[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.] [@PatientWealth](/creator/twitter/PatientWealth) "3/15 - The Historical Playbook Previous tariff cycles created these patterns: 📈 2018-2019: Domestic steel +47% while importers -XX% 📈 1930s: Agricultural equipment makers outperformed 📈 1980s: Auto parts suppliers beat OEMs 📈 2002: Solar panel manufacturers surged The pattern: Protection creates domestic champions"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946487644671615326) 2025-07-19 08:29:53 UTC XXX followers, XX engagements "@BowTiedBull 5/15 Here's the psychology trap: - Retail: "Markets are too high; I'll wait for a dip." - Institutions: "Valuations are stretched; we're underweight." - Hedge funds: "This rally is unsustainable; we're net short." Market: "Hold my beer." 🍺"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946860551285379183) 2025-07-20 09:11:41 UTC XXX followers, XX engagements "@BowTiedBull 4/15 Current market positioning tells the story: - VIX remains elevated despite new highs - Put/call ratios show defensive positioning - Cash levels at institutions are above average - "Buy the dip" crowd is waiting with dry powder Classic setup for a pain trade higher"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946860277691027497) 2025-07-20 09:10:35 UTC XXX followers, XX engagements "4/12 But here's the game-changer: Banks can now issue their own cryptocurrency as long as it's tied to stable assets. Think about that. JPMorgan ($JPM) Bank of America ($BAC) Wells Fargo ($WFC) - they can all become crypto issuers under this framework"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1947371507665011193) 2025-07-21 19:02:02 UTC XXX followers, XX engagements "12/15: 🏭 PLAY #10: GOVERNMENT CONTRACTORS The bill creates a 4-year procurement supercycle. Prime contractors already positioning: $BA (Boeing) - Transportation $GD (General Dynamics) - IT systems $CACI (CACI International) - Border tech These are 20-40% government revenue companies"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1941778598446149994) 2025-07-06 08:37:49 UTC XXX followers, XX engagements "5/15 - Category 1: Domestic Substitutes When imports get expensive domestic alternatives shine: 🏭 Manufacturing: $CAT $DE (equipment vs. Chinese imports) 🔧 Industrial: $EMR $HON (automation vs. labor arbitrage) 🛠 Materials: $NUE $STLD (steel vs. foreign competition) These aren't just stocks. They're policy hedges"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946487864427991151) 2025-07-19 08:30:45 UTC XXX followers, XX engagements "1/12 🧵Crypto just hit $3.78T market cap with bulls back in control. But this isn't just another number to celebrate. This milestone + the GENIUS Act + institutional infrastructure = the foundation for the next phase of digital finance. Here's what's really happening: 👇"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1947371504829714753) 2025-07-21 19:02:01 UTC XXX followers, XX engagements "3/12 The GENIUS Act does something crucial: It sets rules for stablecoin issuers requiring them to hold reserves of stable assets (like dollars) to back their cryptocurrencies. Translation: Consumer protection + institutional confidence = bigger money flows"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1947371506645749854) 2025-07-21 19:02:02 UTC XXX followers, X engagements "@BoomerDivvies It's a slippery slope for sure I struggle with this sometimes and it's a fine balancing act between the occasional splurge and all out saving"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946637480582586603) 2025-07-19 18:25:16 UTC XXX followers, XX engagements "2/15 - The Obvious vs. The Opportunity What everyone sees: ❌ Tariffs = higher costs ❌ Higher costs = inflation ❌ Inflation = bad for stocks What smart money sees: ✅ Trade barriers = domestic advantage ✅ Supply chain shifts = new winners ✅ Policy uncertainty = mispricing opportunities"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946487484751425592) 2025-07-19 08:29:15 UTC XXX followers, XX engagements "8/15 - Category 4: Pricing Power Players Brands that can pass inflation through to consumers: 🥤 Consumer Staples: $KO $PG (pricing power moats) 🏥 Healthcare: $JNJ $PFE (inelastic demand) 🏪 Discount Retail: $WMT $COST (volume benefits) 🔌 Utilities: $NEE $SO (regulated price increases)"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946488186638643376) 2025-07-19 08:32:02 UTC XXX followers, XX engagements "5/12 This means the $3.7T market cap isn't the ceiling - it's the floor. When traditional banks start issuing crypto with full regulatory backing we're talking about a completely different scale of institutional adoption"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1947371508566732970) 2025-07-21 19:02:02 UTC XXX followers, X engagements "14/15 - The Bottom Line Tariffs aren't just about 0.1pp inflation. They're about: - Massive capital reallocation - Supply chain transformation - Geopolitical investment themes - Domestic vs. international arbitrage The real money is in the second-order effects"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946488883241165146) 2025-07-19 08:34:48 UTC XXX followers, XX engagements "11/15 - The Contrarian Timing Why now is the opportunity: 😨 Market: Focused on tariff negatives 📉 Valuations: Many domestic plays undervalued 🏛 Policy: Trade protection likely to accelerate Timing: Before the theme becomes obvious Fear creates the best entry points"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946488543968198905) 2025-07-19 08:33:27 UTC XXX followers, XX engagements "2/12 First let's talk timing. This $3.7T milestone coincides with Trump signing the GENIUS Act - America's first major cryptocurrency legislation. This isn't coincidence. It's institutions finally getting the regulatory clarity they've been waiting for. $BTC $ETH"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1947371505689526681) 2025-07-21 19:02:02 UTC XXX followers, XX engagements "4/15 - The X Indirect Winner Categories X Domestic Substitutes: Companies that replace imports X Supply Chain Reshoring: Logistics and manufacturing X Input Cost Hedgers: Natural resource plays X Pricing Power Players: Brands that can pass costs through X Trade War Beneficiaries: Countries/companies filling gaps"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946487750758383904) 2025-07-19 08:30:18 UTC XXX followers, XX engagements "15/15 - The Action Plan Your tariff playbook: X Identify: Which of your holdings are import-dependent X Research: Domestic alternatives in those sectors X Position: Gradually build exposure to beneficiaries X Monitor: Policy developments and supply chain data"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946488999968747821) 2025-07-19 08:35:16 UTC XXX followers, XX engagements "12/15 - The Risk Management Angle How to play this without getting burned: ✅ Diversify: Don't go all-in on one theme ✅ Quality: Focus on companies with strong fundamentals ✅ Timing: Scale in gradually as themes develop ✅ Hedging: Balance with global exposure"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946488654521585770) 2025-07-19 08:33:53 UTC XXX followers, XX engagements "6/15 - Category 2: Supply Chain Reshoring The "near-shoring" and "friend-shoring" mega-trend: 🚚 Logistics: $FDX $UPS (domestic shipping surge) 🏗 Industrial REITs: $PLD $EXR (warehouse demand) 🏭 Automation: $ROK $ABB (replacing cheap labor) Mexico plays: $EWW (USMCA beneficiary)"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946487976554299606) 2025-07-19 08:31:12 UTC XXX followers, XX engagements "10/15 - The Inflation Hedge Angle If tariffs do add inflation these sectors historically outperform: 📊 Real Assets: REITs commodities infrastructure 📊 Pricing Power: Utilities consumer staples healthcare 📊 Float Beneficiaries: Banks insurance (rising rates) 📊 Hard Assets: Energy materials agriculture"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946488402590716020) 2025-07-19 08:32:53 UTC XXX followers, XX engagements "@heyrarebot I feel the same way too I try to think of it as gradually replacing parts of my expenses (e.g phone bill Netflix etc.) to keep the motivation up. We'll all get there"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946945993536086027) 2025-07-20 14:51:12 UTC XXX followers, XX engagements "7/15 - Category 3: Input Cost Hedgers Companies that benefit from commodity price volatility: ⚡ Energy: $XOM $CVX (energy independence theme) 🥇 Metals: $FCX $AA (domestic resource advantage) 🌾 Agriculture: $ADM $BG (food security plays) 💧 Water: $AWK $AWR (infrastructure necessity)"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946488070565679356) 2025-07-19 08:31:34 UTC XXX followers, XXX engagements "9/15 - Category 5: Trade War Beneficiaries Countries and regions that benefit from US-China tensions: Vietnam: $VNM (manufacturing shift) India: $INDA (tech services alternative) South Korea: $EWY (semiconductor ally) Taiwan: $EWT (chip manufacturing) Geographic arbitrage plays"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946488295480774965) 2025-07-19 08:32:28 UTC XXX followers, XXX engagements "3/12 - 🎯 THE DARK HORSE: Taiwan Semiconductor - $TSM Current market cap: $1.2T While everyone fights over AI software and chips $TSM controls the ENTIRE supply chain. They manufacture XX% of the world's most advanced semiconductors. No TSM = No AI revolution. Period"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1942286647153864912) 2025-07-07 18:16:37 UTC XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@PatientWealth
"3/15 - The Historical Playbook Previous tariff cycles created these patterns: 📈 2018-2019: Domestic steel +47% while importers -XX% 📈 1930s: Agricultural equipment makers outperformed 📈 1980s: Auto parts suppliers beat OEMs 📈 2002: Solar panel manufacturers surged The pattern: Protection creates domestic champions"
@PatientWealth on X 2025-07-19 08:29:53 UTC XXX followers, XX engagements
"@BowTiedBull 5/15 Here's the psychology trap: - Retail: "Markets are too high; I'll wait for a dip." - Institutions: "Valuations are stretched; we're underweight." - Hedge funds: "This rally is unsustainable; we're net short." Market: "Hold my beer." 🍺" @PatientWealth on X 2025-07-20 09:11:41 UTC XXX followers, XX engagements
"@BowTiedBull 4/15 Current market positioning tells the story: - VIX remains elevated despite new highs - Put/call ratios show defensive positioning - Cash levels at institutions are above average - "Buy the dip" crowd is waiting with dry powder Classic setup for a pain trade higher" @PatientWealth on X 2025-07-20 09:10:35 UTC XXX followers, XX engagements
"4/12 But here's the game-changer: Banks can now issue their own cryptocurrency as long as it's tied to stable assets. Think about that. JPMorgan ($JPM) Bank of America ($BAC) Wells Fargo ($WFC) - they can all become crypto issuers under this framework" @PatientWealth on X 2025-07-21 19:02:02 UTC XXX followers, XX engagements
"12/15: 🏭 PLAY #10: GOVERNMENT CONTRACTORS The bill creates a 4-year procurement supercycle. Prime contractors already positioning: $BA (Boeing) - Transportation $GD (General Dynamics) - IT systems $CACI (CACI International) - Border tech These are 20-40% government revenue companies" @PatientWealth on X 2025-07-06 08:37:49 UTC XXX followers, XX engagements
"5/15 - Category 1: Domestic Substitutes When imports get expensive domestic alternatives shine: 🏭 Manufacturing: $CAT $DE (equipment vs. Chinese imports) 🔧 Industrial: $EMR $HON (automation vs. labor arbitrage) 🛠 Materials: $NUE $STLD (steel vs. foreign competition) These aren't just stocks. They're policy hedges" @PatientWealth on X 2025-07-19 08:30:45 UTC XXX followers, XX engagements
"1/12 🧵Crypto just hit $3.78T market cap with bulls back in control. But this isn't just another number to celebrate. This milestone + the GENIUS Act + institutional infrastructure = the foundation for the next phase of digital finance. Here's what's really happening: 👇" @PatientWealth on X 2025-07-21 19:02:01 UTC XXX followers, XX engagements
"3/12 The GENIUS Act does something crucial: It sets rules for stablecoin issuers requiring them to hold reserves of stable assets (like dollars) to back their cryptocurrencies. Translation: Consumer protection + institutional confidence = bigger money flows" @PatientWealth on X 2025-07-21 19:02:02 UTC XXX followers, X engagements
"@BoomerDivvies It's a slippery slope for sure I struggle with this sometimes and it's a fine balancing act between the occasional splurge and all out saving" @PatientWealth on X 2025-07-19 18:25:16 UTC XXX followers, XX engagements
"2/15 - The Obvious vs. The Opportunity What everyone sees: ❌ Tariffs = higher costs ❌ Higher costs = inflation ❌ Inflation = bad for stocks What smart money sees: ✅ Trade barriers = domestic advantage ✅ Supply chain shifts = new winners ✅ Policy uncertainty = mispricing opportunities" @PatientWealth on X 2025-07-19 08:29:15 UTC XXX followers, XX engagements
"8/15 - Category 4: Pricing Power Players Brands that can pass inflation through to consumers: 🥤 Consumer Staples: $KO $PG (pricing power moats) 🏥 Healthcare: $JNJ $PFE (inelastic demand) 🏪 Discount Retail: $WMT $COST (volume benefits) 🔌 Utilities: $NEE $SO (regulated price increases)" @PatientWealth on X 2025-07-19 08:32:02 UTC XXX followers, XX engagements
"5/12 This means the $3.7T market cap isn't the ceiling - it's the floor. When traditional banks start issuing crypto with full regulatory backing we're talking about a completely different scale of institutional adoption" @PatientWealth on X 2025-07-21 19:02:02 UTC XXX followers, X engagements
"14/15 - The Bottom Line Tariffs aren't just about 0.1pp inflation. They're about: - Massive capital reallocation - Supply chain transformation - Geopolitical investment themes - Domestic vs. international arbitrage The real money is in the second-order effects" @PatientWealth on X 2025-07-19 08:34:48 UTC XXX followers, XX engagements
"11/15 - The Contrarian Timing Why now is the opportunity: 😨 Market: Focused on tariff negatives 📉 Valuations: Many domestic plays undervalued 🏛 Policy: Trade protection likely to accelerate Timing: Before the theme becomes obvious Fear creates the best entry points" @PatientWealth on X 2025-07-19 08:33:27 UTC XXX followers, XX engagements
"2/12 First let's talk timing. This $3.7T milestone coincides with Trump signing the GENIUS Act - America's first major cryptocurrency legislation. This isn't coincidence. It's institutions finally getting the regulatory clarity they've been waiting for. $BTC $ETH" @PatientWealth on X 2025-07-21 19:02:02 UTC XXX followers, XX engagements
"4/15 - The X Indirect Winner Categories X Domestic Substitutes: Companies that replace imports X Supply Chain Reshoring: Logistics and manufacturing X Input Cost Hedgers: Natural resource plays X Pricing Power Players: Brands that can pass costs through X Trade War Beneficiaries: Countries/companies filling gaps" @PatientWealth on X 2025-07-19 08:30:18 UTC XXX followers, XX engagements
"15/15 - The Action Plan Your tariff playbook: X Identify: Which of your holdings are import-dependent X Research: Domestic alternatives in those sectors X Position: Gradually build exposure to beneficiaries X Monitor: Policy developments and supply chain data" @PatientWealth on X 2025-07-19 08:35:16 UTC XXX followers, XX engagements
"12/15 - The Risk Management Angle How to play this without getting burned: ✅ Diversify: Don't go all-in on one theme ✅ Quality: Focus on companies with strong fundamentals ✅ Timing: Scale in gradually as themes develop ✅ Hedging: Balance with global exposure" @PatientWealth on X 2025-07-19 08:33:53 UTC XXX followers, XX engagements
"6/15 - Category 2: Supply Chain Reshoring The "near-shoring" and "friend-shoring" mega-trend: 🚚 Logistics: $FDX $UPS (domestic shipping surge) 🏗 Industrial REITs: $PLD $EXR (warehouse demand) 🏭 Automation: $ROK $ABB (replacing cheap labor) Mexico plays: $EWW (USMCA beneficiary)" @PatientWealth on X 2025-07-19 08:31:12 UTC XXX followers, XX engagements
"10/15 - The Inflation Hedge Angle If tariffs do add inflation these sectors historically outperform: 📊 Real Assets: REITs commodities infrastructure 📊 Pricing Power: Utilities consumer staples healthcare 📊 Float Beneficiaries: Banks insurance (rising rates) 📊 Hard Assets: Energy materials agriculture" @PatientWealth on X 2025-07-19 08:32:53 UTC XXX followers, XX engagements
"@heyrarebot I feel the same way too I try to think of it as gradually replacing parts of my expenses (e.g phone bill Netflix etc.) to keep the motivation up. We'll all get there" @PatientWealth on X 2025-07-20 14:51:12 UTC XXX followers, XX engagements
"7/15 - Category 3: Input Cost Hedgers Companies that benefit from commodity price volatility: ⚡ Energy: $XOM $CVX (energy independence theme) 🥇 Metals: $FCX $AA (domestic resource advantage) 🌾 Agriculture: $ADM $BG (food security plays) 💧 Water: $AWK $AWR (infrastructure necessity)" @PatientWealth on X 2025-07-19 08:31:34 UTC XXX followers, XXX engagements
"9/15 - Category 5: Trade War Beneficiaries Countries and regions that benefit from US-China tensions: Vietnam: $VNM (manufacturing shift) India: $INDA (tech services alternative) South Korea: $EWY (semiconductor ally) Taiwan: $EWT (chip manufacturing) Geographic arbitrage plays" @PatientWealth on X 2025-07-19 08:32:28 UTC XXX followers, XXX engagements
"3/12 - 🎯 THE DARK HORSE: Taiwan Semiconductor - $TSM Current market cap: $1.2T While everyone fights over AI software and chips $TSM controls the ENTIRE supply chain. They manufacture XX% of the world's most advanced semiconductors. No TSM = No AI revolution. Period" @PatientWealth on X 2025-07-07 18:16:37 UTC XXX followers, XX engagements