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# ![@LumidaWealth Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1578458844640038922.png) @LumidaWealth Lumida Wealth Management

Several major companies are investing heavily in AI technology, including Salesforce, which is investing $XX billion over five years to expand its AI campus and incubator programs in San Francisco. Other companies, such as Brookfield, Workday, and Microsoft, are also making significant investments in AI infrastructure and innovation. Additionally, tech giants like TSMC and Oracle are seeing significant growth and benefits from their AI-related businesses.

### Engagements: XXXXX [#](/creator/twitter::1578458844640038922/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1578458844640038922/c:line/m:interactions.svg)

- X Week XXXXXX +518%
- X Month XXXXXXX +9.90%
- X Months XXXXXXX +164%
- X Year XXXXXXXXX +6.30%

### Mentions: XX [#](/creator/twitter::1578458844640038922/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1578458844640038922/c:line/m:posts_active.svg)

- X Week XXX +134%
- X Month XXX -XX%
- X Months XXXXX +150%
- X Year XXXXX +14%

### Followers: XXXXX [#](/creator/twitter::1578458844640038922/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1578458844640038922/c:line/m:followers.svg)

- X Week XXXXX +0.67%
- X Month XXXXX +3.10%
- X Months XXXXX +13%
- X Year XXXXX +25%

### CreatorRank: XXXXXXX [#](/creator/twitter::1578458844640038922/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1578458844640038922/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1578458844640038922/influence)
---

**Social category influence**
[finance](/list/finance)  XXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [exchanges](/list/exchanges)  XXX% [automotive brands](/list/automotive-brands)  XXX% [currencies](/list/currencies)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[acquisition](/topic/acquisition) #1539, [infrastructure](/topic/infrastructure) #1182, [sentiment](/topic/sentiment) #1004, [cart](/topic/cart) 0.53%, [$carts](/topic/$carts) #1, [fed](/topic/fed) 0.4%, [$jpm](/topic/$jpm) 0.4%, [accounting](/topic/accounting) 0.4%, [cash flow](/topic/cash-flow) #429, [money](/topic/money) XXX%

**Top accounts mentioned or mentioned by**
[@ramahluwalia](/creator/undefined) [@elonmusk](/creator/undefined) [@secscottbessent](/creator/undefined) [@bgurley](/creator/undefined) [@virtufinancial](/creator/undefined) [@altcap](/creator/undefined) [@bobeunlimited](/creator/undefined) [@celesticainc](/creator/undefined) [@unchainedpod](/creator/undefined) [@bg2pod](/creator/undefined) [@stevenehrlich](/creator/undefined) [@jpmorgan](/creator/undefined) [@krugermacro](/creator/undefined) [@bsurveillance](/creator/undefined) [@blackrock](/creator/undefined) [@ericjackson](/creator/undefined) [@jseyff](/creator/undefined) [@noelleinmadrid](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@palmerluckey](/creator/undefined)

**Top assets mentioned**
[JPMorgan Chase (JPM)](/topic/$jpm) [Instacart (CART)](/topic/$cart) [Bitcoin (BTC)](/topic/bitcoin) [Coldstack (CLS)](/topic/$cls) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Dash (DASH)](/topic/$dash) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Goldman Sachs (GS)](/topic/goldman-sachs) [GammaSwap (GS)](/topic/$gs) [SPX6900 (SPX)](/topic/$spx) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Royal Gold Inc (RGLD)](/topic/$rgld) [Blackstone, Inc. (BX)](/topic/$bx) [AutoCrypto (AU2)](/topic/$au) [Electronic Arts Inc. (EA)](/topic/$ea) [Bank of America (BAC)](/topic/bank-of-america) [Micron Technology, Inc. (MU)](/topic/$mu) [Microsoft Corp. (MSFT)](/topic/microsoft) [Costco Wholesale Corporation (COST)](/topic/costco) [Core Scientific, Inc. Common Stock (CORZ)](/topic/core-scientific) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [Walrus (WAL)](/topic/$wal) [Semler Scientific, Inc. (SMLR)](/topic/$smlr)
### Top Social Posts [#](/creator/twitter::1578458844640038922/posts)
---
Top posts by engagements in the last XX hours

"GOLDMAN SACHS JUST DROPPED THEIR Q4 PLAYBOOK $GS expects the $SPX to hit 6600 by year-end. Top trade ideas by GS: buy alt asset managers like $KKR $BX $APO and miners like $AU and $RGLD. Why They're pricing in X Fed rate cuts and rising demand for non-equity income"  
[X Link](https://x.com/LumidaWealth/status/1965415841341559218) [@LumidaWealth](/creator/x/LumidaWealth) 2025-09-09T14:03Z 6646 followers, XXX engagements


"A SIMPLE ARBITRAGE $EA is going private at $XXX. The stock trades at $XXX. You buy the stock now and the deal goes through you pocket the difference. The risk: if the deal collapses you don't make the cut. Bloomberg estimates an XX% likeliness of a smooth acquisition. The acquirers are Silver Lake Management Saudi Arabias Public Investment Fund and Affinity Partners. $JPM is also paying $XX billion in debt towards the deal"  
[X Link](https://x.com/LumidaWealth/status/1975494092609012118) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-07T09:31Z 6640 followers, XXX engagements


"When you describe recent AI-era deals to ChatGPT without providing names it recognizes them as Enron-like. Circular revenues non-normal transactions opaque accounting. Different technology same red flags"  
[X Link](https://x.com/LumidaWealth/status/1978413304813912339) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-15T10:51Z 6643 followers, XX engagements


"The Magnificent X will spend $379B on CapEx in 2025 XX% of their operating free cash flow. Thats up from $156B just two years ago. Consensus expects that ratio to fall back toward 4550%"  
[X Link](https://x.com/LumidaWealth/status/1978413309184348287) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-15T10:51Z 6643 followers, XX engagements


"@VirtuFinancial 4/ At its peak Virtu reported losing money on just one trading day over five years a record that stunned even industry veterans. That consistency came from technology not speculation. By using data and speed to balance markets when volatility spiked"  
[X Link](https://x.com/LumidaWealth/status/1978597318224912555) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-15T23:02Z 6635 followers, XX engagements


"@VirtuFinancial 5/ Over time Virtu evolved from pure HFT to a broader market making and execution platform serving asset managers brokers and ETFs. Its systems became the backbone of modern trading linking buyers and sellers across global markets"  
[X Link](https://x.com/LumidaWealth/status/1978597324084396235) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-15T23:02Z 6635 followers, XX engagements


"WHAT BANK EARNINGS TELL US ABOUT THE ECONOMY Bank earnings are a cheat code for reading the real economy. The data is clear: the consumer is healthy spending is steady and the banking system is strong. Wealth management and investment banking are expanding. JP Morgan hit an all-time high of $XXX T in client assets. Refi activity and M&A pipelines are building again. The RECESSION narrative doesnt match the fundamentals. Strong productivity double-digit earnings growth and the AI-driven efficiency boom are showing up in real numbers not headlines. Even as social media amplifies fear data"  
[X Link](https://x.com/LumidaWealth/status/1978858570625220672) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-16T16:20Z 6635 followers, XXX engagements


"AI FINTECH STARTUP CAMPFIRE RAISES $65M Campfire a San Francisco based fintech company using AI to automate accounting and ERP systems raised $XX million in Series B funding co led by Accel and Ribbit Capital. The company raised its Series A just months earlier bringing total funding to over $XXX million. Campfires software uses AI agents to reconcile transactions forecast cash flow and manage compliance for mid-market firms"  
[X Link](https://x.com/LumidaWealth/status/1978881599363076281) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-16T17:51Z 6638 followers, XXX engagements


"Bring Your Own Power AI data centers are now so desperate for electricity that theyre quietly building their own power plants. Each new AI model means another warehouse of chips that draw as much power as a small city. But in many regions especially Texas Virginia and Ohio the grid is already maxed out. Connecting a new data center can take X to XX years. So tech firms have stopped waiting. Instead of begging utilities for power theyre becoming utilities"  
[X Link](https://x.com/LumidaWealth/status/1978884998326345961) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-16T18:05Z 6635 followers, XXX engagements


"2/ Datacenters are designing on-site power plants: natural gas turbines fuel cells and even small modular reactors. OpenAI and Oracles Stargate project in West Texas is a case study. Its expected to consume hundreds of megawatts enough to power hundreds of thousands of homes. To guarantee uptime the site includes its own natural-gas generation capacity. Elon Musks xAI has done something similar in Memphis pairing data centers with dedicated gas turbines"  
[X Link](https://x.com/LumidaWealth/status/1978885000079536306) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-16T18:05Z 6635 followers, XX engagements


"2/ $JPM took a $XXX million charge-off tied to Tricolor roughly XXX% of its net charge-offs for the quarter. Without that hit JPMs earnings beat would have been even stronger. Bank of America also acknowledged exposure to First Brands. This is where the tension lies. Banks are reporting solid profits and credit quality improving overall yet under the surface smaller credit events are piling up"  
[X Link](https://x.com/LumidaWealth/status/1978906440757592284) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-16T19:30Z 6638 followers, XXX engagements


"4/ The silver lining: uncertainty is easing. Mentions of uncertain or uncertainties in the Beige Book fell from XX mentions in April to just XX this month- the lowest since 2013. Markets hate unknowns. Fewer mentions help sentiment even when growth softens"  
[X Link](https://x.com/LumidaWealth/status/1978906448617677003) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-16T19:30Z 6638 followers, XXX engagements


"5/ What Jamie meant to say was "You can ignore one cockroach but never assume theres only one." Do we agree with Jamie Let's keep it for the newsletter. We will take you through our analysis of banks' earning transcripts this week. Stay tuned:"  
[X Link](https://x.com/LumidaWealth/status/1978906449934741541) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-16T19:30Z 6636 followers, XXX engagements


"Founded in Toronto @Celestica_Inc started as IBMs hardware arm in the 1990s before spinning out. It specialized in design supply chains and complex systems assembly for tech and industrial clients. Margins were thin but discipline was sharp"  
[X Link](https://x.com/LumidaWealth/status/1978927904856604702) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-16T20:55Z 6638 followers, XX engagements


"@Celestica_Inc While others raced to announce AI ambitions @Celestica_Incwas already producing the racks that power them. From liquid cooled server builds to next gen compute infrastructure it became an important name in the AI supply chain"  
[X Link](https://x.com/LumidaWealth/status/1978927919549300963) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-16T20:55Z 6638 followers, XX engagements


"@Celestica_Inc Revenue has climbed steadily and guidance keeps inching higher. AI demand compounds and @Celestica_Inchas the infrastructure to absorb it. Its not a flashy startup story just quiet execution meeting a global mega trend"  
[X Link](https://x.com/LumidaWealth/status/1978927928172823001) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-16T20:55Z 6638 followers, XX engagements


"1/ Daily News Round-Up: - Trump to meet Putin in Budapest to discuss Ukraine peace - Fed signals near-term cut as Powell warns on rising job risks - Continental tops Q3 forecasts with XXXX% EBIT margin - OpenAI halts MLK depictions after offensive Sora videos - France widens crypto AML checks on Binance and others - BYD recalls 115K vehicles in China over safety issues"  
[X Link](https://x.com/LumidaWealth/status/1979132954149278137) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T10:30Z 6639 followers, XXX engagements


"2/ Continental reported preliminary third-quarter results ahead of expectations with sales around 5.0B versus 4.9B consensus and an adjusted EBIT margin near XXXX% topping the XXX% analyst forecast"  
[X Link](https://x.com/LumidaWealth/status/1979132955319525862) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T10:30Z 6640 followers, XX engagements


"3/ Chinas State Administration for Market Regulation (SAMR) ordered a recall covering two BYD lines: older-generation Tang hybrids (2015 models) and more recent Yuan Pro BEVs"  
[X Link](https://x.com/LumidaWealth/status/1979132956573642866) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T10:30Z 6640 followers, XX engagements


"4/ President Trump announced plans to meet President Putin in Budapest following a productive call with high-level adviser talks to occur next week as a precursor"  
[X Link](https://x.com/LumidaWealth/status/1979132957940945404) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T10:30Z 6640 followers, XX engagements


"5/ The Fed signaling coalesced around a near-term cut with Chair Powell warning that further declines in job openings could quickly show up as higher unemploymentan argument for acting sooner rather than later"  
[X Link](https://x.com/LumidaWealth/status/1979132959274782913) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T10:30Z 6639 followers, XX engagements


"6/ Frances ACPR has widened its on-site and documentary AML/CTF controls across a broad set of PSAN-registered exchanges to test the robustness of their customer due diligence monitoring and risk frameworks as MiCA licensing ramps"  
[X Link](https://x.com/LumidaWealth/status/1979132960629469688) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T10:30Z 6640 followers, XX engagements


"7/ OpenAI said users created disrespectful Sora videos of MLK including a falsified clip that altered his I Have a Dream speech prompting the company to suspend MLK depictions and offer an opt-out mechanism for other public figures and their representatives"  
[X Link](https://x.com/LumidaWealth/status/1979132962047193283) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T10:30Z 6640 followers, XX engagements


"CALIFORNIA NARROWS AI RULES FOR MINORS Governor Gavin Newsom vetoed a bill that would have broadly restricted minors access to AI chatbots. He said it risked stifling innovation. Instead he signed smaller measures requiring transparency and safety disclosures for AI systems"  
[X Link](https://x.com/LumidaWealth/status/1979211392591778175) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T15:42Z 6643 followers, XXX engagements


"Join our growing community on TikTok"  
[X Link](https://x.com/LumidaWealth/status/1979211393950744766) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T15:42Z 6639 followers, XXX engagements


"ANTHROPIC VS THE WHITE HOUSE Tension is rising over who should regulate AI. Anthropic says the U.S. is underestimating AI risks; the White House says the company is playing politics. It is to be seen whether AI oversight happens at the state or federal level"  
[X Link](https://x.com/LumidaWealth/status/1979227403797819563) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T16:45Z 6643 followers, XXX engagements


"Homebuilder sentiment just staged its strongest rebound since April. The NAHB Housing Market Index rose to XX from XX signaling tentative optimism. But sentiment is still far weaker than any point in the past decade"  
[X Link](https://x.com/LumidaWealth/status/1979238652006777105) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T17:30Z 6643 followers, XXX engagements


"2/ The recovery however is uneven. Remodeler sentiment improved in Q3 yet appointments for new projects fell to their lowest level since Q1 2020. Households feel better but theyre not hiring contractors"  
[X Link](https://x.com/LumidaWealth/status/1979238657308467273) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T17:30Z 6643 followers, XXX engagements


"3/ Homebuilder equities are telling a similar story. The S&P 1500 Homebuilders Index hit a lower high last month and continues to drift lower even though forward EPS estimates have barely moved. Prices are slipping before fundamentals do. $XHB"  
[X Link](https://x.com/LumidaWealth/status/1979238663276888258) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T17:30Z 6643 followers, XXX engagements


"MICRON LEAVES CHINAS SERVER MARKET After Beijings ban on its chips in critical infrastructure Micron will exit Chinas server-chip segment. The pullout ends a multibillion-dollar business line as tensions rise over tech supply chains. China made up roughly XX% of Microns revenue last year. $MU"  
[X Link](https://x.com/LumidaWealth/status/1979257475850281436) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T18:45Z 6643 followers, XXX engagements


"1/ Daily News Round-Up: - Trump escalates feud with Chicago leaders amid Guard deployments - China tightens rare-earth export controls amid U.S. tensions - Microsoft pushes deeper into AI healthcare with Harvard deal - Netflix brings gaming to TVs using phones as controllers - Trump exempts generics from new pharma tariffs - Costco sales surge on global strength & digital growth"  
[X Link](https://x.com/LumidaWealth/status/1976604292069904642) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-10T11:02Z 6646 followers, XXX engagements


"BITCOIN MINER SHIFTS TO AI Core Scientific is pivoting from crypto mining to high performance computing ahead of its CoreWeave acquisition. This leverages its XXX MW+ data centre footprint to meet surging AI infrastructure demand across the U.S. $CORZ"  
[X Link](https://x.com/LumidaWealth/status/1977736923234889919) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-13T14:03Z 6646 followers, XXX engagements


"Stablecoins or Tokenized Deposits- Jane Fraser has made the choice Theres an overfocus on stablecoins." "We see tokenized deposits as delivering what the client needs and this is an area that we've invested in most heavily". "Stablecoins got more friction because of the on-off ramp". "It's got more friction because of the tax the accounting the AML these are the requirements that our tokenized deposit capabilities avoid". $C"  
[X Link](https://x.com/LumidaWealth/status/1978492324662345784) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-15T16:05Z 6646 followers, XXX engagements


"2/ Jane Fraser (CEO- Citibank) on tokenization: "In the future clients are going to want solutions that seamlessly offer financing securities issuance and settlement." "You can imagine oil equities this is going to go much more broader and we will be providing that as part of our toolkit." "And it's really terrific that the regulators are now letting us innovate in a responsible way." The tokenization race is getting interesting. Proud to shape the debate when it was non-consensus🥹"  
[X Link](https://x.com/LumidaWealth/status/1978492327023837600) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-15T16:05Z 6646 followers, XXX engagements


"HEWLETT PACKARD ENTERPRISE FACES STATE CHALLENGE OVER $14B JUNIPER DEAL The $XX billion acquisition of Juniper Networks is now under review by multiple U.S. states led by Colorados Attorney General. The Department of Justice cleared the deal earlier this year under conditions requiring technology licensing and asset divestitures. State regulators argue the merger could limit competition in networking hardware critical for AI and cloud infrastructure. This could delay closing of one of the largest U.S. tech mergers of 2025. $HPE"  
[X Link](https://x.com/LumidaWealth/status/1978835562522931224) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-16T14:48Z 6645 followers, XXX engagements


"A decade ago there was a company no one talked about. It worked behind the scenes building hardware for bigger names. Then AI exploded onto the scene. And suddenly people realized: this unknown company had been right in the middle of it the entire time. $CLS"  
[X Link](https://x.com/LumidaWealth/status/1978927895721451539) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-16T20:55Z 6646 followers, XXX engagements


"@Celestica_Inc @Celestica_Inctrades on the NYSE under $CLS. Its story starts from an overlooked contract manufacturer to an essential builder of AIs physical layer"  
[X Link](https://x.com/LumidaWealth/status/1978927936188154138) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-16T20:56Z 6645 followers, XXX engagements


"The banking cockroach story just got uglier. $ZION plunged XX% erasing $X B in market cap after disclosing charges tied to alleged fraudulent commercial-mortgage borrowing. Western Alliance ( $WAL ) dropped XX% on similar exposure. Both banks cited ties to borrowers connected with the First Brands blow-up. ZION booked a $XX M provision and $XX M charge-off tied to its California Bank & Trust unit. WALs exposure was roughly XXX MM"  
[X Link](https://x.com/LumidaWealth/status/1979190922748256467) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T14:21Z 6646 followers, XXX engagements


"STRIVE IS MAKING A $XXXX BILLION ALL-STOCK ACQUISITION The Ramaswamy backed Bitcoin firm will acquire Semler Scientific and add 5816 BTC to its balance sheet. The merged entity will hold over 10900 BTC worth $1.3B at current prices. $BTC $STRV $SMLR"  
[X Link](https://x.com/LumidaWealth/status/1970836545469915575) [@LumidaWealth](/creator/x/LumidaWealth) 2025-09-24T13:03Z 6644 followers, 1698 engagements


"Are investors underestimating $CART Instacart leads the online grocery market with a share of XXXX% and the share has increased over X quarters. U.S. online grocery penetration is still only XX% so the TAM is massive $AMZN and $DASH pose risks but is the downside priced in Let's find out"  
[X Link](https://x.com/LumidaWealth/status/1973352515430142177) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-01T11:41Z 6644 followers, XXX engagements


"3/ Big pharma companies locked in large gains after Trump's recent drug pricing deal. The stocks recorded significant gains. Asad Haider: "When pharma companies stocks rise so does their appetite for acquisitions which is the lifeblood of biotech." The acquisition demand is showing up. Global biotech M&A is annualized at $XXX Billion for 2025- the strongest year since 2019"  
[X Link](https://x.com/LumidaWealth/status/1977749014284992940) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-13T14:51Z 6644 followers, XXX engagements


"Theres never just one cockroach Two credit blow-ups hit the U.S. markets in September and Jamie Dimon thinks theyre just the beginning. X. Tricolor a subprime auto lender collapsed into bankruptcy amid fraud allegations. Its 2025 securitization lost XX% of value. X. First Brands leveraged loan followed plunging as investors reassessed exposure. Jamie thinks these arent isolated blow-ups. It signals systemic credit stress may be building beneath an otherwise strong economy"  
[X Link](https://x.com/LumidaWealth/status/1978906439100878956) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-16T19:30Z 6644 followers, XXX engagements


"2/ What is $CART Instacart (Maplebear Inc.) runs the leading online grocery marketplace in North America and Canada. It connects households to grocers via app & web. The company also provides retail-media ads (28% of revenue) and SaaS tech (smart carts Connected Stores FoodStorm)"  
[X Link](https://x.com/LumidaWealth/status/1973352523323830569) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-01T11:41Z 6644 followers, XXX engagements


"3/ Hows $CART's growth Q225 performance highlights: - Revenue: $914M (+11% Y/Y) - Orders: 82.7M (+17% Y/Y) - Gross Transaction Value (GTV): $9.08B (+11% Y/Y) - Adj. EBITDA: $262M (+26% Y/Y) - Net Income (GAAP): $116M (+90% Y/Y) Management anticipates GTV between $XXX billion and $XXXX billion a YoY growth of X% to 10%. These numbers tell a good story"  
[X Link](https://x.com/LumidaWealth/status/1973352529174872458) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-01T11:41Z 6644 followers, XX engagements


"4/ $CART's Tailwinds (1): Category Growth U.S. online grocery spend hit $11.2B in Aug25 (+14% Y/Y). Delivery continues to gain share. With penetration still XX% the TAM remains under-developed. CART has been gaining share for X straight quarters positioning it as the key beneficiary"  
[X Link](https://x.com/LumidaWealth/status/1973352535382479252) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-01T11:41Z 6644 followers, XXX engagements


"5/ $CART's Tailwinds (2): Retail Media Flywheel Ads are now XX% of revenue at very high gross margins. CPG brands are shifting budgets to retail-media networks. Commerce ad spend is projected to reach $4B by 2027. This lifts profitability and improves lifetime value of customers & retailers"  
[X Link](https://x.com/LumidaWealth/status/1973352537681023419) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-01T11:41Z 6644 followers, XXX engagements


"6/ $CART'sTailwinds (3): Platform Beyond Delivery Instacart isnt just delivery. Its evolving into a grocery-tech provider: - Caper smart carts - Connected Stores - FoodStorm (fresh counters) - Carrot Ads & loyalty integrations These deepen retailer ties improve stickiness and diversify revenue streams"  
[X Link](https://x.com/LumidaWealth/status/1973352539513926069) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-01T11:41Z 6644 followers, XXX engagements


"7/ However $CART also has some headwinds coming its way. Risks to Watch - $AMZN: expanding free same-day grocery delivery to 2300+ cities. - $WMT: leveraging store network + Walmart+. - $DASH + $KR partnership may hit incremental market share"  
[X Link](https://x.com/LumidaWealth/status/1973352541225099619) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-01T11:41Z 6644 followers, XXX engagements


"8/ $CART's metrics are starting to indicate undervaluation. - P/E NTM: XXXX (Lowest Levels in 3Y) - P/CF: XXXX (Lowest in 3Y) - FCF Yield: X% (Highest Levels in 3Y)"  
[X Link](https://x.com/LumidaWealth/status/1973352548309332282) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-01T11:41Z 6644 followers, XXX engagements


"3/ Credit bureau stocks reacted hard: - $EFX (Equifax) was down XX% - $TRU (TransUnion) slipped XX% Experian (London) also traded lower. Meanwhile $FICO spiked +5% premarket"  
[X Link](https://x.com/LumidaWealth/status/1974100994981081424) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-03T13:15Z 6645 followers, XXX engagements


"JAMIE DIMON: "HOPE FOR THE BEST PLAN FOR THE WORST 'Were in a bull market. Asset prices are high credit spreads are tight and the consumer still looks solid; jobs remain the anchor. But inflation may not fall as quickly as people expect. Government spending keeps the economy strong but its also inflationary. A recession in 2026 Its possible not inevitable.'"  
[X Link](https://x.com/LumidaWealth/status/1976654054592790660) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-10T14:20Z 6645 followers, XXX engagements


"How Social Media Changed Investing Forever Join us on Non Consensus Investing as we sit down with Eric Jackson founder of EMJ Capital. From spotting early winners like Carvana and Opendoor to navigating the meme stock frenzy @ericjackson shares how social media has reshaped the way investors trade connect and build conviction. Dont miss this deep dive into markets tech and the power of community-driven investing"  
[X Link](https://x.com/LumidaWealth/status/1978874322967003295) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-16T17:22Z 6645 followers, XXX engagements


"1/ $FICO just rewired the mortgage market. Lenders can now bypass Equifax Experian and TransUnion to get scores directly from FICO. Heres why this matters (and why bureau stocks tanked) 👇"  
[X Link](https://x.com/LumidaWealth/status/1974100992233804026) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-03T13:15Z 6645 followers, XXX engagements


"STABLE COINS COULD DRAIN $X TRILLION FROM EMERGING MARKET BANKS Standard Chartered warns that savers in developing economies are shifting deposits into USD pegged stable coins. The bank estimates $1T could move over three years restricting FX liquidity and local credit systems. Capital flight via digital dollars is becoming a macro risk. $USDT $USDC"  
[X Link](https://x.com/LumidaWealth/status/1975917058677211438) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-08T13:31Z 6646 followers, XXX engagements


"4/ With markets pricing an Oct cut $BBH might continue the rally. We believe positioning plays a critical role in benefiting from the macro. We got $EXEL and $SRPT a few days earlier. We talked about banks in this week's newsletter. Read here:"  
[X Link](https://x.com/LumidaWealth/status/1977749021725741334) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-13T14:51Z 6645 followers, XXX engagements


"FARADAY FUTURE LANDS 1000 EV DEAL Faraday signed a deposit agreement with ZEVO for 1000 FX Super One MPVs. The company ramps limited production in California and works to stabilise cash flow after years of delays and financing hurdles. $FFIE"  
[X Link](https://x.com/LumidaWealth/status/1977752113225539944) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-13T15:03Z 6646 followers, XXX engagements


"WHY MARKET FEAR JUST RESET THE BULL Last week markets were stretched overbought priced for perfection. Fridays selloff acted like a clearing event. Sentiment reset positioning reset. The spike in the VIX up XX% in a day showed real fear not just noise. That kind of reset often marks a short-term bottom. Its similar to August 2024s Yen-mageddon just compressed into one day instead of weeks. Banks report next. Expectations Theyll beat. Consumer credit will hold up. Refinancing activity is picking up. Here are highlights from the recent episode by @bitsandbips with @Steven_Ehrlich @ramahluwalia"  
[X Link](https://x.com/LumidaWealth/status/1978023336681590895) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-14T09:01Z 6646 followers, XXX engagements


"@binance used its own order book to price collateral not a neutral oracle. When the change was announced insiders spotted the window of opportunity. No code breach no malware just a gap in market plumbing that turned into a liquidation cascade"  
[X Link](https://x.com/LumidaWealth/status/1978023340779467065) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-14T09:01Z 6646 followers, XXX engagements


"AI GENERATES DATA FASTER THAN CHIPS CAN STORE IT Toshiba has validated 12-disk stacking technology to build XX TB hard drives by 2027. The design raises storage density and cuts cost per terabyte for AI and hyper scale data centres. Global data centre storage demand is rising XX% per year and HDD innovation is catching up. Toshibas breakthrough extends the physics limit of mechanical storage once again. $TOSYY"  
[X Link](https://x.com/LumidaWealth/status/1978144582740160821) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-14T17:03Z 6646 followers, XXX engagements


"@VirtuFinancial 6/ The firm gained new relevance after the 2020 retail trading boom. As volumes exploded Virtus systems handled record flow cementing its role as a backbone of market stability even when volatility hit extremes"  
[X Link](https://x.com/LumidaWealth/status/1978597330837225962) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-15T23:02Z 6645 followers, XX engagements


"@VirtuFinancial 7/ Today @VirtuFinancialprocesses millions of trades daily and remains a key player in the architecture of U.S. markets. $VIRT"  
[X Link](https://x.com/LumidaWealth/status/1978597336029802711) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-15T23:02Z 6646 followers, XXX engagements


"HOW SOCIAL MEDIA IS CHANGING INVESTING FOREVER Markets once moved on fundamentals earnings guidance and data. Now they move on to "attention." A single viral post can shift billions before any analyst report hits the wire. Narratives spread faster than numbers. $GME wasnt an anomaly; it was the blueprint. Investing has become social: it is now coordinated emotional and lightning-fast. As @ericjackson said on Non-Consensus Investing "Attention has become a new form of capital." Those who understand it dont just follow markets. They move them. (02:56) How Retail Investors and Social Media Are"  
[X Link](https://x.com/LumidaWealth/status/1979142947015630860) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T11:10Z 6646 followers, 23K engagements


"GLOBAL CRYPTO RULES STILL UNCERTAIN The G20s Financial Stability Board says crypto and stable coin rules remain inconsistent worldwide. Regulatory arbitrage between countries is creating systemic risk. The watchdog is calling for a unified global framework before digital assets scale further"  
[X Link](https://x.com/LumidaWealth/status/1979197071581221239) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T14:45Z 6646 followers, XXX engagements


"Wall Street still underestimates retail investors and thats their blind spot. @ericjackson shared a story of a house painter who not only owned $BTQ a quantum cryptography stock but also understood the thesis as deeply as any analyst. The narrative says retail chases memes. The reality They research discuss and execute with conviction. These arent dumb money players. Theyre self-taught capital allocators using social networks as research hubs"  
[X Link](https://x.com/LumidaWealth/status/1979232653736915120) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-17T17:06Z 6646 followers, 18.1K engagements


"BUYING WHEN EVERYONE ELSE RUNS @ericjackson's first $OPEN tweet came when the stock was under $X. ETF sellers were dumping. Analysts had moved on. The market had given up. Hed seen this movie before with $CVNA from $XXX to $XXXX then back to $XXX again. Catching the bottom isnt luck; its conviction when everyone else has capitulated. @Opendoor had cut costs hinted at profitability and sat at the intersection of two powerful forces: falling mortgage rates and rising activity. The best trades dont come when things look safe. They come when fear is priced in and the fundamentals quietly turn"  
[X Link](https://x.com/LumidaWealth/status/1979586772977020929) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-18T16:34Z 6645 followers, XXX engagements


"THE INTERNET IS BAD DATA AI learns from the internet and thats the problem. We imagine the training data looks like The Wall Street Journal or Wikipedia. In reality its random forum posts broken HTML stock tickers and gibberish. Most of it is slop. Thats why todays giant models arent smart. Theyre just compressing chaos doing memory work not cognitive work. The real breakthrough wont come from trillion-parameter models. Itll come from better data: smaller distilled and genuinely intelligent. Here are key takeaways from the recent episode of @dwarkesh_sp with @karpathy"  
[X Link](https://x.com/LumidaWealth/status/1979839838326034469) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-19T09:19Z 6646 followers, 1477 engagements


"Everyones been calling for a U.S. slowdown. Yet every major bank's leadership said the same thing this quarter: Consumers are spending jobs are stable and credit is clean. The U.S. economy keeps breaking the models built to predict its fall. Read our analysis in this week's newsletter:"  
[X Link](https://x.com/LumidaWealth/status/1979865545416540537) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-19T11:01Z 6646 followers, XXX engagements


"Everyone heard Jamie Dimons cockroach warning. Few read what came after. $JPM $PNC and $CFG all said the same thing: Private credit isnt a nest of risk. Its structured collateralized and secure. Losses like Tricolor sting IRR for funds not the system. Read our analysis in today's newsletter:"  
[X Link](https://x.com/LumidaWealth/status/1979911035973755090) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-19T14:02Z 6646 followers, XXX engagements


"2025 has been ruthless to stock pickers. Only XX% beat their benchmarks the lowest since 1999. Momentum and liquidity outperformed fundamentals. Systematic funds ruled and the Magnificent X carried the tape. Read our analysis in today's newsletter:"  
[X Link](https://x.com/LumidaWealth/status/1979948432287564161) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-19T16:31Z 6646 followers, XXX engagements


"A MAJOR U.S. BANK JUST WENT DIGIAL U.S. Bancorp has launched a new Digital Assets & Money Movement unit. It will handle stablecoin issuance crypto custody and asset tokenisation essentially building blockchain rails into banking. Led by payments veteran Jamie Walker the initiative positions $USB among the first large U.S. banks formalising a full crypto infrastructure strategy"  
[X Link](https://x.com/LumidaWealth/status/1980228055491613072) [@LumidaWealth](/creator/x/LumidaWealth) 2025-10-20T11:02Z 6646 followers, XXX engagements