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[@FrankCurzio](/creator/twitter/FrankCurzio)
"New power infrastructure takes years to build. You can't just flip a switch and add gigawatts. It takes over X years to build these from scratch. Bitcoin miners already have those connections locked in"  
[X Link](https://x.com/FrankCurzio/status/1977034218938286437) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-11T15:31Z 26.9K followers, XXX engagements


"CoreWeave announced major partnerships with NVIDIA and OpenAI. Then Meta committed $XX billion. The shorts got annihilated in two weeks. What did the shorts miss"  
[X Link](https://x.com/FrankCurzio/status/1977034378216980626) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-11T15:31Z 26.8K followers, XXX engagements


"CoreWeave wasn't building a GPU company. They were securing electrical infrastructure. While Wall Street obsesses over chip supply the actual bottleneck strangling AI growth is power. And CoreWeave locked down capacity before competitors understood the game"  
[X Link](https://x.com/FrankCurzio/status/1977034452749762981) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-11T15:31Z 26.8K followers, XXX engagements


"Here's what I can share publicly: ✅ PWR (Quanta Services) ✅ EME (EMCOR) ✅ ETN (Eaton Corp) ✅ VST (Vistra) ✅ CEG (Constellation Energy) These guys are in the guts of the power grid"  
[X Link](https://x.com/FrankCurzio/status/1951293471710760973) [@FrankCurzio](/creator/x/FrankCurzio) 2025-08-01T14:46Z 26.9K followers, 2507 engagements


"Look at what just happened with CoreWeave. Their stock was at $XXX in August 2024. Short sellers attacked: too much customer concentration no moat crushing debt. Then everything exploded in their faces:"  
[X Link](https://x.com/FrankCurzio/status/1977034300337082620) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-11T15:31Z 26.9K followers, XXX engagements


"Pfizer was down XX% for X years straight. Missed cancer drugs. Missed weight-loss drugs. Stock crashed. Then they discovered something more valuable than any breakthrough drug. Here's the $70B Trump deal that could save Pfizer:"  
[X Link](https://x.com/FrankCurzio/status/1979170583490511210) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-17T13:00Z 26.9K followers, 7379 engagements


"A disaster in the making"  
[X Link](https://x.com/FrankCurzio/status/1979225646283870727) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-17T16:39Z 26.9K followers, XXX engagements


"Wells Fargo cut XX% of staff everyone's saying a recession is coming. Meanwhile the X largest banks just posted $XXX billion in revenue LAST QUARTER. with zero signs of consumer stress. The gap between online panic and actual data is insane:"  
[X Link](https://x.com/FrankCurzio/status/1979548052206878950) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-18T14:00Z 26.9K followers, 11.5K engagements


"The X major banks just crushed earnings expectations. Goldman Morgan Stanley JP Morgan Wells Fargo Bank of America Citi. These aren't small beats. The numbers are ridiculous:"  
[X Link](https://x.com/FrankCurzio/status/1979548154254270695) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-18T14:00Z 26.9K followers, XXX engagements


"The X biggest banks generated $XXX billion in revenue last quarter. $XX billion in profit. Not for the year. For one goddamn quarter"  
[X Link](https://x.com/FrankCurzio/status/1979548244788318284) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-18T14:00Z 26.9K followers, XXX engagements


"Wells Fargo is targeting $XX billion in expense savings by year-end. Investment banking fees up 25%. Headcount cut 24%. That's AI replacing humans in real-time"  
[X Link](https://x.com/FrankCurzio/status/1979548336316383454) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-18T14:01Z 26.9K followers, XXX engagements


"Citigroup hit record revenue across every business segment. Wealth up 8%. Markets up 15%. Banking revenue up 34%. Net interest income up 12%"  
[X Link](https://x.com/FrankCurzio/status/1979548423075561579) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-18T14:01Z 26.9K followers, XXX engagements


"Bank of America had their 27th straight quarter of account growth. 212000 new accounts. Wealth management up 19%. Investment banking up 43%. Credit quality solid across the board"  
[X Link](https://x.com/FrankCurzio/status/1979548529308938625) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-18T14:02Z 26.9K followers, XXX engagements


"Three Mile Islandsite of America's worst nuclear disasterreopens in 2028. Microsoft bought it. For AI power. When tech giants resurrect dead nukes you know something massive is coming. Here's the play:"  
[X Link](https://x.com/FrankCurzio/status/1970114656850321415) [@FrankCurzio](/creator/x/FrankCurzio) 2025-09-22T13:15Z 26.9K followers, 20.8K engagements


"Jerome Powell just triggered the same signal that minted new millionaires in 1996. The last time a Fed chair warned about valuations the Nasdaq quadrupled in four years. If you listened you missed life-changing gains. Here's the contrarian playbook that turns Fed warnings into fortunes:"  
[X Link](https://x.com/FrankCurzio/status/1975192826314154273) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-06T13:34Z 26.9K followers, 15.4K engagements


"Meanwhile every industry is eliminating middlemen. Finance cut out intermediaries. Retail killed wholesalers. Healthcare went direct. Travel dumped agents. StubHub's betting $XXX billion on being the exact thing everyone's eliminating"  
[X Link](https://x.com/FrankCurzio/status/1976634190524559726) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-10T13:01Z 26.9K followers, XXX engagements


"This reminds me exactly of Lyft's IPO in 2019. Opened at XX. Now trading at $XX. Another copycat business with limited growth dressed up as innovation. Insiders made billions. Retail investors got screwed"  
[X Link](https://x.com/FrankCurzio/status/1976634269327090074) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-10T13:01Z 26.9K followers, XXX engagements


"First understand what these miners already have. Power infrastructure worth billions. Buildings designed for 24/7 operations. And most importantly: signed agreements with utilities for massive electrical capacity"  
[X Link](https://x.com/FrankCurzio/status/1977034055435928064) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-11T15:30Z 26.9K followers, XXX engagements


"The economics are brutal. Bitcoin mining assets are worth around $X million per megawatt. Convert that same facility to an AI data center $10-$15 million per megawatt Same power. Same building. But you're existing assets are worth 10-15x more"  
[X Link](https://x.com/FrankCurzio/status/1977034126512603615) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-11T15:30Z 26.9K followers, XXX engagements


"Recent AI infrastructure commitments prove the point: Meta: $XX billion with CoreWeave NVIDIA: major infrastructure partnerships Hyperscalers: hundreds of billions total These aren't compute deals. They're power agreements disguised as AI contracts"  
[X Link](https://x.com/FrankCurzio/status/1977034464841834686) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-11T15:32Z 26.9K followers, XXX engagements


"Now the smart money's piling in. BlackRock just acquired AES a major utility company for $XX billion. AES focuses on renewables with competitive cost structures. When the world's largest asset manager bets $XX billion on power infrastructure pay attention"  
[X Link](https://x.com/FrankCurzio/status/1977034476690850273) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-11T15:32Z 26.9K followers, XXX engagements


"CNBC wants you terrified of the shutdown. But the S&P XXX has RISEN during XX of the last XX government shutdowns since 1976. Here's what they're not telling you:"  
[X Link](https://x.com/FrankCurzio/status/1977721031436755305) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-13T13:00Z 26.9K followers, 9244 engagements


"I've been doing this for XX years. Every time a shutdown comes the same bullshit starts. Breathless headlines. "Expert" panels predicting disaster. And retail investors panic-selling. What actually happens"  
[X Link](https://x.com/FrankCurzio/status/1977721101141807373) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-13T13:00Z 26.9K followers, XXX engagements


"The market did the same thing after the majority of shutdowns. Recovered and moved higher in the following months. Why Because shutdowns don't change what actually drives stock prices"  
[X Link](https://x.com/FrankCurzio/status/1977721259854369043) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-13T13:01Z 26.9K followers, XXX engagements


"Corporate earnings keep rolling in. Consumer spending continues. S&P XXX companies generate profits whether federal offices are open or closed. Government spending during short shutdowns Tiny fraction of GDP"  
[X Link](https://x.com/FrankCurzio/status/1977721271862673883) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-13T13:01Z 26.9K followers, XXX engagements


"While the S&P climbed XXX% Pfizer dropped 21%. They missed every major growth trend. COVID revenue dried up. New drugs failed. Nobody wanted to touch this shit. Then Trump launched "TrumpRx" and everything changed"  
[X Link](https://x.com/FrankCurzio/status/1979170658191061092) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-17T13:00Z 26.8K followers, XXX engagements


"Pfizer was first in line to align. The deal: Lower drug prices for consumers Best-nation pricing for Medicare and Medicaid $70B investment in U.S. manufacturing In return Three-year tariff exemption"  
[X Link](https://x.com/FrankCurzio/status/1979170736536457670) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-17T13:00Z 26.8K followers, XXX engagements


"Here's why the numbers matter: 9x forward earnings. X% dividend yield. Trading at half the S&P multiple. If Pfizer rerates from 9x to 15x earnings That's a XX% return. Get it to 18x It fucking doubles"  
[X Link](https://x.com/FrankCurzio/status/1979170973963448486) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-17T13:01Z 26.9K followers, XXX engagements


"A huge thank you to everyone who tuned in to our livestream and stuck with us all the way through It was awesome to answer your questions. Were thinking of turning this into a weekly eventgoing live every Wednesday. Let me know what you think. Great work as always @creechescorner"  
[X Link](https://x.com/FrankCurzio/status/1975972312429072394) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-08T17:11Z 26.9K followers, 1230 engagements


"Young people don't own homes or cars anymore. Instead they're buying Gold and Bitcoin. Both just hit all-time highs. Here's the generational wealth shift politicians fear:"  
[X Link](https://x.com/FrankCurzio/status/1978083419646300322) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-14T13:00Z 26.9K followers, 9665 engagements


"Here's what Boomers don't get: The 60/40 portfolio ruled Wall Street for XX years. Stocks for growth. Bonds for stability. Simple. Elegant. Bulletproof. But the foundation holding it up It just fucking collapsed"  
[X Link](https://x.com/FrankCurzio/status/1978083530770153528) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-14T13:00Z 26.9K followers, XXX engagements


"The 60/40 worked because inflation stayed dead. The Fed could print money without consequences. Bond yields fell for decades creating a massive tailwind. But that era just ended:"  
[X Link](https://x.com/FrankCurzio/status/1978083604052983853) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-14T13:00Z 26.9K followers, XXX engagements


"They just bought Metsera a weight-loss biotech. Once-a-month injection showing XX% weight loss at XX weeks. That's better than Zepbound and Ozempic. Pfizer completely whiffed on the first GLP-1 wave. Now they're getting a second shot at the biggest growth market in pharma"  
[X Link](https://x.com/FrankCurzio/status/1979170894271647923) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-17T13:01Z 26.9K followers, XXX engagements


"This is a contrarian value play with a political tailwind. Stock's been left for dead. Sentiment is terrible. But the company just aligned with Trump and entered the world's biggest pharma growth market. That's the setup for a turnaround"  
[X Link](https://x.com/FrankCurzio/status/1979171059212665054) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-17T13:02Z 26.9K followers, XXX engagements


"Just so you hear both sides of the story. The six largest banks ( $JPM $WFC $BAC $C $GS $MS) just reported a combined $145B in revenue and $41B in profits LAST QUARTER @hkuppy @porterstansb"  
[X Link](https://x.com/FrankCurzio/status/1979202110651511158) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-17T15:05Z 26.9K followers, 1378 engagements


"JP Morgan added 400000 new checking accounts. Corporate investment banking up 16%. Equity & Fixed Income Markets up 25%. AUM up XX% to $XXX trillion. People don't open bank accounts during recessions"  
[X Link](https://x.com/FrankCurzio/status/1979548517271323002) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-18T14:01Z 26.9K followers, XXX engagements


"Biggest mistake investors make Listening to narratives instead of following the money. Banks don't have opinions. They have data on trillions of dollars flowing through the economy"  
[X Link](https://x.com/FrankCurzio/status/1979549071594688608) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-18T14:04Z 26.9K followers, XX engagements


"This is the kind of analysis I break down every week on Wall Street Unplugged. While everyone repeats the same headlines I'm digging into earnings calls and following actual money flows"  
[X Link](https://x.com/FrankCurzio/status/1979549083561005377) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-18T14:04Z 26.9K followers, XX engagements


"30 years on Wall Street taught me one thing: Markets are rigged against individual investors. They don't get access to the same information. That's what I'm fixing"  
[X Link](https://x.com/FrankCurzio/status/1979549095326101660) [@FrankCurzio](/creator/x/FrankCurzio) 2025-10-18T14:04Z 26.9K followers, XX engagements