[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.] #  @AQPulse AQPulse AQPulse posts on X about msft, $msft, macro, fed the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1933886283195240448/interactions)  - X Week XXXXX -XX% ### Mentions: XX [#](/creator/twitter::1933886283195240448/posts_active)  ### Followers: XXX [#](/creator/twitter::1933886283195240448/followers)  - X Week XXX +11% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1933886283195240448/influencer_rank)  ### Social Influence [#](/creator/twitter::1933886283195240448/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [countries](/list/countries) **Social topic influence** [msft](/topic/msft), [$msft](/topic/$msft), [macro](/topic/macro), [fed](/topic/fed), [$rsp](/topic/$rsp), [spx](/topic/spx), [Sentiment](/topic/sentiment), [jpm](/topic/jpm), [pep](/topic/pep), [staples](/topic/staples) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/$msft) [Apple, Inc. (AAPL)](/topic/$aapl) [SPX6900 (SPX)](/topic/$spx) [Goldman Sachs (GS)](/topic/goldman-sachs) [Arcblock (ABT)](/topic/$abt) [Johnson & Johnson (JNJ)](/topic/$jnj) [NVIDIA Corp. (NVDA)](/topic/$nvda) [BlackCoin (BLK)](/topic/$blk) [Morgan Stanley (MS)](/topic/$ms) [GammaSwap (GS)](/topic/$gs) [JPMorgan Chase (JPM)](/topic/$jpm) [Basis Cash (BAC)](/topic/$bac) [Wells Fargo & Co (WFC)](/topic/$wfc) [PepsiCo, Inc. (PEP)](/topic/$pep) [Lition (LIT)](/topic/$lit) [Enphase Energy Inc (ENPH)](/topic/$enph) [Palantir (PLTR)](/topic/$pltr) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Sleepless AI (AI)](/topic/$ai) [Stacks (STX)](/topic/$stx) [Netflix Inc (NFLX)](/topic/$nflx) [Spacemesh (SMH)](/topic/$smh) [Novartis AG (NVS)](/topic/$nvs) [Elevance Health Inc (ELV)](/topic/$elv) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Intel Corporation (INTC)](/topic/$intc) [Blackstone, Inc. (BX)](/topic/$bx) [Citigroup Inc (C)](/topic/citigroup) [BlackRock Inc (BLK)](/topic/blackrock) [Bank of America (BAC)](/topic/bank-of-america) ### Top Social Posts [#](/creator/twitter::1933886283195240448/posts) --- Top posts by engagements in the last XX hours "🗓 Friday July XX 08:30 ET Durable Goods Orders (Jun) Headline expected: -XXXX% (aircraft unwind) Core forecast: flat (0.0%) Strategy: Watch $XLI $XME. Weak data = lower capex = risk-off tone"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947263762555339241) 2025-07-21 11:53:54 UTC XXX followers, X engagements "🔋 Clean Energy & Battery Tech $LIT +3.56% $PBW +3.27% Lithium prices stabilized; climate policy headlines boosted sentiment. 🌍 Structural energy transition narrative remains intact but fundamentals must catch up"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1945495221493809236) 2025-07-16 14:46:21 UTC XXX followers, XX engagements "@StockSavvyShay Its wild how $PLTR and $AXON are becoming quiet but dominant forces in public infrastructure & security. Next up Likely monopolies in AI cloud ($MSFT) and energy ($ENPH)"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1944038313067000093) 2025-07-12 14:17:06 UTC XXX followers, 4447 engagements "🚨 Record highs fading flows and rising fragility beneath the surface. This weeks AQPulse report is live: ✔ S&P XXX at channel top ✔ Tech ETF flows diverging ✔ Trade war XXX risks ✔ Gold & 10Y yields coiled ✔ Next week's Fed catalysts & earnings risks 📥 Free download now #SP500 #Macro #Fed #AIstocks #AQPulse"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946923585685369215) 2025-07-20 13:22:09 UTC XXX followers, XX engagements "🗓 Wednesday July XX 10:00 ET 🏠 Existing Home Sales (Jun) Forecast: 4.01M vs. 4.03M prior Resale activity under pressure due to mortgage affordability crisis. Strategy: Weak print = more flows into $VNQ defensive REITs"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947263757941432742) 2025-07-21 11:53:52 UTC XXX followers, X engagements "🔻 Underperformers 🏦 Financials XLF: XXXX% KRE: XXXX% Banks under pressure: weak loan growth + CRE risks. Prefer JPM/MS over smaller regionals Watch: JPM MS PNC RF"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947296183913005104) 2025-07-21 14:02:43 UTC XXX followers, XX engagements "🛒 Consumer Staples Slip XLP: XXXX% Risk-on rally drains flows from defensive sectors. Use as hedge not alpha. Watch: PG KO PEP COST 🧪 Healthcare Rotation XLV: XXXX% IBB XXXX% Biotech weak large-caps stable. Favor dividend giants. Watch: UNH JNJ LLY REGN"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947296190992892311) 2025-07-21 14:02:45 UTC XXX followers, XX engagements "Policy under pressure: Economists warn of deeper housing disinflation Now Goldman Sachs estimates another potential XX% price drop through 2027 The PBoC may need to respond but must balance: Liquidity support vs bank health Domestic calming vs inflation control"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946556393244516687) 2025-07-19 13:03:04 UTC XXX followers, XX engagements "📌 Final Thought The bond bull run that began in the 1980s has officially reversed. This isnt just volatility - its a macro regime shift: - Fiscal dominance - Structural inflation risks - Central bank credibility in question 📉 The bond market is sending a warning are we listening 🔁 Follow @AQPulse for weekly macro breakdowns earnings flows and Fed-sensitive trade setups. #Bonds #Treasuries #TLT #Inflation #Fed #Markets #AssetAllocation #AQPulse"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946559819558903836) 2025-07-19 13:16:40 UTC XXX followers, XX engagements "💻 Tech & AI in Focus Reports: $NFLX $TSMC $ASML $STX Key signals: AI chip CapEx $SOXX Netflix growth vs. margins $XLC sentiment Storage demand $AI infrastructure proxy ⚠ One weak guide = tech profit-taking zone #AI #Semis #Tech"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1944792333352116643) 2025-07-14 16:13:19 UTC XXX followers, XXX engagements "$SMH +2.03% $SOXX +2.02% Nvidia-led rally continues backed by GPU demand and AI-driven data center builds. ⚠ Valuation risk looms into earnings market is pricing perfection"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1945495219585384818) 2025-07-16 14:46:20 UTC XXX followers, XX engagements "🧪 Healthcare Pharma Insurance Reports: $JNJ $NVS $ABT $ELV Watch: Margin pressure post-election rhetoric ELV's MLR trend can crush $XLV if guidance is weak #Healthcare #Insurance #Pharma"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1944792335172390912) 2025-07-14 16:13:19 UTC XXX followers, XXX engagements "Equal-weighted S&P XXX (Ticker: $RSP): Here every stock has the same influence. XXX companies = XXX% weight each. No megacap bias. A rally in small/mid caps impacts the index just as much as big tech"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1945867858917102046) 2025-07-17 15:27:04 UTC XXX followers, XX engagements "🗓 Thursday July XX Triple Threat Day 08:30 Initial Jobless Claims Forecast: 229K Higher claims = labor softening = dovish Fed tilt 09:45 S&P Global PMIs (Jul) Services expected: XXXX Composite XX = economic resilience 10:00 New Home Sales Forecast: 651K vs. 623K prior"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947263760399573370) 2025-07-21 11:53:53 UTC XXX followers, X engagements "Lets look under the hood: 📉 This chart tracks YoY price growth in secondhand vs overall housing: Secondhand prices slumped post2018 Overall prices have declined since 2021 Both remain deeply negative into 2024 This isnt seasonal - its structural contraction"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946556389419290930) 2025-07-19 13:03:03 UTC XXX followers, XX engagements "🏘 Real Estate & REITs XLRE: XXXX% VNQ: XXXX% No rate relief office demand still weak. Focus on logistics & residential over office REITs. Watch: PLD AMT DLR O"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947296186286632988) 2025-07-21 14:02:44 UTC XXX followers, X engagements "Why this matters globally: Chinas property market is fuel for global commodities-steel copper energy. As construction slows demand for raw materials shrinks impacting: EM commodity exporters Global growth momentum Inflation expectations Chinas slump could become deflationary shockwaves"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946556391466172737) 2025-07-19 13:03:03 UTC XXX followers, XX engagements "📉 Treasury Bonds: The Worst Decade in Modern History Heres the data and what it means: 🔻 Fact: The 2020s are already on pace to deliver the worst real returns for long-term U.S. Treasuries in modern history even worse than the inflation-shocked 1970s and war-financing 1940s"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946559813200306350) 2025-07-19 13:16:39 UTC XXX followers, XX engagements "Why does this matter Because lately the S&P XXX is hitting new highs. But $RSP is not. This means: Only a few megacaps (like $NVDA $MSFT $AAPL) are driving the rally. The rest of the market Struggling"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1945867860838113667) 2025-07-17 15:27:05 UTC XXX followers, XX engagements "🏦 Financials Take the Stage Reports from: $JPM $GS $MS $BAC $WFC $C $BLK What matters: Net Interest Margins (NIM) Credit provisions M&A/advisory trends post-IPO freeze 🔎 A miss from $JPM or $GS could rattle $XLF $KBE $KRE #Banks #Financials"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1944792331464687984) 2025-07-14 16:13:18 UTC XXX followers, XX engagements "Big Tech Megacaps Dominate (Jul 23Aug 1) 🚨 Key earnings : Tesla $TSLA Jul XX Alphabet $GOOGL $GOOG Jul XX Meta $META Jul XX Microsoft $MSFT Jul XX Apple $AAPL Jul XX Amazon $AMZN Jul XX Qualcomm $QCOM Jul XX Intel $INTC Jul XX This is the heart of the markets momentum. Expect huge volatility in $QQQ $NDX $XLK"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1944026439902539991) 2025-07-12 13:29:56 UTC XXX followers, XXX engagements "⚛ Nuclear Energy URA: +8.86% Governments turning back to uranium amid energy security concerns. A forgotten theme now quietly reviving. Watch: CCJ NXE DNN UUUU"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947296178850414821) 2025-07-21 14:02:42 UTC XXX followers, XX engagements "Strategic Implications 💥 60/40 Portfolio Drawdown Morningstar: Worst underperformance in over XXX years Simultaneous stock-bond losses crushed traditional portfolios 🏃♂ Flight to Short Duration & Alternatives Cash-like T-Bills gold and active bond strategies in focus Long-duration bond exposure now seen as structurally risky"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946559817470103756) 2025-07-19 13:16:40 UTC XXX followers, XX engagements "🛢 Energy Range-Bound XLE: XXXX% USO: flat Oil stuck near $XX geopolitical bid vs. macro drag. Tactical use only. Watch: XOM SLB CVX HAL"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947296188707054013) 2025-07-21 14:02:45 UTC XXX followers, X engagements "💡 Disruptive Innovation ARKK: +7.05% ARKF: +6.56% ARKW: +6.52% Tech optimism + risk-on flows = growth ETF comeback. High upside high sensitivity to rates. Watch: COIN SQ TDOC ROKU"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947296181320560692) 2025-07-21 14:02:43 UTC XXX followers, XX engagements "🔍 Macro Themes to Watch X Fed Liquidity M2 still weak but any surprise uptick bullish for tech/growth Powell + Bowman = yield curve drivers X Housing as Confidence Barometer Permits + New Home Sales future demand in focus X PMIs Divergence Services Manufacturing = resilience Below XX rotation to $XLU $XLP X Labor Trends Jobless Claims up rate cut bets rise gold & growth get bid"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947263764803502288) 2025-07-21 11:53:54 UTC XXX followers, XX engagements "🏠 Chinas housing downturn has acceleratedwhat used to be a mild correction is now structural weakness. June saw: New home prices: XXX% MoM (steepest drop in X months) YoY new home prices: XXX% (24th consecutive month) Resale prices: XXX% MoM H1 real estate investment: XXXX% YoY"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946556386655223934) 2025-07-19 13:03:02 UTC XXX followers, XX engagements "Cap-weighted S&P XXX ($SPX): This version gives more weight to larger companies. Example: $AAPL $MSFT = 6%+ each $F (Ford) = XXX% So if $AAPL rises X% it moves the index a lot. If $F rises X% it barely moves the needle"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1945867857088360758) 2025-07-17 15:27:04 UTC XXX followers, XX engagements "Financials Take the Stage 🚨 Key earnings : JPMorgan Chase $JPM Jul XX Wells Fargo $WFC Jul XX Citigroup $C Jul XX BlackRock $BLK Jul XX Bank of America $BAC Jul XX Goldman Sachs $GS Jul XX Morgan Stanley $MS Jul XX Blackstone $BX Jul XX Why it matters: Big banks kick off earnings sentiment Watch for credit quality loan growth & NIM $XLF $KRE could move sharply on guidance"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1944026435863425426) 2025-07-12 13:29:55 UTC XXX followers, XXX engagements "The market feels split. 📈 Big tech is flying 🐢 Small caps are crawling One of them is bluffing. Heading into earnings season and summer volatility - Which side do YOU trust X. Megacaps ($NVDA $MSFT) X. Small caps ($IWM $RSP) Cast your vote 👇 #SPX #Markets #Breadth #Tech #AQPulse"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946214496516857935) 2025-07-18 14:24:29 UTC XXX followers, XX engagements "💡Bottom line: Cap-weighted $SPX shows what big tech is doing Equal-weighted $RSP shows what the market is doing If $SPX is up but $RSP is flat or falling 📉 Be cautious. Thats not broad strength"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1945867866273931640) 2025-07-17 15:27:06 UTC XXX followers, XX engagements "🛍 Consumer Staples & Discretionary Reports: $PEP $SNA $ACI Focus: Tariff impact on input costs Holiday/back-to-school guidance Strong staples = defensive rotation Weak retail = trouble for $XLY $XRT #Retail #Staples"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1944792337097633910) 2025-07-14 16:13:20 UTC XXX followers, XX engagements "Consumer impact: It's not just property. Chinese consumers are pulling back - hard. While some luxury bags have reportedly sold at 7090% off those are edge cases. But the underlying signal is clear: discretionary demand is collapsing. 📊 Here's the macro view: Consumer Price Index (CPI): XXX% YoY Producer Price Index (PPI): XXX% YoY Both negative and both stuck there This is a deflationary feedback loop: 1.🔻 Households spend less 2.🔻 Companies cut prices 3.🔻 Margins fall 4.🔻 Jobs at risk 🔁 Back to step X Even if headline retail data looks stable the price behavior tells a different"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1946556396465713354) 2025-07-19 13:03:04 UTC XXX followers, XX engagements "Healthcare & Consumer 🚨 Key earnings : Johnson & Johnson $JNJ Jul XX Abbott Labs $ABT Jul XX Philip Morris $PM Jul XX PepsiCo $PEP Jul XX Coca-Cola $KO Jul XX Thermo Fisher $TMO Jul XX Verizon Communications $VZ Jul XX Intuitive Surgical $ISRG Jul XX AT&T $T Jul XX CME Group $CME Jul XX Consumer staples show pricing power Health stocks guide on margins post-inflation $XLV $XLP in focus"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1944026437801087167) 2025-07-12 13:29:55 UTC XXX followers, XXX engagements "🗓 Tuesday July XX 08:30 ET Fed Chair Powell Speaks The key event of the week. Tone = everything. One dovish tilt and yields could dive. Watch $TLT $QQQ and $DXY closely. 💡 Bonus: M2 Money Supply data drops - any liquidity shift could ripple to $BTC"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947263755366129813) 2025-07-21 11:53:52 UTC XXX followers, XX engagements "Altseason The signals are aligning: BTC dominance to XX% - a X p drop in X days ETH/BTC ratio hovering - no breakout yet Select alts (SOL ETH) outperforming BTC recently Meanwhile $SPX is at record highs - but breadth is narrowing. We analyze both macro + crypto cycles every week at @AQPulse 🔍 #Altseason #Crypto #Macro #SP500 #AQPulse"  [@AQPulse](/creator/x/AQPulse) on [X](/post/tweet/1947298689829277806) 2025-07-21 14:12:41 UTC XXX 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.]
@AQPulse AQPulse
AQPulse posts on X about msft, $msft, macro, fed the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
Mentions: XX #
Followers: XXX #
- X Week XXX +11%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance stocks technology brands cryptocurrencies automotive brands countries
Social topic influence msft, $msft, macro, fed, $rsp, spx, Sentiment, jpm, pep, staples
Top assets mentioned Microsoft Corp. (MSFT) Apple, Inc. (AAPL) SPX6900 (SPX) Goldman Sachs (GS) Arcblock (ABT) Johnson & Johnson (JNJ) NVIDIA Corp. (NVDA) BlackCoin (BLK) Morgan Stanley (MS) GammaSwap (GS) JPMorgan Chase (JPM) Basis Cash (BAC) Wells Fargo & Co (WFC) PepsiCo, Inc. (PEP) Lition (LIT) Enphase Energy Inc (ENPH) Palantir (PLTR) Axon Enterprise, Inc. (AXON) Sleepless AI (AI) Stacks (STX) Netflix Inc (NFLX) Spacemesh (SMH) Novartis AG (NVS) Elevance Health Inc (ELV) Metadium (META) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) QUALCOMM, Inc. (QCOM) Intel Corporation (INTC) Blackstone, Inc. (BX) Citigroup Inc (C) BlackRock Inc (BLK) Bank of America (BAC)
Top Social Posts #
Top posts by engagements in the last XX hours
"🗓 Friday July XX 08:30 ET Durable Goods Orders (Jun) Headline expected: -XXXX% (aircraft unwind) Core forecast: flat (0.0%) Strategy: Watch $XLI $XME. Weak data = lower capex = risk-off tone"
@AQPulse on X 2025-07-21 11:53:54 UTC XXX followers, X engagements
"🔋 Clean Energy & Battery Tech $LIT +3.56% $PBW +3.27% Lithium prices stabilized; climate policy headlines boosted sentiment. 🌍 Structural energy transition narrative remains intact but fundamentals must catch up" @AQPulse on X 2025-07-16 14:46:21 UTC XXX followers, XX engagements
"@StockSavvyShay Its wild how $PLTR and $AXON are becoming quiet but dominant forces in public infrastructure & security. Next up Likely monopolies in AI cloud ($MSFT) and energy ($ENPH)" @AQPulse on X 2025-07-12 14:17:06 UTC XXX followers, 4447 engagements
"🚨 Record highs fading flows and rising fragility beneath the surface. This weeks AQPulse report is live: ✔ S&P XXX at channel top ✔ Tech ETF flows diverging ✔ Trade war XXX risks ✔ Gold & 10Y yields coiled ✔ Next week's Fed catalysts & earnings risks 📥 Free download now #SP500 #Macro #Fed #AIstocks #AQPulse" @AQPulse on X 2025-07-20 13:22:09 UTC XXX followers, XX engagements
"🗓 Wednesday July XX 10:00 ET 🏠 Existing Home Sales (Jun) Forecast: 4.01M vs. 4.03M prior Resale activity under pressure due to mortgage affordability crisis. Strategy: Weak print = more flows into $VNQ defensive REITs" @AQPulse on X 2025-07-21 11:53:52 UTC XXX followers, X engagements
"🔻 Underperformers 🏦 Financials XLF: XXXX% KRE: XXXX% Banks under pressure: weak loan growth + CRE risks. Prefer JPM/MS over smaller regionals Watch: JPM MS PNC RF" @AQPulse on X 2025-07-21 14:02:43 UTC XXX followers, XX engagements
"🛒 Consumer Staples Slip XLP: XXXX% Risk-on rally drains flows from defensive sectors. Use as hedge not alpha. Watch: PG KO PEP COST 🧪 Healthcare Rotation XLV: XXXX% IBB XXXX% Biotech weak large-caps stable. Favor dividend giants. Watch: UNH JNJ LLY REGN" @AQPulse on X 2025-07-21 14:02:45 UTC XXX followers, XX engagements
"Policy under pressure: Economists warn of deeper housing disinflation Now Goldman Sachs estimates another potential XX% price drop through 2027 The PBoC may need to respond but must balance: Liquidity support vs bank health Domestic calming vs inflation control" @AQPulse on X 2025-07-19 13:03:04 UTC XXX followers, XX engagements
"📌 Final Thought The bond bull run that began in the 1980s has officially reversed. This isnt just volatility - its a macro regime shift: - Fiscal dominance - Structural inflation risks - Central bank credibility in question 📉 The bond market is sending a warning are we listening 🔁 Follow @AQPulse for weekly macro breakdowns earnings flows and Fed-sensitive trade setups. #Bonds #Treasuries #TLT #Inflation #Fed #Markets #AssetAllocation #AQPulse" @AQPulse on X 2025-07-19 13:16:40 UTC XXX followers, XX engagements
"💻 Tech & AI in Focus Reports: $NFLX $TSMC $ASML $STX Key signals: AI chip CapEx $SOXX Netflix growth vs. margins $XLC sentiment Storage demand $AI infrastructure proxy ⚠ One weak guide = tech profit-taking zone #AI #Semis #Tech" @AQPulse on X 2025-07-14 16:13:19 UTC XXX followers, XXX engagements
"$SMH +2.03% $SOXX +2.02% Nvidia-led rally continues backed by GPU demand and AI-driven data center builds. ⚠ Valuation risk looms into earnings market is pricing perfection" @AQPulse on X 2025-07-16 14:46:20 UTC XXX followers, XX engagements
"🧪 Healthcare Pharma Insurance Reports: $JNJ $NVS $ABT $ELV Watch: Margin pressure post-election rhetoric ELV's MLR trend can crush $XLV if guidance is weak #Healthcare #Insurance #Pharma" @AQPulse on X 2025-07-14 16:13:19 UTC XXX followers, XXX engagements
"Equal-weighted S&P XXX (Ticker: $RSP): Here every stock has the same influence. XXX companies = XXX% weight each. No megacap bias. A rally in small/mid caps impacts the index just as much as big tech" @AQPulse on X 2025-07-17 15:27:04 UTC XXX followers, XX engagements
"🗓 Thursday July XX Triple Threat Day 08:30 Initial Jobless Claims Forecast: 229K Higher claims = labor softening = dovish Fed tilt 09:45 S&P Global PMIs (Jul) Services expected: XXXX Composite XX = economic resilience 10:00 New Home Sales Forecast: 651K vs. 623K prior" @AQPulse on X 2025-07-21 11:53:53 UTC XXX followers, X engagements
"Lets look under the hood: 📉 This chart tracks YoY price growth in secondhand vs overall housing: Secondhand prices slumped post2018 Overall prices have declined since 2021 Both remain deeply negative into 2024 This isnt seasonal - its structural contraction" @AQPulse on X 2025-07-19 13:03:03 UTC XXX followers, XX engagements
"🏘 Real Estate & REITs XLRE: XXXX% VNQ: XXXX% No rate relief office demand still weak. Focus on logistics & residential over office REITs. Watch: PLD AMT DLR O" @AQPulse on X 2025-07-21 14:02:44 UTC XXX followers, X engagements
"Why this matters globally: Chinas property market is fuel for global commodities-steel copper energy. As construction slows demand for raw materials shrinks impacting: EM commodity exporters Global growth momentum Inflation expectations Chinas slump could become deflationary shockwaves" @AQPulse on X 2025-07-19 13:03:03 UTC XXX followers, XX engagements
"📉 Treasury Bonds: The Worst Decade in Modern History Heres the data and what it means: 🔻 Fact: The 2020s are already on pace to deliver the worst real returns for long-term U.S. Treasuries in modern history even worse than the inflation-shocked 1970s and war-financing 1940s" @AQPulse on X 2025-07-19 13:16:39 UTC XXX followers, XX engagements
"Why does this matter Because lately the S&P XXX is hitting new highs. But $RSP is not. This means: Only a few megacaps (like $NVDA $MSFT $AAPL) are driving the rally. The rest of the market Struggling" @AQPulse on X 2025-07-17 15:27:05 UTC XXX followers, XX engagements
"🏦 Financials Take the Stage Reports from: $JPM $GS $MS $BAC $WFC $C $BLK What matters: Net Interest Margins (NIM) Credit provisions M&A/advisory trends post-IPO freeze 🔎 A miss from $JPM or $GS could rattle $XLF $KBE $KRE #Banks #Financials" @AQPulse on X 2025-07-14 16:13:18 UTC XXX followers, XX engagements
"Big Tech Megacaps Dominate (Jul 23Aug 1) 🚨 Key earnings : Tesla $TSLA Jul XX Alphabet $GOOGL $GOOG Jul XX Meta $META Jul XX Microsoft $MSFT Jul XX Apple $AAPL Jul XX Amazon $AMZN Jul XX Qualcomm $QCOM Jul XX Intel $INTC Jul XX This is the heart of the markets momentum. Expect huge volatility in $QQQ $NDX $XLK" @AQPulse on X 2025-07-12 13:29:56 UTC XXX followers, XXX engagements
"⚛ Nuclear Energy URA: +8.86% Governments turning back to uranium amid energy security concerns. A forgotten theme now quietly reviving. Watch: CCJ NXE DNN UUUU" @AQPulse on X 2025-07-21 14:02:42 UTC XXX followers, XX engagements
"Strategic Implications 💥 60/40 Portfolio Drawdown Morningstar: Worst underperformance in over XXX years Simultaneous stock-bond losses crushed traditional portfolios 🏃♂ Flight to Short Duration & Alternatives Cash-like T-Bills gold and active bond strategies in focus Long-duration bond exposure now seen as structurally risky" @AQPulse on X 2025-07-19 13:16:40 UTC XXX followers, XX engagements
"🛢 Energy Range-Bound XLE: XXXX% USO: flat Oil stuck near $XX geopolitical bid vs. macro drag. Tactical use only. Watch: XOM SLB CVX HAL" @AQPulse on X 2025-07-21 14:02:45 UTC XXX followers, X engagements
"💡 Disruptive Innovation ARKK: +7.05% ARKF: +6.56% ARKW: +6.52% Tech optimism + risk-on flows = growth ETF comeback. High upside high sensitivity to rates. Watch: COIN SQ TDOC ROKU" @AQPulse on X 2025-07-21 14:02:43 UTC XXX followers, XX engagements
"🔍 Macro Themes to Watch X Fed Liquidity M2 still weak but any surprise uptick bullish for tech/growth Powell + Bowman = yield curve drivers X Housing as Confidence Barometer Permits + New Home Sales future demand in focus X PMIs Divergence Services Manufacturing = resilience Below XX rotation to $XLU $XLP X Labor Trends Jobless Claims up rate cut bets rise gold & growth get bid" @AQPulse on X 2025-07-21 11:53:54 UTC XXX followers, XX engagements
"🏠 Chinas housing downturn has acceleratedwhat used to be a mild correction is now structural weakness. June saw: New home prices: XXX% MoM (steepest drop in X months) YoY new home prices: XXX% (24th consecutive month) Resale prices: XXX% MoM H1 real estate investment: XXXX% YoY" @AQPulse on X 2025-07-19 13:03:02 UTC XXX followers, XX engagements
"Cap-weighted S&P XXX ($SPX): This version gives more weight to larger companies. Example: $AAPL $MSFT = 6%+ each $F (Ford) = XXX% So if $AAPL rises X% it moves the index a lot. If $F rises X% it barely moves the needle" @AQPulse on X 2025-07-17 15:27:04 UTC XXX followers, XX engagements
"Financials Take the Stage 🚨 Key earnings : JPMorgan Chase $JPM Jul XX Wells Fargo $WFC Jul XX Citigroup $C Jul XX BlackRock $BLK Jul XX Bank of America $BAC Jul XX Goldman Sachs $GS Jul XX Morgan Stanley $MS Jul XX Blackstone $BX Jul XX Why it matters: Big banks kick off earnings sentiment Watch for credit quality loan growth & NIM $XLF $KRE could move sharply on guidance" @AQPulse on X 2025-07-12 13:29:55 UTC XXX followers, XXX engagements
"The market feels split. 📈 Big tech is flying 🐢 Small caps are crawling One of them is bluffing. Heading into earnings season and summer volatility - Which side do YOU trust X. Megacaps ($NVDA $MSFT) X. Small caps ($IWM $RSP) Cast your vote 👇 #SPX #Markets #Breadth #Tech #AQPulse" @AQPulse on X 2025-07-18 14:24:29 UTC XXX followers, XX engagements
"💡Bottom line: Cap-weighted $SPX shows what big tech is doing Equal-weighted $RSP shows what the market is doing If $SPX is up but $RSP is flat or falling 📉 Be cautious. Thats not broad strength" @AQPulse on X 2025-07-17 15:27:06 UTC XXX followers, XX engagements
"🛍 Consumer Staples & Discretionary Reports: $PEP $SNA $ACI Focus: Tariff impact on input costs Holiday/back-to-school guidance Strong staples = defensive rotation Weak retail = trouble for $XLY $XRT #Retail #Staples" @AQPulse on X 2025-07-14 16:13:20 UTC XXX followers, XX engagements
"Consumer impact: It's not just property. Chinese consumers are pulling back - hard. While some luxury bags have reportedly sold at 7090% off those are edge cases. But the underlying signal is clear: discretionary demand is collapsing. 📊 Here's the macro view: Consumer Price Index (CPI): XXX% YoY Producer Price Index (PPI): XXX% YoY Both negative and both stuck there This is a deflationary feedback loop: 1.🔻 Households spend less 2.🔻 Companies cut prices 3.🔻 Margins fall 4.🔻 Jobs at risk 🔁 Back to step X Even if headline retail data looks stable the price behavior tells a different" @AQPulse on X 2025-07-19 13:03:04 UTC XXX followers, XX engagements
"Healthcare & Consumer 🚨 Key earnings : Johnson & Johnson $JNJ Jul XX Abbott Labs $ABT Jul XX Philip Morris $PM Jul XX PepsiCo $PEP Jul XX Coca-Cola $KO Jul XX Thermo Fisher $TMO Jul XX Verizon Communications $VZ Jul XX Intuitive Surgical $ISRG Jul XX AT&T $T Jul XX CME Group $CME Jul XX Consumer staples show pricing power Health stocks guide on margins post-inflation $XLV $XLP in focus" @AQPulse on X 2025-07-12 13:29:55 UTC XXX followers, XXX engagements
"🗓 Tuesday July XX 08:30 ET Fed Chair Powell Speaks The key event of the week. Tone = everything. One dovish tilt and yields could dive. Watch $TLT $QQQ and $DXY closely. 💡 Bonus: M2 Money Supply data drops - any liquidity shift could ripple to $BTC" @AQPulse on X 2025-07-21 11:53:52 UTC XXX followers, XX engagements
"Altseason The signals are aligning: BTC dominance to XX% - a X p drop in X days ETH/BTC ratio hovering - no breakout yet Select alts (SOL ETH) outperforming BTC recently Meanwhile $SPX is at record highs - but breadth is narrowing. We analyze both macro + crypto cycles every week at @AQPulse 🔍 #Altseason #Crypto #Macro #SP500 #AQPulse" @AQPulse on X 2025-07-21 14:12:41 UTC XXX followers, XXX engagements