[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.] #  @SamanthaLaDuc Samantha LaDuc Samantha LaDuc posts on X about tariffs, inflation, china, nvda the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::705540042/interactions)  - X Week XXXXXXX +190% - X Month XXXXXXX +201% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::705540042/posts_active)  - X Week XX +125% - X Month XXX +113% - X Months XXX -XXXX% - X Year XXXXX -XXXX% ### Followers: XXXXXX [#](/creator/twitter::705540042/followers)  - X Week XXXXXX +0.06% - X Month XXXXXX +0.61% - X Months XXXXXX +6.40% - X Year XXXXXX +15% ### CreatorRank: XXXXXXX [#](/creator/twitter::705540042/influencer_rank)  ### Social Influence [#](/creator/twitter::705540042/influence) --- **Social category influence** [finance](/list/finance) #3787 [stocks](/list/stocks) XXXXX% [countries](/list/countries) XXXXX% [currencies](/list/currencies) #887 [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [exchanges](/list/exchanges) XXX% **Social topic influence** [tariffs](/topic/tariffs) #388, [inflation](/topic/inflation) #231, [china](/topic/china) 5.41%, [nvda](/topic/nvda) #147, [fed](/topic/fed) #211, [powell](/topic/powell) #171, [alltime](/topic/alltime) #203, [bitcoin](/topic/bitcoin) 4.05%, [dominance](/topic/dominance) 2.7%, [$urnm](/topic/$urnm) XXX% **Top accounts mentioned or mentioned by** [@realjohngaltfla](/creator/undefined) [@derivativesdon](/creator/undefined) [@dapstats](/creator/undefined) [@brandonmoretz](/creator/undefined) [@lukegromen](/creator/undefined) [@sehrlangsam2](/creator/undefined) [@harriescarlet](/creator/undefined) [@macroinsight360](/creator/undefined) [@andrea_texas_82](/creator/undefined) [@bogachan_1971](/creator/undefined) [@crabbermike](/creator/undefined) [@perthknuckleboo](/creator/undefined) [@gregip](/creator/undefined) [@wsj](/creator/undefined) [@themichaelevery](/creator/undefined) [@edfin](/creator/undefined) [@vixologist](/creator/undefined) [@andreatexas82](/creator/undefined) [@travelerjeff](/creator/undefined) [@dancollins2011](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Flare (FLR)](/topic/$flr) [Cameco Corporation (CCJ)](/topic/$ccj) [Oklo Inc. (OKLO)](/topic/$oklo) [NuScale Power Corporation (SMR)](/topic/$smr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [JPMorgan Chase (JPM)](/topic/$jpm) [Valero Energy Corporation (VLO)](/topic/$vlo) [PBF ENERGY INC. (PBF)](/topic/$pbf) [Partisia Blockchain (MPC)](/topic/$mpc) [MP Materials Corp. (MP)](/topic/$mp) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Dell Technologies, Inc. (DELL)](/topic/dell) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [BTU Protocol (BTU)](/topic/$btu) [Alien Base (ALB)](/topic/$alb) [J B Hunt Transport Services Inc (JBHT)](/topic/$jbht) [Apple, Inc. (AAPL)](/topic/$aapl) [Kohl's Corporation (KSS)](/topic/$kss) [Target Corporation (TGT)](/topic/$tgt) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Mario Coin (COIN)](/topic/$coin) [Block, Inc. (SQ)](/topic/$sq) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Ethereum (ETH)](/topic/ethereum) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Oracle Corporation (ORCL)](/topic/$orcl) [Vistra, Corp. (VST)](/topic/$vst) [PWR Coin (PWR)](/topic/$pwr) [Jabil, Inc. (JBL)](/topic/$jbl) ### Top Social Posts [#](/creator/twitter::705540042/posts) --- Top posts by engagements in the last XX hours "Perspective Short-term support for $DXY. Long-term support (much lower). USD - Place your bets"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1941890513054925004) 2025-07-06 16:02:31 UTC 64.9K followers, 24.1K engagements "A central bank that shifts its priorities from employment and inflation to financing the government has succumbed to fiscal dominance. It is usually associated with emerging markets that have weak central banks such as Argentina. The result is typically some combination of inflation crisis and stagnation"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1941485037913858085) 2025-07-05 13:11:18 UTC 64.9K followers, 9346 engagements "This is my AI avatar but the market analysis is real AND created without AI. In this 10min video I explain how renewed global interest in nuclear energyfueled by AI infrastructure needs energy security concerns & deepening supply deficitcontinues to validate my bullish positioning. LINK BELOW $URA $CCJ $OKLO $FLR $SMR $URNM"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944126531992793450) 2025-07-12 20:07:40 UTC 64.9K followers, 6615 engagements "This thread is effing brilliant and underrated and why I love working with Geoffrey DEFICITS affects the credit structure of the U.S. by pushing the USD down versus commodities and the yield curve up and Bessent and TRUMP respond by cutting U.S. citizen spending via tariffs"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944038610950369458) 2025-07-12 14:18:17 UTC 64.9K followers, 6751 engagements "KEY TRADING PATTERNS STILL WORKING With Charts & Levels. NVDA SPX UBER SLV KSS TGT BIDU JBHT BTU CLF MSOS UUUU CSX RCAT ACHR AG BA FCX UFO COPX XME NEM AMD NXPI STM ON DELL QCOM MRVL FLR VLO MPC PBF IWM UUP DOW FSLR link below"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944103427413291160) 2025-07-12 18:35:51 UTC 64.9K followers, 6752 engagements "should leverage come down to levels we saw in 2022.that would lead to "another $225bn of supply from this group". Note volatility controlled strategies would be the biggest sellers. MS QDS Thats still a big risk"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1900170453836054861) 2025-03-13 13:01:54 UTC 64.9K followers, 3022 engagements "$AAPL advances while $NVDA stalls - typical (still have $XXX + $172as rec'd swing longs) Tech is a wreck while money rotates to bottom-fishing plays. $MSOS as example Beautiful oversold basket of $KSS $TGT $JBHT $ALB $BTU $LYB etc - for a trade ;-) #LiveTradingRoom"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943328830216687866) 2025-07-10 15:17:53 UTC 64.9K followers, 3012 engagements "Here comes more services inflation - for Fintech payment processing companies AND also consumers via $JPM #$PYPL $SQ $HOOD $COIN"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944003413919846856) 2025-07-12 11:58:26 UTC 64.9K followers, 3133 engagements "Yes - is a complete sentence. If you trade or track the USD and yields closely - and by association gold oil & inflation hedges like equities - then tariffs were ALWAYS on the docket. And the lower the dollar falls the higher tariffs will be😉"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944069994481958969) 2025-07-12 16:23:00 UTC 64.9K followers, 5304 engagements "Whose got refiners by the short hairs Also who rec'd $VLO at $XXX (now $155) $PBF at $XX (now $28) and $MPC at $XXX (now $183). I literally just updated clients this AM live that PBF has $25/share in real estate & Carlos Slim is no dummy so. #NotDone. It does not hurt that I have an oil trader on our LaDucTrading desk. 😉🕺💃🙏"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943368171295248391) 2025-07-10 17:54:12 UTC 64.9K followers, 2836 engagements "Curious: The 30Y yield is up 100bp since Fed started aggressively cutting Sept 18th. Short of QE or panic how will Fed cause yields to fall from further rate cuts"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944409709265420473) 2025-07-13 14:52:54 UTC 64.9K followers, 10.5K engagements "$MP + XX% on DOD contract. MP Materials has XX% ownership by Chamath & another XX% by China outfit. Interesting times"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943295595856203811) 2025-07-10 13:05:49 UTC 64.9K followers, 7244 engagements "Wouldn't it be THE FUNNIEST THING if this DC drama is what trips up the market CPI will be rising from here on out - don't care. Russia-Ukraine Iran-Isreal China-US. bite me. Rising term premia against falling dollar - so AI disruption to jobs. recession risk. - cope better. Spiking higher JGB yields - try harder. Powell bashing - nope Govt Shutdown risk - nope RUMORS of Xi getting pushed out - nope BUY BUY BUY everyday Enter: Ghislaine Maxwell THAT WOULD BE EFFING HILARIOUS"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944860369270215157) 2025-07-14 20:43:40 UTC 64.9K followers, 7735 engagements "@brandonmoretz 1987 was 1st triple digit VIX print but I hear ya"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944453774065713560) 2025-07-13 17:48:00 UTC 64.9K followers, XXX engagements "@RealJohnGaltFla Pretty much - and equities will stupidly rejoice"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944446161617613160) 2025-07-13 17:17:45 UTC 64.9K followers, XXX engagements "Powell is proving to be a pincushion for Pulte & other Trump-pandering pundits to pummel publicly. Positively pathetic posturing"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943750478396809308) 2025-07-11 19:13:21 UTC 64.9K followers, 13.6K engagements "But wait future Fed chair wannabe Ken Hasnett says US growth will be 3%/yr next 10yrs. 🤔😆 As Bond market says good luck with that Incoming: downwards revision of US GDP growth"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944592319149154582) 2025-07-14 02:58:32 UTC 64.9K followers, 5320 engagements "If a downturn hits buybacks will stop far more quickly than dividends potentially pulling away a key pillar of market support"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943822688834728112) 2025-07-12 00:00:18 UTC 64.9K followers, 6452 engagements "Emphasis on relentless price-insensitive bid $NVDA"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944461354888573193) 2025-07-13 18:18:08 UTC 64.9K followers, 6172 engagements "I'm not sure that when Trump talks of balancing our trade deficit through tariffs he is trying to drive the value of the US dollar lower in an attempt to reduce risk ahead of an economic downturn especially if interest rates rise; but either way as Geoffrey and I have discussed and posted for many months Trump's plan of devaluing the dollar is a feature not a bug of his plain to maintain US exceptionalism through isolationism"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1942933435669967287) 2025-07-09 13:06:43 UTC 64.9K followers, 9182 engagements "Gotta timestamp this one: Hartnett's global flow trading rule: "when inflows to global equity & HY bonds exceed XXX% of AUM in X weeks sell past X weeks inflows to global equity/HY bonds = 1.0%.sell signal triggered for X st time since Jul24""  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943814072837001396) 2025-07-11 23:26:03 UTC 64.9K followers, 17.6K engagements "Trump threatening & GOP supporting XXX% tariffs on US trading partners (like CHINA and India) that buy their oil from Russia. Market show me you care. TARIFFS FOR ANY REASON"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944823079969952005) 2025-07-14 18:15:29 UTC 64.9K followers, 3243 engagements "Agin These are TARIFFS FOR ANY REASON. More than just to balance trade. Tariffs finance US fiscal spending needed to grow US out of this quagmire of a debt trap Its a way to slow/stop/reverse US CONSUMPTION OF TRADE USING DEBT. And it is very USD bearish. #CopperTariffs"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944571634733478276) 2025-07-14 01:36:20 UTC 64.9K followers, 10.3K engagements "You will not convince me this is not Player Ready One crap. Virtual token for Virtual real estate. Geoffrey sums up best: "So there is NOTHING to back the Token" And there is nothing to back their argument: Restrict the supply and say "hey I know there is ABSOLUTELY NOTHING to back those tokens but since I restricted the supply now it's worth more". #SoldToYou #MoneyLaundering #InflationOfframp"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944788789190127651) 2025-07-14 15:59:14 UTC 64.9K followers, 4834 engagements "As highlighted in ydays market thoughts: bullish Bitcoin & Ethereum charts. Both are screaming higher afterhours on this FinTwit news: CHINA ALLOWS OWNERSHIP OF BITCOIN & CRYPTO AGAIN But I can find NO PROOF and NO SOURCE for this news. So careful"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943441782127448154) 2025-07-10 22:46:42 UTC 64.9K followers, 10.1K engagements "🎯 These are retaliatory tariffs for sure but its also TARIFFS FOR ANY REASON. More than just to balance trade. Tariffs finance US fiscal spending needed to grow US out of this quagmire of a debt trap Geoffrey is right: Its a way to slow/stop/reverse US CONSUMPTION OF TRADE USING DEBT. And it is very USD bearish"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944487674213261623) 2025-07-13 20:02:43 UTC 64.9K followers, 7480 engagements "@Andrea_Texas_82 I am with you - on all but the Bitcoin. It's future garbage so although I can highly rec'd for speculation & TRADING 🤑 I am a strong advocate that it is not safe & institutions are foolish to hold"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944781251027611926) 2025-07-14 15:29:17 UTC 64.9K followers, XXX engagements "Trump making EVERYTHING that uses copper more expensive for US manufactures and consumers. 🙄 But it is very good for my recd $FCX swing long with $COPX & $XME - from May for clients 💃"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1942728561539887308) 2025-07-08 23:32:37 UTC 64.9K followers, 10.1K engagements "Whose got refiners by the short hairs Also who rec'd $VLO at $XXX (now $155) $PBF at $XX (now $28) and $MPC at $XXX (now $183). I literally just updated clients this AM live that PBF has $25/share in real estate & Carlos Slim is no dummy so. #NotDone. It does not hurt that I have an oil trader on our LaDucTrading desk. 😉🕺💃🙏"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943368142543294654) 2025-07-10 17:54:05 UTC 64.9K followers, 2564 engagements ""upcoming Q2 earnings should be solid. This is driven by: 1) due to the tariff turmoil conservative guidance was given by companies during Q1 earnings that sets a low bar for upcoming Q2 results 2) the X% drop in the US dollar in Q2 from Q1 helps the XX% of revenues in the S&P that are international and 3) there seems to be some continuing pull forward in demand in front of the price increases later this year due to tariffs." @DanielTNiles"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944856275700908187) 2025-07-14 20:27:24 UTC 64.9K followers, 3316 engagements "@HarrieScarlet not true. He invested $XXX million in 2020 for a XXXXX% ownership stake. Last I checked it was under 10%. Chamath confirmed April 5th of this year as well. $MP"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943332680533209427) 2025-07-10 15:33:11 UTC 64.9K followers, XXX engagements "@DerivativesDon Growth scare - inflation yield spike war recession Nvidia has the benefit of incumbency"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944463944363708920) 2025-07-13 18:28:25 UTC 64.9K followers, XXX engagements "Less USD demand/more gold. Falling petrol-dollar demand/dedollarizarion. Foreign yield chasing/higher US term premia. UST supply imbalance/balance of trade. MONEY GOES HOME"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944568149514555412) 2025-07-14 01:22:29 UTC 64.9K followers, 6070 engagements "Stablecoins as a New Source of Demand for Treasuries "stablecoin demand for T-bills could grow into trillions and the likely result is a steeper curve with significant new demand in the front end." Torsten Slok Apollo"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943661089964572807) 2025-07-11 13:18:09 UTC 64.9K followers, 34.3K engagements "I told clients I did not believe the rumors of Powell resigning. That's not to say he won't be removed but WHAT'S THE TRADE if he is"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944419135812734982) 2025-07-13 15:30:22 UTC 64.9K followers, 11.7K engagements "@traveler_jeff a database controlled by PLTR or ORCL or both"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943334650199597095) 2025-07-10 15:41:00 UTC 64.9K followers, XXX engagements "Now that $CCJ is up 7X since rec'd & the uranium rotation has taken on a whole big AI infrastructure build out mantra it's time to review my "It's so old it's new" report posted for clients X yrs ago. $URA $OKLO $URNM $FLR $SMR $JBL $GEV $BWXT $PWR $VST"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1942642231845810463) 2025-07-08 17:49:35 UTC 64.9K followers, 6477 engagements ""But another key driver of lower oil prices is demand destruction and thats coming from China. Gasoline demand is just grinding lower sharply as a result of Chinas electric vehicle boom." Trump is taking credit for falling oil prices of course but it's actually to China's credit. Geoffrey @GraphCall called this EV wave a good a year in advance for our clients while I gave $WTIC a $60-40 target for EOY 2025 last Apr 2024🎯"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1943695025537175768) 2025-07-11 15:33:00 UTC 64.9K followers, 8270 engagements "@MacroInsight360 So not Boeing related failure $BA"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944041475047629161) 2025-07-12 14:29:40 UTC 64.9K followers, XXX engagements "deportations are a stagflationary impulse to the economy resulting in lower employment growth and higher wage inflation. What we already instinctively knew Apollo has modeled. The Economic Effects of Immigration Restrictions If 3000 unauthorized immigrants are deported every day the labor force will decline by roughly X million people in 2025. Lowering the labor force by X million will reduce the participation rate by XXX percentage points which will lower the unemployment rate lower job growth and increase wage inflation particularly in the sectors where unauthorized immigrants worknamely"  [@SamanthaLaDuc](/creator/x/SamanthaLaDuc) on [X](/post/tweet/1944056825839841726) 2025-07-12 15:30:40 UTC 64.9K followers, 3566 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.]
@SamanthaLaDuc Samantha LaDuc
Samantha LaDuc posts on X about tariffs, inflation, china, nvda the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +190%
- X Month XXXXXXX +201%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Week XX +125%
- X Month XXX +113%
- X Months XXX -XXXX%
- X Year XXXXX -XXXX%
Followers: XXXXXX #
- X Week XXXXXX +0.06%
- X Month XXXXXX +0.61%
- X Months XXXXXX +6.40%
- X Year XXXXXX +15%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance #3787 stocks XXXXX% countries XXXXX% currencies #887 technology brands XXXX% cryptocurrencies XXXX% exchanges XXX%
Social topic influence tariffs #388, inflation #231, china 5.41%, nvda #147, fed #211, powell #171, alltime #203, bitcoin 4.05%, dominance 2.7%, $urnm XXX%
Top accounts mentioned or mentioned by @realjohngaltfla @derivativesdon @dapstats @brandonmoretz @lukegromen @sehrlangsam2 @harriescarlet @macroinsight360 @andrea_texas_82 @bogachan_1971 @crabbermike @perthknuckleboo @gregip @wsj @themichaelevery @edfin @vixologist @andreatexas82 @travelerjeff @dancollins2011
Top assets mentioned Bitcoin (BTC) Flare (FLR) Cameco Corporation (CCJ) Oklo Inc. (OKLO) NuScale Power Corporation (SMR) NVIDIA Corp. (NVDA) JPMorgan Chase (JPM) Valero Energy Corporation (VLO) PBF ENERGY INC. (PBF) Partisia Blockchain (MPC) MP Materials Corp. (MP) Uber Technologies, Inc. (UBER) Dell Technologies, Inc. (DELL) QUALCOMM, Inc. (QCOM) BTU Protocol (BTU) Alien Base (ALB) J B Hunt Transport Services Inc (JBHT) Apple, Inc. (AAPL) Kohl's Corporation (KSS) Target Corporation (TGT) LyondellBasell Industries NV (LYB) Mario Coin (COIN) Block, Inc. (SQ) PayPal Holdings Inc (PYPL) Robinhood Markets, Inc. (HOOD) Ethereum (ETH) Freeport-McMoRan Inc (FCX) Oracle Corporation (ORCL) Vistra, Corp. (VST) PWR Coin (PWR) Jabil, Inc. (JBL)
Top Social Posts #
Top posts by engagements in the last XX hours
"Perspective Short-term support for $DXY. Long-term support (much lower). USD - Place your bets"
@SamanthaLaDuc on X 2025-07-06 16:02:31 UTC 64.9K followers, 24.1K engagements
"A central bank that shifts its priorities from employment and inflation to financing the government has succumbed to fiscal dominance. It is usually associated with emerging markets that have weak central banks such as Argentina. The result is typically some combination of inflation crisis and stagnation" @SamanthaLaDuc on X 2025-07-05 13:11:18 UTC 64.9K followers, 9346 engagements
"This is my AI avatar but the market analysis is real AND created without AI. In this 10min video I explain how renewed global interest in nuclear energyfueled by AI infrastructure needs energy security concerns & deepening supply deficitcontinues to validate my bullish positioning. LINK BELOW $URA $CCJ $OKLO $FLR $SMR $URNM" @SamanthaLaDuc on X 2025-07-12 20:07:40 UTC 64.9K followers, 6615 engagements
"This thread is effing brilliant and underrated and why I love working with Geoffrey DEFICITS affects the credit structure of the U.S. by pushing the USD down versus commodities and the yield curve up and Bessent and TRUMP respond by cutting U.S. citizen spending via tariffs" @SamanthaLaDuc on X 2025-07-12 14:18:17 UTC 64.9K followers, 6751 engagements
"KEY TRADING PATTERNS STILL WORKING With Charts & Levels. NVDA SPX UBER SLV KSS TGT BIDU JBHT BTU CLF MSOS UUUU CSX RCAT ACHR AG BA FCX UFO COPX XME NEM AMD NXPI STM ON DELL QCOM MRVL FLR VLO MPC PBF IWM UUP DOW FSLR link below" @SamanthaLaDuc on X 2025-07-12 18:35:51 UTC 64.9K followers, 6752 engagements
"should leverage come down to levels we saw in 2022.that would lead to "another $225bn of supply from this group". Note volatility controlled strategies would be the biggest sellers. MS QDS Thats still a big risk" @SamanthaLaDuc on X 2025-03-13 13:01:54 UTC 64.9K followers, 3022 engagements
"$AAPL advances while $NVDA stalls - typical (still have $XXX + $172as rec'd swing longs) Tech is a wreck while money rotates to bottom-fishing plays. $MSOS as example Beautiful oversold basket of $KSS $TGT $JBHT $ALB $BTU $LYB etc - for a trade ;-) #LiveTradingRoom" @SamanthaLaDuc on X 2025-07-10 15:17:53 UTC 64.9K followers, 3012 engagements
"Here comes more services inflation - for Fintech payment processing companies AND also consumers via $JPM #$PYPL $SQ $HOOD $COIN" @SamanthaLaDuc on X 2025-07-12 11:58:26 UTC 64.9K followers, 3133 engagements
"Yes - is a complete sentence. If you trade or track the USD and yields closely - and by association gold oil & inflation hedges like equities - then tariffs were ALWAYS on the docket. And the lower the dollar falls the higher tariffs will be😉" @SamanthaLaDuc on X 2025-07-12 16:23:00 UTC 64.9K followers, 5304 engagements
"Whose got refiners by the short hairs Also who rec'd $VLO at $XXX (now $155) $PBF at $XX (now $28) and $MPC at $XXX (now $183). I literally just updated clients this AM live that PBF has $25/share in real estate & Carlos Slim is no dummy so. #NotDone. It does not hurt that I have an oil trader on our LaDucTrading desk. 😉🕺💃🙏" @SamanthaLaDuc on X 2025-07-10 17:54:12 UTC 64.9K followers, 2836 engagements
"Curious: The 30Y yield is up 100bp since Fed started aggressively cutting Sept 18th. Short of QE or panic how will Fed cause yields to fall from further rate cuts" @SamanthaLaDuc on X 2025-07-13 14:52:54 UTC 64.9K followers, 10.5K engagements
"$MP + XX% on DOD contract. MP Materials has XX% ownership by Chamath & another XX% by China outfit. Interesting times" @SamanthaLaDuc on X 2025-07-10 13:05:49 UTC 64.9K followers, 7244 engagements
"Wouldn't it be THE FUNNIEST THING if this DC drama is what trips up the market CPI will be rising from here on out - don't care. Russia-Ukraine Iran-Isreal China-US. bite me. Rising term premia against falling dollar - so AI disruption to jobs. recession risk. - cope better. Spiking higher JGB yields - try harder. Powell bashing - nope Govt Shutdown risk - nope RUMORS of Xi getting pushed out - nope BUY BUY BUY everyday Enter: Ghislaine Maxwell THAT WOULD BE EFFING HILARIOUS" @SamanthaLaDuc on X 2025-07-14 20:43:40 UTC 64.9K followers, 7735 engagements
"@brandonmoretz 1987 was 1st triple digit VIX print but I hear ya" @SamanthaLaDuc on X 2025-07-13 17:48:00 UTC 64.9K followers, XXX engagements
"@RealJohnGaltFla Pretty much - and equities will stupidly rejoice" @SamanthaLaDuc on X 2025-07-13 17:17:45 UTC 64.9K followers, XXX engagements
"Powell is proving to be a pincushion for Pulte & other Trump-pandering pundits to pummel publicly. Positively pathetic posturing" @SamanthaLaDuc on X 2025-07-11 19:13:21 UTC 64.9K followers, 13.6K engagements
"But wait future Fed chair wannabe Ken Hasnett says US growth will be 3%/yr next 10yrs. 🤔😆 As Bond market says good luck with that Incoming: downwards revision of US GDP growth" @SamanthaLaDuc on X 2025-07-14 02:58:32 UTC 64.9K followers, 5320 engagements
"If a downturn hits buybacks will stop far more quickly than dividends potentially pulling away a key pillar of market support" @SamanthaLaDuc on X 2025-07-12 00:00:18 UTC 64.9K followers, 6452 engagements
"Emphasis on relentless price-insensitive bid $NVDA" @SamanthaLaDuc on X 2025-07-13 18:18:08 UTC 64.9K followers, 6172 engagements
"I'm not sure that when Trump talks of balancing our trade deficit through tariffs he is trying to drive the value of the US dollar lower in an attempt to reduce risk ahead of an economic downturn especially if interest rates rise; but either way as Geoffrey and I have discussed and posted for many months Trump's plan of devaluing the dollar is a feature not a bug of his plain to maintain US exceptionalism through isolationism" @SamanthaLaDuc on X 2025-07-09 13:06:43 UTC 64.9K followers, 9182 engagements
"Gotta timestamp this one: Hartnett's global flow trading rule: "when inflows to global equity & HY bonds exceed XXX% of AUM in X weeks sell past X weeks inflows to global equity/HY bonds = 1.0%.sell signal triggered for X st time since Jul24"" @SamanthaLaDuc on X 2025-07-11 23:26:03 UTC 64.9K followers, 17.6K engagements
"Trump threatening & GOP supporting XXX% tariffs on US trading partners (like CHINA and India) that buy their oil from Russia. Market show me you care. TARIFFS FOR ANY REASON" @SamanthaLaDuc on X 2025-07-14 18:15:29 UTC 64.9K followers, 3243 engagements
"Agin These are TARIFFS FOR ANY REASON. More than just to balance trade. Tariffs finance US fiscal spending needed to grow US out of this quagmire of a debt trap Its a way to slow/stop/reverse US CONSUMPTION OF TRADE USING DEBT. And it is very USD bearish. #CopperTariffs" @SamanthaLaDuc on X 2025-07-14 01:36:20 UTC 64.9K followers, 10.3K engagements
"You will not convince me this is not Player Ready One crap. Virtual token for Virtual real estate. Geoffrey sums up best: "So there is NOTHING to back the Token" And there is nothing to back their argument: Restrict the supply and say "hey I know there is ABSOLUTELY NOTHING to back those tokens but since I restricted the supply now it's worth more". #SoldToYou #MoneyLaundering #InflationOfframp" @SamanthaLaDuc on X 2025-07-14 15:59:14 UTC 64.9K followers, 4834 engagements
"As highlighted in ydays market thoughts: bullish Bitcoin & Ethereum charts. Both are screaming higher afterhours on this FinTwit news: CHINA ALLOWS OWNERSHIP OF BITCOIN & CRYPTO AGAIN But I can find NO PROOF and NO SOURCE for this news. So careful" @SamanthaLaDuc on X 2025-07-10 22:46:42 UTC 64.9K followers, 10.1K engagements
"🎯 These are retaliatory tariffs for sure but its also TARIFFS FOR ANY REASON. More than just to balance trade. Tariffs finance US fiscal spending needed to grow US out of this quagmire of a debt trap Geoffrey is right: Its a way to slow/stop/reverse US CONSUMPTION OF TRADE USING DEBT. And it is very USD bearish" @SamanthaLaDuc on X 2025-07-13 20:02:43 UTC 64.9K followers, 7480 engagements
"@Andrea_Texas_82 I am with you - on all but the Bitcoin. It's future garbage so although I can highly rec'd for speculation & TRADING 🤑 I am a strong advocate that it is not safe & institutions are foolish to hold" @SamanthaLaDuc on X 2025-07-14 15:29:17 UTC 64.9K followers, XXX engagements
"Trump making EVERYTHING that uses copper more expensive for US manufactures and consumers. 🙄 But it is very good for my recd $FCX swing long with $COPX & $XME - from May for clients 💃" @SamanthaLaDuc on X 2025-07-08 23:32:37 UTC 64.9K followers, 10.1K engagements
"Whose got refiners by the short hairs Also who rec'd $VLO at $XXX (now $155) $PBF at $XX (now $28) and $MPC at $XXX (now $183). I literally just updated clients this AM live that PBF has $25/share in real estate & Carlos Slim is no dummy so. #NotDone. It does not hurt that I have an oil trader on our LaDucTrading desk. 😉🕺💃🙏" @SamanthaLaDuc on X 2025-07-10 17:54:05 UTC 64.9K followers, 2564 engagements
""upcoming Q2 earnings should be solid. This is driven by: 1) due to the tariff turmoil conservative guidance was given by companies during Q1 earnings that sets a low bar for upcoming Q2 results 2) the X% drop in the US dollar in Q2 from Q1 helps the XX% of revenues in the S&P that are international and 3) there seems to be some continuing pull forward in demand in front of the price increases later this year due to tariffs." @DanielTNiles" @SamanthaLaDuc on X 2025-07-14 20:27:24 UTC 64.9K followers, 3316 engagements
"@HarrieScarlet not true. He invested $XXX million in 2020 for a XXXXX% ownership stake. Last I checked it was under 10%. Chamath confirmed April 5th of this year as well. $MP" @SamanthaLaDuc on X 2025-07-10 15:33:11 UTC 64.9K followers, XXX engagements
"@DerivativesDon Growth scare - inflation yield spike war recession Nvidia has the benefit of incumbency" @SamanthaLaDuc on X 2025-07-13 18:28:25 UTC 64.9K followers, XXX engagements
"Less USD demand/more gold. Falling petrol-dollar demand/dedollarizarion. Foreign yield chasing/higher US term premia. UST supply imbalance/balance of trade. MONEY GOES HOME" @SamanthaLaDuc on X 2025-07-14 01:22:29 UTC 64.9K followers, 6070 engagements
"Stablecoins as a New Source of Demand for Treasuries "stablecoin demand for T-bills could grow into trillions and the likely result is a steeper curve with significant new demand in the front end." Torsten Slok Apollo" @SamanthaLaDuc on X 2025-07-11 13:18:09 UTC 64.9K followers, 34.3K engagements
"I told clients I did not believe the rumors of Powell resigning. That's not to say he won't be removed but WHAT'S THE TRADE if he is" @SamanthaLaDuc on X 2025-07-13 15:30:22 UTC 64.9K followers, 11.7K engagements
"@traveler_jeff a database controlled by PLTR or ORCL or both" @SamanthaLaDuc on X 2025-07-10 15:41:00 UTC 64.9K followers, XXX engagements
"Now that $CCJ is up 7X since rec'd & the uranium rotation has taken on a whole big AI infrastructure build out mantra it's time to review my "It's so old it's new" report posted for clients X yrs ago. $URA $OKLO $URNM $FLR $SMR $JBL $GEV $BWXT $PWR $VST" @SamanthaLaDuc on X 2025-07-08 17:49:35 UTC 64.9K followers, 6477 engagements
""But another key driver of lower oil prices is demand destruction and thats coming from China. Gasoline demand is just grinding lower sharply as a result of Chinas electric vehicle boom." Trump is taking credit for falling oil prices of course but it's actually to China's credit. Geoffrey @GraphCall called this EV wave a good a year in advance for our clients while I gave $WTIC a $60-40 target for EOY 2025 last Apr 2024🎯" @SamanthaLaDuc on X 2025-07-11 15:33:00 UTC 64.9K followers, 8270 engagements
"@MacroInsight360 So not Boeing related failure $BA" @SamanthaLaDuc on X 2025-07-12 14:29:40 UTC 64.9K followers, XXX engagements
"deportations are a stagflationary impulse to the economy resulting in lower employment growth and higher wage inflation. What we already instinctively knew Apollo has modeled. The Economic Effects of Immigration Restrictions If 3000 unauthorized immigrants are deported every day the labor force will decline by roughly X million people in 2025. Lowering the labor force by X million will reduce the participation rate by XXX percentage points which will lower the unemployment rate lower job growth and increase wage inflation particularly in the sectors where unauthorized immigrants worknamely" @SamanthaLaDuc on X 2025-07-12 15:30:40 UTC 64.9K followers, 3566 engagements