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# ![@AndreasSteno Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::851431642950402048.png) @AndreasSteno Andreas Steno Larsen

Andreas Steno Larsen posts on X about fed, china, qe, oblivion the most. They currently have XXXXXXX followers and 2800 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::851431642950402048/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::851431642950402048/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XXXX%
- X Month XXXXXXXXX +264%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +42%

### Mentions: XX [#](/creator/twitter::851431642950402048/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::851431642950402048/c:line/m:posts_active.svg)

- X Week XX +8.30%
- X Month XXX +75%
- X Months XXX -XX%
- X Year XXXXX +34%

### Followers: XXXXXXX [#](/creator/twitter::851431642950402048/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::851431642950402048/c:line/m:followers.svg)

- X Week XXXXXXX +0.43%
- X Month XXXXXXX +1.20%
- X Months XXXXXXX +5.90%
- X Year XXXXXXX +14%

### CreatorRank: XXXXXXX [#](/creator/twitter::851431642950402048/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::851431642950402048/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::851431642950402048/influence)
---

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [currencies](/list/currencies) 

**Social topic influence**
[fed](/topic/fed) #465, [china](/topic/china), [qe](/topic/qe) #60, [oblivion](/topic/oblivion) #113, [sentiment](/topic/sentiment) #682, [bearish](/topic/bearish), [stakes](/topic/stakes), [balance sheet](/topic/balance-sheet), [adoption](/topic/adoption), [euphoric](/topic/euphoric)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [MP Materials Corp. (MP)](/topic/$mp)
### Top Social Posts [#](/creator/twitter::851431642950402048/posts)
---
Top posts by engagements in the last XX hours

"Sorry to all of the pumpers out there. Even if QT ends in Dec QE is not up next. There is a LONG way for the Fed to admit to a larger balance sheet again and it is not even necessary"  
[X Link](https://x.com/AndreasSteno/status/1978184054659838145) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-14T19:40Z 269.5K followers, 40.2K engagements


"The days when you could sit and wait for earnings data are pretty much over. In a world of extremely fast-paced adoption such trends in earnings have been speculated into oblivion before realizing"  
[X Link](https://x.com/AndreasSteno/status/1979529349700137213) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-18T12:45Z 269.5K followers, 13.1K engagements


"The Most Hated Rally I went through most of the sentiment indicators CFTC AAII Fear & Greed etc. Interestingly were far from euphoric sentiment which honestly surprised me. Positioning remains neutral to slightly bearish. Higher. Much higher"  
[X Link](https://x.com/AndreasSteno/status/1975943142831686016) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-08T15:15Z 269.5K followers, 84.4K engagements


"From my big sectorial study on Rare Earths dropping one of the coming days at @RealVision - must read "In essence investing in Western rare earths remains a bet on politics not geology. Its a leveraged play on whether Western democracies are willing to pay the true cost of security of supply not only in subsidies and infrastructure but in accepting that the green transition the AI arms race and national security wont come cheap or clean. I think were getting there but we would never have gotten there without Donald Trump.""  
[X Link](https://x.com/AndreasSteno/status/1977856596291002508) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-13T21:58Z 269.5K followers, 116.4K engagements


"Also big news that private market companies are rebounding today"  
[X Link](https://x.com/AndreasSteno/status/1978161813192581430) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-14T18:11Z 269.5K followers, 20.7K engagements


"This looks like a decent contrarian indicator to me"  
[X Link](https://x.com/AndreasSteno/status/1979172435443216876) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-17T13:07Z 269.5K followers, 97.8K engagements


"No matter what your opinion on the topic is claiming that the ruling class wants remigration is probably the worst analysis Ive ever seen. Theyve done the exact opposite. Do you ever go outside"  
[X Link](https://x.com/AndreasSteno/status/1979470365333361062) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-18T08:51Z 269.5K followers, 52.9K engagements


"@Stockspy1 Actually both to some extent"  
[X Link](https://x.com/AndreasSteno/status/1979587852506698212) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-18T16:38Z 269.5K followers, XXX engagements


"Remember 2012-2013 when everyone ridiculed Meta (Facebook at the time) for not being able to monetize its many users We hear a lot of the same chatter about emerging tech not generating a lot of revenue now"  
[X Link](https://x.com/AndreasSteno/status/1979603872558747845) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-18T17:41Z 269.5K followers, 25.4K engagements


"The internet and smartphones created trillion dollar companies so will AI do. Many of them. Any views on Crypto in this context folks Is this chart fair"  
[X Link](https://x.com/AndreasSteno/status/1979609113706532911) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-18T18:02Z 269.5K followers, 27.6K engagements


"We are X% from all time high but reading X gives you the impression that we are amidst a fullblown crisis recession and war Remarkable"  
[X Link](https://x.com/AndreasSteno/status/1977028374637035731) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-11T15:07Z 269.5K followers, 104.8K engagements


"@vtchakarova It is a result of the US export curbs not the Chinese retaliation. Would be appropriate to tell people before you scare the hell out of them"  
[X Link](https://x.com/AndreasSteno/status/1977674355657318614) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-13T09:54Z 269.5K followers, 46.8K engagements


"Exactly what I suggested would happen for rare earths solar and other such things"  
[X Link](https://x.com/AndreasSteno/status/1978499087042277488) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-15T16:31Z 269.5K followers, 51.4K engagements


"Both economic- and earnings surprises are positive Hard to sell a market that is being surprised in that direction more or less daily"  
[X Link](https://x.com/AndreasSteno/status/1978816236357034251) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-16T13:32Z 269.5K followers, 18.9K engagements


"Today was nasty (also for my personal account)"  
[X Link](https://x.com/AndreasSteno/status/1978922040443686970) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-16T20:32Z 269.5K followers, 33.9K engagements


"A bit of data on a day like this Vix above XX and equities within X% of known all-time-high It happens all the time in major melt-ups (1999 2020 etc) It is a late cycle signal (happens within XX months from peak) but it would be odd if the first dot marked the peak"  
[X Link](https://x.com/AndreasSteno/status/1979156500095349082) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-17T12:04Z 269.5K followers, 85.4K engagements


"I think we will close in green territory today"  
[X Link](https://x.com/AndreasSteno/status/1979179251036270728) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-17T13:34Z 269.5K followers, 86.6K engagements


"Institutional investors: The retail crowd chases trends to oblivion Also institutional investors: soon XX% wrong on Pharma"  
[X Link](https://x.com/AndreasSteno/status/1979199868674388219) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-17T14:56Z 269.5K followers, 27.9K engagements


"All popular retail trades down while the boring market is recovering"  
[X Link](https://x.com/AndreasSteno/status/1979253631774855331) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-17T18:30Z 269.5K followers, 21.5K engagements


"I.e - if you get hundreds of millions of users you will find a way to monetize that"  
[X Link](https://x.com/AndreasSteno/status/1979606289144512532) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-18T17:51Z 269.5K followers, 14.5K engagements


"Really Less than XX hours after refusing Jews access to a match next week Pathetic"  
[X Link](https://x.com/AndreasSteno/status/1979843314280190269) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-19T09:33Z 269.5K followers, 61.8K engagements


"Copper chart looking great again"  
[X Link](https://x.com/AndreasSteno/status/1877057863224357099) [@AndreasSteno](/creator/x/AndreasSteno) 2025-01-08T18:20Z 269.4K followers, 16.9K engagements


"This is as far as I can see what Open AI intends on doing Those numbers are bizarre"  
[X Link](https://x.com/AndreasSteno/status/1975651546949165423) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-07T19:56Z 269.4K followers, 28.6K engagements


"It is amazing how bearish the sentiment can turn just based on one truth post"  
[X Link](https://x.com/AndreasSteno/status/1976709025094848599) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-10T17:58Z 269.4K followers, 36.1K engagements


"With the amount of leverage used in the Crypto it is actually not a bad idea to place some shameles limit bid orders waaaay below spot"  
[X Link](https://x.com/AndreasSteno/status/1976935956382163343) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-11T09:00Z 269.4K followers, 29.1K engagements


"Limit Up Monday or Black Monday"  
[X Link](https://x.com/AndreasSteno/status/1977390830106050929) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-12T15:08Z 269.4K followers, 71K engagements


"Judging from Equity Markets China is currently worse off than the US in this little stand-off"  
[X Link](https://x.com/AndreasSteno/status/1977982565236506914) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-14T06:19Z 269.4K followers, 27.9K engagements


"Appreciate that a Danish newspaper managed to dig up the old Draco Malfoy photo of me"  
[X Link](https://x.com/AndreasSteno/status/1978184443241083161) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-14T19:41Z 269.4K followers, 28.4K engagements


"In just the past few weeks the administration has taken strategic stakes in Lithium Americas and Trilogy Metals. Moves like these arent random theyre signals. One of the things weve done well this year is cynically (and accurately) anticipate these types of decisions. We already hold a few names in the portfolio that we think could be next in line for similar attention"  
[X Link](https://x.com/AndreasSteno/status/1975560014732353993) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-07T13:53Z 269.4K followers, 15.8K engagements


"Remember the outrage over no one wanting to buy USTs around Liberation Day Well 30-year Treasury yields are actually down a bit since Trump took office even as theyve trended higher in Japan Germany and the UK. Never count out the Treasury market"  
[X Link](https://x.com/AndreasSteno/status/1975646930685292645) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-07T19:38Z 269.4K followers, 16.2K engagements


"@SlickWillie227 We are X% off all time highs in a pod that was XXX% about the Equity market. Relax"  
[X Link](https://x.com/AndreasSteno/status/1979486396013269414) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-18T09:55Z 269.5K followers, XXX engagements


"@VivatLiquiditas @level941 I am XXX% OK with that :) . Just funny that he posts that he is annoyed of copy cats in a post where he is using my stuff"  
[X Link](https://x.com/AndreasSteno/status/1979618187374363062) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-18T18:38Z 269.4K followers, XXX engagements


"Any good theories out there Interesting observation from Jeff"  
[X Link](https://x.com/AndreasSteno/status/1976036919449616448) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-08T21:28Z 269.5K followers, 75.9K engagements


"I have to admit that the Chinese curbs are important (and potentially bearish). 1) For now they just ask for paperwork mostly 2) Deadline is X Dec And. they leave room for negotiations"  
[X Link](https://x.com/AndreasSteno/status/1976726343912964420) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-10T19:07Z 269.5K followers, 27K engagements


"@commonsenseplay You are aware how little they are worth relative to the dot.coms right"  
[X Link](https://x.com/AndreasSteno/status/1978139488137163084) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-14T16:43Z 269.5K followers, 2878 engagements


"Trumps strategy of taking stakes in strategically important companies is wild. Case in point: Trilogy Metals soared XXX% after the admin showed interest. Same story with Lithium Americas MP Materials etc. But no one seems to consider the other risk what happens if the political winds shift Everyones busy chasing the Trump premium but imagine Bernie or AOC running Treasury in a few years. Suddenly your America First board has a couple of socialists calling the shots. Thats not just political risk thats sitcom-level chaos"  
[X Link](https://x.com/AndreasSteno/status/1976384028841586725) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-09T20:27Z 269.5K followers, 59.8K engagements


"@RuizFornie I honestly almost dont think we have had anything wrong this year"  
[X Link](https://x.com/AndreasSteno/status/1976713055578079558) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-10T18:14Z 269.5K followers, 2917 engagements


"Even though I couldnt have named one to save my life just a few quarters ago I am now officially a rare earths expert"  
[X Link](https://x.com/AndreasSteno/status/1978038583823876358) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-14T10:02Z 269.5K followers, 30.7K engagements


"We are so back"  
[X Link](https://x.com/AndreasSteno/status/1978112093137027156) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-14T14:54Z 269.5K followers, 114.5K engagements


"We are so so so so back"  
[X Link](https://x.com/AndreasSteno/status/1978137042312659196) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-14T16:33Z 269.5K followers, 74.1K engagements


"We are probably still early in the rare earths melt up Full story over at @RealVision"  
[X Link](https://x.com/AndreasSteno/status/1978160961430139378) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-14T18:08Z 269.5K followers, 216.5K engagements


"Most interesting trend today is that financials and regionals are getting hammered with signs of stress in USD money markets - maybe the Fed will be involved earlier than they think on the QT ending stuff"  
[X Link](https://x.com/AndreasSteno/status/1978891811436294378) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-16T18:32Z 269.5K followers, 38.1K engagements


"I've never seen an administration that has so openly encouraged "degenerate" risk-taking so my assumption is that they'll do pretty much anything to keep things going"  
[X Link](https://x.com/AndreasSteno/status/1979132609046192361) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-17T10:29Z 269.5K followers, 32.2K engagements


"The Most Hated Rally Ever Only XX% of active equity managers have outperformed their benchmarks this year. Thats incredibly bad And honestly I get it. Were watching companies in the quantum space trade at $1520bn valuations while those same firms openly admit that were likely a decade away from real breakthroughs. But the mere probability of an exponential payoff has become enough to drive massive (retail) inflows. This isnt an earnings-driven market. Its a narrative-driven speed-driven reflexive one. Institutions running traditional bottom-up models are being left behind because theyre still"  
[X Link](https://x.com/AndreasSteno/status/1979532061175054626) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-18T12:56Z 269.5K followers, 44.5K engagements


"This is a highly political economy by now. Understanding the next steps of the Trump admin is key as an investor"  
[X Link](https://x.com/AndreasSteno/status/1975559160008990789) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-07T13:49Z 269.5K followers, 42.4K engagements


"It is practically XXX% impossible to enforce the rare earth notice globally. First since they have no jurisdiction Second the XXX% content threshold is impossible to trace China can of course refuse to export but that is the true weapon. Not this bureaucratic BS"  
[X Link](https://x.com/AndreasSteno/status/1976715331906183624) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-10T18:23Z 269.5K followers, 30.8K engagements


"Who is the best rare earth guy to bring on camera for an interview Please tag below"  
[X Link](https://x.com/AndreasSteno/status/1977102764028445145) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-11T20:03Z 269.5K followers, 41K engagements


"We are so back 🚀"  
[X Link](https://x.com/AndreasSteno/status/1977422944595767641) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-12T17:15Z 269.5K followers, 224.4K engagements


"Fwiw I think what happened on Friday is an issue for the alt-season hopes I am bullish on the macro backdrop as you know but credibility is getting eroded in that space"  
[X Link](https://x.com/AndreasSteno/status/1977435562593112327) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-12T18:05Z 269.5K followers, 40.9K engagements


"This is the most erratic trading week in a long while"  
[X Link](https://x.com/AndreasSteno/status/1978865386549338223) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-16T16:47Z 269.5K followers, 33.9K engagements


"The Fed will probably get involved on the liquidity side sooner than they think (no not a QE program)"  
[X Link](https://x.com/AndreasSteno/status/1979099686435770582) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-17T08:18Z 269.5K followers, 56.4K engagements


"@Councillorsuzie It is interesting that green parties have been hijacked by these types in most countries in Europe. Do you think that guy gives a shit about the climate"  
[X Link](https://x.com/AndreasSteno/status/1979476075446255717) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-18T09:14Z 269.5K followers, 11.1K engagements


"I sincerely think that this is the most hated rally of all time as everyone trying to do fundamental analysis have been left behind and have underperformed substantially as they are very focused on earnings which essentially lag. Weird times"  
[X Link](https://x.com/AndreasSteno/status/1979528045011882025) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-18T12:40Z 269.5K followers, 25.5K engagements


"@rpapaposts I think you misunderstand my point. As a rational investor you completely lose understanding on why things move up and down if you do not track these things"  
[X Link](https://x.com/AndreasSteno/status/1979539270668075417) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-18T13:25Z 269.5K followers, XXX engagements


"Here with 10m users as year X - looks even more crazy"  
[X Link](https://x.com/AndreasSteno/status/1979618335789908036) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-18T18:39Z 269.5K followers, 14.2K engagements


"@decoding_things That is obviously a disgrace as well"  
[X Link](https://x.com/AndreasSteno/status/1979847377667399777) [@AndreasSteno](/creator/x/AndreasSteno) 2025-10-19T09:49Z 269.5K followers, 5707 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.]

@AndreasSteno Avatar @AndreasSteno Andreas Steno Larsen

Andreas Steno Larsen posts on X about fed, china, qe, oblivion the most. They currently have XXXXXXX followers and 2800 posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXXXX -XXXX%
  • X Month XXXXXXXXX +264%
  • X Months XXXXXXXXXX -XX%
  • X Year XXXXXXXXXX +42%

Mentions: XX #

Mentions Line Chart

  • X Week XX +8.30%
  • X Month XXX +75%
  • X Months XXX -XX%
  • X Year XXXXX +34%

Followers: XXXXXXX #

Followers Line Chart

  • X Week XXXXXXX +0.43%
  • X Month XXXXXXX +1.20%
  • X Months XXXXXXX +5.90%
  • X Year XXXXXXX +14%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance countries technology brands cryptocurrencies social networks currencies

Social topic influence fed #465, china, qe #60, oblivion #113, sentiment #682, bearish, stakes, balance sheet, adoption, euphoric

Top assets mentioned Bitcoin (BTC) MP Materials Corp. (MP)

Top Social Posts #


Top posts by engagements in the last XX hours

"Sorry to all of the pumpers out there. Even if QT ends in Dec QE is not up next. There is a LONG way for the Fed to admit to a larger balance sheet again and it is not even necessary"
X Link @AndreasSteno 2025-10-14T19:40Z 269.5K followers, 40.2K engagements

"The days when you could sit and wait for earnings data are pretty much over. In a world of extremely fast-paced adoption such trends in earnings have been speculated into oblivion before realizing"
X Link @AndreasSteno 2025-10-18T12:45Z 269.5K followers, 13.1K engagements

"The Most Hated Rally I went through most of the sentiment indicators CFTC AAII Fear & Greed etc. Interestingly were far from euphoric sentiment which honestly surprised me. Positioning remains neutral to slightly bearish. Higher. Much higher"
X Link @AndreasSteno 2025-10-08T15:15Z 269.5K followers, 84.4K engagements

"From my big sectorial study on Rare Earths dropping one of the coming days at @RealVision - must read "In essence investing in Western rare earths remains a bet on politics not geology. Its a leveraged play on whether Western democracies are willing to pay the true cost of security of supply not only in subsidies and infrastructure but in accepting that the green transition the AI arms race and national security wont come cheap or clean. I think were getting there but we would never have gotten there without Donald Trump.""
X Link @AndreasSteno 2025-10-13T21:58Z 269.5K followers, 116.4K engagements

"Also big news that private market companies are rebounding today"
X Link @AndreasSteno 2025-10-14T18:11Z 269.5K followers, 20.7K engagements

"This looks like a decent contrarian indicator to me"
X Link @AndreasSteno 2025-10-17T13:07Z 269.5K followers, 97.8K engagements

"No matter what your opinion on the topic is claiming that the ruling class wants remigration is probably the worst analysis Ive ever seen. Theyve done the exact opposite. Do you ever go outside"
X Link @AndreasSteno 2025-10-18T08:51Z 269.5K followers, 52.9K engagements

"@Stockspy1 Actually both to some extent"
X Link @AndreasSteno 2025-10-18T16:38Z 269.5K followers, XXX engagements

"Remember 2012-2013 when everyone ridiculed Meta (Facebook at the time) for not being able to monetize its many users We hear a lot of the same chatter about emerging tech not generating a lot of revenue now"
X Link @AndreasSteno 2025-10-18T17:41Z 269.5K followers, 25.4K engagements

"The internet and smartphones created trillion dollar companies so will AI do. Many of them. Any views on Crypto in this context folks Is this chart fair"
X Link @AndreasSteno 2025-10-18T18:02Z 269.5K followers, 27.6K engagements

"We are X% from all time high but reading X gives you the impression that we are amidst a fullblown crisis recession and war Remarkable"
X Link @AndreasSteno 2025-10-11T15:07Z 269.5K followers, 104.8K engagements

"@vtchakarova It is a result of the US export curbs not the Chinese retaliation. Would be appropriate to tell people before you scare the hell out of them"
X Link @AndreasSteno 2025-10-13T09:54Z 269.5K followers, 46.8K engagements

"Exactly what I suggested would happen for rare earths solar and other such things"
X Link @AndreasSteno 2025-10-15T16:31Z 269.5K followers, 51.4K engagements

"Both economic- and earnings surprises are positive Hard to sell a market that is being surprised in that direction more or less daily"
X Link @AndreasSteno 2025-10-16T13:32Z 269.5K followers, 18.9K engagements

"Today was nasty (also for my personal account)"
X Link @AndreasSteno 2025-10-16T20:32Z 269.5K followers, 33.9K engagements

"A bit of data on a day like this Vix above XX and equities within X% of known all-time-high It happens all the time in major melt-ups (1999 2020 etc) It is a late cycle signal (happens within XX months from peak) but it would be odd if the first dot marked the peak"
X Link @AndreasSteno 2025-10-17T12:04Z 269.5K followers, 85.4K engagements

"I think we will close in green territory today"
X Link @AndreasSteno 2025-10-17T13:34Z 269.5K followers, 86.6K engagements

"Institutional investors: The retail crowd chases trends to oblivion Also institutional investors: soon XX% wrong on Pharma"
X Link @AndreasSteno 2025-10-17T14:56Z 269.5K followers, 27.9K engagements

"All popular retail trades down while the boring market is recovering"
X Link @AndreasSteno 2025-10-17T18:30Z 269.5K followers, 21.5K engagements

"I.e - if you get hundreds of millions of users you will find a way to monetize that"
X Link @AndreasSteno 2025-10-18T17:51Z 269.5K followers, 14.5K engagements

"Really Less than XX hours after refusing Jews access to a match next week Pathetic"
X Link @AndreasSteno 2025-10-19T09:33Z 269.5K followers, 61.8K engagements

"Copper chart looking great again"
X Link @AndreasSteno 2025-01-08T18:20Z 269.4K followers, 16.9K engagements

"This is as far as I can see what Open AI intends on doing Those numbers are bizarre"
X Link @AndreasSteno 2025-10-07T19:56Z 269.4K followers, 28.6K engagements

"It is amazing how bearish the sentiment can turn just based on one truth post"
X Link @AndreasSteno 2025-10-10T17:58Z 269.4K followers, 36.1K engagements

"With the amount of leverage used in the Crypto it is actually not a bad idea to place some shameles limit bid orders waaaay below spot"
X Link @AndreasSteno 2025-10-11T09:00Z 269.4K followers, 29.1K engagements

"Limit Up Monday or Black Monday"
X Link @AndreasSteno 2025-10-12T15:08Z 269.4K followers, 71K engagements

"Judging from Equity Markets China is currently worse off than the US in this little stand-off"
X Link @AndreasSteno 2025-10-14T06:19Z 269.4K followers, 27.9K engagements

"Appreciate that a Danish newspaper managed to dig up the old Draco Malfoy photo of me"
X Link @AndreasSteno 2025-10-14T19:41Z 269.4K followers, 28.4K engagements

"In just the past few weeks the administration has taken strategic stakes in Lithium Americas and Trilogy Metals. Moves like these arent random theyre signals. One of the things weve done well this year is cynically (and accurately) anticipate these types of decisions. We already hold a few names in the portfolio that we think could be next in line for similar attention"
X Link @AndreasSteno 2025-10-07T13:53Z 269.4K followers, 15.8K engagements

"Remember the outrage over no one wanting to buy USTs around Liberation Day Well 30-year Treasury yields are actually down a bit since Trump took office even as theyve trended higher in Japan Germany and the UK. Never count out the Treasury market"
X Link @AndreasSteno 2025-10-07T19:38Z 269.4K followers, 16.2K engagements

"@SlickWillie227 We are X% off all time highs in a pod that was XXX% about the Equity market. Relax"
X Link @AndreasSteno 2025-10-18T09:55Z 269.5K followers, XXX engagements

"@VivatLiquiditas @level941 I am XXX% OK with that :) . Just funny that he posts that he is annoyed of copy cats in a post where he is using my stuff"
X Link @AndreasSteno 2025-10-18T18:38Z 269.4K followers, XXX engagements

"Any good theories out there Interesting observation from Jeff"
X Link @AndreasSteno 2025-10-08T21:28Z 269.5K followers, 75.9K engagements

"I have to admit that the Chinese curbs are important (and potentially bearish). 1) For now they just ask for paperwork mostly 2) Deadline is X Dec And. they leave room for negotiations"
X Link @AndreasSteno 2025-10-10T19:07Z 269.5K followers, 27K engagements

"@commonsenseplay You are aware how little they are worth relative to the dot.coms right"
X Link @AndreasSteno 2025-10-14T16:43Z 269.5K followers, 2878 engagements

"Trumps strategy of taking stakes in strategically important companies is wild. Case in point: Trilogy Metals soared XXX% after the admin showed interest. Same story with Lithium Americas MP Materials etc. But no one seems to consider the other risk what happens if the political winds shift Everyones busy chasing the Trump premium but imagine Bernie or AOC running Treasury in a few years. Suddenly your America First board has a couple of socialists calling the shots. Thats not just political risk thats sitcom-level chaos"
X Link @AndreasSteno 2025-10-09T20:27Z 269.5K followers, 59.8K engagements

"@RuizFornie I honestly almost dont think we have had anything wrong this year"
X Link @AndreasSteno 2025-10-10T18:14Z 269.5K followers, 2917 engagements

"Even though I couldnt have named one to save my life just a few quarters ago I am now officially a rare earths expert"
X Link @AndreasSteno 2025-10-14T10:02Z 269.5K followers, 30.7K engagements

"We are so back"
X Link @AndreasSteno 2025-10-14T14:54Z 269.5K followers, 114.5K engagements

"We are so so so so back"
X Link @AndreasSteno 2025-10-14T16:33Z 269.5K followers, 74.1K engagements

"We are probably still early in the rare earths melt up Full story over at @RealVision"
X Link @AndreasSteno 2025-10-14T18:08Z 269.5K followers, 216.5K engagements

"Most interesting trend today is that financials and regionals are getting hammered with signs of stress in USD money markets - maybe the Fed will be involved earlier than they think on the QT ending stuff"
X Link @AndreasSteno 2025-10-16T18:32Z 269.5K followers, 38.1K engagements

"I've never seen an administration that has so openly encouraged "degenerate" risk-taking so my assumption is that they'll do pretty much anything to keep things going"
X Link @AndreasSteno 2025-10-17T10:29Z 269.5K followers, 32.2K engagements

"The Most Hated Rally Ever Only XX% of active equity managers have outperformed their benchmarks this year. Thats incredibly bad And honestly I get it. Were watching companies in the quantum space trade at $1520bn valuations while those same firms openly admit that were likely a decade away from real breakthroughs. But the mere probability of an exponential payoff has become enough to drive massive (retail) inflows. This isnt an earnings-driven market. Its a narrative-driven speed-driven reflexive one. Institutions running traditional bottom-up models are being left behind because theyre still"
X Link @AndreasSteno 2025-10-18T12:56Z 269.5K followers, 44.5K engagements

"This is a highly political economy by now. Understanding the next steps of the Trump admin is key as an investor"
X Link @AndreasSteno 2025-10-07T13:49Z 269.5K followers, 42.4K engagements

"It is practically XXX% impossible to enforce the rare earth notice globally. First since they have no jurisdiction Second the XXX% content threshold is impossible to trace China can of course refuse to export but that is the true weapon. Not this bureaucratic BS"
X Link @AndreasSteno 2025-10-10T18:23Z 269.5K followers, 30.8K engagements

"Who is the best rare earth guy to bring on camera for an interview Please tag below"
X Link @AndreasSteno 2025-10-11T20:03Z 269.5K followers, 41K engagements

"We are so back 🚀"
X Link @AndreasSteno 2025-10-12T17:15Z 269.5K followers, 224.4K engagements

"Fwiw I think what happened on Friday is an issue for the alt-season hopes I am bullish on the macro backdrop as you know but credibility is getting eroded in that space"
X Link @AndreasSteno 2025-10-12T18:05Z 269.5K followers, 40.9K engagements

"This is the most erratic trading week in a long while"
X Link @AndreasSteno 2025-10-16T16:47Z 269.5K followers, 33.9K engagements

"The Fed will probably get involved on the liquidity side sooner than they think (no not a QE program)"
X Link @AndreasSteno 2025-10-17T08:18Z 269.5K followers, 56.4K engagements

"@Councillorsuzie It is interesting that green parties have been hijacked by these types in most countries in Europe. Do you think that guy gives a shit about the climate"
X Link @AndreasSteno 2025-10-18T09:14Z 269.5K followers, 11.1K engagements

"I sincerely think that this is the most hated rally of all time as everyone trying to do fundamental analysis have been left behind and have underperformed substantially as they are very focused on earnings which essentially lag. Weird times"
X Link @AndreasSteno 2025-10-18T12:40Z 269.5K followers, 25.5K engagements

"@rpapaposts I think you misunderstand my point. As a rational investor you completely lose understanding on why things move up and down if you do not track these things"
X Link @AndreasSteno 2025-10-18T13:25Z 269.5K followers, XXX engagements

"Here with 10m users as year X - looks even more crazy"
X Link @AndreasSteno 2025-10-18T18:39Z 269.5K followers, 14.2K engagements

"@decoding_things That is obviously a disgrace as well"
X Link @AndreasSteno 2025-10-19T09:49Z 269.5K followers, 5707 engagements

creator/x::AndreasSteno
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