# ![@markoinny Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1822780500714389504.png) @markoinny Marko Kolanovic

Marko Kolanovic posts on X about stocks, ai, trade war, in the the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1822780500714389504/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1822780500714389504/c:line/m:interactions.svg)

- [--] Week [-------] +135%
- [--] Month [---------] +275%
- [--] Months [----------] -51%
- [--] Year [----------] +5,330%

### Mentions: [--] [#](/creator/twitter::1822780500714389504/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1822780500714389504/c:line/m:posts_active.svg)

- [--] Week [--] -70%
- [--] Month [--] +63%
- [--] Months [---] -28%
- [--] Year [---] +2,879%

### Followers: [------] [#](/creator/twitter::1822780500714389504/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1822780500714389504/c:line/m:followers.svg)

- [--] Week [------] +1.50%
- [--] Month [------] +5.30%
- [--] Months [------] +18%
- [--] Year [------] +245%

### CreatorRank: [------] [#](/creator/twitter::1822780500714389504/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1822780500714389504/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #519 [stocks](/list/stocks)  15.09% [countries](/list/countries)  9.43% [technology brands](/list/technology-brands)  8.49% [celebrities](/list/celebrities)  2.83% [cryptocurrencies](/list/cryptocurrencies)  #67 [financial services](/list/financial-services)  0.94%

**Social topic influence**
[stocks](/topic/stocks) #28, [ai](/topic/ai) #381, [trade war](/topic/trade-war) 7.55%, [in the](/topic/in-the) 6.6%, [china](/topic/china) 6.6%, [strong](/topic/strong) 4.72%, [tariffs](/topic/tariffs) 4.72%, [history](/topic/history) 3.77%, [crypto](/topic/crypto) 3.77%, [$nvda](/topic/$nvda) 3.77%

**Top accounts mentioned or mentioned by**
[@insidethetape](/creator/undefined) [@jamcroissant](/creator/undefined) [@cavemandrawing](/creator/undefined) [@carlquintanilla](/creator/undefined) [@alokanyc](/creator/undefined) [@gnoble79](/creator/undefined) [@lorenzom2025](/creator/undefined) [@nostre_damus](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [UnitedHealth Group (UNH)](/topic/$unh) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Oracle Corporation (ORCL)](/topic/$orcl) [Western Digital Corp (WDC)](/topic/$wdc) [Carvana Co. (CVNA)](/topic/$cvna) [Sandisk Corporation (SNDK)](/topic/$sndk) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$UNH here we go again. It's probably a buy again"  
[X Link](https://x.com/markoinny/status/2016161837721530432)  2026-01-27T14:50Z 54.7K followers, 21.8K engagements


"Imagine if Powell surprise hikes. What would happen to metals & memes"  
[X Link](https://x.com/markoinny/status/2016529779172782447)  2026-01-28T15:12Z 54.7K followers, 59.3K engagements


"$WDC another cure for cancer (data centers) discovered"  
[X Link](https://x.com/markoinny/status/2016538317479649453)  2026-01-28T15:46Z 54.7K followers, 14K engagements


"Market is flat today but under the hood strong rotation from old memes ($PLTR $CVNA etc.) into new memes ($SNDK $ASTS etc.). No more traditional beta sectors and styles just endless manias and manipulations"  
[X Link](https://x.com/markoinny/status/2016567826002174406)  2026-01-28T17:43Z 54.7K followers, 52.4K engagements


"Epstein affair is the biggest scandal in the history of the USA. On the 250th anniversary Massie and Khanna deserve Presidential Medal of Freedom. Mind boggling that many public personalities (press politics social) try to sweep it under the rug. Take mental notes"  
[X Link](https://x.com/markoinny/status/2021211997941993502)  2026-02-10T13:17Z 56.7K followers, 60.5K engagements


"In the past month memory stocks (including KOSPI) up 30% software stocks down 30%. Totally overdone momentum narrative"  
[X Link](https://x.com/anyuser/status/2022029645751996636)  2026-02-12T19:26Z 56.7K followers, 20.4K engagements


"I wonder if Iran attack is happening this weekend. Military is in place. Talk were likely deception"  
[X Link](https://x.com/markoinny/status/2022371344302616601)  2026-02-13T18:04Z 56.7K followers, 35.9K engagements


"I think we are close to megacaps announcing pause in AI capex. When it happens we will see US memory stocks drop 50% (Korea 30%) like silver few weeks ago. This is a Trumped up market of rolling bubbles (quantum cmp rare earths tether-gold crypto nuclear AI capex .)"  
[X Link](https://x.com/markoinny/status/2022434693212442684)  2026-02-13T22:16Z 56.7K followers, 534.2K engagements


"K shaped economy visualized. Literally. Next recession companies will falsely blame layoffs on AI. Let them eat LLMs moment and masses will demand heads of AI queens (like in 1793)"  
[X Link](https://x.com/markoinny/status/1985108707924201868)  2025-11-02T22:16Z 56.5K followers, 198.9K engagements


"When this happens you have VAR shocks. Trump was not the reason and nothing he says can prevent program selling"  
[X Link](https://x.com/markoinny/status/1976799444810248448)  2025-10-10T23:58Z 56.7K followers, 304.6K engagements


"Silver is almost guaranteed to drop 50% from these levels within a year or so. Historically episodes in commodities or various speculative assets point to that. Question is however MTM risk that can be substantial"  
[X Link](https://x.com/markoinny/status/2015660862866849922)  2026-01-26T05:39Z 56.6K followers, 286K engagements


"Warsh is not a hawk he is a family loyalist. Gold and Silver could bounce"  
[X Link](https://x.com/markoinny/status/2017225614743265483)  2026-01-30T13:17Z 56.6K followers, 113.5K engagements


"A fair number of people in wall street banks were refusing to be part of the ponzi https://x.com/PeterSchiff/status/2019510654772609100s=20 The real story about Bitcoin isnt its 50% decline but that the biggest financial mania in history is likely over. Whats most amazing is how the scheme's promoters convinced the mainstream financial media Wall Street banks and elected government officials to embrace it. https://x.com/PeterSchiff/status/2019510654772609100s=20 The real story about Bitcoin isnt its 50% decline but that the biggest financial mania in history is likely over. Whats most amazing"  
[X Link](https://x.com/markoinny/status/2019527356537593970)  2026-02-05T21:43Z 56.7K followers, 58.1K engagements


"To rally ironically market will need a hyperscaler or a software company to say they will stop investing in AI (stop buying inflated memory) and refocus on cash flow"  
[X Link](https://x.com/markoinny/status/2021985454648963082)  2026-02-12T16:31Z 56.7K followers, 32.7K engagements


"Like any tech this will be the outcome. It will be optimized recoded and we will discover the same can be done with 10x less memory compute or energy. Bulk of Capex will turn out to be a stock/GDP boosting scheme pushed by Trump on that CEO dinner. https://x.com/Mayhem4Markets/status/2022699218989695124s=20 This is a big deal. The DeepSeek [---] moment continues with a grand reveal from the big whale themselves as early as Monday. An open weight model that likely is on par with the proprietary frontier models. This further calls into question: 1) AI CapEx spending w/ RoI that is"  
[X Link](https://x.com/markoinny/status/2022736116626133034)  2026-02-14T18:14Z 56.7K followers, 39.7K engagements


"It would probably be helpful that Treasury and FED address situation in bond market and any contingency or plan of action"  
[X Link](https://x.com/anyuser/status/1910486205948473662)  2025-04-11T00:13Z 55.9K followers, 194K engagements


"Trump misunderstood that while in each individual bilateral (tariff on goods) negotiation he has an upper hand in totallity of integrative multilateral negotiations agains the whole world he is cornered and bound to lose"  
[X Link](https://x.com/anyuser/status/1912154063136792757)  2025-04-15T14:40Z 55.9K followers, 81K engagements


"Hearing analysts saying we dont know anything about [----] but here is our view of [----]. Here is a thing if you dont have insights on [----] your view of [----] is useless too"  
[X Link](https://x.com/markoinny/status/1912240092657132007)  2025-04-15T20:22Z 55.9K followers, 52.8K engagements


"https://x.com/markoinny/status/1912489362845016169 Private Asset (PA) latent volatility was swept under the rug for years. In [----] all eyes were on PA but nothing happen due to CB liquidity tsunami. Since then PA grew. What if there is a prolonged tariff downturn and no CB bailout Plus ongoing university endownment situation. https://x.com/markoinny/status/1912489362845016169 Private Asset (PA) latent volatility was swept under the rug for years. In [----] all eyes were on PA but nothing happen due to CB liquidity tsunami. Since then PA grew. What if there is a prolonged tariff downturn and no"  
[X Link](https://x.com/anyuser/status/1913360618456862753)  2025-04-18T22:34Z 55.9K followers, 328.4K engagements


"Bears don't show this chart to Trump: From Torsten Slok Apollo"  
[X Link](https://x.com/anyuser/status/1916490398878310727)  2025-04-27T13:51Z 55.9K followers, 125.2K engagements


"Bessent is in charge of China deal and Lutnick all others 🤣 🤣 🤣"  
[X Link](https://x.com/anyuser/status/1917280276771676652)  2025-04-29T18:10Z 55.9K followers, 96.2K engagements


"In a recession people prefer to eat at Microsoft https://x.com/FT/status/1917898875202896093 McDonalds US sales drop by most since height of pandemic in [----] https://t.co/Y38tXXBmte https://x.com/FT/status/1917898875202896093 McDonalds US sales drop by most since height of pandemic in [----] https://t.co/Y38tXXBmte"  
[X Link](https://x.com/anyuser/status/1917899629850411095)  2025-05-01T11:11Z 55.9K followers, 232.9K engagements


"The largest company in the index down 5% on macro headwinds. Index rallies on mediocre payroll report"  
[X Link](https://x.com/anyuser/status/1918302671791853880)  2025-05-02T13:52Z 55.9K followers, 182.1K engagements


"Its officially sell in May and go away. We recovered from tariff and recession impact before they even started"  
[X Link](https://x.com/anyuser/status/1918350026301899182)  2025-05-02T17:01Z 55.9K followers, 176.4K engagements


"It was market dry run. After April swoon China knows not just Trump's cards but order of cards in deck. Strike of his put internal rifts industry allies SPX reaction function bonds retail sucked in CTA . for leverage logical they'd let market revisit lows before a deal"  
[X Link](https://x.com/anyuser/status/1918771429287342164)  2025-05-03T20:55Z 55.9K followers, 137.2K engagements


"So if i read this correctly $PLTR now grows slower than an average tech stock but has a multiple that is [--] *times* higher than an average tech stock. I must not be part of that growth cult i guess"  
[X Link](https://x.com/anyuser/status/1919486665317310838)  2025-05-05T20:17Z 55.9K followers, 291.6K engagements


"This tariff market jerking by administration will eventually make US stocks uninvestable"  
[X Link](https://x.com/anyuser/status/1920203946271912314)  2025-05-07T19:47Z 55.9K followers, 170.4K engagements


"Question is how big is the reduction to 80% 54% 34% 20% complete pause A bit odd why they wouldnt tell it before market"  
[X Link](https://x.com/anyuser/status/1921660559197405190)  2025-05-11T20:15Z 55.9K followers, 174.2K engagements


"Total fold. How they sell it to 'short term pain for long term gain' or 'wall street vs main street' theorists. https://x.com/DeItaone/status/1921895793100792207 BESSENT: APRIL 2ND LEVEL WOULD BE A CEILING FOR CHINA https://x.com/DeItaone/status/1921895793100792207 BESSENT: APRIL 2ND LEVEL WOULD BE A CEILING FOR CHINA"  
[X Link](https://x.com/anyuser/status/1921898295137378468)  2025-05-12T12:00Z 55.9K followers, 207.3K engagements


"$TLT appears to be a perfect 401k allocation nearly 5% coupon and should we ever go into a covid like monetary situation 100% upside"  
[X Link](https://x.com/anyuser/status/1922605857906344387)  2025-05-14T10:52Z 55.9K followers, 326.2K engagements


"What if this V shaped recovery turns out to be W shaped. I think a decent probability"  
[X Link](https://x.com/anyuser/status/1925261782433612134)  2025-05-21T18:45Z 55.9K followers, 190.7K engagements


"There is no justification for this type of equity multiple given restrictive monetary policy trade war and macro uncertainty"  
[X Link](https://x.com/anyuser/status/1927681193572528160)  2025-05-28T10:59Z 55.9K followers, 249.8K engagements


"Bullish ATH thesis: Trump takes this as a face saving exit and ends trade war. Bearish thesis he doubles down "  
[X Link](https://x.com/anyuser/status/1927925771139535195)  2025-05-29T03:11Z 55.9K followers, 114.8K engagements


"My read on this is that 10y yield should be below 4%"  
[X Link](https://x.com/anyuser/status/1929894021662413030)  2025-06-03T13:32Z 55.9K followers, 140.5K engagements


"So surprise up by 13K but revise previous down by 95K and that's counted as a positive surprise"  
[X Link](https://x.com/anyuser/status/1930966668781445386)  2025-06-06T12:35Z 55.9K followers, 85.6K engagements


"Whatever your market view is NDX rally of 36% in [--] months is not normal or "healthy""  
[X Link](https://x.com/anyuser/status/1937868339767910574)  2025-06-25T13:39Z 55.9K followers, 371.5K engagements


"Tariffs are the same as on April 2nd not plausible for market to stay 25% higher"  
[X Link](https://x.com/anyuser/status/1942346304627130393)  2025-07-07T22:13Z 55.9K followers, 120.3K engagements


"Bombings and big country tariffs on Saturdays. Above consensus tariffs after market close below concensus tariffs during market hours. Only so long you can fool the markets"  
[X Link](https://x.com/anyuser/status/1944026954270670907)  2025-07-12T13:31Z 55.9K followers, 116.4K engagements


"It is getting harder to pump more air into AI bubble with 30y yields here"  
[X Link](https://x.com/anyuser/status/1945149432703381920)  2025-07-15T15:52Z 55.9K followers, 94K engagements


"Data centers may end up being the biggest missallocation of capital in human history (bigger even than windmills). Trillions to tweek order of videos in reels or spy on you to better target adds"  
[X Link](https://x.com/anyuser/status/1950572990048981164)  2025-07-30T15:03Z 55.9K followers, 393.1K engagements


"Would we even have this market rally if May and June jobs numbers were released correctly"  
[X Link](https://x.com/anyuser/status/1951312279103844483)  2025-08-01T16:01Z 55.9K followers, 68.2K engagements


"Fed should not cut. Calls for cutting are mostly political. Even they are incoherent ('we have the hottest economy and record stock market but rates too high' ). Just past week one crypto (ETH) currency added 1% of GDP but yeah we need easier money"  
[X Link](https://x.com/anyuser/status/1955971829241086126)  2025-08-14T12:36Z 55.9K followers, 58.5K engagements


"Data centers will soon become stranded assets"  
[X Link](https://x.com/anyuser/status/1958513840041165039)  2025-08-21T12:57Z 55.9K followers, 459K engagements


"I would fade. Valuations concentration and overall macro picture do not depend on plus / minus [--] fed cut"  
[X Link](https://x.com/anyuser/status/1958900257904795925)  2025-08-22T14:33Z 55.9K followers, 110K engagements


"$NVDA holds 8% of the S&P 500s total market capitalization the largest weight for any single stock in the history. Ridiculous. If this company didn't exist most wouldn't notice or their lives might even be better"  
[X Link](https://x.com/anyuser/status/1960525172202439088)  2025-08-27T02:10Z 55.9K followers, 179.6K engagements


"People say we know $NVDA growth will slow down and thats OK. But not just slow down. At some point cos will realize they invested $10 in AI and got say $3 of revs and cut new spend to zero. So growth will not just slow down but plummet. Until then is $NVDA musical chairs"  
[X Link](https://x.com/anyuser/status/1960815030670098488)  2025-08-27T21:21Z 55.9K followers, 75.8K engagements


"Is he trying to bribe government officials $NVDA https://x.com/The_Real_Fly/status/1961050611052335186 NVIDIA CEO Jensen Huang States He Is Open to Sharing Profits from Blackwell AI Chip Sales with the US Government $NVDA https://x.com/The_Real_Fly/status/1961050611052335186 NVIDIA CEO Jensen Huang States He Is Open to Sharing Profits from Blackwell AI Chip Sales with the US Government $NVDA"  
[X Link](https://x.com/markoinny/status/1961062115868819924)  2025-08-28T13:43Z 55.9K followers, 37.2K engagements


"Stocks should really be in red on this trend in jobs"  
[X Link](https://x.com/anyuser/status/1963944841127121010)  2025-09-05T12:38Z 55.9K followers, 109K engagements


"Company A puts a fake chart rallies 40%. Company B in sympathy rallies 10%. It wouldn't be insane if these were not the largest US companies bigger than most of country indices"  
[X Link](https://x.com/anyuser/status/1965786036392624576)  2025-09-10T14:34Z 55.9K followers, 82.9K engagements


"What happens when one or both of these customers stop buying due to e.g.recession fears. The stock is [--] - 10% of major indices. https://x.com/FirstSquawk/status/1967580371547246995 NVIDIAS TWO UNIDENTIFIED TOP CUSTOMERS ACCOUNTED FOR 39% OF ITS Q2 REVENUE. https://x.com/FirstSquawk/status/1967580371547246995 NVIDIAS TWO UNIDENTIFIED TOP CUSTOMERS ACCOUNTED FOR 39% OF ITS Q2 REVENUE"  
[X Link](https://x.com/anyuser/status/1967581919430029564)  2025-09-15T13:31Z 55.9K followers, 109.6K engagements


"This dip buying will be dwarfed by pension selling next [--] days"  
[X Link](https://x.com/anyuser/status/1970904518675329345)  2025-09-24T17:33Z 55.9K followers, 130K engagements


"Why is now worse than [----] we now have government intentionally daily pumping stocks demanding companies make outlandish investment promises. All regulatory breaks let loose pumping crypto pushing for Fed cuts allowing all kind of things that shouldn't be allowed"  
[X Link](https://x.com/anyuser/status/1972044570621104205)  2025-09-27T21:03Z 55.9K followers, 146K engagements


"@inside_the_tape @jam_croissant two wrongs don't make a right. I don't think a democracy voted for more foreign wars and feds shooting unarmed citizens ruby ridge style"  
[X Link](https://x.com/markoinny/status/2010157022269059123)  2026-01-11T01:09Z 55.9K followers, [----] engagements


"Trade war puts us in [----] environment (higher volatility lower valuations). Those who point that Trump cares about stock market should remember that even then he did not react until 5% decline. Tolerance for declines could be higher now and markets are at highs"  
[X Link](https://x.com/markoinny/status/1886049495235834061)  2025-02-02T13:50Z 56.1K followers, 124.6K engagements


"China tech Argentina or Germany are not safe havens for upcoming risk off "  
[X Link](https://x.com/markoinny/status/1892675752996274556)  2025-02-20T20:40Z 56.1K followers, 151.5K engagements


"So far this has been rotation from US to China/Europe and from momentum to value. This rotation is missing a bigger picture (trade war economic slowdown) hence Europe and China markets will get hit worse in the future"  
[X Link](https://x.com/markoinny/status/1897292340261478890)  2025-03-05T14:25Z 56.3K followers, 118.8K engagements


"It is simple: If the risk of recession is rising in the US it is also rising globally. Anything else is wishful thinking. Trade war is a global problem it is bad for stocks globally"  
[X Link](https://x.com/markoinny/status/1898379181353730515)  2025-03-08T14:24Z 56.1K followers, 130K engagements


"Not a very strong close. Might indicate the end of the bounce. My guess US investors buying China ADRs at these levels will lose too"  
[X Link](https://x.com/markoinny/status/1901729734427623869)  2025-03-17T20:17Z 56.1K followers, 150.9K engagements


"Russell at [----] levels. These are small companies not MAG7 problem Scott. "Pro business" administration. [--] years of work they soiled it in a month"  
[X Link](https://x.com/markoinny/status/1909025599093424258)  2025-04-06T23:29Z 56.1K followers, 219.5K engagements


"Long treasury bond has bigger upside and smaller downside than stocks here. Seems like an opportunity"  
[X Link](https://x.com/markoinny/status/1910721806148792800)  2025-04-11T15:49Z 56.1K followers, 170.4K engagements


"Some clown on TV (seems on an xchange floor) saying [--] year yield will go to 10%. He probably didnt check stock of US government corporate and individual debt and do some 5th grade math with it. Amazing. Increases my conviction bond about to rally"  
[X Link](https://x.com/markoinny/status/1910763038699131363)  2025-04-11T18:33Z 56.1K followers, 284.7K engagements


"I heard it in the bacground on cnbc and didnt recognize Cem. I apologized to him for word clown. I do follow him here on X and find valuable. I also think that 10% would burn down country and in this time when bond market hanging on thread it was not right to say on national tv"  
[X Link](https://x.com/markoinny/status/1910826933526331707)  2025-04-11T22:46Z 56.1K followers, 159.6K engagements


"A man plants a bomb in his home. Primes it go off in a week. After panic gripps the neiborhood man decides to defuse the bomb. He is then celebrated by his wife children and friends as a hero and savior and his credit score improves. Markets will go up VIX will go down"  
[X Link](https://x.com/markoinny/status/1911064435109536154)  2025-04-12T14:30Z 56.1K followers, 174K engagements


"We are now close to pre liberation day levels in S&P [---] which strikes me as too optimistic. What CEOs have seen since can't be unseen. Plus real eco hit only coming now"  
[X Link](https://x.com/markoinny/status/1915453929304838226)  2025-04-24T17:12Z 56.3K followers, 133.4K engagements


"Whether you lie as a negotiation tactic or you are just a pathological liar you can't be trusted. Most business deals are based on trust"  
[X Link](https://x.com/markoinny/status/1915749836705485025)  2025-04-25T12:48Z 56.1K followers, 78.4K engagements


"No point of holding stocks into the weekend. Deal news are not credible and shipping collapse news will be"  
[X Link](https://x.com/markoinny/status/1915770904316956870)  2025-04-25T14:12Z 56.1K followers, 139.9K engagements


"It's not even news they essentially say "put tariffs to [--] and we will talk". Not happening. Look at NKY not buying any of it"  
[X Link](https://x.com/markoinny/status/1918112228894544207)  2025-05-02T01:16Z 56.1K followers, 107.7K engagements


"At this point admin must know recession is coming and they just want to speed up and get over with it so fed cuts. Feel slightly bad for "trust the plan" bagholders"  
[X Link](https://x.com/markoinny/status/1919594503645639023)  2025-05-06T03:26Z 56.1K followers, 137.7K engagements


"To think that this very first contact means an end to trade war would be as naive as to think that the first negotiation between Russia and Ukraine or Israel and hamas few years ago meant imminent end of the war back then. It didn't"  
[X Link](https://x.com/markoinny/status/1919879316331970612)  2025-05-06T22:17Z 56.1K followers, 89.3K engagements


"If he left 10% for UK what can you expect for countries he dislikes. Stick a fork into overnight rally https://x.com/financialjuice/status/1920458166300561911 🔴 ⚠ BREAKING: US-UK trade pact will leave the 10% US tariff in place - CNN. https://x.com/financialjuice/status/1920458166300561911 🔴 ⚠ BREAKING: US-UK trade pact will leave the 10% US tariff in place - CNN"  
[X Link](https://x.com/markoinny/status/1920459066012274692)  2025-05-08T12:41Z 56.1K followers, 124.4K engagements


"For those claiming futures surging ripping massively up etc. Current move is below an average expected 1d move for the prevailing level of VIX"  
[X Link](https://x.com/markoinny/status/1921693785882255852)  2025-05-11T22:27Z 56.1K followers, 204.6K engagements


"$UNH according to bbg terminal RBC capital JP Morgan Bernstein Oppenheimer Morningstar analysts - all reiterated overweight this morning. I would assume they know the situation and believe in upside"  
[X Link](https://x.com/markoinny/status/1923032866662789452)  2025-05-15T15:08Z 56.1K followers, 172.3K engagements


"During the US debt downgrade episode in August [----] $SPY dropped 10% and $TLT rallied 10% (first [--] weeks of August) granted there were other things happening too but that was a general direction for those who were not in markets in August 2011"  
[X Link](https://x.com/markoinny/status/1923489422009373017)  2025-05-16T21:23Z 56.3K followers, 179.2K engagements


"Good luck to dip buyers because they will need it in that last hour"  
[X Link](https://x.com/markoinny/status/1925980094532669628)  2025-05-23T18:20Z 56.3K followers, 122.2K engagements


"So market is just going to ignore ADP today as some kind of conspiracy"  
[X Link](https://x.com/markoinny/status/1940503998802677990)  2025-07-02T20:13Z 56.1K followers, 159.1K engagements


"Market complacency evolved from "TACO" and "nothing ever happens" to now "everything is priced in" (like 50% tariffs and letters to EU/Canada). Correction is coming"  
[X Link](https://x.com/markoinny/status/1943536004583035162)  2025-07-11T05:01Z 56.1K followers, 145.4K engagements


"During April selloff I suggested Powell is wrong for not cutting rates. In retrospect Powell was and is right. If crypto and tech can make daily ATH (with bubble like valuations) rates are not restrictive enough"  
[X Link](https://x.com/markoinny/status/1945614130721013890)  2025-07-16T22:38Z 56.1K followers, 185.4K engagements


"When a whole sector is at all time low valuations relative to the market (0th percentile) it should be of interest to all investors (table from GS)"  
[X Link](https://x.com/markoinny/status/1947249610126225893)  2025-07-21T10:57Z 56.1K followers, 433.3K engagements


"Basically when you have largest tech companies add overnight market cap of whole US industry groups or major country indices (msft meta) or add market cap of whole s&p small cap universe in [--] months (nvda) tells you are close to bubble top"  
[X Link](https://x.com/markoinny/status/1950932709976502639)  2025-07-31T14:52Z 56.1K followers, 77.3K engagements


"Stock market used to be a leading indicator for economy. However due to passive index investing and momentum investing (CTAs retail chasing momentum stocks etc.) it's now likely a lagging indicator for economy"  
[X Link](https://x.com/markoinny/status/1965424303316582542)  2025-09-09T14:37Z 56.1K followers, 114.5K engagements


"$ORCL if it keeps 30% gap probably a great short tomorrow. Projecting an exponential growth [--] years out is garbage. There will almost certainly be a recession within the time horizon growth turning negative. How about competitors new entrants new technologies etc"  
[X Link](https://x.com/markoinny/status/1965550366357131409)  2025-09-09T22:58Z 56.1K followers, 102.4K engagements


"$GOOG 25% move in one month outside of earnings; $ORCL 40% bogus move in one day $PLTR P/E etc. Yes this bubble is different from [----] as now cos have strong businesses and strong earnings but $ term moves nowadays put [----] bubble to shame and so will ultimate $ losses"  
[X Link](https://x.com/markoinny/status/1967724339954057313)  2025-09-15T22:56Z 56.1K followers, 135.8K engagements


"At some point market needs to start punishing tech companies for unprofitable AI spending the way it was punishing Oil and Gas E&Ps in [----] for drilling"  
[X Link](https://x.com/markoinny/status/1970882856168849843)  2025-09-24T16:07Z 56.1K followers, 64K engagements


"Black Monday was in October"  
[X Link](https://x.com/markoinny/status/1974166651512979521)  2025-10-03T17:36Z 56.3K followers, 609K engagements


"Market can't bounce yet because of residual selling from vol targeting risk parity and CTA. That should stop soon so i would expect a bounce (even a dead cat type)"  
[X Link](https://x.com/markoinny/status/1899507371451236847)  2025-03-11T17:07Z 56.5K followers, 131K engagements


"Worked in markets under Greenspan Bernanke Yellen and Powell FEDs. Many many market crises. #1 Volatility analyst for [--] stright years. I have never seen a market crisis of this magnitude yet FED almost disinterested or even gleeful"  
[X Link](https://x.com/markoinny/status/1909738875045494811)  2025-04-08T22:43Z 56.5K followers, 482.7K engagements


"Private Asset (PA) latent volatility was swept under the rug for years. In [----] all eyes were on PA but nothing happen due to CB liquidity tsunami. Since then PA grew. What if there is a prolonged tariff downturn and no CB bailout Plus ongoing university endownment situation"  
[X Link](https://x.com/markoinny/status/1912489362845016169)  2025-04-16T12:52Z 56.5K followers, 241.8K engagements


"Feels like S&P [---] rally is starting to stall. Earnings tone this week would need to be stellar to squeeze another few % higher. More likely the first tangible effects of trade war (ports trucks) pull us lower into a double dip or even a retest. Risk Reward doesnt look great"  
[X Link](https://x.com/markoinny/status/1916989656333271127)  2025-04-28T22:55Z 56.5K followers, 157K engagements


"Next thing Stepehen Miller deporting Elon and his [--] kids for overstaying student visa in 1997"  
[X Link](https://x.com/markoinny/status/1930671421857907150)  2025-06-05T17:01Z 56.5K followers, 117K engagements


"When $UNH hit [---] few months back I said that it seems attractive long term value. After a strong rally $UNH is back at that level. Double down on my observation about long term value in $UNH (despite some prominent hf managers scoring Luigi brownie points on the X)"  
[X Link](https://x.com/markoinny/status/1950941299005079785)  2025-07-31T15:27Z 56.7K followers, 95.7K engagements


"This bubble is one hot inflation or strong jobs print away from bursting"  
[X Link](https://x.com/anyuser/status/1968660116258877909)  2025-09-18T12:55Z 56.6K followers, 202K engagements


"Think of below and for now it is all in the head of [--] person. Who can change his mind at any time. Near term upside squeeze risk is bigger than downside risk. https://x.com/Mr_Derivatives/status/1908565035817066912 $SPX Lowest Daily RSI since Covid [----] lows. Lowest Weekly RSI since Covid [----] lows. Lowest Monthly RSI since the Sept/Oct bear market [----] lows. FWIW. https://x.com/Mr_Derivatives/status/1908565035817066912 $SPX Lowest Daily RSI since Covid [----] lows. Lowest Weekly RSI since Covid [----] lows. Lowest Monthly RSI since the Sept/Oct bear market [----] lows. FWIW"  
[X Link](https://x.com/markoinny/status/1908567809249989115)  2025-04-05T17:09Z 56.6K followers, 139.6K engagements


"NDX basically flat despite NVDA 5% AVGO 10% and $ORCL 40% up. Peak AI bubble. By the end of the month I think all gains in these could evaporate"  
[X Link](https://x.com/markoinny/status/1965801470034608202)  2025-09-10T15:36Z 56.5K followers, 158.7K engagements


"Sell Rosh Hashanah buy Yom Kippur. Dates are Sep 22nd i.e. this Monday and October 1st respectively. It coincides also with post option expiry reversion effect the same week and Sep month end pension selling due to run up Sep MTD. I would think selloff is very very likely"  
[X Link](https://x.com/markoinny/status/1969175637790224528)  2025-09-19T23:03Z 56.5K followers, 132.4K engagements


"Trade war raging (chips soy.) president wants to fire Fed chair Government is shut down investors maxed out signs of slowdown everywhere (trucking jobs .) cracks in credit political violence deportations . I really can't figure out why is everyone bullish stocks"  
[X Link](https://x.com/markoinny/status/1974163177190641906)  2025-10-03T17:22Z 56.5K followers, 87.3K engagements


"Many ridiculed this I wonder how they feel right now. https://x.com/markoinny/status/1974166651512979521 Black Monday was in October https://x.com/markoinny/status/1974166651512979521 Black Monday was in October"  
[X Link](https://x.com/markoinny/status/1976672543777177644)  2025-10-10T15:33Z 56.5K followers, 715.4K engagements


"If you liked $NVDA at $190 you will love it at $120"  
[X Link](https://x.com/markoinny/status/1976734268941316438)  2025-10-10T19:39Z 56.5K followers, 197.4K engagements


"Selloff today has little do with tariffs. Extreme leverage/valuations fraudulent cos that rallied 2-3x in the last month of the bubble. Bucket of fuel waiting for a spark. Many knew its a bubble and played it assuming they will know when to exit"  
[X Link](https://x.com/markoinny/status/1976792840266264626)  2025-10-10T23:31Z 56.5K followers, 222.9K engagements


"Sunday TACO: Don't worry about China Trump doesn't want market crash President Xi just had a bad moment patronizing slightly offensive He doesn't want Depression for his country threat projection The USA want to help China lie"  
[X Link](https://x.com/markoinny/status/1977426768710582645)  2025-10-12T17:30Z 56.5K followers, 173K engagements


"$RGTI and $OKLO most bizarre stocks I ever saw (and bunch of similar in these two themes). Most will go to zero after rally but timing of that is uncertain"  
[X Link](https://x.com/markoinny/status/1978182420303061292)  2025-10-14T19:33Z 56.5K followers, 120K engagements


"they want to pump every obscure bit of the stock market bubble. Probably on request of someone who lost money in quantum unravel this week. https://x.com/zerohedge/status/1981165438483779779 *TRUMP ADMIN IN TALKS FOR STAKES IN QUANTUM-COMPUTING COS:WSJ https://x.com/zerohedge/status/1981165438483779779 *TRUMP ADMIN IN TALKS FOR STAKES IN QUANTUM-COMPUTING COS:WSJ"  
[X Link](https://x.com/markoinny/status/1981166867302797545)  2025-10-23T01:12Z 56.5K followers, 112.2K engagements


"I agree with Michael Burry. Everyone important involved in this network and to various degree dishonest. They have to play along until the party stops (some not literal similarities to Epstein network)"  
[X Link](https://x.com/markoinny/status/1985510920341409992)  2025-11-04T00:54Z 56.5K followers, 207K engagements


"$META could be the first to back off from AI spend (waste). They already have near death lived experience from metaverse (Meta Hebrew word for "dead")"  
[X Link](https://x.com/markoinny/status/1985744836654448950)  2025-11-04T16:23Z 56.6K followers, 45.5K engagements


"This is too long to read even by Bill Ackman standards. New word for bailout "strategic national reserve". https://x.com/sama/status/1986514377470845007 I would like to clarify a few things. First the obvious one: we do not have or want government guarantees for OpenAI datacenters. We believe that governments should not pick winners or losers and that taxpayers should not bail out companies that make bad business decisions or https://x.com/sama/status/1986514377470845007 I would like to clarify a few things. First the obvious one: we do not have or want government guarantees for OpenAI"  
[X Link](https://x.com/markoinny/status/1986518411405381722)  2025-11-06T19:37Z 56.5K followers, 85.9K engagements


"Not a popular opinion but fundamental fair value or so called value anchor for most of cryptocurrencies is Zero"  
[X Link](https://x.com/markoinny/status/1989081836417610034)  2025-11-13T21:23Z 56.5K followers, 79.7K engagements

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