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# ![@MacroMicroMe Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1295255955404292096.png) @MacroMicroMe MacroMicro

MacroMicro posts on X about fed, inflation, gdp growth, investment the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1295255955404292096/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1295255955404292096/c:line/m:interactions.svg)

- X Week XXXXXX +57%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1295255955404292096/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1295255955404292096/c:line/m:posts_active.svg)

- X Week XX +44%
- X Month XX +26%
- X Months XXX +21%
- X Year XXX -XXXX%

### Followers: XXXXXX [#](/creator/twitter::1295255955404292096/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1295255955404292096/c:line/m:followers.svg)

- X Week XXXXXX +0.31%
- X Month XXXXXX +0.54%
- X Months XXXXXX +7.80%
- X Year XXXXXX +21%

### CreatorRank: XXXXXXX [#](/creator/twitter::1295255955404292096/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1295255955404292096/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1295255955404292096/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[fed](/topic/fed) #578, [inflation](/topic/inflation) #585, [gdp growth](/topic/gdp-growth) #65, [investment](/topic/investment) #2228, [infrastructure](/topic/infrastructure) 1.55%, [chains](/topic/chains) 1.55%, [sits](/topic/sits) 1.55%, [open ai](/topic/open-ai) #2919, [$300b](/topic/$300b) #15, [signals](/topic/signals) #419

**Top accounts mentioned or mentioned by**
[@joosteninvestor](/creator/undefined) [@rymondinckenya](/creator/undefined) [@mikezaccardi](/creator/undefined) [@godbole17](/creator/undefined) [@trollin_x](/creator/undefined) [@yxlindex](/creator/undefined) [@wsi_usa](/creator/undefined) [@davidmonington](/creator/undefined) [@your_nlp_coach](/creator/undefined) [@kainebarcafc](/creator/undefined) [@curtis90335](/creator/undefined) [@love2tr8](/creator/undefined) [@jimifrusciante1](/creator/undefined) [@gul_erogul85687](/creator/undefined) [@goldpathinvest](/creator/undefined) [@exencial_rp](/creator/undefined) [@tom_on_crypto](/creator/undefined) [@ravixkr](/creator/undefined) [@steelcblues](/creator/undefined) [@darkknightnoma](/creator/undefined)

**Top assets mentioned**
[Taiwan Semiconductor (TSM)](/topic/$tsm) [MP Materials Corp. (MP)](/topic/$mp)
### Top Social Posts [#](/creator/twitter::1295255955404292096/posts)
---
Top posts by engagements in the last XX hours

"Sanae Takaichi's clinching of the LDP presidency paves way for PM role mid-Octher "responsible active fiscal" blueprint sparks "Takaichi trade": Nikkei surges to record highs JGB yields spike yen cracks XXX. Her platform challenges current BOJ tightening: she's openly criticized rate hikes favors maintaining loose policy to support growth and targets middle-class relief through tax reforms and wage subsidies"  
[X Link](https://x.com/MacroMicroMe/status/1975510202524049771) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-07T10:35Z 20.5K followers, 1688 engagements


"While markets price dovish shift BOJ officials maintain hawkish rhetoric ("inflation improving will continue hiking"). We expect BOJ to hike another 25bps by year-end despite political pressure. Key risk: Takaichi's policy mix (fiscal expansion + monetary easing) could reignite yen weakness and inflationforcing BOJ's hand regardless of political preferences"  
[X Link](https://x.com/MacroMicroMe/status/1975510205434896419) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-07T10:35Z 20.5K followers, XXX engagements


"152 Even as the USJapan yield spread narrows to a 3-year low the Yen remains weak with USD/JPY breaking above XXX. A similar pattern occurred last year the Yen only started to rebound XX months after the yield gap narrowed. We expect the BoJ to keep hiking in 2H and with the Fed likely cutting the Yen has better appreciation potential ahead"  
[X Link](https://x.com/MacroMicroMe/status/1975779792768422324) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-08T04:26Z 20.5K followers, 2184 engagements


"BLS blackout worsens data vacuum: Oct NFP delayed leaving ADP's -32k Sept payrolls (2nd straight drop) as lone signalhits in Leisure/Hosp (-19k) & Prof Svcs (-13k) scream service-sector slump. QCEW revisions shaved another 43k jobs; Atlanta Fed pins 2/3 of slowdown on demand weakness not just immigration curbs. Enter AI-fueled "three-low" trap: stagnant hiring/openings suppressed layoffs flat LF growthSalesforce eyes X engineers in '25 amid automation boom"  
[X Link](https://x.com/MacroMicroMe/status/1975862533602103426) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-08T09:55Z 20.5K followers, 1397 engagements


"Germany's Economy Ministry autumn forecast revised 2025 GDP growth upward to XXX% from the prior X% projection in Aprilsignaling a narrow escape from stagnation. This modest uptick hinges on fiscal impulse: the new coalition's 500bn special fund which relaxes borrowing rules to channel debt-financed outlays into infrastructure and defense"  
[X Link](https://x.com/MacroMicroMe/status/1976202113433624732) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-09T08:24Z 20.5K followers, 1048 engagements


"Dr. Ed Yardeni: The Roaring 2020s arent slowing down β˜‘ S&P XXX & Nasdaq at record highs despite shutdown β˜‘ AI bubble fears spreading but Bezos says bubbles speed innovation β˜‘ Labor weak productivity strong spending resilient β˜‘ US economy still shrugging off shocks (pandemics tariffs supply chains) Pandemics supply chains and tariffs can't stop the Roaring 2020s. πŸ”— Full analysis:"  
[X Link](https://x.com/MacroMicroMe/status/1977181926852288899) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-12T01:18Z 20.5K followers, 1321 engagements


"BREAKING: China's September trade data exceeded expectations across the board: πŸ”Ή Exports up XXX% YoY (vs XXX% consensus) fastest pace in six months πŸ”Ή Imports up XXX% YoY 17-month high πŸ”Ή Trade surplus reached $90.5bn πŸ’‘ Export diversification is proving effective. Strong demand from non-US markets has offset tariff impacts with the US trade surplus at $22.8bn for September alone. These external flows are helping stabilize an economy facing deflationary pressure and property market contraction. Commodity imports tell a similar story iron ore and soybeans both reached September records"  
[X Link](https://x.com/MacroMicroMe/status/1977578516310077934) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-13T03:33Z 20.5K followers, 3557 engagements


"The dollar has lost nearly XX% of its value against gold in just one year (USD/Gold YoY: -38.7%)the steepest decline since 2011. And it's happening while central bank gold reserves surpass foreign Treasury holdings for the first time since 1996"  
[X Link](https://x.com/MacroMicroMe/status/1977956363449049280) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-14T04:35Z 20.5K followers, 5908 engagements


"πŸ… Gold now sits at $4210/oz capping a remarkable XX% rally this year and signaling continued safe-haven demand. Three key drivers πŸ‘‡ πŸ”Ή Powell's comments in Philadelphia reinforced rate cut expectations with the market pricing in cuts at the final two meetings this year. Lower rates reduce the opportunity cost of holding non-yielding assets like gold while weakening the dollar. πŸ”Ή The US-China trade standoff continues to escalate with available data showing tariffs pushing up price pressures. Meanwhile the prolonged government shutdown adds another layer of domestic uncertainty. πŸ”Ή Central"  
[X Link](https://x.com/MacroMicroMe/status/1978405263800705491) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-15T10:19Z 20.5K followers, 1206 engagements


"🎑 OpenAIs AI perpetual motion machine After announcing a new 10GW AI accelerator partnership with Broadcom OpenAI now sits at the center of a vast web of deals driving the AI infrastructure boom: πŸ”ΉNvidia: $100B investment 10GW systems πŸ”ΉAMD: 160M warrants 6GW GPUs πŸ”ΉCoreWeave: $22.4B compute contracts πŸ”ΉOracle: $300B in capacity over X years But such interlinked growth raises key risks: X Customer concentration all roads lead to OpenAI X Revenue overlap opaque accounting and demand signals X Financial leverage inflated purchasing power via equity funding πŸ‘‰ Spotting cracks early: Our AI"  
[X Link](https://x.com/MacroMicroMe/status/1978035350430945537) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-14T09:49Z 20.5K followers, 2593 engagements


"Global gold ETF net inflows for the first nine months of 2025 have surpassed $XX billion eclipsing the peak momentum of the 2020 bull market for the first time. North American-listed funds captured nearly XX% of flows at $XX billion followed by Europe ($13.4B) and Asia ($11.2B). πŸ‘‰ Main drivers: Heightened policy uncertainty (e.g. trade frictions and fiscal delays) Fed easing signals and rising global debt burdens eroding fiat confidence. Emerging market central banks led by Poland (targeting XX% reserves) and China (2303 tons held) continue to anchor demand"  
[X Link](https://x.com/MacroMicroMe/status/1979029030331650215) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-17T03:37Z 20.5K followers, 1793 engagements


"Dr. Ed Yardeni: US-China Trade War: Round X β˜‘ S&P XXX drops to 6552 on US-China trade flare-up β˜‘ Yen surges gold nears $5000 per ounce β˜‘ Supply chains for EVs semiconductors & defense could be disrupted β˜‘ Fed faces tricky balance: inflation vs. labor market β˜‘ Germany struggles: industrial production -XXX% m/m exports down unemployment rising Could this spark a global recession or will negotiations prevail πŸ”— Full analysis:"  
[X Link](https://x.com/MacroMicroMe/status/1979489493431533774) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-18T10:07Z 20.5K followers, 1456 engagements


"China's Q3 GDP growth slowed to XXX% y/y down from XXX% in Q2weakest pace in a year but still on track for Beijing's X% annual target. Mixed signals: πŸ”Ή Industrial output surged XXX% (well above X% forecast) while retail sales crawled at X% (slowest since November). πŸ”Ή Fixed-asset investment contracted 0.5%first decline since 2020. πŸ”Ή Export strength (record $2.78T YTD) is masking domestic weakness"  
[X Link](https://x.com/MacroMicroMe/status/1980099021646754122) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-20T02:29Z 20.5K followers, XXX engagements


"πŸ”₯ $TSM reported September revenue of NT$330.98bn (-1.4% MoM +31.4% YoY). Q3 consolidated revenue hit a record NT$989.9bn (+6.0% QoQ +30.3% YoY) beating guidance thanks to strong AI & HPC demand and a weaker-than-expected NT$ appreciation"  
[X Link](https://x.com/MacroMicroMe/status/1976172660909539349) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-09T06:27Z 20.5K followers, 1017 engagements


"⚠With ON RRP nearing depletion Powell just signaled something big πŸ’₯: We may be approaching the end of our balance sheet contraction in the coming months"  
[X Link](https://x.com/MacroMicroMe/status/1978295162498392253) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-15T03:01Z 20.5K followers, 1634 engagements


"πŸš€ TSMC 3Q25 Earnings Beat Estimates Net Income: NT$452.3B beating NT$405.47B estimate. Gross Margin: XXXX% surpassing the XXXX% estimate. $TSM up XXX% in after-hours trading"  
[X Link](https://x.com/MacroMicroMe/status/1978702659285643649) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-16T06:00Z 20.5K followers, 3449 engagements


"Special Report πŸ”„βš‘The AI "Perpetual Motion Machine" is Here Nvidia/AMD chips as fuel MSFT/AMZN clouds as gears OpenAI as enginefueled by $300B deals & equity swaps. Risks High leverage downstream client concentration (e.g. Oracle's XX% OpenAI exposure). But adoption speed crushes historical tech wavesOpenAI could flip profitable in X yrs. πŸ”— Full Report:"  
[X Link](https://x.com/MacroMicroMe/status/1978782658940502132) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-16T11:18Z 20.5K followers, 1262 engagements


"Australia's PM Albanese meets President Trump today to position the country as a strategic alternative to China's rare-earth dominance. πŸ”Ή Australia can deliver 30-40 of XX critical minerals with existing infrastructureaddressing the West's weakest link in the supply chain (China controls XX% of global refining) πŸ”Ή Follows the US-backed buildout of MP Materials and Lynas as the "national champions" of Western rare-earth independence πŸ‘‰ Key risk: Even with government backing Western refiners face cost disadvantages and technical gaps that won't close overnight. IEA projects China will still"  
[X Link](https://x.com/MacroMicroMe/status/1980104186441478587) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-20T02:50Z 20.5K followers, XXX engagements


"China's fixed asset investment contracted XXX% YoY in Jan-Sep 2025first drop since 2020 COVID. Why Real estate's -XXXX% plunge fueled by XX% sales slump record inventory and eroding prices amid tepid policy aid. High-tech (+9.5%) cushions but property's drag risks the X% GDP target"  
[X Link](https://x.com/MacroMicroMe/status/1980106964698046943) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-20T03:01Z 20.5K followers, 1191 engagements


"With UK Gilts having reversed course after months of pressuredropping 20bps this past week driven by August GDP growth of just XXX% unemployment climbing to XXX% and weakening labour demand signaling less wage pressure aheadGovernor Bailey's dovish tone suggests the BoE may prioritize growth over its X% inflation target. With employment dynamics shifting and inflation risks easing earlier rate cuts may now be on the table"  
[X Link](https://x.com/MacroMicroMe/status/1980156306913903018) [@MacroMicroMe](/creator/x/MacroMicroMe) 2025-10-20T06:17Z 20.5K 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.]

@MacroMicroMe Avatar @MacroMicroMe MacroMicro

MacroMicro posts on X about fed, inflation, gdp growth, investment the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +57%
  • X Month XXXXXX -XX%
  • X Months XXXXXXX -XX%
  • X Year XXXXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XX +44%
  • X Month XX +26%
  • X Months XXX +21%
  • X Year XXX -XXXX%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.31%
  • X Month XXXXXX +0.54%
  • X Months XXXXXX +7.80%
  • X Year XXXXXX +21%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXX% stocks XXXX% technology brands XXXX% countries XXXX% exchanges XXXX%

Social topic influence fed #578, inflation #585, gdp growth #65, investment #2228, infrastructure 1.55%, chains 1.55%, sits 1.55%, open ai #2919, $300b #15, signals #419

Top accounts mentioned or mentioned by @joosteninvestor @rymondinckenya @mikezaccardi @godbole17 @trollin_x @yxlindex @wsi_usa @davidmonington @your_nlp_coach @kainebarcafc @curtis90335 @love2tr8 @jimifrusciante1 @gul_erogul85687 @goldpathinvest @exencial_rp @tom_on_crypto @ravixkr @steelcblues @darkknightnoma

Top assets mentioned Taiwan Semiconductor (TSM) MP Materials Corp. (MP)

Top Social Posts #


Top posts by engagements in the last XX hours

"Sanae Takaichi's clinching of the LDP presidency paves way for PM role mid-Octher "responsible active fiscal" blueprint sparks "Takaichi trade": Nikkei surges to record highs JGB yields spike yen cracks XXX. Her platform challenges current BOJ tightening: she's openly criticized rate hikes favors maintaining loose policy to support growth and targets middle-class relief through tax reforms and wage subsidies"
X Link @MacroMicroMe 2025-10-07T10:35Z 20.5K followers, 1688 engagements

"While markets price dovish shift BOJ officials maintain hawkish rhetoric ("inflation improving will continue hiking"). We expect BOJ to hike another 25bps by year-end despite political pressure. Key risk: Takaichi's policy mix (fiscal expansion + monetary easing) could reignite yen weakness and inflationforcing BOJ's hand regardless of political preferences"
X Link @MacroMicroMe 2025-10-07T10:35Z 20.5K followers, XXX engagements

"152 Even as the USJapan yield spread narrows to a 3-year low the Yen remains weak with USD/JPY breaking above XXX. A similar pattern occurred last year the Yen only started to rebound XX months after the yield gap narrowed. We expect the BoJ to keep hiking in 2H and with the Fed likely cutting the Yen has better appreciation potential ahead"
X Link @MacroMicroMe 2025-10-08T04:26Z 20.5K followers, 2184 engagements

"BLS blackout worsens data vacuum: Oct NFP delayed leaving ADP's -32k Sept payrolls (2nd straight drop) as lone signalhits in Leisure/Hosp (-19k) & Prof Svcs (-13k) scream service-sector slump. QCEW revisions shaved another 43k jobs; Atlanta Fed pins 2/3 of slowdown on demand weakness not just immigration curbs. Enter AI-fueled "three-low" trap: stagnant hiring/openings suppressed layoffs flat LF growthSalesforce eyes X engineers in '25 amid automation boom"
X Link @MacroMicroMe 2025-10-08T09:55Z 20.5K followers, 1397 engagements

"Germany's Economy Ministry autumn forecast revised 2025 GDP growth upward to XXX% from the prior X% projection in Aprilsignaling a narrow escape from stagnation. This modest uptick hinges on fiscal impulse: the new coalition's 500bn special fund which relaxes borrowing rules to channel debt-financed outlays into infrastructure and defense"
X Link @MacroMicroMe 2025-10-09T08:24Z 20.5K followers, 1048 engagements

"Dr. Ed Yardeni: The Roaring 2020s arent slowing down β˜‘ S&P XXX & Nasdaq at record highs despite shutdown β˜‘ AI bubble fears spreading but Bezos says bubbles speed innovation β˜‘ Labor weak productivity strong spending resilient β˜‘ US economy still shrugging off shocks (pandemics tariffs supply chains) Pandemics supply chains and tariffs can't stop the Roaring 2020s. πŸ”— Full analysis:"
X Link @MacroMicroMe 2025-10-12T01:18Z 20.5K followers, 1321 engagements

"BREAKING: China's September trade data exceeded expectations across the board: πŸ”Ή Exports up XXX% YoY (vs XXX% consensus) fastest pace in six months πŸ”Ή Imports up XXX% YoY 17-month high πŸ”Ή Trade surplus reached $90.5bn πŸ’‘ Export diversification is proving effective. Strong demand from non-US markets has offset tariff impacts with the US trade surplus at $22.8bn for September alone. These external flows are helping stabilize an economy facing deflationary pressure and property market contraction. Commodity imports tell a similar story iron ore and soybeans both reached September records"
X Link @MacroMicroMe 2025-10-13T03:33Z 20.5K followers, 3557 engagements

"The dollar has lost nearly XX% of its value against gold in just one year (USD/Gold YoY: -38.7%)the steepest decline since 2011. And it's happening while central bank gold reserves surpass foreign Treasury holdings for the first time since 1996"
X Link @MacroMicroMe 2025-10-14T04:35Z 20.5K followers, 5908 engagements

"πŸ… Gold now sits at $4210/oz capping a remarkable XX% rally this year and signaling continued safe-haven demand. Three key drivers πŸ‘‡ πŸ”Ή Powell's comments in Philadelphia reinforced rate cut expectations with the market pricing in cuts at the final two meetings this year. Lower rates reduce the opportunity cost of holding non-yielding assets like gold while weakening the dollar. πŸ”Ή The US-China trade standoff continues to escalate with available data showing tariffs pushing up price pressures. Meanwhile the prolonged government shutdown adds another layer of domestic uncertainty. πŸ”Ή Central"
X Link @MacroMicroMe 2025-10-15T10:19Z 20.5K followers, 1206 engagements

"🎑 OpenAIs AI perpetual motion machine After announcing a new 10GW AI accelerator partnership with Broadcom OpenAI now sits at the center of a vast web of deals driving the AI infrastructure boom: πŸ”ΉNvidia: $100B investment 10GW systems πŸ”ΉAMD: 160M warrants 6GW GPUs πŸ”ΉCoreWeave: $22.4B compute contracts πŸ”ΉOracle: $300B in capacity over X years But such interlinked growth raises key risks: X Customer concentration all roads lead to OpenAI X Revenue overlap opaque accounting and demand signals X Financial leverage inflated purchasing power via equity funding πŸ‘‰ Spotting cracks early: Our AI"
X Link @MacroMicroMe 2025-10-14T09:49Z 20.5K followers, 2593 engagements

"Global gold ETF net inflows for the first nine months of 2025 have surpassed $XX billion eclipsing the peak momentum of the 2020 bull market for the first time. North American-listed funds captured nearly XX% of flows at $XX billion followed by Europe ($13.4B) and Asia ($11.2B). πŸ‘‰ Main drivers: Heightened policy uncertainty (e.g. trade frictions and fiscal delays) Fed easing signals and rising global debt burdens eroding fiat confidence. Emerging market central banks led by Poland (targeting XX% reserves) and China (2303 tons held) continue to anchor demand"
X Link @MacroMicroMe 2025-10-17T03:37Z 20.5K followers, 1793 engagements

"Dr. Ed Yardeni: US-China Trade War: Round X β˜‘ S&P XXX drops to 6552 on US-China trade flare-up β˜‘ Yen surges gold nears $5000 per ounce β˜‘ Supply chains for EVs semiconductors & defense could be disrupted β˜‘ Fed faces tricky balance: inflation vs. labor market β˜‘ Germany struggles: industrial production -XXX% m/m exports down unemployment rising Could this spark a global recession or will negotiations prevail πŸ”— Full analysis:"
X Link @MacroMicroMe 2025-10-18T10:07Z 20.5K followers, 1456 engagements

"China's Q3 GDP growth slowed to XXX% y/y down from XXX% in Q2weakest pace in a year but still on track for Beijing's X% annual target. Mixed signals: πŸ”Ή Industrial output surged XXX% (well above X% forecast) while retail sales crawled at X% (slowest since November). πŸ”Ή Fixed-asset investment contracted 0.5%first decline since 2020. πŸ”Ή Export strength (record $2.78T YTD) is masking domestic weakness"
X Link @MacroMicroMe 2025-10-20T02:29Z 20.5K followers, XXX engagements

"πŸ”₯ $TSM reported September revenue of NT$330.98bn (-1.4% MoM +31.4% YoY). Q3 consolidated revenue hit a record NT$989.9bn (+6.0% QoQ +30.3% YoY) beating guidance thanks to strong AI & HPC demand and a weaker-than-expected NT$ appreciation"
X Link @MacroMicroMe 2025-10-09T06:27Z 20.5K followers, 1017 engagements

"⚠With ON RRP nearing depletion Powell just signaled something big πŸ’₯: We may be approaching the end of our balance sheet contraction in the coming months"
X Link @MacroMicroMe 2025-10-15T03:01Z 20.5K followers, 1634 engagements

"πŸš€ TSMC 3Q25 Earnings Beat Estimates Net Income: NT$452.3B beating NT$405.47B estimate. Gross Margin: XXXX% surpassing the XXXX% estimate. $TSM up XXX% in after-hours trading"
X Link @MacroMicroMe 2025-10-16T06:00Z 20.5K followers, 3449 engagements

"Special Report πŸ”„βš‘The AI "Perpetual Motion Machine" is Here Nvidia/AMD chips as fuel MSFT/AMZN clouds as gears OpenAI as enginefueled by $300B deals & equity swaps. Risks High leverage downstream client concentration (e.g. Oracle's XX% OpenAI exposure). But adoption speed crushes historical tech wavesOpenAI could flip profitable in X yrs. πŸ”— Full Report:"
X Link @MacroMicroMe 2025-10-16T11:18Z 20.5K followers, 1262 engagements

"Australia's PM Albanese meets President Trump today to position the country as a strategic alternative to China's rare-earth dominance. πŸ”Ή Australia can deliver 30-40 of XX critical minerals with existing infrastructureaddressing the West's weakest link in the supply chain (China controls XX% of global refining) πŸ”Ή Follows the US-backed buildout of MP Materials and Lynas as the "national champions" of Western rare-earth independence πŸ‘‰ Key risk: Even with government backing Western refiners face cost disadvantages and technical gaps that won't close overnight. IEA projects China will still"
X Link @MacroMicroMe 2025-10-20T02:50Z 20.5K followers, XXX engagements

"China's fixed asset investment contracted XXX% YoY in Jan-Sep 2025first drop since 2020 COVID. Why Real estate's -XXXX% plunge fueled by XX% sales slump record inventory and eroding prices amid tepid policy aid. High-tech (+9.5%) cushions but property's drag risks the X% GDP target"
X Link @MacroMicroMe 2025-10-20T03:01Z 20.5K followers, 1191 engagements

"With UK Gilts having reversed course after months of pressuredropping 20bps this past week driven by August GDP growth of just XXX% unemployment climbing to XXX% and weakening labour demand signaling less wage pressure aheadGovernor Bailey's dovish tone suggests the BoE may prioritize growth over its X% inflation target. With employment dynamics shifting and inflation risks easing earlier rate cuts may now be on the table"
X Link @MacroMicroMe 2025-10-20T06:17Z 20.5K followers, XXX engagements

creator/x::MacroMicroMe
/creator/x::MacroMicroMe