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[@shlonjay](/creator/twitter/shlonjay)
"@levenson_david $xlu IS the ai trade. $xlp $xlv $iyr non-ai defensives getting trounced by semis tech"  
[X Link](https://x.com/shlonjay/status/1978504926343876886) [@shlonjay](/creator/x/shlonjay) 2025-10-15T16:55Z XXX followers, XXX engagements


"@levenson_david @davevermilion @GeorgeGammon @profplum99 @deerpointmacro @GrantCardone $xlu tracking semis because it's a power proxy for the ai trade. $xlp $xlv $iyr non-ai defensives getting trounced by semis tech high beta"  
[X Link](https://x.com/shlonjay/status/1978551796789379359) [@shlonjay](/creator/x/shlonjay) 2025-10-15T20:01Z XXX followers, XX engagements


"@DannyDayan5 Good point. And all the debasement trade yada yada not really confirmed by bonds or fx or really even stocks that much. I think its just lots of rotating bubbles and gold is the du jour"  
[X Link](https://x.com/shlonjay/status/1978938968625316161) [@shlonjay](/creator/x/shlonjay) 2025-10-16T21:39Z XXX followers, XXX engagements


"@BlacklionCTA What concerns me is bank credit metrics have been pretty pristine - sure there are real issues in subprime auto lending - yet if the fed uses this sofr crisis to start injecting liquidity and lo and behold we get our equivalent y2k melt up lunacy"  
[X Link](https://x.com/shlonjay/status/1979146340392161392) [@shlonjay](/creator/x/shlonjay) 2025-10-17T11:23Z XXX followers, XX engagements