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[@ackmeni](/creator/twitter/ackmeni)
"Top GS Momentum Stocks Long pair $CRDO $HOOD $SOFI $CRS $UPST $SEZL $SO $GEV $RBLX $HIWM $NET $SPOT $IONQ $NRG $TPR $DOCS. Top GS Momentum Stocks Short pair $EL $SMCI $CLSK $CELH $SAIA $ANF $TER $CLF $ENTG $REGN $ON $ONTO $ELF $ATTR $MRNA $MRK $ALB"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1940272774360310255) 2025-07-02 04:54:12 UTC 1189 followers, XXX engagements


"Reality Check is coming Kambiz Kazemi Validus Risk Management Uncertainty around tariffs and more generally uncertainty about most subjects the way the administration is running things is going to be slowly eroding the trust in the system. The reality has to catch up"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1946259646349778986) 2025-07-18 17:23:54 UTC 1185 followers, XXX engagements


"Most-shorted basket of stocks tracked by GS is up XX% from April lows. by comparison QQQ's was "only" up XX% since April lows LSEG via TME 👇 Most-shorted basket vs. QQQ"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1946324635412492718) 2025-07-18 21:42:08 UTC 1189 followers, XXX engagements


"Charts 4: July Global Fund Manager Survey (FMS) Hartnett BofA _/ Net % of FMS investors who see a stronger global economy in next XX months _/ FMS investor sentiment rises to 5-month high _/ XX% expect Q2 earnings to surprise to the upside _/ XX% expect X Fed rate cuts in 2025"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1945267823955337636) 2025-07-15 23:42:45 UTC 1189 followers, XXX engagements


"Stocks hitting new ATH in today's session $NVDA $AVGO $BLK $RCL $KLAC $SHAK $TXN $UBS $ATAT $BBIO $BK $BPMC $BYD $EMR $FAST $FERG $HLT $IBKR $NVS $RL $SAP $SRAD $SYF $TPR $USFD $VIK"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1943530850517422203) 2025-07-11 04:40:38 UTC 1189 followers, XXX engagements


"Stablecoins Offer Another Way to Move Money MS _/ Stablecoin market reaches more than $250BN _/ Treasuries to get a boost from stablecoins _/ Growing popularity of stablecoins is prompting regulators to propose legislation for issuance use & reporting"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1947289996752212289) 2025-07-21 13:38:08 UTC 1189 followers, XXX engagements


"U.S. equity positioning indicator " " ticked DOWN to -XXX (Despite the market closing at all-time highs this week) GS 👇 GS US Equity Sentiment Indicator of investor positioning"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1947383305944588688) 2025-07-21 19:48:55 UTC 1189 followers, XXX engagements


"Largest Hedge Funds in AUM QFI _/ Some popular hedge fund strategies Long/Short Equity Relative Value Arbitrage: Exploits price inefficiencies between related instruments. Quantitative/Systematic: Uses mathematical models and algorithms to identify & execute trades"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1945118131808018900) 2025-07-15 13:47:55 UTC 1189 followers, XXX engagements


"Stocks hitting new All Time Highs during today's session $BA $COIN $HOOD $BLK $RTX $GE $RKLB $RCL $RBLX $BK $BTI $CRDO $FAST $FUTU $GEV $HLT $IBKR $KTOS $LEVI $PLNT $QS $TPR $TRI $USFD $VIK $WDC"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1944879838868988130) 2025-07-14 22:01:02 UTC 1189 followers, XXX engagements


"Amazon is the best internet stock on ground Morgan Stanley _/ AMZN is seen with XX% upside to a $XXX target fueled by AWS _/ upgraded PINS to OW ETSY to EW _/ Bullish on $META $BGM $AMZN $PINS $GOOGL and $ETSY _/ foresees lower tariff better outlook for internet co's"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1947297283286126604) 2025-07-21 14:07:06 UTC 1189 followers, XXX engagements


"Charts 3: July Global Fund Manager Survey (FMS) Hartnett BofA _/ FMS most overweight EUR since Jan'05 _/ FMS cash level drops to XXX% triggering "sell signal" _/ XX% say "soft landing" XX% "hard landing" X% "no landing" _/ Recession expectations drop to lowest in X months"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1945266520424137185) 2025-07-15 23:37:34 UTC 1189 followers, XXX engagements


"Largest defense contractors by market cap 🥇 RTX (U.S.) $193.25B 🥈 Honeywell (U.S.) $147.20B 🥉 Safran (France) $134.90B Lockheed Martin $107.44B Rheinmetall $92.85B General Dynamics $78.03B BAE Systems $75.02B"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1947063681550094721) 2025-07-20 22:38:51 UTC 1189 followers, XXX engagements


"CTAs exposure to equities Deutsche Bank _/ CTAs continued to increase their equity longs (90th percentile) positioning mostly outside the US. Within the US S&P XXX (57th percentile) & Nasdaq XXX (66th percentile) but remained modestly short the Russell 2000 (32nd percentile)"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1947399496335561089) 2025-07-21 20:53:15 UTC 1189 followers, XXX engagements


"Weekly flows into cryptocurrency funds Deutsche Bank"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1946842516038513098) 2025-07-20 08:00:01 UTC 1189 followers, XXX engagements


"Fear & Greed Index - Investor Sentiment = Extreme Greed _/ A reading of XX on the Fear & Greed Index reflects strong investor optimism but it may also precede market volatility or a short-term pullback"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1947009397307425053) 2025-07-20 19:03:08 UTC 1189 followers, XXX engagements


"Prime Minister Ishibas coalition loses majority in Japans upper house election _/ Ishibas Liberal Democratic Party and its junior coalition partner Komeito needed to win XX seats on top of XX seats they already have to reach the goal. _/ Ishiba Vows To 'Stay On' Despite Loss"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1947071769652933071) 2025-07-20 23:10:59 UTC 1189 followers, XXX engagements


"Erratic trade policy a ballooning fiscal deficit & slumping dollar have strained investor enthusiasm for US assets. While S&P XXX has recovered from April low after Trump paused harshest tariffs in a century benchmark still trails international peers this year. Hartnett BofA"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1946196184139505878) 2025-07-18 13:11:43 UTC 1185 followers, XXX engagements


"July Global Fund Manager Survey (FMS) Hartnett BofA _/ Best contrarian relative trade - short Euro long Japan; - short EU stocks long value; - short growth long staples/energy short tech/banks; - short USS long US tech long EU banks"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1945261978156404989) 2025-07-15 23:19:31 UTC 1189 followers, 1017 engagements


"Stock Ideas in Digital Security Green Building Grid Solutions and Health & Wellbeing themes Sara Mahaffy RBC $NTCT $AKAM $QLYS $AAON $FTNT $OTIS $ENS $BE $PRIM $GNRC $MTZ $ATKR $OGN $EXEL $LNTH $BIO $NBIX $IQV $PTCT $GOLF $PLNT $HALO $WST"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1936220024869728665) 2025-06-21 00:30:01 UTC 1187 followers, XXX engagements


"ASML beat estimates for Q2 but its disappointing guidance sent stock tumbling. - EPS 💶 XXXX vs. 💶 XXXX est - REV 💶 7.69B vs. 💶 7.54B est GUIDE: Q3 2025 - REV 💶 7.4-7.9B - Gross margin between XX% and XX% $ASML"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1945491176335003825) 2025-07-16 14:30:16 UTC 1184 followers, XXX engagements


"#AI Compute Hubs By Country VC _/ Per Oxford University analysis XX countries in the world host data centers capable of AI training or inference and XX of them have the training-related AI processing required for advanced models using specialized AI chips like NVIDIA GPUs"  
![@ackmeni Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1401090086.png) [@ackmeni](/creator/x/ackmeni) on [X](/post/tweet/1947291795739824267) 2025-07-21 13:45:17 UTC 1189 followers, XXX engagements