[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.] [@Cioparella](/creator/twitter/Cioparella) "CPI Noise Released Tue CPI refueled tariff-related worries from those already inclined X see them in the pipeline. Fundstrat's Tom Lee my fav. strategist is not worried I think inflation is falling like a rock underneath the noise thats coming from tariffs he said"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947071506485239825) 2025-07-20 23:09:56 UTC XXX followers, XX engagements ".of equal-weighted discretionary vs. equal-weighted staples. If discretionary is outperforming strongly that generally means the market is in pretty good shape. When it starts X roll over & staples start X outperform discretionary thats when markets can start X lag. So"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947079448752538055) 2025-07-20 23:41:30 UTC XXX followers, XX engagements "Named as defendants in the suit in federal court in the Southern District of FL R Murdoch his co. News Corp CEO Robert Thomson the Journals publisher Dow Jones & Co. & X reporters who wrote the article. A Dow Jones spokesperson sent the following statement X CNBC: We have"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1946391896634372473) 2025-07-19 02:09:25 UTC XXX followers, XX engagements "Early TUE futures R flat after the S&P XXX + Nasdaq hit fresh records. Dow futures R +35 points or 0.08%. S&P -0.01%. Nasdaq -0.08%. MON S&P rose XXX% Nasdaq Composite + XXX% both @ new all-time intraday highs '@closed @ records."  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947519487550357552) 2025-07-22 04:50:03 UTC XXX followers, XX engagements "Big tech the driver of market gains in 2024 will give us some insight from GOOGL & TSLA today-WED. In theory it should still be OK as services R not subject X tariffs. Yet Google stock is or flat on the year & its search business may B getting hurt by growth strength in"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947514380838694968) 2025-07-22 04:29:46 UTC XXX followers, XX engagements "Southwest Airlines tickets w/seat assignments will go on sale on 7/29 Co. plans X end its hallmark open-seating policy. There will be X boarding groups starting next year = ending it half century policy of open seating. X KISS: Keep It Simple Stupid"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947321069745918461) 2025-07-21 15:41:37 UTC XXX followers, XX engagements "."hard deadline X countries X start paying tariffs though he also added that nothing stops countries from talking X us after August X. . games grown ups play 😱"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947067225652813940) 2025-07-20 22:52:56 UTC XXX followers, XX engagements ".and standards of accurate reporting Defendants Dow Jones & News Corp (@ the direction of Defendants Murdoch and Thomson) published X the world false defamatory & malignant statements authored by the reporters the suit says. Trump earlier FR posted on Truth Social about."  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1946397880421413263) 2025-07-19 02:33:11 UTC XXX followers, XX engagements "If Trump fired Powell it would set off a courtroom battle likely X head X SCOTUS. Those familiar w/story say Powell would then sue Trump. Despite low chances of success if fed cut rates it could do harm than good X Trumps goal of lowering finance costs on the national debt"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947296358962000080) 2025-07-21 14:03:25 UTC XXX followers, XX engagements "Anyone w/even a minor degree of perception could tell who he was by looking @ this photograph. But not her. There is a vulnerability in her specterher facethat does not align with his. What brought these two together"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947485058295631953) 2025-07-22 02:33:15 UTC XXX followers, XX engagements "MON Markets ended higher. Optimism in eps overshadowed fears of latest developments in trade w/ Dow flat BUT S&P XXX up +0.1% Nasdaq +0.4%. Both indexes hit new all-time intraday highs earlier in the session bolstered by advances names like Meta & AMZN"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947390787064308099) 2025-07-21 20:18:39 UTC XXX followers, XX engagements "Tempestuous situation It poses a myriad of thorny questions & w/ NO easy answers. NO president ever tried X unseat a Fed chair. Does Trump have the authority X remove Powell Almost certainly no not w/out cause. What would constitute cause Suspicions R that Trump is"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947298154837115360) 2025-07-21 14:10:33 UTC XXX followers, XX engagements "It creates another class of political appointees who unlike career federal workers can B hired & fired @ will. This will allow the admin. X funnel new hires into such roles giving the admin. greater power over the federal workforce. THEY WILL B noncareer positions which will"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1946423293407330512) 2025-07-19 04:14:10 UTC XXX followers, XX engagements "DETAILS FRIDAY Trump followed through on threat X sue Murdoch after his WS Journal published an article saying that Trump sent Epstein a bawdy letter X Epsteins 50th Birth Trump angrily denies writing the letter & is seeking damages of $10B in lawsuit alleging defamation"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1946390653824348375) 2025-07-19 02:04:28 UTC XXX followers, XX engagements "If so a beneficiary = sml caps sector further evidenced by the investment environment that has changed. The market has changed a bit vs. what we saw in April May June. We saw a nice broadening out in late June. However something Im watching Newton said is the ratio"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947078728250491115) 2025-07-20 23:38:38 UTC XXX followers, XX engagements ".recap: consumer inflation trending expectations & wholesale inflation is suggesting a continuance of it. July - Oct = CPI readings will benefit from easier comparisons = all together these conditions R good X a dovish Fed surprise 2nd half of the yearsays Lee. Rate cut"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947076240495542537) 2025-07-20 23:28:45 UTC XXX followers, XX engagements "S&P had another NARROW record close. Broad mkt. +0.06% ending @ 6309.62 =11th record close this yr. Dow +179.37 +0.40% = 44502.44. Nasdaq +0.39% = 20892.69 bogged down by declines in tech = 1st negative day X tech-heavy index in X sessions."  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947764290020381148) 2025-07-22 21:02:49 UTC XXX followers, XX engagements ".AI which replaces traditional search. Tesla is down XX% weakened by Musks foray into politics & loss of green subsidies. American Inc. may have come around X terms w/markets view that tariffs wont B that bad. But CEO commentaries might tell a different story"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947515683765621133) 2025-07-22 04:34:56 UTC XXX followers, XX engagements ".2 B present & ADMITTED THAT AAPL AI EFFORTS R BEHIND & added that soon perhaps nw this would come X an end. Let's stay tuned. I AM NOT BUYING INTO IT. I have my reasons. Now #Openai executives R said X B recalibrating compensation in order2 ward Zuckerberg. But"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947493765708472620) 2025-07-22 03:07:51 UTC XXX followers, XX engagements ". -making or policy-advocating work according X the White House"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1946422227408163168) 2025-07-19 04:09:56 UTC XXX followers, XX engagements ".release things got a little quieter the next day when core PPI came in as benign as it gets. Lee said it was far lower than consensus expectations & came in @ basically zero. Remember PPI measures wholesale inflation & thus is viewed as a leading indicator of CPI. So"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947073655319531774) 2025-07-20 23:18:28 UTC XXX followers, XX engagements "Well.GM General Motors alsobeat expectations X 2Q & reaffirmed previously cut guidance X the full year w/GM saying it is working X reduce its exposure X tariffs. Is life good Both stocks R down on the news. 🤔"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947641115512872978) 2025-07-22 12:53:22 UTC XXX followers, XX engagements "TH Trump penned an executive order X form a new classification of noncareer fed. employees who will B hired X help faithfully implement the Presidents policy agenda. They will B listed under Schedule G classification & will engage in policy-"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1946421967747219574) 2025-07-19 04:08:54 UTC XXX followers, XX engagements "MON Treasury Sec. Bessent said Fed. Reserve should B reviewed its existential scope & that the central banks ability X achieve its mission needs X B looked @ w/critical eye. Poor Bessent might B the only sane person in the admn. but must play the game"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947642843507446162) 2025-07-22 13:00:14 UTC XXX followers, XX engagements "AMZN is laying off an unspecified number of employees in its cloud computing division. Co. has continued X lay off groups of employees this year after cutting more than 27K jobs since '22. Jassy predicts corporate workforce X shrink as a result of AI"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1946200653648273649) 2025-07-18 13:29:29 UTC XXX followers, XX engagements ".generally B expected X end once presidency of who appointed them also ends. President Trump believes creating non-career Schedule G positions will enhance government efficiency & accountability & improve services provided X X taxpayers by increasing the horsepower 4"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1946424546757644521) 2025-07-19 04:19:09 UTC XXX followers, XX engagements ""the longer the tension between President Trump and Chair Powell persists the greater the long-term risks to the Federal Reserve's operational independence." - MAEE-"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947456946946117968) 2025-07-22 00:41:32 UTC XXX followers, XX engagements "SUN EVE Futures R little changed while watching trade developments & start of big tech eps reporting. Dow futures R -XX points -0.05%. S&P -XXXX. Nasdaq -0.03%. The focus continues on tariffs again. Commerce Sec. Lutnick said that Aug. X is the"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947066422963716240) 2025-07-20 22:49:44 UTC XXX followers, XXX engagements ".what does all of this mean It means that for right now the ratio is still in good shape trending up & it looks like were going X push up into August he said. Based on timing it looks like we have about another 3-4 of gains in this. Going up anyone going up"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947080913361273153) 2025-07-20 23:47:19 UTC XXX followers, XX engagements "WHO THE F. CARES Why R u even asking the question Now Zuckerberg personally took charge of efforts X recruit a superintelligence lab. He paid a rumored $200M+ X hire the head of Apples AI models. This eve @ dinner an AAPL EXECUTIVE happened"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947492460734664927) 2025-07-22 03:02:39 UTC XXX followers, XX engagements "KO Coca-Cola topped WS's estimates X quarterly eps & revenue. Co. reiterated full-year forecast X organic revenue growth & narrowed its outlook X top end of its prior range X comparable eps. LIFE IS GOOD"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947639910623543362) 2025-07-22 12:48:34 UTC XXX followers, XXX engagements "@W0rld2025 This picture makes it look like you have to go through a cave to get to the Rialto Bridge. Not so"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1943918893418131942) 2025-07-12 06:22:35 UTC XXX followers, XX engagements "However thats not X say that tariffs wont affect consumers. There is a likelihood that they will cause a 1-time increase in prices. Nevertheless tariffs R actually a tax on companies & taxes typically do not cause inflation. Although stocks pulled back after the CPI"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947072548266504582) 2025-07-20 23:14:05 UTC XXX followers, X engagements "Chip stocks were under pressure due X downbeat sentiment from a report by WSJ that said SoftBank & OpenAIs $500B AI project has faced difficulties & scaled down its near-term plans. AVGO Broadcom = down X% NVDA down 2%. Taiwan Semiconductor TSMA down _2%"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1947766022133715139) 2025-07-22 21:09:42 UTC XXX followers, XX engagements "Monday July XX at 12:30pm in the Reading Room X a special talk on movies the culture of cinema filmmaking & more during Reel Talks 🎥🍿✨ More info:"  [@Cioparella](/creator/x/Cioparella) on [X](/post/tweet/1946431027523489806) 2025-07-19 04:44:54 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.]
@Cioparella
"CPI Noise Released Tue CPI refueled tariff-related worries from those already inclined X see them in the pipeline. Fundstrat's Tom Lee my fav. strategist is not worried I think inflation is falling like a rock underneath the noise thats coming from tariffs he said" @Cioparella on X 2025-07-20 23:09:56 UTC XXX followers, XX engagements
".of equal-weighted discretionary vs. equal-weighted staples. If discretionary is outperforming strongly that generally means the market is in pretty good shape. When it starts X roll over & staples start X outperform discretionary thats when markets can start X lag. So" @Cioparella on X 2025-07-20 23:41:30 UTC XXX followers, XX engagements
"Named as defendants in the suit in federal court in the Southern District of FL R Murdoch his co. News Corp CEO Robert Thomson the Journals publisher Dow Jones & Co. & X reporters who wrote the article. A Dow Jones spokesperson sent the following statement X CNBC: We have" @Cioparella on X 2025-07-19 02:09:25 UTC XXX followers, XX engagements
"Early TUE futures R flat after the S&P XXX + Nasdaq hit fresh records. Dow futures R +35 points or 0.08%. S&P -0.01%. Nasdaq -0.08%. MON S&P rose XXX% Nasdaq Composite + XXX% both @ new all-time intraday highs '@closed @ records." @Cioparella on X 2025-07-22 04:50:03 UTC XXX followers, XX engagements
"Big tech the driver of market gains in 2024 will give us some insight from GOOGL & TSLA today-WED. In theory it should still be OK as services R not subject X tariffs. Yet Google stock is or flat on the year & its search business may B getting hurt by growth strength in" @Cioparella on X 2025-07-22 04:29:46 UTC XXX followers, XX engagements
"Southwest Airlines tickets w/seat assignments will go on sale on 7/29 Co. plans X end its hallmark open-seating policy. There will be X boarding groups starting next year = ending it half century policy of open seating. X KISS: Keep It Simple Stupid" @Cioparella on X 2025-07-21 15:41:37 UTC XXX followers, XX engagements
"."hard deadline X countries X start paying tariffs though he also added that nothing stops countries from talking X us after August X. . games grown ups play 😱" @Cioparella on X 2025-07-20 22:52:56 UTC XXX followers, XX engagements
".and standards of accurate reporting Defendants Dow Jones & News Corp (@ the direction of Defendants Murdoch and Thomson) published X the world false defamatory & malignant statements authored by the reporters the suit says. Trump earlier FR posted on Truth Social about." @Cioparella on X 2025-07-19 02:33:11 UTC XXX followers, XX engagements
"If Trump fired Powell it would set off a courtroom battle likely X head X SCOTUS. Those familiar w/story say Powell would then sue Trump. Despite low chances of success if fed cut rates it could do harm than good X Trumps goal of lowering finance costs on the national debt" @Cioparella on X 2025-07-21 14:03:25 UTC XXX followers, XX engagements
"Anyone w/even a minor degree of perception could tell who he was by looking @ this photograph. But not her. There is a vulnerability in her specterher facethat does not align with his. What brought these two together" @Cioparella on X 2025-07-22 02:33:15 UTC XXX followers, XX engagements
"MON Markets ended higher. Optimism in eps overshadowed fears of latest developments in trade w/ Dow flat BUT S&P XXX up +0.1% Nasdaq +0.4%. Both indexes hit new all-time intraday highs earlier in the session bolstered by advances names like Meta & AMZN" @Cioparella on X 2025-07-21 20:18:39 UTC XXX followers, XX engagements
"Tempestuous situation It poses a myriad of thorny questions & w/ NO easy answers. NO president ever tried X unseat a Fed chair. Does Trump have the authority X remove Powell Almost certainly no not w/out cause. What would constitute cause Suspicions R that Trump is" @Cioparella on X 2025-07-21 14:10:33 UTC XXX followers, XX engagements
"It creates another class of political appointees who unlike career federal workers can B hired & fired @ will. This will allow the admin. X funnel new hires into such roles giving the admin. greater power over the federal workforce. THEY WILL B noncareer positions which will" @Cioparella on X 2025-07-19 04:14:10 UTC XXX followers, XX engagements
"DETAILS FRIDAY Trump followed through on threat X sue Murdoch after his WS Journal published an article saying that Trump sent Epstein a bawdy letter X Epsteins 50th Birth Trump angrily denies writing the letter & is seeking damages of $10B in lawsuit alleging defamation" @Cioparella on X 2025-07-19 02:04:28 UTC XXX followers, XX engagements
"If so a beneficiary = sml caps sector further evidenced by the investment environment that has changed. The market has changed a bit vs. what we saw in April May June. We saw a nice broadening out in late June. However something Im watching Newton said is the ratio" @Cioparella on X 2025-07-20 23:38:38 UTC XXX followers, XX engagements
".recap: consumer inflation trending expectations & wholesale inflation is suggesting a continuance of it. July - Oct = CPI readings will benefit from easier comparisons = all together these conditions R good X a dovish Fed surprise 2nd half of the yearsays Lee. Rate cut" @Cioparella on X 2025-07-20 23:28:45 UTC XXX followers, XX engagements
"S&P had another NARROW record close. Broad mkt. +0.06% ending @ 6309.62 =11th record close this yr. Dow +179.37 +0.40% = 44502.44. Nasdaq +0.39% = 20892.69 bogged down by declines in tech = 1st negative day X tech-heavy index in X sessions." @Cioparella on X 2025-07-22 21:02:49 UTC XXX followers, XX engagements
".AI which replaces traditional search. Tesla is down XX% weakened by Musks foray into politics & loss of green subsidies. American Inc. may have come around X terms w/markets view that tariffs wont B that bad. But CEO commentaries might tell a different story" @Cioparella on X 2025-07-22 04:34:56 UTC XXX followers, XX engagements
".2 B present & ADMITTED THAT AAPL AI EFFORTS R BEHIND & added that soon perhaps nw this would come X an end. Let's stay tuned. I AM NOT BUYING INTO IT. I have my reasons. Now #Openai executives R said X B recalibrating compensation in order2 ward Zuckerberg. But" @Cioparella on X 2025-07-22 03:07:51 UTC XXX followers, XX engagements
". -making or policy-advocating work according X the White House" @Cioparella on X 2025-07-19 04:09:56 UTC XXX followers, XX engagements
".release things got a little quieter the next day when core PPI came in as benign as it gets. Lee said it was far lower than consensus expectations & came in @ basically zero. Remember PPI measures wholesale inflation & thus is viewed as a leading indicator of CPI. So" @Cioparella on X 2025-07-20 23:18:28 UTC XXX followers, XX engagements
"Well.GM General Motors alsobeat expectations X 2Q & reaffirmed previously cut guidance X the full year w/GM saying it is working X reduce its exposure X tariffs. Is life good Both stocks R down on the news. 🤔" @Cioparella on X 2025-07-22 12:53:22 UTC XXX followers, XX engagements
"TH Trump penned an executive order X form a new classification of noncareer fed. employees who will B hired X help faithfully implement the Presidents policy agenda. They will B listed under Schedule G classification & will engage in policy-" @Cioparella on X 2025-07-19 04:08:54 UTC XXX followers, XX engagements
"MON Treasury Sec. Bessent said Fed. Reserve should B reviewed its existential scope & that the central banks ability X achieve its mission needs X B looked @ w/critical eye. Poor Bessent might B the only sane person in the admn. but must play the game" @Cioparella on X 2025-07-22 13:00:14 UTC XXX followers, XX engagements
"AMZN is laying off an unspecified number of employees in its cloud computing division. Co. has continued X lay off groups of employees this year after cutting more than 27K jobs since '22. Jassy predicts corporate workforce X shrink as a result of AI" @Cioparella on X 2025-07-18 13:29:29 UTC XXX followers, XX engagements
".generally B expected X end once presidency of who appointed them also ends. President Trump believes creating non-career Schedule G positions will enhance government efficiency & accountability & improve services provided X X taxpayers by increasing the horsepower 4" @Cioparella on X 2025-07-19 04:19:09 UTC XXX followers, XX engagements
""the longer the tension between President Trump and Chair Powell persists the greater the long-term risks to the Federal Reserve's operational independence." - MAEE-" @Cioparella on X 2025-07-22 00:41:32 UTC XXX followers, XX engagements
"SUN EVE Futures R little changed while watching trade developments & start of big tech eps reporting. Dow futures R -XX points -0.05%. S&P -XXXX. Nasdaq -0.03%. The focus continues on tariffs again. Commerce Sec. Lutnick said that Aug. X is the" @Cioparella on X 2025-07-20 22:49:44 UTC XXX followers, XXX engagements
".what does all of this mean It means that for right now the ratio is still in good shape trending up & it looks like were going X push up into August he said. Based on timing it looks like we have about another 3-4 of gains in this. Going up anyone going up" @Cioparella on X 2025-07-20 23:47:19 UTC XXX followers, XX engagements
"WHO THE F. CARES Why R u even asking the question Now Zuckerberg personally took charge of efforts X recruit a superintelligence lab. He paid a rumored $200M+ X hire the head of Apples AI models. This eve @ dinner an AAPL EXECUTIVE happened" @Cioparella on X 2025-07-22 03:02:39 UTC XXX followers, XX engagements
"KO Coca-Cola topped WS's estimates X quarterly eps & revenue. Co. reiterated full-year forecast X organic revenue growth & narrowed its outlook X top end of its prior range X comparable eps. LIFE IS GOOD" @Cioparella on X 2025-07-22 12:48:34 UTC XXX followers, XXX engagements
"@W0rld2025 This picture makes it look like you have to go through a cave to get to the Rialto Bridge. Not so" @Cioparella on X 2025-07-12 06:22:35 UTC XXX followers, XX engagements
"However thats not X say that tariffs wont affect consumers. There is a likelihood that they will cause a 1-time increase in prices. Nevertheless tariffs R actually a tax on companies & taxes typically do not cause inflation. Although stocks pulled back after the CPI" @Cioparella on X 2025-07-20 23:14:05 UTC XXX followers, X engagements
"Chip stocks were under pressure due X downbeat sentiment from a report by WSJ that said SoftBank & OpenAIs $500B AI project has faced difficulties & scaled down its near-term plans. AVGO Broadcom = down X% NVDA down 2%. Taiwan Semiconductor TSMA down _2%" @Cioparella on X 2025-07-22 21:09:42 UTC XXX followers, XX engagements
"Monday July XX at 12:30pm in the Reading Room X a special talk on movies the culture of cinema filmmaking & more during Reel Talks 🎥🍿✨ More info:" @Cioparella on X 2025-07-19 04:44:54 UTC XXX followers, XX engagements
/creator/twitter::35196605/posts