[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.]

# ![@SpecialSitsNews Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1242122660500381696.png) @SpecialSitsNews Special Situations 🌐 Research Newsletter (Jay)

Global markets are experiencing significant developments, including the US Federal Reserve's potential interest rate cuts and trade tensions between the US and China. Major companies such as Walmart, Google, and Intel are making headlines with partnerships, deals, and earnings reports, while also navigating challenges like chip supply issues and regulatory scrutiny. The global economy is also impacted by events like the Ukraine-Russia conflict, government shutdowns, and fluctuations in oil prices and cryptocurrency values.

### Engagements: XXXXXX [#](/creator/twitter::1242122660500381696/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1242122660500381696/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +5.40%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1242122660500381696/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1242122660500381696/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX -XXXX%
- X Year XXXXX +4.90%

### Followers: XXXXXXX [#](/creator/twitter::1242122660500381696/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1242122660500381696/c:line/m:followers.svg)

- X Week XXXXXXX +0.10%
- X Month XXXXXXX +0.94%
- X Months XXXXXXX +4.20%
- X Year XXXXXXX +19%

### CreatorRank: XXXXXXX [#](/creator/twitter::1242122660500381696/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1242122660500381696/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #3908 [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #1967 [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXX% [exchanges](/list/exchanges)  #670 [agencies](/list/agencies)  XXXX% [celebrities](/list/celebrities)  XXXX%

**Social topic influence**
[$uso](/topic/$uso) #1, [$uco](/topic/$uco) #1, [$bno](/topic/$bno) #1, [$nvda](/topic/$nvda) #211, [inflation](/topic/inflation) #1179, [ai](/topic/ai) 2.88%, [$amd](/topic/$amd) #21, [business](/topic/business) 2.16%, [wall street](/topic/wall-street) #575, [$xle](/topic/$xle) #1

**Top accounts mentioned or mentioned by**
[@capybarareborn](/creator/undefined) [@zerohedge](/creator/undefined) [@spacex](/creator/undefined) [@coryklippsten](/creator/undefined) [@citizenbitcoin](/creator/undefined) [@skwp](/creator/undefined) [@travellers](/creator/undefined) [@tictoctick](/creator/undefined) [@grahampgraham](/creator/undefined) [@sinomarket](/creator/undefined) [@eiagov](/creator/undefined) [@tradingpulsex](/creator/undefined) [@michaelaarouet](/creator/undefined) [@liwardoggy](/creator/undefined) [@losertrader13](/creator/undefined) [@_donazoff](/creator/undefined) [@entropicalm](/creator/undefined) [@leonelissen](/creator/undefined) [@sehrlangsam2](/creator/undefined) [@secrets4stocks](/creator/undefined)

**Top assets mentioned**
[Uniris (UCO)](/topic/$uco) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Advanced Micro Devices (AMD)](/topic/$amd) [Ares Protocol (ARES)](/topic/$ares) [Blackstone, Inc. (BX)](/topic/$bx) [OwlDAO (OWL)](/topic/$owl) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/$msft) [Alibaba Group (BABA)](/topic/$baba) [Klarna Group (KLAR)](/topic/klarna) [Strategy (MSTR)](/topic/$mstr) [Strive, Inc. (ASST)](/topic/$asst) [Inspect (INSP)](/topic/$insp) [SATS (Ordinals) (SATS)](/topic/$sats) [IBM (IBM)](/topic/ibm) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Arweave (AR)](/topic/$ar) [Antero Resources, Corp. (AR)](/topic/antero-resources-corp) [Molina Healthcare, Inc. (MOH)](/topic/molina-healthcare-inc) [Union Pacific Corporation (UNP)](/topic/union-pacific) [UNIPOLY (UNP)](/topic/$unp) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [Levi Strauss & Co. Class A Common Stock (LEVI)](/topic/$levi) [Walmart, Inc. (WMT)](/topic/$wmt) [Goldman Sachs (GS)](/topic/goldman-sachs) [Simplify Macro Strategy ETF (FIG)](/topic/$fig) [IonQ, Inc. (IONQ)](/topic/$ionq) [Omnicom Group Inc. (OMC)](/topic/$omc)
### Top Social Posts
Top posts by engagements in the last XX hours

"BNPL exploded this holiday season Klarna saw a XX% year-over-year increase in U.S. sales from November X through Black Friday. Footwear tech beauty and home goods all performed strongly"  
[X Link](https://x.com/SpecialSitsNews/status/1995510106633699585)  2025-12-01T15:07Z 135.1K followers, 34K engagements


"The fact that bankruptcy filings are modestly higher is nothing to get too worked up about. Given all the X base rate rate (LIBOR/SOFR) refinancings that occurred in 2020-2021 defaults should be MUCH HIGHER. I'm actually surprised they are this LOW Imagine a X year bond for a zombie company maturing in 2025 of course there are going to be some issues"  
[X Link](https://x.com/SpecialSitsNews/status/1997724280118026260)  2025-12-07T17:45Z 135.1K followers, 4688 engagements


"Saylor's $MSTR buys another 10624 #bitcoin worth $XXX million $ASST"  
[X Link](https://x.com/SpecialSitsNews/status/1998016558568792158)  2025-12-08T13:07Z 135.1K followers, XXX engagements


"Retail traders are now the biggest volume traders in the entire U.S. equity market (Empirical Research Partners)"  
[X Link](https://x.com/SpecialSitsNews/status/1992678817328984160)  2025-11-23T19:37Z 135.1K followers, 128.1K engagements


"Inspire Medical $INSP shares climb XX% after the US government released the final 2026 reimbursement rules for devices including Inspires product to treat obstructive sleep apnea. The news spurred an upgrade at Stifel. Stifel analyst Jonathan Block upgrades Inspire to buy from neutral noting that the final fee for CPT code 64568 which the company now uses for its Inspire V device changed dramatically Says the 2026 proposal called for an increase to $32000 from $30500 in a hospital setting but the final payment rate is closer to $45000 Adds that the 2026 final rate in ambulatory surgical"  
[X Link](https://x.com/SpecialSitsNews/status/1992986316540088772)  2025-11-24T15:59Z 135.1K followers, 3836 engagements


"$nvda $amd shipments"  
[X Link](https://x.com/SpecialSitsNews/status/1994903097408094343)  2025-11-29T22:55Z 135.1K followers, 13K engagements


"Prediction markets are becoming bigger and bigger in our daily information flow"  
[X Link](https://x.com/SpecialSitsNews/status/1996659200559403212)  2025-12-04T19:13Z 135.1K followers, 5264 engagements


"AMD restarting GPU sales to China AMD will pay XX% tax on MI308 chip exports to China. $AMD"  
[X Link](https://x.com/SpecialSitsNews/status/1996666084469199204)  2025-12-04T19:41Z 135.1K followers, 4579 engagements


"While delayed core PCE very reasonable for Fed to cut in Dec"  
[X Link](https://x.com/SpecialSitsNews/status/1997091539265216650)  2025-12-05T23:51Z 135.1K followers, 6820 engagements


"SpaceX not raising money at $XXX billion $SATS But are there secondary employee sales at that valuation And are the sales large enough to matter"  
[X Link](https://x.com/SpecialSitsNews/status/1997653957481480579)  2025-12-07T13:06Z 135.1K followers, 10.7K engagements


"Heading to the $msft excel world championships"  
[X Link](https://x.com/SpecialSitsNews/status/1997766729788014695)  2025-12-07T20:34Z 135.1K followers, 5539 engagements


"Merger Monday: International Business Machines $IBM is in advanced talks to acquire Confluent for around $XX billion according to people familiar with the matter. Confluent $CFLT provides technology that helps manage streams of real-time data used in big artificial-intelligence models and an acquisition would be the biggest deal for IBM in recent memory as it repositions its business around AI. A deal could be announced as soon as Monday but the talks could still fall apart according to people familiar with the matter"  
[X Link](https://x.com/SpecialSitsNews/status/1997952274811740197)  2025-12-08T08:51Z 135.1K followers, 4253 engagements


"White House Sr Adviser Hassett on Fed: We should continue to get the rate down some - CNBC"  
[X Link](https://x.com/SpecialSitsNews/status/1998018738009133485)  2025-12-08T13:16Z 135.1K followers, 3060 engagements


"Jensen says that if Sega had kept its $5mn $nvda investment it would be worth around $X trillion today. Posted on this last year. Hindsight is 20/20"  
[X Link](https://x.com/SpecialSitsNews/status/1998024308057313734)  2025-12-08T13:38Z 135.1K followers, 11.8K engagements


"$MOH Molina Healthcare Inc. reported a steep quarterly earnings miss and cut its guidance for the third time in recent months warning profit wont grow next year as medical costs climb. The company spent XX% of ACA premium revenues on medical expenses well above the XX% rate Wall Street analysts expected and now expects adjusted earnings of $XX a share for the full year. Molina's shares plummeted XX% in trading before US exchanges opened and other health insurers with large businesses focused on Affordable Care Act plans also fell amid increasing medical costs in plans provided through the"  
[X Link](https://x.com/SpecialSitsNews/status/1981325503752466661)  2025-10-23T11:43Z 135.1K followers, 5118 engagements


"Union Pacific $UNP said it expects to submit papers for its $XX billion merger with Norfolk Southern $NSC to a regulator as soon as end-November after the railroad operator topped Wall Street's profit estimates on strong coal volumes. Investors are increasingly shifting their focus to the company's deal to form the country's first coast-to-coast railroad company. Union Pacific's results include costs of $XX million or $XXXX per share on a diluted basis related to the mega merger the company said. "While Union Pacific has good opportunities to grow the rail industry is going to be challenged"  
[X Link](https://x.com/SpecialSitsNews/status/1981672922235256892)  2025-10-24T10:43Z 135.1K followers, 3996 engagements


"AI Jeans - your jeans will now tell you when you are fat Levi Strauss & Co. Partners with Microsoft to Build Next-Gen Super-Agent $MSFT $LEVI"  
[X Link](https://x.com/SpecialSitsNews/status/1990421182491795950)  2025-11-17T14:06Z 135.1K followers, 14.4K engagements


"Ueda Signals BOJ Remains on Rate Hike Path After PM Meet Governor Kazuo Ueda told Prime Minister Sanae Takaichi that the Bank of Japan is in the process of making gradual adjustments to the degree of monetary easing. Ueda said the mechanism for inflation and wages to grow together is recovering and the Bank of Japan will make appropriate policy decisions based on data. The Bank of Japan's next policy decision is on Dec. XX and Ueda signaled his intention to carefully raise rates"  
[X Link](https://x.com/SpecialSitsNews/status/1990703898680574127)  2025-11-18T08:49Z 135.1K followers, 4263 engagements


"Peace deals potentially with Russia $uso $uco $xle"  
[X Link](https://x.com/SpecialSitsNews/status/1991138923070865420)  2025-11-19T13:38Z 135.1K followers, 5569 engagements


"$WMT beats but shares down X% premarket Walmart Boosts FY Adj. EPS View to Move Listing from NYSE to NASDAQ: Walmart boosted its adjusted earnings per share forecast for the full year. 2026 FORECAST Adjusted EPS $XXXX to $XXXX saw $XXXX to $XXXX estimate $XXXX Net sales at constant currencies +4.8% to +5.1% saw +3.75% to XXXX% 3Q RESULTS Total US comparable sales ex-gas +4.4% estimate +4% Walmart-only US stores comparable sales ex-gas +4.5% estimate +4.03% Sams Club US comparable sales ex-gas +3.8% estimate +4.77% Adjusted EPS 62c estimate 60c Revenue $XXXXXX billion +5.8% y/y estimate"  
[X Link](https://x.com/SpecialSitsNews/status/1991491974013108541)  2025-11-20T13:01Z 135.1K followers, 3880 engagements


"Oil near liberation day lows $USO $UCO $BNO That doesn't scream inflation haha"  
[X Link](https://x.com/SpecialSitsNews/status/1991850576607645869)  2025-11-21T12:45Z 135.1K followers, 3824 engagements


"WTI crude oil $XX handle.what inflation $USO $UCO"  
[X Link](https://x.com/SpecialSitsNews/status/1991888243252683093)  2025-11-21T15:15Z 135.1K followers, 3911 engagements


"$USO $UCO $BNO oil prices at X year lows"  
[X Link](https://x.com/SpecialSitsNews/status/1992941848235839532)  2025-11-24T13:02Z 135.1K followers, 6293 engagements


"Wall Street very bearish on crude oil $UCO $USO $BNO $XLE"  
[X Link](https://x.com/SpecialSitsNews/status/1993275946326270388)  2025-11-25T11:09Z 135.1K followers, 7688 engagements


"Three Wall Street heavyweights $FIG $ARES $BX are poised to suffer a total $1.4bn loss on a deal (USS) for a portable-toilet company that processed a billion gallons of piss and crap every year orchestrated by Platinum Equity spotlighting the hazards of a controversial strategy thats gained traction across private equity. Fortress Investment Group Ares Management Corp. and Blackstone Inc. are among the money managers set to lose a combined $XXX billion on United Site Services Inc. as Platinum prepares to hand control of the company to lenders according to people with knowledge of the matter"  
[X Link](https://x.com/SpecialSitsNews/status/1993425903532023843)  2025-11-25T21:05Z 135.1K followers, 10.8K engagements


"Goldman thinks oil has another $X downside in a Ukraine / Russia deal $uco $uso $bno"  
[X Link](https://x.com/SpecialSitsNews/status/1993973936036487574)  2025-11-27T09:23Z 135.1K followers, 15.5K engagements


"Alibaba $baba ByteDance Train AI Models Overseas to Access Nvidia $nvda Chips Despite U.S. Curbs Via @Sino_Market Top Chinese tech companies are training their AI models overseas to access Nvidia chips and circumvent U.S. curbs. Alibaba and ByteDance are training new large language models in data centers across Southeast Asia according to people with direct knowledge. Training activity has increased since the Trump administration restricted sales of Nvidias H20 chips in April. A Singapore-based data center operator said the region is attractive because you need the best chips to train the"  
[X Link](https://x.com/SpecialSitsNews/status/1993994628836532335)  2025-11-27T10:45Z 135.1K followers, 10.8K engagements


"Very interesting revision upward in oil production $uso $uco $bno"  
[X Link](https://x.com/SpecialSitsNews/status/1994537324634648816)  2025-11-28T22:42Z 135.1K followers, 8595 engagements


"Pat has no idea what he is talking aboutembarrassing $nvda $ionq"  
[X Link](https://x.com/SpecialSitsNews/status/1994835378118037844)  2025-11-29T18:26Z 135K followers, 13.7K engagements


"Silver $58/oz $slv $pslv"  
[X Link](https://x.com/SpecialSitsNews/status/1995521584795377719)  2025-12-01T15:53Z 135K followers, 4991 engagements


"Fed Chair Powell avoids commenting on the economy and monetary policy in Stanford University remarks. Fed in blackout period until Dec 10th"  
[X Link](https://x.com/SpecialSitsNews/status/1995665070639251522)  2025-12-02T01:23Z 135.1K followers, 5345 engagements


"Omnicom said it will lay off more than 4000 employees $OMC"  
[X Link](https://x.com/SpecialSitsNews/status/1995956326091100394)  2025-12-02T20:40Z 135.1K followers, 5680 engagements


"Private equity stocks have underperformed this year as most of their exposure now is private credit where it is harder to generate returns and where investors are growing skeptical $BX $ARES $OWL"  
[X Link](https://x.com/SpecialSitsNews/status/1996087898253525462)  2025-12-03T05:23Z 135.1K followers, 4818 engagements


"White House economic adviser Hassett says the Federal Reserve will likely cut interest rates next week"  
[X Link](https://x.com/SpecialSitsNews/status/1996709944306126880)  2025-12-04T22:35Z 135.1K followers, 12.3K engagements


"Atlanta Fed revised down by half a percent"  
[X Link](https://x.com/SpecialSitsNews/status/1997062174112374950)  2025-12-05T21:55Z 135.1K followers, 6949 engagements


"Short interest spiking to 2020 levels for SPX (GS)"  
[X Link](https://x.com/SpecialSitsNews/status/1991868690636411377)  2025-11-21T13:57Z 135.1K followers, 16.9K engagements


"$OWL is the one holding the bag in the $META AI $XX billion SPV debt deal. META can walk away in X years apparently"  
[X Link](https://x.com/SpecialSitsNews/status/1992672966849532343)  2025-11-23T19:13Z 135.1K followers, 37.1K engagements


"High Short Interest Stocks Pummelled this Month $OPEN $IREN $CIFR $RGTI $QTUM $BYND $OKLO JPM: "given the XX% relative underperformance of High SI stocks were getting fairly close to what has been typical the max underperformance within a 3m period (many relative drawdowns peaked around 20-25% with only a few in 2021 and early 2022 getting worse).""  
[X Link](https://x.com/SpecialSitsNews/status/1992691405660246262)  2025-11-23T20:27Z 135.1K followers, 6058 engagements


"$ethz just cancelled a company incentive plan worth roughly 5mn shares (25pct of shares) taking nav up to close to $XX from $XX taking discount to over 40pct Diluted shares to be reduced by 5mn and share buyback likely to begin $bmnr $sbet @capybaraReborn"  
[X Link](https://x.com/SpecialSitsNews/status/1995622781149741384)  2025-12-01T22:35Z 135.1K followers, 6020 engagements


"Hewlett Packard consumer side $HPQ not $HPE drops XXX% after announcing 5000 layoffs and cutting EPS outlook"  
[X Link](https://x.com/SpecialSitsNews/status/1993447471012540454)  2025-11-25T22:31Z 135.1K followers, 4750 engagements


"UNREAL Micron $MU exits consumer business to focus on datacenter demand"  
[X Link](https://x.com/SpecialSitsNews/status/1996346487664677295)  2025-12-03T22:31Z 135.1K followers, 16K engagements


"Very interesting an oil capacity audit $uso $uco $bno"  
[X Link](https://x.com/SpecialSitsNews/status/1996423132312477762)  2025-12-04T03:35Z 135.1K followers, 7281 engagements


"@TradingPulseX The extensions themselves are a sign of capital markets strength but agree that zombie companies still exist"  
[X Link](https://x.com/SpecialSitsNews/status/1997948585674178637)  2025-12-08T08:37Z 135.1K followers, XX engagements


"Truflation PCE update"  
[X Link](https://x.com/SpecialSitsNews/status/1996675216781746181)  2025-12-04T20:17Z 135.1K followers, 7608 engagements


"Asked about the most likely source of a credit event59% of BofA FMS investors said "private equity/private credit" the highest conviction on source of a systemic credit event since they started asking the question in 2022. $OWL $BX $ARES $TPG $KKR $FSK $BXSL"  
[X Link](https://x.com/SpecialSitsNews/status/1997727797687804347)  2025-12-07T17:59Z 135.1K followers, 3589 engagements


"@MichaelAArouet if you rent it out for 1bn per day you can become elon musk"  
[X Link](https://x.com/SpecialSitsNews/status/1998015911316295789)  2025-12-08T13:04Z 135.1K followers, 7261 engagements


"Paramount $PSKY makes $30/share $XXXXX billion hostile bid for $WBD Warner Bros Discovery"  
[X Link](https://x.com/SpecialSitsNews/status/1998037026936152480)  2025-12-08T14:28Z 135.1K followers, 3619 engagements


"Someone please translate this for me. How will it affect markets"  
[X Link](https://x.com/SpecialSitsNews/status/1998079552707568081)  2025-12-08T17:17Z 135.1K followers, 7484 engagements


"Oil will move on this $USO $UCO $BNO $XLE: ZELENSKIY: THERE IS SMALL PROGRESS TOWARDS PEACE"  
[X Link](https://x.com/SpecialSitsNews/status/1998087611232231835)  2025-12-08T17:49Z 135.1K followers, 4136 engagements


"The U.S. will allow Nvidia to sell its H200 chips to China Semafor reports. $NVDA $AMD $GOOG $BABA"  
[X Link](https://x.com/SpecialSitsNews/status/1998092068099678357)  2025-12-08T18:07Z 135.1K followers, 4822 engagements