# ![@CaktusJaxk1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1730565937831538688.png) @CaktusJaxk1 Caktus Jaxk🌵

Caktus Jaxk🌵 posts on X about ai, tariffs, gold, crypto the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1730565937831538688/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1730565937831538688/c:line/m:interactions.svg)

- [--] Week [-----] +87%
- [--] Month [------] +3.50%
- [--] Months [-------] +43%
- [--] Year [-------] +2,120%

### Mentions: [--] [#](/creator/twitter::1730565937831538688/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1730565937831538688/c:line/m:posts_active.svg)

- [--] Week [--] +50%
- [--] Month [---] +82%
- [--] Months [---] +435%
- [--] Year [---] +673%

### Followers: [---] [#](/creator/twitter::1730565937831538688/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1730565937831538688/c:line/m:followers.svg)

- [--] Week [---] +1.80%
- [--] Month [---] +19%
- [--] Months [---] +218%
- [--] Year [---] +967%

### CreatorRank: [---------] [#](/creator/twitter::1730565937831538688/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1730565937831538688/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  58% [stocks](/list/stocks)  42% [technology brands](/list/technology-brands)  21% [countries](/list/countries)  20% [cryptocurrencies](/list/cryptocurrencies)  17% [exchanges](/list/exchanges)  8% [financial services](/list/financial-services)  3% [currencies](/list/currencies)  2% [automotive brands](/list/automotive-brands)  2% [travel destinations](/list/travel-destinations)  2%

**Social topic influence**
[ai](/topic/ai) 20%, [tariffs](/topic/tariffs) 9%, [gold](/topic/gold) 8%, [crypto](/topic/crypto) 8%, [greenland](/topic/greenland) 7%, [china](/topic/china) 6%, [core](/topic/core) 6%, [nasdaq](/topic/nasdaq) #1953, [prediction markets](/topic/prediction-markets) 5%, [$nflx](/topic/$nflx) 5%

**Top accounts mentioned or mentioned by**
[@amitisinvesting](/creator/undefined) [@scello326](/creator/undefined) [@elmerthoughts](/creator/undefined) [@stockmktnewz](/creator/undefined) [@thecarthago](/creator/undefined) [@972mag](/creator/undefined) [@jvplive](/creator/undefined) [@awakenwithjp](/creator/undefined) [@geigercapital](/creator/undefined) [@wwe](/creator/undefined) [@tripleh](/creator/undefined) [@natbynature](/creator/undefined) [@netflix](/creator/undefined)

**Top assets mentioned**
[Netflix Inc (NFLX)](/topic/$nflx) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Advanced Micro Devices (AMD)](/topic/$amd) [Ares Management, Corp. (ARES)](/topic/$ares) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Doximity, Inc. (DOCS)](/topic/$docs) [Validity (VAL)](/topic/$val) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Microsoft Corp. (MSFT)](/topic/microsoft) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Evommune, Inc. (EVMN)](/topic/$evmn) [European Wax Center, Inc. (EWCZ)](/topic/$ewcz) [Unifirst Corp (UNF)](/topic/$unf) [American Electric Power Company Inc (AEP)](/topic/$aep) [GammaSwap (GS)](/topic/$gs) [DIA (DIA)](/topic/$dia) [Taiwan Semiconductor (TSM)](/topic/$tsm) [KLA Corp (KLAC)](/topic/$klac) [NVIDIA Corp. (NVDA)](/topic/$nvda) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Bitcoin (BTC)](/topic/bitcoin) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [MP Materials Corp. (MP)](/topic/$mp) [Capital One Financial Corp. (COF)](/topic/$cof) [Fortinet Inc (FTNT)](/topic/$ftnt) [Bostrom (BOOT)](/topic/$boot) [Barrick Gold Corp. (GOLD)](/topic/$gold) [IDEX Corporation (IEX)](/topic/$iex) [Envista Holdings Corporation Common stock, $0.01 par value per share (NVST)](/topic/$nvst) [ELYSIA (EL)](/topic/$el) [Kyndryl Holdings, Inc. (KD)](/topic/$kd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Market Price Target Updates 2/6 🐂 UPGRADES $AMKBY Kepler Reduce Hold $ARES Deutsche Bank Hold Buy; PT $155 (from $182) $BOOT Stephens Equal-Weight Overweight; PT $237 (from $196) $DOCS JPMorgan Underweight Neutral; PT $40 (from $62) $EL Citi Neutral Buy; PT $120 $GOLD Northland Market Perform Outperform $IEX Argus Hold Buy; PT $240 $NVST Leerink Market Perform Outperform; PT $35 $NVST William Blair Outperform $RBLX Freedom Capital Hold Buy; PT $85 $RAL Vertical Research Hold Buy; PT $45 $ROKU Oppenheimer Perform Outperform; PT $105 $SNAP Stifel Sell Hold; PT $5.50 $VST Goldman Sachs Neutral"  
[X Link](https://x.com/CaktusJaxk1/status/2019769393526227140)  2026-02-06T13:45Z [---] followers, [---] engagements


"Feb [--] [----] - Market Open - Now LIVE 👇 Index futures S&P futures: +39.50 pts (+0.58% DoD) Nasdaq futures: +174.25 pts (+0.71% DoD) Macro tape Gold: +$47 (+0.97%) WTI crude: -$0.12 (-0.19%) BTC: +$3705 (+5.81%) Rates / USD 2Y: [---] bp to 3.48% 10Y: [---] bp to 4.20% DXY: flat [-----] Todays calendar (ET) 10:00am: Univ. of Michigan Consumer Sentiment (prelim Feb) 12:00pm: Fed Gov. Jefferson (FOMC voter) 3:00pm: Consumer Credit (Dec) Premarket movers (earnings guidance and tape drivers) $DAVE +17% to +18% Preliminary Q4 revenue above consensus; growth narrative driving the move. $BILL +12% to +15%"  
[X Link](https://x.com/CaktusJaxk1/status/2019771507660967999)  2026-02-06T13:53Z [---] followers, [---] engagements


"Todays tape is split between deal/space headlines + analyst upgrades on the upside and earnings + guidance resets on the downside. The biggest real signal movers here are $VAL (M&A) and $KD (earnings/guidance + exec change)everything else is second-order unless follow-through confirms it at the open. https://www.youtube.com/live/8J0oTlP0OzAsi=WFA_eUIARRhoNkk5 https://www.youtube.com/live/8J0oTlP0OzAsi=WFA_eUIARRhoNkk5"  
[X Link](https://x.com/CaktusJaxk1/status/2020859535133425682)  2026-02-09T13:57Z [---] followers, [---] engagements


"*TRUMP: WILL ANNOUNCE FED PICK TOMORROW MORNING *TRUMP HAS NARROWED FED CHAIR PICK TO WARSH AND RIEDER LEANS TOWARDS WARSH *TRUMP RULES OUT KEVIN HASSETT *TRUMP MEETS BOTH WARSH AND RIEDER AT WHITEHOUSE TODAY Donald Trump said he would announce his pick for a nominee for Federal Reserve chair on Friday morning https://t.co/N24EKxCG9C Donald Trump said he would announce his pick for a nominee for Federal Reserve chair on Friday morning https://t.co/N24EKxCG9C"  
[X Link](https://x.com/CaktusJaxk1/status/2017032048469233875)  2026-01-30T00:28Z [---] followers, [---] engagements


"Market open stream come watch the tape LIVE. 📉📈Receipt: Futures green (SPX +0.3% NQ +0.6% pre-open vibe) Big split tape: winners = earnings + guidance losers = guidance / dilution / beat wasnt enough. 🧠 Watching at the open: TER / WWD / PLTR do they hold gains after the first [---] min sell pressure PYPL does it flush then base or keep bleeding on guidance + leadership headline Rare-earth / critical metals (USAR/CRML/UAMY/UUUU) real trend or premarket mirage https://twitter.com/i/web/status/2018692831066415217 https://twitter.com/i/web/status/2018692831066415217"  
[X Link](https://x.com/CaktusJaxk1/status/2018692831066415217)  2026-02-03T14:27Z [---] followers, [---] engagements


"*TRUMP: IRAN SUPREME LEADER SHOULD BE VERY WORRIED NOW NOT MUCH DOUBT RATES WILL BE LOWERED HE THINKS WARSH UNDERSTANDS HE WANTS LOWER RATES WOULD NOT HAVE GOTTEN JOB HAD HE SAID HE WANTED TO RAISE RATES - NBC INTERVIEW"  
[X Link](https://x.com/CaktusJaxk1/status/2019125738658730457)  2026-02-04T19:07Z [---] followers, [---] engagements


"CME Group might launch its own token 🔹 Runs on a decentralized network. Theyre working with Google 🔹 Making tokenized cash that comes out later this year. 🔹 24/7 crypto futures trading + new futures for Cardano Chainlink and Stellar. https://twitter.com/i/web/status/2019130466960367855 https://twitter.com/i/web/status/2019130466960367855"  
[X Link](https://x.com/CaktusJaxk1/status/2019130466960367855)  2026-02-04T19:26Z [---] followers, [---] engagements


"@StockMKTNewz End of an era explains a lot 😞"  
[X Link](https://x.com/CaktusJaxk1/status/2019445070735286550)  2026-02-05T16:16Z [---] followers, [---] engagements


"*S&P [---] CLOSES DOWN 1.2% NASDAQ FALLS 1.6% *In the past [--] hours [------] traders were liquidated. the total liquidations comes in at $2.05B The largest single liquidation order happened on Binance-BTC $12.02M"  
[X Link](https://x.com/CaktusJaxk1/status/2019516777953144874)  2026-02-05T21:01Z [---] followers, [---] engagements


"@SCello326 @TheCarthago @972mag @jvplive Its in the article. They were flown to Tel Aviv and they were handed to Israeli authorities"  
[X Link](https://x.com/CaktusJaxk1/status/2019745826017263814)  2026-02-06T12:11Z [---] followers, [--] engagements


"PreMarket Currently Right Now 2/6 $AAPL -0.3%: Reportedly scaling back plans for an AI-based virtual health coach (health/fitness AI initiative). $AMZN -7.5%: Profit miss + investor anxiety over sharply higher CapEx tied to an aggressive AI infrastructure build-out. $AVGO +3%: Up with the AI / semiconductor infrastructure complex this morning (risk-on rebound inside big-cap tech). $BE +15%: EPS + revenue beat with a strong outlook (power/energy narrative catching bids). $COTY -11%: EPS light withdrew FY26 guidance warned next quarter weaker amid leadership transition + tougher beauty"  
[X Link](https://x.com/CaktusJaxk1/status/2019758206377963792)  2026-02-06T13:00Z [---] followers, [---] engagements


"💡 AI capex fear is punishing the spend now profit later names (hello $AMZN) while earnings + guidance clarity is getting paid (software/consumer platforms + select industrial/healthcare beats). The 10am Michigan print is the first real macro mood catalyst on deck. Join the stream 👇 https://www.youtube.com/live/uLODthkFCDMsi=d4E9qlmBVZFOLDtU https://www.youtube.com/live/uLODthkFCDMsi=d4E9qlmBVZFOLDtU"  
[X Link](https://x.com/CaktusJaxk1/status/2019771697658737109)  2026-02-06T13:54Z [---] followers, [---] engagements


"Join the Market Open LIVE🗣 Premarket Currently Right Now Feb [--] 🐂 $VAL +21% Valaris to be acquired by Transocean in a $5.8B all-stock deal $MNTS +20% Momentus + NASA partnership to advance in-orbit servicing and space operations $TGNA +8.8% Media merger chatter: Trump backs contested deal involving Nexstar $OFRM +7.8% Strength continues post-IPO / fresh-public-name momentum $STM +7.7% Expanding partnership with AWS around cloud + AI data center initiatives $KR +7.4% Reaffirms FY25 outlook; names ex-Walmart U.S. head Greg Foran as CEO $XTIA +5.6% Up on guidance / forward outlook update $NVO"  
[X Link](https://x.com/CaktusJaxk1/status/2020859456494391685)  2026-02-09T13:56Z [---] followers, [---] engagements


"2026 Semiconductor Market: Memory Dominance Market Sizes: Memory hits record $551.6B; Foundry at $218.7B (less than half). [--] Gap widens 2x+. AI Shift: From training to inference; needs fast high-capacity DRAM/SSDs. NVIDIA platforms boost QLC SSDs. Buyers: CSPs dominate prioritize supply price steeper hikes. Foundry Limits: 70-80% legacy processes; only 20-30% advanced. Oligopoly stable pricing. Memory Edge: Standardized high output per capex. Shortages empower suppliers for ASP surges. Price Outlook: DRAM 70% up; NAND 38-60% Q1 rise. AI supercycle sustains. [--] [--] 2027: $842.7B memory peak. 8"  
[X Link](https://x.com/CaktusJaxk1/status/2020861454425940068)  2026-02-09T14:04Z [---] followers, [---] engagements


"XAI burned over $1 billion monthly last fall. Apollo is nearing a $3.4 billion lending deal for Nvidia chips leased to xAI"  
[X Link](https://x.com/CaktusJaxk1/status/2020862172507611158)  2026-02-09T14:07Z [---] followers, [---] engagements


"Content is about to amaze people on a regular. This is ByteDance Seedance [---] Shesh ByteDance released Seedance [---] its latest video-generating model. According to feedback from the tech community this model has outperformed OpenAI's Sora and Kuaishou's Kling in terms of camera movement and consistency. #CHINA #TECH #AI #BYTEDANCE $LLM #Kuaishou https://t.co/zh4ZrLXeUq ByteDance released Seedance [---] its latest video-generating model. According to feedback from the tech community this model has outperformed OpenAI's Sora and Kuaishou's Kling in terms of camera movement and consistency. #CHINA"  
[X Link](https://x.com/CaktusJaxk1/status/2020865788190564418)  2026-02-09T14:22Z [---] followers, [---] engagements


"Big Tech is going **ALL-IN** on AI spending in [--] The players: - Amazon: planning $200 **billion** on AI stuff (data centers chips etc.) - Google: $175185 **billion** - Meta: also huge numbers Combined these three alone could burn through **almost all** their free cash flow. Like spending 1020% **more** than they even make in operating cash. Whole industry (add Microsoft + Oracle): **$650700 billion** total AI capex. Thats insane money. What happens next - Less stock buybacks (Metas program might get paused) - Maybe no dividends - Or theyll just borrow more money (issue debt) Investors are"  
[X Link](https://x.com/CaktusJaxk1/status/2020951007434322052)  2026-02-09T20:00Z [---] followers, [---] engagements


"Crypto Legislation UPDATE Banks vs. Crypto: The Yield Stablecoin War Just Hit the Federal Reserve Current Fight: - Crypto firms (Circle Coinbase) want yield-bearing stablecoins (pay interest) + skinny Fed master accounts (limited direct Fed access). - Goal: Compete with banks cut reliance on them. - Banks oppose: Risks deposits fleeing fraud unfair regulation. Recent Comments (closed Feb 7): - [--] submissions: Crypto side supports (pro-innovation) banks/advocates against (safety risks). Next Up: - Today (Feb 9): Fed Gov. Waller spoke on digital assets. Said Bitcoin has pulled back before and"  
[X Link](https://x.com/CaktusJaxk1/status/2020955331355193707)  2026-02-09T20:17Z [---] followers, [---] engagements


"Join the Market Close LIVE 👇 Invesco QQQ Trust +0.86%. SPDR S&P [---] ETF Trust +0.56%. SPDR Dow Jones Industrial Average ETF Trust +0.41%. iShares Russell [----] ETF +0.36%. Volatility hedges soft: ProShares VIX Short-Term Futures ETF -1.13%. What moved the market since the open AI trade is getting weird. Software has been volatile with investors debating whether AI tools disrupt legacy SaaS economics. Rotation chatter stays loud: tech vs cyclicals/value positioning is still a theme. Todays biggest winners 🐂 Valaris (VAL) +33.8%. Headline driver: M&A deal tape (your note: Transocean"  
[X Link](https://x.com/CaktusJaxk1/status/2020964265608478997)  2026-02-09T20:53Z [---] followers, [---] engagements


"I suppose it wasnt included because that claim isnt true. Multiple sources point to that being false. When Juan Miguel came to the U.S. in April [----] he had opportunities to defect but returned to Cuba with Elin consistent with his stated wishes. No reputable sources confirm the father initially planned or supported defection; searches for such evidence yield only exile community speculation from the era not verified facts. These sources (from court records government memos and mainstream reporting) collectively show the claim was not accepted as factual by decision-makers and has not been"  
[X Link](https://x.com/CaktusJaxk1/status/2020972980050731128)  2026-02-09T21:28Z [---] followers, [---] engagements


"Housing for the 21st Century Act (H.R. 6644) House passed it 390-9 (super bipartisan) 🏠 **What it does** (core stuff): - Cuts regs/red tape faster permits easier environmental reviews pre-approved home designs. - Modernizes old HUD programs (HOME CDBG rural) more flexibility grants for locals to plan/build quicker. - Boosts financing better loans for manufactured homes multifamily community banks. - Goal: Build way more homes to fix 4M unit shortage. **How long**: - Next: Merge with Senate's similar bill (ROAD to Housing) via negotiations. - Law Months if fast (2026 possible) or drags"  
[X Link](https://x.com/CaktusJaxk1/status/2021023858828955702)  2026-02-10T00:50Z [---] followers, [---] engagements


"🛍 Retail Sales Glitch. Everyone wants a collapse. The receipt says flat. Rotation (Autos -0.2% Furniture -0.9% Nonstore +0.1%) This screams: people are picky and shifting spend not everyones rich and splurging. Big-ticket stuff (like furniture) soft = pressure on discretionary budgets. 🧾 Receipt Dec retail + food: 0.0% m/m. Still +2.4% y/y. 🧠 Translation Consumer isnt dead. But its rotating hard. 🎯 Watch Weak spots = big ticket stuff. Strength = needs + online. ⚠ Caution If y/y turns negative fast thesis dies. 🗳 Whats next A) Soft landing stays alive. B) Delayed hit is coming. 🔎"  
[X Link](https://x.com/CaktusJaxk1/status/2021224075247456711)  2026-02-10T14:05Z [---] followers, [---] engagements


"Biotech: $EVMN $PHIO $NKTR. Earnings momentum: $DDOG $SPOT $RACE. Deal/rumor: $EWCZ $CCO $UNF https://www.youtube.com/live/45qklSnmhpUsi=JKRBpIlLevSWmgHP https://www.youtube.com/live/45qklSnmhpUsi=JKRBpIlLevSWmgHP"  
[X Link](https://x.com/CaktusJaxk1/status/2021229061297611032)  2026-02-10T14:25Z [---] followers, [---] engagements


"$RKLB +2.70% Reason: Rocket Lab was upgraded to "Overweight" from "Equal-Weight" by Morgan Stanley with a price target raised to $105. $AMD +2.55% Reason: The White House announced a "phase one" action involving 25% tariffs on semiconductors. $ALAB +2.5% Reason: Astera Labs had its price target raised to $165 by Barclays. $FIGR +2.5% Reason: Figure Technology saw its price target raised to $64 with an "Outperform" rating maintained by Mizuho. $GRAB +2.5% Reason: Grab Holdings was upgraded to "Buy" by HSBC with a price target set at $6.20. $LITE +2.05% Reason: Lumentum Holdings is maintained"  
[X Link](https://x.com/CaktusJaxk1/status/2012162115054739847)  2026-01-16T13:56Z [---] followers, [---] engagements


"📰 PreMarket Currently Right Now Feb [--] 📌 Deal of the morning: Texas Instruments buying Silicon Laboratories for $231/share cash SLAB explodes TXN dips on buyer-pays risk. ☀ Solar rips: Enphase Energy pops hard on earnings/guidance. 🖥 AI infra still gets paid: Super Micro Computer up big on earnings + AI demand narrative. 💀 Guidance crimes get punished: Intapp and Varonis Systems both get smoked on outlook despite some not-terrible line items. 🍟 Consumer/restaurant nerves: Chipotle Mexican Grill down on outlook skepticism. 🧩 Semi split: Advanced Micro Devices dumps on outlook (even if the"  
[X Link](https://x.com/CaktusJaxk1/status/2019055843791065393)  2026-02-04T14:30Z [---] followers, [---] engagements


"New Targets New Narratives 2/9 UPGRADES 🐂 $ALGN: Buy at HSBC; PT $200 (from $150) $ARES: Strong Buy at Raymond James; PT $157 $DOCS: Buy at Canaccord Genuity; PT $34 $GPRE: Overweight at Stephens; PT $17 $HOOD: Outperform at Wolfe; PT $125 $LMRI: Strong Buy at Raymond James; PT $23 $MDT: Buy at Needham; PT $121 $ORCL: Buy at DA Davidson; PT $180 $PKOH: Overweight at KeyBanc; PT $37 $RBLX: Buy at Roth/MKM; PT $84 (from $78) $SOFI: Market Outperform at Citizens; PT $30 $STLA: Peer Perform at Wolfe $TKR: Overweight at KeyBanc; PT $130 $TPG: Market Outperform at Citizens; PT $75 $VTRS: Buy at"  
[X Link](https://x.com/CaktusJaxk1/status/2020856307247370750)  2026-02-09T13:44Z [---] followers, [---] engagements


"MARKET OPEN LIVE Currently Right Now 2/10 Earnings + biotech are driving tape. 🧾 Biggest upside movers $EVMN +93% Phase 2a AD data hit. $PHIO +49% safety review cleared. $EWCZ +44% going private (deal). $NKTR +24% AD maintenance data update. $UNF +18% merger talks rumor (CTAS). 🧠 Translation Proof beats story today. Data + guidance = bid. Weak outlook = dumped. 🎯 More upside (earnings/ratings/other) $CRDO +15% prelim Q3 rev update. $DDOG +14% earnings/guidance. $PSNL +14% Medicare coverage headline. $VELO +14% U.S. Army vendor win. $SPOT +10% earnings/guidance. $RACE +9.1%"  
[X Link](https://x.com/CaktusJaxk1/status/2021228793042485577)  2026-02-10T14:24Z [---] followers, [---] engagements


"TikToks parent is quietly designing its own chips. Samsungs foundry may print them as early as [----]. 🧠 WHAT IT MEANS Chinas AI giants are hedging Nvidia not abandoning it. Samsung gains leverage as nonUS partner for inference silicon. 🧾 RECEIPTS ByteDance is developing an AI inference chip sources say. It is in manufacturing talks with Samsungs chip foundry. Code name is SeedChip built inside ByteDances Seed unit. Goal: samples by March volume of 100k350k units [----]. ByteDance plans about 160B yuan on AI procurement [----]. Over half of that still goes to Nvidia Hclass GPUs. Alibaba and Baidu"  
[X Link](https://x.com/CaktusJaxk1/status/2021577654273536319)  2026-02-11T13:30Z [---] followers, [--] engagements


"Market Open LIVE Feb [--] SPX futures +0.47% Nasdaq futures +0.50% Gold +0.90% Crude +2.17% BTC -2.00% 2Y yield 3.46% (+1bp) 10Y yield 4.14% (+1bp) 🧾 Receipt: +130k payrolls (Jan). 4.3% unemployment. Job gains: health care + construction. Earnings tape is running the board. Infra + software = rewarded. Weak guide = punished. 🐂Top gainers (highest lower) Vertiv ($VRT) +18.7% earnings + guide. Teradata ($TDC) +18.1% earnings + guide. Diodes ($DIOD) +13.5% earnings-driven move. Cloudflare ($NET) +12.6% earnings + guide. Hinge Health ($HNGE) +12.2% earnings + guide. Lattice Semiconductor ($LSCC)"  
[X Link](https://x.com/CaktusJaxk1/status/2021588222292201513)  2026-02-11T14:12Z [---] followers, [---] engagements


"Apples new Siri is slipping again. Impact: Apples AI rollout looks slower. That can cool the hype trade. And it buys rivals more time. 🧾 Receipt (Bloomberg): Apple is now stretching features out. From iOS [----] (March) into 26.5+ (May). Some items may wait for iOS [--]. 🧠 What it means: Testing found reliability + speed problems. Slow answers missed queries messy edge cases. It also sometimes defaults to ChatGPT. Even when Apple should handle it. 🎯 Watch: Personal-data Siri looks most likely to slip. Apple even has a preview toggle internally. Its a risky gamble at this point. Either A)"  
[X Link](https://x.com/CaktusJaxk1/status/2021685187642372357)  2026-02-11T20:38Z [---] followers, [---] engagements


"This Morning's Earnings **February [--] 2026** Earnings Results (Alphabetical) **Key:** ✅ Beat ❌ Miss ➖ Inline **$AEP American Electric Power** EPS: [----] vs [----] est. ✅ (+4.4%) Revenue: 5.31B vs 5.23B est. ✅ **$ALNY Alnylam Pharmaceuticals** EPS: [----] vs [----] est. ✅ (+4.2%) Revenue: 1.10B vs 1.15B est. ❌ **$BAX Baxter International** EPS: [----] vs [----] est. ❌ (-17.0%) Revenue: 2.97B vs 2.82B est. ✅ *Revenue beat but margin compression* **$BIRK Birkenstock Holding (FQ1 2026)** EPS: [----] vs [----] est. ➖ (inline) Revenue: 468.0M vs 478.2M est. ❌ **$BTDR Bitdeer Technologies** EPS: [-----] vs -0.10"  
[X Link](https://x.com/CaktusJaxk1/status/2021943654894436799)  2026-02-12T13:45Z [---] followers, [---] engagements


"📊 ANALYST ACTIONS FEB [--] [----] 🟢 TOP UPGRADES - **$BWA** Buy at Deutsche Bank PT $82 (was $46) +78% - **$MELI** OW at JPM PT $2800 (+6%) - **$SHOP** Outperform at Mizuho PT $150 - **$HII** Neutral at BofA PT $400 (was $300) +33% - **$HXL** Neutral at BofA PT $95 (was $60) +58% - **$LUXE** OW at JPM PT $14 (was $9) +56% - **$FSLY** Outperform at William Blair - **$OSCR** Outperform at Raymond James PT $18 - **$PEGA** OW at Barclays PT $48 (rating PT ) *** NEW COVERAGE (INITIATIONS) **BUYS:** - **$GFS** Needham PT $55 (semi recovery) - **$SEZL** Needham PT $85 (BNPL) - **$IMNM** H.C. Wain PT"  
[X Link](https://x.com/CaktusJaxk1/status/2021953969535287328)  2026-02-12T14:26Z [---] followers, [---] engagements


"🟢 SECTOR FLOW RIGHT NOW **Green Zones: What's Working Today** [--] out of [--] sectors green sounds bullish but look closer: Gains are **tiny** (+0.21% to +1.83%) **Defensive sectors leading** = fear not greed **Premium flow** shows institutions selling tech/healthcare buying safety 📊 SECTORS IN THE GREEN (9:11 AM CST) **🏆 Top Performers:** **1. Real Estate (XLRE) +1.83%** 🥇 - Leading the market today - 67% premium inflow (institutional buying) - Strong in/out flow momentum - Defensive rotation play as economy cools **2. Utilities (XLU) +1.45%** 🥈 - Classic defensive sector shining - 60%"  
[X Link](https://x.com/CaktusJaxk1/status/2021966974381658208)  2026-02-12T15:17Z [---] followers, [--] engagements


"You are not Bullish enough $ETH $COIN $ADA"  
[X Link](https://x.com/CaktusJaxk1/status/2022064302761668791)  2026-02-12T21:44Z [---] followers, [---] engagements


"NEW CRYPTO CEOs NOW ADVISING THE GOVERNMENT Innovation Advisory Committee was just announced. Stacked with industry giants. Committee will advise on: AI in financial markets Blockchain technology Crypto derivatives Prediction markets Tokenized assets DeFi protocols **They're writing the rules for the next decade of finance.** **35 members. Almost all crypto + traditional finance CEOs. Calling it the "Golden Age of American Financial Markets."** WHO'S ON IT (Crypto All-Stars) - Brian Armstrong (Coinbase) - Brad Garlinghouse (Ripple) - Tyler Winklevoss (Gemini) - Vlad Tenev (Robinhood) - Hayden"  
[X Link](https://x.com/CaktusJaxk1/status/2022102822515343767)  2026-02-13T00:17Z [---] followers, [---] engagements


"THE PROBLEM: [--] members. Almost all CEOs. **Where are:** Consumer advocates Retail investor reps Crypto critics Independent economists **2 professors vs [--] industry insiders.** CONFLICT OF INTEREST Brian Armstrong (Coinbase CEO) advising on crypto derivatives rules. .while Coinbase is launching crypto derivatives products. .that the CFTC will regulate. MARKET IMPLICATIONS: 🟢 **Bullish:** $COIN (CEO on committee) $HOOD (CEO on committee) $SOL $LINK ecosystems Prediction market tokens 🔴 **But:** This is advisory not legislative. Congress still needs to pass laws. GLOBAL COMPETITION: If US"  
[X Link](https://x.com/CaktusJaxk1/status/2022102831382118516)  2026-02-13T00:17Z [---] followers, [--] engagements


"After hour movers Top [--] in green (gainers) 1.EHC +25.55% 2.RBLX +16.33% 3.BILL +13.93% 4.NVST +13.27% +10.54% 6.FTNT +9.16% 7.GEN +9.09% 8.DAVE +9.03% 9.FDMT +7.97% 10.ADPT +6.25% Top [--] in red (losers) 1.IPI -36.94% -32.98% 3.MOH -32.16% 4.CNC -11.57% 5.AOS -10.71% 6.IREN -10.07% 7.SNEX -9.59% 8.CLSK -9.13% 9.CIFR -8.29% 10.AMZN -7.94% http://2.DOCS http://5.BE http://2.DOCS http://5.BE"  
[X Link](https://x.com/CaktusJaxk1/status/2019526800871944437)  2026-02-05T21:41Z [---] followers, [---] engagements


"📊 Analyst Calls (Feb 13) upgrades downgrades PT changes Last nights earnings hangover is turning into rating whiplash this morning. Heres whats actually getting moved around on desks: 🐂 UPGRADES / POSITIVE CALLS $ABNB Upgraded at Deutsche Bank (PT $154) + raised at Evercore ISI (PT $145) $AEP Upgraded to Outperform at Wolfe Research (PT $142) $ALGM Raised to Overweight at Morgan Stanley (PT $51) $AMAT Upgraded to Buy at Summit Insights (post-earnings) $CHA Raised to Neutral at JPMorgan Chase (PT $11.50) $CHD Upgraded to Neutral at Rothschild & Co Redburn (PT $91) $CRWD Raised to Buy at HSBC"  
[X Link](https://x.com/CaktusJaxk1/status/2022317927316205614)  2026-02-13T14:32Z [---] followers, [---] engagements


"USTaiwan just signed a trade deal its basically reshore chips + harden supply chains. Receipt: $500B headline investment package ($250B companies + $250B Taiwan gov) aimed at expanding U.S. semiconductor manufacturing Tariffs capped at 15% on Taiwanese goods 0% on generic drugs + ingredients aircraft components and certain natural resources not available domestically Translation: the U.S. is buying supply-chain control with tariffs + targeted exemptions. Why it matters: ✅ More U.S. buildout = more demand for tools/services ($AMAT $LRCX $KLAC) ✅ Secure supply narrative tailwind for the AI"  
[X Link](https://x.com/CaktusJaxk1/status/2011892883322994936)  2026-01-15T20:06Z [---] followers, [---] engagements


"Goldman CEO David Solomon just said the quiet part out loud: $GS is actively studying crypto + prediction markets. Receipt: Big team at Goldman spending time on tokenization / stablecoins / prediction markets Solomon personally met with two major prediction companies in the last two weeks He explicitly says some CFTC-regulated prediction products look like derivative contracts (aka: Wall Streets native language) Translation: prediction markets are getting institutionalized. If regulation firms up banks dont watch they build desks. Why it matters: ✅ New market structure = new fee pools for $GS"  
[X Link](https://x.com/CaktusJaxk1/status/2011898905739329566)  2026-01-15T20:30Z [---] followers, [---] engagements


"CRYPTO bill isn't dead. Its being renegotiated. 🚨 SENATE DEMS REOPEN CRYPTO TALKS. Just [--] hours after "postponing" the Market Structure Bill Senate Democrats are scrambling to get the industry back on the phone. The Call: Scheduled for TOMORROW Receipt: Coindesk reports a Friday industry call after the Senate Banking committee discussion was postponed. The bill is about who regulates what (SEC vs CFTC) + how tokens get classified. Delay came hours after Coinbase said it cant support the bill as is. Translation: this is not dead its a rewrite sprint. Washington just realized crypto is big"  
[X Link](https://x.com/CaktusJaxk1/status/2011902159613505787)  2026-01-15T20:43Z [---] followers, [---] engagements


"Market Close Stream is LIVE w/ @amitisinvesting Jan [--] 👇 Tape: Chips + banks carried the day. Index check: $SPY +0.49% $DIA +0.75% $QQQ +1.07%. $TSM +5.01% Catalyst: TSMC boosted [----] capex guide to $52B$56B (AI demand still real). Meaning: Supply chain is expanding not shrinking AI compute buildout stays on. Who benefits: toolmakers + GPU stack (see below). $KLAC +8.24% Why: AI-fab capex = more inspection/metrology demand. Translation: If fabs get built $KLAC gets paid. Watch: follow-through on multi-day capex sympathy. $AMAT +6.54% Why: equipment spend ramps when node mix shifts advanced."  
[X Link](https://x.com/CaktusJaxk1/status/2011906607354179896)  2026-01-15T21:01Z [---] followers, [---] engagements


"Join the Stream. CLOSE: Chips + banks ran the tape. $SPY +0.49% $QQQ +1.07% $DIA +0.75% $TSM +5.01% capex guide lit the fuse. $KLAC +8.24% $AMAT +6.54% $LRCX +4.67% $ASML +5.14% fab build = tool demand. $NVDA +2.18% $AMD +2.64% $AVGO +1.03% AI spend confidence bounced. $MS +5.79% $GS +4.39% $BLK +5.95% earnings + trading strength = real money moving. $LLY -3.83% FDA-delay headline = rotation pain. Questions: is this capex shovels in ground or just a hype candle #Semiconductors #AI $TSM $NVDA $AMD $AMAT $LRCX $KLAC $SMH https://www.youtube.com/live/n7mHESF8KCwsi=V88dyS3zc16COCH5"  
[X Link](https://x.com/CaktusJaxk1/status/2011906903006179482)  2026-01-15T21:02Z [---] followers, [---] engagements


"Carrier moving. Iran options on deck. Fox is Reporting (Jan 15): at least [--] U.S. aircraft carrier is being moved toward the Middle East; transit is [--] week. Military planners are prepping a range of options + missile defense moves. Carrier could be USS Abraham Lincoln or another carrier that recently departed U.S. ports. Translation: This is setting the force positioning real strike + defense capacity so the White House isnt bluffing. This is. A) Deterrence signal B) Pre-strike positioning #IranProtests #iran #DigitalBlackoutIran #USIranConflict #USIranTensions Iran Update: Irans ambassador to"  
[X Link](https://x.com/CaktusJaxk1/status/2011921162398224433)  2026-01-15T21:59Z [---] followers, [---] engagements


"Trumps bond BUYS spicy.🌶 NEW: White House disclosure shows [---] bond buys + [--] sales from Nov 14Dec [--] [----] totaling at least $51M (ranges only). Buys include $NFLX $CRWV $GM $BA $OXY $URI + muni bonds tied to US cities/schools/utilities/hospitals. Translation: The President is investing in debt from issuers that can be directly impacted by his own policies. Conflict-of-interest alarms $NFLX https://twitter.com/i/web/status/2011934547143774288 https://twitter.com/i/web/status/2011934547143774288"  
[X Link](https://x.com/CaktusJaxk1/status/2011934547143774288)  2026-01-15T22:52Z [---] followers, [---] engagements


"Even if these were made by independent managers using index-like programs the optics + incentives problem doesnt vanishbecause policy decisions can move credit spreads contract flow and headline risk. Again. $NFLX lol $CRWV I see you 👀 https://www.bloomberg.com/news/articles/2026-01-15/trump-added-bonds-worth-51-million-to-his-personal-portfoliotaid=696969b3ff85670001b6c349&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter&embedded-checkout=true"  
[X Link](https://x.com/CaktusJaxk1/status/2011935069611376674)  2026-01-15T22:54Z [---] followers, [---] engagements


"Trump Tariff Watch: Will they or wont they make a decision Next opportunity will be Jan [--] U.S. SUPREME COURT ANNOUNCES IT MAY ISSUE AT LEAST ONE RULING ON TUESDAY JANUARY [--] #trumptariff #supremecourttariff"  
[X Link](https://x.com/CaktusJaxk1/status/2012199643686334705)  2026-01-16T16:25Z [---] followers, [---] engagements


"Trump threatens tariffs on countries opposing the USs effort to acquire Greenland. Trump Tariff Watch: Will they or wont they make a decision Next opportunity will be Jan [--] U.S. SUPREME COURT ANNOUNCES IT MAY ISSUE AT LEAST ONE RULING ON TUESDAY JANUARY [--] #trumptariff #supremecourttariff https://t.co/cacqdeyeF0 Trump Tariff Watch: Will they or wont they make a decision Next opportunity will be Jan [--] U.S. SUPREME COURT ANNOUNCES IT MAY ISSUE AT LEAST ONE RULING ON TUESDAY JANUARY [--] #trumptariff #supremecourttariff https://t.co/cacqdeyeF0"  
[X Link](https://x.com/CaktusJaxk1/status/2012200199993647419)  2026-01-16T16:28Z [---] followers, [---] engagements


"🐂🐻📉📈 Market CLOSE Jan [--] Join the livestream Chips stayed in the drivers seat and the market stayed cautious into MLK weekend. Fed headline that moved attention: Trump praised Kevin Hassett and said he may want to keep him in his current White House role We dont want to lose him Susie. S&P [---] CLOSES DOWN 0.1% NASDAQ LITTLE CHANGED Todays heat check (close prints): $IBRX +39.9% (biotech momentum) $ASTS +14.1% (space/defense optionality trade) $FLY +11.5% (aerospace momentum) $RIOT +15.7% (crypto beta) $SMCI +11.1% (AI server tape) What mattered more today A) Chips B) Fed headlines"  
[X Link](https://x.com/CaktusJaxk1/status/2012273291830943956)  2026-01-16T21:18Z [---] followers, [---] engagements


"I picked the wrong time to try and get some gains 💪 and use coffee as a pre-workout. Ill blame it on that. Covid really did spin us into the upside-down world. 🙃 BREAKING: The average price of ground beef in the US is now up to a record $6.67 per pound. Prices have surged +72% since January [----] when they stood at $3.88 per pound. Over the same period chicken breast prices have risen +36%. Furthermore coffee prices have surged +52% https://t.co/3HRaglhgXz BREAKING: The average price of ground beef in the US is now up to a record $6.67 per pound. Prices have surged +72% since January 2020"  
[X Link](https://x.com/CaktusJaxk1/status/2012955063656874087)  2026-01-18T18:27Z [---] followers, [---] engagements


"Gold Futures Reach New Record High of $4660 After EU Tariff News Gold futures prices jumped to a record high of $4660 per ounce This surge happened after Trump announced a 10% tariff on EU countries"  
[X Link](https://x.com/CaktusJaxk1/status/2013026360092954648)  2026-01-18T23:10Z [---] followers, [---] engagements


"Trumps leaked Greenland letter sparks backlash. 🚨 Considering your Country decided not to give me the Nobel Peace Prize for having stopped [--] Wars PLUS I no longer feel an obligation to think purely of Peace. Ties Nobel snub to US control demands. Receipt: Claims ended [--] wars plus. Demands complete control . Says Denmark cant protect Greenland from Russia/China. Translation: Blames Norway pushes NATO for handover. Consequence: Tariffs on Europe; Denmark FM: Cant threaten ownership. Why this matters: Personal grievance geopolitical demand. Thats gasoline on NATO trust in the Arctic. A) Still a"  
[X Link](https://x.com/CaktusJaxk1/status/2013286388125311486)  2026-01-19T16:24Z [---] followers, [---] engagements


"Dear Jonas: Considering your Country decided not to give me the Nobel Peace Prize for having stopped [--] Wars PLUS I no longer feel an obligation to think purely of Peace although it will always be predominant but can now think about what is good and proper for the United States of America. Denmark cannot protect that land from Russia or China and why do they have a right of ownership anyway There are no written documents its only that a boat landed there hundreds of years ago but we had boats landing there also. I have done more for NATO than any other person since its founding and now NATO"  
[X Link](https://x.com/CaktusJaxk1/status/2013287512463052849)  2026-01-19T16:28Z [---] followers, [---] engagements


"PREMARKET MOVERS Currently Right Now (Jan 20) Join the LIVE Stream 🐂🐻📈📉 Top Gainers🐂 $RAPT +63.85% GSK to acquire RAPT for $2.2B (food allergy pipeline bet). $CRVS +45.05% Phase [--] atopic dermatitis data supports Phase [--] plans. $KEP +15.42% Utilities/ADR strength (no single headline in your notes). $UMC +14.73% Semi/ADR strength (headline not listed in your notes). $SKM +9.72% Telecom/ADR strength (headline not listed in your notes). $CRML +8.40% Metals/spec momentum (headline not listed in your notes). $SKE +8.08% Precious-metals names bid (gold complex strength). $SII +7.94%"  
[X Link](https://x.com/CaktusJaxk1/status/2013617854721978617)  2026-01-20T14:21Z [---] followers, [---] engagements


"Macro risk check: Greenland + tariffs + NATO tension https://www.youtube.com/live/77sl9SDVLgksi=xQqHb35UtwZTdcn- https://www.youtube.com/live/77sl9SDVLgksi=xQqHb35UtwZTdcn-"  
[X Link](https://x.com/CaktusJaxk1/status/2013618224215032077)  2026-01-20T14:22Z [---] followers, [---] engagements


"The U.S. Supreme Court declined to rule on a challenge to the legality of Trumps global tariffs. AGAIN What we did get today"  
[X Link](https://x.com/CaktusJaxk1/status/2013630887833841697)  2026-01-20T15:13Z [---] followers, [----] engagements


"We had a good run Markets feel risk-off (EU red gold up) but desks expect a last-minute compromise rather than a full-blown break. Some believe this is mostly leverage leading to a negotiated arrangement. Goldman and JPM desks agree on Greenland: headline chaos negotiated outcome. Will something happen or will it be a negotiated/managed outcome 🤷 https://twitter.com/i/web/status/2013669156751561135 https://twitter.com/i/web/status/2013669156751561135"  
[X Link](https://x.com/CaktusJaxk1/status/2013669156751561135)  2026-01-20T17:45Z [---] followers, [---] engagements


"Market Open Movers (Jan 21) Currently Right Now $LSTA +82.0% To be acquired by Kuva Labs for $4/share. $BNAI +62.28% $2.05M AI licensing partnership (Africa). $NFLX -7.38% Beat was tiny; guidance cut (Q1 EPS + revs below consensus). $HYMC +9.07% Precious metals ripping; miners bid. $IKT +9.0% Buy rating + $6 PT (BofA). $NATH +7.84% Buyout: Smithfield Foods (SFD) $102/share cash. $MMYT -7.00% Q3 results missed on revenue. $ROCK -6.8% Lowered [----] revenue + EPS guidance. $LPTH +6.21% Buying Amorphous Materials (deal up to $10M). $NEGG -5.98% Chairman reportedly detained / under investigation."  
[X Link](https://x.com/CaktusJaxk1/status/2013985179937755230)  2026-01-21T14:40Z [---] followers, [---] engagements


"Biggest tape: $LSTA +82% buyout. $BNAI +62% on AI licensing headline. $NFLX -7% because guidance beat. Theme check: 1.M&A pop (LSTA / NATH / LPTH). 2.Offerings slap (BIOA / CRVS / AMBQ). 3.Metals bid (HYMC). 4.Upgrades lifting (OKLO / ARM / ALB). What to watch: Trump Speaking https://twitter.com/i/web/status/2013985548105367615 https://twitter.com/i/web/status/2013985548105367615"  
[X Link](https://x.com/CaktusJaxk1/status/2013985548105367615)  2026-01-21T14:42Z [---] followers, [---] engagements


"Trump says he & NATO SG Mark Rutte have a framework of a deal on Greenland/Arctic and Feb [--] tariffs are NOT happening (for now). Denmark welcomes the tariff pause as a step back toward normal diplomacy. What to watch: framework signed terms. If talks stall tariffs snap back https://x.com/atrupar/status/2014069902873633029/video/1 https://x.com/atrupar/status/2014069902873633029/video/1"  
[X Link](https://x.com/CaktusJaxk1/status/2014070956394697075)  2026-01-21T20:21Z [---] followers, [---] engagements


"What the Greenland deal is (NYT reports) Core claim Trump says he and NATO SecGen Mark Rutte formed the framework of a future deal about Greenland and the entire Arctic Region. 1) Potential U.S. sovereign territory inside Greenland (for bases) NATO officers discussed a compromise where Denmark would give the U.S. sovereignty over small pockets of Greenlandic land where the U.S. could build military bases (officials liken it to UK sovereign base areas in Cyprus). Important: the officials didnt know if that idea is actually what Trumps framework includes. 2) Strategic control objective: block"  
[X Link](https://x.com/CaktusJaxk1/status/2014087737645621461)  2026-01-21T21:28Z [---] followers, [---] engagements


"$SPY $QQQ Macro print just hit: growth hot inflation cooler labor still tight. Receipts (Q3 Final): PCE SAAR QoQ: 2.8% (vs 3.5% est; 2.8% prior) PCE YoY: 2.7% (flat) Core PCE SAAR QoQ: 2.9% (in-line; flat) Core PCE YoY: 2.9% (flat) GDP (annualized QoQ): 4.4% (vs 4.3% est/prior) GDP Price Index: 3.8% (in-line) Personal Consumption: 3.5% (in-line) Initial Claims: 200K (vs 210K est) Cont. Claims: 1.849M (vs 1.900M est) Translation: Inflation didnt re-accelerate (good) GDP stayed spicy (also good) layoffs still not showing up (tight labor). Why it matters: This is the setup for a risk-on open if"  
[X Link](https://x.com/CaktusJaxk1/status/2014333036427424178)  2026-01-22T13:43Z [---] followers, [---] engagements


"Premarket LIVE join the stream 👇 Currently Right Now 1/22 Premarket open ($SPY $QQQ): biotech is the tape. Winners: $CORT +55% (late-stage cancer trial hit) $GLSI +46% (FDA greenlight) $KRMN +10% (FY25/26 rev guide consensus) Losers: $AXGN -6.6% (stock offering) $MBLY -6.1% (guides lower) $MKC -5.5% (EPS miss + FY26 guide light) https://twitter.com/i/web/status/2014336924006191511 https://twitter.com/i/web/status/2014336924006191511"  
[X Link](https://x.com/CaktusJaxk1/status/2014336924006191511)  2026-01-22T13:58Z [---] followers, [---] engagements


"Inflation didnt re-accelerate (good) GDP stayed spicy (also good) layoffs still not showing up (tight labor). Join 🐂🐻 https://www.youtube.com/live/JnqlGowl2FAsi=vMUPFd_uxCf-mKi6 https://www.youtube.com/live/JnqlGowl2FAsi=vMUPFd_uxCf-mKi6"  
[X Link](https://x.com/CaktusJaxk1/status/2014337215761945013)  2026-01-22T13:59Z [---] followers, [---] engagements


"PCE just dropped and its the classic not hot not cool print aka sticky enough to keep the Fed patient (bad for rate-cut hopium good for soft-landing bulls). Receipt (todays release): Core PCE MoM (Nov): 0.2% (forecast 0.1%) PCE MoM (Nov): 0.2% (forecast 0.2%) PCE YoY (Nov): 2.8% (forecast 2.7%) Core PCE YoY (Nov): 2.8% (forecast 2.7%) Personal Spending (Nov): +0.5% (forecast +0.4%) Personal Income (Nov): +0.3% (forecast +0.3% consensus +0.4%) Translation: inflation is still grinding and the consumer is still spending cuts get harder to justify fast. 2Y yield + USD reaction first then how"  
[X Link](https://x.com/CaktusJaxk1/status/2014355303953793155)  2026-01-22T15:11Z [---] followers, [---] engagements


"GREENLAND framework deal is taking shape without ownership 🧾 Receipt (Bloomberg reports): Update [----] defense deal lock in U.S. base needs NATO Arctic command in Greenland (multinational U.S.-led) Economic package incl. mining/minerals rights Block Russia/China footprint U.S. drops EU tariff threats 🗣 Greenland PM: peaceful cooperation + self-determination + international law. 🧠 Translation: U.S. gets security + access. Greenland keeps sovereignty. 👀 What to watch: do mining rights become real control or just headline language A) Smart compromise B) Permanent leverage"  
[X Link](https://x.com/CaktusJaxk1/status/2014385014385856633)  2026-01-22T17:09Z [---] followers, [--] engagements


"Congress just overruled parts of Trump/DOGEs cuts. 🧾 House passed a $1.2T funding package restoring NIH refugee aid keeping Education boosting BLS data saving museum grants and adding $37B for housing vs Trumps request. But it still axed USAID + public broadcasting. The GOP-controlled House passed annual funding measures reversing some of Donald Trumps most controversial federal spending cuts restoring money for medical research refugee assistance and even the Department of Education https://t.co/kbBYzPl52Z The GOP-controlled House passed annual funding measures reversing some of Donald"  
[X Link](https://x.com/CaktusJaxk1/status/2014464032598569246)  2026-01-22T22:23Z [---] followers, [---] engagements


"Minneapolis shooting increases the likelihood of a government shutdown this month 🧾 What happened Reports describe Federal agents shoot and kill another US citizen in Minneapolis today. Timberwolves NBA game was postponed after the incident. ❔ Why its now a funding fight Government funding deadline is mere days away. House moved appropriations including DHS funding this past week. Now pressure is shifting in the Senate flipping prior yes votes into voting no. 🧠 Translation DHS funding became the focus for keeping government open or not. 🎯 What to watch next Do they strip DHS or add DHS"  
[X Link](https://x.com/CaktusJaxk1/status/2015250077824991254)  2026-01-25T02:27Z [---] followers, [---] engagements


"📈📉Why markets care Short shutdowns usually hit sentiment more than fundamentals. But DHS conflict adds tail-risk headlines and even more volatility fuel. ( Greenland Canada 100% Tariffs China Iran etc) Agencies furlough non-excepted staff. Macro numbers last time impacted heavily. 🏪Markets history (not a promise of repeat): [----] shutdown: stocks largely shrugged. [------] shutdown: confidence hit mattered more than closed optics. [----] shutdown: Oct [--] Nov [--] S&P +6.35% Dow +9.61% Nasdaq +8.75%. First [--] days after reopen Nov [--] Nov [--] S&P flat (+0.00%) Dow +0.02% Nasdaq +0.17%."  
[X Link](https://x.com/CaktusJaxk1/status/2015250080429752502)  2026-01-25T02:27Z [---] followers, [---] engagements


"🗣Todays quotes (funding + DHS) Cortez Masto: The Trump Administration and Kristi Noem are putting federal agents on the streets with no accountability. I will not support the current Homeland Security funding bill. Chuck Schumer: I will vote no. Senate Democrats will not provide the votes to proceed if the DHS funding bill is included. Murphy: Congress should not fund this version of ICE. Jayapal: We cant keep authorizing money https://twitter.com/i/web/status/2015250083026260317 https://twitter.com/i/web/status/2015250083026260317"  
[X Link](https://x.com/CaktusJaxk1/status/2015250083026260317)  2026-01-25T02:27Z [---] followers, [---] engagements


"Shutdown odds spike on prediction markets. 🧾 Receipt Kalshi: 77.6% shutdown on Jan [--]. Polymarket: 77% shutdown by Jan [--]. 🧠 Translation That % is the YES contract price. 77% Markets are pricing shutdown as more likely than not after Federal agents involved in the Minneapolis shooting that left a U.S. citizen dead. Dems wont proceed if DHS is included. 🎯 Why it matters Its money reacting to headlines + vote math. When odds jump fast its usually info + flow. ⚠ Critical Funding deadline: Jan. [--]. Senate must pass a minibus to avoid shutdown."  
[X Link](https://x.com/CaktusJaxk1/status/2015255053117087942)  2026-01-25T02:47Z [---] followers, [--] engagements


"Shutdown odds spike on prediction markets. 🧾 Receipt Kalshi: 77.6% shutdown on Jan [--]. Polymarket: 77% shutdown by Jan [--]. 🧠 Translation That % is the YES contract price. 77% Markets are pricing shutdown as more likely than not after Federal agents involved in the Minneapolis shooting that left a U.S. citizen dead. Senate was planning on an up-or-down vote next week on a six-bill package to avoid a shutdown on Jan. [--]. But Senate Minority Leader Chuck Schumer (D-N.Y.) said that Democrats would block the funding bill if DHS funding is still included. 🎯 Why it matters Its money reacting to"  
[X Link](https://x.com/CaktusJaxk1/status/2015257100419813386)  2026-01-25T02:55Z [---] followers, [---] engagements


"@AwakenWithJP lol okay okay Ill show support and get the magnesium because dam do I need some calm. 👏 thanks 😂"  
[X Link](https://x.com/CaktusJaxk1/status/2015519873401602463)  2026-01-25T20:19Z [---] followers, [----] engagements


"**Yen Shock = Bitcoin Volatility Fuel ⚠** (Jan [--] move still echoing traders on high alert) 🧾 Receipts: - JPY posted its **biggest 1-day jump since August** on intervention-risk chatter - Yen ripped **1.75%** to a low of **155.63/USD** (strongest since mid-Dec) - Spike accelerated after NY Fed did **rate checks** with major banks - Japans finance minister + top FX official warned vs speculative/excessive moves (Last intervention: 2024) 🗣 Whats being said: - Markets now on **full Japan intervention watch** - Rate checks = classic readiness signal (not proof theyre intervening yet) 🧠"  
[X Link](https://x.com/CaktusJaxk1/status/2015540349217747234)  2026-01-25T21:40Z [---] followers, [---] engagements


"**BTC is usually the first casualty in that wave.** 📉Why it hits crypto fast & simple: - Tons of risk positions funded with **cheap yen** - Yen rips funding costs + FX losses explode - Traders dump the most **liquid stuff first** crypto gets tapped 🎯 Watch These Signals - USD/JPY **speed** (slow grind vs sudden air pocket) - Any coordinated language (US + Japan) - Crypto: **perp OI spikes + liquidation cascades** (thats the dump engine) Extra context most miss: Japan talking tough actual intervention. But **markets front-run the threat** and that alone can cause violent squeezes"  
[X Link](https://x.com/CaktusJaxk1/status/2015540356813660642)  2026-01-25T21:40Z [---] followers, [---] engagements


"**Mechanics in [--] steps:** [--]. Yen strengthens carry trades unwind [--]. Risk assets sold to cut leverage [--]. BTC drops fast even if nothing crypto-specific happened What do you think **yen rip = near-term BTC pain** or just noise 👇 A) Yen rip = BTC pain (near-term) B) Dollar weakness later = BTC bullish (longer-term) https://twitter.com/i/web/status/2015540365848092770 https://twitter.com/i/web/status/2015540365848092770"  
[X Link](https://x.com/CaktusJaxk1/status/2015540365848092770)  2026-01-25T21:40Z [---] followers, [--] engagements


"@Geiger_Capital That hurts my very soul seeing those words and those prices. But the magic internet money will rise again and the boomer rocks would have increased its market cap possibility. Yes Im coping"  
[X Link](https://x.com/CaktusJaxk1/status/2015606295160668553)  2026-01-26T02:02Z [---] followers, [----] engagements


"Pre-Market Currently Right Now Jan [--] Join the LIVE STREAM 📉📈👇 🐂 Gainers (highest lowest) 1.BNAI +282.3% retail watchers spiked 50% last week (momentum/spec) 2.USAR +19.9% to +20.0% $1.6B rare-earth investment / LOI theme (headline-driven; still treat as needs primary PR verification) 3.ASM +10.0% drill-hole results (La Preciosa) 4.TMQ +10.0% rare-earth sector sympathy 5.CRWV +8.0% to +9.0% AI/factory partnership narrative w/ NVDA (public writeups confirm partnership momentum; the exact $2B NVDA investment claim is not consistently confirmed in whats publicly available yet) 6.SRPT +5.5%"  
[X Link](https://x.com/CaktusJaxk1/status/2015784914612842621)  2026-01-26T13:52Z [---] followers, [---] engagements


"Top Stories CRWV: partnership momentum w/ NVDA is real; the exact NVDA invests $2B is the part Id label unconfirmed/needs primary source right now. RVMD: Merck talks ended (reported). SKYT: IonQ acquisition ($1.8B). CSCO: upgrade chatter exists (but different outlets summarize it differently). NFLX: Upgraded at Phillip Securities I didnt find a clean primary/public confirmation in quick scans; Id keep it as upgrade chatter unless you have the note/screenshot. SRPT: ELEVIDYS / EMBARK results headline is supported. BKR: earnings beat supported."  
[X Link](https://x.com/CaktusJaxk1/status/2015785160021610818)  2026-01-26T13:53Z [---] followers, [---] engagements


"@WWE @TripleH @NatbyNature @netflix LFG Its about time we get to see the new badass version of @NatbyNature 👊"  
[X Link](https://x.com/CaktusJaxk1/status/2015935198165082248)  2026-01-26T23:49Z [---] followers, [---] engagements


"Stock-Specific News Updates this morning.🌵🏜 $LHX Pentagon invests $1B in L3Harris rocket motors. +13.19%. Boosts defense sector revenue amid rising govt spending; potential multi-year contracts lift related stocks. $MP G7 considers rare earth price floor. +3.15%. Anti-dumping protection stabilizes mining profits; supports EV/commodity supply chain resilience. $ALB Lithium sector gains on EV/commodity shifts. +2.40%. Tight supply drives prices; benefits battery makers in green transition. $CAH Raises [----] profit forecast. +1.06%. Margin improvements in healthcare distribution; signals stable"  
[X Link](https://x.com/CaktusJaxk1/status/2011059035626205467)  2026-01-13T12:53Z [---] followers, [---] engagements


"$ANF (Abercrombie & Fitch) -17.69% Shares are crashing after management cut full-year sales guidance and warned that new tariffs will cost the company $90 million. $COF (Capital One Financial) -6.40% The stock is leading a sector-wide selloff after President Trump called for a federal 10% cap on credit card interest rates threatening the banks core revenue. $AXP (American Express) -4.26% Falling in sympathy with Capital One ($COF) as the proposed interest rate cap would severely impact profit margins for major credit lenders. $WMT (Walmart) +3.00% Rallying as funds force-buy shares ahead of"  
[X Link](https://x.com/CaktusJaxk1/status/2011060682813251960)  2026-01-13T13:00Z [---] followers, [---] engagements


"Key shift: China may reopen $NVDA H200 flows according to Bloomberg. 🧾 Receipt: Bloomberg: China told $BABA /Tencent/ByteDance to prep orders. 🧠 Translation: Beijing wants AI capacity fast. But its tying it to buy domestic too. 🎯 Watch: 1.Formal China approval this quarter. license details actually clear. ⚠ If customs still blocks entry this is theater. If Beijing publicly denies thesis dies. 🗳 Either NVDA wins big on China revenue restart. OR Fade itpolicy headline risk stays dominant. Heres what Jensen had to say on Fox Business yesterday about his company AI and the future from Davos."  
[X Link](https://x.com/CaktusJaxk1/status/2014693495861039440)  2026-01-23T13:35Z [---] followers, [---] engagements


"Premarket Wake-Up (Jan [--] 2026) Join the stream LIVE 👇 SPX fut [---] (-0.20%). NDX fut [---] (-0.26%). 🧾 Receipt: China is telling big tech to prep NVDA H200 orders. 🧠 Translation: AI demand is still the driver. Policy headlines are the throttle. 🎯 What to watch today: 9:45am ET PMIs. 10:00am ET Michigan sentiment. Macro pulse: Crude +1.9%. Gold +0.5%. BTC flat/down. 2Y 3.60% 10Y 4.23%. DXY slightly lower. ⚠ If PMIs roll over hard this turns into risk-off fast. 🗳 A) AI + semis lead. OR B) Guidance + macro smother. Numbers narratives. https://twitter.com/i/web/status/2014701237090869366"  
[X Link](https://x.com/CaktusJaxk1/status/2014701237090869366)  2026-01-23T14:06Z [---] followers, [---] engagements


"Fed didnt just hold. They rewrote the vibe: labor looks steadier cuts get harder. Receipt (from the statement redline circulating) Growth language: moderate solid Labor: job gains remained low + unemployment showing stabilization They removed the line that downside risks to employment had risen Rate stance: maintain the target range (3.50%3.75%) Dissent: [--] members wanted a 25bp cut (vs the hold) Translation This is the Fed saying: Yeah hiring isnt hot but layoffs arent exploding either. We can wait. Thats hawkish-hold energy. https://twitter.com/i/web/status/2016595297158181225"  
[X Link](https://x.com/CaktusJaxk1/status/2016595297158181225)  2026-01-28T19:32Z [---] followers, [---] engagements


"NVIDIA Microsoft Amazon discussing $60B investment in OpenAI; SoftBank also in talks for up to $30B. Breakdown by Investor: NVIDIA: Up to $30B potential. Amazon: $10B-$20B range. SoftBank: Up to $30B. Valuation: New round could hit $730B close to recent talks of 750-850B or higher. https://twitter.com/i/web/status/2016709666642821219 https://twitter.com/i/web/status/2016709666642821219"  
[X Link](https://x.com/CaktusJaxk1/status/2016709666642821219)  2026-01-29T03:07Z [---] followers, [---] engagements


"US TRADE DEFICIT WIDENS MOM BY MOST SINCE [----] 🧾 Receipt (BEA/Census) Trade deficit (goods+services): $56.8B Up from $29.2B in Oct (revised) +94.6% Exports: $292.1B (-$10.9B m/m) Imports: $348.9B (+$16.8B m/m) 🔎 What actually drove it Goods deficit widened +$27.9B $86.9B (the whole story) Services surplus ticked up +$0.3B $30.1B (small offset) 📦 Exports fell because Industrial supplies/materials - $6.1B nonmonetary gold - $4.2B other precious metals - $2.6B crude oil - $1.4B Consumer goods - $3.1B pharma preparations - $2.9B 🛒 Imports rose because Consumer goods + $9.2B pharma"  
[X Link](https://x.com/CaktusJaxk1/status/2016875438820172058)  2026-01-29T14:05Z [---] followers, [---] engagements


"Macro angle: a wider deficit can mechanically weigh on GDP tracking (net exports) but watch if this was a one-off swing (gold/pharma) vs a trend"  
[X Link](https://x.com/CaktusJaxk1/status/2016875495044825188)  2026-01-29T14:06Z [---] followers, [--] engagements


"Kevin Warsh on Bitcoin. If youre under [--] Bitcoin is your new gold. BREAKING: President Trump has formally nominated Kevin Warsh to serve as the next Chair of the Federal Reserve. https://t.co/OoQKY73H8E BREAKING: President Trump has formally nominated Kevin Warsh to serve as the next Chair of the Federal Reserve. https://t.co/OoQKY73H8E"  
[X Link](https://x.com/CaktusJaxk1/status/2017234227910050294)  2026-01-30T13:51Z [---] followers, [---] engagements


"Trump posted this Ai video on January 23rd of the new executive order he will sign today. A D.C Street Race . TRUMP ORDERS D.C. STREET RACE FOR AMERICA250 President Trump will sign an executive order to launch an IndyCar street race in Washington D.C. this summer as part of the nations 250th anniversary celebrations. Dubbed the America250 Grand Prix the race is planned for Aug. TRUMP ORDERS D.C. STREET RACE FOR AMERICA250 President Trump will sign an executive order to launch an IndyCar street race in Washington D.C. this summer as part of the nations 250th anniversary celebrations. Dubbed"  
[X Link](https://x.com/CaktusJaxk1/status/2017278762392469664)  2026-01-30T16:48Z [---] followers, [---] engagements


"https://www.nbcnews.com/sports/auto-racing/trump-orders-indycar-race-streets-washington-america250-grand-prix-rcna256705 https://www.nbcnews.com/sports/auto-racing/trump-orders-indycar-race-streets-washington-america250-grand-prix-rcna256705"  
[X Link](https://x.com/CaktusJaxk1/status/2017279505430163567)  2026-01-30T16:51Z [---] followers, [---] engagements


"US 3Q GDP RISES ANNUALIZED 4.3% Q/Q; EST. +3.3% US PRELIM OCT. DURABLE GOODS ORDERS FALL 2.2% M/M; EST. -1.5% US PRELIM OCT. DURABLE GOODS EX-TRANS RISE 0.2% M/M; EST. +0.3% US.PERSONAL CONSUMPTION 3Q S ACTUAL: 3.5%; EST 2.7% . U.S CORE PCE PRICES INDEX QOQ 3Q S ACTUAL: 2.9%; EST 2.9% . U.S GDP PRICE INDEX 3Q S ACTUAL: 3.8%; EST 2.7% . https://twitter.com/i/web/status/2003461508949250153 https://twitter.com/i/web/status/2003461508949250153"  
[X Link](https://x.com/CaktusJaxk1/status/2003461508949250153)  2025-12-23T13:43Z [---] followers, [--] engagements


"Housing Numbers Building permits (Oct): 1.412M (est 1.350M) Housing starts (Oct): 1.246M (est 1.325M; -4.6% m/m per your note) Why it matters: permits beating while starts miss can read like builders want optionality but execution is cautious. (rates + financing + demand uncertainty) Jobs print looks soft. The Fed read is not that simple. The Receipts Dec NFP +50K (street +70K). Unemp 4.4% (4.5% est). Wages +0.3% m/m +3.8% y/y (hotter than est). Revisions: Oct/Nov -76K net. Translation Hiring is cooling but the labor market isnt breaking and wages Jobs print looks soft. The Fed read is not"  
[X Link](https://x.com/CaktusJaxk1/status/2009624464011514299)  2026-01-09T13:53Z [---] followers, [--] engagements


"Morning Market Moves quick hitters. 📉$DAL dives almost 5% as [----] earnings guidance & new Dreamliner order underwhelm . 📈$CAH pops 3.7% after hiking its [----] profit outlook . 💡$INTC (+3.9%) & $AMD (+2.4%) upgraded to overweight on AI demand strength . 🏦$JPM beats earnings even with the Apple card drag . 🤖$META trims 10% of Reality Labs staff & plans huge AI buildout . ⚕$NVO warns of rising compounded GLP1 use; introduces cheap Wegovy . Which ticker has your attention Drop your take for this morning. #StockMarket #AI #Trading #Options #Investing Stock-Specific News Updates this"  
[X Link](https://x.com/CaktusJaxk1/status/2011060626311799062)  2026-01-13T12:59Z [---] followers, [---] engagements


"Wall St slips as Financials drag on Trump credit-card cap talk; CPI keeps rate-cut hopes alive Gold hits record Oil pops on Iran risk. LIVE recap + levels + what are you watching next $COF - Trump proposes 10% cap on credit card rates down 6%. Sparks sector-wide selloff in consumer finance; could shift borrowing to personal loans hurting lenders margins. $SYF - Credit rate cap proposal weighs on card issuers down 8%. Intensifies regulatory risks for fintech; may reduce profitability and limit access for high-risk borrowers. $AFRM - Caught in consumer finance regulatory blast zone down 6%."  
[X Link](https://x.com/CaktusJaxk1/status/2011183488309829774)  2026-01-13T21:08Z [---] followers, [---] engagements


"MARKET OPEN: CHINA CYBER WAR & CRYPTO EXPLOSION 🚨 The geopolitical landscape just shifted. Beijing bans US/Israeli cybersecurity software ( $PANW $FTNT $CHKP drop) while Crypto prediction markets go parabolic. 🚀 PRE-MARKET LEADERS: $ROLR +250% deal / Prediction Markets $BEEM +17% Prelim Revenue Beat $ALTS +16% Nasdaq Compliance Regained $TGTX +9.8% [----] Sales Beat Forecasts $CLOV +8.3% Medicare Growth + [----] Profitability $BABA +3.1% AI Event Hype + Chip Investments 📉 PRE-MARKET LAGGARDS: $TCOM -15% China Monopoly Probe $GKOS -12% Earnings Guidance $PSO -6.4% Trading Update $FTNT -4.4%"  
[X Link](https://x.com/CaktusJaxk1/status/2011441682944852294)  2026-01-14T14:14Z [---] followers, [---] engagements


"@amitisinvesting That was quick"  
[X Link](https://x.com/CaktusJaxk1/status/2017034244116054528)  2026-01-30T00:36Z [---] followers, [----] engagements


"Market Open LIVE Join @amitisinvesting before the bell. 👇 Whats Currently Right Now Moving The Leaderboard (Jan [--] 2026) $SPHL +260% Springview Holdings explodes on news of a major Green-Energy Deal in Singapore. $RILY +46.55% B. Riley Financial reports Q3 EPS of $2.91 a massive turnaround from $(9.39) YoY. $AUID +24% AuthID rallies on integration with ServiceNow for secure ID verification. $OCUL +21% Ocular Therapeutix surges on rumors of a bid from Sanofi (via La Lettre). $PEN +13.3% Penumbra to be acquired by Boston Scientific in a deal valued at $14.5 billion. $CVGW +13.11% Calavo"  
[X Link](https://x.com/CaktusJaxk1/status/2011800202999472567)  2026-01-15T13:58Z [---] followers, [---] engagements


"Stock Market Currently Right Now Jan [--] 👇 $VERO +300% Reason: Major shareholder Madryn Asset Management has raised its stake in the company signaling strong conviction. $JFBR +125.81% Reason: Jeffs Brands is surging on heavy retail momentum and news that its subsidiary KeepZone AI entered a distribution agreement for threat detection systems. $ACCL +50% Reason: Shares are rallying following the expiration of a lockup period often triggering high volume volatility. $SVRE +39.58% Reason: SaverOne [----] is climbing on momentum ranking as a top gainer across premarket social scans. $PFSA +33.60%"  
[X Link](https://x.com/CaktusJaxk1/status/2012161982200164610)  2026-01-16T13:56Z [---] followers, [---] engagements


"Premarket 1/23 Currently Right Now 🧾 Biggest gainers $MOVE +140170% AI merger chatter + H200/Nvidia angle in the notes. $LIF +2425% Raised FY25 revenue guidance. $SGML +17% Sigma Lithium: extra 100k tons sale headline. $ERIC +89% Q4 EPS + sales beat. $SLM +89% Beat + announced buyback up to $500M. $BAH +67% Beat + raised FY26 EPS guidance. $FTNT +56% Upgrade to Buy / higher PT. $ARM +34% Morgan Stanley PT raised to $180. $ISRG +24% Beat / rebound after earnings dip. $NVDA +11.5% China H200 order buzz lifting semis. $AMD +23% AI chip optimism spillover from NVDA/China headline. 🧾 Biggest"  
[X Link](https://x.com/CaktusJaxk1/status/2014699957022789779)  2026-01-23T14:01Z [---] followers, [---] engagements

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