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# ![@SamanthaLaDuc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::705540042.png) @SamanthaLaDuc Samantha LaDuc

Samantha LaDuc posts on X about ai, $nvda, 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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::705540042/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +32%
- X Months XXXXXXXXXX +40%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::705540042/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::705540042/c:line/m:posts_active.svg)

- X Month XXX -XX%
- X Months XXXXX +31%
- X Year XXXXX -XXXX%

### Followers: XXXXXX [#](/creator/twitter::705540042/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::705540042/c:line/m:followers.svg)

- X Week XXXXXX +0.13%
- X Month XXXXXX +1.10%
- X Months XXXXXX +7%
- X Year XXXXXX +15%

### CreatorRank: XXXXXXX [#](/creator/twitter::705540042/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::705540042/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #6412 [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [currencies](/list/currencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[ai](/topic/ai) 5.88%, [$nvda](/topic/$nvda) #746, [china](/topic/china) #3462, [nvda](/topic/nvda) #162, [$wtic](/topic/$wtic) #1, [inflation](/topic/inflation) #226, [$googl](/topic/$googl) #1157, [export](/topic/export) #118, [bearish](/topic/bearish) #133, [vix](/topic/vix) #118

**Top accounts mentioned or mentioned by**
[@dapstats](/creator/undefined) [@graphcall](/creator/undefined) [@tomaas26](/creator/undefined) [@pekalalaw](/creator/undefined) [@usroute41](/creator/undefined) [@aureliusltd28](/creator/undefined) [@captionella](/creator/undefined) [@brockzwell](/creator/undefined) [@mothercabrininy](/creator/undefined) [@nglfundamentals](/creator/undefined) [@whrohde](/creator/undefined) [@garyhadida](/creator/undefined) [@bogachan1971](/creator/undefined) [@backnfill](/creator/undefined) [@askslim](/creator/undefined) [@pogonific](/creator/undefined) [@tjtheodore](/creator/undefined) [@carolstrone](/creator/undefined) [@tj_theodore](/creator/undefined) [@jp_money_95630](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Oracle Corporation (ORCL)](/topic/$orcl) [Netflix Inc (NFLX)](/topic/$nflx) [Wave Life Sciences Ltd. Ordinary Shares (WVE)](/topic/$wve) [Eli Lilly and Company (LLY)](/topic/$lly) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Spotify Technology (SPOT)](/topic/$spot) [CVS Health Corp (CVS)](/topic/cvs) [Haven Protocol (XHV)](/topic/$xhv) [Goldman Sachs (GS)](/topic/goldman-sachs) [IBM (IBM)](/topic/ibm) [Solana (SOL)](/topic/solana) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Decentral Games (DG)](/topic/$dg) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Adobe, Inc. (ADBE)](/topic/$adbe) [Cream (CRM)](/topic/$crm)
### Top Social Posts
Top posts by engagements in the last XX hours

"Supreme Court Appears Poised to Give President More Power to Fire Government Officials"  
[X Link](https://x.com/SamanthaLaDuc/status/1998125978602942568)  2025-12-08T20:22Z 69K followers, 142K engagements


"Are we running it hot enough "Over $XX trillion was added to global debt stockpiles in the first three quarters of 2025 marking a fresh high of near $XXX trillion. Driven largely by government borrowing debt in both mature and emerging markets has hit new records." GLOBAL DEBT RISES TO $XXXXX TRILLION IN 3Q25 XXX% OF GLOBAL GDP SAYS IIF MATURE ECONOMIES' DEBT UP BY OVER $XX TRILLION THIS YEAR; U.S. FRANCE GERMANY UK LEAD SAYS IIF"  
[X Link](https://x.com/SamanthaLaDuc/status/1998440538882576845)  2025-12-09T17:12Z 69K followers, 15.2K engagements


""Bank of Japans Rate Hike odds have swung violently from high to low to back up to high (82%) again. Fed Rate Cut odds have swung violently from high to low to high (90%) again. As I posted November 20th: Japan Has A Fed Problem so careful if Fed disappoints.""  
[X Link](https://x.com/SamanthaLaDuc/status/1996004358673060240)  2025-12-02T23:51Z 69K followers, 4288 engagements


"Told yaπŸ˜‰ FT: Beijing is set to limit access to Nvidias advanced H200 chips despite Donald Trumps decision to allow the export of the technology to China $NVDA"  
[X Link](https://x.com/SamanthaLaDuc/status/1998374451633947001)  2025-12-09T12:49Z 69K followers, 5591 engagements


"I forgot to even talk about RECESSION RISK on oil demand. πŸ™…β™€"  
[X Link](https://x.com/SamanthaLaDuc/status/1998504488882340306)  2025-12-09T21:26Z 69K followers, 4084 engagements


"Macro & Micro - In A Nutshell VIX QQQ WVE TE LLY XLV NVDA META MRVL CRDO PEP CVS XRT WRBY"  
[X Link](https://x.com/SamanthaLaDuc/status/1998532441594872114)  2025-12-09T23:17Z 69K followers, 4848 engagements


"Jason & I reviewed $XHV in our webinar last week - as it isn't usually this volatile. πŸ˜‰πŸ€‘ The Volland dealer option flow tools show positioning in a way that helps our clients better position & protect"  
[X Link](https://x.com/SamanthaLaDuc/status/1990955475240677750)  2025-11-19T01:29Z 69K followers, 9525 engagements


"November 2025: Brent Oil Price is $XX. 2026 Oil Forecast bottom range: Goldman Sachs: $XX JP Morgan: $XX I gave mine in April 2024 for EOY 2025: $WTIC $60-40 πŸ˜‰πŸ˜œ Gonna stick with it for 2026. Any lower and. Houston we have a problem"  
[X Link](https://x.com/SamanthaLaDuc/status/1993315463292752387)  2025-11-25T13:46Z 69K followers, 3446 engagements


"Infinite GPU demand at risk $NVDA Unlikely given expected $8T of capex is needed to create 100GW of data center energy that requires $800B profit JUST to service interest expense. D.O.A"  
[X Link](https://x.com/SamanthaLaDuc/status/1995824390441677159)  2025-12-02T11:56Z 69K followers, 17.7K engagements


"We covered a lot of plays that are working so lets dig in Micro In A Nutshell: CSCO TER RIO VALE EWZ FCX SCCO COPX AA MT XLP XLY WMT DECK ACN ODFL ASML AMAT RIVN OKTA GSK AZN BMY UNH GM TSLA CVNA NAT GAS EQT"  
[X Link](https://x.com/SamanthaLaDuc/status/1996350503392059732)  2025-12-03T22:47Z 69K followers, 13K engagements


"Tether (an offshore crypto ponzi company) takes part in takeover of an American company outside regulations or disclosures. $VCIG Sounds. hostile. #Oobit #Solana"  
[X Link](https://x.com/SamanthaLaDuc/status/1996690406445137933)  2025-12-04T21:17Z 69K followers, 4682 engagements


"PLAYING DEFENSIVE Set Up For A VIX Unclench When Negative Vanna Will Matter Updated Wonky Rate Differential Intermarket Tell Consumer Cyclical Rotation Engaged That AI Air Pocket of Risk"  
[X Link](https://x.com/SamanthaLaDuc/status/1997355725031346686)  2025-12-06T17:21Z 69K followers, 14.4K engagements


"U.S. LAYOFFS ARE ON TRACK TO EXCEED GREAT FINANCIAL CRISIS LEVELS Trump clearly doesnt understand or care about jobs or the inflation impact on jobs. RECESSION INTO ALL TIME HIGHS theme continues"  
[X Link](https://x.com/SamanthaLaDuc/status/1997879305766928841)  2025-12-08T04:01Z 69K followers, 31.7K engagements


"@askslim why can't we all play nice in the sandbox πŸ₯Ή"  
[X Link](https://x.com/SamanthaLaDuc/status/1998062905472766079)  2025-12-08T16:11Z 69K followers, XXX engagements


"@DJ_Tao @CGasparino $PSKY yup looks like it Nice job"  
[X Link](https://x.com/SamanthaLaDuc/status/1998085344072450072)  2025-12-08T17:40Z 69K followers, XX engagements


"@pogonific @Aureliusltd28 except I never said "implies risk of US default going up" . "default" is the wrong word. risk of falling collateral values. risk of repricing of risk assets. risk of dollar devaluation picking up speed. But I never said US DEFAULTS"  
[X Link](https://x.com/SamanthaLaDuc/status/1998458287583367265)  2025-12-09T18:22Z 69K followers, XX engagements


"@tomaas26 what are Vegas/Polymarket odds I bet it's low low low ;-)"  
[X Link](https://x.com/SamanthaLaDuc/status/1998459873999180238)  2025-12-09T18:28Z 69K followers, XX engagements


"Trump Admin buying XXXX% of its actual SPR inventory isn't really much (with only 13m YTD). Especially compared to past couple of years. πŸ€” It might put a psychological floor in for now but doesn't fix global falling demand for oil. #RBOB $WTIC"  
[X Link](https://x.com/SamanthaLaDuc/status/1981046038518431994)  2025-10-22T17:12Z 69K followers, 3257 engagements


"Bottom Fishing Oversold Plays Nov XX client post: Sell The Rumor of Consumer Cyclical Slowdown; Buy The News - has resulted in some great chases in oversold retail & software namesπŸ˜‰ $DLTR $DG $LULU $ADBE $CRM Can they follow through as AI story stocks sag JOIN US&FIND OUT"  
[X Link](https://x.com/SamanthaLaDuc/status/1997723423850803331)  2025-12-07T17:42Z 69K followers, 5811 engagements


"Who had @RepMTG starting a movement - DEFECTION & self-preservation - on their 2026 Bingo card 🀯 GOP RetirementπŸ₯Ά Trump is a lame duck but the market doesnt know it yet"  
[X Link](https://x.com/SamanthaLaDuc/status/1998069724190785830)  2025-12-08T16:38Z 69K followers, 7690 engagements


"OK that 1st part is working: "Set Up For A VIX Unclench" VIX +10% (but I still have QQQ XXXXXX before real selling triggers)"  
[X Link](https://x.com/SamanthaLaDuc/status/1998090843027284352)  2025-12-08T18:02Z 69K followers, 8488 engagements


"@Aureliusltd28 I said "Imagine" that it could come. Market is front-running Fed easing. But as Geoffrey reminds: @GraphCall "The mere idea of expanding the balance sheet while inflation is not on target and velocity is not low is an abomination.""  
[X Link](https://x.com/SamanthaLaDuc/status/1998459162242453635)  2025-12-09T18:26Z 69K followers, XXX engagements


"@Captionella is this log looks like overhead above. SPX 7150"  
[X Link](https://x.com/SamanthaLaDuc/status/1998469745138610237)  2025-12-09T19:08Z 69K followers, XX engagements


"@tomaas26 they ask the wrong question tho ;-)"  
[X Link](https://x.com/SamanthaLaDuc/status/1998471090973159645)  2025-12-09T19:13Z 69K followers, XX engagements


"@BRockzWell Like how Jared Kushner along with Saudi Dubai and Abu Dhabi funds are making a hostile bid through Paramount for WBD"  
[X Link](https://x.com/SamanthaLaDuc/status/1998743764559351919)  2025-12-10T13:17Z 69K followers, XX engagements


"Omg hes right: THE biggest IPOs of all time have yet to launch. Wall At is incentivized to keep market bid until they do #SoldToYou"  
[X Link](https://x.com/SamanthaLaDuc/status/1997483436106293396)  2025-12-07T01:48Z 69K followers, 42.5K engagements


"China doesn't want or need them. $NVDA"  
[X Link](https://x.com/SamanthaLaDuc/status/1998127448215650590)  2025-12-08T20:28Z 69K followers, 38.5K engagements


"This was my premarket rant live - even before I had my coffee.πŸ’ƒ $WVE XX to XX πŸ˜³πŸ€£πŸš€ $LLY nice short with $XLV UPDATE on my fave trend: $ASTS 🫢 Bonus: $RKLB with $TE πŸ˜‰ Chase short in $GOOGL long in $ORCL And continued swing shorts in $NFLX & $SPOT Have a great week"  
[X Link](https://x.com/SamanthaLaDuc/status/1998147564189921712)  2025-12-08T21:47Z 69K followers, 20.3K engagements


"You know what's not priced in Fed rate cuts priced out in 2026 X. Fed has no consensus - so good luck to any incoming Fed Chair ;-) X. Powell could be encouraging dissent so as to keep it that way - AND "Fed's Independence". X. For Powell's last hat trick - he stays on as Fed Governor AFTER his term as Fed Chair expires in May. Market is not pricing in: "POWELL AS SHADOW FED CHAIR" πŸ˜‰"  
[X Link](https://x.com/SamanthaLaDuc/status/1998434724105048499)  2025-12-09T16:49Z 69K followers, 11K engagements


"Why Im Staying Short #Oil Into 2026 Still bearish on #crudeoil despite widespread bullish calls - Rick Rule etc. I have focused on falling global demand rising EV adoption & Geoffrey's take on renewables as cost-competitive. @GraphCall $WTIC #CL1"  
[X Link](https://x.com/SamanthaLaDuc/status/1998470670229889161)  2025-12-09T19:11Z 69K followers, 7912 engagements


"Its been Chinas goal for a few years to boost consumption internally to wean off heavy export reliance with US. The difference is now they have done a great job with the pivot & no longer need USD UST US Oil let alone $NVDA Chips. See my article: THE MANHATTAN PROJECT 2.0"  
[X Link](https://x.com/SamanthaLaDuc/status/1998493131285696580)  2025-12-09T20:41Z 69K followers, 6108 engagements


"$WVE up another +15% on top of XXX% & it's not a gamma squeeze πŸ˜‰ $TE up another +12% & $ASTS doing nothing wrong. 🫢"  
[X Link](https://x.com/SamanthaLaDuc/status/1998523050686611745)  2025-12-09T22:40Z 69K followers, 4330 engagements


"@tj_theodore But has anyone explained why dollar yen is in any way shape or form related to crypto I havent seen a convincing enough argument"  
[X Link](https://x.com/SamanthaLaDuc/status/1998574454511673682)  2025-12-10T02:04Z 69K followers, XXX engagements


"@tj_theodore Txs for sharing - I see the short term correlation just not the causation. πŸ™ƒ"  
[X Link](https://x.com/SamanthaLaDuc/status/1998740810037137676)  2025-12-10T13:05Z 69K followers, XX engagements


"Except the blow-off top is made harder by what Geoffrey has warned about since Fed started on its rate cutting regime last year: "You don't lower rates by monetizing fiscal deficit." @GraphCall for LaDucTrading clients This is why long-term interest rates are going up when the Fed is cutting rates - not just growing Tbill issuance or inflation expectations. Charts h/t Apollo Slok"  
[X Link](https://x.com/SamanthaLaDuc/status/1998812589074063782)  2025-12-10T17:50Z 69K followers, 15.1K engagements


"Cutting blind today without data - just on "insurance" cuts (& political expediency). Next year however. they NEED a reason to cut"  
[X Link](https://x.com/SamanthaLaDuc/status/1998842674275914006)  2025-12-10T19:50Z 69K followers, 10.3K engagements


"So Fed will let unemployment rate rise a bit before they act but they think the current rate cuts will stop a sharper downturn. Got it. πŸ˜‰πŸ˜‰"  
[X Link](https://x.com/SamanthaLaDuc/status/1998851543848857810)  2025-12-10T20:25Z 69K followers, 5049 engagements


"$GOOGL invested in SpaceX early. "In Q1 2025 Alphabet reported $X billion in unrealized gains from a non-marketable equity security in a private company. Bloomberg confirmed it was SpaceX. That $X billion boost represented nearly XX% of Googles entire net income for the quarter." Now SpaceX valuation has more than doubled. Same time $GOOG has invested XXXX% in $ASTS. πŸ˜‰+πŸ˜‰"  
[X Link](https://x.com/SamanthaLaDuc/status/1998930947329110028)  2025-12-11T01:40Z 69K followers, 1416 engagements


"$GOOGL invested in SpaceX early. "In Q1 2025 Alphabet reported $X billion in unrealized gains from a non-marketable equity security in a private company. Bloomberg confirmed it was SpaceX. That $X billion boost represented nearly XX% of Googles entire net income for the quarter." And that was based on the $XXX billion valuation from late 2024. If SpaceX hits the $XXX trillion target the paper gains from this single position could exceed $XX billion more." Guess what: last month $GOOG invested in $ASTS and now owns 3.22%. πŸ˜‰+πŸ˜‰"  
[X Link](https://x.com/SamanthaLaDuc/status/1998932564325662751)  2025-12-11T01:47Z 69K followers, 3939 engagements


"@CarolStrone @Bogachan_1971 "Foreign entities hold approximately $XXX to $XXX trillion of U.S. federal debt roughly XX% of the total public debt with Japan China and the UK as the largest foreign holders""  
[X Link](https://x.com/SamanthaLaDuc/status/1998969104850629045)  2025-12-11T04:12Z 69K 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.]

@SamanthaLaDuc Avatar @SamanthaLaDuc Samantha LaDuc

Samantha LaDuc posts on X about ai, $nvda, 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 #

Engagements Line Chart

  • X Week XXXXXXX -XX%
  • X Month XXXXXXXXX +32%
  • X Months XXXXXXXXXX +40%
  • X Year XXXXXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Month XXX -XX%
  • X Months XXXXX +31%
  • X Year XXXXX -XXXX%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.13%
  • X Month XXXXXX +1.10%
  • X Months XXXXXX +7%
  • X Year XXXXXX +15%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence finance #6412 stocks XXXXX% technology brands XXXXX% countries XXXX% cryptocurrencies XXXX% travel destinations XXXX% currencies XXXX% automotive brands XXXX% fashion brands XXXX% exchanges XXXX%

Social topic influence ai 5.88%, $nvda #746, china #3462, nvda #162, $wtic #1, inflation #226, $googl #1157, export #118, bearish #133, vix #118

Top accounts mentioned or mentioned by @dapstats @graphcall @tomaas26 @pekalalaw @usroute41 @aureliusltd28 @captionella @brockzwell @mothercabrininy @nglfundamentals @whrohde @garyhadida @bogachan1971 @backnfill @askslim @pogonific @tjtheodore @carolstrone @tj_theodore @jp_money_95630

Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Oracle Corporation (ORCL) Netflix Inc (NFLX) Wave Life Sciences Ltd. Ordinary Shares (WVE) Eli Lilly and Company (LLY) Rocket Lab USA, Inc. Common Stock (RKLB) Spotify Technology (SPOT) CVS Health Corp (CVS) Haven Protocol (XHV) Goldman Sachs (GS) IBM (IBM) Solana (SOL) Paramount Skydance Corporation Class B Common Stock (PSKY) Decentral Games (DG) Dollar Tree Inc (DLTR) Lululemon Athletica Inc (LULU) Adobe, Inc. (ADBE) Cream (CRM)

Top Social Posts

Top posts by engagements in the last XX hours

"Supreme Court Appears Poised to Give President More Power to Fire Government Officials"
X Link 2025-12-08T20:22Z 69K followers, 142K engagements

"Are we running it hot enough "Over $XX trillion was added to global debt stockpiles in the first three quarters of 2025 marking a fresh high of near $XXX trillion. Driven largely by government borrowing debt in both mature and emerging markets has hit new records." GLOBAL DEBT RISES TO $XXXXX TRILLION IN 3Q25 XXX% OF GLOBAL GDP SAYS IIF MATURE ECONOMIES' DEBT UP BY OVER $XX TRILLION THIS YEAR; U.S. FRANCE GERMANY UK LEAD SAYS IIF"
X Link 2025-12-09T17:12Z 69K followers, 15.2K engagements

""Bank of Japans Rate Hike odds have swung violently from high to low to back up to high (82%) again. Fed Rate Cut odds have swung violently from high to low to high (90%) again. As I posted November 20th: Japan Has A Fed Problem so careful if Fed disappoints.""
X Link 2025-12-02T23:51Z 69K followers, 4288 engagements

"Told yaπŸ˜‰ FT: Beijing is set to limit access to Nvidias advanced H200 chips despite Donald Trumps decision to allow the export of the technology to China $NVDA"
X Link 2025-12-09T12:49Z 69K followers, 5591 engagements

"I forgot to even talk about RECESSION RISK on oil demand. πŸ™…β™€"
X Link 2025-12-09T21:26Z 69K followers, 4084 engagements

"Macro & Micro - In A Nutshell VIX QQQ WVE TE LLY XLV NVDA META MRVL CRDO PEP CVS XRT WRBY"
X Link 2025-12-09T23:17Z 69K followers, 4848 engagements

"Jason & I reviewed $XHV in our webinar last week - as it isn't usually this volatile. πŸ˜‰πŸ€‘ The Volland dealer option flow tools show positioning in a way that helps our clients better position & protect"
X Link 2025-11-19T01:29Z 69K followers, 9525 engagements

"November 2025: Brent Oil Price is $XX. 2026 Oil Forecast bottom range: Goldman Sachs: $XX JP Morgan: $XX I gave mine in April 2024 for EOY 2025: $WTIC $60-40 πŸ˜‰πŸ˜œ Gonna stick with it for 2026. Any lower and. Houston we have a problem"
X Link 2025-11-25T13:46Z 69K followers, 3446 engagements

"Infinite GPU demand at risk $NVDA Unlikely given expected $8T of capex is needed to create 100GW of data center energy that requires $800B profit JUST to service interest expense. D.O.A"
X Link 2025-12-02T11:56Z 69K followers, 17.7K engagements

"We covered a lot of plays that are working so lets dig in Micro In A Nutshell: CSCO TER RIO VALE EWZ FCX SCCO COPX AA MT XLP XLY WMT DECK ACN ODFL ASML AMAT RIVN OKTA GSK AZN BMY UNH GM TSLA CVNA NAT GAS EQT"
X Link 2025-12-03T22:47Z 69K followers, 13K engagements

"Tether (an offshore crypto ponzi company) takes part in takeover of an American company outside regulations or disclosures. $VCIG Sounds. hostile. #Oobit #Solana"
X Link 2025-12-04T21:17Z 69K followers, 4682 engagements

"PLAYING DEFENSIVE Set Up For A VIX Unclench When Negative Vanna Will Matter Updated Wonky Rate Differential Intermarket Tell Consumer Cyclical Rotation Engaged That AI Air Pocket of Risk"
X Link 2025-12-06T17:21Z 69K followers, 14.4K engagements

"U.S. LAYOFFS ARE ON TRACK TO EXCEED GREAT FINANCIAL CRISIS LEVELS Trump clearly doesnt understand or care about jobs or the inflation impact on jobs. RECESSION INTO ALL TIME HIGHS theme continues"
X Link 2025-12-08T04:01Z 69K followers, 31.7K engagements

"@askslim why can't we all play nice in the sandbox πŸ₯Ή"
X Link 2025-12-08T16:11Z 69K followers, XXX engagements

"@DJ_Tao @CGasparino $PSKY yup looks like it Nice job"
X Link 2025-12-08T17:40Z 69K followers, XX engagements

"@pogonific @Aureliusltd28 except I never said "implies risk of US default going up" . "default" is the wrong word. risk of falling collateral values. risk of repricing of risk assets. risk of dollar devaluation picking up speed. But I never said US DEFAULTS"
X Link 2025-12-09T18:22Z 69K followers, XX engagements

"@tomaas26 what are Vegas/Polymarket odds I bet it's low low low ;-)"
X Link 2025-12-09T18:28Z 69K followers, XX engagements

"Trump Admin buying XXXX% of its actual SPR inventory isn't really much (with only 13m YTD). Especially compared to past couple of years. πŸ€” It might put a psychological floor in for now but doesn't fix global falling demand for oil. #RBOB $WTIC"
X Link 2025-10-22T17:12Z 69K followers, 3257 engagements

"Bottom Fishing Oversold Plays Nov XX client post: Sell The Rumor of Consumer Cyclical Slowdown; Buy The News - has resulted in some great chases in oversold retail & software namesπŸ˜‰ $DLTR $DG $LULU $ADBE $CRM Can they follow through as AI story stocks sag JOIN US&FIND OUT"
X Link 2025-12-07T17:42Z 69K followers, 5811 engagements

"Who had @RepMTG starting a movement - DEFECTION & self-preservation - on their 2026 Bingo card 🀯 GOP RetirementπŸ₯Ά Trump is a lame duck but the market doesnt know it yet"
X Link 2025-12-08T16:38Z 69K followers, 7690 engagements

"OK that 1st part is working: "Set Up For A VIX Unclench" VIX +10% (but I still have QQQ XXXXXX before real selling triggers)"
X Link 2025-12-08T18:02Z 69K followers, 8488 engagements

"@Aureliusltd28 I said "Imagine" that it could come. Market is front-running Fed easing. But as Geoffrey reminds: @GraphCall "The mere idea of expanding the balance sheet while inflation is not on target and velocity is not low is an abomination.""
X Link 2025-12-09T18:26Z 69K followers, XXX engagements

"@Captionella is this log looks like overhead above. SPX 7150"
X Link 2025-12-09T19:08Z 69K followers, XX engagements

"@tomaas26 they ask the wrong question tho ;-)"
X Link 2025-12-09T19:13Z 69K followers, XX engagements

"@BRockzWell Like how Jared Kushner along with Saudi Dubai and Abu Dhabi funds are making a hostile bid through Paramount for WBD"
X Link 2025-12-10T13:17Z 69K followers, XX engagements

"Omg hes right: THE biggest IPOs of all time have yet to launch. Wall At is incentivized to keep market bid until they do #SoldToYou"
X Link 2025-12-07T01:48Z 69K followers, 42.5K engagements

"China doesn't want or need them. $NVDA"
X Link 2025-12-08T20:28Z 69K followers, 38.5K engagements

"This was my premarket rant live - even before I had my coffee.πŸ’ƒ $WVE XX to XX πŸ˜³πŸ€£πŸš€ $LLY nice short with $XLV UPDATE on my fave trend: $ASTS 🫢 Bonus: $RKLB with $TE πŸ˜‰ Chase short in $GOOGL long in $ORCL And continued swing shorts in $NFLX & $SPOT Have a great week"
X Link 2025-12-08T21:47Z 69K followers, 20.3K engagements

"You know what's not priced in Fed rate cuts priced out in 2026 X. Fed has no consensus - so good luck to any incoming Fed Chair ;-) X. Powell could be encouraging dissent so as to keep it that way - AND "Fed's Independence". X. For Powell's last hat trick - he stays on as Fed Governor AFTER his term as Fed Chair expires in May. Market is not pricing in: "POWELL AS SHADOW FED CHAIR" πŸ˜‰"
X Link 2025-12-09T16:49Z 69K followers, 11K engagements

"Why Im Staying Short #Oil Into 2026 Still bearish on #crudeoil despite widespread bullish calls - Rick Rule etc. I have focused on falling global demand rising EV adoption & Geoffrey's take on renewables as cost-competitive. @GraphCall $WTIC #CL1"
X Link 2025-12-09T19:11Z 69K followers, 7912 engagements

"Its been Chinas goal for a few years to boost consumption internally to wean off heavy export reliance with US. The difference is now they have done a great job with the pivot & no longer need USD UST US Oil let alone $NVDA Chips. See my article: THE MANHATTAN PROJECT 2.0"
X Link 2025-12-09T20:41Z 69K followers, 6108 engagements

"$WVE up another +15% on top of XXX% & it's not a gamma squeeze πŸ˜‰ $TE up another +12% & $ASTS doing nothing wrong. 🫢"
X Link 2025-12-09T22:40Z 69K followers, 4330 engagements

"@tj_theodore But has anyone explained why dollar yen is in any way shape or form related to crypto I havent seen a convincing enough argument"
X Link 2025-12-10T02:04Z 69K followers, XXX engagements

"@tj_theodore Txs for sharing - I see the short term correlation just not the causation. πŸ™ƒ"
X Link 2025-12-10T13:05Z 69K followers, XX engagements

"Except the blow-off top is made harder by what Geoffrey has warned about since Fed started on its rate cutting regime last year: "You don't lower rates by monetizing fiscal deficit." @GraphCall for LaDucTrading clients This is why long-term interest rates are going up when the Fed is cutting rates - not just growing Tbill issuance or inflation expectations. Charts h/t Apollo Slok"
X Link 2025-12-10T17:50Z 69K followers, 15.1K engagements

"Cutting blind today without data - just on "insurance" cuts (& political expediency). Next year however. they NEED a reason to cut"
X Link 2025-12-10T19:50Z 69K followers, 10.3K engagements

"So Fed will let unemployment rate rise a bit before they act but they think the current rate cuts will stop a sharper downturn. Got it. πŸ˜‰πŸ˜‰"
X Link 2025-12-10T20:25Z 69K followers, 5049 engagements

"$GOOGL invested in SpaceX early. "In Q1 2025 Alphabet reported $X billion in unrealized gains from a non-marketable equity security in a private company. Bloomberg confirmed it was SpaceX. That $X billion boost represented nearly XX% of Googles entire net income for the quarter." Now SpaceX valuation has more than doubled. Same time $GOOG has invested XXXX% in $ASTS. πŸ˜‰+πŸ˜‰"
X Link 2025-12-11T01:40Z 69K followers, 1416 engagements

"$GOOGL invested in SpaceX early. "In Q1 2025 Alphabet reported $X billion in unrealized gains from a non-marketable equity security in a private company. Bloomberg confirmed it was SpaceX. That $X billion boost represented nearly XX% of Googles entire net income for the quarter." And that was based on the $XXX billion valuation from late 2024. If SpaceX hits the $XXX trillion target the paper gains from this single position could exceed $XX billion more." Guess what: last month $GOOG invested in $ASTS and now owns 3.22%. πŸ˜‰+πŸ˜‰"
X Link 2025-12-11T01:47Z 69K followers, 3939 engagements

"@CarolStrone @Bogachan_1971 "Foreign entities hold approximately $XXX to $XXX trillion of U.S. federal debt roughly XX% of the total public debt with Japan China and the UK as the largest foreign holders""
X Link 2025-12-11T04:12Z 69K followers, XXX engagements

creator/x::SamanthaLaDuc
/creator/x::SamanthaLaDuc