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# ![@ACFER01 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2304645636.png) @ACFER01 ACF Equity Research

ACF Equity Research posts on X about $nvda, $ftse, $dji, $ixic the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::2304645636/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2304645636/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXXXX +207%
- X Year XXXXXXXXX +231%

### Mentions: XX [#](/creator/twitter::2304645636/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2304645636/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +41%
- X Year XXX +19%

### Followers: XXXXX [#](/creator/twitter::2304645636/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2304645636/c:line/m:followers.svg)

- X Week XXXXX +0.67%
- X Month XXXXX +1.20%
- X Months XXXXX +4.60%
- X Year XXXXX +3.50%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::2304645636/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2304645636/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::2304645636/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXX% [currencies](/list/currencies)  XXX%

**Social topic influence**
[$nvda](/topic/$nvda) #1617, [$ftse](/topic/$ftse) #2, [$dji](/topic/$dji) #22, [$ixic](/topic/$ixic) #6, [dji](/topic/dji) #855, [china](/topic/china) 1.21%, [investment](/topic/investment) 1.21%, [$ftai](/topic/$ftai) #2, [$stoxx](/topic/$stoxx) #1, [$gspc](/topic/$gspc) #1

**Top accounts mentioned or mentioned by**
[@sharetalk](/creator/undefined) [@londonsoutheast](/creator/undefined) [@zakstraderscafe](/creator/undefined) [@focusir](/creator/undefined) [@zakmir](/creator/undefined) [@wizardbattery](/creator/undefined) [@voxmarkets](/creator/undefined) [@stockmarkit](/creator/undefined) [@eustartups](/creator/undefined) [@mayhem4markets](/creator/undefined) [@cityam](/creator/undefined) [@stocktwits](/creator/undefined) [@bullsnbearswa](/creator/undefined) [@itaconixplc](/creator/undefined) [@arthurbenta](/creator/undefined) [@tavicostapvt](/creator/undefined) [@tesla](/creator/undefined) [@astrazeneca](/creator/undefined) [@timesofindia](/creator/undefined) [@greenrocsm](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Doge Jones Industrial Average (DJI)](/topic/$dji) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Oracle Corporation (ORCL)](/topic/$orcl) [Linde PLC (LIN)](/topic/$lin) [Advanced Micro Devices (AMD)](/topic/$amd) [Broadcom, Inc. (AVGO)](/topic/$avgo) [MyShell Token (SHELL)](/topic/$shell) [BHP Group Limited (BHP)](/topic/$bhp) [Tesla, Inc. (TSLA)](/topic/$tsla) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Ferrari N.V. (RACE)](/topic/$race) [Morgan Stanley (MS)](/topic/morgan-stanley) [Basis Cash (BAC)](/topic/$bac) [BP p.l.c. (BP)](/topic/$bp) [Micron Technology, Inc. (MU)](/topic/$mu) [Bank of New York Mellon Corp (BK)](/topic/$bk) [Cream (CRM)](/topic/$crm) [Lition (LIT)](/topic/$lit) [SmartCash (SMART)](/topic/$smart) [Ergo (ERG)](/topic/$erg) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft)
### Top Social Posts [#](/creator/twitter::2304645636/posts)
---
Top posts by engagements in the last XX hours

"$FMET.L $PNT.AX - The tailings briefing below amongst other things references gallium gold leach kinetics First Quantum $FM.TO and Bechtel (a reference which brings some of our team right back to their Eurotunnel construction days) Unexpected but pleasing was the internal comment"  
[X Link](https://x.com/ACFER01/status/1968966497184661622) [@ACFER01](/creator/x/ACFER01) 2025-09-19T09:12Z 2090 followers, XXX engagements


"ACFMorningMeeting - $ORCL yesterday's gains gone overnight - Chinese Trade War (POTUS) - Chinese exporters give up on the US because of tariff volatility and that because flooding European markets is a no brainer option - but it is not currently enough to refill China order books.unless European manufacturing is put out of business (which coincidentally would suit the US too). Opens UK/EU aggressively down -X% down $STOXX $PTL $FTSE $FTAI -ve. US ftrs -X% $DJI $GSPC $IXIC Stock Watch - $PRAX +180% (public offer pricing of $525m) $MBLY -XXX% expecting further declines today. $ORCL gives up"  
[X Link](https://x.com/ACFER01/status/1979092172939903347) [@ACFER01](/creator/x/ACFER01) 2025-10-17T07:48Z 2093 followers, XXX engagements


"ACFMarketWrap - Boom - $AMD +7.5% BofA and Morgan Stanley net income are up $BAC +23% and $MS +45% - the only question.why is BofA NI up relatively so little in one of the greatest 'Tulip' booms in the modern era Interest rate cut expectations and Wall Street profits swept away any correction fears today. Stock Watch - $NVDA - did make our +2% today in early trade gains are since given up. $AMD +7.5% on Nvidia & Blackrock backed AI data centre deal. $PGR -X% on 3Q miss. Commods - $WTI & Gold hold. Coming next US retail sales and UK GDP tomorrow. ACFView @WizardBattery @EU_Startups @Share_Talk"  
[X Link](https://x.com/ACFER01/status/1978506136253874354) [@ACFER01](/creator/x/ACFER01) 2025-10-15T16:59Z 2093 followers, XXX engagements


"#ACFMarketWrap: Commodities roar lifting UK stockscopper rallies oil climbs. Pound strength dents exporters but megacaps stay green. Geopolitics ease but eyes turn to Trumps next Fed pick and Lagardes speech. #Coppers 3-mth high drove $AAL.L +7% $ANTO.L +5.6% $GLEN.L +5% & $RIO.L +3.5%. Crude strength pushed $SHEL.L +0.7% and $BP.L +1.6% though $SHEL.L denied reports its eyeing a $BP.L takeover. Geopolitical relief from Israel-Iran ceasefire supported sentiment. Meanwhile WSJ reported President Trump may name a shadow Fed Chair soon to steer toward a dovish path. US GDP 1Q25 revised down"  
[X Link](https://x.com/ACFER01/status/1938276458884894793) [@ACFER01](/creator/x/ACFER01) 2025-06-26T16:41Z 2092 followers, XXX engagements


"ACFMarketWrap: Tariff shock rocks Europe pharma and gold shine. EU stocks wobbled as Trump announced surprise XX% tariffs on EU/Mexican goods spooking markets and slamming autos ( $VOW.DE $BMW.DE $MBG.DE $VOLV-B.ST). $FRES.L +2% on safe-haven flows $AZN.L +2% on Baxdrostat trial win. Oil majors $SHEL $BP X% as $WTI slips on demand fears. EU plans 72bn in countermeasures; ECB rate cuts now on watch. NASDAQ +0.24% FTSE100 +0.64% $WTI $67.33/bbl. Next: DE ZEW Sentiment Index (Jul). ACFView @WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @_focusIR_"  
[X Link](https://x.com/ACFER01/status/1944802343091950033) [@ACFER01](/creator/x/ACFER01) 2025-07-14T16:53Z 2093 followers, XXX engagements


"ACFMarketWrap: Markets kept their eyes on earnings brushing aside rising USChina trade tensions and a still-stalled US government shutdown thats delaying key data. Optimism got a lift from Taiwan Semis upgraded revenue-growth target sparking a rally in chip names: $MU +5% $NVDA +0.4% $AVGO +0.25%. Elsewhere $BK +0.9% on stronger profit while $CRM surged X% on improved guidance. On the downside $UAL XXX% after missing revenue estimates. In Europe $NESN +9.3% after posting XXX% organic sales growth and unveiling plans to cut 16k jobs. $SRT3.DE rallied XXXX% after lifting its outlook and $RI.PA"  
[X Link](https://x.com/ACFER01/status/1978871507817230627) [@ACFER01](/creator/x/ACFER01) 2025-10-16T17:11Z 2093 followers, XXX engagements


"DRC impact on cobalt prices is a microcosm or simple model study or China's power in critical raw materials for modern economies. $LIT $BATT $SMART $DBB $BHP $IXR $RBW"  
[X Link](https://x.com/ACFER01/status/1978386764977815573) [@ACFER01](/creator/x/ACFER01) 2025-10-15T09:05Z 2093 followers, XXX engagements


"Speciality Chemicals - Itaconic Acid (IA) IA sustainability advantages vs. petro-based formulae. $ITX.L $CRDA.L $JMAT.L $VCT.L $CUSA.F @ItaconixPLC Large cap specialty chemicals $LIN $AI.PA $4063.T #ShinEtsu Read our #ACFResearch Core Investment Case"  
[X Link](https://x.com/ACFER01/status/1787788716746109097) [@ACFER01](/creator/x/ACFER01) 2024-05-07T10:17Z 2093 followers, XXX engagements


"ACFMarketWrap: Wall St stayed cautious due to the US govt shutdown but tech stole the spotlight. OpenAIs $6.6bn raise at a $500bn valuation lifted sentiment boosting $NVDA (+1.1%) $AVGO (+2.6%) $ORCL (+1.7%). $TSLA -XXXX% despite 3Q25 delivery rebound. $AMZN flat $MSFT -XXXX% NASDAQ flat FTSE100 -XXXX% $WTI $61/bbl Gold @ record $3895/oz earlier. Next: ECB President Lagarde Speech. ACFview @WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @_focusIR_ @LondonSouthEast @CityAM @Mayhem4Markets @stockmark_it"  
[X Link](https://x.com/ACFER01/status/1973781616880222258) [@ACFER01](/creator/x/ACFER01) 2025-10-02T16:06Z 2089 followers, XXX engagements


"@EclipseMetals $EPM.AX Capital returns trend back on track to positive inflection point. Greenland back in focus for exploration and capital (a useful guide to Greenland changes $EPM.AX $GROC.L $ALBA.L $AMRQ.L $ANOR.V @Amaroq_Minerals @PremiumNickel @greenlandresour @GreenlandMining @IronbarkZincASX @GreenRocSM @AlbaMinerals"  
[X Link](https://x.com/ACFER01/status/1978775233466360041) [@ACFER01](/creator/x/ACFER01) 2025-10-16T10:49Z 2093 followers, XX engagements


"A bag of lovely fizzy sweets - stock list below $AVCT $PLSR $NFX and so on and so forth (unless you got the disappointing mushroom in there 0.00%)"  
[X Link](https://x.com/ACFER01/status/1974037736198652268) [@ACFER01](/creator/x/ACFER01) 2025-10-03T09:04Z 2089 followers, XXX engagements


"Greenland's thrust back to the fore whilst catalayzed 'unfortunately' is still timely and every time China restricts critical minerals it should direct investors back to Greenland"  
[X Link](https://x.com/ACFER01/status/1979094140223725952) [@ACFER01](/creator/x/ACFER01) 2025-10-17T07:56Z 2093 followers, XX engagements


"Pulsar Helium $PLSR.L broadens equity issuance capability - see @Share_Talk courtesy of @ZaksTradersCafe below. See ACF chart on PLSR returns here some interesting notes. Pulsar differs from peers in several ways including one of the highest publicly reported ppb He concentrations that also opens up high value 'future' niche markets; Unusually positive execution signals at appraisal stage; paired with credible plant partner early in cycle; US based assets. ACFView"  
[X Link](https://x.com/ACFER01/status/1978756913140527131) [@ACFER01](/creator/x/ACFER01) 2025-10-16T09:36Z 2093 followers, 2957 engagements


"ACFMorningMeeting -Most Valuable Start up SpaceX Not anymore - OpenAI share sale achieves $500bn valuation. $ARM jumps +6.28%. Whilst we do think it OA probably is the most valuable start up as an innovator (in spite of AI not delivering anything close to promise yet) - is it going to be worth as much as US$500bn in XX months.We have legitimate doubts (market delivery accounting hype cycle capex demands - all very 3G but x'd up and 'Interstellar'). Opens - UK/EU only $FTSE is -ve. $STOXX $FTAI +0.5%. US ftrs mixed $DJI -ve $GSPC flat $IXIC +0.24%. Stock Watch - Grey trade - Mag7s $TSLA +1%"  
[X Link](https://x.com/ACFER01/status/1973667431093563436) [@ACFER01](/creator/x/ACFER01) 2025-10-02T08:32Z 2090 followers, XXX engagements


"Speciality Chemicals - Itaconic Acid (IA). ITX.L shows IA polymers are versatile (brand usage). $CRDA.L $JMAT.L $VCT.L $CUSA.F @ItaconixPLC Large cap specialty chemicals $LIN $AI.PA $4063.T #ShinEtsu Read our #ACFResearch Core Investment Case"  
[X Link](https://x.com/ACFER01/status/1788923947087773930) [@ACFER01](/creator/x/ACFER01) 2024-05-10T13:28Z 2093 followers, XXX engagements


"ACFMorningMeeting - $NVDA expect +2% today but treading water over the month - Signals pointing to AI market bubble difficult to ignore. E.g. Cash holdings at portfolio managers fall below X% across the market signals peak risk appetite. BoFA's Global Fund Manager survey from Tuesday points to that. POTUS says China not buying US soybeans is "economically hostile act" - a lot for US monoculture farmers stand to go bust. Opening trade - $FTSE -ve $FTAI $STOXX +ve. US ftrs +ve $DJI $GSPC $IXIC. Stock Watch $NVDA $SOUN +8.99% expect another XXX% today. $WMT (AI deal) $ALAB. $NOVA +110% -X% in"  
[X Link](https://x.com/ACFER01/status/1978381348256588180) [@ACFER01](/creator/x/ACFER01) 2025-10-15T08:44Z 2090 followers, XXX engagements


"ACFMorningMeeting - US rates - Fed weighs tariff stagflationary shock vs - prices up jobs down etc. $AMD +5.4%. $BLSH +84% +7.5% in grey trade (Crypto - strong demand). Opens EU/UK markets mixed $FTSE -ve $STOXX $FTAI +ve. US ftrs $DJI $GSPC $IXIC -ve Stock Watch - $NLSP +13.6% $MAST +5.5%. $CSCO $CRWV $ORCL (AI data centre plays struggle) $ELF $TEM (Nancy Polosi company). Commods - $WTI keeps falling $62.9bbl Gold $3345 t/oz Cocoa $CC=F $8558 MT. Data to digest - UK GDP q/q down but a beat at XXX% vs. previous XXX% and cnsns 0.1%. y/y XXX% vs. cnsns 1%. USA PPI. ACFView. @WizardBattery"  
[X Link](https://x.com/ACFER01/status/1955908773240844650) [@ACFER01](/creator/x/ACFER01) 2025-08-14T08:26Z 2093 followers, 5788 engagements


"Gold futures continue to surge past ACF's US$ 4000 t/oz YE25 price target now over X% above. Explorers and miners will invevitably looking to capitalise opportunities as they should. @siren_gold $GC=1 $XAUUSD"  
[X Link](https://x.com/ACFER01/status/1978388943872651345) [@ACFER01](/creator/x/ACFER01) 2025-10-15T09:14Z 2093 followers, XXX engagements


"ACFMorningMeeting - This seasons fashions - Kering shorts. $KER.PA (Gucci dominates revs and is 'failing') weakness in luxury goods is not across the board - YTD $MC.PA -XX% $CDI.PA -XX% $RMS.PA -XX% $KER.PA -XXX% $EL.PA +10.5% $CFR.SW +6%. Opens UK +ve $FTSE $FTMC $FTAI EU -ve $STOXX. US ftrs mixed $DJI -ve $GSPC $IXIC +ve. Stock Watch - $AAPL (iPhone XX Air) $NWS (Lachlan succession assured). $SOUN +7% $IBM +3% $PLTR $NVDA $HOOD $TSLA $PL +48% -XXXX% in grey trade (spectrum deal and revs outlook). Commods - Golden record - Gold ftrs +$3685 spot $3648 (high this AM $3659.4 t/oz). Data to"  
[X Link](https://x.com/ACFER01/status/1965343186316083590) [@ACFER01](/creator/x/ACFER01) 2025-09-09T09:15Z 2093 followers, XXX engagements


"This in light of the US inflation numbers raises the question - has POTUS had an impact on Fed independence - ok fair enough he is always now going to be subject to this question as if the Fed - in that respect the damage has been done - and also we favour inflation mavens who hate inflation. $DJI Dow Jones $IXIC Nasdaq $GSPC S&P500"  
[X Link](https://x.com/ACFER01/status/1978404840297369989) [@ACFER01](/creator/x/ACFER01) 2025-10-15T10:17Z 2090 followers, XX engagements


"@EclipseMinerals Capital returns back on track to positive inflection point; Greenland back in focus for capital and investors (helpful guide on Greenland changes - ) Nasdaq listing a near term catalyst with wider profile. $EPM.AX $GROC.L $ALBA.L $AMRQ.L $ANOR.V @Amaroq_Minerals @PremiumNickel @greenlandresour @GreenlandMining @GreenRocSM @AlbaMinerals"  
[X Link](https://x.com/ACFER01/status/1978781294810083337) [@ACFER01](/creator/x/ACFER01) 2025-10-16T11:13Z 2093 followers, XXX engagements


"Strong implied call here on Gold price from @TaviCosta - along the lines of 'you ain't seen nothing yet'. Let's see. Gold futures are not X% past our YE25 target of $4000 t/oz. Other ways and plays include equities $NEM $AEM $GOLD $WPM $fNV"  
[X Link](https://x.com/ACFER01/status/1978401821459730847) [@ACFER01](/creator/x/ACFER01) 2025-10-15T10:05Z 2090 followers, XXX engagements


"Oil prices are trending down due to both US and China trade tensions that might lead to softer global growth and so oil demand and reduced mid East tensions post Israel / Hamas 'resolution' i.e supply side risk. $BP.L $EQNR (formally Statoil) $USO $BNO $CRUD $DBO $BRNT $XOM $CVX $SHEL.L $TTE $COP $EOG $SLB"  
[X Link](https://x.com/ACFER01/status/1978387896408158480) [@ACFER01](/creator/x/ACFER01) 2025-10-15T09:10Z 2092 followers, XXX engagements


"ACFMorningMeeting - $TSM knockout results AI driven. Fortune XXX cybersecurity supplier $FFIV badly hacked losing key source code - China is accused or gaining "long-term persistent access". Opens UK/EU - $FTAI $STOXX +ve $FTSE $PTL -ve. US ftrs $DJI $GSPC $IXIC +ve. Stock Watch - $AMD +9.4% +1% in grey trade. $SANA +33% (diabetes potential) $IRBT (Robot vacuum + mop) +36% $HIMS +16% . Commods - $WTI firms a little on Russia / India oil buying 'rumour'. Gold ftrs $GC=1 $4246 t/oz. Cocoa $CC=1 ticks back up above $6000 MT XX wk hi $9913 MT. Data to prioritise UK GDP +0.1% in line. US PPI +"  
[X Link](https://x.com/ACFER01/status/1978751197633790150) [@ACFER01](/creator/x/ACFER01) 2025-10-16T09:13Z 2093 followers, XXX engagements


"$EMP.AX @EclipseMetals dual listing Nasdaq strategy + Greenland is attractive to us Greenland is poorly understood by investors in general but quite a lot has changed in the last few years - this can serve as a useful briefing $AMRQ $PNRL $GROC $ANOR.V $BHP $RIO $SCCO $CSUAY & POTUS"  
[X Link](https://x.com/ACFER01/status/1978396389873754454) [@ACFER01](/creator/x/ACFER01) 2025-10-15T09:43Z 2092 followers, XXX engagements


"ACFMarketWrap: Early optimism around USChina trade faded quickly as both nations imposed new port fees on each others shipments reviving fears of a broader trade escalation. Tensions deepened as China sanctioned five US subsidiaries of South Koreas Hanwha Ocean. On the earnings front $JPM -XXXX% despite reporting higher-than-expected credit loss provisions at $3.4bn. $BLK +1.11% as it beat both earnings and revs estm. while $GS XXXX% after its own rev. beat. $JNJ little changed after a solid earnings beat and news it will spin off its orthopaedics unit. $WFC outperformed XXX% on stronger"  
[X Link](https://x.com/ACFER01/status/1978123888824303649) [@ACFER01](/creator/x/ACFER01) 2025-10-14T15:41Z 2089 followers, XXX engagements


"#Itaconix sustainable revolution in specialty chemicals. With a packet of IP and a vision in line with consumers #ITX is on the right side of history. $ITX.L $CRDA.L $JMAT.L $VCT.L $CUSA.F $LIN $AI.PA $4063.T #ShinEtsu Read our ITX core investment case"  
[X Link](https://x.com/ACFER01/status/1786344995324039664) [@ACFER01](/creator/x/ACFER01) 2024-05-03T10:40Z 2093 followers, 2463 engagements


"Speciality Chemicals - Itaconic Acid (IA) ITX.L 4-yr CAGR of XXXX% to YE22A. $CRDA.L $JMAT.L $VCT.L $CUSA.F @ItaconixPLC. Large-cap spec chems $LIN $AI.PA $4063.T #ShinEtsu Read our #ACFResearch Core Investment Case"  
[X Link](https://x.com/ACFER01/status/1788543439816249393) [@ACFER01](/creator/x/ACFER01) 2024-05-09T12:16Z 2093 followers, XXX engagements


"ACFMorningMeeting $NVDA $XXX trn $X trn coming $ARM - Softbank looking for another US$5bn for AI is rumoured to be negotiating a further $5bn margin loan against its ARM stock holding bringing the total of $ARM underpinned margin loans to $18.5bn - to invest in AI. Opens UK $FTSE $FTAI -ve EU $STOXX $PTL +ve. US ftrs flat to +ve $DJI $GSPC $IXIC. Stock Watch - Lux brand Ferrari $RACE -XX% (poor outlook); $SERV +28% (DoorDash $DASH deal for its delivery robot); $TLRY +22% YTD +58% (1Q EPS rocket). Others to watch - $TSM $AVGO $NFLX $ORCL $PLTR $NVDA Commods - All down this AM. $WTI $XXXX bbl"  
[X Link](https://x.com/ACFER01/status/1976560880004325718) [@ACFER01](/creator/x/ACFER01) 2025-10-10T08:10Z 2089 followers, XXX engagements


"ACFMarketWrap: Ex-dividend drag sentiment and banking woes hit the FTSE XXX (-0.41%). $HSBC -XXX% after pausing buybacks and confirming plans to take Hang Seng Bank private weighing on peers like $LLOY.L (-3.3%) amid fresh motor finance provisions. Ex-div names $WPP $BTDPY $TSCO.L also slipped. Luxury and autos slumped: $RACE (-15%) cut its 2030 outlook and EV targets while $MC.PA $RMS.PA and $LORA.DU fell 2%. Offsetting the gloom $IAG +3.2% on upbeat results and optimism from Delta. Meanwhile $NVO -XXX% after announcing a $4.7bn takeover of $AKRO. Across the Atlantic earnings lifted"  
[X Link](https://x.com/ACFER01/status/1976332738383970441) [@ACFER01](/creator/x/ACFER01) 2025-10-09T17:03Z 2093 followers, XXX engagements


"$FTSE XXX has given up some XX points of its opening gains - it can't decide whether Taylor Swift marriage or Donald Trump fed attack has a bigger economic impact"  
[X Link](https://x.com/ACFER01/status/1960620688773144936) [@ACFER01](/creator/x/ACFER01) 2025-08-27T08:29Z 2093 followers, XXX engagements


"Pulsar Helium $PLSR.L - quality asset other strong peer differentiators makes changes to ability to issue stock and raise capital - see @ZaksTradersCafe hotlist below. Some possible peers $PLSR.L $HE1.L $AVN $RHC $DME $GGE"  
[X Link](https://x.com/ACFER01/status/1978759258742108405) [@ACFER01](/creator/x/ACFER01) 2025-10-16T09:45Z 2090 followers, 1070 engagements


"ACFMorning Meeting - $NVDA $OPAI.PVT $CRWV $XAAI.PVT $ORCL $AVGO - AI self investment adds evidence to AI bubble concerns - all gets a bit circular is the concern. There is a sense of increasing investment opacity creation - The fear - who holds the actual baby - rises. Opens UK/EU opens -ve $FTSE $FTAI $STOXX. US mixed $IXIC $DJI -ve. Stock Watch - Mag7s $TSLA +5.4%. Our AI bubble stocks model portfolio 'most fun' $SOUN +10% -XXX% in grey trade; $ARM +11% +3.5% in grey. Commods - $WTI down @$58 bbl. GOLD futures $4156 t/oz. Gold spot $4139 t/oz. Data to focus on - UK unemployment Germany ZEW"  
[X Link](https://x.com/ACFER01/status/1978032579157578068) [@ACFER01](/creator/x/ACFER01) 2025-10-14T09:38Z 2089 followers, XXX engagements


"ACFMorningMeeting - US rate cut 25bps to XXXX% drives US ftrs +ve. UK 150bn (90bn from Blackrock) investment from US Tech + 30bn in 'immediate' tech spending. For naysayers - Quality of jobs matters more than volume - ACFView. Opens mixed $STOXX -ve $FTSE $FTAI +ve. US ftrs +ve $DJI $GSPC $IXIC. Stock Watch - $META $NVDA -XXX% $MBLY +3.4% $SOUN +2.9%. $BGM +27% (conversion from Pharma to AI services via Chinese M&A) $PLUG +19% (Hydrogen fuel cells - strong operational peformance) $QBTS +18% (quantum computing sector rerating) $LYFT +13% (CEO ruminates on Waymo deal). Commods - Gold $3640"  
[X Link](https://x.com/ACFER01/status/1968577602953646429) [@ACFER01](/creator/x/ACFER01) 2025-09-18T07:27Z 2093 followers, XXX engagements