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# ![@InvestiBrew Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1786191198668947456.png) @InvestiBrew InvestiBrew

InvestiBrew posts on X about $spy, $qqq, spy, $cl the most. They currently have XXXXX followers and 1355 posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1786191198668947456/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1786191198668947456/c:line/m:interactions.svg)

- X Week XXXXXX -XXXX%
- X Month XXXXXXX +44%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX +594%

### Mentions: XX [#](/creator/twitter::1786191198668947456/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1786191198668947456/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXX +26%
- X Months XXXXX -XX%
- X Year XXXXX +171%

### Followers: XXXXX [#](/creator/twitter::1786191198668947456/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1786191198668947456/c:line/m:followers.svg)

- X Week XXXXX +0.59%
- X Month XXXXX +3.70%
- X Months XXXXX +30%
- X Year XXXXX +410%

### CreatorRank: XXXXXXX [#](/creator/twitter::1786191198668947456/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1786191198668947456/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1786191198668947456/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [exchanges](/list/exchanges)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$spy](/topic/$spy) #286, [$qqq](/topic/$qqq) #127, [spy](/topic/spy) #918, [$cl](/topic/$cl) #8, [alltime](/topic/alltime) #488, [$gc](/topic/$gc) #31, [stocks](/topic/stocks) 0.89%, [$ive](/topic/$ive) #1, [$ivw](/topic/$ivw) #2, [inflation](/topic/inflation) #1081

**Top accounts mentioned or mentioned by**
[@zerohedge](/creator/undefined) [@tictoctick](/creator/undefined) [@barchart](/creator/undefined) [@dividenddudex](/creator/undefined) [@kobeissiletter](/creator/undefined) [@mikezaccardi](/creator/undefined) [@swingtraderq](/creator/undefined) [@bourboncap](/creator/undefined) [@vladtheinflator](/creator/undefined) [@michaelmottcm](/creator/undefined) [@globalmktobserv](/creator/undefined) [@financelancelot](/creator/undefined) [@jimcramer](/creator/undefined) [@jessecoheninv](/creator/undefined) [@i3invest](/creator/undefined) [@themarketear](/creator/undefined) [@investingcom](/creator/undefined) [@deitaone](/creator/undefined) [@tradingthomas3](/creator/undefined) [@lindatangusa](/creator/undefined)

**Top assets mentioned**
[SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Colgate-Palmolive Company (CL)](/topic/$cl) [GrabCoinClub (GC)](/topic/$gc) [Landstar System Inc (LSTR)](/topic/$lstr) [Canadian National Railway (CNI)](/topic/$cni) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Weyerhaeuser Co (WY)](/topic/$wy) [Vixco (VIX)](/topic/$vix) [Taiwan Semiconductor (TSM)](/topic/$tsm) [GammaSwap (GS)](/topic/$gs) [Goldman Sachs (GS)](/topic/goldman-sachs) [Lennar Corporation (LEN)](/topic/$len) [PulteGroup, Inc. (PHM)](/topic/$phm) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Johnson Controls International, PLC. (JCI)](/topic/$jci) [Adobe, Inc. (ADBE)](/topic/$adbe) [Bitcoin (BTC)](/topic/bitcoin) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Advanced Micro Devices (AMD)](/topic/$amd) [Novo-Nordisk (NVO)](/topic/$nvo) [West Fraser Timber Co. Ltd (WFG)](/topic/$wfg) [Equity Residential (EQR)](/topic/$eqr) [Camden Property Trust (CPT)](/topic/$cpt) [Oracle Corporation (ORCL)](/topic/$orcl) [Toll Brothers, Inc. (TOL)](/topic/$tol) [Effect.AI (EFX)](/topic/$efx) [DAOLaunch (DAL)](/topic/$dal) [American Airlines Group Inc (AAL)](/topic/$aal) [Transocean LTD. (RIG)](/topic/$rig) [Patterson-UTI Energy Inc (PTEN)](/topic/$pten) [Hippo Protocol (HP)](/topic/$hp) [Cream (CRM)](/topic/$crm) [Apple, Inc. (AAPL)](/topic/$aapl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Intel Corporation (INTC)](/topic/$intc) [D R Horton Inc (DHI)](/topic/$dhi) [Telecom Argentina S.A. (TEO)](/topic/$teo) [Bloom Energy Corporation (BE)](/topic/$be) [Costco Hot Dog (COST)](/topic/$cost) [Fluence Energy, Inc. Class A Common Stock (FLNC)](/topic/$flnc) [NuScale Power Corporation (SMR)](/topic/$smr) [ArcelorMittal (MT)](/topic/$mt)
### Top Social Posts [#](/creator/twitter::1786191198668947456/posts)
---
Top posts by engagements in the last XX hours

"@i3_invest We just posted our bull thesis in $XLE names within our newsletter Bottlenecks could come easily with the drawdown of EIA stocks now Any whiff of demand could send $CL to $100+ Watching the top of the value chain in drillers like: $RIG $PTEN $HP ☕"  
[X Link](https://x.com/InvestiBrew/status/1976275034630128061) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T13:14Z 3753 followers, XXX engagements


"Mentions of an AI bubble have been on the rise with many publishers It makes sense to be concerned after seeing what $NVDA $ORLC $AVGO and now $CRM are doing with OpenAI But There's one way to keep exposure to the boom without being irresponsible And that's $TSM Let's break down today's earnings and what they mean for the future of the stock 🧵☕"  
[X Link](https://x.com/InvestiBrew/status/1978912928435966255) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T19:56Z 3752 followers, XXX engagements


"@InvestInAssets Theres very little in terms of EPS growth to support the current all-time high valuations in $SPY $QQQ Talk about tail risk in markets ☕"  
[X Link](https://x.com/InvestiBrew/status/1978112845410599251) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-14T14:57Z 3753 followers, XXX engagements


"3. ROE and ROIC are a massively important metric when it comes to value creation And $TSM reported levels above peers like $AMD $NVDA and others You know which other company in $XLK tech is making amazing ROIC $ADBE We just sent an entire valuation model to our WhatsApp Deal Room members as an immediate buy with over XXX% return potential Link in bio Back to $TSM ☕"  
[X Link](https://x.com/InvestiBrew/status/1978912935754817958) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T19:56Z 3752 followers, XXX engagements


"The average consumer is tapped out It's only the affluent that keep the spending going and credit lines churning interest charges With $IVE / $IVW spreads falling without a $CL crude oil rally markets are in tune with the times No real economic growth besides inflation and AI investment Also why $GC gold is rallying without Copper following ☕"  
[X Link](https://x.com/InvestiBrew/status/1978973756568801584) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T23:58Z 3753 followers, 1717 engagements


"100% agree with this breakdown However there's a weird setup right now when you look at the $CL crude oil relationship to $IVE / $IVW spreads That decoupling is telling me $SPY $QQQ markets aren't buying the GDP growth story right now But Global oil stocks are at cyclical lows so any whiff of demand could turn bottlenecks to $100+ oil Overweight $PTEN $RIG $HP ☕"  
[X Link](https://x.com/InvestiBrew/status/1975910665790370223) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-08T13:06Z 3753 followers, 3328 engagements


"Copper and $CL crude oil not following $GC gold means one thing The $SPY $QQQ all-time high valuations are driven by P/E expansion and not actual EPS growth Markets arent buying the GDP growth story besides spending and inflation $IVE / $IVW spreads falling more each time without an energy rally confirms ☕"  
[X Link](https://x.com/InvestiBrew/status/1978088363308585240) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-14T13:19Z 3753 followers, XXX engagements


"If everyone thinks it's a bubble Then is it really a bubble This was a similar setup in 2022 when most economic indicators started to soften into a $SPY $QQQ threat However I don't think today has much room for further deterioration ☕"  
[X Link](https://x.com/InvestiBrew/status/1978272686661910592) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T01:32Z 3754 followers, XXX engagements


"$TGT is a steal 🚨 At just XX% of its 52-week high its being treated like another tired retail name Yet under the surface management is building something that could rerate the stock for years Lets start with what most investors will miss: Targets upcoming Circle Week (Oct 512) looks like a seasonal discount campaign XX% off headlines familiar brands like $AAPL and $GE and the usual pre-holiday retail buzz But this isnt about moving inventory. Its about repositioning the brand and monetizing loyalty When you dig in this is the first Circle Week that integrates Targets new paid membership tier"  
[X Link](https://x.com/InvestiBrew/status/1975575583984681181) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-07T14:54Z 3753 followers, 4464 engagements


"@zerohedge Will this finally help $CL crude oil catch a bid ☕"  
[X Link](https://x.com/InvestiBrew/status/1978851757238137292) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T15:53Z 3753 followers, XXX engagements


"$CLF up XX% since this tweet Also pitched it inside our newsletter for you Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1972677528654348611) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-29T14:59Z 3753 followers, XXX engagements


"Third consecutive week of accelerating $CL crude oil stocks With $GC gold rallying without Copper and Oil following I don't think that markets are buying the growth assumptions $SPY $QQQ make today Especially as $IVE / $IVW decoupled from oil as well So can this inventory increase be an expectation for a rebound ☕"  
[X Link](https://x.com/InvestiBrew/status/1978856313498333508) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T16:11Z 3752 followers, XXX engagements


"I like $HIMS as a business and the fundamentals sure looked (look) great as a compound multi-bagger But this is definitely not a good look for the company if the CEO is already jumping ship Is the Ozempic weight loss bubble bursting now More importantly will $NVO be brought down as well ☕"  
[X Link](https://x.com/InvestiBrew/status/1978972637608005735) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T23:53Z 3753 followers, XXX engagements


"The $XHB is now officially in correction territory We posted our bearish view on real estate and construction last Friday Since then $PHM $LEN $DHI and others are down over X% But There is still a huge opportunity both on the long and short side set to beat the $SPY $QQQ in the coming quarter Just like our $LSTR / $CNI play or $INTC pick This one is ready for you in tomorrow's newsletter Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1976433746845798409) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T23:45Z 3752 followers, XXX engagements


"25% tariffs on wood starting on October 14th Of course Canada is in the crosshairs for this one China and Vietnam also but here's the deal $WFG is one of our longs with $CNI as a short hedge (posted in our newsletter) Section XXX should protect some of West Fraser's imports in this tariff war making it an undervalued play today Markets are placing a premium on it expecting to see an EPS rebound which could come from this loophole or otherwise $DD is another short hedge we're watching to put on by the time these tariffs come into effect ☕"  
[X Link](https://x.com/InvestiBrew/status/1976283993193542031) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T13:49Z 3754 followers, XXX engagements


"1. Direct licensing is a margin recapture engine Instead of sharing score economics with bureaus $FICO can price two ways: (1) $XX per score (2) $XXXX per score + $XX per funded loan Once FICO controls the contract bundling becomes trivial: lenders can add fraud KYC/ID income/asset verification decisioning all from one vendor Remember the moat you cant see on a term sheet: switching friction. Credit policies secondary market expectations and model governance are built on FICO It's like going from $AAPL products to $GOOGL or Android even if the price is better the cost of switching is much"  
[X Link](https://x.com/InvestiBrew/status/1976327014530404506) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T16:40Z 3753 followers, XXX engagements


"@zerohedge I think we should all be buying $TEO and $BBAR on this move ☕"  
[X Link](https://x.com/InvestiBrew/status/1976439896702394871) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-10T00:09Z 3754 followers, XXX engagements


"US Building permits down XXX% on the month Down XXX% on the year At this level they are now breaking below a long-term average sustainability output In other words $XHB $PHM $LEN homebuilders are going into a depression state ☕"  
[X Link](https://x.com/InvestiBrew/status/1970844489896915160) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-24T13:35Z 3753 followers, XXX engagements


"@jackprandelli $CL crude oil is pretty hated today That makes it attractive and there are plenty of $XLE energy names promising XXX% upside and more at the top of the value chain ☕"  
[X Link](https://x.com/InvestiBrew/status/1978286195357446235) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T02:25Z 3753 followers, XXX engagements


"While $TSM doesn't directly fall into our idea generation process $INTC did right before the US government and $NVDA acquisition was announced Just like $BE right before a one-day XX% rally And many other such cases We've proven this system works: - Industry selection - Stock picking with odds in your favor - Hedging to remain $SPY $QQQ neutral And much more for free All in this 5-day email crash course below"  
[X Link](https://x.com/InvestiBrew/status/1978912940259483756) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T19:56Z 3753 followers, XXX engagements


"Congratulations on making XX% with $LSTR long / $CNI short since this tweet Exit target still $100-$105 on the spread Long/short equity outperforms $SPY $QQQ again even with a dead $VIX ☕"  
[X Link](https://x.com/InvestiBrew/status/1975928060093354473) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-08T14:15Z 3754 followers, XXX engagements


"I was surprised to see $GS fall on a good overall quarter XX% growth on investment banking fees is not bad at all But here's a couple points: - Underwriting activity is typical of a late cycle theme - Wealth management clients are also acting like this is a late cycle We can all agree $SPY $QQQ have diminishing EPS growth forecasts overall not supportive of all-time high valuations here Massive tail risk ☕"  
[X Link](https://x.com/InvestiBrew/status/1978283507337064500) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T02:15Z 3752 followers, 1071 engagements


"@KoyfinCharts Same thing happened with $KO Not familiar with what drove $MMM FCF lower but if it's similar to Coca-Cola then I guess there's nothing to worry about ☕"  
[X Link](https://x.com/InvestiBrew/status/1975093334470435231) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-06T06:58Z 3753 followers, XXX engagements


"$XLY EPS volatility is scaring investors away Goldman Sachs just turned bullish on the sector One of my top picks in retail and discretionary is $ONON here $LULU might be a good area to buy here as well ☕"  
[X Link](https://x.com/InvestiBrew/status/1979171154720944412) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-17T13:02Z 3753 followers, XXX engagements


"@MikeZaccardi I think its because inflation isnt coming from actual business activity Rate cuts wont help this case imo as its all about policy right now ☕"  
[X Link](https://x.com/InvestiBrew/status/1976623045365150172) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-10T12:17Z 3753 followers, 1293 engagements


"$NVO now set to sell weight loss products at $COST The stock didn't really react to this addressable market news though Costco did rally a bit I think this had more to do with the small bump in $IVE / $IVW spreads as investors look for safety in the market $SPY $QQQ isn't really buying the growth story right now and you can see it in $CL crude oil prices ☕"  
[X Link](https://x.com/InvestiBrew/status/1976286133483950177) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T13:58Z 3753 followers, XXX engagements


"With the Fed cutting into X% inflation and all-time high valuations on $SPY $QQQ This can create a mix of 2019 and 1974 as far as economic conditions go Also known as a real asset super cycle helping $GC gold and $SLV My concern is that $CL crude oil and copper aren't following along Meaning there's no economic growth now and a real risk of stagflation ☕"  
[X Link](https://x.com/InvestiBrew/status/1978282672540512594) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T02:11Z 3754 followers, XXX engagements


"I was surprised to see $GS Goldman Sachs down today after reporting big growth everywhere Investment banking fees alone were up XX% Here's why I think this might have been: - All of the themes in IPOs and underwriting along with wealth management behavior are typical of late-cycles If you study these themes historically we are about to come into a hard $SPY $QQQ top on equities ☕"  
[X Link](https://x.com/InvestiBrew/status/1978274459506385397) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T01:39Z 3752 followers, XX engagements


"$CROX is starting a campaign with Sydney Sweeney Will the $AEO run repeat ☕"  
[X Link](https://x.com/InvestiBrew/status/1976275448587047044) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T13:15Z 3752 followers, XXX engagements


"@TicTocTick $BTC Bitcoin exit liquidity secured ☕"  
[X Link](https://x.com/InvestiBrew/status/1978971827209687229) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T23:50Z 3752 followers, XXX engagements


"Seeing this being thrown around today "Extreme Fear" despite $SPY $QQQ being X% off all-time highs This can be due to the tight $VIX and ATR ranges Or Simply the "stocks only go up" narrative also driving complacency to all-time highs ☕"  
[X Link](https://x.com/InvestiBrew/status/1978978067843260725) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-17T00:15Z 3753 followers, XXX engagements


"Well rate cut probabilities are 90%+ now Question is are they cutting for the right reasons I think the most probable scenario is now stagflation as were already in recession territory ☕"  
[X Link](https://x.com/InvestiBrew/status/1976619461341061175) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-10T12:02Z 3753 followers, XXX engagements


"@DividendDude_X Another day another OpenAI partnership With this $CRM price action it seems complacency is starting to fade Are markets asking questions about the validity of this mafia ☕"  
[X Link](https://x.com/InvestiBrew/status/1978112551473836420) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-14T14:55Z 3754 followers, 1183 engagements


"@MikeZaccardi With the latest services PMI reading It's clear that the $XHB is still going to see more trouble ahead personally I'm looking for long/short opportunities in wood Probably a mix of $WY and $JCI ☕"  
[X Link](https://x.com/InvestiBrew/status/1976377996106764526) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T20:03Z 3752 followers, XX engagements


"Dividend income isn't always the most attractive outcome But Rate cuts into high inflation = a 1974-style setup If that plays out real assets financials (not $SPY $QQQ) My REIT barbell for income + upside: $O (monthly payer) XXXX% yield; eyeing $66B in 2025 deals; Street $XX PT $EQR (multi-family) XXXX% yield; locked housing pushes renters; Street $XXXXX PT (+18.6%) $CPT (Sunbelt) XXXX% yield; cyclical kicker; Barclays $XXX PT (+23%) Cyclically high dividend yields mean underlying property values are compressed That's there the upside comes from in this portfolio ☕"  
[X Link](https://x.com/InvestiBrew/status/1975253174362767593) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-06T17:33Z 3752 followers, XXX engagements


"What's the market trying to tell us here $IVE / $IVW spreads have broken their inverse relationship to $CL crude oil Historically speaking this only happens when growth stocks decouple from real economic growth Also known as the $NVDA $ORCL $CRWV and OpenAI mafia $SPY $QQQ valuations stand on the faith of future EPS growth from the Mag X (which isn't high enough to justify them) We'll see what happens ☕"  
[X Link](https://x.com/InvestiBrew/status/1976645296936353858) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-10T13:45Z 3753 followers, XXX engagements


"2. While everyone expected XXXX% to XXXX% gross margins from management guidance $TSM came in with XXXX% This is despite heightened demand for its equipment and other products Meaning their sheer scale is enough to get them through the current industry volatility But here's how it really benefits you as the shareholder"  
[X Link](https://x.com/InvestiBrew/status/1978912933577924780) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T19:56Z 3752 followers, XX engagements


"If this breakdown helped Ill show you the system behind it Our free 5-day email crash course is a short punchy walk-through of how I build ideas like this $FICO setup step by step What youll get: - Our top-down approach for industry selection - Bottom-up stock selection for best alpha opportunities - A Long/Short Equity foundation so you can hedge your book It's not enough to match the $SPY $QQQ you must beat it This helps you get there"  
[X Link](https://x.com/InvestiBrew/status/1976327018745589925) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T16:40Z 3754 followers, XXX engagements


"$LEN is down nearly X% even as the $SPY $QQQ rebounds on the Trump China news In this YouTube video I broke down exactly why I'm bearish on $XHB names and other construction issues While also giving you a long/short setup in $WY / $JCI Last week's newsletter broke it down as well Stock is down X% since that post ☕"  
[X Link](https://x.com/InvestiBrew/status/1977734303917183405) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-13T13:52Z 3754 followers, XXX engagements


"Isn't it a little irresponsible that companies are choosing to buy back stock at $SPY $QQQ all-time high valuations Seems like they're burning shareholder cash just to keep the party going There's no real EPS growth to support these multiples especially outside the Mag X Not even $IWM small caps are getting it done ☕"  
[X Link](https://x.com/InvestiBrew/status/1978975627886891249) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-17T00:05Z 3754 followers, XXX engagements


"@zerohedge Besides affluent spending and AI investments Theres not much behind GDP growth forecasts $IVE / $IVW spreads falling without a $CL crude oil rally confirms this Copper not following $GC gold is another check ☕"  
[X Link](https://x.com/InvestiBrew/status/1978089040462192712) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-14T13:22Z 3752 followers, XXX engagements


"$C showing their hand ☕"  
[X Link](https://x.com/InvestiBrew/status/1978089169093017791) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-14T13:23Z 3753 followers, XXX engagements


"@MikeZaccardi If this $VIX event matches Liberation Day or October 2022 Then we could see a drawdown on $SPY $QQQ stocks of 15-20% and 20-30 days in general Throwing us into margin call territory Then well know if cash is posted to buy the dip or positions are forced liquidated ☕"  
[X Link](https://x.com/InvestiBrew/status/1977014724954144825) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-11T14:13Z 3751 followers, 9345 engagements


"If you didnt own $GC gold two years ago Theres no point in looking at it now Right now is the time to hedge your book Go agnostic to $SPY $QQQ before its too late Our newsletter tomorrow will show you how to put on a Long/Short Equity idea to achieve just that See you there Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1978269962142720481) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T01:21Z 3752 followers, XXX engagements


"@thexcapitalist Monopoly is the right word for $TSM yet its not as popular as other names down the value chain Like $NVDA $AMD This is a classic market error that will likely be corrected ☕"  
[X Link](https://x.com/InvestiBrew/status/1978797692542222404) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T12:18Z 3754 followers, XXX engagements


"And now Goldman predicts a single data center rack will consume as much energy as XXX US homes That's going to affect the following cities the most: - Dallas - Chicago - Atlanta - Phoenix Get ready for insanely high electricity bills coming up Thinking $EQR $CPT as REITs angle Then $SMR $FLNC for energy solution angle ☕"  
[X Link](https://x.com/InvestiBrew/status/1976323435358802340) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T16:26Z 3752 followers, 3416 engagements


"1. This investment banking jump came from two main areas: - Equity and Debt Underwriting - M&A dealings Typically CFOs and CEOs choose to undertake these activities only when the industry / company financials are stable enough This signals liquidity support and stability in certain areas most likely $XLK tech and $XLB $XLI materials"  
[X Link](https://x.com/InvestiBrew/status/1978129068156710967) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-14T16:01Z 3753 followers, XX engagements


"Interesting how $TLT $TNX bonds are headed higher despite inflation threatening to go back to X% or more Maybe the rally is a risk-off reaction to $SPY $QQQ valuations threatened by falling EPS growth ☕"  
[X Link](https://x.com/InvestiBrew/status/1977840258982330558) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-13T20:53Z 3753 followers, XXX engagements


"$512000 Thats the average home price in the US But heres the problem Mortgage rates are still above X% and listings are XX% above last years reading Which is why Im bearish $XHB names like $LEN $TOL $PHM However We can still find plenty of upside as tariffs roll out on building products like wood XX% EPS growth is the expectation And I think $WY / $JCI is a perfect long short play to put on here ☕"  
[X Link](https://x.com/InvestiBrew/status/1977753154897760496) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-13T15:07Z 3753 followers, XXX engagements


"@zerohedge Get in with $TEO $BBAR ☕"  
[X Link](https://x.com/InvestiBrew/status/1976374308273549613) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T19:48Z 3754 followers, XXX engagements


"$AAP was given in the $40s in our newsletter Reiterated with a $XX price target as we noticed the retail sales trend expanding into motor vehicle parts XX% return ZERO charts used ☕"  
[X Link](https://x.com/InvestiBrew/status/1970168557091869115) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-22T16:49Z 3753 followers, XXX engagements


"I do think we're in a mix between 2019 and 1974 on economic terms As the Fed cuts into X% inflation and $SPY $QQQ trading at all-time high valuations There is likely to be a super cycle coming into real assets like $GC gold real estate REITs and other metals Historically financial assets are excluded And the justification here is the Mag X going ex-growth as we've seen in $MSFT $META $AAPL $AMZN $NVDA Apart from the massive CapEx there's little left to lead these names ☕"  
[X Link](https://x.com/InvestiBrew/status/1975560700702376387) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-07T13:55Z 3752 followers, 6375 engagements


"Two years ago there were many reasons to buy $GC gold Today Not so much We have gold rallying with $CL crude oil and copper falling behind Also $IVE / $IVW spreads decoupling from fundamental relationships to other growth assets Conclusion $SPY $QQQ trade at all-time high valuations not founded on actual EPS growth but just inflation expectations All this changes with a $DXY dollar rally ☕"  
[X Link](https://x.com/InvestiBrew/status/1978598057173234090) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T23:05Z 3754 followers, 1521 engagements


"59% of its 52-week high That's where $ADBE stock trades right now and markets are completely ignoring two things - Enterprises using Adobe can't switch that easily - Digitized economy relies heavily on Adobe's product suite And the most important - Expansion of their cloud storage business If I were to make a full financial model valuing this company would you be interested in getting it ☕"  
[X Link](https://x.com/InvestiBrew/status/1978601450461676005) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T23:18Z 3752 followers, XXX engagements


"@SwingTraderQ I thought the $VIX pop on the China tariff news would bring back cyclicality Not even a whiff We have yet to see the 20-30 expansion on $SPY $QQQ ATRs But I guess keep the party going for now ☕"  
[X Link](https://x.com/InvestiBrew/status/1978973181420433915) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T23:55Z 3753 followers, XXX engagements


"@BitcoinNews21M Gold and Bitcoin to the moon ☕"  
[X Link](https://x.com/InvestiBrew/status/1978283633367490784) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T02:15Z 3753 followers, XX engagements


"Five days less than XX minutes per day And you can be exposed to concepts reserved for the elites in long/short equity trading Same ones I learned at Goldman Sachs and the same ones guys like Stanley Druckenmiller swear by Get your first lesson today"  
[X Link](https://x.com/InvestiBrew/status/1978974693114650994) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-17T00:01Z 3753 followers, XXX engagements


"Direct consumer exposure in an economy where the average American is struggling with credit and rising inflation $AMZN insider selling could be one tell But keep in mind that if the cloud business and whole AI exposure is affected by what $NVDA $ORCL and others are doing with OpenAI pops It will likely bring Amazon down too ☕"  
[X Link](https://x.com/InvestiBrew/status/1978469523087851983) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T14:34Z 3753 followers, 2850 engagements


"With $GS being down over X% this week (despite a good quarter) I think the market is beginning to realize that the business cycle is in a very late stage no matter what policy and investment is doing today Wonder what $SPY $QQQ will do in the coming quarters as this becomes a mainstream view ☕"  
[X Link](https://x.com/InvestiBrew/status/1978976067575533745) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-17T00:07Z 3754 followers, XXX engagements


"I like $HIMS as a business and the fundamentals sure looked (look) great as a compound multi-bagger But this is definitely not a good look for the company if the CEO is already jumping ship Is the Ozempic weight loss bubble bursting now More importantly will $NVO be brought down as well ☕"  
[X Link](https://x.com/InvestiBrew/status/1978972602333811181) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T23:53Z 3753 followers, XXX engagements


"@Barchart There are so many opportunities in $XLV I think we will see some double-digit upside moves in $ISRG still offering over XX% upside from where it trades today ☕"  
[X Link](https://x.com/InvestiBrew/status/1975095980174520818) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-06T07:09Z 3753 followers, XXX engagements


"If you like REITs Then you're going to love $EQIX and $DLR Data centers are coming and these two hold a whole bunch of them ☕"  
[X Link](https://x.com/InvestiBrew/status/1953926132815867926) [@InvestiBrew](/creator/x/InvestiBrew) 2025-08-08T21:07Z 3753 followers, XXX engagements


"At Goldman I learned one rule: Dont guess model Thats how we find trades like: $LSTR XXXXXX * $CNI XX% mean-reversion confidence XX% upside 🔥 Part two is broken down inside this morning's newsletter (plus a free gift) Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1965388467665522940) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-09T12:15Z 3754 followers, XXX engagements


"Construction jobs have contracted for a quarter straight $XHB is likely going to enter a depressed state in the coming months You see building permits crossing a long-term balance level no wonder all $PHM $TOL $LEN and more are down Rate cuts won't fix it it's about policy today ☕"  
[X Link](https://x.com/InvestiBrew/status/1976440671578775788) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-10T00:12Z 3753 followers, XXX engagements


"Value investing is great but we're faster With $SPY $QQQ beginning to show cracks and the $VIX aching to break out Your money should be uncorrelated to the indexes The best way to do this is through a long/short equity strategy this one is ready to go on $WY / $JCI Tomorrow's newsletter Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1978248454141817251) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-14T23:56Z 3754 followers, XXX engagements


"Our long/short trade idea in $LSTR / $CNI is ready to go I would be willing to add more if it drops to the $70-$72 area Targeting $100-$105 on the spread Come see why this strategy outperforms most others ☕"  
[X Link](https://x.com/InvestiBrew/status/1967661909743919176) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-15T18:48Z 3754 followers, XXX engagements


"$FICO stock down nearly XX% as $EFX Equifax launched its own direct mortgage product However Markets are missing the fact that FICO owns 85-90% of the mortgage lending market when it comes to score transparency Ignore this noise and buy the dip ☕"  
[X Link](https://x.com/InvestiBrew/status/1976031182753235435) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-08T21:05Z 3753 followers, 1130 engagements


"$FICO has been a roller coaster this week 🚨 FICO didnt just tweak pricing; it rewired who gets paid in mortgage scoring Thats why the stock ripped and why the pullback after $EFX me-too offer may be the real entry Mortgage underwriting in the U.S. still runs on FICO with 85-90% market share right now Direct licensing makes that moat harder to beat and easier to monetize Here's what I'm watching and whether FICO is worth a look during this XX% dip 🧵"  
[X Link](https://x.com/InvestiBrew/status/1976327012194058567) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T16:40Z 3754 followers, XXX engagements


"@Josh_Young_1 We just posted our bull thesis for $CL crude oil and $XLE energy names in our newsletter You will find some mid-cap names at the top of the value chain there with 100%+ upside Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1978283044751450499) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T02:13Z 3752 followers, XX engagements


"@WagieCapital $OKLO $MP and $LAC are like the SPACs of 2021 lol ☕"  
[X Link](https://x.com/InvestiBrew/status/1978282760285442548) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T02:12Z 3753 followers, XXX engagements


"$CL crude oil is one of the most hated commodities in the market And that makes it extremely attractive here But some warning for $SPY $QQQ: - As $GC gold rallies without Copper and Crude what are markets really telling us - $IVE / $IVW spreads sinking with no Crude rally say the same Market aren't buying the growth story and why would they There's no EPS growth to sustain current valuations it's all about inflation and AI spending at this point ☕"  
[X Link](https://x.com/InvestiBrew/status/1978977309660188798) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-17T00:12Z 3753 followers, XXX engagements


"Bessent turning positive on China and the current rare earth metals scandal At the same time Blackstone's Schwartzman has spent the past two weeks in China as well Seems like the $MCHI $FXI $BABA rally may not be dead yet ☕"  
[X Link](https://x.com/InvestiBrew/status/1978470570145783840) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T14:38Z 3753 followers, XXX engagements


"Just built an entire valuation model for $ADBE Our WhatsApp Deal Room members just got it entry and exit targets along with valuation scenarios This is what investment bankers taught me at Goldman Sachs And I'm giving you X days free access to it Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1978851431856619869) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T15:52Z 3752 followers, XXX engagements


"@Barchart Weird $BTC Bitcoin is selling off even as the $DXY is falling as well Maybe it's a broader risk-off theme happening across markets Will $SPY $QQQ follow through in this trend ☕"  
[X Link](https://x.com/InvestiBrew/status/1978913524563751279) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T19:58Z 3754 followers, 1577 engagements


"We gave you our list of stocks for the coming long/short idea Best long candidates were $COVTY $WY and $WFG Short candidate here is $MT Trade makes sense and we have a XX% certainty of XX% profit all thanks to tariff uncertainty On Monday's newsletter we will cover the financial reasoning behind this trade Link in bio☕"  
[X Link](https://x.com/InvestiBrew/status/1954228976349569151) [@InvestiBrew](/creator/x/InvestiBrew) 2025-08-09T17:11Z 3754 followers, XXX engagements


"@KobeissiLetter Sad to know some people wont be retiring in 2026 ☕"  
[X Link](https://x.com/InvestiBrew/status/1978268579653997041) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T01:15Z 3753 followers, XXX engagements


"$MSTR down XX% since this tweet every day since has been below the tweet level ZERO charts used just our reliable stock selection system Which you can copy in day X of this free 5-day email crash course Link in the reply ☕"  
[X Link](https://x.com/InvestiBrew/status/1978974690682056968) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-17T00:01Z 3754 followers, XXX engagements


"1. Seeing double-digit growth rates for a $XXX trillion company is not a common / nor easy thing to see But that's what Taiwan Semiconductor is achieving right now It's top line revenue booked XXXX% annual growth which came in way above expectations But that's not the only good thing happening for this giant Margins also showed the name's pricing power and massive market share in the space"  
[X Link](https://x.com/InvestiBrew/status/1978912930990035103) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T19:56Z 3752 followers, XX engagements


"@zerohedge We have to de-couple our rare earth metals production and supply away from China That's obvious I really like $ALB in this space premium stock yet still below XX% of its 52-week highs ☕"  
[X Link](https://x.com/InvestiBrew/status/1977733263754940526) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-13T13:48Z 3754 followers, 1222 engagements


"2. Under the hood the fundamentals line up with that price action Last print: CapEx down production up and management guiding volume expansion through Q4 XX Less spend + more barrels = expanding free cash In commodity businesses thats when the capital-return flywheel kicks in: dividend bumps and buybacks that mechanically raise EPS even before the next production step-up hits Thats how you grind a mid-teens total return even if crude goes sideways and you get paid multiples of that if $CL crude oil rallies"  
[X Link](https://x.com/InvestiBrew/status/1976027871463280826) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-08T20:52Z 3752 followers, XX engagements


"Goldman Sachs $GS just reported earnings this morning Being one of the most powerful investment banks in the world it pays to break down what really happened It can guide you as far as sentiment and cyclicality on the $SPY $QQQ and even $TLT $TNX bonds Here's exactly why a XX% jump in investment banking fees means for your money 🧵"  
[X Link](https://x.com/InvestiBrew/status/1978129065014878461) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-14T16:01Z 3753 followers, XXX engagements


"$BYDDF was one of Buffett's holdings for $BRK.A He's just sold out and I don't know what to think of it Maybe it's patriotism in the middle of this US / China feud But honestly the cars are amazing and the EU LATAM expansion is just off the chain Plus its association to $SQM for better lithium deals ☕"  
[X Link](https://x.com/InvestiBrew/status/1970261283967480267) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-22T22:57Z 3753 followers, XXX engagements


"3. This pairs trade wouldnt be any good if it didnt have a mean reversion nature So we tested that and got a P-value of XXXX Which is English for a XX% confidence interval pointing to mean reversion for $LSTR and $CNI In other words a green light to buy up on deviations Looking at the spread and Z-Score below were not quite at a massive deviation yet (which would be $70-$72) But were also far enough from the $102-$107 mean to start a small position in case we start making our way back to it That still locks in a potential upside of 45-48% from where it trades today Show me $NVDA or $ORCL do"  
[X Link](https://x.com/InvestiBrew/status/1966515292961661328) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-12T14:52Z 3754 followers, XXX engagements


"@themarketear Been seeing this in and out of financial markets as well People are selling their things to buy physical gold The complacency around " $GC gold only goes up" is at all-time highs This is your exit liquidity folks ☕"  
[X Link](https://x.com/InvestiBrew/status/1978852463919648983) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T15:56Z 3753 followers, XXX engagements


"Consumer cyclical names in the $XLY are set up for the most EPS volatility in the coming quarters However Airlines are sort of excluded from this theme especially as the $FTXR transportation ETF is overweight names like $DAL $AAL $UAL On the macro there's a reason for this: - $DXY dollar strengthening - Consistently low $CL crude oil prices All make for margin expansion and more travel demand United Airlines and its quarter showed why a further rally can be in the works 🧵☕"  
[X Link](https://x.com/InvestiBrew/status/1978596215479488678) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T22:57Z 3754 followers, XXX engagements


"@KobeissiLetter It's mostly on the call side too Retail traders are going all in for $SPY $QQQ and individual names like $NVDA $AMD $ORCL Seems like complacency around "stocks only go up" is also at an all-time high ☕"  
[X Link](https://x.com/InvestiBrew/status/1978852067067224557) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T15:54Z 3753 followers, XXX engagements


"@zerohedge Credit booms need to chill again probably deflate and come down significantly Equity risk premiums are showing $TLT $TNX bond spreads versus $SPY $QQQ risk widening Which means equities are now seen as riskier in this environment ☕"  
[X Link](https://x.com/InvestiBrew/status/1978478065970712985) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T15:08Z 3753 followers, XXX engagements


"Two years ago we didn't have the same reasons to expect a $SPY $QQQ equity selloff $TLT $TNX bond rally So gold was a good buy then And a $DXY recovery All of which are bearish for $GC But I have to say this: - The Fed cutting into X% inflation and all-time high financial asset valuations Outcome Real assets will probably go into a super cycle IF no risk-off comes to financial assets ☕"  
[X Link](https://x.com/InvestiBrew/status/1978272043348136203) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T01:29Z 3753 followers, XXX engagements


"1. When you understand $XLY $XRT retail through an investors lens you realize the smartest players dont sell products They sell ecosystems Thats what Targets Circle XXX is designed to do Behind the discounts every Circle Week shopper is being guided into Targets membership funnel A recurring-revenue model that brings in subscription income captures consumer data and creates repeat purchase behavior across categories Its not a new playbook: - $AMZN perfected it with Prime - $WMT followed with Walmart+ - $COST has lived on it for decades But what makes $TGT different is the timing While most"  
[X Link](https://x.com/InvestiBrew/status/1975575586949984642) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-07T14:54Z 3755 followers, XXX engagements


"2. This moat is clear in the underlying financials - $FICO has an XX% gross margin - $EFX carries a much lower XX% Markets vote with multiples and money Even after the wobble FICO trades at XXXX P/E vs Equifax at XXXX Premiums persist when investors believe cash flows are higher quality longer duration and harder to disrupt Street posture mirrors that: $FICO consensus $2130 implies XX% upside; Barclays $2400 case bakes in faster monetization of the direct model Institutions are leaning in: $2.5B of net buys last quarter; AllianceBernstein +16.1% to $387.4M There's a reason why it's more"  
[X Link](https://x.com/InvestiBrew/status/1976327016627474735) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-09T16:40Z 3752 followers, XXX engagements


"While the risk-on sentiment is back on the $SPY $QQQ indexes There's a word of warning when it comes to where equity risk premiums are trading relative to $TLT $TNX bond yields A widening spread suggests stocks are seen as riskier now Which makes sense given the rallies in $GC gold and other metals WITHOUT Copper and $CL crude oil following along Meaning valuations are too high as there is no real economic growth expectations here ☕"  
[X Link](https://x.com/InvestiBrew/status/1978469024439631996) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T14:32Z 3754 followers, XXX engagements


"1. First principle: Not all foreign energy is equally exposed to U.S. tariffs Per CEO Rich Kruger 6065% of Suncors barrels stay in Canada or ship outside the U.S. That means the majority of revenue is naturally hedged from U.S. import friction If tariffs were the death blow youd see it in price first Yet $SU holds XX% of its 52-week high refusing to roll with the beta Add Canadas domestic demand + non-U.S. export lanes and you get an operator with real flexibility while others are pinned So the setup isnt energy vs tariffs its who can outrun the policy drag with mix margins and capital"  
[X Link](https://x.com/InvestiBrew/status/1976027868963405905) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-08T20:52Z 3752 followers, XX engagements


"3. Here's a rough idea of this improvement in $UAL and its financials FCF came in at $XXX billion vs $XXX billion last year And management used $XXX million to buy back stock as well meaning the airline could be cheap despite the recent rally Here's where we can figure out if they're right so stick around: - A forward P/E of 8.3x is roughly in line with peers like $DAL $LUV $AAL - With XX% EPS growth expected its PEG ratio fell to only 0.4x So I think there's a lot more upside to be priced in here"  
[X Link](https://x.com/InvestiBrew/status/1978596224262439213) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T22:57Z 3754 followers, XXX engagements


"As the Fed cuts rates into X% inflation and all-time high valuations on financial assets It's clear that we'll have a real asset super cycle here Of course $GC gold is at the forefront especially with a weak $DXY dollar index But You also have Copper and $CL crude oil falling way behind here Which means it's all a debasement trade of no confidence There's no economic growth here a massive tail risk for $SPY $QQQ ☕"  
[X Link](https://x.com/InvestiBrew/status/1978277235137142941) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T01:50Z 3753 followers, 3490 engagements


"$CL crude oil is pricing in a recession right now as it diverges from the $IVE / $IVW spreads This broken relationship is a major tail risk for $SPY $QQQ But It's not considering the bazooka standing behind $MCHI $FXI China Asia comes back online the US resets (likely $TLT $TNX bonds will move first) oil could reach $100+ We just pitched the rebound in $XLE names inside our newsletter ☕"  
[X Link](https://x.com/InvestiBrew/status/1975094701444235703) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-06T07:04Z 3753 followers, XXX engagements


"@zerohedge I saw a Goldman estimate that a single data center server rack will consume as much energy as XXX US homes by 2027 Definitely not good for cities already operating at XX% capacity Bills about to spike for them poor suckers ☕"  
[X Link](https://x.com/InvestiBrew/status/1978284814605127922) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T02:20Z 3753 followers, XX engagements


"Been across Europe for most of 2025 For every one $TSLA vehicle I see (rare) I pretty much see X $BYDDF I've had the chance to drive both and let me tell you BYD is kicking Tesla's butt in pretty much every metric Buffett liked it for a reason ☕"  
[X Link](https://x.com/InvestiBrew/status/1965044627930788082) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-08T13:28Z 3753 followers, XXX engagements


"I was surprised to see $GS fall on a good overall quarter XX% growth on investment banking fees is not bad at all But here's a couple points: - Underwriting activity is typical of a late cycle theme - Wealth management clients are also acting like this is a late cycle We can all agree $SPY $QQQ have diminishing EPS growth forecasts overall not supportive of all-time high valuations here Massive tail risk ☕"  
[X Link](https://x.com/InvestiBrew/status/1978283524768530737) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T02:15Z 3753 followers, XXX engagements


"This $LSTR / $CNI trade has broken into a new monthly high Net returns since our pitch reached XX% and still much more to go from here On the YouTube video below you will get our $WY / $JCI pitch as well ☕"  
[X Link](https://x.com/InvestiBrew/status/1978918473511158255) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T20:18Z 3754 followers, XXX engagements


"@QualityInvest5 $ADBE is such a great buy here But It's true that the AI threat is there for them though I think corporates who rely on Adobe same as content creators won't be switching any time soon Especially as they begin to expand their cloud storage business ☕"  
[X Link](https://x.com/InvestiBrew/status/1978598395242508435) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T23:06Z 3754 followers, XXX engagements


"2. By the way we bring you deals like these all the time inside our newsletter But If you hate being late to the party they are first floated to our WhatsApp deal room (7 days free $50/month after) You can find them in the link in our bio Back to $UAL and its quarter This volume forecast from management isn't just normal traveling. It's premium seating from affluent spenders which also means better margins Keep in mind this premium revenue is also attached to better margins due to low $CL crude oil prices 📉"  
[X Link](https://x.com/InvestiBrew/status/1978596220961427871) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T22:57Z 3753 followers, XX engagements


"Isn't it a little irresponsible that companies are choosing to buy back stock at $SPY $QQQ all-time high valuations Seems like they're burning shareholder cash just to keep the party going There's no real EPS growth to support these multiples especially outside the Mag X Not even $IWM small caps are getting it done ☕"  
[X Link](https://x.com/InvestiBrew/status/1978975611189162153) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-17T00:05Z 3754 followers, XX engagements


"@ste81968 @TicTocTick Very happy about our $COST short call two quarters ago with a long $DLTR hedge ☕"  
[X Link](https://x.com/InvestiBrew/status/1978523824623698121) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T18:10Z 3753 followers, XX engagements


"If housing doesnt crash wheres the alpha Start with power AI racks = XXX homes of load now XXX by 2027 Outcome: operating costs climb NOI climbs REIT dividend yields (cap-rate proxy) stay elevated even with home prices sticky Positioning: - $EQR (4.4%) for acquisition optionality at XX% cap rates - $CPT (4.1%) for Sunbelt demand beta Macro frame = 19742019: Fed cuts into sticky X% inflation and $SPY $QQQ all-time highs favors real assets over richly priced financials Im also screening grid enablers like $SMR and $BE as near-term bridges More in this morning's newsletter Link in bio ☕"  
[X Link](https://x.com/InvestiBrew/status/1975893436923318748) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-08T11:58Z 3752 followers, XXX engagements


"4. Wall Street reacted by raising price targets to $XXX on the stock Which is a new all-time high in the making Now this also has some benefits in $TSM compared to high-growth names like $NVDA and others And that is their exposure to 1nm chips coming through 2030 Where Taiwan will be the leader So maybe its 27.1x forward P/E isn't so high after all 👀"  
[X Link](https://x.com/InvestiBrew/status/1978912938028093453) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T19:56Z 3754 followers, XXX engagements


"Evercore analysts downgrade homebuilders in the $XHB space - $DHI down X% - $TOL down XXX% - $KBH down XXX% - $PHM down XXX% Just last Friday we initiated our short coverage on the space after an unexpected PMI shift Building permits & starts in the toilet cap rates still too high to start building out ☕"  
[X Link](https://x.com/InvestiBrew/status/1975668751375925570) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-07T21:05Z 3753 followers, XXX engagements


"I've always liked $CHWY as a business Recently BC Partners (PE firm) exited $XXX million worth of the company Which management gladly bought back at $XXXXX per share This $XXX million is now exposed to 15%+ ROIC rates If $SPY $QQQ rotation accelerates with $VIX seasonality this stock could be a massive target I'd like to see it at $XX Now $XXXX ☕"  
[X Link](https://x.com/InvestiBrew/status/1971980363455938592) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-27T16:48Z 3752 followers, 1009 engagements


"$LSTR / $CNI long short equity trade up XXX% a day after this tweet Target is $100-$105 for 38-45% returns All uncorrelated to the $SPY $QQQ and potential $VIX seasonality You're welcome ☕"  
[X Link](https://x.com/InvestiBrew/status/1970973445497467052) [@InvestiBrew](/creator/x/InvestiBrew) 2025-09-24T22:07Z 3754 followers, 1206 engagements


"@KobeissiLetter Come on $CL do something ☕"  
[X Link](https://x.com/InvestiBrew/status/1978852199007424756) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T15:55Z 3752 followers, XXX engagements


"$GC gold futures closing in on $4400 😮💨☕"  
[X Link](https://x.com/InvestiBrew/status/1979030099799281896) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-17T03:41Z 3754 followers, XXX engagements


"With $GS being down over X% this week (despite a good quarter) I think the market is beginning to realize that the business cycle is in a very late stage no matter what policy and investment is doing today Wonder what $SPY $QQQ will do in the coming quarters as this becomes a mainstream view ☕"  
[X Link](https://x.com/InvestiBrew/status/1978976183464161592) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-17T00:07Z 3753 followers, XXX engagements


"The PMIs are softening here With manufacturing being in contraction arguably since 2022 Services is single-handedly carrying the GDP side of the business sector Then there's ongoing affluent spending and AI investments doing their part as well Eventually $SPY $QQQ valuations will be threatened by this slowing EPS growth ☕"  
[X Link](https://x.com/InvestiBrew/status/1978471028117344385) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-15T14:40Z 3752 followers, XXX engagements


"We showed you a breakdown in the trucking and logistics space as the $FTXR started breaking out Back then it was overweight airline stocks and underweight trucking Turns out our industry selection was right (again) $JBHT up XXXX% after a strong quarter Is $LSTR next ☕"  
[X Link](https://x.com/InvestiBrew/status/1978924905400762782) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-16T20:43Z 3753 followers, XXX engagements


"@thexcapitalist Just posted about this subject in our newsletter this morning $FLNC $SMR $BE are going to outperform most likely Goldman predicts by 2027 one single data center will draw as much power as XXX U.S. homes Not looking good for electricity bills ☕"  
[X Link](https://x.com/InvestiBrew/status/1975883581470982541) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-08T11:18Z 3754 followers, 3193 engagements


"@i3_invest This divergence shows a broken relationship between $GC gold and $CL crude oil Especially as $IVE / $IVW spreads also decoupled from oil prices Meaning markets arent buying this growth story today ☕"  
[X Link](https://x.com/InvestiBrew/status/1977839571913363609) [@InvestiBrew](/creator/x/InvestiBrew) 2025-10-13T20:51Z 3753 followers, 1806 engagements