#  @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: [-------] [#](/creator/twitter::1242122660500381696/interactions)  - [--] Week [---------] +12% - [--] Month [----------] +833% - [--] Months [----------] +35% - [--] Year [----------] -4.20% ### Mentions: [---] [#](/creator/twitter::1242122660500381696/posts_active)  - [--] Week [---] +4% - [--] Month [-----] +60% - [--] Months [-----] +3.40% - [--] Year [-----] +1.40% ### Followers: [-------] [#](/creator/twitter::1242122660500381696/followers)  - [--] Week [-------] +0.71% - [--] Month [-------] +1.70% - [--] Months [-------] +5.60% - [--] Year [-------] +19% ### CreatorRank: [-------] [#](/creator/twitter::1242122660500381696/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #1959 [finance](/list/finance) 38.79% [technology brands](/list/technology-brands) 30.48% [cryptocurrencies](/list/cryptocurrencies) #3930 [countries](/list/countries) 9.32% [financial services](/list/financial-services) #1210 [social networks](/list/social-networks) 2.52% [automotive brands](/list/automotive-brands) 1.76% [travel destinations](/list/travel-destinations) 1.51% [exchanges](/list/exchanges) 1.51% **Social topic influence** [ai](/topic/ai) #6183, [$nvda](/topic/$nvda) #105, [$msft](/topic/$msft) #41, [$goog](/topic/$goog) #13, [$amzn](/topic/$amzn) #99, [meta](/topic/meta) #2122, [$meta](/topic/$meta) #36, [$slv](/topic/$slv) #49, [software](/topic/software) #359, [gold](/topic/gold) #2653 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@william_r2rclub](/creator/undefined) [@teshen8lin](/creator/undefined) [@stoicdrifter](/creator/undefined) [@bri091188812657](/creator/undefined) [@edwardkens50830](/creator/undefined) [@lmaosuine420](/creator/undefined) [@paulmangione](/creator/undefined) [@thedivorceteam](/creator/undefined) [@biancoresearch](/creator/undefined) [@trader2179](/creator/undefined) [@brianarmstrong](/creator/undefined) [@anthembcbsnews](/creator/undefined) [@anthembcbs](/creator/undefined) [@nydfs](/creator/undefined) [@seandavid](/creator/undefined) [@itslennyj](/creator/undefined) [@deepicevalue](/creator/undefined) [@jlishawa](/creator/undefined) [@sonusvarghese](/creator/undefined) **Top assets mentioned** [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Advanced Micro Devices (AMD)](/topic/$amd) [SPDR GOLD ETF (GLD)](/topic/$gld) [iShares BTC Trust (IBIT)](/topic/$ibit) [Salesforce Inc (CRM)](/topic/$crm) [Netflix Inc (NFLX)](/topic/$nflx) [Strategy (MSTR)](/topic/$mstr) [Oracle Corporation (ORCL)](/topic/$orcl) [Uniris (UCO)](/topic/$uco) [Now Coin (NOW)](/topic/$now) [Bitcoin (BTC)](/topic/bitcoin) [Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [DisChain (DIS)](/topic/$dis) [Apple, Inc. (AAPL)](/topic/$aapl) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Southern Copper Corporation (SCCO)](/topic/$scco) [Hudbay Minerals Inc. (HBM)](/topic/$hbm) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [BlackRock Inc (BLK)](/topic/blackrock) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [SBET (SBET)](/topic/$sbet) [Micron Technology, Inc. (MU)](/topic/$mu) [BlackCoin (BLK)](/topic/$blk) [Teck Resources Limited (TECK)](/topic/$teck) [Realio Network (RIO)](/topic/$rio) [MP Materials Corp. (MP)](/topic/$mp) [Tesla, Inc. (TSLA)](/topic/$tsla) [Zscaler Inc (ZS)](/topic/$zs) [Reddit, Inc. (RDDT)](/topic/$rddt) ### Top Social Posts Top posts by engagements in the last [--] hours "Good cheat sheet on different LLMs via @DougKass Do you agree $NVDA $MSFT $META $GOOG" [X Link](https://x.com/SpecialSitsNews/status/2020809977338675400) 2026-02-09T10:40Z 138.5K followers, [----] engagements "Novo Nordisk $NVO sues Hims & Hers $HIMS" [X Link](https://x.com/SpecialSitsNews/status/2020842374314766776) 2026-02-09T12:49Z 138.5K followers, [----] engagements "ATM in Shanghai China melts your gold at 1200C and transfers money straight to your account $GLD $GDX $SLV $SIL $NEM $GOLD" [X Link](https://x.com/SpecialSitsNews/status/2021188471759475014) 2026-02-10T11:44Z 138.5K followers, 20.7K engagements "Ackman Takes a $2 billion bet on $META; wild timing before this EY news Bill Ackmans Pershing Square revealed a major new stake in Meta making up 10% of its portfolio or about $2 billion. The firm sees Meta as a top beneficiary of AI boosting ads content and future products like wearables and digital assistants. Despite recent share declines Pershing Square began buying in November at around $625 per share with the stock rising since. https://twitter.com/i/web/status/2021650175618671033 https://twitter.com/i/web/status/2021650175618671033" [X Link](https://x.com/SpecialSitsNews/status/2021650175618671033) 2026-02-11T18:18Z 138.5K followers, 38K engagements "The U.S House just voted to strike down President Trump's Tariffs It now heads to the Senate for a final vote as we await the results" [X Link](https://x.com/SpecialSitsNews/status/2021728962255499711) 2026-02-11T23:32Z 138.5K followers, 13.3K engagements "Tech short interest" [X Link](https://x.com/SpecialSitsNews/status/2021920422623637776) 2026-02-12T12:12Z 138.5K followers, [----] engagements "Seedance [---] clip of Ethan Hunt (Mission Impossible) vs. John Wick $NFLX $WBD $DIS $AMZN $PSKY https://x.com/chatcutapp/status/2021902856367092108/video/1 https://x.com/chatcutapp/status/2021902856367092108/video/1" [X Link](https://x.com/SpecialSitsNews/status/2021938166718968268) 2026-02-12T13:23Z 138.5K followers, [----] engagements "CNBC: "HEDGE FUNDS MADE $24 BILLION SHORTING SOFTWARE STOCKS SO FAR IN [----] AND THEY ARE INCREASING THE BET" $IGV $PLTR" [X Link](https://x.com/SpecialSitsNews/status/2021969745348898895) 2026-02-12T15:28Z 138.5K followers, 10.9K engagements "Transportation & logistics equities are selling off sharply today ( $RXO $CHRW $EXPD) with no obvious company-specific catalyst extending the markets recent pattern of rotating through AI-disruption candidates. After pressure on CRE brokers financial advisors and insurance brokers earlier this weekand persistent weakness in SaaSthe tape is increasingly treating intermediated workflow-heavy business models as structurally at risk. In this framework the bear case is that AI agents compress the value of brokerage and forwarding by automating core tasks (quote generation routing decisions load" [X Link](https://x.com/SpecialSitsNews/status/2021977612382244993) 2026-02-12T16:00Z 138.5K followers, 95.9K engagements "Student loan and credit card delinquencies" [X Link](https://x.com/SpecialSitsNews/status/2022056006323515886) 2026-02-12T21:11Z 138.5K followers, [----] engagements "$ABNB Airbnb forecast revenue for the first quarter; the guidance beat the average analyst estimate. Stock up 5% 1Q FORECAST Sees revenue $2.59 billion to $2.63 billion estimate $2.54 billion 4Q RESULTS Revenue $2.78 billion +12% y/y estimate $2.71 billion Gross booking value $20.4 billion +16% y/y estimate $19.46 billion Adjusted Ebitda $786 million +2.7% y/y estimate $765.3 million Adjusted Ebitda margin 28% vs. 31% y/y estimate 28.2% EPS 56c vs. 73c y/y estimate 67c Nights and seats booked [-----] million +9.8% y/y estimate [-----] million Gross booking value per nights and experiences booked" [X Link](https://x.com/SpecialSitsNews/status/2022061022274625700) 2026-02-12T21:31Z 138.5K followers, [----] engagements "$PINS Pinterest Inc. shares fell more than 20% after the company projected current-quarter sales that fell short of Wall Street estimates just weeks after announcing layoffs and a pivot toward artificial intelligence products. First-quarter revenue is expected to be $951 million to $971 million the search and discovery company said Thursday. The range was lower than the average analyst estimate of $981 million. Pinterest also reported slightly lower-than-expected holiday quarter sales. Revenue was $1.32 billion for the period ended Dec. [--]. Analysts were expecting revenue of $1.33 billion." [X Link](https://x.com/SpecialSitsNews/status/2022067642278773104) 2026-02-12T21:57Z 138.5K followers, [----] engagements "President Trump's Truth Social $DJT has filed for two crypto ETFs with the SEC. $IBIT $ETHA $ETHE" [X Link](https://x.com/SpecialSitsNews/status/2022358404820291741) 2026-02-13T17:13Z 138.5K followers, [----] engagements "$ICLR up 19pct today took half off nice trade everyone 👍 Volatility is a trader's best friend" [X Link](https://x.com/SpecialSitsNews/status/2022414417686937702) 2026-02-13T20:55Z 138.5K followers, [----] engagements "Software $IGV is basically flat over the last five years while the semis $SMH are up 228%: via @bespokeinvest" [X Link](https://x.com/SpecialSitsNews/status/2022720118665466003) 2026-02-14T17:10Z 138.5K followers, [----] engagements "When you exclude healthcare and education US job creation has been negative. @Malone_Wealth" [X Link](https://x.com/SpecialSitsNews/status/2021876915452236011) 2026-02-12T09:19Z 138.5K followers, [----] engagements "The results for today's 30-year Bond Auction (February [--] 2026) came out earlier and they show remarkably strong demand which helped stabilize the long end of the yield curve after this morning's choppy trading. $TLT The Treasury sold $25 billion in 30-year bonds with the following results: High Yield: 4.750% The "Stop-Through": The auction "stopped through" the When-Issued (WI) yield of 4.752% by [---] basis points. Professional traders and investors were willing to accept a lower yield than the market expected just to ensure they could get their hands on the bonds. This is a very "bullish"" [X Link](https://x.com/SpecialSitsNews/status/2022016284469190879) 2026-02-12T18:33Z 138.5K followers, 15.1K engagements "IN AN INTERESTING MOVE TRUMP PAUSES CHINA TECH BANS AHEAD OF XI SUMMIT $NVDA $AMD $AAPL" [X Link](https://x.com/SpecialSitsNews/status/2022049791468089366) 2026-02-12T20:46Z 138.5K followers, [----] engagements "$ANET Arista Networks shares rose more than 6% in postmarket trading after its forecast for first quarter revenue exceeded the average of analyst estimates. 1Q FORECAST Sees revenue about $2.6 billion estimate $2.45 billion Sees adjusted gross margin about 62% to 63% estimate 63% Sees adjusted operating margin about 46% estimate 46.4% 4Q RESULTS Adjusted EPS 82c estimate 75c Revenue $2.49 billion +29% y/y estimate $2.39 billion Product revenue $2.10 billion +30% y/y estimate $1.97 billion Service revenue $392.1 million +22% y/y estimate $403.8 million Cost of revenue $924.0 million +32% y/y" [X Link](https://x.com/SpecialSitsNews/status/2022062147358831073) 2026-02-12T21:35Z 138.5K followers, [----] engagements "$UBS WARNS CREDIT MARKETS ARE UNDERPRICING AI DISRUPTION RISK WITH LEVERAGED LOANS MOST VULNERABLE AND POTENTIAL SPILLOVERS THREATENING BROADER FUNDING CONDITIONS AND THE AI INVESTMENT BOOM" [X Link](https://x.com/SpecialSitsNews/status/2022110830968582244) 2026-02-13T00:49Z 138.5K followers, [----] engagements "U.S. markets wiped out $1 trillion $SPY yesterday from equities and $1.6 trillion from precious metals $GLD $SLV" [X Link](https://x.com/SpecialSitsNews/status/2022233214493012208) 2026-02-13T08:55Z 138.5K followers, [----] engagements "In the age of AI real conversations will be even more valuable" [X Link](https://x.com/SpecialSitsNews/status/2022304547289338300) 2026-02-13T13:39Z 138.5K followers, [----] engagements "@paul__mangione great" [X Link](https://x.com/SpecialSitsNews/status/2022316758602842167) 2026-02-13T14:27Z 138.5K followers, [---] engagements "There are several high-quality oligopolistic companies including quasi-regulated names like $MCO and $SPGI that have sold off a lot.more to come this weekend. Compliance security and payment oriented names are less susceptible to AI disruption We have free models coming out for each for subs: https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/shop https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/shop" [X Link](https://x.com/SpecialSitsNews/status/2022328377772835201) 2026-02-13T15:13Z 138.5K followers, [----] engagements "Chamath claims that Berkshire $brkb $brka only outperformed before [----] because they had access to inside information through Reg FD If this was actually true you would have seen Buffett trade 100x more and have many more positions rather than hyper concentrated positions in companies like $KO The arrogance of this man is astoundinghe will never be as good as Buffett and has permanently ruined his reputation forever for grifting retail and then berating them by saying only he is in the arena He has been trying to prove he is the next Warren Buffett since [----] and this latest attempt is just" [X Link](https://x.com/SpecialSitsNews/status/2022769455756128742) 2026-02-14T20:26Z 138.5K followers, 38.4K engagements "@TheDivorceTeam @4Awesometweet Its not just the asset class he is just a bad investor He chose highly speculative cash burning investments" [X Link](https://x.com/SpecialSitsNews/status/2022785527158575587) 2026-02-14T21:30Z 138.5K followers, [--] engagements "Lol FED'S GOOLSBEE: I'M STILL TRYING TO PROCESS WHY LONG-END INTEREST RATES ARE INCREASING" [X Link](https://x.com/SpecialSitsNews/status/1707449237926010975) 2023-09-28T17:36Z 138.4K followers, 10.8K engagements "In [----] SSR is working for you to find ideas across: Event-Driven (M&A Spins Capital Return) Small-Cap Deep Value Themes (EM GLP-1 AI) Commodities (Gold Oil Copper Uranium) Closed-End Funds High Divvy Preferreds Asymmetric shorts http://specialsitsresearch.com http://specialsitsresearch.com" [X Link](https://x.com/anyuser/status/1776557200086905241) 2024-04-06T10:26Z 138.5K followers, 398.4K engagements "This admin thinks these people want to work in manufacturing with two 10-minute bathroom breaks per day" [X Link](https://x.com/SpecialSitsNews/status/1912506699505709553) 2025-04-16T14:01Z 138K followers, 59.1K engagements "@0xMerridew $MSDL and $BXSL are clean and well mgd" [X Link](https://x.com/SpecialSitsNews/status/1979987567568109826) 2025-10-19T19:06Z 138.4K followers, [----] 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 https://twitter.com/i/web/status/1990421182491795950 https://twitter.com/i/web/status/1990421182491795950" [X Link](https://x.com/SpecialSitsNews/status/1990421182491795950) 2025-11-17T14:06Z 137.9K followers, 14.5K 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 138.3K followers, [----] engagements "Wall Street very bearish on crude oil $UCO $USO $BNO $XLE https://x.com/GoldForecast/status/1993034719681036378s=20 Goldman Sachs $40 oil. JP Morgan $30 oil. Wanna bet against them 🤔 https://t.co/3QhGl1cFNT https://x.com/GoldForecast/status/1993034719681036378s=20 Goldman Sachs $40 oil. JP Morgan $30 oil. Wanna bet against them 🤔 https://t.co/3QhGl1cFNT" [X Link](https://x.com/SpecialSitsNews/status/1993275946326270388) 2025-11-25T11:09Z 138.3K followers, [----] engagements "Crude oil at $55/bbl $USO $BNO $UCO -2.2%" [X Link](https://x.com/SpecialSitsNews/status/2000937163530363217) 2025-12-16T14:32Z 138.3K followers, [----] engagements "Conduit Power has entered into financial agreements with Diamondback Energy Inc. (NASDAQ: $FANG) and Granite Ridge Resources (NYSE: $GRNT) to develop [---] megawatts of natural gas power generation assets in Texas. Under the agreements Conduit will build own and operate the distributed power generation capacity across ERCOT's Load Zone West in West Texas. The facilities will sell energy and ancillary services to the Electric Reliability Council of Texas the state's largest power grid operator. https://twitter.com/i/web/status/2001358353281270008" [X Link](https://x.com/SpecialSitsNews/status/2001358353281270008) 2025-12-17T18:26Z 138.2K followers, [----] engagements "Gotta love Munger trolling every banker in America Charlie Munger famously mocked EBITDA by saying EBITDA is bullshit earnings because he believed it distracts investors from real economic costs and makes weak businesses look healthier than they are. $brkb $brka" [X Link](https://x.com/SpecialSitsNews/status/2002122336980394120) 2025-12-19T21:02Z 138K followers, 11.7K engagements "Bank of America's top [----] picks focus on AI/semiconductors: Nvidia ( $NVDA) Broadcom ( $AVGO) Lam Research ( $LRCX) KLA ( $KLAC) Analog Devices ( $ADI) Cadence ( $CDNS). In utilities for AI power demand: Public Service Enterprise ( $PEG) Alliant Energy ( $LNT) Sempra ( $SRE) Southwest Gas ( $SWX) Xcel Energy ( $XEL). https://twitter.com/i/web/status/2002850862712987692 https://twitter.com/i/web/status/2002850862712987692" [X Link](https://x.com/SpecialSitsNews/status/2002850862712987692) 2025-12-21T21:17Z 138.5K followers, [----] engagements "Warren Buffett will retire tmrw $brkb $brka" [X Link](https://x.com/SpecialSitsNews/status/2006033479461478654) 2025-12-30T16:03Z 138K followers, [----] engagements "Barrons "Top [--] Picks" for 2026: [--]. Amazon $AMZN [--]. Bristol Myers Squibb $BMY [--]. Comcast $CMCSA [--]. Exxon $XOM [--]. Fairfax $FRFHF [--]. Flutter Entertainment $FLUT [--]. Madison Square Garden $MSGS [--]. SL Green Realty $SLG [--]. Visa $V [--]. Walt Disney $DIS" [X Link](https://x.com/SpecialSitsNews/status/2006873292687491203) 2026-01-01T23:40Z 138.5K followers, 33.9K engagements "Russian billionaire Oleg Deripaska warns that if the US secures control over Venezuelas oil fields after already moving into Guyana it could end up overseeing more than half of the worlds reserves. $uso $uco In his view Washington would then be able to hold oil prices near $50 a barrel putting serious pressure on Russias state-capitalist economic model. Post Via @27khv https://twitter.com/i/web/status/2007538885681704980 https://twitter.com/i/web/status/2007538885681704980" [X Link](https://x.com/SpecialSitsNews/status/2007538885681704980) 2026-01-03T19:45Z 138.1K followers, [----] engagements "President Trump says that the United States will use Venezuela's oil reserves build infrastructure and sell "large amounts" to other countries like China after capturing Nicols Maduro. "We're in the oil business." $uso $uco" [X Link](https://x.com/SpecialSitsNews/status/2007541296655655348) 2026-01-03T19:55Z 138.3K followers, 22.5K engagements "MSCI ruled DATS will stay in indices $asst $sbet $bmnr $mstr $ethz $sqns $naka $brr" [X Link](https://x.com/SpecialSitsNews/status/2008712317194875301) 2026-01-07T01:28Z 138K followers, [----] engagements "$OWL Blue Owl Capital Inc. is allowing investors in Blue Owl Technology Income Corp. to withdraw as much as 17% of the non-traded funds net assets worth about $685 million. The firm had previously set a 5% quarterly limit but is prioritizing investors due to having $2.4 billion of liquidity. The move comes after the firm was hit with a deluge of redemption requests last month amid growing angst around private credit and increased scrutiny from regulators and policymakers. https://twitter.com/i/web/status/2008951587473887549 https://twitter.com/i/web/status/2008951587473887549" [X Link](https://x.com/SpecialSitsNews/status/2008951587473887549) 2026-01-07T17:19Z 138.3K followers, [----] engagements "$sruuf https://x.com/i/status/2009314608348319884 As of a few minutes ago it's now legal to build big nuclear plants in Illinois. https://x.com/i/status/2009314608348319884 As of a few minutes ago it's now legal to build big nuclear plants in Illinois" [X Link](https://x.com/SpecialSitsNews/status/2009378051474206878) 2026-01-08T21:33Z 138.2K followers, [----] engagements "$vsco Victorias Secret $VSCO is now up over 230% since announcing they are bringing back the Fashion Show generational wealth missed again. https://t.co/uZ0z3lGgpI Victorias Secret $VSCO is now up over 230% since announcing they are bringing back the Fashion Show generational wealth missed again. https://t.co/uZ0z3lGgpI" [X Link](https://x.com/SpecialSitsNews/status/2009935214148022581) 2026-01-10T10:27Z 138K followers, [----] engagements "Oil up 4% on Trump Iran message $USO $UCO undoing all "progress" with Venezuela" [X Link](https://x.com/SpecialSitsNews/status/2011088264443167212) 2026-01-13T14:49Z 138.5K followers, [----] engagements "$SRUUF https://x.com/GovKathyHochul/status/2011152343090544918s=20 Its go big or go home. I want to scale us up to five gigawatts of nuclear power more that's been built anywhere in the U.S. in the last [--] years. https://x.com/GovKathyHochul/status/2011152343090544918s=20 Its go big or go home. I want to scale us up to five gigawatts of nuclear power more that's been built anywhere in the U.S. in the last [--] years" [X Link](https://x.com/SpecialSitsNews/status/2011369537111986370) 2026-01-14T09:27Z 138.2K followers, [----] engagements "$MU Data centers are set to consume 70% of all memory chips produced in [----] mostly driven by AI demand for high-bandwidth memory (HBM) and server DRAM. Spoke to someone at $BBY yesterday that to build a new powerful PC today (64GB+ memory) more than 75% of the cost would be memory sticks. https://twitter.com/i/web/status/2013247118614343774 https://twitter.com/i/web/status/2013247118614343774" [X Link](https://x.com/SpecialSitsNews/status/2013247118614343774) 2026-01-19T13:48Z 138.2K followers, 21.6K engagements "$UBS CEO Sergio Ermotti warned in an interview with Bloomberg TV that markets need to prepare for more volatility ahead. But he said that investors looking to dump US assets would be making a dangerous bet noting diversifying away from America is impossible. Although Ermotti conceded things are a bit bumpy in the US at the moment he said hes confident about the country in the long-term. https://twitter.com/i/web/status/2013664026681590066 https://twitter.com/i/web/status/2013664026681590066" [X Link](https://x.com/SpecialSitsNews/status/2013664026681590066) 2026-01-20T17:24Z 138.4K followers, [----] engagements "$UBS CEO says blockchain will be the future of the global banking business" [X Link](https://x.com/SpecialSitsNews/status/2013706084943347788) 2026-01-20T20:11Z 138K followers, [----] engagements "Worst combined cross asset decline since April [----] across US equities corporate bonds government bonds and crypto $SPY $TLT $LQD $HYG $IBIT" [X Link](https://x.com/SpecialSitsNews/status/2013711363592409482) 2026-01-20T20:32Z 137.9K followers, [----] engagements "US Treasury Secretary Scott Bessent says Deutsche Bank's $DB CEO called to dismiss a report that had suggested European investors may dump US assets" [X Link](https://x.com/SpecialSitsNews/status/2013926771259818373) 2026-01-21T10:48Z 137.9K followers, [----] engagements "Software stocks down [--] days in a row due to Claude Code risk. $NOW $NVDA" [X Link](https://x.com/SpecialSitsNews/status/2014066172388397299) 2026-01-21T20:02Z 138.5K followers, 10.8K engagements "ONDO finance just increased the tokenized assets on Solana by 400pct overnight after the NYSE approved its tokenization program for stocks $upxi" [X Link](https://x.com/SpecialSitsNews/status/2014109572311511169) 2026-01-21T22:55Z 138K followers, [----] engagements "$GE Aerospace beat on earnings shares flat premkt GE Aerospace $GE reported quarterly earnings of $1.57 per share which beat the analyst consensus estimate of $1.43 by [----] percent. This is a 18.94% increase over earnings of $1.32 per share from the same period last year. The company reported quarterly sales of $12.717 billion which beat the analyst consensus estimate of $11.177 billion by 13.78%. This is a 17.62% increase over sales of $10.812 billion the same period last year. General Electric Aerospace forecast adjusted earnings per share for [----] of $7.10 to $7.40. YEAR FORECAST - Sees" [X Link](https://x.com/SpecialSitsNews/status/2014306993104634077) 2026-01-22T11:59Z 137.7K followers, 10.2K engagements "BLACKROCK $BLK SAYS ETHEREUM $ETH BACKS 65% OF TOKENIZED ASSETS POISED TO BENEFIT FROM TOKENIZATION BOOM" [X Link](https://x.com/SpecialSitsNews/status/2014364593313698232) 2026-01-22T15:48Z 137.5K followers, [----] engagements "$ADSK stock rises on cutting 7% of workforce or roughly [----] jobs" [X Link](https://x.com/SpecialSitsNews/status/2014383252526576107) 2026-01-22T17:02Z 138.5K followers, [----] engagements "$WDAY Workday CEO Carl Eschenbach downplayed concerns that artificial intelligence could undermine traditional software business models calling such fears overblown in an interview on CNBCs Squawk Box on Thursday. Speaking from the World Economic Forum in Davos Eschenbach characterized AI as a net positive for Workday emphasizing that it represents a demand tailwind rather than a structural threat. Software equities have come under pressure in recent months amid investor concerns that generative AI could disrupt incumbent vendors by eroding recurring revenue models. Eschenbach argued that in" [X Link](https://x.com/SpecialSitsNews/status/2014385258167226628) 2026-01-22T17:10Z 138.5K followers, [----] engagements "Stanley Druckenmiller on Copper: Its in the tightest position I have ever studied. He said this in [----] but didnt take a position because he believed a hard landing was coming. He was wrong about the hard landing but right about copper" [X Link](https://x.com/SpecialSitsNews/status/2014650658863861886) 2026-01-23T10:45Z 138.5K followers, 43.6K engagements "Gold $GLD over $5000 Mamma mia We are rich boyz and girlz. $IBIT $SBET next" [X Link](https://x.com/SpecialSitsNews/status/2014740705994797375) 2026-01-23T16:43Z 137.6K followers, [----] engagements "BLACKROCK PRIVATE DEBT FUND EXPECTS 19% NET ASSET VALUE CUT $TCPC $BLK" [X Link](https://x.com/SpecialSitsNews/status/2014890317074293076) 2026-01-24T02:37Z 138.4K followers, [----] engagements "US winter storm triggered what is shaping up to be one of the worst air travel meltdowns since the pandemic forcing major airlines to cancel more than half of their flights. $aal $ual $dal" [X Link](https://x.com/SpecialSitsNews/status/2015486028606292438) 2026-01-25T18:04Z 138.5K followers, [----] engagements "$CPNG faces some domestic challenges but growth is strong" [X Link](https://x.com/SpecialSitsNews/status/2015510773267640736) 2026-01-25T19:43Z 137.6K followers, [----] engagements "Trump has literally wiped out more than half of his net worth in crypto since October from $4 billion to $2 billion. $DJT $ABTC. We are entering our 2nd government shutdown in [--] months. Eric must be squeamish. $IBIT $MSTR" [X Link](https://x.com/SpecialSitsNews/status/2015522800463728988) 2026-01-25T20:30Z 137.9K followers, [----] engagements "BlackRock's $BLK Rick Rieder Expected to be the Next Fed Chair (50% Chance) On policy Rieder tends to be more focused on risk and focused on avoiding damage to credit housing and small business. Thats why hes been more open than many to rate cuts in this phase of the cycle. Rick Rieders candidacy represents a shift from academic theory to real-world financial plumbing. As the manager of $2.4 trillion in fixed income at BlackRock he possesses a unique understanding of how monetary policy actually "hits the tape." [--]. Preventing "Economic Accidents" Rieders primary strength as a potential Fed" [X Link](https://x.com/SpecialSitsNews/status/2015559575307473211) 2026-01-25T22:57Z 137.9K followers, [----] engagements "The Federal Open Market Committee (FOMC) is scheduled to meet this week on Tuesday January [--] and Wednesday January [--] [----]. The overwhelming market expectation is a pause with the Fed likely to keep the benchmark interest rate steady at its current range of 3.50%3.75%. [--]. The Decision: A "Hawkish Pause" Following three consecutive rate cuts in late [----] (totaling [--] basis points) the Fed is expected to hit the "pause button" to evaluate the impact on inflation and the labor market. Current Odds: FedWatch tools show a 95%97% probability that rates will remain unchanged. Inflation Concerns:" [X Link](https://x.com/SpecialSitsNews/status/2015564417342013486) 2026-01-25T23:16Z 138.5K followers, [----] engagements "$TM Toyota Motors probably a sell on yen intervention (bad for exports)" [X Link](https://x.com/SpecialSitsNews/status/2015611882233589989) 2026-01-26T02:24Z 138K followers, [----] engagements "Our Educational Discord call recording is up where we discuss our top [--] picks out of [--] copper names long term. $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FQVLF $ERO $COPX $ICOP $COPP $CPER https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/plans-pricing" [X Link](https://x.com/SpecialSitsNews/status/2015615369738682505) 2026-01-26T02:38Z 138K followers, [----] engagements "$IONQ IonQ Inc. has agreed to buy SkyWater Technology Inc. in a cash-and-stock deal that values the chipmaker at about $1.8 billion. IonQ will pay $35 a share for the Minnesota-based company comprising $15 in cash and $20 in stock a 38% premium to SkyWaters average share price over [--] days. The deal gives IonQ access to a large US-based chip foundry allowing it to speed up development of its own technology and boost its appeal to US customers in sensitive sectors like defense. https://twitter.com/i/web/status/2015754928170434874 https://twitter.com/i/web/status/2015754928170434874" [X Link](https://x.com/SpecialSitsNews/status/2015754928170434874) 2026-01-26T11:53Z 138K followers, [----] engagements "$CHGG was one of the most obvious victims of AI Is $DUOL a victim Possibly the biggest victim of AI https://t.co/BNlv4mSmgX Possibly the biggest victim of AI https://t.co/BNlv4mSmgX" [X Link](https://x.com/SpecialSitsNews/status/2015759233287897472) 2026-01-26T12:10Z 137.9K followers, [----] engagements "BUFFETT DELIVERED A SERIOUS WARNING $BRKB HE SAYS HISTORY PROVES GOVERNMENTS CONSISTENTLY DEVALUE THEIR OWN CURRENCIES AND CURRENT U.S. POLICY IS MAKING HIM UNEASY. $GLD $SLV $IBIT" [X Link](https://x.com/SpecialSitsNews/status/2015760262540759368) 2026-01-26T12:14Z 138.4K followers, 32.9K engagements "BlackRock TCP Capital Corp. $TCPC a publicly traded middle-market lending fund falls 12% as it expects to mark down the net value of its assets 19% after a string of troubled loans weighed on results" [X Link](https://x.com/SpecialSitsNews/status/2015765542972314055) 2026-01-26T12:35Z 138.4K followers, [----] engagements "$VST power generation companies https://x.com/ShanuMathew93/status/2015817095993233762s=20 Power has been one of the primary winners of the AI capex trade. (chart: Bernstein) https://t.co/dVe6gVvYag https://x.com/ShanuMathew93/status/2015817095993233762s=20 Power has been one of the primary winners of the AI capex trade. (chart: Bernstein) https://t.co/dVe6gVvYag" [X Link](https://x.com/SpecialSitsNews/status/2015862160895693118) 2026-01-26T18:59Z 137.9K followers, [----] engagements "So Burry thinks shorting $nvda at 23x forward earnings is a great idea and going long $gme with no real business prospects and a failed bitcoin strategy is a good idea. Wow interesting" [X Link](https://x.com/SpecialSitsNews/status/2015914702866371050) 2026-01-26T22:28Z 138.4K followers, 30.1K engagements "Well well now we know why Rep Hern sold all his $unh shares United Health $UNH down 8% after hours on news of Trump admin proposing flat rates for Medicare Rep. Hern (R) sold off his entire $500K position just a couple weeks ago" [X Link](https://x.com/SpecialSitsNews/status/2016061543826219398) 2026-01-27T08:11Z 138.5K followers, 11.7K engagements "Rieder is going to cut rates to at least 3%.not to 2% like Hassett but more than the market predicts" [X Link](https://x.com/SpecialSitsNews/status/2016072358897869047) 2026-01-27T08:54Z 138K followers, 19K engagements "$GM $6 billion buyback authorization: General Motors Co. expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks. Adjusted earnings before interest and taxes this year will range from $13 billion to $15 billion which is higher than last years $12.7 billion. GM authorized $6 billion in share buybacks and an increase in its quarterly dividend by [--] cents to [--] cents a share. https://twitter.com/i/web/status/2016113783396053286 https://twitter.com/i/web/status/2016113783396053286" [X Link](https://x.com/SpecialSitsNews/status/2016113783396053286) 2026-01-27T11:39Z 138.3K followers, [----] engagements "Trump says the dollar is doing great.it's down more than 11% in the last year. $GLD $IBIT $SLV $SBET" [X Link](https://x.com/SpecialSitsNews/status/2016257388374794292) 2026-01-27T21:09Z 137.5K followers, 15.3K engagements "Two sticks of RAM now cost over $1000 because of this AI crap $MU $NVDA" [X Link](https://x.com/SpecialSitsNews/status/2016324099811733734) 2026-01-28T01:35Z 138.5K followers, 43.4K engagements "Thailands Central Bank governor prohibits short selling for gold transactions. $gld $slv" [X Link](https://x.com/SpecialSitsNews/status/2016342707342397593) 2026-01-28T02:48Z 137.9K followers, [----] engagements "An Australian power expert. Love Australians $vst" [X Link](https://x.com/SpecialSitsNews/status/2016364433870626915) 2026-01-28T04:15Z 138.5K followers, 22.7K engagements "Indonesian stocks are gapping down today. The Jakarta Index gapped lower over 7% at the open. Stocks bounced but then reversed lower again to decline 7.4%. $EIDO" [X Link](https://x.com/SpecialSitsNews/status/2016436725845783038) 2026-01-28T09:02Z 137.7K followers, [----] engagements "Tether CEO reiterates the company's stance and confirms it is buying one or two tons of gold per week now holding [---] TONS of $GLD Gold stashed in a nuclear bunker" [X Link](https://x.com/SpecialSitsNews/status/2016440717049016503) 2026-01-28T09:18Z 138.5K followers, [----] engagements "Anta Sports Products the largest Chinese sportswear company has purchased a 29.06% stake in $Puma for [----] billion (1.79 billion) becoming the largest shareholder of the German brand" [X Link](https://x.com/SpecialSitsNews/status/2016448225654259894) 2026-01-28T09:48Z 138.3K followers, [----] engagements "BlackRock $BLK says bonds no longer offer reliable portfolio protection amid rising volatility. Spikes in long-term yields are fueling debt concerns driven largely by U.S. tariff risks with impacts strongest in Japan. The firm remains underweight long-term U.S. and Japanese government bonds https://twitter.com/i/web/status/2016533309203825071 https://twitter.com/i/web/status/2016533309203825071" [X Link](https://x.com/SpecialSitsNews/status/2016533309203825071) 2026-01-28T15:26Z 138.5K followers, [----] engagements "EU is "actively looking" for alternative LNG supplies that aren't from the US $LNG $UNG via @SStapczynski" [X Link](https://x.com/SpecialSitsNews/status/2016534244718154209) 2026-01-28T15:30Z 138.1K followers, [----] engagements "$CVNA has been taking market share from $KMX.need this to turn and for subprime auto to really blow up for this to be a good short" [X Link](https://x.com/SpecialSitsNews/status/2016556224020418666) 2026-01-28T16:57Z 138.1K followers, 10.1K engagements "France to replace Microsoft Teams $MSFT and Zoom $ZM with its own video platform Visio across all Govt departments by 2027" [X Link](https://x.com/SpecialSitsNews/status/2016573200587514027) 2026-01-28T18:04Z 137.5K followers, [----] engagements "1/ SSR FED THREAD Federal Reserve officials left interest rates unchanged and pointed to improvements in the US economy as they signaled a more cautious approach to potential future adjustments. The Federal Open Market Committee voted 10-2 Wednesday to hold the benchmark federal funds rate in a range of 3.5%-3.75%. Governors Christopher Waller and Stephen Miran dissented in favor of a quarter-point reduction. In a post-meeting statement policymakers said job gains have remained low and the unemployment rate has shown some signs of stabilization. Officials also dropped language pointing to" [X Link](https://x.com/SpecialSitsNews/status/2016589006427881782) 2026-01-28T19:07Z 138.5K followers, 12.8K engagements "ALKAMI $ALKT SAID TO TAP ADIVSOR TO EXPLORE SALE Alkami up 8% after Bloomberg says company exploring options" [X Link](https://x.com/SpecialSitsNews/status/2016609767033041231) 2026-01-28T20:30Z 138.5K followers, [----] engagements "$ADBE could do something really funny here with $FIG" [X Link](https://x.com/SpecialSitsNews/status/2016628143038071275) 2026-01-28T21:43Z 138.4K followers, 65.1K engagements "$V Visa doing everything it can to avoid getting on the wrong side of [--] I like the investment plan for kids https://x.com/i/status/2016570277774131452 Statement from Visa: https://t.co/2Bcv8e36BE https://x.com/i/status/2016570277774131452 Statement from Visa: https://t.co/2Bcv8e36BE" [X Link](https://x.com/SpecialSitsNews/status/2016644183352553751) 2026-01-28T22:46Z 137.9K followers, [----] engagements "Copper up 7%.rallying harder than gold or silver today All-time record $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FM / $FQVLF $COPX $ICOP $COPP $CPER" [X Link](https://x.com/SpecialSitsNews/status/2016804567782953444) 2026-01-29T09:24Z 138.5K followers, [----] engagements "$GEV GE Vernova earnings OK outside of wind: GE Vernova reported a mixed earnings picture with revenue of $10.956 billion up 4% from 10.56bn and EPS of $2.79 missing the estimate of $3.18. Sales exceeded an analyst estimate of $10.213 billion. The company highlighted solid demand margin expansion and cash generation with a backlog increase to $150 billion and a doubling of its quarterly dividend to [--] cents per share. GE Vernova raised its [----] revenue outlook to $44 billion to $45 billion and increased free cash flow guidance to $5.0 billion to $5.5 billion with shares trading lower" [X Link](https://x.com/SpecialSitsNews/status/2016854563278426545) 2026-01-29T12:42Z 138.5K followers, [----] engagements "Aluminum more expensive in the USA now due to tariffs $AA" [X Link](https://x.com/SpecialSitsNews/status/2016855099587404158) 2026-01-29T12:45Z 138.4K followers, [----] engagements "@TheBenSchmark correct $AA is cited for SEO purposes. our ideas are on our website/discord" [X Link](https://x.com/SpecialSitsNews/status/2016857384417718426) 2026-01-29T12:54Z 137.6K followers, [---] engagements "Hmm.SEC Chair Paul Atkins says now is the "right" time to open the $12.5 trillion 401k retirement market to crypto. Investors should be able to make their own decisions but this guy is coming in strong. $IBIT $MSTR $SBET" [X Link](https://x.com/SpecialSitsNews/status/2016862036714524703) 2026-01-29T13:12Z 138.5K followers, 10.8K engagements "Trump response to FOMC -- you knew this was coming hahaha (it's his tariffs that pushed PCE above the target rate of 2% we would have already been there) Jerome Too Late Powell is refusing to cut interest rates for no good reason. Inflation is no longer a threat yet high rates are hurting our economy national security and costing America hundreds of billions in unnecessary interest. With tariffs bringing in billions and strengthening our country the U.S. should have the lowest interest rates in the world. The Fed must substantially lower ratesnow." [X Link](https://x.com/SpecialSitsNews/status/2016873799950438407) 2026-01-29T13:59Z 137.5K followers, [----] engagements "Silver from up 5% to down 7% in one day $SLV. Once in two decade type volatility. [--] sigma moves Dollar was overextended to the downside" [X Link](https://x.com/SpecialSitsNews/status/2016896436051251299) 2026-01-29T15:29Z 137.6K followers, [----] engagements "What is the AI threat to cybersecurity If anything cybersecurity software needs will rise" [X Link](https://x.com/SpecialSitsNews/status/2016896735839219895) 2026-01-29T15:30Z 137.6K followers, [----] engagements "$OWL Investors pulled around 15.4% of net assets from Blue Owl Technology Income Corp. a business development company following the firm's decision to increase the amount investors could withdraw. The redemption requests elevated net leverage to [----] times debt-to-equity and after cashing investors out the fund had around $1.4 billion in liquidity available. The 17% redemption request is the largest on a percentage basis that Blue Owl has ever received and most funds have the option to stop investors from taking out cash if requests exceed 5% of net asset value" [X Link](https://x.com/SpecialSitsNews/status/2016956565149176312) 2026-01-29T19:28Z 138.3K followers, [----] engagements "$AMZN is set to invest $50 billion in the latest round of OpenAI according to Andy Jassy $NVDA $MSFT $SFTBY Whyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyy" [X Link](https://x.com/SpecialSitsNews/status/2016974134559781027) 2026-01-29T20:38Z 137.5K followers, 10.2K engagements "$SATS down on potential merger of xAI and SpaceX" [X Link](https://x.com/SpecialSitsNews/status/2016996578364432575) 2026-01-29T22:07Z 138.1K followers, [----] engagements "$V Visa beat earnings but traded down Visa Q1 Adj. EPS $3.17 Beats $3.14 Estimate Sales $10.901B Beat $10.687B Estimate Payment volume $3.87 trillion +9.8% y/y estimate $3.83 trillion Payments volume at constant currency +8% estimate +8.33% Cross-border volumes at constant currency +12% estimate +11.9% Change in cross-border volume nominal USD +18% estimate +13.6% Total Visa processed transactions $69.4 billion +8.8% y/y estimate $69.67 billion Total Visa processed transactions +9% Net revenue $10.90 billion +15% y/y estimate $10.68 billion Service revenue $4.76 billion +13% y/y estimate" [X Link](https://x.com/SpecialSitsNews/status/2016997843760750979) 2026-01-29T22:12Z 137.9K followers, [----] engagements "Founder of Ivanhoe Mines on copper $FCX $TECK $GLEN $SCCO $HBM: https://x.com/robert_ivanhoe/status/2017022065367269715s=20 I have heard many explanations for the rally in the copper market over the past [--] hours. upside call option granters being caught wrong-footed collar hedging by miners alarmingly out of the money even aggressive buying of $20000 per tonne strike calls for June and December https://x.com/robert_ivanhoe/status/2017022065367269715s=20 I have heard many explanations for the rally in the copper market over the past [--] hours. upside call option granters being caught" [X Link](https://x.com/SpecialSitsNews/status/2017161933326045498) 2026-01-30T09:04Z 138.5K followers, 22.1K engagements "Powell realizing he wont be the Fed chair when the next big crash happens" [X Link](https://x.com/SpecialSitsNews/status/2017228555290120554) 2026-01-30T13:29Z 137.7K followers, 11.7K engagements "Why Waller Dissented: Statement by Governor Christopher J. Waller Governor Christopher J. Waller I dissented at the most recent meeting of the Federal Open Market Committee (FOMC) after concluding that cutting the policy rate by [--] basis points was the appropriate stance of policy. Three cuts to the policy rate last year have moved it closer to a neutral setting but monetary policy is still restricting economic activity and economic data make it clear to me further easing is needed. First in contrast to the continued solid growth in economic activity the labor market remains weak. Despite" [X Link](https://x.com/SpecialSitsNews/status/2017261205476237418) 2026-01-30T15:38Z 138.5K followers, [----] engagements "$10 trillion in value wiped from Gold and Silver in [--] hours. $SLV $GLD Imagine buying on margin this month El Salvador just bought yesterday" [X Link](https://x.com/SpecialSitsNews/status/2017299123225935976) 2026-01-30T18:09Z 137.8K followers, [----] engagements "Warsh we can lower interest rates a lot (October 2025)" [X Link](https://x.com/SpecialSitsNews/status/2017562212269740425) 2026-01-31T11:34Z 138.4K followers, 21K engagements "US has told India that it will be able to purchase Venezuelan crude oil but any scaling here will take years $uso $uco" [X Link](https://x.com/SpecialSitsNews/status/2017577213210628476) 2026-01-31T12:34Z 138.5K followers, [----] engagements "First FDIC bank failure of 2026: Metropolitan Capital Bank & Trust This Chicago based bank was already stressed as Chicago real estate prices have been anemic We have far too many banks in the USA" [X Link](https://x.com/SpecialSitsNews/status/2017582731195015576) 2026-01-31T12:56Z 137.9K followers, [----] engagements "Dalio says every fiat currency is declining faster than ever and given debt problems the world is now hoarding gold especially central banks Ray Dalio says the U.S. Dollar & all other fiat monetary systems are coming to an end" [X Link](https://x.com/SpecialSitsNews/status/2017646009208148462) 2026-01-31T17:07Z 138.2K followers, [----] engagements "Bitcoin just fell below 80k. $IBIT $MSTR Trump has been the worst President for his own family's net worth $ABTC $DJT 4bn in crypto gross value at peak going to fall to 1.5bn" [X Link](https://x.com/SpecialSitsNews/status/2017647084455747721) 2026-01-31T17:12Z 137.9K followers, [----] engagements "Agree with Matt furthermore the same bad reporting from Reuters last week caused liquidations in rare earth metals companies like $MP and $USAR Journalists need to do better the WSJ $NVDA stalling on deal with OpenAI article was not titled correctlybut unlike Reuters they addressed this in the body of the article This type of garbage is getting tiring. WSJs headline implies Nvidia is bailing on OpenAI but the article itself says the original $100B / 10GW framework was nonbinding and never a finalized contract (old news Jensen didnt like the $amd deal either - duh). It also says" [X Link](https://x.com/SpecialSitsNews/status/2017701926381699364) 2026-01-31T20:50Z 137.9K followers, [----] engagements "CEO of $U Unity on AI Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can" [X Link](https://x.com/SpecialSitsNews/status/2017702265184768035) 2026-01-31T20:51Z 137.6K followers, 10.3K engagements "Calls in $gld and $slv highest traded ever on Friday When looking at the total call volume among some of the most popular ETFs ($GLD and $SLV) Friday was the highest of all time coming in at [---] million contracts traded. #gold #silver https://t.co/daqb0gR7j0 When looking at the total call volume among some of the most popular ETFs ($GLD and $SLV) Friday was the highest of all time coming in at [---] million contracts traded. #gold #silver https://t.co/daqb0gR7j0" [X Link](https://x.com/SpecialSitsNews/status/2017727734789579222) 2026-01-31T22:32Z 137.9K followers, [----] engagements "@biancoresearch @Chickendaddy5 It was because of a timing mismatch with London pricing not really a 19pct discount to nav" [X Link](https://x.com/SpecialSitsNews/status/2017731586289012921) 2026-01-31T22:47Z 137.7K followers, [----] engagements "That's complete nonsense. We are going to make a huge investment in OpenAI this is "probably the largest investment we've ever made." $nvda" [X Link](https://x.com/SpecialSitsNews/status/2017755824668451051) 2026-02-01T00:24Z 137.9K followers, 34.4K engagements "Truflation shows inflation is dumping.contrary to PPI last week which was bolstered by fund manager fees etc that grow with AUM" [X Link](https://x.com/SpecialSitsNews/status/2017970556750958964) 2026-02-01T14:37Z 137.9K followers, [----] engagements "Renminbi cannot be a global reserve currency if China continues to have capital controls https://x.com/FT/status/2017953627143286903s=20 Xi Jinping has called for the renminbi to become a global reserve currency in some of his clearest comments on his ambitions for Chinas currency as Beijing seeks to play a greater role in the international monetary system: https://t.co/qvIgOzMkmi https://t.co/XvPayFHr2K https://x.com/FT/status/2017953627143286903s=20 Xi Jinping has called for the renminbi to become a global reserve currency in some of his clearest comments on his ambitions for Chinas" [X Link](https://x.com/SpecialSitsNews/status/2017971546141106370) 2026-02-01T14:41Z 138.5K followers, [----] engagements "Does Trump know there is a board of governors that all vote on policy How it works: There are [--] voters at EVERY SINGLE FOMC meeting: 1) The [--] Governors (Permanent Voters) These are the members of the Board of Governors in Washington D.C. They are appointed by the President and confirmed by the Senate. They always have a vote. Jerome Powell (Chair until May 2026) Philip Jefferson (Vice Chair) Michael Barr Michelle Bowman Lisa Cook Stephen Miran (Note: His term technically ended yesterday Jan [--] 2026; a successor or temporary seat-holder will fill this spot.) Christopher Waller 2) The 5" [X Link](https://x.com/SpecialSitsNews/status/2017985319581143306) 2026-02-01T15:36Z 138K followers, [----] engagements "Comex silver inventories $SLV" [X Link](https://x.com/SpecialSitsNews/status/2017985419158163963) 2026-02-01T15:36Z 138.1K followers, 71.2K engagements "$AMZN is buying copper in the US for the first time in more than [--] years for its data centers from $RIO Johnson Camp Mine in Arizona Amazon Web Services (AWS) has secured a two-year agreement with Rio Tinto to purchase copper from the Johnson Camp mine in Arizona marking the first new U.S.-mined copper in over a decade. This agreement is part of AWS' strategy to support its growing AI data centers which require a significant amount of copper for their infrastructure. The deal covers approximately [-----] metric tons of copper cathode over four years with an additional [-----] tonnes from" [X Link](https://x.com/SpecialSitsNews/status/2017988265479909581) 2026-02-01T15:47Z 138.4K followers, 27K engagements "Software meltdown $FIG $TTD $DUOL $HUBS $MNDY $WIX $REAM $CVLT $DOCS $IOT $DOCU $ESTC $CRM $WDAY $INTU $ABDE $SAP $SNOW $ZETA $FSLY" [X Link](https://x.com/SpecialSitsNews/status/2017999725409018069) 2026-02-01T16:33Z 138.1K followers, [----] engagements "US High Yield Credit Spreads (BB/B) Still at Multi Year Lows $JNK" [X Link](https://x.com/SpecialSitsNews/status/2018002889059287254) 2026-02-01T16:45Z 137.7K followers, [----] engagements "Special Situations Market Strategy & Silver/gold/copper miner call this evening at 6:30pm ET. Some of these companies have negative cash costs & will print cash even at $30-50/ox. $SLV $HL $PAAS $AG $EXK $FSM $SIL $CDE $NEM $GOLD $AEM Can sign up here: https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/plans-pricing" [X Link](https://x.com/SpecialSitsNews/status/2018060386327498789) 2026-02-01T20:34Z 138.2K followers, [----] engagements "Rare earth magnet demand $USAR $MP $METC via @HyperTechInvest" [X Link](https://x.com/SpecialSitsNews/status/2018143161919418617) 2026-02-02T02:03Z 138.3K followers, [----] engagements "Oracle Corp. $ORCL plans to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity. $NVDA $MSFT $META The company is raising money to build additional capacity to meet the contracted demand from its largest cloud customers including $AMD Advanced Micro Devices Inc. and OpenAI. Oracle plans to raise half of the funds via equity-linked and common equity issuances and the rest via a single issuance of bonds early in [----]. The company plans to raise half of the funds via equity-linked and common equity issuances" [X Link](https://x.com/SpecialSitsNews/status/2018176291476836769) 2026-02-02T04:14Z 138.5K followers, [----] engagements "Marc Andreessen on AI $NVDA $AMD $GOOG https://x.com/i/status/2016926074635182473 The @pmarca episode Marc is a many-time founder investor co-creator of the web browser co-founder of Netscape the "a" in @a16z. In this very special conversation we dig into why were living through one of the most unique times in history and what comes next. We discuss: https://t.co/Pg4LmGtQco https://x.com/i/status/2016926074635182473 The @pmarca episode Marc is a many-time founder investor co-creator of the web browser co-founder of Netscape the "a" in @a16z. In this very special conversation we dig into why" [X Link](https://x.com/SpecialSitsNews/status/2018207514110710199) 2026-02-02T06:19Z 137.8K followers, 11.8K engagements "BLS WON'T RELEASE JANUARY JOBS REPORT ON FRIDAY: BARRON'S THIS IS DUE TO PARTIAL GOVERNMENT SHUTDOWN" [X Link](https://x.com/SpecialSitsNews/status/2018373056524140558) 2026-02-02T17:16Z 138.2K followers, 23.1K engagements "Epstein was getting FX insider trading tips from British politicians Lord Mandelson gave Jeffrey Epstein advance notice of a 500bn bailout to save the Euro. He messaged Epstein about the bailout on the evening of May [--] [----] (timing was key). It was formally announced the following morning" [X Link](https://x.com/SpecialSitsNews/status/2018387217236799638) 2026-02-02T18:13Z 137.5K followers, 20.5K engagements "Copper up 4% on China stockpiling China which consumers 60% of the world's commodities is growing copper inventories at the same time as the USA to secure supply after the strategic metal rose this year. $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FM / $FQVLF $COPX $ICOP $COPP $CPER The country will work with key state-owned smelters to boost commercial inventories Duan Shaopu deputy secretary general of the China Nonferrous Metals Industry Association said at a press conference on Tuesday. https://twitter.com/i/web/status/2018673434406854760" [X Link](https://x.com/SpecialSitsNews/status/2018673434406854760) 2026-02-03T13:10Z 138.5K followers, [----] engagements "$PEP PepsiCo Cuts Lays Doritos Prices as Much as 15% to Boost Sales as lower income US citizens are cutting back Disinflation starting" [X Link](https://x.com/SpecialSitsNews/status/2018685680394592518) 2026-02-03T13:59Z 138K followers, 13.7K engagements "Spain's PM announces legal measures against "dangers of social media" including bans for under 16s making tech CEOs "face criminal liability" for not removing "illegal or hateful content" $meta $goog $msft $snap $orcl" [X Link](https://x.com/SpecialSitsNews/status/2018692393877270697) 2026-02-03T14:25Z 138K followers, [----] engagements "$USAR now back at $26/share The Trump administration has launched Project Vault a public-private partnership aimed at insulating the U.S. economy from global resource volatility. The U.S. Export-Import Bank has announced funding of a direct loan of up to $10 billion to Project Vault with more than a dozen major companies providing an additional nearly $2 billion. The government's commitment is viewed as a "White House put" for the rare earth and critical minerals sector with investors piling into domestic miners and processors. https://twitter.com/i/web/status/2018735704948310194" [X Link](https://x.com/SpecialSitsNews/status/2018735704948310194) 2026-02-03T17:17Z 138.5K followers, [----] engagements "Rare-earths and critical minerals stocks are rising on Tuesday as the European Union is set to pitch the US on a critical minerals partnership to reduce reliance on China. $USAR $MP" [X Link](https://x.com/SpecialSitsNews/status/2018764086851342659) 2026-02-03T19:10Z 138.2K followers, [----] engagements "ORACLE $ORCL FILES FOR OFFERING OF UP TO $20B OF COMMON STOCK" [X Link](https://x.com/SpecialSitsNews/status/2018841243997110400) 2026-02-04T00:17Z 138.4K followers, 29.8K engagements "Big sell off in private equity today on software loan risk $bx $ares $tpg $apo" [X Link](https://x.com/SpecialSitsNews/status/2018858848279548415) 2026-02-04T01:27Z 138.5K followers, [----] engagements "What is funny is private credit is funding the very AI data centers that are making their private credit loans to software companies eventually default (20pct of BDC and private credit loans are to software companies) Irony $crm $bx $ap $owl $ares $nvda" [X Link](https://x.com/SpecialSitsNews/status/2018861009960939561) 2026-02-04T01:35Z 138.3K followers, [----] engagements "Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. $NVDA" [X Link](https://x.com/SpecialSitsNews/status/2018991645639774457) 2026-02-04T10:14Z 138.3K followers, 10.8K engagements "Jensen on software careful to say that AI won't destroy software companies. This guy can't afford to lose any customers $NVDA $MSFT $CRM $NOW" [X Link](https://x.com/SpecialSitsNews/status/2019022667152834800) 2026-02-04T12:18Z 138.1K followers, 10.4K engagements "$UBER miss on earnings (stock down 7%) but gross bookings up 22% y/y and monthly active platform customers up 18% - Uber forecast adjusted Ebitda for the first quarter of $2.37 billion to $2.47 billion. - The company also names Balaji Krishnamurthy as its new Chief Financial Officer - 1Q Performance Sees adjusted Ebitda $2.37 billion to $2.47 billion estimate $2.45 billion - Sees gross bookings $52 billion to $53.5 billion estimate $51.37 billion - Sees adjusted earnings per share of 65c-72c estimate 76c 4Q Results Gross bookings $54.14 billion +22% y/y estimate $53.14 billion Mobility" [X Link](https://x.com/SpecialSitsNews/status/2019025822942708033) 2026-02-04T12:30Z 138.5K followers, [----] engagements "At 22k vs 45k ADP was soft and the Fed should be considering cutting rates" [X Link](https://x.com/SpecialSitsNews/status/2019052780804022740) 2026-02-04T14:17Z 138.5K followers, [----] engagements "$AMZN - EXCLUSIVE-AMAZON PLANS TO USE AI TO SPEED UP PROCESS FOR MAKING MOVIES AND TV SHOWS $NFLX $NVDA" [X Link](https://x.com/SpecialSitsNews/status/2019072288096755986) 2026-02-04T15:35Z 138.2K followers, [----] engagements "$IREN / $CIFR down 16-18% today" [X Link](https://x.com/SpecialSitsNews/status/2019092209006706737) 2026-02-04T16:54Z 137.6K followers, [----] engagements "TRUMP SAYS HE THINKS WARSH UNDERSTANDS HE WANTS LOWER RATES WOULD NOT HAVE GOTTEN JOB HAD HE SAID HE WANTED TO RAISE RATES - NBC" [X Link](https://x.com/SpecialSitsNews/status/2019137184142630982) 2026-02-04T19:53Z 138.5K followers, 19.6K engagements "$GOOG ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B" [X Link](https://x.com/SpecialSitsNews/status/2019163451071865193) 2026-02-04T21:37Z 138K followers, [----] engagements "$GOOG beat and raise really whipsawed investors but the numbers were tremendous Alphabet outperformed Wall Street expectations across almost all major metrics: Revenue: $113.8 billion (up 18% YoY) beating the $111.4 billion estimate. Earnings Per Share (EPS): $2.82 a 31% increase YoY beating the $2.64 estimate. Net Profit: $34.5 billion (up 30% YoY). Operating Margin: Stable at 31.6%. Key Growth Drivers [--]. Google Cloud Acceleration: Cloud revenue surged 48% fueled by intense demand for AI enterprise tools and specialized hardware (TPUs). The division reported an operating profit of $420" [X Link](https://x.com/SpecialSitsNews/status/2019178959334719904) 2026-02-04T22:39Z 138.5K followers, [----] engagements "Sharp move lower in $SLV overnight as a Chinese firm shorted over $1 billion of silver again he is still short Bian Ximing a reclusive billionaire often dubbed the "King of Futures" in China made headlines in early February [----] for a high-stakes bet against silver. Data from the SHFE showed that his firm Zhongcai Futures rapidly increased its short position. By January [--] [----] the firm held roughly [-----] short contracts equivalent to approximately [------] tons of silver. Bian reportedly cleared over $500 million in profit within a single week as silver prices plunged nearly 30% in a "flash" [X Link](https://x.com/SpecialSitsNews/status/2019342557767946696) 2026-02-05T09:29Z 137.9K followers, 41.7K engagements "January was the lowest months for job cuts since the [----] Great Recession . layoffs way up hiring ways down. During Jan US-based employers announced just over [------] layoffs. That's roughly 2x Jan [----]. In fact this is the highest since Jan 2009."" [X Link](https://x.com/SpecialSitsNews/status/2019412998583116018) 2026-02-05T14:09Z 137.5K followers, [----] engagements "$NVO NOVO NORDISK SHARES FALL 8.9% ON REPORT OF $49 WEGOVY COPY BY $HIMS" [X Link](https://x.com/SpecialSitsNews/status/2019414159998480866) 2026-02-05T14:13Z 138.5K followers, 34K engagements "Bloodbath $GOOG $MSFT $LLY $AMZN $TSLA" [X Link](https://x.com/SpecialSitsNews/status/2019429673458102746) 2026-02-05T15:15Z 137.5K followers, [----] engagements "Warsh hasn't even started yet.just replace him with Rieder BESSENT SAYS WHETHER TO SUE WARSH OVER FED INTEREST RATE POLICY IS UP TO PRESIDENT TRUMP" [X Link](https://x.com/SpecialSitsNews/status/2019441702335877405) 2026-02-05T16:03Z 138.5K followers, 10.2K engagements "Claude creates financial modeling software to rival $FDS Factset stock down 7%" [X Link](https://x.com/SpecialSitsNews/status/2019469870908281111) 2026-02-05T17:55Z 138K followers, 38.1K engagements "Markets just repriced expectations for a March rate cut. Kalshi now shows a 20% chance of a 25bp cut up sharply from single digits earlier today" [X Link](https://x.com/SpecialSitsNews/status/2019505193382010995) 2026-02-05T20:15Z 137.8K followers, [----] engagements "Margin calls on $GLD and $SLV https://x.com/profitsplusid/status/2019541783462703462s=20 CME MARGIN HIKE ALERT ON Gold and Silver A third MARGIN increase within [--] days. Maintenance increases A 11% increase for gold futures A 20% increase for silver futures This is going into effect after the close of Friday Feb [--] [----] https://t.co/79muikRcbx https://x.com/profitsplusid/status/2019541783462703462s=20 CME MARGIN HIKE ALERT ON Gold and Silver A third MARGIN increase within [--] days. Maintenance increases A 11% increase for gold futures A 20% increase for silver futures This is going into effect" [X Link](https://x.com/SpecialSitsNews/status/2019569422776823993) 2026-02-06T00:30Z 138.5K followers, 12.7K engagements "Trump could really pump the market by switching his nomination to Hassett tmrw. Pretty easy to do when his family just lost $2bn in crypto wealth" [X Link](https://x.com/SpecialSitsNews/status/2019571552069775480) 2026-02-06T00:39Z 137.8K followers, 28.3K engagements "@RedDevi52539977 this is a taper tantrum + AI scare" [X Link](https://x.com/SpecialSitsNews/status/2019571950566404603) 2026-02-06T00:40Z 138.3K followers, [----] engagements "Almost a 50% drawdown in silver from highs $SLV via @Fullcarry" [X Link](https://x.com/SpecialSitsNews/status/2019577144415076859) 2026-02-06T01:01Z 137.7K followers, [----] engagements "Marc Andreessen: AI coding doesnt eliminate programmers just makes them infinitely more productive" [X Link](https://x.com/SpecialSitsNews/status/2019580471345312008) 2026-02-06T01:14Z 137.5K followers, [----] engagements "Binance buys another $235000000 worth of Bitcoin for its 'SAFU' fund $IBIT" [X Link](https://x.com/SpecialSitsNews/status/2019691046704382206) 2026-02-06T08:34Z 137.5K followers, [----] engagements "@jakebrowatzke sorry to hear this man best to you and your family. be strong and use diversification never leverage. there will be better times" [X Link](https://x.com/SpecialSitsNews/status/2019696530899587364) 2026-02-06T08:55Z 137.5K followers, [----] engagements "Cardano founder lost $3 billion paper in net worth" [X Link](https://x.com/SpecialSitsNews/status/2019697317268644220) 2026-02-06T08:58Z 137.5K followers, 10.1K engagements "What happens when the big Chinese short needs to deliver or cover $SLV Bians big short comes with significant risk and he has been forced to liquidate some positions at a loss in a volatile silver market. But he now holds a short that stands at about [---] tons of silver or [-----] contracts so the metals sharp drop since last week has resulted in a paper gain of about [--] billion yuan ($288 million). Including previous losses Bian stands to make a net profit of around [--] billion yuan based on his position and prices at the end of Tuesday. Silver is again sliding in Thursday trade and has tumbled" [X Link](https://x.com/SpecialSitsNews/status/2019706020914704753) 2026-02-06T09:33Z 137.6K followers, [----] engagements "$MOH had obvious risks.like other healthcare companies in the space (medical cost/margin shock). All the other companies in the space were also reporting deterioration in Medical Care Ratios (90.2%-- 94.6%) https://x.com/kingtutcap/status/2019525974485074039s=20 Substack bros in shambles https://t.co/4LOYq5bLoH https://x.com/kingtutcap/status/2019525974485074039s=20 Substack bros in shambles https://t.co/4LOYq5bLoH" [X Link](https://x.com/SpecialSitsNews/status/2019710838064705929) 2026-02-06T09:52Z 138.5K followers, [----] engagements "$AMZN mixed shelf offering to fund capex Bezos you sly dog selling all that stock. AMAZON $AMZN HAS FILED FOR MIXED SHELF OFFERING; SIZE NOT DISCLOSED $ORCL" [X Link](https://x.com/SpecialSitsNews/status/2019761444183519306) 2026-02-06T13:13Z 138.2K followers, [----] engagements "Bithumb employee reportedly sent hundreds of users [----] $BTC during an airdrop instead of the intended token causing Bitcoin to trade about 10% lower on the exchange than the broader market. $IBIT $MSTR As of February [--] [----] this report is true and is currently developing into one of the most significant operational blunders in the history of South Korean crypto exchanges. Multiple outlets including Phemex News and Foresight News have confirmed that an employee at Bithumb mistakenly distributed [----] BTC (valued at roughly $134 million) instead of the intended [----] Korean Won (about $1.40)" [X Link](https://x.com/SpecialSitsNews/status/2019763506883498031) 2026-02-06T13:22Z 138.2K followers, [----] engagements "Rate cuts: *CANADA LOSES 24.8K JOBS IN JAN. EST. 5.0K *CANADA JAN. UNEMPLOYMENT RATE FALLS TO 6.5% EST.6.8%" [X Link](https://x.com/SpecialSitsNews/status/2019765882700836925) 2026-02-06T13:31Z 137.6K followers, [----] engagements "Big tech capex spending insane doubling to $680.2 billion $NVDA $AMD $MU: $AMZN $200 billion $GOOG $182.5 billion $META $125 billion $MSFT $114.2 billion $ORCL $58.5 billion" [X Link](https://x.com/SpecialSitsNews/status/2019774521943769093) 2026-02-06T14:05Z 137.6K followers, [----] engagements "Wednesday was single biggest hedge fund degrossing day since October $GS GS prime brokerage estimates for hedge fund performance on Weds (crazy momentum unwind day): Quant: -0.82% (+2.5% YTD) Fundamental L/S: -0.93% (+2.2% YTD) Multistrat equity: -1.9% (worst since April) (+3.9% YTD) Weds was largest US single-stock degrossing since October GS prime brokerage estimates for hedge fund performance on Weds (crazy momentum unwind day): Quant: -0.82% (+2.5% YTD) Fundamental L/S: -0.93% (+2.2% YTD) Multistrat equity: -1.9% (worst since April) (+3.9% YTD) Weds was largest US single-stock degrossing" [X Link](https://x.com/SpecialSitsNews/status/2019882616090943745) 2026-02-06T21:15Z 138K followers, 10.6K engagements "$NVO $HIMS $LLY FDA IS MOVING TO COMBAT COPYCAT & COMPOUNDED GLP-1 DRUGS VIOLATORS TO FACE ENFORCEMENT $HIMS" [X Link](https://x.com/SpecialSitsNews/status/2019911981994532964) 2026-02-06T23:11Z 137.7K followers, [----] engagements "Software selloff could be overdone according to Claude itself haha $crm $team $now $crwd The entire selloff this week was sparked by a completely false narrative amplified by technically illiterate media pouring gas on the panic just like DeepSeek last year. You can't make this stuff up. Here's what Claude says after reading the GitHub on the infamous Anthropic https://t.co/UUGFMIXCMr The entire selloff this week was sparked by a completely false narrative amplified by technically illiterate media pouring gas on the panic just like DeepSeek last year. You can't make this stuff up. Here's what" [X Link](https://x.com/SpecialSitsNews/status/2019913821293588533) 2026-02-06T23:19Z 138.5K followers, 12.1K engagements "Frances AI plan will be funded with [--] million yes million with an M In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h" [X Link](https://x.com/SpecialSitsNews/status/2019918914122096706) 2026-02-06T23:39Z 138K followers, [----] engagements "$msft gave up lead over SPX" [X Link](https://x.com/SpecialSitsNews/status/2019919210940432889) 2026-02-06T23:40Z 138.1K followers, [----] engagements "Barclays says China has made astounding AI progress over the past year closing much of the gap with the U.S. despite limited compute. Open-source collaboration among local labs has accelerated innovation and model iteration. $nvda While U.S. labs may regain a lead with next-gen models in [----] China remains close behind. Consumer and enterprise AI adoption lags (200M daily users vs. 500M in the West) but low-cost models like DeepSeek V3.2 are boosting capability and fine-tuning. Chinas AI capex is less than one-fifth of top U.S. hyperscalers giving the West an edge in monetization and returns" [X Link](https://x.com/SpecialSitsNews/status/2019919904850276800) 2026-02-06T23:43Z 137.8K followers, [----] engagements "Traders this week in software silver and crypto $mstr $crm $slv" [X Link](https://x.com/SpecialSitsNews/status/2019939973751771645) 2026-02-07T01:03Z 138.5K followers, [----] engagements "3 interesting names in here we have bought $30B+ stocks with Negative 5-YR Total Returns Paypal Sea limited Nike Adobe Snowflake Diageo Disney Target AirBnB UPS Pfizer Zoetis UnitedHealth Salesforce Autodesk Qualcomm Verizon Intel ServiceNow Abbott Labs Medtronics Roper Doordash Accenture TakeTwo Shopify https://t.co/HmjDLJuInI $30B+ stocks with Negative 5-YR Total Returns Paypal Sea limited Nike Adobe Snowflake Diageo Disney Target AirBnB UPS Pfizer Zoetis UnitedHealth Salesforce Autodesk Qualcomm Verizon Intel ServiceNow Abbott Labs Medtronics Roper Doordash Accenture TakeTwo Shopify" [X Link](https://x.com/SpecialSitsNews/status/2019964940946432181) 2026-02-07T02:42Z 138.5K followers, 14.2K engagements "Market weight of capital light businesses has collapsed in EU (Software Computer Services Business Svcs Media) $MSFT $CRM $NOW It is not just the U.S.A. The recent haemorrhaging in capital light names has occurred almost in a straight line down due to the acceleration of Claude (Anthropic) AI models and their ability to code software with minimum curation and oversight. The drop as a % of EU market cap has been from 11% to 7% of the entire index since [----]. At the same time financials and commodities producers have rallied from 21% to 31% of the index. Given the rotation the overall index" [X Link](https://x.com/SpecialSitsNews/status/2020124061238505614) 2026-02-07T13:14Z 138K followers, [----] engagements "Anthropic CPO Mike Krieger says that Claude is now effectively writing itself $msft $nvda Engineers regularly ship 23000-line pull requests generated entirely by Claude Dario predicted a year ago that 90% of code would be written by AI and people thought it was crazy today it's effectively 100pct Via @slow_developer" [X Link](https://x.com/SpecialSitsNews/status/2020126314074607670) 2026-02-07T13:23Z 137.9K followers, 17.3K engagements "Private equity firms hit hard $bx $apo $kkr $ares $tpg 🌎 Private Markets Push for Worlds Wealthy Runs Into AI Meltdown - Bloomberg https://t.co/dUX3FyoY2g https://t.co/pFagzXklha 🌎 Private Markets Push for Worlds Wealthy Runs Into AI Meltdown - Bloomberg https://t.co/dUX3FyoY2g https://t.co/pFagzXklha" [X Link](https://x.com/SpecialSitsNews/status/2020167637238493213) 2026-02-07T16:07Z 138.5K followers, [----] engagements "AI is going to increase disruption in ways we cant even predict. Chris Hohn" [X Link](https://x.com/SpecialSitsNews/status/2020172141296320576) 2026-02-07T16:25Z 137.9K followers, 12.3K engagements "Shanghai exchange silver stocks hit [--] year lows $SLV https://x.com/zerohedge/status/2020184290194235417s=20 Shanghai silver stocks hit [--] year lows https://t.co/pHRG0epNkC https://x.com/zerohedge/status/2020184290194235417s=20 Shanghai silver stocks hit [--] year lows https://t.co/pHRG0epNkC" [X Link](https://x.com/SpecialSitsNews/status/2020191426475098161) 2026-02-07T17:42Z 138K followers, [----] engagements "Trump Backs Nexstar $NXST - Tegna Deal $TGNA Good deals like Nexstar-Tegna merger will create more competition President Donald Trump says on Truth Social. GET THAT DEAL DONE he says saying such deals will help fight fake news We bought TGNA in February in our educational discord timestamped on the $22 cash offer from last year after it sold off. ttps://www.specialsitsresearch.com/plans-pricing https://twitter.com/i/web/status/2020202842062213153 https://twitter.com/i/web/status/2020202842062213153" [X Link](https://x.com/SpecialSitsNews/status/2020202842062213153) 2026-02-07T18:27Z 138.1K followers, [----] engagements "I have no idea what Cramer is talking about. I own bitcoin again recently and dont believe they were adding to the reserve based on Bessents recent testimony $ibit $mstr. The market recovered after a deleveraging event and ahead of the Clarity Act passing in May (60pct probability) which would allow hundreds of financial institutions to build in the tokenization industry https://twitter.com/i/web/status/2020214230528442690 https://twitter.com/i/web/status/2020214230528442690" [X Link](https://x.com/SpecialSitsNews/status/2020214230528442690) 2026-02-07T19:13Z 138.2K followers, 11.1K engagements "Agree but services companies have different terminal values and multiples than high growth monopolies SaaS stocks getting hammered on fears AI will let companies build their own tools. Same thesis behind Microsoft's $357B drop last week. But here's what the bear case misses: most companies don't want to become software companies even if AI makes it easy. They'll keep paying - SaaS stocks getting hammered on fears AI will let companies build their own tools. Same thesis behind Microsoft's $357B drop last week. But here's what the bear case misses: most companies don't want to become software" [X Link](https://x.com/SpecialSitsNews/status/2020214631902429677) 2026-02-07T19:14Z 137.9K followers, [----] engagements "@daniel_morpost He has gotten a bit better" [X Link](https://x.com/SpecialSitsNews/status/2020215344434991184) 2026-02-07T19:17Z 137.8K followers, [---] engagements "We were right HIMS & HERS TO STOP OFFERING WEIGHT LOSS PILL $HIMS $NVO" [X Link](https://x.com/SpecialSitsNews/status/2020217402001174972) 2026-02-07T19:25Z 138.5K followers, [----] engagements "We added $NVO long and shorted $HIMS on Friday as a pair trade" [X Link](https://x.com/SpecialSitsNews/status/2020229296263164054) 2026-02-07T20:12Z 137.9K followers, [----] engagements "US STOCKS POST WORST START TO A YEAR IN AT LEAST [--] YEARS RELATIVE TO INTERNATIONAL EQUITIES; LAG GLOBAL EX-US EQUITIES BY 5% WIDEST GAP SINCE 1995" [X Link](https://x.com/SpecialSitsNews/status/2020238067295219828) 2026-02-07T20:47Z 138.1K followers, 12K engagements "Mag7 doesnt have the firepower left for large buybacks because of all the AI capex spend. We still dont know how much this AI spend will contribute to earnings over time $META $MSFT $AMZN The era of tech buybacks has ended. https://t.co/NHHljqUqoy The era of tech buybacks has ended. https://t.co/NHHljqUqoy" [X Link](https://x.com/SpecialSitsNews/status/2020238538416005598) 2026-02-07T20:49Z 138.5K followers, 25.6K engagements "The truflation inflation metric continues to fall for CPI BREAKING: Truflation US CPI inflation fell from 0.99% to 0.86% today driven mainly by Rented Dwellings. More cooling on the horizon. https://t.co/uDjMVJQHRt BREAKING: Truflation US CPI inflation fell from 0.99% to 0.86% today driven mainly by Rented Dwellings. More cooling on the horizon. https://t.co/uDjMVJQHRt" [X Link](https://x.com/SpecialSitsNews/status/2020238995763216576) 2026-02-07T20:51Z 137.9K followers, [----] engagements "We also like antivirus and security companies which are better positioned in this new AI world Vertical software has fallen 43% this year. DevTools just 21%. The gap between them twenty-two percentage points tells you what markets actually believe about AI. https://t.co/D8KOXY1iu6 Vertical software has fallen 43% this year. DevTools just 21%. The gap between them twenty-two percentage points tells you what markets actually believe about AI. https://t.co/D8KOXY1iu6" [X Link](https://x.com/SpecialSitsNews/status/2020239325485777056) 2026-02-07T20:52Z 137.9K followers, [----] engagements "@piked_u We are having a call on this on Sunday" [X Link](https://x.com/SpecialSitsNews/status/2020240163507696063) 2026-02-07T20:56Z 137.9K followers, [--] engagements "Wild that $JNJ is up 60pct over the last year" [X Link](https://x.com/SpecialSitsNews/status/2020241011319230710) 2026-02-07T20:59Z 138.4K followers, [----] engagements "Software job postings no one is talking about this https://t.co/jIaZMQp8gX no one is talking about this https://t.co/jIaZMQp8gX" [X Link](https://x.com/SpecialSitsNews/status/2020241511645147435) 2026-02-07T21:01Z 138K followers, 26.1K engagements "@trader2179 Its time stamped in our discord Friday afternoon" [X Link](https://x.com/SpecialSitsNews/status/2020241596453999028) 2026-02-07T21:01Z 137.9K followers, [--] engagements "Why does Trump care about the DOW Who is advising his writer about these tweets" [X Link](https://x.com/SpecialSitsNews/status/2020242075820990635) 2026-02-07T21:03Z 137.9K followers, 10.3K engagements "Yes of course $amzn But after this capex overspend Chart of the Day: Will these lines cross again https://t.co/2JgpLabCsM Chart of the Day: Will these lines cross again https://t.co/2JgpLabCsM" [X Link](https://x.com/SpecialSitsNews/status/2020242308554506677) 2026-02-07T21:04Z 138.3K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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: [-------] #
- [--] Week [---------] +12%
- [--] Month [----------] +833%
- [--] Months [----------] +35%
- [--] Year [----------] -4.20%
Mentions: [---] #
- [--] Week [---] +4%
- [--] Month [-----] +60%
- [--] Months [-----] +3.40%
- [--] Year [-----] +1.40%
Followers: [-------] #
- [--] Week [-------] +0.71%
- [--] Month [-------] +1.70%
- [--] Months [-------] +5.60%
- [--] Year [-------] +19%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #1959 finance 38.79% technology brands 30.48% cryptocurrencies #3930 countries 9.32% financial services #1210 social networks 2.52% automotive brands 1.76% travel destinations 1.51% exchanges 1.51%
Social topic influence ai #6183, $nvda #105, $msft #41, $goog #13, $amzn #99, meta #2122, $meta #36, $slv #49, software #359, gold #2653
Top accounts mentioned or mentioned by @grok @william_r2rclub @teshen8lin @stoicdrifter @bri091188812657 @edwardkens50830 @lmaosuine420 @paulmangione @thedivorceteam @biancoresearch @trader2179 @brianarmstrong @anthembcbsnews @anthembcbs @nydfs @seandavid @itslennyj @deepicevalue @jlishawa @sonusvarghese
Top assets mentioned NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Metadium (META) Advanced Micro Devices (AMD) SPDR GOLD ETF (GLD) iShares BTC Trust (IBIT) Salesforce Inc (CRM) Netflix Inc (NFLX) Strategy (MSTR) Oracle Corporation (ORCL) Uniris (UCO) Now Coin (NOW) Bitcoin (BTC) Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) DisChain (DIS) Apple, Inc. (AAPL) Freeport-McMoRan Inc (FCX) Southern Copper Corporation (SCCO) Hudbay Minerals Inc. (HBM) Berkshire Hathaway Inc Class B (BRK.B) BlackRock Inc (BLK) USA Rare Earth, Inc. Class A Common Stock (USAR) Crowdstrike Holdings Inc (CRWD) Paramount Skydance Corporation Class B Common Stock (PSKY) Palantir Technologies Inc. (PLTR) Berkshire Hathaway Inc. (BRK.A) SBET (SBET) Micron Technology, Inc. (MU) BlackCoin (BLK) Teck Resources Limited (TECK) Realio Network (RIO) MP Materials Corp. (MP) Tesla, Inc. (TSLA) Zscaler Inc (ZS) Reddit, Inc. (RDDT)
Top Social Posts
Top posts by engagements in the last [--] hours
"Good cheat sheet on different LLMs via @DougKass Do you agree $NVDA $MSFT $META $GOOG"
X Link 2026-02-09T10:40Z 138.5K followers, [----] engagements
"Novo Nordisk $NVO sues Hims & Hers $HIMS"
X Link 2026-02-09T12:49Z 138.5K followers, [----] engagements
"ATM in Shanghai China melts your gold at 1200C and transfers money straight to your account $GLD $GDX $SLV $SIL $NEM $GOLD"
X Link 2026-02-10T11:44Z 138.5K followers, 20.7K engagements
"Ackman Takes a $2 billion bet on $META; wild timing before this EY news Bill Ackmans Pershing Square revealed a major new stake in Meta making up 10% of its portfolio or about $2 billion. The firm sees Meta as a top beneficiary of AI boosting ads content and future products like wearables and digital assistants. Despite recent share declines Pershing Square began buying in November at around $625 per share with the stock rising since. https://twitter.com/i/web/status/2021650175618671033 https://twitter.com/i/web/status/2021650175618671033"
X Link 2026-02-11T18:18Z 138.5K followers, 38K engagements
"The U.S House just voted to strike down President Trump's Tariffs It now heads to the Senate for a final vote as we await the results"
X Link 2026-02-11T23:32Z 138.5K followers, 13.3K engagements
"Tech short interest"
X Link 2026-02-12T12:12Z 138.5K followers, [----] engagements
"Seedance [---] clip of Ethan Hunt (Mission Impossible) vs. John Wick $NFLX $WBD $DIS $AMZN $PSKY https://x.com/chatcutapp/status/2021902856367092108/video/1 https://x.com/chatcutapp/status/2021902856367092108/video/1"
X Link 2026-02-12T13:23Z 138.5K followers, [----] engagements
"CNBC: "HEDGE FUNDS MADE $24 BILLION SHORTING SOFTWARE STOCKS SO FAR IN [----] AND THEY ARE INCREASING THE BET" $IGV $PLTR"
X Link 2026-02-12T15:28Z 138.5K followers, 10.9K engagements
"Transportation & logistics equities are selling off sharply today ( $RXO $CHRW $EXPD) with no obvious company-specific catalyst extending the markets recent pattern of rotating through AI-disruption candidates. After pressure on CRE brokers financial advisors and insurance brokers earlier this weekand persistent weakness in SaaSthe tape is increasingly treating intermediated workflow-heavy business models as structurally at risk. In this framework the bear case is that AI agents compress the value of brokerage and forwarding by automating core tasks (quote generation routing decisions load"
X Link 2026-02-12T16:00Z 138.5K followers, 95.9K engagements
"Student loan and credit card delinquencies"
X Link 2026-02-12T21:11Z 138.5K followers, [----] engagements
"$ABNB Airbnb forecast revenue for the first quarter; the guidance beat the average analyst estimate. Stock up 5% 1Q FORECAST Sees revenue $2.59 billion to $2.63 billion estimate $2.54 billion 4Q RESULTS Revenue $2.78 billion +12% y/y estimate $2.71 billion Gross booking value $20.4 billion +16% y/y estimate $19.46 billion Adjusted Ebitda $786 million +2.7% y/y estimate $765.3 million Adjusted Ebitda margin 28% vs. 31% y/y estimate 28.2% EPS 56c vs. 73c y/y estimate 67c Nights and seats booked [-----] million +9.8% y/y estimate [-----] million Gross booking value per nights and experiences booked"
X Link 2026-02-12T21:31Z 138.5K followers, [----] engagements
"$PINS Pinterest Inc. shares fell more than 20% after the company projected current-quarter sales that fell short of Wall Street estimates just weeks after announcing layoffs and a pivot toward artificial intelligence products. First-quarter revenue is expected to be $951 million to $971 million the search and discovery company said Thursday. The range was lower than the average analyst estimate of $981 million. Pinterest also reported slightly lower-than-expected holiday quarter sales. Revenue was $1.32 billion for the period ended Dec. [--]. Analysts were expecting revenue of $1.33 billion."
X Link 2026-02-12T21:57Z 138.5K followers, [----] engagements
"President Trump's Truth Social $DJT has filed for two crypto ETFs with the SEC. $IBIT $ETHA $ETHE"
X Link 2026-02-13T17:13Z 138.5K followers, [----] engagements
"$ICLR up 19pct today took half off nice trade everyone 👍 Volatility is a trader's best friend"
X Link 2026-02-13T20:55Z 138.5K followers, [----] engagements
"Software $IGV is basically flat over the last five years while the semis $SMH are up 228%: via @bespokeinvest"
X Link 2026-02-14T17:10Z 138.5K followers, [----] engagements
"When you exclude healthcare and education US job creation has been negative. @Malone_Wealth"
X Link 2026-02-12T09:19Z 138.5K followers, [----] engagements
"The results for today's 30-year Bond Auction (February [--] 2026) came out earlier and they show remarkably strong demand which helped stabilize the long end of the yield curve after this morning's choppy trading. $TLT The Treasury sold $25 billion in 30-year bonds with the following results: High Yield: 4.750% The "Stop-Through": The auction "stopped through" the When-Issued (WI) yield of 4.752% by [---] basis points. Professional traders and investors were willing to accept a lower yield than the market expected just to ensure they could get their hands on the bonds. This is a very "bullish""
X Link 2026-02-12T18:33Z 138.5K followers, 15.1K engagements
"IN AN INTERESTING MOVE TRUMP PAUSES CHINA TECH BANS AHEAD OF XI SUMMIT $NVDA $AMD $AAPL"
X Link 2026-02-12T20:46Z 138.5K followers, [----] engagements
"$ANET Arista Networks shares rose more than 6% in postmarket trading after its forecast for first quarter revenue exceeded the average of analyst estimates. 1Q FORECAST Sees revenue about $2.6 billion estimate $2.45 billion Sees adjusted gross margin about 62% to 63% estimate 63% Sees adjusted operating margin about 46% estimate 46.4% 4Q RESULTS Adjusted EPS 82c estimate 75c Revenue $2.49 billion +29% y/y estimate $2.39 billion Product revenue $2.10 billion +30% y/y estimate $1.97 billion Service revenue $392.1 million +22% y/y estimate $403.8 million Cost of revenue $924.0 million +32% y/y"
X Link 2026-02-12T21:35Z 138.5K followers, [----] engagements
"$UBS WARNS CREDIT MARKETS ARE UNDERPRICING AI DISRUPTION RISK WITH LEVERAGED LOANS MOST VULNERABLE AND POTENTIAL SPILLOVERS THREATENING BROADER FUNDING CONDITIONS AND THE AI INVESTMENT BOOM"
X Link 2026-02-13T00:49Z 138.5K followers, [----] engagements
"U.S. markets wiped out $1 trillion $SPY yesterday from equities and $1.6 trillion from precious metals $GLD $SLV"
X Link 2026-02-13T08:55Z 138.5K followers, [----] engagements
"In the age of AI real conversations will be even more valuable"
X Link 2026-02-13T13:39Z 138.5K followers, [----] engagements
"@paul__mangione great"
X Link 2026-02-13T14:27Z 138.5K followers, [---] engagements
"There are several high-quality oligopolistic companies including quasi-regulated names like $MCO and $SPGI that have sold off a lot.more to come this weekend. Compliance security and payment oriented names are less susceptible to AI disruption We have free models coming out for each for subs: https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/shop https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/shop"
X Link 2026-02-13T15:13Z 138.5K followers, [----] engagements
"Chamath claims that Berkshire $brkb $brka only outperformed before [----] because they had access to inside information through Reg FD If this was actually true you would have seen Buffett trade 100x more and have many more positions rather than hyper concentrated positions in companies like $KO The arrogance of this man is astoundinghe will never be as good as Buffett and has permanently ruined his reputation forever for grifting retail and then berating them by saying only he is in the arena He has been trying to prove he is the next Warren Buffett since [----] and this latest attempt is just"
X Link 2026-02-14T20:26Z 138.5K followers, 38.4K engagements
"@TheDivorceTeam @4Awesometweet Its not just the asset class he is just a bad investor He chose highly speculative cash burning investments"
X Link 2026-02-14T21:30Z 138.5K followers, [--] engagements
"Lol FED'S GOOLSBEE: I'M STILL TRYING TO PROCESS WHY LONG-END INTEREST RATES ARE INCREASING"
X Link 2023-09-28T17:36Z 138.4K followers, 10.8K engagements
"In [----] SSR is working for you to find ideas across: Event-Driven (M&A Spins Capital Return) Small-Cap Deep Value Themes (EM GLP-1 AI) Commodities (Gold Oil Copper Uranium) Closed-End Funds High Divvy Preferreds Asymmetric shorts http://specialsitsresearch.com http://specialsitsresearch.com"
X Link 2024-04-06T10:26Z 138.5K followers, 398.4K engagements
"This admin thinks these people want to work in manufacturing with two 10-minute bathroom breaks per day"
X Link 2025-04-16T14:01Z 138K followers, 59.1K engagements
"@0xMerridew $MSDL and $BXSL are clean and well mgd"
X Link 2025-10-19T19:06Z 138.4K followers, [----] 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 https://twitter.com/i/web/status/1990421182491795950 https://twitter.com/i/web/status/1990421182491795950"
X Link 2025-11-17T14:06Z 137.9K followers, 14.5K engagements
"Oil near liberation day lows $USO $UCO $BNO That doesn't scream inflation haha"
X Link 2025-11-21T12:45Z 138.3K followers, [----] engagements
"Wall Street very bearish on crude oil $UCO $USO $BNO $XLE https://x.com/GoldForecast/status/1993034719681036378s=20 Goldman Sachs $40 oil. JP Morgan $30 oil. Wanna bet against them 🤔 https://t.co/3QhGl1cFNT https://x.com/GoldForecast/status/1993034719681036378s=20 Goldman Sachs $40 oil. JP Morgan $30 oil. Wanna bet against them 🤔 https://t.co/3QhGl1cFNT"
X Link 2025-11-25T11:09Z 138.3K followers, [----] engagements
"Crude oil at $55/bbl $USO $BNO $UCO -2.2%"
X Link 2025-12-16T14:32Z 138.3K followers, [----] engagements
"Conduit Power has entered into financial agreements with Diamondback Energy Inc. (NASDAQ: $FANG) and Granite Ridge Resources (NYSE: $GRNT) to develop [---] megawatts of natural gas power generation assets in Texas. Under the agreements Conduit will build own and operate the distributed power generation capacity across ERCOT's Load Zone West in West Texas. The facilities will sell energy and ancillary services to the Electric Reliability Council of Texas the state's largest power grid operator. https://twitter.com/i/web/status/2001358353281270008"
X Link 2025-12-17T18:26Z 138.2K followers, [----] engagements
"Gotta love Munger trolling every banker in America Charlie Munger famously mocked EBITDA by saying EBITDA is bullshit earnings because he believed it distracts investors from real economic costs and makes weak businesses look healthier than they are. $brkb $brka"
X Link 2025-12-19T21:02Z 138K followers, 11.7K engagements
"Bank of America's top [----] picks focus on AI/semiconductors: Nvidia ( $NVDA) Broadcom ( $AVGO) Lam Research ( $LRCX) KLA ( $KLAC) Analog Devices ( $ADI) Cadence ( $CDNS). In utilities for AI power demand: Public Service Enterprise ( $PEG) Alliant Energy ( $LNT) Sempra ( $SRE) Southwest Gas ( $SWX) Xcel Energy ( $XEL). https://twitter.com/i/web/status/2002850862712987692 https://twitter.com/i/web/status/2002850862712987692"
X Link 2025-12-21T21:17Z 138.5K followers, [----] engagements
"Warren Buffett will retire tmrw $brkb $brka"
X Link 2025-12-30T16:03Z 138K followers, [----] engagements
"Barrons "Top [--] Picks" for 2026: [--]. Amazon $AMZN [--]. Bristol Myers Squibb $BMY [--]. Comcast $CMCSA [--]. Exxon $XOM [--]. Fairfax $FRFHF [--]. Flutter Entertainment $FLUT [--]. Madison Square Garden $MSGS [--]. SL Green Realty $SLG [--]. Visa $V [--]. Walt Disney $DIS"
X Link 2026-01-01T23:40Z 138.5K followers, 33.9K engagements
"Russian billionaire Oleg Deripaska warns that if the US secures control over Venezuelas oil fields after already moving into Guyana it could end up overseeing more than half of the worlds reserves. $uso $uco In his view Washington would then be able to hold oil prices near $50 a barrel putting serious pressure on Russias state-capitalist economic model. Post Via @27khv https://twitter.com/i/web/status/2007538885681704980 https://twitter.com/i/web/status/2007538885681704980"
X Link 2026-01-03T19:45Z 138.1K followers, [----] engagements
"President Trump says that the United States will use Venezuela's oil reserves build infrastructure and sell "large amounts" to other countries like China after capturing Nicols Maduro. "We're in the oil business." $uso $uco"
X Link 2026-01-03T19:55Z 138.3K followers, 22.5K engagements
"MSCI ruled DATS will stay in indices $asst $sbet $bmnr $mstr $ethz $sqns $naka $brr"
X Link 2026-01-07T01:28Z 138K followers, [----] engagements
"$OWL Blue Owl Capital Inc. is allowing investors in Blue Owl Technology Income Corp. to withdraw as much as 17% of the non-traded funds net assets worth about $685 million. The firm had previously set a 5% quarterly limit but is prioritizing investors due to having $2.4 billion of liquidity. The move comes after the firm was hit with a deluge of redemption requests last month amid growing angst around private credit and increased scrutiny from regulators and policymakers. https://twitter.com/i/web/status/2008951587473887549 https://twitter.com/i/web/status/2008951587473887549"
X Link 2026-01-07T17:19Z 138.3K followers, [----] engagements
"$sruuf https://x.com/i/status/2009314608348319884 As of a few minutes ago it's now legal to build big nuclear plants in Illinois. https://x.com/i/status/2009314608348319884 As of a few minutes ago it's now legal to build big nuclear plants in Illinois"
X Link 2026-01-08T21:33Z 138.2K followers, [----] engagements
"$vsco Victorias Secret $VSCO is now up over 230% since announcing they are bringing back the Fashion Show generational wealth missed again. https://t.co/uZ0z3lGgpI Victorias Secret $VSCO is now up over 230% since announcing they are bringing back the Fashion Show generational wealth missed again. https://t.co/uZ0z3lGgpI"
X Link 2026-01-10T10:27Z 138K followers, [----] engagements
"Oil up 4% on Trump Iran message $USO $UCO undoing all "progress" with Venezuela"
X Link 2026-01-13T14:49Z 138.5K followers, [----] engagements
"$SRUUF https://x.com/GovKathyHochul/status/2011152343090544918s=20 Its go big or go home. I want to scale us up to five gigawatts of nuclear power more that's been built anywhere in the U.S. in the last [--] years. https://x.com/GovKathyHochul/status/2011152343090544918s=20 Its go big or go home. I want to scale us up to five gigawatts of nuclear power more that's been built anywhere in the U.S. in the last [--] years"
X Link 2026-01-14T09:27Z 138.2K followers, [----] engagements
"$MU Data centers are set to consume 70% of all memory chips produced in [----] mostly driven by AI demand for high-bandwidth memory (HBM) and server DRAM. Spoke to someone at $BBY yesterday that to build a new powerful PC today (64GB+ memory) more than 75% of the cost would be memory sticks. https://twitter.com/i/web/status/2013247118614343774 https://twitter.com/i/web/status/2013247118614343774"
X Link 2026-01-19T13:48Z 138.2K followers, 21.6K engagements
"$UBS CEO Sergio Ermotti warned in an interview with Bloomberg TV that markets need to prepare for more volatility ahead. But he said that investors looking to dump US assets would be making a dangerous bet noting diversifying away from America is impossible. Although Ermotti conceded things are a bit bumpy in the US at the moment he said hes confident about the country in the long-term. https://twitter.com/i/web/status/2013664026681590066 https://twitter.com/i/web/status/2013664026681590066"
X Link 2026-01-20T17:24Z 138.4K followers, [----] engagements
"$UBS CEO says blockchain will be the future of the global banking business"
X Link 2026-01-20T20:11Z 138K followers, [----] engagements
"Worst combined cross asset decline since April [----] across US equities corporate bonds government bonds and crypto $SPY $TLT $LQD $HYG $IBIT"
X Link 2026-01-20T20:32Z 137.9K followers, [----] engagements
"US Treasury Secretary Scott Bessent says Deutsche Bank's $DB CEO called to dismiss a report that had suggested European investors may dump US assets"
X Link 2026-01-21T10:48Z 137.9K followers, [----] engagements
"Software stocks down [--] days in a row due to Claude Code risk. $NOW $NVDA"
X Link 2026-01-21T20:02Z 138.5K followers, 10.8K engagements
"ONDO finance just increased the tokenized assets on Solana by 400pct overnight after the NYSE approved its tokenization program for stocks $upxi"
X Link 2026-01-21T22:55Z 138K followers, [----] engagements
"$GE Aerospace beat on earnings shares flat premkt GE Aerospace $GE reported quarterly earnings of $1.57 per share which beat the analyst consensus estimate of $1.43 by [----] percent. This is a 18.94% increase over earnings of $1.32 per share from the same period last year. The company reported quarterly sales of $12.717 billion which beat the analyst consensus estimate of $11.177 billion by 13.78%. This is a 17.62% increase over sales of $10.812 billion the same period last year. General Electric Aerospace forecast adjusted earnings per share for [----] of $7.10 to $7.40. YEAR FORECAST - Sees"
X Link 2026-01-22T11:59Z 137.7K followers, 10.2K engagements
"BLACKROCK $BLK SAYS ETHEREUM $ETH BACKS 65% OF TOKENIZED ASSETS POISED TO BENEFIT FROM TOKENIZATION BOOM"
X Link 2026-01-22T15:48Z 137.5K followers, [----] engagements
"$ADSK stock rises on cutting 7% of workforce or roughly [----] jobs"
X Link 2026-01-22T17:02Z 138.5K followers, [----] engagements
"$WDAY Workday CEO Carl Eschenbach downplayed concerns that artificial intelligence could undermine traditional software business models calling such fears overblown in an interview on CNBCs Squawk Box on Thursday. Speaking from the World Economic Forum in Davos Eschenbach characterized AI as a net positive for Workday emphasizing that it represents a demand tailwind rather than a structural threat. Software equities have come under pressure in recent months amid investor concerns that generative AI could disrupt incumbent vendors by eroding recurring revenue models. Eschenbach argued that in"
X Link 2026-01-22T17:10Z 138.5K followers, [----] engagements
"Stanley Druckenmiller on Copper: Its in the tightest position I have ever studied. He said this in [----] but didnt take a position because he believed a hard landing was coming. He was wrong about the hard landing but right about copper"
X Link 2026-01-23T10:45Z 138.5K followers, 43.6K engagements
"Gold $GLD over $5000 Mamma mia We are rich boyz and girlz. $IBIT $SBET next"
X Link 2026-01-23T16:43Z 137.6K followers, [----] engagements
"BLACKROCK PRIVATE DEBT FUND EXPECTS 19% NET ASSET VALUE CUT $TCPC $BLK"
X Link 2026-01-24T02:37Z 138.4K followers, [----] engagements
"US winter storm triggered what is shaping up to be one of the worst air travel meltdowns since the pandemic forcing major airlines to cancel more than half of their flights. $aal $ual $dal"
X Link 2026-01-25T18:04Z 138.5K followers, [----] engagements
"$CPNG faces some domestic challenges but growth is strong"
X Link 2026-01-25T19:43Z 137.6K followers, [----] engagements
"Trump has literally wiped out more than half of his net worth in crypto since October from $4 billion to $2 billion. $DJT $ABTC. We are entering our 2nd government shutdown in [--] months. Eric must be squeamish. $IBIT $MSTR"
X Link 2026-01-25T20:30Z 137.9K followers, [----] engagements
"BlackRock's $BLK Rick Rieder Expected to be the Next Fed Chair (50% Chance) On policy Rieder tends to be more focused on risk and focused on avoiding damage to credit housing and small business. Thats why hes been more open than many to rate cuts in this phase of the cycle. Rick Rieders candidacy represents a shift from academic theory to real-world financial plumbing. As the manager of $2.4 trillion in fixed income at BlackRock he possesses a unique understanding of how monetary policy actually "hits the tape." [--]. Preventing "Economic Accidents" Rieders primary strength as a potential Fed"
X Link 2026-01-25T22:57Z 137.9K followers, [----] engagements
"The Federal Open Market Committee (FOMC) is scheduled to meet this week on Tuesday January [--] and Wednesday January [--] [----]. The overwhelming market expectation is a pause with the Fed likely to keep the benchmark interest rate steady at its current range of 3.50%3.75%. [--]. The Decision: A "Hawkish Pause" Following three consecutive rate cuts in late [----] (totaling [--] basis points) the Fed is expected to hit the "pause button" to evaluate the impact on inflation and the labor market. Current Odds: FedWatch tools show a 95%97% probability that rates will remain unchanged. Inflation Concerns:"
X Link 2026-01-25T23:16Z 138.5K followers, [----] engagements
"$TM Toyota Motors probably a sell on yen intervention (bad for exports)"
X Link 2026-01-26T02:24Z 138K followers, [----] engagements
"Our Educational Discord call recording is up where we discuss our top [--] picks out of [--] copper names long term. $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FQVLF $ERO $COPX $ICOP $COPP $CPER https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/plans-pricing"
X Link 2026-01-26T02:38Z 138K followers, [----] engagements
"$IONQ IonQ Inc. has agreed to buy SkyWater Technology Inc. in a cash-and-stock deal that values the chipmaker at about $1.8 billion. IonQ will pay $35 a share for the Minnesota-based company comprising $15 in cash and $20 in stock a 38% premium to SkyWaters average share price over [--] days. The deal gives IonQ access to a large US-based chip foundry allowing it to speed up development of its own technology and boost its appeal to US customers in sensitive sectors like defense. https://twitter.com/i/web/status/2015754928170434874 https://twitter.com/i/web/status/2015754928170434874"
X Link 2026-01-26T11:53Z 138K followers, [----] engagements
"$CHGG was one of the most obvious victims of AI Is $DUOL a victim Possibly the biggest victim of AI https://t.co/BNlv4mSmgX Possibly the biggest victim of AI https://t.co/BNlv4mSmgX"
X Link 2026-01-26T12:10Z 137.9K followers, [----] engagements
"BUFFETT DELIVERED A SERIOUS WARNING $BRKB HE SAYS HISTORY PROVES GOVERNMENTS CONSISTENTLY DEVALUE THEIR OWN CURRENCIES AND CURRENT U.S. POLICY IS MAKING HIM UNEASY. $GLD $SLV $IBIT"
X Link 2026-01-26T12:14Z 138.4K followers, 32.9K engagements
"BlackRock TCP Capital Corp. $TCPC a publicly traded middle-market lending fund falls 12% as it expects to mark down the net value of its assets 19% after a string of troubled loans weighed on results"
X Link 2026-01-26T12:35Z 138.4K followers, [----] engagements
"$VST power generation companies https://x.com/ShanuMathew93/status/2015817095993233762s=20 Power has been one of the primary winners of the AI capex trade. (chart: Bernstein) https://t.co/dVe6gVvYag https://x.com/ShanuMathew93/status/2015817095993233762s=20 Power has been one of the primary winners of the AI capex trade. (chart: Bernstein) https://t.co/dVe6gVvYag"
X Link 2026-01-26T18:59Z 137.9K followers, [----] engagements
"So Burry thinks shorting $nvda at 23x forward earnings is a great idea and going long $gme with no real business prospects and a failed bitcoin strategy is a good idea. Wow interesting"
X Link 2026-01-26T22:28Z 138.4K followers, 30.1K engagements
"Well well now we know why Rep Hern sold all his $unh shares United Health $UNH down 8% after hours on news of Trump admin proposing flat rates for Medicare Rep. Hern (R) sold off his entire $500K position just a couple weeks ago"
X Link 2026-01-27T08:11Z 138.5K followers, 11.7K engagements
"Rieder is going to cut rates to at least 3%.not to 2% like Hassett but more than the market predicts"
X Link 2026-01-27T08:54Z 138K followers, 19K engagements
"$GM $6 billion buyback authorization: General Motors Co. expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks. Adjusted earnings before interest and taxes this year will range from $13 billion to $15 billion which is higher than last years $12.7 billion. GM authorized $6 billion in share buybacks and an increase in its quarterly dividend by [--] cents to [--] cents a share. https://twitter.com/i/web/status/2016113783396053286 https://twitter.com/i/web/status/2016113783396053286"
X Link 2026-01-27T11:39Z 138.3K followers, [----] engagements
"Trump says the dollar is doing great.it's down more than 11% in the last year. $GLD $IBIT $SLV $SBET"
X Link 2026-01-27T21:09Z 137.5K followers, 15.3K engagements
"Two sticks of RAM now cost over $1000 because of this AI crap $MU $NVDA"
X Link 2026-01-28T01:35Z 138.5K followers, 43.4K engagements
"Thailands Central Bank governor prohibits short selling for gold transactions. $gld $slv"
X Link 2026-01-28T02:48Z 137.9K followers, [----] engagements
"An Australian power expert. Love Australians $vst"
X Link 2026-01-28T04:15Z 138.5K followers, 22.7K engagements
"Indonesian stocks are gapping down today. The Jakarta Index gapped lower over 7% at the open. Stocks bounced but then reversed lower again to decline 7.4%. $EIDO"
X Link 2026-01-28T09:02Z 137.7K followers, [----] engagements
"Tether CEO reiterates the company's stance and confirms it is buying one or two tons of gold per week now holding [---] TONS of $GLD Gold stashed in a nuclear bunker"
X Link 2026-01-28T09:18Z 138.5K followers, [----] engagements
"Anta Sports Products the largest Chinese sportswear company has purchased a 29.06% stake in $Puma for [----] billion (1.79 billion) becoming the largest shareholder of the German brand"
X Link 2026-01-28T09:48Z 138.3K followers, [----] engagements
"BlackRock $BLK says bonds no longer offer reliable portfolio protection amid rising volatility. Spikes in long-term yields are fueling debt concerns driven largely by U.S. tariff risks with impacts strongest in Japan. The firm remains underweight long-term U.S. and Japanese government bonds https://twitter.com/i/web/status/2016533309203825071 https://twitter.com/i/web/status/2016533309203825071"
X Link 2026-01-28T15:26Z 138.5K followers, [----] engagements
"EU is "actively looking" for alternative LNG supplies that aren't from the US $LNG $UNG via @SStapczynski"
X Link 2026-01-28T15:30Z 138.1K followers, [----] engagements
"$CVNA has been taking market share from $KMX.need this to turn and for subprime auto to really blow up for this to be a good short"
X Link 2026-01-28T16:57Z 138.1K followers, 10.1K engagements
"France to replace Microsoft Teams $MSFT and Zoom $ZM with its own video platform Visio across all Govt departments by 2027"
X Link 2026-01-28T18:04Z 137.5K followers, [----] engagements
"1/ SSR FED THREAD Federal Reserve officials left interest rates unchanged and pointed to improvements in the US economy as they signaled a more cautious approach to potential future adjustments. The Federal Open Market Committee voted 10-2 Wednesday to hold the benchmark federal funds rate in a range of 3.5%-3.75%. Governors Christopher Waller and Stephen Miran dissented in favor of a quarter-point reduction. In a post-meeting statement policymakers said job gains have remained low and the unemployment rate has shown some signs of stabilization. Officials also dropped language pointing to"
X Link 2026-01-28T19:07Z 138.5K followers, 12.8K engagements
"ALKAMI $ALKT SAID TO TAP ADIVSOR TO EXPLORE SALE Alkami up 8% after Bloomberg says company exploring options"
X Link 2026-01-28T20:30Z 138.5K followers, [----] engagements
"$ADBE could do something really funny here with $FIG"
X Link 2026-01-28T21:43Z 138.4K followers, 65.1K engagements
"$V Visa doing everything it can to avoid getting on the wrong side of [--] I like the investment plan for kids https://x.com/i/status/2016570277774131452 Statement from Visa: https://t.co/2Bcv8e36BE https://x.com/i/status/2016570277774131452 Statement from Visa: https://t.co/2Bcv8e36BE"
X Link 2026-01-28T22:46Z 137.9K followers, [----] engagements
"Copper up 7%.rallying harder than gold or silver today All-time record $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FM / $FQVLF $COPX $ICOP $COPP $CPER"
X Link 2026-01-29T09:24Z 138.5K followers, [----] engagements
"$GEV GE Vernova earnings OK outside of wind: GE Vernova reported a mixed earnings picture with revenue of $10.956 billion up 4% from 10.56bn and EPS of $2.79 missing the estimate of $3.18. Sales exceeded an analyst estimate of $10.213 billion. The company highlighted solid demand margin expansion and cash generation with a backlog increase to $150 billion and a doubling of its quarterly dividend to [--] cents per share. GE Vernova raised its [----] revenue outlook to $44 billion to $45 billion and increased free cash flow guidance to $5.0 billion to $5.5 billion with shares trading lower"
X Link 2026-01-29T12:42Z 138.5K followers, [----] engagements
"Aluminum more expensive in the USA now due to tariffs $AA"
X Link 2026-01-29T12:45Z 138.4K followers, [----] engagements
"@TheBenSchmark correct $AA is cited for SEO purposes. our ideas are on our website/discord"
X Link 2026-01-29T12:54Z 137.6K followers, [---] engagements
"Hmm.SEC Chair Paul Atkins says now is the "right" time to open the $12.5 trillion 401k retirement market to crypto. Investors should be able to make their own decisions but this guy is coming in strong. $IBIT $MSTR $SBET"
X Link 2026-01-29T13:12Z 138.5K followers, 10.8K engagements
"Trump response to FOMC -- you knew this was coming hahaha (it's his tariffs that pushed PCE above the target rate of 2% we would have already been there) Jerome Too Late Powell is refusing to cut interest rates for no good reason. Inflation is no longer a threat yet high rates are hurting our economy national security and costing America hundreds of billions in unnecessary interest. With tariffs bringing in billions and strengthening our country the U.S. should have the lowest interest rates in the world. The Fed must substantially lower ratesnow."
X Link 2026-01-29T13:59Z 137.5K followers, [----] engagements
"Silver from up 5% to down 7% in one day $SLV. Once in two decade type volatility. [--] sigma moves Dollar was overextended to the downside"
X Link 2026-01-29T15:29Z 137.6K followers, [----] engagements
"What is the AI threat to cybersecurity If anything cybersecurity software needs will rise"
X Link 2026-01-29T15:30Z 137.6K followers, [----] engagements
"$OWL Investors pulled around 15.4% of net assets from Blue Owl Technology Income Corp. a business development company following the firm's decision to increase the amount investors could withdraw. The redemption requests elevated net leverage to [----] times debt-to-equity and after cashing investors out the fund had around $1.4 billion in liquidity available. The 17% redemption request is the largest on a percentage basis that Blue Owl has ever received and most funds have the option to stop investors from taking out cash if requests exceed 5% of net asset value"
X Link 2026-01-29T19:28Z 138.3K followers, [----] engagements
"$AMZN is set to invest $50 billion in the latest round of OpenAI according to Andy Jassy $NVDA $MSFT $SFTBY Whyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyy"
X Link 2026-01-29T20:38Z 137.5K followers, 10.2K engagements
"$SATS down on potential merger of xAI and SpaceX"
X Link 2026-01-29T22:07Z 138.1K followers, [----] engagements
"$V Visa beat earnings but traded down Visa Q1 Adj. EPS $3.17 Beats $3.14 Estimate Sales $10.901B Beat $10.687B Estimate Payment volume $3.87 trillion +9.8% y/y estimate $3.83 trillion Payments volume at constant currency +8% estimate +8.33% Cross-border volumes at constant currency +12% estimate +11.9% Change in cross-border volume nominal USD +18% estimate +13.6% Total Visa processed transactions $69.4 billion +8.8% y/y estimate $69.67 billion Total Visa processed transactions +9% Net revenue $10.90 billion +15% y/y estimate $10.68 billion Service revenue $4.76 billion +13% y/y estimate"
X Link 2026-01-29T22:12Z 137.9K followers, [----] engagements
"Founder of Ivanhoe Mines on copper $FCX $TECK $GLEN $SCCO $HBM: https://x.com/robert_ivanhoe/status/2017022065367269715s=20 I have heard many explanations for the rally in the copper market over the past [--] hours. upside call option granters being caught wrong-footed collar hedging by miners alarmingly out of the money even aggressive buying of $20000 per tonne strike calls for June and December https://x.com/robert_ivanhoe/status/2017022065367269715s=20 I have heard many explanations for the rally in the copper market over the past [--] hours. upside call option granters being caught"
X Link 2026-01-30T09:04Z 138.5K followers, 22.1K engagements
"Powell realizing he wont be the Fed chair when the next big crash happens"
X Link 2026-01-30T13:29Z 137.7K followers, 11.7K engagements
"Why Waller Dissented: Statement by Governor Christopher J. Waller Governor Christopher J. Waller I dissented at the most recent meeting of the Federal Open Market Committee (FOMC) after concluding that cutting the policy rate by [--] basis points was the appropriate stance of policy. Three cuts to the policy rate last year have moved it closer to a neutral setting but monetary policy is still restricting economic activity and economic data make it clear to me further easing is needed. First in contrast to the continued solid growth in economic activity the labor market remains weak. Despite"
X Link 2026-01-30T15:38Z 138.5K followers, [----] engagements
"$10 trillion in value wiped from Gold and Silver in [--] hours. $SLV $GLD Imagine buying on margin this month El Salvador just bought yesterday"
X Link 2026-01-30T18:09Z 137.8K followers, [----] engagements
"Warsh we can lower interest rates a lot (October 2025)"
X Link 2026-01-31T11:34Z 138.4K followers, 21K engagements
"US has told India that it will be able to purchase Venezuelan crude oil but any scaling here will take years $uso $uco"
X Link 2026-01-31T12:34Z 138.5K followers, [----] engagements
"First FDIC bank failure of 2026: Metropolitan Capital Bank & Trust This Chicago based bank was already stressed as Chicago real estate prices have been anemic We have far too many banks in the USA"
X Link 2026-01-31T12:56Z 137.9K followers, [----] engagements
"Dalio says every fiat currency is declining faster than ever and given debt problems the world is now hoarding gold especially central banks Ray Dalio says the U.S. Dollar & all other fiat monetary systems are coming to an end"
X Link 2026-01-31T17:07Z 138.2K followers, [----] engagements
"Bitcoin just fell below 80k. $IBIT $MSTR Trump has been the worst President for his own family's net worth $ABTC $DJT 4bn in crypto gross value at peak going to fall to 1.5bn"
X Link 2026-01-31T17:12Z 137.9K followers, [----] engagements
"Agree with Matt furthermore the same bad reporting from Reuters last week caused liquidations in rare earth metals companies like $MP and $USAR Journalists need to do better the WSJ $NVDA stalling on deal with OpenAI article was not titled correctlybut unlike Reuters they addressed this in the body of the article This type of garbage is getting tiring. WSJs headline implies Nvidia is bailing on OpenAI but the article itself says the original $100B / 10GW framework was nonbinding and never a finalized contract (old news Jensen didnt like the $amd deal either - duh). It also says"
X Link 2026-01-31T20:50Z 137.9K followers, [----] engagements
"CEO of $U Unity on AI Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can"
X Link 2026-01-31T20:51Z 137.6K followers, 10.3K engagements
"Calls in $gld and $slv highest traded ever on Friday When looking at the total call volume among some of the most popular ETFs ($GLD and $SLV) Friday was the highest of all time coming in at [---] million contracts traded. #gold #silver https://t.co/daqb0gR7j0 When looking at the total call volume among some of the most popular ETFs ($GLD and $SLV) Friday was the highest of all time coming in at [---] million contracts traded. #gold #silver https://t.co/daqb0gR7j0"
X Link 2026-01-31T22:32Z 137.9K followers, [----] engagements
"@biancoresearch @Chickendaddy5 It was because of a timing mismatch with London pricing not really a 19pct discount to nav"
X Link 2026-01-31T22:47Z 137.7K followers, [----] engagements
"That's complete nonsense. We are going to make a huge investment in OpenAI this is "probably the largest investment we've ever made." $nvda"
X Link 2026-02-01T00:24Z 137.9K followers, 34.4K engagements
"Truflation shows inflation is dumping.contrary to PPI last week which was bolstered by fund manager fees etc that grow with AUM"
X Link 2026-02-01T14:37Z 137.9K followers, [----] engagements
"Renminbi cannot be a global reserve currency if China continues to have capital controls https://x.com/FT/status/2017953627143286903s=20 Xi Jinping has called for the renminbi to become a global reserve currency in some of his clearest comments on his ambitions for Chinas currency as Beijing seeks to play a greater role in the international monetary system: https://t.co/qvIgOzMkmi https://t.co/XvPayFHr2K https://x.com/FT/status/2017953627143286903s=20 Xi Jinping has called for the renminbi to become a global reserve currency in some of his clearest comments on his ambitions for Chinas"
X Link 2026-02-01T14:41Z 138.5K followers, [----] engagements
"Does Trump know there is a board of governors that all vote on policy How it works: There are [--] voters at EVERY SINGLE FOMC meeting: 1) The [--] Governors (Permanent Voters) These are the members of the Board of Governors in Washington D.C. They are appointed by the President and confirmed by the Senate. They always have a vote. Jerome Powell (Chair until May 2026) Philip Jefferson (Vice Chair) Michael Barr Michelle Bowman Lisa Cook Stephen Miran (Note: His term technically ended yesterday Jan [--] 2026; a successor or temporary seat-holder will fill this spot.) Christopher Waller 2) The 5"
X Link 2026-02-01T15:36Z 138K followers, [----] engagements
"Comex silver inventories $SLV"
X Link 2026-02-01T15:36Z 138.1K followers, 71.2K engagements
"$AMZN is buying copper in the US for the first time in more than [--] years for its data centers from $RIO Johnson Camp Mine in Arizona Amazon Web Services (AWS) has secured a two-year agreement with Rio Tinto to purchase copper from the Johnson Camp mine in Arizona marking the first new U.S.-mined copper in over a decade. This agreement is part of AWS' strategy to support its growing AI data centers which require a significant amount of copper for their infrastructure. The deal covers approximately [-----] metric tons of copper cathode over four years with an additional [-----] tonnes from"
X Link 2026-02-01T15:47Z 138.4K followers, 27K engagements
"Software meltdown $FIG $TTD $DUOL $HUBS $MNDY $WIX $REAM $CVLT $DOCS $IOT $DOCU $ESTC $CRM $WDAY $INTU $ABDE $SAP $SNOW $ZETA $FSLY"
X Link 2026-02-01T16:33Z 138.1K followers, [----] engagements
"US High Yield Credit Spreads (BB/B) Still at Multi Year Lows $JNK"
X Link 2026-02-01T16:45Z 137.7K followers, [----] engagements
"Special Situations Market Strategy & Silver/gold/copper miner call this evening at 6:30pm ET. Some of these companies have negative cash costs & will print cash even at $30-50/ox. $SLV $HL $PAAS $AG $EXK $FSM $SIL $CDE $NEM $GOLD $AEM Can sign up here: https://www.specialsitsresearch.com/plans-pricing https://www.specialsitsresearch.com/plans-pricing"
X Link 2026-02-01T20:34Z 138.2K followers, [----] engagements
"Rare earth magnet demand $USAR $MP $METC via @HyperTechInvest"
X Link 2026-02-02T02:03Z 138.3K followers, [----] engagements
"Oracle Corp. $ORCL plans to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity. $NVDA $MSFT $META The company is raising money to build additional capacity to meet the contracted demand from its largest cloud customers including $AMD Advanced Micro Devices Inc. and OpenAI. Oracle plans to raise half of the funds via equity-linked and common equity issuances and the rest via a single issuance of bonds early in [----]. The company plans to raise half of the funds via equity-linked and common equity issuances"
X Link 2026-02-02T04:14Z 138.5K followers, [----] engagements
"Marc Andreessen on AI $NVDA $AMD $GOOG https://x.com/i/status/2016926074635182473 The @pmarca episode Marc is a many-time founder investor co-creator of the web browser co-founder of Netscape the "a" in @a16z. In this very special conversation we dig into why were living through one of the most unique times in history and what comes next. We discuss: https://t.co/Pg4LmGtQco https://x.com/i/status/2016926074635182473 The @pmarca episode Marc is a many-time founder investor co-creator of the web browser co-founder of Netscape the "a" in @a16z. In this very special conversation we dig into why"
X Link 2026-02-02T06:19Z 137.8K followers, 11.8K engagements
"BLS WON'T RELEASE JANUARY JOBS REPORT ON FRIDAY: BARRON'S THIS IS DUE TO PARTIAL GOVERNMENT SHUTDOWN"
X Link 2026-02-02T17:16Z 138.2K followers, 23.1K engagements
"Epstein was getting FX insider trading tips from British politicians Lord Mandelson gave Jeffrey Epstein advance notice of a 500bn bailout to save the Euro. He messaged Epstein about the bailout on the evening of May [--] [----] (timing was key). It was formally announced the following morning"
X Link 2026-02-02T18:13Z 137.5K followers, 20.5K engagements
"Copper up 4% on China stockpiling China which consumers 60% of the world's commodities is growing copper inventories at the same time as the USA to secure supply after the strategic metal rose this year. $FCX $SCCO $ANTO $IVN $LUN $BHP $RIO $GLEN $TECK $HBM $FM / $FQVLF $COPX $ICOP $COPP $CPER The country will work with key state-owned smelters to boost commercial inventories Duan Shaopu deputy secretary general of the China Nonferrous Metals Industry Association said at a press conference on Tuesday. https://twitter.com/i/web/status/2018673434406854760"
X Link 2026-02-03T13:10Z 138.5K followers, [----] engagements
"$PEP PepsiCo Cuts Lays Doritos Prices as Much as 15% to Boost Sales as lower income US citizens are cutting back Disinflation starting"
X Link 2026-02-03T13:59Z 138K followers, 13.7K engagements
"Spain's PM announces legal measures against "dangers of social media" including bans for under 16s making tech CEOs "face criminal liability" for not removing "illegal or hateful content" $meta $goog $msft $snap $orcl"
X Link 2026-02-03T14:25Z 138K followers, [----] engagements
"$USAR now back at $26/share The Trump administration has launched Project Vault a public-private partnership aimed at insulating the U.S. economy from global resource volatility. The U.S. Export-Import Bank has announced funding of a direct loan of up to $10 billion to Project Vault with more than a dozen major companies providing an additional nearly $2 billion. The government's commitment is viewed as a "White House put" for the rare earth and critical minerals sector with investors piling into domestic miners and processors. https://twitter.com/i/web/status/2018735704948310194"
X Link 2026-02-03T17:17Z 138.5K followers, [----] engagements
"Rare-earths and critical minerals stocks are rising on Tuesday as the European Union is set to pitch the US on a critical minerals partnership to reduce reliance on China. $USAR $MP"
X Link 2026-02-03T19:10Z 138.2K followers, [----] engagements
"ORACLE $ORCL FILES FOR OFFERING OF UP TO $20B OF COMMON STOCK"
X Link 2026-02-04T00:17Z 138.4K followers, 29.8K engagements
"Big sell off in private equity today on software loan risk $bx $ares $tpg $apo"
X Link 2026-02-04T01:27Z 138.5K followers, [----] engagements
"What is funny is private credit is funding the very AI data centers that are making their private credit loans to software companies eventually default (20pct of BDC and private credit loans are to software companies) Irony $crm $bx $ap $owl $ares $nvda"
X Link 2026-02-04T01:35Z 138.3K followers, [----] engagements
"Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. $NVDA"
X Link 2026-02-04T10:14Z 138.3K followers, 10.8K engagements
"Jensen on software careful to say that AI won't destroy software companies. This guy can't afford to lose any customers $NVDA $MSFT $CRM $NOW"
X Link 2026-02-04T12:18Z 138.1K followers, 10.4K engagements
"$UBER miss on earnings (stock down 7%) but gross bookings up 22% y/y and monthly active platform customers up 18% - Uber forecast adjusted Ebitda for the first quarter of $2.37 billion to $2.47 billion. - The company also names Balaji Krishnamurthy as its new Chief Financial Officer - 1Q Performance Sees adjusted Ebitda $2.37 billion to $2.47 billion estimate $2.45 billion - Sees gross bookings $52 billion to $53.5 billion estimate $51.37 billion - Sees adjusted earnings per share of 65c-72c estimate 76c 4Q Results Gross bookings $54.14 billion +22% y/y estimate $53.14 billion Mobility"
X Link 2026-02-04T12:30Z 138.5K followers, [----] engagements
"At 22k vs 45k ADP was soft and the Fed should be considering cutting rates"
X Link 2026-02-04T14:17Z 138.5K followers, [----] engagements
"$AMZN - EXCLUSIVE-AMAZON PLANS TO USE AI TO SPEED UP PROCESS FOR MAKING MOVIES AND TV SHOWS $NFLX $NVDA"
X Link 2026-02-04T15:35Z 138.2K followers, [----] engagements
"$IREN / $CIFR down 16-18% today"
X Link 2026-02-04T16:54Z 137.6K followers, [----] engagements
"TRUMP SAYS HE THINKS WARSH UNDERSTANDS HE WANTS LOWER RATES WOULD NOT HAVE GOTTEN JOB HAD HE SAID HE WANTED TO RAISE RATES - NBC"
X Link 2026-02-04T19:53Z 138.5K followers, 19.6K engagements
"$GOOG ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B"
X Link 2026-02-04T21:37Z 138K followers, [----] engagements
"$GOOG beat and raise really whipsawed investors but the numbers were tremendous Alphabet outperformed Wall Street expectations across almost all major metrics: Revenue: $113.8 billion (up 18% YoY) beating the $111.4 billion estimate. Earnings Per Share (EPS): $2.82 a 31% increase YoY beating the $2.64 estimate. Net Profit: $34.5 billion (up 30% YoY). Operating Margin: Stable at 31.6%. Key Growth Drivers [--]. Google Cloud Acceleration: Cloud revenue surged 48% fueled by intense demand for AI enterprise tools and specialized hardware (TPUs). The division reported an operating profit of $420"
X Link 2026-02-04T22:39Z 138.5K followers, [----] engagements
"Sharp move lower in $SLV overnight as a Chinese firm shorted over $1 billion of silver again he is still short Bian Ximing a reclusive billionaire often dubbed the "King of Futures" in China made headlines in early February [----] for a high-stakes bet against silver. Data from the SHFE showed that his firm Zhongcai Futures rapidly increased its short position. By January [--] [----] the firm held roughly [-----] short contracts equivalent to approximately [------] tons of silver. Bian reportedly cleared over $500 million in profit within a single week as silver prices plunged nearly 30% in a "flash"
X Link 2026-02-05T09:29Z 137.9K followers, 41.7K engagements
"January was the lowest months for job cuts since the [----] Great Recession . layoffs way up hiring ways down. During Jan US-based employers announced just over [------] layoffs. That's roughly 2x Jan [----]. In fact this is the highest since Jan 2009.""
X Link 2026-02-05T14:09Z 137.5K followers, [----] engagements
"$NVO NOVO NORDISK SHARES FALL 8.9% ON REPORT OF $49 WEGOVY COPY BY $HIMS"
X Link 2026-02-05T14:13Z 138.5K followers, 34K engagements
"Bloodbath $GOOG $MSFT $LLY $AMZN $TSLA"
X Link 2026-02-05T15:15Z 137.5K followers, [----] engagements
"Warsh hasn't even started yet.just replace him with Rieder BESSENT SAYS WHETHER TO SUE WARSH OVER FED INTEREST RATE POLICY IS UP TO PRESIDENT TRUMP"
X Link 2026-02-05T16:03Z 138.5K followers, 10.2K engagements
"Claude creates financial modeling software to rival $FDS Factset stock down 7%"
X Link 2026-02-05T17:55Z 138K followers, 38.1K engagements
"Markets just repriced expectations for a March rate cut. Kalshi now shows a 20% chance of a 25bp cut up sharply from single digits earlier today"
X Link 2026-02-05T20:15Z 137.8K followers, [----] engagements
"Margin calls on $GLD and $SLV https://x.com/profitsplusid/status/2019541783462703462s=20 CME MARGIN HIKE ALERT ON Gold and Silver A third MARGIN increase within [--] days. Maintenance increases A 11% increase for gold futures A 20% increase for silver futures This is going into effect after the close of Friday Feb [--] [----] https://t.co/79muikRcbx https://x.com/profitsplusid/status/2019541783462703462s=20 CME MARGIN HIKE ALERT ON Gold and Silver A third MARGIN increase within [--] days. Maintenance increases A 11% increase for gold futures A 20% increase for silver futures This is going into effect"
X Link 2026-02-06T00:30Z 138.5K followers, 12.7K engagements
"Trump could really pump the market by switching his nomination to Hassett tmrw. Pretty easy to do when his family just lost $2bn in crypto wealth"
X Link 2026-02-06T00:39Z 137.8K followers, 28.3K engagements
"@RedDevi52539977 this is a taper tantrum + AI scare"
X Link 2026-02-06T00:40Z 138.3K followers, [----] engagements
"Almost a 50% drawdown in silver from highs $SLV via @Fullcarry"
X Link 2026-02-06T01:01Z 137.7K followers, [----] engagements
"Marc Andreessen: AI coding doesnt eliminate programmers just makes them infinitely more productive"
X Link 2026-02-06T01:14Z 137.5K followers, [----] engagements
"Binance buys another $235000000 worth of Bitcoin for its 'SAFU' fund $IBIT"
X Link 2026-02-06T08:34Z 137.5K followers, [----] engagements
"@jakebrowatzke sorry to hear this man best to you and your family. be strong and use diversification never leverage. there will be better times"
X Link 2026-02-06T08:55Z 137.5K followers, [----] engagements
"Cardano founder lost $3 billion paper in net worth"
X Link 2026-02-06T08:58Z 137.5K followers, 10.1K engagements
"What happens when the big Chinese short needs to deliver or cover $SLV Bians big short comes with significant risk and he has been forced to liquidate some positions at a loss in a volatile silver market. But he now holds a short that stands at about [---] tons of silver or [-----] contracts so the metals sharp drop since last week has resulted in a paper gain of about [--] billion yuan ($288 million). Including previous losses Bian stands to make a net profit of around [--] billion yuan based on his position and prices at the end of Tuesday. Silver is again sliding in Thursday trade and has tumbled"
X Link 2026-02-06T09:33Z 137.6K followers, [----] engagements
"$MOH had obvious risks.like other healthcare companies in the space (medical cost/margin shock). All the other companies in the space were also reporting deterioration in Medical Care Ratios (90.2%-- 94.6%) https://x.com/kingtutcap/status/2019525974485074039s=20 Substack bros in shambles https://t.co/4LOYq5bLoH https://x.com/kingtutcap/status/2019525974485074039s=20 Substack bros in shambles https://t.co/4LOYq5bLoH"
X Link 2026-02-06T09:52Z 138.5K followers, [----] engagements
"$AMZN mixed shelf offering to fund capex Bezos you sly dog selling all that stock. AMAZON $AMZN HAS FILED FOR MIXED SHELF OFFERING; SIZE NOT DISCLOSED $ORCL"
X Link 2026-02-06T13:13Z 138.2K followers, [----] engagements
"Bithumb employee reportedly sent hundreds of users [----] $BTC during an airdrop instead of the intended token causing Bitcoin to trade about 10% lower on the exchange than the broader market. $IBIT $MSTR As of February [--] [----] this report is true and is currently developing into one of the most significant operational blunders in the history of South Korean crypto exchanges. Multiple outlets including Phemex News and Foresight News have confirmed that an employee at Bithumb mistakenly distributed [----] BTC (valued at roughly $134 million) instead of the intended [----] Korean Won (about $1.40)"
X Link 2026-02-06T13:22Z 138.2K followers, [----] engagements
"Rate cuts: *CANADA LOSES 24.8K JOBS IN JAN. EST. 5.0K *CANADA JAN. UNEMPLOYMENT RATE FALLS TO 6.5% EST.6.8%"
X Link 2026-02-06T13:31Z 137.6K followers, [----] engagements
"Big tech capex spending insane doubling to $680.2 billion $NVDA $AMD $MU: $AMZN $200 billion $GOOG $182.5 billion $META $125 billion $MSFT $114.2 billion $ORCL $58.5 billion"
X Link 2026-02-06T14:05Z 137.6K followers, [----] engagements
"Wednesday was single biggest hedge fund degrossing day since October $GS GS prime brokerage estimates for hedge fund performance on Weds (crazy momentum unwind day): Quant: -0.82% (+2.5% YTD) Fundamental L/S: -0.93% (+2.2% YTD) Multistrat equity: -1.9% (worst since April) (+3.9% YTD) Weds was largest US single-stock degrossing since October GS prime brokerage estimates for hedge fund performance on Weds (crazy momentum unwind day): Quant: -0.82% (+2.5% YTD) Fundamental L/S: -0.93% (+2.2% YTD) Multistrat equity: -1.9% (worst since April) (+3.9% YTD) Weds was largest US single-stock degrossing"
X Link 2026-02-06T21:15Z 138K followers, 10.6K engagements
"$NVO $HIMS $LLY FDA IS MOVING TO COMBAT COPYCAT & COMPOUNDED GLP-1 DRUGS VIOLATORS TO FACE ENFORCEMENT $HIMS"
X Link 2026-02-06T23:11Z 137.7K followers, [----] engagements
"Software selloff could be overdone according to Claude itself haha $crm $team $now $crwd The entire selloff this week was sparked by a completely false narrative amplified by technically illiterate media pouring gas on the panic just like DeepSeek last year. You can't make this stuff up. Here's what Claude says after reading the GitHub on the infamous Anthropic https://t.co/UUGFMIXCMr The entire selloff this week was sparked by a completely false narrative amplified by technically illiterate media pouring gas on the panic just like DeepSeek last year. You can't make this stuff up. Here's what"
X Link 2026-02-06T23:19Z 138.5K followers, 12.1K engagements
"Frances AI plan will be funded with [--] million yes million with an M In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h"
X Link 2026-02-06T23:39Z 138K followers, [----] engagements
"$msft gave up lead over SPX"
X Link 2026-02-06T23:40Z 138.1K followers, [----] engagements
"Barclays says China has made astounding AI progress over the past year closing much of the gap with the U.S. despite limited compute. Open-source collaboration among local labs has accelerated innovation and model iteration. $nvda While U.S. labs may regain a lead with next-gen models in [----] China remains close behind. Consumer and enterprise AI adoption lags (200M daily users vs. 500M in the West) but low-cost models like DeepSeek V3.2 are boosting capability and fine-tuning. Chinas AI capex is less than one-fifth of top U.S. hyperscalers giving the West an edge in monetization and returns"
X Link 2026-02-06T23:43Z 137.8K followers, [----] engagements
"Traders this week in software silver and crypto $mstr $crm $slv"
X Link 2026-02-07T01:03Z 138.5K followers, [----] engagements
"3 interesting names in here we have bought $30B+ stocks with Negative 5-YR Total Returns Paypal Sea limited Nike Adobe Snowflake Diageo Disney Target AirBnB UPS Pfizer Zoetis UnitedHealth Salesforce Autodesk Qualcomm Verizon Intel ServiceNow Abbott Labs Medtronics Roper Doordash Accenture TakeTwo Shopify https://t.co/HmjDLJuInI $30B+ stocks with Negative 5-YR Total Returns Paypal Sea limited Nike Adobe Snowflake Diageo Disney Target AirBnB UPS Pfizer Zoetis UnitedHealth Salesforce Autodesk Qualcomm Verizon Intel ServiceNow Abbott Labs Medtronics Roper Doordash Accenture TakeTwo Shopify"
X Link 2026-02-07T02:42Z 138.5K followers, 14.2K engagements
"Market weight of capital light businesses has collapsed in EU (Software Computer Services Business Svcs Media) $MSFT $CRM $NOW It is not just the U.S.A. The recent haemorrhaging in capital light names has occurred almost in a straight line down due to the acceleration of Claude (Anthropic) AI models and their ability to code software with minimum curation and oversight. The drop as a % of EU market cap has been from 11% to 7% of the entire index since [----]. At the same time financials and commodities producers have rallied from 21% to 31% of the index. Given the rotation the overall index"
X Link 2026-02-07T13:14Z 138K followers, [----] engagements
"Anthropic CPO Mike Krieger says that Claude is now effectively writing itself $msft $nvda Engineers regularly ship 23000-line pull requests generated entirely by Claude Dario predicted a year ago that 90% of code would be written by AI and people thought it was crazy today it's effectively 100pct Via @slow_developer"
X Link 2026-02-07T13:23Z 137.9K followers, 17.3K engagements
"Private equity firms hit hard $bx $apo $kkr $ares $tpg 🌎 Private Markets Push for Worlds Wealthy Runs Into AI Meltdown - Bloomberg https://t.co/dUX3FyoY2g https://t.co/pFagzXklha 🌎 Private Markets Push for Worlds Wealthy Runs Into AI Meltdown - Bloomberg https://t.co/dUX3FyoY2g https://t.co/pFagzXklha"
X Link 2026-02-07T16:07Z 138.5K followers, [----] engagements
"AI is going to increase disruption in ways we cant even predict. Chris Hohn"
X Link 2026-02-07T16:25Z 137.9K followers, 12.3K engagements
"Shanghai exchange silver stocks hit [--] year lows $SLV https://x.com/zerohedge/status/2020184290194235417s=20 Shanghai silver stocks hit [--] year lows https://t.co/pHRG0epNkC https://x.com/zerohedge/status/2020184290194235417s=20 Shanghai silver stocks hit [--] year lows https://t.co/pHRG0epNkC"
X Link 2026-02-07T17:42Z 138K followers, [----] engagements
"Trump Backs Nexstar $NXST - Tegna Deal $TGNA Good deals like Nexstar-Tegna merger will create more competition President Donald Trump says on Truth Social. GET THAT DEAL DONE he says saying such deals will help fight fake news We bought TGNA in February in our educational discord timestamped on the $22 cash offer from last year after it sold off. ttps://www.specialsitsresearch.com/plans-pricing https://twitter.com/i/web/status/2020202842062213153 https://twitter.com/i/web/status/2020202842062213153"
X Link 2026-02-07T18:27Z 138.1K followers, [----] engagements
"I have no idea what Cramer is talking about. I own bitcoin again recently and dont believe they were adding to the reserve based on Bessents recent testimony $ibit $mstr. The market recovered after a deleveraging event and ahead of the Clarity Act passing in May (60pct probability) which would allow hundreds of financial institutions to build in the tokenization industry https://twitter.com/i/web/status/2020214230528442690 https://twitter.com/i/web/status/2020214230528442690"
X Link 2026-02-07T19:13Z 138.2K followers, 11.1K engagements
"Agree but services companies have different terminal values and multiples than high growth monopolies SaaS stocks getting hammered on fears AI will let companies build their own tools. Same thesis behind Microsoft's $357B drop last week. But here's what the bear case misses: most companies don't want to become software companies even if AI makes it easy. They'll keep paying - SaaS stocks getting hammered on fears AI will let companies build their own tools. Same thesis behind Microsoft's $357B drop last week. But here's what the bear case misses: most companies don't want to become software"
X Link 2026-02-07T19:14Z 137.9K followers, [----] engagements
"@daniel_morpost He has gotten a bit better"
X Link 2026-02-07T19:17Z 137.8K followers, [---] engagements
"We were right HIMS & HERS TO STOP OFFERING WEIGHT LOSS PILL $HIMS $NVO"
X Link 2026-02-07T19:25Z 138.5K followers, [----] engagements
"We added $NVO long and shorted $HIMS on Friday as a pair trade"
X Link 2026-02-07T20:12Z 137.9K followers, [----] engagements
"US STOCKS POST WORST START TO A YEAR IN AT LEAST [--] YEARS RELATIVE TO INTERNATIONAL EQUITIES; LAG GLOBAL EX-US EQUITIES BY 5% WIDEST GAP SINCE 1995"
X Link 2026-02-07T20:47Z 138.1K followers, 12K engagements
"Mag7 doesnt have the firepower left for large buybacks because of all the AI capex spend. We still dont know how much this AI spend will contribute to earnings over time $META $MSFT $AMZN The era of tech buybacks has ended. https://t.co/NHHljqUqoy The era of tech buybacks has ended. https://t.co/NHHljqUqoy"
X Link 2026-02-07T20:49Z 138.5K followers, 25.6K engagements
"The truflation inflation metric continues to fall for CPI BREAKING: Truflation US CPI inflation fell from 0.99% to 0.86% today driven mainly by Rented Dwellings. More cooling on the horizon. https://t.co/uDjMVJQHRt BREAKING: Truflation US CPI inflation fell from 0.99% to 0.86% today driven mainly by Rented Dwellings. More cooling on the horizon. https://t.co/uDjMVJQHRt"
X Link 2026-02-07T20:51Z 137.9K followers, [----] engagements
"We also like antivirus and security companies which are better positioned in this new AI world Vertical software has fallen 43% this year. DevTools just 21%. The gap between them twenty-two percentage points tells you what markets actually believe about AI. https://t.co/D8KOXY1iu6 Vertical software has fallen 43% this year. DevTools just 21%. The gap between them twenty-two percentage points tells you what markets actually believe about AI. https://t.co/D8KOXY1iu6"
X Link 2026-02-07T20:52Z 137.9K followers, [----] engagements
"@piked_u We are having a call on this on Sunday"
X Link 2026-02-07T20:56Z 137.9K followers, [--] engagements
"Wild that $JNJ is up 60pct over the last year"
X Link 2026-02-07T20:59Z 138.4K followers, [----] engagements
"Software job postings no one is talking about this https://t.co/jIaZMQp8gX no one is talking about this https://t.co/jIaZMQp8gX"
X Link 2026-02-07T21:01Z 138K followers, 26.1K engagements
"@trader2179 Its time stamped in our discord Friday afternoon"
X Link 2026-02-07T21:01Z 137.9K followers, [--] engagements
"Why does Trump care about the DOW Who is advising his writer about these tweets"
X Link 2026-02-07T21:03Z 137.9K followers, 10.3K engagements
"Yes of course $amzn But after this capex overspend Chart of the Day: Will these lines cross again https://t.co/2JgpLabCsM Chart of the Day: Will these lines cross again https://t.co/2JgpLabCsM"
X Link 2026-02-07T21:04Z 138.3K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing