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[@markoinny](/creator/twitter/markoinny)
"$RGTI and $OKLO most bizarre stocks I ever saw (and bunch of similar in these two themes). Most will go to zero after rally but timing of that is uncertain"  
[X Link](https://x.com/markoinny/status/1978182420303061292) [@markoinny](/creator/x/markoinny) 2025-10-14T19:33Z 52.1K followers, 117.9K engagements


"Trade war raging (chips soy.) president wants to fire Fed chair Government is shut down investors maxed out signs of slowdown everywhere (trucking jobs .) cracks in credit political violence deportations . I really can't figure out why is everyone bullish stocks"  
[X Link](https://x.com/markoinny/status/1974163177190641906) [@markoinny](/creator/x/markoinny) 2025-10-03T17:22Z 52.1K followers, 87K engagements


"Black Monday was in October"  
[X Link](https://x.com/markoinny/status/1974166651512979521) [@markoinny](/creator/x/markoinny) 2025-10-03T17:36Z 52.1K followers, 583.9K engagements


"Many ridiculed this I wonder how they feel right now"  
[X Link](https://x.com/markoinny/status/1976672543777177644) [@markoinny](/creator/x/markoinny) 2025-10-10T15:33Z 52.1K followers, 711K engagements


"If you liked $NVDA at $XXX you will love it at $120"  
[X Link](https://x.com/markoinny/status/1976734268941316438) [@markoinny](/creator/x/markoinny) 2025-10-10T19:39Z 52.1K followers, 195.3K engagements


"Sunday TACO: Don't worry about China Trump doesn't want market crash President Xi just had a bad moment patronizing slightly offensive He doesn't want Depression for his country threat projection The USA want to help China lie"  
[X Link](https://x.com/markoinny/status/1977426768710582645) [@markoinny](/creator/x/markoinny) 2025-10-12T17:30Z 52.1K followers, 172.2K engagements


"Interesting bitcoin is below Friday night level (before taco). Maybe it knows something"  
[X Link](https://x.com/markoinny/status/1978489955572650140) [@markoinny](/creator/x/markoinny) 2025-10-15T15:55Z 52.1K followers, 36.8K engagements


"For all the populist main st tough talk there was likely no president in history owned as much by Wall st as Trump. Not entirely surprising given most of his family asset are in low quality high beta speculative 'stocks' (crypto). Chinese know it and going for a kill"  
[X Link](https://x.com/markoinny/status/1979167171604295705) [@markoinny](/creator/x/markoinny) 2025-10-17T12:46Z 52.1K followers, 34.3K engagements


"Many cryptos have given back gains not just from the last FED but all gains since Jackson Hole. To the extent they lead stocks implications are negative"  
[X Link](https://x.com/markoinny/status/1969982729002299560) [@markoinny](/creator/x/markoinny) 2025-09-22T04:30Z 52K followers, 37.5K engagements


"I think the most bizarre two stocks of this bubble will turn out to be $OKLO and $RGTI. Truly remarkable. Timing of these shorts is tricky"  
[X Link](https://x.com/markoinny/status/1976667750501417354) [@markoinny](/creator/x/markoinny) 2025-10-10T15:14Z 52.1K followers, 20.4K engagements


"Depends precisely how we close but my estimate of X day systatic selling is roughly equivalent of X month worth of retail buying. Big part of past months' rally was riding systematic tailwinds"  
[X Link](https://x.com/markoinny/status/1976685401718096324) [@markoinny](/creator/x/markoinny) 2025-10-10T16:24Z 52.1K followers, 135.9K engagements


"Selloff today has little do with tariffs. Extreme leverage/valuations fraudulent cos that rallied 2-3x in the last month of the bubble. Bucket of fuel waiting for a spark. Many knew its a bubble and played it assuming they will know when to exit"  
[X Link](https://x.com/markoinny/status/1976792840266264626) [@markoinny](/creator/x/markoinny) 2025-10-10T23:31Z 52.1K followers, 219.5K engagements


"When this happens you have VAR shocks. Trump was not the reason and nothing he says can prevent program selling"  
[X Link](https://x.com/markoinny/status/1976799444810248448) [@markoinny](/creator/x/markoinny) 2025-10-10T23:58Z 52.1K followers, 303.4K engagements


"Detaining church leader Port fees for US ships QCOM investigation No soybean purchases NVDA chips ban REE Export Controls No it's not "just Trump and Xi misunderstanding". ETH "risk appetite" is irrelevant for systematic selling"  
[X Link](https://x.com/markoinny/status/1977398565170254268) [@markoinny](/creator/x/markoinny) 2025-10-12T15:38Z 52.1K followers, 35.7K engagements


"While LETFs and some CTAs sold on Friday most of the strategies rely on closing mark to calculate new exposure: Volatility targeters RP and other risk based allocations. They don't trade pre market. That means the significant selling should come during regular hours today"  
[X Link](https://x.com/markoinny/status/1977693929593024557) [@markoinny](/creator/x/markoinny) 2025-10-13T11:12Z 52.1K followers, 55.3K engagements


"Bitcoin falling do friends and family know something"  
[X Link](https://x.com/markoinny/status/1978851807368462497) [@markoinny](/creator/x/markoinny) 2025-10-16T15:53Z 52.1K followers, 24.2K engagements


"Squeeze of vol selling strategies and scramble for protection. VIX move X times bigger than SPX"  
[X Link](https://x.com/markoinny/status/1978910736546968022) [@markoinny](/creator/x/markoinny) 2025-10-16T19:47Z 52.1K followers, 29.4K engagements


"Turns out it was X days later"  
[X Link](https://x.com/markoinny/status/1979061420051267833) [@markoinny](/creator/x/markoinny) 2025-10-17T05:46Z 52.1K followers, 29.4K engagements


"Only limited impact of taco on bitcoin so far. Insiders not buying it. VIX still high. Problems are of different nature to be tweeted away by Trump"  
[X Link](https://x.com/markoinny/status/1979164302570320050) [@markoinny](/creator/x/markoinny) 2025-10-17T12:35Z 52.1K followers, 17.3K engagements


"The fact that "there is not going to be XXX% tariffs" all in taco can only keep market flat and VIX at XX is not bullish"  
[X Link](https://x.com/markoinny/status/1979199919073132571) [@markoinny](/creator/x/markoinny) 2025-10-17T14:56Z 52.1K followers, 28K engagements


"@Ross__Hendricks Another problem with that view is also that is intellectually dishonest (when it comes to investment analysis)"  
[X Link](https://x.com/markoinny/status/1980050172542320814) [@markoinny](/creator/x/markoinny) 2025-10-19T23:15Z 52.1K followers, 5964 engagements