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[@DavidTimis](/creator/twitter/DavidTimis)
"@StockSavvyShay Don't forget $BN & $GEV the unsung juggernauts in the space"  
[X Link](https://x.com/DavidTimis/status/1977455870666473912) [@DavidTimis](/creator/x/DavidTimis) 2025-10-12T19:26Z XXX followers, XXX engagements


"The stock market has never been the economy - its really a reflection of what the economy dreams it could be in a world where share buybacks translate to meaningful productivity. But as AI swallows up more and more capital it's the economy the stock market and the government"  
[X Link](https://x.com/DavidTimis/status/1977997508014964828) [@DavidTimis](/creator/x/DavidTimis) 2025-10-14T07:18Z XXX followers, XX engagements


"The equity market believes the AI story overrides everything else. The gold market believes something is fundamentally breaking. Theyre both reacting to the same underlying reality but they just have different theories about what happens next"  
[X Link](https://x.com/DavidTimis/status/1978002041554477357) [@DavidTimis](/creator/x/DavidTimis) 2025-10-14T07:36Z XXX followers, XX engagements


"@StockSavvyShay Don't forget about natural gas stocks such as $EQT and $WMB"  
[X Link](https://x.com/DavidTimis/status/1979675482758258732) [@DavidTimis](/creator/x/DavidTimis) 2025-10-18T22:26Z XXX followers, XXX engagements