[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, trumps 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 +42% - X Months XXXXXXX +237% - X Year XXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::1578458844640038922/posts_active)  - X Week XXX +1.40% - X Month XXX +72% - X Months XXXXX +210% - X Year XXXXX +0.95% ### Followers: XXXXX [#](/creator/twitter::1578458844640038922/followers)  - X Week XXXXX +0.32% - X Month XXXXX +2.10% - 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) XX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) X% [countries](/list/countries) X% [cryptocurrencies](/list/cryptocurrencies) X% [social networks](/list/social-networks) XXX% [exchanges](/list/exchanges) X% [currencies](/list/currencies) XXX% [events](/list/events) XXX% [travel destinations](/list/travel-destinations) XXX% **Social topic influence** [tariffs](/topic/tariffs) 5%, [rates](/topic/rates) 4%, [stablecoins](/topic/stablecoins) 3.5%, [trumps](/topic/trumps) #1530, [investment](/topic/investment) 3%, [stocks](/topic/stocks) 3%, [countries](/topic/countries) 2.5%, [inflation](/topic/inflation) #408, [fed](/topic/fed) 2%, [jpm](/topic/jpm) X% **Top accounts mentioned or mentioned by** [@ramahluwalia](/creator/undefined) [@caitlinlong](/creator/undefined) [@noelleinmadrid](/creator/undefined) [@investingcom](/creator/undefined) [@campbelljaustin](/creator/undefined) [@demishassabis](/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) **Top assets mentioned** [Artificial Intelligence (AI4)](/topic/$ai4) [Microsoft Corp. (MSFT)](/topic/microsoft) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Mastercard, Inc. (MA)](/topic/$ma) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Core Scientific, Inc. Common Stock (CORZ)](/topic/core-scientific) [Uber Technologies, Inc. (UBER)](/topic/$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/$btc) [Litecoin (LTC)](/topic/litecoin) [Ethereum (ETH)](/topic/$eth) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) ### 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 "GENIUS ACT COULD LOCK IN THE US DOLLAR FOREVER Chinese will slowly sell but new rules could create trillions in T-Bill demand. People worldwide will use US-backed stablecoins instead of government digital money. Remember when Canada froze truckers' bank accounts during COVID With government digital currencies they could shut you down for a tweet. US stablecoins give people real choice and freedom from government control"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948338967037821110) 2025-07-24 11:06:22 UTC 6222 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 6222 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 6222 followers, 2057 engagements "5/ Alphabet posted strong Q2 results with double-digit growth in cloud and search offsetting heavy AI-related spending. CEO Sundar Pichai emphasized that AI is positively impacting every part of Googles business from Gemini-powered search features to YouTube and cloud services"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948350045675245635) 2025-07-24 11:50:24 UTC 6224 followers, XX 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 6222 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 "8/ In 2022 JPM decided to put its balance sheet to work. Dimon allocated some of its $XXX Bn Investment banking fund to private lending"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948386630881968516) 2025-07-24 14:15:46 UTC 6224 followers, XX engagements "5/ Alphabet posted strong Q2 results with double-digit growth in cloud and search offsetting heavy AI-related spending. CEO Sundar Pichai emphasized that AI is positively impacting every part of Googles business from Gemini-powered search features to YouTube and cloud services"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948333697423245323) 2025-07-24 10:45:26 UTC 6222 followers, XX engagements "7/ The private credit opportunity kept growing. In 2020 Ares funded $X Bn for Ardonagh Insurance. In 2021 Ares and Blackstone funded $X billion in acquisition. Funny enough the amount lent by Ares was funded by JPM"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948386627971174711) 2025-07-24 14:15:46 UTC 6224 followers, XX engagements "DEEPMIND CEO PREDICTS XX% CHANCE OF TRUE AGI BY 2030 @demishassabis just dropped his AGI timeline: XX% probability within the next X years. However his definition has a high bar - not today's "jagged intelligence" which is great at some things but terrible at others. True AGI means matching ALL cognitive functions of the human brain with consistent intelligence across every domain. How would we test it Hassabis suggests a brutal evaluation: Give it tens of thousands of cognitive tasks humans can do then let hundreds of the world's top experts - the Terence Taos of each field - spend months"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948368068993839128) 2025-07-24 13:02:01 UTC 6222 followers, XXX engagements "8/ At an AI summit Trump confirmed that the U.S. will impose a new global tariff regime starting at XX% on most trading partners with higher rates for countries with strained U.S. relations"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948350049861193839) 2025-07-24 11:50:25 UTC 6224 followers, XX 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 "3/ With the U.S. set to impose steep reciprocal tariffs on Aug. X Asian countries are racing to finalize deals. Japan Indonesia Philippines and Vietnam have secured lower rates while others like Malaysia India and Singapore are still negotiating"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948350042999292403) 2025-07-24 11:50:23 UTC 6224 followers, XX engagements "6/ Chipotle reported a X% drop in same-store sales for Q2 the steepest decline since the pandemic as inflation-weary consumers pulled back on dining out"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948333698668990672) 2025-07-24 10:45:26 UTC 6221 followers, XX 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 "2/ Parts of direct lending are good but not everyone does a great job. Jamie highlighted Bear Sterns and Lehmann brothers made poor choices (and late). But is $JPMs $XX Bn announcement after private funds dominate the market repeating the same mistake"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948386614402564146) 2025-07-24 14:15:42 UTC 6224 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 6221 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 6222 followers, XXX engagements "6/ The $XX bn wont be JPMs first attempt in the private credit market. It had previously targeted the private credit market with Highbridge. Highbridge lent out private loans expecting to sell them at an interest rate differential. But in 2012s London whale debacle JPM was under fire and had to reduce risk. They spun off Highbridge"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948386623952990457) 2025-07-24 14:15:45 UTC 6224 followers, XX 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 6222 followers, XXX 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 "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 "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 6223 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 6222 followers, XXX engagements "6/ Chipotle reported a X% drop in same-store sales for Q2 the steepest decline since the pandemic as inflation-weary consumers pulled back on dining out"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948350047122309136) 2025-07-24 11:50:24 UTC 6224 followers, XX 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 6223 followers, XX engagements "2/ Retail traders galvanized by social media forums are piling into stocks like Kohls Opendoor QuantumScape and Rigetti Computingmany of which are deeply shorted and have weak fundamentals"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947970046602481948) 2025-07-23 10:40:25 UTC 6222 followers, XXX 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 6222 followers, 1654 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 "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 6222 followers, XXX 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 6222 followers, XX 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/ 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 6223 followers, XX engagements "2/ TotalEnergies reported weaker-than-expected Q2 results with net profit and adjusted net profit both missing consensus"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948350041506140310) 2025-07-24 11:50:23 UTC 6222 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 "10 / Don't forget to read this week's Ledger Click below to Subscribe"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948350052512018536) 2025-07-24 11:50:25 UTC 6222 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 6223 followers, XX engagements "JD VANCE: "BIG TECH'S WORKER SHORTAGE STORY DOESN'T ADD UP Companies lay off 9000 American workers then cry they can't find talent. If robots were really taking our jobs productivity would be skyrocketing but it's not. We're actually under-indexed on real productivity tech. ATMs didn't kill bank tellers; we have more now doing better jobs. You can't fire Americans and then import foreign workers claiming a shortage." @VP @theallinpod"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948280137343992090) 2025-07-24 07:12:36 UTC 6224 followers, XXX 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 6222 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 6222 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 6222 followers, XXX engagements "Big banks are capitalizing on volatility: JPM Q2 trading revenue +15% YoY ($8.9B) Elevated activity driven by Fed uncertainty tariffs political risk Strong capital buffers enabling more market risk Proposed reg changes could further expand trading capacity Volatility + leverage = durable profit engine"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1945951644593586329) 2025-07-17 21:00:00 UTC 6223 followers, XXX engagements "4/ SoftBank Group founder Masayoshi Son and OpenAI chief Sam Altman speaking at SoftBank World articulated a shared vision of insatiable demand for artificial intelligence. They emphasized the critical need to continuously build more computing capacity to meet this demand arguing that lower AI costs will drive exponential adoption"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1945437592821936387) 2025-07-16 10:57:21 UTC 6223 followers, XX engagements "HOWARD LUTNICK: PRESIDENT TRUMP JUST SECURED THE GREATEST TRADE DEAL IN HISTORY FROM JAPAN "Japan committed $XXX billion to finance American infrastructure projects. The profit split XX% for America XX% for Japan. Japan is literally paying for America to rebuild and only keeping XX% of the profits. Trump calls it "the greatest signing bonus of all time." Whether you love or hate Trump this deal is absolutely insane." Here are highlights from a recent interview by @theallinpod with @SecScottBessent and @howardlutnick 🧵"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948338551709470812) 2025-07-24 11:04:43 UTC 6222 followers, 1170 engagements "9/ Blackstone a leading alternative fund manager has announced a new private credit partnership with UK insurer Legal & General. The collaboration aims to reach up to $XX billion* in assets over the next five years focusing on originating investment-grade private credit deals for L&Gs annuities business and creating hybrid credit solutions"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1943262530035503578) 2025-07-10 10:54:25 UTC 6222 followers, XXX engagements "We could see 1-2 rate cuts this year once people realize tariffs aren't causing inflation. A one-time price bump isn't the same as runaway inflation. The market crashed then hit new highs in just XX days. Wall Street is looking past the noise to next year's productivity boom. We're expecting at least $XXX billion in tariff income over XX months"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948339704769765648) 2025-07-24 11:09:18 UTC 6224 followers, XXX engagements "9/ JPMorgan issued a note pushing back on the $X trillion stablecoin market forecast arguing that the sectors infrastructure and use cases are not yet robust enough to support such rapid growth"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948350051132043638) 2025-07-24 11:50:25 UTC 6222 followers, XXX 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 6224 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. $ETH is becoming the backbone for stablecoins and new finance"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1947680615861784929) 2025-07-22 15:30:19 UTC 6221 followers, XX engagements "2/ Taiwan Semiconductor Manufacturing Co. (TSMC) the worlds largest contract chip maker announced record profits in the second quarter with net profit surging XX% year-over-year. This robust performance was largely driven by sustained strong demand for chips used in artificial intelligence applications"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1945803827250123173) 2025-07-17 11:12:38 UTC 6210 followers, XX engagements "Foreign companies are cutting prices but US firms are building here instead. AstraZeneca just announced a$ XX billion plant in America. We're seeing a massive construction boom just like with AI. Trump's tax plan lets companies write off all equipment and factories immediately. Cheap energy plus tax breaks makes the US unbeatable for manufacturing"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948339378079560165) 2025-07-24 11:08:00 UTC 6224 followers, XXX engagements "4/ Teslas second-quarter results showed a XX% drop in net income and a XX% decline in revenue driven by a XXXX% fall in vehicle deliveries and a significant reduction in regulatory credit revenue"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948333695812702475) 2025-07-24 10:45:26 UTC 6222 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 6222 followers, XXX engagements "NVIDIA CEO REVEALS TRUMP'S INSANE AI MANUFACTURING PLAN Jensen Huang just revealed the insane numbers behind Trump's plan. $XXX billion worth of AI supercomputers will be produced in the United States over the next four years. This will trigger TRILLIONS in AI industry growth. We don't need to manufacture tennis shoes. But we absolutely need to manufacture chips and AI supercomputers in Arizona and Texas. Arizona is already crushing it. America is about to become the AI manufacturing powerhouse of the world. Here are highlights from @theallinpod's interview with Jensen Huang. @nvidia $NVDA"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948359511187546290) 2025-07-24 12:28:00 UTC 6222 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 6224 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 6223 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 "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 6222 followers, XXX engagements "5/ Why did private credit work Simple pitch: Get funds faster with more flexible terms. Companies can get capital without paying for a credit rating. Credit providers get X% to X% higher returns"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948386621465751895) 2025-07-24 14:15:44 UTC 6224 followers, XX 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 6221 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 "3/ There could be some pain but we are remaining disciplined.- Troy Rohrbaugh"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948386616814317630) 2025-07-24 14:15:43 UTC 6221 followers, XX engagements "4/ Teslas second-quarter results showed a XX% drop in net income and a XX% decline in revenue driven by a XXXX% fall in vehicle deliveries and a significant reduction in regulatory credit revenue"  [@LumidaWealth](/creator/x/LumidaWealth) on [X](/post/tweet/1948350044303691869) 2025-07-24 11:50:23 UTC 6224 followers, XX 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 "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 6224 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@LumidaWealth Lumida Wealth Management
Lumida Wealth Management posts on X about tariffs, rates, stablecoins, trumps the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +42%
- X Months XXXXXXX +237%
- X Year XXXXXXX -XXXX%
Mentions: XX #
- X Week XXX +1.40%
- X Month XXX +72%
- X Months XXXXX +210%
- X Year XXXXX +0.95%
Followers: XXXXX #
- X Week XXXXX +0.32%
- X Month XXXXX +2.10%
- X Months XXXXX +12%
- X Year XXXXX +25%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XX% stocks XXXX% technology brands X% countries X% cryptocurrencies X% social networks XXX% exchanges X% currencies XXX% events XXX% travel destinations XXX%
Social topic influence tariffs 5%, rates 4%, stablecoins 3.5%, trumps #1530, investment 3%, stocks 3%, countries 2.5%, inflation #408, fed 2%, jpm X%
Top accounts mentioned or mentioned by @ramahluwalia @caitlinlong @noelleinmadrid @investingcom @campbelljaustin @demishassabis @hadickm @davidwestin @dwsgroup @tetherto @cosmojiang @bgurley @trengriffin @learnwatchand @mvk5000 @bdomash @lars_sax @peerttteerr @jargas88136
Top assets mentioned Artificial Intelligence (AI4) Microsoft Corp. (MSFT) Robinhood Markets, Inc. (HOOD) NVIDIA Corp. (NVDA) Mastercard, Inc. (MA) CoreWeave, Inc. (CRWV) Core Scientific, Inc. Common Stock (CORZ) 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) Ethereum (ETH) Taiwan Semiconductor (TSM)
Top Social 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 on X 2025-07-21 14:00:01 UTC 6221 followers, XXX engagements
"GENIUS ACT COULD LOCK IN THE US DOLLAR FOREVER Chinese will slowly sell but new rules could create trillions in T-Bill demand. People worldwide will use US-backed stablecoins instead of government digital money. Remember when Canada froze truckers' bank accounts during COVID With government digital currencies they could shut you down for a tweet. US stablecoins give people real choice and freedom from government control" @LumidaWealth on X 2025-07-24 11:06:22 UTC 6222 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 6222 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 6222 followers, 2057 engagements
"5/ Alphabet posted strong Q2 results with double-digit growth in cloud and search offsetting heavy AI-related spending. CEO Sundar Pichai emphasized that AI is positively impacting every part of Googles business from Gemini-powered search features to YouTube and cloud services" @LumidaWealth on X 2025-07-24 11:50:24 UTC 6224 followers, XX 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 6222 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
"8/ In 2022 JPM decided to put its balance sheet to work. Dimon allocated some of its $XXX Bn Investment banking fund to private lending" @LumidaWealth on X 2025-07-24 14:15:46 UTC 6224 followers, XX engagements
"5/ Alphabet posted strong Q2 results with double-digit growth in cloud and search offsetting heavy AI-related spending. CEO Sundar Pichai emphasized that AI is positively impacting every part of Googles business from Gemini-powered search features to YouTube and cloud services" @LumidaWealth on X 2025-07-24 10:45:26 UTC 6222 followers, XX engagements
"7/ The private credit opportunity kept growing. In 2020 Ares funded $X Bn for Ardonagh Insurance. In 2021 Ares and Blackstone funded $X billion in acquisition. Funny enough the amount lent by Ares was funded by JPM" @LumidaWealth on X 2025-07-24 14:15:46 UTC 6224 followers, XX engagements
"DEEPMIND CEO PREDICTS XX% CHANCE OF TRUE AGI BY 2030 @demishassabis just dropped his AGI timeline: XX% probability within the next X years. However his definition has a high bar - not today's "jagged intelligence" which is great at some things but terrible at others. True AGI means matching ALL cognitive functions of the human brain with consistent intelligence across every domain. How would we test it Hassabis suggests a brutal evaluation: Give it tens of thousands of cognitive tasks humans can do then let hundreds of the world's top experts - the Terence Taos of each field - spend months" @LumidaWealth on X 2025-07-24 13:02:01 UTC 6222 followers, XXX engagements
"8/ At an AI summit Trump confirmed that the U.S. will impose a new global tariff regime starting at XX% on most trading partners with higher rates for countries with strained U.S. relations" @LumidaWealth on X 2025-07-24 11:50:25 UTC 6224 followers, XX 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
"3/ With the U.S. set to impose steep reciprocal tariffs on Aug. X Asian countries are racing to finalize deals. Japan Indonesia Philippines and Vietnam have secured lower rates while others like Malaysia India and Singapore are still negotiating" @LumidaWealth on X 2025-07-24 11:50:23 UTC 6224 followers, XX engagements
"6/ Chipotle reported a X% drop in same-store sales for Q2 the steepest decline since the pandemic as inflation-weary consumers pulled back on dining out" @LumidaWealth on X 2025-07-24 10:45:26 UTC 6221 followers, XX 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
"2/ Parts of direct lending are good but not everyone does a great job. Jamie highlighted Bear Sterns and Lehmann brothers made poor choices (and late). But is $JPMs $XX Bn announcement after private funds dominate the market repeating the same mistake" @LumidaWealth on X 2025-07-24 14:15:42 UTC 6224 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 6221 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 6222 followers, XXX engagements
"6/ The $XX bn wont be JPMs first attempt in the private credit market. It had previously targeted the private credit market with Highbridge. Highbridge lent out private loans expecting to sell them at an interest rate differential. But in 2012s London whale debacle JPM was under fire and had to reduce risk. They spun off Highbridge" @LumidaWealth on X 2025-07-24 14:15:45 UTC 6224 followers, XX 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 6222 followers, XXX 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
"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
"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 6223 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 6222 followers, XXX engagements
"6/ Chipotle reported a X% drop in same-store sales for Q2 the steepest decline since the pandemic as inflation-weary consumers pulled back on dining out" @LumidaWealth on X 2025-07-24 11:50:24 UTC 6224 followers, XX 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 6223 followers, XX engagements
"2/ Retail traders galvanized by social media forums are piling into stocks like Kohls Opendoor QuantumScape and Rigetti Computingmany of which are deeply shorted and have weak fundamentals" @LumidaWealth on X 2025-07-23 10:40:25 UTC 6222 followers, XXX 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 6222 followers, 1654 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
"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 6222 followers, XXX 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 6222 followers, XX 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/ 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 6223 followers, XX engagements
"2/ TotalEnergies reported weaker-than-expected Q2 results with net profit and adjusted net profit both missing consensus" @LumidaWealth on X 2025-07-24 11:50:23 UTC 6222 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
"10 / Don't forget to read this week's Ledger Click below to Subscribe" @LumidaWealth on X 2025-07-24 11:50:25 UTC 6222 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 6223 followers, XX engagements
"JD VANCE: "BIG TECH'S WORKER SHORTAGE STORY DOESN'T ADD UP Companies lay off 9000 American workers then cry they can't find talent. If robots were really taking our jobs productivity would be skyrocketing but it's not. We're actually under-indexed on real productivity tech. ATMs didn't kill bank tellers; we have more now doing better jobs. You can't fire Americans and then import foreign workers claiming a shortage." @VP @theallinpod" @LumidaWealth on X 2025-07-24 07:12:36 UTC 6224 followers, XXX 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 6222 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 6222 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 6222 followers, XXX engagements
"Big banks are capitalizing on volatility: JPM Q2 trading revenue +15% YoY ($8.9B) Elevated activity driven by Fed uncertainty tariffs political risk Strong capital buffers enabling more market risk Proposed reg changes could further expand trading capacity Volatility + leverage = durable profit engine" @LumidaWealth on X 2025-07-17 21:00:00 UTC 6223 followers, XXX engagements
"4/ SoftBank Group founder Masayoshi Son and OpenAI chief Sam Altman speaking at SoftBank World articulated a shared vision of insatiable demand for artificial intelligence. They emphasized the critical need to continuously build more computing capacity to meet this demand arguing that lower AI costs will drive exponential adoption" @LumidaWealth on X 2025-07-16 10:57:21 UTC 6223 followers, XX engagements
"HOWARD LUTNICK: PRESIDENT TRUMP JUST SECURED THE GREATEST TRADE DEAL IN HISTORY FROM JAPAN "Japan committed $XXX billion to finance American infrastructure projects. The profit split XX% for America XX% for Japan. Japan is literally paying for America to rebuild and only keeping XX% of the profits. Trump calls it "the greatest signing bonus of all time." Whether you love or hate Trump this deal is absolutely insane." Here are highlights from a recent interview by @theallinpod with @SecScottBessent and @howardlutnick 🧵" @LumidaWealth on X 2025-07-24 11:04:43 UTC 6222 followers, 1170 engagements
"9/ Blackstone a leading alternative fund manager has announced a new private credit partnership with UK insurer Legal & General. The collaboration aims to reach up to $XX billion* in assets over the next five years focusing on originating investment-grade private credit deals for L&Gs annuities business and creating hybrid credit solutions" @LumidaWealth on X 2025-07-10 10:54:25 UTC 6222 followers, XXX engagements
"We could see 1-2 rate cuts this year once people realize tariffs aren't causing inflation. A one-time price bump isn't the same as runaway inflation. The market crashed then hit new highs in just XX days. Wall Street is looking past the noise to next year's productivity boom. We're expecting at least $XXX billion in tariff income over XX months" @LumidaWealth on X 2025-07-24 11:09:18 UTC 6224 followers, XXX engagements
"9/ JPMorgan issued a note pushing back on the $X trillion stablecoin market forecast arguing that the sectors infrastructure and use cases are not yet robust enough to support such rapid growth" @LumidaWealth on X 2025-07-24 11:50:25 UTC 6222 followers, XXX 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 6224 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. $ETH is becoming the backbone for stablecoins and new finance" @LumidaWealth on X 2025-07-22 15:30:19 UTC 6221 followers, XX engagements
"2/ Taiwan Semiconductor Manufacturing Co. (TSMC) the worlds largest contract chip maker announced record profits in the second quarter with net profit surging XX% year-over-year. This robust performance was largely driven by sustained strong demand for chips used in artificial intelligence applications" @LumidaWealth on X 2025-07-17 11:12:38 UTC 6210 followers, XX engagements
"Foreign companies are cutting prices but US firms are building here instead. AstraZeneca just announced a$ XX billion plant in America. We're seeing a massive construction boom just like with AI. Trump's tax plan lets companies write off all equipment and factories immediately. Cheap energy plus tax breaks makes the US unbeatable for manufacturing" @LumidaWealth on X 2025-07-24 11:08:00 UTC 6224 followers, XXX engagements
"4/ Teslas second-quarter results showed a XX% drop in net income and a XX% decline in revenue driven by a XXXX% fall in vehicle deliveries and a significant reduction in regulatory credit revenue" @LumidaWealth on X 2025-07-24 10:45:26 UTC 6222 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 6222 followers, XXX engagements
"NVIDIA CEO REVEALS TRUMP'S INSANE AI MANUFACTURING PLAN Jensen Huang just revealed the insane numbers behind Trump's plan. $XXX billion worth of AI supercomputers will be produced in the United States over the next four years. This will trigger TRILLIONS in AI industry growth. We don't need to manufacture tennis shoes. But we absolutely need to manufacture chips and AI supercomputers in Arizona and Texas. Arizona is already crushing it. America is about to become the AI manufacturing powerhouse of the world. Here are highlights from @theallinpod's interview with Jensen Huang. @nvidia $NVDA" @LumidaWealth on X 2025-07-24 12:28:00 UTC 6222 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 6224 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 6223 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
"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 6222 followers, XXX engagements
"5/ Why did private credit work Simple pitch: Get funds faster with more flexible terms. Companies can get capital without paying for a credit rating. Credit providers get X% to X% higher returns" @LumidaWealth on X 2025-07-24 14:15:44 UTC 6224 followers, XX 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 6221 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
"3/ There could be some pain but we are remaining disciplined.- Troy Rohrbaugh" @LumidaWealth on X 2025-07-24 14:15:43 UTC 6221 followers, XX engagements
"4/ Teslas second-quarter results showed a XX% drop in net income and a XX% decline in revenue driven by a XXXX% fall in vehicle deliveries and a significant reduction in regulatory credit revenue" @LumidaWealth on X 2025-07-24 11:50:23 UTC 6224 followers, XX 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
"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 6224 followers, XX engagements