Dark | Light
[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.]

[@SamanthaLaDuc](/creator/twitter/SamanthaLaDuc)
"This is my AI avatar but the market analysis is real AND created without AI. In this 10min video I explain how renewed global interest in nuclear energyfueled by AI infrastructure needs energy security concerns & deepening supply deficitcontinues to validate my bullish positioning. LINK BELOW $URA $CCJ $OKLO $FLR $SMR $URNM"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944126531992793450) 2025-07-12 20:07:40 UTC 64.9K followers, 6648 engagements


"DOLLAR dumped GOLD spiked - that was the biggest impact from this fake "Trump will soon fire Powell' news. QQQs said 'bite me' and SPY did it's ol' shake-n-bake off VIX for full XXX. Yields barely registered it. What I had just sized up for clients live was USDJPY rejection at 200D & yen bounce off its 200D. That happened but was going to anyway. My view: this was but an ALGO dress rehearsal to TEASE the markets to BUY protection they later need to unwind. I still firmly believe the show will go on - with Powell - and Trump is impotent to remove him"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945515781791613323) 2025-07-16 16:08:02 UTC 64.9K followers, 11.7K engagements


"KEY TRADING PATTERNS STILL WORKING With Charts & Levels. NVDA SPX UBER SLV KSS TGT BIDU JBHT BTU CLF MSOS UUUU CSX RCAT ACHR AG BA FCX UFO COPX XME NEM AMD NXPI STM ON DELL QCOM MRVL FLR VLO MPC PBF IWM UUP DOW FSLR link below"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944103427413291160) 2025-07-12 18:35:51 UTC 64.9K followers, 6875 engagements


"$AAPL advances while $NVDA stalls - typical (still have $XXX + $172as rec'd swing longs) Tech is a wreck while money rotates to bottom-fishing plays. $MSOS as example Beautiful oversold basket of $KSS $TGT $JBHT $ALB $BTU $LYB etc - for a trade ;-) #LiveTradingRoom"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943328830216687866) 2025-07-10 15:17:53 UTC 64.9K followers, 3040 engagements


"Nah DOLLAR dumped GOLD spiked - that was the biggest impact. QQQs said 'bite me' and SPY did it's ol' shake-n-bake off VIX for full XXX. Yields barely registered it. What I had just sized up for clients was USDJPY rejection at 200D & yen bounce off its 200D. That happened but was going to anyway. My view: this was but an ALGO dress rehearsal to TEASE the markets to BUY protection they later need to unwind. I still firmly believe the show will not go on - without Powell - and Trump is impotent to remove him"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945515406091047209) 2025-07-16 16:06:33 UTC 64.9K followers, XXX engagements


"Whose got refiners by the short hairs Also who rec'd $VLO at $XXX (now $155) $PBF at $XX (now $28) and $MPC at $XXX (now $183). I literally just updated clients this AM live that PBF has $25/share in real estate & Carlos Slim is no dummy so. #NotDone. It does not hurt that I have an oil trader on our LaDucTrading desk. πŸ˜‰πŸ•ΊπŸ’ƒπŸ™"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943368171295248391) 2025-07-10 17:54:12 UTC 64.9K followers, 2866 engagements


"Curious: The 30Y yield is up 100bp since Fed started aggressively cutting Sept 18th. Short of QE or panic how will Fed cause yields to fall from further rate cuts"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944409709265420473) 2025-07-13 14:52:54 UTC 64.9K followers, 10.7K engagements


"the nexus between trade and tax avoidance . no one tracks better πŸ‘‡ $IBB"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945214853121024382) 2025-07-15 20:12:15 UTC 64.9K followers, 4834 engagements


"Stifel: Will Powell be the 1st chair in XX years not to RAISE rates in their last year"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945101245624074717) 2025-07-15 12:40:49 UTC 64.9K followers, 6463 engagements


"@brandonmoretz lots of the rant/angst I understand but rug the markets to remove Powell not gonna happen. Powell is going nowhere until HE decides to leave"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945520389418889692) 2025-07-16 16:26:21 UTC 64.9K followers, XXX engagements


"$MP + XX% on DOD contract. MP Materials has XX% ownership by Chamath & another XX% by China outfit. Interesting times"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943295595856203811) 2025-07-10 13:05:49 UTC 64.9K followers, 7443 engagements


"Wouldn't it be THE FUNNIEST THING if this DC drama is what trips up the market CPI will be rising from here on out - don't care. Russia-Ukraine Iran-Isreal China-US. bite me. Rising term premia against falling dollar - so AI disruption to jobs. recession risk. - cope better. Spiking higher JGB yields - try harder. Powell bashing - nope Govt Shutdown risk - nope RUMORS of Xi getting pushed out - nope BUY BUY BUY everyday Enter: Ghislaine Maxwell THAT WOULD BE EFFING HILARIOUS"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944860369270215157) 2025-07-14 20:43:40 UTC 64.9K followers, 11.4K engagements


"@brandonmoretz 1987 was 1st triple digit VIX print but I hear ya"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944453774065713560) 2025-07-13 17:48:00 UTC 64.9K followers, XXX engagements


"@RealJohnGaltFla Pretty much - and equities will stupidly rejoice"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944446161617613160) 2025-07-13 17:17:45 UTC 64.9K followers, XXX engagements


"@_SaporeDiMare $EBAY was my rec'd for clients"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945453861365313672) 2025-07-16 12:01:59 UTC 64.9K followers, XX engagements


"@RealJohnGaltFla I really appreciate you You have superb original thought. I just test-stress everyone else's ;-)"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945530713404580320) 2025-07-16 17:07:22 UTC 64.9K followers, XXX engagements


"@brandonmoretz Wells Fargo was more telling. Geoffrey did a deep-dive on their (contracting) consumer lending. If a client you can see in Slack or in Substack"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945236485587828975) 2025-07-15 21:38:13 UTC 64.9K followers, XXX engagements


"can ya blame them Insiders have ATHs to sell into. smaht"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945557101553533133) 2025-07-16 18:52:14 UTC 64.9K followers, 8374 engagements


"Squatter's Rights. That's what this Trump bashing of Powell comes down to. Can't fire him. Can't bully him into resignation. No real precedence for demotion. No power of the purse to pursue them. Yup FED IS INDEPENDENT Like it or not. It is not just a tag line. Fed chair is AS powerful as POTUS or SCOTUS. That's by design & default. Will take an act of Congress/Constitution to remove Powell. Trump & All The President's Men are powerless to change that"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945677556990058507) 2025-07-17 02:50:53 UTC 64.9K followers, 6161 engagements


"But wait future Fed chair wannabe Ken Hasnett says US growth will be 3%/yr next 10yrs. πŸ€”πŸ˜† As Bond market says good luck with that Incoming: downwards revision of US GDP growth"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944592319149154582) 2025-07-14 02:58:32 UTC 64.9K followers, 5401 engagements


"@RealJohnGaltFla Long backyard gardens for food Safes with USD Euros & gold Reverse Osmosis for water filtration Starlink for communications Powdered Milk. what am I missing"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945665656151511353) 2025-07-17 02:03:35 UTC 64.9K followers, XXX engagements


"Don't fall for it. Gold spiking with yields yen & VIX bid. Hedges will pay & selling under the surface that started Fri & Tues is definitely gonna make this extended market wobbly. But I don't believe the rumors"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945504508219445261) 2025-07-16 15:23:15 UTC 64.9K followers, 11.7K engagements


"Emphasis on relentless price-insensitive bid $NVDA"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944461354888573193) 2025-07-13 18:18:08 UTC 64.9K followers, 6233 engagements


"CIPS over SWIFT for Egypt & China moving forward. πŸ’Έ MONEY STAYS HOME"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945267899683197186) 2025-07-15 23:43:03 UTC 64.9K followers, 4895 engagements


"Im just going to say it out loud once: I trust MBS about as far as I can throw him. Trump is doing a deal with the devil & I bet he knows it"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1922376062748491921) 2025-05-13 19:39:04 UTC 64.9K followers, 14K engagements


"I'm not sure that when Trump talks of balancing our trade deficit through tariffs he is trying to drive the value of the US dollar lower in an attempt to reduce risk ahead of an economic downturn especially if interest rates rise; but either way as Geoffrey and I have discussed and posted for many months Trump's plan of devaluing the dollar is a feature not a bug of his plain to maintain US exceptionalism through isolationism"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1942933435669967287) 2025-07-09 13:06:43 UTC 64.9K followers, 9187 engagements


"AI Bubble Today Is Bigger Than the IT Bubble in the 1990s The difference between the IT bubble in the 1990s and the AI bubble today is that the top XX companies in the S&P XXX today are more overvalued than they were in the 1990s see chart below. APOLLO - Torsten Slok"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945469869903728645) 2025-07-16 13:05:36 UTC 64.9K followers, 9104 engagements


"the 'infinite money hack'. (a sonnet of sorts) buy an influencer pump a penny stock don't go small $.82 to $XX or bust no one gets hurt right the 'infinite money hack' $OPEN etc et al"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945673768195502184) 2025-07-17 02:35:49 UTC 64.9K followers, 5633 engagements


"@conksresearch cliff notes Like why do you follow me I don't speak 'plumber'. Seriously I read your unpaid version and got to "Operation Untwist" and wondered if there was an English translator on the substack page"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945687981089501598) 2025-07-17 03:32:18 UTC 64.9K followers, 1186 engagements


"$BABA engaged. $BIDU too. Both called out yday in live trading room on expected strong China data. βœ…βœ…"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945143139074711988) 2025-07-15 15:27:18 UTC 64.9K followers, 4347 engagements


"Gotta timestamp this one: Hartnett's global flow trading rule: "when inflows to global equity & HY bonds exceed XXX% of AUM in X weeks sell past X weeks inflows to global equity/HY bonds = 1.0%.sell signal triggered for X st time since Jul24""  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943814072837001396) 2025-07-11 23:26:03 UTC 64.9K followers, 17.7K engagements


"Trump threatening & GOP supporting XXX% tariffs on US trading partners (like CHINA and India) that buy their oil from Russia. Market show me you care. TARIFFS FOR ANY REASON"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944823079969952005) 2025-07-14 18:15:29 UTC 64.9K followers, 3784 engagements


"Agin These are TARIFFS FOR ANY REASON. More than just to balance trade. Tariffs finance US fiscal spending needed to grow US out of this quagmire of a debt trap Its a way to slow/stop/reverse US CONSUMPTION OF TRADE USING DEBT. And it is very USD bearish. #CopperTariffs"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944571634733478276) 2025-07-14 01:36:20 UTC 64.9K followers, 10.5K engagements


"You will not convince me this is not Player Ready One crap. Virtual token for Virtual real estate. Geoffrey sums up best: "So there is NOTHING to back the Token" And there is nothing to back their argument: Restrict the supply and say "hey I know there is ABSOLUTELY NOTHING to back those tokens but since I restricted the supply now it's worth more". #SoldToYou #MoneyLaundering #InflationOfframp"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944788789190127651) 2025-07-14 15:59:14 UTC 64.9K followers, 5588 engagements


"Told ya. Did not pass the mom smell test: Trump Now Says Firing Powell Unlikely' - and Again I believe neither a shadow chair nor demotion is even likely: no precedence = no power. Ergo Powell isn't leaving until May 2026"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945522354412564616) 2025-07-16 16:34:10 UTC 64.9K followers, 10.2K engagements


"🎯 These are retaliatory tariffs for sure but its also TARIFFS FOR ANY REASON. More than just to balance trade. Tariffs finance US fiscal spending needed to grow US out of this quagmire of a debt trap Geoffrey is right: Its a way to slow/stop/reverse US CONSUMPTION OF TRADE USING DEBT. And it is very USD bearish"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944487674213261623) 2025-07-13 20:02:43 UTC 64.9K followers, 7547 engagements


"@Andrea_Texas_82 I am with you - on all but the Bitcoin. It's future garbage so although I can highly rec'd for speculation & TRADING πŸ€‘ I am a strong advocate that it is not safe & institutions are foolish to hold"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944781251027611926) 2025-07-14 15:29:17 UTC 64.9K followers, XXX engagements


"Trump making EVERYTHING that uses copper more expensive for US manufactures and consumers. πŸ™„ But it is very good for my recd $FCX swing long with $COPX & $XME - from May for clients πŸ’ƒ"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1942728561539887308) 2025-07-08 23:32:37 UTC 64.9K followers, 10.1K engagements


"Whose got refiners by the short hairs Also who rec'd $VLO at $XXX (now $155) $PBF at $XX (now $28) and $MPC at $XXX (now $183). I literally just updated clients this AM live that PBF has $25/share in real estate & Carlos Slim is no dummy so. #NotDone. It does not hurt that I have an oil trader on our LaDucTrading desk. πŸ˜‰πŸ•ΊπŸ’ƒπŸ™"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943368142543294654) 2025-07-10 17:54:05 UTC 64.9K followers, 2597 engagements


""upcoming Q2 earnings should be solid. This is driven by: 1) due to the tariff turmoil conservative guidance was given by companies during Q1 earnings that sets a low bar for upcoming Q2 results 2) the X% drop in the US dollar in Q2 from Q1 helps the XX% of revenues in the S&P that are international and 3) there seems to be some continuing pull forward in demand in front of the price increases later this year due to tariffs." @DanielTNiles"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944856275700908187) 2025-07-14 20:27:24 UTC 64.9K followers, 4223 engagements


"@RealJohnGaltFla oh duh Ham radio βœ” CB is different from Ham πŸ™†β™€ Solar panels. Solar generator βœ” Guns/Ammo - I need to work on that. Tough to be a passivist & apocolyptic - just sayin'"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945669001427714318) 2025-07-17 02:16:53 UTC 64.9K followers, XX engagements


"@DerivativesDon Growth scare - inflation yield spike war recession Nvidia has the benefit of incumbency"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944463944363708920) 2025-07-13 18:28:25 UTC 64.9K followers, XXX engagements


"Jensen predicting the approval to sell H20 GPU to China again after White House meeting will bring $NVDA $XXX next - as posted early last week πŸ‘‡link below with many more"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944959615168315780) 2025-07-15 03:18:02 UTC 64.9K followers, 6508 engagements


"Less USD demand/more gold. Falling petrol-dollar demand/dedollarizarion. Foreign yield chasing/higher US term premia. UST supply imbalance/balance of trade. MONEY GOES HOME"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944568149514555412) 2025-07-14 01:22:29 UTC 64.9K followers, 6135 engagements


"FOMO traders delight. For anyone macro or value risk-aware. not so much: $SOFI"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945601281839518004) 2025-07-16 21:47:47 UTC 64.9K followers, 5317 engagements


"Why I'm tactically bullish into VIX XXXXX but macro bearish into year-end. Same thing I said in April. So far so good. And why Hans is positively giddy with excitement for potential parabola. @HansCashFlow"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945465894005510167) 2025-07-16 12:49:48 UTC 64.9K followers, 3547 engagements


"Stablecoins as a New Source of Demand for Treasuries "stablecoin demand for T-bills could grow into trillions and the likely result is a steeper curve with significant new demand in the front end." Torsten Slok Apollo"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943661089964572807) 2025-07-11 13:18:09 UTC 64.9K followers, 34.9K engagements


"@XplorerHoch SO $8200 $SPX here we come color me skeptical about AI but I am not disbelieving that the market LUVS to be lied to. anything is possible when market participants don't want to believe in the impossible"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1945664276460421444) 2025-07-17 01:58:06 UTC 64.9K followers, XX engagements


"I told clients I did not believe the rumors of Powell resigning. That's not to say he won't be removed but WHAT'S THE TRADE if he is"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944419135812734982) 2025-07-13 15:30:22 UTC 64.9K followers, 11.8K engagements


"Now that $CCJ is up 7X since rec'd & the uranium rotation has taken on a whole big AI infrastructure build out mantra it's time to review my "It's so old it's new" report posted for clients X yrs ago. $URA $OKLO $URNM $FLR $SMR $JBL $GEV $BWXT $PWR $VST"  
![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::705540042.png) [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1942642231845810463) 2025-07-08 17:49:35 UTC 64.9K followers, 6517 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.]

@SamanthaLaDuc "This is my AI avatar but the market analysis is real AND created without AI. In this 10min video I explain how renewed global interest in nuclear energyfueled by AI infrastructure needs energy security concerns & deepening supply deficitcontinues to validate my bullish positioning. LINK BELOW $URA $CCJ $OKLO $FLR $SMR $URNM"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-12 20:07:40 UTC 64.9K followers, 6648 engagements

"DOLLAR dumped GOLD spiked - that was the biggest impact from this fake "Trump will soon fire Powell' news. QQQs said 'bite me' and SPY did it's ol' shake-n-bake off VIX for full XXX. Yields barely registered it. What I had just sized up for clients live was USDJPY rejection at 200D & yen bounce off its 200D. That happened but was going to anyway. My view: this was but an ALGO dress rehearsal to TEASE the markets to BUY protection they later need to unwind. I still firmly believe the show will go on - with Powell - and Trump is impotent to remove him"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-16 16:08:02 UTC 64.9K followers, 11.7K engagements

"KEY TRADING PATTERNS STILL WORKING With Charts & Levels. NVDA SPX UBER SLV KSS TGT BIDU JBHT BTU CLF MSOS UUUU CSX RCAT ACHR AG BA FCX UFO COPX XME NEM AMD NXPI STM ON DELL QCOM MRVL FLR VLO MPC PBF IWM UUP DOW FSLR link below"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-12 18:35:51 UTC 64.9K followers, 6875 engagements

"$AAPL advances while $NVDA stalls - typical (still have $XXX + $172as rec'd swing longs) Tech is a wreck while money rotates to bottom-fishing plays. $MSOS as example Beautiful oversold basket of $KSS $TGT $JBHT $ALB $BTU $LYB etc - for a trade ;-) #LiveTradingRoom"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-10 15:17:53 UTC 64.9K followers, 3040 engagements

"Nah DOLLAR dumped GOLD spiked - that was the biggest impact. QQQs said 'bite me' and SPY did it's ol' shake-n-bake off VIX for full XXX. Yields barely registered it. What I had just sized up for clients was USDJPY rejection at 200D & yen bounce off its 200D. That happened but was going to anyway. My view: this was but an ALGO dress rehearsal to TEASE the markets to BUY protection they later need to unwind. I still firmly believe the show will not go on - without Powell - and Trump is impotent to remove him"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-16 16:06:33 UTC 64.9K followers, XXX engagements

"Whose got refiners by the short hairs Also who rec'd $VLO at $XXX (now $155) $PBF at $XX (now $28) and $MPC at $XXX (now $183). I literally just updated clients this AM live that PBF has $25/share in real estate & Carlos Slim is no dummy so. #NotDone. It does not hurt that I have an oil trader on our LaDucTrading desk. πŸ˜‰πŸ•ΊπŸ’ƒπŸ™"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-10 17:54:12 UTC 64.9K followers, 2866 engagements

"Curious: The 30Y yield is up 100bp since Fed started aggressively cutting Sept 18th. Short of QE or panic how will Fed cause yields to fall from further rate cuts"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-13 14:52:54 UTC 64.9K followers, 10.7K engagements

"the nexus between trade and tax avoidance . no one tracks better πŸ‘‡ $IBB"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-15 20:12:15 UTC 64.9K followers, 4834 engagements

"Stifel: Will Powell be the 1st chair in XX years not to RAISE rates in their last year"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-15 12:40:49 UTC 64.9K followers, 6463 engagements

"@brandonmoretz lots of the rant/angst I understand but rug the markets to remove Powell not gonna happen. Powell is going nowhere until HE decides to leave"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-16 16:26:21 UTC 64.9K followers, XXX engagements

"$MP + XX% on DOD contract. MP Materials has XX% ownership by Chamath & another XX% by China outfit. Interesting times"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-10 13:05:49 UTC 64.9K followers, 7443 engagements

"Wouldn't it be THE FUNNIEST THING if this DC drama is what trips up the market CPI will be rising from here on out - don't care. Russia-Ukraine Iran-Isreal China-US. bite me. Rising term premia against falling dollar - so AI disruption to jobs. recession risk. - cope better. Spiking higher JGB yields - try harder. Powell bashing - nope Govt Shutdown risk - nope RUMORS of Xi getting pushed out - nope BUY BUY BUY everyday Enter: Ghislaine Maxwell THAT WOULD BE EFFING HILARIOUS"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-14 20:43:40 UTC 64.9K followers, 11.4K engagements

"@brandonmoretz 1987 was 1st triple digit VIX print but I hear ya"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-13 17:48:00 UTC 64.9K followers, XXX engagements

"@RealJohnGaltFla Pretty much - and equities will stupidly rejoice"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-13 17:17:45 UTC 64.9K followers, XXX engagements

"@_SaporeDiMare $EBAY was my rec'd for clients"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-16 12:01:59 UTC 64.9K followers, XX engagements

"@RealJohnGaltFla I really appreciate you You have superb original thought. I just test-stress everyone else's ;-)"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-16 17:07:22 UTC 64.9K followers, XXX engagements

"@brandonmoretz Wells Fargo was more telling. Geoffrey did a deep-dive on their (contracting) consumer lending. If a client you can see in Slack or in Substack"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-15 21:38:13 UTC 64.9K followers, XXX engagements

"can ya blame them Insiders have ATHs to sell into. smaht"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-16 18:52:14 UTC 64.9K followers, 8374 engagements

"Squatter's Rights. That's what this Trump bashing of Powell comes down to. Can't fire him. Can't bully him into resignation. No real precedence for demotion. No power of the purse to pursue them. Yup FED IS INDEPENDENT Like it or not. It is not just a tag line. Fed chair is AS powerful as POTUS or SCOTUS. That's by design & default. Will take an act of Congress/Constitution to remove Powell. Trump & All The President's Men are powerless to change that"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-17 02:50:53 UTC 64.9K followers, 6161 engagements

"But wait future Fed chair wannabe Ken Hasnett says US growth will be 3%/yr next 10yrs. πŸ€”πŸ˜† As Bond market says good luck with that Incoming: downwards revision of US GDP growth"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-14 02:58:32 UTC 64.9K followers, 5401 engagements

"@RealJohnGaltFla Long backyard gardens for food Safes with USD Euros & gold Reverse Osmosis for water filtration Starlink for communications Powdered Milk. what am I missing"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-17 02:03:35 UTC 64.9K followers, XXX engagements

"Don't fall for it. Gold spiking with yields yen & VIX bid. Hedges will pay & selling under the surface that started Fri & Tues is definitely gonna make this extended market wobbly. But I don't believe the rumors"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-16 15:23:15 UTC 64.9K followers, 11.7K engagements

"Emphasis on relentless price-insensitive bid $NVDA"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-13 18:18:08 UTC 64.9K followers, 6233 engagements

"CIPS over SWIFT for Egypt & China moving forward. πŸ’Έ MONEY STAYS HOME"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-15 23:43:03 UTC 64.9K followers, 4895 engagements

"Im just going to say it out loud once: I trust MBS about as far as I can throw him. Trump is doing a deal with the devil & I bet he knows it"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-05-13 19:39:04 UTC 64.9K followers, 14K engagements

"I'm not sure that when Trump talks of balancing our trade deficit through tariffs he is trying to drive the value of the US dollar lower in an attempt to reduce risk ahead of an economic downturn especially if interest rates rise; but either way as Geoffrey and I have discussed and posted for many months Trump's plan of devaluing the dollar is a feature not a bug of his plain to maintain US exceptionalism through isolationism"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-09 13:06:43 UTC 64.9K followers, 9187 engagements

"AI Bubble Today Is Bigger Than the IT Bubble in the 1990s The difference between the IT bubble in the 1990s and the AI bubble today is that the top XX companies in the S&P XXX today are more overvalued than they were in the 1990s see chart below. APOLLO - Torsten Slok"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-16 13:05:36 UTC 64.9K followers, 9104 engagements

"the 'infinite money hack'. (a sonnet of sorts) buy an influencer pump a penny stock don't go small $.82 to $XX or bust no one gets hurt right the 'infinite money hack' $OPEN etc et al"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-17 02:35:49 UTC 64.9K followers, 5633 engagements

"@conksresearch cliff notes Like why do you follow me I don't speak 'plumber'. Seriously I read your unpaid version and got to "Operation Untwist" and wondered if there was an English translator on the substack page"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-17 03:32:18 UTC 64.9K followers, 1186 engagements

"$BABA engaged. $BIDU too. Both called out yday in live trading room on expected strong China data. βœ…βœ…"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-15 15:27:18 UTC 64.9K followers, 4347 engagements

"Gotta timestamp this one: Hartnett's global flow trading rule: "when inflows to global equity & HY bonds exceed XXX% of AUM in X weeks sell past X weeks inflows to global equity/HY bonds = 1.0%.sell signal triggered for X st time since Jul24""
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-11 23:26:03 UTC 64.9K followers, 17.7K engagements

"Trump threatening & GOP supporting XXX% tariffs on US trading partners (like CHINA and India) that buy their oil from Russia. Market show me you care. TARIFFS FOR ANY REASON"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-14 18:15:29 UTC 64.9K followers, 3784 engagements

"Agin These are TARIFFS FOR ANY REASON. More than just to balance trade. Tariffs finance US fiscal spending needed to grow US out of this quagmire of a debt trap Its a way to slow/stop/reverse US CONSUMPTION OF TRADE USING DEBT. And it is very USD bearish. #CopperTariffs"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-14 01:36:20 UTC 64.9K followers, 10.5K engagements

"You will not convince me this is not Player Ready One crap. Virtual token for Virtual real estate. Geoffrey sums up best: "So there is NOTHING to back the Token" And there is nothing to back their argument: Restrict the supply and say "hey I know there is ABSOLUTELY NOTHING to back those tokens but since I restricted the supply now it's worth more". #SoldToYou #MoneyLaundering #InflationOfframp"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-14 15:59:14 UTC 64.9K followers, 5588 engagements

"Told ya. Did not pass the mom smell test: Trump Now Says Firing Powell Unlikely' - and Again I believe neither a shadow chair nor demotion is even likely: no precedence = no power. Ergo Powell isn't leaving until May 2026"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-16 16:34:10 UTC 64.9K followers, 10.2K engagements

"🎯 These are retaliatory tariffs for sure but its also TARIFFS FOR ANY REASON. More than just to balance trade. Tariffs finance US fiscal spending needed to grow US out of this quagmire of a debt trap Geoffrey is right: Its a way to slow/stop/reverse US CONSUMPTION OF TRADE USING DEBT. And it is very USD bearish"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-13 20:02:43 UTC 64.9K followers, 7547 engagements

"@Andrea_Texas_82 I am with you - on all but the Bitcoin. It's future garbage so although I can highly rec'd for speculation & TRADING πŸ€‘ I am a strong advocate that it is not safe & institutions are foolish to hold"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-14 15:29:17 UTC 64.9K followers, XXX engagements

"Trump making EVERYTHING that uses copper more expensive for US manufactures and consumers. πŸ™„ But it is very good for my recd $FCX swing long with $COPX & $XME - from May for clients πŸ’ƒ"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-08 23:32:37 UTC 64.9K followers, 10.1K engagements

"Whose got refiners by the short hairs Also who rec'd $VLO at $XXX (now $155) $PBF at $XX (now $28) and $MPC at $XXX (now $183). I literally just updated clients this AM live that PBF has $25/share in real estate & Carlos Slim is no dummy so. #NotDone. It does not hurt that I have an oil trader on our LaDucTrading desk. πŸ˜‰πŸ•ΊπŸ’ƒπŸ™"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-10 17:54:05 UTC 64.9K followers, 2597 engagements

""upcoming Q2 earnings should be solid. This is driven by: 1) due to the tariff turmoil conservative guidance was given by companies during Q1 earnings that sets a low bar for upcoming Q2 results 2) the X% drop in the US dollar in Q2 from Q1 helps the XX% of revenues in the S&P that are international and 3) there seems to be some continuing pull forward in demand in front of the price increases later this year due to tariffs." @DanielTNiles"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-14 20:27:24 UTC 64.9K followers, 4223 engagements

"@RealJohnGaltFla oh duh Ham radio βœ” CB is different from Ham πŸ™†β™€ Solar panels. Solar generator βœ” Guns/Ammo - I need to work on that. Tough to be a passivist & apocolyptic - just sayin'"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-17 02:16:53 UTC 64.9K followers, XX engagements

"@DerivativesDon Growth scare - inflation yield spike war recession Nvidia has the benefit of incumbency"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-13 18:28:25 UTC 64.9K followers, XXX engagements

"Jensen predicting the approval to sell H20 GPU to China again after White House meeting will bring $NVDA $XXX next - as posted early last week πŸ‘‡link below with many more"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-15 03:18:02 UTC 64.9K followers, 6508 engagements

"Less USD demand/more gold. Falling petrol-dollar demand/dedollarizarion. Foreign yield chasing/higher US term premia. UST supply imbalance/balance of trade. MONEY GOES HOME"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-14 01:22:29 UTC 64.9K followers, 6135 engagements

"FOMO traders delight. For anyone macro or value risk-aware. not so much: $SOFI"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-16 21:47:47 UTC 64.9K followers, 5317 engagements

"Why I'm tactically bullish into VIX XXXXX but macro bearish into year-end. Same thing I said in April. So far so good. And why Hans is positively giddy with excitement for potential parabola. @HansCashFlow"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-16 12:49:48 UTC 64.9K followers, 3547 engagements

"Stablecoins as a New Source of Demand for Treasuries "stablecoin demand for T-bills could grow into trillions and the likely result is a steeper curve with significant new demand in the front end." Torsten Slok Apollo"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-11 13:18:09 UTC 64.9K followers, 34.9K engagements

"@XplorerHoch SO $8200 $SPX here we come color me skeptical about AI but I am not disbelieving that the market LUVS to be lied to. anything is possible when market participants don't want to believe in the impossible"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-17 01:58:06 UTC 64.9K followers, XX engagements

"I told clients I did not believe the rumors of Powell resigning. That's not to say he won't be removed but WHAT'S THE TRADE if he is"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-13 15:30:22 UTC 64.9K followers, 11.8K engagements

"Now that $CCJ is up 7X since rec'd & the uranium rotation has taken on a whole big AI infrastructure build out mantra it's time to review my "It's so old it's new" report posted for clients X yrs ago. $URA $OKLO $URNM $FLR $SMR $JBL $GEV $BWXT $PWR $VST"
@SamanthaLaDuc Avatar @SamanthaLaDuc on X 2025-07-08 17:49:35 UTC 64.9K followers, 6517 engagements

creator/twitter::705540042/posts
/creator/twitter::705540042/posts