[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.] [@davevermilion](/creator/twitter/davevermilion) "$EMN chemicals saying you will no longer have them. They literally go into everything in our market" [X Link](https://x.com/davevermilion/status/1951298139773710696) [@davevermilion](/creator/x/davevermilion) 2025-08-01T15:05Z 19.4K followers, 2235 engagements "One may want to look at SAPs weighting in the DAX index. Globally the same weightings are taking place in all markets. Do the math and you will see" [X Link](https://x.com/davevermilion/status/1948200794471449016) [@davevermilion](/creator/x/davevermilion) 2025-07-24T01:57Z 19.4K followers, 3873 engagements "$IT Gartner Inc. Not much of a bull Market in IT I guess" [X Link](https://x.com/davevermilion/status/1952775254775882013) [@davevermilion](/creator/x/davevermilion) 2025-08-05T16:54Z 19.4K followers, 2206 engagements "Germany DAX index. Hmmm Absolute and RS vs S&P XXX. IMO a top. The S&P XXX is outperforming but could also turn into a top. Next week will bring more clarity" [X Link](https://x.com/davevermilion/status/1964339356249862577) [@davevermilion](/creator/x/davevermilion) 2025-09-06T14:46Z 19.4K followers, 1497 engagements "Something I saw as well going through charts" [X Link](https://x.com/davevermilion/status/1975357796939137416) [@davevermilion](/creator/x/davevermilion) 2025-10-07T00:29Z 19.4K followers, 3522 engagements "$HD coming back to the 200-day. Also hitting down to the 52-week RS low. Making money and outperforming are X very different things" [X Link](https://x.com/davevermilion/status/1975996026055201062) [@davevermilion](/creator/x/davevermilion) 2025-10-08T18:45Z 19.4K followers, 2424 engagements "$CVNA losing the 50-day" [X Link](https://x.com/davevermilion/status/1976284879492087851) [@davevermilion](/creator/x/davevermilion) 2025-10-09T13:53Z 19.4K followers, 4552 engagements "$CVNA is buying me a new car soon" [X Link](https://x.com/davevermilion/status/1976732646459031968) [@davevermilion](/creator/x/davevermilion) 2025-10-10T19:32Z 19.4K followers, 1728 engagements "Imo the key to the market is high yield spreads. Credit is everything and the only thing that can derail the market. I see many posts that just discuss the indexs. Go look at the Feb to April period it started in high yield spreads widening and moving up to XXX basis point spread. No that is not an enormous blowout compared to other periods but it did take the market down XX + % the first brands and tricolor issues certainly took time to for everyone to understand the consequences. The private equity markets displaced the high yield markets and does not price in a public manner. BDCs" [X Link](https://x.com/davevermilion/status/1977164026422423785) [@davevermilion](/creator/x/davevermilion) 2025-10-12T00:06Z 19.4K followers, 5936 engagements "Im betting XX% of it is in long leveraged ETFs" [X Link](https://x.com/davevermilion/status/1977204053856969005) [@davevermilion](/creator/x/davevermilion) 2025-10-12T02:45Z 19.4K followers, 4756 engagements "$FAST really Fast. Missed and cut the dividend H&S top Not good" [X Link](https://x.com/davevermilion/status/1977828365643157569) [@davevermilion](/creator/x/davevermilion) 2025-10-13T20:06Z 19.4K followers, 3131 engagements "@BoxLongs I was told the exact same thing on CVNA last week" [X Link](https://x.com/davevermilion/status/1977877159017370024) [@davevermilion](/creator/x/davevermilion) 2025-10-13T23:20Z 19.4K followers, XXX engagements "There can be only precious metals. Gold and Silver. Are you the lone Ranger Ride on Silver" [X Link](https://x.com/davevermilion/status/1978651864515121630) [@davevermilion](/creator/x/davevermilion) 2025-10-16T02:39Z 19.4K followers, 2411 engagements "See what I did Posted on Sep 5th and now" [X Link](https://x.com/davevermilion/status/1978653362829590597) [@davevermilion](/creator/x/davevermilion) 2025-10-16T02:44Z 19.4K followers, 4530 engagements "@Monteleone3537 Does this help Only X analyst. I think you have seen this before Monteleone" [X Link](https://x.com/davevermilion/status/1978666485632336321) [@davevermilion](/creator/x/davevermilion) 2025-10-16T03:37Z 19.4K followers, XX engagements "$EMN $WLK $CC $CE" [X Link](https://x.com/davevermilion/status/1943332777471955030) [@davevermilion](/creator/x/davevermilion) 2025-07-10T15:33Z 19.4K followers, 2109 engagements "$IAI broker dealer index" [X Link](https://x.com/davevermilion/status/1978907479577698590) [@davevermilion](/creator/x/davevermilion) 2025-10-16T19:34Z 19.4K followers, 1421 engagements "$IAI - Quite extended from the 200-day. What happened last time Not a prediction similar patterns Keep an eye on this one" [X Link](https://x.com/davevermilion/status/1957894283370942904) [@davevermilion](/creator/x/davevermilion) 2025-08-19T19:55Z 19.4K followers, 1438 engagements "@JaguarAnalytics And $FLUX" [X Link](https://x.com/davevermilion/status/1977145170262163793) [@davevermilion](/creator/x/davevermilion) 2025-10-11T22:51Z 19.4K followers, XXX engagements "@JaguarAnalytics Also include $NVX and $WWR on the graphite side. I am long huge on NVX at $XXXX been long EOSE at XXXX FLNC at XXXX and ENVX after they priced a recent shelf" [X Link](https://x.com/davevermilion/status/1977145965912956995) [@davevermilion](/creator/x/davevermilion) 2025-10-11T22:55Z 19.4K followers, 2619 engagements "When Small-caps run there is nothing but air. $TE does it have fundamentals You need to check. In at $X You gotta play while you can" [X Link](https://x.com/davevermilion/status/1978541533205774822) [@davevermilion](/creator/x/davevermilion) 2025-10-15T19:20Z 19.4K followers, 7439 engagements "Palladium. It always does this" [X Link](https://x.com/davevermilion/status/1975916452197929214) [@davevermilion](/creator/x/davevermilion) 2025-10-08T13:29Z 19.4K followers, 1758 engagements "Are Chips leading the market $TXN vs $SMH is now underperforming the SMH by XX% in the last XX years. AI is increasingly hiding the issues under the surface" [X Link](https://x.com/davevermilion/status/1976348859405304156) [@davevermilion](/creator/x/davevermilion) 2025-10-09T18:07Z 19.4K followers, 1680 engagements "Lets see if they can take this through the 200-day" [X Link](https://x.com/davevermilion/status/1976682049411940736) [@davevermilion](/creator/x/davevermilion) 2025-10-10T16:11Z 19.4K followers, 2586 engagements "$RBLX not looking good" [X Link](https://x.com/davevermilion/status/1977770107028840728) [@davevermilion](/creator/x/davevermilion) 2025-10-13T16:15Z 19.4K followers, 5100 engagements "$ATR packaging and chemicals used in every single product is in a death spiral but we have AI. $LYB vs S&P 500" [X Link](https://x.com/davevermilion/status/1978661717832880406) [@davevermilion](/creator/x/davevermilion) 2025-10-16T03:18Z 19.4K followers, 2909 engagements "I did extremely well in that era. I sold everything at the day of the top. My father came out with a call that day if it can happen to biotech it can happen to tech. I tried bottom fishing a few times during that slide volatility was unbelievable" [X Link](https://x.com/davevermilion/status/1979917297666945409) [@davevermilion](/creator/x/davevermilion) 2025-10-19T14:27Z 19.4K followers, 4796 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@davevermilion
"$EMN chemicals saying you will no longer have them. They literally go into everything in our market"
X Link @davevermilion 2025-08-01T15:05Z 19.4K followers, 2235 engagements
"One may want to look at SAPs weighting in the DAX index. Globally the same weightings are taking place in all markets. Do the math and you will see"
X Link @davevermilion 2025-07-24T01:57Z 19.4K followers, 3873 engagements
"$IT Gartner Inc. Not much of a bull Market in IT I guess"
X Link @davevermilion 2025-08-05T16:54Z 19.4K followers, 2206 engagements
"Germany DAX index. Hmmm Absolute and RS vs S&P XXX. IMO a top. The S&P XXX is outperforming but could also turn into a top. Next week will bring more clarity"
X Link @davevermilion 2025-09-06T14:46Z 19.4K followers, 1497 engagements
"Something I saw as well going through charts"
X Link @davevermilion 2025-10-07T00:29Z 19.4K followers, 3522 engagements
"$HD coming back to the 200-day. Also hitting down to the 52-week RS low. Making money and outperforming are X very different things"
X Link @davevermilion 2025-10-08T18:45Z 19.4K followers, 2424 engagements
"$CVNA losing the 50-day"
X Link @davevermilion 2025-10-09T13:53Z 19.4K followers, 4552 engagements
"$CVNA is buying me a new car soon"
X Link @davevermilion 2025-10-10T19:32Z 19.4K followers, 1728 engagements
"Imo the key to the market is high yield spreads. Credit is everything and the only thing that can derail the market. I see many posts that just discuss the indexs. Go look at the Feb to April period it started in high yield spreads widening and moving up to XXX basis point spread. No that is not an enormous blowout compared to other periods but it did take the market down XX + % the first brands and tricolor issues certainly took time to for everyone to understand the consequences. The private equity markets displaced the high yield markets and does not price in a public manner. BDCs"
X Link @davevermilion 2025-10-12T00:06Z 19.4K followers, 5936 engagements
"Im betting XX% of it is in long leveraged ETFs"
X Link @davevermilion 2025-10-12T02:45Z 19.4K followers, 4756 engagements
"$FAST really Fast. Missed and cut the dividend H&S top Not good"
X Link @davevermilion 2025-10-13T20:06Z 19.4K followers, 3131 engagements
"@BoxLongs I was told the exact same thing on CVNA last week"
X Link @davevermilion 2025-10-13T23:20Z 19.4K followers, XXX engagements
"There can be only precious metals. Gold and Silver. Are you the lone Ranger Ride on Silver"
X Link @davevermilion 2025-10-16T02:39Z 19.4K followers, 2411 engagements
"See what I did Posted on Sep 5th and now"
X Link @davevermilion 2025-10-16T02:44Z 19.4K followers, 4530 engagements
"@Monteleone3537 Does this help Only X analyst. I think you have seen this before Monteleone"
X Link @davevermilion 2025-10-16T03:37Z 19.4K followers, XX engagements
"$EMN $WLK $CC $CE"
X Link @davevermilion 2025-07-10T15:33Z 19.4K followers, 2109 engagements
"$IAI broker dealer index"
X Link @davevermilion 2025-10-16T19:34Z 19.4K followers, 1421 engagements
"$IAI - Quite extended from the 200-day. What happened last time Not a prediction similar patterns Keep an eye on this one"
X Link @davevermilion 2025-08-19T19:55Z 19.4K followers, 1438 engagements
"@JaguarAnalytics And $FLUX"
X Link @davevermilion 2025-10-11T22:51Z 19.4K followers, XXX engagements
"@JaguarAnalytics Also include $NVX and $WWR on the graphite side. I am long huge on NVX at $XXXX been long EOSE at XXXX FLNC at XXXX and ENVX after they priced a recent shelf"
X Link @davevermilion 2025-10-11T22:55Z 19.4K followers, 2619 engagements
"When Small-caps run there is nothing but air. $TE does it have fundamentals You need to check. In at $X You gotta play while you can"
X Link @davevermilion 2025-10-15T19:20Z 19.4K followers, 7439 engagements
"Palladium. It always does this"
X Link @davevermilion 2025-10-08T13:29Z 19.4K followers, 1758 engagements
"Are Chips leading the market $TXN vs $SMH is now underperforming the SMH by XX% in the last XX years. AI is increasingly hiding the issues under the surface"
X Link @davevermilion 2025-10-09T18:07Z 19.4K followers, 1680 engagements
"Lets see if they can take this through the 200-day"
X Link @davevermilion 2025-10-10T16:11Z 19.4K followers, 2586 engagements
"$RBLX not looking good"
X Link @davevermilion 2025-10-13T16:15Z 19.4K followers, 5100 engagements
"$ATR packaging and chemicals used in every single product is in a death spiral but we have AI. $LYB vs S&P 500"
X Link @davevermilion 2025-10-16T03:18Z 19.4K followers, 2909 engagements
"I did extremely well in that era. I sold everything at the day of the top. My father came out with a call that day if it can happen to biotech it can happen to tech. I tried bottom fishing a few times during that slide volatility was unbelievable"
X Link @davevermilion 2025-10-19T14:27Z 19.4K followers, 4796 engagements
/creator/twitter::3765917302/posts