# ![@longriverCM Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3398332145.png) @longriverCM Long River Holding

Long River Holding posts on X about inflation, kalshi, liquidity, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::3398332145/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3398332145/c:line/m:interactions.svg)

- [--] Week [-------] +46%
- [--] Month [---------] +2,146%
- [--] Months [---------] +102,152%
- [--] Year [---------] +187,915%

### Mentions: [---] [#](/creator/twitter::3398332145/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3398332145/c:line/m:posts_active.svg)

- [--] Week [---] -0.61%
- [--] Month [-----] +730%
- [--] Months [-----] +9,869%
- [--] Year [-----] +26,650%

### Followers: [-----] [#](/creator/twitter::3398332145/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3398332145/c:line/m:followers.svg)

- [--] Week [-----] +8.10%
- [--] Month [-----] +292%
- [--] Months [-----] +1,796%
- [--] Year [-----] +2,537%

### CreatorRank: [-------] [#](/creator/twitter::3398332145/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3398332145/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  40.18% [stocks](/list/stocks)  #5904 [cryptocurrencies](/list/cryptocurrencies)  #5764 [technology brands](/list/technology-brands)  8.31% [countries](/list/countries)  4.38% [exchanges](/list/exchanges)  #2258 [currencies](/list/currencies)  1.66% [celebrities](/list/celebrities)  1.51% [financial services](/list/financial-services)  #804 [automotive brands](/list/automotive-brands)  1.06%

**Social topic influence**
[inflation](/topic/inflation) #926, [kalshi](/topic/kalshi) #130, [liquidity](/topic/liquidity) #455, [ai](/topic/ai) 4.38%, [debt](/topic/debt) #1006, [business](/topic/business) #3172, [market](/topic/market) #2434, [crypto](/topic/crypto) #6447, [money](/topic/money) 2.87%, [gold](/topic/gold) 2.72%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@kalshi](/creator/undefined) [@deitaone](/creator/undefined) [@zerohedge](/creator/undefined) [@kobeissiletter](/creator/undefined) [@unusualwhales](/creator/undefined) [@mrderivatives](/creator/undefined) [@cryptorover](/creator/undefined) [@jonchimpo23](/creator/undefined) [@stockmktnewz](/creator/undefined) [@leadingreport](/creator/undefined) [@polymarket](/creator/undefined) [@tradechronicle](/creator/undefined) [@guytalksenergy](/creator/undefined) [@jarg20260110](/creator/undefined) [@watcherguru](/creator/undefined) [@mg_feed](/creator/undefined) [@barchart](/creator/undefined) [@realtacotrades](/creator/undefined) [@spectatorindex](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/$btc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [ZetaChain (ZETA)](/topic/$zeta) [Microsoft Corp. (MSFT)](/topic/microsoft) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Strategy (MSTR)](/topic/$mstr) [GameStop, Corp. (GME)](/topic/$gme) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Mario Coin (COIN)](/topic/$coin) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Devon Energy Corp (DVN)](/topic/$dvn) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [BlackRock Inc (BLK)](/topic/blackrock) [Kraft Heinz Co (KHC)](/topic/$khc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Interesting 🤔 Donald Trump buying $GM $OXY $SIRI bondsfeels oddly familiarAuto. Energy. Media cash flows. Are we witnessing Buffett-style investing with a Trump twistSame companies different playbook 🤔"  
[X Link](https://x.com/longriverCM/status/2012351815740735892)  2026-01-17T02:30Z [----] followers, [---] engagements


"@PeterSchiff Its gonna be global Peter. China is struggling and going through housing bubble crisis. Japans debt problem will be out of control by [----]. Europe hasnt has anything exciting since 2000s. US is probably what keeps global economy in place in a way"  
[X Link](https://x.com/longriverCM/status/2013667293885026759)  2026-01-20T17:37Z [----] followers, 57.6K engagements


"$LEN $FMNA $FMCC $O $IYR I've been pretty vocal and straight forward about me being disgusted by the real estate market and how it's no longer affordable. Now I finally have a bit more time. Allow me to expand on this: Mortgage rates are no longer a temporary problem. They are a systemic constraint. Even after recent cuts rates hovering around 6% have fundamentally altered affordability. A home that was easily serviceable at 3% is now mathematically out of reach for the same house hold. Monthly payments have exploded not because homes improved but because the cost of capital doubled. This"  
[X Link](https://x.com/longriverCM/status/2013835211729956928)  2026-01-21T04:45Z [----] followers, [----] engagements


"@InvestorSince21 $JD and $OSCR are my current positions. $NVO is in my research queue. I dont know about XPeng though.its shady business in my opinion"  
[X Link](https://x.com/longriverCM/status/2014077541842141408)  2026-01-21T20:48Z [----] followers, [---] engagements


"On one hand people from wall street are seeng record amount for investment and inflows. On the other hand people are having trouble staying on payment schedule for auto loans credit card mortgages. We are seeing GFC level of delinquency data. Its a weird world and I am sure system is rigged. https://twitter.com/i/web/status/2014355029231112632 https://twitter.com/i/web/status/2014355029231112632"  
[X Link](https://x.com/longriverCM/status/2014355029231112632)  2026-01-22T15:10Z [----] followers, [---] engagements


"$BRK.A $BRK.B Berkshire Hathaway has had a rough year so far. $KHC sell will hurt their balance sheet. I am not sure how do I feel about greg but I think he needs a Charlie Munger type of character next to him. Their $SIRI and $OXY investments are stagnant also"  
[X Link](https://x.com/longriverCM/status/2014726191777804424)  2026-01-23T15:45Z [----] followers, [---] engagements


"I need to see more FinX people and connect with them. If you are into investing or talking about stocks or you happen to see this post leave a comment or like or help me repost it so more people can see it. Love to meet you and talk or learn about new ideas"  
[X Link](https://x.com/longriverCM/status/2015235545924763884)  2026-01-25T01:29Z [----] followers, [----] engagements


"Finally someone notices. Auto loans are one of the most socially accepted wealth destroyers out there: people finance depreciating assets just to signal status to people who dont care. Long loan terms and low monthly payments hide the reality that borrowers stay underwater for years while paying interest on something losing value every day. Now banks are rejecting applications at decade-high rates because the credit spectrum is brokenprices are inflated collateral is weaker and past underwriting was far too loose. This isnt a sudden credit crunch its the system admitting it mispriced risk for"  
[X Link](https://x.com/longriverCM/status/2015480294938226733)  2026-01-25T17:42Z [----] followers, [---] engagements


"I have to admit writing this $SIRI analysis feels a little like a fan letter to Ted Weschler. His interviews and podcasts are absolute goldevery insight he shares is like a masterclass in investing. Ted Weschlers approach is the kind of investing I aspire to emulate every single day. But also $SIRI pays consistent 5% dividend and Warren owns 37% of the business. It can't be that bad. Onto the next one Let me know what you think https://t.co/X4uauF5a4P https://t.co/X4uauF5a4P"  
[X Link](https://x.com/longriverCM/status/2016209923198034380)  2026-01-27T18:01Z [----] followers, [---] engagements


"Pulled triggers on a few things today. [--]. $ZETA [--]. $IAUX [--]. $BAK Also added puts on semiconductor index"  
[X Link](https://x.com/longriverCM/status/2016960555211219173)  2026-01-29T19:44Z [----] followers, [---] engagements


"Oh right of courseif houses get too affordable then rich people might accidentally live next to other rich people. Cant risk diluting the prestige like that. Better to keep supply strangled so the median family has to bid against private equity funds just to sleep somewhere. Very stable genius move. https://twitter.com/i/web/status/2017003413448384992 https://twitter.com/i/web/status/2017003413448384992"  
[X Link](https://x.com/longriverCM/status/2017003413448384992)  2026-01-29T22:34Z [----] followers, 10K engagements


"@elonmusk Then youd have to free up productivity for human beings. A stagflation will kill the economy and partly impact peoples willingness to start a family"  
[X Link](https://x.com/longriverCM/status/2017151200307622099)  2026-01-30T08:21Z [----] followers, [---] engagements


"$LYB Update - After holding it for 3-4 months I've decided to trim down my position by 50% and wait for re-entry at a lower price. The earning report and disclosed materials raised some concerns: [--]. Equity erosion is bad. From their unaudited balance sheet Shareholders' equity has dropped from $12979M to $10082M. This 22% drop in book value over [--] months suggests either massive buybacks (which I find is unlikely given its debt levels) or significant net losses. [--]. Working Capital Squeeze: Accounts receivable net has fallen from $4191M to 2517M. I view this as a signal for decline sales /"  
[X Link](https://x.com/longriverCM/status/2017308819702116698)  2026-01-30T18:47Z [----] followers, [---] engagements


"This weeks gain: $OSCR put $JD Cover calls $LYB sold $ZETA Cover calls $MOH sold This weeks loss: $SOXS sold I barely survived with positive return this week. What a wild time to be alive. Onto the next one. - Long River"  
[X Link](https://x.com/longriverCM/status/2017459495673213049)  2026-01-31T04:46Z [----] followers, [---] engagements


"What youre seeing is a forced deleveraging cascade: once BTC broke key technical levels over-levered longs got liquidated which pushed price lower triggering more liquidations. Thats why $1.4B in longs can translate into $100B+ in market cap loss in just hours thin liquidity + high leverage = air pockets. ETH usually gets hit harder in these events because its more crowded and more levered. This kind of move often happens when liquidity tightens (stronger dollar higher real rates risk-off flows) and crypto is one of the first assets to reprice. Its not crypto is dead its the market reminding"  
[X Link](https://x.com/longriverCM/status/2017651924477043116)  2026-01-31T17:31Z [----] followers, [----] engagements


"@GuyTalksEnergy So I think from a different perspective (not trying to make myself unique or anything) But with wind / solar energy they need to have good network and storage consider its not consistent sometimes. So Ive been eyeing on a few ones. I have a sizeable position on $SHLS"  
[X Link](https://x.com/longriverCM/status/2017745296944459841)  2026-01-31T23:42Z [----] followers, [--] engagements


"@Barchart @grok can you look up the definition of the least hedged what does it mean Why are they not hedged"  
[X Link](https://x.com/longriverCM/status/2017768831075184953)  2026-02-01T01:15Z [----] followers, [----] engagements


"Does anyone follow $PBR and $PBR.A Their price action seems to be very interesting"  
[X Link](https://x.com/longriverCM/status/2018083326725091465)  2026-02-01T22:05Z [----] followers, [---] engagements


"@business $CVNA one of the most confusing businesses. People know there are problems. Their business model is shady. The ownership structure is messy. People short them like crazy. Yet they dont fall"  
[X Link](https://x.com/longriverCM/status/2018083665335533900)  2026-02-01T22:06Z [----] followers, [---] engagements


"@KobeissiLetter @grok and also can you look up which stocks drop the most in US Tech 100"  
[X Link](https://x.com/longriverCM/status/2018159292960952535)  2026-02-02T03:07Z [----] followers, [----] engagements


"@KobeissiLetter $BTC and $ETC bros. Please stay calm. It will get worse and you will get used to it. @grok why is the price drop accelerating And whats your take on the future outlook of these two things"  
[X Link](https://x.com/longriverCM/status/2018165172196532673)  2026-02-02T03:30Z [----] followers, [----] engagements


"I think this isnt a market collapseits a flush of excess optimism leverage and crowded positioning. Painful yes but necessary. Once forced sellers are done the markets usually stabilize and the next phase of growth begins. Right now volatility looks ugly but its mostly mechanical and temporarymarkets are just resetting the risk landscape"  
[X Link](https://x.com/longriverCM/status/2018209824123523176)  2026-02-02T06:28Z [----] followers, [----] engagements


"I have a bit mixed feelings on $SIRI but if Dr.Michael Burry calls it and Ryan Cohen can pull it off. Id be very on board on $GME acquiring $SIRI"  
[X Link](https://x.com/longriverCM/status/2018416307918586268)  2026-02-02T20:08Z [----] followers, [---] engagements


"@KobeissiLetter Are the 65-year old candidates able to handle [--] rounds of case interviews [--] technical assessments [--] personality tests and [--] super day"  
[X Link](https://x.com/longriverCM/status/2018469666059162027)  2026-02-02T23:40Z [----] followers, [----] engagements


"Its wild to think our generation might actually get access to a $BRK.B $BRK.A Berkshire-style business run by a Berkshire-style capital allocator. When you zoom out and remove the $GME noise whats left is a real-time proof of concept: disciplined balance sheet management and long-term investing still workeven in todays casino-like markets. That only strengthens my conviction to stay long-term. https://twitter.com/i/web/status/2018558059904111035 https://twitter.com/i/web/status/2018558059904111035"  
[X Link](https://x.com/longriverCM/status/2018558059904111035)  2026-02-03T05:31Z [----] followers, 13K engagements


"@TheStalwart $INTU - 12.07% $PYPL - 20.71%"  
[X Link](https://x.com/longriverCM/status/2018753016120197619)  2026-02-03T18:26Z [----] followers, [---] engagements


"Not too shabby. Today is a rough day for sure. Biggest loser: $ZETA $SIRI $OSCR Biggest Winner: $PBR $MRNA $IAUX $CDLR $CHYM $DVN Yep I am also an oil guy and invest a little bit of everything"  
[X Link](https://x.com/longriverCM/status/2018822810194546826)  2026-02-03T23:04Z [----] followers, [---] engagements


"Lol this guy. Real bull markets need expanding global liquidity. Right now Fed balance sheet is not structurally expanding. QT may be slower but its still QT. Higher-for-longer rates cap speculative leverage Spot ETFs created one-time demand not reflexive demand. Most flows are reallocations (GBTC exits IBIT/Fidelity) No leverage loop like prior cycles (no DeFi yield frenzy no retail margin mania) And price will stall when ETF inflows pause real bull markets dont stall this easily. Liquidity isnt expanding ETF flows are reallocations (not reflexive demand) retail is absent miners are selling"  
[X Link](https://x.com/longriverCM/status/2018846035364176339)  2026-02-04T00:36Z [----] followers, [---] engagements


"@cryptorover So $2300 buy price @grok can you confirm the purchase Did he buy it with cash or credit"  
[X Link](https://x.com/longriverCM/status/2018856722795053078)  2026-02-04T01:18Z [----] followers, [---] engagements


"Start to think I sold covered calls too early. (Averaged price $27.84) $DVN write-up coming up this week"  
[X Link](https://x.com/longriverCM/status/2018869994915037237)  2026-02-04T02:11Z [----] followers, [---] engagements


"This is yelling stagflation to me. employment is barely expansionary and well below expectations while prices paid re-accelerated sharply. That combinationweak hiring with rising input costssuggests margin pressure for service firms and limits the case for a strong growth rebound. https://twitter.com/i/web/status/2019064150052245575 https://twitter.com/i/web/status/2019064150052245575"  
[X Link](https://x.com/longriverCM/status/2019064150052245575)  2026-02-04T15:03Z [----] followers, [---] engagements


"Bitcoin is highly sensitive to excess liquidity not fundamentals. When global dollar liquidity is expanding (QE balance-sheet growth easy financial conditions) BTC rips. When liquidity tightenseven subtlyBTC bleeds. What were seeing now is consistent with liquidity being drained not injected. There is a massive liquidity problem. We just dont know where is from. https://twitter.com/i/web/status/2019066539270410671 https://twitter.com/i/web/status/2019066539270410671"  
[X Link](https://x.com/longriverCM/status/2019066539270410671)  2026-02-04T15:12Z [----] followers, [----] engagements


"@Mr_Derivatives The sad part isvaluation is still too high. Its still relatively expensive compared to most of other times in the market"  
[X Link](https://x.com/longriverCM/status/2019067335265407296)  2026-02-04T15:15Z [----] followers, [----] engagements


"Ok we are now playing. And Ill say thismy leap calls on VIX and shorts on SOX are due in Jan [----]. All three accounts are going up for now"  
[X Link](https://x.com/longriverCM/status/2019082741782896922)  2026-02-04T16:16Z [----] followers, [---] engagements


"This is not making a lot of sense to me. If its a bubble then every thing should burst and people are all pivoting to safer investments. But treasury bonds are not climbing. If its not a bubble $AMD just crushed the earning and so were other few tech companies. Why are people selling. Something doesnt click and sadly i am not sure whats going on. https://twitter.com/i/web/status/2019103453055004829 https://twitter.com/i/web/status/2019103453055004829"  
[X Link](https://x.com/longriverCM/status/2019103453055004829)  2026-02-04T17:39Z [----] followers, [----] engagements


"@zerohedge Sold my $PLTZ a little early. :("  
[X Link](https://x.com/longriverCM/status/2019110671829659700)  2026-02-04T18:07Z [----] followers, [---] engagements


"Because its also based on growth expectations. Right now i think whats happeningis that market is going through a reset. Its not expectation chasing anymore but a cash flow focusing strategy. You can see the pivot to dividend etfs dividend paying stocks. $SIRI is a good example. I am sensingthere is a liquidity crisis somewhere and people are losing faith a bit into some AI stocks https://twitter.com/i/web/status/2019113345127751862 https://twitter.com/i/web/status/2019113345127751862"  
[X Link](https://x.com/longriverCM/status/2019113345127751862)  2026-02-04T18:18Z [----] followers, [---] engagements


"@jarg20260110 Yes sir Hedging policy works out"  
[X Link](https://x.com/longriverCM/status/2019118489894809765)  2026-02-04T18:38Z [----] followers, [--] engagements


"@StockMKTNewz @grok whats the partnership about Are there any financial transactions between the two"  
[X Link](https://x.com/longriverCM/status/2019122943532679470)  2026-02-04T18:56Z [----] followers, [---] engagements


"Are we besties now @michaeljburry Just kidding. Take good care of yourself Dr.Burry. Smile more Sleep Better I bought an annual subscription last Christmas and do not plan on canceling it. You do gods work. :)"  
[X Link](https://x.com/longriverCM/status/2019170768685302196)  2026-02-04T22:06Z [----] followers, [----] engagements


"@unusual_whales Thats a bit scary. I love our president. He is the best"  
[X Link](https://x.com/longriverCM/status/2019192100638822562)  2026-02-04T23:31Z [----] followers, [----] engagements


"@Geiger_Capital @grok do we believe in this projection and if yes how much more do you expect companies to invest so they can catch up"  
[X Link](https://x.com/longriverCM/status/2019194039002951810)  2026-02-04T23:39Z [----] followers, [----] engagements


"@zerohedge I dont know about this. What he did with $GME trade and $HOOD users is not that noble per se. @grok add more information so people after me can understand why i am saying this"  
[X Link](https://x.com/longriverCM/status/2019197127000551872)  2026-02-04T23:51Z [----] followers, [----] engagements


"@KobeissiLetter They really need that passive investing to pump up the stock huh If its a good business system wont let it fail. He cant wait"  
[X Link](https://x.com/longriverCM/status/2019202566534427072)  2026-02-05T00:13Z [----] followers, [----] engagements


"@StockMKTNewz Ok. Considering the size of SpaceX. He can pump or destroy $SPY single handedly. 😂"  
[X Link](https://x.com/longriverCM/status/2019203788670910606)  2026-02-05T00:17Z [----] followers, [---] engagements


"@zerohedge @grok what does it mean Why does him mention the koreans"  
[X Link](https://x.com/longriverCM/status/2019205595610726838)  2026-02-05T00:25Z [----] followers, [----] engagements


"@RealTacoTrades Them cash position is as good as $BRKA"  
[X Link](https://x.com/longriverCM/status/2019208386248949889)  2026-02-05T00:36Z [----] followers, [--] engagements


"$SIRI earning tomorrow. Oof. I hope they self-identify as non-tech stock"  
[X Link](https://x.com/longriverCM/status/2019209877751550237)  2026-02-05T00:42Z [----] followers, [---] engagements


"@zerohedge @grok share more about this. But also highlight potential scenarios and outcomes"  
[X Link](https://x.com/longriverCM/status/2019210871810191867)  2026-02-05T00:46Z [----] followers, [---] engagements


"@0_absolutely_0 @zerohedge Capex must be massive"  
[X Link](https://x.com/longriverCM/status/2019215951926010135)  2026-02-05T01:06Z [----] followers, [--] engagements


"One piece that rarely gets discussed in the U.S. debt conversation is the role of Fannie Mae ( $FNMA) and Freddie Mac ( $FMCC). They sit in this gray zone between public and private quietly absorbing mortgage risk and channeling capital into housing while implicitly leaning on the governments balance sheet. In practice they act as off-balance-sheet stabilizershelping keep mortgage markets liquid without the debt showing up cleanly in federal headlines. Thats not accidental. Its part of how the U.S. stretches its fiscal capacity without triggering an outright crisis. This matters because when"  
[X Link](https://x.com/longriverCM/status/2019232493883232279)  2026-02-05T02:11Z [----] followers, [----] engagements


"$DVN - Devon Energy was actually my project when I interned at a hedge fund and I would track their 13F filings every quarter to see if the fund added shares. Interestingly they never chose to buy which made me both frustrated and amused. They went all in on gold miners in [----] and [----]. Fuck now they are rich and successful and I am here posting an essay. Funny how life works out sometimes. https://t.co/FGo4rRd2zr https://t.co/FGo4rRd2zr"  
[X Link](https://x.com/longriverCM/status/2019245112929218998)  2026-02-05T03:02Z [----] followers, [---] engagements


"U.S. equities have had a strong multi-year rally meaning valuations are high relative to earnings and growth potential. But I do think it's about time for market to rotate some fund out of the position. Interest rates in the U.S. remain elevated compared to past years pressuring growth stocks making investors look abroad for better risk/reward. Political uncertainty or economic concerns in the U.S. (slow growth Fed tightening or risk of recession) push investors toward EM as a diversification strategy. EM rally is largely driven by U.S. investors seeking alternatives to expensive domestic"  
[X Link](https://x.com/longriverCM/status/2019246944976007540)  2026-02-05T03:09Z [----] followers, [----] engagements


"Is the market pricing in a stronger dollar now Higher U.S. interest rates increase the opportunity cost of holding non-yielding assets like crypto. A stronger dollar reduces the appeal of dollar-priced crypto assets for both domestic and global investors. Or is someone being liquidated by / at one of the exchanges The sentiment changes way too fast on this. https://twitter.com/i/web/status/2019249064404037772 https://twitter.com/i/web/status/2019249064404037772"  
[X Link](https://x.com/longriverCM/status/2019249064404037772)  2026-02-05T03:17Z [----] followers, [----] engagements


"@spectatorindex Let us sleep please. @grok what triggers this very recent sell-off in your opinion"  
[X Link](https://x.com/longriverCM/status/2019257847146770777)  2026-02-05T03:52Z [----] followers, [----] engagements


"@DeItaone Only [--] trillion @grok how big is one trillion Compare that number with corporations and entities"  
[X Link](https://x.com/longriverCM/status/2019263672204546409)  2026-02-05T04:15Z [----] followers, [----] engagements


"@jonchimpo23 @KobeissiLetter Interesting. Is Warshs brand image really that negative I figure he would be a decent choice for the economy"  
[X Link](https://x.com/longriverCM/status/2019265304828977210)  2026-02-05T04:22Z [----] followers, [--] engagements


"@zerohedge @grok whats your take on this And why market doesnt like Warsh"  
[X Link](https://x.com/longriverCM/status/2019268761665302945)  2026-02-05T04:36Z [----] followers, [----] engagements


"@KobeissiLetter This is more than leverage-related liquidation Id love to hear from the fellas at this point. What do we think trigger this sell-off Its massive at this point"  
[X Link](https://x.com/longriverCM/status/2019276242718191917)  2026-02-05T05:05Z [----] followers, [----] engagements


"@spectatorindex this is getting fun. @grok what triggers this liquidation and sell-off Give me your best guesses"  
[X Link](https://x.com/longriverCM/status/2019283108432900118)  2026-02-05T05:33Z [----] followers, [----] engagements


"@cryptorover @grok confirmed this but also look back for the past [--] training days. What are the institutions sold bitcoins"  
[X Link](https://x.com/longriverCM/status/2019288894467100776)  2026-02-05T05:56Z [----] followers, [----] engagements


"@ianfranklin @Mr_Derivatives Thats a very good take actually Global money too"  
[X Link](https://x.com/longriverCM/status/2019294696414278136)  2026-02-05T06:19Z [----] followers, [--] engagements


"@grok @WatcherGuru Why cant he donate money out of his own pocket Why does he have to sell $ETH"  
[X Link](https://x.com/longriverCM/status/2019298831847010452)  2026-02-05T06:35Z [----] followers, [--] engagements


"$SIRI not too bad. Ted did it"  
[X Link](https://x.com/longriverCM/status/2019414456707449231)  2026-02-05T14:15Z [----] followers, [---] engagements


"@Kalshi And the economy is good I dont buy it. I think todays situation actually reminds me [----] when all tech companies are laying off people. Unemployment will eventually impact the spending. :)"  
[X Link](https://x.com/longriverCM/status/2019416244701786526)  2026-02-05T14:22Z [----] followers, [----] engagements


"@jimcramer Now $GOOG and $GOOGL too Jim so do you just hate on us at this point"  
[X Link](https://x.com/longriverCM/status/2019417738918469867)  2026-02-05T14:28Z [----] followers, [----] engagements


"@DeItaone I feel like market realizes now that $GOOG will have higher Capex and less buy back now and the fact that they will focus on TPU businesses and compete with $NVDA might also represent a margin suppression"  
[X Link](https://x.com/longriverCM/status/2019419290374664706)  2026-02-05T14:34Z [----] followers, [---] engagements


"@unusual_whales @grok where is the memory shortage coming from"  
[X Link](https://x.com/longriverCM/status/2019425772491141235)  2026-02-05T14:59Z [----] followers, [----] engagements


"Yep i am with peter on this one. First the job cuts data matters because of the rate of change not just the level. A 118% YoY jump and the worst January since the GFC tells you layoffs are no longer isolated or tech-only. Once weekly claims start jumping by +20K in chunks thats usually the early phase of a broader labor market rollover. Companies dont cut lightlythis reflects tightening financial conditions finally bleeding into real hiring decisions. Second labor has been artificially strong because liquidity delayed the pain. From [--------] excess savings asset inflation and leverage (stocks"  
[X Link](https://x.com/longriverCM/status/2019427952190951489)  2026-02-05T15:08Z [----] followers, [----] engagements


"@Mr_Derivatives Very speechless. I hope saylor buys more at this price point"  
[X Link](https://x.com/longriverCM/status/2019430997109141859)  2026-02-05T15:20Z [----] followers, [---] engagements


"$SIRI. Have been holding them post $LSXMK era and adding a bunch around 19-20. Its been decent but now i am more confident than ever. $SIRI not too bad. Ted did it https://t.co/ECA9zw0jzb $SIRI not too bad. Ted did it https://t.co/ECA9zw0jzb"  
[X Link](https://x.com/longriverCM/status/2019431333815321062)  2026-02-05T15:22Z [----] followers, [---] engagements


"@DeItaone A loss of conviction = A broken market. $BTC is driven by faith and trust. And now its broken"  
[X Link](https://x.com/longriverCM/status/2019432740752617985)  2026-02-05T15:27Z [----] followers, [----] engagements


"First the job cuts data matters because of the rate of change not just the level. A 118% YoY jump and the worst January since the GFC tells you layoffs are no longer isolated or tech-only. Once weekly claims start jumping by +20K in chunks thats usually the early phase of a broader labor market rollover. Companies dont cut lightlythis reflects tightening financial conditions finally bleeding into real hiring decisions. Second labor has been artificially strong because liquidity delayed the pain. From [--------] excess savings asset inflation and leverage (stocks crypto real estate) allowed"  
[X Link](https://x.com/longriverCM/status/2019434851925954947)  2026-02-05T15:36Z [----] followers, [---] engagements


"Yeah thats a terrible look and for a few big reasons. First it politicizes the Fed in the most explicit way possible. Even floating the idea that interest-rate policy could trigger a lawsuitdecided by the Presidentsignals to markets that monetary policy isnt independent. The Feds credibility is built on insulation from political pressure. Once thats questioned inflation expectations and term premiums go up not down. Second it creates legal chaos where none should exist. There is no serious legal framework for suing someone over rate decisions made within the Feds mandate. Suggesting otherwise"  
[X Link](https://x.com/longriverCM/status/2019435244173087084)  2026-02-05T15:37Z [----] followers, [----] engagements


"@Kalshi oof thats not a pretty forecast. Liquidity is worse than people think at this point. If it passes to more stocks thats a bear market"  
[X Link](https://x.com/longriverCM/status/2019437480010027183)  2026-02-05T15:46Z [----] followers, [---] engagements


"@zerohedge Are they eye poking each other now Thatd bring back their stock price. 😂"  
[X Link](https://x.com/longriverCM/status/2019437831534653590)  2026-02-05T15:47Z [----] followers, [---] engagements


"@DeItaone This isnt bullish or bearish in isolation. Its a sign of fracturing monetary trust globally. China experimenting outside the yuan tells me the system is stressed and when major powers start hedging their own currencies volatility rises. If they back it with the gold Oof"  
[X Link](https://x.com/longriverCM/status/2019447345893548490)  2026-02-05T16:25Z [----] followers, [----] engagements


"@DeItaone @grok how big would be [--] trillions in terms of company marker cap + countrys GDP"  
[X Link](https://x.com/longriverCM/status/2019451532190658860)  2026-02-05T16:42Z [----] followers, [----] engagements


"$6.1B unrealized loss is huge for any single investment even for a large institutional strategy. if this is MicroStrategy-style exposure it likely represents the majority of the companys or strategys market value meaning paper losses are massive relative to their balance sheet. Could lead to forced selling if margin calls or liquidity needs arise further pressuring prices. Hope he makes it through. https://twitter.com/i/web/status/2019454503120974191 https://twitter.com/i/web/status/2019454503120974191"  
[X Link](https://x.com/longriverCM/status/2019454503120974191)  2026-02-05T16:54Z [----] followers, [---] engagements


"@unusual_whales Repo operations are essentially short-term loans where the ECB lends cash to banks against collateral. A new repo framework to boost the euro likely means the ECB wants to increase liquidity in euros support lending and stabilize the currency. Liquidity crisis in Europe"  
[X Link](https://x.com/longriverCM/status/2019458241789321268)  2026-02-05T17:08Z [----] followers, [---] engagements


"@Mr_Derivatives I lowkey agree. Like losses might be hard to accept mentally. But when you free up capital and can focus on other things Its a refreshing feelings"  
[X Link](https://x.com/longriverCM/status/2019460955311124791)  2026-02-05T17:19Z [----] followers, [---] engagements


"@LeadingReport @grok what does he mean Care to explain"  
[X Link](https://x.com/longriverCM/status/2019461467691475198)  2026-02-05T17:21Z [----] followers, [----] engagements


"Continue to be up. Shout out to $SIRI Oops. https://t.co/7XJDy29E6u Oops. https://t.co/7XJDy29E6u"  
[X Link](https://x.com/longriverCM/status/2019462925224722738)  2026-02-05T17:27Z [----] followers, [---] engagements


"@jimcramer Who wouldve thought Jim Cramer is the one bursting all the AI bubbles. You the real man"  
[X Link](https://x.com/longriverCM/status/2019467735604887733)  2026-02-05T17:46Z [----] followers, [---] engagements


"@KobeissiLetter Who else he is going to endorse And why is it related to anything"  
[X Link](https://x.com/longriverCM/status/2019472437331529819)  2026-02-05T18:05Z [----] followers, [----] engagements


"@KobeissiLetter Investors are rushing into $CRUD because US-Iran tensions raise the risk of supply disruptions. This inflow reflects both speculation on short-term price spikes and safe-haven positioning in crude. If the price of oil keeps going up Inflation is coming back"  
[X Link](https://x.com/longriverCM/status/2019474848997650600)  2026-02-05T18:14Z [----] followers, [---] engagements


"As we saw over $8.5B in leveraged crypto positions have been liquidated since late January. These forced sales feed directly into sharp price drops creating a self-reinforcing cycle. Treasury Secretary Bessent pushing the Clarity Act adds uncertainty. Even if its meant to stabilize the market long-term traders often react emotionally in the short term selling first and digesting details later. The speed and magnitude of this drop point to fear and panic dominating the market. This is classic emotional selling where participants react to losses and headlines rather than fundamentals like"  
[X Link](https://x.com/longriverCM/status/2019476821138448621)  2026-02-05T18:22Z [----] followers, [---] engagements


"Bank of Canada Governor Macklem is essentially warning about the ripple effects of Fed unpredictability. If the U.S. Federal Reserve starts acting in ways that markets cannot anticipate it creates uncertainty in interest rates globally including U.S. Treasuries. The 5-year U.S. Treasury rate is particularly sensitive because it reflects medium-term expectations for inflation growth and Fed policy. If the Fed becomes less predictable investors may demand higher yields for holding Treasuries to compensate for added risk pushing rates up. This would have a domino effect on global borrowing costs"  
[X Link](https://x.com/longriverCM/status/2019478852624412869)  2026-02-05T18:30Z [----] followers, [---] engagements


"@zerohedge They dont have too much credibility so i think that tariff deal is gonna be executed poorly"  
[X Link](https://x.com/longriverCM/status/2019489889251676214)  2026-02-05T19:14Z [----] followers, [---] engagements


"@DeItaone @grok care to share more And why is their rate higher than other entites"  
[X Link](https://x.com/longriverCM/status/2019490471114912185)  2026-02-05T19:17Z [----] followers, [---] engagements


"@JDiP09 @DeItaone The consensus is off lol"  
[X Link](https://x.com/longriverCM/status/2019495176721309763)  2026-02-05T19:35Z [----] followers, [---] engagements


"@Mr_Derivatives At certain point the sell off would stop right Right"  
[X Link](https://x.com/longriverCM/status/2019499768896967036)  2026-02-05T19:54Z [----] followers, [----] engagements


"@Kalshi This to me is pretty bad. We are seeing 10% more than what we expected"  
[X Link](https://x.com/longriverCM/status/2019503413470310850)  2026-02-05T20:08Z [----] followers, [---] engagements


"@Mr_Derivatives Opened up smaller positions for business i like. If it dips more i will buy more and i wont drain up my liquidity"  
[X Link](https://x.com/longriverCM/status/2019503578021261597)  2026-02-05T20:09Z [----] followers, [---] engagements


"@Kalshi @grok whats your projection on when Give us scenarios an probability for each"  
[X Link](https://x.com/longriverCM/status/2019509244849180847)  2026-02-05T20:31Z [----] followers, [----] engagements


"Started unwind some of my $SGOV cash reserve. Plan on adding $OSCR $SOFI $ZETA at current price levels. $CHYM is getting there. $SNOW is getting there. $SAP is getting interesting"  
[X Link](https://x.com/longriverCM/status/2019513277881954324)  2026-02-05T20:47Z [----] followers, [---] engagements


"@zerohedge I remember Dr.Michael Burry mentioned about their Capex. They also played with the depreciation schedule but in a better way compared to Meta and Microsoft"  
[X Link](https://x.com/longriverCM/status/2019513494262149593)  2026-02-05T20:48Z [----] followers, [---] engagements


"@Gubloinvestor Tbh the concept of margin is similar to using leverge(s). I never understood why people use the money they never have to invest"  
[X Link](https://x.com/longriverCM/status/2019515360181965127)  2026-02-05T20:55Z [----] followers, [---] engagements


"@KobeissiLetter @grok what happen And do you foresee it continue to go lower"  
[X Link](https://x.com/longriverCM/status/2019516319650181282)  2026-02-05T20:59Z [----] followers, [----] engagements


"$GOOG $AMZN $META $MSFT These ratios dont look healthy to me"  
[X Link](https://x.com/longriverCM/status/2019526157243412674)  2026-02-05T21:38Z [----] followers, [---] engagements


"@DeItaone Here is a fun question: Where will the money go @grok do you notice any rotation Where is the money going"  
[X Link](https://x.com/longriverCM/status/2019530562554454481)  2026-02-05T21:56Z [----] followers, [----] engagements


"@Mr_Derivatives If they can reach below $150 id say we will be very happy to pull the trigger"  
[X Link](https://x.com/longriverCM/status/2019541019168251920)  2026-02-05T22:37Z [----] followers, [----] engagements


"Is it too aggressive if i choose to park all my cash in $BRK.B I suddenly have this idea to put all my cash in Berkshire instead of treasury bond"  
[X Link](https://x.com/longriverCM/status/2019545270984536141)  2026-02-05T22:54Z [----] followers, [---] engagements


"This never gets old. Diversification is selling the winner to buy the losers. https://t.co/2fTa9gQ2Am Diversification is selling the winner to buy the losers. https://t.co/2fTa9gQ2Am"  
[X Link](https://x.com/longriverCM/status/2019554961902784817)  2026-02-05T23:33Z [----] followers, [---] engagements


"Doesnt look too shabby. I might not be the one to follow in a crazy bull market i sure can get my way out of a downturn. Leverage $UVIX calls for the win $SIRI for the win Might start raising my stake shorting semiconductor industry. Current cash reserve is liquid and ready to be deployed. Continue to be up. Shout out to $SIRI https://t.co/ysRGqQMx3w Continue to be up. Shout out to $SIRI https://t.co/ysRGqQMx3w"  
[X Link](https://x.com/longriverCM/status/2019556016677863654)  2026-02-05T23:37Z [----] followers, [---] engagements


"@Trevor_Sande @DeItaone And we shall thank him to become the liquidity we need to exit"  
[X Link](https://x.com/longriverCM/status/2019557144732017028)  2026-02-05T23:41Z [----] followers, [--] engagements


"@MG_Feed Ikit feels like there are no safe assets to put my money at"  
[X Link](https://x.com/longriverCM/status/2019557282544222557)  2026-02-05T23:42Z [----] followers, [--] engagements


"The Fear & Greed Index is extreme but the broader equity market isnt under the same structural stress as it was in April [----]. Back then systemic risk was higher and SPY followed the panic. Liquidity buffers are stronger now. Retail traders have less leverage than 2025s peak mania and institutions are more cautious. Margin calls in crypto are hitting but equities are largely insulated. Id say its getting there still. https://twitter.com/i/web/status/2019561648181186588 https://twitter.com/i/web/status/2019561648181186588"  
[X Link](https://x.com/longriverCM/status/2019561648181186588)  2026-02-05T23:59Z [----] followers, [---] engagements


"@MG_Feed Good businesses will never die If you plan on holding long term then its all about business itself"  
[X Link](https://x.com/longriverCM/status/2019562540766801950)  2026-02-06T00:03Z [----] followers, [--] engagements


"Ive been fairly bearish on the economy since 2024and my perspective comes from my day-to-day work. I look at millions of customer records studying how consumer lending wholesale lending and corporate finance actually function. The trends I see are telling: Delinquencies are rising across other loans and credit cards. Mortgages are slowing down with fewer home purchases and transactions. These are not minor signals. They paint a picture of an economy that isnt as healthy as headlines suggest. And its a reminder: companies cant post record-breaking revenue forever if the fundamentals of the"  
[X Link](https://x.com/longriverCM/status/2019566675658445094)  2026-02-06T00:19Z [----] followers, [---] engagements


"@TheFinPitch Not a bad idea. Policy impacts are or will impact them"  
[X Link](https://x.com/longriverCM/status/2019570692031943009)  2026-02-06T00:35Z [----] followers, [--] engagements


"@StockMKTNewz Who are they kidding Its like 40% more than their trailing [--] month free cash flow"  
[X Link](https://x.com/longriverCM/status/2019617657901744294)  2026-02-06T03:42Z [----] followers, [---] engagements


"People keep saying HBM isnt a commodity but thats only true temporarily. Structurally memory has always been a commodity business. Whats different today is that HBM sits early in its cycle: high complexity tight qualification with AI chipmakers and limited supply have created real pricing power. That phase never lasts. The real signal isnt demand its capex. Once players like Samsung expand capacity fixed costs are sunk and marginal costs collapse. At that point not filling capacity is worse than selling at lower prices. History shows memory cycles are supply-driven not demand-driven and"  
[X Link](https://x.com/longriverCM/status/2019620167672558031)  2026-02-06T03:52Z [----] followers, [----] engagements


"Amazons capex is massive and still accelerating (AI data centers logistics). Investors were hoping for a harvest phase after years of spend. Instead Amazon basically said: spending stays high. That hits free cash flow expectations immediately and AMZN trades far more on FCF than on EPS. The market is fine with AI spending if theres a clear payoff timeline. With Amazon the return profile is fuzzier than say Microsofts. AWS growth has stabilized not re-accelerated hard enough to justify this level of spend yet. https://twitter.com/i/web/status/2019620813016543436"  
[X Link](https://x.com/longriverCM/status/2019620813016543436)  2026-02-06T03:54Z [----] followers, [----] engagements


"@RonONeil11 @Mr_Derivatives 🤝"  
[X Link](https://x.com/longriverCM/status/2019629073224319344)  2026-02-06T04:27Z [----] followers, [--] engagements


"$BTC so close to see $60000. I guess its a pause now"  
[X Link](https://x.com/longriverCM/status/2019632253614080250)  2026-02-06T04:40Z [----] followers, [---] engagements


"I didnt like the fact that healthcare policy started shifting. Every time when political factors get involved things get messy. Healthcare industry overall is undervalued so thats why i was buying them. $MOH is an interesting one. It was on my radar because of a few hedge fund managers i follow. Dr. michael burry wrote this great analysis on it so i added more here and there. I asked this directly and he cared enough to answer my stupid questions lol. I partially agree with Dr.Burry but warrens hesitation in healthcare system also has me thinking. My question and his answers are below:"  
[X Link](https://x.com/longriverCM/status/2019634236181901718)  2026-02-06T04:48Z [----] followers, [---] engagements


"@Barchart @grok last time bitcoin fell this low what happened to the stock market"  
[X Link](https://x.com/longriverCM/status/2019635576681758895)  2026-02-06T04:53Z [----] followers, [---] engagements


"@theRealKiyosaki @grok what did this guy do exactly Besides the book what other things he was successful at Sounds like he was wrong very often"  
[X Link](https://x.com/longriverCM/status/2019640406259167504)  2026-02-06T05:12Z [----] followers, [----] engagements


"Heres what I think is going on: 1.A major leveraged position likely got liquidated probably a single whale or a few ultra-large holders with tens of thousands of BTC on margin. That kind of forced selling can trigger cascading liquidations even if overall market sentiment isnt universally panic-driven. 2.Liquidity crunch in key exchanges when a massive position is forced to sell exchanges can struggle to fill orders at current prices accelerating the drop. Thats why $10k+ moves happen faster than typical market reactions. 3.Psychological impact once a big number of daily drop is breached it"  
[X Link](https://x.com/longriverCM/status/2019643306787865001)  2026-02-06T05:24Z [----] followers, [----] engagements


"Retail options activity exploding like this is a late-cycle signal not a sign of healthy market participation. When individual investors pile into short-dated optionsespecially in macro hedges like gold and silverit usually reflects volatility-chasing and emotional positioning not long-term conviction. The fact that precious-metals options volume is multiples of prior peaks suggests retail isnt just hedging anymore; theyre speculating on macro stress in a leveraged way. Historically that kind of behavior clusters near turning points not durable bottoms. When markets become dominated by"  
[X Link](https://x.com/longriverCM/status/2019665231379665342)  2026-02-06T06:51Z [----] followers, [---] engagements


"My take on this: Sentiment beat expectations driven almost entirely by better current conditions not future confidence Expectations barely moved signaling relief not optimism 1-year inflation expectations fell (good for the Fed) but 5-year ticked up (credibility still shaky) The data isnt fake but its soft and narrative-sensitive (gas prices headlines timing) https://twitter.com/i/web/status/2019789729382760531 https://twitter.com/i/web/status/2019789729382760531"  
[X Link](https://x.com/longriverCM/status/2019789729382760531)  2026-02-06T15:06Z [----] followers, [---] engagements


"If the goal is to predict the Consumer Price Index (CPI) UMich has indeed been "wrong." Throughout [----] actual inflation (CPI) trended lowerending the year around 2.7%while UMich respondents were bracing for 4.0% to 4.4%. Historically UMich data shows "partisan bias" where supporters of the party in power often report more optimistic views while the opposition reports more pessimistic (higher inflation) views. However in early [----] UMich Director Joanne Hsu noted that the jump in expectations was broad-based across both parties driven by fears of new tariffs and policy shifts. Market measures"  
[X Link](https://x.com/longriverCM/status/2019793546417492044)  2026-02-06T15:21Z [----] followers, [---] engagements


"The headline S&P [---] volatility looks low but under the surface single-stock volatility is soaring now [--] higher than the index and doubling over the past two weeks. This gap signals internal stress: mega-cap names are keeping the index calm while most other stocks are swinging wildly due to earnings surprises guidance risk and capex concerns. Higher-for-longer interest rates uneven cash-flow dynamics and crowded positioning are amplifying stock-level moves. This is a classic dispersion-driven market where volatility is concentrated in individual names rather than broad indices. Historical"  
[X Link](https://x.com/longriverCM/status/2019794404840530054)  2026-02-06T15:24Z [----] followers, [---] engagements


"Hyperscalers like AWS Microsoft Azure and Google Cloud are quietly managing capacity. Theyre not broadcasting expansion plans because announcing massive builds signals increased costs slower ROI or potential overcapacity which can spook investors. By keeping quiet they maintain perceived scarcity of compute and storage letting customers keep paying for high demand. Publicizing constraints could trigger pushback renegotiation or alternative solutions from corporate clients. https://twitter.com/i/web/status/2019797226759852443 https://twitter.com/i/web/status/2019797226759852443"  
[X Link](https://x.com/longriverCM/status/2019797226759852443)  2026-02-06T15:35Z [----] followers, [---] engagements


"@Kalshi Dead cat bounce. 😂"  
[X Link](https://x.com/longriverCM/status/2019798372870242430)  2026-02-06T15:40Z [----] followers, [---] engagements


"Call options surged to [------] contracts 4x the previous record. High call volume often indicates investor optimism for upside but it can also reflect speculative hedging or leveraged bets. Traders may be trying to profit from a potential short-term rebound or volatility-driven gains rather than a long-term bullish conviction. Investors are piling into call options on $IGV because software stocks are deeply oversold sentiment is negative and there is potential for a short-term rebound. The record volume suggests both speculative interest and hedge positioning betting that the sharp 2025"  
[X Link](https://x.com/longriverCM/status/2019800408462332196)  2026-02-06T15:48Z [----] followers, [----] engagements


"@unusual_whales oof then RIP to us housing market. No one would buy up the properties"  
[X Link](https://x.com/longriverCM/status/2019802166609793228)  2026-02-06T15:55Z [----] followers, [---] engagements


"@unusual_whales so they give in @grok what happened"  
[X Link](https://x.com/longriverCM/status/2019802996679319878)  2026-02-06T15:58Z [----] followers, [----] engagements


"@zerohedge @grok whos behind it"  
[X Link](https://x.com/longriverCM/status/2019803654379995603)  2026-02-06T16:01Z [----] followers, [---] engagements


"@WatcherGuru Crypro bros for the win today"  
[X Link](https://x.com/longriverCM/status/2019806901912138124)  2026-02-06T16:14Z [----] followers, [---] engagements


"@Mr_Derivatives A lovely one. Lets say what happens next"  
[X Link](https://x.com/longriverCM/status/2019809186633433561)  2026-02-06T16:23Z [----] followers, [---] engagements


"@DeItaone Wow i do expect a rebound but 10% feels aggressive. @grok why 10% Whos buying"  
[X Link](https://x.com/longriverCM/status/2019811718529204599)  2026-02-06T16:33Z [----] followers, [---] engagements


"@zerohedge Employment dropped but the official unemployment rate fell because people left the labor force or the job losses were offset by other data quirks. Its a signal of labor market friction rather than pure strength"  
[X Link](https://x.com/longriverCM/status/2019812405384184126)  2026-02-06T16:36Z [----] followers, [---] engagements


"@DeItaone @grok give me a scenario analysis i want to see possibilities of each scenarios and whether this is sustainable"  
[X Link](https://x.com/longriverCM/status/2019815134752068045)  2026-02-06T16:47Z [----] followers, [----] engagements


"@jimcramer Stop. We will want to retain and make money from $GOOG"  
[X Link](https://x.com/longriverCM/status/2019817191131214210)  2026-02-06T16:55Z [----] followers, [---] engagements


"@Mr_Derivatives Is there enough liquidity to send $BTC back to $75000. If its another leveraged playits gonna collapse faster right"  
[X Link](https://x.com/longriverCM/status/2019818016712933485)  2026-02-06T16:58Z [----] followers, [---] engagements


"@Kalshi How are those $BTC to [-----] bets doing now"  
[X Link](https://x.com/longriverCM/status/2019818099462320311)  2026-02-06T16:58Z [----] followers, [---] engagements


"@WatcherGuru Reverse timberrrrrrr. Wonder if its sustainable"  
[X Link](https://x.com/longriverCM/status/2019820806948397351)  2026-02-06T17:09Z [----] followers, [---] engagements


"@DeItaone @grok whats the implications of this"  
[X Link](https://x.com/longriverCM/status/2019822118150853040)  2026-02-06T17:14Z [----] followers, [----] engagements


"@robgarmen @Kalshi Did we"  
[X Link](https://x.com/longriverCM/status/2019822669471052131)  2026-02-06T17:17Z [----] followers, [--] engagements


"@LeadingReport He doesnt know thats a racist video Sorry that staff* doesnt know thats a racist video **wink wink"  
[X Link](https://x.com/longriverCM/status/2019825085302075413)  2026-02-06T17:26Z [----] followers, 60.2K engagements


"NVIDIA and hyperscalers (like Amazon Microsoft Google) are pouring tens of billions into AI infrastructure: GPUs data centers networking and software. This is real money and drives future growthbut its front-loaded and extremely capital-intensive. Sustaining that level year after year is tough especially if revenue growth slows or macro conditions worsen. AI models are hungry for compute but actual enterprise adoption is still early-stage. Theres a lag between interest and actual long-term contract commitments. Huangs claim of [--] years to figure out demand is basically saying we dont know how"  
[X Link](https://x.com/longriverCM/status/2019828401305985054)  2026-02-06T17:39Z [----] followers, [----] engagements


"@StockMKTNewz GPUs arent cheap; data center expansion is costly. If growth slows or supply/demand mismatches occur margins can be compressed. Even NVIDIAs near-term earnings could feel pressure if capex doesnt convert into sales fast enough"  
[X Link](https://x.com/longriverCM/status/2019829177831289200)  2026-02-06T17:42Z [----] followers, [----] engagements


"OpenAI can scale on NVIDIA chips. Thats how GPT-4/5 was trained. But NVIDIAs supply is finite. High-end chips are expensive have long lead times and manufacturing cant instantly scale to OpenAIs projected demand. Its doable technicallyOpenAI can and does rely on NVIDIAbut logistically and financially its a huge dependency. OpenAI essentially ties its next-generation models to NVIDIAs manufacturing pricing and roadmap. https://twitter.com/i/web/status/2019831236739363274 https://twitter.com/i/web/status/2019831236739363274"  
[X Link](https://x.com/longriverCM/status/2019831236739363274)  2026-02-06T17:51Z [----] followers, [---] engagements


"Meta spends a lot on AI (they have the LLaMA models AI research and big data centers). But their capex efficiency is questionable. There are reports of huge data center spend and GPU buys that dont always translate into commercial revenue. Their AI products havent captured the market the way OpenAI or Google haveso saying no one uses AI better than Meta is clearly an exaggeration. CEOs often praise peers to curry favor or hype the market. For NVIDIA it also signals: if you want high-performance AI you need our chipsbecause even the best companies rely on them. Its more marketing spin than"  
[X Link](https://x.com/longriverCM/status/2019832100061393166)  2026-02-06T17:54Z [----] followers, [----] engagements


"@Polymarket @grok what triggers this shutdown Didnt they just reach for an agreement and re-open it"  
[X Link](https://x.com/longriverCM/status/2019835507681947854)  2026-02-06T18:08Z [----] followers, [----] engagements


"@DeItaone I need in & out and shake shack to drop the price for their burgers. 🤝"  
[X Link](https://x.com/longriverCM/status/2019837125693510122)  2026-02-06T18:14Z [----] followers, [----] engagements


"@Kalshi This is crazy. Past few days felt like they never happened"  
[X Link](https://x.com/longriverCM/status/2019855937826341206)  2026-02-06T19:29Z [----] followers, [---] engagements


"@DeItaone @grok would this impact the stock price"  
[X Link](https://x.com/longriverCM/status/2019856813462818924)  2026-02-06T19:32Z [----] followers, [---] engagements


"@KobeissiLetter This is crazy. After all recent earnings and news are we this confident Where does all the liquidity come from The past few days felt like a dream"  
[X Link](https://x.com/longriverCM/status/2019857608425799741)  2026-02-06T19:35Z [----] followers, [---] engagements


"@zerohedge @grok why would Netflex be in legal and political trouble now What did they do"  
[X Link](https://x.com/longriverCM/status/2019857845307539519)  2026-02-06T19:36Z [----] followers, [---] engagements


"$BTC $ETH I guess liquidity is back Ill rage bait you guys next time they drop"  
[X Link](https://x.com/longriverCM/status/2019860263781196286)  2026-02-06T19:46Z [----] followers, [---] engagements


"@Kalshi [---] trillion feels really off. 😂 Imagine all the revenue and earning $TSLA have to generate to back it up"  
[X Link](https://x.com/longriverCM/status/2019860965098156516)  2026-02-06T19:49Z [----] followers, [----] engagements


"Not every sharp bounce is a trap. In some cases large moves up after prolonged sell-offs can mark capitulation and a potential trend reversal. For example if $MSTR and Bitcoin are up sharply on unusually high volume and accompanied by positive fundamentals (adoption news regulatory clarity or institutional buying) it might be more than a short-term bear bounce. Cryptocurrencies like Bitcoin often decouple from equities. A sharp bounce in BTC might not even correlate with broader macro risk sentiment. $MSTR moves can sometimes track BTC rather than the general market. So selling $MSTR or"  
[X Link](https://x.com/longriverCM/status/2019863652455837969)  2026-02-06T19:59Z [----] followers, [----] engagements


"@unusual_whales Deflation time is coming"  
[X Link](https://x.com/longriverCM/status/2019871305432985954)  2026-02-06T20:30Z [----] followers, [--] engagements


"@zerohedge This is crazy. I guess recession is canceled. Bear market is canceled. And we are now starting the golden era"  
[X Link](https://x.com/longriverCM/status/2019875544998047794)  2026-02-06T20:47Z [----] followers, [---] engagements


"Bitcoin universal outperformer. BTC has outperformed in specific bull cycles but on a risk-adjusted basis its far more volatile than physical capital produces no cash flow and has underperformed many traditional assets over long stretches. Digital credit doesnt beat traditional credit once risk is priced in Higher yields mostly reflect higher default risk weak underwriting smart-contract risk and lack of legal protections. Thats not true outperformance its risk transfer. $MSTR isnt better Bitcoin its leveraged equity MicroStrategys outperformance comes from leverage equity risk premium and"  
[X Link](https://x.com/longriverCM/status/2019882173763879214)  2026-02-06T21:13Z [----] followers, [----] engagements


"Calling this a dip buyers win moment confuses price action with validation. A +130-point S&P move and $1.1T in market cap added says more about positioning flows and short-covering than fundamentals. In liquidity-driven markets sharp rallies often occur because participants are underexposed or hedged not because risk has genuinely improved. One strong close doesnt negate elevated valuations slowing earnings growth or macro uncertainty. dip buyers didnt win they werent punished today. Thats not the same thing. Winning requires confirmation through earnings margins and cash flows not just a"  
[X Link](https://x.com/longriverCM/status/2019882800556757336)  2026-02-06T21:16Z [----] followers, [----] engagements


"@Polymarket @grok which crypto hedge fund will blow up"  
[X Link](https://x.com/longriverCM/status/2019884151302996360)  2026-02-06T21:21Z [----] followers, [---] engagements


"If exporters in affected countries shift away from the U.S. market to avoid the tariff global supply chains could realign. Businesses that source from these markets may see cost increases if suppliers pass on tariff costs. Tariffs generally raise prices for importers and U.S. consumers or firms that rely on foreign inputs. How much this translates to inflation or corporate margins depends on substitution options. https://twitter.com/i/web/status/2019898324459921644 https://twitter.com/i/web/status/2019898324459921644"  
[X Link](https://x.com/longriverCM/status/2019898324459921644)  2026-02-06T22:17Z [----] followers, [--] engagements


"Trumps public statements include language about India eliminating tariffs and buying lots of U.S. products but Indian government sources have not fully endorsed the zero-tariff or $500B purchase claims they describe them as aspirational or part of ongoing negotiations rather than binding commitments. India has not officially said it will eliminate tariffs across the board on all U.S. industrial and agricultural goods. Sensitive food and dairy sectors are explicitly excluded from immediate cuts. They dont have credibility and can execute poorly. Its a bad deal"  
[X Link](https://x.com/longriverCM/status/2019900245241376999)  2026-02-06T22:25Z [----] followers, [----] engagements


"@Polymarket Its fascinating. You can almost bet on everything these days"  
[X Link](https://x.com/longriverCM/status/2019915149566504998)  2026-02-06T23:24Z [----] followers, [---] engagements


"@Mr_Derivatives Crazy time for $AMZNthe capex story really impacts them a lot"  
[X Link](https://x.com/longriverCM/status/2019961246804578376)  2026-02-07T02:27Z [----] followers, [---] engagements


"Tonight feels slow. Do people stop posting all of sudden"  
[X Link](https://x.com/longriverCM/status/2019967516689277360)  2026-02-07T02:52Z [----] followers, [---] engagements


"@TradeChronicle Hahaha yes that too Or different accounts but all about $BTC drops to $65000"  
[X Link](https://x.com/longriverCM/status/2019976955576111314)  2026-02-07T03:30Z [----] followers, [--] engagements


"@PathofTheDollar Cash is king dividends are underrated and growth expectation can be crushed by a lack of faith"  
[X Link](https://x.com/longriverCM/status/2019983012696670215)  2026-02-07T03:54Z [----] followers, [--] engagements


"@WatcherGuru Ok. @grok what happened Did tom lee buy any recently"  
[X Link](https://x.com/longriverCM/status/2019988179785240576)  2026-02-07T04:14Z [----] followers, [---] engagements


"Benchmarks are narrow and gameable. Whoever optimizes directly for them wins temporarily. Foundation model capability best end-user research product. Distribution + ecosystem still dominate long-term outcomes not point-in-time evals. What is accelerating is the commoditization of raw intelligence. Everyone is converging fast. The edge is shifting toward: UX vertical workflows latency + cost trust / citations / compliance So yeah Perplexity deserves credit theyre executing well in their lane. But this isnt OpenAI is behind or Anthropic lost. https://twitter.com/i/web/status/2020164403430133978"  
[X Link](https://x.com/longriverCM/status/2020164403430133978)  2026-02-07T15:55Z [----] followers, [---] engagements


"An unapproved CNH-stablecoin is basically a shadow FX rail. It lets money move across borders bypass quotas and dodge surveillance. Thats an existential red flag for the PBoC. The U.S. tolerates (even benefits from) dollar stablecoins exporting USD dominance. China views the same mechanism as a threat not a feature. Different systems different incentives. https://twitter.com/i/web/status/2020164727360340075 https://twitter.com/i/web/status/2020164727360340075"  
[X Link](https://x.com/longriverCM/status/2020164727360340075)  2026-02-07T15:56Z [----] followers, [---] engagements


"@DeItaone @grok thoughts What do you think will happen in the future"  
[X Link](https://x.com/longriverCM/status/2020180534383816972)  2026-02-07T16:59Z [----] followers, [---] engagements


"Just because 60% of customers earn over $100K doesnt mean the brand is growing or that the experience is good. It just shows Chipotle attracts affluent diners likely because people with higher income are more willing to pay $12$15 per burrito and still consider it fast casual. If the food quality is slipping and service is worse thats going to hurt repeat visits even if the customers are rich. Affluent customers might tolerate it for a while but at some point theyll switch to alternatives that feel better or more premium. You can tell that they are desperate. This stat is often used to make"  
[X Link](https://x.com/longriverCM/status/2020182113501229311)  2026-02-07T17:05Z [----] followers, 15.8K engagements


"@LeadingReport @grok why did they yank the mic on him"  
[X Link](https://x.com/longriverCM/status/2020185197728112842)  2026-02-07T17:17Z [----] followers, 18.4K engagements


"@Polymarket @grok what military assignment 🤔"  
[X Link](https://x.com/longriverCM/status/2020186900594893177)  2026-02-07T17:24Z [----] followers, 41.6K engagements


"This assumes near-perfect automation and renewable energy scaling. Well shouldnt human factors (politics regulation inequality security) still matter dollars might not disappear overnight and you still need a thing to function as global trade. Control over energy and production would likely become the new locus of power rather than traditional capital. Thats 100% true. https://twitter.com/i/web/status/2020203230064701929 https://twitter.com/i/web/status/2020203230064701929"  
[X Link](https://x.com/longriverCM/status/2020203230064701929)  2026-02-07T18:29Z [----] followers, [----] engagements


"@VladTheInflator Thanks for saying it Its more about the existing homebuyers upgrade or downgrade houses. The real group that can bring in marginal increase is no where close on buying a house"  
[X Link](https://x.com/longriverCM/status/2020207127076433928)  2026-02-07T18:44Z [----] followers, [---] engagements


"Lutnicks statement is a very simplistic and ideologically loaded claim and it doesnt hold up if you look at the data carefully. From the 1990s through the 2010s the U.S. and other Western economies saw strong GDP growth innovation booms (think tech in Silicon Valley) and rising corporate profits. Even after the [----] financial crisis the U.S. recovered faster than many expected with unemployment eventually falling to historic lows pre-COVID. Globalization allowed cheap imports from countries like China India and Vietnam keeping consumer prices lowso households could buy more with the same"  
[X Link](https://x.com/longriverCM/status/2020212088233209868)  2026-02-07T19:04Z [----] followers, [----] engagements


"@jarg20260110 Whats your plan Just curious"  
[X Link](https://x.com/longriverCM/status/2020225743247339716)  2026-02-07T19:58Z [----] followers, [--] engagements


"@Polymarket Whats the definition of jesus return @grok"  
[X Link](https://x.com/longriverCM/status/2020228930398216666)  2026-02-07T20:11Z [----] followers, [--] engagements


"With macro uncertaintyrate policy geopolitical risks banking stressinvestors often buy gold as a psychological hedge. Buying physical gold is cumbersome; ETFs like $GLD make it easy to gain exposure. Once inflows start trend-following funds and algorithms can amplify purchases creating a self-fulfilling loop. Gold now is essentially fear insurance or trading psychology. People pile in when worried exit when confident. Theres no underlying cash flow earnings or dividends. Mood trade all the way https://twitter.com/i/web/status/2020229526769287323"  
[X Link](https://x.com/longriverCM/status/2020229526769287323)  2026-02-07T20:13Z [----] followers, [---] engagements


"@arcticfoxxx_ @StockMKTNewz What makes you say that Just curious"  
[X Link](https://x.com/longriverCM/status/2020229636672614719)  2026-02-07T20:14Z [----] followers, [---] engagements


"Nominal GDP = Real GDP + Inflation. If inflation ran 56% annually while real growth was 23% nominal growth could approach 79% which is probably what Bessent had in mind. So the 8% GDP growth scenario is almost certainly contingent on inflation running hot not pure economic expansion. Does he want the inflation back WTF Some of his recent comments are shocking to mefeels like he is changing https://twitter.com/i/web/status/2020231997927379216 https://twitter.com/i/web/status/2020231997927379216"  
[X Link](https://x.com/longriverCM/status/2020231997927379216)  2026-02-07T20:23Z [----] followers, [----] engagements


"Nope. U.S. real GDP growth has averaged 23% over the last [----] years. Even during post-WWII recoveries or the 1990s tech boom growth rarely exceeded 45% real. 8% growth would be more than double a best-case normal cycle which is unrealistic without extraordinary circumstances. And if he wants mid-to-high level inflation then money you have will devalue quickly. https://twitter.com/i/web/status/2020237524069679378 https://twitter.com/i/web/status/2020237524069679378"  
[X Link](https://x.com/longriverCM/status/2020237524069679378)  2026-02-07T20:45Z [----] followers, [--] engagements


"GDP is a lagging highly revised statistic. A few things inflate early reports: 1.Companies restocking can boost GDP temporarily. Tariff has all companies restocking. This isnt new demandits accounting for inventory changes. 2.Government spending definitely had impact. Sometimes fiscal timing effects (e.g. defense stimulus lag) can bump the number. 3.GDP is annualized. A 1.2% quarterly rise becomes 5% annualized. Small swings in quarterly numbers get magnified in this calculation. https://twitter.com/i/web/status/2020238133103628713 https://twitter.com/i/web/status/2020238133103628713"  
[X Link](https://x.com/longriverCM/status/2020238133103628713)  2026-02-07T20:47Z [----] followers, [--] engagements


"Real double-digit GDP growth in the U.S. is basically impossible without some extreme shock (like war mobilization or a tech leap). Whats more realistic is double-digit nominal GDP growth which comes from real growth + inflation. Then its just inflation driven. Real economy health is measured by real GDP growth employment productivity wages and consumptionnot the nominal number that can be inflated by controlled inflation. So a double-digit nominal GDP story can be spun but it doesnt mean people feel rich or that businesses are actually booming. Then my problem with it becomesif people are"  
[X Link](https://x.com/longriverCM/status/2020239272570187930)  2026-02-07T20:52Z [----] followers, [--] engagements


"@Kalshi I cant even come up with an action to this anymore. What can i do Short the US government 😂"  
[X Link](https://x.com/longriverCM/status/2020254234063581530)  2026-02-07T21:51Z [----] followers, [---] engagements


"@Dearme2_ Football are we talking about football as soccer Or flag football I can easily beat the system that way"  
[X Link](https://x.com/longriverCM/status/2020256153091928542)  2026-02-07T21:59Z [----] followers, [---] engagements


"@unusual_whales @grok how profitable is X now Hows their cashflow situation"  
[X Link](https://x.com/longriverCM/status/2020256803628667079)  2026-02-07T22:02Z [----] followers, [----] engagements


"@grok @unusual_whales Then how can X serve the global financial needs"  
[X Link](https://x.com/longriverCM/status/2020257327702823070)  2026-02-07T22:04Z [----] followers, [---] engagements


"@grok @unusual_whales How many people are using X money features"  
[X Link](https://x.com/longriverCM/status/2020257707681599494)  2026-02-07T22:05Z [----] followers, [--] engagements


"@LeadingReport Pretty fair comment. @grok any us politicians got taken down"  
[X Link](https://x.com/longriverCM/status/2020265871898284099)  2026-02-07T22:38Z [----] followers, [----] engagements


"No in my opinion. once an economy adapts to 0% everything becomes rate-sensitive: housing tech valuations government deficits private equity even labor markets. Thats why markets keep begging for a return to ZIRP not because its healthy but because it papers over structural weaknesses. Going back would lock in those distortions permanently. Not to mention it will ruin central bank credibility and bring inflation back like crazy https://twitter.com/i/web/status/2020269006884598077 https://twitter.com/i/web/status/2020269006884598077"  
[X Link](https://x.com/longriverCM/status/2020269006884598077)  2026-02-07T22:50Z [----] followers, [---] engagements


"Lol i can tell you really love chipotle. I never said all fast food is the same. Franchise variability is obvious. What matters is whether a system enforces standards well enough that customers keep showing up. Traffic and unit economics answer that better than opinions. markets dont and wont lie for long. If Chipotles quality were actually improving across the board youd see it in sustained traffic growth not just price increases or digital mix. If customers felt the value slipping traffic would soften and eventually the stock would reflect it. some systems enforce quality better than"  
[X Link](https://x.com/longriverCM/status/2020270224130339107)  2026-02-07T22:55Z [----] followers, [--] engagements


"@StockMKTNewz $SOFI bulls assemble It's a lovely business. I hope the melt down can kick it to low-teens.need lower entry price"  
[X Link](https://x.com/longriverCM/status/2020291894920778033)  2026-02-08T00:21Z [----] followers, [----] engagements


"@LeadingReport Deflation time is coming or are all my Nebraska peeps getting poorer a bit today. @grok why do they approve a salary drop"  
[X Link](https://x.com/longriverCM/status/2020293170139898298)  2026-02-08T00:26Z [----] followers, [---] engagements


"@unusual_whales Oof a tariff card might be coming to his way"  
[X Link](https://x.com/longriverCM/status/2020293401443463181)  2026-02-08T00:27Z [----] followers, [---] engagements


"@Barchart Large-scale layoffs reduce consumer spending which is 70% of U.S. GDP. Less spending can slow growth. Companies cutting jobs in January could signal they expect slower demand for their products/services in [----]. Economy will go down"  
[X Link](https://x.com/longriverCM/status/2020299491379990755)  2026-02-08T00:51Z [----] followers, [----] engagements


"@jonchimpo23 @KobeissiLetter Yes i think so. AI can boost up energy / infrastructure / software businesses sure. How would businesses like Kraft & Heinz Coca-Cola Pepsi make extra money if consumption demand is shrinking. (Assuming AI and automation can shrink their capex magically)"  
[X Link](https://x.com/longriverCM/status/2020300056210076036)  2026-02-08T00:54Z [----] followers, [---] engagements


"@Gubloinvestor I know the answer you want to hear $ZETA"  
[X Link](https://x.com/longriverCM/status/2020300166977474770)  2026-02-08T00:54Z [----] followers, [---] engagements


"@jonchimpo23 @KobeissiLetter Tax one is a good hit. I feel like the economy now is lagging on things considering all these policy changes take time to show effects. Tariffs refund Maybe. I doubt its sustainable though. A lot of businesses wont survive if it lasts longer"  
[X Link](https://x.com/longriverCM/status/2020303393047388187)  2026-02-08T01:07Z [----] followers, [--] engagements

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