[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.] #  @ACFER01 ACF Equity Research ACF Equity Research posts on X about stocks, business, $gev, ai the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::2304645636/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +427% - X Months XXXXXXXXX +130% - X Year XXXXXXXXX +283% ### Mentions: XX [#](/creator/twitter::2304645636/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +72% - X Year XXX +39% ### Followers: XXXXX [#](/creator/twitter::2304645636/followers)  - X Week XXXXX +0.33% - X Month XXXXX +0.91% - X Months XXXXX +5% - X Year XXXXX +7.80% ### CreatorRank: undefined [#](/creator/twitter::2304645636/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XX% [technology brands](/list/technology-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [exchanges](/list/exchanges) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [stocks](/topic/stocks) 8.93%, [business](/topic/business) 7.14%, [$gev](/topic/$gev) 7.14%, [ai](/topic/ai) 7.14%, [sentiment](/topic/sentiment) #463, [london](/topic/london) 5.36%, [$ixic](/topic/$ixic) 5.36%, [$dji](/topic/$dji) 5.36%, [dji](/topic/dji) 5.36%, [$nvda](/topic/$nvda) XXXX% **Top accounts mentioned or mentioned by** [@zakstraderscafe](/creator/undefined) [@sharetalk](/creator/undefined) [@focusir](/creator/undefined) [@wizardbattery](/creator/undefined) [@eustartups](/creator/undefined) [@zakmir](/creator/undefined) [@voxmarkets](/creator/undefined) [@londonsoutheast](/creator/undefined) [@arthurbenta](/creator/undefined) [@bullsnbearswa](/creator/undefined) [@mastplc](/creator/undefined) [@nexteraenergy](/creator/undefined) [@enelgroup](/creator/undefined) [@dukeenergy](/creator/undefined) [@iberdrola](/creator/undefined) [@gevernova](/creator/undefined) [@acwapoweren](/creator/undefined) [@firstsolar](/creator/undefined) [@sungrowpower](/creator/undefined) [@mitchellsmisthvanc](/creator/undefined) **Top assets mentioned** [GE Vernova Inc. (GEV)](/topic/$gev) [Doge Jones Industrial Average (DJI)](/topic/$dji) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Open Custody Protocol (OPEN)](/topic/$open) [ATAI Life Sciences (ATAI)](/topic/$atai) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [AstraZeneca PLC (AZN)](/topic/$azn) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Novo-Nordisk (NVO)](/topic/$nvo) [Sociedad Quimica y Minera de Chile SA (SQM)](/topic/$sqm) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Livent Corporation (LTHM)](/topic/$lthm) [Lition (LIT)](/topic/$lit) [Alien Base (ALB)](/topic/$alb) [NextEra Energy Inc (NEE)](/topic/$nee) [Duke Energy Corp (DUK)](/topic/$duk) [First Solar, Inc. (FSLR)](/topic/$fslr) [Netflix Inc (NFLX)](/topic/$nflx) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Kroger Co (KR)](/topic/kroger) [Palantir (PLTR)](/topic/$pltr) ### Top Social Posts Top posts by engagements in the last XX hours "ACFMorningMeeting UK retail sales rose m/m. Oil gains $VOW.DE (VW) warns on EPS $PUMA.DE slumps on guidance. POTUS tries to undermine Fed Chair Powell the US president came across as fairly amateur cf. Powell. Trending $OPEN +36% on EPS $CRISPR +18% on FDA fast track speculation $STEM +45% on partnership $ATAI +15% on approval speculation. $SLDP +17% on solid state battery innovation. Opens EU/UK -ve $STOXX $FTSE $FTAI $GDAXI $FCHI. US ftrs - Nasdaq -ve. Stock Watch - $OKLO +11% $BE +23% $TSLA -XXX% (Outlook) $IBM -8%. Commods - $WTI $66bbl Gold ftrs $3413 t/oz. Cocoa Coco $CC=F treads water." [X Link](https://x.com/ACFER01/status/1948660082268385687) 2025-07-25T08:22Z 2118 followers, XXX engagements "ACFMorningMeeting. Markets cant pick a lane - European stocks edged higher with $STOXX +0.26% even as the UKs $FTSE slipped again. Pressure on the FTSE deepened as heavyweights like $AZN major banks and $BATS dragged the index lower. $HSBC -XXXX% after unexpectedly naming interim chair Brendan Nelson as its permanent replacement while $SBRY -XXXX% following news that Qatars sovereign wealth fund plans to trim its stake. Morning Trade - UK/EU: $STOXX $FTAI $PTL +ve $FTSE -ve. US ftrs $IXIC $GSPC $DJI +0.03-16%. Stock Watch $MVRL +9.84% on strong 3Q25 results $INTC -XXXX% $CRWD -XXXX% $BA" [X Link](https://x.com/ACFER01/status/1996147426038546922) 2025-12-03T09:20Z 2118 followers, XXX engagements "ACFMorningMeeting Sterling steals the spotlight. The British pound broke above $XXXXX its strongest since Oct XX as markets brace for an all-but-certain Fed cut next week. Traders now price a XX% chance of a XX bps move plus XX more cuts in 2026 amid cooling US labor data. In the UK upbeat PMI figures and budget optimism lifted sentiment while a split looms at the BoE ahead of its Dec XX meeting. On the corporate front $NVO +1.98% after advancing tests of an oral Ozempic formulation for Alzheimers and $OCDO +6.58% on a settlement with Kroger. Morning Trade - UK/EU: $STOXX $FTSE $FTAI $PTL" [X Link](https://x.com/ACFER01/status/1996871759337804156) 2025-12-05T09:18Z 2118 followers, XXX engagements "Weight Loss Ozempic Wegovy Mounjaro (LLY) $LLY and $NVO are positioned to continue dominating the weight loss market revolution for a while to come. Novo Nordisk however is currently down -XX% 12M and -XX% 1M. Eli Lilly on the other hand is +43% 12M and +30% 1M - the difference is worth pondering from an investment opportunity point of view @novonordisk @EliLillyandCo" [X Link](https://x.com/ACFER01/status/1993257931282813117) 2025-11-25T09:58Z 2117 followers, XXX engagements "ACFMarketWrap. Chancellor Rachel Reeves unveiled 21.7B in fiscal headroom as the OBR cut productivity growth to X% and flagged higher inflation expectation. Markets reacted positively: 10-yr gilts down to XXXX% and GBP/USD +0.5%. The IFS questioned the credibility of fiscal tightening noting the budget leans spend now tax later. Key measures: NI and income tax thresholds frozen to 2031 Cash ISA contributions for under-65s capped at 12000 from 2027 with the rest reserved for investments Two-child benefit cap scrapped from April 2026 Mansion tax for properties 2M charged 2500/yr and 5M charged" [X Link](https://x.com/ACFER01/status/1993724890399052189) 2025-11-26T16:53Z 2117 followers, XXX engagements "Ananda Pharma plc (AQSE: $ANA) - disappointing return to the private space notwithstanding its work on endometriosis should be commended. Common debilitating and it seems little in the way of effective therapies at the moment. See pertient comment @ZaksTradersCafe" [X Link](https://x.com/ACFER01/status/1993996295527387455) 2025-11-27T10:52Z 2116 followers, XXX engagements "@Greatland_GGP $GGP - why should you care Tier X gold-copper system with a defined reserve. Integrated mine + mill (reduces capex intensity and runway to positive FCF) - it is a growth project. Recently joined the ASX $GGP.AX on an oversubscribed raise that included institutions. See more @ZaksTradersCafe" [X Link](https://x.com/ACFER01/status/1995425781812482293) 2025-12-01T09:32Z 2117 followers, XXX engagements "Lithium prices - another reason perhaps to follow @FirstClassMetal First Class Metals $FCM.L - at the Business Design Centre 2-4th Dec this week Angel London. See more on lithium price below @ArthurBenta $LIT $BATT $ALB $SQM $LAC $LTHM" [X Link](https://x.com/ACFER01/status/1995430623952212449) 2025-12-01T09:51Z 2115 followers, XXX engagements "Quantum Data Energy (MAST.L) - 3-phase roadmap: 1) XXX MW by 2028. 2) BESS + hydrogen-blend pilot. 3) 1GW by 2030. Ambitious Yes. Achievable Good chance. Read more in ACFResearch update note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta" [X Link](https://x.com/ACFER01/status/1995569084755329057) 2025-12-01T19:02Z 2117 followers, XXX engagements "ACFMarketWrap: Wall Street shook off the Monday blues and found its footing. US stocks pushed higher Tuesday with S&P XXX +0.12% $IXIC +0.34% and $DJI +0.24% as the prior days risk-off chill faded. A bounce in Japanese bonds helped calm nerves even as the 10Y Treasury yield climbed back above XXX% extending its surge on expectations of tighter foreign central-bank policy and a modest revival in US risk appetite. Tech led the charge while energy and staples lagged. $NVDA +0.8% and $PLTR +2.27%. Megacaps also leaned green: $MSFT +0.78% $AAPL +0.92% $AMZN +0.65% $META +0.24% $GOOG flat yet $TSLA" [X Link](https://x.com/ACFER01/status/1995965713341972621) 2025-12-02T21:18Z 2117 followers, XXX engagements "It feels much like 2000 some of the leading players then also had huge free cash flows for the time and aggressive revenue growth. Vodafone for example $VOD.L but then went on to not exactly implode but certainly contract. $NVDA" [X Link](https://x.com/ACFER01/status/1996162679447113933) 2025-12-03T10:20Z 2117 followers, XXX engagements "Threephase roadmap huge improvement in visibility. Read more in ACFResearch update note $NEE $ENEL $DUK $IBE.MC $GEV $FSLR @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta" [X Link](https://x.com/ACFER01/status/1996211820105711722) 2025-12-03T13:36Z 2117 followers, XXX engagements "ACFMarketWrap. Tech wobble hits Wall Street - US stocks traded cautiously with $IXIC -XXXX S&P XXX +0.1% and $DJI +0.39% as weakness in megacap tech and renewed anxiety over stretched AI valuations dragged sentiment. $MSFT -XXX% after reports of cuts to AI-linked sales quotas while $NVDA (-0.5%) $AVGO (-1.7%) $AMZN (-1.0%) and $NFLX (-5.4%) also slipped. Softer ADP data signaled continued employment contraction with the US private sector unexpectedly shedding 32K jobs in November (vs. +10K exp) the steepest drop since March 2023. Traders now see rising odds of a XX bps Fed cut next week. Rest" [X Link](https://x.com/ACFER01/status/1996261336179789935) 2025-12-03T16:52Z 2117 followers, XXX engagements "Strategic valuation review ongoing. With new projects and partners in play expect re-rating catalysts ahead. 🧮 Read more in ACFResearch update note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta" [X Link](https://x.com/ACFER01/status/1996261648085172668) 2025-12-03T16:54Z 2117 followers, XXX engagements "ACFMorningMeeting. Markets snap back with a cautious grin - $STOXX +0.25% extending weekly gains as softer-than-expected US jobs data bolsters expectations for a Fed rate cut next week. Across Europe firmer business activity underpinned sentiment even as ECB officials kept up their hawkish messaging. In Asia Hang Seng +0.68% rebounding after yesterdays sharp drop supported by stronger US futures ahead of Fridays PCE release and the Feds final meeting of the year where traders largely expect a XX bps cut. Morning Trade - UK/EU: $STOXX $FTSE $FTAI $PTL +ve. US ftrs $IXIC $GSPC $DJI +0.02-0.14%." [X Link](https://x.com/ACFER01/status/1996546780394148015) 2025-12-04T11:47Z 2116 followers, XXX engagements "Rebrand to Quantum Data Energy signals strategic shift to AI datacentre power. New name bigger ambition 1GW+ and international vs. 300MW and UK. 🌐Read more in ACFResearch update note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta" [X Link](https://x.com/ACFER01/status/1996571690873315602) 2025-12-04T13:26Z 2116 followers, XXX engagements "ACFMarketWrap. Screaming bond market stumbling tech: Fed could turn political fear. S&P XXX -XXXX% $DJI -XXXX% $IXIC flat. A bond-market pullback hit growth stocks after a US Treasury survey reportedly flagged concerns that a potential Fed Chair pick could cut rates too aggressively to please President Trump. Big Tech slumped: $AMZN -XXX% $AAPL -XXXX% $GOOGL -1.15%. But $META bucked the trend jumping X% as executives weigh budget cuts of up to XX% for its metaverse group next year. Rest of Mag 7: $NVDA +1.94% $MSFT +0.02% $TSLA +0.45%. FTSE100 +0.36% $WTI $59.58/bbl. Next up: US Sep Core CPE" [X Link](https://x.com/ACFER01/status/1996625755774615755) 2025-12-04T17:00Z 2118 followers, XXX engagements "$OCDO @Ocado - a slightly strange investment story that always promises to make money but never quite does. Perhaps we need to dig in more. See summaries @ZaksTradersCafe and @Share_Talk below" [X Link](https://x.com/ACFER01/status/1996886403117096990) 2025-12-05T10:16Z 2115 followers, XXX engagements "@genedriveplc $GDR.L challenging but there is an opportunity - GDR has made operational progress despite challenges and scale and the market for PGx is substantive and growing at an attractive clip. Yes high risk profile like all junior healthcare. See @Share_Talk below for a little more" [X Link](https://x.com/ACFER01/status/1996889985371316297) 2025-12-05T10:30Z 2116 followers, XX engagements "@Ocado $OCDO surges on recent payout news but the issue is that it always seems just two steps to significant profitability but never quite there. We probably need to dig in more. See below @LondonSouthEast @FocusIR" [X Link](https://x.com/ACFER01/status/1996893290499817582) 2025-12-05T10:43Z 2116 followers, XXX engagements "$NVDA $PLTR et al (excepting $MSFT) Probably peaked on valuation maybe not yet on cash flow but it is likely to be coming" [X Link](https://x.com/ACFER01/status/1996896367550320826) 2025-12-05T10:56Z 2116 followers, XXX 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.]
@ACFER01 ACF Equity Research
ACF Equity Research posts on X about stocks, business, $gev, ai the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +427%
- X Months XXXXXXXXX +130%
- X Year XXXXXXXXX +283%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +72%
- X Year XXX +39%
Followers: XXXXX #
- X Week XXXXX +0.33%
- X Month XXXXX +0.91%
- X Months XXXXX +5%
- X Year XXXXX +7.80%
CreatorRank: undefined #
Social Influence
Social category influence finance XXXXX% stocks XX% technology brands XXXX% travel destinations XXXX% exchanges XXXX% cryptocurrencies XXXX% currencies XXXX% countries XXXX%
Social topic influence stocks 8.93%, business 7.14%, $gev 7.14%, ai 7.14%, sentiment #463, london 5.36%, $ixic 5.36%, $dji 5.36%, dji 5.36%, $nvda XXXX%
Top accounts mentioned or mentioned by @zakstraderscafe @sharetalk @focusir @wizardbattery @eustartups @zakmir @voxmarkets @londonsoutheast @arthurbenta @bullsnbearswa @mastplc @nexteraenergy @enelgroup @dukeenergy @iberdrola @gevernova @acwapoweren @firstsolar @sungrowpower @mitchellsmisthvanc
Top assets mentioned GE Vernova Inc. (GEV) Doge Jones Industrial Average (DJI) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Open Custody Protocol (OPEN) ATAI Life Sciences (ATAI) HSBC Holdings PLC (HSBC) AstraZeneca PLC (AZN) Eli Lilly and Company (LLY) Novo-Nordisk (NVO) Sociedad Quimica y Minera de Chile SA (SQM) Lithium Americas Corp. Common Shares (LAC) Livent Corporation (LTHM) Lition (LIT) Alien Base (ALB) NextEra Energy Inc (NEE) Duke Energy Corp (DUK) First Solar, Inc. (FSLR) Netflix Inc (NFLX) Broadcom, Inc. (AVGO) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) Metadium (META) Kroger Co (KR) Palantir (PLTR)
Top Social Posts
Top posts by engagements in the last XX hours
"ACFMorningMeeting UK retail sales rose m/m. Oil gains $VOW.DE (VW) warns on EPS $PUMA.DE slumps on guidance. POTUS tries to undermine Fed Chair Powell the US president came across as fairly amateur cf. Powell. Trending $OPEN +36% on EPS $CRISPR +18% on FDA fast track speculation $STEM +45% on partnership $ATAI +15% on approval speculation. $SLDP +17% on solid state battery innovation. Opens EU/UK -ve $STOXX $FTSE $FTAI $GDAXI $FCHI. US ftrs - Nasdaq -ve. Stock Watch - $OKLO +11% $BE +23% $TSLA -XXX% (Outlook) $IBM -8%. Commods - $WTI $66bbl Gold ftrs $3413 t/oz. Cocoa Coco $CC=F treads water."
X Link 2025-07-25T08:22Z 2118 followers, XXX engagements
"ACFMorningMeeting. Markets cant pick a lane - European stocks edged higher with $STOXX +0.26% even as the UKs $FTSE slipped again. Pressure on the FTSE deepened as heavyweights like $AZN major banks and $BATS dragged the index lower. $HSBC -XXXX% after unexpectedly naming interim chair Brendan Nelson as its permanent replacement while $SBRY -XXXX% following news that Qatars sovereign wealth fund plans to trim its stake. Morning Trade - UK/EU: $STOXX $FTAI $PTL +ve $FTSE -ve. US ftrs $IXIC $GSPC $DJI +0.03-16%. Stock Watch $MVRL +9.84% on strong 3Q25 results $INTC -XXXX% $CRWD -XXXX% $BA"
X Link 2025-12-03T09:20Z 2118 followers, XXX engagements
"ACFMorningMeeting Sterling steals the spotlight. The British pound broke above $XXXXX its strongest since Oct XX as markets brace for an all-but-certain Fed cut next week. Traders now price a XX% chance of a XX bps move plus XX more cuts in 2026 amid cooling US labor data. In the UK upbeat PMI figures and budget optimism lifted sentiment while a split looms at the BoE ahead of its Dec XX meeting. On the corporate front $NVO +1.98% after advancing tests of an oral Ozempic formulation for Alzheimers and $OCDO +6.58% on a settlement with Kroger. Morning Trade - UK/EU: $STOXX $FTSE $FTAI $PTL"
X Link 2025-12-05T09:18Z 2118 followers, XXX engagements
"Weight Loss Ozempic Wegovy Mounjaro (LLY) $LLY and $NVO are positioned to continue dominating the weight loss market revolution for a while to come. Novo Nordisk however is currently down -XX% 12M and -XX% 1M. Eli Lilly on the other hand is +43% 12M and +30% 1M - the difference is worth pondering from an investment opportunity point of view @novonordisk @EliLillyandCo"
X Link 2025-11-25T09:58Z 2117 followers, XXX engagements
"ACFMarketWrap. Chancellor Rachel Reeves unveiled 21.7B in fiscal headroom as the OBR cut productivity growth to X% and flagged higher inflation expectation. Markets reacted positively: 10-yr gilts down to XXXX% and GBP/USD +0.5%. The IFS questioned the credibility of fiscal tightening noting the budget leans spend now tax later. Key measures: NI and income tax thresholds frozen to 2031 Cash ISA contributions for under-65s capped at 12000 from 2027 with the rest reserved for investments Two-child benefit cap scrapped from April 2026 Mansion tax for properties 2M charged 2500/yr and 5M charged"
X Link 2025-11-26T16:53Z 2117 followers, XXX engagements
"Ananda Pharma plc (AQSE: $ANA) - disappointing return to the private space notwithstanding its work on endometriosis should be commended. Common debilitating and it seems little in the way of effective therapies at the moment. See pertient comment @ZaksTradersCafe"
X Link 2025-11-27T10:52Z 2116 followers, XXX engagements
"@Greatland_GGP $GGP - why should you care Tier X gold-copper system with a defined reserve. Integrated mine + mill (reduces capex intensity and runway to positive FCF) - it is a growth project. Recently joined the ASX $GGP.AX on an oversubscribed raise that included institutions. See more @ZaksTradersCafe"
X Link 2025-12-01T09:32Z 2117 followers, XXX engagements
"Lithium prices - another reason perhaps to follow @FirstClassMetal First Class Metals $FCM.L - at the Business Design Centre 2-4th Dec this week Angel London. See more on lithium price below @ArthurBenta $LIT $BATT $ALB $SQM $LAC $LTHM"
X Link 2025-12-01T09:51Z 2115 followers, XXX engagements
"Quantum Data Energy (MAST.L) - 3-phase roadmap: 1) XXX MW by 2028. 2) BESS + hydrogen-blend pilot. 3) 1GW by 2030. Ambitious Yes. Achievable Good chance. Read more in ACFResearch update note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta"
X Link 2025-12-01T19:02Z 2117 followers, XXX engagements
"ACFMarketWrap: Wall Street shook off the Monday blues and found its footing. US stocks pushed higher Tuesday with S&P XXX +0.12% $IXIC +0.34% and $DJI +0.24% as the prior days risk-off chill faded. A bounce in Japanese bonds helped calm nerves even as the 10Y Treasury yield climbed back above XXX% extending its surge on expectations of tighter foreign central-bank policy and a modest revival in US risk appetite. Tech led the charge while energy and staples lagged. $NVDA +0.8% and $PLTR +2.27%. Megacaps also leaned green: $MSFT +0.78% $AAPL +0.92% $AMZN +0.65% $META +0.24% $GOOG flat yet $TSLA"
X Link 2025-12-02T21:18Z 2117 followers, XXX engagements
"It feels much like 2000 some of the leading players then also had huge free cash flows for the time and aggressive revenue growth. Vodafone for example $VOD.L but then went on to not exactly implode but certainly contract. $NVDA"
X Link 2025-12-03T10:20Z 2117 followers, XXX engagements
"Threephase roadmap huge improvement in visibility. Read more in ACFResearch update note $NEE $ENEL $DUK $IBE.MC $GEV $FSLR @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta"
X Link 2025-12-03T13:36Z 2117 followers, XXX engagements
"ACFMarketWrap. Tech wobble hits Wall Street - US stocks traded cautiously with $IXIC -XXXX S&P XXX +0.1% and $DJI +0.39% as weakness in megacap tech and renewed anxiety over stretched AI valuations dragged sentiment. $MSFT -XXX% after reports of cuts to AI-linked sales quotas while $NVDA (-0.5%) $AVGO (-1.7%) $AMZN (-1.0%) and $NFLX (-5.4%) also slipped. Softer ADP data signaled continued employment contraction with the US private sector unexpectedly shedding 32K jobs in November (vs. +10K exp) the steepest drop since March 2023. Traders now see rising odds of a XX bps Fed cut next week. Rest"
X Link 2025-12-03T16:52Z 2117 followers, XXX engagements
"Strategic valuation review ongoing. With new projects and partners in play expect re-rating catalysts ahead. 🧮 Read more in ACFResearch update note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta"
X Link 2025-12-03T16:54Z 2117 followers, XXX engagements
"ACFMorningMeeting. Markets snap back with a cautious grin - $STOXX +0.25% extending weekly gains as softer-than-expected US jobs data bolsters expectations for a Fed rate cut next week. Across Europe firmer business activity underpinned sentiment even as ECB officials kept up their hawkish messaging. In Asia Hang Seng +0.68% rebounding after yesterdays sharp drop supported by stronger US futures ahead of Fridays PCE release and the Feds final meeting of the year where traders largely expect a XX bps cut. Morning Trade - UK/EU: $STOXX $FTSE $FTAI $PTL +ve. US ftrs $IXIC $GSPC $DJI +0.02-0.14%."
X Link 2025-12-04T11:47Z 2116 followers, XXX engagements
"Rebrand to Quantum Data Energy signals strategic shift to AI datacentre power. New name bigger ambition 1GW+ and international vs. 300MW and UK. 🌐Read more in ACFResearch update note @MastPlc @nexteraenergy @EnelGroup @DukeEnergy @iberdrola @GEVernova @acwapower_en @FirstSolar @Sungrow_Power @WizardBattery @EU_Startups @Share_Talk @ZaksTradersCafe @zakmir @VOXmarkets @focusIR @LondonSouthEast @BullsNBearsWA @ArthurBenta"
X Link 2025-12-04T13:26Z 2116 followers, XXX engagements
"ACFMarketWrap. Screaming bond market stumbling tech: Fed could turn political fear. S&P XXX -XXXX% $DJI -XXXX% $IXIC flat. A bond-market pullback hit growth stocks after a US Treasury survey reportedly flagged concerns that a potential Fed Chair pick could cut rates too aggressively to please President Trump. Big Tech slumped: $AMZN -XXX% $AAPL -XXXX% $GOOGL -1.15%. But $META bucked the trend jumping X% as executives weigh budget cuts of up to XX% for its metaverse group next year. Rest of Mag 7: $NVDA +1.94% $MSFT +0.02% $TSLA +0.45%. FTSE100 +0.36% $WTI $59.58/bbl. Next up: US Sep Core CPE"
X Link 2025-12-04T17:00Z 2118 followers, XXX engagements
"$OCDO @Ocado - a slightly strange investment story that always promises to make money but never quite does. Perhaps we need to dig in more. See summaries @ZaksTradersCafe and @Share_Talk below"
X Link 2025-12-05T10:16Z 2115 followers, XXX engagements
"@genedriveplc $GDR.L challenging but there is an opportunity - GDR has made operational progress despite challenges and scale and the market for PGx is substantive and growing at an attractive clip. Yes high risk profile like all junior healthcare. See @Share_Talk below for a little more"
X Link 2025-12-05T10:30Z 2116 followers, XX engagements
"@Ocado $OCDO surges on recent payout news but the issue is that it always seems just two steps to significant profitability but never quite there. We probably need to dig in more. See below @LondonSouthEast @FocusIR"
X Link 2025-12-05T10:43Z 2116 followers, XXX engagements
"$NVDA $PLTR et al (excepting $MSFT) Probably peaked on valuation maybe not yet on cash flow but it is likely to be coming"
X Link 2025-12-05T10:56Z 2116 followers, XXX engagements