# ![@Dutch_Brat Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::15201240.png) @Dutch_Brat DutchBrat

DutchBrat posts on X about opinion, advice, watch, ai the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::15201240/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15201240/c:line/m:interactions.svg)

- [--] Week [-----] +4.80%
- [--] Month [------] -8.50%
- [--] Months [-------] +429%
- [--] Year [-------] -98%

### Mentions: [--] [#](/creator/twitter::15201240/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15201240/c:line/m:posts_active.svg)

- [--] Week [--] -34%
- [--] Month [---] -43%
- [--] Months [-----] +515%
- [--] Year [-----] +103,650%

### Followers: [---] [#](/creator/twitter::15201240/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15201240/c:line/m:followers.svg)

- [--] Week [---] +0.70%
- [--] Month [---] +1.70%
- [--] Months [---] +12%

### CreatorRank: [---------] [#](/creator/twitter::15201240/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15201240/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  65.55% [stocks](/list/stocks)  64.71% [technology brands](/list/technology-brands)  26.89% [cryptocurrencies](/list/cryptocurrencies)  20.17% [countries](/list/countries)  16.81% [currencies](/list/currencies)  9.24% [automotive brands](/list/automotive-brands)  6.72% [exchanges](/list/exchanges)  2.52% [financial services](/list/financial-services)  2.52% [travel destinations](/list/travel-destinations)  1.68%

**Social topic influence**
[opinion](/topic/opinion) #1820, [advice](/topic/advice) #1228, [watch](/topic/watch) 23.53%, [ai](/topic/ai) 20.17%, [stocks](/topic/stocks) 15.13%, [$nvda](/topic/$nvda) #2506, [financial](/topic/financial) 10.08%, [market](/topic/market) 10.08%, [$lmt](/topic/$lmt) #35, [financial advice](/topic/financial-advice) #49

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Limitus (LMT)](/topic/$lmt) [Microsoft Corp. (MSFT)](/topic/$msft) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Exxon Mobil (XOM)](/topic/$xom) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Apple, Inc. (AAPL)](/topic/$aapl) [Convex Finance (CVX)](/topic/$cvx) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [SPDR GOLD ETF (GLD)](/topic/$gld) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alibaba Group (BABA)](/topic/$baba) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Paramount Global (PARA)](/topic/$para) [Toyota Motor Corporation (TM)](/topic/$tm) [Mario Coin (COIN)](/topic/$coin) [Metadium (META)](/topic/$meta) [Newmont Corporation (NEM)](/topic/$nem) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [VALE S.A. (VALE)](/topic/$vale) [Netflix Inc (NFLX)](/topic/$nflx) [Micron Technology, Inc. (MU)](/topic/$mu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Anthropic's AI tool triggered a $285B sector wipeout hitting $EXPN $RELX $LSEG ($767.80 +0.93%). Highlights rising risk to legacy players in data-heavy industries. Watch for margin compression as pricing power erodes; AI-driven efficiency likely to pressure incumbents. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2018988046780080436 https://twitter.com/i/web/status/2018988046780080436"  
[X Link](https://x.com/Dutch_Brat/status/2018988046780080436)  2026-02-04T10:00Z [---] followers, [---] engagements


"TSMC's US expansion may reduce geopolitical risk but raises cost structures. Favor $TSM ($17.03 -0.52%) for long-term strategic positioning. Near term watch for margin pressures impacting $AMD ($206.94 +0.53%) $NVDA supply chains. Focus on US chip equipment stocks like $AMAT $LRCX. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022695175559028949 https://twitter.com/i/web/status/2022695175559028949"  
[X Link](https://x.com/Dutch_Brat/status/2022695175559028949)  2026-02-14T15:31Z [---] followers, [--] engagements


"Fanuc's Nvidia AI tie-up boosts $FANUY 9.4%. Factory automation enters AI era enhancing productivity & competitive edge. Watch sector-wide impact: $ROK $ABB may see rerating. Nvidia's ($NVDA ($180.14 +0.18%)) industrial AI dominance strengthensbullish multi-sector tailwind. This is my opinion. Not financial advice. https://twitter.com/i/web/status/1995795265861627993 https://twitter.com/i/web/status/1995795265861627993"  
[X Link](https://x.com/Dutch_Brat/status/1995795265861627993)  2025-12-02T10:00Z [---] followers, [---] engagements


"Trump-Putin Kyiv pause may ease immediate energy shocks but short-lived. Expect volatility in crude ($CL_F) & European nat gas ($TTF ($3849.00 +0.00%)). Defense stocks ($LMT ($631.26 +1.49%) $NOC) could face headwinds near-term; re-escalation risk keeps oil & defense plays in focus. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2017259191103090809 https://twitter.com/i/web/status/2017259191103090809"  
[X Link](https://x.com/Dutch_Brat/status/2017259191103090809)  2026-01-30T15:30Z [---] followers, [--] engagements


"US-Iran talks signal de-escalation despite drone skirmish. Brent crude stabilizing but risk premium lingers. Defense stocks could soften; energy ($XLE ($51.59 +0.00%)) remains sensitive. Watch for FX volatility in oil-importing EMs. Favor hedged plays in energy. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019003063961268441 https://twitter.com/i/web/status/2019003063961268441"  
[X Link](https://x.com/Dutch_Brat/status/2019003063961268441)  2026-02-04T11:00Z [---] followers, [--] engagements


"$SLAB surges on Texas Instruments buyout signaling consolidation in analog/mixed-signal ICs. Pricing power to rise as competition narrows. Watch $ADI ($321.00 +3.24%) and $ON ($62.51 +5.32%) for potential re-ratings; sector-wide M&A could push valuations higher. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019139206375686467 https://twitter.com/i/web/status/2019139206375686467"  
[X Link](https://x.com/Dutch_Brat/status/2019139206375686467)  2026-02-04T20:01Z [---] followers, [--] engagements


"US-Russia nuclear treaty collapse risks arms race. Defense budget uptick likely; bullish for contractors like $LMT ($599.90 -0.29%) $GD ($353.32 -0.40%). Watch commodities like uranium ($CCJ) as geopolitical tensions drive demand. Caution on broader market volatility. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019350571870801924 https://twitter.com/i/web/status/2019350571870801924"  
[X Link](https://x.com/Dutch_Brat/status/2019350571870801924)  2026-02-05T10:01Z [---] followers, [--] engagements


"$AMZN ($200.36 -13.94%) plunges 10% on $200B spend forecast highlighting margin risks. Cloud growth deceleration raises AWS concerns while AI spend pressures FCF. Sector-wide watch $MSFT ($392.20 -5.13%) $GOOGL ($325.05 -2.20%) for cloud shifts. Near-term headwinds; long-term bull thesis on AI dominance. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019546673983164796 https://twitter.com/i/web/status/2019546673983164796"  
[X Link](https://x.com/Dutch_Brat/status/2019546673983164796)  2026-02-05T23:00Z [---] followers, [---] engagements


"AI selloff signals froth reduction rotation into value. $NVDA ($184.39 +7.35%) $AMD ($208.20 +8.22%) hit hard; watch for margin pressures as R&D grows. Key: LT secular AI growth intact. Monitor AI-adjacent plays (cloud/data infra). Silver slump hints broader risk-off sentiment. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019833677992108313 https://twitter.com/i/web/status/2019833677992108313"  
[X Link](https://x.com/Dutch_Brat/status/2019833677992108313)  2026-02-06T18:00Z [---] followers, [--] engagements


"Dow's [-----] milestone driven by rebound in industrials/energy. $CAT ($725.42 +6.96%) $XOM ($149.04 +2.10%) lead gains reflecting capex recovery & oil price resilience. Tech lagged; $MSFT ($400.38 +1.79%) $AAPL ($276.90 +0.44%) underperformed. Favor cyclicals in the short-term but watch overbought signals for profit-taking. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019894172551987510 https://twitter.com/i/web/status/2019894172551987510"  
[X Link](https://x.com/Dutch_Brat/status/2019894172551987510)  2026-02-06T22:01Z [---] followers, [--] engagements


"Market Impact ➡: The key driver isnt just election uncertaintyits the tension between Japan's domestic fiscal path and global macro flows. A Takaichi win adds pressure on the BoJ to maintain easy policy amidst rising JGB yields. Meanwhile U.S. yield divergence and demand for safe-haven dollars post-Amazon earnings threaten a breakout in USD/JPY forcing intervention risk back into focus. JPY vol will spill into equities ($DXJ ($5076.00 +2.74%)) FX carry trades and potentially U.S. and EU bond markets. Part 2/3"  
[X Link](https://x.com/Dutch_Brat/status/2019894434662400270)  2026-02-06T22:02Z [---] followers, [--] engagements


"Our Take 🧐: The real play here is positioning ahead of BoJ intervention. A break past [------] likely triggers stop-loss cascades but intervention risk above [---] creates a tactical short opportunity in USD/JPY. Watch for implied vol spikes in the yen and global fixed income markets. For equities Japanese exporters will remain bid ($TM $SONY) but domestic financials face risk if JPY intervention reverses bond yields. Stay nimble. Part 3/3 📄 Read the full analysis: This is my opinion. Not financial advice."  
[X Link](https://x.com/Dutch_Brat/status/2019894436008763895)  2026-02-06T22:02Z [---] followers, [--] engagements


"Big Tech's $650B AI spend boosts semis like $NVDA ($185.30 +7.89%). $AMZN ($209.70 -5.77%)'s $200B capex signals robust cloud demand. Watch $AMD ($207.59 +7.89%) & $TSM ($16.43 +3.65%) supply chain dynamics. Overinvestment risk looms; focus on diversified plays as AI growth faces cyclical headwinds by [----]. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020045067101073692 https://twitter.com/i/web/status/2020045067101073692"  
[X Link](https://x.com/Dutch_Brat/status/2020045067101073692)  2026-02-07T08:00Z [---] followers, [--] engagements


"China's stablecoin ban throttles crypto adoption in a key market. Hits global stablecoin issuers like $USDT impacting liquidity. Watch for capital flight to decentralized alternatives and bearish pressure on crypto-linked equities like $COIN ($165.20 +13.16%). This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020075327108563048 https://twitter.com/i/web/status/2020075327108563048"  
[X Link](https://x.com/Dutch_Brat/status/2020075327108563048)  2026-02-07T10:01Z [---] followers, [--] engagements


"Potential peace talks on Ukraine could pressure defense stocks like $LMT ($628.90 +3.25%) $NOC as demand for arms moderates. Watch for reallocations to industrials or emerging markets on geopolitical stability. Short-term volatility likely; long-term fundamentals remain key. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020090238417195065 https://twitter.com/i/web/status/2020090238417195065"  
[X Link](https://x.com/Dutch_Brat/status/2020090238417195065)  2026-02-07T11:00Z [---] followers, [--] engagements


"Iran's threat escalates Middle East tensions risking oil supply disruptions. Brent crude spikes likely; energy equities ($XLE ($53.17 +1.99%)) could outperform. Watch for inflationary pressure Fed hawkishness may persist. Long energy hedge with gold ($GLD ($4965.40 +0.00%)). This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020195950820569567 https://twitter.com/i/web/status/2020195950820569567"  
[X Link](https://x.com/Dutch_Brat/status/2020195950820569567)  2026-02-07T18:00Z [---] followers, [--] engagements


"The News 📰: Elon Musk fused SpaceX with xAI into a $1.25T behemoth solidifying SpaceX's role beyond launch services into AI-driven space & defense tech. This positions Musk as a contender for trillionaire status but it signals broader shifts in the space economy & AI integration. Part 1/3"  
[X Link](https://x.com/Dutch_Brat/status/2020256450543534083)  2026-02-07T22:00Z [---] followers, [--] engagements


"Market Impact ➡: The merger could reprice private valuations across aerospace & AI sectors. Public peers like $RKLB and $BA ($243.11 +2.64%) may see asymmetric sentiment shiftspositive for companies with defense contracts risk for those with commoditized launch services. Watch the AI-hype premium in space-tech ETFs. Part 2/3 https://twitter.com/i/web/status/2020256451764130245 https://twitter.com/i/web/status/2020256451764130245"  
[X Link](https://x.com/Dutch_Brat/status/2020256451764130245)  2026-02-07T22:00Z [---] followers, [---] engagements


"Our Take 🧐: This deal isn't just about Muskit could alter capital flows into defense & AI with implications for sectors tied to national security budgets. Long-term tailwinds for dual-use tech; short term expect volatility in space/AI names as markets recalibrate growth narratives. Part 3/3 📄 Read the full analysis: This is my opinion. Not financial advice. https://dutchbrat.com/articlesdeep-dive-2026-02-07-elon-musk-wants-to-be-a-trillionaire-heres-how-spa https://dutchbrat.com/articlesdeep-dive-2026-02-07-elon-musk-wants-to-be-a-trillionaire-heres-how-spa"  
[X Link](https://x.com/Dutch_Brat/status/2020256453072724337)  2026-02-07T22:00Z [---] followers, [--] engagements


"Central banks' record gold purchases signal strong long-term demand especially below $4700 close to cost basis. Higher rates may cap upside near-term but dips are buyable. $GLD ($4965.40 +0.00%) could see inflows as inflation hedging regains traction amid global policy shifts. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020407418685886537 https://twitter.com/i/web/status/2020407418685886537"  
[X Link](https://x.com/Dutch_Brat/status/2020407418685886537)  2026-02-08T08:00Z [---] followers, [--] engagements


"$MSFT ($400.38 +1.79%)'s $625B AI flywheel underscores hyperscale AI's monetization potential. Cloud dominance boosts margins but rivals like $GOOGL ($322.44 -2.62%) $AMZN ($209.70 -5.77%) intensify pricing pressure. Watch enterprise IT budgets; recession risks could temper AI expansion. Long-term secular upside. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020437619876778177 https://twitter.com/i/web/status/2020437619876778177"  
[X Link](https://x.com/Dutch_Brat/status/2020437619876778177)  2026-02-08T10:00Z [---] followers, [--] engagements


"Alphabet's $GOOGL ($322.44 -2.62%) AI capex surge reinforces leadership vs. peers like $MSFT ($400.38 +1.79%). Signals robust cloud/AI demand boosting semis ($NVDA ($185.30 +7.89%) $AMD ($207.59 +7.89%)). Watch for margin compression short term but long-term moat deepens. Consider overweighting AI-exposed equities. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020452725368987803 https://twitter.com/i/web/status/2020452725368987803"  
[X Link](https://x.com/Dutch_Brat/status/2020452725368987803)  2026-02-08T11:00Z [---] followers, [--] engagements


"Ramped military activity signals potential surge in defense budgets; watch $LMT ($628.90 +3.25%) $NOC $RTX ($198.56 +1.37%) for upside. Energy markets may tighten on Middle East escalation riskbullish for $XOM ($149.04 +2.10%) $CVX ($180.88 +0.98%). Volatility expected; hedge with gold or $GLD ($4965.40 +0.00%). Monitor geopolitical spillovers. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020558439391416472 https://twitter.com/i/web/status/2020558439391416472"  
[X Link](https://x.com/Dutch_Brat/status/2020558439391416472)  2026-02-08T18:00Z [---] followers, [--] engagements


"The News 📰: Big Tech's $660bn AI splurge signals a paradigm shift. Major players ($AAPL ($276.90 +0.44%) $MSFT ($400.38 +1.79%) $GOOGL ($322.44 -2.62%) $NVDA ($185.30 +7.89%)) are weighing how to fund this capex surgethrough cutting buybacks/dividends using cash reserves or issuing debt. This marks the largest coordinated capital deployment since the cloud race a decade ago. Part 1/3 https://twitter.com/i/web/status/2020618880184353087 https://twitter.com/i/web/status/2020618880184353087"  
[X Link](https://x.com/Dutch_Brat/status/2020618880184353087)  2026-02-08T22:00Z [---] followers, [---] engagements


"Market Impact ➡: Near-term reallocating resources could pressure EPS growth and shareholder returns potentially weighing on multiples. But the second-order effects are key: supply chain beneficiaries ($TSM ($16.43 +3.65%) $ASML ($1407.90 +4.41%)) and hyperscalers' pricing power could re-rate higher. Watch for repricing in AI-adjacent equities as the TAM narrative expands. Part 2/3 https://twitter.com/i/web/status/2020618881375600765 https://twitter.com/i/web/status/2020618881375600765"  
[X Link](https://x.com/Dutch_Brat/status/2020618881375600765)  2026-02-08T22:00Z [---] followers, [--] engagements


"China's push to cut US Treasury exposure risks higher yields as demand wanes. $TLT ($87.10 -0.39%) under pressure rate-sensitive sectors like REITs vulnerable. Watch USD for potential weakness boosting EM equities. Favor short-duration bonds diversified FX hedges. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020769855360667737 https://twitter.com/i/web/status/2020769855360667737"  
[X Link](https://x.com/Dutch_Brat/status/2020769855360667737)  2026-02-09T08:00Z [---] followers, [--] engagements


"Takaichi's win boosts fiscal stimulus expectations favoring defense & AI sectors. $6758 (Sony) & $8035 (Tokyo Electron) could see AI-driven tailwinds. Defense plays like $7011 (Mitsubishi Heavy) may rally. Broader Nikkei upside likely; overweight Japan. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020799903211868409 https://twitter.com/i/web/status/2020799903211868409"  
[X Link](https://x.com/Dutch_Brat/status/2020799903211868409)  2026-02-09T10:00Z [---] followers, [--] engagements


"Stellantis' 22BN write-down signals overcapacity and waning profitability in EVs. $STLA bearish suppliers vulnerable. Watch for policy shifts or subsidies to reignite demand. Short EV-heavy auto stocks; favor legacy names diversifying into hybrids. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020882996157390977 https://twitter.com/i/web/status/2020882996157390977"  
[X Link](https://x.com/Dutch_Brat/status/2020882996157390977)  2026-02-09T15:30Z [---] followers, [--] engagements


""🔥 Commodities surge as crypto stumblesvolatility spikes" 🟢 BULLISH 🐂 📈 📊 EU Close Market Briefing 📊 Commodities showing strength (+2.8%) 🪙 Crypto showing weakness (-2.0%) 💡 Momentum building across commodities 🔍 Dive deeper into the data #MarketAnalysis #Investing #BullMarket #RiskOn #Finance 📊 Chart attached 👇 https://www.dutchbrat.com/briefingsbriefing_id=434 https://www.dutchbrat.com/briefingsbriefing_id=434"  
[X Link](https://x.com/Dutch_Brat/status/2020897346234540288)  2026-02-09T16:27Z [---] followers, [--] engagements


"Jan payrolls & CPI doubleheader may amplify volatility. Strong payrolls could solidify Fed tightening; soft CPI might ease rate hike fears. Watch $SPY ($6966.24 +0.55%) for sensitivity to rate expectations and $TLT ($87.32 -0.14%) for bond market reactionkey hedging instruments. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020920785330745639 https://twitter.com/i/web/status/2020920785330745639"  
[X Link](https://x.com/Dutch_Brat/status/2020920785330745639)  2026-02-09T18:00Z [---] followers, [---] engagements


"Meta's AI spending leak pressures margins favoring hardware plays over platforms. $NVDA ($190.80 +2.97%) and $AMD ($216.46 +3.91%) benefit from pick-and-shovel demand. $META ($682.57 +3.22%) faces margin scrutiny. Long chipmakers cautious on platform-heavy AI bets. Crypto-linked stocks face new volatility. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020950965784805694 https://twitter.com/i/web/status/2020950965784805694"  
[X Link](https://x.com/Dutch_Brat/status/2020950965784805694)  2026-02-09T20:00Z [---] followers, [--] engagements


""🔥 Commodities surge crypto climbswhat's fueling the moves" ⚪ NEUTRAL 😐 ➡ 📊 US Close Market Briefing 📊 Commodities showing strength (+1.7%) 🪙 Crypto showing strength (+0.7%) 💡 Momentum building across commodities 🔍 Dive deeper into the data #MarketAnalysis #Investing #Consolidation #RangeTrading #Finance 📊 Chart attached 👇 https://www.dutchbrat.com/briefingsbriefing_id=435 https://www.dutchbrat.com/briefingsbriefing_id=435"  
[X Link](https://x.com/Dutch_Brat/status/2020966342233358485)  2026-02-09T21:01Z [---] followers, [--] engagements


"ByteDance's AI leap boosts $KWEB catalyzing sentiment in China's tech. Policy tailwinds (AI prioritization) and rising adoption likely fuel media/app stocks. Watch $BIDU $TCEHY for spillover. Valuation risks persist; focus on quality AI plays. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020981353454428515 https://twitter.com/i/web/status/2020981353454428515"  
[X Link](https://x.com/Dutch_Brat/status/2020981353454428515)  2026-02-09T22:01Z [---] followers, [---] engagements


"The News 📰: Gold has surged to $5k per ounce with silver following suit. The catalyst Persistent macro uncertaintyrising geopolitical tensions central bank demand and inflationary concerns are driving "hard asset" flows. These moves now eclipse historical highs signaling investors' search for safer havens amidst volatility. Part 1/3"  
[X Link](https://x.com/Dutch_Brat/status/2020981547482907053)  2026-02-09T22:02Z [---] followers, [--] engagements


"Market Impact ➡: Beyond typical safe-haven demand this is a liquidity signal. Gold miners ($GDX ($102.91 +5.80%)) and silver ETFs ($SLV ($75.47 +7.66%)) are catching bids but also watch broader implications: a sustained gold rally pressures central bank credibility on inflation control. Bond market dislocations and FX volatility could intensify as real rates diverge further. Part 2/3 https://twitter.com/i/web/status/2020981548703482123 https://twitter.com/i/web/status/2020981548703482123"  
[X Link](https://x.com/Dutch_Brat/status/2020981548703482123)  2026-02-09T22:02Z [---] followers, [--] engagements


"Our Take 🧐: This is a durable regime shift favoring commodities over financial assets driven by structural macro themes like de-dollarization and energy-linked inflation. Allocate selectively: miners with low AISC (all-in sustaining costs) and strong balance sheets like $NEM ($120.39 +4.60%) or diversified inflation hedgesgold and silver aren't just a trade; they're becoming policy hedges. Part 3/3 📄 Read the full analysis: This is my opinion. Not financial advice. https://dutchbrat.com/articlesdeep-dive-2026-02-09-gold-prices-rise-to-5k-silver-surges-after-whipsaw"  
[X Link](https://x.com/Dutch_Brat/status/2020981550087569743)  2026-02-09T22:02Z [---] followers, [--] engagements


"Escalation over Taiwan raises risk premium on semis like $TSM ($16.73 +1.82%). Supply chain disruptions could pressure $AAPL ($273.19 -1.77%) margins. Defense stocks ($LMT ($637.90 +2.23%) $NOC) may gain amid heightened tensions. Watch yuan volatility and capital flows for broader EM impact. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021117088010547309 https://twitter.com/i/web/status/2021117088010547309"  
[X Link](https://x.com/Dutch_Brat/status/2021117088010547309)  2026-02-10T07:00Z [---] followers, [--] engagements


"Big Tech carve-out from chip tariffs could bolster margins for $AAPL ($273.15 -0.46%) $MSFT ($414.90 +0.34%) and $GOOGL ($324.09 +0.01%). Positive for semis like $NVDA ($190.93 +0.55%) $AMD ($216.40 +0.28%) as demand stabilizes. Watch for geopolitical risks and potential retaliation; sector remains sensitive to supply chain shocks. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021162535819317503 https://twitter.com/i/web/status/2021162535819317503"  
[X Link](https://x.com/Dutch_Brat/status/2021162535819317503)  2026-02-10T10:01Z [---] followers, [--] engagements


"China reducing UST holdings could pressure yields higher challenging risk assets and U.S. borrowing costs. Watch $TLT ($87.67 +0.29%) for downside risk. Opportunity in short-duration bonds or inflation-protected securities as an offset to rising rates. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021177594549256382 https://twitter.com/i/web/status/2021177594549256382"  
[X Link](https://x.com/Dutch_Brat/status/2021177594549256382)  2026-02-10T11:01Z [---] followers, [--] engagements


"$UPWK's AI-driven margin expansion reflects transformative efficiency in freelance platforms. As AI adoption surges expect broader sector re-ratings. Watch commoditized labor markets; potential wage pressures could shift regulatory landscapes. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021245553128964148 https://twitter.com/i/web/status/2021245553128964148"  
[X Link](https://x.com/Dutch_Brat/status/2021245553128964148)  2026-02-10T15:31Z [---] followers, [--] engagements


""⛓ Crypto & commodities falterwhats dragging markets down" ⚪ NEUTRAL 😐 ➡ 📊 EU Close Market Briefing 📊 Commodities showing weakness (-1.4%) 🪙 Crypto showing weakness (-1.3%) 💡 Pressure mounting in commodities 📈 Read the full briefing #MarketAnalysis #Investing #Consolidation #RangeTrading #Finance 📊 Chart attached 👇 https://www.dutchbrat.com/briefingsbriefing_id=438 https://www.dutchbrat.com/briefingsbriefing_id=438"  
[X Link](https://x.com/Dutch_Brat/status/2021259800256889271)  2026-02-10T16:27Z [---] followers, [--] engagements


"Revoking EPA's endangerment finding could weaken renewable energy incentives benefiting fossil fuels short term. Utilities reliant on green tech may face headwinds. Long-term ESG flows to renewables like $TSLA $NEE may slow creating buy-the-dip opportunities. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021314819521982961 https://twitter.com/i/web/status/2021314819521982961"  
[X Link](https://x.com/Dutch_Brat/status/2021314819521982961)  2026-02-10T20:06Z [---] followers, [--] engagements


"Yuan strength signals China's strategic shift away from $USD assets. De-dollarization accelerates; bearish for $DXY bullish for EMFX. Watch commodities: stronger yuan may boost demand for metals like copper ($FCX) as China's purchasing power rises. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021343482497908837 https://twitter.com/i/web/status/2021343482497908837"  
[X Link](https://x.com/Dutch_Brat/status/2021343482497908837)  2026-02-10T22:00Z [---] followers, [--] engagements


"Surging global conflict fuels defense stocks ($LMT $RTX) but risks EM equity selloff. Energy ($XOM $CVX) may rally on supply shocks. Watch USD strength as safe-haven flows intensify. Tactical short on EM ETFs; long defense & energy for hedging. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021358715970920958 https://twitter.com/i/web/status/2021358715970920958"  
[X Link](https://x.com/Dutch_Brat/status/2021358715970920958)  2026-02-10T23:00Z [---] followers, [--] engagements


"Potential Ukraine peace deal could ease European energy concerns pressuring natural gas ($UNG) and crude ($USO). Defense stocks ($LMT $NOC) may face headwinds on reduced conflict risk. Watch EU equities; peace may bolster growth sentiment. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021494604277702926 https://twitter.com/i/web/status/2021494604277702926"  
[X Link](https://x.com/Dutch_Brat/status/2021494604277702926)  2026-02-11T08:00Z [---] followers, [--] engagements


"Indonesia's nickel output cut tightens supply boosting prices amid EV demand surge. Positive for $TSLA supply chain but risks profit pressure on battery makers. Watch miners like $VALE for upside; nickel-dependent tech could face margin headwinds. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021539800801517873 https://twitter.com/i/web/status/2021539800801517873"  
[X Link](https://x.com/Dutch_Brat/status/2021539800801517873)  2026-02-11T11:00Z [---] followers, [--] engagements


"China's Treasury selloff highlights de-dollarization risks. Rising yields pressure $TLT while USD hegemony faces long-term threats. Short-duration bonds safer; watch gold ($GLD) and yuan stability as hedges. EM debt may gain appeal in reserve shifts. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021607721091359228 https://twitter.com/i/web/status/2021607721091359228"  
[X Link](https://x.com/Dutch_Brat/status/2021607721091359228)  2026-02-11T15:30Z [---] followers, [--] engagements


"Asia outpacing US/EU reflects robust policy tailwinds resilient consumer demand and supply chain shifts. EM inflows rising; long $TSM $BABA on tech dominance. EU/US risk losing capital flows; overweight Asia equities underweight developed markets. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021645640959173064 https://twitter.com/i/web/status/2021645640959173064"  
[X Link](https://x.com/Dutch_Brat/status/2021645640959173064)  2026-02-11T18:00Z [---] followers, [--] engagements


"$BTC's sell wall at $70k reveals miner capitulation with 90k BTC ($6.3B) offloaded in 72hrs. Supply shock signals rational deleveraging. Short-term bearish; watch $59.8k support. Long-term buyers may eye accumulation post-volatility. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/2021675803885310463)  2026-02-11T20:00Z [---] followers, [--] engagements


"$CSLLY's 81% profit drop signals execution risks in strategic pivot. Margins under pressure; peers may capitalize on CSL's repositioning. Monitor sector for M&A activity as smaller players could exploit CSL's focus shift. Cautious near-term on $CSLLY. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021705880383697123 https://twitter.com/i/web/status/2021705880383697123"  
[X Link](https://x.com/Dutch_Brat/status/2021705880383697123)  2026-02-11T22:00Z [---] followers, [--] engagements


"FBI probe on GA [----] election irregularities may amplify policy focus on election tech. Potential tailwind for blockchain-based voting firms. Monitor $VOTE $BLCK. Political uncertainty could pressure consumer sentiment impacting $XRT. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/2021721146136076384)  2026-02-11T23:00Z [---] followers, [--] engagements


"Anthropic's $20B raise signals intensifying capital flows into AI amid waning VC appetite elsewhere. $NVDA $MSFT likely beneficiaries via ecosystem demand. Elevated valuations may strain returns; caution on AI bubble risk as rates remain high. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021887201760411892 https://twitter.com/i/web/status/2021887201760411892"  
[X Link](https://x.com/Dutch_Brat/status/2021887201760411892)  2026-02-12T10:00Z [---] followers, [--] engagements


"Schroders' 25% profit surge bolsters valuation appeal; Nuveen offer highlights consolidation trend in asset mgmt. If merger proceeds scale synergies could pressure smaller players. Long $SDR.L on growth M&A premium; watch for sector-wide re-rating. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021970320098251219 https://twitter.com/i/web/status/2021970320098251219"  
[X Link](https://x.com/Dutch_Brat/status/2021970320098251219)  2026-02-12T15:31Z [---] followers, [--] engagements


"Microsoft's ($MSFT) AI warning signals potential labor market upheaval. Automation benefits cloud robotics and software firms but risks consumer spending dips. Long $MSFT $NVDA and $GOOGL on AI infra; cautious on discretionary sectors. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022038237435285995 https://twitter.com/i/web/status/2022038237435285995"  
[X Link](https://x.com/Dutch_Brat/status/2022038237435285995)  2026-02-12T20:00Z [---] followers, [--] engagements


"Anthropic's $380B valuation reflects AI bubble risk. Elevated private funding pressures public AI stocks ($MSFT ($401.91 -0.53%) $NVDA ($187.77 -1.12%)). Watch for multiple contraction in frothy tech sectors as rates rise; diversify into undervalued cyclicals or defensives. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022068285152415922 https://twitter.com/i/web/status/2022068285152415922"  
[X Link](https://x.com/Dutch_Brat/status/2022068285152415922)  2026-02-12T22:00Z [---] followers, [--] engagements


"Raising the target to 2.5-3.5% could steepen the yield curve as long-term inflation expectations rise. Growth stocks like $AAPL ($260.59 -0.38%) may face valuation pressure while real assets and TIPS gain appeal. Favor energy and industrials for inflation hedges. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022332565625971056 https://twitter.com/i/web/status/2022332565625971056"  
[X Link](https://x.com/Dutch_Brat/status/2022332565625971056)  2026-02-13T15:30Z [---] followers, [--] engagements


""⚡ Crypto surges 6.3% as volatility grips US markets" ⚪ NEUTRAL 😐 ➡ 📊 US Close Market Briefing 🪙 Crypto showing strength (+6.3%) 📊 Commodities showing strength (+0.5%) 💡 Momentum building across crypto 💡 Discover what's driving markets #MarketAnalysis #Investing #Consolidation #RangeTrading #Finance 📊 Chart attached 👇 https://www.dutchbrat.com/briefingsbriefing_id=450 https://www.dutchbrat.com/briefingsbriefing_id=450"  
[X Link](https://x.com/Dutch_Brat/status/2022416009127137286)  2026-02-13T21:02Z [---] followers, [--] engagements


"Productivity gains from AI adoption could drive margin expansion across sectors. Watch $MSFT & $GOOGL as key enablers. Labor cost pressures may ease but Fed could view higher growth as inflationaryrisk of tighter policy looms. Balance growth vs rate risk. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022928957180391883 https://twitter.com/i/web/status/2022928957180391883"  
[X Link](https://x.com/Dutch_Brat/status/2022928957180391883)  2026-02-15T07:00Z [---] followers, [--] engagements


"Surging household spend boosts retail stocks like $JBH $WES. Rate hike bets may pressure REITs & housing ($GPT). Consumer discretionary outperformance likely short-term but watch for margin compression in '24 as borrowing costs rise. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1996670979527835924)  2025-12-04T20:00Z [---] followers, [--] engagements


"Hints at earlier rate hikes signal yen strengthening pressuring Japanese exporters. $DXJ ($4858.00 +0.31%) could underperform while $EWJ gains on domestic resilience. Watch global bond yields; a policy shift could ripple through carry trades and EM debt markets. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2012072444006224142 https://twitter.com/i/web/status/2012072444006224142"  
[X Link](https://x.com/Dutch_Brat/status/2012072444006224142)  2026-01-16T08:00Z [---] followers, [--] engagements


"China's curbs on HFT disrupt market liquidity likely pressuring firms reliant on speed arbitrage. $CITIC $HUYA may face volatility. Global peers like $MKTX $ICE could gain as flows shift abroad. Watch for structural changes in trading volumes. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2012299018454307259 https://twitter.com/i/web/status/2012299018454307259"  
[X Link](https://x.com/Dutch_Brat/status/2012299018454307259)  2026-01-16T23:00Z [---] followers, [--] engagements


"Paramount Skydance's higher bid and Netflix's certainty offer could set $WBD ($26.90 -0.88%) as a key battleground for streaming dominance. Consolidation drives content synergies but risks over-leverage. Watch $NFLX ($79.82 -0.01%) and $PARA for valuation shifts amid bidding war. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019169223285617028 https://twitter.com/i/web/status/2019169223285617028"  
[X Link](https://x.com/Dutch_Brat/status/2019169223285617028)  2026-02-04T22:00Z [---] followers, [---] engagements


"Snap election risks Yen crash if Takaichi wins. Break of [------] could trigger BOJ intervention at [---]. $DXJ ($4983.00 +1.18%) hedges Japan equity exposure while $FXY longs benefit from risk-off. Watch USD strength spillover impacting EM FX & global carry trades. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019682651569795529 https://twitter.com/i/web/status/2019682651569795529"  
[X Link](https://x.com/Dutch_Brat/status/2019682651569795529)  2026-02-06T08:00Z [---] followers, [--] engagements


"China's export ban reshapes supply chains; tungsten scarcity boosts non-Chinese miners. $MP ($56.07 -0.45%) $LAC and $ALB ($104.50 +0.00%) poised to gain as nations diversify. Expect higher input costs for industrials & defense; inflationary pressures likely persist. Long miners short reliant sectors. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2019863871838621879 https://twitter.com/i/web/status/2019863871838621879"  
[X Link](https://x.com/Dutch_Brat/status/2019863871838621879)  2026-02-06T20:00Z [---] followers, [---] engagements


"$TTWO ($195.12 +1.30%)'s GTA [--] launch targets a multi-year engagement cycle. Recurring digital sales could boost EBITDA margins. Current valuation implies [----] revenue growth; upside hinges on execution. Consider call spreads for upside exposure but watch for delays. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020158497481019732 https://twitter.com/i/web/status/2020158497481019732"  
[X Link](https://x.com/Dutch_Brat/status/2020158497481019732)  2026-02-07T15:31Z [---] followers, [---] engagements


"Gold hitting $5k signals inflation fears & distrust in fiat. Silvers rally suggests retail/speculative influx. Watch miners like $NEM ($116.44 +7.33%) $WPM for leverage. Dollar weakness likely; bearish for bonds bullish for real assets & EM. Reassess portfolio hedges. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020754846802931740 https://twitter.com/i/web/status/2020754846802931740"  
[X Link](https://x.com/Dutch_Brat/status/2020754846802931740)  2026-02-09T07:01Z [---] followers, [--] engagements


"Samsung's HBM4 production accelerates AI infrastructure growth. $SSNLF's 6.4% rally reflects market optimism. Competitive edge vs $MU ($381.60 -3.25%) $NVDA ($183.54 -0.91%) in AI chips. Long-term tailwind for memory sector; bullish on suppliers tied to AI demand. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020815100039295484 https://twitter.com/i/web/status/2020815100039295484"  
[X Link](https://x.com/Dutch_Brat/status/2020815100039295484)  2026-02-09T11:00Z [---] followers, [---] engagements


"China reducing $UST exposure pressures yields higher spurring volatility. $TLT ($87.30 -0.16%) under threat; risk-off sentiment could deepen. Watch FX: USD strength may wane. EM debt at risk as capital flows shift. Tactical short Treasuries but hedge geopolitical risk. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2020996270496579751 https://twitter.com/i/web/status/2020996270496579751"  
[X Link](https://x.com/Dutch_Brat/status/2020996270496579751)  2026-02-09T23:00Z [---] followers, [---] engagements


"Commodities surge signals inflationary pressure lifting energy/materials stocks. $XOM ($151.41 +0.19%) $BHP poised to benefit on supply-demand imbalance. Global equities rebound suggests risk-on sentiment; tech lagging amid cost pressures. Rotate into cyclicals/commodities. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021132281423728722 https://twitter.com/i/web/status/2021132281423728722"  
[X Link](https://x.com/Dutch_Brat/status/2021132281423728722)  2026-02-10T08:01Z [---] followers, [--] engagements


"$NVCR's 30% surge underscores FDA approval's transformative potential for pancreatic cancer treatment. Strengthens competitive moat in oncology devices. Could lift sentiment across biotech; watch $XBI. Valuation spike may invite profit-takingmonitor closely. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2021902227191824497 https://twitter.com/i/web/status/2021902227191824497"  
[X Link](https://x.com/Dutch_Brat/status/2021902227191824497)  2026-02-12T11:00Z [---] followers, [--] engagements


"Anthropic's $30B raise at a $380B valuation highlights surging AI capital allocation. Valuations imply aggressive growth; risk of overextension grows. Long $NVDA ($187.66 -1.18%) $AMD ($206.90 -3.08%) for AI chip demand but cautiously monitor AI bubble risk in private valuations. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022083509691596930 https://twitter.com/i/web/status/2022083509691596930"  
[X Link](https://x.com/Dutch_Brat/status/2022083509691596930)  2026-02-12T23:00Z [---] followers, [--] engagements


"Existing Home Sales miss (-8.4%) & Cisco ($CSCO ($74.64 -12.71%)) slump signal broader demand weakness. ES waterfall (-143pts) & VIX spike (+18%) point to heightened volatility. De-risking evident; consider cash-heavy positioning or short exposure to cyclicals. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022204129255235866 https://twitter.com/i/web/status/2022204129255235866"  
[X Link](https://x.com/Dutch_Brat/status/2022204129255235866)  2026-02-13T07:00Z [---] followers, [--] engagements


"Stricter China-linked material limits tighten tax credit access favoring domestic suppliers. $ENPH $SEDG may face cost pressures; US-based firms like $FSLR could gain. Supply chain shifts may delay projects boosting inflationary risks. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022219306285646061 https://twitter.com/i/web/status/2022219306285646061"  
[X Link](https://x.com/Dutch_Brat/status/2022219306285646061)  2026-02-13T08:00Z [---] followers, [---] engagements


"Taiwan's AI-driven growth outlook bolstered by a US trade deal strengthens semis. $TSM ($17.12 +0.00%) likely to benefit as chip demand surges. Watch supply chains; potential geopolitical risks could elevate volatility. Long semis but hedge with Asia ex-Taiwan exposure. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022249551013286001 https://twitter.com/i/web/status/2022249551013286001"  
[X Link](https://x.com/Dutch_Brat/status/2022249551013286001)  2026-02-13T10:00Z [---] followers, [--] engagements


"US CPI at 2.4% eases Fed pressure but risks mispricing rate cuts. Labor market resilience keeps a [----] hike plausible. Bullish for duration assets; $SPX ($6845.56 +0.20%) upside capped as disinflation hits pricing power. Rotate into bonds defensive equities over growth. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022400649472729130 https://twitter.com/i/web/status/2022400649472729130"  
[X Link](https://x.com/Dutch_Brat/status/2022400649472729130)  2026-02-13T20:01Z [---] followers, [--] engagements


"Pentagon's "military-linked" misstep spiked $BABA volatility. Geopolitical risk premium in Chinese ADRs surging impacting $BIDU $TCEHY. Short-term noise but long-term investors should assess U.S.-China tensions' drag on valuations and access. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022430830887350646 https://twitter.com/i/web/status/2022430830887350646"  
[X Link](https://x.com/Dutch_Brat/status/2022430830887350646)  2026-02-13T22:00Z [---] followers, [---] engagements


"The News 📰: The US has greenlit oil majors to resume operations & investments in Venezuela aiming to stabilize global energy markets and reduce dependence on high-risk suppliers. This marks a major geopolitical shift as sanctions ease after years of isolation unlocking one of the world's largest oil reserves. Part 1/3"  
[X Link](https://x.com/Dutch_Brat/status/2022431121942643157)  2026-02-13T22:02Z [---] followers, [--] engagements


"Market Impact ➡: Near-term this could weigh on oil prices as new supply prospects improve. Watch Brent/WTI spreads and oil-sensitive equities like $XOM ($148.52 -0.87%) $CVX ($183.50 +0.66%) and $SLB for reaction. Longer-term increased Venezuelan output could pressure OPEC+ discipline and dilute their pricing power creating ripple effects for sovereigns like Saudi Arabia and Russia. Part 2/3 https://twitter.com/i/web/status/2022431123096109400 https://twitter.com/i/web/status/2022431123096109400"  
[X Link](https://x.com/Dutch_Brat/status/2022431123096109400)  2026-02-13T22:02Z [---] followers, [--] engagements


"Our Take 🧐: Strategically this move benefits US majors$XOM ($148.52 -0.87%) $CVX ($183.50 +0.66%)as they hold legacy assets in Venezuela with high production potential once rehabilitated. Risk lies in execution (infrastructure decay political instability). Separately EM debt investors should re-evaluate Venezuelan bonds if oil revenues revive fiscal capacity. Stay cautious on crude-heavy ETFs near-term. Part 3/3 📄 Read the full analysis: This is my opinion. Not financial advice. https://dutchbrat.com/articlesdeep-dive-2026-02-13-us-allows-oil-majors-to-broadly-operate-in-venezue"  
[X Link](https://x.com/Dutch_Brat/status/2022431124610277431)  2026-02-13T22:02Z [---] followers, [--] engagements


"US scrutiny of $BABA $BYDDY escalates geopolitical risk premium. Potential sanctions or restrictions could dampen foreign investment in Chinese equities. Diversify Asia exposure to India Vietnambeneficiaries of supply chain shifts. Monitor retaliatory moves. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022445888409403790 https://twitter.com/i/web/status/2022445888409403790"  
[X Link](https://x.com/Dutch_Brat/status/2022445888409403790)  2026-02-13T23:00Z [---] followers, [--] engagements


"US ATACMS near China heightens regional risk. Defense stocks like $LMT ($653.13 +2.48%) $RTX ($200.20 -0.42%) could rally on procurement optimism. Supply chain exposure in Asia may pressure $AAPL $TSLA. Monitor commodity volatility; energy prices may spike on conflict fears. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022566715238822194 https://twitter.com/i/web/status/2022566715238822194"  
[X Link](https://x.com/Dutch_Brat/status/2022566715238822194)  2026-02-14T07:00Z [---] followers, [--] engagements


"China aiding Russia heightens U.S.-China tensions risking tech export restrictions. $SMH ($407.40 +0.34%) faces supply chain headwinds while defense stocks like $LMT ($653.13 +2.48%) may rally on elevated geopolitical risk. Energy markets could see renewed volatilitylong crude. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022611927675892029 https://twitter.com/i/web/status/2022611927675892029"  
[X Link](https://x.com/Dutch_Brat/status/2022611927675892029)  2026-02-14T10:00Z [---] followers, [--] engagements


"Russia's digital clampdown limits Western tech like $GOOGL (YouTube) & $META (WhatsApp) accelerating local tech isolation. Watch Yandex & VKontakte for potential state capital infusions but rising operational risks deter foreign investors. Avoid exposure. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022627125396640013 https://twitter.com/i/web/status/2022627125396640013"  
[X Link](https://x.com/Dutch_Brat/status/2022627125396640013)  2026-02-14T11:00Z [---] followers, [--] engagements


"Europe's nuclear pivot may signal rising defense budgets amid strategic autonomy. Defense stocks like $RTX ($200.20 -0.42%) and $LMT ($653.13 +2.48%) could benefit. Watch for increased EU fiscal strain potential euro volatility and geopolitical risk premiums in bond markets. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022732634892161230 https://twitter.com/i/web/status/2022732634892161230"  
[X Link](https://x.com/Dutch_Brat/status/2022732634892161230)  2026-02-14T18:00Z [---] followers, [--] engagements


"$65bn loss reflects overestimated EV adoption curve. Policy uncertainty and charging infra gaps hinder growth. Hybrid producers like $TM may gain as pivot aligns with consumer practicality. Short $LCID/$RIVN; long diversified autos with hybrid exposure. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022944167064658358 https://twitter.com/i/web/status/2022944167064658358"  
[X Link](https://x.com/Dutch_Brat/status/2022944167064658358)  2026-02-15T08:00Z [---] followers, [--] engagements


"Trump's push for voter ID via SAVE America Act could amplify consumer data security concerns impacting $VRSK and $ACN ($224.39 +1.10%). Long-term stricter ID laws may boost demand for digital ID solutions favoring $OKTA. Watch regulatory risks in tech. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2022989566819393946 https://twitter.com/i/web/status/2022989566819393946"  
[X Link](https://x.com/Dutch_Brat/status/2022989566819393946)  2026-02-15T11:01Z [---] followers, [--] engagements


"$9B in shadow crypto flows highlights evasion of sanctions. Regulatory crackdown likely pressuring privacy coins like Monero. Increased KYC/AML enforcement could hit centralized exchanges. Watch for decentralized finance (DeFi) resilience. $BLOK $COIN $MARA This is my opinion. Not financial advice. https://twitter.com/i/web/status/1937863719867859194 https://twitter.com/i/web/status/1937863719867859194"  
[X Link](https://x.com/Dutch_Brat/status/1937863719867859194)  2025-06-25T13:21Z [---] followers, [---] engagements


"Regulator suspends soy moratorium raising deforestation concerns. Potential supply chain risks for exporters like $ADM ($59.49 -0.29%) $BG ($79.54 -1.28%) and $CARG ($32.08 -0.96%). Expect price volatility in soy futures; look to short names with Brazil exposure or play long on U.S. soy producers. $SOYB ($22.00 -0.59%) $ADM ($59.49 -0.29%) $BG ($79.54 -1.28%) This is my opinion. Not financial advice. https://twitter.com/i/web/status/1957843278386057463 https://twitter.com/i/web/status/1957843278386057463"  
[X Link](https://x.com/Dutch_Brat/status/1957843278386057463)  2025-08-19T16:33Z [---] followers, [---] engagements


"Evergrande's ($3333.HK) delisting underscores China's property crisis. Contagion risks persist for banks & commodities. Watch iron ore ($RIO) & yuan trends. Short debt-heavy developers long firms in consumer staples as Beijing shifts policy focus. This is my opinion. Not financial advice. https://twitter.com/i/web/status/1960024470338338842 https://twitter.com/i/web/status/1960024470338338842"  
[X Link](https://x.com/Dutch_Brat/status/1960024470338338842)  2025-08-25T17:00Z [---] followers, [--] engagements


"EU protectionism may bolster local steel ($MT $TYEKF) near-term but risks higher input costs for autos ($VOW3.DE) & construction. Watch for margin compression & inflationary spillovers. Long-term tariffs could erode sector competitiveness globally. This is my opinion. Not financial advice. https://twitter.com/i/web/status/1964614789906182509 https://twitter.com/i/web/status/1964614789906182509"  
[X Link](https://x.com/Dutch_Brat/status/1964614789906182509)  2025-09-07T09:00Z [---] followers, [---] engagements


"China's iron ore ban signals broader commodity volatility. Watch $VALE and $RIO for supply chain pivots. Steel margins may compress hitting industrials. Long-term tailwind for scrap recyclers; consider $SCHN as a contrarian play. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1973100649865683026)  2025-09-30T19:00Z [---] followers, [---] engagements


"Berkshire's 10% stake in Mitsui ($MITSY) signals bullishness on Japans trading houses amid commodity volatility. Expect capital inflows into the sector boosting valuations. Long Mitsui; watch for follow-on interest across peers like $ITOCHU $MARUY ($130.44 +0.00%). This is my opinion. Not financial advice. https://twitter.com/i/web/status/1974051900304613378 https://twitter.com/i/web/status/1974051900304613378"  
[X Link](https://x.com/Dutch_Brat/status/1974051900304613378)  2025-10-03T10:00Z [---] followers, [--] engagements


"Samsung's record high signals AI-driven chip demand surge. $SSNLF gains spotlight heightened competition with $NVDA ($192.81 +0.16%) $AMD ($230.39 -0.99%). Memory rebound bolsters margins. Semi-sector ripe for strategic bets; watch supplier pricing power & capex trends. This is my opinion. Not financial advice. https://twitter.com/i/web/status/1976588643251749173 https://twitter.com/i/web/status/1976588643251749173"  
[X Link](https://x.com/Dutch_Brat/status/1976588643251749173)  2025-10-10T10:00Z [---] followers, [---] engagements


"Surging demand for $AAPL ($252.49 +2.07%)'s redesigned iPhone signals stronger ASPs & margins. Extended wait times hint at supply chain challenges but boost pricing power. Competitors like $SSNLF may face share pressure. Bullish for $AAPL ($252.49 +2.07%); consider tech sector exposure. This is my opinion. Not financial advice. https://twitter.com/i/web/status/1979850164786344113 https://twitter.com/i/web/status/1979850164786344113"  
[X Link](https://x.com/Dutch_Brat/status/1979850164786344113)  2025-10-19T10:00Z [---] followers, [--] engagements


"$BYND's 1200% rally is pure speculation not fundamentals. Vegan sector risks credibility as retail mania overshadows real growth metrics. Short interest spikes volatility spilling into peers like $OTLY. Caution on long bets; hedging advisable. This is my opinion. Not financial advice. https://twitter.com/i/web/status/1981005323453305255 https://twitter.com/i/web/status/1981005323453305255"  
[X Link](https://x.com/Dutch_Brat/status/1981005323453305255)  2025-10-22T14:30Z [---] followers, [---] engagements


"China's control over rare earths tightens as German firms reveal supply chain data. EU tech & auto sectors face cost pressures. Watch $BMW.DE & $IFX.DE for margin hits. Long-term: EU may diversify sourcing boosting $LYSCF & other non-China rare earth plays. This is my opinion. Not financial advice. https://twitter.com/i/web/status/1981979184739000375 https://twitter.com/i/web/status/1981979184739000375"  
[X Link](https://x.com/Dutch_Brat/status/1981979184739000375)  2025-10-25T07:00Z [---] followers, [--] engagements


"Lunai's breakthrough in pancreatic cancer therapy could redefine oncology. Positive for biotech ETFs ($IBB) but $LUNAI's scalability and FDA hurdles remain risks. Look for partnerships or acquisitions as majors eye innovative pipelines. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1986705395197374744)  2025-11-07T08:00Z [---] followers, [--] engagements


"U.S.Iran tension risks spiking oil prices. Brent crude could breach $100/barrel boosting $XOM ($117.32 +2.52%) $CVX ($155.38 +1.64%). Watch defense stocks like $LMT ($462.53 -1.32%) $RTX ($177.29 +1.32%) as military spending may surge. Inflationary pressures could weigh on rate-sensitive equities. This is my opinion. Not financial advice. https://twitter.com/i/web/status/1986886526362349712 https://twitter.com/i/web/status/1986886526362349712"  
[X Link](https://x.com/Dutch_Brat/status/1986886526362349712)  2025-11-07T20:00Z [---] followers, [---] engagements


"MediaTek's rally ($2454.TW) reflects AI tailwinds from Google's progress. Bolsters competitive edge vs rivals like Qualcomm ($QCOM ($164.84 -0.01%)). Rising AI demand may lift margins but watch supply chain risks in Taiwan. Broader semi sector gains likely. This is my opinion. Not financial advice. https://twitter.com/i/web/status/1994360764795171248 https://twitter.com/i/web/status/1994360764795171248"  
[X Link](https://x.com/Dutch_Brat/status/1994360764795171248)  2025-11-28T11:00Z [---] followers, [--] engagements


"Google's AI strides boost $2454.TW. MediaTek's reliance on Google's ecosystem means tailwinds for AI-focused semiconductors. Watch $NVDA ($176.93 -1.81%) & $AMD ($217.48 +1.54%) for spillover. Long-term: AI chip demand could strain supply chains benefiting upstream foundries like TSMC ($TSM ($15.57 -0.57%)). This is my opinion. Not financial advice. https://twitter.com/i/web/status/1994496673435779246 https://twitter.com/i/web/status/1994496673435779246"  
[X Link](https://x.com/Dutch_Brat/status/1994496673435779246)  2025-11-28T20:00Z [---] followers, [---] engagements


"Shareholder backlash on U.S.-backed JV risks delaying Tennessee smelter plans. $KRZ ($87567.00 +1.58%) could face prolonged uncertainty impacting North American zinc supply chain. Watch for ripple effects in industrial metals pricing and miner equities like $FCX $SCCO. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2001019782707949602 https://twitter.com/i/web/status/2001019782707949602"  
[X Link](https://x.com/Dutch_Brat/status/2001019782707949602)  2025-12-16T20:01Z [---] followers, [--] engagements


"BOJ rate hike signals end of ultra-loose policy. Yen strength likely ($FXY) weighing on Japanese exporters. Watch $EWJ for rotation into domestic-focused equities. Long-term inflation control could stabilize JGB yields attracting global bond investors. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2001427516129440044 https://twitter.com/i/web/status/2001427516129440044"  
[X Link](https://x.com/Dutch_Brat/status/2001427516129440044)  2025-12-17T23:01Z [---] followers, [--] engagements


"$JHX's 34% drop amid fraud allegations signals heightened legal and regulatory risks. Potential margin pressures if sales issues persist. Monitor sector peers for ripple effects; downside risks rise for leveraged players in the construction supply chain. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2002401396281250169 https://twitter.com/i/web/status/2002401396281250169"  
[X Link](https://x.com/Dutch_Brat/status/2002401396281250169)  2025-12-20T15:31Z [---] followers, [---] engagements


"Ellison's $40bn backing for WBD bid boosts M&A sentiment in media. $WBD ($28.70 +3.42%) could rally on takeover premium; tech-media convergence accelerates. Regulators may scrutinize market dominance pressuring $ORCL ($198.26 +3.34%) & $PARA. Long-term play: streaming consolidation. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2003163855229190629 https://twitter.com/i/web/status/2003163855229190629"  
[X Link](https://x.com/Dutch_Brat/status/2003163855229190629)  2025-12-22T18:00Z [---] followers, [--] engagements


"Colombia's bank tax hike pressures margins and ROE for domestic players like $AVAL ($11.99 -1.72%). Expect credit tightening and weaker loan growth. Regional financials may see capital flight; overweight diversified LatAm banks with lower exposure. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2003918727243280773 https://twitter.com/i/web/status/2003918727243280773"  
[X Link](https://x.com/Dutch_Brat/status/2003918727243280773)  2025-12-24T20:00Z [---] followers, [---] engagements


"The News 📰: Saudi Arabia has now opened its stock market to all foreign investors expanding accessibility beyond its Qualified Foreign Investor program. This move is designed to attract broader foreign capital modernize its financial ecosystem and support diversification under Vision [----]. Tadawul the Saudi exchange has long lagged EM peers in liquidity and foreign participation. Part 1/3 https://twitter.com/i/web/status/2009022570457083972 https://twitter.com/i/web/status/2009022570457083972"  
[X Link](https://x.com/Dutch_Brat/status/2009022570457083972)  2026-01-07T22:01Z [---] followers, [--] engagements


"Market Impact ➡: Key for global EM funds who may rebalance toward Tadawul-listed names. Energy ($2222.SR - Saudi Aramco) and financials dominate the marketforeign flows could bolster valuation multiples here. Second-order effects: pressure on other MENA markets as Saudi absorbs capital flows potential USD inflows as EM-focused passive and active strategies adjust allocations. Part 2/3 https://twitter.com/i/web/status/2009022571648328098 https://twitter.com/i/web/status/2009022571648328098"  
[X Link](https://x.com/Dutch_Brat/status/2009022571648328098)  2026-01-07T22:01Z [---] followers, [--] engagements


"Our Take 🧐: Structurally bullish if paired with transparency reforms. However sustainability hinges on depth of liquidity vs episodic flows (e.g. IPO spikes). Investors should watch for FX stability and fiscal reform alignment; sovereign wealth fund activity ($2222.SR divestitures) could create volatility. Tactical opportunities in banks energy and infra-linked sectors. Part 3/3 📄 Read the full analysis: This is my opinion. Not financial advice. https://dutchbrat.com/articlesdeep-dive-2026-01-07-saudi-arabia-opens-stocks-to-all-foreign-investors"  
[X Link](https://x.com/Dutch_Brat/status/2009022572898263096)  2026-01-07T22:01Z [---] followers, [--] engagements


"Heightened political instability in South Korea may weigh on $KOSPI ($85.16 +0.29%). Foreign outflows likely as geopolitical risk premiums rise. Monitor export-driven sectors like semiconductors ($005930) for volatility amid global supply chain dependencies. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2011332543379853822 https://twitter.com/i/web/status/2011332543379853822"  
[X Link](https://x.com/Dutch_Brat/status/2011332543379853822)  2026-01-14T07:00Z [---] followers, [--] engagements


"The News 📰: Bitcoin ETFs just pulled in $754M in inflows driven by institutions leveraging spot exposure after BTC surged past $95K. This marks a major liquidity shift into crypto signaling broader acceptance of BTC as a macro asset. ETFs are key for scaling access beyond retail. Part 1/3 https://twitter.com/i/web/status/2011559538269258067 https://twitter.com/i/web/status/2011559538269258067"  
[X Link](https://x.com/Dutch_Brat/status/2011559538269258067)  2026-01-14T22:02Z [---] followers, [--] engagements


"Netflix's ($NFLX ($88.51 +0.69%)) all-cash Warner Bros. deal signals aggressive consolidation pressuring $WBD ($28.37 -0.58%) and rivals like $PARA. Capital-intensive strategy may strain $NFLX ($88.51 +0.69%)'s balance sheet while boosting content moat. Long-term streaming margins face scrutiny. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2013635351957426215 https://twitter.com/i/web/status/2013635351957426215"  
[X Link](https://x.com/Dutch_Brat/status/2013635351957426215)  2026-01-20T15:30Z [---] followers, [---] engagements


"USD/IDR spike signals flight from Indonesian assets amid fiscal fears. Watch $EIDO for equity pressure. Commodity exporters may see revenue hits while USD debt-heavy firms face refinancing risks. Regional FX contagion could extend to $MYR $PHP ($103.14 +0.05%). This is my opinion. Not financial advice. https://twitter.com/i/web/status/2013929831222702287 https://twitter.com/i/web/status/2013929831222702287"  
[X Link](https://x.com/Dutch_Brat/status/2013929831222702287)  2026-01-21T11:01Z [---] followers, [---] engagements


""💡 Commodities surge 2.6% crypto rallies 1.8%whats next" ⚪ NEUTRAL 😐 ➡ 📊 EU Close Market Briefing 📊 Commodities showing strength (+2.6%) 🪙 Crypto showing strength (+1.8%) 💡 Momentum building across commodities 💡 Discover what's driving markets #MarketAnalysis #Investing #Consolidation #RangeTrading #Finance 📊 Chart attached 👇 https://www.dutchbrat.com/briefingsbriefing_id=395 https://www.dutchbrat.com/briefingsbriefing_id=395"  
[X Link](https://x.com/Dutch_Brat/status/2015823739842077148)  2026-01-26T16:26Z [---] followers, [--] engagements


"India-EU deal slashing tariffs boosts exporters in autos pharma and IT. $TCS ($0.13 -29.77%) $INFY ($18.41 -0.57%) poised for growth in EU markets. EU luxury goods gain access to India; watch $MC.PA. Trade liberalization could pressure non-treaty competitors. Long exporters. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2016171947260879031 https://twitter.com/i/web/status/2016171947260879031"  
[X Link](https://x.com/Dutch_Brat/status/2016171947260879031)  2026-01-27T15:30Z [---] followers, [--] engagements


"Samsung's profit surge highlights AI-driven memory demand. Signals tightening DRAM/NAND supply benefiting $SSNLF. Watch peers like $MU ($446.63 +2.60%) $WDC for upward pricing power. AI chip tailwinds bolster semi sector; long-term bullish but monitor cyclicality. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2016783563253850335 https://twitter.com/i/web/status/2016783563253850335"  
[X Link](https://x.com/Dutch_Brat/status/2016783563253850335)  2026-01-29T08:00Z [---] followers, [---] engagements


"The News 📰: Gold (-20%) and Silver (-30%) collapsed in a single session wiping out trillions in perceived "safe haven" value. This is unprecedented and signals systemic leverage unwinding. Safe assets don't behave like this unless forced liquidations are at play. Markets are losing trust in traditional hedges. Part 1/3 https://twitter.com/i/web/status/2017357576413888970 https://twitter.com/i/web/status/2017357576413888970"  
[X Link](https://x.com/Dutch_Brat/status/2017357576413888970)  2026-01-30T22:01Z [---] followers, [--] engagements


"Market Impact ➡: Beyond precious metals this ripples into margin calls liquidity crunches and forced selling across asset classes. Expect stress in leveraged funds particularly commodity trading desks & sovereign wealth funds. Watch high-yield credit spreads financials ($JPM ($305.38 -0.31%) $GS ($933.40 -0.70%)) and volatility indices for contagion signals. Part 2/3 https://twitter.com/i/web/status/2017357577579860119 https://twitter.com/i/web/status/2017357577579860119"  
[X Link](https://x.com/Dutch_Brat/status/2017357577579860119)  2026-01-30T22:01Z [---] followers, [--] engagements


"Lukoil's asset sale to Carlyle signals Western capital re-entering energy via distressed Russian divestitures. Watch $CG for deal-driven upside and global oil majors ($XOM ($141.61 +0.85%) $CVX ($176.85 +3.36%)) for M&A ripple effects. Energy equities may see valuation shifts. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2017553717176783076 https://twitter.com/i/web/status/2017553717176783076"  
[X Link](https://x.com/Dutch_Brat/status/2017553717176783076)  2026-01-31T11:01Z [---] followers, [--] engagements


"India's equity tax hike rattles market pressuring $NSEI. Reduced retail flow could dampen liquidity but structural growth drivers remain intact. Watch for oversold opportunities in quality large-caps. FIIs may rotate to safer EMs like Indonesia. This is my opinion. Not financial advice. https://twitter.com/i/web/status/2018021635362599367 https://twitter.com/i/web/status/2018021635362599367"  
[X Link](https://x.com/Dutch_Brat/status/2018021635362599367)  2026-02-01T18:00Z [---] followers, [--] engagements

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