# ![@mrholdingbags Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1246634062820724736.png) @mrholdingbags holdingbags

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

### Engagements: [---] [#](/creator/twitter::1246634062820724736/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1246634062820724736/c:line/m:interactions.svg)

- [--] Week [---] +55%
- [--] Month [-----] +29%
- [--] Months [------] +802%
- [--] Year [------] -46%

### Mentions: [--] [#](/creator/twitter::1246634062820724736/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1246634062820724736/c:line/m:posts_active.svg)

- [--] Week [--] +113%
- [--] Month [--] +125%
- [--] Months [--] +1,383%
- [--] Year [--] +46%

### Followers: [-----] [#](/creator/twitter::1246634062820724736/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1246634062820724736/c:line/m:followers.svg)

- [--] Week [-----] -0.09%
- [--] Month [-----] -0.37%
- [--] Months [-----] +6%
- [--] Year [-----] +7.90%

### CreatorRank: [---------] [#](/creator/twitter::1246634062820724736/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1246634062820724736/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  65.69% [technology brands](/list/technology-brands)  36.27% [finance](/list/finance)  20.59% [cryptocurrencies](/list/cryptocurrencies)  11.76% [automotive brands](/list/automotive-brands)  7.84% [countries](/list/countries)  2.94% [social networks](/list/social-networks)  2.94% [celebrities](/list/celebrities)  1.96% [exchanges](/list/exchanges)  1.96% [financial services](/list/financial-services)  0.98%

**Social topic influence**
[$spy](/topic/$spy) 20.59%, [$qqq](/topic/$qqq) 19.61%, [$nvda](/topic/$nvda) #1890, [nvda](/topic/nvda) 11.76%, [$tsla](/topic/$tsla) 9.8%, [ai](/topic/ai) 6.86%, [spy](/topic/spy) 6.86%, [qqq](/topic/qqq) 6.86%, [if you](/topic/if-you) 5.88%, [$avgo](/topic/$avgo) #180

**Top accounts mentioned or mentioned by**
[@jfdi](/creator/undefined) [@gpaisa7](/creator/undefined) [@stocktwits](/creator/undefined) [@wallstwingman](/creator/undefined) [@tempocap](/creator/undefined) [@ruthcapital](/creator/undefined) [@staresatcandles](/creator/undefined) [@howardlindzon](/creator/undefined) [@holdingbagsstreams](/creator/undefined) [@jp3getpaid](/creator/undefined) [@holdingbags](/creator/undefined) [@course34397](/creator/undefined)

**Top assets mentioned**
[SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Strategy (MSTR)](/topic/$mstr) [Synopsys, Inc. (SNPS)](/topic/$snps) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Apple, Inc. (AAPL)](/topic/$aapl) [Bitcoin (BTC)](/topic/$btc) [Advanced Micro Devices (AMD)](/topic/$amd) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [Waste Management, Inc. (WM)](/topic/$wm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Cameco Corporation (CCJ)](/topic/$ccj) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Alibaba Group (BABA)](/topic/$baba) [Ethereum (ETH)](/topic/$eth) [Freshworks Inc. (FRSH)](/topic/$frsh) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Costco Wholesale Corporation (COST)](/topic/costco) [Microsoft Corp. (MSFT)](/topic/microsoft) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Oracle Corporation (ORCL)](/topic/$orcl) [Limitus (LMT)](/topic/$lmt) [General Electric Company (GE)](/topic/$ge) [Canadian Pacific Railway (CP)](/topic/$cp) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Costco Hot Dog (COST)](/topic/$cost) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Now Coin (NOW)](/topic/$now) [Electroneum (ETN)](/topic/$etn) [Exxon Mobil (XOM)](/topic/$xom) [Linde PLC (LIN)](/topic/$lin) [Blackstone, Inc. (BX)](/topic/$bx) [Roku, Inc. (ROKU)](/topic/$roku) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$FRSH ALL ABOARD Risk is vs last week's low. 3% vs 28% you do the math"  
[X Link](https://x.com/mrholdingbags/status/1993726992752226513)  2025-11-26T17:02Z [----] followers, [---] engagements


"$CRWD went from weekly TRM hold to buy off today's move. Let's see if it holds or goes higher"  
[X Link](https://x.com/anyuser/status/1693797957194178949)  2023-08-22T01:31Z [----] followers, [---] engagements


"$UBER pretty good chart"  
[X Link](https://x.com/anyuser/status/1759620654754574544)  2024-02-19T16:47Z [----] followers, [----] engagements


"Welcome to installment number four of: The Asset Recession If my thesis is right what is worthy to actually own If I had to narrow it down to some names I came up with a Dirty Two Dozen. 🧵 1/14"  
[X Link](https://x.com/mrholdingbags/status/2022182293381820440)  2026-02-13T05:33Z [----] followers, [---] engagements


"III. The Hard Assets (Scarcity of Stuff) If the dollar falls these rise. [--] XOM (Exxon): Energy production scale. [--] FCX (Freeport-McMoRan): Copper scarcity (The metal of AI). [--] LIN (Linde): Industrial Gas Monopoly (Hydrogen/Oxygen). [--] WPM (Wheaton Precious Metals): Gold/Silver Streaming. (Upside of inflation protected from miner wage inflation). [--] CCJ (Cameco): Uranium Scarcity. (The fuel of the energy transition). 🧵 4/14 https://twitter.com/i/web/status/2022182675876876779 https://twitter.com/i/web/status/2022182675876876779"  
[X Link](https://x.com/mrholdingbags/status/2022182675876876779)  2026-02-13T05:34Z [----] followers, [--] engagements


"IV. The Essentials (Scarcity of Choice) You cannot quit these even in a recession. [--] LLY (Eli Lilly): The Biological Choke Point (Obesity). [--] WM (Waste Management): The Sanitation Choke Point. [--] AMZN (Amazon): The Logistics + Data Choke Point (AWS Ads Retail Data) [--] COST (Costco): The Inflation Shield. (Pricing power that crushes competitors). 🧵 5/14 https://twitter.com/i/web/status/2022182805988421866 https://twitter.com/i/web/status/2022182805988421866"  
[X Link](https://x.com/mrholdingbags/status/2022182805988421866)  2026-02-13T05:35Z [----] followers, [--] engagements


"I. The Digital Brain (Scarcity of Intelligence) If you want to compute you pay the toll. [--] NVDA (Nvidia): The AI Control Layer. [--] AVGO (Broadcom): The Custom Silicon & Networking Monopoly. [--] ASML (ASML): The Lithography Monopoly (No ASML = No Chips). [--] TSM (Taiwan Semi): The Fabrication Backbone. [--] SNPS (Synopsys): The "Tax" on Innovation (Design Software). [--] MSFT (Microsoft): The Enterprise Operating System. [--] GOOGL (Google): The Data Monopoly. [--] NOW (ServiceNow): The Workflow Automation Monopoly. (The "Efficiency" Tax). [--] ORCL (Oracle) - Database Toll Road every enterprise runs on Oracle"  
[X Link](https://x.com/mrholdingbags/status/2022182419420319933)  2026-02-13T05:33Z [----] followers, [--] engagements


"II. The Industrial Muscle (Scarcity of Power/Logistics) If you want to move it fly it or power it you pay the toll. [--] LMT (Lockheed Martin): The Empires Arsenal (F-35 Missiles Missile Defense). [--] GE (GE Aerospace): The Engine Monopoly. (You can't fly a Boeing or Airbus without them). [--] ETN (Eaton): The Grid Choke Point. (No power gear = No AI data center). [--] CP (Canadian Pacific): The North American Artery. (The only 3-country rail monopoly). 🧵 3/14 https://twitter.com/i/web/status/2022182556326564303 https://twitter.com/i/web/status/2022182556326564303"  
[X Link](https://x.com/mrholdingbags/status/2022182556326564303)  2026-02-13T05:34Z [----] followers, [--] engagements


"V. The Financial Vaults (Scarcity of Capital) When money is tight the rich get richer. [--] AAPL (Apple): The Consumer Cash Fortress. [--] BX (Blackstone): The Private Bank. (Private credit when banks cant lend. Infrastructure + real estate when markets freeze). 🧵 6/14"  
[X Link](https://x.com/mrholdingbags/status/2022182884732547390)  2026-02-13T05:35Z [----] followers, [--] engagements


"This is the list. [--] names. All structural monopolies or oligopolies. Why these Simple. They own toll roads you cant avoid. They can raise prices without losing customers. Or they provide things the government and economy need to function. The Logic When debt gets this large interest payments become the limiting factor. Rates can spike for periodsbut they cant stay high indefinitely without breaking the budget. So over time rates tend to sit below inflation. The debt doesnt disappear. The currency carries the adjustment it slowly absorbs the pressure. 🧵 7/14"  
[X Link](https://x.com/mrholdingbags/status/2022182965934018999)  2026-02-13T05:36Z [----] followers, [--] engagements


"You dont need a stock market crash to feel poorer. If your wages grow slower than your bills your standard of living slips quietly. Thats the asset recession. Others names fit the framework. These are simply the ones that best match the thesis. This isnt investment advice. Its a framework. These are companies positioned at structural choke points in a capital-constrained world. Whether you own all [--] some or use this as a starting point for your own research - the goal is the same: own assets that reprice when the dollar doesnt. 🧵 8/14 https://twitter.com/i/web/status/2022183068698567004"  
[X Link](https://x.com/mrholdingbags/status/2022183068698567004)  2026-02-13T05:36Z [----] followers, [--] engagements


"I know there will nay sayers so I took the time and liberty to stress test it all for you: What Could Break This Attack 1: AI bubble pops tech crashes 60% Digital Brain names are infrastructure not speculation. NVDA might volatility-correct but: ASML still has EUV monopoly TSM still fabricates all chips MSFT/ORCL still run enterprises These reprice back up as dollar devalues Verdict: Thesis survives. Volatility broken thesis. 🧵 9/14 https://twitter.com/i/web/status/2022183199107883516 https://twitter.com/i/web/status/2022183199107883516"  
[X Link](https://x.com/mrholdingbags/status/2022183199107883516)  2026-02-13T05:36Z [----] followers, [--] engagements


"Attack 2: Fed goes full Volcker raises rates to 8% Politically improbable with $36T debt. Interest expense would be $2.8T+ annually (40% of tax revenue). Government breaks before Fed can stay that tight. Verdict: Fiscal dominance argument holds. 🧵 10/14"  
[X Link](https://x.com/mrholdingbags/status/2022183313839206660)  2026-02-13T05:37Z [----] followers, [--] engagements


"Attack 3: Productivity boom from AI makes devaluation thesis wrong Even if productivity surges these names WIN in that scenario too: NVDA/ASML/TSM = provide the infrastructure MSFT/GOOGL/ORCL = capture the productivity gains This list works in BOTH scenarios (devaluation OR productivity boom) Verdict: Antifragile positioning. Winners win either way. 🧵 11/14 https://twitter.com/i/web/status/2022183400967122981 https://twitter.com/i/web/status/2022183400967122981"  
[X Link](https://x.com/mrholdingbags/status/2022183400967122981)  2026-02-13T05:37Z [----] followers, [--] engagements


"Attack 4: Geopolitical shock - Taiwan invasion China decoupling TSM at risk. But: NVDA/AVGO shift to Samsung/Intel (already happening as backup) Rest of name affected less or benefits (LMT domestic energy) This is tail risk not base case Verdict: TSM is the biggest geopolitical exposure global semiconductor demand will continue to exist. 🧵 12/14 https://twitter.com/i/web/status/2022183518546047197 https://twitter.com/i/web/status/2022183518546047197"  
[X Link](https://x.com/mrholdingbags/status/2022183518546047197)  2026-02-13T05:38Z [----] followers, [--] engagements


"Attack 5: These valuations are already insane - youre buying at the top Some of these names have corrected 30-60%. The insane valuation argument has faded. Post-correction youre buying structural monopolies at reasonable multiples. Verdict: The asset recession thesis doesnt require getting in at the bottom - it requires owning the right assets through the cycle. 🧵 13/14"  
[X Link](https://x.com/mrholdingbags/status/2022183623227592714)  2026-02-13T05:38Z [----] followers, [--] engagements


"TLDR - there are more names that also fit this thesis here are some I identified that absolutely qualify for a devaluation/asset recession environment: $NVDA $AVGO $ASML $TSM $SNPS $MSFT $GOOGL $NOW $ORCL $LMT $GE $ETN $CP $XOM $FCX $LIN $WPM $CCJ $LLY $WM $AMZN $COST $AAPL $BX 🧵 14/14 https://twitter.com/i/web/status/2022183796246712757 https://twitter.com/i/web/status/2022183796246712757"  
[X Link](https://x.com/mrholdingbags/status/2022183796246712757)  2026-02-13T05:39Z [----] followers, [---] engagements


"@tempo_cap @ruth_capital"  
[X Link](https://x.com/mrholdingbags/status/1864514964603498898)  2024-12-05T03:39Z [---] followers, [--] engagements


"We are LIVE Join me @gpaisa7 and @JFDI to chat this market $SPY $QQQ #Bitcoin https://www.youtube.com/live/dHvTJdawQCMsi=LkJ61IoffOLO29EF https://www.youtube.com/live/dHvTJdawQCMsi=LkJ61IoffOLO29EF"  
[X Link](https://x.com/mrholdingbags/status/1869096881407819887)  2024-12-17T19:06Z [---] followers, [----] engagements


"Podcast time with these ho ho hos @gpaisa7 @JFDI We are live $SPY $QQQ $TSLA https://www.youtube.com/watchv=BOQHdLPZxLY https://www.youtube.com/watchv=BOQHdLPZxLY"  
[X Link](https://x.com/mrholdingbags/status/1871618389183172658)  2024-12-24T18:06Z [---] followers, [----] engagements


"NYE Podcast with @gpaisa7 we miss you @JFDI let's talk about a leg down $TSLA $NVDA $BTC.X https://www.youtube.com/watchv=wylUmzAEhYk https://www.youtube.com/watchv=wylUmzAEhYk"  
[X Link](https://x.com/mrholdingbags/status/1874139515948064945)  2024-12-31T17:04Z [---] followers, [----] engagements


"it's time to pod $SPY $QQQ $BTC.X @gpaisa7 @JFDI https://www.youtube.com/watchv=AIX49AZR9qU https://www.youtube.com/watchv=AIX49AZR9qU"  
[X Link](https://x.com/mrholdingbags/status/1876707144633868545)  2025-01-07T19:07Z [---] followers, [----] engagements


"We put together a trio of names for #shitcosummer on @stocktwits community rip this week. I took $ROKU and here's my view @gpaisa7 @JFDI"  
[X Link](https://x.com/mrholdingbags/status/1931004854702342595)  2025-06-06T15:06Z [---] followers, [----] engagements


"@StaresAtCandles @JFDI @gpaisa7 @Stocktwits Deal"  
[X Link](https://x.com/mrholdingbags/status/1937667032775881056)  2025-06-25T00:19Z [----] followers, [--] engagements


"Let's do the thang $SPY $QQQ $NVDA 🔵 COMMUNITY RIP LIVE W/GPAISA JFDI & HOLDINGBAGS https://t.co/LRuW54fn1v 🔵 COMMUNITY RIP LIVE W/GPAISA JFDI & HOLDINGBAGS https://t.co/LRuW54fn1v"  
[X Link](https://x.com/mrholdingbags/status/1937933817769300406)  2025-06-25T18:00Z [----] followers, [---] engagements


"💩 Shitco Summer All hopium no earnings just vibes. Meme it. Print it. Ride it straight to Valhalla (or Chapter 11). @JFDI @gpaisa7"  
[X Link](https://x.com/mrholdingbags/status/1947363272690196672)  2025-07-21T18:29Z [----] followers, [---] engagements


"It's going to be a fun good time $SPY $QQQ $TSLA We're going to be live with @howardlindzon today at 2pm EST. Come join me and @mrholdingbags while @JFDI is on vacation. You can watch at it any of these links (also Spaces link directly from the @Stocktwits handle) https://t.co/zVqIRyzlRs https://t.co/v8SodyiKzg We're going to be live with @howardlindzon today at 2pm EST. Come join me and @mrholdingbags while @JFDI is on vacation. You can watch at it any of these links (also Spaces link directly from the @Stocktwits handle) https://t.co/zVqIRyzlRs https://t.co/v8SodyiKzg"  
[X Link](https://x.com/mrholdingbags/status/1953143454206189719)  2025-08-06T17:17Z [----] followers, [---] engagements


"WE'RE LIVE Let's yap these markets @Stocktwits @gpaisa7 @JFDI $QQQ $SPY $IWM $XBI $TSLA $NVDA $AAPL 🔵 COMMUNITY RIP LIVE W/GPAISA JFDI & HOLDINGBAGS https://t.co/tCgCfQUZcr 🔵 COMMUNITY RIP LIVE W/GPAISA JFDI & HOLDINGBAGS https://t.co/tCgCfQUZcr"  
[X Link](https://x.com/mrholdingbags/status/1955690802547450181)  2025-08-13T17:59Z [----] followers, [---] engagements


"$NVDA just printed [--] straight red weeks last seen MarApr [----] before it based and ripped +80% higher. From the [----] bottom this run has been massive but total weekly volume is drying up = fewer participants at these levels"  
[X Link](https://x.com/mrholdingbags/status/1964435337620721934)  2025-09-06T21:07Z [----] followers, [---] engagements


"$TSLA put in a strong green week pushing off the key weekly EMAs and toward [---] resistance. Last real breakout try stalled inside the wedge but price forced its way out with RSI curling higher"  
[X Link](https://x.com/mrholdingbags/status/1964436548025536993)  2025-09-06T21:12Z [----] followers, [---] engagements


"$AVGO weekly currently my largest position. It kisses the weekly [--] nearly as often as it does the [--]. In this trend when it tags the [--] its a coin flip: either pulls back to the [--] or pushes +19% higher. I'm biased. With the current spread I wouldnt be adding here last buy was [---]. Lower prices would be nice to accumulate"  
[X Link](https://x.com/mrholdingbags/status/1974677206421901682)  2025-10-05T03:25Z [----] followers, [---] engagements


"$SNPS weekly chart. It either holds near last weeks low or it risks testing the channel bottom which would really suck. If that happens it probably grinds between the lower channel and the yellow uptrend line. I dont even want to talk about breaking the channel to the downside. More likely (if it dips) is a quick tag of the yellow trendline before a push back toward [---]. My base case: it faffs around this [------] range while the MAs flatten out. Im long accumulating at a discount"  
[X Link](https://x.com/mrholdingbags/status/1974677323925385267)  2025-10-05T03:25Z [----] followers, [---] engagements


"$MSTR weekly Lord wont they lose it when this doubles from here. The more they hate it the more fuel it'll have. 🤣🤑 Below the channel could open a slide into the 230s but I dont see that as the base case. Structurally this looks like another mid-channel reload within the broader uptrend. See my other charts for more context on this one. Im long"  
[X Link](https://x.com/mrholdingbags/status/1974677594508325171)  2025-10-05T03:26Z [----] followers, [---] engagements


"$SMCI weekly Im long and eyeing that [-----] extension but viewing all the 618s 😍. I would think we'd see a little turbulence around [----]. Below [--] and the setups basura. Otherwise this looks like a constructive breakout attempt that just needs confirmation volume. See my other posts here for context I still view a deep selloff as a low-probability scenario (imho). Not betting on basura betting on a breakout"  
[X Link](https://x.com/mrholdingbags/status/1974677704738841063)  2025-10-05T03:27Z [----] followers, [----] engagements


"$RIVN GIVE ME [--] OR GIVE ME [--] And I am long 😘"  
[X Link](https://x.com/mrholdingbags/status/1974678242314563657)  2025-10-05T03:29Z [----] followers, [----] engagements


"Thoughts for Tuesday morning. Flow loves structure. The best in every craft know this: rhythm isnt born from chaos its built from repetition. Warren Buffett has his morning routine down to seconds. DJ Premier builds a groove so tight it loops forever. Serena Williams drills the same shots until muscle memory took over. Jiro Ono shapes sushi like a prayer same motion same grace every time. 🧵 1/4 $QQQ $SPY $BTC"  
[X Link](https://x.com/mrholdingbags/status/1978076598860390589)  2025-10-14T12:33Z [----] followers, [---] engagements


"This mornings thoughts Consistency compounds. Everyones chasing new wins. But the ones who build real wealth in markets or in life just keep repeating what works. A process that wins 55% of the time will change your world if you have the discipline to run it [----] times. 🧵 1/4 $BTC $SPY $QQQ $TSLA $NVDA"  
[X Link](https://x.com/mrholdingbags/status/1978441005775904816)  2025-10-15T12:41Z [----] followers, [--] engagements


"Repeatable success is the quiet edge. You dont need to reinvent the wheel you need to roll it straight. Kobe Bryant shot the same jumper thousands of times before sunrise. Chef Thomas Keller plates every dish the same way every night. Repetition isnt boredom its momentum. 🧵 2/4"  
[X Link](https://x.com/mrholdingbags/status/1978441253860548800)  2025-10-15T12:42Z [----] followers, [--] engagements


"Wutch list $nvda $unh $pltr $sq $pypl $v $ma $abt $dis $jnj $abnb https://www.mrholdingbags.com/post/weekly-watchlist-week-beginning-aug-23-2021 https://www.mrholdingbags.com/post/weekly-watchlist-week-beginning-aug-23-2021"  
[X Link](https://x.com/mrholdingbags/status/1429070606201356298)  2021-08-21T13:19Z [----] followers, [--] engagements


"$NET base and go https://www.tradingview.com/x/OQkDHh0R/ https://www.tradingview.com/x/OQkDHh0R/"  
[X Link](https://x.com/mrholdingbags/status/1667271828857929728)  2023-06-09T20:45Z [----] followers, [--] engagements


"$MSTR the [--] weekly has been true support/resistance for years. In this channel price has never sat on the [--] longer than [--] straight weeks were currently in week 3"  
[X Link](https://x.com/mrholdingbags/status/1964436974720471415)  2025-09-06T21:14Z [----] followers, [----] engagements


"If the [--] holds history says price runs back to the midline (510). A break would likely mean testing the channel bottom (mid-270s)"  
[X Link](https://x.com/mrholdingbags/status/1964437058828771777)  2025-09-06T21:14Z [----] followers, [--] engagements


"Stoch is oversold RSI curling up from neutral and stoch typically leads RSI. Last two weeks showed more up-volume than down with mixed price action (+0.4% vs -6.6%) which could signal accumulation"  
[X Link](https://x.com/mrholdingbags/status/1964437127904841963)  2025-09-06T21:14Z [----] followers, [---] engagements


"Key levels: Support: [---] (weekly 50). Upside: +510 at channel midline. Downside: mid-270s if [--] weekly breaks. Bottom line: This is a decision point setup. Volume + momentum tilt bullish but the [--] weekly will decide whether MSTR runs higher or breaks toward deeper support"  
[X Link](https://x.com/mrholdingbags/status/1964437403378360678)  2025-09-06T21:15Z [----] followers, [---] engagements


"$AMZN weekly and monthly charts. Still my second-largest holding. I added small at [---]. The marked buy zone ($188$203) isnt my base case but the setup resembles one of its FMAGA brethren 👀 Interesting to see if it can hold the 210s. If it cant then 200and Id argue sub-200becomes the most likely outcome. Lets see if the all-time channel holds its ground. I'm an optimist (obviously). It typically bounces or at the least holds the monthly 21MA currently at $215.37"  
[X Link](https://x.com/mrholdingbags/status/1974676897402396697)  2025-10-05T03:23Z [----] followers, [---] engagements


"$AMD monthly and weekly. Could be setting up for another leg higher soon. The structure resembles the [----] breakout coil. +/-280ish on or before the March candle prints Ill take it. The 150ish zone has been solid support aligning with the 21MA on the monthly and prior breakout level. Though its often a terrible trader a dip into low 130-128 is a possibility and would be bought. A break of the monthly [--] and it goes lower (unlikely if the market is participating). Im still riding with Lisa. Long sixth-largest holding"  
[X Link](https://x.com/mrholdingbags/status/1974677040524611669)  2025-10-05T03:24Z [----] followers, [---] engagements


"$GOOGL keep it simple smarty"  
[X Link](https://x.com/mrholdingbags/status/1981749819228979374)  2025-10-24T15:49Z [----] followers, [---] engagements


"$BABA price action is random isn't it"  
[X Link](https://x.com/mrholdingbags/status/1982848408210813312)  2025-10-27T16:34Z [----] followers, [---] engagements


"$BTC monthly and weekly charts similar story to $ETH chart digesting the prior leg higher and now coiling in a tight 4-month range collecting the monthly 9EMA. Weekly shows a familiar pattern of long lower wicks from the past four candles buyers continue defending support in the 104K110K range. If that area gives way Id expect a bounce attempt near 101K. Below that and things could get emotional fast with a potential slide toward the mid-80s. But for now thats not the base case as long as 104K and 100K hold structure remains constructive. I am long"  
[X Link](https://x.com/mrholdingbags/status/1984749905538121748)  2025-11-01T22:30Z [----] followers, [---] engagements


"$AMZN on Oct [--] I charted this on @Stocktwits. Here's the monthly chart commentary. Closed above all prior ATHs. Anything into the mid-230s Id consider a retest and a spot to add. Looking at the all-time channel every move off the bottom has at minimum tested the 75% mark (orange dashed line). That doesnt have to play out in the very short term but as mega-cap rotation goes its apparent it is Amazons turn"  
[X Link](https://x.com/mrholdingbags/status/1984751606592913794)  2025-11-01T22:37Z [----] followers, [---] engagements


"$NVDA monthly. I said back in early September it was time to go and here we are +22% later. The march to [---] has begun. Long"  
[X Link](https://x.com/mrholdingbags/status/1984752353195561425)  2025-11-01T22:40Z [----] followers, [---] engagements


"$PANW and $CYBR monthlies. For PANW this is classic behavior before a channel move higher. Consolidation (chop higher) with purpose. For CYBR the monthly says it all: this deal is happening. The arbitrage spread has now narrowed to roughly 1.7% well below the 3% Id been collecting and you could have too if you decided to act on any of my prior posts. Both charts remain strong and well within their long-term trend structure though Id expect some digestion once the move is finalized"  
[X Link](https://x.com/mrholdingbags/status/1984752539732947192)  2025-11-01T22:40Z [----] followers, [---] engagements


"$DDOG +170 opens the door to the top of the channel"  
[X Link](https://x.com/mrholdingbags/status/1984757530896060753)  2025-11-01T23:00Z [----] followers, [---] engagements


"$CRWD watchlist name. Monthly -- trade plan is in screenshot. This could easily see +800 so long as market participates"  
[X Link](https://x.com/mrholdingbags/status/1984758043893256252)  2025-11-01T23:02Z [----] followers, [--] engagements


"$MSTR disappointment as most holders here are. It's important to show mistakes just as important as it's to show success. This has less than [--] weeks to retake the pivot or the setup is completely invalid (someone is going to argue it already is go ahead and pipe down Eric)"  
[X Link](https://x.com/mrholdingbags/status/1984758271933366701)  2025-11-01T23:03Z [----] followers, [---] engagements


"$BABA monthly. This is my "I do this for you but I can't do this for you" post of the day. 🫶🏼"  
[X Link](https://x.com/mrholdingbags/status/1984758727207977114)  2025-11-01T23:05Z [----] followers, [---] engagements


"$QQQ $SPY monthly (using futures NQ and ES) This is what a textbook trend looks like. The Nasdaq has stayed inside a clean rising channel since the October [--] bottom every tag of the monthly 9EMA has brought demand back. Just structured strength. Momentum remains powerful: six straight months of overbought stochastics five straight months of overbought RSI and price currently riding about +12% above the monthly 9EMA. That's extended yes but "overbought" in a primary uptrend isn't bearish by itself. Historically monthly RSI can stay elevated for [---] months during strong cycles (and up to 14"  
[X Link](https://x.com/mrholdingbags/status/1984759143119438240)  2025-11-01T23:07Z [----] followers, [---] engagements


"Coming up in about [--] minutes @gpaisa7 @JFDI and I are going to talk this bullshit of a market. Turn on tune in drop out. $SPY $QQQ $BTC #buttcoin #soduma #etheredum Watch here on X or better yet hit the YT https://www.youtube.com/@holdingbags/streams https://www.youtube.com/@holdingbags/streams"  
[X Link](https://x.com/mrholdingbags/status/1990823637411058019)  2025-11-18T16:45Z [----] followers, [---] engagements


"Bags Bros Capital Founding Team Overview Bags Bros Capital is managed by two principals with foundational experience at Stratton Oakmont where they developed early expertise in market structure behavioral asymmetry and disciplined execution under pressure. The partners bring a combined nine years of investment insight to a research-forward approach built on a repeatable conviction-driven framework: If its green its good. If its red its on sale. Their preferred asset class remains consistent across regimes: anything that goes up. Operating with a unified philosophy and matching technical"  
[X Link](https://x.com/mrholdingbags/status/1991115705597517895)  2025-11-19T12:05Z [----] followers, [---] engagements


"I made a big bet before yesterday's show. I shared the move. $NVDA $SOXL $QQQ @gpaisa7 @JFDI"  
[X Link](https://x.com/mrholdingbags/status/1991267315917209886)  2025-11-19T22:08Z [----] followers, [----] engagements


"@JP3GetPaid @gpaisa7 @JFDI I talk about when Im wrong. And Im sure Ill be wrong again. 🤷🏻♂"  
[X Link](https://x.com/mrholdingbags/status/1991301317101322662)  2025-11-20T00:23Z [----] followers, [--] engagements


"Monday-Tuesday buys tend to work out at least for me. Especially when I see some long wicks that show buyers sign me up $NVDA $SOXL @gpaisa7 @JFDI We talk about this every week - https://www.youtube.com/@holdingbags https://www.youtube.com/@holdingbags"  
[X Link](https://x.com/mrholdingbags/status/1991466801339986053)  2025-11-20T11:20Z [----] followers, [---] engagements


"Corrections happen and are repaired over time and/or price. Most of the time our reptile brains make us want to overtrade. Instead go touch some earth build a bookshelf or something instead of obsessing over the chart. $QQQ $SPY $NVDA @gpaisa7 @jfdi"  
[X Link](https://x.com/mrholdingbags/status/1991471693735621006)  2025-11-20T11:40Z [----] followers, [---] engagements


"Its elbow surgery day but I just wanted you to know you are already rich beyond measure. Daddy loves you 🫶🏼 $SPY $QQQ $BTC.X https://www.tiktok.com/t/ZP8UdqMKB/ https://www.tiktok.com/t/ZP8UdqMKB/"  
[X Link](https://x.com/mrholdingbags/status/1991490167073624161)  2025-11-20T12:53Z [----] followers, [---] engagements


"TradingViews Black Friday sale is live. If youve been waiting to upgrade this is the cheapest it gets all year. I chart everything on TradingView its the only platform I use. If you grab a plan using my link you get the biggest discount of the year plus a $15 bonus. $SPY $QQQ $NVDA $TSLA $AMD https://www.tradingview.com/black-friday/aff_id=159364&aff_sub=HoldingBags https://www.tradingview.com/black-friday/aff_id=159364&aff_sub=HoldingBags"  
[X Link](https://x.com/mrholdingbags/status/1991839878439485760)  2025-11-21T12:03Z [----] followers, [---] engagements


"$SYM jayzus christos. [----] and gone again https://stocktwits.com/holdingbags/message/629423283 https://stocktwits.com/holdingbags/message/629423283"  
[X Link](https://x.com/mrholdingbags/status/1993518766198866199)  2025-11-26T03:14Z [----] followers, [--] engagements


"$ANET good stonks/charts typically bounce where they're supposed to"  
[X Link](https://x.com/mrholdingbags/status/1993721010571657360)  2025-11-26T16:38Z [----] followers, [--] engagements


"Dont forget 2pm eastern we're live on @Stocktwits Community Rip LIVE And let's talk about some things we're thankful for @gpaisa7 @JFDI $SPY $QQQ $BTC.X watch here on x or over stocktwits Love for you to join us"  
[X Link](https://x.com/mrholdingbags/status/1993721161105191067)  2025-11-26T16:39Z [----] followers, [---] engagements


"$AMZN they're just a small mom and pop operation making radar detectors in their garage. They'll never make it"  
[X Link](https://x.com/mrholdingbags/status/1993723967388143895)  2025-11-26T16:50Z [----] followers, [--] engagements


"$COIN undercut of bottom channel has been a buy 3/3 going for number 4"  
[X Link](https://x.com/mrholdingbags/status/1993724970707661095)  2025-11-26T16:54Z [----] followers, [---] engagements


"WE ARE COMING AT YOU LIVE $SPY $QQQ $IWM $NVDA @gpaisa7 @jfdi 🔵 COMMUNITY RIP LIVE W/GPAISA JFDI and HOLDINGBAGS https://t.co/aARCizCJUr 🔵 COMMUNITY RIP LIVE W/GPAISA JFDI and HOLDINGBAGS https://t.co/aARCizCJUr"  
[X Link](https://x.com/mrholdingbags/status/1993756681537261595)  2025-11-26T19:00Z [----] followers, [---] engagements


"$SPY monthly - in a vacuum I would be pounding the table for caution here but given the context of $IWM and $QQQ I need to caveat my SPY chart analysis. Yes the SPY monthly is showing a bearish Hanging Man pattern and is screaming overbought and a the same time hitting the top of my channel. Alone that suggests a likely pullback or deeper a correction is coming. But the market is not alone and we are not in a vacuum. Assuming my thesis that QQQ is consolidating at its midline creating a structural floor for the SPY. More importantly the IWM small cap index just broke out of a multi-year base"  
[X Link](https://x.com/mrholdingbags/status/1995308308782104835)  2025-12-01T01:45Z [----] followers, [---] engagements


"$NVDA monthly -Currently running a structural integrity test. The large bearish candle that wiped out the recent rally is a healthy correction after a very strong run from the April lows. This is a momentum reset not a trend reversal. The entire post-2022 run depends on the defense of the breakout zone. The immediate line in the sand is the short-term [--] EMA blue (165) and [---]. Holding these lines confirms the continuation of the trend. The ultimate line is the structural retest near the former all time high of [------]. A decisive monthly close below [---] would signal a major structural failure"  
[X Link](https://x.com/mrholdingbags/status/1995314867733979611)  2025-12-01T02:11Z [----] followers, [---] engagements


"$SNPS monthly - chart is not for the faint of heart. We already hit my pearl clutching point. The price has cleanly failed below the 9/20 emas and the main horizontal support line near [---]. The bearish control is still intact. But the long-term bullish channel is not dead. The three large wicks at the channel bottom shows buyers stepped in defending the trend. This is where technical breakdown meets structural value. The selloff is fueled by fear that AI makes this company obsolete. The reality is that SNPS is the indispensable foundation for AI chip design. The market has priced in the fear."  
[X Link](https://x.com/mrholdingbags/status/1995318255162908848)  2025-12-01T02:25Z [----] followers, [---] engagements


"$MRVL monthly - is quietly building one of the cleanest high level consolidation patterns in the market. The bounce from this months low into the prior low price zone was immediately and violently bought up. That confirms huge demand for core AI infrastructure at the structural support. Buyers are not letting this setup fail. The entire structure is a classic preparation phase for a major push. The stock is coiled for a move to retest and break the [---] ceiling. The momentum indicators are perfectly neutral. Stoch and RSI are giving this bull trend ample room to breathe and run without being"  
[X Link](https://x.com/mrholdingbags/status/1995321010623582396)  2025-12-01T02:36Z [----] followers, [---] engagements


"Last chance on TradingViews Cyber Monday pricingends tonight. This is the best deal they run all year. Ive been using TV for all my charting and its worth every penny at full price let alone discounted. Use my link to grab the sale + a $15 bonus: If you were on the fence nows the time. $SPY $QQQ https://www.tradingview.com/black-friday/aff_id=159364&aff_sub=HoldingBags https://www.tradingview.com/black-friday/aff_id=159364&aff_sub=HoldingBags https://www.tradingview.com/black-friday/aff_id=159364&aff_sub=HoldingBags https://www.tradingview.com/black-friday/aff_id=159364&aff_sub=HoldingBags"  
[X Link](https://x.com/mrholdingbags/status/1995467513937760596)  2025-12-01T12:18Z [----] followers, [--] engagements


"WE ARE LIVE NOW $TSLA $MSTR $NVDA @WallStWingman @JFDI @gpaisa7 🔵 COMMUNITY RIP LIVE W/GPAISA JFDI HOLDINGBAGS & WALLSTWINGMAN https://t.co/hO4x6LRZEO 🔵 COMMUNITY RIP LIVE W/GPAISA JFDI HOLDINGBAGS & WALLSTWINGMAN https://t.co/hO4x6LRZEO"  
[X Link](https://x.com/mrholdingbags/status/1996293534161215960)  2025-12-03T19:00Z [----] followers, [---] engagements


"Great show today Thank you so much to @WallStWingman for joining us can't wait to do it again If you missed today's @Stocktwits Community Rip LIVE you can watch it any time on demand right here on the Youtube channel - $SPY $QQQ $TSLA $MSTR $NVDA @JFDI @gpaisa7 https://www.youtube.com/watchv=7mJ_i7_uFoA https://www.youtube.com/watchv=7mJ_i7_uFoA https://www.youtube.com/watchv=7mJ_i7_uFoA https://www.youtube.com/watchv=7mJ_i7_uFoA"  
[X Link](https://x.com/mrholdingbags/status/1996311087520821334)  2025-12-03T20:10Z [----] followers, [---] engagements


"Today's hip-hop wisdom comes from one of my favorites the legendary Pimp C of UGK. On "Murder" Pimp C laid out the rules for anyone trying to build something. "Tighten up no slack bitches checkin' my stock." That hits different when you look at your portfolio. The market is always checking your stock. Testing your conviction. Pushing your stops. Looking for the slack in your process. If you want to stack Gs you can't be loose with the execution. You have to tighten up. You have to be serious about your work your dollars. Discipline is the only way you get to keep what you stack. No slack"  
[X Link](https://x.com/mrholdingbags/status/1996570077404037429)  2025-12-04T13:19Z [----] followers, [---] engagements


"We are in [----] of the Internet build-out. We are laying the fiber (GPUs). Eventually yes it will stop. But we likely have [--] years of arms race spending before we have to worry about a glut. $NVDA $AMD $AVGO"  
[X Link](https://x.com/mrholdingbags/status/1996678773748732405)  2025-12-04T20:31Z [----] followers, [---] engagements


"$CCJ zoomed out weekly and weekly and daily. CCJ is putting on a technical clinic right now. The weekly chart is locked in a pristine ascending channel and is riding the [--] EMA with that bounce off the [--] indicating strength. On the daily timeframe we just saw a textbook undercut of the moving averages then to be reclaimed. That reclaim confirms buyers are stepping in aggressively on shallow dips. The Stochastic is embedded above [--] on the daily but the weekly shows strength from the oversold reading to crossback over bullish. As long as the daily structure holds above the [--] to [--] zone the"  
[X Link](https://x.com/mrholdingbags/status/1997349600533807533)  2025-12-06T16:57Z [----] followers, [--] engagements


"We are live LFG $SPY $QQQ $IWM $TSLA $NVDA $AVGO @gpaisa7 @JFDI 🔵 COMMUNITY RIP LIVE W/GPAISA JFDI & HOLDINGBAGS https://t.co/lMHyBQJfUr 🔵 COMMUNITY RIP LIVE W/GPAISA JFDI & HOLDINGBAGS https://t.co/lMHyBQJfUr"  
[X Link](https://x.com/mrholdingbags/status/1998822842205614399)  2025-12-10T18:31Z [----] followers, [---] engagements


"$AVGO is selling off on what can only be called a high-class problem. The CFO guided margins down slightly for one reason: theyre moving so much AI silicon that its skewing the revenue mix. Read that again. The issue is theyre selling too much of the product everyone on earth is scrambling to secure. The market is framing that strength as weakness but the Imperial-Grade numbers tell the real story: Revenue: $18.0B (Beat) AI Revenue: +74% YoY Guidance: Lifts to $19.1B next quarter Traders dumped the stock because Hock Tan wouldnt give a full-year forecast. But instead of a forecast he dropped"  
[X Link](https://x.com/mrholdingbags/status/1999465592730902541)  2025-12-12T13:05Z [----] followers, [---] engagements


"Live Market Chat w/ Nick & GP https://x.com/i/broadcasts/1OyKAjemdarGb https://x.com/i/broadcasts/1OyKAjemdarGb"  
[X Link](https://x.com/mrholdingbags/status/2003511839905448066)  2025-12-23T17:03Z [----] followers, [--] engagements


"@course34397 Ive been down with the flu and just starting to feel better. I havent watched the show from yesterday. Bull market has been pretty strong before this administration so idk Ill have to watch and listen for context. My"  
[X Link](https://x.com/mrholdingbags/status/2003969823588721061)  2025-12-24T23:23Z [----] followers, [--] engagements


"Weekly wutchlist for bullish swing trades. In no particular order: $RR $SMCI $RDDT $NVO $CRWV $MSTR (long) $ERX $SOXL"  
[X Link](https://x.com/mrholdingbags/status/2007996806156972087)  2026-01-05T02:05Z [----] followers, [---] engagements


"In [----] Im choosing to live with more intention and presence. This is my morning mantra: This is going to be the best day of my life. Not because it will be perfect but because I will show up fully present and willing to learn from whatever the day brings. I control my mind. It does not control me. I do not control what will happen but I control how I respond. And I choose to respond with joy and love to whatever happens. I am grateful for what I have right now. Even if it is something small. Even if the day is not perfect. 🫶🏼 https://twitter.com/i/web/status/2008156499223192039"  
[X Link](https://x.com/mrholdingbags/status/2008156499223192039)  2026-01-05T12:39Z [----] followers, [--] engagements


"The [----] IPO listings will hurt your favorite names more than any loss of earnings growth this year. $SPY $QQQ $IWM"  
[X Link](https://x.com/mrholdingbags/status/2008703488960983542)  2026-01-07T00:53Z [----] followers, [---] engagements


"$SPY $QQQ $IWM still applies Most are mistaking digestion phases for exhaustion phases. $SPY $QQQ $IWM Most are mistaking digestion phases for exhaustion phases. $SPY $QQQ $IWM"  
[X Link](https://x.com/mrholdingbags/status/2009673440559824920)  2026-01-09T17:07Z [----] followers, [---] engagements


"Theres a social trend using Fleetwood Macs Silver Springs to show life progressions that worked out. Whats interesting to me is the song isnt about happy endings. Its about memory that wont let go. That famous lines arent triumph theyre permanence. Time cast a spell on you but you wont forget me. Youll never get away from the sound of the woman that loves you. And thats why it fits investing so well. 🧵 1/2 $SPY $QQQ $IWM https://twitter.com/i/web/status/2009702419073204244 https://twitter.com/i/web/status/2009702419073204244"  
[X Link](https://x.com/mrholdingbags/status/2009702419073204244)  2026-01-09T19:02Z [----] followers, [--] engagements


"I like being there before they get there. I dont avoid sell-offs. I use them to build positions. Maybe I like the pain maybe I have ideas before their time maybe its dumb luck and a forgiving bull market. Waiting for an all clear signal is fine confirmation is fine but Id rather already be in when the buying kicks in than wait for it to be obvious. Being early can look wrong in the moment. It works for me because Ive already defined areas to buy below or above and Id much rather own cheaper shares. Scaling in and buying through weakness has worked out in nearly every instance I can think of"  
[X Link](https://x.com/mrholdingbags/status/2011236332392366471)  2026-01-14T00:38Z [----] followers, [---] engagements


"Miyamoto Musashi once said Fix your eyes on the distant horizon not on the outcome of the moment. $SPY $QQQ $BTC.X"  
[X Link](https://x.com/mrholdingbags/status/2011830764682260644)  2026-01-15T16:00Z [----] followers, [---] engagements


"Musashi believed people often lose the battle before the blade is drawn because their focus narrows to the immediacy of fear doubt and impatience. He taught that a warrior must look beyond the moment beyond todays noise and see the direction of his life as a whole. The present is only a stepping stone. What matters is the trajectory you create through each choice and discipline. When you stare too closely at a single moment you mistake discomfort for defeat and progress for failure. But when you fix your eyes on the horizon the path becomes clearer and the moment loses its power to break you."  
[X Link](https://x.com/mrholdingbags/status/2011833714062606681)  2026-01-15T16:11Z [----] followers, [--] engagements


"Not the post you were expecting today but here we are. A family member was asking about dividends and income producing stocks/etfs over the holiday. We all know dividends are just deferred growth but cash flow matters when you're compounding or retired. In my opinion there's no one perfect dividend fund. As most of my strategies go I prefer a team. For dividend growth and quality I like the structural leaders: $DGRO and $SCHD: This is the core engine. Depending where one is at in their portfolio strategy's life cycle trading a little current yield for powerful compounding quality is a solid"  
[X Link](https://x.com/mrholdingbags/status/1995537233680515169)  2025-12-01T16:55Z [----] followers, [--] engagements


"For High Monthly Income I love the option strategy players. The tax efficiency dictates placement here: Tax-Deferred Roth IRA: $JEPI and $JEPQ. These are the monthly income specialists designed for maximum yield and volatility reduction. $BIZD fits here too it's highly specialized as it invests exclusively in private credit BDCs however it can create tax situations in a taxable account. Taxable Brokerage: $SPYI and $QQQI . These funds use option strategies structured as [----] Contracts. This allows for gains to be taxed at a favorable [--] percent long term and [--] percent short term capital"  
[X Link](https://x.com/mrholdingbags/status/1995537379256422405)  2025-12-01T16:56Z [----] followers, [---] engagements


"LIVE Market Talk: Quarterly Cookie - January [--] [----] https://x.com/i/broadcasts/1YqxolDeRDaKv https://x.com/i/broadcasts/1YqxolDeRDaKv"  
[X Link](https://x.com/mrholdingbags/status/2016197246963089863)  2026-01-27T17:10Z [----] followers, [---] engagements


"One probability for $ETH according to Cookie buckle up for a trip to [----] before heading to [-----] in [----]. $QQQ $BMNR @jfdi @gpaisa7"  
[X Link](https://x.com/mrholdingbags/status/2016275604572713342)  2026-01-27T22:22Z [----] followers, [---] engagements


"Without sounding too macro bro (though this is very macro and macro can be very uncertain) Ive been talking about an asset recession for a while now. Not a traditional crash but a split economy (K-shaped) between those who own assets and those who dont. Todays Fed Chair pick of Warsh reinforces that view. Heres why: For years the U.S. has relied on countries like Japan China and Europe to buy our debt (Treasuries). That kept interest rates lower and funded government spending. Now theyre selling. And Im not saying this to cause panic. They buy and sell all the time. Theyre just selling a"  
[X Link](https://x.com/mrholdingbags/status/2017277835379892432)  2026-01-30T16:44Z [----] followers, [---] engagements


"When foreign buyers step away someone still has to absorb trillions in new debt issuance. There are only two real options: 1- Let rates rise to attract buyers (which would crush markets and make government interest costs explode) 2- Keep rates below inflation have the Fed buy more Treasuries and quietly devalue the dollar over time. (The Fed doesnt always buy directly. Sometimes its through repo facilities backstops or regulation but the result is the same: the system absorbs the debt at suppressed rates.) Politically and economically option [--] is far more likely. This is what people mean when"  
[X Link](https://x.com/mrholdingbags/status/2017277898730754379)  2026-01-30T16:45Z [----] followers, [--] engagements


"So instead we get: Rates held lower than inflation Sticky price increases Assets repricing higher over time Thats not a crash environment. Its a stealth devaluation environment. Now enter Warsh. Historically he talked tough on inflation and sound money. But recently hes signaled alignment with the administration. That tells me reality wins over ideology. The debt math forces the Feds hand. This doesnt mean inflation runs wild overnight. It means negative real rates become the norm. And that creates two different economic experiences. 🧵 3/5 https://twitter.com/i/web/status/2017278060035227949"  
[X Link](https://x.com/mrholdingbags/status/2017278060035227949)  2026-01-30T16:45Z [----] followers, [--] engagements


"The have-nots: People living off wages and cash feel constant pressure. Prices rise faster than paychecks. Life feels like a recession. (Weve already been experiencing this to some extent.) The haves: People who own assets - strong businesses real estate commodities etc. - see their asset values rise with devaluation. Not because things are booming but because money is worth less (not worthless). This is the asset recession. Same economy. Two completely different outcomes. 🧵 4/5 https://twitter.com/i/web/status/2017278230504362009 https://twitter.com/i/web/status/2017278230504362009"  
[X Link](https://x.com/mrholdingbags/status/2017278230504362009)  2026-01-30T16:46Z [----] followers, [--] engagements


"When sell-offs happen theyre often liquidity events shaking people out of assets before the longer-term repricing continues. An attempt to divorce you from your assets. Thats why Ive been saying: Own assets. Build positions during weakness. This isnt about getting rich quick. Its about staying ahead of currency erosion. My goal isnt to time every move. The goal is to be positioned in real businesses and real assets as the system adjusts. Warsh doesnt change that direction. If anything his nomination makes it clearer to me. Short-term volatility is possible as weve seen. Long-term devaluation"  
[X Link](https://x.com/mrholdingbags/status/2017278320707055800)  2026-01-30T16:46Z [----] followers, [--] engagements

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