[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.] #  @PatientWealth theconsistentinvestor theconsistentinvestor posts on X about inflation, tariffs, playbook, staples the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1901253070857613312/interactions)  - X Week XXX +79% - X Month XXXXX +262% ### Mentions: XX [#](/creator/twitter::1901253070857613312/posts_active)  ### Followers: XXX [#](/creator/twitter::1901253070857613312/followers)  - X Week XXX +11% - X Month XXX +19% ### CreatorRank: undefined [#](/creator/twitter::1901253070857613312/influencer_rank)  ### Social Influence [#](/creator/twitter::1901253070857613312/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) **Social topic influence** [inflation](/topic/inflation), [tariffs](/topic/tariffs), [playbook](/topic/playbook), [staples](/topic/staples), [automation](/topic/automation), [taiwan](/topic/taiwan), [trade war](/topic/trade-war), [stocks](/topic/stocks), [money](/topic/money), [vix](/topic/vix) **Top assets mentioned** [Boeing Co (BA)](/topic/$ba) [General Dynamics Corporation (GD)](/topic/$gd) [CACI INTERNATIONAL CLA (CACI)](/topic/$caci) [Southern Co (SO)](/topic/$so) [Johnson & Johnson (JNJ)](/topic/$jnj) [Procter & Gamble (PG)](/topic/$pg) [Coca-Cola Co (KO)](/topic/$ko) [Pfizer, Inc. (PFE)](/topic/$pfe) [Walmart, Inc. (WMT)](/topic/$wmt) [Costco Hot Dog (COST)](/topic/$cost) [NextEra Energy Inc (NEE)](/topic/$nee) [Extra Space Storage, Inc. (EXR)](/topic/$exr) [United Parcel Service, Inc. (UPS)](/topic/$ups) [FedEx Corporation (FDX)](/topic/$fdx) [Prologis Inc (PLD)](/topic/$pld) [Rockwell Automation (ROK)](/topic/$rok) [Energy Web Token (EWT)](/topic/$ewt) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Steel Dynamics, Inc. (STLD)](/topic/$stld) [Deere & Company (DE)](/topic/$de) [CatCoin (CAT)](/topic/$cat) [Emerson Electric Co. (EMR)](/topic/$emr) [Heroes of NFT (HON)](/topic/$hon) [Nucor, Corp. (NUE)](/topic/$nue) [American Water Works Company, Inc. (AWK)](/topic/$awk) [Convex Finance (CVX)](/topic/$cvx) [Exxon Mobil (XOM)](/topic/$xom) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [A3S Protocol (AA)](/topic/$aa) [ADAMANT Messenger (ADM)](/topic/$adm) [Bunge, Ltd. (BG)](/topic/$bg) [All Will Retire (AWR)](/topic/$awr) ### Top Social Posts [#](/creator/twitter::1901253070857613312/posts) --- Top posts by engagements in the last XX hours "3/15 - The Historical Playbook Previous tariff cycles created these patterns: 📈 2018-2019: Domestic steel +47% while importers -XX% 📈 1930s: Agricultural equipment makers outperformed 📈 1980s: Auto parts suppliers beat OEMs 📈 2002: Solar panel manufacturers surged The pattern: Protection creates domestic champions"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946487644671615326) 2025-07-19 08:29:53 UTC XXX followers, XX engagements "@BowTiedBull 4/15 Current market positioning tells the story: - VIX remains elevated despite new highs - Put/call ratios show defensive positioning - Cash levels at institutions are above average - "Buy the dip" crowd is waiting with dry powder Classic setup for a pain trade higher"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946860277691027497) 2025-07-20 09:10:35 UTC XXX followers, XX engagements "12/15: 🏭 PLAY #10: GOVERNMENT CONTRACTORS The bill creates a 4-year procurement supercycle. Prime contractors already positioning: $BA (Boeing) - Transportation $GD (General Dynamics) - IT systems $CACI (CACI International) - Border tech These are 20-40% government revenue companies"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1941778598446149994) 2025-07-06 08:37:49 UTC XXX followers, XX engagements "@BoomerDivvies It's a slippery slope for sure I struggle with this sometimes and it's a fine balancing act between the occasional splurge and all out saving"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946637480582586603) 2025-07-19 18:25:16 UTC XXX followers, XX engagements "8/15 - Category 4: Pricing Power Players Brands that can pass inflation through to consumers: 🥤 Consumer Staples: $KO $PG (pricing power moats) 🏥 Healthcare: $JNJ $PFE (inelastic demand) 🏪 Discount Retail: $WMT $COST (volume benefits) 🔌 Utilities: $NEE $SO (regulated price increases)"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946488186638643376) 2025-07-19 08:32:02 UTC XXX followers, XX engagements "12/15 - The Risk Management Angle How to play this without getting burned: ✅ Diversify: Don't go all-in on one theme ✅ Quality: Focus on companies with strong fundamentals ✅ Timing: Scale in gradually as themes develop ✅ Hedging: Balance with global exposure"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946488654521585770) 2025-07-19 08:33:53 UTC XXX followers, XX engagements "6/15 - Category 2: Supply Chain Reshoring The "near-shoring" and "friend-shoring" mega-trend: 🚚 Logistics: $FDX $UPS (domestic shipping surge) 🏗 Industrial REITs: $PLD $EXR (warehouse demand) 🏭 Automation: $ROK $ABB (replacing cheap labor) Mexico plays: $EWW (USMCA beneficiary)"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946487976554299606) 2025-07-19 08:31:12 UTC XXX followers, XX engagements "@heyrarebot I feel the same way too I try to think of it as gradually replacing parts of my expenses (e.g phone bill Netflix etc.) to keep the motivation up. We'll all get there"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946945993536086027) 2025-07-20 14:51:12 UTC XXX followers, XX engagements "9/15 - Category 5: Trade War Beneficiaries Countries and regions that benefit from US-China tensions: Vietnam: $VNM (manufacturing shift) India: $INDA (tech services alternative) South Korea: $EWY (semiconductor ally) Taiwan: $EWT (chip manufacturing) Geographic arbitrage plays"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946488295480774965) 2025-07-19 08:32:28 UTC XXX followers, XXX engagements "3/12 - 🎯 THE DARK HORSE: Taiwan Semiconductor - $TSM Current market cap: $1.2T While everyone fights over AI software and chips $TSM controls the ENTIRE supply chain. They manufacture XX% of the world's most advanced semiconductors. No TSM = No AI revolution. Period"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1942286647153864912) 2025-07-07 18:16:37 UTC XXX followers, XX engagements "@BowTiedBull 5/15 Here's the psychology trap: - Retail: "Markets are too high; I'll wait for a dip." - Institutions: "Valuations are stretched; we're underweight." - Hedge funds: "This rally is unsustainable; we're net short." Market: "Hold my beer." 🍺"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946860551285379183) 2025-07-20 09:11:41 UTC XXX followers, XX engagements "5/15 - Category 1: Domestic Substitutes When imports get expensive domestic alternatives shine: 🏭 Manufacturing: $CAT $DE (equipment vs. Chinese imports) 🔧 Industrial: $EMR $HON (automation vs. labor arbitrage) 🛠 Materials: $NUE $STLD (steel vs. foreign competition) These aren't just stocks. They're policy hedges"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946487864427991151) 2025-07-19 08:30:45 UTC XXX followers, XX engagements "2/15 - The Obvious vs. The Opportunity What everyone sees: ❌ Tariffs = higher costs ❌ Higher costs = inflation ❌ Inflation = bad for stocks What smart money sees: ✅ Trade barriers = domestic advantage ✅ Supply chain shifts = new winners ✅ Policy uncertainty = mispricing opportunities"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946487484751425592) 2025-07-19 08:29:15 UTC XXX followers, XX engagements "14/15 - The Bottom Line Tariffs aren't just about 0.1pp inflation. They're about: - Massive capital reallocation - Supply chain transformation - Geopolitical investment themes - Domestic vs. international arbitrage The real money is in the second-order effects"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946488883241165146) 2025-07-19 08:34:48 UTC XXX followers, XX engagements "11/15 - The Contrarian Timing Why now is the opportunity: 😨 Market: Focused on tariff negatives 📉 Valuations: Many domestic plays undervalued 🏛 Policy: Trade protection likely to accelerate Timing: Before the theme becomes obvious Fear creates the best entry points"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946488543968198905) 2025-07-19 08:33:27 UTC XXX followers, XX engagements "4/15 - The X Indirect Winner Categories X Domestic Substitutes: Companies that replace imports X Supply Chain Reshoring: Logistics and manufacturing X Input Cost Hedgers: Natural resource plays X Pricing Power Players: Brands that can pass costs through X Trade War Beneficiaries: Countries/companies filling gaps"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946487750758383904) 2025-07-19 08:30:18 UTC XXX followers, XX engagements "15/15 - The Action Plan Your tariff playbook: X Identify: Which of your holdings are import-dependent X Research: Domestic alternatives in those sectors X Position: Gradually build exposure to beneficiaries X Monitor: Policy developments and supply chain data"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946488999968747821) 2025-07-19 08:35:16 UTC XXX followers, XX engagements "10/15 - The Inflation Hedge Angle If tariffs do add inflation these sectors historically outperform: 📊 Real Assets: REITs commodities infrastructure 📊 Pricing Power: Utilities consumer staples healthcare 📊 Float Beneficiaries: Banks insurance (rising rates) 📊 Hard Assets: Energy materials agriculture"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946488402590716020) 2025-07-19 08:32:53 UTC XXX followers, XX engagements "7/15 - Category 3: Input Cost Hedgers Companies that benefit from commodity price volatility: ⚡ Energy: $XOM $CVX (energy independence theme) 🥇 Metals: $FCX $AA (domestic resource advantage) 🌾 Agriculture: $ADM $BG (food security plays) 💧 Water: $AWK $AWR (infrastructure necessity)"  [@PatientWealth](/creator/x/PatientWealth) on [X](/post/tweet/1946488070565679356) 2025-07-19 08:31:34 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@PatientWealth theconsistentinvestor
theconsistentinvestor posts on X about inflation, tariffs, playbook, staples the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXX +79%
- X Month XXXXX +262%
Mentions: XX #
Followers: XXX #
- X Week XXX +11%
- X Month XXX +19%
CreatorRank: undefined #
Social Influence #
Social category influence finance stocks cryptocurrencies countries
Social topic influence inflation, tariffs, playbook, staples, automation, taiwan, trade war, stocks, money, vix
Top assets mentioned Boeing Co (BA) General Dynamics Corporation (GD) CACI INTERNATIONAL CLA (CACI) Southern Co (SO) Johnson & Johnson (JNJ) Procter & Gamble (PG) Coca-Cola Co (KO) Pfizer, Inc. (PFE) Walmart, Inc. (WMT) Costco Hot Dog (COST) NextEra Energy Inc (NEE) Extra Space Storage, Inc. (EXR) United Parcel Service, Inc. (UPS) FedEx Corporation (FDX) Prologis Inc (PLD) Rockwell Automation (ROK) Energy Web Token (EWT) Taiwan Semiconductor (TSM) Steel Dynamics, Inc. (STLD) Deere & Company (DE) CatCoin (CAT) Emerson Electric Co. (EMR) Heroes of NFT (HON) Nucor, Corp. (NUE) American Water Works Company, Inc. (AWK) Convex Finance (CVX) Exxon Mobil (XOM) Freeport-McMoRan Inc (FCX) A3S Protocol (AA) ADAMANT Messenger (ADM) Bunge, Ltd. (BG) All Will Retire (AWR)
Top Social Posts #
Top posts by engagements in the last XX hours
"3/15 - The Historical Playbook Previous tariff cycles created these patterns: 📈 2018-2019: Domestic steel +47% while importers -XX% 📈 1930s: Agricultural equipment makers outperformed 📈 1980s: Auto parts suppliers beat OEMs 📈 2002: Solar panel manufacturers surged The pattern: Protection creates domestic champions"
@PatientWealth on X 2025-07-19 08:29:53 UTC XXX followers, XX engagements
"@BowTiedBull 4/15 Current market positioning tells the story: - VIX remains elevated despite new highs - Put/call ratios show defensive positioning - Cash levels at institutions are above average - "Buy the dip" crowd is waiting with dry powder Classic setup for a pain trade higher" @PatientWealth on X 2025-07-20 09:10:35 UTC XXX followers, XX engagements
"12/15: 🏭 PLAY #10: GOVERNMENT CONTRACTORS The bill creates a 4-year procurement supercycle. Prime contractors already positioning: $BA (Boeing) - Transportation $GD (General Dynamics) - IT systems $CACI (CACI International) - Border tech These are 20-40% government revenue companies" @PatientWealth on X 2025-07-06 08:37:49 UTC XXX followers, XX engagements
"@BoomerDivvies It's a slippery slope for sure I struggle with this sometimes and it's a fine balancing act between the occasional splurge and all out saving" @PatientWealth on X 2025-07-19 18:25:16 UTC XXX followers, XX engagements
"8/15 - Category 4: Pricing Power Players Brands that can pass inflation through to consumers: 🥤 Consumer Staples: $KO $PG (pricing power moats) 🏥 Healthcare: $JNJ $PFE (inelastic demand) 🏪 Discount Retail: $WMT $COST (volume benefits) 🔌 Utilities: $NEE $SO (regulated price increases)" @PatientWealth on X 2025-07-19 08:32:02 UTC XXX followers, XX engagements
"12/15 - The Risk Management Angle How to play this without getting burned: ✅ Diversify: Don't go all-in on one theme ✅ Quality: Focus on companies with strong fundamentals ✅ Timing: Scale in gradually as themes develop ✅ Hedging: Balance with global exposure" @PatientWealth on X 2025-07-19 08:33:53 UTC XXX followers, XX engagements
"6/15 - Category 2: Supply Chain Reshoring The "near-shoring" and "friend-shoring" mega-trend: 🚚 Logistics: $FDX $UPS (domestic shipping surge) 🏗 Industrial REITs: $PLD $EXR (warehouse demand) 🏭 Automation: $ROK $ABB (replacing cheap labor) Mexico plays: $EWW (USMCA beneficiary)" @PatientWealth on X 2025-07-19 08:31:12 UTC XXX followers, XX engagements
"@heyrarebot I feel the same way too I try to think of it as gradually replacing parts of my expenses (e.g phone bill Netflix etc.) to keep the motivation up. We'll all get there" @PatientWealth on X 2025-07-20 14:51:12 UTC XXX followers, XX engagements
"9/15 - Category 5: Trade War Beneficiaries Countries and regions that benefit from US-China tensions: Vietnam: $VNM (manufacturing shift) India: $INDA (tech services alternative) South Korea: $EWY (semiconductor ally) Taiwan: $EWT (chip manufacturing) Geographic arbitrage plays" @PatientWealth on X 2025-07-19 08:32:28 UTC XXX followers, XXX engagements
"3/12 - 🎯 THE DARK HORSE: Taiwan Semiconductor - $TSM Current market cap: $1.2T While everyone fights over AI software and chips $TSM controls the ENTIRE supply chain. They manufacture XX% of the world's most advanced semiconductors. No TSM = No AI revolution. Period" @PatientWealth on X 2025-07-07 18:16:37 UTC XXX followers, XX engagements
"@BowTiedBull 5/15 Here's the psychology trap: - Retail: "Markets are too high; I'll wait for a dip." - Institutions: "Valuations are stretched; we're underweight." - Hedge funds: "This rally is unsustainable; we're net short." Market: "Hold my beer." 🍺" @PatientWealth on X 2025-07-20 09:11:41 UTC XXX followers, XX engagements
"5/15 - Category 1: Domestic Substitutes When imports get expensive domestic alternatives shine: 🏭 Manufacturing: $CAT $DE (equipment vs. Chinese imports) 🔧 Industrial: $EMR $HON (automation vs. labor arbitrage) 🛠 Materials: $NUE $STLD (steel vs. foreign competition) These aren't just stocks. They're policy hedges" @PatientWealth on X 2025-07-19 08:30:45 UTC XXX followers, XX engagements
"2/15 - The Obvious vs. The Opportunity What everyone sees: ❌ Tariffs = higher costs ❌ Higher costs = inflation ❌ Inflation = bad for stocks What smart money sees: ✅ Trade barriers = domestic advantage ✅ Supply chain shifts = new winners ✅ Policy uncertainty = mispricing opportunities" @PatientWealth on X 2025-07-19 08:29:15 UTC XXX followers, XX engagements
"14/15 - The Bottom Line Tariffs aren't just about 0.1pp inflation. They're about: - Massive capital reallocation - Supply chain transformation - Geopolitical investment themes - Domestic vs. international arbitrage The real money is in the second-order effects" @PatientWealth on X 2025-07-19 08:34:48 UTC XXX followers, XX engagements
"11/15 - The Contrarian Timing Why now is the opportunity: 😨 Market: Focused on tariff negatives 📉 Valuations: Many domestic plays undervalued 🏛 Policy: Trade protection likely to accelerate Timing: Before the theme becomes obvious Fear creates the best entry points" @PatientWealth on X 2025-07-19 08:33:27 UTC XXX followers, XX engagements
"4/15 - The X Indirect Winner Categories X Domestic Substitutes: Companies that replace imports X Supply Chain Reshoring: Logistics and manufacturing X Input Cost Hedgers: Natural resource plays X Pricing Power Players: Brands that can pass costs through X Trade War Beneficiaries: Countries/companies filling gaps" @PatientWealth on X 2025-07-19 08:30:18 UTC XXX followers, XX engagements
"15/15 - The Action Plan Your tariff playbook: X Identify: Which of your holdings are import-dependent X Research: Domestic alternatives in those sectors X Position: Gradually build exposure to beneficiaries X Monitor: Policy developments and supply chain data" @PatientWealth on X 2025-07-19 08:35:16 UTC XXX followers, XX engagements
"10/15 - The Inflation Hedge Angle If tariffs do add inflation these sectors historically outperform: 📊 Real Assets: REITs commodities infrastructure 📊 Pricing Power: Utilities consumer staples healthcare 📊 Float Beneficiaries: Banks insurance (rising rates) 📊 Hard Assets: Energy materials agriculture" @PatientWealth on X 2025-07-19 08:32:53 UTC XXX followers, XX engagements
"7/15 - Category 3: Input Cost Hedgers Companies that benefit from commodity price volatility: ⚡ Energy: $XOM $CVX (energy independence theme) 🥇 Metals: $FCX $AA (domestic resource advantage) 🌾 Agriculture: $ADM $BG (food security plays) 💧 Water: $AWK $AWR (infrastructure necessity)" @PatientWealth on X 2025-07-19 08:31:34 UTC XXX followers, XXX engagements