#  @ryan554 edward m kelly edward m kelly posts on X about $qqq, $smh, $spx, $msft the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::56540655/interactions)  - [--] Week [-----] -11% - [--] Month [------] +132% - [--] Months [------] +6.80% - [--] Year [------] -50% ### Mentions: [--] [#](/creator/twitter::56540655/posts_active)  - [--] Week [--] -13% - [--] Month [---] +247% - [--] Months [---] +17% - [--] Year [---] -42% ### Followers: [---] [#](/creator/twitter::56540655/followers)  - [--] Week [---] +0.71% - [--] Month [---] +1.10% - [--] Months [---] -9.20% - [--] Year [---] +34% ### CreatorRank: [---------] [#](/creator/twitter::56540655/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 62% [cryptocurrencies](/list/cryptocurrencies) 45% [technology brands](/list/technology-brands) 34% [finance](/list/finance) 30% [financial services](/list/financial-services) #1062 [countries](/list/countries) 2% **Social topic influence** [$qqq](/topic/$qqq) #195, [$smh](/topic/$smh) #19, [$spx](/topic/$spx) #198, [$msft](/topic/$msft) #167, [spx](/topic/spx) #279, [$mu](/topic/$mu) 11%, [$jpm](/topic/$jpm) #15, [we are](/topic/we-are) 8%, [$spy](/topic/$spy) #526, [$vix](/topic/$vix) #87 **Top accounts mentioned or mentioned by** [@johndoss1](/creator/undefined) [@scottwapnercnbc](/creator/undefined) [@traderjonesy](/creator/undefined) [@basssem666](/creator/undefined) [@dougkass](/creator/undefined) [@revshark](/creator/undefined) [@triggertrades](/creator/undefined) [@elliottpathman](/creator/undefined) [@domlandis93](/creator/undefined) [@sheldon08638921](/creator/undefined) [@tictoctick](/creator/undefined) [@cnbcfastmoney](/creator/undefined) [@michaellistman](/creator/undefined) [@frankcappelleri](/creator/undefined) [@marketsleuth](/creator/undefined) [@cnbc](/creator/undefined) [@divestech](/creator/undefined) [@yardeni](/creator/undefined) [@thebronxviking](/creator/undefined) [@charliebilello](/creator/undefined) **Top assets mentioned** [Spacemesh (SMH)](/topic/$smh) [SPX6900 (SPX)](/topic/$spx) [Microsoft Corp. (MSFT)](/topic/$msft) [Micron Technology, Inc. (MU)](/topic/$mu) [JPMorgan Chase (JPM)](/topic/$jpm) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Vixco (VIX)](/topic/$vix) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Walmart, Inc. (WMT)](/topic/$wmt) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [GE Vernova Inc. (GEV)](/topic/$gev) [CatCoin (CAT)](/topic/$cat) [Basis Cash (BAC)](/topic/$bac) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Wells Fargo & Co (WFC)](/topic/$wfc) [Advanced Micro Devices (AMD)](/topic/$amd) [Stacks (STX)](/topic/$stx) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [Eclipse (ES)](/topic/$es) [Cisco Systems Inc (CSCO)](/topic/$csco) [GammaSwap (GS)](/topic/$gs) [Apple, Inc. (AAPL)](/topic/$aapl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Intel Corporation (INTC)](/topic/$intc) [Western Digital Corp (WDC)](/topic/$wdc) [Sandisk Corporation (SNDK)](/topic/$sndk) ### Top Social Posts Top posts by engagements in the last [--] hours "Just for grins and giggles 100DSMA for $KRE is circa [-----]. Money centers are either already there or well below. If U are looking for a tasty short I's start with $KRE. $QQQ" [X Link](https://x.com/ryan554/status/2021972458279227740) 2026-02-12T15:39Z [---] followers, [--] engagements "@TraderJonesy Until U get $AMZN over [---] and $MSFT over [---] sustainably your calls will die on the vine. Next Tuesday has a bad reputation for being a large drawdown session. Best of luck. $QQQ" [X Link](https://x.com/ryan554/status/2022442356600115306) 2026-02-13T22:46Z [---] followers, [---] engagements "Leavitt on @ScottWapnerCNBC just said the economic data is "Goldilocks." $WMT is at a new ATH today up [---] basis points vs $SPX lower by [---]. That's not "Goldilocks" folks it's blatant fear. How come these panelists can't see the truth $QQQ" [X Link](https://x.com/ryan554/status/2022043109950206249) 2026-02-12T20:20Z [---] followers, [--] engagements "@TicTocTick That's because of $SMH $GEV $CAT $WMT and a few slect others. Money centers telling the real story here. Take a look at $JPM" [X Link](https://x.com/ryan554/status/2022463591656624319) 2026-02-14T00:11Z [---] followers, [---] engagements "@Basssem666 U seem to lean bearish but really don't foresee material downside Every bear on my feed has a plan to buy soon Tape is in a very precarious position if the 100DSMA is breached meaningfully we could hit an air pocket down to [---] in a few ticks. Makes me want to buy more puts" [X Link](https://x.com/ryan554/status/2022462738367406298) 2026-02-14T00:07Z [---] followers, [---] engagements "Please take this into account if U are considering getting long here - $MSFT has now basically filled the gap from late April [--]. $SPY traded [----] then. Last I checked we are more than 20% higher now. Risk/reward here has rarely been worse. Timberrrrr" [X Link](https://x.com/ryan554/status/2019431628054098125) 2026-02-05T15:23Z [---] followers, [---] engagements "$MSFT has now broken the gap from April of last year. Truly startling for the most part tape is yawning. Remember $SPX was [----] when gap higher was created. We are now trading lower than where the gap ensued. Wow" [X Link](https://x.com/ryan554/status/2019507921525076444) 2026-02-05T20:26Z [---] followers, [---] engagements "The poor bastards that bought $GPCR on the CEO appearance on @CNBCFastMoney a couple weeks back are now down 20%. Panelists were bullish as hell predicting a stock well above [---]. A Mea Culpa is due. $QQQ" [X Link](https://x.com/anyuser/status/2019534855621562721) 2026-02-05T22:13Z [---] followers, [---] engagements "@michaellistman Please remember $MSFT broke the late April 25" gap today. $SPX was circa [----] then. This tape is priced for a rip roaring US economy in [----]. Anything to alter that illusion and we crash. $QQQ" [X Link](https://x.com/ryan554/status/2019546796016439370) 2026-02-05T23:00Z [---] followers, [---] engagements "$SPX back to 1% from new ATH while $MSFT is still below [---] Just think how many issues are wildly overvalued to make this math work. $QQQ" [X Link](https://x.com/ryan554/status/2019872722600481201) 2026-02-06T20:35Z [---] followers, [---] engagements "@JohnDoss1 @FrankCappelleri No doubt about that remember post the $AMZN print. E's were lower by nearly [--] handles. Simply put Friday's price action made no sense except for positioning. $MU's lack pf performance made that obvious. Way too many calls bought above 400" [X Link](https://x.com/ryan554/status/2020284019313910205) 2026-02-07T23:50Z [---] followers, [---] engagements "@market_sleuth Remember post $AMZN's print $E's were appreciably lower at 8PM EST Thursday cash $SPY close. Circa $SPY [---]. Today's $SPY high is [------]. Over [---] handles on nothing but overzealous downside positioning and a negative reaction to $AMZN. Makes sense no" [X Link](https://x.com/ryan554/status/2020957814852813053) 2026-02-09T20:27Z [---] followers, [----] engagements "@DougKass @CNBC @DivesTech How about @ScottWapnerCNBC cheerleading @yardeni call for Dow 70K by [--]. He has been doing this all day. The cheerleading and promotion of public and private equity knows no bounds" [X Link](https://x.com/ryan554/status/2020962689804271677) 2026-02-09T20:47Z [---] followers, [---] engagements "@TriggerTrades That is precisely why $VIX is not sub [--] problem remains Quants and CTA's have been symphonic in their rotation. I'd watch $JPM closely. Could trade down to [---] in a heartbeat. $QQQ" [X Link](https://x.com/ryan554/status/2020985748195848299) 2026-02-09T22:18Z [---] followers, [--] engagements "@ScottWapnerCNBC has mentioned that the very weak retail sales report is "backward looking" at least [--] times today. If #NFP comes in weak tomorrow it will be more of the same. It's really getting comical. If we ever actually trade meaningfully lower heads will explode. $QQQ" [X Link](https://x.com/ryan554/status/2021317210610749780) 2026-02-10T20:15Z [---] followers, [--] engagements "$WMT now up by [---] basis points on nothing but Quant pumping. Go at it Bulls. $QQQ" [X Link](https://x.com/ryan554/status/2021967935825490402) 2026-02-12T15:21Z [---] followers, [--] engagements "Quants pumped $JPM a few pennies above yesterday's low - they had no other choice. Otherwise the overall bullish narrative is lost. $QQQ" [X Link](https://x.com/ryan554/status/2021969988765257909) 2026-02-12T15:29Z [---] followers, [--] engagements "Mea Culpa $JPM took out yesterday's low and is now comfortably below 100DSMA - $SPX has turned red" [X Link](https://x.com/ryan554/status/2021971317646606585) 2026-02-12T15:35Z [---] followers, [--] engagements "$WMT now higher by nearly [---] basis points We are on the verge of something apocalyptic to the downside. $QQQ" [X Link](https://x.com/ryan554/status/2021974792153501766) 2026-02-12T15:48Z [---] followers, [--] engagements "Quants desperately attempting the stick-save at yesterday's $SPY low - if it goes $VIX heads toward [--]. $QQQ" [X Link](https://x.com/ryan554/status/2021977335071981965) 2026-02-12T15:58Z [---] followers, [--] engagements "Wow intraday there has been a big rotation out of $SMH and into the money centers. probably bodes badly for $AMAT after the bell. Look at the intraday of $CSCO yesterday" [X Link](https://x.com/ryan554/status/2022035913313042793) 2026-02-12T19:51Z [---] followers, [---] engagements "Got this wrong $SMH flying AH post $AMAT - still think it gets faded hard tomorrow. $QQQ" [X Link](https://x.com/ryan554/status/2022063723511525485) 2026-02-12T21:42Z [---] followers, [--] engagements "The Tuesday following the upcoming [--] day weekend has produced some of the most horrific drawdowns in my [--] years of active trading. If memory serves me 25' was a dud. I don't expect a repeat. Buckle up. $QQQ. Tonight's AH ramp may be your last chance for the escape shuttle" [X Link](https://x.com/ryan554/status/2022103494342389953) 2026-02-13T00:20Z [---] followers, [--] engagements "@TriggerTrades U forgot $SMH" [X Link](https://x.com/ryan554/status/2022767363238645969) 2026-02-14T20:18Z [---] followers, [--] engagements "Considering the gap break today the next two levels of support for $MSFT are circa [---] and then the liberation day spike low circa [---]. I can't imagine either of those levels are tested without a severe decline in $SPX. $QQQ" [X Link](https://x.com/ryan554/status/2019551294164463757) 2026-02-05T23:18Z [---] followers, [---] engagements "$JPM was crossing at [---] yesterday. Currently ticking at [---] Congratulations $JPM U have officially joined the growing list of MEME stocks. Don't worry I'm sure it's nothing. $QQQ" [X Link](https://x.com/ryan554/status/2019795853259489435) 2026-02-06T15:30Z [---] followers, [--] engagements "Pull up a [--] year chart of $WMT and then tell me this entire tape is not in an historic bubble. $QQQ" [X Link](https://x.com/ryan554/status/2019873599004238164) 2026-02-06T20:39Z [---] followers, [--] engagements "Stephanie Link wetting her panties to express her bullishness - practically foaming at the mouth All guests on @ScottWapnerCNBC have same opinion. Wapner just gooses it more. We are going much higher. What could go wrong. Who needs diversity of opinion $QQQ" [X Link](https://x.com/ryan554/status/2021271858604110075) 2026-02-10T17:15Z [---] followers, [--] engagements "Quants with absolutely no shame with respect to PE pf $WMT - they will push it as high as need be to keep $SPX elevated. $QQQ" [X Link](https://x.com/ryan554/status/2021959159428821273) 2026-02-12T14:46Z [---] followers, [---] engagements "$AMZN flirting with sub [---] while $MSFT flirting with sub [---]. Money centers breaking down Meanwhile $SPY 1% from ATH. Probably a great time to double down on $GEV and $CAT. $QQQ" [X Link](https://x.com/ryan554/status/2021966226088767604) 2026-02-12T15:14Z [---] followers, [---] engagements "@RevShark $JPM is below its 100DSMA - $SMH $CAT $WMT and $GEV can only keep us propped for so long. Perhaps most importantly FEAR is completely absent from the forum. Look out below" [X Link](https://x.com/ryan554/status/2022297872801140908) 2026-02-13T13:12Z [---] followers, [--] engagements "@Basssem666 @elliottpathman Trading both sides has been the correct path with this unprecedented rotation. Analysis tells me that period is ending. Remember $SMH traded [---] six sessions ago what has changed since then That [---] ceiling is solid in $SMH. IMO not nearly enuf att being paid to $MSFT $AMZN" [X Link](https://x.com/ryan554/status/2022689532504871286) 2026-02-14T15:08Z [---] followers, [--] engagements "@TheBronxViking No doubt that rising 100DSMA holds the key for next week - I think most are unaware how sharp the break can be should it relent. That's why $VIX closed above [--]. All it would take is $SMH revisiting recent low at [---]. Thing is if it testslikely breaks towards [---]. $SPY then 365" [X Link](https://x.com/ryan554/status/2022692286719742223) 2026-02-14T15:19Z [---] followers, [--] engagements "@charliebilello What about $GS $JPM $BAC $WFC etc. Reality is staring us in the face and most are afraid to look. $QQQ" [X Link](https://x.com/ryan554/status/2022773060680466601) 2026-02-14T20:40Z [---] followers, [--] engagements "On 12/17 $MSFT closed at [---] $SMH closed at [---]. In under a month the rotation out of software into semis has become extremeand likely unhealthy. Largest upside gap in $SMH during that period is today. It's also likely the last before serious corrective action transpires. $QQQ" [X Link](https://x.com/ryan554/status/2011795182077755887) 2026-01-15T13:38Z [---] followers, [--] engagements "@RevShark #AI bubble popping I think u need to take a look at $SMH - it's up almost 20% in under a month" [X Link](https://x.com/ryan554/status/2011803539744456885) 2026-01-15T14:11Z [---] followers, [--] engagements "@RalphVacchiano The praise for this hire is over the top - no way Harbaugh lives up to expectations. Remember he was fired in Baltimore. How is his brother doing in San Diego" [X Link](https://x.com/ryan554/status/2011804107212808643) 2026-01-15T14:14Z [---] followers, [--] engagements "@JohnDoss1 $SMH up [--] basis points AH - OPEX tomorrow - downside gaps in $SMH begin to fill next week. What changes this $AVGO must trade meaningfully above [---] but even that won't be a salvo as rotation might still rule. $QQQ" [X Link](https://x.com/ryan554/status/2011954337589641656) 2026-01-16T00:11Z [---] followers, [--] engagements "The price action in $SMH is really getting comical - the unwind will be one for the record books. $QQQ. Truly conceivable we get a drawdown of [--] to 8% in one session soon. $QQQ" [X Link](https://x.com/ryan554/status/2012177231158661353) 2026-01-16T14:56Z [---] followers, [--] engagements "The most important factoid U can extrapolate from today's tape was the $VIX. Remember we are on the cusp of a [--] day weekend. Recent history dictates $VIX should have melted lower today. It did the opposite. Next week may include a tapebomb maybe [--]. $QQQ" [X Link](https://x.com/ryan554/status/2012271103620648998) 2026-01-16T21:09Z [---] followers, [--] engagements "The craziest thing on my screen today ia $AAPL - after already being pummeled $AAPL is lower by nearly twice as much today as $SMH Price momentum is still all that matters to this tape. Period. $QQQ" [X Link](https://x.com/ryan554/status/2013639364618666414) 2026-01-20T15:46Z [---] followers, [--] engagements "How obscene is this squeeze in $SMH On Jan [--] $SMH crossed [---] and change. Low that day for $SPY was above [---]. Look where we are now led by $MU and $AMD Look out below" [X Link](https://x.com/ryan554/status/2013715961853915646) 2026-01-20T20:51Z [---] followers, [--] engagements "$NVDA is down by [---] basis points $AVGO by [---] basis points somehow $SMH only lower by [---] The rush into junk reaching a crescendo. $QQQ" [X Link](https://x.com/ryan554/status/2013716786097598560) 2026-01-20T20:54Z [---] followers, [--] engagements "Most Bulls agree on conviction that 100DSMA will hold It better. $QQQ" [X Link](https://x.com/ryan554/status/2013770531883929625) 2026-01-21T00:28Z [---] followers, [--] engagements "$SMH should have been down much more yesterday with today's further squeeze higher we know why it wasn't. That said the pain still awaits and because of this additional rise will be much worse. $QQQ" [X Link](https://x.com/ryan554/status/2013991985757966450) 2026-01-21T15:08Z [---] followers, [--] engagements "After being crushed yesterday $AVGO and $AMZN both lower again today Meanwhile the squeeze in $IWM and $MU knows no end. Strange days indeed. $QQQ" [X Link](https://x.com/ryan554/status/2013996891298550257) 2026-01-21T15:27Z [---] followers, [---] engagements "Just for grins and giggles [--] month low for $SMH is [---] That's some type of underperformance for $AVGO. To repeat [--] month low for $AVGO is circa [-----] - it's almost there. $QQQ" [X Link](https://x.com/ryan554/status/2014037987835671015) 2026-01-21T18:10Z [---] followers, [--] engagements "$AVGO lower AGAIN - Don't worry $IWM is flying. $QQQ" [X Link](https://x.com/ryan554/status/2014409115854872904) 2026-01-22T18:45Z [---] followers, [---] engagements "Mark this down if we maintain our current trajectory $SMH current crossing circa [---] probably opens near [---]. $AVGO conversely will trade higher. Welcome to current reality. $QQQ" [X Link](https://x.com/ryan554/status/2014469716182483056) 2026-01-22T22:46Z [---] followers, [--] engagements "$SMH now lower by nearly [--] bucks AH off $INTC print meanwhile $AVGO is higher. U can't make this up. $QQQ. Sold some $SMH [---] puts expiration tomorrow near close probably 50/50 I have to buy back. It's a hedge" [X Link](https://x.com/ryan554/status/2014472573900247442) 2026-01-22T22:57Z [---] followers, [---] engagements "Last Friday $AVGO ticked [-----] - currently circa [---] - that's [--] trading days folks. That's over 11% in [--] sessions. A similar fate awaits $SMH - it's not a matter of if but when. Probably sooner rather than later. $QQQ" [X Link](https://x.com/ryan554/status/2014714659866112402) 2026-01-23T14:59Z [---] followers, [---] engagements "@GentlemanChris8 More than likely because there is a ton of liquidity in both. Best of luck. For the record I believe $SMH may be the best short in the market right here. $QQQ" [X Link](https://x.com/ryan554/status/2014784490267160941) 2026-01-23T19:37Z [---] followers, [--] engagements "@ScottWapnerCNBC panelists discussing negative price reactions in stocks $SPX hit a new ATH today. That's where sentiment really lies. Absolutely no FEAR. Zero. $QQQ" [X Link](https://x.com/ryan554/status/2016241952220398041) 2026-01-27T20:08Z [---] followers, [--] engagements "$JPM at or near highs for the day $WFC and $BAC at or near lows These kind of internal correlations are not healthy and indicative of a market ready to collapse" [X Link](https://x.com/ryan554/status/2016566498244940184) 2026-01-28T17:38Z [---] followers, [--] engagements "To my sheer wonderment $SMH shows no signs of a reversal. $MU may have a [---] print in the not to distant future. Only one thing is certain when the reversal finally transpires it will be one for posterity. By the way $SMH sometimes melts down with no warning whatsoever. $QQQ" [X Link](https://x.com/ryan554/status/2016603832302682233) 2026-01-28T20:06Z [---] followers, [--] engagements "@DomLandis93 The fact we tagged [---] for a millisecond post-close is meaningless as cash puts could not be traded then. We are currently at [---] that's what matters. I would not be adding meaningfully to short positions until Monday. January is now a green month not likely to change before ME" [X Link](https://x.com/ryan554/status/2016626016890798367) 2026-01-28T21:34Z [---] followers, [--] engagements "$MU is higher by almost [--] bucks AH - Quants seem to have a bullseye on [---]. $QQQ" [X Link](https://x.com/ryan554/status/2016631931190808848) 2026-01-28T21:58Z [---] followers, [--] engagements "$MU closed [----] at [---] it is up more than 50% in under a month This is really all anyone should be talking about. Clearly it's not sustainable but is indicative of a tape that gone off the rails. U cannot normalize such moves. $QQQ" [X Link](https://x.com/ryan554/status/2016636740002296256) 2026-01-28T22:17Z [---] followers, [---] engagements "A development that should frighten all investors/traders is that $SMH has become a MEME stock. Currently up over 1% AH on nothing. Price momentum that's it. No company specific news. The unravel many not occur until $MU tags 500" [X Link](https://x.com/ryan554/status/2016647943479009752) 2026-01-28T23:01Z [---] followers, [---] engagements "I'm old enough to remember when $MSFT and $SMH were positively correlated. AH today $MSFT is down nearly 6%. Meanwhile $SMH is higher by more than 1%. God help us all. $QQQ" [X Link](https://x.com/ryan554/status/2016649001282535660) 2026-01-28T23:06Z [---] followers, [---] engagements "@I_Post_Charts @DomLandis93 Wrong only major indices can be trade until 415EST $QQQ $SPY $IWM. That's it" [X Link](https://x.com/ryan554/status/2016660477917491514) 2026-01-28T23:51Z [---] followers, [--] engagements "$SMH traded near [---] in AH last night. If the quants can't continue the parabolic squeeze in the memory sector that may have been the top. Samsung and Hynix printed last night in Asia. $QQQ" [X Link](https://x.com/ryan554/status/2016879449669505066) 2026-01-29T14:21Z [---] followers, [--] engagements "@JohnDoss1 @Sheldon08638921 Anticipating the strike on Iran" [X Link](https://x.com/ryan554/status/2016879876112871527) 2026-01-29T14:23Z [---] followers, [--] engagements "@JohnDoss1 @Sheldon08638921 Absolutely Hochman was on #CNBC this morning saying the strike is more likely than not" [X Link](https://x.com/ryan554/status/2016880579350835498) 2026-01-29T14:26Z [---] followers, [--] engagements "Although it may feel differently today's action is still just rotation not an actual liquidation. If liquidation actually transpires $VIX will approach [--]. $QQQ" [X Link](https://x.com/ryan554/status/2016896020735565968) 2026-01-29T15:27Z [---] followers, [--] engagements "$SMH bounced 2% from day's low - that's primarily responsible for the [--] point ramp in $SPX - shaky at best. $QQQ" [X Link](https://x.com/ryan554/status/2016916896755380227) 2026-01-29T16:50Z [---] followers, [--] engagements "Magically like sands through the hour glass $MU and $STX are GREEN. Rally has become completely dependent on memory stocks continuing the parabolic squeeze. $QQQ" [X Link](https://x.com/ryan554/status/2016942516273099144) 2026-01-29T18:32Z [---] followers, [--] engagements "Here's a change $MU and $STX ramping further on $WDC print AH. $SMH not following suit however. At least so far. Something to definitely keep an eye on. $QQQ" [X Link](https://x.com/ryan554/status/2016982758677963204) 2026-01-29T21:12Z [---] followers, [---] engagements "Let's be crystal clear about this - if Musk is able to gain market acceptance for the merger of his [--] largest companies that will mark the top of this bubble. The clock for the time bomb explosion will have officially begun. $QQQ" [X Link](https://x.com/ryan554/status/2017018409695826146) 2026-01-29T23:33Z [---] followers, [--] engagements "It has been quite some time since we saw a 1% move lower in $SMH AH - especially notable given the ramp in memory names post $SNDK print. If the top for $SMH is in and that's an unproven if downside for $SPX is ENORMOUS. $QQQ" [X Link](https://x.com/ryan554/status/2017023654022750274) 2026-01-29T23:54Z [---] followers, [--] engagements "If your extremely bearish like me the best advice I can give is buy long dated $MSFT calls. May want to wait until IV comes in a little. Simply put there is no #AI economic transformation without $MSFT. The equity is far from cheap penalized by it's relationship with OPENAI" [X Link](https://x.com/ryan554/status/2017025371946774851) 2026-01-30T00:01Z [---] followers, [--] engagements "It's probably a longshot but if $SMH breaks todays low tomorrow $VIX is going to explode. $QQQ" [X Link](https://x.com/ryan554/status/2017038661934514310) 2026-01-30T00:54Z [---] followers, [---] engagements "Last night's AH drop in $SMH turned out to be real. First support probably comes in circa [---] then the 50DSMA circa [---]. Very high probability that [---] was THE TOP. If so it's only a matter of time until $SPX succumbs. The tremors have already begun. $QQQ" [X Link](https://x.com/ryan554/status/2017362489919295947) 2026-01-30T22:21Z [---] followers, [--] engagements "@TraderJonesy Looks like the top for $SMH may now be in. Memory stock bubble looks like it burst today. If so $SPX will succumb soon. Problem remains rotation rules day to day flows. Until that ends no real drawdown will transpire. $QQQ" [X Link](https://x.com/ryan554/status/2017369066780914029) 2026-01-30T22:47Z [---] followers, [---] engagements "@MarkNewtonCMT I'm sure you're aware Mark but let me emphasize. $MSFT is a microsecond away from filling the April [----] gap circa [---]. $SPY then was [----] handles lower. Risk/reward here is beyond atrocious. The tremors have transpired the quake comes next. $QQQ" [X Link](https://x.com/ryan554/status/2017384512758464917) 2026-01-30T23:48Z [---] followers, [---] engagements "@JohnDoss1 Flows rotated back to the banks especially $KRE yesterday to offset the weakness in $QQQ especially $SMH. Problem is $KRE has likely topped and money centers don't act well. Real probability rotation finally fails and an actual index drawdown transpires. $QQQ" [X Link](https://x.com/ryan554/status/2017648654916386912) 2026-01-31T17:18Z [---] followers, [---] engagements "@JohnDoss1 No it doesn't. I have noticed a distinct change in the cadence of flows the past few sessions. Quants are still in control but I think the new month together with pronounced weakness in the generals are setting up for disaster. $MSFT is on the precipice of seeing a [--] handle" [X Link](https://x.com/ryan554/status/2017660351634866470) 2026-01-31T18:04Z [---] followers, [--] engagements "@RevShark If U are concerned as U should be key level to watch is that potential double top in $KRE circa [----]. Given the post print reactions in money centers and universal love for regionals on FinTwit I expect a large correction in $KRE starting forthwith. It will hit $XERS too" [X Link](https://x.com/ryan554/status/2012568133144289470) 2026-01-17T16:50Z [---] followers, [---] engagements "In a testament to how perverted this tape has become $KRE and $MU are now in all the same baskets. Both are clearly hyperextended and in the final throes of blowoff tops. $QQQ" [X Link](https://x.com/ryan554/status/2013998393895329913) 2026-01-21T15:33Z [---] followers, [---] engagements "Keep a close eye on $KRE tomorrow - huge intraday fade today. Support is whimsical at best. Top may be in. One thing is certain if $KRE gives up [--] tomorrow short the heck out of $XBI. $XBI traded [-----] on the Tuesday gap down. $QQQ" [X Link](https://x.com/ryan554/status/2014471252883161258) 2026-01-22T22:52Z [---] followers, [--] engagements "@DougKass Doug U must be aware of thisthe current rally has become entirely dependent on the parabolic move in the memory stocks. These stocks are not big index weights but are clearly defining sentiment. $KRE and $XBI are on the verge of imminent collapse. $SMH holds the key" [X Link](https://x.com/ryan554/status/2016539102791811472) 2026-01-28T15:49Z [---] followers, [----] engagements "$BAC completely breaking down pre-FED don't worry it's bullish. $QQQ" [X Link](https://x.com/ryan554/status/2016583726365364457) 2026-01-28T18:46Z [---] followers, [--] engagements "@BeardoTrader In the case of $SMH I think it's a virtual certainty. It was down by [---] % yesterday. Of course there will be large bounces as well. $QQQ" [X Link](https://x.com/ryan554/status/2017674364158624208) 2026-01-31T19:00Z [---] followers, [--] engagements "@DougKass @SquawkCNBC Those were the days Doug. Mark Haines RIP" [X Link](https://x.com/ryan554/status/2018028556643693044) 2026-02-01T18:27Z [---] followers, [--] engagements "Surprised by yesterday's rebound but that [---] level in $MU still highly indicative of a blow off top. I'd be real careful about getting long any $SMH up here in the Ether. Best of luck. $QQQ" [X Link](https://x.com/ryan554/status/2018684236195110941) 2026-02-03T13:53Z [---] followers, [--] engagements "After already being decimated $MSFT looks to be gapping lower by another [--] basis points. Naturally $SPX and $SMH gapping higher. Quants and momentum strategies in complete control. $QQQ" [X Link](https://x.com/ryan554/status/2018687070236000279) 2026-02-03T14:04Z [---] followers, [---] engagements "We know have a definitive double top in $KRE. How this resolves we have a lot to say about where $SPX trades. Remember thus far we have not seen a real liquidation in $SPX. All we have seen is rotation. $QQQ" [X Link](https://x.com/ryan554/status/2018720972132491617) 2026-02-03T16:19Z [---] followers, [--] engagements "@TraderJonesy No offense but U are way too confident that flows rotate back into $SMH tomorrow. That's the only way your prediction works. I'm paying more attention to $MSFT which is barely off today's low. Best of luck" [X Link](https://x.com/ryan554/status/2018772383910486399) 2026-02-03T19:43Z [---] followers, [---] engagements "@MasterPandaWu Considering how $MSFT is trading $SPX [----] sounds generous. $QQQ" [X Link](https://x.com/ryan554/status/2018772949512139090) 2026-02-03T19:45Z [---] followers, [---] engagements "If $MSFT doesn't hold the gap fill area circa [---] $VIX is going to [--] plus $SMH far below 350" [X Link](https://x.com/ryan554/status/2018774276447375444) 2026-02-03T19:51Z [---] followers, [---] engagements "Despite the [--] handle rebound in $SPX $MSFT is still below [---] and has barely bounced That ain't bullish. $QQQ" [X Link](https://x.com/ryan554/status/2018786345787981953) 2026-02-03T20:39Z [---] followers, [--] engagements "Oh well so much for that rotation back into $SMH tomorrow. $AMD getting waxed AH. $QQQ" [X Link](https://x.com/ryan554/status/2018796407009026392) 2026-02-03T21:19Z [---] followers, [---] engagements "Quants realizing they can't push $SMH below [---] without getting $MSFT back in the fold. Math just doesn't work unless they consent to a large drop in $SPX" [X Link](https://x.com/ryan554/status/2019070790369493138) 2026-02-04T15:29Z [---] followers, [---] engagements "$SMH lower by [---] basis points while $SPX is GREEN - that's ain't easy folks. Manipulation has never been more extreme. $QQQ" [X Link](https://x.com/ryan554/status/2019071307485233330) 2026-02-04T15:31Z [---] followers, [--] engagements "$SMH now down [---] basis points and $SPX basically flat How much more comical can this get $QQQ" [X Link](https://x.com/ryan554/status/2019078407619764519) 2026-02-04T15:59Z [---] followers, [--] engagements "These intraday bounces have become automatic - teir largest effect is on investor psychology. Despite breaking yesterday's low $SPX bounced hard anyway In "normal" markets that should not have happened. Does anyone believe this tape can actually trade lower" [X Link](https://x.com/ryan554/status/2019152202594652175) 2026-02-04T20:52Z [---] followers, [--] engagements "We are on the precipice of something BIG - @Morning_Joe just introd ARS like this "Why the rout continues on Wall Street." We are [---] basis points off an ATH That comment alone screams how vital $SPX has become to USA economy etc. Simply shouldn't be. Watch out. $QQQ" [X Link](https://x.com/ryan554/status/2019401408022466914) 2026-02-05T13:23Z [---] followers, [--] engagements "$VIX is up 11% - somehow however Quants able to protect yesterday's low in $SPX to the penny. Doubt that lasts once cash trading begins. $QQQ" [X Link](https://x.com/ryan554/status/2019404634704736596) 2026-02-05T13:35Z [---] followers, [--] engagements "In [--] plus years of active trading market has only been a "casino" a couple of times. It is now. $MU was crossing [---] last night post $GOOG - currently [---]. Welcome to [----]. $QQQ" [X Link](https://x.com/ryan554/status/2019411903697588405) 2026-02-05T14:04Z [---] followers, [---] engagements "@HalftimeReport How about having some respect for your viewers and mentioning a stock like $CLF - Lebenthal has recommended numerous times at much much higher levels. $CLK makes new [--] week lows each and every day" [X Link](https://x.com/ryan554/status/1823020315573645819) 2024-08-12T15:34Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ryan554 edward m kelly
edward m kelly posts on X about $qqq, $smh, $spx, $msft the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-----] -11%
- [--] Month [------] +132%
- [--] Months [------] +6.80%
- [--] Year [------] -50%
Mentions: [--] #
- [--] Week [--] -13%
- [--] Month [---] +247%
- [--] Months [---] +17%
- [--] Year [---] -42%
Followers: [---] #
- [--] Week [---] +0.71%
- [--] Month [---] +1.10%
- [--] Months [---] -9.20%
- [--] Year [---] +34%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 62% cryptocurrencies 45% technology brands 34% finance 30% financial services #1062 countries 2%
Social topic influence $qqq #195, $smh #19, $spx #198, $msft #167, spx #279, $mu 11%, $jpm #15, we are 8%, $spy #526, $vix #87
Top accounts mentioned or mentioned by @johndoss1 @scottwapnercnbc @traderjonesy @basssem666 @dougkass @revshark @triggertrades @elliottpathman @domlandis93 @sheldon08638921 @tictoctick @cnbcfastmoney @michaellistman @frankcappelleri @marketsleuth @cnbc @divestech @yardeni @thebronxviking @charliebilello
Top assets mentioned Spacemesh (SMH) SPX6900 (SPX) Microsoft Corp. (MSFT) Micron Technology, Inc. (MU) JPMorgan Chase (JPM) SPDR S&P [---] ETF Trust (SPY) Vixco (VIX) Broadcom, Inc. (AVGO) Walmart, Inc. (WMT) Amazon.com, Inc. (AMZN) GE Vernova Inc. (GEV) CatCoin (CAT) Basis Cash (BAC) Applied Materials, Inc. (AMAT) Wells Fargo & Co (WFC) Advanced Micro Devices (AMD) Stacks (STX) Structure Therapeutics Inc. (GPCR) Eclipse (ES) Cisco Systems Inc (CSCO) GammaSwap (GS) Apple, Inc. (AAPL) NVIDIA Corp. (NVDA) Intel Corporation (INTC) Western Digital Corp (WDC) Sandisk Corporation (SNDK)
Top Social Posts
Top posts by engagements in the last [--] hours
"Just for grins and giggles 100DSMA for $KRE is circa [-----]. Money centers are either already there or well below. If U are looking for a tasty short I's start with $KRE. $QQQ"
X Link 2026-02-12T15:39Z [---] followers, [--] engagements
"@TraderJonesy Until U get $AMZN over [---] and $MSFT over [---] sustainably your calls will die on the vine. Next Tuesday has a bad reputation for being a large drawdown session. Best of luck. $QQQ"
X Link 2026-02-13T22:46Z [---] followers, [---] engagements
"Leavitt on @ScottWapnerCNBC just said the economic data is "Goldilocks." $WMT is at a new ATH today up [---] basis points vs $SPX lower by [---]. That's not "Goldilocks" folks it's blatant fear. How come these panelists can't see the truth $QQQ"
X Link 2026-02-12T20:20Z [---] followers, [--] engagements
"@TicTocTick That's because of $SMH $GEV $CAT $WMT and a few slect others. Money centers telling the real story here. Take a look at $JPM"
X Link 2026-02-14T00:11Z [---] followers, [---] engagements
"@Basssem666 U seem to lean bearish but really don't foresee material downside Every bear on my feed has a plan to buy soon Tape is in a very precarious position if the 100DSMA is breached meaningfully we could hit an air pocket down to [---] in a few ticks. Makes me want to buy more puts"
X Link 2026-02-14T00:07Z [---] followers, [---] engagements
"Please take this into account if U are considering getting long here - $MSFT has now basically filled the gap from late April [--]. $SPY traded [----] then. Last I checked we are more than 20% higher now. Risk/reward here has rarely been worse. Timberrrrr"
X Link 2026-02-05T15:23Z [---] followers, [---] engagements
"$MSFT has now broken the gap from April of last year. Truly startling for the most part tape is yawning. Remember $SPX was [----] when gap higher was created. We are now trading lower than where the gap ensued. Wow"
X Link 2026-02-05T20:26Z [---] followers, [---] engagements
"The poor bastards that bought $GPCR on the CEO appearance on @CNBCFastMoney a couple weeks back are now down 20%. Panelists were bullish as hell predicting a stock well above [---]. A Mea Culpa is due. $QQQ"
X Link 2026-02-05T22:13Z [---] followers, [---] engagements
"@michaellistman Please remember $MSFT broke the late April 25" gap today. $SPX was circa [----] then. This tape is priced for a rip roaring US economy in [----]. Anything to alter that illusion and we crash. $QQQ"
X Link 2026-02-05T23:00Z [---] followers, [---] engagements
"$SPX back to 1% from new ATH while $MSFT is still below [---] Just think how many issues are wildly overvalued to make this math work. $QQQ"
X Link 2026-02-06T20:35Z [---] followers, [---] engagements
"@JohnDoss1 @FrankCappelleri No doubt about that remember post the $AMZN print. E's were lower by nearly [--] handles. Simply put Friday's price action made no sense except for positioning. $MU's lack pf performance made that obvious. Way too many calls bought above 400"
X Link 2026-02-07T23:50Z [---] followers, [---] engagements
"@market_sleuth Remember post $AMZN's print $E's were appreciably lower at 8PM EST Thursday cash $SPY close. Circa $SPY [---]. Today's $SPY high is [------]. Over [---] handles on nothing but overzealous downside positioning and a negative reaction to $AMZN. Makes sense no"
X Link 2026-02-09T20:27Z [---] followers, [----] engagements
"@DougKass @CNBC @DivesTech How about @ScottWapnerCNBC cheerleading @yardeni call for Dow 70K by [--]. He has been doing this all day. The cheerleading and promotion of public and private equity knows no bounds"
X Link 2026-02-09T20:47Z [---] followers, [---] engagements
"@TriggerTrades That is precisely why $VIX is not sub [--] problem remains Quants and CTA's have been symphonic in their rotation. I'd watch $JPM closely. Could trade down to [---] in a heartbeat. $QQQ"
X Link 2026-02-09T22:18Z [---] followers, [--] engagements
"@ScottWapnerCNBC has mentioned that the very weak retail sales report is "backward looking" at least [--] times today. If #NFP comes in weak tomorrow it will be more of the same. It's really getting comical. If we ever actually trade meaningfully lower heads will explode. $QQQ"
X Link 2026-02-10T20:15Z [---] followers, [--] engagements
"$WMT now up by [---] basis points on nothing but Quant pumping. Go at it Bulls. $QQQ"
X Link 2026-02-12T15:21Z [---] followers, [--] engagements
"Quants pumped $JPM a few pennies above yesterday's low - they had no other choice. Otherwise the overall bullish narrative is lost. $QQQ"
X Link 2026-02-12T15:29Z [---] followers, [--] engagements
"Mea Culpa $JPM took out yesterday's low and is now comfortably below 100DSMA - $SPX has turned red"
X Link 2026-02-12T15:35Z [---] followers, [--] engagements
"$WMT now higher by nearly [---] basis points We are on the verge of something apocalyptic to the downside. $QQQ"
X Link 2026-02-12T15:48Z [---] followers, [--] engagements
"Quants desperately attempting the stick-save at yesterday's $SPY low - if it goes $VIX heads toward [--]. $QQQ"
X Link 2026-02-12T15:58Z [---] followers, [--] engagements
"Wow intraday there has been a big rotation out of $SMH and into the money centers. probably bodes badly for $AMAT after the bell. Look at the intraday of $CSCO yesterday"
X Link 2026-02-12T19:51Z [---] followers, [---] engagements
"Got this wrong $SMH flying AH post $AMAT - still think it gets faded hard tomorrow. $QQQ"
X Link 2026-02-12T21:42Z [---] followers, [--] engagements
"The Tuesday following the upcoming [--] day weekend has produced some of the most horrific drawdowns in my [--] years of active trading. If memory serves me 25' was a dud. I don't expect a repeat. Buckle up. $QQQ. Tonight's AH ramp may be your last chance for the escape shuttle"
X Link 2026-02-13T00:20Z [---] followers, [--] engagements
"@TriggerTrades U forgot $SMH"
X Link 2026-02-14T20:18Z [---] followers, [--] engagements
"Considering the gap break today the next two levels of support for $MSFT are circa [---] and then the liberation day spike low circa [---]. I can't imagine either of those levels are tested without a severe decline in $SPX. $QQQ"
X Link 2026-02-05T23:18Z [---] followers, [---] engagements
"$JPM was crossing at [---] yesterday. Currently ticking at [---] Congratulations $JPM U have officially joined the growing list of MEME stocks. Don't worry I'm sure it's nothing. $QQQ"
X Link 2026-02-06T15:30Z [---] followers, [--] engagements
"Pull up a [--] year chart of $WMT and then tell me this entire tape is not in an historic bubble. $QQQ"
X Link 2026-02-06T20:39Z [---] followers, [--] engagements
"Stephanie Link wetting her panties to express her bullishness - practically foaming at the mouth All guests on @ScottWapnerCNBC have same opinion. Wapner just gooses it more. We are going much higher. What could go wrong. Who needs diversity of opinion $QQQ"
X Link 2026-02-10T17:15Z [---] followers, [--] engagements
"Quants with absolutely no shame with respect to PE pf $WMT - they will push it as high as need be to keep $SPX elevated. $QQQ"
X Link 2026-02-12T14:46Z [---] followers, [---] engagements
"$AMZN flirting with sub [---] while $MSFT flirting with sub [---]. Money centers breaking down Meanwhile $SPY 1% from ATH. Probably a great time to double down on $GEV and $CAT. $QQQ"
X Link 2026-02-12T15:14Z [---] followers, [---] engagements
"@RevShark $JPM is below its 100DSMA - $SMH $CAT $WMT and $GEV can only keep us propped for so long. Perhaps most importantly FEAR is completely absent from the forum. Look out below"
X Link 2026-02-13T13:12Z [---] followers, [--] engagements
"@Basssem666 @elliottpathman Trading both sides has been the correct path with this unprecedented rotation. Analysis tells me that period is ending. Remember $SMH traded [---] six sessions ago what has changed since then That [---] ceiling is solid in $SMH. IMO not nearly enuf att being paid to $MSFT $AMZN"
X Link 2026-02-14T15:08Z [---] followers, [--] engagements
"@TheBronxViking No doubt that rising 100DSMA holds the key for next week - I think most are unaware how sharp the break can be should it relent. That's why $VIX closed above [--]. All it would take is $SMH revisiting recent low at [---]. Thing is if it testslikely breaks towards [---]. $SPY then 365"
X Link 2026-02-14T15:19Z [---] followers, [--] engagements
"@charliebilello What about $GS $JPM $BAC $WFC etc. Reality is staring us in the face and most are afraid to look. $QQQ"
X Link 2026-02-14T20:40Z [---] followers, [--] engagements
"On 12/17 $MSFT closed at [---] $SMH closed at [---]. In under a month the rotation out of software into semis has become extremeand likely unhealthy. Largest upside gap in $SMH during that period is today. It's also likely the last before serious corrective action transpires. $QQQ"
X Link 2026-01-15T13:38Z [---] followers, [--] engagements
"@RevShark #AI bubble popping I think u need to take a look at $SMH - it's up almost 20% in under a month"
X Link 2026-01-15T14:11Z [---] followers, [--] engagements
"@RalphVacchiano The praise for this hire is over the top - no way Harbaugh lives up to expectations. Remember he was fired in Baltimore. How is his brother doing in San Diego"
X Link 2026-01-15T14:14Z [---] followers, [--] engagements
"@JohnDoss1 $SMH up [--] basis points AH - OPEX tomorrow - downside gaps in $SMH begin to fill next week. What changes this $AVGO must trade meaningfully above [---] but even that won't be a salvo as rotation might still rule. $QQQ"
X Link 2026-01-16T00:11Z [---] followers, [--] engagements
"The price action in $SMH is really getting comical - the unwind will be one for the record books. $QQQ. Truly conceivable we get a drawdown of [--] to 8% in one session soon. $QQQ"
X Link 2026-01-16T14:56Z [---] followers, [--] engagements
"The most important factoid U can extrapolate from today's tape was the $VIX. Remember we are on the cusp of a [--] day weekend. Recent history dictates $VIX should have melted lower today. It did the opposite. Next week may include a tapebomb maybe [--]. $QQQ"
X Link 2026-01-16T21:09Z [---] followers, [--] engagements
"The craziest thing on my screen today ia $AAPL - after already being pummeled $AAPL is lower by nearly twice as much today as $SMH Price momentum is still all that matters to this tape. Period. $QQQ"
X Link 2026-01-20T15:46Z [---] followers, [--] engagements
"How obscene is this squeeze in $SMH On Jan [--] $SMH crossed [---] and change. Low that day for $SPY was above [---]. Look where we are now led by $MU and $AMD Look out below"
X Link 2026-01-20T20:51Z [---] followers, [--] engagements
"$NVDA is down by [---] basis points $AVGO by [---] basis points somehow $SMH only lower by [---] The rush into junk reaching a crescendo. $QQQ"
X Link 2026-01-20T20:54Z [---] followers, [--] engagements
"Most Bulls agree on conviction that 100DSMA will hold It better. $QQQ"
X Link 2026-01-21T00:28Z [---] followers, [--] engagements
"$SMH should have been down much more yesterday with today's further squeeze higher we know why it wasn't. That said the pain still awaits and because of this additional rise will be much worse. $QQQ"
X Link 2026-01-21T15:08Z [---] followers, [--] engagements
"After being crushed yesterday $AVGO and $AMZN both lower again today Meanwhile the squeeze in $IWM and $MU knows no end. Strange days indeed. $QQQ"
X Link 2026-01-21T15:27Z [---] followers, [---] engagements
"Just for grins and giggles [--] month low for $SMH is [---] That's some type of underperformance for $AVGO. To repeat [--] month low for $AVGO is circa [-----] - it's almost there. $QQQ"
X Link 2026-01-21T18:10Z [---] followers, [--] engagements
"$AVGO lower AGAIN - Don't worry $IWM is flying. $QQQ"
X Link 2026-01-22T18:45Z [---] followers, [---] engagements
"Mark this down if we maintain our current trajectory $SMH current crossing circa [---] probably opens near [---]. $AVGO conversely will trade higher. Welcome to current reality. $QQQ"
X Link 2026-01-22T22:46Z [---] followers, [--] engagements
"$SMH now lower by nearly [--] bucks AH off $INTC print meanwhile $AVGO is higher. U can't make this up. $QQQ. Sold some $SMH [---] puts expiration tomorrow near close probably 50/50 I have to buy back. It's a hedge"
X Link 2026-01-22T22:57Z [---] followers, [---] engagements
"Last Friday $AVGO ticked [-----] - currently circa [---] - that's [--] trading days folks. That's over 11% in [--] sessions. A similar fate awaits $SMH - it's not a matter of if but when. Probably sooner rather than later. $QQQ"
X Link 2026-01-23T14:59Z [---] followers, [---] engagements
"@GentlemanChris8 More than likely because there is a ton of liquidity in both. Best of luck. For the record I believe $SMH may be the best short in the market right here. $QQQ"
X Link 2026-01-23T19:37Z [---] followers, [--] engagements
"@ScottWapnerCNBC panelists discussing negative price reactions in stocks $SPX hit a new ATH today. That's where sentiment really lies. Absolutely no FEAR. Zero. $QQQ"
X Link 2026-01-27T20:08Z [---] followers, [--] engagements
"$JPM at or near highs for the day $WFC and $BAC at or near lows These kind of internal correlations are not healthy and indicative of a market ready to collapse"
X Link 2026-01-28T17:38Z [---] followers, [--] engagements
"To my sheer wonderment $SMH shows no signs of a reversal. $MU may have a [---] print in the not to distant future. Only one thing is certain when the reversal finally transpires it will be one for posterity. By the way $SMH sometimes melts down with no warning whatsoever. $QQQ"
X Link 2026-01-28T20:06Z [---] followers, [--] engagements
"@DomLandis93 The fact we tagged [---] for a millisecond post-close is meaningless as cash puts could not be traded then. We are currently at [---] that's what matters. I would not be adding meaningfully to short positions until Monday. January is now a green month not likely to change before ME"
X Link 2026-01-28T21:34Z [---] followers, [--] engagements
"$MU is higher by almost [--] bucks AH - Quants seem to have a bullseye on [---]. $QQQ"
X Link 2026-01-28T21:58Z [---] followers, [--] engagements
"$MU closed [----] at [---] it is up more than 50% in under a month This is really all anyone should be talking about. Clearly it's not sustainable but is indicative of a tape that gone off the rails. U cannot normalize such moves. $QQQ"
X Link 2026-01-28T22:17Z [---] followers, [---] engagements
"A development that should frighten all investors/traders is that $SMH has become a MEME stock. Currently up over 1% AH on nothing. Price momentum that's it. No company specific news. The unravel many not occur until $MU tags 500"
X Link 2026-01-28T23:01Z [---] followers, [---] engagements
"I'm old enough to remember when $MSFT and $SMH were positively correlated. AH today $MSFT is down nearly 6%. Meanwhile $SMH is higher by more than 1%. God help us all. $QQQ"
X Link 2026-01-28T23:06Z [---] followers, [---] engagements
"@I_Post_Charts @DomLandis93 Wrong only major indices can be trade until 415EST $QQQ $SPY $IWM. That's it"
X Link 2026-01-28T23:51Z [---] followers, [--] engagements
"$SMH traded near [---] in AH last night. If the quants can't continue the parabolic squeeze in the memory sector that may have been the top. Samsung and Hynix printed last night in Asia. $QQQ"
X Link 2026-01-29T14:21Z [---] followers, [--] engagements
"@JohnDoss1 @Sheldon08638921 Anticipating the strike on Iran"
X Link 2026-01-29T14:23Z [---] followers, [--] engagements
"@JohnDoss1 @Sheldon08638921 Absolutely Hochman was on #CNBC this morning saying the strike is more likely than not"
X Link 2026-01-29T14:26Z [---] followers, [--] engagements
"Although it may feel differently today's action is still just rotation not an actual liquidation. If liquidation actually transpires $VIX will approach [--]. $QQQ"
X Link 2026-01-29T15:27Z [---] followers, [--] engagements
"$SMH bounced 2% from day's low - that's primarily responsible for the [--] point ramp in $SPX - shaky at best. $QQQ"
X Link 2026-01-29T16:50Z [---] followers, [--] engagements
"Magically like sands through the hour glass $MU and $STX are GREEN. Rally has become completely dependent on memory stocks continuing the parabolic squeeze. $QQQ"
X Link 2026-01-29T18:32Z [---] followers, [--] engagements
"Here's a change $MU and $STX ramping further on $WDC print AH. $SMH not following suit however. At least so far. Something to definitely keep an eye on. $QQQ"
X Link 2026-01-29T21:12Z [---] followers, [---] engagements
"Let's be crystal clear about this - if Musk is able to gain market acceptance for the merger of his [--] largest companies that will mark the top of this bubble. The clock for the time bomb explosion will have officially begun. $QQQ"
X Link 2026-01-29T23:33Z [---] followers, [--] engagements
"It has been quite some time since we saw a 1% move lower in $SMH AH - especially notable given the ramp in memory names post $SNDK print. If the top for $SMH is in and that's an unproven if downside for $SPX is ENORMOUS. $QQQ"
X Link 2026-01-29T23:54Z [---] followers, [--] engagements
"If your extremely bearish like me the best advice I can give is buy long dated $MSFT calls. May want to wait until IV comes in a little. Simply put there is no #AI economic transformation without $MSFT. The equity is far from cheap penalized by it's relationship with OPENAI"
X Link 2026-01-30T00:01Z [---] followers, [--] engagements
"It's probably a longshot but if $SMH breaks todays low tomorrow $VIX is going to explode. $QQQ"
X Link 2026-01-30T00:54Z [---] followers, [---] engagements
"Last night's AH drop in $SMH turned out to be real. First support probably comes in circa [---] then the 50DSMA circa [---]. Very high probability that [---] was THE TOP. If so it's only a matter of time until $SPX succumbs. The tremors have already begun. $QQQ"
X Link 2026-01-30T22:21Z [---] followers, [--] engagements
"@TraderJonesy Looks like the top for $SMH may now be in. Memory stock bubble looks like it burst today. If so $SPX will succumb soon. Problem remains rotation rules day to day flows. Until that ends no real drawdown will transpire. $QQQ"
X Link 2026-01-30T22:47Z [---] followers, [---] engagements
"@MarkNewtonCMT I'm sure you're aware Mark but let me emphasize. $MSFT is a microsecond away from filling the April [----] gap circa [---]. $SPY then was [----] handles lower. Risk/reward here is beyond atrocious. The tremors have transpired the quake comes next. $QQQ"
X Link 2026-01-30T23:48Z [---] followers, [---] engagements
"@JohnDoss1 Flows rotated back to the banks especially $KRE yesterday to offset the weakness in $QQQ especially $SMH. Problem is $KRE has likely topped and money centers don't act well. Real probability rotation finally fails and an actual index drawdown transpires. $QQQ"
X Link 2026-01-31T17:18Z [---] followers, [---] engagements
"@JohnDoss1 No it doesn't. I have noticed a distinct change in the cadence of flows the past few sessions. Quants are still in control but I think the new month together with pronounced weakness in the generals are setting up for disaster. $MSFT is on the precipice of seeing a [--] handle"
X Link 2026-01-31T18:04Z [---] followers, [--] engagements
"@RevShark If U are concerned as U should be key level to watch is that potential double top in $KRE circa [----]. Given the post print reactions in money centers and universal love for regionals on FinTwit I expect a large correction in $KRE starting forthwith. It will hit $XERS too"
X Link 2026-01-17T16:50Z [---] followers, [---] engagements
"In a testament to how perverted this tape has become $KRE and $MU are now in all the same baskets. Both are clearly hyperextended and in the final throes of blowoff tops. $QQQ"
X Link 2026-01-21T15:33Z [---] followers, [---] engagements
"Keep a close eye on $KRE tomorrow - huge intraday fade today. Support is whimsical at best. Top may be in. One thing is certain if $KRE gives up [--] tomorrow short the heck out of $XBI. $XBI traded [-----] on the Tuesday gap down. $QQQ"
X Link 2026-01-22T22:52Z [---] followers, [--] engagements
"@DougKass Doug U must be aware of thisthe current rally has become entirely dependent on the parabolic move in the memory stocks. These stocks are not big index weights but are clearly defining sentiment. $KRE and $XBI are on the verge of imminent collapse. $SMH holds the key"
X Link 2026-01-28T15:49Z [---] followers, [----] engagements
"$BAC completely breaking down pre-FED don't worry it's bullish. $QQQ"
X Link 2026-01-28T18:46Z [---] followers, [--] engagements
"@BeardoTrader In the case of $SMH I think it's a virtual certainty. It was down by [---] % yesterday. Of course there will be large bounces as well. $QQQ"
X Link 2026-01-31T19:00Z [---] followers, [--] engagements
"@DougKass @SquawkCNBC Those were the days Doug. Mark Haines RIP"
X Link 2026-02-01T18:27Z [---] followers, [--] engagements
"Surprised by yesterday's rebound but that [---] level in $MU still highly indicative of a blow off top. I'd be real careful about getting long any $SMH up here in the Ether. Best of luck. $QQQ"
X Link 2026-02-03T13:53Z [---] followers, [--] engagements
"After already being decimated $MSFT looks to be gapping lower by another [--] basis points. Naturally $SPX and $SMH gapping higher. Quants and momentum strategies in complete control. $QQQ"
X Link 2026-02-03T14:04Z [---] followers, [---] engagements
"We know have a definitive double top in $KRE. How this resolves we have a lot to say about where $SPX trades. Remember thus far we have not seen a real liquidation in $SPX. All we have seen is rotation. $QQQ"
X Link 2026-02-03T16:19Z [---] followers, [--] engagements
"@TraderJonesy No offense but U are way too confident that flows rotate back into $SMH tomorrow. That's the only way your prediction works. I'm paying more attention to $MSFT which is barely off today's low. Best of luck"
X Link 2026-02-03T19:43Z [---] followers, [---] engagements
"@MasterPandaWu Considering how $MSFT is trading $SPX [----] sounds generous. $QQQ"
X Link 2026-02-03T19:45Z [---] followers, [---] engagements
"If $MSFT doesn't hold the gap fill area circa [---] $VIX is going to [--] plus $SMH far below 350"
X Link 2026-02-03T19:51Z [---] followers, [---] engagements
"Despite the [--] handle rebound in $SPX $MSFT is still below [---] and has barely bounced That ain't bullish. $QQQ"
X Link 2026-02-03T20:39Z [---] followers, [--] engagements
"Oh well so much for that rotation back into $SMH tomorrow. $AMD getting waxed AH. $QQQ"
X Link 2026-02-03T21:19Z [---] followers, [---] engagements
"Quants realizing they can't push $SMH below [---] without getting $MSFT back in the fold. Math just doesn't work unless they consent to a large drop in $SPX"
X Link 2026-02-04T15:29Z [---] followers, [---] engagements
"$SMH lower by [---] basis points while $SPX is GREEN - that's ain't easy folks. Manipulation has never been more extreme. $QQQ"
X Link 2026-02-04T15:31Z [---] followers, [--] engagements
"$SMH now down [---] basis points and $SPX basically flat How much more comical can this get $QQQ"
X Link 2026-02-04T15:59Z [---] followers, [--] engagements
"These intraday bounces have become automatic - teir largest effect is on investor psychology. Despite breaking yesterday's low $SPX bounced hard anyway In "normal" markets that should not have happened. Does anyone believe this tape can actually trade lower"
X Link 2026-02-04T20:52Z [---] followers, [--] engagements
"We are on the precipice of something BIG - @Morning_Joe just introd ARS like this "Why the rout continues on Wall Street." We are [---] basis points off an ATH That comment alone screams how vital $SPX has become to USA economy etc. Simply shouldn't be. Watch out. $QQQ"
X Link 2026-02-05T13:23Z [---] followers, [--] engagements
"$VIX is up 11% - somehow however Quants able to protect yesterday's low in $SPX to the penny. Doubt that lasts once cash trading begins. $QQQ"
X Link 2026-02-05T13:35Z [---] followers, [--] engagements
"In [--] plus years of active trading market has only been a "casino" a couple of times. It is now. $MU was crossing [---] last night post $GOOG - currently [---]. Welcome to [----]. $QQQ"
X Link 2026-02-05T14:04Z [---] followers, [---] engagements
"@HalftimeReport How about having some respect for your viewers and mentioning a stock like $CLF - Lebenthal has recommended numerous times at much much higher levels. $CLK makes new [--] week lows each and every day"
X Link 2024-08-12T15:34Z [---] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing