[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.] #  @Ocevcims Top analysts Top analysts posts on X about stocks, $barcl, inflation, china the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1108790648/interactions)  ### Mentions: XX [#](/creator/twitter::1108790648/posts_active)  ### Followers: XXXXX [#](/creator/twitter::1108790648/followers)  ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1108790648/influencer_rank)  ### Social Influence [#](/creator/twitter::1108790648/influence) --- **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) [countries](/list/countries) [exchanges](/list/exchanges) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) **Social topic influence** [stocks](/topic/stocks), [$barcl](/topic/$barcl) #136, [inflation](/topic/inflation), [china](/topic/china), [cuts](/topic/cuts) #1603, [oracle](/topic/oracle) #968, [$100b](/topic/$100b) #82, [$hsbc](/topic/$hsbc) #138, [open ai](/topic/open-ai), [eps](/topic/eps) #343 **Top assets mentioned** [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Block, Inc. (SQ)](/topic/block-inc) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts [#](/creator/twitter::1108790648/posts) --- Top posts by engagements in the last XX hours "ChatGPT 📈 U.S. Stocks: Short-term dip AI-led bull market continues. 🤖 AI deals: $100B+ orders spark bubble concerns. 📊 Indicators: Bull momentum strong reversal unlikely. 💡 Goldman: Tech growth fundamentals-driven not a dotcom bubble" [X Link](https://x.com/Ocevcims/status/1979562092161302821) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T14:55Z 1148 followers, XX engagements "🏦 Feds Collins: ⚠ Inflation contained jobs at risk 💡 Policy cautiously normalized mildly restrictive to control inflation" [X Link](https://x.com/Ocevcims/status/1979580483811070120) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T16:09Z 1150 followers, X engagements "📉 Trade War Fears Bank Troubles AI Bubble Jitters U.S. stocks face the sharpest turbulence since April as once-hot trades cool. 📊 Weekly View: Major indexes rebounded but nerves stay high with traders bracing for lasting volatility" [X Link](https://x.com/Ocevcims/status/1979548454075674642) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T14:01Z 1149 followers, XX engagements "📊 Securities App Rankings (Sep 2025): Analysys Qianfan reports stable top XX. X apps exceed 10M MAU XX apps 6M all top XX 1M. Top XX stable: Huatai Securities ZhuLeCaiFuTong leads with 11.95M MAU closing gap with DaZhiHui (12.71M). Guotai Haitong JunHong hits 10.29M MAU" [X Link](https://x.com/Ocevcims/status/1979557246419013845) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T14:36Z 1149 followers, XX engagements "✦ Deutsche Bank: Japan Politics & Markets ✦ 🏛 Main goal: prevent LDP internal revolt + attract independents. 📈 If LDP wins simple majority new PM government more stable. 💰 Sanae Takaichi seen as fiscally moderate vs. predecessor" [X Link](https://x.com/Ocevcims/status/1979892235178221998) [@Ocevcims](/creator/x/Ocevcims) 2025-10-19T12:47Z 1149 followers, XX engagements "✦ HSBC on Nvidia ✦ 💹 FY27 data center revenue could reach $390B EPS $XXXX in optimistic scenario. ⚡ AI GPU deals (Stargate + OpenAI 18.3GW) potential revenue $251400B. 🌐 AI GPU TAM expanding beyond hyperscalers sustained profit growth. ✦ KB Securities on Samsung ✦" [X Link](https://x.com/Ocevcims/status/1979892855704637731) [@Ocevcims](/creator/x/Ocevcims) 2025-10-19T12:50Z 1149 followers, XX engagements "✦ HSBC on Nvidia (NVDA) ✦ 🚀 Rating : Buy Target: $XXX (Wall Street high) 💹 FY27 data center revenue $351B (+36% vs $258B consensus) 💰 FY27 EPS $XXXX vs $XXXX consensus 🌏 China exports not included; potential US-China deal may unlock demand" [X Link](https://x.com/Ocevcims/status/1979894038003384498) [@Ocevcims](/creator/x/Ocevcims) 2025-10-19T12:54Z 1149 followers, XX engagements "ChatGPT 🛢 Oil Update: Brent fell from $XXXXX $XXXXX WTI $XXXXX $XXXXX hitting 5+ month lows. ⚠ Drivers: U.S.-China trade tensions eased geopolitical risks IEA supply surplus warnings; global slowdown & rising inventories weigh on sentiment" [X Link](https://x.com/Ocevcims/status/1979558995070484915) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T14:43Z 1148 followers, XX engagements "💹 Silver & Gold (Fri) ⚡ Silver: -XXXX% intraday -X% near $54.48/oz 📉 Gold: -XXX% to $4220 🔹 Drivers: Eased US-China trade worries rising rates profit-taking weaker safe-haven demand" [X Link](https://x.com/Ocevcims/status/1979570964095742135) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T15:31Z 1149 followers, XX engagements "📈 Block Inc. (NYSE: XYZ) InvestingPro Case 💹 Price: $XXXXX $XXXXX (+62% since May 2025) 💡 Fundamentals: Revenue $2.39B EBITDA $159M EPS $XXXX 📊 Fair value analysis: XX% upside; highlights early detection of undervalued stocks" [X Link](https://x.com/Ocevcims/status/1979574736394010837) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T15:46Z 1148 followers, XX engagements "📊 ARK ETF Portfolio Update (Oct XX 2025) 🔹 Key move: Bought 9386 shares of Deere (NYSE: DE) via ARKQ & ARKX totaling $4.29M 📈 Impact: Increased funds stake in agriculture & construction machinery giant following earlier small purchases 💡 Strategy: Reflects ARKs dynamic" [X Link](https://x.com/Ocevcims/status/1979575558859264339) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T15:49Z 1148 followers, XX engagements "✦X ✦ Gold Outlook ✦ 📈 Mid/long-term bullish: rate cuts geopolitics fiscal deficits. ⚠ Short-term surge may weaken narrative; ETF inflows rise as equities wobble. 🔥 Overheated signals: high IV crowded trades. 💡 Still under-allocated vs 1980s" [X Link](https://x.com/Ocevcims/status/1979895244046184832) [@Ocevcims](/creator/x/Ocevcims) 2025-10-19T12:59Z 1148 followers, XX engagements "Europe enters Q3 earnings season optimism curbed by high valuations and macro risks. 📊 Barclays: Earnings key as XX% of Stoxx XXX reports soon. ⚖ Flat Europe EPS vs +8% U.S. but PMIs and GDP hint at upside" [X Link](https://x.com/Ocevcims/status/1979540308099756132) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T13:29Z 1151 followers, XX engagements "ChatGPT 💡 Earnings: Oracle raises AI-driven guidance; CSX profits beat despite decline; Micron may halt China chip sales; gold hits record highs. 📉 Futures: Dow XXX (1.2%) S&P500 XX (1.5%) Nasdaq100 XXX (1.5%) on regional bank credit concerns" [X Link](https://x.com/Ocevcims/status/1979556389942071699) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T14:33Z 1151 followers, XX engagements "ChatGPT 💹 Forex Market Highlights This Week 💥 Dollar Index: Fell XXX% amid volatile trade tensions shifting from rebound to steady decline. ⚖ Investor sentiment: Swung between optimism on easing trade and tariff fears. Safe-havens: CHF & JPY strengthened EUR: +0.28%" [X Link](https://x.com/Ocevcims/status/1979560287897583977) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T14:48Z 1150 followers, XX engagements "📈 Markets Valuation-Driven 💹 PE: Europe 14.5x vs U.S. 23x; 2026 outlook pressured ⚠ Barclays: Weak earnings ignored less buffer 📊 EPS: Consensus +12% Barclays X% cuts possible 🔄 Cyclicals: +8% vs defensives re-rating-led 💡 Top sectors: Aerospace Mining Capital" [X Link](https://x.com/Ocevcims/status/1979565506475721152) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T15:09Z 1151 followers, XX engagements "💰 UBS Gold Outlook 📈 Gold: +60% YTD consensus long; investors eye silver platinum miners; broad buying base no sustained downtrend; central bank demand supportive. 🏦 Gold Stocks (GDX): +100% YTD outperforming gold; valuations recovered free cash flow strong balance" [X Link](https://x.com/Ocevcims/status/1979568630221463915) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T15:21Z 1149 followers, XX engagements "🏦 BofA: Eurozone ⚠ Financial conditions tightened by FX & rate moves weighing on growth & inflation 📊 Activity weak surveys stagnant H1 2025 effects linger 💹 Inflation rise likely temporary; policy constrained 💡 ECB cut inevitable timing uncertain" [X Link](https://x.com/Ocevcims/status/1979571335635599750) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T15:32Z 1150 followers, XX engagements "📉 Wall Street Futures: Drop on bank worries & US-China trade tensions 💡 Highlights: Oracle AI boosts guidance CSX profits beat Micron halts China chip sales 📈 Gold: Hits new highs" [X Link](https://x.com/Ocevcims/status/1979577579935080746) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T15:57Z 1150 followers, XX engagements "🏦 Feds Waller on Reserves ⚠ Message: Fed has reached sufficient reserve levels limiting further balance sheet reduction 💬 Quote: After reducing bond holdings were basically at the level we believe is appropriate for the financial system" [X Link](https://x.com/Ocevcims/status/1979578239761920438) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T16:00Z 1152 followers, XX engagements "🏦 BofA: ECB QT Outlook 📉 Balance sheet: 6.4T 6.0T (2025) 5.8T (2026) 5.6T (2027) 💹 Euro money markets: Stable under passive QT" [X Link](https://x.com/Ocevcims/status/1979578876964786210) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T16:02Z 1152 followers, XX engagements "🏦 Fed Chair Powell ⚡ Outlook: Another 25bp cut expected later this month ⚠ Risk: Government shutdown hampers economic assessment 💬 Quote: Since Sept rate cut economic outlook unchanged with two more cuts anticipated this year" [X Link](https://x.com/Ocevcims/status/1979580658205999571) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T16:09Z 1151 followers, XX engagements "✦ Bernstein Report ✦ 💡 Two years into the AI boom semiconductor stocks are the clear winners. 📈 Sector value surged +253% vs. S&Ps +56%. 💰 2025 revenue forecasts XX% far ahead of others. 🔥 Overall: revenue +7.3% EBIT +23.3% net income +23.8% FCF +15% enterprise" [X Link](https://x.com/Ocevcims/status/1979891424603910564) [@Ocevcims](/creator/x/Ocevcims) 2025-10-19T12:44Z 1151 followers, XX engagements "⚠ U.S. Gov Shutdown Hits 3rd Week Key data on jobs and inflation delayed leaving the Fed without crucial indicators for rate decisions and adding uncertainty to the outlook for borrowing costs" [X Link](https://x.com/Ocevcims/status/1979555304737214804) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T14:28Z 1149 followers, XX engagements "💰 Oct PBOC Operation: 1.7T CNY outright reverse repos same as Jan much higher than other months. ⚖ Policy Stance: PBOC cautious on rate changes to avoid squeezing bank margins; favors liquidity tools to lower financing costs" [X Link](https://x.com/Ocevcims/status/1979557700909642084) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T14:38Z 1149 followers, XX engagements "📈 S&P XXX Forecasts: Deutsche Bank: Year-end target to 7000. BofA Barclays Wells Fargo: Also project 7000 by year-end/early next year. Current: Closed at 6629 (Thu). 🤖 Evercore ISI: AI-driven transformation could lift S&P XXX to 7750 by end-2026 XX% upside" [X Link](https://x.com/Ocevcims/status/1979563554098569216) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T15:01Z 1149 followers, XX engagements "ChatGPT 📉 UFP Technologies (NASDAQ: UFPT) ⚠ Overvalued: $XXXXXX $XXXXXX (-42%) 🏥 Profile: Medical devices; revenue $461.85M $588.56M 💡 Bearish case: Premium valuation insider selling supports decline 📊 InvestingPro: Flags top overvalued stocks" [X Link](https://x.com/Ocevcims/status/1979575085825753112) [@Ocevcims](/creator/x/Ocevcims) 2025-10-18T15:47Z 1149 followers, XX engagements "✦X ✦ Barclays on US AI CapEx ✦ 📊 AI capex by major US tech firms +1pp GDP growth in H1 2025. 💻 Focus: computer equipment software data centers (Amazon Microsoft Google Meta Nvidia)" [X Link](https://x.com/Ocevcims/status/1979893319313547411) [@Ocevcims](/creator/x/Ocevcims) 2025-10-19T12:52Z 1148 followers, XX engagements "✦ Barclays on AI CapEx & GDP ✦ 💰 Top X hyperscalers AI capex: $370B (2025) $510B (2027) (+30%). 📉 Growth slowing vs 202325 (6070% annualized). ⚡ AI-sensitive investment GDP contribution: 2025 +1.0pp 2026 +0.55pp 2027 +0.2pp" [X Link](https://x.com/Ocevcims/status/1979893629046108375) [@Ocevcims](/creator/x/Ocevcims) 2025-10-19T12:53Z 1148 followers, XX engagements "✦ AI Deals Update ✦ ⚡ AI sector booming; big chip & AI firms strike massive deals. 🤖 OpenAI: $300B Oracle deal + $100B Nvidia investment + AMD/Broadcom partnerships. 💼 Hyperscalers announce new H2 investments. 📊 Optimism for AI growth but many deals may be cyclical" [X Link](https://x.com/Ocevcims/status/1979894562094285124) [@Ocevcims](/creator/x/Ocevcims) 2025-10-19T12:57Z 1148 followers, XX engagements "✦ Shanghai A-Share Restructurings ✦ 🏢 Aikodi completes XX% acquisition of Zhuoerbo new shares registered Oct XX. 📈 Q3 sees multiple major asset restructurings boosting full-year earnings" [X Link](https://x.com/Ocevcims/status/1979895910609101303) [@Ocevcims](/creator/x/Ocevcims) 2025-10-19T13:02Z 1148 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Top analysts posts on X about stocks, $barcl, inflation, china the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance technology brands stocks countries exchanges currencies travel destinations
Social topic influence stocks, $barcl #136, inflation, china, cuts #1603, oracle #968, $100b #82, $hsbc #138, open ai, eps #343
Top assets mentioned HSBC Holdings PLC (HSBC) NVIDIA Corp. (NVDA) Block, Inc. (SQ) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL)
Top posts by engagements in the last XX hours
"ChatGPT 📈 U.S. Stocks: Short-term dip AI-led bull market continues. 🤖 AI deals: $100B+ orders spark bubble concerns. 📊 Indicators: Bull momentum strong reversal unlikely. 💡 Goldman: Tech growth fundamentals-driven not a dotcom bubble"
X Link @Ocevcims 2025-10-18T14:55Z 1148 followers, XX engagements
"🏦 Feds Collins: ⚠ Inflation contained jobs at risk 💡 Policy cautiously normalized mildly restrictive to control inflation"
X Link @Ocevcims 2025-10-18T16:09Z 1150 followers, X engagements
"📉 Trade War Fears Bank Troubles AI Bubble Jitters U.S. stocks face the sharpest turbulence since April as once-hot trades cool. 📊 Weekly View: Major indexes rebounded but nerves stay high with traders bracing for lasting volatility"
X Link @Ocevcims 2025-10-18T14:01Z 1149 followers, XX engagements
"📊 Securities App Rankings (Sep 2025): Analysys Qianfan reports stable top XX. X apps exceed 10M MAU XX apps 6M all top XX 1M. Top XX stable: Huatai Securities ZhuLeCaiFuTong leads with 11.95M MAU closing gap with DaZhiHui (12.71M). Guotai Haitong JunHong hits 10.29M MAU"
X Link @Ocevcims 2025-10-18T14:36Z 1149 followers, XX engagements
"✦ Deutsche Bank: Japan Politics & Markets ✦ 🏛 Main goal: prevent LDP internal revolt + attract independents. 📈 If LDP wins simple majority new PM government more stable. 💰 Sanae Takaichi seen as fiscally moderate vs. predecessor"
X Link @Ocevcims 2025-10-19T12:47Z 1149 followers, XX engagements
"✦ HSBC on Nvidia ✦ 💹 FY27 data center revenue could reach $390B EPS $XXXX in optimistic scenario. ⚡ AI GPU deals (Stargate + OpenAI 18.3GW) potential revenue $251400B. 🌐 AI GPU TAM expanding beyond hyperscalers sustained profit growth. ✦ KB Securities on Samsung ✦"
X Link @Ocevcims 2025-10-19T12:50Z 1149 followers, XX engagements
"✦ HSBC on Nvidia (NVDA) ✦ 🚀 Rating : Buy Target: $XXX (Wall Street high) 💹 FY27 data center revenue $351B (+36% vs $258B consensus) 💰 FY27 EPS $XXXX vs $XXXX consensus 🌏 China exports not included; potential US-China deal may unlock demand"
X Link @Ocevcims 2025-10-19T12:54Z 1149 followers, XX engagements
"ChatGPT 🛢 Oil Update: Brent fell from $XXXXX $XXXXX WTI $XXXXX $XXXXX hitting 5+ month lows. ⚠ Drivers: U.S.-China trade tensions eased geopolitical risks IEA supply surplus warnings; global slowdown & rising inventories weigh on sentiment"
X Link @Ocevcims 2025-10-18T14:43Z 1148 followers, XX engagements
"💹 Silver & Gold (Fri) ⚡ Silver: -XXXX% intraday -X% near $54.48/oz 📉 Gold: -XXX% to $4220 🔹 Drivers: Eased US-China trade worries rising rates profit-taking weaker safe-haven demand"
X Link @Ocevcims 2025-10-18T15:31Z 1149 followers, XX engagements
"📈 Block Inc. (NYSE: XYZ) InvestingPro Case 💹 Price: $XXXXX $XXXXX (+62% since May 2025) 💡 Fundamentals: Revenue $2.39B EBITDA $159M EPS $XXXX 📊 Fair value analysis: XX% upside; highlights early detection of undervalued stocks"
X Link @Ocevcims 2025-10-18T15:46Z 1148 followers, XX engagements
"📊 ARK ETF Portfolio Update (Oct XX 2025) 🔹 Key move: Bought 9386 shares of Deere (NYSE: DE) via ARKQ & ARKX totaling $4.29M 📈 Impact: Increased funds stake in agriculture & construction machinery giant following earlier small purchases 💡 Strategy: Reflects ARKs dynamic"
X Link @Ocevcims 2025-10-18T15:49Z 1148 followers, XX engagements
"✦X ✦ Gold Outlook ✦ 📈 Mid/long-term bullish: rate cuts geopolitics fiscal deficits. ⚠ Short-term surge may weaken narrative; ETF inflows rise as equities wobble. 🔥 Overheated signals: high IV crowded trades. 💡 Still under-allocated vs 1980s"
X Link @Ocevcims 2025-10-19T12:59Z 1148 followers, XX engagements
"Europe enters Q3 earnings season optimism curbed by high valuations and macro risks. 📊 Barclays: Earnings key as XX% of Stoxx XXX reports soon. ⚖ Flat Europe EPS vs +8% U.S. but PMIs and GDP hint at upside"
X Link @Ocevcims 2025-10-18T13:29Z 1151 followers, XX engagements
"ChatGPT 💡 Earnings: Oracle raises AI-driven guidance; CSX profits beat despite decline; Micron may halt China chip sales; gold hits record highs. 📉 Futures: Dow XXX (1.2%) S&P500 XX (1.5%) Nasdaq100 XXX (1.5%) on regional bank credit concerns"
X Link @Ocevcims 2025-10-18T14:33Z 1151 followers, XX engagements
"ChatGPT 💹 Forex Market Highlights This Week 💥 Dollar Index: Fell XXX% amid volatile trade tensions shifting from rebound to steady decline. ⚖ Investor sentiment: Swung between optimism on easing trade and tariff fears. Safe-havens: CHF & JPY strengthened EUR: +0.28%"
X Link @Ocevcims 2025-10-18T14:48Z 1150 followers, XX engagements
"📈 Markets Valuation-Driven 💹 PE: Europe 14.5x vs U.S. 23x; 2026 outlook pressured ⚠ Barclays: Weak earnings ignored less buffer 📊 EPS: Consensus +12% Barclays X% cuts possible 🔄 Cyclicals: +8% vs defensives re-rating-led 💡 Top sectors: Aerospace Mining Capital"
X Link @Ocevcims 2025-10-18T15:09Z 1151 followers, XX engagements
"💰 UBS Gold Outlook 📈 Gold: +60% YTD consensus long; investors eye silver platinum miners; broad buying base no sustained downtrend; central bank demand supportive. 🏦 Gold Stocks (GDX): +100% YTD outperforming gold; valuations recovered free cash flow strong balance"
X Link @Ocevcims 2025-10-18T15:21Z 1149 followers, XX engagements
"🏦 BofA: Eurozone ⚠ Financial conditions tightened by FX & rate moves weighing on growth & inflation 📊 Activity weak surveys stagnant H1 2025 effects linger 💹 Inflation rise likely temporary; policy constrained 💡 ECB cut inevitable timing uncertain"
X Link @Ocevcims 2025-10-18T15:32Z 1150 followers, XX engagements
"📉 Wall Street Futures: Drop on bank worries & US-China trade tensions 💡 Highlights: Oracle AI boosts guidance CSX profits beat Micron halts China chip sales 📈 Gold: Hits new highs"
X Link @Ocevcims 2025-10-18T15:57Z 1150 followers, XX engagements
"🏦 Feds Waller on Reserves ⚠ Message: Fed has reached sufficient reserve levels limiting further balance sheet reduction 💬 Quote: After reducing bond holdings were basically at the level we believe is appropriate for the financial system"
X Link @Ocevcims 2025-10-18T16:00Z 1152 followers, XX engagements
"🏦 BofA: ECB QT Outlook 📉 Balance sheet: 6.4T 6.0T (2025) 5.8T (2026) 5.6T (2027) 💹 Euro money markets: Stable under passive QT"
X Link @Ocevcims 2025-10-18T16:02Z 1152 followers, XX engagements
"🏦 Fed Chair Powell ⚡ Outlook: Another 25bp cut expected later this month ⚠ Risk: Government shutdown hampers economic assessment 💬 Quote: Since Sept rate cut economic outlook unchanged with two more cuts anticipated this year"
X Link @Ocevcims 2025-10-18T16:09Z 1151 followers, XX engagements
"✦ Bernstein Report ✦ 💡 Two years into the AI boom semiconductor stocks are the clear winners. 📈 Sector value surged +253% vs. S&Ps +56%. 💰 2025 revenue forecasts XX% far ahead of others. 🔥 Overall: revenue +7.3% EBIT +23.3% net income +23.8% FCF +15% enterprise"
X Link @Ocevcims 2025-10-19T12:44Z 1151 followers, XX engagements
"⚠ U.S. Gov Shutdown Hits 3rd Week Key data on jobs and inflation delayed leaving the Fed without crucial indicators for rate decisions and adding uncertainty to the outlook for borrowing costs"
X Link @Ocevcims 2025-10-18T14:28Z 1149 followers, XX engagements
"💰 Oct PBOC Operation: 1.7T CNY outright reverse repos same as Jan much higher than other months. ⚖ Policy Stance: PBOC cautious on rate changes to avoid squeezing bank margins; favors liquidity tools to lower financing costs"
X Link @Ocevcims 2025-10-18T14:38Z 1149 followers, XX engagements
"📈 S&P XXX Forecasts: Deutsche Bank: Year-end target to 7000. BofA Barclays Wells Fargo: Also project 7000 by year-end/early next year. Current: Closed at 6629 (Thu). 🤖 Evercore ISI: AI-driven transformation could lift S&P XXX to 7750 by end-2026 XX% upside"
X Link @Ocevcims 2025-10-18T15:01Z 1149 followers, XX engagements
"ChatGPT 📉 UFP Technologies (NASDAQ: UFPT) ⚠ Overvalued: $XXXXXX $XXXXXX (-42%) 🏥 Profile: Medical devices; revenue $461.85M $588.56M 💡 Bearish case: Premium valuation insider selling supports decline 📊 InvestingPro: Flags top overvalued stocks"
X Link @Ocevcims 2025-10-18T15:47Z 1149 followers, XX engagements
"✦X ✦ Barclays on US AI CapEx ✦ 📊 AI capex by major US tech firms +1pp GDP growth in H1 2025. 💻 Focus: computer equipment software data centers (Amazon Microsoft Google Meta Nvidia)"
X Link @Ocevcims 2025-10-19T12:52Z 1148 followers, XX engagements
"✦ Barclays on AI CapEx & GDP ✦ 💰 Top X hyperscalers AI capex: $370B (2025) $510B (2027) (+30%). 📉 Growth slowing vs 202325 (6070% annualized). ⚡ AI-sensitive investment GDP contribution: 2025 +1.0pp 2026 +0.55pp 2027 +0.2pp"
X Link @Ocevcims 2025-10-19T12:53Z 1148 followers, XX engagements
"✦ AI Deals Update ✦ ⚡ AI sector booming; big chip & AI firms strike massive deals. 🤖 OpenAI: $300B Oracle deal + $100B Nvidia investment + AMD/Broadcom partnerships. 💼 Hyperscalers announce new H2 investments. 📊 Optimism for AI growth but many deals may be cyclical"
X Link @Ocevcims 2025-10-19T12:57Z 1148 followers, XX engagements
"✦ Shanghai A-Share Restructurings ✦ 🏢 Aikodi completes XX% acquisition of Zhuoerbo new shares registered Oct XX. 📈 Q3 sees multiple major asset restructurings boosting full-year earnings"
X Link @Ocevcims 2025-10-19T13:02Z 1148 followers, XX engagements
/creator/x::Ocevcims