[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Arya__Deniz](/creator/twitter/Arya__Deniz) "Seems like I am the only bearish person on $GLD and $GDXJ - in the world" [X Link](https://x.com/Arya__Deniz/status/1978540884636401689) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-15T19:18Z 1766 followers, 1807 engagements "$JPY about to break $150" [X Link](https://x.com/Arya__Deniz/status/1978619230619607515) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-16T00:29Z 1766 followers, XXX engagements "$TPL is crashing - I am not sure why apart from valuation which is as good of a reason as any. $TPL vs. $XLE ratio hit oversold conditions" [X Link](https://x.com/Arya__Deniz/status/1945500775439802795) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-07-16T15:08Z 1761 followers, 2945 engagements "I think $JPY ran too much against the $USD - the trend has gone parabolic the policy ceiling is near XXX and carry looks one headline away from snapping. BoJ cant stay asleep forever. Reflexivity cuts both ways" [X Link](https://x.com/Arya__Deniz/status/1976053993177755680) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-08T22:35Z 1761 followers, 1235 engagements "This is how $GLD tops - look at the X month ETF flows. No more buyers (I think)" [X Link](https://x.com/Arya__Deniz/status/1976418570893668452) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-09T22:44Z 1762 followers, 1947 engagements "And this is why I love @MartinShkreli - agree with you 1000% on $CRWV" [X Link](https://x.com/Arya__Deniz/status/1977040512269140029) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-11T15:56Z 1761 followers, 8900 engagements "$RDDT is 70%+ porn - the internet is mostly porn. OpenAI just made ChatGPT adult-mode official. GPU servers gonna melt. Great news for $NVDA $AMD - not too worried about humanity (yet)" [X Link](https://x.com/Arya__Deniz/status/1978263459130188164) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-15T00:55Z 1762 followers, 1237 engagements "@Citrini7 @Citrini7 I have a feeling you are bigly long /ZB /ZBZ futures and $TLT Jan '27 calls 10%+ OTM" [X Link](https://x.com/Arya__Deniz/status/1978595228945727822) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-15T22:53Z 1761 followers, XXX engagements "$CRWV at $XXX - January 2026 risk reversal $XXX puts sold and $XXX calls bought seem sensible here" [X Link](https://x.com/Arya__Deniz/status/1978856141477011531) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-16T16:10Z 1761 followers, XXX engagements "@MarkNewtonCMT @IBDinvestors @marketsurge In comparison the Nasdaq XXX highest ever RSI was XXXXX in December 1999. The S&P highest ever RSI was XXXXX in January 1929. $GLD RSI (monthly) is higher than that of 1979 top" [X Link](https://x.com/Arya__Deniz/status/1978928839234384114) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-16T20:59Z 1761 followers, XXX engagements "@Citrini7 JPY about to break 150" [X Link](https://x.com/Arya__Deniz/status/1978929885952221592) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-16T21:03Z 1761 followers, 1048 engagements "$JPY - we can wake up to 145" [X Link](https://x.com/Arya__Deniz/status/1978961500267016508) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-16T23:09Z 1761 followers, XXX engagements "$GLD story from Jim Simons - a XX% drop in a day" [X Link](https://x.com/Arya__Deniz/status/1978984067304436006) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-17T00:39Z 1762 followers, XXX engagements "Gm chat QT ending VIX XX overnight $GLD hitting generational highs (macro worries doomers on USD) Fear & Greed index at October 2024 lows Not the time to be too bearish here anymore" [X Link](https://x.com/Arya__Deniz/status/1979158289989435612) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-17T12:11Z 1762 followers, XXX engagements "Teradyne Inc $TER looks interesting. 200-DMA is key Teradynes Vulcan robotic arm developed by its Universal Robots division is an Amazon-specific next-generation arm designed to tackle high-throughput warehouse automation with advanced AI-driven vision and motion planning" [X Link](https://x.com/Arya__Deniz/status/1943696318506918211) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-07-11T15:38Z 1766 followers, 3810 engagements "I caught the $UNH and $LLY falling knives - $TPL and $FICO for that matter too. The rationale is simple: the fund is so far ahead of the indices globally this year that it gives me the privilege to own and add to positions that will objectively hinder near-term performance. In the long run when my current large positions inevitably underperform these laggards may (and should) start performing as theyre in deeply out-of-favor factors and sectors. Investor appetite changes and when youre winning its prudent to prepare for the next set of events (scoreboard is up there time will tell)" [X Link](https://x.com/Arya__Deniz/status/1953790705018524032) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-08-08T12:09Z 1767 followers, 2329 engagements "Thoughts on Teradyne Inc. $TER Teradyne is currently viewed as a cyclical semiconductor test-equipment supplier but this narrative undervalues its emerging robotics franchise. Managements long-term vision emphasized at recent investor days is to blend AI industrial automation and electrification (EV/ADAS) into its product. In practice Teradyne has acquired leading cobot and AMR businesses (Universal Robots Mobile Industrial Robots Energid AutoGuide) and is poised to capitalize on massive trends from Amazons warehouse automation to automotive factory robotics. Key catalysts (e.g. Amazons" [X Link](https://x.com/Arya__Deniz/status/1957481064076824725) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-08-18T16:33Z 1767 followers, 5895 engagements "Honestly no matter what happens to the commons Im just glad were finally nearing the end of the $FNMA / $FMCC saga Common-share doomers should note that the 10-K link shared by @pulte is from 2024. It adds nothing new to existing debates. Relax with the dilution comments" [X Link](https://x.com/Arya__Deniz/status/1977521814772334809) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-12T23:48Z 1766 followers, 5165 engagements "@Cameth2011 @pulte I really don't think it will be as bad as doomers think - I am underwriting $FNMA / $FMCC to $XX - $XX for the combined entity. So there is an immediate mark-to-market and you own a great high cash flowing business" [X Link](https://x.com/Arya__Deniz/status/1977523108438221100) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-12T23:53Z 1766 followers, XXX engagements "$NKTR update: The court has postponed the Nektar Therapeutics $NKTR vs Eli Lilly $LLY trial vacating both the October XX pretrial and October XX jury trial dates. Judge James Donato wrote that a jury trial may not be sustainable in current circumstances signaling that the case will not move forward as planned. A new status conference is set for December XX 2025 which will determine next procedural steps. This type of delay generally reflects ongoing settlement discussions a need for more preparation or a change in legal representation rather than a ruling on the merits. Notably Eli Lillys" [X Link](https://x.com/Arya__Deniz/status/1978227082715963471) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-14T22:31Z 1766 followers, 2021 engagements "Thanks for sharing @BillAckman - as a $FNMA / $FMCC commons shareholder I am planning to submit the following comments. Open for feedback. To the Federal Housing Finance Agency As a long-term shareholder in Fannie Mae and Freddie Mac I strongly support a path to responsibly end conservatorship that honors both the rule of law and the economic reality that the Senior Preferred Stock (SPS) obligations have already been satisfied many times over. The enterprises have transferred over $XXX billion in dividends to the U.S. Treasury well in excess of the original funding plus a fair return. The" [X Link](https://x.com/Arya__Deniz/status/1978841508217245767) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-16T15:12Z 1766 followers, 6811 engagements "Navigating Inflation vs. Deflation In conclusion the United States finds itself at an economic inflection point. After battling the dragon of inflation and largely subduing it we now face the more subtle foe of disinflation a foe wearing the armor of high youth unemployment rapid technological change and global slack. This report has presented evidence that we shouldnt worry too much about inflation at this stage; the more salient threats are those of a cooling labor market and deflationary forces that could undermine growth. The Federal Reserve under Jerome Powells steady hand has already" [X Link](https://x.com/Arya__Deniz/status/1979333824828891427) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-17T23:48Z 1766 followers, XXX engagements "Link to the article:" [X Link](https://x.com/Arya__Deniz/status/1979333829077930218) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-17T23:48Z 1767 followers, XXX engagements "This chart summarizes the case for long $JPY. Do you remember July 2024 $SMH / $FXY ratio" [X Link](https://x.com/Arya__Deniz/status/1979594361852580170) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-18T17:04Z 1766 followers, XXX engagements "@blondesnmoney - I hate $GLD" [X Link](https://x.com/Arya__Deniz/status/1980037422085022146) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-19T22:24Z 1766 followers, 1727 engagements "Stan Druckenmiller and Jeff Feig (2009) - FXLM Fireside Chat Whenever someone uploads the video it gets taken down by YouTube - so I got the transcript. Tom (Audience): At Soros the risk management system was you. How did you think about the money Druckenmiller: Ive never had a fancy quantitative risk management control system overseeing me and neither did George for XX years before me. Between us theres one down year since 1969. Theres no VAR at Duquesnewell there was because banks made us put it in after XX. Every XX years you have a crisis and all systems based on history break down" [X Link](https://x.com/Arya__Deniz/status/1980045530991296752) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-19T22:56Z 1766 followers, XXX engagements "Torsten Slok works at Apollo one of the largest credit shops in the world. Have you EVER heard him say anything positive about equity markets I doubt it. His job is to advertise doom & gloom and push the incremental $$ from equity world to credit world ideally $APO" [X Link](https://x.com/Arya__Deniz/status/1980068352283279800) [@Arya__Deniz](/creator/x/Arya__Deniz) 2025-10-20T00:27Z 1766 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Arya__Deniz
"Seems like I am the only bearish person on $GLD and $GDXJ - in the world"
X Link @Arya__Deniz 2025-10-15T19:18Z 1766 followers, 1807 engagements
"$JPY about to break $150"
X Link @Arya__Deniz 2025-10-16T00:29Z 1766 followers, XXX engagements
"$TPL is crashing - I am not sure why apart from valuation which is as good of a reason as any. $TPL vs. $XLE ratio hit oversold conditions"
X Link @Arya__Deniz 2025-07-16T15:08Z 1761 followers, 2945 engagements
"I think $JPY ran too much against the $USD - the trend has gone parabolic the policy ceiling is near XXX and carry looks one headline away from snapping. BoJ cant stay asleep forever. Reflexivity cuts both ways"
X Link @Arya__Deniz 2025-10-08T22:35Z 1761 followers, 1235 engagements
"This is how $GLD tops - look at the X month ETF flows. No more buyers (I think)"
X Link @Arya__Deniz 2025-10-09T22:44Z 1762 followers, 1947 engagements
"And this is why I love @MartinShkreli - agree with you 1000% on $CRWV"
X Link @Arya__Deniz 2025-10-11T15:56Z 1761 followers, 8900 engagements
"$RDDT is 70%+ porn - the internet is mostly porn. OpenAI just made ChatGPT adult-mode official. GPU servers gonna melt. Great news for $NVDA $AMD - not too worried about humanity (yet)"
X Link @Arya__Deniz 2025-10-15T00:55Z 1762 followers, 1237 engagements
"@Citrini7 @Citrini7 I have a feeling you are bigly long /ZB /ZBZ futures and $TLT Jan '27 calls 10%+ OTM"
X Link @Arya__Deniz 2025-10-15T22:53Z 1761 followers, XXX engagements
"$CRWV at $XXX - January 2026 risk reversal $XXX puts sold and $XXX calls bought seem sensible here"
X Link @Arya__Deniz 2025-10-16T16:10Z 1761 followers, XXX engagements
"@MarkNewtonCMT @IBDinvestors @marketsurge In comparison the Nasdaq XXX highest ever RSI was XXXXX in December 1999. The S&P highest ever RSI was XXXXX in January 1929. $GLD RSI (monthly) is higher than that of 1979 top"
X Link @Arya__Deniz 2025-10-16T20:59Z 1761 followers, XXX engagements
"@Citrini7 JPY about to break 150"
X Link @Arya__Deniz 2025-10-16T21:03Z 1761 followers, 1048 engagements
"$JPY - we can wake up to 145"
X Link @Arya__Deniz 2025-10-16T23:09Z 1761 followers, XXX engagements
"$GLD story from Jim Simons - a XX% drop in a day"
X Link @Arya__Deniz 2025-10-17T00:39Z 1762 followers, XXX engagements
"Gm chat QT ending VIX XX overnight $GLD hitting generational highs (macro worries doomers on USD) Fear & Greed index at October 2024 lows Not the time to be too bearish here anymore"
X Link @Arya__Deniz 2025-10-17T12:11Z 1762 followers, XXX engagements
"Teradyne Inc $TER looks interesting. 200-DMA is key Teradynes Vulcan robotic arm developed by its Universal Robots division is an Amazon-specific next-generation arm designed to tackle high-throughput warehouse automation with advanced AI-driven vision and motion planning"
X Link @Arya__Deniz 2025-07-11T15:38Z 1766 followers, 3810 engagements
"I caught the $UNH and $LLY falling knives - $TPL and $FICO for that matter too. The rationale is simple: the fund is so far ahead of the indices globally this year that it gives me the privilege to own and add to positions that will objectively hinder near-term performance. In the long run when my current large positions inevitably underperform these laggards may (and should) start performing as theyre in deeply out-of-favor factors and sectors. Investor appetite changes and when youre winning its prudent to prepare for the next set of events (scoreboard is up there time will tell)"
X Link @Arya__Deniz 2025-08-08T12:09Z 1767 followers, 2329 engagements
"Thoughts on Teradyne Inc. $TER Teradyne is currently viewed as a cyclical semiconductor test-equipment supplier but this narrative undervalues its emerging robotics franchise. Managements long-term vision emphasized at recent investor days is to blend AI industrial automation and electrification (EV/ADAS) into its product. In practice Teradyne has acquired leading cobot and AMR businesses (Universal Robots Mobile Industrial Robots Energid AutoGuide) and is poised to capitalize on massive trends from Amazons warehouse automation to automotive factory robotics. Key catalysts (e.g. Amazons"
X Link @Arya__Deniz 2025-08-18T16:33Z 1767 followers, 5895 engagements
"Honestly no matter what happens to the commons Im just glad were finally nearing the end of the $FNMA / $FMCC saga Common-share doomers should note that the 10-K link shared by @pulte is from 2024. It adds nothing new to existing debates. Relax with the dilution comments"
X Link @Arya__Deniz 2025-10-12T23:48Z 1766 followers, 5165 engagements
"@Cameth2011 @pulte I really don't think it will be as bad as doomers think - I am underwriting $FNMA / $FMCC to $XX - $XX for the combined entity. So there is an immediate mark-to-market and you own a great high cash flowing business"
X Link @Arya__Deniz 2025-10-12T23:53Z 1766 followers, XXX engagements
"$NKTR update: The court has postponed the Nektar Therapeutics $NKTR vs Eli Lilly $LLY trial vacating both the October XX pretrial and October XX jury trial dates. Judge James Donato wrote that a jury trial may not be sustainable in current circumstances signaling that the case will not move forward as planned. A new status conference is set for December XX 2025 which will determine next procedural steps. This type of delay generally reflects ongoing settlement discussions a need for more preparation or a change in legal representation rather than a ruling on the merits. Notably Eli Lillys"
X Link @Arya__Deniz 2025-10-14T22:31Z 1766 followers, 2021 engagements
"Thanks for sharing @BillAckman - as a $FNMA / $FMCC commons shareholder I am planning to submit the following comments. Open for feedback. To the Federal Housing Finance Agency As a long-term shareholder in Fannie Mae and Freddie Mac I strongly support a path to responsibly end conservatorship that honors both the rule of law and the economic reality that the Senior Preferred Stock (SPS) obligations have already been satisfied many times over. The enterprises have transferred over $XXX billion in dividends to the U.S. Treasury well in excess of the original funding plus a fair return. The"
X Link @Arya__Deniz 2025-10-16T15:12Z 1766 followers, 6811 engagements
"Navigating Inflation vs. Deflation In conclusion the United States finds itself at an economic inflection point. After battling the dragon of inflation and largely subduing it we now face the more subtle foe of disinflation a foe wearing the armor of high youth unemployment rapid technological change and global slack. This report has presented evidence that we shouldnt worry too much about inflation at this stage; the more salient threats are those of a cooling labor market and deflationary forces that could undermine growth. The Federal Reserve under Jerome Powells steady hand has already"
X Link @Arya__Deniz 2025-10-17T23:48Z 1766 followers, XXX engagements
"Link to the article:"
X Link @Arya__Deniz 2025-10-17T23:48Z 1767 followers, XXX engagements
"This chart summarizes the case for long $JPY. Do you remember July 2024 $SMH / $FXY ratio"
X Link @Arya__Deniz 2025-10-18T17:04Z 1766 followers, XXX engagements
"@blondesnmoney - I hate $GLD"
X Link @Arya__Deniz 2025-10-19T22:24Z 1766 followers, 1727 engagements
"Stan Druckenmiller and Jeff Feig (2009) - FXLM Fireside Chat Whenever someone uploads the video it gets taken down by YouTube - so I got the transcript. Tom (Audience): At Soros the risk management system was you. How did you think about the money Druckenmiller: Ive never had a fancy quantitative risk management control system overseeing me and neither did George for XX years before me. Between us theres one down year since 1969. Theres no VAR at Duquesnewell there was because banks made us put it in after XX. Every XX years you have a crisis and all systems based on history break down"
X Link @Arya__Deniz 2025-10-19T22:56Z 1766 followers, XXX engagements
"Torsten Slok works at Apollo one of the largest credit shops in the world. Have you EVER heard him say anything positive about equity markets I doubt it. His job is to advertise doom & gloom and push the incremental $$ from equity world to credit world ideally $APO"
X Link @Arya__Deniz 2025-10-20T00:27Z 1766 followers, XXX engagements
/creator/twitter::1714446178631233536/posts