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[@SharpeShark](/creator/twitter/SharpeShark)
"Gm to everyone except those of you dumping stocks indiscriminately despite them having no direct link to Chinese trade or auto loans"  
[X Link](https://x.com/SharpeShark/status/1979118838340800944) [@SharpeShark](/creator/x/SharpeShark) 2025-10-17T09:34Z 1870 followers, XXX engagements


"Shipments dropping but rates have flattened out. Worst freight market in living memory. Sounds like a good time to buy the highest quality names in the space that can grow out of the hole. Looking at you $ODFL"  
[X Link](https://x.com/SharpeShark/status/1970367187450749209) [@SharpeShark](/creator/x/SharpeShark) 2025-09-23T05:58Z 1869 followers, XXX engagements


"New tail risk for Western semis with owned fabs in China if China sees this as a grave enough violation to escalate further down the line. $TXN $MU $IFX.DE $HY9H.MU to name a few. Those who use contract manufacturers will be safer"  
[X Link](https://x.com/SharpeShark/status/1977672881510416442) [@SharpeShark](/creator/x/SharpeShark) 2025-10-13T09:48Z 1870 followers, 1393 engagements


"He saw what Drake Maye was cooking up and decided he wants some of that"  
[X Link](https://x.com/SharpeShark/status/1980430289525751878) [@SharpeShark](/creator/x/SharpeShark) 2025-10-21T00:25Z 1869 followers, XXX engagements


"If social media more widely picks this story up I would feel very uncomfortable being long $SHW"  
[X Link](https://x.com/SharpeShark/status/1967297629290963114) [@SharpeShark](/creator/x/SharpeShark) 2025-09-14T18:41Z 1869 followers, XXX engagements


"Biotech might be the trade for the next decade"  
[X Link](https://x.com/SharpeShark/status/1974293330541621478) [@SharpeShark](/creator/x/SharpeShark) 2025-10-04T01:59Z 1870 followers, 20.4K engagements


"Advanced packaging winning $AMKR"  
[X Link](https://x.com/SharpeShark/status/1975239052434555030) [@SharpeShark](/creator/x/SharpeShark) 2025-10-06T16:37Z 1869 followers, XXX engagements


"Get ready for energy infra stocks to rip some more I guess"  
[X Link](https://x.com/SharpeShark/status/1975316510513242292) [@SharpeShark](/creator/x/SharpeShark) 2025-10-06T21:45Z 1868 followers, 5537 engagements


"$ZAP could be decent"  
[X Link](https://x.com/SharpeShark/status/1975321143746973697) [@SharpeShark](/creator/x/SharpeShark) 2025-10-06T22:03Z 1869 followers, XXX engagements


"Following this model I think $AMKR is really attractive here this afternoon. Unless you think the bottom is about to drop out of the AI/chip complex which I mean fair enough I guess but not my view"  
[X Link](https://x.com/SharpeShark/status/1975647523608891893) [@SharpeShark](/creator/x/SharpeShark) 2025-10-07T19:40Z 1869 followers, 1475 engagements


"@AuclairCapital $CGNX is an interesting one. Shied away because of bad employee reviews but here we are +50% higher"  
[X Link](https://x.com/SharpeShark/status/1975954546389319711) [@SharpeShark](/creator/x/SharpeShark) 2025-10-08T16:00Z 1870 followers, XXX engagements


"Amazon having these in-picture prompts during ads is really annoying"  
[X Link](https://x.com/SharpeShark/status/1976449908376064120) [@SharpeShark](/creator/x/SharpeShark) 2025-10-10T00:49Z 1869 followers, XXX engagements


"Absolutely disgusted by the fact that I closed out my $USAR calls a few days ago"  
[X Link](https://x.com/SharpeShark/status/1976675075060592977) [@SharpeShark](/creator/x/SharpeShark) 2025-10-10T15:43Z 1869 followers, XXX engagements


"Oh no whats this $CHRW"  
[X Link](https://x.com/SharpeShark/status/1977129190446317849) [@SharpeShark](/creator/x/SharpeShark) 2025-10-11T21:48Z 1869 followers, XXX engagements


"Unless its given a good reason not to the market is going to go on an absolutely mind-numbing run in 2026. None of this crazy tech and defense and materials stuff has even reached the broad market. Real investors dont even know this is happening"  
[X Link](https://x.com/SharpeShark/status/1977805400662749372) [@SharpeShark](/creator/x/SharpeShark) 2025-10-13T18:35Z 1869 followers, XXX engagements


"@nobenchmark @peonyKingOF Right now that part of my portfolio is underdeveloped and I need to do more work on it but $XBI $IBB $ARKG for broad exposure. $CLPT $BRKR $TWST $ILMN $CRSP and $ISRG in there as well"  
[X Link](https://x.com/SharpeShark/status/1978807657940062279) [@SharpeShark](/creator/x/SharpeShark) 2025-10-16T12:58Z 1869 followers, XXX engagements


"Personally not super concerned about systemic credit risk while HY OAS looks like this"  
[X Link](https://x.com/SharpeShark/status/1978959005591503023) [@SharpeShark](/creator/x/SharpeShark) 2025-10-16T22:59Z 1868 followers, XXX engagements


"It would be cool if $INTC could be a serious stock and not be down X% at the open"  
[X Link](https://x.com/SharpeShark/status/1979157067848908966) [@SharpeShark](/creator/x/SharpeShark) 2025-10-17T12:06Z 1869 followers, 1088 engagements


"Short dollar trade stretched"  
[X Link](https://x.com/SharpeShark/status/1979902498765721724) [@SharpeShark](/creator/x/SharpeShark) 2025-10-19T13:28Z 1869 followers, XXX engagements


"I have a hard time seeing $TSM as dominant in 5-10 years as it is today. The key to cracking their dominance is massive capital investment in a state-backed foundry outside of the Chinese sphere. Chip designers need to diversify away from Taiwan for geopolitical reasons and will do so if provided with a reasonable alternative even if capabilities are a half-step down from $TSM. And the U.S. seems to have the political will to make this happen"  
[X Link](https://x.com/SharpeShark/status/1979928187388973268) [@SharpeShark](/creator/x/SharpeShark) 2025-10-19T15:10Z 1869 followers, XXX engagements


"@Derekdd88 Hes politically and financially redacted but his earthquake predictions so far have been astonishingly accurate. Far from my base case but Im assigning his event some tiny probability in the back of my mind"  
[X Link](https://x.com/SharpeShark/status/1980614602632106196) [@SharpeShark](/creator/x/SharpeShark) 2025-10-21T12:38Z 1869 followers, XX engagements


"@Secrets4stocks 2014 was a precipitous decline from $XXX. Obviously a different situation. Youd have to expect $XX oil within a few months from now to get that kind of volatility"  
[X Link](https://x.com/SharpeShark/status/1980616239354646923) [@SharpeShark](/creator/x/SharpeShark) 2025-10-21T12:44Z 1869 followers, XX engagements


"Youre better off buying a gently used Japanese car thats like 6-8 years old for $20k-$25k knowing maintenance costs will be under control with modern safety features and conveniences and plan to drive it for the next XX years than spending half that on a POS with 150k miles"  
[X Link](https://x.com/SharpeShark/status/1980657091208704323) [@SharpeShark](/creator/x/SharpeShark) 2025-10-21T15:27Z 1869 followers, 1334 engagements


"I think $CHRW is in a very risky position as a freight broker whose margins are very exposed to spot rates which seem to be ticking up due to crackdowns on illegal drivers in the Chicago area according to reporting on this app. And trading at complacent multiples"  
[X Link](https://x.com/SharpeShark/status/1975934370969161848) [@SharpeShark](/creator/x/SharpeShark) 2025-10-08T14:40Z 1869 followers, XXX engagements


"Ever since I started paying attention to freight last night for the $CHRW short my feed has been full of disgruntled American truck drivers ripping into the orgs that have pushed them out of the industry and Im super here for it"  
[X Link](https://x.com/SharpeShark/status/1976107546793349607) [@SharpeShark](/creator/x/SharpeShark) 2025-10-09T02:08Z 1869 followers, XXX engagements


"Whoevers buying $CHRW as an AI integration play when non-domiciled CDLs are getting pushed out of the market at a breakneck pace and constricting supply is out of their mind imo"  
[X Link](https://x.com/SharpeShark/status/1976444886237970555) [@SharpeShark](/creator/x/SharpeShark) 2025-10-10T00:29Z 1869 followers, XXX engagements


"Part of me wonders if this introduces pretty significant risk to the business during periods of operational volatility $CHRW"  
[X Link](https://x.com/SharpeShark/status/1976452644056203641) [@SharpeShark](/creator/x/SharpeShark) 2025-10-10T01:00Z 1869 followers, XXX engagements


"$MOS should in my mind get some degree of a bid from China hostilities given their unique domestic position. Not that anyones really interested in bidding anything rn"  
[X Link](https://x.com/SharpeShark/status/1976746202046906374) [@SharpeShark](/creator/x/SharpeShark) 2025-10-10T20:26Z 1869 followers, XXX engagements


"$NXPI being Dutch seems the most logical target for a tit-for-tat response"  
[X Link](https://x.com/SharpeShark/status/1977679533156581518) [@SharpeShark](/creator/x/SharpeShark) 2025-10-13T10:15Z 1869 followers, XXX engagements


"Ive been long $SYM (in small size) for a while but its really probably way too big now for what it is"  
[X Link](https://x.com/SharpeShark/status/1978820967238418646) [@SharpeShark](/creator/x/SharpeShark) 2025-10-16T13:50Z 1869 followers, 3495 engagements


"Someone should get in touch with Stephen Ross and tell him he needs to get involved before his Dolphins collapse entirely"  
[X Link](https://x.com/SharpeShark/status/1980317135428820996) [@SharpeShark](/creator/x/SharpeShark) 2025-10-20T16:56Z 1869 followers, XXX engagements


"I think its highly likely EMs underperform into EoY. Positioning is heavily overweight US mega caps have been flat for a month (acceptable earnings should get them going again) and the short dollar trade is likely due for some regression. Plus seeing more alignment between US and DMs (Netherlands Australia for example). Precious metals probably correlated with EMs here as well so those may be a short by similar logic"  
[X Link](https://x.com/SharpeShark/status/1980469271860764836) [@SharpeShark](/creator/x/SharpeShark) 2025-10-21T03:00Z 1869 followers, XXX engagements


"Wouldnt hate long-dated $CVNA puts as a tail hedge"  
[X Link](https://x.com/SharpeShark/status/1980661474847814029) [@SharpeShark](/creator/x/SharpeShark) 2025-10-21T15:44Z 1869 followers, XXX engagements


"Jeff Bezos is living in space already apparently"  
[X Link](https://x.com/SharpeShark/status/1980707789316989341) [@SharpeShark](/creator/x/SharpeShark) 2025-10-21T18:48Z 1869 followers, XXX engagements