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[@ackmeni](/creator/twitter/ackmeni)
"Echoes of Euphoria _/. US equity market at a critical turning point investor positioning has reached levels of exuberance that show total disregard for risk the classic hallmark of speculative complacency. 👇 Top XX US Megacap Stocks: Internet vs. #AI"  
[X Link](https://x.com/ackmeni/status/1978116262354973044) [@ackmeni](/creator/x/ackmeni) 2025-10-14T15:10Z 1340 followers, XXX engagements


"PayPals partner (Paxos) mints a whopping $XXX trillion worth of stablecoins in technical error _/ Paxos minted the stablecoins as part of an internal transfer before immediately identified the error & burned the excess PYUSD. _/ not enough USD worldwide to back $300T PYUSD"  
[X Link](https://x.com/ackmeni/status/1978864499487605045) [@ackmeni](/creator/x/ackmeni) 2025-10-16T16:43Z 1340 followers, XXX engagements


"For two years Fed has been shrinking its balance sheet in selective manner. contraction has affected exclusively short-term Treasury bonds while long-term positions have been largely retained - no QT in long term T 👇 Fed Under 1yr vs. Fed 10+yr Treasury"  
[X Link](https://x.com/ackmeni/status/1978470923260010875) [@ackmeni](/creator/x/ackmeni) 2025-10-15T14:40Z 1338 followers, XXX engagements


"something beautiful remains when the music stops - Bella Hadid cat walk at Victoria Secret"  
[X Link](https://x.com/ackmeni/status/1978900381473103900) [@ackmeni](/creator/x/ackmeni) 2025-10-16T19:06Z 1338 followers, XXX engagements


"Charts 1: BofA October Global Fund Manager Survey Hartnett BofA _/ Investors long gold see Al bubble risk and private credit event risk _/ XX% of FMS investors say Al stocks are now in a bubble _/ Exp for investment performance over the next XX months _/ XX% say soft landing"  
[X Link](https://x.com/ackmeni/status/1978241348684632497) [@ackmeni](/creator/x/ackmeni) 2025-10-14T23:27Z 1339 followers, XXX engagements


"Charts 2: BofA October Global Fund Manager Survey Hartnett BofA _/ BofA FMS investor sentiment rises to 8-month high _/ FMS rating of liquidity conditions highest since Sep'21 _/ FMS cash level drops to XXX% from XXX% _/ FMS investors most net OW stocks minus cash since Jan'25"  
[X Link](https://x.com/ackmeni/status/1978242549421605055) [@ackmeni](/creator/x/ackmeni) 2025-10-14T23:32Z 1339 followers, XXX engagements


"Commodities Hynes _/ Oil: failed to benefit from reports that India had agreed to stop purchasing Russian oil _/ Gold: higher on exp FED will press on with monetary easing & heightened US-China friction _/ Metals: Aluminum led gains Nickel and Zinc were also up Copper steady"  
[X Link](https://x.com/ackmeni/status/1979571092865073303) [@ackmeni](/creator/x/ackmeni) 2025-10-18T15:31Z 1340 followers, XXX engagements


"Charts: In Gold we Trust Hartnett BofA _/ BofA Bull & Bear indicator dips to XXX _/ Number of leveraged equity ETF's at record high _/ Record weekly inflows to tech funds _/ Gold inflows past XX weeks = $34.2b (biggest ever)"  
[X Link](https://x.com/ackmeni/status/1979914433754190144) [@ackmeni](/creator/x/ackmeni) 2025-10-19T14:16Z 1339 followers, XXX engagements


"#AWS outage hits major websites - Problems at Amazon Snapchat Disney Reddit United Airlines Venmo Verizon . - it looks like a technical fault affecting one of Amazons main data centres. happen when systems become overloaded or a network goes down spreads quickly"  
[X Link](https://x.com/ackmeni/status/1980274863454757204) [@ackmeni](/creator/x/ackmeni) 2025-10-20T14:08Z 1340 followers, 1720 engagements


"historical/contrarian view on adding #Gold to portfolio GS _/ Since 1950 - Gold's volatility destroyed risk-adjusted returns for seven decades - & Gold was the anchor dragging returns down. _/ is this time different H/T: IR. Moreno 👇 Assets performance since 1950s vs. Gold"  
[X Link](https://x.com/ackmeni/status/1980288416412770639) [@ackmeni](/creator/x/ackmeni) 2025-10-20T15:02Z 1340 followers, XXX engagements


"Top XX U.S. trade ideas for 4Q25 BofA _/ Buy List - Amazon $AMZN - Gitlab $GTLB - ITT Inc $ITT - Generac $GNRC - NVR Inc $NVR - SharkNinja Inc $SN - Dycom Industries $DY - Tradeweb Markets $TW _/ Underperforms List - MarketAxess $MKTX - Illumina $ILMN"  
[X Link](https://x.com/ackmeni/status/1974104535733055518) [@ackmeni](/creator/x/ackmeni) 2025-10-03T13:29Z 1340 followers, XXX engagements


""#AI will double global GDP true inflation will be offset by technology reiterates Tesla's five-year target price of $2600 and forecasts Bitcoin to reach $XXX million." Cathie Wood - you gotta love her confidence given $ARKK still -XX% below ATH"  
[X Link](https://x.com/ackmeni/status/1978882753472168151) [@ackmeni](/creator/x/ackmeni) 2025-10-16T17:56Z 1339 followers, XXX engagements


"#Bitcoin Extends Slide as $XXX Billion Erased Since Crypto Crash _/ Whats striking is timing of the crash coinciding with major players pursuing banking licenses . pivot to trad financial infrastructure signals a strategic hedge against volatility aiming to build legitimacy"  
[X Link](https://x.com/ackmeni/status/1979253174436532561) [@ackmeni](/creator/x/ackmeni) 2025-10-17T18:28Z 1339 followers, XXX engagements


"_/ More than anything I think crypto is acting like a canary in the coal mine suggesting market is on edge because of emerging credit worries Bitwise _/ Going forward $107k is seen as a key support level for Bitcoin. A decisive break below risks deeper downside BTC Market"  
[X Link](https://x.com/ackmeni/status/1979255104231629230) [@ackmeni](/creator/x/ackmeni) 2025-10-17T18:36Z 1340 followers, XXX engagements


"BofA October Global Fund Manager Survey Hartnett BofA _/ Contrarian Trades (based on #FMS positions): - long bonds - short stocks; - long UK-short EM; - long staples-short banks; - long energy-short industrials"  
[X Link](https://x.com/ackmeni/status/1978239910113951817) [@ackmeni](/creator/x/ackmeni) 2025-10-14T23:22Z 1339 followers, XXX engagements


"Regional Banks tanking today $KRE: $XXXXX -XXXX (-3.48%) $CFG: $XXXXX -XXXX (-2.39%) $WAL: $XXXXX -XXXX (-7.01% $BANC: $XXXXX -XXXX (-6.02%) $EBC: $XXXXX -XXXX (-5.07%) $VLY: $XXXXX -XXXX (-4.06%) $EWBC: $XXXXX -XXXX (-4.29%)"  
[X Link](https://x.com/ackmeni/status/1978854402921300120) [@ackmeni](/creator/x/ackmeni) 2025-10-16T16:03Z 1339 followers, XXX engagements


"Stocks Slide as Regional Bank Loan losses raise credit quality concerns Shake Wall St _/ pair of regional lenders disclosed problems with loans involving allegations of fraud adding to concern that cracks are emerging in borrowers creditworthiness $ZION $WAL"  
[X Link](https://x.com/ackmeni/status/1978930437700399503) [@ackmeni](/creator/x/ackmeni) 2025-10-16T21:05Z 1339 followers, XXX engagements


"Fibonacci levels for popular growth stocks using XXXXX StockSavvyShay _/ $NVDA: $XXX _/ $AMD: $XXX _/ $TSLA: $XXX _/ $IONQ: $XX _/ $PLTR: $XXX _/ $OPEN: $X _/ $HOOD: $XXX _/ $OKLO: $125"  
[X Link](https://x.com/ackmeni/status/1979565959573832027) [@ackmeni](/creator/x/ackmeni) 2025-10-18T15:11Z 1339 followers, XXX engagements


"Who Are TSMC's Suppliers moomoo _/ $TSM gets XX% of it's supplies from $ASML. let that sink in"  
[X Link](https://x.com/ackmeni/status/1979902872289439824) [@ackmeni](/creator/x/ackmeni) 2025-10-19T13:30Z 1340 followers, XXX engagements


"The coming debt emergency Economist _/ Just about everywhere you look in the rich world government finances are in ruins with debt yet splash out - France debt mounts - Japans vast debts - Britain faces big tax rises to plug a hole in its budget - US talks more tax cuts"  
[X Link](https://x.com/ackmeni/status/1979576971073069339) [@ackmeni](/creator/x/ackmeni) 2025-10-18T15:55Z 1340 followers, XXX engagements


"Gas Turbine Makers Are Riding #AI Power Boom wsj _/ Gas turbines are in hot demand to provide reliable electricity especially for Data Centers. _/ We need to figure out how to ramp up quicker _/ GE Vernova to invest more than $300M in gas-turbine $GEV #Simens #Mitsubishi"  
[X Link](https://x.com/ackmeni/status/1976739202944663674) [@ackmeni](/creator/x/ackmeni) 2025-10-10T19:58Z 1339 followers, XXX engagements


"Semiconductor Supply Chain and Its Chokepoints - key players: $NVDA $AVGO - chokepoints: $ASML $TSM - although semiconductor chips do not use rare earth elements but MFG equipments (e.g. precise motors to control tools) do. 👇 The semiconductor supply chain and chokepoints"  
[X Link](https://x.com/ackmeni/status/1978943251571773925) [@ackmeni](/creator/x/ackmeni) 2025-10-16T21:56Z 1339 followers, XXX engagements


"Charts 2: In Gold we Trust Hartnett BofA _/ Consensus is Long Banks Pharma Tech short Energy Staples _/ 1st outflow from HY bonds since Apr'25 _/ Fed balance sheet down $2.3tn since 2022 _/ BofA Global EPS Growth model predicts X% EPS growth"  
[X Link](https://x.com/ackmeni/status/1980010001793175597) [@ackmeni](/creator/x/ackmeni) 2025-10-19T20:35Z 1340 followers, XXX engagements


"just fill in the blanks Cembalest JPM _/ Gold prices are soaring. One frequent observation: the share of central bank foreign exchange reserves invested in gold has risen from XX% to XX% and indicates substantial institutional concern about the US$"  
[X Link](https://x.com/ackmeni/status/1980261254293033283) [@ackmeni](/creator/x/ackmeni) 2025-10-20T13:14Z 1340 followers, XXX engagements


"is this time different _/ short answer is Yes. - debasement trade (Fiat currency devaluation due to infinite money printing) - Debt/GDP ratios exploding - emergence of alternate decentralized digital currency with no Central Bank manipulation or unlimited printing. - "  
[X Link](https://x.com/ackmeni/status/1980292113184248231) [@ackmeni](/creator/x/ackmeni) 2025-10-20T15:16Z 1340 followers, XXX engagements


"Data this Week BofA 10/23 - Initial Jobless 10/23 - Existing Home Sales 10/24 - CPI 10/24 - PMI 10/24 - U. of Michigan Sentiment 10/24 - New Home Sales Earnings: 10/21 - $WAL $NFLX $GE $KO $RTX $TI $COF $LMT $MMM. 10/22 - $TSLA $IBM $HL $LLUV $AA. 10/24 - $PG $NWG"  
[X Link](https://x.com/ackmeni/status/1980375602986414458) [@ackmeni](/creator/x/ackmeni) 2025-10-20T20:48Z 1340 followers, XXX engagements