# ![@JackFarley96 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1092240466135957507.png) @JackFarley96 Jack Farley

Jack Farley posts on X about ai, stocks, silver, gold the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1092240466135957507/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092240466135957507/c:line/m:interactions.svg)

- [--] Week [-------] -15%
- [--] Month [---------] -23%
- [--] Months [----------] -61%
- [--] Year [----------] +160%

### Mentions: [--] [#](/creator/twitter::1092240466135957507/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092240466135957507/c:line/m:posts_active.svg)

- [--] Week [--] -27%
- [--] Month [---] +17%
- [--] Months [---] +103%
- [--] Year [-----] +40%

### Followers: [------] [#](/creator/twitter::1092240466135957507/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092240466135957507/c:line/m:followers.svg)

- [--] Week [------] +0.11%
- [--] Month [------] +0.54%
- [--] Months [------] +6.10%
- [--] Year [------] +21%

### CreatorRank: [------] [#](/creator/twitter::1092240466135957507/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092240466135957507/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #4052 [stocks](/list/stocks)  #1007 [technology brands](/list/technology-brands)  20.97% [social networks](/list/social-networks)  8.06% [cryptocurrencies](/list/cryptocurrencies)  4.03% [countries](/list/countries)  3.23% [currencies](/list/currencies)  0.81% [travel destinations](/list/travel-destinations)  0.81%

**Social topic influence**
[ai](/topic/ai) 16.13%, [stocks](/topic/stocks) #469, [silver](/topic/silver) #1557, [gold](/topic/gold) #1958, [youtube](/topic/youtube) 6.45%, [business](/topic/business) 6.45%, [apple](/topic/apple) 4.84%, [$spot](/topic/$spot) 4.03%, [in the](/topic/in-the) 4.03%, [bitcoin](/topic/bitcoin) #7332

**Top accounts mentioned or mentioned by**
[@bergmilton](/creator/undefined) [@citrini7](/creator/undefined) [@bickerinbrattle](/creator/undefined) [@jnconkle](/creator/undefined) [@shytrece](/creator/undefined) [@n1kolar](/creator/undefined) [@srinik23](/creator/undefined) [@lukeane10](/creator/undefined) [@a63738464](/creator/undefined) [@amosa9127](/creator/undefined) [@jameshenryand](/creator/undefined) [@thebankzhar](/creator/undefined) [@josephwang](/creator/undefined) [@abcampbell](/creator/undefined) [@cedarstresearch](/creator/undefined) [@texasoncologist](/creator/undefined) [@liquidpr0qu0](/creator/undefined) [@jasoneburack](/creator/undefined) [@vereduard](/creator/undefined) [@pictetgroup](/creator/undefined)

**Top assets mentioned**
[Spotify Technology (SPOT)](/topic/$spot) [Bitcoin (BTC)](/topic/bitcoin) [Msci Inc (MSCI)](/topic/$msci) [Teradyne, Inc. (TER)](/topic/$ter) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [S&P Global Inc (SPGI)](/topic/$spgi) [Baker Hughes Co (BKR)](/topic/$bkr) [LandBridge Company LLC (LB)](/topic/$lb) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Now Coin (NOW)](/topic/$now) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Atlassian Corporation PLC (TEAM)](/topic/$team) [IonQ, Inc. (IONQ)](/topic/$ionq) [Exxon Mobil (XOM)](/topic/$xom) [Vixco (VIX)](/topic/$vix) [Microsoft Corp. (MSFT)](/topic/$msft) [Signature Bank (SBNY)](/topic/$sbny) [SVB Financial Group (SIVBQ)](/topic/$sivb) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Oracle Corporation (ORCL)](/topic/$orcl) [Equinix Inc (EQIX)](/topic/$eqix) [Iris Energy Limited (IREN)](/topic/$iren) [Digital Realty Trust Inc (DLR)](/topic/$dlr) [Live Nation Entertainment, Inc. (LYV)](/topic/$lyv)
### Top Social Posts
Top posts by engagements in the last [--] hours

"There's going to be a flood of Chinese AI models released over next month. Curious to see how semi stocks react this time. DeepSeek Crash 2.0"  
[X Link](https://x.com/JackFarley96/status/2021659293565780058)  2026-02-11T18:55Z 84.6K followers, [----] engagements


"Interviewed the Turning Point Master @BergMilton We talked stocks in much detail plus Gold/Silver/Bitcoin & software meltdown Airing asap today. subscribe so you don't miss Apple Spotify YouTube https://www.youtube.com/@Monetary-Matters https://open.spotify.com/show/6A2IG6HDmJbx9a4wTr7jcB https://podcasts.apple.com/us/podcast/monetary-matters-with-jack-farley/id1769093906 https://www.youtube.com/@Monetary-Matters https://open.spotify.com/show/6A2IG6HDmJbx9a4wTr7jcB https://podcasts.apple.com/us/podcast/monetary-matters-with-jack-farley/id1769093906"  
[X Link](https://x.com/JackFarley96/status/2021252342394314965)  2026-02-10T15:58Z 84.6K followers, [----] engagements


"A secret from @BergMilton that "most other technicians won't admit": "It's so much easier to identify a stock market bottom than it is to call a stock market peak" "YET technicians are always calling for a peak & are afraid to call a bottom" http://shorturl.at/w5zFi http://shorturl.at/w5zFi"  
[X Link](https://x.com/JackFarley96/status/2021628336624349216)  2026-02-11T16:52Z 84.6K followers, [----] engagements


"Strange environment but it's the one we're in One thing I don't understand is why oil stocks are flying. Other than $TPL $LB and $BKR I fail to see the catalyst Current Market Environment Energy stocks flying $XLE $XOM $OIH etc. Consumer Staples trading like momentum names $XLP Software acting like its going to zero $IGV $VIX sitting at a staggering [--] handle No real buyers in MAG-7 $MSFT $AMZN etc. Memory stocks Current Market Environment Energy stocks flying $XLE $XOM $OIH etc. Consumer Staples trading like momentum names $XLP Software acting like its going to zero $IGV $VIX sitting at a"  
[X Link](https://x.com/JackFarley96/status/2021902660400820391)  2026-02-12T11:02Z 84.6K followers, 33.9K engagements


"This interview is brought you by the @fundrise Fundrise Income Real Estate Fund. Learn more here: 2/3 https://fundrise.com/MM https://fundrise.com/MM"  
[X Link](https://x.com/JackFarley96/status/2021294807944175722)  2026-02-10T18:46Z 84.6K followers, [----] engagements


"@4thaccount99 @BergMilton I believe him"  
[X Link](https://x.com/JackFarley96/status/2021756088165839299)  2026-02-12T01:19Z 84.6K followers, [----] engagements


"Catalyst for $TPL & $LB being data centers being built on/near their land (in future) catalyst for $BKR being their up-and-coming nat gas turbine business MAYBE the pipeline players. But Exxon What's the deal"  
[X Link](https://x.com/JackFarley96/status/2021902662455967840)  2026-02-12T11:02Z 84.6K followers, [----] engagements


"I managed the largest gold fund in USA. Here's the truth: Stocks have "babies" (earnings). Gold has NO babies. 🍼 Gold's at historic extreme vs. oil/soybeans. You're crazy if you think gold's gonna outperform inflation - @BergMilton http://shorturl.at/NA513 http://shorturl.at/NA513"  
[X Link](https://x.com/JackFarley96/status/2021959347509899475)  2026-02-12T14:47Z 84.6K followers, 21.6K engagements


"@N1kolaR @Citrini7 Don't know $CEPU. I'm down 10% on TIC"  
[X Link](https://x.com/JackFarley96/status/2021998856272326865)  2026-02-12T17:24Z 84.6K followers, [---] engagements


"Of the [--] bank stocks that went to [--] in [----] @thebankzhar shorted all [--]. Here is Brad breaking down his trades on the [--] failed banks (Silicon Valley Bank $SIVBQ Silvergate $SICPQ Signature $SBNY First Republic $FRCB Republic First $FRBKQ). http://rb.gy/udn3bz http://rb.gy/udn3bz"  
[X Link](https://x.com/JackFarley96/status/1886508456955269397)  2025-02-03T20:14Z 84.5K followers, [----] engagements


"Crazy that Texas Pacific Land Corp $TPL has to pay 225+ basis points over risk free rate It's one of the safest businesses in the world with some of the highest margins"  
[X Link](https://x.com/JackFarley96/status/1986123348212924713)  2025-11-05T17:28Z 84.5K followers, 32.4K engagements


"It's going to be a bloodbath in Chinese fintech. At least for a while $QFIN volumes down & $QFIN seen as "best in breed" Business model for competitors who may not be in compliance with new regulation to be challenged"  
[X Link](https://x.com/JackFarley96/status/1990921914555007443)  2025-11-18T23:15Z 84.5K followers, 11.5K engagements


"To be clear Jim's point isn't just the nominal number of unprofitable CapEx being larger than late 1990s telecom boom (obviously true numbers go up over time) but that *the percentage* of unprofitable spending is higher now too. This surprised me. It surprised me for two reasons: 1) I thought of the dotcom bubble frivolous spending being from and other no-revenue bubbles and 2) that the majority of the spend now in AI CapEx is from very profitable companies such as $MSFT $GOOGL $AMZN and $META. I was wrong on 1) - as Jim taught me during this interview the bulk of the spending from the late"  
[X Link](https://x.com/JackFarley96/status/2000654351291887683)  2025-12-15T19:49Z 84.4K followers, [----] engagements


"The bulk of the negativity in this interview he expressed were on Coreweave Iren and Oracle $ORCL $IREN $CRWV. He also doesn't think being a landlord to data centers is a good business having seen how low the returns are through his shorts of Equinix $EQIX and $DLR. 3/5"  
[X Link](https://x.com/JackFarley96/status/2000654353208836480)  2025-12-15T19:49Z 84.4K followers, [----] engagements


"This interview is brought to you by @TeucriumETFs. Learn more about how agricultural commodities can offer protection and diversification when you need it most: 5/5 https://insights.teucrium.com/ag-fund-lputm_source=partnership&utm_medium=video&utm_campaign=Diversification&utm_term=monetary-matters&utm_content=2025-1 https://insights.teucrium.com/ag-fund-lputm_source=partnership&utm_medium=video&utm_campaign=Diversification&utm_term=monetary-matters&utm_content=2025-1"  
[X Link](https://x.com/JackFarley96/status/2000654358388813862)  2025-12-15T19:49Z 84.4K followers, [----] engagements


"Also: Rise of data center off-balance sheet financing $LYV earnings appear artificially too high Private credit reminds him of Michael Milken"  
[X Link](https://x.com/JackFarley96/status/2000654360888627374)  2025-12-15T19:49Z 84.4K followers, [----] engagements


"Why @Citrini7 likes Synopsys for [----] Full interview: http://shorturl.at/iQW8o http://shorturl.at/mnmG6 http://rb.gy/qjjnrg http://shorturl.at/iQW8o http://shorturl.at/mnmG6 http://rb.gy/qjjnrg"  
[X Link](https://x.com/JackFarley96/status/2007902737254801535)  2026-01-04T19:51Z 84.4K followers, 13.5K engagements


"New potential bottlenecks in [----] AI supply chain @Citrini7 identifies: Tantalum Powder BT Resins ABF Substrate & much more Full interview: http://shorturl.at/iQW8o http://shorturl.at/mnmG6 http://rb.gy/qjjnrg http://shorturl.at/iQW8o http://shorturl.at/mnmG6 http://rb.gy/qjjnrg"  
[X Link](https://x.com/JackFarley96/status/2008324027765432550)  2026-01-05T23:45Z 84.4K followers, [----] engagements


"To be clear my very high conviction view is that high-quality royalty companies will outperform underlying commodity over a long-time horizon My view on copper is way way less conviction. People have been saying there's gonna be a shortage since I was in college. A giant metals pumper (decent guy but that's what he is) once said to me "Jack there's a lot of copper in this world." If you ask Gemini the first name that comes up is Metalla. Not my favorite tbh (I don't own) I have a bias towards companies that actually make lots of money in cash rather than just promises. I also like to see a"  
[X Link](https://x.com/JackFarley96/status/2014746370482094129)  2026-01-23T17:05Z 84.5K followers, [----] engagements


"OUT NOW - it's "lazy" to declare a bubble just because Price/Earnings ratio are high says @AswathDamodaran However there is a "Big Market Delusion" in AI that might leave some VCs holding the bag http://shorturl.at/I4pfW http://shorturl.at/595u4 http://shorturl.at/I4pfW http://shorturl.at/595u4"  
[X Link](https://x.com/JackFarley96/status/2015826320677023887)  2026-01-26T16:37Z 84.4K followers, 13K engagements


"I am being coy by saying it's "fake" - I'm not suggesting that large fiscal deficits do not stoke demand for safe havens (real or perceived) such as gold and Bitcoin. I'm just saying what is driving the bid for silver is industrial demand and the inelastic supply dynamics. The demonetization of silver over past [---] years has been ruthless and near complete and at least in the West silver buying by individual investors is lower now than it was during the last silver ride. Less true in East Indian and Chinese retail demand is definitely high and in particularly Indian jewelry demand is"  
[X Link](https://x.com/JackFarley96/status/2016158334810796047)  2026-01-27T14:36Z 84.4K followers, [----] engagements


"Gemini is telling me $MSCI is an AI loser because of agentic disruption. So silly. What's next is AI also going to replace Texas Pacific Land Corp's business of being paid for every barrel of oil that's lifted out of the Permian Visa"  
[X Link](https://x.com/JackFarley96/status/2016191720967360852)  2026-01-27T16:48Z 84.5K followers, 12.3K engagements


"I am not worried about $MSCI's index business I could see analytics being disrupted but a higher chance it is seen as "disrupted" but doesn't actually happen I am also a $NOW bagholder in modest size. That's the lion share of my software exposure"  
[X Link](https://x.com/JackFarley96/status/2016191722104017031)  2026-01-27T16:49Z 84.4K followers, [----] engagements


"Mmhmm and Tether has also been investing in gold royalties too via EMX (now Elemental Royalty Corp)"  
[X Link](https://x.com/JackFarley96/status/2016480460663148662)  2026-01-28T11:56Z 84.5K followers, [----] engagements


"@VerEduard $FNV and $WPM too. Those are the big ones. Another which is too speculative to talk about"  
[X Link](https://x.com/JackFarley96/status/2016484563581599802)  2026-01-28T12:12Z 84.4K followers, [---] engagements


"NEW episode on: - Silver's wild ride - The Software stock massacre - Why I think Powell's dismissal of BIS' U.S. Dollar Hedging Paper was wrong YouTube Spotify Apple https://shorturl.at/kcytN https://shorturl.at/jsot9 https://rb.gy/0d81o6 https://shorturl.at/kcytN https://shorturl.at/jsot9 https://rb.gy/0d81o6"  
[X Link](https://x.com/JackFarley96/status/2016921205920383143)  2026-01-29T17:07Z 84.4K followers, [----] engagements


"Wow I didn't know that technically Luxembourg owns more U.S. stocks than China owns U.S. Treasurys"  
[X Link](https://x.com/JackFarley96/status/2017297241396953298)  2026-01-30T18:01Z 84.4K followers, [----] engagements


"Major caveat: Luxembourg is a major financial center so it owns a lot of those stocks on behalf of investors (many of whom are not Luxembourg). Similar to Cayman Islands in that regard Other caveats: as @Brad_Setser has pointed out China owns some Treasurys through Belgium (and other proxies). In addition you can think of U.S. "agency as corporate debt" as U.S. Treasurys plus a credit / convexity spread This chart is from the BIS report on foreign investors and their U.S. Dollar Hedging particularly during April [----] tariff drama. It is something @josephwang and I reference in an interview"  
[X Link](https://x.com/JackFarley96/status/2017297243498598623)  2026-01-30T18:01Z 84.4K followers, [----] engagements


"Copper down 4% Copper miners down 10% Silver down 27% Silver miners down 14% Copper miners decline is 2x underlying Silver miners down [---] underlying"  
[X Link](https://x.com/JackFarley96/status/2017338029824770373)  2026-01-30T20:44Z 84.4K followers, 24.6K engagements


"Selling in mining/metals stocks is indiscriminate. Lots of non-precious metal mining/royalty companies are being sold as if gold/silver is their main business & they're not. Copper stocks down nearly as much as silver stocks while silver's crash is 6x copper's decline today"  
[X Link](https://x.com/JackFarley96/status/2017339205798518881)  2026-01-30T20:48Z 84.4K followers, 19.7K engagements


"Nice find from Andy The forced selling is now over. The $AGQ etf has deleveraged. Only selling left is those outright long on margin getting called. Otherwise Rippy Rippy $SLV https://t.co/ogFeOOWgtc The forced selling is now over. The $AGQ etf has deleveraged. Only selling left is those outright long on margin getting called. Otherwise Rippy Rippy $SLV https://t.co/ogFeOOWgtc"  
[X Link](https://x.com/JackFarley96/status/2017340883088159005)  2026-01-30T20:55Z 84.5K followers, 37K engagements


"OUT NOW - how @josephwang sees it: - Trump doesn't need Fed to lower mortgage rates substantially (he has GSE "Magic Wand") - Kevin Warsh will cite productivity boom to justify rate cuts as Fed Chair 1/4 http://shorturl.at/8sWl1 http://shorturl.at/mDNz8 http://shorturl.at/8sWl1 http://shorturl.at/mDNz8"  
[X Link](https://x.com/JackFarley96/status/2017637531429359912)  2026-01-31T16:34Z 84.4K followers, 38.5K engagements


"GSE = Government Sponsored Enterprise. Refers to Fannie Mae & Freddie Mac which used to have massive mortgage portfolios but pulled back. They increased their portfolios substantially last year under FHFA Director @pulte and after President Trump asked for [---] Billion more of purchases from Fannie & Freddie mortgage yields fell a lot. @josephwang thinks they could go further by allowing the Federal Home Loan Banks (FHLBs) also under regulation/oversight of FHFA's Pulte to lend to mortgage REITs (real estate investment trusts) which would allow them to buy more mortgages & mortgage-backed"  
[X Link](https://x.com/JackFarley96/status/2017637542196125887)  2026-01-31T16:34Z 84.4K followers, [----] engagements


"Just recorded with @abcampbell who went DEEP on silver. airing tomorrow morning Subscribe so you don't miss Apple Spotify YouTube https://www.youtube.com/@Monetary-Matters/videos https://open.spotify.com/show/6A2IG6HDmJbx9a4wTr7jcB https://podcasts.apple.com/us/podcast/monetary-matters-with-jack-farley/id1769093906 https://www.youtube.com/@Monetary-Matters/videos https://open.spotify.com/show/6A2IG6HDmJbx9a4wTr7jcB https://podcasts.apple.com/us/podcast/monetary-matters-with-jack-farley/id1769093906"  
[X Link](https://x.com/JackFarley96/status/2018422768010686529)  2026-02-02T20:34Z 84.4K followers, 21K engagements


"OUT NOW: @abcampbell on why Silver's deficit is real: - Industrial demand NOT going away - Chinese capital is fleeing to hard assets - Supply = inelastic & not coming online soon - SaaS meltdown & AI Boom http://shorturl.at/7jZem http://shorturl.at/VmXLi http://shorturl.at/7jZem http://shorturl.at/VmXLi"  
[X Link](https://x.com/JackFarley96/status/2018687992257200183)  2026-02-03T14:08Z 84.4K followers, 70.5K engagements


"Insurtech SaaS has lost the Lutherans"  
[X Link](https://x.com/JackFarley96/status/2018739120441602405)  2026-02-03T17:31Z 84.4K followers, [----] engagements


"Out now on YouTube - @abcampbell's "refined" silver analysis (silver ONLY no SaaS // stock market views): https://www.youtube.com/watchv=Cb5Vxim2nEA OUT NOW: @abcampbell on why Silver's deficit is real: - Industrial demand NOT going away - Chinese capital is fleeing to hard assets - Supply = inelastic & not coming online soon - SaaS meltdown & AI Boom Apple🔊https://t.co/DYUyWFNX72 Spotify📽https://t.co/SePUmMWE47 https://t.co/DX9ICILket https://www.youtube.com/watchv=Cb5Vxim2nEA OUT NOW: @abcampbell on why Silver's deficit is real: - Industrial demand NOT going away - Chinese capital is"  
[X Link](https://x.com/JackFarley96/status/2018771783290167781)  2026-02-03T19:41Z 84.4K followers, [----] engagements


"We'll be publishing Alex's views on "SaaSpocalypse" later on YouTube. Full convo available on podcast apps. This interview is brought to you by @PictetGroup & the Pictet AI Enhanced International Equity ETF $PQNT. Learn more here: https://etf.am.pictet.com/pqnt/ https://etf.am.pictet.com/pqnt/"  
[X Link](https://x.com/JackFarley96/status/2018771789405458839)  2026-02-03T19:41Z 84.4K followers, [----] engagements


"A lot of private credit loans are fund software businesses If we truly are in a #SaaSpacolypse then things could get spicy"  
[X Link](https://x.com/JackFarley96/status/2018773666738110965)  2026-02-03T19:48Z 84.4K followers, 29.7K engagements


"And this is from a BDC (ARCC) that is biggest & seen as one of "best in class." Huge amounts of private equity capital would have to be lost for these loans to take serious losses"  
[X Link](https://x.com/JackFarley96/status/2018773669938385261)  2026-02-03T19:48Z 84.4K followers, [----] engagements


"Teradyne $TER up 190% since this interview w/@Citrini7 last summer OUT NOW - @Citrini7 on: - the "5th inning" (or 6th) for the AI Trade - Robotics & Teradyne $TER - Semis & $NVDA - "Robot fever" in China - Healthcare & rare diseases - much more 1/4 Apple 🔊https://t.co/iJqUPopSfV Spotify 🔊https://t.co/c0tJczpJV9 https://t.co/0oDdnpMekS OUT NOW - @Citrini7 on: - the "5th inning" (or 6th) for the AI Trade - Robotics & Teradyne $TER - Semis & $NVDA - "Robot fever" in China - Healthcare & rare diseases - much more 1/4 Apple 🔊https://t.co/iJqUPopSfV Spotify 🔊https://t.co/c0tJczpJV9"  
[X Link](https://x.com/JackFarley96/status/2018775805979996398)  2026-02-03T19:57Z 84.5K followers, [----] engagements


"@N1kolaR @Citrini7 Idk but I'm up 12x more on $TER than I'm down on $TIC (just did the math)"  
[X Link](https://x.com/JackFarley96/status/2018808771867275545)  2026-02-03T22:08Z 84.4K followers, [---] engagements


"@kangminjlee Glad my algo knows not to show me this nonsense"  
[X Link](https://x.com/JackFarley96/status/2018847020812054898)  2026-02-04T00:40Z 84.4K followers, [----] engagements


"Gotta take the kings view into account 👑 Certainly some proprietary data companies (not just aggregators) being sold $SPGI $MSCI Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: [--] February [----] https://t.co/SgWZVIf4nT Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: [--] February 2026"  
[X Link](https://x.com/JackFarley96/status/2019070446453260716)  2026-02-04T15:28Z 84.5K followers, [----] engagements


"OUT NOW - one of the greatest shortsellers ever told me why he (Carson Block @muddywatersre) is staying away from shorting AI (for now) & LONG strategies in metals/mining & Southeast Asia 1/3 http://shorturl.at/EpLuA http://shorturl.at/ZUIWE http://shorturl.at/EpLuA http://shorturl.at/ZUIWE"  
[X Link](https://x.com/JackFarley96/status/2019128128279564618)  2026-02-04T19:17Z 84.5K followers, 17.4K engagements


"This interview is brought to you by @PictetGroup & the Pictet AI Enhanced International Equity ETF $PQNT. International Exposure. Driven by AI. Learn more here: 2/3 https://etf.am.pictet.com/pqnt/ https://etf.am.pictet.com/pqnt/"  
[X Link](https://x.com/JackFarley96/status/2019128135980314663)  2026-02-04T19:17Z 84.4K followers, [----] engagements


"YouTube: Performance of two of Muddy Water's strategies that AREN'T short-selling in 2025: Metals/Mining: (net) 100% Momentum: (gross) 70% For Vietnam long-biased strategy implication was it was hard to beat Vietnam Index (up 67% in 2025) 3/3 https://www.youtube.com/watchv=jxGkb-BN3ts https://www.youtube.com/watchv=jxGkb-BN3ts"  
[X Link](https://x.com/JackFarley96/status/2019128138593366438)  2026-02-04T19:17Z 84.4K followers, [----] engagements


"Regarding AI's threat to software: "caution is warranted" says Private Credit Maven at $200 Billion+ credit shop Private Equity = "very heavily indexed to software" & "as a lender. you have to recognize the paradigm shift." http://shorturl.at/ZHfXz http://shorturl.at/ZHfXz"  
[X Link](https://x.com/JackFarley96/status/2019141140092731787)  2026-02-04T20:08Z 84.5K followers, 12.3K engagements


"ALPHABET GUIDES FOR $175-185 BILLION CAPEX IN [----] $GOOGL $GOOG"  
[X Link](https://x.com/JackFarley96/status/2019157427015545025)  2026-02-04T21:13Z 84.5K followers, 18.1K engagements


"Impressive results. The CapEx is huge - [---] Billion is a lot of dough. Our Q4/FY25 results are in. Thanks to our partners & employees it was a tremendous quarter exceeding $400B in annual revenue for the first time. Our full AI stack is fueling our progress and Gemini [--] adoption has been faster than any other model in our history. Were really https://t.co/UbcQPFRGkr Our Q4/FY25 results are in. Thanks to our partners & employees it was a tremendous quarter exceeding $400B in annual revenue for the first time. Our full AI stack is fueling our progress and Gemini [--] adoption has been faster than"  
[X Link](https://x.com/JackFarley96/status/2019162269184151947)  2026-02-04T21:32Z 84.4K followers, [----] engagements


"Not a bad business $ARM"  
[X Link](https://x.com/JackFarley96/status/2019163683688181920)  2026-02-04T21:38Z 84.5K followers, [----] engagements


"Immodestly I think Monetary Matters (my podcast) is doing a good job. Some of the biggest and best performing hedge funds listen. As well as huge whales. [---] Million hours of listened content not counting X/social. TBPN is fantastic and they've built a wonderful product and brand. They have excelled in two areas: a) having a big & engaged audience and b) being widely seen as someone who has a big and engaged audience. We have focused so far on A and are pleased with our results. B is very important for getting sponsors and investors and to an extent viewers too. But ultimately it is all about"  
[X Link](https://x.com/JackFarley96/status/2019376575003742451)  2026-02-05T11:44Z 84.4K followers, [----] engagements


"Fwiw I shorted $MSTU when it was 20x higher than it is now. I covered because the hard-to-borrow cost and margin requirements just were too onerous. But I knew it would work very hard for it now to especially if paired by buying Bitcoin calls"  
[X Link](https://x.com/JackFarley96/status/2019379459019653373)  2026-02-05T11:55Z 84.4K followers, [----] engagements


"So fun to chop it up with @TgMacro & @dailydirtnap. I talked about why I'm still bullish on semis & precious metal beta and why I think software could be screwed Macro Dirt #83: Dissecting The "DIGITAL GODS" with @JackFarley96 @dailydirtnap https://t.co/zZ3M3bS9pc Macro Dirt #83: Dissecting The "DIGITAL GODS" with @JackFarley96 @dailydirtnap https://t.co/zZ3M3bS9pc"  
[X Link](https://x.com/JackFarley96/status/2019382954078671155)  2026-02-05T12:09Z 84.5K followers, [----] engagements


"Indiscriminate selling in what the market views as "software" seems to me to be wrong for example $SPGI $MSCI (there are other names). I disclose myself as $NOW bagholder We also talk energy Tony is super bullish on the oil producers"  
[X Link](https://x.com/JackFarley96/status/2019382955672486209)  2026-02-05T12:09Z 84.5K followers, [----] engagements


"Just posted my interview with OakTree MD in Private Credit on LinkedIn (below). Talks about how they spotted First Brands red flags before bankruptcy Convergence of pub & private markets means investors botta be tapped into both to see true lev/risk https://www.linkedin.com/feed/update/urn:li:share:7425166661810307072/ https://www.linkedin.com/feed/update/urn:li:share:7425166661810307072/"  
[X Link](https://x.com/JackFarley96/status/2019404400931004574)  2026-02-05T13:35Z 84.4K followers, [----] engagements


"Listen to this if you haven't already. We talk about AI's threat to software and the impact this might have on credit (Private Equity owns a lot of software and they borrow heavily) OUT NOW - for many years the riskiest highest yielding loans generated the highest returns. That era may be coming to an end. My interview w/ @Oaktree MD Raghav Khanna on First Brands Private Credit & more: Apple 🔊https://t.co/rY8GHX2XOT Spotify📽https://t.co/PtP8KkE0W6 https://t.co/6o5FYsBUFc OUT NOW - for many years the riskiest highest yielding loans generated the highest returns. That era may be coming to an"  
[X Link](https://x.com/JackFarley96/status/2019408669419381017)  2026-02-05T13:52Z 84.4K followers, [----] engagements


"I'll be at @iconnections_io' Global Alts Miami later in February If you're there and want to talk hit me up Who wants a piece of @JackFarley96 & me We will be in Miami 2/22-2/26 for iConnections. Whos going to be there🎾 https://t.co/HOuGFhAJnK Who wants a piece of @JackFarley96 & me We will be in Miami 2/22-2/26 for iConnections. Whos going to be there🎾 https://t.co/HOuGFhAJnK"  
[X Link](https://x.com/JackFarley96/status/2019417715346403643)  2026-02-05T14:27Z 84.4K followers, [----] engagements


"We are looking to play tennis too providing schedule permits🎾 @BillAckman"  
[X Link](https://x.com/JackFarley96/status/2019417717632303394)  2026-02-05T14:27Z 84.4K followers, [----] engagements


"Loan market trading like canine excrement. Broadly syndicated loan market is selling off as are BDCs. SOFTWARE"  
[X Link](https://x.com/JackFarley96/status/2019446921597694462)  2026-02-05T16:24Z 84.5K followers, [----] engagements


"Flirting with becoming a Zoom bull $ZM"  
[X Link](https://x.com/JackFarley96/status/2019528122111258828)  2026-02-05T21:46Z 84.4K followers, [----] engagements


"Good for semis Bad for those naysaying the semis Another eye watering capex number *AMAZON SEES [----] CAPEX ABOUT $200B EST. $146.11B Another eye watering capex number *AMAZON SEES [----] CAPEX ABOUT $200B EST. $146.11B"  
[X Link](https://x.com/JackFarley96/status/2019532229085696493)  2026-02-05T22:02Z 84.4K followers, 12.3K engagements


"@MrtnzAlvrz Nor the Athens airport"  
[X Link](https://x.com/JackFarley96/status/2019534669121745216)  2026-02-05T22:12Z 84.4K followers, 13.9K engagements


"Specifically good for Marvell $MRVL Another eye watering capex number *AMAZON SEES [----] CAPEX ABOUT $200B EST. $146.11B Another eye watering capex number *AMAZON SEES [----] CAPEX ABOUT $200B EST. $146.11B"  
[X Link](https://x.com/JackFarley96/status/2019554945356411287)  2026-02-05T23:33Z 84.5K followers, [----] engagements


"The VCs have Anthropic and OpenAI and SpaceX at least. Private Equity has a lot of legacy software businesses that are very levered. Some PE shops are 100% software Private credit too is impacted some PC loans are to software businesses. Obviously senior in capital stack Sell-off in credit seems a bit extreme to me so far (especially in BDCs) but what do I know. https://twitter.com/i/web/status/2019577563857731872 https://twitter.com/i/web/status/2019577563857731872"  
[X Link](https://x.com/JackFarley96/status/2019577563857731872)  2026-02-06T01:03Z 84.4K followers, [----] engagements


"@jnconkle I'll see your bet and raise"  
[X Link](https://x.com/JackFarley96/status/2019578563897200836)  2026-02-06T01:07Z 84.4K followers, [---] engagements


"@ser_kingslayer_ Yes going to increase MRVL's revenues by a way lower dollar amount than NVDA but a way higher % amount"  
[X Link](https://x.com/JackFarley96/status/2019578839589142657)  2026-02-06T01:08Z 84.4K followers, [---] engagements


"Me: Unprofitable and stock-based comp still exceeds share buybacks $TEAM Atlassian CEO: "We believe our shares are significantly undervalued. Were using our strong free cash flow to opportunistically repurchase our stock." $TEAM https://t.co/YJAiJfdJ4t Atlassian CEO: "We believe our shares are significantly undervalued. Were using our strong free cash flow to opportunistically repurchase our stock." $TEAM https://t.co/YJAiJfdJ4t"  
[X Link](https://x.com/JackFarley96/status/2019591896973074892)  2026-02-06T02:00Z 84.5K followers, [----] engagements


"Don't understand the product so don't have a fundamental view on the stock. My point is that this below (Atlassian not being hurt by AI or maybe even helped by AI) is capable of "saving the stock." Not GAAP losses & continued dilution and not even technically "cheap" yet"  
[X Link](https://x.com/JackFarley96/status/2019591899330588960)  2026-02-06T02:00Z 84.5K followers, [----] engagements


"Okay yeah actually pretty strong. But this was last quarter. Markets are pricing in next quarter until the end of time $TEAM The earnings report I was waiting for all day: it wasnt Amazon. It is Atlassian: which we dont own but this is a really clean read on the state of software. They touch everything. Developers Non technical teams Simple daily workflows Deep complex systems across https://t.co/jshuIPafiZ The earnings report I was waiting for all day: it wasnt Amazon. It is Atlassian: which we dont own but this is a really clean read on the state of software. They touch everything."  
[X Link](https://x.com/JackFarley96/status/2019593114135208359)  2026-02-06T02:04Z 84.5K followers, [----] engagements


"@jnconkle damn even I don't own MediaTek. a somewhat rare instance of me talking very bullishly about a name I don't own"  
[X Link](https://x.com/JackFarley96/status/2019594746310590581)  2026-02-06T02:11Z 84.4K followers, [---] engagements


"@BenMillerise Good one. VC definitely less vulnerable than PE because they are younger & more AI native (and less indebted) Don't know if still in Venture fund but I heard a very good ServiceTitan pitch from Josh Brown. It's too niche & plumbers aren't going to vibecode their own software"  
[X Link](https://x.com/JackFarley96/status/2019599742595178680)  2026-02-06T02:31Z 84.4K followers, [---] engagements


"@srinik23 what do you mean by this"  
[X Link](https://x.com/JackFarley96/status/2019601228729315663)  2026-02-06T02:37Z 84.4K followers, [--] engagements


"@LukeAne10 PE is very likely not in NOW as it's a publicly traded stock. Don't know what you mean by CRE other than commercial real estate which is not super relevant imo"  
[X Link](https://x.com/JackFarley96/status/2019621444129329160)  2026-02-06T03:57Z 84.4K followers, [--] engagements


"@CedarStResearch they own a nice chunk of Anthropic. 10% of Zoom's market cap"  
[X Link](https://x.com/JackFarley96/status/2019623146303713578)  2026-02-06T04:04Z 84.4K followers, [---] engagements


"@CedarStResearch Mhm I first learned about it from Citrini and then did some of my own work on it today. A less speculative company than I would have thought. The risk is it gets Paypal-ed by MSFT but it's been surprisingly resistant to that"  
[X Link](https://x.com/JackFarley96/status/2019625201865224552)  2026-02-06T04:12Z 84.4K followers, 15.9K engagements


"@Hulk9Smash Like what"  
[X Link](https://x.com/JackFarley96/status/2019744785750245711)  2026-02-06T12:07Z 84.4K followers, [--] engagements


"Big if true Y'all are clowns. Clowns. The Anthropic legal plugin USES SOFTWARE. It doesn't replace it. "In fact the Cowork legal plugin uses Microsoft [---] Jira Slack and Box software to accomplish its tasks. No one at Anthropic has replicated any of these applications with ones coded https://t.co/gJMhi3qAYt Y'all are clowns. Clowns. The Anthropic legal plugin USES SOFTWARE. It doesn't replace it. "In fact the Cowork legal plugin uses Microsoft [---] Jira Slack and Box software to accomplish its tasks. No one at Anthropic has replicated any of these applications with ones coded"  
[X Link](https://x.com/JackFarley96/status/2019834643537650138)  2026-02-06T18:04Z 84.5K followers, 20.8K engagements


"@AndreasSteno People are selling those names in the article like crazy though (TEAM CRM MSFT)"  
[X Link](https://x.com/JackFarley96/status/2019854507149259040)  2026-02-06T19:23Z 84.5K followers, [----] engagements


"@zoomyzoomm Zoom owns Anthropic in size though"  
[X Link](https://x.com/JackFarley96/status/2020872806490137004)  2026-02-09T14:49Z 84.5K followers, [----] engagements


"@a63738464 Yes market is shooting first and asking questions later. what does this have to do with Palantir"  
[X Link](https://x.com/JackFarley96/status/2021055024051388450)  2026-02-10T02:54Z 84.5K followers, [--] engagements


"Not enough people are talking about the collapse in natural gas prices. European next hour Dutch TTF nat gas is now *negative*. Henry Hub (U.S. nat gas) has been cut in half over the past two months"  
[X Link](https://x.com/JackFarley96/status/1584588312966488065)  2022-10-24T16:51Z 84.5K followers, [----] engagements


"Banks have borrowed over $1 Trillion dollars from the Federal Home Loan Bank (FHLB) This is the highest level of FHLB advances since 2008"  
[X Link](https://x.com/anyuser/status/1652036922858954752)  2023-04-28T19:47Z 84.5K followers, 177.1K engagements


"It's truly stunning that in [----] with rates near [--] many U.S. banks could buy an option to insure against an interest rate shock. The cost of this option: 0.02% () A similar option for U.S. homeowners is now nearly 100x as expensive. Here's how it worked: 🧵 (1/31)"  
[X Link](https://x.com/anyuser/status/1707855852030271555)  2023-09-29T20:32Z 84.5K followers, 457.8K engagements


"Very strong quarter from Amazon no doubt. but at the same time $AMZN's free cash flow is collapsing AI CapEx is consuming so much capital"  
[X Link](https://x.com/anyuser/status/1983991165943951825)  2025-10-30T20:15Z 84.5K followers, 221.6K engagements


"There's a bubble in customers giving Nvidia money in exchange for goods and services $NVDA"  
[X Link](https://x.com/JackFarley96/status/1991263122913361950)  2025-11-19T21:51Z 84.5K followers, 142.2K engagements


"*Mining* silver What No mining. Why would you dig for silver If you produce silver people will ask you how much and it will never be enough. The second you mine your first ounce is the day you become a Utility. Why sell ounces to Chinese solar producers when you can sell warrants to Eric Sprott $11 AISC Who gives a fuck. It's not about how many ounces you can extract it's about how many tons you can infer. Cash flow is 2x dogs for like Wheaton Precious or Pan American Silver. It's about MAXIMIZING your NAV and raising capital based on rumors that the Alpayana Syndicate is considering a"  
[X Link](https://x.com/JackFarley96/status/2016711205105127507)  2026-01-29T03:13Z 84.5K followers, 53.2K engagements


"The image seen at quality long-only shops around the world #SaaSpocalypse"  
[X Link](https://x.com/JackFarley96/status/2018760624818323601)  2026-02-03T18:56Z 84.5K followers, [----] engagements


""The semis trade is over" lmfao. $AVGO ALPHABET GUIDES FOR $175-185 BILLION CAPEX IN [----] $GOOGL $GOOG https://t.co/YGlntxjWiP ALPHABET GUIDES FOR $175-185 BILLION CAPEX IN [----] $GOOGL $GOOG https://t.co/YGlntxjWiP"  
[X Link](https://x.com/JackFarley96/status/2019160306950226428)  2026-02-04T21:25Z 84.5K followers, 10.2K engagements


"@jnconkle I'm a believer. Losing to alchip wouldn't be end of world because revenues would go down way way more than net income would. Losing to Broadcom would suck for sure"  
[X Link](https://x.com/JackFarley96/status/2019576343789465612)  2026-02-06T00:58Z 84.5K followers, [---] engagements


"Pretty crazy. I say yes. Part of it is that $AMZN actually has earnings (net income) now Chart of the Day: Will these lines cross again https://t.co/2JgpLabCsM Chart of the Day: Will these lines cross again https://t.co/2JgpLabCsM"  
[X Link](https://x.com/JackFarley96/status/2019902272038183008)  2026-02-06T22:33Z 84.5K followers, 14.9K engagements


"About 65% of $SPGI's (down 20% over past month) pre-tax earnings come from ratings & indices. The potential challenge that AI poses to S&P's analytics/consulting/intel business is something I get. But I don't understand AI's bear case for ratings & indices tbh"  
[X Link](https://x.com/JackFarley96/status/2021272003588534758)  2026-02-10T17:16Z 84.5K followers, 12.7K engagements


"@bucketshopcap Facts. I'm long a few dogs to be contrarian and worst case generate some taxable losses but am under no delusions of what is powering this bull market"  
[X Link](https://x.com/JackFarley96/status/2021281233297178908)  2026-02-10T17:52Z 84.5K followers, [----] engagements


"AI Fears are causing Absolute Annihilation among "quality compounding" financial stocks like MSCI & S&P Global $MSCI $SPGI https://twitter.com/i/web/status/2021337324160942109 https://twitter.com/i/web/status/2021337324160942109"  
[X Link](https://x.com/JackFarley96/status/2021337324160942109)  2026-02-10T21:35Z 84.5K followers, [----] engagements


"I admit [--] day rate of change is arbitrary but there is no reason why it's inferior than [--] day [--] day [--] month or [--] year those are just as arbitrary Extremely weak. I happen to be long both actually (bagholder). Wouldn't be shocked if they go lower Index moat and ratings seems like a lock. But I would have said that about many other companies a month ago. for example $VRSK (I'm also a bagholder)"  
[X Link](https://x.com/JackFarley96/status/2021337326467641787)  2026-02-10T21:35Z 84.5K followers, [----] engagements


"@YellowCatCap ratings 3xed and indices 4xed on this chart"  
[X Link](https://x.com/JackFarley96/status/2021387217583866277)  2026-02-11T00:54Z 84.5K followers, [---] engagements


"@pimplefresh @bucketshopcap Lots of semiconductors & Precious metal beta (via streamers). Getting less bullish on gold & silver tbh. I think semis have lots of room to run. Has been great trade"  
[X Link](https://x.com/JackFarley96/status/2021416233653108986)  2026-02-11T02:49Z 84.5K followers, [--] engagements


"@choffstein Betting against Jesus earns only the cash rate Pass"  
[X Link](https://x.com/JackFarley96/status/2021620601581175044)  2026-02-11T16:21Z 84.5K followers, [----] engagements


"Am I crazy or is $MRVL looking good here after this Amazon $200B CapEx guide"  
[X Link](https://x.com/JackFarley96/status/2019573740686962955)  2026-02-06T00:47Z 84.5K followers, 13.1K engagements


"Out now - Carson Block of @muddywatersre describes in detail his short thesis on Blackstone Mortgage Trust (BMXT): - incoming "perfect macro storm" of lower net operating income (NOI) higher interest rates and impaired CRE values risks a "liquidity crisis" that could force BXMT to cut their dividend - absent interest rate swaps (hedges) 73% of borrowers in BXMT's collateralized loan obligations (CLO's) aren't able to cover interest expense and 27% were unable to pay just the risk free rate (SOFR) - $16 Billion of notional swaps expire in [----] which Block argues will put severe stress on the"  
[X Link](https://x.com/JackFarley96/status/1742283196526457302)  2024-01-02T20:34Z 84.5K followers, 57.2K engagements


"OUT NOW- my interview w/ top bank investor @thebankzhar on: - the stock he says is the 'NVIDIA of banks' - [----] = "biggest small bank M&A year in history" - CRE REIT shorts + more Apple Spotify http://rb.gy/9rpz0t http://rb.gy/udn3bz http://rb.gy/9rpz0t http://rb.gy/udn3bz"  
[X Link](https://x.com/JackFarley96/status/1886493021111234790)  2025-02-03T19:12Z 84.6K followers, 80.9K engagements


"@junkbondinvest Clearly a duration thing and not [--] cents on dollar as a credit issue"  
[X Link](https://x.com/JackFarley96/status/2013298708301963602)  2026-01-19T17:13Z 84.6K followers, 34.7K engagements


"If software really is going to be disrupted by AI then the SaaS companies in private portfolios - Private Equity AND Venture Capital both being "Bagholders" - are going to be some of the Heaviest Bags imaginable"  
[X Link](https://x.com/JackFarley96/status/2019577561291059535)  2026-02-06T01:03Z 84.6K followers, [----] engagements


"Just covered my short in $IONQ earlier this week because they bought a "real" company in the white hot semi industry. but this is an interesting angle Quantum seems to have almost zero commercial use cases other than hacking Bitcoin We are short $IONQ because in [----] they lost funding for Pentagon contracts that had comprised up to 86% of revenues from 2022-2024. This left a $54.6M black hole in their bookings in [----] which we believe caused their CEO to resign and insiders to dump $396.6 million in stock. We are short $IONQ because in [----] they lost funding for Pentagon contracts that had"  
[X Link](https://x.com/JackFarley96/status/2019624731935404237)  2026-02-06T04:10Z 84.6K followers, [----] engagements


"I was technically short $IONX not $IONQ"  
[X Link](https://x.com/JackFarley96/status/2019624734003208412)  2026-02-06T04:10Z 84.6K followers, [----] engagements


"@zoomyzoomm he has the heart and mindset of a winner"  
[X Link](https://x.com/JackFarley96/status/2020859413993545880)  2026-02-09T13:56Z 84.6K followers, [----] engagements


"OUT NOW - @BergMilton on: - clear sign of "climax top" in gold & silver - why he expects a precious metals bear market - S&P [---] Bitcoin Software + Korean stocks & more 1/3 http://shorturl.at/w5zFi http://shorturl.at/NA513 http://shorturl.at/w5zFi http://shorturl.at/NA513"  
[X Link](https://x.com/JackFarley96/status/2021294805276369354)  2026-02-10T18:46Z 84.6K followers, 18.4K engagements


"As I say at beginning of interview when we recorded this interview on Feb [--] Milton was 100% short equities for institutional clients. On Feb [--] he covered these shorts. Only available for institutional clients. New retail service available here 3/3 https://miltonbergedge.com/ https://miltonbergedge.com/"  
[X Link](https://x.com/JackFarley96/status/2021294810343129325)  2026-02-10T18:46Z 84.6K followers, [----] engagements


"Nailed it. "AI-Disruption FUD (Fear) isn't falsifiable." The issue with AI-disruption FUD is that it isnt falsifiable. The fund manager selling $MCO doesnt think AI will disrupt credit ratings just that AI keeps improving & theres no clear resolution to the stocks overhang. Meanwhile MCOs earnings will keep marching higher. The issue with AI-disruption FUD is that it isnt falsifiable. The fund manager selling $MCO doesnt think AI will disrupt credit ratings just that AI keeps improving & theres no clear resolution to the stocks overhang. Meanwhile MCOs earnings will keep marching higher"  
[X Link](https://x.com/JackFarley96/status/2021389066907025444)  2026-02-11T01:01Z 84.6K followers, [----] engagements


"Out now on YouTube - @BergMilton's Turning Point Analysis featuring over [--] charts on S&P/Nasdaq/Russell semis software stocks gold silver & Bitcoin https://www.youtube.com/watchv=rQZAqMNn9HE OUT NOW - @BergMilton on: - clear sign of "climax top" in gold & silver - why he expects a precious metals bear market - S&P [---] Bitcoin Software + Korean stocks & more Apple🔊https://t.co/bNqmCOVqMV Spotify📽https://t.co/mnN6Dn02hi 1/3 https://t.co/U3F0Pxojhy https://www.youtube.com/watchv=rQZAqMNn9HE OUT NOW - @BergMilton on: - clear sign of "climax top" in gold & silver - why he expects a precious"  
[X Link](https://x.com/JackFarley96/status/2021618046024982800)  2026-02-11T16:11Z 84.6K followers, [----] engagements


"It's obvious that gold & silver have peaked. S-Tier Technician @BergMilton sees "all the signs" of a "Climax Peak" in precious metals: - record volume into the highs (& gaps) - gold/silver scrapping - spiking top 1/3 http://shorturl.at/w5zFi http://shorturl.at/w5zFi"  
[X Link](https://x.com/JackFarley96/status/2021702696693121362)  2026-02-11T21:47Z 84.6K followers, 14.3K engagements


"When I say it's obvious gold and silver have peaked that's not my view I'm attempting to summarize in a dramatic (and accurate) fashion Milton's views. As I said he seemed quite confident to me Scrapping = people selling their bullion S-Tier is a compliment by the way :) 3/3"  
[X Link](https://x.com/JackFarley96/status/2021702700287529008)  2026-02-11T21:47Z 84.6K followers, [----] engagements


"Why @BergMilton is bearish silver: refineries are OVERWHELMED with silver scrap EVEN MORE than in [----] (prior speculative peak). Well sourced from "largest smelter in New York" http://shorturl.at/w5zFi http://shorturl.at/NA513 http://shorturl.at/w5zFi http://shorturl.at/NA513"  
[X Link](https://x.com/JackFarley96/status/2021714865652404346)  2026-02-11T22:36Z 84.6K followers, 19.8K engagements


"Hey Gemini make a financial model for this stock I own that confirms my long bias"  
[X Link](https://x.com/JackFarley96/status/2021766932416921845)  2026-02-12T02:02Z 84.6K followers, 63.1K engagements


"Anthropic to raise $20 Billion More money to spend on cloud computing Which means more money to spend on GPUs The cycle continues $NVDA"  
[X Link](https://x.com/JackFarley96/status/2021905108817392038)  2026-02-12T11:11Z 84.6K followers, [----] engagements


"Milton managed largest gold fund in the 1980s (top three funds). In [----] he won "Mutual Fund Manager of the Year" alongside Stanley Druckenmiller Milton thinks Jan [--] was a clear "climax top" for gold/silver & is bearish YouTube https://www.youtube.com/watchv=rQZAqMNn9HE http://shorturl.at/w5zFi https://www.youtube.com/watchv=rQZAqMNn9HE http://shorturl.at/w5zFi"  
[X Link](https://x.com/JackFarley96/status/2021959349594214500)  2026-02-12T14:47Z 84.6K followers, [----] engagements


"I sold my calls in Teradyne $TER +1220% in total"  
[X Link](https://x.com/JackFarley96/status/2021997697482600765)  2026-02-12T17:19Z 84.6K followers, 59.7K engagements


"Found out about $TER from @Citrini7. not a bad call This 13.2x is pre-tax effective returns from buying long-dated ATM calls and then rolling them into higher strike calls. It takes into account the fact that I "took some money off the table" with this rolling. had I not the return would have been 19.78x (4.3x and 4.6x on each strike) Return of $TER over relevant time period was "merely" 3x so obviously tons of leverage/time/path dependence risk that went my way. Very lucky of course Sold because it was getting too concentrated. Could be a mistake. I still like the semis"  
[X Link](https://x.com/JackFarley96/status/2021997698933493852)  2026-02-12T17:19Z 84.6K followers, [----] engagements


"@LukeAne10 @Citrini7 The company will likely do well idk about the stock. There are names I like more than TER at [---]. Obviously or I wouldn't have sold. Honestly though selling could have been a mistake wouldn't be shocked if it goes to [---]. But it was time to sell"  
[X Link](https://x.com/JackFarley96/status/2021998625166180478)  2026-02-12T17:23Z 84.6K followers, [---] engagements


"@SHYTRECE @BergMilton Oil soybeans most other commodities"  
[X Link](https://x.com/JackFarley96/status/2021999309517205770)  2026-02-12T17:26Z 84.6K followers, [---] engagements


"@ShaleTier7 Thanks Michael. this is Permian Call me crazy but I think there's a lot more oil left. Like a lottt What do you think of PrairieSky Quite unloved"  
[X Link](https://x.com/JackFarley96/status/2022007101518958957)  2026-02-12T17:57Z 84.6K followers, [---] engagements


"The market is clearing shooting first and asking question later when it comes to AI-disrupt-ability. Take Uber whose value is the network. Its moat isn't its software it is that they murdered their competition in cold blood"  
[X Link](https://x.com/JackFarley96/status/2022021842282983829)  2026-02-12T18:55Z 84.6K followers, 49.4K engagements


"Worst sell-off in this logistics/tech company since [----] (LTCM & Russian Debt Crisis) $EXPD Bigger than Tariffs March [----] [----]. AI Fears"  
[X Link](https://x.com/JackFarley96/status/2022021919709835276)  2026-02-12T18:56Z 84.6K followers, 15.5K engagements


"@dg1001 @Citrini7 Good point"  
[X Link](https://x.com/JackFarley96/status/2022073620936503564)  2026-02-12T22:21Z 84.6K followers, [---] engagements

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