# ![@hodophiliac Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1977481359150252032.png) @hodophiliac Lewis

Lewis posts on X about $bak, in the, $lyb, $silj the most. They currently have [--] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1977481359150252032/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1977481359150252032/c:line/m:interactions.svg)

- [--] Week [-------] +19%
- [--] Month [---------] +63,111%

### Mentions: [--] [#](/creator/twitter::1977481359150252032/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1977481359150252032/c:line/m:posts_active.svg)

- [--] Week [--] +64%
- [--] Month [--] +442%

### Followers: [--] [#](/creator/twitter::1977481359150252032/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1977481359150252032/c:line/m:followers.svg)

- [--] Week [--] +12%
- [--] Month [--] +65%

### CreatorRank: [---------] [#](/creator/twitter::1977481359150252032/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1977481359150252032/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  34.41% [stocks](/list/stocks)  31.18% [countries](/list/countries)  10.75% [cryptocurrencies](/list/cryptocurrencies)  8.6% [technology brands](/list/technology-brands)  7.53% [travel destinations](/list/travel-destinations)  6.45% [products](/list/products)  2.15% [social networks](/list/social-networks)  1.08% [fashion brands](/list/fashion-brands)  1.08% [automotive brands](/list/automotive-brands)  1.08%

**Social topic influence**
[$bak](/topic/$bak) #3, [in the](/topic/in-the) 12.9%, [$lyb](/topic/$lyb) 9.68%, [$silj](/topic/$silj) 8.6%, [ai](/topic/ai) 6.45%, [$sphr](/topic/$sphr) 5.38%, [$qure](/topic/$qure) 5.38%, [bullish](/topic/bullish) #1946, [food](/topic/food) 4.3%, [$29s](/topic/$29s) 4.3%

**Top accounts mentioned or mentioned by**
[@calvinfroedge](/creator/undefined) [@notjanetyellen7](/creator/undefined) [@iseelines](/creator/undefined) [@allkaresearch](/creator/undefined) [@jaredkubin](/creator/undefined) [@cuibonocapital](/creator/undefined) [@esch4ton](/creator/undefined) [@oneuera](/creator/undefined) [@smallcapval](/creator/undefined) [@lebronex](/creator/undefined) [@nestbetter](/creator/undefined) [@grok](/creator/undefined) [@investornick](/creator/undefined) [@signulll](/creator/undefined) [@vagabondrtw](/creator/undefined) [@mycriticalview](/creator/undefined) [@highyieldharry](/creator/undefined) [@sowingalphaseed](/creator/undefined) [@flashcapital](/creator/undefined) [@fausto](/creator/undefined)

**Top assets mentioned**
[Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Sphere Entertainment Co. (SPHR)](/topic/$sphr) [uniQure N.V. (QURE)](/topic/$qure) [PolkaBridge (PBR)](/topic/$pbr) [Peabody Energy Corporation (BTU)](/topic/$btu) [Dow Inc (DOW)](/topic/$dow) [Ecopetrol S.A (EC)](/topic/$ec) [Bitcoin (BTC)](/topic/$btc) [iShares BTC Trust (IBIT)](/topic/$ibit) [Twilio, Inc. (TWLO)](/topic/$twlo) [Cloudflare, Inc. (NET)](/topic/$net) [Aston Martin Cognizant Fan Token (AM)](/topic/$am)
### Top Social Posts
Top posts by engagements in the last [--] hours

"So I think longing companies sitting on a cache of data makes sense as well as companies that bridge the digital and physical worlds (rail providers like $TWLO or edge networks like $NET) and hardware companies that are the inputs for AI solutions (chips memory power)"  
[X Link](https://x.com/anyuser/status/2019522312433987893)  2026-02-05T21:23Z [--] followers, [---] engagements


"RT @signulll: im absolutely loving the saas apocalypse discussions on the timeline right now. to me the whole saas apocalypse via vibe co"  
[X Link](https://x.com/hodophiliac/status/2020261754488664126)  2026-02-07T22:21Z [--] followers, [--] engagements


"Unintended boom effect: all the smart people optimizing ads will return back to real-world industries. Other professions are not ready for mass unemployed software engineers joining them. Software engineers are really good and will flood into adjacent industries. It's going to be so fun ton of cross polination Other professions are not ready for mass unemployed software engineers joining them. Software engineers are really good and will flood into adjacent industries. It's going to be so fun ton of cross polination"  
[X Link](https://x.com/anyuser/status/2020927670444523725)  2026-02-09T18:27Z [--] followers, [--] engagements


"I just care about the returns. David is a godsend for retail. Until Hohn opens up for guys like me Ill continue to long $ORR. 18% annualized over [--] years. Not bad for an ideologue investor whatever TF that means https://t.co/K9LCvxgVro 18% annualized over [--] years. Not bad for an ideologue investor whatever TF that means https://t.co/K9LCvxgVro"  
[X Link](https://x.com/anyuser/status/2021632952615240021)  2026-02-11T17:10Z [--] followers, [----] engagements


"Beijing is deliberately ending involution. The implication is less dumping faster consolidation and fewer survivors. China is shifting from exporting deflation to exporting inflation while pulling itself out of a deflationary spiral. $BAK $LYB $DOW Tidbits from China trip: Confidence matters and it feels like people have largely made peace with the (post 2020/21) new normal. Coffee shops are packed again. Consumer energy is back and sentiment feels calm even quietly hopeful. A key driver is the wealth effect: the Tidbits from China trip: Confidence matters and it feels like people have"  
[X Link](https://x.com/anyuser/status/2020152014555029688)  2026-02-07T15:05Z [--] followers, [---] engagements


"Many positive catalysts for $BAK recently A turn in the greater chemicals industry and this thing shoots up like a beach ball held underwater. Many positive catalysts for $BAK recently A turn in the greater chemicals industry and this thing shoots up like a beach ball held underwater"  
[X Link](https://x.com/hodophiliac/status/2021609628363112699)  2026-02-11T15:37Z [--] followers, [--] engagements


"Anecdotally my GPs office just transitioned to a fully AI-driven telephone receptionist. Handles the basics like scheduling appointments cancellations ordering refills etc. Works great albeit a bit slow. It even has fake background noise to up the realness factor. A good canary in the coal mine for AI-caused job loss will be call centers. We're currently projecting 2.75M call center jobs in the US in [----]. In [----] it was 2.63M. The global call center market size has grown 35% in that time period (from $298B to $405B). Peak employment A good canary in the coal mine for AI-caused job loss will"  
[X Link](https://x.com/hodophiliac/status/2022334076787818843)  2026-02-13T15:36Z [--] followers, [--] engagements


"Receipts with my $O dividend 🥳"  
[X Link](https://x.com/anyuser/status/2022361751933927843)  2026-02-13T17:26Z [--] followers, [--] engagements


"@oneuera @SmallCapVal @lebron_ex @NestBetter That is pretty concentrated and braver than me. I hold [----] shares and Ive been thinking of increasing the position size recently. Im also bullish longterm on the nikkei"  
[X Link](https://x.com/hodophiliac/status/2022373274718699619)  2026-02-13T18:12Z [--] followers, [---] engagements


"@VagabondRTW @calvinfroedge No voting rights but they have priority in dividend payments. AFAIK $BAK adr is composed of Preferred and not common shares"  
[X Link](https://x.com/hodophiliac/status/2014403721262969293)  2026-01-22T18:24Z [--] followers, [---] engagements


"Nibbled more $BAK in the $3.50s. Bonus long-term $AM position reveal in honor of the natty-pocalypse this weekend. Buying beaten down energy and commodity names can be quite lucrative. My Antero cost-basis is almost $0 after six years of dividends. #moneyprinter Trimmed more $SILJ in the $35s. Added to $BAK & $LYB Trimmed more $SILJ in the $35s. Added to $BAK & $LYB"  
[X Link](https://x.com/hodophiliac/status/2014527324495216806)  2026-01-23T02:35Z [--] followers, [---] engagements


"Sold more $SILJ at $40 Added another [----] shares of $BAK Trimmed more $SILJ in the $35s. Added to $BAK & $LYB Trimmed more $SILJ in the $35s. Added to $BAK & $LYB"  
[X Link](https://x.com/hodophiliac/status/2015822436244332944)  2026-01-26T16:21Z [--] followers, [---] engagements


"Pretty great day for chemicals 💹💹💹 $LYB $BAK $DOW"  
[X Link](https://x.com/hodophiliac/status/2018721166085755084)  2026-02-03T16:20Z [--] followers, [---] engagements


"@MyCriticalView The problem for domestic savers is where to hide from inflation. Real estate is still deflated and yields have fallen for CDs. Maybe in stocks As recovery lags and with tariffs abroad I hope we see less willingness from Xi to continue subsidizing industrial price dumping"  
[X Link](https://x.com/hodophiliac/status/2020895512241828164)  2026-02-09T16:20Z [--] followers, [--] engagements


"@HighyieldHarry Take care of your health. Rehab injuries before they get chronic. Your 30s is the time to build a solid financial foundation. Remember with compounding that small decisions today make a big difference over the next [--] years. Maintain relationships & take care of your parents"  
[X Link](https://x.com/hodophiliac/status/2021301799391519197)  2026-02-10T19:14Z [--] followers, [----] engagements


"@SowingAlphaSeed @CuiBonoCapital @Flash_Capital_ Its unfortunate because David is one of the most transparent and results-oriented professional investors of size out there. I wish I discovered him earlier"  
[X Link](https://x.com/hodophiliac/status/2021663560640901557)  2026-02-11T19:12Z [--] followers, [---] engagements


"@esch4ton @CuiBonoCapital $ORR is a registered ETF and afaict is in full compliance with SEC regulations including completing the mandatory annual audits. Instead of posturing like teenagers short and post your positions"  
[X Link](https://x.com/hodophiliac/status/2021757492024553641)  2026-02-12T01:25Z [--] followers, [---] engagements


"@Fa_us_to @WerewolfHolding @CNBC Its slightly bullish as it clears the way for the Novonor-IG4 deal to close now just pending regulatory approval hopefully by end of Q1. The next hurdle is the debt-restructuring. The IG4 deal limits chance of major equity dilution which is good for shareholders"  
[X Link](https://x.com/hodophiliac/status/2021976402850193649)  2026-02-12T15:55Z [--] followers, [--] engagements


"Picked up more $BAK today. If PMs continue to dip I may buy some miners. On the travel front checking off a bucket list item with an Alaskan cruise this summer and then back to Japan in the fall. Maybe somewhere in Latin America or Europe for spring break"  
[X Link](https://x.com/hodophiliac/status/2018432393233981836)  2026-02-02T21:12Z [--] followers, [---] engagements


"@NotJanetYellen7 @calvinfroedge @iseelines @ALLKAResearch Yes IG4 is buying Novonors debts and calling in the collateral ($BAK shares). In order to see a positive return theyll need to boost the value of those shares so a major dilution event is against their own interest"  
[X Link](https://x.com/hodophiliac/status/2023074270524698685)  2026-02-15T16:37Z [--] followers, [--] engagements


"2x now on $SPHR Its been a fun market so far this year for those that like to pick stocks and were only in February Auspicious $SPHR price action. https://t.co/ikLlcIaCcd Auspicious $SPHR price action. https://t.co/ikLlcIaCcd"  
[X Link](https://x.com/anyuser/status/2021971761903153620)  2026-02-12T15:36Z [--] followers, [--] engagements


"Added another [----] shares of $BAK"  
[X Link](https://x.com/hodophiliac/status/2022019358848151819)  2026-02-12T18:45Z [--] followers, [---] engagements


"$PBR pr was expected even bullish. Now the IG4 deal is up to the regulators for approval. The Bank of Brazil news about the Braskem default seems to either refer to the missed but since paid Idesa bond coupon or the debt-to-share transfer in IG4 deal. Nibbled another $1K"  
[X Link](https://x.com/anyuser/status/2022022352218075360)  2026-02-12T18:57Z [--] followers, [---] engagements


"Sold [--] shares of $SILJ and bought [---] more shares of $BAK. Risk/reward under $4 is good. Next catalyst is CADE approving the IG4 deal Added another [----] shares of $BAK https://t.co/zdTvz9RxKM Added another [----] shares of $BAK https://t.co/zdTvz9RxKM"  
[X Link](https://x.com/anyuser/status/2022352105470857498)  2026-02-13T16:48Z [--] followers, [---] engagements


"After thinking a little I decided to add another [---] shares. I think Ill dca into this until it becomes a core position. @oneuera @SmallCapVal @lebron_ex @NestBetter That is pretty concentrated and braver than me. I hold [----] shares and Ive been thinking of increasing the position size recently. Im also bullish longterm on the nikkei. https://t.co/oCLNnUhOEx @oneuera @SmallCapVal @lebron_ex @NestBetter That is pretty concentrated and braver than me. I hold [----] shares and Ive been thinking of increasing the position size recently. Im also bullish longterm on the nikkei. https://t.co/oCLNnUhOEx"  
[X Link](https://x.com/hodophiliac/status/2022399457523044839)  2026-02-13T19:56Z [--] followers, [--] engagements


"@NotJanetYellen7 @calvinfroedge @iseelines @ALLKAResearch IG4 is assuming Novonors debt which is collateralized with $BAK shares. If theres a major dilution as part of the restructuring theyll eat it too"  
[X Link](https://x.com/hodophiliac/status/2023045657561542776)  2026-02-15T14:44Z [--] followers, [---] engagements


"@NotJanetYellen7 @calvinfroedge @iseelines @ALLKAResearch Also against the interest of $pbr who imo is aligned with IG4 behind the scenes as evident by their recently signed feedstock contract with $bak and waiver of preemptive rights. Minor dilution is possible but if it clears away near-term existential risk itll be net-bullish"  
[X Link](https://x.com/hodophiliac/status/2023075454673162535)  2026-02-15T16:42Z [--] followers, [---] engagements


"@NotJanetYellen7 @calvinfroedge @iseelines @ALLKAResearch Happy to help. Credit also goes to @grok who has been helpful to me in understanding the full picture"  
[X Link](https://x.com/hodophiliac/status/2023076098930774409)  2026-02-15T16:45Z [--] followers, [--] engagements


"Oh look @DrMakaryFDA being ineffective and not being of any help. Typical Thankfully @DrOz was more alert $QURE $BHVN A man collapsed in the Oval Office while standing behind Trump during a televised press conference. https://t.co/uT3dHKd9HX https://t.co/JVyL0EeZhI A man collapsed in the Oval Office while standing behind Trump during a televised press conference. https://t.co/uT3dHKd9HX https://t.co/JVyL0EeZhI"  
[X Link](https://x.com/hodophiliac/status/1986609162214887652)  2025-11-07T01:38Z [--] followers, [----] engagements


"$2000 checks and 50-year mortgages. UFC at the White House. 🍞🎪 TRUMP: A dividend of at least $2000 a person (not including high income people) will be paid to everyone https://t.co/X31hivLQ6G TRUMP: A dividend of at least $2000 a person (not including high income people) will be paid to everyone https://t.co/X31hivLQ6G"  
[X Link](https://x.com/hodophiliac/status/1987688774902637040)  2025-11-10T01:08Z [--] followers, [--] engagements


"@Anguis_Rex This was at the Roppongi location in Tokyo. I really liked the vibe inside the employee uniforms and the tasty jazz music they play. Shwa-era diner vibes"  
[X Link](https://x.com/hodophiliac/status/1988584440579387469)  2025-11-12T12:27Z [--] followers, [--] engagements


"@CacheThatCheque Hokkaido-style soup curry and a draft beer Dominica Tokyo [----] ($18)"  
[X Link](https://x.com/hodophiliac/status/1988818780907270546)  2025-11-13T03:58Z [--] followers, [--] engagements


"I think this social media FOMO is whats driving the existential malaise in the younger generations. Levels had a tweet recently about something similar as it relates to luxury hotels and how those who provide the experiences cant afford them themselves. Ignorance is bliss @Nerman5695 I agree I think you can live a perfectly comfortable married life on two $70k salaries. (Or one 70k plus one person taking care of home life). But thats exactly where the other side of the debate comes in: Comfortable doesnt feel good enough in [----]. Social media has @Nerman5695 I agree I think you can live a"  
[X Link](https://x.com/hodophiliac/status/1989139764721950938)  2025-11-14T01:14Z [--] followers, [--] engagements


"Tom Sum Kai Yang. Pad Kra Pao Pad Kee Mao Bangkok Shokudo Birdman Hiroshima [----] ($24)"  
[X Link](https://x.com/hodophiliac/status/1991977619445911654)  2025-11-21T21:10Z [--] followers, [--] engagements


"Had to visit @Costco Slice of margherita sausage calzone salmon roll and grape freeze. Costco food court Hiroshima [----] ($13) Long $COST forever"  
[X Link](https://x.com/hodophiliac/status/1991979621274075455)  2025-11-21T21:18Z [--] followers, [--] engagements


"Last chain meal couldnt resist. Yakiniku Like Osaka [----] ($16)"  
[X Link](https://x.com/hodophiliac/status/1992206331194044459)  2025-11-22T12:19Z [--] followers, [--] engagements


"Manila clam butter pasta set lunch Konana Kyoto [----] ($12)"  
[X Link](https://x.com/hodophiliac/status/1992435207249797260)  2025-11-23T03:29Z [--] followers, [--] engagements


"Last meal of the trip 🥲 Yakitori & some Lawsons dessert [----] ($29)"  
[X Link](https://x.com/hodophiliac/status/1992594494919970911)  2025-11-23T14:02Z [--] followers, [--] engagements


"Wrapping up another great Japan trip. Compared to past years: + More tourists from S Europe SEA and LatAm. Combo of cheap yen + social media + zoomer weebs (largest weeb gen by size) + Fewer Japanese boomers 😭 replaced by dgaf millenials + Palpable tourist fatigue"  
[X Link](https://x.com/hodophiliac/status/1992597426855952453)  2025-11-23T14:13Z [--] followers, [--] engagements


"The golden age of flaneuring Japan is over I think but still plenty to do and experiences to enjoy. Will focus my future trips on smaller towns and away from the golden route. So more of Shikoku Chubus west coast Kyushu and Tohoku. So grateful for this life 🙏"  
[X Link](https://x.com/hodophiliac/status/1992599352234451214)  2025-11-23T14:21Z [--] followers, [--] engagements


"May I meet you Final leg https://t.co/lHg2Yajhob Final leg https://t.co/lHg2Yajhob"  
[X Link](https://x.com/hodophiliac/status/1992847551197040989)  2025-11-24T06:47Z [--] followers, [--] engagements


"Excellent flight back home on @KoreanAir Better than the outbound Delta flight. Incredible food and watched a couple of fun K-movies on the way back. Pictured: mushroom-rice for dinner and a tasty bouillabaisse breakfast this morning on final approach to SFO"  
[X Link](https://x.com/hodophiliac/status/1993007087136412019)  2025-11-24T17:21Z [--] followers, [--] engagements


"Well Im an old man now but in my younger days cycling was one of my passions. I decided to dust off the old racing bike today and went for a ride. Not bad but more stiff and less comfortable than I remember. The plan now is to restore it with modern components"  
[X Link](https://x.com/hodophiliac/status/1994088119470113128)  2025-11-27T16:57Z [--] followers, [--] engagements


"I got the approval of the big boss to spend a few quid. I first casually mentioned reading some interesting articles about restoring old Porsches then tactfully pivoted to bicycles. Roll buttered. 😋🤌"  
[X Link](https://x.com/hodophiliac/status/1994089432081945072)  2025-11-27T17:02Z [--] followers, [--] engagements


"Haha quite the long list to essentially say: be rich My eastbound red eye protocol (most flights US-Europe): - eat before I leave home/office - blue light blocking glasses the moment I enter airport (I look like a dork but DGAF) - buy two of the largest water bottles available there is never enough hydration on board - vitamin c My eastbound red eye protocol (most flights US-Europe): - eat before I leave home/office - blue light blocking glasses the moment I enter airport (I look like a dork but DGAF) - buy two of the largest water bottles available there is never enough hydration on board -"  
[X Link](https://x.com/hodophiliac/status/1994818635094004047)  2025-11-29T17:19Z [--] followers, [--] engagements


"Its possibly to do these flights in economy: + Exit row window seat + Comfortable hooded sweatshirt + Neck pillow Though of course its a hell of a lot nicer in a Safran lie-flat up in the front of the plane"  
[X Link](https://x.com/hodophiliac/status/1994820289633685859)  2025-11-29T17:26Z [--] followers, [--] engagements


"I'm doing a little post-vacation vacation this week driving the California coast and visiting some unique hotels my wife is interested in. No agenda other than good sleep food and SoCal sunshine. My vacation-to-market-crash correlation is approaching [--] so watch out"  
[X Link](https://x.com/hodophiliac/status/1995164920527392868)  2025-11-30T16:16Z [--] followers, [--] engagements


"Unfortunately Uniqlo's quality has gone downhill with their big global expansion push over the past few years. Still searching for a good replacement. I like @onequince but theyre online-only. My revision to this list: - Broke: Uniqlo - Comfortable: Uniqlo - Established: Uniqlo - Wealthy: Uniqlo - Money is no object: Uniqlo My revision to this list: - Broke: Uniqlo - Comfortable: Uniqlo - Established: Uniqlo - Wealthy: Uniqlo - Money is no object: Uniqlo"  
[X Link](https://x.com/hodophiliac/status/1995484474558087600)  2025-12-01T13:25Z [--] followers, [--] engagements


"Our kids need financial education and literacy not $250. Its the whole teach a man how to fish vs gifting him fish adage. In an unprecedented philanthropic gift Michael and Susan Dell will give [--] million American children $250 each to jumpstart an investment account for their futures https://t.co/RgNnrggg4B In an unprecedented philanthropic gift Michael and Susan Dell will give [--] million American children $250 each to jumpstart an investment account for their futures https://t.co/RgNnrggg4B"  
[X Link](https://x.com/hodophiliac/status/1995878081203196296)  2025-12-02T15:29Z [--] followers, [---] engagements


"@Investor_NICK_ I enjoy how Delta & Virgin have their own check-in + security for bizclass passengers. At LAX and LHR you can go from car to plane without having to step foot in the public terminal. Its like the lite version of private jet travel for the poor rich. 🎻"  
[X Link](https://x.com/hodophiliac/status/1995885429409960033)  2025-12-02T15:59Z [--] followers, [--] engagements


"@Investor_NICK_ Scandinavia is fantastic. I love Stockholm but the landscape in Norway is straight out of a storybook. I know youre a Delta guy but consider SAS which I think is also SkyTeam now. They offer a great product and even have F1 available in the IFE. Nice IKEA-esque lounges too"  
[X Link](https://x.com/hodophiliac/status/1996061065722167765)  2025-12-03T03:36Z [--] followers, [--] engagements


"AI might be a bubble but compared to all past bubble technologies its by far the most technically impressive and immediately useful"  
[X Link](https://x.com/hodophiliac/status/1996306699851014254)  2025-12-03T19:53Z [--] followers, [--] engagements


"The craft to slop ratio is getting better and better. This is legitimately a great cover. Many such examples. https://on.soundcloud.com/MA3IEeuZfXk9MBaLKt https://on.soundcloud.com/MA3IEeuZfXk9MBaLKt"  
[X Link](https://x.com/hodophiliac/status/1996307462660755575)  2025-12-03T19:56Z [--] followers, [--] engagements


"@HsSajwani Thats a fair concern. On the bull-side I think WoZ is turning into a Las Vegas experience on par with other long-running that are mostly the same year after like Cirque Du Soleil where it becomes a check-list bucket item for tourists visiting the city"  
[X Link](https://x.com/hodophiliac/status/1996572100568736181)  2025-12-04T13:27Z [--] followers, [--] engagements


"Added more at $22.22. See you in [----]. $QURE $QURE back in at $22.30. I think the risk to reward ratio is pretty good here. Management has plenty of cash and a loud patient community behind them. $QURE back in at $22.30. I think the risk to reward ratio is pretty good here. Management has plenty of cash and a loud patient community behind them"  
[X Link](https://x.com/hodophiliac/status/1996610906764280060)  2025-12-04T16:01Z [--] followers, [---] engagements


"No broader market crash yet. Trimmed a bit of $SILJ and $BTU with the bulk of the proceeds used to start a new position in $LYB. Remainder into $TLT. No trades in the growth account other than adding more $QURE. Meanwhile nice stay at the San Luis Creek Lodge. $175/night. I'm doing a little post-vacation vacation this week driving the California coast and visiting some unique hotels my wife is interested in. No agenda other than good sleep food and SoCal sunshine. My vacation-to-market-crash correlation is approaching [--] so watch out I'm doing a little post-vacation vacation this week driving"  
[X Link](https://x.com/hodophiliac/status/1996648127894638746)  2025-12-04T18:29Z [--] followers, [---] engagements


"@joshtheoiltrade A big crash or recession will place even more pressure on the Fed to cut. Under $90 is a good place to add IMO. But Im an idiot so take that into consideration"  
[X Link](https://x.com/hodophiliac/status/1996999564566601985)  2025-12-05T17:46Z [--] followers, [--] engagements


"Auspicious $SPHR price action"  
[X Link](https://x.com/anyuser/status/1999215352274944358)  2025-12-11T20:30Z [--] followers, [---] engagements


"@OSA_Rochester Thanks for the excellent write-up on $SPHR. I agree that Jurassic Park would make a killing. I hope Dolan branches out to other timeless classics. Imagine Star Wars"  
[X Link](https://x.com/hodophiliac/status/2000975794877890951)  2025-12-16T17:06Z [--] followers, [---] engagements


"Sold more $SILJ this week in the $29s. Holding onto the remainder to time a possible blow-off top. PM bulls are euphoric so lets see. Added a little more to $LYB and started a highly speculative position in $BAK. I like chemicals (and oil) here. No broader market crash yet. Trimmed a bit of $SILJ and $BTU with the bulk of the proceeds used to start a new position in $LYB. Remainder into $TLT. No trades in the growth account other than adding more $QURE. Meanwhile nice stay at the San Luis Creek Lodge. $175/night. https://t.co/EbxfGgUhfw No broader market crash yet. Trimmed a bit of $SILJ and"  
[X Link](https://x.com/hodophiliac/status/2004924144551669964)  2025-12-27T14:35Z [--] followers, [----] engagements


"Apple would sell a helluva lot more Watches and AirPods if they allowed you to share HRM data with Garmin directly without having to download this and that third party helper apps"  
[X Link](https://x.com/hodophiliac/status/2005062092425232537)  2025-12-27T23:43Z [--] followers, [--] engagements


"Id buy the new AirPods in a heart beat if I could sync it with my Garmin cycling computer and see my heart rate in real time"  
[X Link](https://x.com/hodophiliac/status/2005063265290953019)  2025-12-27T23:48Z [--] followers, [--] engagements


"No leverage no shorting with the occasional options playmostly LEAPs with a little call selling when IV is high. Many tourist trades in sectors I know fuck all about. This year PMs and $SPHR held up the account despite shitty performance in various RE & Tech names + flat oil. So long [----]. Another great year in the markets https://t.co/5R6iL5D9JX So long [----]. Another great year in the markets https://t.co/5R6iL5D9JX"  
[X Link](https://x.com/hodophiliac/status/2006737505371173334)  2026-01-01T14:41Z [--] followers, [--] engagements


"Nice I guess this is one of the BD deals that was hinted at during last quarters earnings call. $SPHR $DAL $SPHR As part of a multi-faceted partnership the Delta SKY360 Club also becomes the first branded hospitality space in the immersive entertainment venue. @EdgeCGroup @KevinLMak https://t.co/6gfpjiWalh $SPHR As part of a multi-faceted partnership the Delta SKY360 Club also becomes the first branded hospitality space in the immersive entertainment venue. @EdgeCGroup @KevinLMak https://t.co/6gfpjiWalh"  
[X Link](https://x.com/hodophiliac/status/2008266142423675248)  2026-01-05T19:55Z [--] followers, [---] engagements


"Ive been waiting for this. Long $EC $EC is one of the best investments for the new Capitalist domino effect in South America because they are more than an oil and gas company they own critical infrastructure in a bunch of countries that will now have huge economic growth. https://t.co/rd3R9CnNQy $EC is one of the best investments for the new Capitalist domino effect in South America because they are more than an oil and gas company they own critical infrastructure in a bunch of countries that will now have huge economic growth. https://t.co/rd3R9CnNQy"  
[X Link](https://x.com/hodophiliac/status/2008698151243575607)  2026-01-07T00:32Z [--] followers, [---] engagements


"@JaredKubin @X No formal policy but I do keep tabsvia screenshotsof what accounts say and then score them over time to help discern noise v signal. Long screeds stating the obvious (imo) like the QT are the least helpful for actual returns but are useful for clarifying the big picture"  
[X Link](https://x.com/hodophiliac/status/2010521051831382197)  2026-01-12T01:15Z [--] followers, [--] engagements


"@JaredKubin @X The most useful info is in the replies. Youll find one anon making a correction or posting something insightful then you dig through their posts and replies and down the rabbit hole you go. Posts like the QT imo are more to build followers and clout basically marketing"  
[X Link](https://x.com/hodophiliac/status/2010521683925549346)  2026-01-12T01:18Z [--] followers, [--] engagements


"@JaredKubin @X I dont doubt that he is competent and skilled just that his posts dont translate into investment returns. And of course he needs X and clout its why he is here. Same with you. Its the human condition"  
[X Link](https://x.com/hodophiliac/status/2010524638045200614)  2026-01-12T01:30Z [--] followers, [--] engagements


"@JaredKubin Im laughing at your returns"  
[X Link](https://x.com/hodophiliac/status/2012695872413266209)  2026-01-18T01:17Z [--] followers, [--] engagements


"@taobanker Yelp could have been a tabelog if they played their cards right. You think they can turn it around (in terms of mindshare)"  
[X Link](https://x.com/hodophiliac/status/2012822225221743084)  2026-01-18T09:39Z [--] followers, [--] engagements


"@mxschumacher @calvinfroedge Not everyone is taking the German approach of rolling over. The rest of the world has learned not to concede critical industries and domestic capabilities to China"  
[X Link](https://x.com/hodophiliac/status/2014492290392457386)  2026-01-23T00:16Z [--] followers, [--] engagements


"This is the type of bull fantasy you shill to Masa-son and middle eastern sovereign funds to induce a fomo Series G OpenAI is planning to take a cut of Customers discoveries. OpenAIs CFO says they will take a cut of the IP it helps create. Per The Information: https://t.co/m3uzVVQIr1 OpenAI is planning to take a cut of Customers discoveries. OpenAIs CFO says they will take a cut of the IP it helps create. Per The Information: https://t.co/m3uzVVQIr1"  
[X Link](https://x.com/hodophiliac/status/2014530848100647060)  2026-01-23T02:49Z [--] followers, [--] engagements


"@Ginvestmen33131 @kingdomcapadv @PurpleDrink_LLC Are you guys financiers or what IB is still a straightforward path to top 1% or at minimum top 2% household liquid NW. If after [--] years of IB you havent stacked $5mm by [--] its on you. Especially true these past [--] golden years"  
[X Link](https://x.com/hodophiliac/status/2014542630215155961)  2026-01-23T03:36Z [--] followers, [--] engagements


"@CommonSense3241 @AB1001_disciple Im with youI hope the AH move is based on some positive yet to be disclosed news. But a 150k follower account + #11 finance substack can definitely move a small cap name like $QURE especially after hours when theres reduced liquidity"  
[X Link](https://x.com/hodophiliac/status/2014601762783580344)  2026-01-23T07:31Z [--] followers, [---] engagements


"The best part about having money is being able to bail yourself and loved ones out of inconveniences and emergencies. Its really the only thing its for"  
[X Link](https://x.com/hodophiliac/status/2016590835887067172)  2026-01-28T19:14Z [--] followers, [---] engagements


"Many positive catalysts for $BAK recently A turn in the greater chemicals industry and this thing shoots up like a beach ball held underwater. Highlights from the Braskem Idesa debt restructuring update Jan 12: Company confirms running near-full capacity with new ethane terminal. [----] should show 32% revenue boost Margins and EBITDA will outperform for the next two years This is clearly the turnaround we were hoping https://t.co/Vviue8Tbjw Highlights from the Braskem Idesa debt restructuring update Jan 12: Company confirms running near-full capacity with new ethane terminal. [----] should show"  
[X Link](https://x.com/anyuser/status/2012136585559671235)  2026-01-16T12:15Z [--] followers, [---] engagements


"Sold another tranche of $BTU and added more to $BAK position. Now [----] shares at $3 cost basis. Nice day for PMs Still holding $SILJ. Sold more $SILJ this week in the $29s. Holding onto the remainder to time a possible blow-off top. PM bulls are euphoric so lets see. Added a little more to $LYB and started a highly speculative position in $BAK. I like chemicals (and oil) here. Sold more $SILJ this week in the $29s. Holding onto the remainder to time a possible blow-off top. PM bulls are euphoric so lets see. Added a little more to $LYB and started a highly speculative position in $BAK. I like"  
[X Link](https://x.com/hodophiliac/status/2008635548819214732)  2026-01-06T20:23Z [--] followers, [---] engagements


"Trimmed more $SILJ in the $35s. Added to $BAK & $LYB Sold more $SILJ this week in the $29s. Holding onto the remainder to time a possible blow-off top. PM bulls are euphoric so lets see. Added a little more to $LYB and started a highly speculative position in $BAK. I like chemicals (and oil) here. Sold more $SILJ this week in the $29s. Holding onto the remainder to time a possible blow-off top. PM bulls are euphoric so lets see. Added a little more to $LYB and started a highly speculative position in $BAK. I like chemicals (and oil) here"  
[X Link](https://x.com/hodophiliac/status/2013815656379043936)  2026-01-21T03:27Z [--] followers, [----] engagements


"@RenatoMestriner You got pulled $BAK 🤓🤓🤓"  
[X Link](https://x.com/hodophiliac/status/2014708472034820320)  2026-01-23T14:35Z [--] followers, [---] engagements


"@yo2090155886326 @BULLReturns Its getting there: Alagoas Novonors stake PRESIQ A few more positive news and were so $BAK"  
[X Link](https://x.com/hodophiliac/status/2014916405158670661)  2026-01-24T04:21Z [--] followers, [---] engagements


"Silver continues to pump. Domestic chaos in the USA is going to drive continued inflows to hard money as ROW derisks from USTs. Increased chance of a blowoff into the $150+. I will continue to rotate $SILJ (35% of my original position left) into chems & oil. $BAK $LYB $EC $PBR Sold more $SILJ this week in the $29s. Holding onto the remainder to time a possible blow-off top. PM bulls are euphoric so lets see. Added a little more to $LYB and started a highly speculative position in $BAK. I like chemicals (and oil) here. Sold more $SILJ this week in the $29s. Holding onto the remainder to time a"  
[X Link](https://x.com/hodophiliac/status/2015609562376925484)  2026-01-26T02:15Z [--] followers, [---] engagements


"Sold a couple of hundred more $SBSW shares. Added a little more to $ORR and long-term bag $VYMI and holding the rest in cash for now. Nice price action in $SBSW today going from 🛑 to 🟢. For now I dont regret taking profit and plowing the proceeds into $NTDOY Nice price action in $SBSW today going from 🛑 to 🟢. For now I dont regret taking profit and plowing the proceeds into $NTDOY"  
[X Link](https://x.com/hodophiliac/status/2016568615605325963)  2026-01-28T17:46Z [--] followers, [---] engagements


"Im not a particular $BTC bull or a crypto native but Id imagine at some point it catches a bid from this USD-exit into metals trade"  
[X Link](https://x.com/hodophiliac/status/2016656646425190856)  2026-01-28T23:36Z [--] followers, [--] engagements


"Well I bought more $GLDM instead of $IBIT first buys since November but Im catching a bloody knife and may be underwater on these lots for years. It feels like buying post-GFC and then having to wait a decade even though the exit-USD trade feels like its in the early innings. Why Well have you tried to cash out physical At worst youre getting 10-20% below spot at pawn shops and at best you 3-5% off at coin shops. Selling at spot is rare IME but YMMV. If Im fleeing the country Id prefer at least 50/50 BTC/GLD to 100% gold. Maybe even 80/20 Why Well have you tried to cash out physical At worst"  
[X Link](https://x.com/hodophiliac/status/2017651441155137669)  2026-01-31T17:29Z [--] followers, [---] engagements


"Breaking even on these $GLDM buys Well I bought more $GLDM instead of $IBIT first buys since November but Im catching a bloody knife and may be underwater on these lots for years. It feels like buying post-GFC and then having to wait a decade even though the exit-USD trade feels like its in the early innings. https://t.co/ZgGkqic9Se Well I bought more $GLDM instead of $IBIT first buys since November but Im catching a bloody knife and may be underwater on these lots for years. It feels like buying post-GFC and then having to wait a decade even though the exit-USD trade feels like its in the"  
[X Link](https://x.com/hodophiliac/status/2018785839632036196)  2026-02-03T20:37Z [--] followers, [---] engagements


"Random thoughts on the markets. Jotting this down so I can review months later. On the software selloff I think its largely rational and justified. Its hard to predict exponential curves so indiscriminate selling makes sense. Act now react later and all that"  
[X Link](https://x.com/anyuser/status/2019522305454665904)  2026-02-05T21:23Z [--] followers, [---] engagements


"Still its hard for me to envision a pathway that AI takes that will disrupt and replace businesses with a hardware or regulatory/compliance moat. You cant vibe-code an edge network 4nm chips or your own compliant payments system as easily as a CRUD webapp for example"  
[X Link](https://x.com/hodophiliac/status/2019522307019145614)  2026-02-05T21:23Z [--] followers, [--] engagements


"So I think the physical world will at the very least be a near-term bottleneck for AI advancements. As robotics and other solutions manifest though I think well see strong demand for the physical inputs necessary to enable our AI future. So long metals chems hardware"  
[X Link](https://x.com/hodophiliac/status/2019522308646519172)  2026-02-05T21:23Z [--] followers, [--] engagements


"In the digital realm AI agents will result in a surge of demand for data connectivity and integrations. Those that transition quickly to meeting this demand by refocusing their services from human to machine users (so APIs UX etc) will survive"  
[X Link](https://x.com/hodophiliac/status/2019522310282310105)  2026-02-05T21:23Z [--] followers, [--] engagements


"Finally I think AI native or AI-first solutions will see huge growth as AI agents become productized for the masses. Makes more sense for an agent to use programmatic currencies and digital SOV for economic exchange vs fiat and physical assets. So perhaps long $BTC and $ETH"  
[X Link](https://x.com/anyuser/status/2019522314036183365)  2026-02-05T21:23Z [--] followers, [---] engagements


"On the software angle just to clarify I dont think SMBs will vibe code their own salesforce but that they caneven if it requires effortwill be enough to decimate $CRM pricing power. No more easy annual 5% subscription price increases. Random thoughts on the markets. Jotting this down so I can review months later. On the software selloff I think its largely rational and justified. Its hard to predict exponential curves so indiscriminate selling makes sense. Act now react later and all that. Random thoughts on the markets. Jotting this down so I can review months later. On the software selloff"  
[X Link](https://x.com/anyuser/status/2019528414143869143)  2026-02-05T21:47Z [--] followers, [---] engagements


"Nice price action in $SBSW today going from 🛑 to 🟢. For now I dont regret taking profit and plowing the proceeds into $NTDOY @lasse108 First sell and I top ticked it Still holding [----] shares with an initial target of $21. https://t.co/QlcZkV06uI @lasse108 First sell and I top ticked it Still holding [----] shares with an initial target of $21. https://t.co/QlcZkV06uI"  
[X Link](https://x.com/hodophiliac/status/2016345219999117822)  2026-01-28T02:58Z [--] followers, [---] engagements

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