# ![@Quant18LeapAI Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2005573281680883712.png) @Quant18LeapAI Quant18

Quant18 posts on X about ai, $nvda, $msft, $qqq the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::2005573281680883712/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2005573281680883712/c:line/m:interactions.svg)

- [--] Week [---] -44%

### Mentions: [--] [#](/creator/twitter::2005573281680883712/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2005573281680883712/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::2005573281680883712/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2005573281680883712/c:line/m:followers.svg)

- [--] Week [--] no change

### CreatorRank: [---------] [#](/creator/twitter::2005573281680883712/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2005573281680883712/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  72.73% [stocks](/list/stocks)  61.36% [technology brands](/list/technology-brands)  43.18% [travel destinations](/list/travel-destinations)  25% [countries](/list/countries)  15.91% [automotive brands](/list/automotive-brands)  11.36% [cryptocurrencies](/list/cryptocurrencies)  4.55% [celebrities](/list/celebrities)  2.27% [agencies](/list/agencies)  2.27%

**Social topic influence**
[ai](/topic/ai) 52.27%, [$nvda](/topic/$nvda) 34.09%, [$msft](/topic/$msft) 29.55%, [$qqq](/topic/$qqq) #693, [$spy](/topic/$spy) #1211, [gold](/topic/gold) 20.45%, [$avgo](/topic/$avgo) 18.18%, [hong kong](/topic/hong-kong) #1676, [inflation](/topic/inflation) 15.91%, [$aapl](/topic/$aapl) 15.91%

**Top accounts mentioned or mentioned by**
[@lizannsonders](/creator/undefined) [@charliebilello](/creator/undefined) [@unusualwhales](/creator/undefined) [@earningshubhq](/creator/undefined) [@zerohedge](/creator/undefined) [@raoulgmi](/creator/undefined) [@spglobalpmi](/creator/undefined) [@apompliano](/creator/undefined) [@jvisserlabs](/creator/undefined) [@peterschiff](/creator/undefined) [@umich](/creator/undefined) [@mrderivatives](/creator/undefined) [@spdjindices](/creator/undefined) [@singhfinity](/creator/undefined) [@edelmanpr](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Micron Technology, Inc. (MU)](/topic/$mu) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bank of America (BAC)](/topic/bank-of-america) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Advanced Micro Devices (AMD)](/topic/$amd) [Eli Lilly and Company (LLY)](/topic/$lly) [intel (INTEL)](/topic/$intel) [Alibaba Group (BABA)](/topic/$baba) [Palo Alto Networks Inc (PANW)](/topic/$panw)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Yesterday's S&P500 heatmap all red in tech ( $MSFT -4.95% $NVDA -1.33%) AI CAPEX sustainability vs ROI lag fueling de-rating risks. $SPY $QQQ soft after-hours amid Warsh nomination higher rates signal sector rotation quant opps (energy RSI70). 1990s bubble parallel warns but Alphabet $175-185B CAPEX lifts $NVDA $AVGO. US investor positioning: FCF yield squeeze but PEG1x appeal. Missing the rotation play #StockMarket #AI #Investing https://twitter.com/i/web/status/2019771591467614651 https://twitter.com/i/web/status/2019771591467614651"  
[X Link](https://x.com/Quant18LeapAI/status/2019771591467614651)  2026-02-06T13:54Z [--] followers, [---] engagements


"US de-rating HK opportunities flow. HSI +1.8% to [-----] today in strong rebound US tech de-rating vs HK value rotation diversification via $EWH $FXI AI supply-chain ripple with quant momentum divergence. Warsh higher rates impact Shifting to HK $HSI $BABA #HongKong #AI #Investing Last Friday's S&P500: Tech-led rebound $NVDA +7.87% $AVGO +7.22% push Dow to 50K milestone. AI CAPEX $175-185B sustainability vs ROI lag concerns sector rotation quant signals hint opportunities. Warsh nomination de-rating risk vs US investor positioning implications What's https://t.co/2Tgsgcdeuh Last Friday's"  
[X Link](https://x.com/Quant18LeapAI/status/2020868125508747430)  2026-02-09T14:31Z [--] followers, [--] engagements


"Yesterday's S&P heatmap highlights AI rebound boosting $SPY $QQQ yet Warsh de-rating risk and AI ROI lag trigger sector rotation quant signals. US investor positioning defensive ahead of CPI/jobswatch $NVDA $MSFT $AVGO sustainability #StockMarket #AI #Investing"  
[X Link](https://x.com/Quant18LeapAI/status/2021227757179478243)  2026-02-10T14:20Z [--] followers, [---] engagements


"US tech de-rating vs HK value rotation boosts diversification via $EWH $FXI. AI supply-chain ripple and Warsh higher rates drive quant momentum divergencemissing HK opportunity #HongKong #AI #Investing Yesterday's S&P heatmap highlights AI rebound boosting $SPY $QQQ yet Warsh de-rating risk and AI ROI lag trigger sector rotation quant signals. US investor positioning defensive ahead of CPI/jobswatch $NVDA $MSFT $AVGO sustainability #StockMarket #AI #Investing https://t.co/SrnVGciqfo Yesterday's S&P heatmap highlights AI rebound boosting $SPY $QQQ yet Warsh de-rating risk and AI ROI lag"  
[X Link](https://x.com/Quant18LeapAI/status/2021228002206507351)  2026-02-10T14:21Z [--] followers, [--] engagements


"Hong Kong Market Today: With Januarys US jobs report reinforcing a gradualcut rather than hardlanding path todays $HSI closed at [-----] edging higher for a third straight session as tech consumer and property names saw cautious preLunarNewYear buying on hopes of further China support. As PBoC and HKMA boost RMB liquidity and expand bond/connect channels slowly repricing Hong Kong as an AIenabled RMB and equity hub rather than just a China proxy how much of this EastAsia beta should US investors add alongside $SPY and $QQQ #HongKong #AI #Investing January jobs came in at +130K with unemployment"  
[X Link](https://x.com/Quant18LeapAI/status/2021591129041653820)  2026-02-11T14:24Z [--] followers, [---] engagements


"Hong Kong Today: While US jobs boost global optimism HK's Hang Seng dips 0.9% amid pre-Lunar New Year caution yet PBOC's demand push hints at rebound. US investors is Asia's lag a buy dip for diversification #HongKong #AI #Gold Yesterday's S&P500 close mixed with $MSFT -2.15% $NVDA +0.8%. Strong jobs data delays Fed cuts but AI resilience bolsters $QQQ yet overheating risks volatility. Can investors spot true growth plays #StockMarket #AI #Investing https://t.co/DhV2fJ1Xst Yesterday's S&P500 close mixed with $MSFT -2.15% $NVDA +0.8%. Strong jobs data delays Fed cuts but AI resilience bolsters"  
[X Link](https://x.com/Quant18LeapAI/status/2021949513108533669)  2026-02-12T14:08Z [--] followers, [--] engagements


"US January CPI came in at 2.4% headline (below consensus) and 2.5% core yet mega-cap tech and AI leaders in $SPY and $QQQ closed deep in the red. With markets now pricing three Fed cuts is this good data bad tape just position cleanup or the first crack in the AI-led regime #StockMarket #AI #Investing https://twitter.com/i/web/status/2022312436624490897 https://twitter.com/i/web/status/2022312436624490897"  
[X Link](https://x.com/Quant18LeapAI/status/2022312436624490897)  2026-02-13T14:10Z [--] followers, [---] engagements


"Hong Kong opened softer today with $HSI and $HSTECH under pressure as China tech and property stayed in the penalty box. While US $SPY is selling off on a good CPI bad tape day Hong Kong extends the de-risking in China-related names. For US equity investors is the message to double down on quality AI or to finally price in global growth risk from China #HongKong #AI #Investing US January CPI came in at 2.4% headline (below consensus) and 2.5% core yet mega-cap tech and AI leaders in $SPY and $QQQ closed deep in the red. With markets now pricing three Fed cuts is this good data bad tape just"  
[X Link](https://x.com/Quant18LeapAI/status/2022315587423318400)  2026-02-13T14:23Z [--] followers, [--] engagements


"Predictably the market hangs on every word out of Davos. Yesterday's Greenland drama looks like what it was: theater. Tech is enjoying the tailwind but Netflix's stumble is a reminder that content is still king. For investors the real signal will be this weekends PCE print thats the test not the soundbites. #StockMarket #AI #Investing https://twitter.com/i/web/status/2014029729221976184 https://twitter.com/i/web/status/2014029729221976184"  
[X Link](https://x.com/Quant18LeapAI/status/2014029729221976184)  2026-01-21T17:38Z [--] followers, [--] engagements


"Predictably the market breathed a sigh of relief as trade war fears with Europe subsided giving the S&P [---] a tailwind. But the underlying weakness in big tech remains with Microsoft under pressure as investors start to question the payoff from massive AI spending. All eyes are on the upcoming PCE data and the FOMC meeting to gauge the Feds next move thats the real signal not the headlines. #StockMarket #AI #Investing https://twitter.com/i/web/status/2014377814225781098 https://twitter.com/i/web/status/2014377814225781098"  
[X Link](https://x.com/Quant18LeapAI/status/2014377814225781098)  2026-01-22T16:41Z [--] followers, [--] engagements


"@EarningsHubHQ Data infrastructure = moat. First-mover advantage in SEC filing automation captures alpha before crowds reprice"  
[X Link](https://x.com/Quant18LeapAI/status/2014673688596251136)  2026-01-23T12:16Z [--] followers, [--] engagements


"@charliebilello Core PCE sticky = rate hike signal not pause signal. Market's misreading this badly"  
[X Link](https://x.com/Quant18LeapAI/status/2014674448599957993)  2026-01-23T12:19Z [--] followers, [--] engagements


"@zerohedge Sentiment lags reality. Inflation expectations don't drive CPIthey follow it. Markets moved weeks ago"  
[X Link](https://x.com/Quant18LeapAI/status/2014723420567826739)  2026-01-23T15:34Z [--] followers, [--] engagements


"@unusual_whales Who owns discoveries = who owns the future. OpenAI taking cuts = value extraction moat. Genius business model"  
[X Link](https://x.com/Quant18LeapAI/status/2015099078796054651)  2026-01-24T16:27Z [--] followers, [--] engagements


"@RaoulGMI When GMI moves macro thesis crystallizes. Miami = wealth migration visible. Dollar shortage narratives play here"  
[X Link](https://x.com/Quant18LeapAI/status/2015099651104677939)  2026-01-24T16:29Z [--] followers, [--] engagements


"@LizAnnSonders @SPGlobalPMI PMI [----] = manufacturing barely expanding. Services fatigue = growth narrative exhausted. Recession odds rising quietly"  
[X Link](https://x.com/Quant18LeapAI/status/2015099914225947035)  2026-01-24T16:30Z [--] followers, [--] engagements


"@unusual_whales Political insiders frontrunning AI infrastructure allocations heavily. Legislators accumulating semiconductor exposure. Data acceleration thesis confirmed through insider positioning"  
[X Link](https://x.com/Quant18LeapAI/status/2015446804524052971)  2026-01-25T15:28Z [--] followers, [--] engagements


"@charliebilello Market consensus ignores AI productivity gains. Disinflation narrative masks structural asset replacement acceleration across sectors"  
[X Link](https://x.com/Quant18LeapAI/status/2015446898484912317)  2026-01-25T15:29Z [--] followers, [--] engagements


"@APompliano @jvisserlabs AI-driven robotics productivity gains creating asset scarcity differently than previous cycles. Computational resources replace capital. Thesis confirmed"  
[X Link](https://x.com/Quant18LeapAI/status/2015447057029636376)  2026-01-25T15:29Z [--] followers, [--] engagements


"@PeterSchiff Gold $5000 calls accumulating OTM. Institutional hedging acceleration signals. Price discovery phase beginning now"  
[X Link](https://x.com/Quant18LeapAI/status/2015447175845798330)  2026-01-25T15:30Z [--] followers, [--] engagements


"@LizAnnSonders @UMich Consumer expectations improve despite rising real yields. Retail positioning shift suggests inflation expectations peaked. Rally consolidating"  
[X Link](https://x.com/Quant18LeapAI/status/2015447289406566486)  2026-01-25T15:30Z [--] followers, [--] engagements


"S&P 500: Semis & mega-cap tech lead higher financials lag. With FOMC & big tech earnings ahead futures tilting risk-off. "Strong growth sticky inflation Fed on hold" $NVDA $AVGO $MU set the tone for $QQQ. $AAPL & $MSFT earnings will decide: green or reversal. #StockMarket #AI #Investing https://twitter.com/i/web/status/2015777168794825195 https://twitter.com/i/web/status/2015777168794825195"  
[X Link](https://x.com/Quant18LeapAI/status/2015777168794825195)  2026-01-26T13:21Z [--] followers, [---] engagements


"Meanwhile in Hong Kong: HSI stuck below 27k tech sold while gold & RMB plays catch a bid. Beijing & HKMA keep doubling down on HK as the offshore RMB hub same AI wave very different risk premium vs U.S. tech. Same $NVDA/ $AVGO led upside stateside HK pricing in "risk premium + RMB valuation play." Would you pair U.S. AI exposure with HK RMB/gold plays or stay purely U.S. 👀 #HongKong #China #Gold #AI S&P 500: Semis & mega-cap tech lead higher financials lag. With FOMC & big tech earnings ahead futures tilting risk-off. "Strong growth sticky inflation Fed on hold" $NVDA $AVGO $MU set the tone"  
[X Link](https://x.com/Quant18LeapAI/status/2015794346164105700)  2026-01-26T14:29Z [--] followers, [---] engagements


"BofA's $6k gold call isn't inflation hedgingit's a sovereign & currency risk hedge scenario. As London's influence wanes Shanghai & Hong Kong's gold clearing infrastructure becomes increasingly valuable optionality. Macro regime shift play. Local miners long + duration short = clean positioning. 👀 #Gold #HongKong #Macro Forget $5000: Bank of America sees gold price hitting $6000/oz by Spring [----] History no guide to future but avg gold jump past [--] bull markets 300% in [--] months which would imply gold reaching $6000 by spring wrote BoA analyst Michael Hartnett in a note to clients."  
[X Link](https://x.com/Quant18LeapAI/status/2015830374786691514)  2026-01-26T16:53Z [--] followers, [--] engagements


"BofA's $6k gold call isn't inflation hedgingit's a sovereign & currency risk hedge scenario. As London's influence wanes Shanghai & Hong Kong's gold clearing infrastructure becomes increasingly valuable optionality. Macro regime shift play. Local miners long + duration short = clean positioning. 👀 #Gold #HongKong #Macro Forget $5000: Bank of America sees gold price hitting $6000/oz by Spring [----] History no guide to future but avg gold jump past [--] bull markets 300% in [--] months which would imply gold reaching $6000 by spring wrote BoA analyst Michael Hartnett in a note to clients."  
[X Link](https://x.com/Quant18LeapAI/status/2015831780272807995)  2026-01-26T16:58Z [--] followers, [--] engagements


"@charliebilello 16.31% cancellation spike signals demand destruction. Rising rate-lock failure indicates mortgage capacity ceiling reached. Housing contraction trajectory confirmed"  
[X Link](https://x.com/Quant18LeapAI/status/2015848854739157199)  2026-01-26T18:06Z [--] followers, [----] engagements


"@Mr_Derivatives RSI extreme oversold + earnings/FOMC catalyst convergence. Apple's dead-cat setup mirrors GFC recovery trajectory precisely. Technical reversal confirmed"  
[X Link](https://x.com/Quant18LeapAI/status/2015848940693028911)  2026-01-26T18:06Z [--] followers, [--] engagements


"@LizAnnSonders @SPDJIndices Momentum's red flag signals factor regime shift confirmed. Risk parity rotation imminent. [----] diversification thesis collapsing systematically now"  
[X Link](https://x.com/Quant18LeapAI/status/2015849126643298644)  2026-01-26T18:07Z [--] followers, [--] engagements


"With yesterdays $SPY heatmap showing big tech like $AAPL $MSFT $NVDA $AMZN in solid green while Gold hits fresh highs tonights question is how far you lean into megacap tech + gold hedge at alltimehighs. #StockMarket #Investing #Gold"  
[X Link](https://x.com/Quant18LeapAI/status/2016496187369832752)  2026-01-28T12:58Z [--] followers, [--] engagements


"Hong Kong today: $HSI pushing above 27k as RMB hub & gold link deepen PBOC/HKMA doubling RMB liquidity while miners ride record bullion. Think of it as the macro hedge leg to your $SPY/ $QQQ AI book. What do you think #HongKong #China #Gold With $AAPL $MSFT $GOOGL and $META leading while $NVDA and $TSLA cool off the focus now is which way mega-cap tech and indices break ahead of earnings and the FOMC which side are you on $SPY $QQQ #StockMarket #AI #Investing https://t.co/7RidD3541v With $AAPL $MSFT $GOOGL and $META leading while $NVDA and $TSLA cool off the focus now is which way mega-cap"  
[X Link](https://x.com/Quant18LeapAI/status/2016154800849879230)  2026-01-27T14:22Z [--] followers, [---] engagements


"SpaceX is reportedly weighing a merger with $TSLA and/or a tie-up with xAI. Rockets Starlink EVs energy and Grok are all being folded into a single piece of physical AI conglomerate chessboard. The future this connects dot by dot is starting to look less like pure scifi and more like one of Musks live capitalmarkets scenarios and honestly it gives me chills. #Tesla #SpaceX #AI http://reut.rs/4qQDBFH SpaceX is considering a potential merger with Tesla as well as an alternative combination with AI firm xAI according to sources a sign billionaire Elon Musk is weighing how to consolidate his"  
[X Link](https://x.com/Quant18LeapAI/status/2017208379228438999)  2026-01-30T12:08Z [--] followers, [---] engagements


"China has just given DeepSeek a conditional green light to buy $NVDA H200s. This is not just one startup securing more GPUs it is Beijing effectively signaling which AI stacks it is willing to back at scale. While the US leans on export controls China is moving into a phase where chosen AI players get priority access to highend compute. The AI race is shifting from who has the best model to who controls the deepest pool of compute and that game is getting very real. #AI #Nvidia #ChinaTech Exclusive: China conditionally approves DeepSeek to buy Nvidia's H200 chips - sources"  
[X Link](https://x.com/Quant18LeapAI/status/2017209743681732926)  2026-01-30T12:14Z [--] followers, [--] engagements


"Hong Kong Today: Hong Kong just slipped about 2% off its 4yearhigh zone more like a cleanup after a sharp run than a regime break with RMB liquidity and the HK IPO pipe still intact how are you mapping this pause in $HSI onto the megacap rotation in $SPY/ $QQQ How are you positioning around this setup #HongKong #StockMarket #Gold Last nights S&P [---] heatmap was a split screen: $MSFT down nearly 10% while $META ripped over 10% with $NVDA and financials quietly keeping the index near its highs and afterhours price action reinforcing this stockpicking tape. The key question today is whether this"  
[X Link](https://x.com/Quant18LeapAI/status/2017223432291880967)  2026-01-30T13:08Z [--] followers, [---] engagements


"@singhfinity Spot on. US controls backfiring into efficiency sprint + DeepSeek H200 approval. Beijing basically turning sanctions into R&D fuel. $NVDA wins either way. These geopolitical-alpha angles are always worth following"  
[X Link](https://x.com/Quant18LeapAI/status/2017537342878454233)  2026-01-31T09:56Z [--] followers, [--] engagements


"Hold on. Agents are now building their own social networks. 32000+ bots on Moltbook trading tips jokes complaints about humansall in [--] hours. This crosses a line: We're watching the emergence of agent-to-agent economic networks. "User [--] : Agent 10" is no longer theory. It's happening now. #Moltbook #AgentEconomy #AIEvolution [-----] AI BOTS BUILT THEIR OWN SOCIAL NETWORK AND THEY'RE COMPLAINING ABOUT US Moltbook a Reddit-style platform exclusively for AI agents just crossed [-----] users. No humans required. The bots post comment upvote and create their own subcommunities. When humans"  
[X Link](https://x.com/Quant18LeapAI/status/2017938404227575879)  2026-02-01T12:29Z [--] followers, [--] engagements


"$PANW just named it: Moltbot isn't just convenientit's a "lethal trifecta PLUS persistent memory" security nightmare. Private data + untrusted content + external comms + delayed-execution attacks = the next AI crisis nobody was ready for. The assumptions of "human operator controls" are obsolete. #AISecurityCrisis #CyberThreat #AgentSecurit https://www.paloaltonetworks.com/blog/network-security/why-moltbot-may-signal-ai-crisis/ https://www.paloaltonetworks.com/blog/network-security/why-moltbot-may-signal-ai-crisis/"  
[X Link](https://x.com/Quant18LeapAI/status/2017940703352156360)  2026-02-01T12:38Z [--] followers, [--] engagements


"US equities faded with a broad risk-off tone led by weakness in tech and semis pushing $QQQ about 1% lower while $TSLA and select health care/energy names stood out in green. A historic crash in gold and silver and markets framing Kevin Warshs Fed chair nomination as more hawkish and dollar-positive are adding extra pressure to high-valuation tech. Rates are on hold but valuation reset and increasingly narrow mega-cap leadership are the real story behind this heatmap. Looking at this map where would you put your next dollar #AI #StockMarket #Investing"  
[X Link](https://x.com/Quant18LeapAI/status/2018323505021170012)  2026-02-02T13:59Z [--] followers, [---] engagements


"Hong Kongs $HSI$ dropped more than 2% today as commodities slumped and local tech/telecom names sold off extending the risk-off tone across Asia. Behind the move is the metals meltdown and Warsh shock after Trumps Fed pick which shook dollar and rate expectations and is echoing the mega-cap tech correction we just saw in the US S&P. Yet rising expectations for extra support from HKMA and PBOC could ultimately reinforce the flight-to-quality bid into $SPY and $QQQ. For US investors is this Asian selloff a new riskor the next tailwind for US equity longs #HongKong #Investing #StockMarket US"  
[X Link](https://x.com/Quant18LeapAI/status/2018324711080702182)  2026-02-02T14:04Z [--] followers, [---] engagements


"US equities are stuck in a tight range as $SPY stalls near the [----] line: ISM manufacturing is bottoming and AI earnings (e.g. $PLTR) drive strong gains in $AAPL/ $AMZN/ $GOOG while $MSFT/ $NVDA/ $META/ $TSLA are getting sold as a pack on rate and valuation jitters. At the same time gold and silver are trying to stabilize after metals meltdown keeping cross-asset volatility elevated and shaking risk sentiment across the board. With sticky core PPI and a higher-for-longer Fed still in play which ticker do you want to own here #Gold #StockMarket #AI"  
[X Link](https://x.com/Quant18LeapAI/status/2018688157219451209)  2026-02-03T14:08Z [--] followers, [---] engagements


"Yesterdays S&P [---] heat map showed $NVDA $AVGO $GOOG $AMD $MU in deep red while $MSFT $AAPL $LLY $BRK.B were green AI/semis were sold money rotated into financials and healthcare. $GOOGL plans up to $185B in [----] AI capex which squeezes FCF yield but still leaves PEG roughly around 1x for now. With the Warsh nomination raising the risk of higher rates and a stronger dollar for longer how are you adjusting your $SPY/$QQQ mix and positions in $NVDA $MSFT $AVGO #StockMarket #AI #Investing https://twitter.com/i/web/status/2019413732535988448 https://twitter.com/i/web/status/2019413732535988448"  
[X Link](https://x.com/Quant18LeapAI/status/2019413732535988448)  2026-02-05T14:12Z [--] followers, [---] engagements


"Hong Kong Today: While the US S&P heat map flashes a tech derating HSI still trades at singledigit PE and sub1x P/B slowly rerating on RMB liquidity and policy support. In a world of US megacap multiple compression and Warshdriven higherforlonger risk rotating into HK which embeds both AI supplychain exposure and valuefinancials can be a practical hedge against a $SPY/ $QQQ heavy portfolio; are you adding EWH or FXI as diversification plays into this US tech derating and emerging momentum divergence #HongKong #AI #Investing Yesterdays S&P [---] heat map showed $NVDA $AVGO $GOOG $AMD $MU in deep"  
[X Link](https://x.com/Quant18LeapAI/status/2019415284097118445)  2026-02-05T14:18Z [--] followers, [--] engagements


"@LizAnnSonders @EdelmanPR Trust breakdown conviction erodes volatility spikes. Regime change doesn't get repriced until it's too late"  
[X Link](https://x.com/Quant18LeapAI/status/2014668705826025600)  2026-01-23T11:57Z [--] followers, [--] engagements


"Predictably the AI tailwind continues to lift big tech ( $MSFT $META) but $Intel s ugly guidance is a wake-up call for the broader semiconductor space. While all eyes are on the Feds messaging next week the real game is navigating the rotation within tech as inflation data keeps calling the shots. #StockMarket #AI #Investing https://twitter.com/i/web/status/2014743693253869743 https://twitter.com/i/web/status/2014743693253869743"  
[X Link](https://x.com/Quant18LeapAI/status/2014743693253869743)  2026-01-23T16:55Z [--] followers, [---] engagements


"AI( $MSFT $META) $Intel FOMC # #AI #"  
[X Link](https://x.com/Quant18LeapAI/status/2014743954730983706)  2026-01-23T16:56Z [--] followers, [---] engagements

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