LunarCrush LLM | creator/twitter::1970882293062615040/posts

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[@optima_t](/creator/twitter/optima_t)
"@vicentezotti Luckin Coffee $LKNCY will add to the headwinds with an aggressive growth strategy"  
[X Link](https://x.com/optima_t/status/1973163944291475506) [@optima_t](/creator/x/optima_t) 2025-09-30T23:11Z XXX followers, XXX engagements


"🚨 BEAR CALL DEBUNKED The "pending XX% collapse" call for Brazil's domestic coffee demand is not just misleadingit's historically highly improbable and unprecedented. ☕ Our analysis of XX years of extreme economic stress (hyperinflation debt crises severe recessions) shows that Brazilian coffee is a non-negotiable daily staple not a luxury. Consumers cut major purchases but their small affordable comfort remains. Key Data Highlights: - In XX years Brazilian domestic consumption NEVER declined by more than XXX million bags. - Demand stayed stable through hyperinflation & the worst modern"  
[X Link](https://x.com/optima_t/status/1977740370793357658) [@optima_t](/creator/x/optima_t) 2025-10-13T14:17Z XXX followers, XXX engagements


"China still remains a huge potential market that is not developed fully. China could experience a rapid growth in consumer adoption similar to that which Japan experienced during its economic boom in the 1980s. Luckin Coffee ($LKNCY) a Chinese coffee chain is aggressively growing its footprint in China and the broader world. Here's a long-term chart of coffee consumption growth in Japan - notice the rapid growth"  
[X Link](https://x.com/optima_t/status/1978938401475694678) [@optima_t](/creator/x/optima_t) 2025-10-16T21:37Z XXX followers, XX engagements


"Yes coffee prices rose over the past year but zooming out over a very long time series one can see coffee prices have lagged materially. Coffee traded in a band of $1-3/lb for almost XX years while inflation gradually crept upward. Coffee's prior peak was $3.66/lb in 1977 which is equivalent to $18/lb today. It took nearly XX years to reach a new nominal price high. The price of $KC_F green coffee is about $4/lb today - so it's still far below peak. Low coffee prices have led to a substantial drawdown of global coffee inventory - inventory relative to consumption is now the lowest in 50"  
[X Link](https://x.com/optima_t/status/1979038272979374532) [@optima_t](/creator/x/optima_t) 2025-10-17T04:14Z XXX followers, XX engagements


"CPI is massively gamed - helps keep US treasury borrowing costs low while inflation acts as a stealth tax for billions of people globally. For example look at OER (owner's equivalent rent) and other hedonic quality adjustments - over half of the basket excl energy and food is super easy to game using a black box calculation for rising housing prices (CPI adjustments create a massive lag - just look at CPI index for a house or rent XX years ago vs today and compare it to actual index values)"  
[X Link](https://x.com/optima_t/status/1978845895253753890) [@optima_t](/creator/x/optima_t) 2025-10-16T15:30Z XXX followers, 1855 engagements


"Rotations can occur - in a down market the trend will reverse. When investors are risk-seeking and euphoric everyone tends to dream the dream and extend valuations for speculative companies. that sentiment can turn on a dime. cash flow and fundamentals always provide support very long term"  
[X Link](https://x.com/optima_t/status/1978865017484354031) [@optima_t](/creator/x/optima_t) 2025-10-16T16:46Z XXX followers, XXX engagements


"US-Brazil trade talks continue Yesterday's meeting (Oct 16) between Sec. Rubio & Brazil's team (Minister Vieira) ended with no tariff deal but was called "constructive." Political analyst whispers suggest Minister Vieira was surprised by Rubio's direct hard-line approach (typical of Rubio) much of the focus reportedly on judicial reform (reigning in Alexandre de Moraes) not just trade. It's important to note that U.S. Trade Representative Jamieson Greer was also present at the meeting with Rubio. @BolsonaroSP pointed out that Greer previously highlighted necessary judicial reforms when"  
[X Link](https://x.com/optima_t/status/1979180386078142664) [@optima_t](/creator/x/optima_t) 2025-10-17T13:39Z XXX 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.]

@optima_t "@vicentezotti Luckin Coffee $LKNCY will add to the headwinds with an aggressive growth strategy"
X Link @optima_t 2025-09-30T23:11Z XXX followers, XXX engagements

"🚨 BEAR CALL DEBUNKED The "pending XX% collapse" call for Brazil's domestic coffee demand is not just misleadingit's historically highly improbable and unprecedented. ☕ Our analysis of XX years of extreme economic stress (hyperinflation debt crises severe recessions) shows that Brazilian coffee is a non-negotiable daily staple not a luxury. Consumers cut major purchases but their small affordable comfort remains. Key Data Highlights: - In XX years Brazilian domestic consumption NEVER declined by more than XXX million bags. - Demand stayed stable through hyperinflation & the worst modern"
X Link @optima_t 2025-10-13T14:17Z XXX followers, XXX engagements

"China still remains a huge potential market that is not developed fully. China could experience a rapid growth in consumer adoption similar to that which Japan experienced during its economic boom in the 1980s. Luckin Coffee ($LKNCY) a Chinese coffee chain is aggressively growing its footprint in China and the broader world. Here's a long-term chart of coffee consumption growth in Japan - notice the rapid growth"
X Link @optima_t 2025-10-16T21:37Z XXX followers, XX engagements

"Yes coffee prices rose over the past year but zooming out over a very long time series one can see coffee prices have lagged materially. Coffee traded in a band of $1-3/lb for almost XX years while inflation gradually crept upward. Coffee's prior peak was $3.66/lb in 1977 which is equivalent to $18/lb today. It took nearly XX years to reach a new nominal price high. The price of $KC_F green coffee is about $4/lb today - so it's still far below peak. Low coffee prices have led to a substantial drawdown of global coffee inventory - inventory relative to consumption is now the lowest in 50"
X Link @optima_t 2025-10-17T04:14Z XXX followers, XX engagements

"CPI is massively gamed - helps keep US treasury borrowing costs low while inflation acts as a stealth tax for billions of people globally. For example look at OER (owner's equivalent rent) and other hedonic quality adjustments - over half of the basket excl energy and food is super easy to game using a black box calculation for rising housing prices (CPI adjustments create a massive lag - just look at CPI index for a house or rent XX years ago vs today and compare it to actual index values)"
X Link @optima_t 2025-10-16T15:30Z XXX followers, 1855 engagements

"Rotations can occur - in a down market the trend will reverse. When investors are risk-seeking and euphoric everyone tends to dream the dream and extend valuations for speculative companies. that sentiment can turn on a dime. cash flow and fundamentals always provide support very long term"
X Link @optima_t 2025-10-16T16:46Z XXX followers, XXX engagements

"US-Brazil trade talks continue Yesterday's meeting (Oct 16) between Sec. Rubio & Brazil's team (Minister Vieira) ended with no tariff deal but was called "constructive." Political analyst whispers suggest Minister Vieira was surprised by Rubio's direct hard-line approach (typical of Rubio) much of the focus reportedly on judicial reform (reigning in Alexandre de Moraes) not just trade. It's important to note that U.S. Trade Representative Jamieson Greer was also present at the meeting with Rubio. @BolsonaroSP pointed out that Greer previously highlighted necessary judicial reforms when"
X Link @optima_t 2025-10-17T13:39Z XXX followers, XXX engagements