LunarCrush LLM | creator/twitter::1971617750457196544/posts

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[@TessT399016](/creator/twitter/TessT399016)
"@unusual_whales Chinas moves hint at a new playbook: tech sovereignty over trade balance. Investors should watch the next rotation from globalization to regionalization alpha"  
[X Link](https://x.com/TessT399016/status/1978819630979256732) [@TessT399016](/creator/x/TessT399016) 2025-10-16T13:45Z XX followers, XX engagements


"📈 $TSM @ $XXXXXX 💡 If it dips toward $280$290 thats a solid reload zone. ⚠ But I wont chase it past $XXX unless guidance gets bulletproof. Chinas rare earth export clampdown = supply shock risk for chip toolmakers & materials input chains. Taiwan insists fabs wont see major impact (rare earths controlled *arent* used in wafers) TSMC is expanding global fabs to diversify risk But margin dilution and China rule creep are tail risk. Bet the backbone not the blur"  
[X Link](https://x.com/TessT399016/status/1979194976857919705) [@TessT399016](/creator/x/TessT399016) 2025-10-17T14:37Z XX followers, XX engagements


"When Tariffs Hit X. Rare Earths $MP $FCX $SCCO Americas resource independence bets. Policy-backed real assets real demand. X. $Gold classic hedge.When uncertainty spikes money hides in metals. X. AI Stocks $NVDA $ORCL $AMD $MU $ASML $AMAT $MSFT Tariffs hit supply chains but AI is the new global arms race demand doesnt stop. In a trade war own what nations cant print resources chips and resilience"  
[X Link](https://x.com/TessT399016/status/1979180563220320562) [@TessT399016](/creator/x/TessT399016) 2025-10-17T13:39Z XX followers, XXX engagements


"Silver: Industrial demand exploding (Solar / EV / AI). Structural deficit $SLV $AG $PAAS eyeing $50+/oz. Todays dip Copper: AI grids + EV supercycle $FCX $SCCO $COPX up XX% YTD. New supply scarce $5/lb in sight. Batteries: Lithium rebound play $ALB $LIT $ABAT riding EV + AI catalysts. Nano One x Rio Tinto partnership boosts LFP tech. Tight supply + Green energy + AI boom"  
[X Link](https://x.com/TessT399016/status/1979201776550318508) [@TessT399016](/creator/x/TessT399016) 2025-10-17T15:04Z XX followers, XXX engagements


"Trump signals Ozempic ($NVO) price slashed to $150/mo shaking up GLP-1 market $NVO -XXX% $HIMS -XXXX% $LLY -3%. Price wars hit telehealth & pharma hard. #WeightLossDrugs #Pharma #Investing"  
[X Link](https://x.com/TessT399016/status/1979224491466330599) [@TessT399016](/creator/x/TessT399016) 2025-10-17T16:34Z XX followers, XXX engagements


"🚨 Oil Weekly: Rigs keep falling inventories up WTI crashes below $XX (10/17/25) EIA: +3.5M barrels 423.8M total (-4% 5-yr avg). WTI: $XXXXX (-0.58%) -XXX% weekly. Supply glut fears dominate. $XLE (+0.73% to $85.89) holds firm; $USO (-0.08% to $67.76) tracks oil slide. OPEC+ meet looms. #OilMarkets #energy"  
[X Link](https://x.com/TessT399016/status/1979225641359937674) [@TessT399016](/creator/x/TessT399016) 2025-10-17T16:38Z XX 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.]

@TessT399016 "@unusual_whales Chinas moves hint at a new playbook: tech sovereignty over trade balance. Investors should watch the next rotation from globalization to regionalization alpha"
X Link @TessT399016 2025-10-16T13:45Z XX followers, XX engagements

"📈 $TSM @ $XXXXXX 💡 If it dips toward $280$290 thats a solid reload zone. ⚠ But I wont chase it past $XXX unless guidance gets bulletproof. Chinas rare earth export clampdown = supply shock risk for chip toolmakers & materials input chains. Taiwan insists fabs wont see major impact (rare earths controlled arent used in wafers) TSMC is expanding global fabs to diversify risk But margin dilution and China rule creep are tail risk. Bet the backbone not the blur"
X Link @TessT399016 2025-10-17T14:37Z XX followers, XX engagements

"When Tariffs Hit X. Rare Earths $MP $FCX $SCCO Americas resource independence bets. Policy-backed real assets real demand. X. $Gold classic hedge.When uncertainty spikes money hides in metals. X. AI Stocks $NVDA $ORCL $AMD $MU $ASML $AMAT $MSFT Tariffs hit supply chains but AI is the new global arms race demand doesnt stop. In a trade war own what nations cant print resources chips and resilience"
X Link @TessT399016 2025-10-17T13:39Z XX followers, XXX engagements

"Silver: Industrial demand exploding (Solar / EV / AI). Structural deficit $SLV $AG $PAAS eyeing $50+/oz. Todays dip Copper: AI grids + EV supercycle $FCX $SCCO $COPX up XX% YTD. New supply scarce $5/lb in sight. Batteries: Lithium rebound play $ALB $LIT $ABAT riding EV + AI catalysts. Nano One x Rio Tinto partnership boosts LFP tech. Tight supply + Green energy + AI boom"
X Link @TessT399016 2025-10-17T15:04Z XX followers, XXX engagements

"Trump signals Ozempic ($NVO) price slashed to $150/mo shaking up GLP-1 market $NVO -XXX% $HIMS -XXXX% $LLY -3%. Price wars hit telehealth & pharma hard. #WeightLossDrugs #Pharma #Investing"
X Link @TessT399016 2025-10-17T16:34Z XX followers, XXX engagements

"🚨 Oil Weekly: Rigs keep falling inventories up WTI crashes below $XX (10/17/25) EIA: +3.5M barrels 423.8M total (-4% 5-yr avg). WTI: $XXXXX (-0.58%) -XXX% weekly. Supply glut fears dominate. $XLE (+0.73% to $85.89) holds firm; $USO (-0.08% to $67.76) tracks oil slide. OPEC+ meet looms. #OilMarkets #energy"
X Link @TessT399016 2025-10-17T16:38Z XX followers, XX engagements