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

Lumida Wealth Management's recent activities are not specified in the provided context. However, major financial institutions and companies are making significant moves in the market, such as HSBC's bid to take Hang Seng Bank private and Visa's support for stablecoins. Additionally, there are notable developments in the AI and tech sectors, including NVIDIA's AI factory in Germany and Amazon's lawsuit against Perplexity AI.

### 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 +73%
- X Month XXXXXXX -XX%
- X Months XXXXXXX +156%
- X Year XXXXXXXXX +25%

### 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 XX -XX%
- X Month XXX +21%
- X Months XXXXX +153%
- X Year XXXXX +61%

### 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 +0.35%
- X Month XXXXX +1.60%
- X Months XXXXX +13%
- X Year XXXXX +26%

### CreatorRank: XXXXXXXXX [#](/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

**Social category influence**
[finance](/list/finance)  [technology brands](/list/technology-brands)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [countries](/list/countries)  [celebrities](/list/celebrities)  [exchanges](/list/exchanges)  [currencies](/list/currencies) 

**Social topic influence**
[ai](/topic/ai), [investment](/topic/investment), [meta](/topic/meta), [bitcoin](/topic/bitcoin), [warner bros](/topic/warner-bros) #990, [saylor](/topic/saylor), [crypto](/topic/crypto), [open ai](/topic/open-ai), [stocks](/topic/stocks), [apple](/topic/apple)

**Top accounts mentioned or mentioned by**
[@ramahluwalia](/creator/undefined) [@bsurveillance](/creator/undefined) [@elonmusk](/creator/undefined) [@altcap](/creator/undefined) [@nvidia](/creator/undefined) [@bgurley](/creator/undefined) [@bg2pod](/creator/undefined) [@secscottbessent](/creator/undefined) [@darioamodei](/creator/undefined) [@noelleinmadrid](/creator/undefined) [@fundstrat](/creator/undefined) [@bitsandbips](/creator/undefined) [@krugermacro](/creator/undefined) [@microsoft](/creator/undefined) [@unchainedpod](/creator/undefined) [@blockworks](/creator/undefined) [@satyanadella](/creator/undefined) [@peterdiamandis](/creator/undefined) [@wealthion](/creator/undefined) [@defidimitri](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Etsy Inc (ETSY)](/topic/$etsy) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Docusign Inc (DOCU)](/topic/$docu) [Costco Wholesale Corporation (COST)](/topic/costco) [Disc Medicine, Inc. Common Stock (IRON)](/topic/$iron) [Better Home & Finance Holding Company Class A Common Stock (BETR)](/topic/$betr) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Hut X Mining Corp. (HUT)](/topic/$hut)
### Top Social Posts
Top posts by engagements in the last XX hours

"ETSY MAKES IT TO NYSE Etsy began trading on the New York Stock Exchange under its same ticker $ETSY. The platform hosts over X million sellers and XX million active buyers powering $13B+ in annual gross merchandise sales. Etsys visibility has strengthened among institutional investors as it aims to reignite growth after pandemic era highs. $ETSY"  
[X Link](https://x.com/LumidaWealth/status/1977706572068385135)  2025-10-13T12:02Z 6822 followers, XXX engagements


"@ericjackson's $1M allocation would look like this. XX% to Bitcoin. XX% to smaller high conviction coins. XX% to overlooked stocks with five-year disruption potential. XX% to steady compounders that grow slowly but reliably"  
[X Link](https://x.com/LumidaWealth/status/1995840913298653615)  2025-12-02T13:02Z 6821 followers, 8195 engagements


"Apple's privacy first philosophy limits data access for model training and relatively small compute budgets hamper development versus Big Tech peers. Giannandrea's research-first approach brought academic talent but didn't translate to consumer-ready products"  
[X Link](https://x.com/LumidaWealth/status/1996233870753120258)  2025-12-03T15:03Z 6821 followers, XXX engagements


"This does not constitute financial or investment advice. Moreover Lumidas returns on any one investment do not match Lumidas overall returns across all investments. Join our growing community on TikTok"  
[X Link](https://x.com/LumidaWealth/status/1996233872678236334)  2025-12-03T15:03Z 6822 followers, XXX engagements


"BITCOINS FOUR-YEAR CYCLE IS FADING Is the halving still what really moves Bitcoin @saylor: "The old four-year cycle driven by the halving is losing relevance. Early on supply cuts significantly impacted demand. Not anymore. Bitcoin now trades $50-100 billion daily. The next halving's impact A mere $XX million reduction in daily supply. That's a third-order effect at best. Today Bitcoin is moved by structural market developments and traditional finance embracing the asset. Think tens of billions in bank credit or regulatory changes that boost derivatives trading. The real drivers are banking"  
[X Link](https://x.com/LumidaWealth/status/1996848521777979820)  2025-12-05T07:46Z 6824 followers, XXX engagements


"@saylor The number of companies holding Bitcoin as balance-sheet capital has jumped from XX to 200+ in about a year strengthening both $BTC and the broader crypto economy"  
[X Link](https://x.com/LumidaWealth/status/1996848677369926115)  2025-12-05T07:46Z 6823 followers, XX engagements


"@saylor Bitcoin is emerging as a strategic asset for public companies. With regulatory support and fair value accounting enabling balance sheets to reflect gains Bitcoins XX% annual growth over the past five years vs X% for traditional assets creates a clear structural advantage"  
[X Link](https://x.com/LumidaWealth/status/1996848853660668329)  2025-12-05T07:47Z 6824 followers, XX engagements


"@saylor There are two hemispheres of digital assets. One is digital capital on Bitcoin where the killer app is digital credit (a bank account paying 10%). The other is digital finance; tokenized currencies securities memes brands and capital raising"  
[X Link](https://x.com/LumidaWealth/status/1996849189318266929)  2025-12-05T07:48Z 6822 followers, XX engagements


"@saylor Bitcoin competes with gold real estate equities its for people who want to store value for 30+ years. Stablecoins compete with banks and card networks moving dollars at the speed of light. The big winner in the stablecoin wave is the US dollar itself"  
[X Link](https://x.com/LumidaWealth/status/1996849377403392233)  2025-12-05T07:49Z 6824 followers, XXX engagements


"@saylor This does not constitute financial or investment advice. Moreover Lumidas returns on any one investment do not match Lumidas overall returns across all investments. Don't forget to read this week's Ledger. Click below to Subscribe"  
[X Link](https://x.com/LumidaWealth/status/1996849378955243687)  2025-12-05T07:49Z 6823 followers, XXX engagements


"1/ Daily News Round-Up: - Meta slashes metaverse spend as AI takes focus - Netflix in exclusive talks to buy Warner Bros. - CFTC clears spot crypto trading on futures platforms - OpenAI to build $7B AI supercluster in Australia - Apple hit by leadership exodus amid AI race"  
[X Link](https://x.com/LumidaWealth/status/1996908286507921806)  2025-12-05T11:43Z 6824 followers, XXX engagements


"2/ Meta CEO Mark Zuckerberg is planning significant reductions to the companys metaverse investment a strategic shift away from the once-core initiative that drove the 2021 rebrand from Facebook"  
[X Link](https://x.com/LumidaWealth/status/1996908287824932899)  2025-12-05T11:43Z 6823 followers, XX engagements


"3/ Warner Bros. Discovery entered exclusive negotiations with Netflix to sell its studios and HBO Max streaming service a potential transaction that would reshape the entertainment landscape"  
[X Link](https://x.com/LumidaWealth/status/1996908289234227274)  2025-12-05T11:43Z 6823 followers, XX engagements


"4/ The Commodity Futures Trading Commission announced that spot crypto assets will be permitted to trade on CFTC-registered futures exchanges marking a significant regulatory shift for the U.S. digital asset market"  
[X Link](https://x.com/LumidaWealth/status/1996908290618335298)  2025-12-05T11:43Z 6823 followers, XX engagements


"5/ OpenAI announced a major partnership with Australian data center operator NextDC to develop a large-scale GPU supercluster in Sydneys Eastern Creek"  
[X Link](https://x.com/LumidaWealth/status/1996908291926954462)  2025-12-05T11:43Z 6824 followers, XX engagements


"9/ Holiday spending is off to a strong start but the consumer fueling that growth looks very different across income groups"  
[X Link](https://x.com/LumidaWealth/status/1996908297400508465)  2025-12-05T11:43Z 6825 followers, XXX engagements


"META SHIFTS AWAY FROM METAVERSE Meta Platforms plans budget cuts to its metaverse division for 2026 shifting spending toward AI wearables. The decision marks a departure from Mark Zuckerberg's 2021 vision when the company rebranded from Facebook to Meta. The Reality Labs division has recorded operating losses exceeding $XX billion since 2020"  
[X Link](https://x.com/LumidaWealth/status/1996913056668856332)  2025-12-05T12:02Z 6823 followers, XXX engagements


"A Meta spokeswoman stated: "Within our overall Reality Labs portfolio we are shifting some of our investment from metaverse toward AI glasses and wearables given the momentum there." Meta's Ray Ban AI glasses have sold over X million pairs with production capacity expected to expand to XX million pairs annually by end of 2026"  
[X Link](https://x.com/LumidaWealth/status/1996913068081615198)  2025-12-05T12:02Z 6823 followers, XX engagements


"Meta shares rose more than X% following the announcement. The company created a Superintelligence division in June offering $XXX million pay packages to AI specialists and hiring around XX people. In October Meta announced approximately XXX job cuts in its AI division targeting long term research teams while preserving the new Superintelligence team"  
[X Link](https://x.com/LumidaWealth/status/1996913080266002784)  2025-12-05T12:02Z 6823 followers, XXX engagements


"This does not constitute financial or investment advice. Moreover Lumidas returns on any one investment do not match Lumidas overall returns across all investments. Subscribe to our YouTube channel for the weekly podcast"  
[X Link](https://x.com/LumidaWealth/status/1996913082237407636)  2025-12-05T12:02Z 6825 followers, XXX engagements


"GLOBAL FOOD PRICES DECLINE The FAO food price index tracking widely traded food commodities averaged XXXXX points in November down XXX% from October and more than XX% below the March 2022 peak following Russia's invasion of Ukraine. This marks the third consecutive monthly decline"  
[X Link](https://x.com/LumidaWealth/status/1996928361159856620)  2025-12-05T13:03Z 6822 followers, XXX engagements


"Cereals bucked the trend climbing XXX% in November. Wheat prices rose XXX% amid potential Chinese interest in U.S. supplies continued Black Sea tensions and expectations of reduced Russian plantings. Vegetable oil prices fell XXX% to a five month low while meat prices edged XXX% lower despite remaining XXX% higher year over year"  
[X Link](https://x.com/LumidaWealth/status/1996928375118573574)  2025-12-05T13:03Z 6822 followers, XXX engagements


"This does not constitute financial or investment advice. Moreover Lumidas returns on any one investment do not match Lumidas overall returns across all investments. Don't forget to read this week's Ledger. Click below to Subscribe"  
[X Link](https://x.com/LumidaWealth/status/1996928377370943622)  2025-12-05T13:03Z 6825 followers, XXX engagements


"Dozens of Apple employees have moved to OpenAI and Meta in recent months. Meta's Mark Zuckerberg hired Apple designer Alan Dye this week after recruiting key AI staffers. OpenAI paid $XXX billion to acquire Jony Ive and his team of ex Apple personnel with dozens of Apple engineers in audio watch design and robotics joining OpenAI recently"  
[X Link](https://x.com/LumidaWealth/status/1996944208645550505)  2025-12-05T14:06Z 6822 followers, XX engagements


"WALLMART'S E-COMMERCE GROWTH Walmart CFO John Rainey: "Our business model continues to evolve with operating income increasingly influenced by improved e-commerce economics." The company delivered XX% e-commerce growth its seventh consecutive quarter above XX% driven by pickup delivery and ad monetization"  
[X Link](https://x.com/LumidaWealth/status/1995508950108676147)  2025-12-01T15:03Z 6822 followers, XXX engagements


"APPLE'S EXECUTIVE DEPARTURE Apple is experiencing executive departures including its general counsel and head of policy (retiring next year) head of AI strategy (announced Monday retirement) a top designer (left for Meta Wednesday) chief operating officer (retired July) and chief financial officer (transitioned to new role). CEO Tim Cook who turned XX last month shows no signs of stepping down"  
[X Link](https://x.com/LumidaWealth/status/1996944135228367290)  2025-12-05T14:05Z 6823 followers, XXX engagements


"WARNER BROS. DISCOVERY NEGOTIATES WITH NETFLIX. Warner Bros. Discovery entered exclusive negotiations to sell its studios and HBO Max streaming business to Netflix. The move follows the latest bid round with Paramount seeking to buy the entire company including CNN TNT and TBS while Comcast pursued the studios and HBO Max business"  
[X Link](https://x.com/LumidaWealth/status/1996958604952264854)  2025-12-05T15:03Z 6822 followers, XXX engagements


"BUFFET IS GOING BACK TO JAPAN AND MARKETS ARE PAYING ATTENTION Berkshire Hathaway is preparing its second yen bond sale this year reigniting speculation that Warren Buffett sees more value in Japanese trading houses. Shares of Sumitomo Mitsui and Itochu jumped as much as XXX% on the news. Since 2019 Berkshire has invested nearly X trillion in Japan's top five trading firms"  
[X Link](https://x.com/LumidaWealth/status/1986429756774981931)  2025-11-06T13:45Z 6824 followers, XXX engagements


"What Does Stanley Druckenmiller See In $DOCU 13F filings show Druck has taken a new position in Docusign. The stock is trading at its lowest prices since June. The valuation metrics have dropped to their lowest with FCF yield at XXX% and P/E NTM at XX. We analyze $DOCU and Druckenmiller's other positions in today's newsletter. Subscribe so you don't miss it:"  
[X Link](https://x.com/LumidaWealth/status/1990064945367539795)  2025-11-16T14:30Z 6822 followers, 1412 engagements


"Real GDP grew approximately X% annualized in Q2 and Q3 while productivity has increased due to AI and automation adoption. These metrics suggest economic resilience rather than recessionary conditions with companies demonstrating operational leverage"  
[X Link](https://x.com/LumidaWealth/status/1992976791175053484)  2025-11-24T15:21Z 6822 followers, XXX engagements


"1/ Daily News Round-Up: - Xi warns Trump after Japan's Taiwan remarks - Stocks rally on Fed cut hopes & AI rebound - Bitcoin jumps back above $90K - Oracle credit risk spikes on AI debt load - JPMorgan now sees December rate cut"  
[X Link](https://x.com/LumidaWealth/status/1994015203806114107)  2025-11-27T12:07Z 6823 followers, XXX engagements


"IS ORACLE CREDIT RISK AT CRISIS ERA LEVEL Oracle's five year credit default swap spreads surged to approximately XXXX% the highest level in three years and nearing records set during the 2008 financial crisis. The rise reflects market concern over the company's aggressive AI infrastructure financing strategy"  
[X Link](https://x.com/LumidaWealth/status/1994101722852045080)  2025-11-27T17:51Z 6823 followers, XXX engagements


"Costco CFO Gary Millerchip notes "members are spending towards necessities and remain very choiceful in their spending on discretionary items." Dollar Tree observes "customers are seeking value and convenience more than ever." The pattern indicates wallet reordering rather than shrinking"  
[X Link](https://x.com/LumidaWealth/status/1995493830057963717)  2025-12-01T14:02Z 6824 followers, XX engagements


"Several retailers raised guidance for the holiday season. Walmart Ross Stores and Dollar Tree increased forecasts encouraged by strong business momentum. The optimism reflects confidence in sustained consumer spending through year end"  
[X Link](https://x.com/LumidaWealth/status/1995493837326708943)  2025-12-01T14:02Z 6824 followers, XXX engagements


"Eric Jackson is hunting eight potential 100x names. Top picks include $IRON $CIFR $HUT $BETR and $SANA. He sees $IRON falling from about $XX to the $40s as noise on the path to a possible $XXX target"  
[X Link](https://x.com/LumidaWealth/status/1995840917572579525)  2025-12-02T13:02Z 6821 followers, 2913 engagements


"Commercial Real Estate: The Too Cheap to Ignore Asset Everyone Hates Is This the First True Buy Window in CRE Since 2008 Values are down. Returns have lagged badly. Big investors are still cautious. Heres whats going on 👇"  
[X Link](https://x.com/LumidaWealth/status/1995848413817208930)  2025-12-02T13:31Z 6822 followers, XXX engagements


"6/ A credit-risk gauge tied to Oracle surged to its highest level since the financial crisis reflecting growing investor anxiety over the companys expanding debt load and the broader AI investment frenzy"  
[X Link](https://x.com/LumidaWealth/status/1996196102320665050)  2025-12-03T12:33Z 6821 followers, XX engagements


"1/ Daily News Round-Up: - Chinas exports soar XXX% in November beating forecasts - Netflix buys Warner Bros. for $72B expanding content - Trump tackles soaring beef prices with advisory meeting - WPP raises 2025 ad spend forecast driven by AI and tariffs - Robinhood enters Indonesia with local brokerage acquisitions"  
[X Link](https://x.com/LumidaWealth/status/1997999447528149006)  2025-12-08T11:59Z 6822 followers, XXX engagements


"2/ Chinas exports rebounded strongly in November growing by XXX% well above the XXX% growth forecast"  
[X Link](https://x.com/LumidaWealth/status/1997999448790614112)  2025-12-08T11:59Z 6821 followers, XX engagements


"3/ Netflix announced its acquisition of Warner Bros. for $XX billion expected to close after Warner Bros"  
[X Link](https://x.com/LumidaWealth/status/1997999449990152494)  2025-12-08T11:59Z 6824 followers, XX engagements


"4/ The Trump administration has convened top advisers to address the sharp rise in beef prices which have hit record levels this year"  
[X Link](https://x.com/LumidaWealth/status/1997999451223339301)  2025-12-08T11:59Z 6824 followers, XX engagements


"5/ WPP Media revised its global advertising forecast for 2025 predicting an XXX% increase in ad spend to $XXXX trillion up from the earlier estimate of 6%"  
[X Link](https://x.com/LumidaWealth/status/1997999452603183215)  2025-12-08T11:59Z 6824 followers, XX engagements


"6/ Sam Altman CEO of OpenAI has made headlines by exploring a potential deal to take over Stoke Space a startup aiming to develop a reusable rocket system to rival Elon Musks SpaceX"  
[X Link](https://x.com/LumidaWealth/status/1997999453958029654)  2025-12-08T11:59Z 6822 followers, XX engagements


"7/ With the December XX deadline for the XX% federal tax credit on solar installations fast approaching homeowners are rushing to install solar panels and batteries to take advantage of the incentive before it expires"  
[X Link](https://x.com/LumidaWealth/status/1997999455371403702)  2025-12-08T11:59Z 6822 followers, XX engagements


"8/ Robinhood Markets Inc. announced that it will enter the Indonesian market by acquiring two local brokerages: PT Buana Capital Sekuritas and PT Pedagang Aset Kripto"  
[X Link](https://x.com/LumidaWealth/status/1997999456667517197)  2025-12-08T11:59Z 6824 followers, XX engagements


"9/ President Donald Trump recently raised concerns about the potential antitrust issues surrounding Netflixs $XX billion acquisition of Warner Bros. Discovery"  
[X Link](https://x.com/LumidaWealth/status/1997999457976143996)  2025-12-08T11:59Z 6824 followers, XXX engagements


"POST ELECTION SECTOR PERFORMANCE Following the October blue sweep market behavior shows sector rotation patterns. Healthcare stocks have been the biggest sector performer since the elections. First Solar (FSLR) has strengthened along with daycare service providers including Bright Horizons (BFAM) rising from post election lows"  
[X Link](https://x.com/LumidaWealth/status/1998015425997586789)  2025-12-08T13:02Z 6824 followers, XXX engagements


"Meta added UFC chief Dana White to its board and terminated a DNC-aligned advisor after the election. Meta experienced an unusual selloff post election. Crypto assets also declined following the election results"  
[X Link](https://x.com/LumidaWealth/status/1998015438098178159)  2025-12-08T13:02Z 6822 followers, XXX engagements


"This does not constitute financial or investment advice. Moreover Lumidas returns on any one investment do not match Lumidas overall returns across all investments. Subscribe to our YouTube channel for the weekly podcast"  
[X Link](https://x.com/LumidaWealth/status/1998015439935328574)  2025-12-08T13:02Z 6824 followers, XXX engagements


"There's a dilemma in AI growth. "Economic value is uncertain and data center builds take time." Companies risk overextending by either underestimating computing needs or overinvesting. Timing is key; missteps can have serious consequences"  
[X Link](https://x.com/LumidaWealth/status/1998056732631994590)  2025-12-08T15:47Z 6822 followers, XX engagements


"@DavidSacks AI czar at the White House accused Anthropic of "regulatory capture." @DarioAmodei responds saying "It's not about individuals but about addressing critical policy issues. They support AI regulation with exemptions for small players arguing AI's potential is huge but so are the risks.""  
[X Link](https://x.com/LumidaWealth/status/1998056737048535549)  2025-12-08T15:47Z 6822 followers, XX engagements


"@DarioAmodei: "Ive never liked terms like AGI or superintelligence. Just like Moore's Law AI models will keep improving exponentially better at coding science and even math Olympiads. The future More capability more revenue. No turning back.""  
[X Link](https://x.com/LumidaWealth/status/1998056750663295021)  2025-12-08T15:47Z 6821 followers, XX engagements


"Selling advanced AI chips to authoritarian regimes risks national security. As AI evolves those with access could outpace democracies in defense economics and surveillance. It's crucial that democracies lead to safeguard global stability and freedom"  
[X Link](https://x.com/LumidaWealth/status/1998056754727534936)  2025-12-08T15:47Z 6821 followers, XXX 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 Avatar @LumidaWealth Lumida Wealth Management

Lumida Wealth Management's recent activities are not specified in the provided context. However, major financial institutions and companies are making significant moves in the market, such as HSBC's bid to take Hang Seng Bank private and Visa's support for stablecoins. Additionally, there are notable developments in the AI and tech sectors, including NVIDIA's AI factory in Germany and Amazon's lawsuit against Perplexity AI.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +73%
  • X Month XXXXXXX -XX%
  • X Months XXXXXXX +156%
  • X Year XXXXXXXXX +25%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX +21%
  • X Months XXXXX +153%
  • X Year XXXXX +61%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.35%
  • X Month XXXXX +1.60%
  • X Months XXXXX +13%
  • X Year XXXXX +26%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance technology brands stocks cryptocurrencies social networks countries celebrities exchanges currencies

Social topic influence ai, investment, meta, bitcoin, warner bros #990, saylor, crypto, open ai, stocks, apple

Top accounts mentioned or mentioned by @ramahluwalia @bsurveillance @elonmusk @altcap @nvidia @bgurley @bg2pod @secscottbessent @darioamodei @noelleinmadrid @fundstrat @bitsandbips @krugermacro @microsoft @unchainedpod @blockworks @satyanadella @peterdiamandis @wealthion @defidimitri

Top assets mentioned Bitcoin (BTC) Robinhood Markets, Inc. (HOOD) Etsy Inc (ETSY) Meta Platforms, Inc. (META) Berkshire Hathaway Inc. (BRK.A) Docusign Inc (DOCU) Costco Wholesale Corporation (COST) Disc Medicine, Inc. Common Stock (IRON) Better Home & Finance Holding Company Class A Common Stock (BETR) Cipher Mining Inc. Common Stock (CIFR) Hut X Mining Corp. (HUT)

Top Social Posts

Top posts by engagements in the last XX hours

"ETSY MAKES IT TO NYSE Etsy began trading on the New York Stock Exchange under its same ticker $ETSY. The platform hosts over X million sellers and XX million active buyers powering $13B+ in annual gross merchandise sales. Etsys visibility has strengthened among institutional investors as it aims to reignite growth after pandemic era highs. $ETSY"
X Link 2025-10-13T12:02Z 6822 followers, XXX engagements

"@ericjackson's $1M allocation would look like this. XX% to Bitcoin. XX% to smaller high conviction coins. XX% to overlooked stocks with five-year disruption potential. XX% to steady compounders that grow slowly but reliably"
X Link 2025-12-02T13:02Z 6821 followers, 8195 engagements

"Apple's privacy first philosophy limits data access for model training and relatively small compute budgets hamper development versus Big Tech peers. Giannandrea's research-first approach brought academic talent but didn't translate to consumer-ready products"
X Link 2025-12-03T15:03Z 6821 followers, XXX engagements

"This does not constitute financial or investment advice. Moreover Lumidas returns on any one investment do not match Lumidas overall returns across all investments. Join our growing community on TikTok"
X Link 2025-12-03T15:03Z 6822 followers, XXX engagements

"BITCOINS FOUR-YEAR CYCLE IS FADING Is the halving still what really moves Bitcoin @saylor: "The old four-year cycle driven by the halving is losing relevance. Early on supply cuts significantly impacted demand. Not anymore. Bitcoin now trades $50-100 billion daily. The next halving's impact A mere $XX million reduction in daily supply. That's a third-order effect at best. Today Bitcoin is moved by structural market developments and traditional finance embracing the asset. Think tens of billions in bank credit or regulatory changes that boost derivatives trading. The real drivers are banking"
X Link 2025-12-05T07:46Z 6824 followers, XXX engagements

"@saylor The number of companies holding Bitcoin as balance-sheet capital has jumped from XX to 200+ in about a year strengthening both $BTC and the broader crypto economy"
X Link 2025-12-05T07:46Z 6823 followers, XX engagements

"@saylor Bitcoin is emerging as a strategic asset for public companies. With regulatory support and fair value accounting enabling balance sheets to reflect gains Bitcoins XX% annual growth over the past five years vs X% for traditional assets creates a clear structural advantage"
X Link 2025-12-05T07:47Z 6824 followers, XX engagements

"@saylor There are two hemispheres of digital assets. One is digital capital on Bitcoin where the killer app is digital credit (a bank account paying 10%). The other is digital finance; tokenized currencies securities memes brands and capital raising"
X Link 2025-12-05T07:48Z 6822 followers, XX engagements

"@saylor Bitcoin competes with gold real estate equities its for people who want to store value for 30+ years. Stablecoins compete with banks and card networks moving dollars at the speed of light. The big winner in the stablecoin wave is the US dollar itself"
X Link 2025-12-05T07:49Z 6824 followers, XXX engagements

"@saylor This does not constitute financial or investment advice. Moreover Lumidas returns on any one investment do not match Lumidas overall returns across all investments. Don't forget to read this week's Ledger. Click below to Subscribe"
X Link 2025-12-05T07:49Z 6823 followers, XXX engagements

"1/ Daily News Round-Up: - Meta slashes metaverse spend as AI takes focus - Netflix in exclusive talks to buy Warner Bros. - CFTC clears spot crypto trading on futures platforms - OpenAI to build $7B AI supercluster in Australia - Apple hit by leadership exodus amid AI race"
X Link 2025-12-05T11:43Z 6824 followers, XXX engagements

"2/ Meta CEO Mark Zuckerberg is planning significant reductions to the companys metaverse investment a strategic shift away from the once-core initiative that drove the 2021 rebrand from Facebook"
X Link 2025-12-05T11:43Z 6823 followers, XX engagements

"3/ Warner Bros. Discovery entered exclusive negotiations with Netflix to sell its studios and HBO Max streaming service a potential transaction that would reshape the entertainment landscape"
X Link 2025-12-05T11:43Z 6823 followers, XX engagements

"4/ The Commodity Futures Trading Commission announced that spot crypto assets will be permitted to trade on CFTC-registered futures exchanges marking a significant regulatory shift for the U.S. digital asset market"
X Link 2025-12-05T11:43Z 6823 followers, XX engagements

"5/ OpenAI announced a major partnership with Australian data center operator NextDC to develop a large-scale GPU supercluster in Sydneys Eastern Creek"
X Link 2025-12-05T11:43Z 6824 followers, XX engagements

"9/ Holiday spending is off to a strong start but the consumer fueling that growth looks very different across income groups"
X Link 2025-12-05T11:43Z 6825 followers, XXX engagements

"META SHIFTS AWAY FROM METAVERSE Meta Platforms plans budget cuts to its metaverse division for 2026 shifting spending toward AI wearables. The decision marks a departure from Mark Zuckerberg's 2021 vision when the company rebranded from Facebook to Meta. The Reality Labs division has recorded operating losses exceeding $XX billion since 2020"
X Link 2025-12-05T12:02Z 6823 followers, XXX engagements

"A Meta spokeswoman stated: "Within our overall Reality Labs portfolio we are shifting some of our investment from metaverse toward AI glasses and wearables given the momentum there." Meta's Ray Ban AI glasses have sold over X million pairs with production capacity expected to expand to XX million pairs annually by end of 2026"
X Link 2025-12-05T12:02Z 6823 followers, XX engagements

"Meta shares rose more than X% following the announcement. The company created a Superintelligence division in June offering $XXX million pay packages to AI specialists and hiring around XX people. In October Meta announced approximately XXX job cuts in its AI division targeting long term research teams while preserving the new Superintelligence team"
X Link 2025-12-05T12:02Z 6823 followers, XXX engagements

"This does not constitute financial or investment advice. Moreover Lumidas returns on any one investment do not match Lumidas overall returns across all investments. Subscribe to our YouTube channel for the weekly podcast"
X Link 2025-12-05T12:02Z 6825 followers, XXX engagements

"GLOBAL FOOD PRICES DECLINE The FAO food price index tracking widely traded food commodities averaged XXXXX points in November down XXX% from October and more than XX% below the March 2022 peak following Russia's invasion of Ukraine. This marks the third consecutive monthly decline"
X Link 2025-12-05T13:03Z 6822 followers, XXX engagements

"Cereals bucked the trend climbing XXX% in November. Wheat prices rose XXX% amid potential Chinese interest in U.S. supplies continued Black Sea tensions and expectations of reduced Russian plantings. Vegetable oil prices fell XXX% to a five month low while meat prices edged XXX% lower despite remaining XXX% higher year over year"
X Link 2025-12-05T13:03Z 6822 followers, XXX engagements

"This does not constitute financial or investment advice. Moreover Lumidas returns on any one investment do not match Lumidas overall returns across all investments. Don't forget to read this week's Ledger. Click below to Subscribe"
X Link 2025-12-05T13:03Z 6825 followers, XXX engagements

"Dozens of Apple employees have moved to OpenAI and Meta in recent months. Meta's Mark Zuckerberg hired Apple designer Alan Dye this week after recruiting key AI staffers. OpenAI paid $XXX billion to acquire Jony Ive and his team of ex Apple personnel with dozens of Apple engineers in audio watch design and robotics joining OpenAI recently"
X Link 2025-12-05T14:06Z 6822 followers, XX engagements

"WALLMART'S E-COMMERCE GROWTH Walmart CFO John Rainey: "Our business model continues to evolve with operating income increasingly influenced by improved e-commerce economics." The company delivered XX% e-commerce growth its seventh consecutive quarter above XX% driven by pickup delivery and ad monetization"
X Link 2025-12-01T15:03Z 6822 followers, XXX engagements

"APPLE'S EXECUTIVE DEPARTURE Apple is experiencing executive departures including its general counsel and head of policy (retiring next year) head of AI strategy (announced Monday retirement) a top designer (left for Meta Wednesday) chief operating officer (retired July) and chief financial officer (transitioned to new role). CEO Tim Cook who turned XX last month shows no signs of stepping down"
X Link 2025-12-05T14:05Z 6823 followers, XXX engagements

"WARNER BROS. DISCOVERY NEGOTIATES WITH NETFLIX. Warner Bros. Discovery entered exclusive negotiations to sell its studios and HBO Max streaming business to Netflix. The move follows the latest bid round with Paramount seeking to buy the entire company including CNN TNT and TBS while Comcast pursued the studios and HBO Max business"
X Link 2025-12-05T15:03Z 6822 followers, XXX engagements

"BUFFET IS GOING BACK TO JAPAN AND MARKETS ARE PAYING ATTENTION Berkshire Hathaway is preparing its second yen bond sale this year reigniting speculation that Warren Buffett sees more value in Japanese trading houses. Shares of Sumitomo Mitsui and Itochu jumped as much as XXX% on the news. Since 2019 Berkshire has invested nearly X trillion in Japan's top five trading firms"
X Link 2025-11-06T13:45Z 6824 followers, XXX engagements

"What Does Stanley Druckenmiller See In $DOCU 13F filings show Druck has taken a new position in Docusign. The stock is trading at its lowest prices since June. The valuation metrics have dropped to their lowest with FCF yield at XXX% and P/E NTM at XX. We analyze $DOCU and Druckenmiller's other positions in today's newsletter. Subscribe so you don't miss it:"
X Link 2025-11-16T14:30Z 6822 followers, 1412 engagements

"Real GDP grew approximately X% annualized in Q2 and Q3 while productivity has increased due to AI and automation adoption. These metrics suggest economic resilience rather than recessionary conditions with companies demonstrating operational leverage"
X Link 2025-11-24T15:21Z 6822 followers, XXX engagements

"1/ Daily News Round-Up: - Xi warns Trump after Japan's Taiwan remarks - Stocks rally on Fed cut hopes & AI rebound - Bitcoin jumps back above $90K - Oracle credit risk spikes on AI debt load - JPMorgan now sees December rate cut"
X Link 2025-11-27T12:07Z 6823 followers, XXX engagements

"IS ORACLE CREDIT RISK AT CRISIS ERA LEVEL Oracle's five year credit default swap spreads surged to approximately XXXX% the highest level in three years and nearing records set during the 2008 financial crisis. The rise reflects market concern over the company's aggressive AI infrastructure financing strategy"
X Link 2025-11-27T17:51Z 6823 followers, XXX engagements

"Costco CFO Gary Millerchip notes "members are spending towards necessities and remain very choiceful in their spending on discretionary items." Dollar Tree observes "customers are seeking value and convenience more than ever." The pattern indicates wallet reordering rather than shrinking"
X Link 2025-12-01T14:02Z 6824 followers, XX engagements

"Several retailers raised guidance for the holiday season. Walmart Ross Stores and Dollar Tree increased forecasts encouraged by strong business momentum. The optimism reflects confidence in sustained consumer spending through year end"
X Link 2025-12-01T14:02Z 6824 followers, XXX engagements

"Eric Jackson is hunting eight potential 100x names. Top picks include $IRON $CIFR $HUT $BETR and $SANA. He sees $IRON falling from about $XX to the $40s as noise on the path to a possible $XXX target"
X Link 2025-12-02T13:02Z 6821 followers, 2913 engagements

"Commercial Real Estate: The Too Cheap to Ignore Asset Everyone Hates Is This the First True Buy Window in CRE Since 2008 Values are down. Returns have lagged badly. Big investors are still cautious. Heres whats going on 👇"
X Link 2025-12-02T13:31Z 6822 followers, XXX engagements

"6/ A credit-risk gauge tied to Oracle surged to its highest level since the financial crisis reflecting growing investor anxiety over the companys expanding debt load and the broader AI investment frenzy"
X Link 2025-12-03T12:33Z 6821 followers, XX engagements

"1/ Daily News Round-Up: - Chinas exports soar XXX% in November beating forecasts - Netflix buys Warner Bros. for $72B expanding content - Trump tackles soaring beef prices with advisory meeting - WPP raises 2025 ad spend forecast driven by AI and tariffs - Robinhood enters Indonesia with local brokerage acquisitions"
X Link 2025-12-08T11:59Z 6822 followers, XXX engagements

"2/ Chinas exports rebounded strongly in November growing by XXX% well above the XXX% growth forecast"
X Link 2025-12-08T11:59Z 6821 followers, XX engagements

"3/ Netflix announced its acquisition of Warner Bros. for $XX billion expected to close after Warner Bros"
X Link 2025-12-08T11:59Z 6824 followers, XX engagements

"4/ The Trump administration has convened top advisers to address the sharp rise in beef prices which have hit record levels this year"
X Link 2025-12-08T11:59Z 6824 followers, XX engagements

"5/ WPP Media revised its global advertising forecast for 2025 predicting an XXX% increase in ad spend to $XXXX trillion up from the earlier estimate of 6%"
X Link 2025-12-08T11:59Z 6824 followers, XX engagements

"6/ Sam Altman CEO of OpenAI has made headlines by exploring a potential deal to take over Stoke Space a startup aiming to develop a reusable rocket system to rival Elon Musks SpaceX"
X Link 2025-12-08T11:59Z 6822 followers, XX engagements

"7/ With the December XX deadline for the XX% federal tax credit on solar installations fast approaching homeowners are rushing to install solar panels and batteries to take advantage of the incentive before it expires"
X Link 2025-12-08T11:59Z 6822 followers, XX engagements

"8/ Robinhood Markets Inc. announced that it will enter the Indonesian market by acquiring two local brokerages: PT Buana Capital Sekuritas and PT Pedagang Aset Kripto"
X Link 2025-12-08T11:59Z 6824 followers, XX engagements

"9/ President Donald Trump recently raised concerns about the potential antitrust issues surrounding Netflixs $XX billion acquisition of Warner Bros. Discovery"
X Link 2025-12-08T11:59Z 6824 followers, XXX engagements

"POST ELECTION SECTOR PERFORMANCE Following the October blue sweep market behavior shows sector rotation patterns. Healthcare stocks have been the biggest sector performer since the elections. First Solar (FSLR) has strengthened along with daycare service providers including Bright Horizons (BFAM) rising from post election lows"
X Link 2025-12-08T13:02Z 6824 followers, XXX engagements

"Meta added UFC chief Dana White to its board and terminated a DNC-aligned advisor after the election. Meta experienced an unusual selloff post election. Crypto assets also declined following the election results"
X Link 2025-12-08T13:02Z 6822 followers, XXX engagements

"This does not constitute financial or investment advice. Moreover Lumidas returns on any one investment do not match Lumidas overall returns across all investments. Subscribe to our YouTube channel for the weekly podcast"
X Link 2025-12-08T13:02Z 6824 followers, XXX engagements

"There's a dilemma in AI growth. "Economic value is uncertain and data center builds take time." Companies risk overextending by either underestimating computing needs or overinvesting. Timing is key; missteps can have serious consequences"
X Link 2025-12-08T15:47Z 6822 followers, XX engagements

"@DavidSacks AI czar at the White House accused Anthropic of "regulatory capture." @DarioAmodei responds saying "It's not about individuals but about addressing critical policy issues. They support AI regulation with exemptions for small players arguing AI's potential is huge but so are the risks.""
X Link 2025-12-08T15:47Z 6822 followers, XX engagements

"@DarioAmodei: "Ive never liked terms like AGI or superintelligence. Just like Moore's Law AI models will keep improving exponentially better at coding science and even math Olympiads. The future More capability more revenue. No turning back.""
X Link 2025-12-08T15:47Z 6821 followers, XX engagements

"Selling advanced AI chips to authoritarian regimes risks national security. As AI evolves those with access could outpace democracies in defense economics and surveillance. It's crucial that democracies lead to safeguard global stability and freedom"
X Link 2025-12-08T15:47Z 6821 followers, XXX engagements

creator/x::LumidaWealth
/creator/x::LumidaWealth