[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @LumidaWealth Lumida Wealth Management Lumida Wealth Management posts on X about tariffs, rates, stablecoins, investment the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1578458844640038922/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +31% - X Months XXXXXXX +226% - X Year XXXXXXX -X% ### Mentions: XX [#](/creator/twitter::1578458844640038922/posts_active)  - X Month XXX -XX% - X Months XXX +136% - X Year XXXXX -XX% ### Followers: XXXXX [#](/creator/twitter::1578458844640038922/followers)  - X Week XXXXX +0.24% - X Month XXXXX +2% - X Months XXXXX +12% - X Year XXXXX +25% ### CreatorRank: XXXXXXX [#](/creator/twitter::1578458844640038922/influencer_rank)  ### Social Influence [#](/creator/twitter::1578458844640038922/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [exchanges](/list/exchanges) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [tariffs](/topic/tariffs) 3.76%, [rates](/topic/rates) #319, [stablecoins](/topic/stablecoins) 3.23%, [investment](/topic/investment) #2469, [stocks](/topic/stocks) #3226, [inflation](/topic/inflation) #290, [trumps](/topic/trumps) 2.15%, [losses](/topic/losses) 2.15%, [fed](/topic/fed) 1.61%, [cash flow](/topic/cash-flow) XXXX% **Top accounts mentioned or mentioned by** [@ramahluwalia](/creator/undefined) [@caitlinlong](/creator/undefined) [@noelleinmadrid](/creator/undefined) [@investingcom](/creator/undefined) [@campbelljaustin](/creator/undefined) [@hadickm](/creator/undefined) [@davidwestin](/creator/undefined) [@dwsgroup](/creator/undefined) [@tetherto](/creator/undefined) [@cosmojiang](/creator/undefined) [@bgurley](/creator/undefined) [@trengriffin](/creator/undefined) [@learnwatchand](/creator/undefined) [@mvk5000](/creator/undefined) [@bdomash](/creator/undefined) [@lars_sax](/creator/undefined) [@peerttteerr](/creator/undefined) [@jargas88136](/creator/undefined) [@debamit007](/creator/undefined) **Top assets mentioned** [Artificial Intelligence (AI4)](/topic/$ai4) [Microsoft Corp. (MSFT)](/topic/microsoft) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Mastercard, Inc. (MA)](/topic/$ma) [Ethereum (ETH)](/topic/ethereum) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Core Scientific, Inc. Common Stock (CORZ)](/topic/core-scientific) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Mario Coin (COIN)](/topic/$coin) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Tenet Healthcare Corporation New (THC)](/topic/$thc) [HCA Healthcare Inc (HCA)](/topic/$hca) [Universal Health Services, Inc. Class B (UHS)](/topic/$uhs) [Bitcoin (BTC)](/topic/$btc) [Litecoin (LTC)](/topic/litecoin) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Sanofi (SNY)](/topic/sanofi) [Humana Inc (HUM)](/topic/$hum) [CVS Health Corp (CVS)](/topic/$cvs) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Centene Corp (CNC)](/topic/$cnc) [UnitedHealth Group (UNH)](/topic/$unh) [Elevance Health Inc (ELV)](/topic/$elv) ### Top Social Posts [#](/creator/twitter::1578458844640038922/posts) --- Top posts by engagements in the last XX hours "You Thought the U.S. Economy Was Slowing Think Again. Spring tariff shock didnt tip the economy into recession. S&P and Retail sales have both rebounded to record highs after Apr slump. Consumer sentiment is climbing; spending is exceeding forecasts. Strong earnings at giants like JPMorgan BofA Citi Goldman and United show business resilience. Small businesses report better demand and hiring plans than expected. However manufacturing remains weak inflation stubborn and tariffs/immigration policy may weigh longer term. Tariff worries havent derailed growth. Confidence is ticking back up but"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947295501701038439) 2025-07-21 14:00:01 UTC 6221 followers, XXX engagements "6/ Apollo has teamed up with Securitize to let crypto-native investors access one of its private credit funds via blockchain a first for the asset manager"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947970052382232916) 2025-07-23 10:40:26 UTC 6221 followers, XX engagements "WHY TRUMP'S FED THREATS MEAN HIGHER RATES @NoelleInMadrid: "Trump keeps saying hell fire Powell to get lower rates. But these threats are backfiring; rate cuts are now less likely. Just talking about firing the Fed chair makes investors nervous about Fed independence. That means higher inflation fears and higher interest rates. Powell cant cut now without looking weak. Trumps pressure is making the exact problem he wants to fix even worse." Here are highlights from a recent episode by @bitsandbips @Steven_Ehrlich @ramahluwalia @cosmo_jiang @Unchained_pod"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947680592629534875) 2025-07-22 15:30:14 UTC 6221 followers, 1545 engagements "5/ Now lets talk about valuation. S&P 500s price-to-sales (P/S) ratio is near record highs. BUT: The equal-weight index (avg stock) tells a different story"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948011565254611080) 2025-07-23 13:25:24 UTC 6221 followers, XX engagements "1/ CoreWeave To Acquire Core Scientific for $9B CoreWeave an AI cloud leader announced an all-stock acquisition of crypto miner Core Scientific valuing it at $20.40/share. However the XX% premium has more to it than meets the eye CORZ investors get XXXXXX CRWV shares which after Mondays decline values the deal at $XXXXX per share. This deal could reshape how AI infrastructure is financed and owned. A breakdown for investors: $CORZ $CRWV"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1942908400406299022) 2025-07-09 11:27:14 UTC 6219 followers, 15.4K engagements "5/ On stablecoin & systemic risk: If you take $6T out of the banking system and move it into stablecoins you have to think through the policy ramifications. Well build what consumers want. If they want stablecoins well help them transact"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947560096755524092) 2025-07-22 07:31:25 UTC 6220 followers, XX engagements "6/ Rileys recent acquisition unlocks future growth at a reasonable price In late 2024 Riley acquired Silverback Exploration for $XXX MM in cash. Lumida estimates 3.9x Price/FCF a XX% discount to REPXs already historically cheap P/FCF. Further the deal brings growth: 47000 acres & over XXX gross undeveloped drilling locations"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947208285154607288) 2025-07-21 08:13:27 UTC 6219 followers, XX engagements "WHY WARREN BUFFETT WOULDNT TOUCH THIS STOCK Norwegian Cruise Lines shows XX% ROE but it's driven by "lots and lots of debt." The key question: Are they actually creating value - Book value grew from $300M (Dec 2023) to $1.4B (Dec 2024) - Half their short-term debt is customer advances (prepayments) - Paying off X% of debt annually - XX% free cash flow yield - "rarely been this high" "You can manage earnings. It's hard to manage cash flow." Left tail risk Another COVID lockdown that stops cruising. Warren Buffett wouldn't buy it - "too cyclical for him." #NCLH #Cruises #DebtAnalysis"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1938944471288422842) 2025-06-28 12:56:00 UTC 6211 followers, 1066 engagements "4/ Why shorting It creates realized losses that offset gains elsewhere unlocking tax savings. It also lets you profit from overpriced stocks hedge exposure and turn volatility into tax efficiency. In tax-aware investing shorting is a tool not just a trade"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947181606784913549) 2025-07-21 06:27:26 UTC 6220 followers, XX engagements "6/ According to the WSJ some HNW investors cut their tax liability by $1M+ using AI to continuously harvest losses via short exposure. AI now allows these strategies to scale efficiently across portfolios not just in hedge funds"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947181612183036384) 2025-07-21 06:27:27 UTC 6220 followers, XX engagements "5/ Why Tax saving strategies work: Losses can be recognized immediately Gains can be deferred Short-term gains are taxed at up to XXXX% Long-term gains top out at XXXX% This tax asymmetry is the foundation of after-tax alpha"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947181609905541606) 2025-07-21 06:27:27 UTC 6219 followers, XX engagements "5/ After a splashy White House announcement the Stargate projectjointly led by SoftBank and OpenAIhas struggled to get off the ground"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947616484798218436) 2025-07-22 11:15:29 UTC 6214 followers, XX engagements "5/ Riley has a Dividend Yield With plenty of coverage: The XXX% dividend yield is greater than long-term rates and is a hedge against inflation. Its covered 3.7x by free cash flow indicating the companys ability to keep paying dividends"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947208280780005767) 2025-07-21 08:13:26 UTC 6220 followers, XX engagements "WHERE ARE MARKETS HEADED Markets are moving and the signals are getting louder. Lets walk through what the latest charts are telling us about: Retail risk appetite Medicaid-exposed stocks Price-to-sales ratios - Where to focus h/t Bespoke Investment"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948011549853143102) 2025-07-23 13:25:20 UTC 6221 followers, XXX engagements "BANK EARNINGS INSIGHT At @lumidawealth we always tune into what the banks say when reporting to get a read on the economy. Bank of Americas CEO Brian Moynihan joined Bloomberg to discuss Q2 results. His conversation is full of insights about: X. Markets X. Interest Rates X. Stablecoins X. Artificial Intelligence Here are the most insightful things he said 👇"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947560088102740339) 2025-07-22 07:31:23 UTC 6221 followers, XXX engagements "6/ Meta Platforms has lured away two more senior AI researchers from Apple Mark Lee and Tom Gunter for its Superintelligence Labs team following the high-profile recruitment of Ruoming Pang Apples head of large language models"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1946170425412616432) 2025-07-18 11:29:22 UTC 6211 followers, XX engagements "3/ With Trumps Aug. X tariff deadline approaching EU and US officials are scrambling to finalize a trade agreement. The US is demanding steep broad-based tariffs with few exemptions while the EU seeks to limit the damage and secure carve-outs for key sectors"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947246333598876068) 2025-07-21 10:44:38 UTC 6218 followers, XX engagements "1/ Daily News Round-Up: - Nvidia's earnings boost AI stocks igniting market fervor - Fed minutes reveal wary of cuts to hold rates steady - Hedge funds sell $2Bn in US stocks amid market slide - Global debt hits $313T concerns over sustainability rise"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1760658513523601655) 2024-02-22 13:31:15 UTC 6220 followers, XXX engagements "10 / Don't forget to read this week's Ledger Click below to Subscribe"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947616492096307505) 2025-07-22 11:15:31 UTC 6221 followers, XXX engagements "3/ The Trump administration is using the threat of steep tariffs and restricted access to the U.S. market to force other countries to abandon digital taxes and regulations that target American tech companies"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947970048246596084) 2025-07-23 10:40:25 UTC 6221 followers, XX engagements "1/ Daily News Round-Up: - Meme stock frenzy returns as retail traders target shorted names - U.S.-Japan trade deal lowers tariffs secures major investment - Trump pushes tariff threats to block foreign digital taxes on U.S. tech - Chinese hackers breach global systems via Microsoft SharePoint flaws - Goldman warns Trump tariffs may fuel inflation slow growth - U.S. seals Asia tariff dealsmore predictability but higher costs - Morgan Stanley under Finra probe over client screening practices"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947970045201555703) 2025-07-23 10:40:24 UTC 6221 followers, XXX engagements "6/ On Artificial Intelligence: In the past we had 300000 people XX years ago in our company. Today we have 212000 people. The company's bigger complex with more transactions. AI allows us to take work and have machines do it and free up people to go out and help customers solve difficult problems"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947560099083423917) 2025-07-22 07:31:26 UTC 6220 followers, XXX engagements "7/ After months of tariff threats and market volatility the U.S. has struck deals with key Asian partners setting clear (but elevated) tariff rates and providing a template for future agreements"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947970053766353246) 2025-07-23 10:40:27 UTC 6221 followers, XX engagements "Trump called Powell a "numb skull" who keeps rates "too high" and is costing Americans their dream of homeownership. His biggest complaints: -Europe cut rates XX times the US cut zero -Powell only cut rates before the election to help Kamala -Powell is building a $XXX billion building with $XXX million in overruns -The US should be at X% rates not X% Trump: "High rates are costing us over $X trillion in interest payments. With the striking of a pen we would be saving more than $X trillion. They did a big study and called all the great intellects and economists. It was XX people and only two"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947890001641148608) 2025-07-23 05:22:21 UTC 6221 followers, 1488 engagements "STABLECOINS: THE "UBER MOMENT" FOR US PAYMENTS @CaitlinLong_: US payments are stuck in the 1970s but stablecoins are about to bring a massive upgrade. This new updated technology. is going to massively upgrade the bank's technology. Citi's $XXX T stablecoin forecast by 2030 "Laughably low" Fedwire handles $XXX QUADRILLION. ACH ($87T) and cross-border ($260T) transactions are ripe for disruption. Even JP Morgan once a critic is now embracing stablecoins. Why It's pure defense"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1944426220029940135) 2025-07-13 15:58:31 UTC 6219 followers, 22.4K engagements "2/ Retail risk is flashing yellow. A basket of high-beta names like $DKNG $FLUT $COIN $HOOD had a monster rally over X months. But in the last X days Down over 3%. Thats two back-to-back XXX% drops the first time since April"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948011553653194938) 2025-07-23 13:25:21 UTC 6221 followers, XXX engagements "7/ On Bank of America's record quarter: This quarter was a record in the companys history Were set up great for further NI growth and EPS growth in 2025 and 2026. Takeaway: the CEOs maintain a cautious outlook but the results so far raise confidence in the economy. Follow us on Youtube to watch insightful conversations with industry experts hosted by @ramahluwalia"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947560101889364291) 2025-07-22 07:31:26 UTC 6218 followers, XXX engagements "2/ Chinas Foreign Ministry stated that Chenyue Mao a senior Wells Fargo banker is under investigation and cannot leave the country due to her alleged involvement in a criminal case"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947246332147630202) 2025-07-21 10:44:38 UTC 6218 followers, XX engagements "4/ Finra is conducting a deep dive into Morgan Stanleys client-screening and AML practices focusing on how the bank risk-ranks clients and monitors for suspicious activity"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947970049626480971) 2025-07-23 10:40:26 UTC 6221 followers, XX engagements "4/ Riley has a disciplined balance sheet: Debt was reduced by $21M QoQ. Debt payback yield= XX% Interest cover= 6.7x"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947208276501827601) 2025-07-21 08:13:25 UTC 6219 followers, XX engagements "7/ NXP reported a year-over-year drop in both profit and revenue for Q2 with guidance pointing to continued but moderating declines in Q3"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947616488044569040) 2025-07-22 11:15:30 UTC 6221 followers, XX engagements "1/ Daily News Round-Up: - Trump warns 150+ countries of new 1015% tariffs starting Aug X - TSMC Q2 profits soar XX% on surging AI chip demand - Trump considered firing Fed Chair Powell later downplays it - Anthropic in talks for $100B valuation - Trump-backed crypto bills advance after GOP standoff ends - Coca-Cola to switch U.S. Coke to cane sugar after Trump pressure - Emergency medical claims overtake trip cancellations in travel insurance - Wise earnings miss expectations"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1945803825899507906) 2025-07-17 11:12:38 UTC 6213 followers, XXX engagements "5/ President Trump announced a new trade agreement with Japan lowering threatened tariffs and securing a massive Japanese investment in the U.S"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947970050968732106) 2025-07-23 10:40:26 UTC 6221 followers, XX engagements "9/ Citadel Securities sent a letter to the SECs Crypto Task Force urging a slow deliberate approach to tokenized securities"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947616490741518381) 2025-07-22 11:15:31 UTC 6221 followers, XXX engagements "8/ The U.S. is threatening higher tariffs and new supply chain requirements on goods suspected of being transshipped from China through third countries"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947616489424490729) 2025-07-22 11:15:30 UTC 6220 followers, XX engagements "3/ Meanwhile hospital stocks ( $THC $HCA $CYH $UHS) are getting hit. Tenet had a brutal XXXX% intraday drop after Q2 earnings. Analysts grilled them on 2026-28 Medicaid subsidy risk. Management didnt have a great answer"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948011557415452811) 2025-07-23 13:25:22 UTC 6221 followers, XX engagements "Trump tweeted about Bitcoin this weekend hoping to boost the price. But the market didnt care. $BTC is actually lower than last week. Even big news and Trumps tweets arent moving prices like before. Last year his Bitcoin speech marked a local top not a rally. Now other coins like Litecoin are getting all the hype. Disclaimer- This clip is from a podcast streamed on 07/21/25"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947680597671088383) 2025-07-22 15:30:15 UTC 6221 followers, XX engagements "@cosmo_jiang: A few months ago fast money had no interest in ETH. Markets were flat and sellers were everywhere. Now attention and excitement are back. Big digital asset firms are buying ETH no matter the price. $ETH is becoming the backbone for stablecoins and new finance"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947680615861784929) 2025-07-22 15:30:19 UTC 6220 followers, XX engagements "2/ Taiwan Semiconductor Manufacturing Co. (TSMC) the worlds largest contract chip maker announced record profits in the second quarter with net profit surging XX% year-over-year. This robust performance was largely driven by sustained strong demand for chips used in artificial intelligence applications"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1945803827250123173) 2025-07-17 11:12:38 UTC 6210 followers, XX engagements "1/ Daily News Round-Up: - U.S. targets China trade loopholes threatening major export routes - AstraZeneca unveils $50B U.S. investment plan biggest global facility - Stargate AI project by SoftBank & OpenAI stalls after big launch - China nears peak oil demand as EV adoption local output surge - Sanofi to acquire UKs Vicebio to expand vaccine portfolio - Citadel urges SEC to go slow on tokenized securities - W.R. Berkley posts Q2 profit rise despite catastrophe losses"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947616479278416149) 2025-07-22 11:15:28 UTC 6221 followers, XXX engagements "THE DECLINE OF VISA AND MASTERCARD IS COMING In XX years these payment giants might not matter much. New rules and competition are cutting into their profits. If Amazon starts taking stablecoins theyll save X% on every sale. Thats a big reason to switch. Stablecoins are the next big thing in fintech"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947680602326765717) 2025-07-22 15:30:16 UTC 6220 followers, XX engagements "1/ Daily News Round-Up: - Trumps Aug X tariff deadline nears EU scrambles to cut deal - China confirms Wells Fargo banker under criminal probe travel blocked - Crypto funds see record inflows Ethereum leads surge - Amazon stock lags peers despite aggressive AI push - Microsoft warns of active SharePoint server exploits - SEC considers innovation exception post-stablecoin bill - New federal law expands tax credit for private school choice - Ryanair Q1 profits double warns of softer Q2"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947246331052826787) 2025-07-21 10:44:38 UTC 6219 followers, XXX engagements "5/ Mastercard Inc. announced the launch of its new "World Legend" rewards card category a strategic move to capture a larger share of the high-spending consumer market. This new tier is designed to help banks offer more competitive premium card products against rivals like Chase American Express and Capital One"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1945437594205979074) 2025-07-16 10:57:21 UTC 6210 followers, XXX engagements "4/ It gets worse for Medicaid-exposed insurers. $MOH $CNC $UNH $CVS $HUM $ELV down 37%+ since April. Why Spiking medical loss ratios Fears of future Medicaid cuts Republican budget signals These are COVID-era lows now. We believe this fall creates bargains in healthcare"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948011561462997281) 2025-07-23 13:25:23 UTC 6221 followers, XXX engagements "5/ President Trump is set to announce a comprehensive AI policy framework focused on reducing regulatory barriers expanding energy access for data centers and promoting U.S. leadership in global AI standards"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1946170424011763840) 2025-07-18 11:29:21 UTC 6211 followers, XX engagements "4/ On interest rates & inflation: If you drop rates too far inflation may kick up and then you're going to have to raise them back quickly. Wed rather have higher rates a little more inflation a little more robust growth"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947560094788456646) 2025-07-22 07:31:25 UTC 6218 followers, XX engagements "6/ X stocks are driving the market P/S from XXXX to XXXX. $NVDA $META $AVGO $AAPL are the ones trading at an elevated P/S with a substantial market weight"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948011568945586271) 2025-07-23 13:25:24 UTC 6221 followers, XXX engagements "3/ Rileys Cash flow yield is near historical highs In Q1 2025 Riley generated $XX MM in free cash flow a XX% FCF yield Operating cash flow: $54M. Upstream capex is falling even as output rises"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947208273444126762) 2025-07-21 08:13:24 UTC 6219 followers, XX engagements "GARY GENSLER ALMOST KILLED PAXOS Now Paxos is building a stablecoin for Robinhood and Kraken. USDC has Coinbase but new players want their own standard. Robinhood teaming up with Paxos is a big move. In a gold rush the real winners are the ones selling the shovels"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947680611176747385) 2025-07-22 15:30:18 UTC 6220 followers, XX engagements "8/ Crypto investment funds saw their largest-ever weekly inflows led by a dramatic surge in Ethereum products"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947246340485812346) 2025-07-21 10:44:40 UTC 6220 followers, XX engagements "9/ Dominos posted higher Q2 revenue on the back of strong same-store sales in the U.S. and abroad with new menu options and expanded delivery partnerships driving growth"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947247263895446003) 2025-07-21 10:48:20 UTC 6221 followers, XXX engagements "6/ W.R. Berkley reported higher Q2 profit and revenue driven by strong underwriting and investment results even as catastrophe losses continued to rise"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947616486614262060) 2025-07-22 11:15:30 UTC 6213 followers, XX engagements "FORMER GOOGLE CEO WARNS OF AMERICA'S AI ENERGY CRISIS The US needs XX gigawatts of additional power for the AI revolution. That's equivalent to XX big nuclear power stations. How many nuclear plants are being built right now Essentially zero. We've only built X in the last XX years. The exciting new small modular reactor XXX megawatts and won't start until 2030. Nuclear fusion and fission won't arrive in time to solve this massive energy gap. We're racing to build superintelligent AI systems but we have no realistic plan to power them. This isn't just about America - it's a global problem"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1946199778393739456) 2025-07-18 13:26:00 UTC 6211 followers, 7321 engagements "REGIONAL BANKS ARENT READY FOR STABLECOINS Small banks cant match big players on stablecoins right now. Tight budgets and slow tech hold them back. But as stablecoins go mainstream theyll have to adapt. Long term this could help them offer better local services"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947680606714007852) 2025-07-22 15:30:17 UTC 6220 followers, XX engagements
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Lumida Wealth Management posts on X about tariffs, rates, stablecoins, investment the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXXX% technology brands XXXX% countries XXXX% cryptocurrencies XXXX% exchanges XXXX% social networks XXXX%
Social topic influence tariffs 3.76%, rates #319, stablecoins 3.23%, investment #2469, stocks #3226, inflation #290, trumps 2.15%, losses 2.15%, fed 1.61%, cash flow XXXX%
Top accounts mentioned or mentioned by @ramahluwalia @caitlinlong @noelleinmadrid @investingcom @campbelljaustin @hadickm @davidwestin @dwsgroup @tetherto @cosmojiang @bgurley @trengriffin @learnwatchand @mvk5000 @bdomash @lars_sax @peerttteerr @jargas88136 @debamit007
Top assets mentioned Artificial Intelligence (AI4) Microsoft Corp. (MSFT) Robinhood Markets, Inc. (HOOD) Mastercard, Inc. (MA) Ethereum (ETH) CoreWeave, Inc. (CRWV) Core Scientific, Inc. Common Stock (CORZ) Meta Platforms, Inc. (META) Uber Technologies, Inc. (UBER) Mario Coin (COIN) DraftKings Inc. Class A Common Stock (DKNG) Flutter Entertainment plc (FLUT) Tenet Healthcare Corporation New (THC) HCA Healthcare Inc (HCA) Universal Health Services, Inc. Class B (UHS) Bitcoin (BTC) Litecoin (LTC) Taiwan Semiconductor (TSM) Sanofi (SNY) Humana Inc (HUM) CVS Health Corp (CVS) Molina Healthcare, Inc. (MOH) Centene Corp (CNC) UnitedHealth Group (UNH) Elevance Health Inc (ELV)
Top posts by engagements in the last XX hours
"You Thought the U.S. Economy Was Slowing Think Again. Spring tariff shock didnt tip the economy into recession. S&P and Retail sales have both rebounded to record highs after Apr slump. Consumer sentiment is climbing; spending is exceeding forecasts. Strong earnings at giants like JPMorgan BofA Citi Goldman and United show business resilience. Small businesses report better demand and hiring plans than expected. However manufacturing remains weak inflation stubborn and tariffs/immigration policy may weigh longer term. Tariff worries havent derailed growth. Confidence is ticking back up but" @LumidaWealth on X 2025-07-21 14:00:01 UTC 6221 followers, XXX engagements
"6/ Apollo has teamed up with Securitize to let crypto-native investors access one of its private credit funds via blockchain a first for the asset manager" @LumidaWealth on X 2025-07-23 10:40:26 UTC 6221 followers, XX engagements
"WHY TRUMP'S FED THREATS MEAN HIGHER RATES @NoelleInMadrid: "Trump keeps saying hell fire Powell to get lower rates. But these threats are backfiring; rate cuts are now less likely. Just talking about firing the Fed chair makes investors nervous about Fed independence. That means higher inflation fears and higher interest rates. Powell cant cut now without looking weak. Trumps pressure is making the exact problem he wants to fix even worse." Here are highlights from a recent episode by @bitsandbips @Steven_Ehrlich @ramahluwalia @cosmo_jiang @Unchained_pod" @LumidaWealth on X 2025-07-22 15:30:14 UTC 6221 followers, 1545 engagements
"5/ Now lets talk about valuation. S&P 500s price-to-sales (P/S) ratio is near record highs. BUT: The equal-weight index (avg stock) tells a different story" @LumidaWealth on X 2025-07-23 13:25:24 UTC 6221 followers, XX engagements
"1/ CoreWeave To Acquire Core Scientific for $9B CoreWeave an AI cloud leader announced an all-stock acquisition of crypto miner Core Scientific valuing it at $20.40/share. However the XX% premium has more to it than meets the eye CORZ investors get XXXXXX CRWV shares which after Mondays decline values the deal at $XXXXX per share. This deal could reshape how AI infrastructure is financed and owned. A breakdown for investors: $CORZ $CRWV" @LumidaWealth on X 2025-07-09 11:27:14 UTC 6219 followers, 15.4K engagements
"5/ On stablecoin & systemic risk: If you take $6T out of the banking system and move it into stablecoins you have to think through the policy ramifications. Well build what consumers want. If they want stablecoins well help them transact" @LumidaWealth on X 2025-07-22 07:31:25 UTC 6220 followers, XX engagements
"6/ Rileys recent acquisition unlocks future growth at a reasonable price In late 2024 Riley acquired Silverback Exploration for $XXX MM in cash. Lumida estimates 3.9x Price/FCF a XX% discount to REPXs already historically cheap P/FCF. Further the deal brings growth: 47000 acres & over XXX gross undeveloped drilling locations" @LumidaWealth on X 2025-07-21 08:13:27 UTC 6219 followers, XX engagements
"WHY WARREN BUFFETT WOULDNT TOUCH THIS STOCK Norwegian Cruise Lines shows XX% ROE but it's driven by "lots and lots of debt." The key question: Are they actually creating value - Book value grew from $300M (Dec 2023) to $1.4B (Dec 2024) - Half their short-term debt is customer advances (prepayments) - Paying off X% of debt annually - XX% free cash flow yield - "rarely been this high" "You can manage earnings. It's hard to manage cash flow." Left tail risk Another COVID lockdown that stops cruising. Warren Buffett wouldn't buy it - "too cyclical for him." #NCLH #Cruises #DebtAnalysis" @LumidaWealth on X 2025-06-28 12:56:00 UTC 6211 followers, 1066 engagements
"4/ Why shorting It creates realized losses that offset gains elsewhere unlocking tax savings. It also lets you profit from overpriced stocks hedge exposure and turn volatility into tax efficiency. In tax-aware investing shorting is a tool not just a trade" @LumidaWealth on X 2025-07-21 06:27:26 UTC 6220 followers, XX engagements
"6/ According to the WSJ some HNW investors cut their tax liability by $1M+ using AI to continuously harvest losses via short exposure. AI now allows these strategies to scale efficiently across portfolios not just in hedge funds" @LumidaWealth on X 2025-07-21 06:27:27 UTC 6220 followers, XX engagements
"5/ Why Tax saving strategies work: Losses can be recognized immediately Gains can be deferred Short-term gains are taxed at up to XXXX% Long-term gains top out at XXXX% This tax asymmetry is the foundation of after-tax alpha" @LumidaWealth on X 2025-07-21 06:27:27 UTC 6219 followers, XX engagements
"5/ After a splashy White House announcement the Stargate projectjointly led by SoftBank and OpenAIhas struggled to get off the ground" @LumidaWealth on X 2025-07-22 11:15:29 UTC 6214 followers, XX engagements
"5/ Riley has a Dividend Yield With plenty of coverage: The XXX% dividend yield is greater than long-term rates and is a hedge against inflation. Its covered 3.7x by free cash flow indicating the companys ability to keep paying dividends" @LumidaWealth on X 2025-07-21 08:13:26 UTC 6220 followers, XX engagements
"WHERE ARE MARKETS HEADED Markets are moving and the signals are getting louder. Lets walk through what the latest charts are telling us about: Retail risk appetite Medicaid-exposed stocks Price-to-sales ratios - Where to focus h/t Bespoke Investment" @LumidaWealth on X 2025-07-23 13:25:20 UTC 6221 followers, XXX engagements
"BANK EARNINGS INSIGHT At @lumidawealth we always tune into what the banks say when reporting to get a read on the economy. Bank of Americas CEO Brian Moynihan joined Bloomberg to discuss Q2 results. His conversation is full of insights about: X. Markets X. Interest Rates X. Stablecoins X. Artificial Intelligence Here are the most insightful things he said 👇" @LumidaWealth on X 2025-07-22 07:31:23 UTC 6221 followers, XXX engagements
"6/ Meta Platforms has lured away two more senior AI researchers from Apple Mark Lee and Tom Gunter for its Superintelligence Labs team following the high-profile recruitment of Ruoming Pang Apples head of large language models" @LumidaWealth on X 2025-07-18 11:29:22 UTC 6211 followers, XX engagements
"3/ With Trumps Aug. X tariff deadline approaching EU and US officials are scrambling to finalize a trade agreement. The US is demanding steep broad-based tariffs with few exemptions while the EU seeks to limit the damage and secure carve-outs for key sectors" @LumidaWealth on X 2025-07-21 10:44:38 UTC 6218 followers, XX engagements
"1/ Daily News Round-Up: - Nvidia's earnings boost AI stocks igniting market fervor - Fed minutes reveal wary of cuts to hold rates steady - Hedge funds sell $2Bn in US stocks amid market slide - Global debt hits $313T concerns over sustainability rise" @LumidaWealth on X 2024-02-22 13:31:15 UTC 6220 followers, XXX engagements
"10 / Don't forget to read this week's Ledger Click below to Subscribe" @LumidaWealth on X 2025-07-22 11:15:31 UTC 6221 followers, XXX engagements
"3/ The Trump administration is using the threat of steep tariffs and restricted access to the U.S. market to force other countries to abandon digital taxes and regulations that target American tech companies" @LumidaWealth on X 2025-07-23 10:40:25 UTC 6221 followers, XX engagements
"1/ Daily News Round-Up: - Meme stock frenzy returns as retail traders target shorted names - U.S.-Japan trade deal lowers tariffs secures major investment - Trump pushes tariff threats to block foreign digital taxes on U.S. tech - Chinese hackers breach global systems via Microsoft SharePoint flaws - Goldman warns Trump tariffs may fuel inflation slow growth - U.S. seals Asia tariff dealsmore predictability but higher costs - Morgan Stanley under Finra probe over client screening practices" @LumidaWealth on X 2025-07-23 10:40:24 UTC 6221 followers, XXX engagements
"6/ On Artificial Intelligence: In the past we had 300000 people XX years ago in our company. Today we have 212000 people. The company's bigger complex with more transactions. AI allows us to take work and have machines do it and free up people to go out and help customers solve difficult problems" @LumidaWealth on X 2025-07-22 07:31:26 UTC 6220 followers, XXX engagements
"7/ After months of tariff threats and market volatility the U.S. has struck deals with key Asian partners setting clear (but elevated) tariff rates and providing a template for future agreements" @LumidaWealth on X 2025-07-23 10:40:27 UTC 6221 followers, XX engagements
"Trump called Powell a "numb skull" who keeps rates "too high" and is costing Americans their dream of homeownership. His biggest complaints: -Europe cut rates XX times the US cut zero -Powell only cut rates before the election to help Kamala -Powell is building a $XXX billion building with $XXX million in overruns -The US should be at X% rates not X% Trump: "High rates are costing us over $X trillion in interest payments. With the striking of a pen we would be saving more than $X trillion. They did a big study and called all the great intellects and economists. It was XX people and only two" @LumidaWealth on X 2025-07-23 05:22:21 UTC 6221 followers, 1488 engagements
"STABLECOINS: THE "UBER MOMENT" FOR US PAYMENTS @CaitlinLong_: US payments are stuck in the 1970s but stablecoins are about to bring a massive upgrade. This new updated technology. is going to massively upgrade the bank's technology. Citi's $XXX T stablecoin forecast by 2030 "Laughably low" Fedwire handles $XXX QUADRILLION. ACH ($87T) and cross-border ($260T) transactions are ripe for disruption. Even JP Morgan once a critic is now embracing stablecoins. Why It's pure defense" @LumidaWealth on X 2025-07-13 15:58:31 UTC 6219 followers, 22.4K engagements
"2/ Retail risk is flashing yellow. A basket of high-beta names like $DKNG $FLUT $COIN $HOOD had a monster rally over X months. But in the last X days Down over 3%. Thats two back-to-back XXX% drops the first time since April" @LumidaWealth on X 2025-07-23 13:25:21 UTC 6221 followers, XXX engagements
"7/ On Bank of America's record quarter: This quarter was a record in the companys history Were set up great for further NI growth and EPS growth in 2025 and 2026. Takeaway: the CEOs maintain a cautious outlook but the results so far raise confidence in the economy. Follow us on Youtube to watch insightful conversations with industry experts hosted by @ramahluwalia" @LumidaWealth on X 2025-07-22 07:31:26 UTC 6218 followers, XXX engagements
"2/ Chinas Foreign Ministry stated that Chenyue Mao a senior Wells Fargo banker is under investigation and cannot leave the country due to her alleged involvement in a criminal case" @LumidaWealth on X 2025-07-21 10:44:38 UTC 6218 followers, XX engagements
"4/ Finra is conducting a deep dive into Morgan Stanleys client-screening and AML practices focusing on how the bank risk-ranks clients and monitors for suspicious activity" @LumidaWealth on X 2025-07-23 10:40:26 UTC 6221 followers, XX engagements
"4/ Riley has a disciplined balance sheet: Debt was reduced by $21M QoQ. Debt payback yield= XX% Interest cover= 6.7x" @LumidaWealth on X 2025-07-21 08:13:25 UTC 6219 followers, XX engagements
"7/ NXP reported a year-over-year drop in both profit and revenue for Q2 with guidance pointing to continued but moderating declines in Q3" @LumidaWealth on X 2025-07-22 11:15:30 UTC 6221 followers, XX engagements
"1/ Daily News Round-Up: - Trump warns 150+ countries of new 1015% tariffs starting Aug X - TSMC Q2 profits soar XX% on surging AI chip demand - Trump considered firing Fed Chair Powell later downplays it - Anthropic in talks for $100B valuation - Trump-backed crypto bills advance after GOP standoff ends - Coca-Cola to switch U.S. Coke to cane sugar after Trump pressure - Emergency medical claims overtake trip cancellations in travel insurance - Wise earnings miss expectations" @LumidaWealth on X 2025-07-17 11:12:38 UTC 6213 followers, XXX engagements
"5/ President Trump announced a new trade agreement with Japan lowering threatened tariffs and securing a massive Japanese investment in the U.S" @LumidaWealth on X 2025-07-23 10:40:26 UTC 6221 followers, XX engagements
"9/ Citadel Securities sent a letter to the SECs Crypto Task Force urging a slow deliberate approach to tokenized securities" @LumidaWealth on X 2025-07-22 11:15:31 UTC 6221 followers, XXX engagements
"8/ The U.S. is threatening higher tariffs and new supply chain requirements on goods suspected of being transshipped from China through third countries" @LumidaWealth on X 2025-07-22 11:15:30 UTC 6220 followers, XX engagements
"3/ Meanwhile hospital stocks ( $THC $HCA $CYH $UHS) are getting hit. Tenet had a brutal XXXX% intraday drop after Q2 earnings. Analysts grilled them on 2026-28 Medicaid subsidy risk. Management didnt have a great answer" @LumidaWealth on X 2025-07-23 13:25:22 UTC 6221 followers, XX engagements
"Trump tweeted about Bitcoin this weekend hoping to boost the price. But the market didnt care. $BTC is actually lower than last week. Even big news and Trumps tweets arent moving prices like before. Last year his Bitcoin speech marked a local top not a rally. Now other coins like Litecoin are getting all the hype. Disclaimer- This clip is from a podcast streamed on 07/21/25" @LumidaWealth on X 2025-07-22 15:30:15 UTC 6221 followers, XX engagements
"@cosmo_jiang: A few months ago fast money had no interest in ETH. Markets were flat and sellers were everywhere. Now attention and excitement are back. Big digital asset firms are buying ETH no matter the price. $ETH is becoming the backbone for stablecoins and new finance" @LumidaWealth on X 2025-07-22 15:30:19 UTC 6220 followers, XX engagements
"2/ Taiwan Semiconductor Manufacturing Co. (TSMC) the worlds largest contract chip maker announced record profits in the second quarter with net profit surging XX% year-over-year. This robust performance was largely driven by sustained strong demand for chips used in artificial intelligence applications" @LumidaWealth on X 2025-07-17 11:12:38 UTC 6210 followers, XX engagements
"1/ Daily News Round-Up: - U.S. targets China trade loopholes threatening major export routes - AstraZeneca unveils $50B U.S. investment plan biggest global facility - Stargate AI project by SoftBank & OpenAI stalls after big launch - China nears peak oil demand as EV adoption local output surge - Sanofi to acquire UKs Vicebio to expand vaccine portfolio - Citadel urges SEC to go slow on tokenized securities - W.R. Berkley posts Q2 profit rise despite catastrophe losses" @LumidaWealth on X 2025-07-22 11:15:28 UTC 6221 followers, XXX engagements
"THE DECLINE OF VISA AND MASTERCARD IS COMING In XX years these payment giants might not matter much. New rules and competition are cutting into their profits. If Amazon starts taking stablecoins theyll save X% on every sale. Thats a big reason to switch. Stablecoins are the next big thing in fintech" @LumidaWealth on X 2025-07-22 15:30:16 UTC 6220 followers, XX engagements
"1/ Daily News Round-Up: - Trumps Aug X tariff deadline nears EU scrambles to cut deal - China confirms Wells Fargo banker under criminal probe travel blocked - Crypto funds see record inflows Ethereum leads surge - Amazon stock lags peers despite aggressive AI push - Microsoft warns of active SharePoint server exploits - SEC considers innovation exception post-stablecoin bill - New federal law expands tax credit for private school choice - Ryanair Q1 profits double warns of softer Q2" @LumidaWealth on X 2025-07-21 10:44:38 UTC 6219 followers, XXX engagements
"5/ Mastercard Inc. announced the launch of its new "World Legend" rewards card category a strategic move to capture a larger share of the high-spending consumer market. This new tier is designed to help banks offer more competitive premium card products against rivals like Chase American Express and Capital One" @LumidaWealth on X 2025-07-16 10:57:21 UTC 6210 followers, XXX engagements
"4/ It gets worse for Medicaid-exposed insurers. $MOH $CNC $UNH $CVS $HUM $ELV down 37%+ since April. Why Spiking medical loss ratios Fears of future Medicaid cuts Republican budget signals These are COVID-era lows now. We believe this fall creates bargains in healthcare" @LumidaWealth on X 2025-07-23 13:25:23 UTC 6221 followers, XXX engagements
"5/ President Trump is set to announce a comprehensive AI policy framework focused on reducing regulatory barriers expanding energy access for data centers and promoting U.S. leadership in global AI standards" @LumidaWealth on X 2025-07-18 11:29:21 UTC 6211 followers, XX engagements
"4/ On interest rates & inflation: If you drop rates too far inflation may kick up and then you're going to have to raise them back quickly. Wed rather have higher rates a little more inflation a little more robust growth" @LumidaWealth on X 2025-07-22 07:31:25 UTC 6218 followers, XX engagements
"6/ X stocks are driving the market P/S from XXXX to XXXX. $NVDA $META $AVGO $AAPL are the ones trading at an elevated P/S with a substantial market weight" @LumidaWealth on X 2025-07-23 13:25:24 UTC 6221 followers, XXX engagements
"3/ Rileys Cash flow yield is near historical highs In Q1 2025 Riley generated $XX MM in free cash flow a XX% FCF yield Operating cash flow: $54M. Upstream capex is falling even as output rises" @LumidaWealth on X 2025-07-21 08:13:24 UTC 6219 followers, XX engagements
"GARY GENSLER ALMOST KILLED PAXOS Now Paxos is building a stablecoin for Robinhood and Kraken. USDC has Coinbase but new players want their own standard. Robinhood teaming up with Paxos is a big move. In a gold rush the real winners are the ones selling the shovels" @LumidaWealth on X 2025-07-22 15:30:18 UTC 6220 followers, XX engagements
"8/ Crypto investment funds saw their largest-ever weekly inflows led by a dramatic surge in Ethereum products" @LumidaWealth on X 2025-07-21 10:44:40 UTC 6220 followers, XX engagements
"9/ Dominos posted higher Q2 revenue on the back of strong same-store sales in the U.S. and abroad with new menu options and expanded delivery partnerships driving growth" @LumidaWealth on X 2025-07-21 10:48:20 UTC 6221 followers, XXX engagements
"6/ W.R. Berkley reported higher Q2 profit and revenue driven by strong underwriting and investment results even as catastrophe losses continued to rise" @LumidaWealth on X 2025-07-22 11:15:30 UTC 6213 followers, XX engagements
"FORMER GOOGLE CEO WARNS OF AMERICA'S AI ENERGY CRISIS The US needs XX gigawatts of additional power for the AI revolution. That's equivalent to XX big nuclear power stations. How many nuclear plants are being built right now Essentially zero. We've only built X in the last XX years. The exciting new small modular reactor XXX megawatts and won't start until 2030. Nuclear fusion and fission won't arrive in time to solve this massive energy gap. We're racing to build superintelligent AI systems but we have no realistic plan to power them. This isn't just about America - it's a global problem" @LumidaWealth on X 2025-07-18 13:26:00 UTC 6211 followers, 7321 engagements
"REGIONAL BANKS ARENT READY FOR STABLECOINS Small banks cant match big players on stablecoins right now. Tight budgets and slow tech hold them back. But as stablecoins go mainstream theyll have to adapt. Long term this could help them offer better local services" @LumidaWealth on X 2025-07-22 15:30:17 UTC 6220 followers, XX engagements
/creator/x::LumidaWealth