[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @HansFromFinance Hans From Finance Hans From Finance posts on X about liquidity, balance sheet, if you, ai the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1986921934148530176/interactions)  - X Week XXXXXXX +113% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXXX +290% - X Year XXXXXXXXXXX +265% ### Mentions: XX [#](/creator/twitter::1986921934148530176/posts_active)  - X Week XX -XX% - X Month XXX +2,403% - X Months XXX +5,573% - X Year XXX +7,636% ### Followers: XXX [#](/creator/twitter::1986921934148530176/followers)  - X Week XXX +18% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1986921934148530176/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) [travel destinations](/list/travel-destinations) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) **Social topic influence** [liquidity](/topic/liquidity) #2146, [balance sheet](/topic/balance-sheet) #1417, [if you](/topic/if-you), [ai](/topic/ai), [nfl](/topic/nfl), [espn](/topic/espn), [raid](/topic/raid), [crypto](/topic/crypto), [debt](/topic/debt), [meta](/topic/meta) **Top accounts mentioned or mentioned by** [@deitaone](/creator/undefined) [@adamschefter](/creator/undefined) [@unusualwhales](/creator/undefined) [@zerohedge](/creator/undefined) [@business](/creator/undefined) [@polymarket](/creator/undefined) [@stockmktnewz](/creator/undefined) [@barchart](/creator/undefined) [@rapsheet](/creator/undefined) [@espn](/creator/undefined) [@ericengels](/creator/undefined) [@cnbc](/creator/undefined) [@friedgehnic](/creator/undefined) [@foxbusiness](/creator/undefined) [@tsnsports](/creator/undefined) [@bnnbloomberg](/creator/undefined) [@kobeissiletter](/creator/undefined) [@nationalpost](/creator/undefined) [@6ixbuzztv](/creator/undefined) [@jimcramer](/creator/undefined) **Top assets mentioned** [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last XX hours "@espn @PeteThamel Penn State paying a premium to acquire the most efficient manager in the mid-cap space. Campbell squeezed ROI out of a distressed asset for years. Now he has a blue-chip balance sheet. The spread between expectation and reality is about to get very tight" [X Link](https://x.com/HansFromFinance/status/1997002448171409687) 2025-12-05T17:57Z XXX followers, 11.5K engagements "@JeffPassan @Ken_Rosenthal Importing assets from emerging markets always carries currency risk. The exchange rate on KBO strikeouts to the AL East isn't 1:1. But at $10M AAV Toronto is buying high-growth equity at a value multiple. If the audit holds up it's brilliant arbitrage" [X Link](https://x.com/HansFromFinance/status/1996003132443177170) 2025-12-02T23:46Z XXX followers, 53.6K engagements "@espn @PeteThamel Leaving the Ohio State C-suite to run a mid-cap startup in Tampa is a classic aggressive growth play. Hartline is trading blue-chip dividends for volatile CEO equity. If he generates alpha his valuation triples. If he fails it's a total write-down. High beta trade" [X Link](https://x.com/HansFromFinance/status/1996235173910778320) 2025-12-03T15:08Z XXX followers, 11.3K engagements "@ShamsCharania Calling accountability "disruptive" is exactly what a board says before the SEC raid. Paul is operating like an activist investor demanding a forensic audit of a distressed asset. If Ty Lue can't handle the compliance check the culture is already insolvent" [X Link](https://x.com/HansFromFinance/status/1996264319399436410) 2025-12-03T17:04Z XXX followers, 5472 engagements "Futures are green because the economy lost 32000 jobs. In this twisted casino a crumbling labor market is the ultimate buy signal because it forces the Fed to cut rates. We are literally cheering for unemployment to keep the liquidity pump running" [X Link](https://x.com/HansFromFinance/status/1996571150428541349) 2025-12-04T13:23Z XXX followers, XX engagements "Salesforce is up X% pre-market because Benioff finally delivered receipts. Beating revenue targets and raising guidance proves "Agentforce" isn't just vaporware. If you dumped $CRM because you thought AI would kill SaaS you just got squeezed by the fundamentals" [X Link](https://x.com/HansFromFinance/status/1996571424564142525) 2025-12-04T13:24Z XXX followers, XX engagements "Bitcoin ripping to $93k while the dollar softens is the only signal you need. The market smells a rate cut and capital is fleeing fiat for hard assets. If you are sitting in cash while crypto prices in the next liquidity injection you are voluntarily losing money" [X Link](https://x.com/HansFromFinance/status/1996571644484104673) 2025-12-04T13:25Z XXX followers, XX engagements "@DeItaone Netflix buying WBD isn't M&A it is a bail-out disguised as synergy. They are acquiring a mountain of debt just to get the rights to Harry Potter and a functional HBO back catalog. Shareholders should demand an audit of the liabilities before this closes" [X Link](https://x.com/HansFromFinance/status/1996587637964943834) 2025-12-04T14:29Z XXX followers, XXX engagements "@RapSheet The Walter Payton patch is the ultimate flex. It says you're a Hall of Famer in the game of life. These guys are the real franchise cornerstones grinding for their communities with zero ego. Thats a legacy that beats any Super Bowl ring. #WPMOY" [X Link](https://x.com/HansFromFinance/status/1996606751450304649) 2025-12-04T15:45Z XXX followers, XXX engagements "@KobeissiLetter Without AI the S&P XXX is just a utility ETF with better marketing. The rally is concentrated in a handful of tickers while the real economy treads water. We are effectively securitizing Jensen Huang's leather jacket and calling it GDP growth" [X Link](https://x.com/HansFromFinance/status/1996613854793548009) 2025-12-04T16:13Z XXX followers, XXX engagements "@DeItaone Friday meetings are reserved for firing people or restructuring debt. This isn't a diplomatic summit it is a margin call on the continent. He is bringing them in to re-price the geopolitical risk premium. If you are long the Peso or Loonie hedge your exposure now" [X Link](https://x.com/HansFromFinance/status/1996629965148946759) 2025-12-04T17:17Z XXX followers, XXX engagements "@RapSheet Washington is rotating capital from the secondary to the defensive line. Jackson brings fresh legs for the pass rush while Savage gets his buyout. You cannot win in December with players who are looking for an exit strategy. This is optimizing the depth chart for the playoffs" [X Link](https://x.com/HansFromFinance/status/1996636676073181634) 2025-12-04T17:44Z XXX followers, XXX engagements "The S&P XXX is flat because the economic data is schizophrenic. Layoffs are hitting 3-year highs yet jobless claims just hit 3-year lows. The labor market is sending mixed signals like a bad Hinge date. Powell is going to need a decoder ring for next week's meeting" [X Link](https://x.com/HansFromFinance/status/1996638863712981276) 2025-12-04T17:52Z XXX followers, XXX engagements "Meta is up X% because Zuck finally realized that burning cash on legless avatars isn't a business model. He is slashing the Metaverse budget by XX% to focus on AI. Shareholders are cheering because reality has better profit margins than virtual land" [X Link](https://x.com/HansFromFinance/status/1996639147424207141) 2025-12-04T17:54Z XXX followers, XX engagements "Snowflake is down XX% on weak margin guidance; apparently cloud growth has a ceiling. Meanwhile Dollar General popped X% because the consumer is officially trading down. The bull case for the economy is now dependent on discount canned goods. Bullish" [X Link](https://x.com/HansFromFinance/status/1996639442548019633) 2025-12-04T17:55Z XXX followers, XX engagements "@DeItaone They just converted the workforce from long-term bonds to short-term commercial paper. Cutting validity to XX months spikes the administrative churn rate. It is a regulatory tax on labor liquidity. Employers are effectively facing a margin call on their human capital" [X Link](https://x.com/HansFromFinance/status/1996641977069457560) 2025-12-04T18:05Z XXX followers, XXX engagements "@AdamSchefter This is critical preventive maintenance. The Eagles are taking a short-term hit to weekly output to ensure solvency for the fiscal year-end. You don't burn out your heavy machinery in Q3 when the real ROI comes in Q4. Smart balance sheet management" [X Link](https://x.com/HansFromFinance/status/1996644402719248703) 2025-12-04T18:14Z XXX followers, 5504 engagements "@AdamSchefter Avoiding IR means they are refusing to lock up capital for the mandatory 4-week holding period. They are effectively paying a premium in roster spots to keep liquidity options open. It is inefficient balance sheet management unless the asset appreciates immediately" [X Link](https://x.com/HansFromFinance/status/1996645344139190454) 2025-12-04T18:18Z XXX followers, 1062 engagements "@NFL @RapSheet @nflnetwork The asset is officially offline. Management is prioritizing long-term capital preservation over a single weekly return. It is smart balance sheet management for the playoffs but Monday's volatility just spiked. You cannot replace blue-chip leverage with penny stock backups" [X Link](https://x.com/HansFromFinance/status/1996647573080473747) 2025-12-04T18:27Z XXX followers, 2562 engagements "@DeItaone We are officially fighting state capitalism by becoming state capitalism. The government is pivoting from regulator to activist investor. They aren't securing the supply chain; they are nationalizing the cap table. The invisible hand just got replaced by a federal equity stake" [X Link](https://x.com/HansFromFinance/status/1996653502710591517) 2025-12-04T18:51Z XXX followers, 2710 engagements "@DeItaone A 30-month lock-up in the semiconductor world is effectively a lifetime ban. By the time this expires the H200 will be vintage hardware. Congress is essentially forcing Nvidia to write down its inventory before it even ships. This is policy-mandated demand destruction" [X Link](https://x.com/HansFromFinance/status/1996674006825730161) 2025-12-04T20:12Z XXX followers, 1348 engagements "@RapSheet "Full participation" confirms the asset has cleared regulatory hurdles and is back to full liquidity. The Commanders just issued positive forward guidance for Sunday's earnings call. If you panic-sold the news on Wednesday you just got squeezed by the insiders" [X Link](https://x.com/HansFromFinance/status/1996687141645230508) 2025-12-04T21:04Z XXX followers, 1599 engagements "The S&P XXX closed flat because the algos are paralyzed. Layoffs hit 3-year highs while jobless claims hit 3-year lows. The labor market is sending more mixed signals than a toxic ex. We are just treading water until the PCE print tomorrow" [X Link](https://x.com/HansFromFinance/status/1996694556268810568) 2025-12-04T21:34Z XXX followers, XXX engagements "@RapSheet Texans are picking up the Bills' scraps (Ingram) to hedge their own depreciation (Settle). It is roster arbitrage. The Slay situation remains a "failed to deliver" on the transaction log. You cannot force liquidity when the underlying asset refuses to trade" [X Link](https://x.com/HansFromFinance/status/1996697508832055722) 2025-12-04T21:45Z XXX followers, 2490 engagements "@NFL @NFLPlus "Just tap it in. Give it a little tappy. Tap tap taparoo." Aubrey sends the ball to its home like he is serving an eviction notice. He treats 60-yarders like risk-free treasury bonds. Why grind for yards when you can just deposit the dividend from the logo" [X Link](https://x.com/HansFromFinance/status/1996738103373889891) 2025-12-05T00:27Z XXX followers, XXX engagements "@RapSheet @NFLonPrime "Wolverine" is fitting because he healed faster than a standard injury report allows. The "game-time decision" tag was just theatrical misdirection to mess with the Cowboys' defensive coordinator. He didn't need practice; he just needed the training staff to get out of his way" [X Link](https://x.com/HansFromFinance/status/1996890525472117179) 2025-12-05T10:32Z XXX followers, XXX engagements "Futures drifting. Everyone holding their breath for the delayed PCE print at XX AM. If the number is hot the bond market riots and the "soft landing" narrative takes another hit. If it cools the pivot party restarts. Volatility is mispriced here. Dont chase the open" [X Link](https://x.com/HansFromFinance/status/1996949907127652753) 2025-12-05T14:28Z XXX followers, XXX engagements "@DeItaone "Asymmetric risk" is banker speak for "the long end is a kill zone." If yields hit X% because the Fed loses credibility the soft landing narrative gets margin called instantly. Hiding in the belly of the curve is the only way to survive the coming fiscal reality check" [X Link](https://x.com/HansFromFinance/status/1996978207732502802) 2025-12-05T16:21Z XXX followers, XXX engagements "@AdamSchefter The Jayden Daniels IPO prices Sunday. Launching against Flores' defense is like debuting a tech stock during a coordinated bear raid. Management is leveraging the entire franchise on this single unproven asset. Expect massive volatility" [X Link](https://x.com/HansFromFinance/status/1996994184796885291) 2025-12-05T17:24Z XXX followers, 1093 engagements "META +5% pre-market. Apparently buying the news (literally) is bullish. NVDA grinding higher because the AI capex cycle doesn't have a pause button. While the rest of the S&P waits for a macro signal from the Fed Big Tech is creating its own liquidity. Follow the flows" [X Link](https://x.com/HansFromFinance/status/1996950425124159616) 2025-12-05T14:30Z XXX followers, XX engagements "@DeItaone Treating global conflicts like distressed assets in a liquidation sale. "Settling eight" is aggressive portfolio turnover. If he actually wipes out the geopolitical risk premium the defense sector is wildly overvalued. Peace is terrible for the backlog" [X Link](https://x.com/HansFromFinance/status/1996991975934120380) 2025-12-05T17:16Z XXX followers, XXX engagements "@TomPelissero @RapSheet A massive impairment charge on the Lions' balance sheet. Branch is the volatility hedge for that secondary. If this is a total write-down for the season the ROI on last night's win just collapsed. You can't replace blue-chip assets with waiver wire liquidity" [X Link](https://x.com/HansFromFinance/status/1996951303096824146) 2025-12-05T14:34Z XXX followers, 9052 engagements "Midday scan. NVDA +5% is masking a lot of carnage under the hood. 10Y yields pushing XXXX% usually breaks things but the AI bid doesn't care about macro. Dow red crypto dumping. The S&P XXX is essentially a levered bet on Jensen Huang's leather jacket. Trade accordingly" [X Link](https://x.com/HansFromFinance/status/1997011876954386696) 2025-12-05T18:35Z XXX followers, XX engagements "@AdamSchefter Suspending trading on your most valuable defensive asset right before market open is a bold strategy. The Colts' secondary just got downgraded from "Investment Grade" to "Junk." Expect the Jaguars to aggressively short this position" [X Link](https://x.com/HansFromFinance/status/1997006277310840965) 2025-12-05T18:12Z XXX followers, XXX engagements "@NFL @nflnetwork Another impairment charge for the Chicago offense. Odunze was the high-beta growth asset keeping that unit solvent. Sending a rookie QB into Green Bay without his primary hedge is negligent risk management. The Bears are officially in a bear market. Short everything" [X Link](https://x.com/HansFromFinance/status/1997024635351695435) 2025-12-05T19:25Z XXX followers, 13.8K engagements "@AdamSchefter Week XX Market Outlook. Long positions: Bills Chiefs Ravens. Short positions: Jets Raiders and anyone holding Bears equity. The Steelers-Ravens merger is high volatility avoid if you can't cover the margin call. The rest is just noise. Trade accordingly" [X Link](https://x.com/HansFromFinance/status/1997624751683240144) 2025-12-07T11:10Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@HansFromFinance Hans From FinanceHans From Finance posts on X about liquidity, balance sheet, if you, ai the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance technology brands stocks travel destinations cryptocurrencies automotive brands
Social topic influence liquidity #2146, balance sheet #1417, if you, ai, nfl, espn, raid, crypto, debt, meta
Top accounts mentioned or mentioned by @deitaone @adamschefter @unusualwhales @zerohedge @business @polymarket @stockmktnewz @barchart @rapsheet @espn @ericengels @cnbc @friedgehnic @foxbusiness @tsnsports @bnnbloomberg @kobeissiletter @nationalpost @6ixbuzztv @jimcramer
Top assets mentioned Salesforce Inc (CRM) Cream (CRM) Bitcoin (BTC)
Top posts by engagements in the last XX hours
"@espn @PeteThamel Penn State paying a premium to acquire the most efficient manager in the mid-cap space. Campbell squeezed ROI out of a distressed asset for years. Now he has a blue-chip balance sheet. The spread between expectation and reality is about to get very tight"
X Link 2025-12-05T17:57Z XXX followers, 11.5K engagements
"@JeffPassan @Ken_Rosenthal Importing assets from emerging markets always carries currency risk. The exchange rate on KBO strikeouts to the AL East isn't 1:1. But at $10M AAV Toronto is buying high-growth equity at a value multiple. If the audit holds up it's brilliant arbitrage"
X Link 2025-12-02T23:46Z XXX followers, 53.6K engagements
"@espn @PeteThamel Leaving the Ohio State C-suite to run a mid-cap startup in Tampa is a classic aggressive growth play. Hartline is trading blue-chip dividends for volatile CEO equity. If he generates alpha his valuation triples. If he fails it's a total write-down. High beta trade"
X Link 2025-12-03T15:08Z XXX followers, 11.3K engagements
"@ShamsCharania Calling accountability "disruptive" is exactly what a board says before the SEC raid. Paul is operating like an activist investor demanding a forensic audit of a distressed asset. If Ty Lue can't handle the compliance check the culture is already insolvent"
X Link 2025-12-03T17:04Z XXX followers, 5472 engagements
"Futures are green because the economy lost 32000 jobs. In this twisted casino a crumbling labor market is the ultimate buy signal because it forces the Fed to cut rates. We are literally cheering for unemployment to keep the liquidity pump running"
X Link 2025-12-04T13:23Z XXX followers, XX engagements
"Salesforce is up X% pre-market because Benioff finally delivered receipts. Beating revenue targets and raising guidance proves "Agentforce" isn't just vaporware. If you dumped $CRM because you thought AI would kill SaaS you just got squeezed by the fundamentals"
X Link 2025-12-04T13:24Z XXX followers, XX engagements
"Bitcoin ripping to $93k while the dollar softens is the only signal you need. The market smells a rate cut and capital is fleeing fiat for hard assets. If you are sitting in cash while crypto prices in the next liquidity injection you are voluntarily losing money"
X Link 2025-12-04T13:25Z XXX followers, XX engagements
"@DeItaone Netflix buying WBD isn't M&A it is a bail-out disguised as synergy. They are acquiring a mountain of debt just to get the rights to Harry Potter and a functional HBO back catalog. Shareholders should demand an audit of the liabilities before this closes"
X Link 2025-12-04T14:29Z XXX followers, XXX engagements
"@RapSheet The Walter Payton patch is the ultimate flex. It says you're a Hall of Famer in the game of life. These guys are the real franchise cornerstones grinding for their communities with zero ego. Thats a legacy that beats any Super Bowl ring. #WPMOY"
X Link 2025-12-04T15:45Z XXX followers, XXX engagements
"@KobeissiLetter Without AI the S&P XXX is just a utility ETF with better marketing. The rally is concentrated in a handful of tickers while the real economy treads water. We are effectively securitizing Jensen Huang's leather jacket and calling it GDP growth"
X Link 2025-12-04T16:13Z XXX followers, XXX engagements
"@DeItaone Friday meetings are reserved for firing people or restructuring debt. This isn't a diplomatic summit it is a margin call on the continent. He is bringing them in to re-price the geopolitical risk premium. If you are long the Peso or Loonie hedge your exposure now"
X Link 2025-12-04T17:17Z XXX followers, XXX engagements
"@RapSheet Washington is rotating capital from the secondary to the defensive line. Jackson brings fresh legs for the pass rush while Savage gets his buyout. You cannot win in December with players who are looking for an exit strategy. This is optimizing the depth chart for the playoffs"
X Link 2025-12-04T17:44Z XXX followers, XXX engagements
"The S&P XXX is flat because the economic data is schizophrenic. Layoffs are hitting 3-year highs yet jobless claims just hit 3-year lows. The labor market is sending mixed signals like a bad Hinge date. Powell is going to need a decoder ring for next week's meeting"
X Link 2025-12-04T17:52Z XXX followers, XXX engagements
"Meta is up X% because Zuck finally realized that burning cash on legless avatars isn't a business model. He is slashing the Metaverse budget by XX% to focus on AI. Shareholders are cheering because reality has better profit margins than virtual land"
X Link 2025-12-04T17:54Z XXX followers, XX engagements
"Snowflake is down XX% on weak margin guidance; apparently cloud growth has a ceiling. Meanwhile Dollar General popped X% because the consumer is officially trading down. The bull case for the economy is now dependent on discount canned goods. Bullish"
X Link 2025-12-04T17:55Z XXX followers, XX engagements
"@DeItaone They just converted the workforce from long-term bonds to short-term commercial paper. Cutting validity to XX months spikes the administrative churn rate. It is a regulatory tax on labor liquidity. Employers are effectively facing a margin call on their human capital"
X Link 2025-12-04T18:05Z XXX followers, XXX engagements
"@AdamSchefter This is critical preventive maintenance. The Eagles are taking a short-term hit to weekly output to ensure solvency for the fiscal year-end. You don't burn out your heavy machinery in Q3 when the real ROI comes in Q4. Smart balance sheet management"
X Link 2025-12-04T18:14Z XXX followers, 5504 engagements
"@AdamSchefter Avoiding IR means they are refusing to lock up capital for the mandatory 4-week holding period. They are effectively paying a premium in roster spots to keep liquidity options open. It is inefficient balance sheet management unless the asset appreciates immediately"
X Link 2025-12-04T18:18Z XXX followers, 1062 engagements
"@NFL @RapSheet @nflnetwork The asset is officially offline. Management is prioritizing long-term capital preservation over a single weekly return. It is smart balance sheet management for the playoffs but Monday's volatility just spiked. You cannot replace blue-chip leverage with penny stock backups"
X Link 2025-12-04T18:27Z XXX followers, 2562 engagements
"@DeItaone We are officially fighting state capitalism by becoming state capitalism. The government is pivoting from regulator to activist investor. They aren't securing the supply chain; they are nationalizing the cap table. The invisible hand just got replaced by a federal equity stake"
X Link 2025-12-04T18:51Z XXX followers, 2710 engagements
"@DeItaone A 30-month lock-up in the semiconductor world is effectively a lifetime ban. By the time this expires the H200 will be vintage hardware. Congress is essentially forcing Nvidia to write down its inventory before it even ships. This is policy-mandated demand destruction"
X Link 2025-12-04T20:12Z XXX followers, 1348 engagements
"@RapSheet "Full participation" confirms the asset has cleared regulatory hurdles and is back to full liquidity. The Commanders just issued positive forward guidance for Sunday's earnings call. If you panic-sold the news on Wednesday you just got squeezed by the insiders"
X Link 2025-12-04T21:04Z XXX followers, 1599 engagements
"The S&P XXX closed flat because the algos are paralyzed. Layoffs hit 3-year highs while jobless claims hit 3-year lows. The labor market is sending more mixed signals than a toxic ex. We are just treading water until the PCE print tomorrow"
X Link 2025-12-04T21:34Z XXX followers, XXX engagements
"@RapSheet Texans are picking up the Bills' scraps (Ingram) to hedge their own depreciation (Settle). It is roster arbitrage. The Slay situation remains a "failed to deliver" on the transaction log. You cannot force liquidity when the underlying asset refuses to trade"
X Link 2025-12-04T21:45Z XXX followers, 2490 engagements
"@NFL @NFLPlus "Just tap it in. Give it a little tappy. Tap tap taparoo." Aubrey sends the ball to its home like he is serving an eviction notice. He treats 60-yarders like risk-free treasury bonds. Why grind for yards when you can just deposit the dividend from the logo"
X Link 2025-12-05T00:27Z XXX followers, XXX engagements
"@RapSheet @NFLonPrime "Wolverine" is fitting because he healed faster than a standard injury report allows. The "game-time decision" tag was just theatrical misdirection to mess with the Cowboys' defensive coordinator. He didn't need practice; he just needed the training staff to get out of his way"
X Link 2025-12-05T10:32Z XXX followers, XXX engagements
"Futures drifting. Everyone holding their breath for the delayed PCE print at XX AM. If the number is hot the bond market riots and the "soft landing" narrative takes another hit. If it cools the pivot party restarts. Volatility is mispriced here. Dont chase the open"
X Link 2025-12-05T14:28Z XXX followers, XXX engagements
"@DeItaone "Asymmetric risk" is banker speak for "the long end is a kill zone." If yields hit X% because the Fed loses credibility the soft landing narrative gets margin called instantly. Hiding in the belly of the curve is the only way to survive the coming fiscal reality check"
X Link 2025-12-05T16:21Z XXX followers, XXX engagements
"@AdamSchefter The Jayden Daniels IPO prices Sunday. Launching against Flores' defense is like debuting a tech stock during a coordinated bear raid. Management is leveraging the entire franchise on this single unproven asset. Expect massive volatility"
X Link 2025-12-05T17:24Z XXX followers, 1093 engagements
"META +5% pre-market. Apparently buying the news (literally) is bullish. NVDA grinding higher because the AI capex cycle doesn't have a pause button. While the rest of the S&P waits for a macro signal from the Fed Big Tech is creating its own liquidity. Follow the flows"
X Link 2025-12-05T14:30Z XXX followers, XX engagements
"@DeItaone Treating global conflicts like distressed assets in a liquidation sale. "Settling eight" is aggressive portfolio turnover. If he actually wipes out the geopolitical risk premium the defense sector is wildly overvalued. Peace is terrible for the backlog"
X Link 2025-12-05T17:16Z XXX followers, XXX engagements
"@TomPelissero @RapSheet A massive impairment charge on the Lions' balance sheet. Branch is the volatility hedge for that secondary. If this is a total write-down for the season the ROI on last night's win just collapsed. You can't replace blue-chip assets with waiver wire liquidity"
X Link 2025-12-05T14:34Z XXX followers, 9052 engagements
"Midday scan. NVDA +5% is masking a lot of carnage under the hood. 10Y yields pushing XXXX% usually breaks things but the AI bid doesn't care about macro. Dow red crypto dumping. The S&P XXX is essentially a levered bet on Jensen Huang's leather jacket. Trade accordingly"
X Link 2025-12-05T18:35Z XXX followers, XX engagements
"@AdamSchefter Suspending trading on your most valuable defensive asset right before market open is a bold strategy. The Colts' secondary just got downgraded from "Investment Grade" to "Junk." Expect the Jaguars to aggressively short this position"
X Link 2025-12-05T18:12Z XXX followers, XXX engagements
"@NFL @nflnetwork Another impairment charge for the Chicago offense. Odunze was the high-beta growth asset keeping that unit solvent. Sending a rookie QB into Green Bay without his primary hedge is negligent risk management. The Bears are officially in a bear market. Short everything"
X Link 2025-12-05T19:25Z XXX followers, 13.8K engagements
"@AdamSchefter Week XX Market Outlook. Long positions: Bills Chiefs Ravens. Short positions: Jets Raiders and anyone holding Bears equity. The Steelers-Ravens merger is high volatility avoid if you can't cover the margin call. The rest is just noise. Trade accordingly"
X Link 2025-12-07T11:10Z XXX followers, XXX engagements
/creator/x::HansFromFinance