# ![@swavy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1147199061528842240.png) @swavy swavy

swavy posts on X about $googl, $btc, $msft, market the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1147199061528842240/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1147199061528842240/c:line/m:interactions.svg)

- [--] Week [-----] -26%
- [--] Month [-----] +2,069%
- [--] Months [------] +29%
- [--] Year [-------] +204%

### Mentions: [--] [#](/creator/twitter::1147199061528842240/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1147199061528842240/c:line/m:posts_active.svg)

- [--] Month [--] +550%
- [--] Months [--] +153%
- [--] Year [---] +13%

### Followers: [-----] [#](/creator/twitter::1147199061528842240/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1147199061528842240/c:line/m:followers.svg)

- [--] Week [-----] -0.19%
- [--] Month [-----] -0.66%
- [--] Months [-----] +2.50%
- [--] Year [-----] +4.30%

### CreatorRank: [---------] [#](/creator/twitter::1147199061528842240/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1147199061528842240/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  41.35% [finance](/list/finance)  33.65% [technology brands](/list/technology-brands)  31.73% [cryptocurrencies](/list/cryptocurrencies)  16.35% [automotive brands](/list/automotive-brands)  4.81% [financial services](/list/financial-services)  2.88% [celebrities](/list/celebrities)  1.92% [currencies](/list/currencies)  1.92% [musicians](/list/musicians)  0.96% [exchanges](/list/exchanges)  0.96%

**Social topic influence**
[$googl](/topic/$googl) 12.5%, [$btc](/topic/$btc) 12.5%, [$msft](/topic/$msft) 9.62%, [market](/topic/market) 8.65%, [$spy](/topic/$spy) 8.65%, [$amzn](/topic/$amzn) #468, [ai](/topic/ai) 6.73%, [$nvda](/topic/$nvda) #2066, [nvda](/topic/nvda) #920, [future](/topic/future) 5.77%

**Top accounts mentioned or mentioned by**
[@unusualwhales](/creator/undefined) [@elonmusk](/creator/undefined) [@execsum](/creator/undefined) [@kobeissiletter](/creator/undefined) [@sama](/creator/undefined) [@jhall](/creator/undefined) [@rizzmascto](/creator/undefined) [@tonybellew](/creator/undefined) [@elonmusks](/creator/undefined) [@hkuppy](/creator/undefined) [@mezoteric](/creator/undefined) [@coinbase](/creator/undefined) [@tsarnick](/creator/undefined) [@herbertong](/creator/undefined) [@dexerto](/creator/undefined) [@macrumors](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/$btc) [Microsoft Corp. (MSFT)](/topic/$msft) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [Southern Co (SO)](/topic/$so) [Tesla, Inc. (TSLA)](/topic/$tsla) [American Electric Power Company Inc (AEP)](/topic/$aep) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [Vertiv Holdings Co (VRT)](/topic/$vrt) [BlackCoin (BLK)](/topic/$blk) [JPMorgan Chase (JPM)](/topic/$jpm) [Costco Wholesale Corporation (COST)](/topic/costco) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [Morgan Stanley (MS)](/topic/$ms) [Truist Financial Corp (TFC)](/topic/$tfc) [Strategy (MSTR)](/topic/$mstr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Adding more $AMZN Entry is up 6%. Doesnt really mean anything but still. Could easily go back down at which point I will buy more. Could easily go higher at which point I will buy more. $AMZN Entry is up 6%. Doesnt really mean anything but still. Could easily go back down at which point I will buy more. Could easily go higher at which point I will buy more. $AMZN"  
[X Link](https://x.com/swavy/status/2021975110060761465)  2026-02-12T15:50Z [----] followers, [---] engagements


"Doubled $VST position here @ $180. I like the monthly candle and currently dont see any realistic scenario where Im wrong about these positions as a whole. I sold $SO at breakeven simply because I think the money makes more sense in $CEG $VRT $VST. Ill continue to buy more. Ive opened starter positions on [--] new stocks. Why Someone has to build all this AI/data-center energy infrastructure. $VST $SO $VRT $CEG (biggest to smallest sizing) - Vistra (VST): Merchant + nuclear + gas platform in Texas and PJM the grids most exposed to AI/data-center Ive opened starter positions on [--] new stocks. Why"  
[X Link](https://x.com/swavy/status/2011826844681502996)  2026-01-15T15:44Z [----] followers, [---] engagements


"MAG7 CapEx spend basically. The performance gain potential is unprecedented. $GOOGL $AMZN So many AI graphs are in log scale you forget how wild it really is. https://t.co/1V5CxQZtDJ So many AI graphs are in log scale you forget how wild it really is. https://t.co/1V5CxQZtDJ"  
[X Link](https://x.com/swavy/status/2019612185551573128)  2026-02-06T03:20Z [----] followers, [---] engagements


"$GOOGL taking on $60 billion in debt with a cash balance of $23 billion is a clear indicator theyre expecting rates to drop. 50bps cut June meeting odds is 7% on Polymarket. Asymmetric bet. This 7% will go up. Google just posted the largest debt balance in its history. Now at $59.29 billion. $GOOGL $GOOG https://t.co/lx3Wl5eRvJ Google just posted the largest debt balance in its history. Now at $59.29 billion. $GOOGL $GOOG https://t.co/lx3Wl5eRvJ"  
[X Link](https://x.com/swavy/status/2019614494302040089)  2026-02-06T03:29Z [----] followers, [--] engagements


"What happens when $AMZN figures out how to do same-day delivery meat/fresh food Nobody actually likes going to the grocery store. They do it because you have no other option unless you want to pay a 30%+ markup on food delivery. Amazon P/E: 29x Walmart P/E: 46x Costco P/E: 54x Amazon P/E: 29x Walmart P/E: 46x Costco P/E: 54x"  
[X Link](https://x.com/swavy/status/2020984710995067261)  2026-02-09T22:14Z [----] followers, [---] engagements


"@exec_sum Viral statistics like this are fascinating. They aim to insinuate that $GOOGL will have the same fate as Motorola. People who are not well researched on Googles financial situation and industry dominance will open short positions. When they cover Google goes higher"  
[X Link](https://x.com/swavy/status/2021055888203841809)  2026-02-10T02:57Z [----] followers, [---] engagements


"$AEP up 5% today. Huge winning position zero risk at this point (Id close at breakeven). Added $AEP to replace my $SO position. Very confident in this trifecta. $CEG $VST $AEP I see absolutely no realistic scenario where these three dont go up dramatically over the next year or so. Same level of confidence I had on $NVDA $GOOGL which I saw a near 200% return on. Added $AEP to replace my $SO position. Very confident in this trifecta. $CEG $VST $AEP I see absolutely no realistic scenario where these three dont go up dramatically over the next year or so. Same level of confidence I had on $NVDA"  
[X Link](https://x.com/swavy/status/2021976575860961589)  2026-02-12T15:55Z [----] followers, [--] engagements


"Microsoft owns 49% of OpenAI granting them access to the cutting-edge AI technology for their own in-house tool (CoPilot). CoPilot aims to be an assistant-type AI tool that will enhance the abilities of their own employees and outside users. It's designed in a way to be intertwined in their Microsoft [---] environment. Since OpenAI is not a public company you could use $MSFT stock as a way to gain exposure this is a primary driver of my position logic"  
[X Link](https://x.com/anyuser/status/1866882838911431130)  2024-12-11T16:28Z [----] followers, [--] engagements


"Until the last week or so Microsoft's chart was less appealing than what I'd typically look for but the logic explained in this thread trumps the technical analysis aspect of the positioning. As of the last few days though there's been a major bullish structure break and what appears to be a run for all-time-highs. Far more appealing now. (see image4)"  
[X Link](https://x.com/anyuser/status/1866882844582437007)  2024-12-11T16:28Z [----] followers, [--] engagements


"$GOOGL (current price $191): - $JEF: RATING = BUY / PT = $235 - $MS: RATING = BUY / PT = $205 - $TFC: RATING = STRONG BUY / PT = $225 - Evercore ISI Group: RATING = BUY / PT = $205 - $OPY: RATING = BUY / PT = $215"  
[X Link](https://x.com/anyuser/status/1866882855286301137)  2024-12-11T16:28Z [----] followers, [---] engagements


"@KobeissiLetter IMO that price action looks healthy. Biased because positioned but bottoming out around -50% to -60% tends to work well as an entry for memecoins over $1bn market cap"  
[X Link](https://x.com/anyuser/status/1882950925175894378)  2025-01-25T00:37Z [----] followers, [----] engagements


"Increase my positions in $CEG $AEP $VST Datacenter build out is not slowing down it is massively accelerating. Added $AEP to replace my $SO position. Very confident in this trifecta. $CEG $VST $AEP I see absolutely no realistic scenario where these three dont go up dramatically over the next year or so. Same level of confidence I had on $NVDA $GOOGL which I saw a near 200% return on. Added $AEP to replace my $SO position. Very confident in this trifecta. $CEG $VST $AEP I see absolutely no realistic scenario where these three dont go up dramatically over the next year or so. Same level of"  
[X Link](https://x.com/swavy/status/2019530790657487334)  2026-02-05T21:57Z [----] followers, [---] engagements


"I am a $MSTR buyer if $BTC falls to $30k. BTC $30k - ATH = 300% MSTR - ATH = 800% IMO BTC will inevitably return to ATH and will bring MSTR with it. If BTC falls to $30k MSTR will be in complete free fall posing a very massive R/R situation"  
[X Link](https://x.com/swavy/status/2022484018101473427)  2026-02-14T01:32Z [----] followers, [--] engagements


"Added $AEP to replace my $SO position. Very confident in this trifecta. $CEG $VST $AEP I see absolutely no realistic scenario where these three dont go up dramatically over the next year or so. Same level of confidence I had on $NVDA $GOOGL which I saw a near 200% return on. Doubled $VST position here @ $180. I like the monthly candle and currently dont see any realistic scenario where Im wrong about these positions as a whole. I sold $SO at breakeven simply because I think the money makes more sense in $CEG $VRT $VST. Ill continue to buy more. Doubled $VST position here @ $180. I like the"  
[X Link](https://x.com/swavy/status/2017007450243604501)  2026-01-29T22:50Z [----] followers, [---] engagements


"Interesting. I hate the platform though Id probably never buy $META again. Ironically one of my largest winning positions though. Id have expected $AMZN tbh. BILL ACKMAN REVEALS NEW $META POSITION https://t.co/qU9tb6oIex BILL ACKMAN REVEALS NEW $META POSITION https://t.co/qU9tb6oIex"  
[X Link](https://x.com/swavy/status/2021652737205973195)  2026-02-11T18:29Z [----] followers, [---] engagements


"How is this AI will rapidly become a prominent phrase once this really hits Hollywood. Energy grid infrastructure stocks: $CEG $VST Companies likely to produce the models used to generate movies: $GOOGL $AMZN $SPY for overall coverage I am very confident about this. Holy smokes. how is this AI Seedance [---] is wild https://t.co/nTEc7Khl6X Holy smokes. how is this AI Seedance [---] is wild https://t.co/nTEc7Khl6X"  
[X Link](https://x.com/swavy/status/2021795393378337155)  2026-02-12T03:55Z [----] followers, [---] engagements


"Not even close to finished with my $AMZN adds. Super investors are all over Amazon. Adding more $AMZN Adding more $AMZN"  
[X Link](https://x.com/swavy/status/2022484754407248261)  2026-02-14T01:35Z [----] followers, [---] engagements


"TIME TAKEN TO BE ADOPTED BY 25% OF US POPULATION per FluxInsights. +----------------+------------+ Technology Years +----------------+------------+ Electricity [--] years  Telephone [--] years  Radio [--] years  Television [--] years  PC [--] years  Cell Phone [--] years  Web [--] years  Smartphone [--] years +----------------+------------+ HOW LONG ON AUTONOMOUS CARS"  
[X Link](https://x.com/swavy/status/1862999047264509964)  2024-11-30T23:16Z [----] followers, [---] engagements


"SINCE JANUARY 2020: CEREAL PRICES: +30% HIGHER CAR INSURANCE: +52% HIGHER HOUSE ELECTRICITY: +32% HIGHER MEDIAN HOUSE PRICE: +55% HIGHER CPI: +22% HIGHER"  
[X Link](https://x.com/anyuser/status/1863047752868835737)  2024-12-01T02:29Z [----] followers, [---] engagements


"MARKETS FOLLOWING ELECTION DAY"  
[X Link](https://x.com/swavy/status/1863228761765769368)  2024-12-01T14:28Z [----] followers, [---] engagements


"Risk of 1970s Inflation Repeat 🧵"  
[X Link](https://x.com/anyuser/status/1863307100991987960)  2024-12-01T19:40Z [----] followers, [---] engagements


"- Larry Fink (CEO @ $BLK): "I see more policies by governments that tend to be more inflationary than deflationary." - Jamie Dimon (CEO @ $JPM): "It is important to note that the economy is being fueled by large amounts of government deficit spending and past stimulus. There is also a growing need for increased spending as we continue transitioning to a greener economy restructuring global supply chains boosting military expenditure and battling rising healthcare costs. This may lead to stickier inflation and higher rates than markets expect.""  
[X Link](https://x.com/anyuser/status/1863307108461969697)  2024-12-01T19:40Z [----] followers, [---] engagements


"- Joe Biden (discussing his Inflation Reduction Act in 2023): "I wish I hadn't called it that because it has less to do with reducing inflation than it does to do with dealing with providing for alternatives that generate economic growth.""  
[X Link](https://x.com/anyuser/status/1863307110299144671)  2024-12-01T19:40Z [----] followers, [---] engagements


"Credit spreads are currently at a [--] year low which implies that the markets are pricing in very low risk of company defaults in the near future. If you have high inflation it'll be followed by high interest rates and high interest rates will lead to company defaults. The market currently sees this as extremely unlikely the MOST unlikely its been in [--] years"  
[X Link](https://x.com/anyuser/status/1863307118310572236)  2024-12-01T19:40Z [----] followers, [---] engagements


"How could you position yourself financially It's tricky. Timing market downturns historically speaking is extremely difficult. There may or may not be inflationary times in the near future and even if it does happen being able to pinpoint exactly when it'll start is a probably overall a losing battle. Some sort of approach could be put contracts (LEAPS - [----] or 2027) on the ETF $TLT ($5-$10 OTM strike). The idea here is that if inflation spikes the FED will either hold rates higher for longer or even hike them. If interest rates go up bonds will go down because they're inversed. Some sort of"  
[X Link](https://x.com/anyuser/status/1863307121120686428)  2024-12-01T19:40Z [----] followers, [---] engagements


"SAM ALTMAN (CEO @ OPENAI): In my little group chat with my tech CEO friends theres this betting pool for the first year that there is a one person billion-dollar company. This will mark the beginning of the AI bubble. IPO day will be incredible for these AI startups. They will reference the DOT-COM era strategy of underpricing their IPO to generate massive hype. $MSFT @sama"  
[X Link](https://x.com/anyuser/status/1863344983576543547)  2024-12-01T22:10Z [----] followers, [---] engagements


"TOP POLITICIAN STOCK HOLDINGS: Below is a tally list of politicians that have a total return of 45% and are holding overlapping stock positions. [--] politicians are holding $NVDA [--] politicians are holding $AMZN [--] politicians are holding $MSFT [--] politicians are holding $AAPL They may or may not still be holding these positions. @unusual_whales"  
[X Link](https://x.com/anyuser/status/1863360371538489716)  2024-12-01T23:11Z [----] followers, [---] engagements


"MAGNIFICENT-7 ANALYST RATINGS $TSLA $NVDA $MSFT $META"  
[X Link](https://x.com/anyuser/status/1863689272647094641)  2024-12-02T20:58Z [----] followers, [---] engagements


"THE STRONGEST MARKET SINCE 1998"  
[X Link](https://x.com/swavy/status/1863974152815649151)  2024-12-03T15:50Z [----] followers, [---] engagements


"CONGRESSMAN MICHAEL COLLINS REPORTS PURCHASE OF CRYPTO MEMECOIN Ski Mask Dog WHAT STAGE OF THE CYCLE IS THIS"  
[X Link](https://x.com/anyuser/status/1864015719869878609)  2024-12-03T18:35Z [----] followers, [---] engagements


"@elonmusk - Also happy to license Autopilot/FSD or other Tesla technology. Very easy to make a bullish case for $TSLA stock based on this single sentence alone. @jhall Tesla aspires to be as helpful as possible to other car companies. We made all our patents freely available several years ago. Now we are enabling other companies to use our Supercharger network. Also happy to license Autopilot/FSD or other Tesla technology. @jhall Tesla aspires to be as helpful as possible to other car companies. We made all our patents freely available several years ago. Now we are enabling other companies to"  
[X Link](https://x.com/anyuser/status/1864030101941219827)  2024-12-03T19:33Z [----] followers, [---] engagements


"Median household income is $70000 meaning most families do not pay $18000 in annual personal income tax. Their savings would be more like $10000 (still significant). A $15000 raise per household would mean the elimination of federal income tax would also need to include stuff like payroll/corporate taxes and then the logic here Id assume is that youre implying companies will pass on those tax cuts to their employees through raises which is really speculative. If the tariffs were actually put in place rather than just being used as a negotiating tactic youd still have a hole of $1.5tn+. If"  
[X Link](https://x.com/anyuser/status/1864082109876302184)  2024-12-03T22:59Z [----] followers, [----] engagements


"@rizzmascto"  
[X Link](https://x.com/swavy/status/1864091285486813617)  2024-12-03T23:36Z [----] followers, [---] engagements


"@TonyBellew this u"  
[X Link](https://x.com/swavy/status/1864096655450014060)  2024-12-03T23:57Z [----] followers, [----] engagements


"JEROME POWELL: Bitcoin is used as a speculative asset; it is a competitor with gold not the US dollar. Powell gets it. $BTC"  
[X Link](https://x.com/anyuser/status/1864390826438045751)  2024-12-04T19:26Z [----] followers, [---] engagements


"SANTA RALLY"  
[X Link](https://x.com/swavy/status/1864392022322278874)  2024-12-04T19:31Z [----] followers, [---] engagements


"$BTC OVER $99000 AGAIN 100k"  
[X Link](https://x.com/swavy/status/1864447262769750401)  2024-12-04T23:10Z [----] followers, [---] engagements


"LOOKS LIKE THE $HAWK LAUNCH WENT GREAT (sarcasm :/)"  
[X Link](https://x.com/anyuser/status/1864455507559248352)  2024-12-04T23:43Z [----] followers, [---] engagements


"$BTC OVER $101000"  
[X Link](https://x.com/swavy/status/1864501241541181656)  2024-12-05T02:45Z [----] followers, [---] engagements


"INVESTORS RUSH INTO US EQUITIES"  
[X Link](https://x.com/anyuser/status/1865042493462413504)  2024-12-06T14:35Z [----] followers, [---] engagements


"CURRENT BULL MARKET VS PREVIOUS"  
[X Link](https://x.com/anyuser/status/1865142386348679322)  2024-12-06T21:12Z [----] followers, [---] engagements


"STOCK RETURNS vs THE US DOLLAR $SPY"  
[X Link](https://x.com/anyuser/status/1865429952104947930)  2024-12-07T16:15Z [----] followers, [---] engagements


"$DOGE - 50c break maybe"  
[X Link](https://x.com/anyuser/status/1865435635709771819)  2024-12-07T16:38Z [----] followers, [---] engagements


"U.S. TREASURY REPORT: Bitcoin seems to be a store of value aka digital gold in a decentralized finance world $BTC"  
[X Link](https://x.com/anyuser/status/1865491067254018511)  2024-12-07T20:18Z [----] followers, [---] engagements


"The cost the hedge a portfolio is near the lowest levels its ever been over [--] years. The markets are pricing in a near zero risk of volatility. 🤷 $SPY $QQQ"  
[X Link](https://x.com/swavy/status/1865772001660408040)  2024-12-08T14:54Z [----] followers, [---] engagements


"ETF inflows continue to set new records. Probably why $AAPL manages to continue going higher. P/E ratio of [--] and theyve basically released the same phone like 5+ years in a row. $SPY $QQQ"  
[X Link](https://x.com/anyuser/status/1865774431018393612)  2024-12-08T15:04Z [----] followers, [---] engagements


"Steve Jobs ( $AAPL ) to Bruce Chizen ( $ADBE ) in 2005"  
[X Link](https://x.com/anyuser/status/1865789578583445590)  2024-12-08T16:04Z [----] followers, [---] engagements


"$MSFT shareholders to vote on December 10th on adding $BTC to the companys balance sheet"  
[X Link](https://x.com/anyuser/status/1865791196045476265)  2024-12-08T16:11Z [----] followers, [---] engagements


"$AMZN shareholders request 5% $BTC treasury. $MSFT shareholders to vote on December 10th on adding $BTC to the companys balance sheet. https://t.co/c37kg867En $MSFT shareholders to vote on December 10th on adding $BTC to the companys balance sheet. https://t.co/c37kg867En"  
[X Link](https://x.com/anyuser/status/1865883435891404934)  2024-12-08T22:17Z [----] followers, [---] engagements


"The best time to buy is at all time highs. The second best is any time. $SPY $SPX"  
[X Link](https://x.com/anyuser/status/1866144350058541119)  2024-12-09T15:34Z [----] followers, [---] engagements


"Freddie Mac: U.S. housing market is short [---] million housing units. What will it take to fix this 🧵 (open)"  
[X Link](https://x.com/anyuser/status/1866180106848235552)  2024-12-09T17:56Z [----] followers, [---] engagements


"Below is a GPT generated table that shows the housing surplus required and timeline it would take to solve the current housing shortage issue"  
[X Link](https://x.com/anyuser/status/1866180115450810391)  2024-12-09T17:56Z [----] followers, [--] engagements


"Money Market Funds are currently holding a record level of assets. What happens as rates continue to fall as projected This money will leave MMFs and flow elsewhere (equities primarily). $SPY $QQQ $BTC"  
[X Link](https://x.com/anyuser/status/1866869905452372444)  2024-12-11T15:37Z [----] followers, [---] engagements


"I AM LONG $MSFT FROM $328.72 (UP 36%) I AM LONG $GOOGL FROM $127.29 (UP 51%) I HAVE NOT SOLD MY THESIS IS AS FOLLOWS: 🧵(open)"  
[X Link](https://x.com/anyuser/status/1866882833660383568)  2024-12-11T16:28Z [----] followers, [---] engagements


"$MSFT is not only a "bet" on AI but also their continued dominance. 72.9% of all computers worldwide are running Windows OS (see image1) do we really think that's going to change in the foreseeable future It's very difficult for me to make an argument that aims to claim Microsoft will lose its massive control in the OS space"  
[X Link](https://x.com/swavy/status/1866882836453569017)  2024-12-11T16:28Z [----] followers, [--] engagements


"Pinpointing who will be the "winner" of the AI race (first to AGI what happens to second) is probably a waste of energy so I also find $GOOGL to be very appealing as well. Google has taken a different approach by directing their AI tech towards medical purposes (protein structure prediction) rather than general use like OpenAI is going for. Gemini is a leading LLM and has been vastly improved since the original launch. Google's DeepMind AlphaFold is built to provide insights into diseases and find ways to eliminate them. $GOOG as an AI "bet" is more of a bet on the general progression of the"  
[X Link](https://x.com/anyuser/status/1866882840467562591)  2024-12-11T16:28Z [----] followers, [---] engagements


"As mentioned in other threads a potential inflation spike again. In the mid-70s inflation popped up (peaking at 12.3%) then dropped back down before shooting up again to 14.8% (see image3). If a similar situation was to unfold again (reflexivity theory) then at some point in the near future we could see an "unexpected" jump in inflation. The FED is certain this isn't going to happen (as expressed through their aggressive 50bps rate cut) which would make the impact on the markets exacerbated if it WAS to happen (risk to consider). When inflation peaked in [----] this was followed by a large"  
[X Link](https://x.com/swavy/status/1866882842753413403)  2024-12-11T16:28Z [----] followers, [---] engagements


"$MSFT (current price $448): - RBC Capital: RATING = OUTPREFORM /PT = $500 - $UBS: RATING = BUY / PT = $500 - $JPM: RATING = OVERWEIGHT / PT = $465 - TD Cowen: RATING = OUTPREFORM / PT = $475 - $PIPR: RATING = OVERWEIGHT / PT = $470"  
[X Link](https://x.com/anyuser/status/1866882853830791193)  2024-12-11T16:28Z [----] followers, [---] engagements


"CPI print comes in higher than last and the CME FedWatch rate cut probability goes from 70% to 99.9%. $SPY $QQQ near ATH and the FED is easing. Bonds are in a 52month drawdown (longest in history). Money Market Funds holding ATH assets. 🧐"  
[X Link](https://x.com/anyuser/status/1867270029022257404)  2024-12-12T18:07Z [----] followers, [---] engagements


"were cooked"  
[X Link](https://x.com/swavy/status/1867339829543137374)  2024-12-12T22:44Z [----] followers, [---] engagements


"This study found that US analysts had an error rate of 94% when attempting to model a companys future cash flow. Meaning if the analyst forecasted $100 in earnings then the actual number would be $51. Goes to show that financial models like DCF are a waste of time. Makes sense why some of the greatest investors ever dont touch these valuation equations. Whats even better is that a study done by the University of Chicago found that AI models like ChatGPT could better predict a companys earnings than human analysts"  
[X Link](https://x.com/swavy/status/1867343793915408854)  2024-12-12T23:00Z [----] followers, [---] engagements


"42% of $IWM with negative earnings. Primarily a result of near [--] decade high interest rates"  
[X Link](https://x.com/anyuser/status/1868329814903665062)  2024-12-15T16:18Z [----] followers, [---] engagements


"$BTC all time high break. I AM LONG $BTC FROM $56000 (UP 73%) I HAVE NOT SOLD MY THESIS IS AS FOLLOWS: [--]. Fundamental/macro logic. (state of the world/economy) [--]. Political regime logic. (Trump presidency & its impact) [--]. Technical analysis logic. (bullish structure/above 200MA/historical momentum) https://t.co/Vki1wpLCTm I AM LONG $BTC FROM $56000 (UP 73%) I HAVE NOT SOLD MY THESIS IS AS FOLLOWS: [--]. Fundamental/macro logic. (state of the world/economy) [--]. Political regime logic. (Trump presidency & its impact) [--]. Technical analysis logic. (bullish structure/above 200MA/historical momentum)"  
[X Link](https://x.com/anyuser/status/1868432903090455031)  2024-12-15T23:08Z [----] followers, [---] engagements


"Very likely these US data centers will become Middle East data centers. $KSA $SRVR could work well to gain exposure"  
[X Link](https://x.com/swavy/status/1868659808439792048)  2024-12-16T14:09Z [----] followers, [---] engagements


"$2000 ChatGPT plan How do you value a deployable Ph.D.-level assistant"  
[X Link](https://x.com/swavy/status/1868667644729294945)  2024-12-16T14:40Z [----] followers, [---] engagements


"$BTC and other crypto inflows. it certainly is a risk-on period"  
[X Link](https://x.com/anyuser/status/1868694238000787583)  2024-12-16T16:26Z [----] followers, [---] engagements


"The future of movies/tv shows. Introducing Veo [--] our new state-of-the-art video model (with better understanding of real-world physics & movement up to 4K resolution). You can join the waitlist on VideoFX. Our new and improved Imagen [--] model also achieves SOTA results and is coming today to 100+ countries https://t.co/FtwNKyicEc Introducing Veo [--] our new state-of-the-art video model (with better understanding of real-world physics & movement up to 4K resolution). You can join the waitlist on VideoFX. Our new and improved Imagen [--] model also achieves SOTA results and is coming today to 100+"  
[X Link](https://x.com/swavy/status/1869024223827832861)  2024-12-17T14:17Z [----] followers, [---] engagements


"If this daily $BTC candle closes red Ill sell 30% of the position and then likely roll it into $TSLA I AM LONG $BTC FROM $56000 (UP 73%) I HAVE NOT SOLD MY THESIS IS AS FOLLOWS: [--]. Fundamental/macro logic. (state of the world/economy) [--]. Political regime logic. (Trump presidency & its impact) [--]. Technical analysis logic. (bullish structure/above 200MA/historical momentum) https://t.co/Vki1wpLCTm I AM LONG $BTC FROM $56000 (UP 73%) I HAVE NOT SOLD MY THESIS IS AS FOLLOWS: [--]. Fundamental/macro logic. (state of the world/economy) [--]. Political regime logic. (Trump presidency & its impact) 3."  
[X Link](https://x.com/anyuser/status/1869480131150168200)  2024-12-18T20:29Z [----] followers, [---] engagements


"is this real"  
[X Link](https://x.com/swavy/status/1869730810598998390)  2024-12-19T13:05Z [----] followers, [---] engagements


"every time $BTC"  
[X Link](https://x.com/swavy/status/1869740750570950989)  2024-12-19T13:45Z [----] followers, [---] engagements


"Fund Manager stock allocation reaches a high of at least [--] years at 36%. Smart money is risk on right now"  
[X Link](https://x.com/anyuser/status/1869762115298631937)  2024-12-19T15:10Z [----] followers, [---] engagements


"So much for LLMs are reaching a wall and arent progressing further. Unfortunately Id imagine o3 will be either locked entirely behind the $200/month plan or youll only get like [--] messages a week. $MSFT ChatGPT OpenAI"  
[X Link](https://x.com/anyuser/status/1870207923210658209)  2024-12-20T20:41Z [----] followers, [---] engagements


"The actual magic stock market strategy. $SPY $QQQ"  
[X Link](https://x.com/anyuser/status/1870525949592347046)  2024-12-21T17:45Z [----] followers, [---] engagements


"You can tell its real by the way the image has aged (pixelated)"  
[X Link](https://x.com/swavy/status/1871310176097108170)  2024-12-23T21:41Z [----] followers, [---] engagements


"gym owners tomorrow"  
[X Link](https://x.com/swavy/status/1874276001548743161)  2025-01-01T02:06Z [----] followers, [---] engagements


"this is gunna be awkward"  
[X Link](https://x.com/swavy/status/1881406534036729995)  2025-01-20T18:20Z [----] followers, [---] engagements


"Below is some more detailed data from my trades. 7/15/2023 to 1/21/2025 Day trading is fools gold 99% get rekt. Notice my average hold time. Also these screenshots do not include open positions therefore they only show 72% of my total profits. I have no open positions in drawdown. My largest winners by $ amount are as follows: [--]. $NVDA (74%) [--]. $GOOGL (23%) [--]. $META (45%) [--]. $IBIT $BTC (17%) [--]. $DOGE (82%) I pyramid into and out of my positions see the 3rd image to get a general idea of the way I enter/exit. BUY AND HOLD $SPY $QQQ"  
[X Link](https://x.com/swavy/status/1881753958428914118)  2025-01-21T17:21Z [----] followers, [----] engagements


"$GOOGL has a 7.5% stake of SpaceX. Nobody else (governments included) are capable of doing what SpadeX can. If anyone is the closest to asteroid mining its @elonmusk $TSLA Pinpointing who will be the "winner" of the AI race (first to AGI what happens to second) is probably a waste of energy so I also find $GOOGL to be very appealing as well. Google has taken a different approach by directing their AI tech towards medical purposes (protein https://t.co/gAwdiqw5XD Pinpointing who will be the "winner" of the AI race (first to AGI what happens to second) is probably a waste of energy so I also"  
[X Link](https://x.com/anyuser/status/1882087189909246412)  2025-01-22T15:25Z [----] followers, [---] engagements


"@mezoteric @coinbase $SOL withdrawal from coinbase took 28hrs for me"  
[X Link](https://x.com/swavy/status/1882187512250335673)  2025-01-22T22:04Z [----] followers, [----] engagements


"were cooked"  
[X Link](https://x.com/swavy/status/1883528508460376534)  2025-01-26T14:52Z [----] followers, [---] engagements


"$WIF down 75% from all time high. $FART down 65% from all time high. $TRUMP down 65% from all time high. Still over $1bn market cap though. When the popular reoccurring meme coins drop [--] [--] 70ish percent it usually creates a favorable risk to reward dip buy entry. If you hold for ATH again youre risking [--] unit (coin goes to 0) to make (usually) 3-4 units. I dont think $TRUMP $WIF $FART $PEPE and a few others are done and theyll do a future media cycle. If they were going to get fully rug pulled to [--] then it would have happened already"  
[X Link](https://x.com/anyuser/status/1883898594131865715)  2025-01-27T15:23Z [----] followers, [---] engagements


"From what Ive seen looking at the posts by profitable small cap traders over the last few years the rewards just dont seem to outweigh the risks currently. Short selling is wildly risky like youre saying and the amount of profitable long-biased traders is so slim. Ross Cameron who is certainly a skilled trader is a difficult example even because of his chat room which could influence price action. If Ross buys and then says to who knows how many hundreds of people over voice he bought and then they all buy at the same time he basically cant lose. A few others on kinfo but its so limited and"  
[X Link](https://x.com/anyuser/status/1885448302604542027)  2025-01-31T22:01Z [----] followers, [---] engagements


"@unusual_whales pretty close"  
[X Link](https://x.com/swavy/status/1890445033553252360)  2025-02-14T16:56Z [----] followers, [---] engagements


"@tsarnick Google did this like a decade+ ago"  
[X Link](https://x.com/swavy/status/1891277331290853567)  2025-02-17T00:03Z [----] followers, [----] engagements


"Buffet Soros Druckenmiller and a few others actually get it. Financial modeling is flawed because it assumes perfect knowledge which is impossible. Emotions play a significant role in whether someone buys or sells a stock. Efficient Market Theory makes no sense. It implies that an investor understands the full thinking of every other market participant. How could that make any sense The Theory of Reflexivity is far more logical. The situation is even rather ironic because the only way a financial model works (like DCF) is if other market participants agree and use the same equation(s)."  
[X Link](https://x.com/swavy/status/1893317840712933498)  2025-02-22T15:12Z [----] followers, [---] engagements


"@herbertong Is there any proof that this is actually a Tesla and not just a random car with a dash cam"  
[X Link](https://x.com/swavy/status/1893723538504208411)  2025-02-23T18:04Z [----] followers, [---] engagements


"is she the one"  
[X Link](https://x.com/swavy/status/1894850562706870324)  2025-02-26T20:42Z [----] followers, [---] engagements


"Im confident youll recover it too but at the cost of how many years shaved off your life from the stress you put yourself under. Youre down on a multi year basis because the tides have clearly shifted and what worked during COVID is gone (for now). I get that you pride yourself on the no days off thing but thats totally the work smart not hard thing where youre currently working hard not smart. Have you considered that it could be logical to just take a break and pick up some sort of hobby that isnt trading and just simply wait for the odds to turn dramatically in your favor again Youve"  
[X Link](https://x.com/swavy/status/1895617184975765794)  2025-02-28T23:28Z [----] followers, [----] engagements


"@Dexerto This has happened before lol"  
[X Link](https://x.com/swavy/status/1895851138072887608)  2025-03-01T14:58Z [----] followers, [----] engagements


"they grow up so fast 😢"  
[X Link](https://x.com/swavy/status/1895926995114139997)  2025-03-01T19:59Z [----] followers, [---] engagements


"@unusual_whales You could probably argue the study is tainted and those same people would have experienced an erosion of critical thinking skills with or without ChatGPT. Average GenZ attention span is like 8seconds. This was pre-LLMs. TikTok/Reels/etc probably play a greater role than ChatGPT"  
[X Link](https://x.com/swavy/status/1896586315208249726)  2025-03-03T15:39Z [----] followers, [----] engagements


"@MacRumors last [--] phones have been exactly the same"  
[X Link](https://x.com/swavy/status/1898042668132737531)  2025-03-07T16:06Z [----] followers, [----] engagements


"You could purchase this hardware and recreate this using ChatGPT in 5min for like $15-$30. Either an ESP32 like in the video or a Pi Zero [--] W with whatever the top amazon result is for OLED display. The fact that this can raise $1.2m in funding just goes to show you dont really need some brilliant groundbreaking new invention to have a successful product"  
[X Link](https://x.com/swavy/status/1899518377762173313)  2025-03-11T17:50Z [----] followers, [----] engagements


"Best believe $BLK (BlackRock) is advocating to their clients to buy this $SPY dip. Larry Fink has pointed out many times that dip buyers have been rewarded over the last [--] years. If he says this publicly hell be really pushing it privately. If he can convince his clients to buy the dip you have an $11T+ avalanche entering the markets. [----] [----] [----] and [----] were dangerous dips - real systemic underlying issues. Where are the current issues to justify this dip were seeing Tariffs Look at $SPY in [----] during the trade war from his first administration. 10% drop that bounced end of March. $SPY"  
[X Link](https://x.com/anyuser/status/1900360563928293594)  2025-03-14T01:37Z [----] followers, [---] engagements

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