[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.]

[@investingwithMG](/creator/twitter/investingwithMG)
"Whats one reason we turn bearish in the short- to medium-term if: X more rate cuts expected in XX (98% chance of a 25bps on Wed. per FedWatch). + Strong Q3 earnings season so far with $MSFT $META $GOOG $AAPL & $AMZN all reporting this week. + U.S.-China trade deal"  
[X Link](https://x.com/investingwithMG/status/1982450684797530133) [@investingwithMG](/creator/x/investingwithMG) 2025-10-26T14:14Z XXX followers, XX engagements


"$OSCR $UNH reports Q3 earnings tomorrow. Street is expecting EPS of $XXXX on revenue of $113.3B with a MLR of 90.7%. Wouldnt be surprised to see a high MLR and EPS miss as a result. Usage remains high as seen with $MOH last week. $OSCR took a hit on $MOH results"  
[X Link](https://x.com/investingwithMG/status/1983014251221451116) [@investingwithMG](/creator/x/investingwithMG) 2025-10-28T03:33Z XXX followers, XXX engagements


"1/ PayPal The $PYPL x OpenAI partnership makes PayPal the first payments wallet integrated into ChatGPT embedding it directly into ChatGPTs expanding e-commerce ecosystem. PayPal will be embedded into 800M+ weekly ChatGPT users unlocking massive reach"  
[X Link](https://x.com/investingwithMG/status/1983171483959734364) [@investingwithMG](/creator/x/investingwithMG) 2025-10-28T13:58Z XXX followers, XX engagements


"$PYPL Up nearly +17% in PM trading. Finishes up +4%. Disappointing price movement but hard not to be optimistic following a better-than-expected Q3 report raised guidance & $GOOG & ChatGPT partnerships. Looks like $PYPL is finally turning the corner under CEO Alex Chriss"  
[X Link](https://x.com/investingwithMG/status/1983271814618067399) [@investingwithMG](/creator/x/investingwithMG) 2025-10-28T20:37Z XXX followers, XXX engagements


"$PYPL Back to the usual PainPal. Down X% at the open. $XX yesterday to $XX now. Price action fundamentals here. The companys focusing on branded checkout and positioning for AI-driven shopping with its $GOOG and OpenAI deals. Q3 earnings were strong too. Patience is key"  
[X Link](https://x.com/investingwithMG/status/1983533658347590091) [@investingwithMG](/creator/x/investingwithMG) 2025-10-29T13:57Z XXX followers, XX engagements


"Futures point to a mixed open following yesterdays dip driven by concerns over regional banks loan exposure. More banks including regional lenders $CMA and $FITB report earnings today: 🟢 S&P futures +0.03% 🔴 Nasdaq futures -XXXX% 🟢 Dow futures +0.20%"  
[X Link](https://x.com/investingwithMG/status/1979167745938743789) [@investingwithMG](/creator/x/investingwithMG) 2025-10-17T12:48Z XXX followers, XX engagements


"WTI crude is at $XXXXX. U.S. gas prices fell to a four-year low today. The 10-year Treasury yield is below 4%. Trump said today that he will visit China early next year. Regional bank $ZION reported strong Q3 earnings easing credit concerns. Some tailwinds for equities"  
[X Link](https://x.com/investingwithMG/status/1980404741206376590) [@investingwithMG](/creator/x/investingwithMG) 2025-10-20T22:44Z XXX followers, XXX engagements


"$CCJ As data centers push global energy demand to new highs nuclear power is stepping up to close the gap. Heres how Cameco - a top uranium producer with capacity of 30M+ lbs a year - fits into the story (a thread): Current price: $88.13"  
[X Link](https://x.com/investingwithMG/status/1982615400144851454) [@investingwithMG](/creator/x/investingwithMG) 2025-10-27T01:08Z XXX followers, XXX engagements


"3/ Nuclear & AI AI data centre growth drove a XXX% rise in global electricity demand in 2024 with data centres using XXX% of total power. The IEA projects data centre energy use to reach XXX TWh by 2030 (3% of global demand)"  
[X Link](https://x.com/investingwithMG/status/1982615409229729936) [@investingwithMG](/creator/x/investingwithMG) 2025-10-27T01:08Z XXX followers, XX engagements


"4/ Financials Camecos 2024 revenue rose XXXX% YoY to $3.14B while Q2 2025 revenue was up XXXX% YoY to $877M. Gross profit climbed XXXX% YoY to $783M in 2024 and rose XXXX% YoY to $257M in Q2 2025 reflecting strong momentum"  
[X Link](https://x.com/investingwithMG/status/1982615412002246925) [@investingwithMG](/creator/x/investingwithMG) 2025-10-27T01:08Z XXX followers, XX engagements


"@KobeissiLetter Yet another tailwind for stocks as liquidity moves from gold back to stocks"  
[X Link](https://x.com/investingwithMG/status/1982822390754132290) [@investingwithMG](/creator/x/investingwithMG) 2025-10-27T14:51Z XXX followers, XXX engagements


"$PYPL Some solid movement in overnight trading up nearly 2%. Hopefully its a sign of things to come heading into Q3 earnings tomorrow. Wall Street is looking for EPS of $XXXX on revenue of $XXXX billion"  
[X Link](https://x.com/investingwithMG/status/1983010461139513851) [@investingwithMG](/creator/x/investingwithMG) 2025-10-28T03:18Z XXX followers, XXX engagements


"$PYPL Solid Q3 earnings. Some highlights: 🟢 EPS: $XXXX vs. $XXXX expected 🟢 Revenue: $8.42B vs. $8.24B expected ✅ Approved a $XXXX quarterly dividend ✅ Repurchased 21M shares in Q3 ✅ Raised FY25 EPS guidance ✅ Payments wallet deal with OpenAIs ChatGPT() 🟢+14% in PM"  
[X Link](https://x.com/investingwithMG/status/1983142810070012396) [@investingwithMG](/creator/x/investingwithMG) 2025-10-28T12:04Z XXX followers, XX engagements


"$CCJ Cameco and Brookfield have signed a deal with the U.S. govt to build nuclear reactors in the U.S. Under the agreement the U.S. govt will help finance and fast-track approvals for Westinghouse reactors with a planned investment of at least $80B. Huge. 🟢 $CCJ +15%"  
[X Link](https://x.com/investingwithMG/status/1983167220864954700) [@investingwithMG](/creator/x/investingwithMG) 2025-10-28T13:41Z XXX followers, XX engagements


"$PYPL PayPal and OpenAI are teaming up to integrate PayPals payment system directly into ChatGPT. Starting in 2026 shoppers and merchants will be able to complete transactions seamlessly within ChatGPT. This collaboration benefits everyone involved - heres how (a thread) 👇"  
[X Link](https://x.com/investingwithMG/status/1983171480549765571) [@investingwithMG](/creator/x/investingwithMG) 2025-10-28T13:58Z XXX followers, XX engagements


"2/ OpenAI Provides a major payments provider and a vast merchant catalogue to develop its agentic e-commerce ecosystem further embedding ChatGPT into peoples everyday lives"  
[X Link](https://x.com/investingwithMG/status/1983171486325309715) [@investingwithMG](/creator/x/investingwithMG) 2025-10-28T13:58Z XXX followers, XX engagements


"3/ Consumers Provides a personalized shopping experience leveraging AI to recommend products based on individual preferences while also providing Purchase Protection"  
[X Link](https://x.com/investingwithMG/status/1983171489018065136) [@investingwithMG](/creator/x/investingwithMG) 2025-10-28T13:58Z XXX followers, XX engagements


"4/ Merchants PayPal will connect its global merchant base to OpenAI enabling tens of millions of small businesses and large brands to embed themselves into ChatGPT and reach its massive user base"  
[X Link](https://x.com/investingwithMG/status/1983171491442446592) [@investingwithMG](/creator/x/investingwithMG) 2025-10-28T13:58Z XXX followers, XX engagements


"Futures point to a GREEN open ahead of a busy week featuring the FOMCs rate cut decision earnings from $MSFT $GOOG $META $AAPL and $AMZN and optimism over a potential U.S.-China trade deal: 🟢 S&P futures +0.79% 🟢 Nasdaq futures +1.26% 🟢 Dow futures +0.47%"  
[X Link](https://x.com/investingwithMG/status/1982789816648364316) [@investingwithMG](/creator/x/investingwithMG) 2025-10-27T12:41Z XXX followers, XXX engagements


"$PYPL + $GOOG Google published a blog today detailing the specifics of PayPal and Googles partnership to deliver agentic commerce. The partnership was first announced in September. Heres what this means for PayPal as it embeds itself into Googles AI ecosystem (a thread):"  
[X Link](https://x.com/investingwithMG/status/1982891914488885394) [@investingwithMG](/creator/x/investingwithMG) 2025-10-27T19:27Z XXX followers, XX engagements


"1/ Agentic AI Shopping Experience $PYPL and $GOOG are bringing agentic shopping experiences that combine Google Clouds Conversational Commerce agents with PayPals payment system. As e-commerce continues to grow agentic AI is set to play a central role in this experience"  
[X Link](https://x.com/investingwithMG/status/1982891918007967916) [@investingwithMG](/creator/x/investingwithMG) 2025-10-27T19:27Z XXX followers, XX engagements


"If we get: 1) A dovish Powell today. 2) Strong earnings from $GOOG $MSFT & $META today & $AAPL & $AMZN tomorrow. 3) U.S.-China trade deal tomorrow. S&P XXX hits 7000"  
[X Link](https://x.com/investingwithMG/status/1983541601986064728) [@investingwithMG](/creator/x/investingwithMG) 2025-10-29T14:29Z XXX followers, XXX engagements