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[@bespokeinvest](/creator/twitter/bespokeinvest)
"PepsiCo $PEP: "The move to no artificials is impacting all our brands Lay's and Tostitos now but the rest of the portfolio throughout '26 and a new platform we call it Naked that will have no colors and no artificials." Ramon Laguarta CEO"  
[X Link](https://x.com/bespokeinvest/status/1976661657343721813) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-10T14:50Z 252K followers, 8832 engagements


"Key Earnings Reports Tomorrow Before the Open: Albertsons $ACI BlackRock $BLK Citigroup $C Domino's Pizza $DPZ Ericsson $ERIC Goldman Sachs $GS Johnson & Johnson $JNJ JPMorgan Chase $JPM Wells Fargo $WFC After the Close: None For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1977849324299071889) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-13T21:30Z 252K followers, 11K engagements


"BlackRock $BLK: An estimated $XXX trillion of capital is going to be needed in the next five years in just the core and shell of data centers. And that's not including the chips. The growth of cloud computing and AI is propelling this capital demand. Larry Fink CEO"  
[X Link](https://x.com/bespokeinvest/status/1979175394038177849) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-17T13:19Z 252K followers, 3296 engagements


"Bank of America $BAC: Regarding interest rate sensitivity a XXX basis point decline would decrease NII over the next XX months by $XXX billion and if rates went up XXX basis points NII would benefit approximately $X billion. Alastair Borthwick CFO"  
[X Link](https://x.com/bespokeinvest/status/1979177841670422611) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-17T13:29Z 252K followers, 5859 engagements


"Key Earnings Reports on Monday Before the Open: Barrick Mining $B Dole $DOLE Owens & Minor $OMI Telephone & Data $TDS After the Close: AMC Entertainment $AMC Celanese $CE Forward Air $FWRD Green Dot $GDOT Hillenbrand $HI Mercury $MRCY For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1953931727803503078) [@bespokeinvest](/creator/x/bespokeinvest) 2025-08-08T21:30Z 252K followers, 8625 engagements


"Q3 2025 Earnings Conference Call Quotes Thread🧵"  
[X Link](https://x.com/bespokeinvest/status/1975654101200543962) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-07T20:06Z 252K followers, 21.4K engagements


"Key Events Tomorrow (ET) 9:30 AM: Fed Governor Miran at CNBC Forum X PM: Fed Governor Waller in DC X PM: Beige Book 2:30 PM: KC Fed President Schmid in Omaha Other: Brown-Forman $BF.B Investor Day Bunge Global $BG Business Update Salesforce $CRM Dreamforce Conference Dollar Tree $DLTR Investor Conference For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1978213096494682598) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-14T21:35Z 252K followers, 8966 engagements


"10-year yield down to XXXX% this AM. $IEF"  
[X Link](https://x.com/bespokeinvest/status/1978440365393764449) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-15T12:38Z 252K followers, 7042 engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: Philly Fed XX AM: NAHB Housing Index For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1978775552669471195) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-16T10:50Z 252K followers, 11.1K engagements


"Today's Economic Indicators Results Philly Fed: -XXXX vs XXXX est.🔴 NAHB Housing Index: XX vs XX est.🟢 For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1978829343657721945) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-16T14:24Z 252K followers, 5485 engagements


"Key Earnings Reports Tomorrow Before the Open: Ally Financial $ALLY American Express $AXP Autoliv $ALV Comerica $CMA Fifth Third $FITB Huntington Bancshares $HBAN Regions Financial $RF SLB $SLB State Street $STT Truist $TFC After the Close: None For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1978936488453632342) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-16T21:30Z 252K followers, 8288 engagements


"Key Events Tomorrow (ET) 12:15 PM: St. Louis Fed President Musalem at IIF X PM: Baker Hughes Rig Count For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1978937872095830061) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-16T21:35Z 252K followers, 7449 engagements


"Nice little uptrend you have there $IEF"  
[X Link](https://x.com/bespokeinvest/status/1978953031661031433) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-16T22:35Z 252K followers, 8272 engagements


"JPMorgan $JPM: This administration is saying things and transitioning to action quite quickly In general there's a bias for action getting things done quickly and they're looking at things quite comprehensively from what we see Jeremy Barnum CFO"  
[X Link](https://x.com/bespokeinvest/status/1979177612397154681) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-17T13:28Z 252K followers, 1385 engagements


"Morgan Stanley $MS: Periods of economic and geopolitical uncertainty were to be expected as we transition from the post-pandemic period we called the end of the end of history to a period we now could call the continuation of history a period in which the push and pull of industrial policy national identity and technological innovation will continue to be front of mind for our clients and stakeholders. Ted Pick CEO"  
[X Link](https://x.com/bespokeinvest/status/1979177901476995559) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-17T13:29Z 252K followers, 7563 engagements


"Stocks vs. gold since the current AI bull market began on 10/12/22. Stocks (S&P TR): +95% Gold $GLD: +154%"  
[X Link](https://x.com/bespokeinvest/status/1979180910634250292) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-17T13:41Z 252K followers, 14.5K engagements


"The NY Fed's Business Leaders survey isn't looking so hot:"  
[X Link](https://x.com/bespokeinvest/status/1979183442592932032) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-17T13:51Z 252K followers, 8529 engagements


"Key Earnings Reports on Monday Before the Open: Bank of Hawaii $BOH Enterprise Products $EPD After the Close: Brown & Brown $BRO Cadence Design $CDNS Cincinnati Financial $CINF Hartford Financial $HIG Nucor $NUE Olin $OLN Principal Financial $PFG Universal Health $UHS Waste Management $WM Welltower $WELL Western Union $WU Whirlpool $WHR For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1948858421790310756) [@bespokeinvest](/creator/x/bespokeinvest) 2025-07-25T21:30Z 252K followers, 8653 engagements


"Key Earnings Reports Tomorrow Before the Open: Cintas $CTAS Thor Industries $THO After the Close: HB Fuller $FUL KB Home $KBH Steelcase $SCS Stitch Fix $SFIX Worthington Steel $WS For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1970601693009027401) [@bespokeinvest](/creator/x/bespokeinvest) 2025-09-23T21:30Z 251.9K followers, 8419 engagements


"Key Earnings Reports on Monday Before the Open: Carnival $CCL After the Close: Jefferies $JEF Vail Resorts $MTN For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1971688856576553460) [@bespokeinvest](/creator/x/bespokeinvest) 2025-09-26T21:30Z 252K followers, 8800 engagements


"Lot of divergence in YTD performance for restaurant stocks this year. Potbelly $PBPB and Nathan's Famous $NATH are up the most with gains of XX% and 41.4%. A salad company (Sweetgreen $SG) and donut company (Krispy Kreme $DNUT) are down the most at -XXXX% and -61.4%"  
[X Link](https://x.com/bespokeinvest/status/1973716445105381490) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-02T11:47Z 251.9K followers, 8333 engagements


"Key Events Tomorrow (ET) X PM: Baker Hughes Rig Count For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1973863059346370652) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-02T21:30Z 251.9K followers, 7009 engagements


"Bitcoin continues to trade lower this afternoon now in the $117s. Treasury yields continue to tick lower as well"  
[X Link](https://x.com/bespokeinvest/status/1976718695855800572) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-10T18:37Z 252K followers, 8369 engagements


"Williams-Sonoma $WSM: "Furniture comp was positive for the first time since Q4 '22 so the first time in nine quarters." Jeff Howie CFO"  
[X Link](https://x.com/bespokeinvest/status/1925992627301683272) [@bespokeinvest](/creator/x/bespokeinvest) 2025-05-23T19:10Z 252K followers, XXX engagements


"Yesterday weakness in reaction to earnings from $PYPLl $SWK $UPS and $WHR was cited as a potential warning sign for the market and economy. This is how all four stocks have performed over the last five years"  
[X Link](https://x.com/bespokeinvest/status/1950542698571505705) [@bespokeinvest](/creator/x/bespokeinvest) 2025-07-30T13:03Z 251.9K followers, 7894 engagements


"Key Earnings Reports on Monday Before the Open: ON Semi $ON Transocean $RIG Tyson Foods $TSN Wayfair $W After the Close: Aecom Tech $ACM Andersons $ANDE Boise Cascade $BCC Corebridge Financial $CRBG Coterra Energy $CTRA Diamondback Energy $FANG Kyndryl $KD MercadoLibre $MELI Palantir Technologies $PLTR Primoris Services $PRIM Simon Properties $SPG For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1951395136669098383) [@bespokeinvest](/creator/x/bespokeinvest) 2025-08-01T21:30Z 251.9K followers, 9069 engagements


"Key Earnings Reports Tomorrow Before the Open: ADM $ADM Caterpillar $CAT Cummins $CMI Eaton $ETN Henry Schein $HSIC Marriott $MAR Marathon Petroleum $MPC Pfizer $PFE Yum China $YUMC After the Close: Advanced Micro Devices $AMD Amgen $AMGN Arista Networks $ANET Int'l Flavors & Fragrances$IFF Mosaic $MOS Super Micro Computer $SMCI For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1952482300081340525) [@bespokeinvest](/creator/x/bespokeinvest) 2025-08-04T21:30Z 251.9K followers, 9344 engagements


"Key Earnings Reports Tomorrow Before the Open: Adient $ADNT Cencora $COR Walt Disney $DIS Emerson $EMR Jones Lang LaSalle $JLL McDonald's $MCD Rockwell Automation $ROK Shopify $SHOP After the Close: Airbnb $ABNB American Intl $AIG Corteva $CTVA DoorDash $DASH MetLife $MET Occidental Petroleum $OXY Uber $UBER For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1952844688416751895) [@bespokeinvest](/creator/x/bespokeinvest) 2025-08-05T21:30Z 252K followers, 8764 engagements


"Cheniere Energy $LNG: "Asia continues to be the growth engine for all energy sources as the region is expected to account for over XX% of primary energy demand growth globally through 2050 according to the IEA." Anatol Feygin CCO"  
[X Link](https://x.com/bespokeinvest/status/1953535459134509363) [@bespokeinvest](/creator/x/bespokeinvest) 2025-08-07T19:15Z 251.9K followers, 5716 engagements


"Key Earnings Reports Tomorrow Before the Open: Bath & Body Works $BBWI Best Buy $BBY Brown-Forman $BF.B Burlington Stores $BURL Dick's Sporting Goods $DKS Dollar General $DG Hormel Foods $HRL Li Auto $LI TD Bank $TD Victoria's Secret $VSCO After the Close: Autodesk $ADSK Dell $DELL Gap $GAP Marvell $MRVL Ulta Beauty $ULTA For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1960817097769890253) [@bespokeinvest](/creator/x/bespokeinvest) 2025-08-27T21:30Z 252K followers, 8274 engagements


"The US equity market has moved up into extreme overbought territory with the large majority of index ETFs now 2+ standard deviations above their 50-DMAs"  
[X Link](https://x.com/bespokeinvest/status/1966487968484315267) [@bespokeinvest](/creator/x/bespokeinvest) 2025-09-12T13:04Z 251.9K followers, 26.4K engagements


"A breakout for Brookfield $BN has occurred this week"  
[X Link](https://x.com/bespokeinvest/status/1968315152371167472) [@bespokeinvest](/creator/x/bespokeinvest) 2025-09-17T14:04Z 252K followers, 7096 engagements


"Key Events Tomorrow (ET) 10:30 AM: EIA Natural Gas Inventories X PM: FOMC Rate Decision Investor Meetings: DuPont de Nemours $DD Intuit $INTU ServiceTitan $TTAN For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1968428624509337803) [@bespokeinvest](/creator/x/bespokeinvest) 2025-09-17T21:35Z 251.9K followers, 8972 engagements


"The builders took a step back last week after rates at the long end ticked up post-FOMC. Many remain above their 50-DMAs but have moved from overbought back to neutral territory. $ITB $XHB $BLDR $LEN $DHI $PHM $TOL"  
[X Link](https://x.com/bespokeinvest/status/1970101396482494711) [@bespokeinvest](/creator/x/bespokeinvest) 2025-09-22T12:22Z 251.9K followers, 8611 engagements


"Key Events Tomorrow (ET) X AM: Fed Governor Bowman Speaks in KY 12:35 PM: Powell Discusses Economy in RI Investor Days: McKesson $MCK For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1970240563413737551) [@bespokeinvest](/creator/x/bespokeinvest) 2025-09-22T21:35Z 251.9K followers, 9205 engagements


"Goldman $GS Citi $C and Interactive Brokers $IBKR are all up 40%+ year-do-date"  
[X Link](https://x.com/bespokeinvest/status/1972637012105859454) [@bespokeinvest](/creator/x/bespokeinvest) 2025-09-29T12:18Z 251.9K followers, 8392 engagements


"There have only been two months in the last five years when the trailing 12-month total return of the 10-year Treasury was better than the long-term average. $IEF"  
[X Link](https://x.com/bespokeinvest/status/1973367263375007831) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-01T12:39Z 251.9K followers, 6241 engagements


"Tesla $TSLA has now fallen X% since yesterday's higher open at $470"  
[X Link](https://x.com/bespokeinvest/status/1974121091208786046) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-03T14:35Z 251.9K followers, 12.7K engagements


"There are now XX stocks in the Russell 3000 up more than XXX% since the 4/8 Tariff Crash low"  
[X Link](https://x.com/bespokeinvest/status/1974211990114463848) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-03T20:36Z 251.9K followers, 473.7K engagements


"Q4 Equity Market Pros and Cons"  
[X Link](https://x.com/bespokeinvest/status/1974224366255616151) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-03T21:25Z 251.9K followers, 7834 engagements


"Advanced Micro Devices is on pace for its second-largest one-day gain in the last XX years. $AMD"  
[X Link](https://x.com/bespokeinvest/status/1975185603370029562) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-06T13:05Z 251.9K followers, 13.9K engagements


"If futures hold today will be the S&P 500's seventh straight day of gains. Advanced Micro Devices $AMD shares are XX% higher after announcing a chip deal with OpenAI boosting semiconductors and pushing the relative strength of the SOX vs the S&P XXX to a short-term high"  
[X Link](https://x.com/bespokeinvest/status/1975191153856467355) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-06T13:27Z 251.9K followers, 6581 engagements


"Japan's BNPL Fiscal Policy Drives Gold to New Highs"  
[X Link](https://x.com/bespokeinvest/status/1975245521859256736) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-06T17:03Z 251.9K followers, 6634 engagements


"Key Earnings Reports Tomorrow (ET) Before the Open: McCormick $MKC After the Close: None For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1975312734838202399) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-06T21:30Z 251.9K followers, 7990 engagements


"Key Events Tomorrow (ET) XX AM: ATL Fed President Bostic in Nashville 10:05 AM: Fed Governor Bowman in St. Louis 10:30 AM: Fed Governor Miran in NY 11:30 AM: Minneapolis Fed President Kashkari in Minneapolis Investor Days: Autodesk $ADSK For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1975313867937853755) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-06T21:35Z 251.9K followers, 8627 engagements


"McCormick $MKC: "Consumers especially low to middle income households are making more frequent trips with fewer items per basket. They continue to cook at home more often and shop the perimeter for fresh foods to help lower overall meal costs." Brendan Foley CEO"  
[X Link](https://x.com/bespokeinvest/status/1975654102848954812) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-07T20:06Z 251.9K followers, 7485 engagements


"Constellation Brands $STZ: "We continue to feel that the structural element is relatively minor in the scheme of things versus the cyclical element. Theres just a tremendous amount of concern among consumers about their personal finances and we believe much of that is linked to the broader economic environment rather than any fundamental change in behavior toward beer." Bill Newlands CEO"  
[X Link](https://x.com/bespokeinvest/status/1975654104476037220) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-07T20:06Z 251.9K followers, 7912 engagements


"Key Earnings Reports Tomorrow Before the Open: None After the Close: AZZ $AZZ For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1975674999374590320) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-07T21:30Z 251.9K followers, 7591 engagements


"ORCL bounced back intraday after yesterday's Information story but the Nasdaq which fell on the same news didn't"  
[X Link](https://x.com/bespokeinvest/status/1975910182120292720) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-08T13:04Z 252K followers, 6861 engagements


"Oracle $ORCL plunged yesterday after a since-disputed report claimed its Nvidia cloud margins were just XX% versus a XX% company average. The Nasdaq sold off as investors found an excuse to take profits after gains in six of the prior seven trading days"  
[X Link](https://x.com/bespokeinvest/status/1975913907580711028) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-08T13:19Z 251.9K followers, 8483 engagements


"Key Earnings Reports Tomorrow Before the Open: Delta Air Lines $DAL Helen of Troy $HELE PepsiCo $PEP After the Close: Apogee $APOG Levi Strauss $LEVI For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1976037386158067724) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-08T21:30Z 251.9K followers, 6954 engagements


"The Nasdaq XXX just capped off a XX% six-month gain since the tariff-crash low on 4/8; its biggest since the initial post-Covid rally. Read more here:"  
[X Link](https://x.com/bespokeinvest/status/1976038594356941204) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-08T21:34Z 252K followers, 21.3K engagements


"As a reminder this is what a one-year chart of the S&P XXX looked like at its peak in 2007 just before the Financial Crisis:"  
[X Link](https://x.com/bespokeinvest/status/1976279327886188703) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-09T13:31Z 251.9K followers, 10.9K engagements


""Pricing stocks in gold is just about the only way to make the performance or valuation of the US equity market look pedestrian." From Bespoke's latest macro note The Closer:"  
[X Link](https://x.com/bespokeinvest/status/1976291927256416579) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-09T14:21Z 251.9K followers, 7262 engagements


"Key Events Tomorrow (ET) 9:45 AM: Chicago Fed President Goolsbee at Bank Conference X PM: Baker Hughes Rig Count For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1976399772626911423) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-09T21:30Z 252K followers, 6980 engagements


"Key Economic Indicators on Tap Today (ET) XX AM: UMich Sentiment UMich 1-Year Inflation For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1976601099902525609) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-10T10:50Z 251.9K followers, 11.5K engagements


"Today's Economic Indicators Results UMich Sentiment: XXXX vs XXXX est.🟢 UMich 1-Year Inflation: XXX% vs XXX% est.🔴 For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1976661527391588447) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-10T14:50Z 252K followers, 5710 engagements


"Delta $DAL on the divide between full-service and low-cost carriers: "It's clearly happening. We expect XX% of the overall industry profits to be driven by Delta. Expect the rest of it probably to be driven by United largely. Then you have everybody else." Tim Mapes CCO"  
[X Link](https://x.com/bespokeinvest/status/1976661581200314536) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-10T14:50Z 251.9K followers, 6347 engagements


"Nasdaq XXX $QQQ now down 2%+ on the day following President Trump's latest Truth post on China rare earth hostilities"  
[X Link](https://x.com/bespokeinvest/status/1976672323613983024) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-10T15:33Z 251.9K followers, 9402 engagements


"Nasdaq XXX $QQQ tracking for its worst day since April 16th when it fell XXXX% as investors were still dealing with "Liberation Day" and its aftermath"  
[X Link](https://x.com/bespokeinvest/status/1976695872793854053) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-10T17:06Z 251.9K followers, 10K engagements


"Update: Nasdaq performance at XXX days post Netscape vs. ChatGPT"  
[X Link](https://x.com/bespokeinvest/status/1976703124938072269) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-10T17:35Z 252K followers, 61.3K engagements


"Stairs up elevator down for the Nasdaq XXX $QQQ"  
[X Link](https://x.com/bespokeinvest/status/1976743628514136075) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-10T20:16Z 251.9K followers, 9118 engagements


"Key Earnings Reports on Monday Before the Open: Fastenal $FAST After the Close: None For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1976762162396696988) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-10T21:30Z 251.9K followers, 8230 engagements


"Red dots are all days the Nasdaq hit a 52-week high then closed down 2%+ from that high. Thoughts here"  
[X Link](https://x.com/bespokeinvest/status/1976985175201296423) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-11T12:16Z 251.9K followers, 60.9K engagements


"The Semis went from XX% below the 200-DMA to XX% above the 200-DMA in XXX trading days. Prior huge swings like this have come off major lows and typically keep going for awhile. Well see about this time. $SMH"  
[X Link](https://x.com/bespokeinvest/status/1977005467726483857) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-11T13:36Z 251.9K followers, 18.1K engagements


"S&P futures are up about XX bps and Nasdaq XXX futures up XXXX% after US/China tensions eased a bit this weekend. Well see what overnight brings"  
[X Link](https://x.com/bespokeinvest/status/1977511689403744538) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-12T23:08Z 251.9K followers, 15.1K engagements


"Key Events Tomorrow (ET) 12:20 PM: Powell Speaks at NABE Annual Meeting 3:25 PM: Fed Governor Waller in DC 3:30 PM: Boston Fed President Collins in Boston Investor Days: General Mills $GIS For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1977850582770598048) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-13T21:35Z 251.9K followers, 8554 engagements


"Key Economic Indicators on Tap Today (ET) X AM: NFIB Small Business Optimism For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1978050650815467887) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-14T10:50Z 252K followers, 12.5K engagements


"Today's Economic Indicators Results NFIB Small Business Optimism: XXXX vs XXXXX est.🔴 For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1978096291881124260) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-14T13:51Z 252K followers, 6208 engagements


"Key Earnings Reports Tomorrow Before the Open: Abbott Labs $ABT ASML $ASML Bank of America $BAC Citizens Financial $CFG Morgan Stanley $MS PNC $PNC Progressive $PGR Synchrony Financial $SYF After the Close: J.B. Hunt Transport $JBHT United Airlines $UAL For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1978211713875927206) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-14T21:30Z 252K followers, 10K engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: Empire Manufacturing For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1978413164866781495) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-15T10:50Z 251.9K followers, 10.8K engagements


"Today's Economic Indicators Results Empire Manufacturing: XXXX vs -XXX est.🟢 For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1978453517552480592) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-15T13:30Z 251.9K followers, 5395 engagements


"Key Earnings Reports Tomorrow Before the Open: BNY Mellon $BK Charles Schwab $SCHW Commercial Metals $CMC Manpower $MAN Marsh McLennan $MMC Travelers $TRV US Bancorp $USB After the Close: CSX $CSX Interactive Brokers $IBKR For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1978574225980960925) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-15T21:30Z 251.9K followers, 8008 engagements


"Bulls hit the brakes this week in the @AAIISentiment individual investor sentiment survey. Even with the S&P right near all-time highs"  
[X Link](https://x.com/bespokeinvest/status/1978854247459328190) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-16T16:03Z 251.9K followers, 7070 engagements


"Thor Industries $THO: "Affordability remains one of the most significant challenges that we face in the marketplace. Our operating companies are working tirelessly to prevent any incremental costs from being passed on to the consumer." (Posted Q&A)"  
[X Link](https://x.com/bespokeinvest/status/1970927960053158053) [@bespokeinvest](/creator/x/bespokeinvest) 2025-09-24T19:06Z 252K followers, 12.3K engagements


"Cintas $CTAS: "We see this huge TAM of opportunity with people who are do-it-yourselfers the XX million XX million businesses out there in the US and Canada. We're servicing a little over X million. There is a massive opportunity." Todd Schneider CEO"  
[X Link](https://x.com/bespokeinvest/status/1970953422523515072) [@bespokeinvest](/creator/x/bespokeinvest) 2025-09-24T20:48Z 252K followers, 8224 engagements


"Key Earnings Reports Tomorrow Before the Open: Acuity $AYI Cal-Maine Foods $CALM Conagra $CAG RPM $RPM After the Close: None For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1973138408189857979) [@bespokeinvest](/creator/x/bespokeinvest) 2025-09-30T21:30Z 252K followers, 7585 engagements


"Four big banks and brokers are set to report tomorrow morning before the open: Citigroup $C Goldman $GS JP Morgan $JPM and Wells Fargo $WFC. Bank of America $BAC and Morgan Stanley $MS will follow them up on Wednesday morning. Here's a look:"  
[X Link](https://x.com/bespokeinvest/status/1977812655202328800) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-13T19:04Z 252K followers, 10.5K engagements


"Morgan Stanley $MS and Bank of America $BAC are both set to open higher by about X% after beating estimates. The XX stocks that reported earnings yesterday morning averaged a gain of X% on the day"  
[X Link](https://x.com/bespokeinvest/status/1978440183050535290) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-15T12:37Z 252K followers, 6292 engagements


"Tenuous-looking chart for Apple. $AAPL"  
[X Link](https://x.com/bespokeinvest/status/1978911301033226456) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-16T19:49Z 252K followers, 8312 engagements


"Long-term investing isn't about timing. It's about time. WATCH:"  
[X Link](https://x.com/bespokeinvest/status/1915458181532131602) [@bespokeinvest](/creator/x/bespokeinvest) 2025-04-24T17:29Z 252K followers, 182.1K engagements


"Update: Nasdaq performance at XXX days post Netscape vs. ChatGPT"  
[X Link](https://x.com/bespokeinvest/status/1974425066583581116) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-04T10:43Z 252K followers, 431.1K engagements


"Key Events on Monday (ET) 12:10 PM: Philly Fed President Paulson at NABE Conference Other: Fastenal $FAST September Sales For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1976763544763810245) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-10T21:35Z 252K followers, 9112 engagements


"Yesterday Wells Fargo $WFC had its best earnings reaction day since early 2009. Up 7.15%"  
[X Link](https://x.com/bespokeinvest/status/1978439639825261017) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-15T12:35Z 252K followers, 6079 engagements


"Crazy Pfizer $PFE action over the last few weeks"  
[X Link](https://x.com/bespokeinvest/status/1978458913046471098) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-15T13:52Z 252K followers, 8763 engagements


"Here's a look at historical gold bull and bear markets since 1975. Average bull: +100.1% over XXX days Median bull: +76.7% over XXX days Current bull: +159.7% over 1115 days Biggest bull: +334.6% from 11/29/78-1/21/80 Longest bull: 1865 days from 4/2/01-5/11/06"  
[X Link](https://x.com/bespokeinvest/status/1978519896842523051) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-15T17:54Z 252K followers, 48.8K engagements


"Helpful macro note tonight covering $ZION and the regional bank sell-off plus data-center credit markets. Read it here:"  
[X Link](https://x.com/bespokeinvest/status/1978942875636261106) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-16T21:55Z 252K followers, 7643 engagements


""The main purpose of the stock market is to make fools of as many men as possible." - Bernard Baruch"  
[X Link](https://x.com/bespokeinvest/status/1979166742438920325) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-17T12:44Z 252K followers, 9120 engagements


"Citigroup $C: Nearly 180000 colleagues in XX countries now have access to our proprietary AI tools and have used them almost X million times this year This innovation alone saves considerable time and creates around 100000 hours of weekly capacity. Jane Fraser CEO"  
[X Link](https://x.com/bespokeinvest/status/1979177336911122499) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-17T13:27Z 252K followers, 1574 engagements


"Goldman Sachs $GS: There's a fair amount of investor exuberance at the moment with US equity markets consistently hitting record highs over the last several months. Much of this has been fueled by a tremendous amount of investment in AI infrastructure which has driven significant capital formation. But as students of history we know that following periods of broad-based excitement around new technologies there will ultimately be a divergence where some ventures thrive and others falter. David Solomon CEO"  
[X Link](https://x.com/bespokeinvest/status/1979177479639306441) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-17T13:27Z 252K followers, 1647 engagements


"Wells Fargo $WFC: Payment rates are better as opposed to even flat or worse. Deposits remain strong. You see really strong credit results. You see strong consumer spend and stable deposits. And those things just kind of paint a picture of a consistently strong consumer even though what you read about would lead you to believe that they're being more cautious. Charles Scharf CEO"  
[X Link](https://x.com/bespokeinvest/status/1979177798917874094) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-17T13:28Z 252K followers, 1177 engagements


"Key Earnings Reports on Monday Before the Open: Cleveland-Cliffs $CLF After the Close: BOK Financial $BOKF Cadence Bank CADE Crown $CCK RLI $RLI Steel Dynamics $STLD W.R. Berkley $WRB Wintrust Financial $WTFC Zions Bancorp $ZION For more details start a trial at"  
[X Link](https://x.com/bespokeinvest/status/1979298878265397730) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-17T21:30Z 252K followers, 8841 engagements


"Best single-game MLB performance ever Playoff game. 3-3 X HR X IP X R X H XX K"  
[X Link](https://x.com/bespokeinvest/status/1979492906172928201) [@bespokeinvest](/creator/x/bespokeinvest) 2025-10-18T10:21Z 252K followers, 16.8K engagements