# ![@Mayhem4Markets Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::102869127.png) @Mayhem4Markets Markets & Mayhem

Markets & Mayhem posts on X about ai, stocks, this is, bitcoin the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::102869127/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::102869127/c:line/m:interactions.svg)

- [--] Week [---------] +31%
- [--] Month [----------] +166%
- [--] Months [----------] +1.80%
- [--] Year [----------] -16%

### Mentions: [---] [#](/creator/twitter::102869127/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::102869127/c:line/m:posts_active.svg)

- [--] Week [---] +28%
- [--] Month [---] +31%
- [--] Months [-----] -9.40%
- [--] Year [-----] -20%

### Followers: [-------] [#](/creator/twitter::102869127/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::102869127/c:line/m:followers.svg)

- [--] Week [-------] +0.41%
- [--] Month [-------] -0.95%
- [--] Months [-------] +4.60%
- [--] Year [-------] +15%

### CreatorRank: [------] [#](/creator/twitter::102869127/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::102869127/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #4480 [stocks](/list/stocks)  #4281 [technology brands](/list/technology-brands)  10.68% [financial services](/list/financial-services)  #279 [cryptocurrencies](/list/cryptocurrencies)  5.56% [countries](/list/countries)  2.99% [exchanges](/list/exchanges)  #826 [currencies](/list/currencies)  1.28% [celebrities](/list/celebrities)  1.28% [social networks](/list/social-networks)  0.85%

**Social topic influence**
[ai](/topic/ai) #3665, [stocks](/topic/stocks) #1425, [this is](/topic/this-is) 5.13%, [bitcoin](/topic/bitcoin) 4.7%, [gold](/topic/gold) #2574, [in the](/topic/in-the) 3.85%, [goldman sachs](/topic/goldman-sachs) #34, [inference](/topic/inference) #76, [silver](/topic/silver) #504, [if you](/topic/if-you) 2.56%

**Top accounts mentioned or mentioned by**
[@goldmansachs](/creator/undefined) [@bodhi5attva](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@grok](/creator/undefined) [@jpmorgan](/creator/undefined) [@girlmoneyguide](/creator/undefined) [@genzmoney97](/creator/undefined) [@findleysfinance](/creator/undefined) [@cryptoparadyme](/creator/undefined) [@foolrushingin](/creator/undefined) [@zegoodtrader](/creator/undefined) [@jp_money_95630](/creator/undefined) [@failcascade](/creator/undefined) [@ajbutton2](/creator/undefined) [@paidinsilence](/creator/undefined) [@xopyc6](/creator/undefined) [@parabolicnotice](/creator/undefined) [@gordianknotdev](/creator/undefined) [@leveragemonkey](/creator/undefined) [@minimaxai](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Goldman Sachs (GS)](/topic/goldman-sachs) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Microsoft Corp. (MSFT)](/topic/$msft) [Iris Energy Limited (IREN)](/topic/$iren) [Oracle Corporation (ORCL)](/topic/$orcl) [Strategy (MSTR)](/topic/$mstr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@genzmoney97 Based on what Past performance Artificial scarcity Greater fool theory I don't think we're going to see a repeat of past returns in bitcoin. Happy to be wrong. But not doubtful enough of my base case to want to own it over gold over the long-term"  
[X Link](https://x.com/Mayhem4Markets/status/2023125846228361379)  2026-02-15T20:02Z 252.5K followers, [---] engagements


"The market is having its DeepSeek [---] moment. That's one of the big drivers of this rotation into more defensive positioning today. It's actually a pretty big deal if you think about the math. Seeing open weight models a fraction of the size of the US frontier AI models compete in the same class is going to accelerate the AI efficiency evolution. It's not about pure scale it's about intelligence density per parameter. That is to say if you can have a 230B parameter model that performs like a 1.2T parameter but takes much less memory and compute -- and to top it all off is faster -- well that"  
[X Link](https://x.com/Mayhem4Markets/status/2022058122488033752)  2026-02-12T21:19Z 252.5K followers, 52.5K engagements


"This is what it looks like when the pied piper of Ponzi doesn't even believe his own lies anymore"  
[X Link](https://x.com/Mayhem4Markets/status/2022742673220616385)  2026-02-14T18:40Z 252.5K followers, 144.1K engagements


"There are already closed models trained on Blackwell. Not sure why you think a specific architecture would allow training to deliver better intelligence density. The biggest deal about Blackwell is 4-bit acceleration on quants like NVFP4. That's not unique to models being trained on the chip though. It's all about what quantization method is used and which chips inference is run on. https://twitter.com/i/web/status/2022796518189621652 https://twitter.com/i/web/status/2022796518189621652"  
[X Link](https://x.com/Mayhem4Markets/status/2022796518189621652)  2026-02-14T22:14Z 252.5K followers, [---] engagements


"@FindleysFinance $GOOGL yes. But they built their own full stack. They're the only company to have truly done this at scale"  
[X Link](https://x.com/Mayhem4Markets/status/2023149288168247664)  2026-02-15T21:35Z 252.4K followers, [---] engagements


"Wow. The top [--] stocks make up 39.8% of the S&P [---] index due to market capitalization-based weighting. Meanwhile the 11th-50th largest stocks in the S&P [---] make up just 22.5% of the index near all-time lows. These are both historic extremes that resemble the 1960s Nifty Fifty era. Via @jpmorgan https://twitter.com/i/web/status/2021294556298224003 https://twitter.com/i/web/status/2021294556298224003"  
[X Link](https://x.com/Mayhem4Markets/status/2021294556298224003)  2026-02-10T18:45Z 252.5K followers, 70.9K engagements


"🎯 @Mayhem4Markets Yep. the pushback will come when investors start questioning why they're paying up for businesses where FCF is trending towards zero with no recovery in sight https://t.co/X0s2VuGacl @Mayhem4Markets Yep. the pushback will come when investors start questioning why they're paying up for businesses where FCF is trending towards zero with no recovery in sight https://t.co/X0s2VuGacl"  
[X Link](https://x.com/Mayhem4Markets/status/2023163731488747870)  2026-02-15T22:33Z 252.5K followers, [----] engagements


"Gold seems to be the winner respondents were correct"  
[X Link](https://x.com/anyuser/status/1520110577326174209)  2022-04-29T18:39Z 252.3K followers, [--] engagements


"A dollar from [----] is worth just over $0.04 today but that same dollar invested in stocks would be worth $2.3 million now after [---] years Gold would be worth just $4.06 "  
[X Link](https://x.com/Mayhem4Markets/status/1698106445722452385)  2023-09-02T22:51Z 252.3K followers, 815.2K engagements


"Saudi Arabia is dumping their US Treasury holdings 👀 Feb 2020: $184B Jun 2023: $108B"  
[X Link](https://x.com/anyuser/status/1700627526874234964)  2023-09-09T21:49Z 252.3K followers, 1.7M engagements


"Naysayers: "The dollar isn't backed by anything" The dollar:"  
[X Link](https://x.com/Mayhem4Markets/status/1830662533713404146)  2024-09-02T17:42Z 252.3K followers, 4.2M engagements


"Green smoke emerging from the White House indicates that the futures pump is on tonight"  
[X Link](https://x.com/Mayhem4Markets/status/1921548438312820883)  2025-05-11T12:50Z 252.3K followers, 431.8K engagements


"How trading has evolved in 2025"  
[X Link](https://x.com/anyuser/status/1921548978480439334)  2025-05-11T12:52Z 252.3K followers, 2M engagements


"Now this is pretty crazy. If you net out tech from the global stock market it's been just moving sideways for years. Chart: Goldman Sachs"  
[X Link](https://x.com/Mayhem4Markets/status/1931052129608716600)  2025-06-06T18:14Z 252.3K followers, 811K engagements


"Wow. If you net out the Mag [--] from the S&P [---] the remaining [---] stocks have barely gone anywhere in over a decade (comparatively speaking). Chart: Goldman Sachs Now this is pretty crazy. If you net out tech from the global stock market it's been just moving sideways for years. Chart: Goldman Sachs https://t.co/1v39DGnVKT Now this is pretty crazy. If you net out tech from the global stock market it's been just moving sideways for years. Chart: Goldman Sachs https://t.co/1v39DGnVKT"  
[X Link](https://x.com/Mayhem4Markets/status/1931060432821010860)  2025-06-06T18:47Z 252.3K followers, 1.4M engagements


"AI was made for memes 😂"  
[X Link](https://x.com/Mayhem4Markets/status/1931367214269034527)  2025-06-07T15:06Z 252.3K followers, 391.7K engagements


"Wow. 95% of organizations investing in generative AI have little or nothing to show for it per @MIT"  
[X Link](https://x.com/Mayhem4Markets/status/1957538110126059948)  2025-08-18T20:20Z 252.2K followers, 314.4K engagements


"Meanwhile . . "  
[X Link](https://x.com/Mayhem4Markets/status/1976667751524794406)  2025-10-10T15:14Z 252.3K followers, 410.6K engagements


"Here's something you don't see every day. Short interest in $IREN is rising as the stock price surges. Some hedge funds are apparently increasingly confident that this company is a dud. Time will tell who's right but most of the time you see short covering into a surge"  
[X Link](https://x.com/Mayhem4Markets/status/1983183711526105108)  2025-10-28T14:46Z 251.4K followers, 117.5K engagements


"Burry'd alive ☠"  
[X Link](https://x.com/Mayhem4Markets/status/1987950905891688681)  2025-11-10T18:30Z 252.3K followers, 239.8K engagements


"A lot of altcoins are having a very bad time: "The MarketVector Digital Assets [---] Small-Cap Index which tracks the [--] smallest digital assets in a basket of [---] fell to its lowest level since November [----] on Sunday" Via BBG https://twitter.com/i/web/status/1990417927435137450 https://twitter.com/i/web/status/1990417927435137450"  
[X Link](https://x.com/Mayhem4Markets/status/1990417927435137450)  2025-11-17T13:53Z 251.7K followers, [----] engagements


"$GOOGL's AI supply chain"  
[X Link](https://x.com/Mayhem4Markets/status/2006384003440386067)  2025-12-31T15:16Z 252.3K followers, 29.2K engagements


"Here are the most crowded shorts and longs as we enter earnings season. 👀"  
[X Link](https://x.com/Mayhem4Markets/status/2011914666524500132)  2026-01-15T21:33Z 252.3K followers, [----] engagements


"Okay which one of you is responsible for this bloodbath in crypto 🤔😂"  
[X Link](https://x.com/Mayhem4Markets/status/2015506636882747673)  2026-01-25T19:26Z 251.3K followers, 51.3K engagements


"Stop trying to fade trends and start riding them"  
[X Link](https://x.com/Mayhem4Markets/status/2016703121892806959)  2026-01-29T02:41Z 252.5K followers, [----] engagements


"When you zoom out on the broader market it becomes clear that we are seeing another rotation out of tech with some noteworthy exceptions like $META and $IBM and into other areas of the market. Beneficiaries include finance utilities consumer defensives energy and healthcare"  
[X Link](https://x.com/Mayhem4Markets/status/2016900706825814212)  2026-01-29T15:46Z 251.4K followers, [----] engagements


"You can tune into my livestream for $AAPL earnings here. The release is expected around 4:30 pm and call at 5:00 pm ET. I'll be covering both live https://x.com/i/broadcasts/1DXxyWjLQLZGMs=20 https://x.com/i/broadcasts/1DXxyWjLQLZGMs=20"  
[X Link](https://x.com/Mayhem4Markets/status/2016979563591479740)  2026-01-29T20:59Z 252.1K followers, 15.2K engagements


"$AAPL earnings out any minute now You can tune into my livestream for $AAPL earnings here. The release is expected around 4:30 pm and call at 5:00 pm ET. I'll be covering both live https://t.co/r5VrxOr9Ma You can tune into my livestream for $AAPL earnings here. The release is expected around 4:30 pm and call at 5:00 pm ET. I'll be covering both live https://t.co/r5VrxOr9Ma"  
[X Link](https://x.com/Mayhem4Markets/status/2016986550068740208)  2026-01-29T21:27Z 252.1K followers, [----] engagements


"DEVELOPING: $AAPL earnings are out -- double beat. EPS $2.84 est. $2.68 ✅ Revenue $143.76B est. $138.40B ✅ iPhone Revenue $85.27B est. $78.31B ✅ Products Revenue $113.74B est. $107.69B ✅ Services Revenue $30.01B est. $30.02B iPad Revenue $8.60B est. $8.18B ✅ Mac Revenue $8.39B est. $9.13B ❌ Wearables Home & Accessories Revenue $11.49B est. $12.13B ❌ Americas Revenue $58.53B est. $59.06B ❌ Greater China Revenue $25.53B est. $21.82B ✅ Total Operating Expenses $18.38B est. $18.18B ✅ Operating Cash Flow $54B EPS growth +19% (new all-time EPS record) 🔥 Installed base exceeds 2.5B active devices"  
[X Link](https://x.com/Mayhem4Markets/status/2016988004015911072)  2026-01-29T21:33Z 252.1K followers, 10.1K engagements


"$U is getting smashed down nearly 26% today after Google launches Project Genie. Project Genie allows the creation of dynamic interactive environments in real-time using generative AI"  
[X Link](https://x.com/Mayhem4Markets/status/2017265064667939052)  2026-01-30T15:54Z 251.3K followers, 10.2K engagements


"$ORCL is considering slashing up to [-----] jobs as the company struggles with the cost of its AI build-out"  
[X Link](https://x.com/Mayhem4Markets/status/2017616077669167477)  2026-01-31T15:08Z 251.4K followers, 333.1K engagements


"Via @TheRegister"  
[X Link](https://x.com/Mayhem4Markets/status/2017642761667645459)  2026-01-31T16:54Z 251.3K followers, 15.4K engagements


"@SocieteGenerale @jpmorgan @BankofAmerica Here's the trend line I'm watching in the US dollar index. So far we've seen a modest bounce from it just as bearish positioning and flows became very extreme. I suspect a real struggle to break below this trend line and when it does metals will be bid quite aggressively"  
[X Link](https://x.com/Mayhem4Markets/status/2018371405549605262)  2026-02-02T17:10Z 251.6K followers, [----] engagements


"$PLTR earnings are out with a DOUBLE BEAT Adj EPS of $0.25 vs $0.23 ✅ Revenue $1.41B vs $1.328B ✅ Sees Q1 revenue at $1.3B to $1.5B $PLTR earnings are out soon Estimates are for $0.23 EPS and $1.34B in sales for Q4 '25. Options are pricing in a +/- 9.8% move. The average next day move is +/- 16.5%. There's call wall resistance at $180 and put wall support at $140. Watch it live https://t.co/CjCkvW6HI9 $PLTR earnings are out soon Estimates are for $0.23 EPS and $1.34B in sales for Q4 '25. Options are pricing in a +/- 9.8% move. The average next day move is +/- 16.5%. There's call wall"  
[X Link](https://x.com/Mayhem4Markets/status/2018430885033357740)  2026-02-02T21:06Z 251.9K followers, 13.6K engagements


"Correction: $PLTR sees Q1 revenue of $1.532B to $1.536B vs $1.318B estimate ✅ $PLTR sees FY26 sales of $7.182B to $7.198B vs $6.124B estimate ✅"  
[X Link](https://x.com/Mayhem4Markets/status/2018431988118503882)  2026-02-02T21:11Z 251.9K followers, [----] engagements


"@SocieteGenerale @jpmorgan @BankofAmerica @TraderadeTweets Adding to the crowded US dollar short trade CTAs are also quite net short here via Deutsche Bank"  
[X Link](https://x.com/Mayhem4Markets/status/2018440170870042833)  2026-02-02T21:43Z 251.6K followers, [----] engagements


"Here are my bullish above / bearish below pivots for the S&P [---] NASDAQ gold and silver. Good luck out there everyone Good morning friends Join me this morning at 9:00 am ET for a discussion about gold silver the stock market and bitcoin. I'll talk about where we are what I see in the markets and macro and then we'll do some live order flow analysis after the bell. https://t.co/66tdSjpbk7 Good morning friends Join me this morning at 9:00 am ET for a discussion about gold silver the stock market and bitcoin. I'll talk about where we are what I see in the markets and macro and then we'll do"  
[X Link](https://x.com/Mayhem4Markets/status/2018694829748654243)  2026-02-03T14:35Z 251.4K followers, [----] engagements


"Sam Altman is one of the worst corporate leaders I've ever seen. He has no real plan. He's not charismatic. He has a history of pitting his subordinates against each other rather than team building. OpenAI under his leadership is lagging behind their competition more and more. I think that the drama between Nvidia and OpenAI also suggests that OpenAI's management is negligent and incompetent. But more than that remember the promises of PhD-level AI We were supposed to see that already from this firm. Instead they've pivoted to video slop erotica and running ads. All "last resort" plays for a"  
[X Link](https://x.com/Mayhem4Markets/status/2018724042132349429)  2026-02-03T16:31Z 252.5K followers, 95.1K engagements


"Intel CEO: Knowledgeable people told me US is behind China now on open source AI - Cisco AI Summit. $INTC (He's right)"  
[X Link](https://x.com/Mayhem4Markets/status/2018747105611784587)  2026-02-03T18:03Z 251.4K followers, [----] engagements


"Software stocks are getting gutted again. The selling pressure is reaching a crescendo. There will be a big buying opportunity when it lets up. Make a shopping list"  
[X Link](https://x.com/Mayhem4Markets/status/2018748152120017346)  2026-02-03T18:07Z 252.1K followers, 47.2K engagements


"An absolutely stunning divergence between software stocks and the S&P [---]. There is real panic selling in this space. Just what you want to see to make a shopping list of the beaten down gems"  
[X Link](https://x.com/Mayhem4Markets/status/2018761250025435339)  2026-02-03T18:59Z 251.6K followers, 35.6K engagements


"$NVIDA CEO Jensen Huang: The Nvidia plan to invest in OpenAI is on track Via @CNBC"  
[X Link](https://x.com/Mayhem4Markets/status/2018769557247152636)  2026-02-03T19:32Z 251.3K followers, [----] engagements


"Just in: $AMD earnings Adj EPS $1.53 vs $1.32 ✅ Rev. $10.27B vs $9.65B ✅ R&D Expenses $2.33B vs $2.16B ❌ CAPEX $222M vs $231.4M ✅ Adj. Oper Income $2.85B vs $2.47B ✅ Sees 1Q Rev. $9.5B TO $10.1B vs $9.39B ✅ Sees 1Q Adj Gross Margin About 55% vs 54.5% ✅ Shares down 5% AH We'll be covering $AMD earnings. Estimates are for $1.32 EPS and $9.65B in sales. Options are pricing in a +/- 7.7% move for the stock. Call wall at $260 and put wall at $220. Release around 4:15 pm ET and call at 5:00 pm ET. Watch it all live here https://t.co/dwyqCOuzL0 We'll be covering $AMD earnings. Estimates are for"  
[X Link](https://x.com/Mayhem4Markets/status/2018797254107357612)  2026-02-03T21:22Z 251.8K followers, 13.8K engagements


"$PINS is one of the most disappointing stocks ever. Because they had this enormous opportunity to become a huge force in social commerce. Selling products right from their website. Supercharging revenue and creating powerful platform network effects. And they completely blew it. https://twitter.com/i/web/status/2018809435188060479 https://twitter.com/i/web/status/2018809435188060479"  
[X Link](https://x.com/Mayhem4Markets/status/2018809435188060479)  2026-02-03T22:10Z 251.4K followers, [----] engagements


"Is $MSFT (blue) telling us where $QQQ (gold) is headed 🤔"  
[X Link](https://x.com/Mayhem4Markets/status/2018812249130070451)  2026-02-03T22:22Z 251.8K followers, 28.9K engagements


"It's good when an entire country's stock market trades like a meme coin right Asking for a friend"  
[X Link](https://x.com/Mayhem4Markets/status/2018841715537498197)  2026-02-04T00:19Z 251.8K followers, 11.7K engagements


"There are NO excuses. There is NO defense. @GoldmanSachs you're on blast. You can't pretend this is OK. It's not. Fire Ruemmler. She's complicit. Called Epstein "Uncle Jeffrey" and spoke of him as "another older brother". She took tens of thousands in gifts. Even slept with one of Epstein's lawyers and then forwarded the email from his aggrieved wife to Epstein. She spoke of Epstein with adoration saying "I adore him". There's no denying she knew how awful of a human being he was. Goldman continues to inexplicably defend and retain Ruemmler as their General Counsel. This complicity suggests"  
[X Link](https://x.com/Mayhem4Markets/status/2018872810622619836)  2026-02-04T02:22Z 252.3K followers, 14.4K engagements


"@EdwardKens50830 @GoldmanSachs it's adorable that you talk down to people and then at the same time assume this is a "last decade" problem. you need to go back. way back. 😂"  
[X Link](https://x.com/Mayhem4Markets/status/2018906550904193253)  2026-02-04T04:36Z 251.4K followers, [---] engagements


"According to @kevinolearytv people don't "give a damn" about the Epstein files. Do you agree"  
[X Link](https://x.com/Mayhem4Markets/status/2019143166965022870)  2026-02-04T20:16Z 251.3K followers, 10.6K engagements


"Developing: $GOOGL earnings are out Revenue $113.83B est. $111.4B ✅ Revenue ex-TAC $97.23B est. $95.17B ✅ Operating income $35.93B est. $36.95B ❌ Google Services revenue $95.86B est. $94.9B ✅ Google Advertising revenue $82.28B est. $80.89B ✅ Google Search & Other revenue $63.07B est. $61.37B ✅ YouTube Ads revenue $11.38B est. $11.78B ❌ Google Cloud revenue $17.66B est. $16.2B ✅ Capex $91.45B est. $28.17B 🤯🤯🤯 Watch the price reaction live $GOOGL Q4 [----] earnings are coming out after the bell with the call at 4:30 pm ET. Estimates are for $2.65 EPS and $95.2B in sales Options imply a move of"  
[X Link](https://x.com/Mayhem4Markets/status/2019155052737294467)  2026-02-04T21:04Z 251.9K followers, 12.9K engagements


"$GOOGL's conference call is starting now. Watch it live right here with the price reaction. https://x.com/i/broadcasts/1DXxyWdVZzPGM https://x.com/i/broadcasts/1DXxyWdVZzPGM"  
[X Link](https://x.com/Mayhem4Markets/status/2019161423692116153)  2026-02-04T21:29Z 251.7K followers, [----] engagements


"The hype cycle around Gartner's stock broke down rather violently to the trough of disillusionment. $IT"  
[X Link](https://x.com/Mayhem4Markets/status/2019234464619196657)  2026-02-05T02:19Z 251.6K followers, [----] engagements


"Good morning friends Silver remains volatile along with the rest of the markets. Tune in to watch the price action live complete with flow alerts and live news. https://x.com/i/broadcasts/1PlKQObrQvdJE https://x.com/i/broadcasts/1PlKQObrQvdJE"  
[X Link](https://x.com/Mayhem4Markets/status/2019418753201488075)  2026-02-05T14:32Z 252.1K followers, 16.6K engagements


"We talked about putting on hedges on January 20th as a way to offset risk in a market where nobody wants to hedge. That's how these things tend to go. We get to extremes where there's universal bullishness. The trade gets lopsided. Then down we go until that resets"  
[X Link](https://x.com/Mayhem4Markets/status/2019430989987213723)  2026-02-05T15:20Z 251.3K followers, [----] engagements


"Check out some of the replies to this post. Wonder how these $MSTR uberbulls are doing now. 😂 $MSTR financial highlights . . . https://t.co/cyJ2Sc69kM $MSTR financial highlights . . . https://t.co/cyJ2Sc69kM"  
[X Link](https://x.com/Mayhem4Markets/status/2019461033052528723)  2026-02-05T17:20Z 252.1K followers, [----] engagements


"There is a huge difference between artificial and actual scarcity. Once you appreciate this and the long-term implications you'll realize why it makes more sense to own gold than bitcoin"  
[X Link](https://x.com/Mayhem4Markets/status/2019486393274134672)  2026-02-05T19:00Z 252.3K followers, [----] engagements


"Q4 [----] Earnings are out for $AMZN. Another huge CapEx surprise guiding for $200B of spending in [----] vs estimates of 146.11B. Shares falling down 10% after hours. Here's the breakdown: EPS $1.95 est. $1.96 ❌ Net Sales $213.39B est. $211.49B ✅ Sees Q1 Net Sales $173.5B$178.5B est. $175.54B 🤷♂ Sees Q1 Operating Income $16.5B$21.5B est. $22.24B ❌ Operating Income $24.98B est. $24.82B ✅ Operating Margin 11.7% est. 11.7% 🤷♂ AWS Net Sales $35.58B est. $34.88B ✅ AWS Net Sales ex-FX +24% est. +21% ✅ North America Net Sales $127.08B est. $127.21B ❌ Physical Stores Net Sales $5.86B est. $5.88B ❌"  
[X Link](https://x.com/Mayhem4Markets/status/2019518593738707269)  2026-02-05T21:08Z 252.3K followers, 33.8K engagements


"Seeing $MSTR's bitcoin position get liquidated would make me bullish about the potential for a big bounce. Because I think that would be the time when we see the cascade selling that causes massive deleveraging across the space. At that point it would be a much more "de-risked" asset. That doesn't mean I'd want to HODL it forever. Just a bounce from an extreme in negative flow and sentiment is all I'd want to capture. https://twitter.com/i/web/status/2019521836560839052 https://twitter.com/i/web/status/2019521836560839052"  
[X Link](https://x.com/Mayhem4Markets/status/2019521836560839052)  2026-02-05T21:21Z 252.1K followers, 16.1K engagements


"There are so many margin calls going on right now it's insane. Don't lever up if you don't know EXACTLY how to manage that increased risk. Don't overconcentrate in volatile positions. Don't think you're smarter than the market. Manage your risk first and foremost"  
[X Link](https://x.com/Mayhem4Markets/status/2019525690022822340)  2026-02-05T21:37Z 251.3K followers, [----] engagements


"Is $MSTR F C K E D 🤔"  
[X Link](https://x.com/Mayhem4Markets/status/2019538634748375504)  2026-02-05T22:28Z 252.3K followers, 13.7K engagements


"Corporate layoffs in the US during January were the most to start a year since [----]. Let that sink in"  
[X Link](https://x.com/Mayhem4Markets/status/2019541285829324915)  2026-02-05T22:38Z 251.4K followers, [----] engagements


"$IREN is a troubled company. Signs have been there for a while. The whole "neocloud" space is just where the larger techs are outsourcing their genAI risk. You know in case the whole growth narrative doesn't pan out. Shares are down about 24% after hours as the firm reports a $155.4M net loss. Higher than expected. Here's something you don't see every day. Short interest in $IREN is rising as the stock price surges. Some hedge funds are apparently increasingly confident that this company is a dud. Time will tell who's right but most of the time you see short covering into a surge."  
[X Link](https://x.com/Mayhem4Markets/status/2019547878352646522)  2026-02-05T23:05Z 251.4K followers, 48.1K engagements


""Why don't younger people want to start a family" 🤔"  
[X Link](https://x.com/Mayhem4Markets/status/2019560610066026838)  2026-02-05T23:55Z 252.1K followers, 115.1K engagements


"Insiders continue to sell down their holdings. It's almost as if they knew something was coming. Interesting"  
[X Link](https://x.com/Mayhem4Markets/status/2019565189851673047)  2026-02-06T00:13Z 251.3K followers, 12.8K engagements


"Consumers are feeling worse than they did during the COVID crash. We're back to levels not seen since [----]. Why The K-shaped economy. Most American households are being left behind. They don't have a large amount of assets. Instead they're taking on more liabilities to fund their rising cost of living. The top 10% are loving this environment. But hard working families are being ground into dust by politicians that serve economic elites over their interests. It's not a problem with one party or another. It's a problem that exposes the rot within our political system. Two "parties" that both"  
[X Link](https://x.com/Mayhem4Markets/status/2019570869761192136)  2026-02-06T00:36Z 252.5K followers, 29.1K engagements


"Join me for an interactive overview on what's going on in the markets and live order flow analysis after the bell. https://x.com/i/broadcasts/1MnGnPwmvrwxO https://x.com/i/broadcasts/1MnGnPwmvrwxO"  
[X Link](https://x.com/Mayhem4Markets/status/2021223210235122132)  2026-02-10T14:02Z 251.8K followers, 14.9K engagements


"Here are this week's bullish above / bearish below pivots for the S&P [---] NASDAQ gold and silver. Good luck out there friends Join me for an interactive overview on what's going on in the markets and live order flow analysis after the bell. https://t.co/8h1LOK28UV Join me for an interactive overview on what's going on in the markets and live order flow analysis after the bell. https://t.co/8h1LOK28UV"  
[X Link](https://x.com/Mayhem4Markets/status/2021230265373270467)  2026-02-10T14:30Z 251.6K followers, [----] engagements


"This is wild: "Tether remains the largest non-sovereign buyer of physical gold and now ranks within the top [--] global gold holders surpassing countries like Australia the UAE Qatar South Korea and Greece." Via @GOLDCOUNCIL https://twitter.com/i/web/status/2021249501978140795 https://twitter.com/i/web/status/2021249501978140795"  
[X Link](https://x.com/Mayhem4Markets/status/2021249501978140795)  2026-02-10T15:46Z 251.7K followers, [----] engagements


"Commodity fund inflows have slowed significantly over the last couple of weeks per @EPFR. I see this as buyers taking their foot off the gas pedal but nobody is hitting the breaks yet. I still believe commodities can run from here given the backdrop of aggressive spending"  
[X Link](https://x.com/Mayhem4Markets/status/2021257533684326542)  2026-02-10T16:18Z 251.6K followers, [----] engagements


"So far so good on this $UI swing long. The stock is trading $723 today vs $563 when I shared this idea with members Will close out the position at $750. 😎👍"  
[X Link](https://x.com/Mayhem4Markets/status/2021270670395531571)  2026-02-10T17:10Z 251.8K followers, [----] engagements


"Fed's Hammack: It is important to get 2% inflation before changing rates again"  
[X Link](https://x.com/Mayhem4Markets/status/2021281433042514159)  2026-02-10T17:53Z 251.8K followers, [----] engagements


"Here comes the big squeeze Shorts have stacked up record bets against SaaS per JP Morgan. You know what they say about shorting into the hole right 😂 I just posted a solid swing long idea in the space that I think has great r/r and upside potential from here for members"  
[X Link](https://x.com/Mayhem4Markets/status/2021283778597925017)  2026-02-10T18:03Z 251.6K followers, [----] engagements


"Interesting. Personally I find AI to help me improve productivity as a force multiplier. This study says otherwise. What has your experience been 🤔 "A 8-month field study at a US tech company with about [---] employees found that AI use did not shrink work it intensified it and made employees busier. Task expansion happened because AI filled in gaps in knowledge so people started doing work that used to belong to other roles or would have been outsourced or deferred.""  
[X Link](https://x.com/Mayhem4Markets/status/2021309957728047139)  2026-02-10T19:47Z 251.7K followers, [----] engagements


"Still feeling ultra bearish on SaaS stocks The six-month rolling relative returns are worse than the Dot Com bust. Maybe they can bounce a bit from here 🤔 Via @jpmorgan"  
[X Link](https://x.com/Mayhem4Markets/status/2021312228696183046)  2026-02-10T19:56Z 251.8K followers, 25K engagements


"SaaS stocks are also cheaper than they were during "Liberation Day". Back to late-2022 valuations. 🧐 Via @jpmorgan"  
[X Link](https://x.com/Mayhem4Markets/status/2021313740033929581)  2026-02-10T20:02Z 251.7K followers, [----] engagements


"@200pipss @jpmorgan @TraderadeTweets Term quite old. Two decades or so Software-as-a-Service aka subscription or pay-as-you-go models"  
[X Link](https://x.com/Mayhem4Markets/status/2021317711150629341)  2026-02-10T20:17Z 251.6K followers, [---] engagements


"@jpmorgan Guess who's buying the SaaS dip We are. Record retail inflows via Vanda"  
[X Link](https://x.com/Mayhem4Markets/status/2021318832472613070)  2026-02-10T20:22Z 251.7K followers, [----] engagements


"Maybe we aren't as back as we thought: $HOOD"  
[X Link](https://x.com/Mayhem4Markets/status/2021336173059387839)  2026-02-10T21:31Z 251.7K followers, [----] engagements


"My guess would be a tanker seizure by Feb 28th as I think we'll see some back-and-forth between the US and Iran trying to restart talks. But I don't think the talks really resume or go anywhere so there will likely be more escalation such as a seizure. 🚨 NEW POLYMARKET: U.S. forces seize another oil tanker by. https://t.co/B27qWz7rny 🚨 NEW POLYMARKET: U.S. forces seize another oil tanker by. https://t.co/B27qWz7rny"  
[X Link](https://x.com/Mayhem4Markets/status/2021346287074017605)  2026-02-10T22:11Z 251.7K followers, [----] engagements


"Looking forward to some terrible jobs data 🥳"  
[X Link](https://x.com/Mayhem4Markets/status/2021391315595034980)  2026-02-11T01:10Z 252.3K followers, 23.1K engagements


"The S&P [---] is not cheap here. Via @GoldmanSachs"  
[X Link](https://x.com/Mayhem4Markets/status/2021408150025539717)  2026-02-11T02:17Z 252.3K followers, [----] engagements


"Soon stocks and options will trade 24/7 and everyone will hate it. 😂"  
[X Link](https://x.com/Mayhem4Markets/status/2021412666225590664)  2026-02-11T02:35Z 251.8K followers, 14.3K engagements


"Also the math ain't mathing"  
[X Link](https://x.com/Mayhem4Markets/status/2021418642567811444)  2026-02-11T02:58Z 251.8K followers, [----] engagements


"gm. I'm sure he was just Zucking aorund. 😂"  
[X Link](https://x.com/Mayhem4Markets/status/2021957905667568066)  2026-02-12T14:41Z 252.1K followers, [----] engagements


"The risk-off rotation into safety continues with utilities healthcare and consumer defensives bid as tech skids. The genAI growth narrative remains under scrutiny as CapEx surges. This ongoing rotation is why we thought [----] was a great year to add to defensive allocations"  
[X Link](https://x.com/Mayhem4Markets/status/2021985478661247369)  2026-02-12T16:31Z 252.3K followers, [----] engagements


"@failcascade @MiniMax_AI I mean 192GB is more than enough. :-) 5-bit Unsloth Dynamic quants help to improve overall quality quite a bit. With that and 8-bit context should be able to get about 200K tokens. Then can use techniques like DCP to minimize window growth and keep speed high"  
[X Link](https://x.com/Mayhem4Markets/status/2021996144038174771)  2026-02-12T17:13Z 251.9K followers, [---] engagements


"Also think unified memory architectures will make *having* to get a discrete GPU much less important if all one is doing is basic inference. The Macs are doing a great job demonstrating that value and so are the specialized systems like the AMD AI Max 395+. As time goes on the cost for inference is going to go down even more. https://twitter.com/i/web/status/2022078764801290614 https://twitter.com/i/web/status/2022078764801290614"  
[X Link](https://x.com/Mayhem4Markets/status/2022078764801290614)  2026-02-12T22:42Z 252K followers, [--] engagements


"I hear things are going really well at xAI"  
[X Link](https://x.com/Mayhem4Markets/status/2022131565837660301)  2026-02-13T02:11Z 252.3K followers, 21.3K engagements


"gm. don't be like this guy. always use stops. 🍵"  
[X Link](https://x.com/Mayhem4Markets/status/2022301823340511274)  2026-02-13T13:28Z 252.2K followers, [----] engagements


"@dnlkwk it's wild"  
[X Link](https://x.com/Mayhem4Markets/status/2022312314934866304)  2026-02-13T14:10Z 252.2K followers, [---] engagements


"@AJButton2 so he's the GOAT at doubting bitcoin he's not rare in that view"  
[X Link](https://x.com/Mayhem4Markets/status/2022331959998067191)  2026-02-13T15:28Z 252.2K followers, [--] engagements


"Just got the quantized weights downloaded and am running a few tests. So far I can say MiniMax-M2.5 is definitely faster than its predecessor by about 20-30%. That's a nice improvement for an already very fast model. Now working on some agentic coding tests using OpenCode as a harness. Will also experiment with Droid and Claude Code (but directing them to use MiniMax-M2.5. One simple and even a bit silly test I like to run on every model is whether it can one-shot a decent web-based Tetris game. Let's see how M2.5 does on this very simple test. :-)"  
[X Link](https://x.com/Mayhem4Markets/status/2022371730509967827)  2026-02-13T18:06Z 252.3K followers, [----] engagements


"@Ambroise23968 No. My workstation has 192GB of VRAM. I am currently running a 4-bit quantized version of M2.5 right. Looking forward to the 5-bit weights when they drop. 192GB of VRAM is more than enough to run this model at a decent precision with plenty of high quality context"  
[X Link](https://x.com/Mayhem4Markets/status/2022379423203496229)  2026-02-13T18:36Z 252.3K followers, [--] engagements


"@sjollivier if that's true how does one account for the triple digit commercial sales growth and platform stickiness"  
[X Link](https://x.com/Mayhem4Markets/status/2022401481589297440)  2026-02-13T20:04Z 252.3K followers, [--] engagements


"@TheAhmadOsman @meta_alchemist Not cool"  
[X Link](https://x.com/Mayhem4Markets/status/2023038449889194015)  2026-02-15T14:15Z 252.3K followers, [---] engagements


"There's far too much talk around these parts about how the dollar will be vanishing from global trade imminently but the reality is this is a process that takes decades. First the greenback makes up nearly 60% of global foreign exchange reserves. That's pretty massive 1/"  
[X Link](https://x.com/Mayhem4Markets/status/1641255832829538307)  2023-03-30T01:47Z 252.4K followers, 1.8M engagements


"Bank failures since [----] Found on WSB"  
[X Link](https://x.com/Mayhem4Markets/status/1653606476793933825)  2023-05-03T03:44Z 252.4K followers, 419.4K engagements


"@BillAckman Did you perhaps reset that standard with this tweet"  
[X Link](https://x.com/Mayhem4Markets/status/1744001950826308037)  2024-01-07T14:24Z 252.4K followers, 3.5M engagements


"Ah to be self-made. Must be nice. 😂"  
[X Link](https://x.com/Mayhem4Markets/status/1788890712995422638)  2024-05-10T11:15Z 252.4K followers, 2.7M engagements


"30 just ain't what it used to be"  
[X Link](https://x.com/Mayhem4Markets/status/1835499552163414519)  2024-09-16T02:02Z 252.3K followers, 486.1K engagements


"Apparently the market is not too happy to see US AI supremacy in question by DeepSeek's R1 reasoning LLM. NASDAQ futures are down 1.77% and S&P [---] futures are off by 0.84% as I write this and news of DeepSeek continues to circulate. My thoughts on the situation: 1) We don't know how many actual GPUs were used by DeepSeek due to export restrictions. China could have massively understated them to create this exact impact: having people question US AI supremacy. 2) If we are to assume the $500M figure is accurate that would indicate that DeepSeek has found a significantly more efficient path"  
[X Link](https://x.com/Mayhem4Markets/status/1883727085669126650)  2025-01-27T04:01Z 252.3K followers, 532.6K engagements


"DeepSeek has apparently spent over $500 million on $NVDA chips despite low-cost AI claim per SemiAnalysis via @FT🤔 Apparently the market is not too happy to see US AI supremacy in question by DeepSeek's R1 reasoning LLM. NASDAQ futures are down 1.77% and S&P [---] futures are off by 0.84% as I write this and news of DeepSeek continues to circulate. My thoughts on the situation: 1) We don't https://t.co/zZGMpit5Ri Apparently the market is not too happy to see US AI supremacy in question by DeepSeek's R1 reasoning LLM. NASDAQ futures are down 1.77% and S&P [---] futures are off by 0.84% as I write"  
[X Link](https://x.com/Mayhem4Markets/status/1884327041610436812)  2025-01-28T19:45Z 252.4K followers, 531.3K engagements


"The real trick Buy the close sell the open. That's the trade"  
[X Link](https://x.com/Mayhem4Markets/status/1899588968100069804)  2025-03-11T22:31Z 252.4K followers, 913.3K engagements


"Wow Chamath got brutally noted. 100% deserved"  
[X Link](https://x.com/Mayhem4Markets/status/1935497343920455734)  2025-06-19T00:38Z 252.3K followers, 279.9K engagements


"Oh that sounds fun"  
[X Link](https://x.com/Mayhem4Markets/status/1974181809337610686)  2025-10-03T18:36Z 252.3K followers, 345.3K engagements


"Pretty much 😅😂🤣"  
[X Link](https://x.com/Mayhem4Markets/status/1980993850421453085)  2025-10-22T13:45Z 252.3K followers, 305.6K engagements


"Such an interesting change in perspective. 🙃 NO ONE IS COMING TO HELP YOU YOURE ON YOUR OWN ACT ACCORDINGLY NO ONE IS COMING TO HELP YOU YOURE ON YOUR OWN ACT ACCORDINGLY"  
[X Link](https://x.com/Mayhem4Markets/status/1983214118031991191)  2025-10-28T16:47Z 252.3K followers, 205.3K engagements


"It's almost time to buy software stocks with both hands. Chart via @GoldmanSachs"  
[X Link](https://x.com/Mayhem4Markets/status/2017989201371750773)  2026-02-01T15:51Z 252.4K followers, 78.5K engagements


"@ayush_jasoria These have to be automated replies because they are missing the point completely twice in a row lol"  
[X Link](https://x.com/Mayhem4Markets/status/2022060737993335008)  2026-02-12T21:30Z 252.4K followers, [----] engagements


"The US continues to underperform global markets. There are great opportunities out there particularly in emerging markets. Via Datastream"  
[X Link](https://x.com/Mayhem4Markets/status/2022145601685864752)  2026-02-13T03:07Z 252.4K followers, [----] engagements


"@CryptoParadyme @Bloomberg That was the time to buy just about any assets tbf. But the multi-decade breakout in EMs is likely to lead even more outperformance vs DMs over the next few years. Something that was not a thing for a long long time until last year"  
[X Link](https://x.com/Mayhem4Markets/status/2022457341007007999)  2026-02-13T23:46Z 252.4K followers, [---] engagements


"@AaronRentfrew @Bitcoin_Teddy So hard"  
[X Link](https://x.com/Mayhem4Markets/status/2022697808772395057)  2026-02-14T15:41Z 252.3K followers, [--] engagements


"@em013L Disappointing"  
[X Link](https://x.com/Mayhem4Markets/status/2022730305828753436)  2026-02-14T17:51Z 252.3K followers, [---] engagements


"@Mars_2Earth Populism is like that sometimes but unlike Trump I think Ron Paul actually meant it"  
[X Link](https://x.com/Mayhem4Markets/status/2022738535476850974)  2026-02-14T18:23Z 252.4K followers, [--] engagements


"Microsoft started offering Chinese open weight models on Azure over a year ago. The ability for and desire of various enterprises to access all variety of models whether inferred online or locally is growing. As time goes on these models will become more commoditized and efficiency will grow as intelligence per parameter increases. Eventually open weight models will exceed their proprietary peers but we're closing in on the gap being neutralized imminently. That's the core thesis--and over the last year it has been playing out before our eyes and it will accelerate from here. Open weight"  
[X Link](https://x.com/Mayhem4Markets/status/2022741008375529833)  2026-02-14T18:33Z 252.4K followers, [---] engagements


"@Mars_2Earth Yeah he's not really a conservative. It's actually remarkable how loyal folks are to his ever shifting ideals as he makes it clear he wants the government to have more and not less power to spend more and not less to waste more and not less"  
[X Link](https://x.com/Mayhem4Markets/status/2022741786083398029)  2026-02-14T18:36Z 252.4K followers, [--] engagements


"@Aero96193997 Qwen 30B and 32B are indeed 10x larger than a 3B parameter model. Intelligence per parameter continues to increase as the AI efficiency evolution accelerates"  
[X Link](https://x.com/Mayhem4Markets/status/2022742012534133217)  2026-02-14T18:37Z 252.4K followers, [--] engagements


"@MssrGreenfinger Would only be defamation if I didn't believe it was true. (I believe what I said is true)"  
[X Link](https://x.com/Mayhem4Markets/status/2022756731525181918)  2026-02-14T19:36Z 252.3K followers, [----] engagements


"@ai_hyperbull It all does matter. The era of efficiency isn't going away. You can choose to ignore it and believe it has a minimal impact. That's fine. Maybe you'll be right but in all likelihood you won't be as you continue to shift goalposts in order to make a more and more narrow point"  
[X Link](https://x.com/Mayhem4Markets/status/2022759718247125089)  2026-02-14T19:47Z 252.4K followers, [--] engagements


"@MaxDemian36 It does appear to be a relief valve for excess speculative liquidity but the bigger point I was hoping to make was that what if the gains are a one-off and if that realization hits then more people may lose interest in crypto"  
[X Link](https://x.com/Mayhem4Markets/status/2023034634364469504)  2026-02-15T14:00Z 252.4K followers, [--] engagements


"@girlmoneyguide @em013L Yes it's disappointing that Michael Burry is not willing to engage in debates on the merits. You don't find that disappointing"  
[X Link](https://x.com/Mayhem4Markets/status/2023055934528876661)  2026-02-15T15:24Z 252.3K followers, [--] engagements


"@foolrushingin @N0pes It is not one of the most liquid markets in the world. If it was it would not be so volatile"  
[X Link](https://x.com/Mayhem4Markets/status/2023061939287630063)  2026-02-15T15:48Z 252.3K followers, [--] engagements


"@PaidInSilence I'm not sure that we can conflate the two though. Volatility makes bitcoin less attractive to adopt at scale. That element is what drives speculators into crypto in hopes of winning the lottery. Utility on the other hand would want an appreciably less volatile token"  
[X Link](https://x.com/Mayhem4Markets/status/2023068977321201855)  2026-02-15T16:16Z 252.3K followers, [--] engagements


"Same. What he was able to accomplish wasn't simply from insider info. He wasn't trading these events episodically based on a heads up. He was instead investing for very long time horizons. The fact that he was able to put more capital at risk and achieve market beating results is actually impressive. Add to it there really aren't a lot of other investors that can show similar results over long time horizons. Suggesting that if it was as easy as having an asymmetrical info advantage then we should see a lot more outliers. But we don't"  
[X Link](https://x.com/Mayhem4Markets/status/2023091848948945299)  2026-02-15T17:47Z 252.4K followers, [--] engagements


"@zephyr_z9 @yifan_zhang_ Innovation acceleration underway"  
[X Link](https://x.com/Mayhem4Markets/status/2023095903415128412)  2026-02-15T18:03Z 252.4K followers, [---] engagements


"@Alice_MiaX If we break the bottom of this trading range in #ES_F then we're likely to re-test the November lows"  
[X Link](https://x.com/Mayhem4Markets/status/2023112864374874231)  2026-02-15T19:11Z 252.3K followers, [---] engagements


"Comparing bitcoin something with minimal utility to the Internet an interconnecting technology with maximum utility and a platform that modern technology has been built upon is a bit disconcerting. The two primary utilities that bitcoin providers are the ability to speculate in a high beta vehicle and transfer funds. That's not the kind of ecology that is transformational. And after almost [--] years there's minimal progress in seeing bitcoin used in commerce at a large scale. Meanwhile the Internet over that same [--] year period is remarkably transformed. Faster much more utilized accessible to"  
[X Link](https://x.com/Mayhem4Markets/status/2023127951848399330)  2026-02-15T20:11Z 252.4K followers, [--] engagements


"@0xbrel How is bitcoin a hard asset though"  
[X Link](https://x.com/Mayhem4Markets/status/2023128480196821082)  2026-02-15T20:13Z 252.4K followers, [---] engagements


"Artificial scarcity = artificial hardness The demand is from those speculating on higher prices not seeing safety from geopolitical unrest or economic uncertainty. Traditionally hard assets thrive during times of stress but bitcoin recoils. It loses value. Because it's a relief valve for excess speculative liquidity. A high beta vehicle to bet on. But it does not perform like a hard asset. https://twitter.com/i/web/status/2023130132332876120 https://twitter.com/i/web/status/2023130132332876120"  
[X Link](https://x.com/Mayhem4Markets/status/2023130132332876120)  2026-02-15T20:19Z 252.4K followers, [--] engagements


"@XOPYC6 Most of the time corrections involve rotations into rather than out of safer parts"  
[X Link](https://x.com/Mayhem4Markets/status/2023133521892823207)  2026-02-15T20:33Z 252.4K followers, [---] engagements


"What's interesting about all of this is that there are probably ways to construct synthetic vehicles that would be able to provide such utility but they'd probably have to be part of things like prediction markets tokens etc rather than an ETF/ETN. Happy to be wrong though. Would love to see these as exchange-traded vehicles for managing sectoral debt risk. https://twitter.com/i/web/status/2023134654786846925 https://twitter.com/i/web/status/2023134654786846925"  
[X Link](https://x.com/Mayhem4Markets/status/2023134654786846925)  2026-02-15T20:37Z 252.4K followers, [--] engagements


"@mattob Typically risk-on appetites strengthen after mid-March in equities. Not sure if that translates to crypto seasonality though. My gut tells me that's going to be a lot more about the abundance of liquidity -- which right now is rather low"  
[X Link](https://x.com/Mayhem4Markets/status/2023135216404250931)  2026-02-15T20:39Z 252.4K followers, [---] engagements


"@Bodhi5attva @christi10006880 I don't know how we got to comparing Buffett to mutual fund managers since they are in very different spaces. In that space I admire Peter Lynch. He achieved incredible returns with overall very common sensical approaches"  
[X Link](https://x.com/Mayhem4Markets/status/2023137353217274278)  2026-02-15T20:48Z 252.4K followers, [--] engagements


"@valkrin2 That's the narrative but is it really"  
[X Link](https://x.com/Mayhem4Markets/status/2023147944032243795)  2026-02-15T21:30Z 252.4K followers, [---] engagements


"Not because "hyperscalers are in the doghouse" but instead because the new arm's race is density of intelligence rather than sheer scale. If scale was the de facto winner then xAI would not have seen an implosion recently $META would be a much more formidable force and $MSFT would have significantly better uptake of their AI offerings. https://twitter.com/i/web/status/2023162465610055808 https://twitter.com/i/web/status/2023162465610055808"  
[X Link](https://x.com/Mayhem4Markets/status/2023162465610055808)  2026-02-15T22:28Z 252.4K followers, [---] engagements


"@ParabolicNotice @IAmCryptoWolfy @SBF_FTX Making my point for me here"  
[X Link](https://x.com/Mayhem4Markets/status/2023237336373317790)  2026-02-16T03:25Z 252.3K followers, [--] engagements


"@JohnDoss1 you could stop at "employed" and the statement would also be true"  
[X Link](https://x.com/Mayhem4Markets/status/2023241081903612290)  2026-02-16T03:40Z 252.3K followers, [---] engagements


"Chamath does not have a leg to stand on. He was paid to endorse SPACs that he knew were garbage companies. At the same time he promoted himself as this generation's Warren Buffett. He claimed he was democratizing investor access to early stage companies. Instead in almost every case he left people holding worthless bags while he got paid his promotional commission. Now he's going after Buffett over information asymmetry The same information asymmetry that he leveraged selling companies he knew were garbage as being the next [--] baggers The level of smug hypocrisy here is absolutely off the"  
[X Link](https://x.com/Mayhem4Markets/status/2022763578017694110)  2026-02-14T20:03Z 252.5K followers, 172.7K engagements


"Uh oh. S&P [---] buyback growth is showing signs of slowing down as of last quarter. 🚨 What's replacing it Upsized AI CapEx spending. Keep a very close eye on this trend. Via @GoldmanSachs"  
[X Link](https://x.com/Mayhem4Markets/status/2023493816502948199)  2026-02-16T20:24Z 252.5K followers, [----] engagements


"Who made this 🤣"  
[X Link](https://x.com/Mayhem4Markets/status/1977003060275953890)  2025-10-11T13:27Z 252.4K followers, 2.2M engagements


"Gen-Z is done with booze. 🥲"  
[X Link](https://x.com/Mayhem4Markets/status/2016206259091886494)  2026-01-27T17:46Z 252.5K followers, 6M engagements


"The dollar is no longer a safe haven. Treasury bonds are no longer a safe haven. Bitcoin was never a safe haven. Gold and silver have reclaimed their historical role as the safe havens of choice"  
[X Link](https://x.com/Mayhem4Markets/status/2016668843653878191)  2026-01-29T00:24Z 252.4K followers, 72.5K engagements


"We know you're in panic mode. Things at OpenAI are not going well. You described running ads as a "last resort". I imagine pivoting to AI video slop and erotica were also a "last resort". This from a company that promised the world PhD-level AI but has yet to deliver as they slip behind competitors like . *checks notes* . ah yes. Anthropic. And I'm not even a huge Anthropic fan. I prefer local inference but it's clear as day that OpenAI ceded their lead against Anthropic Google and others and is now flailing around aimlessly. All of these circular AI deals have also tied the fate of many"  
[X Link](https://x.com/Mayhem4Markets/status/2019166154418180420)  2026-02-04T21:48Z 252.5K followers, 24.8K engagements


"I have to wonder what it's like to be this high. 🥴"  
[X Link](https://x.com/Mayhem4Markets/status/2019183786542485807)  2026-02-04T22:58Z 252.4K followers, 77.9K engagements


"There was almost no job growth in the US last year. The data was wildly inaccurate. That's where we are in the K-shaped economy. Those with assets do well. Those without assets are being ground into dust. Save. Live below your means. Pay down debts. Acquire assets"  
[X Link](https://x.com/Mayhem4Markets/status/2021681626715943227)  2026-02-11T20:23Z 252.5K followers, 25.6K engagements


"There is no Strategy"  
[X Link](https://x.com/Mayhem4Markets/status/2021715719390413232)  2026-02-11T22:39Z 252.5K followers, 640.9K engagements


"Is this how market tops form Asking for some friends here. 🙃"  
[X Link](https://x.com/Mayhem4Markets/status/2021987763592233331)  2026-02-12T16:40Z 252.5K followers, 53.8K engagements


"If you've been waiting to pull the trigger on local inference @MiniMax_AI M2.5 has just changed the game. A model that's a fraction of the size of its competitors like Claude Opus and GPT [---] yet performs as well if not better in many use cases. Small enough for home labs powerful enough for complex agentic coding and more. I'm really excited about this model. I think it puts us on track to have frontier-level AI capabilities that can be run on local hardware/software stacks. That's a really big deal too. Imagine no limits and no charges per token. The only limit is your setup. [----] is the"  
[X Link](https://x.com/Mayhem4Markets/status/2021990494197141534)  2026-02-12T16:51Z 252.5K followers, 24.5K engagements


"This is a very exciting day for open weight AI models. MiniMax-M2.5 is easily the best out there. It's small enough to fit on my system yet powerful enough to be really helpful for agentic coding and other workloads. I will be running MiniMax-M2.5 very soon on my own workstation. Likely later today if the quantized weights are available. I'll share my thoughts and demonstrate the model's capabilities. MiniMax-M2.5 is now open source. Trained with reinforcement learning across hundreds of thousands of complex real-world environments it delivers SOTA performance in coding agentic tool use"  
[X Link](https://x.com/Mayhem4Markets/status/2022321548363706669)  2026-02-13T14:46Z 252.4K followers, 13.4K engagements


"Deutsche Bank's views on the discount in SaaS stocks. [--]. Software Sector Over-Discounted on AI: Stocks down over 20% YTD with 21% multiple compression; DB identifies $CLBT $CRM $INTU $NOW as compelling Buys using GenAI resilience scorecard and valuation metrics (GAAP EPS/FCF SBC multiples). [--]. Barriers to Exit Drive Disruption Risk: Primary factor determining resilience; lower scores (retention rates data moats ecosystem strength) signal higher AI disruption vulnerability overriding product innovation focus. https://twitter.com/i/web/status/2022330768337383425"  
[X Link](https://x.com/Mayhem4Markets/status/2022330768337383425)  2026-02-13T15:23Z 252.5K followers, 52.9K engagements


"It absolutely cooked on this simple test. Took about [--] minutes and MiniMax-M2.5 one-shotted a fully functional web-based Tetris clone with [--] levels of increasing difficulty. Not bad. Time to dig in even more now. :-)"  
[X Link](https://x.com/Mayhem4Markets/status/2022372588261896228)  2026-02-13T18:09Z 252.5K followers, [----] engagements


"Wow. Tech employment trends are accelerating to the downside. 🚨 Via @GoldmanSachs"  
[X Link](https://x.com/Mayhem4Markets/status/2022401342007054592)  2026-02-13T20:03Z 252.5K followers, 50.1K engagements


"The US consumer is showing more signs of stress. 🚨 - 12.7% of credit card balances are [--] or more days late a level not seen since [----]. - Auto loan delinquencies are also elevated hitting 5.21% and recently peaking at levels not seen since just before the COVID crash"  
[X Link](https://x.com/Mayhem4Markets/status/2022425190224007347)  2026-02-13T21:38Z 252.5K followers, 17.3K engagements


"Emerging markets and hot as they see the highest inflows in over two decades. There are still plenty of opportunities. Do your homework. Make a list"  
[X Link](https://x.com/Mayhem4Markets/status/2022456465362235816)  2026-02-13T23:42Z 252.5K followers, 12.1K engagements


"Hyperscaler bond spreads have been widening as AI CapEx spending plans concern debt markets. 🚨"  
[X Link](https://x.com/Mayhem4Markets/status/2022503359203414157)  2026-02-14T02:49Z 252.4K followers, [----] engagements


"This is a big deal. The DeepSeek [---] moment continues with a grand reveal from the big whale themselves as early as Monday. An open weight model that likely is on par with the proprietary frontier models. This further calls into question: 1) AI CapEx spending w/ RoI that is lagging (if it exists at all) 2) How much hardware and power will ultimately be needed if we can do the same or similar with a lot less 3) Why Western AI labs aren't doing more collaborative research This is upending the GenAI narrative. We're no longer in the era of winning through scale. It's about density of"  
[X Link](https://x.com/Mayhem4Markets/status/2022699218989695124)  2026-02-14T15:47Z 252.5K followers, 177.8K engagements


"Wow. The total number of federal employees is at the lowest level in [--] years after the mass layoffs by Trump. 😮"  
[X Link](https://x.com/Mayhem4Markets/status/2022710340526436356)  2026-02-14T16:31Z 252.5K followers, [----] engagements


"One of the few presidential candidates I supported was Ron Paul. He didn't want endless wars. He wasn't in favor of Wall Street over Main Street. He didn't think the government should be bloated and wasteful. He warned about what was to come too"  
[X Link](https://x.com/Mayhem4Markets/status/2022712457450455044)  2026-02-14T16:40Z 252.5K followers, [----] engagements


"@ai_hyperbull Not so sure about that"  
[X Link](https://x.com/Mayhem4Markets/status/2022732719717793918)  2026-02-14T18:00Z 252.5K followers, [----] engagements


"Another example of the AI efficiency evolution in open weight models is Nanbeige [---] a 3B parameter model that can outperform Qwen3 32B and Qwen3 30B models that are 3x as large on a variety of tasks. A 90% reduction in parameters yet better intelligence and performance. 🔥"  
[X Link](https://x.com/Mayhem4Markets/status/2022735287852642615)  2026-02-14T18:10Z 252.5K followers, [----] engagements


"The people that are making this a China vs US argument are missing the bigger picture. It's actually about density of intelligence and the evolution of both efficiency and open models. It is a game changer. An objective analysis of the progress in this regard over the last year shows as much"  
[X Link](https://x.com/Mayhem4Markets/status/2022838570914848879)  2026-02-15T01:01Z 252.5K followers, [----] engagements


"The argument is often a blend of utility and artificial scarcity for the more promising pitches. But the likelihood of a repeat performance in total returns for another token seems pretty unlikely doesn't it"  
[X Link](https://x.com/Mayhem4Markets/status/2022842689192862031)  2026-02-15T01:17Z 252.5K followers, [----] engagements


"The path is always towards more efficiency when it comes to technology. For example Nvidia's NVFP4 quantization method can significantly reduce power usage. In this demonstration NVFP4 on Blackwell is 50x more energy efficient than the prior Hopper architecture. The efficiency evolution continues. We'll need less overall hardware and energy resources to accomplish the same. Then you factor for growing intelligence density in newer open weight models and that also saves power and reduces hardware needs. All of this means that over this year we're going to see more and more progress. Technology"  
[X Link](https://x.com/Mayhem4Markets/status/2023046503917330507)  2026-02-15T14:47Z 252.5K followers, [----] engagements


"The growing market for credit default swaps against technology company debt suggests that creditors are increasingly nervous about AI CapEx spending -- both past and present"  
[X Link](https://x.com/Mayhem4Markets/status/2023049348938911983)  2026-02-15T14:58Z 252.5K followers, 14.8K engagements


"@firstadopter The token generation rate on the Macs is suboptimal. Really not sure why they are as popular as they are. I guess if one is only running inference on sparse MoE LLMs it's not terrible but I'm not patient enough"  
[X Link](https://x.com/Mayhem4Markets/status/2023112118451474840)  2026-02-15T19:08Z 252.5K followers, [---] engagements


"The build-up was also very strange was it not Why is that not getting more attention. The draw after such an outlier is absolutely to be expected and not extremely unusual. But that doesn't change the backdrop. Most are not able to or prepared to take physical delivery and would be liquidated to cash if they held positions. That's how futures brokers are configured by default. Also even after this "massive drain" we're still higher than the last decade's average inventory. By a lot. I've traded metals for [--] years seen a lot of crazy stuff. I think a mountain is being made out of a mole hill"  
[X Link](https://x.com/Mayhem4Markets/status/2023117606442717255)  2026-02-15T19:29Z 252.5K followers, [---] engagements


"We have far too much debt. I've said for years that the rate of growth is unsustainable. That was initially met with criticism and ridicule then many ignored it and now it's being accepted as the base case. Bank of America shared this chart claiming that the US national debt is set to rise by $2.4 trillion a year over the next decade to a staggering $64 trillion. Why does this matter Because there's no way you engage in this level of deficit spending without significant debasement of the underlying currency. In this case that's the US dollar. The purchasing power will only collapse further"  
[X Link](https://x.com/Mayhem4Markets/status/2023120159599202426)  2026-02-15T19:40Z 252.5K followers, 11.9K engagements


"@XOPYC6 Fair point but $WMT and $KO are hardly the only defensive stocks out there. On the other side of the coin there's $GIS trading at a NTM PE of [-----]. Many others like it too"  
[X Link](https://x.com/Mayhem4Markets/status/2023134979765768678)  2026-02-15T20:39Z 252.4K followers, [--] engagements


"CTAs hate the dollar. Their estimated exposure is near multi-year lows. While they aren't a big part of the foreign exchange market it's still worth noting that there are multiple areas of maximal dollar bearishness showing up in sentiment flows and positioning. This tells me that we could still see a push to bid the dollar from here particularly as it challenges a decade+ uptrend line. Often those long-term trends take quite a bit of pressure to break meaningfully. Chart: @Nomura https://twitter.com/i/web/status/2023148311021326352 https://twitter.com/i/web/status/2023148311021326352"  
[X Link](https://x.com/Mayhem4Markets/status/2023148311021326352)  2026-02-15T21:32Z 252.5K followers, [----] engagements


"@UN @UNFPA this is such a gross misrepresentation that it's making a parody of the UN 🫠"  
[X Link](https://x.com/Mayhem4Markets/status/2023151178390069633)  2026-02-15T21:43Z 252.5K followers, [----] engagements


"@rev_cap Both parties serve corporate interests over their own constituents. It's such a consistent trend that much of the rest of what each party does is more about divide and conquer than anything else"  
[X Link](https://x.com/Mayhem4Markets/status/2023153042963517476)  2026-02-15T21:50Z 252.5K followers, [---] engagements


"@ballpointdisco The new arms race is density of intelligence rather than sheer scale"  
[X Link](https://x.com/Mayhem4Markets/status/2023153416399147303)  2026-02-15T21:52Z 252.5K followers, [---] engagements


"Remember that one time a duct-taped banana sold for $6.2 million 🫠"  
[X Link](https://x.com/Mayhem4Markets/status/2023155333590389024)  2026-02-15T21:59Z 252.5K followers, [----] engagements


"Narratives change and evolve. AI is no different. In prior quarters we kept hearing mentions of AI and how much it is expected to help companies increase productivity. Now we're hearing more and more about AI disruption to businesses. The SaaS space also experienced its worst rolling six month returns ever. Exceeding the Dot Com bust. I do think that we're going into extremes pricing in the fear of disruption to a lot of companies. Some of the disruption is real and will accelerate over time. But there's also an increasingly fear-driven reflex to simply discount stocks because of an"  
[X Link](https://x.com/Mayhem4Markets/status/2023159014377345155)  2026-02-15T22:14Z 252.5K followers, [----] engagements


"@AaFarmerAa Ahahahaha"  
[X Link](https://x.com/Mayhem4Markets/status/2023163099088318738)  2026-02-15T22:30Z 252.5K followers, [---] engagements


"Burry is really going out of his way to prove that he doesn't understand tech. It's unfortunate. He's not a stupid person. He has written a fair amount of insightful content in the past. But this and the GME long thesis are both incredibly unfortunate displays of Dunning-Kruger effected logic. Then to block every attempt at discourse just shows that there is no real foundation behind the short thesis. If there was he'd be glad to demonstrate just how strong it is. But it's not. If anything he doesn't even understand the company or AI. I hope he takes some time to learn about this space. It's"  
[X Link](https://x.com/Mayhem4Markets/status/2023183779955720553)  2026-02-15T23:52Z 252.5K followers, [----] engagements


"@GordianKnotDev Yeah going back two+ years to dig up dirt. You can find unethical activities from just about every company out there. If ethics define investing then the S&P [---] is off limits. Sad to say but it's true"  
[X Link](https://x.com/Mayhem4Markets/status/2023197223908262234)  2026-02-16T00:46Z 252.4K followers, [---] engagements


"@TheAhmadOsman Speed is definitely a big limiting factor on GLM-5"  
[X Link](https://x.com/Mayhem4Markets/status/2023282763529646381)  2026-02-16T06:26Z 252.5K followers, [----] engagements


"Qwen [---] just dropped from @Alibaba_Qwen. It's a 397B multimodal MoE LLM that competes with models 2-3x its size. The AI efficiency evolution continues to accelerate. We're seeing more and more evidence that sheer scale does not win this race. Instead density of intelligence is the most important metric. All of these developments are positive for AI as a whole. Demonstrating that smaller models can perform like their much larger peers. Driving down usage costs and increasing the availability of this technology at the same time"  
[X Link](https://x.com/Mayhem4Markets/status/2023413268954390537)  2026-02-16T15:04Z 252.5K followers, [----] engagements


"It's not VRAM. It's unified system memory and it's about 80% less memory bandwidth than what you'd see with a GPU that has DDR7 VRAM. That hits inference speeds. Also there's a lot less one can do on a Mac in terms of GenAI workloads. Image and video creation for example are extremely slow. https://twitter.com/i/web/status/2023415040531935483 https://twitter.com/i/web/status/2023415040531935483"  
[X Link](https://x.com/Mayhem4Markets/status/2023415040531935483)  2026-02-16T15:11Z 252.5K followers, [--] engagements


"@AJButton2 @Alibaba_Qwen 100%"  
[X Link](https://x.com/Mayhem4Markets/status/2023416501932532053)  2026-02-16T15:17Z 252.5K followers, [---] engagements


"The drawdown in COMEX silver inventory has gotten a lot of attention. But what about the sharp build before that Even after this decline we're still at inventory levels that are well above the average of the last decade. It's unlikely that the exchange struggles to meet demand. Particularly given that most futures and options on silver are from speculators that are not willing or able to take physical delivery. I'm still bullish on silver over the long-term but this shake out that we're seeing was overdue. Speculation got very lopsided on the long side as seen in options skew and ETF flows."  
[X Link](https://x.com/Mayhem4Markets/status/2023425901568917925)  2026-02-16T15:55Z 252.5K followers, 21.3K engagements


"No ounces traded because it's paper silver. We often see days where paper silver implied volumes exceed yearly production. But all that really illustrates is that we have a very actively traded market. Speculation in $SLV hit a point where it traded $32B in a day which is more than $SPY ($24B) or $NVDA ($16B). That was a pretty clear sign of retail excess"  
[X Link](https://x.com/Mayhem4Markets/status/2023431710520578266)  2026-02-16T16:18Z 252.5K followers, [---] engagements


"Investors are increasingly nervous about growth and tech. We can see it in the price action but it's also showing up in other places. One of those is rising hedging activity in the NASDAQ [---] as evidenced by rising put skew. This is downside protection that sophisticated investors put on as they perceive rising risks. Single stock skew remains relatively complacent in comparison. Chart via @GoldmanSachs"  
[X Link](https://x.com/Mayhem4Markets/status/2023579783641080077)  2026-02-17T02:06Z 252.5K followers, [----] engagements


"Wow. Hedge funds are smashing the buy button on Asian stocks. These are the biggest inflows in years. 🤑 International markets continue to see a lot of interest. Via @GoldmanSachs"  
[X Link](https://x.com/Mayhem4Markets/status/2023595360917078269)  2026-02-17T03:08Z 252.5K followers, [----] engagements


"Maybe @Amazon shouldn't have fired all those engineers @awscloud is down. Again. That's the third time in about two weeks 🥲"  
[X Link](https://x.com/Mayhem4Markets/status/1984760121830867028)  2025-11-01T23:11Z 252.4K followers, 361.6K engagements


"@saylor You have no Strategy"  
[X Link](https://x.com/Mayhem4Markets/status/2019428695380041812)  2026-02-05T15:11Z 252.5K followers, 39.7K engagements


"Why bother tuning into $MSTR's earnings call tonight when you can watch it right here before it happens 🤣"  
[X Link](https://x.com/Mayhem4Markets/status/2019477775388750117)  2026-02-05T18:26Z 252.5K followers, 150.4K engagements


"Guess what's bouncing back today Small caps. Outperforming their large cap counterparts across value core and growth gains. Mid caps are not too far behind. Large caps are underperforming but the value bid is certainly worth noting. Rotation rotation rotation. 🕺"  
[X Link](https://x.com/Mayhem4Markets/status/2022367159490330870)  2026-02-13T17:47Z 252.4K followers, [----] engagements


"Market sure doesn't feel very risk-on ahead of the long weekend"  
[X Link](https://x.com/Mayhem4Markets/status/2022407551783178689)  2026-02-13T20:28Z 252.4K followers, [----] engagements


"Creepy and terrible"  
[X Link](https://x.com/Mayhem4Markets/status/2022534558441169178)  2026-02-14T04:53Z 252.4K followers, [----] engagements

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