#  @StockNotebook Stock Notebook Stock Notebook posts on X about ai, $googl, $wbd, $gld the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::2012965814559797249/interactions)  - [--] Week [------] -40% ### Mentions: [--] [#](/creator/twitter::2012965814559797249/posts_active)  - [--] Week [---] -9.80% ### Followers: [---] [#](/creator/twitter::2012965814559797249/followers)  - [--] Week [---] +7.70% ### CreatorRank: [-------] [#](/creator/twitter::2012965814559797249/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 66.81% [finance](/list/finance) 44.54% [technology brands](/list/technology-brands) 29.26% [countries](/list/countries) 7.86% [automotive brands](/list/automotive-brands) 4.37% [cryptocurrencies](/list/cryptocurrencies) 3.49% [travel destinations](/list/travel-destinations) 3.06% [financial services](/list/financial-services) 1.75% [exchanges](/list/exchanges) 1.31% [social networks](/list/social-networks) 1.31% **Social topic influence** [ai](/topic/ai) 17.9%, [$googl](/topic/$googl) 9.17%, [$wbd](/topic/$wbd) #5, [$gld](/topic/$gld) 7.42%, [debt](/topic/debt) #1326, [strong](/topic/strong) 6.11%, [$nflx](/topic/$nflx) #32, [$slv](/topic/$slv) #90, [$amzn](/topic/$amzn) 5.68%, [$para](/topic/$para) #1 **Top accounts mentioned or mentioned by** [@kobeissiletter](/creator/undefined) [@zerohedge](/creator/undefined) [@deitaone](/creator/undefined) [@dariocpx](/creator/undefined) [@greatmartis](/creator/undefined) [@firstadopter](/creator/undefined) [@gordocap18](/creator/undefined) [@tfmetals](/creator/undefined) [@hajiyevrashad](/creator/undefined) [@cgasparino](/creator/undefined) [@sentdefender](/creator/undefined) [@boringbiz](/creator/undefined) [@placigyunv6567](/creator/undefined) [@mrderivatives](/creator/undefined) [@kalshi](/creator/undefined) [@charliebilello](/creator/undefined) [@whaleinsider](/creator/undefined) [@ddblakefischer](/creator/undefined) [@yasutaketin](/creator/undefined) [@aleabitoreddit](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [SPDR GOLD ETF (GLD)](/topic/$gld) [Netflix Inc (NFLX)](/topic/$nflx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Paramount Global (PARA)](/topic/$para) [NVIDIA Corp. (NVDA)](/topic/$nvda) [S&P Global Inc (SPGI)](/topic/$spgi) [Now Coin (NOW)](/topic/$now) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Apple, Inc. (AAPL)](/topic/$aapl) [Micron Technology, Inc. (MU)](/topic/$mu) [Tesla, Inc. (TSLA)](/topic/$tsla) [Intuit Inc. (INTU)](/topic/$intu) [Salesforce Inc (CRM)](/topic/$crm) [Walmart, Inc. (WMT)](/topic/$wmt) [AppLovin Corporation (APP)](/topic/$app) [Advanced Micro Devices (AMD)](/topic/$amd) [DisChain (DIS)](/topic/$dis) [RELX PLC (RELX)](/topic/$relx) [ServiceNow Inc (NOW)](/topic/servicenow) [Reddit, Inc. (RDDT)](/topic/$rddt) [Alcoa, Corp. (AA)](/topic/$aa) [Western Digital Corp (WDC)](/topic/$wdc) [Moody's Corporation (MCO)](/topic/$mco) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Msci Inc (MSCI)](/topic/$msci) [LegalZoom.com, Inc. (LZ)](/topic/$lz) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Ares Management, Corp. (ARES)](/topic/$ares) ### Top Social Posts Top posts by engagements in the last [--] hours "These three firms produce nearly 95% of the world's DRAM (Dynamic Random Access Memory): SK Hynix (South Korea) $HXSCL Samsung Electronics (South Korea) $SSNLF Micron Technology (USA) $MU HBM (High Bandwidth Memory) https://twitter.com/i/web/status/2022128697696800888 https://twitter.com/i/web/status/2022128697696800888" [X Link](https://x.com/StockNotebook/status/2022128697696800888) 2026-02-13T02:00Z [---] followers, [----] engagements "Tekne's Kothari bets on China's "practical" AI buildout over US hype. Top picks: Data centers $GDS $VNET & chip equipment $ACMR. Sees Samsung $SSNLF as the key foundry for Tesla/SpaceX. Also bullish on Brazil's $STNE. "China is good at moving mountains to build things."" [X Link](https://x.com/StockNotebook/status/2022942903182725612) 2026-02-15T07:55Z [---] followers, [---] engagements "@zerohedge If memory manufacturers have pricing power again the cycle has bottomed. RAM prices going up = Inventory glut is over. Long the memory cycle. $MU $WDC $SKHynix" [X Link](https://x.com/StockNotebook/status/2017090592476365213) 2026-01-30T04:20Z [---] followers, [---] engagements "@hajiyev_rashad The disconnect is the trade. If metals just return to previous highs the miners have 100% upside. The street is ignoring the earnings potential once those margins expand. The catch up rally will be violent. $NEM $AEM" [X Link](https://x.com/StockNotebook/status/2017477422484971886) 2026-01-31T05:57Z [---] followers, [----] engagements "@sungleeiq When investors sell $IBIT / $ETHA shares BlackRock is legally required to sell the underlying assets to match the outflows. Its automated rebalancing" [X Link](https://x.com/StockNotebook/status/2017646793790509233) 2026-01-31T17:10Z [---] followers, 38.5K engagements "👀 The Great Metals Crash of 2026: What [---] Years of Data Predicts Happens Next. This may surprise Clive Thompson 📺 $GLD $SLV https://www.youtube.com/watchv=WCqeTZniq1A https://www.youtube.com/watchv=WCqeTZniq1A" [X Link](https://x.com/StockNotebook/status/2017770480590114980) 2026-02-01T01:22Z [---] followers, [---] engagements "@KarelMercx Price discovers liquidity. If price crashes yet physical inventory leaves the clearing price is simply too low. Paper trades sentiment. Physical trades reality. Watch the spread not the ticker" [X Link](https://x.com/StockNotebook/status/2018034847847977092) 2026-02-01T18:52Z [---] followers, [----] engagements "@KobeissiLetter Short interest at [--] year lows isn't just a win for bulls it's a warning that the market has lost its natural shock absorbers. Without short covering to provide a liquidity floor the next dip could be a violent air pocket" [X Link](https://x.com/StockNotebook/status/2018344599559794959) 2026-02-02T15:23Z [---] followers, [----] engagements "@great_martis Australia behaving like an emerging market today. The bond vigilantes are testing the RBAs resolve and if this contagion spreads the soft landing narrative is toast. Someone is getting carried out on a stretcher in Sydney right now. This smells like a blown up carry trade" [X Link](https://x.com/StockNotebook/status/2018549724782150067) 2026-02-03T04:58Z [---] followers, [---] engagements "(Feb [--] 2026): $SPGI (S&P Global): -8.41% 📉 $MCO (Moody's): -7.06% 📉 $INTU (Intuit): -7.02% 📉 $FICO (Fair Isaac): -6.32% 📉 $MSCI (MSCI Inc): -3.47% 📉" [X Link](https://x.com/StockNotebook/status/2018743443955056978) 2026-02-03T17:48Z [---] followers, [---] engagements "The moat is evaporating. Investors are finally realizing that if AI can write code and handle legal workflows incumbent software isn't safe. $300B wiped out is just the repricing of sticky revenue becoming unglued. $CRM $ADBE $LZ #AI #SaaS" [X Link](https://x.com/StockNotebook/status/2018880977335124043) 2026-02-04T02:55Z [---] followers, [---] engagements "The silent killer in this selloff is Private Credit. PE firms loaded up on software buyouts thinking the cash flows were bulletproof. Now $OWL $ARES and $KKR are feeling the heat. If software valuations collapse the collateral damage will be massive" [X Link](https://x.com/StockNotebook/status/2018881173557244396) 2026-02-04T02:55Z [---] followers, [---] engagements "Anthropic didn't just release a tool. They served an eviction notice to legacy legal tech. $LZ and $TRI down double digits confirms the fear. AI agents are the new operating system. The system of record premium is gone. $LSEG #ArtificialIntelligence" [X Link](https://x.com/StockNotebook/status/2018881448569458721) 2026-02-04T02:57Z [---] followers, [---] engagements "⚠ THE DATA MONOPOLIES ARE BREAKING ⚠ AI just wiped out $285 BILLION in market cap. Financial data & analytics stocks are getting SLAUGHTERED alongside software: 📉 $INTU Intuit -11% (now at $434 down 34% YTD) 📉 $FICO Fair Isaac -3.8% after earnings BEAT 📉 London Stock Exchange Group -13% 📉 Thomson Reuters -16% 📉 RELX -15% 📉 Wolters Kluwer -11% 📉 Experian -7.2% Even $SPGI S&P Global and $MSCI caught in the selloff despite solid fundamentals. The trigger Anthropic's new automation tools for legal research contract review and business workflows. Wall Street is repricing EVERY company with" [X Link](https://x.com/StockNotebook/status/2018934048182218789) 2026-02-04T06:26Z [---] followers, [---] engagements "@BoringBiz_ The moat isn't the code anymore. It is the data gravity. Salesforce wins not because their UI is good (it's not) but because ripping out [--] years of customer data is a nightmare. The vibe coded apps will capture the edges but the core is sticky. $WDAY $NOW" [X Link](https://x.com/StockNotebook/status/2019077819989442757) 2026-02-04T15:57Z [---] followers, [---] engagements "The second-order effects are always the most violent. Software stocks falling is one thing; the lenders dropping -10% is the real signal. $OWL and $ARES have massive loan books backed by SaaS ARR. If that ARR is "AI disrupted" the collateral is worthless. The credit cycle just turned. https://twitter.com/i/web/status/2019083037544222896 https://twitter.com/i/web/status/2019083037544222896" [X Link](https://x.com/StockNotebook/status/2019083037544222896) 2026-02-04T16:18Z [---] followers, [---] engagements "@heyshrutimishra Vertical SaaS is mostly just a wrapper around a database. Agents bypass the UI entirely. If your moat was a workflow it's gone. Value shifts strictly to proprietary data ownership. Seat-based pricing is dead. $RELX $INFY #AI" [X Link](https://x.com/StockNotebook/status/2019150016481268023) 2026-02-04T20:44Z [---] followers, [----] engagements "How a Japanese toilet company became critical to AI: The Toto story 🚽 $TOTDY (5332 Tokyo) Toto Ltd. famous for luxury bidets and toilets is now a crucial supplier in the AI hardware supply chain. Here's the wild journey: The HBM Connection: High Bandwidth Memory (HBM) the ultra-fast memory stacked directly on AI chips requires extreme chemical purity in manufacturing. We're talking parts-per-trillion contamination levels. Toto spent decades perfecting ultra-pure water systems and chemical delivery for semiconductor fabs. Their ceramic and plumbing expertise in handling corrosive chemicals at" [X Link](https://x.com/StockNotebook/status/2019277732790632656) 2026-02-05T05:11Z [---] followers, [--] engagements "@DarioCpx You don't naked short 674M ounces in a single contract month unless you are dying. This has the signature of a forced liquidation or a trapped entity defending a margin call. Normal sellers scale out. Distressed sellers dump at market. Someone big is blowing up" [X Link](https://x.com/StockNotebook/status/2019283983847370998) 2026-02-05T05:36Z [---] followers, [----] engagements "@BoringBiz_ We are witnessing the greatest wealth transfer in history from Software to Hardware and Energy. That $600B+ combined Capex is revenue for someone else. Long the grid long the copper long the builders. $NVDA $ETN" [X Link](https://x.com/StockNotebook/status/2019538126654566472) 2026-02-05T22:26Z [---] followers, 18.9K engagements "@zerohedge Capital cycles are undefeated. High margins attract competition which creates oversupply. Samsung lost the technology lead to SK Hynix so now they play the volume game. They will commoditize HBM to regain share. This crushes industry wide margins" [X Link](https://x.com/StockNotebook/status/2019614443999809650) 2026-02-06T03:29Z [---] followers, [---] engagements "@DarioCpx 400m oz Open Interest fighting for 103m oz registered inventory is a 4:1 claim ratio. If the 25% physical settlement trend holds the math guarantees a default in March. Paper markets run on confidence but industrial buyers are draining the actual vaults. $SLV" [X Link](https://x.com/StockNotebook/status/2019945111841657222) 2026-02-07T01:23Z [---] followers, [----] engagements "The Silver Math is Breaking The data points to a Comex delivery crisis in March 2026: Demand: [----] deliveries were 2x [----]. Panic: Feb saw 98% of contracts stand for delivery (Normal is 5%). Supply: Registered inventory crashed 38% in [--] days to just 103M oz. March Open Interest is 429M oz. Available silver is 100M oz. The squeeze is not a theory anymore. It is a mathematical certainty. $SLV https://twitter.com/i/web/status/2019945392532554020 https://twitter.com/i/web/status/2019945392532554020" [X Link](https://x.com/StockNotebook/status/2019945392532554020) 2026-02-07T01:24Z [---] followers, [---] engagements "@placigyunv6567 @saxena_puru Yes ServiceNow $NOW is considered infrastructure software. It provides the essential management layer. The software platform used to monitor automate and manage the complex digital infrastructure that hyperscalers $GOOGL and $MSFT are building" [X Link](https://x.com/StockNotebook/status/2019978174520840376) 2026-02-07T03:35Z [---] followers, [---] engagements "@MrMikeInvesting 44% FCF $2B+ in free cash flow last quarter alone $5B buyback authorization Rule of [--] company (20% growth + 40% margins) Price is temporary; cash flow is forever. $NOW" [X Link](https://x.com/StockNotebook/status/2019985106736218133) 2026-02-07T04:02Z [---] followers, [----] engagements "Mystery solved. A Chinese Billionaire is the whale who crashed silver prices 16% with a massive [---] ton short position. He walked away with $288M before regulators froze the trade. Volatility is back. $SLV" [X Link](https://x.com/StockNotebook/status/2020029505549869229) 2026-02-07T06:58Z [---] followers, [---] engagements "@duckman1717 Jensen is selling the shovels to bury his own customers. He knows the legacy SaaS model is the fuel for the AI fire. He won't say it but the price action in $NVDA vs $DOCU screams it. Capital is fleeing the application layer to the infrastructure layer" [X Link](https://x.com/StockNotebook/status/2020204522589810983) 2026-02-07T18:34Z [---] followers, [---] engagements "@KobeissiLetter $3.62B flowed into the miners $GDX because they are expecting the currency to be debased. $GLD sucking up [--] million ounces in [--] months is a supply shock. You cannot print gold to meet this demand. The paper shorts are running out of physical cover" [X Link](https://x.com/StockNotebook/status/2020260979343519841) 2026-02-07T22:18Z [---] followers, [---] engagements "@zerohedge Record short interest is the ultimate bullish signal. You cannot have a market crash when everyone is already short. Crashes require trapped longs not overconfident bears. This data confirms the path of least resistance is higher" [X Link](https://x.com/StockNotebook/status/2020266525853380881) 2026-02-07T22:40Z [---] followers, [---] engagements "@FinanceLancelot Small caps = the real economy. If they are hitting a wall the consumer is tapped and demand destruction is imminent. It is forecasting a hard landing that crushes demand" [X Link](https://x.com/StockNotebook/status/2020269305246675029) 2026-02-07T22:51Z [---] followers, [---] engagements "The U.S. Securities and Exchange Commission (SEC) is the moat. Investment mandates Basel III capital requirements and bank covenants all reference $MCO & $SPGI specifically. Replacing them would require rewriting the legal operating system of the bond market. https://twitter.com/i/web/status/2020280041154777316 https://twitter.com/i/web/status/2020280041154777316" [X Link](https://x.com/StockNotebook/status/2020280041154777316) 2026-02-07T23:34Z [---] followers, [----] engagements "@CapexAndChill RaptorDB Pro's 3x NNACV growth & data fabric in 16/20 top deals scream AI dominance. Sub rev +21% to $3.47B Q4'25 Now Assist 2x NNACV YoY. Not SaaS slowdown. Agentic AI acceleration. '26 guidance 19.5-20% seals it. $NOW" [X Link](https://x.com/StockNotebook/status/2020283873226354953) 2026-02-07T23:49Z [---] followers, [---] engagements "Search margins Retail margins. Googles core Search business prints cash at 50% margins easily funding the AI war chest. Amazon Retail operates at razor thin margins (3%) leaving AWS to foot the entire bill. One has a buffer. $GOOGL The other has a burden. $AMZN https://twitter.com/i/web/status/2020284977603121294 https://twitter.com/i/web/status/2020284977603121294" [X Link](https://x.com/StockNotebook/status/2020284977603121294) 2026-02-07T23:54Z [---] followers, [---] engagements "@firstadopter The FCF divergence is a hardware story. $GOOGL has [--] generations of custom TPUs lowering their inference costs. $AMZN is still paying the "Nvidia Tax" to build capacity. One owns the factory; the other is renting the tools. That is why Googles cash flow holds up" [X Link](https://x.com/StockNotebook/status/2020286825462395358) 2026-02-08T00:01Z [---] followers, [---] engagements "@Mr_Derivatives If $NOW breaks that trendline it is a signal that the entire SaaS premium is evaporating. This stock is the general of the software army. If the general falls at major support the rest of the sector $IGV has another 20% down. $95 is a magnet for a stop run" [X Link](https://x.com/StockNotebook/status/2020319858643333488) 2026-02-08T02:12Z [---] followers, [----] engagements "@oguzerkan Sir Chris Hohn is a British billionaire hedge fund manager who runs TCI Fund Management. https://www.youtube.com/watchv=M01NZc2QlDk&t=1457s https://www.youtube.com/watchv=M01NZc2QlDk&t=1457s" [X Link](https://x.com/StockNotebook/status/2020320891645940078) 2026-02-08T02:16Z [---] followers, [---] engagements "@firstadopter $WMT is winning because they own the consumer in an inflationary regime. Capital is hiding in staples because the soft landing narrative is cracking" [X Link](https://x.com/StockNotebook/status/2020322263611109445) 2026-02-08T02:22Z [---] followers, [--] engagements "Corning $GLW is the hidden winner of the AI arms race. Data centers are bottlenecked by physics not just compute. You need fiber to move data at light speed. The $6B $META deal proves the plumbing is just as critical as the chips" [X Link](https://x.com/StockNotebook/status/2020330626855936382) 2026-02-08T02:55Z [---] followers, [---] engagements "@Kalshi The data is finally catching up to the sentiment on Main Street. The labor market is always the last domino to fall. By the time openings collapse to these levels the recession isn't approaching it has likely been here for two quarters" [X Link](https://x.com/StockNotebook/status/2020336235915669680) 2026-02-08T03:17Z [---] followers, [----] engagements "@junkbondinvest The velocity is the terrifying part. Credit deterioration is usually a slow bleed. A vertical move of $18B implies a sudden systemic realization that the collateral is impaired. We are moving from concern to liquidation without the polite intermediate phase. $HYG" [X Link](https://x.com/StockNotebook/status/2020351129515651394) 2026-02-08T04:17Z [---] followers, [---] engagements "🚨 We are witnessing the greatest wealth transfer in history from Software to Hardware and Energy. Big Tech just announced the largest infrastructure build in history: Amazon: $200B $AMZN Google: $180B $GOOGL Meta: $125B $META Microsoft: $120B $MSFT Tesla: $20B $TSLA Total: $645 Billion Every dollar of capex is revenue for utilities copper miners and construction firms. The wealth transfer from software to hardware has begun. https://twitter.com/i/web/status/2020359309440192913 https://twitter.com/i/web/status/2020359309440192913" [X Link](https://x.com/StockNotebook/status/2020359309440192913) 2026-02-08T04:49Z [---] followers, [---] engagements "@gordocap18 $SPGI is essentially a royalty on the global financial system. Debt issuance They get paid. ETF inflows They get paid. Data Paid. Getting a business with this kind of inevitability at the same price as the average S&P [---] company is a gift" [X Link](https://x.com/StockNotebook/status/2020361791797129577) 2026-02-08T04:59Z [---] followers, [----] engagements "@DimitryNakhla Sir Chris Hohn is a British billionaire hedge fund manager who runs TCI Fund Management. https://www.youtube.com/watchv=M01NZc2QlDk&t=1468s https://www.youtube.com/watchv=M01NZc2QlDk&t=1468s" [X Link](https://x.com/StockNotebook/status/2020363922767757727) 2026-02-08T05:07Z [---] followers, [---] engagements "@fiscal_ai GCP hitting 30% margins kills the bear case. They are no longer buying market share with losses. They are taking share from AWS/Azure while simultaneously expanding margins. That is the most dangerous type of competitor. $GOOGL" [X Link](https://x.com/StockNotebook/status/2020366437890580710) 2026-02-08T05:17Z [---] followers, [---] engagements "@charliebilello Bezos was willing to remain misunderstood for decades to build infrastructure. Walmart was focused on next quarter's comp sales. One played a finite game while the other played an infinite game. The results are now mathematically undeniable. $AMZN $WMT" [X Link](https://x.com/StockNotebook/status/2020375558526497179) 2026-02-08T05:54Z [---] followers, [---] engagements "Michael Oliver's price predictions: Silver: He predicts a range of $300 to $500 per ounce. He states this move could happen quickly potentially by "early summer" of this year. Gold: He discusses a price of $8500. He explains that an eight-fold move from the [----] lows (similar to previous bull markets) would bring gold to $8500. While he says he doesn't have a specific "projected top" he confirms he "would expect" gold to hit that level. $SLV $GLD https://www.youtube.com/watchv=Vw78V5Er3XU https://www.youtube.com/watchv=Vw78V5Er3XU" [X Link](https://x.com/StockNotebook/status/2020387985561211168) 2026-02-08T06:43Z [---] followers, [---] engagements "@FirstSquawk Paper for rock. Smart trade. $GLD" [X Link](https://x.com/StockNotebook/status/2020389321451397616) 2026-02-08T06:48Z [---] followers, [---] engagements "@LeopoldVI @gordocap18 $SPGI has compounded EPS at 15% over the last decade" [X Link](https://x.com/StockNotebook/status/2020390293456175192) 2026-02-08T06:52Z [---] followers, [--] engagements "@JeffWeniger Trying to fit a whale into a goldfish bowl. $GLD $GDX $GC_F @TFMetals" [X Link](https://x.com/StockNotebook/status/2020393522390798540) 2026-02-08T07:05Z [---] followers, [--] engagements "@HannesZipfel It is a bank run but on metal instead of cash. The market is realizing that there are [---] paper claims for every physical ounce in the vault. Everyone is rushing for a chair and the music just stopped. You cannot print ounces. $GLD $SLV @TFMetals" [X Link](https://x.com/StockNotebook/status/2020394970470109309) 2026-02-08T07:11Z [---] followers, [---] engagements "@hajiyev_rashad That wick tells the whole story. $8000 sounds aggressive until you overlay the M2 money supply chart. In purchasing power terms gold is still cheap. $GLD" [X Link](https://x.com/StockNotebook/status/2020395983419437212) 2026-02-08T07:15Z [---] followers, [---] engagements "@BullionBrief That $58184 is Singapore Dollars (SGD). In $USD [----] ounces (the [----] equivalent) is actually worth over $75000 today. $GLD @TFMetals" [X Link](https://x.com/StockNotebook/status/2020398011210399746) 2026-02-08T07:23Z [---] followers, [---] engagements "@YShirley_XAUUSD The most important part of this chart is what isn't there: Resistance above $95. We are entering Blue Sky discovery mode. When you break an all-time high adjusted for inflation there are no bag holders left to sell. The move from $95 to $120 happens in a vacuum. $SLV" [X Link](https://x.com/StockNotebook/status/2020398797814460530) 2026-02-08T07:26Z [---] followers, [---] engagements "@DeItaone Bessent is trying to jawbone the dollar higher. Calling this a blowoff ignores the $38T+ debt pile driving the move. Gold is the only honest auditor of the US fiscal situation. The volatility is just the sound of the alarm going off. $GLD" [X Link](https://x.com/StockNotebook/status/2020570517409865881) 2026-02-08T18:48Z [---] followers, [----] engagements "@buccocapital Block $XYZ is the lucky one. They have public liquidity. The real carnage is waiting in the private markets where thousands of unicorns are sitting on [----] cash that expires this year. They won't be cutting 10% to be efficient. They will be cutting 50% just to survive" [X Link](https://x.com/StockNotebook/status/2020577608828637353) 2026-02-08T19:16Z [---] followers, [---] engagements "@WhaleInsider Dow [-----] is not a sign of strength. It is the scorecard for currency debasement. When stocks rip higher alongside gold it means the currency is the problem. We are entering a Crack-Up Boom where asset prices soar simply because the money is broken. $GLD" [X Link](https://x.com/StockNotebook/status/2020578667341271541) 2026-02-08T19:21Z [---] followers, [---] engagements "@invest091 @DDBlakeFischer @gordocap18 Yes it has to be after-tax. Since the amortization expense creates a tax shield (lowering the cash taxes paid) simply adding back the pre-tax amount would artificially inflate the number. The formula you posted is exactly how I model it to get to true owner earnings. $SPGI" [X Link](https://x.com/StockNotebook/status/2020591433737285987) 2026-02-08T20:11Z [---] followers, [---] engagements "$XPEV is challenging $TSLA's robot dominance. Targeting [----] for mass production of "Iron" humanoids & robo-taxis. Citi sees 35% margins on initial units. Trading at just 1.4x sales vs Tesla's 15x analysts see a massive valuation opportunity" [X Link](https://x.com/StockNotebook/status/2020599041059680563) 2026-02-08T20:42Z [---] followers, [---] engagements "@ai The real bottleneck for AI infrastructure isn't chips it's skilled labor. The US faces a shortage of [-----] electricians annually just as $META $GOOG and $AMZN ramp up data center construction. Big tech capital is chasing a shrinking workforce that can't be trained overnight" [X Link](https://x.com/StockNotebook/status/2020602477666828666) 2026-02-08T20:55Z [---] followers, [---] engagements "@AlanDaitch $GOOGL is not just a tech company anymore. It is effectively an AI ETF. They have successfully hedged their own disruption" [X Link](https://x.com/StockNotebook/status/2020603827922055339) 2026-02-08T21:01Z [---] followers, [--] engagements "$GOOGL [----] CapEx forecast: $175B-$185B (nearly double 2025). The Breakdown: 60% Servers (TPUs/GPUs) 40% Data Centers Goals: Support 750M Gemini users & 48% Cloud growth. CEO Pichai: Despite this massive spend we remain "supply constrained." https://twitter.com/i/web/status/2020607138125476189 https://twitter.com/i/web/status/2020607138125476189" [X Link](https://x.com/StockNotebook/status/2020607138125476189) 2026-02-08T21:14Z [---] followers, [---] engagements "@zerohedge AI disruption fears are real with the sector shedding $1T in value since late Jan. ServiceNow $NOW down 34% YTD Salesforce $CRM and others following. The market is waking up to the fact that AI turns software from a scarcity into a commodity" [X Link](https://x.com/StockNotebook/status/2020616782755803467) 2026-02-08T21:52Z [---] followers, [---] engagements "@Similarweb This is the power of default. When you own the browser (Chrome) the OS (Android) and the search bar you don't need a viral marketing campaign. $GOOGL" [X Link](https://x.com/StockNotebook/status/2020622728659636316) 2026-02-08T22:16Z [---] followers, [---] engagements "@KobeissiLetter The US taxpayer is now working for foreign bondholders" [X Link](https://x.com/StockNotebook/status/2020646706371756439) 2026-02-08T23:51Z [---] followers, [---] engagements "@great_martis The math prevents a pivot. With $38.6T in debt every rate hike was a step toward insolvency. Now they are forced to cut into inflation to keep the Treasury alive. This isn't a policy choice. It is a sovereign default managed through currency debasement" [X Link](https://x.com/StockNotebook/status/2020652835118133628) 2026-02-09T00:15Z [---] followers, [---] engagements "@KobeissiLetter The bond market is lying. Gold is telling the truth. $GLD $SLV" [X Link](https://x.com/StockNotebook/status/2020664777312223511) 2026-02-09T01:03Z [---] followers, [---] engagements "@zerohedge Central banks have two choices: Save the Currency or Save the Bond Market. They cannot do both. Japan just sacrificed the Yen to save the JGBs. This proves that Yield Curve Control always ends in currency collapse. Mathematical gravity eventually crushes every fiat peg" [X Link](https://x.com/StockNotebook/status/2020665962052157604) 2026-02-09T01:08Z [---] followers, [----] engagements "@DarioCpx The 40% crash on Jan [--] wasn't a sell off. It was a raid on $SLV to manufacture supply. They bought exactly three weeks of time. Now industrial buyers know the vaults are hollow. They will not roll contracts this time. They are taking the metal" [X Link](https://x.com/StockNotebook/status/2020679334978073005) 2026-02-09T02:01Z [---] followers, [----] engagements "@WSJ $10T in AI market cap is effectively held hostage by one textile mill in Japan. Nittobo is the new TSMC. If T-Glass production hiccups the entire Blackwell delivery schedule collapses. Japan controls the choke points: T-Glass (Nittobo) ABF (Ajinomoto) Photoresists (JSR)" [X Link](https://x.com/StockNotebook/status/2020690209806188590) 2026-02-09T02:44Z [---] followers, [---] engagements "@DarioCpx Volatility is spiking because liquidity has evaporated. The bid-ask spread is blowing out because no one is willing to sell physical metal at paper prices. Paper silver is a promise. Physical silver is a fact. $SLV" [X Link](https://x.com/StockNotebook/status/2020697352147984540) 2026-02-09T03:12Z [---] followers, [---] engagements "@great_martis The 10Y is not rising on growth. It is rising on credit risk. With $10T in refinancing hitting a market where the biggest buyer (Japan) just turned net seller the math does not work" [X Link](https://x.com/StockNotebook/status/2020711504618954851) 2026-02-09T04:09Z [---] followers, [---] engagements "Kroger $KR plans to name former Walmart U.S. CEO Greg Foran as its next chief executive. Foran currently leading Air New Zealand is expected to help the grocer navigate inflation and competition following the departure of former CEO Rodney McMullen" [X Link](https://x.com/StockNotebook/status/2020714072275316838) 2026-02-09T04:19Z [---] followers, [---] engagements "@WhaleInsider We just broke a 30-year trend line. Most trading algorithms have literally never processed a Japanese 2Y yield above 1%. Japan is finally choosing to save the Yen at the expense of the bond market" [X Link](https://x.com/StockNotebook/status/2020717396475117977) 2026-02-09T04:32Z [---] followers, [---] engagements "@great_martis Japan is calling its money home. Australia is the beta test for the US sovereign debt crisis. A small open economy losing control of its long end means global liquidity has evaporated. The bond vigilantes have rejected the collateral. The US 10Y is the next domino" [X Link](https://x.com/StockNotebook/status/2020718345507487974) 2026-02-09T04:36Z [---] followers, [---] engagements "@yasutaketin $RDDT FY25 FCF: $684M (up from $216M). Per share: $3.32 Q4 annualized is now running over $1B. The data licensing model is printing money" [X Link](https://x.com/StockNotebook/status/2020722761149128785) 2026-02-09T04:53Z [---] followers, [---] engagements "$CSU.TO $CSU Stock Price: $2434 CAD (Down 48% from 52-week highs). Revenue Growth: Strong double-digit growth. Q3 Revenue was $2.95B (+16% YoY). YTD Revenue is $8.45B (+15% YoY). The Real Earnings (FCFA2S): Free Cash Flow Available to Shareholders. The holy grail metric for CSU is exploding. Q3 FCFA2S: $529M (+46% YoY). YTD FCFA2S: $1.26B (+27% YoY). Net Income (GAAP): Reported Net Income is down ($402M YTD vs $446M last year) but this is largely noise due to high amortization from acquisitions. Ignore GAAP earnings; follow the cash. Capital Deployment: The machine is still hungry. They" [X Link](https://x.com/StockNotebook/status/2020737818973163803) 2026-02-09T05:53Z [---] followers, [---] engagements "@meeijer @TacticzH A 50% drawdown while revenue hits $11.1B and FCFA2S yield touches 4.5% is a dislocation. You are buying a compounding machine at a utility valuation. Switching costs are the moat. $CSU owns the proprietary data layer" [X Link](https://x.com/StockNotebook/status/2020754390588522793) 2026-02-09T06:59Z [---] followers, [---] engagements "@DeItaone The marginal buyer just left the building. Watch the 30Y. They are not just selling paper. They are swapping counterparty risk for hard assets. Swapping Treasuries for Gold is the ultimate vote of no confidence in the dollar's weaponization. $GLD" [X Link](https://x.com/StockNotebook/status/2020762440003113083) 2026-02-09T07:31Z [---] followers, [----] engagements "@zerohedge That is $2100 of new debt added for every man woman and child in America since October 1st. $696 billion in [---] days means the government borrowed $5.8 billion every single day since October. We are taking out new credit cards just to pay the min. balance on the old ones" [X Link](https://x.com/StockNotebook/status/2020956672987103268) 2026-02-09T20:23Z [---] followers, [----] engagements "@zerohedge Celebrating a slight YoY dip is ignoring the structural insolvency staring us in the face. In [----] the total deficit for the entire year was $439 billion. We just exceeded that total by 58% in only four months. We are sprinting toward a sovereign debt crisis" [X Link](https://x.com/StockNotebook/status/2020958074949992659) 2026-02-09T20:28Z [---] followers, [----] engagements "@DeItaone If even high earners are hitting dollar stores it signals broad value seeking amid inflation pressures. Bullish for $WMT $DG and $DLTR expect margin boosts from volume. But watch grocers like $KR for potential weakness" [X Link](https://x.com/StockNotebook/status/2021043656778748019) 2026-02-10T02:08Z [---] followers, [---] engagements "@DeItaone Gold is the only asset that cannot default. $GLD" [X Link](https://x.com/StockNotebook/status/2021044564497195011) 2026-02-10T02:12Z [---] followers, [---] engagements "@zerohedge The bond market is the truth teller. $100B in bids confirms the street views Google as a utility not a tech stock. Institutional capital is parking cash here for [--] years because they see Search as essential as the power grid. $GOOGL" [X Link](https://x.com/StockNotebook/status/2021046400222626078) 2026-02-10T02:19Z [---] followers, [---] engagements "$RDDT $141.74 Hyper-Growth: Revenue exploding at 70% YoY with software-level 90% gross margins. Profit Pivot: Q4 delivered $252M Net Income on $726M Revenue. That is a 35% Net Margin. Fortress Balance Sheet: Zero debt. $1B buyback authorized immediately. Valuation: Trades at 25x Forward Earnings while growing top-line at 50%+. The Disconnect: That implies a PEG Ratio of [---]. You are paying a value multiple for a hyper-growth monopoly. https://twitter.com/i/web/status/2021061644177100914 https://twitter.com/i/web/status/2021061644177100914" [X Link](https://x.com/StockNotebook/status/2021061644177100914) 2026-02-10T03:20Z [---] followers, [---] engagements "@NoLimitGains Designating silver a critical mineral changed the math. The US government is now the ultimate bid. The floor price is now a matter of national security not technical analysis" [X Link](https://x.com/StockNotebook/status/2021074752228720641) 2026-02-10T04:12Z [---] followers, [----] engagements "Financial Markets update Monday February [--] [----]. Update on COMEX silver and Shanghai premium Clive Thompson 📺 $GLD $SLV https://www.youtube.com/watchv=_Q13EUVKXMU https://www.youtube.com/watchv=_Q13EUVKXMU" [X Link](https://x.com/StockNotebook/status/2021096997931856327) 2026-02-10T05:40Z [---] followers, [---] engagements "Structural shift: Economic rewards are flowing to capital not labor. Profit share is hitting records while labor share collapses. $NVDA is 20x more valuable than [----] $IBM with 1/10th the staff. AI is accelerating the trend. Assets Wages. $SPY $QQQ $DIA" [X Link](https://x.com/StockNotebook/status/2021267234165760069) 2026-02-10T16:57Z [---] followers, [---] engagements "@KobeissiLetter The housing market didn't just pop. It took the middle class with it" [X Link](https://x.com/StockNotebook/status/2021324996119818637) 2026-02-10T20:46Z [---] followers, [---] engagements "@DeItaone Sounds like Wells Fargo is spotting opportunity in the gold correction down 10% from January highs but with a fresh [----] target of $6100$6300. Geopolitics and central bank buying could fuel that 20%+ rebound. $GLD" [X Link](https://x.com/StockNotebook/status/2021339754214891629) 2026-02-10T21:45Z [---] followers, [----] engagements "Strategys Michael Saylor: We wont be selling bitcoin well be buying every quarter forever $MSTR $BTC $STRC $STRK $STRF $STRD https://www.cnbc.com/video/2026/02/10/strategys-michael-saylor-we-wont-be-selling-bitcoin-well-be-buying-every-quarter-forever.html https://www.cnbc.com/video/2026/02/10/strategys-michael-saylor-we-wont-be-selling-bitcoin-well-be-buying-every-quarter-forever.html" [X Link](https://x.com/StockNotebook/status/2021359030242099505) 2026-02-10T23:02Z [---] followers, [---] engagements "$SPGI drops nearly 10% after Q4 earnings miss ($4.30 vs $4.33 exp) and soft [----] guidance. Despite 9% revenue growth investors are pricing in AI disruption risks to financial data models. [----] growth forecast slows to 9.5%. CEO's AI optimism failed to stop the slide. $MSCI down 8%. https://www.barrons.com/articles/sp-global-earnings-stock-price-spgi-cd924c4fmod=bol-social-tw https://www.barrons.com/articles/sp-global-earnings-stock-price-spgi-cd924c4fmod=bol-social-tw" [X Link](https://x.com/StockNotebook/status/2021365908191531033) 2026-02-10T23:29Z [---] followers, [---] engagements "@DarioCpx [--] Million oz drain from Eligible in [--] hours. 👀 That is a 4.5m oz daily burn rate. At this pace the system hits a liquidity crisis before Q2. The paper price is irrelevant when the physical vaults are empty. $SLV" [X Link](https://x.com/StockNotebook/status/2021372542691442908) 2026-02-10T23:55Z [---] followers, [---] engagements "@great_martis You identified institutional distribution while everyone was chasing the breakout. Smart money used that wedge to offload inventory" [X Link](https://x.com/StockNotebook/status/2021373814966456492) 2026-02-11T00:00Z [---] followers, [---] engagements "@KobeissiLetter The Shanghai premium is aggressively draining physical bars from London and New York. The metal is moving. This metal is transiting from vaults to industry and reserves. $GLD" [X Link](https://x.com/StockNotebook/status/2021376889869218055) 2026-02-11T00:13Z [---] followers, [---] engagements "$FORM just confirmed the HBM supercycle is accelerating. Q4 Breakdown: Revenue: $215M (Record) 🟢 Guidance: $225M (Massive Beat) Margins: +540bps expansion HBM yield is the single biggest bottleneck in AI hardware. $FORM owns the checkpoint. If you are long $NVDA / Hynix but ignore the testing layer you are missing the infrastructure arbitrage. https://twitter.com/i/web/status/2021384705883463760 https://twitter.com/i/web/status/2021384705883463760" [X Link](https://x.com/StockNotebook/status/2021384705883463760) 2026-02-11T00:44Z [---] followers, [--] engagements "$HOOD $85.60 Revenue Miss: Q4 sales came in at $1.28 billion missing the FactSet estimate of $1.35 billion though still up 27% year-over-year. Crypto Decline: Revenue from cryptocurrency trades fell 38% in Q4. Earnings Beat: Robinhood reported earnings of [--] cents a share beating the estimated [--] cents. Stock Reaction: Shares fell 7.3% in after-hours trading to $79.35 (-$6.25). Expense Outlook: The company forecasts [----] operating expenses and share-based compensation to rise to $2.6 billion $2.725 billion an 18% increase from the previous year. Prediction Markets: The company traded over 12" [X Link](https://x.com/StockNotebook/status/2021391757850669396) 2026-02-11T01:12Z [---] followers, [---] engagements "Coca-Cola $KO $76.81 Financial Performance (Q4) Revenue Miss: Net revenue grew 2% to $11.8 billion missing the $12.05 billion estimate. Organic sales rose 4.8% slightly below the 5% expectation. Earnings Beat: Adjusted EPS came in at [--] cents beating the 56-cent forecast. Stock Reaction: Shares are remain unchanged at $76.81 following the report. Key Drivers & Trends Zero-Sugar Growth: A major bright spot with Coca-Cola Zero Sugar volume jumping 13%. Regional Mix: Unit volume grew in Brazil the U.S. and Japan but weakness in Asia Pacific Europe and the Middle East weighed on juice dairy and" [X Link](https://x.com/StockNotebook/status/2021397921745326497) 2026-02-11T01:36Z [---] followers, [--] engagements "DuPont $DD stock jumped 5% to a new 52-week high ($49.43) after the industrial conglomerate reported better-than-expected fourth-quarter earnings and issued a strong outlook for [----]. Financial Highlights (Q4) Earnings Beat: Adjusted EPS came in at [--] cents beating Wall Street's forecast of [--] cents. Revenue: Sales of $1.7 billion met analyst expectations. Context: Comparisons to the previous year are difficult due to the November spinoff of its electronics business Qnity Electronics. Bullish [----] Outlook Guidance Raise: Management expects full-year [----] EPS of $2.28 (vs. $2.14 expected) and" [X Link](https://x.com/StockNotebook/status/2021414976129212728) 2026-02-11T02:44Z [---] followers, [--] engagements "Warner Bros. Discovery $WBD $27.80 Activist investor Ancora Holdings has acquired a roughly $200 million stake in Warner Bros. Discovery and is launching a campaign to kill the company's pending $72 billion deal with Netflix. Key Details The Conflict: Ancora argues the Netflix deal is "uncertain and inferior." They are pushing Warner's board to pivot to a rival offer from Paramount Skydance. The Rival Bid: Paramount Skydance has made a hostile $78 billion all-cash offer ($30 per share) for the entire company. Ancora believes this offer provides better value and a cleaner regulatory path than" [X Link](https://x.com/StockNotebook/status/2021425673613533278) 2026-02-11T03:26Z [---] followers, [---] engagements "Warner Bros. Discovery $WBD $27.80 Paramount has enhanced its hostile bid for Warner Bros. Discovery adding new financial incentives to convince Warner's board to abandon its pending $72 billion deal with Netflix. Key "Sweeteners" in the New Offer Breakup Fee Coverage: Paramount agreed to pay the $2.8 billion termination fee Warner would owe Netflix if it walks away from that agreement. "Ticking Fee": To address regulatory concerns Paramount added a fee of [--] cents per share to be paid to Warner shareholders for every quarter the deal is delayed past January [----]. Financing Backstop:" [X Link](https://x.com/StockNotebook/status/2021428792254710201) 2026-02-11T03:39Z [---] followers, [--] engagements "@KobeissiLetter This kills the rate cut narrative. Powell has zero justification to ease when the labor market is re-accelerating. Markets priced in a pivot that is not coming. Good news for the economy is terrible news for anyone expecting cheap money" [X Link](https://x.com/StockNotebook/status/2021639093034308007) 2026-02-11T17:34Z [---] followers, [--] engagements "@DeItaone Shadow debt is still debt. Meta designs the chips. Meta builds the servers. Meta runs the facility. But because Blue Owl holds the paper they claim it is not their debt" [X Link](https://x.com/StockNotebook/status/2021666908802887751) 2026-02-11T19:25Z [---] followers, [---] engagements "@DeItaone META $668.46 Pershing Square is betting the underlying ad engine is too strong to break. If they are right about the AI returns the accounting gymnastics will be a footnote" [X Link](https://x.com/StockNotebook/status/2021670178560311529) 2026-02-11T19:38Z [---] followers, [---] engagements "The Headline Bill Ackman's hedge fund Pershing Square has revealed a new $2 billion stake in Meta Platforms $META representing roughly 10% of the firm's capital as of the end of [----]. The Thesis: AI Optimism Contrarian Bet: Ackman is buying while others are wary; Meta stock has fallen 13% over the past six months due to investor concerns about massive AI spending. Rationale: Pershing Square believes Meta is a "clear beneficiary" of AI integration citing potential boosts to content recommendations personalized ads and future opportunities in wearables and digital assistants. Timing &" [X Link](https://x.com/StockNotebook/status/2021709090762965270) 2026-02-11T22:13Z [---] followers, [--] engagements "The Headline Amazon $AMZN stock has plunged 16% over a seven-day losing streakits worst since November 2022driven by investor fears over the company's aggressive AI spending plans. The Catalyst: Massive Spending $200 Billion Bet: Amazon announced plans for $200 billion in capital expenditures (capex) for [----] the largest amount among major tech "hyperscalers." Astera Labs $ALAB Deal: Details emerged of a $6.5 billion multiyear agreement with Astera Labs for semiconductor connectivity solutions. Investor Fear: Wall Street worries this spending level will make Amazon the first cloud giant to" [X Link](https://x.com/StockNotebook/status/2021726670374281514) 2026-02-11T23:22Z [---] followers, [---] engagements "The Headline Robinhood $HOOD stock sank 11% on Wednesday after the company reported fourth-quarter revenue that missed Wall Street expectations driven by a sharp decline in cryptocurrency trading. Financial Highlights (Q4) Revenue Miss: Sales came in at $1.28 billion missing the estimated $1.35 billion though still up 27% year-over-year. Crypto Slump: Revenue from cryptocurrency trading fell 38% as the "crypto winter" and broader economic concerns reduced demand for volatile assets. Earnings Beat: The company reported earnings of [--] cents a share beating the consensus estimate of [--] cents." [X Link](https://x.com/StockNotebook/status/2021728134106939641) 2026-02-11T23:28Z [---] followers, [--] engagements "Mattel $MAT stock plummeted 25% following a weak holiday quarter. Earnings Miss: Reported adjusted EPS of [--] cents on $1.76 billion in sales missing analyst estimates of [--] cents on $1.84 billion. Strategic Pivot: Announced a $159 million deal to acquire full ownership of Mattel163 a mobile-games studio (developer of digital Uno) signaling a push to better compete in the digital space. Market Reaction: The stock suffered its worst one-day decline since [----]. https://twitter.com/i/web/status/2021729588141847013 https://twitter.com/i/web/status/2021729588141847013" [X Link](https://x.com/StockNotebook/status/2021729588141847013) 2026-02-11T23:34Z [---] followers, [--] engagements "Hasbro $HAS $105.94 Earnings Beat: Delivered adjusted EPS of $1.51 on $1.45 billion in sales largely beating the expected [--] cents on $1.26 billion. Key Drivers: Success was fueled by a "standout performance" from "Magic: The Gathering" and licensed digital gaming. Analyst View: Jefferies analysts named Hasbro a top pick citing its superior multi-year earnings power and momentum compared to peers. https://twitter.com/i/web/status/2021730217530622248 https://twitter.com/i/web/status/2021730217530622248" [X Link](https://x.com/StockNotebook/status/2021730217530622248) 2026-02-11T23:37Z [---] followers, [--] engagements "The Headline AppLovin $APP reported strong fourth-quarter results that beat Wall Street expectations yet the stock fell nearly 6% in after-hours trading to $429. Financial Highlights Earnings: Reported EPS of $3.24 beating the consensus estimate of $2.95. Revenue: Sales reached $1.66 billion (up 66% year-over-year) exceeding the expected $1.6 billion. Guidance: The company provided a revenue forecast for the current quarter that also topped analyst projections. Why the Stock is Down Despite the financial beat investors reacted negatively due to several accumulating headwinds: Growth" [X Link](https://x.com/StockNotebook/status/2021732816120168451) 2026-02-11T23:47Z [---] followers, [---] engagements "AppLovin $APP $427.50 -$29.31 (-6%) Beat. Raise. 84% Margins $3.24 EPS on $1.66B revenue is elite conversion. Scaling profitability alongside 66% growth. GAAP EPS of $3.24 blows the $2.94 estimate out of the water" [X Link](https://x.com/StockNotebook/status/2021736225573363857) 2026-02-12T00:00Z [---] followers, [---] engagements "@CGasparino @AncoraHoldings Jim Chadwick and Ancora 👍 Ancora's $200 million stake in $WBD represents less than 1% of the company's total outstanding shares. Charliebest reporting on the street" [X Link](https://x.com/StockNotebook/status/2021768790338396186) 2026-02-12T02:10Z [---] followers, [---] engagements "@KobeissiLetter Ignore asset-backed mortgages. Focus on the $1.3T in credit card debt. This unsecured financing bridges the gap between living costs and stagnant wages. Consumers are borrowing at 20%+ just to survive" [X Link](https://x.com/StockNotebook/status/2021774334923034760) 2026-02-12T02:32Z [---] followers, [--] engagements "Financial stress is no longer just a low-income problem. It has climbed the ladder to the middle class. The New Distressed Borrower: The average client seeking credit counseling now earns $70000 (up from $40000 pre-pandemic) and carries $35000 in unsecured debt. Delinquencies Rising: 4.8% of household debt is delinquent the highest level since [----]. Sector Stress: Serious delinquencies for credit cards and auto loans are nearing 2008-2009 crisis levels. 13% of FHA mortgage holders are behind on payments. "We are seeing a disturbing shift from discretionary debt to survival debt." Mike Croxson" [X Link](https://x.com/StockNotebook/status/2022091999160283319) 2026-02-12T23:34Z [---] followers, [--] engagements "Apple $AAPL $261.73 -$13.77 (-5.00%) A breaking report from Bloomberg suggests that Apple's massive AI overhaul for Siri intended to be the flagship feature of the upcoming iOS [----] update has run into significant "snags" during testing. https://twitter.com/i/web/status/2022093385591587287 https://twitter.com/i/web/status/2022093385591587287" [X Link](https://x.com/StockNotebook/status/2022093385591587287) 2026-02-12T23:40Z [---] followers, [---] engagements "Coinbase $COIN $141.09 - $12.11 (-7.90%) Expectation was [--] profit per share instead they lost $2.49 per share. Wall Street experts thought Coinbase would be profitable (making money). Instead they reported a total loss of $667 million for the quarter. That equates to burning roughly $7.4 million every single day for [--] days straight. https://twitter.com/i/web/status/2022095902404387241 https://twitter.com/i/web/status/2022095902404387241" [X Link](https://x.com/StockNotebook/status/2022095902404387241) 2026-02-12T23:50Z [---] followers, [---] engagements "@DeItaone Apple $AAPL $261.73 -$13.77 (-5.00%) A breaking report from Bloomberg suggests that Apple's massive AI overhaul for Siri intended to be the flagship feature of the upcoming iOS [----] update has run into significant "snags" during testing" [X Link](https://x.com/StockNotebook/status/2022098574625189911) 2026-02-13T00:00Z [---] followers, [---] engagements "@aleabitoreddit The gap between price and value has rarely been this wide. The street is chasing safety in defensive names so hard they have turned them into bubbles. Meanwhile the cyclical memory trade is being priced for bankruptcy while printing money" [X Link](https://x.com/StockNotebook/status/2022125947559014496) 2026-02-13T01:49Z [---] followers, [---] engagements "Former karaoke seller $RIME crashed trucking stocks today. Its press release on AI logistics efficiency triggered a panic sell-off wiping billions from majors. $CHRW $LSTR $JBHT $R https://www.wsj.com/business/logistics/meet-the-former-karaoke-company-that-sank-trucking-stocks-018ddde1 https://www.wsj.com/business/logistics/meet-the-former-karaoke-company-that-sank-trucking-stocks-018ddde1" [X Link](https://x.com/StockNotebook/status/2022130171449614601) 2026-02-13T02:06Z [---] followers, [---] engagements "@HedgeVision Here is the summary of the purchases made by Director Sarah E. Farrell: $RDDT [-----] shares at $148.63 (Feb [--] 2026) [-----] shares at $149.79 (Feb [--] 2026) [----] shares at $139.27 (Feb [--] 2026) Totals: Total Shares Purchased: [-----] Average Price: $148.16" [X Link](https://x.com/StockNotebook/status/2022158379276505415) 2026-02-13T03:58Z [---] followers, [----] engagements "@aakashgupta Google is speed-running AGI with Gemini 3: Accuracy doubled (45% 85%) Cost slashed 82% ($77 $13) Tokens reduced 99% (138k 96) They are solving harder problems with 1% of the effort. The efficiency gains are vertical. $GOOGL" [X Link](https://x.com/StockNotebook/status/2022191552546873489) 2026-02-13T06:10Z [---] followers, [----] engagements "Google is speed-running AGI with Gemini 3: Accuracy doubled (45% 85%) Cost slashed 82% ($77 $13) Tokens reduced 99% (138k 96) They are solving harder problems with 1% of the effort. The efficiency gains are vertical. $GOOGL" [X Link](https://x.com/StockNotebook/status/2022191899151675827) 2026-02-13T06:11Z [---] followers, [---] engagements "The Headline President Trump plans to roll back some of the steep tariffs on steel and aluminum imports that were imposed last year. Key Details The Shift: After previously hiking tariffs on metals to as high as 50% the administration is now preparing to scale them back. The Context: This move signals a potential pivot from aggressive protectionism to economic pragmatism likely to ease inflationary pressure on the US economy and reduce costs for domestic manufacturers. Related Moves: This follows recent interim trade deals (such as with India) where reciprocal tariffs were already slashed" [X Link](https://x.com/StockNotebook/status/2022193726517350909) 2026-02-13T06:18Z [---] followers, [--] engagements "@KobeissiLetter Trump plans to roll back steep steel & aluminum tariffs to fight inflation and lower input costs for US manufacturers. This pivot from protectionism to pragmatism is a massive supply-side boost for industrials. $BA $F $CAT $X $AA https://www.ft.com/content/f2eff736-12de-4c33-9826-847d2fdf8be3 https://www.ft.com/content/f2eff736-12de-4c33-9826-847d2fdf8be3" [X Link](https://x.com/StockNotebook/status/2022194457333125538) 2026-02-13T06:21Z [---] followers, [----] engagements "@zerohedge The cloud has evaporated. The shorts are storming the castle. $IGV $SNOW $CRM $PLTR $NET" [X Link](https://x.com/StockNotebook/status/2022196136313033076) 2026-02-13T06:28Z [---] followers, [---] engagements "AppLovin $APP $366.91 -$89.90 (-19.68%) The "Rule of 40" is the gold standard for software excellence. AppLovin $APP is posting a Rule of [---]. Growing revenue at 45% y/y while trading at just 26x free cash flow is a statistical anomaly. The market is pricing it like a dying legacy business but the math says it's a hyper-growth compounder. https://twitter.com/i/web/status/2022203646218215606 https://twitter.com/i/web/status/2022203646218215606" [X Link](https://x.com/StockNotebook/status/2022203646218215606) 2026-02-13T06:58Z [---] followers, [---] engagements "@DeItaone $69000 Touching the 200-week MA ($58000) has been a generational buy opportunity for a decade" [X Link](https://x.com/StockNotebook/status/2022363254400463042) 2026-02-13T17:32Z [---] followers, [---] engagements "@DeItaone 1971: $35 / oz. Today: $5019 / oz. Central banks are buying at record levels. $GLD" [X Link](https://x.com/StockNotebook/status/2022368998424211783) 2026-02-13T17:55Z [---] followers, [--] engagements "@KobeissiLetter The S&P [---] is priced for perfection. The rest of the world is priced for a recession that already happened. Investors are realizing they can buy the same earnings yield in Europe or Emerging Markets for a 40% discount. $VXUS $EFA $EEM $VEA $ACWX" [X Link](https://x.com/StockNotebook/status/2022401194216558907) 2026-02-13T20:03Z [---] followers, [---] engagements "$AMZN drops 18.2% in [--] days its worst losing streak since [----]. Investors fear the $200B AI capex plan echoing early doubts about AWS. CEO Jassy urges patience citing AWS's eventual $142B success. $MSFT also enters bear market" [X Link](https://x.com/StockNotebook/status/2022488936971448535) 2026-02-14T01:51Z [---] followers, [---] engagements "$VRT jumps on Q4 earnings beat: EPS $1.36 vs $1.29 est revs +23% to $2.88B. Backlog more than doubles to $15B. Key $NVDA partner forecasts strong [----] with sales up to $13.75B citing AI data center momentum & liquid cooling demand" [X Link](https://x.com/StockNotebook/status/2022490393619697760) 2026-02-14T01:57Z [---] followers, [--] engagements "$AMZN & $MSFT enter bear markets (-20%+) as AI capex fears hit "Mag 7." $MAGS ETF down 11% from peak. $GOOGL -7% in a month $META gives up gains. $AAPL & $NVDA stall while $TSLA drops 7% YTD. Investors question $650B AI spend vs cloud growth" [X Link](https://x.com/StockNotebook/status/2022495675129442570) 2026-02-14T02:18Z [---] followers, [---] engagements "Buy $EXO to own a piece of $RACE at a discount. The Agnelli-controlled holding co trades 50% below NAV but holds 20% of Ferrari plus stakes in $STLA $CNH & $PHG. With CEO Elkann's strong record value investors see a low-risk bet with "ample margin of safety."" [X Link](https://x.com/StockNotebook/status/2022496804181545388) 2026-02-14T02:23Z [---] followers, [--] engagements "$AMAT falls 2.5% despite beating Q1 expectations. Earnings per share hit $2.45 vs $2.32 est on $7.1B revenue (+14% YoY). While AI-related orders remain strong management flagged softness in automotive & industrial chip demand. The lukewarm guidance weighed on peers $KLAC & $LRCX. https://twitter.com/i/web/status/2022498699830612200 https://twitter.com/i/web/status/2022498699830612200" [X Link](https://x.com/StockNotebook/status/2022498699830612200) 2026-02-14T02:30Z [---] followers, [--] engagements "Pentagon used Anthropic's Claude in the Maduro raid via $PLTR but the relationship is fraying. Admin officials may cancel a $200M contract as Anthropic's safety rules clash with SecDef Hegseth's demand for AI that "fights wars." $PLTR rises 1.8% on the news" [X Link](https://x.com/StockNotebook/status/2022499675312652715) 2026-02-14T02:34Z [---] followers, [--] engagements "Trump team weighs overhaul of steel & aluminum tariffs. Plan envisions lower rates for consumer goods (e.g. 15%) to ease inflation but 50% levies on full value of industrial imports. Aims for "nimble & nuanced" approach to shield US makers. $X $AA $NUE $STLD" [X Link](https://x.com/StockNotebook/status/2022500256114696593) 2026-02-14T02:36Z [---] followers, [--] engagements "$RIVN skyrockets 27% ($17.73) after beating Q4 views (Rev $1.29B) & issuing strong [----] guidance. Deliveries seen at 62k-67k (vs 63k est) fueled by the upcoming Q2 launch of the mass-market R2 SUV. First annual gross profit achieved. Deutsche Bank upgrades to Buy citing "de-risked" execution. https://twitter.com/i/web/status/2022502875687989430 https://twitter.com/i/web/status/2022502875687989430" [X Link](https://x.com/StockNotebook/status/2022502875687989430) 2026-02-14T02:47Z [---] followers, [---] engagements "$NVDA dips 2.2% to $182.81 amid a broader "Mag 7" selloff & profit-taking. Competition fears rise as Arista shifts some workloads to $AMD plus renewed China chip curb worries. Insider selling adds pressure though strong $VRT earnings confirm robust AI infra demand" [X Link](https://x.com/StockNotebook/status/2022503715631174044) 2026-02-14T02:50Z [---] followers, [---] engagements "$DKNG plunges 13.5% to $22 on weak '26 guidance ($6.5-6.9B vs $7.32B est) & Q4 earnings miss. User growth stalls as monthly players go flat. CEO pivots to prediction markets to find new growth but analysts cut targets on the cloudy outlook" [X Link](https://x.com/StockNotebook/status/2022504348299989486) 2026-02-14T02:53Z [---] followers, [---] engagements "$FSLY surges another 14% to $18.26 extending its massive run. Q4 beat (Rev $173M EPS $0.12) & strong '26 outlook ($700M+) fuel the move. Investors are repricing it as an "Agentic AI" play citing surging traffic demand. Analysts upgrade on the breakout" [X Link](https://x.com/StockNotebook/status/2022504946575314992) 2026-02-14T02:55Z [---] followers, [---] engagements "$CHWY hits fresh 52-week lows closing at $24.23 (-0.25%). Stock is down 27% in a month as Zacks issues "Strong Sell" rating. Insider selling & institutional exits weigh on sentiment ahead of Q4 earnings" [X Link](https://x.com/StockNotebook/status/2022505491587584174) 2026-02-14T02:57Z [---] followers, [--] engagements "$ANET surges 4.8% ($141.59) on strong Q4 beat (Rev +29% to $2.49B) & bullish '26 outlook ($11.25B rev). CEO says $AMD now taking 20-25% of AI pilots from $NVDA. Analysts raise PTs to $175+ citing dominant back-end network position with hyperscalers" [X Link](https://x.com/StockNotebook/status/2022506359305179411) 2026-02-14T03:01Z [---] followers, [---] engagements "$NEE rallies 2% to $93.80 on a 10% dividend hike & strong AI data center tailwinds. Partners like $XEL & hyperscalers drive growth hopes. Stock nears 52-week highs backed by a 1.3B debt raise to fund renewable projects" [X Link](https://x.com/StockNotebook/status/2022506915868352807) 2026-02-14T03:03Z [---] followers, [--] engagements "@DarioCpx London builds the price New York kills it. The premium/discount volatility specifically during US hours confirms the suppression is algorithmic. $SLV is the weapon of choice to keep the paper price divorced from physical reality" [X Link](https://x.com/StockNotebook/status/2022512714711773559) 2026-02-14T03:26Z [---] followers, [---] engagements "@money_cruncher You accepted 30%+ drawdowns in $AMZN just to match the return of a risk-free T-Bill. The $6500 gap between $VOO and $AMZN is the price of thinking you can beat the market" [X Link](https://x.com/StockNotebook/status/2022515428917121283) 2026-02-14T03:37Z [---] followers, [----] engagements "@Kalshi Amazon stock has closed lower for [--] consecutive days. The stock has fallen approximately 18% during this period. $AMZN $198.79" [X Link](https://x.com/StockNotebook/status/2022522819293126808) 2026-02-14T04:06Z [---] followers, [---] engagements "@KobeissiLetter Investors cheered "AI" until they saw the bill. $AMZN is the first casualty of the realization that building the future costs trillions not billions" [X Link](https://x.com/StockNotebook/status/2022525111463551317) 2026-02-14T04:15Z [---] followers, [---] engagements "$PINS sinks 17% as tariffs hit earnings. Q4 revenue ($1.32B) & guidance missed estimates. Net income plunged 85% to $277M. CEO cites "exogenous shock" from tariffs causing large retailers to pull ad spend. Layoffs of 15% planned to pivot to AI. $15.42 -$3.12 (-16.83%) https://twitter.com/i/web/status/2022531569643069518 https://twitter.com/i/web/status/2022531569643069518" [X Link](https://x.com/StockNotebook/status/2022531569643069518) 2026-02-14T04:41Z [---] followers, [---] engagements "If you blinked this week you missed one of the most violent repricing events in biotech. Nektar Therapeutics $NKTR didnt just go up; it effectively doubled in [--] days (moving from $37 to $73). Here is the deep dive on WHY this is happening what the data actually says and why Wall Street is suddenly slapping $165+ price targets on a stock that was left for dead. https://twitter.com/i/web/status/2022534559204626532 https://twitter.com/i/web/status/2022534559204626532" [X Link](https://x.com/StockNotebook/status/2022534559204626532) 2026-02-14T04:53Z [---] followers, [---] engagements "⚠ [--]. The Risks (Always read the fine print) Phase [--] Execution: Great Phase 2b data is promising but Phase [--] is the graveyard of biotech. They still need to replicate this in a larger population. Cash Burn: Biotech is capital intensive. While the stock is up expect them to raise cash (dilution) to fund the expensive Phase [--] trials. Competition: The Eczema market is crowded (Sanofi/Regeneron AbbVie Eli Lilly). $NKTR has to prove it's better not just good" [X Link](https://x.com/StockNotebook/status/2022536799722107030) 2026-02-14T05:02Z [---] followers, [--] engagements "Nektar Therapeutics $NKTR $ [-----] https://www.nektar.com/ https://www.nektar.com/" [X Link](https://x.com/StockNotebook/status/2022537787216662689) 2026-02-14T05:06Z [---] followers, [---] engagements "Short report retracted. Margins verified. Buybacks real. $4.5B in EBITDA with 82% margins while retiring [---] million shares. $APP $390.55 +$23.64 (+6.44%) https://twitter.com/i/web/status/2022550181552562592 https://twitter.com/i/web/status/2022550181552562592" [X Link](https://x.com/StockNotebook/status/2022550181552562592) 2026-02-14T05:55Z [---] followers, [---] engagements "@great_martis We are watching the real time repricing of a dying fiat currency. They are cutting because Italy and Spain cannot refinance their sovereign debt at current yields" [X Link](https://x.com/StockNotebook/status/2022554952904605822) 2026-02-14T06:14Z [---] followers, [---] engagements "@firstadopter Waymo does 100k rides a week. $UBER does [--] million per day. The market fears that if Waymo scales the cost per mile collapses and Uber loses its pricing power" [X Link](https://x.com/StockNotebook/status/2022558797659803742) 2026-02-14T06:29Z [---] followers, [----] engagements "Waymo begins deploying 6th-gen "Ojai" robotaxis in SF & LA. The Geely-built EVs use cheaper sensors and improved weather tech to solidify US dominance before international expansion. A clear flex on unit economics while rivals are still testing. $GOOGL https://www.cnbc.com/2026/02/12/waymo-begins-deploying-next-gen-ojai-robotaxis-to-extend-its-us-lead.html https://www.cnbc.com/2026/02/12/waymo-begins-deploying-next-gen-ojai-robotaxis-to-extend-its-us-lead.html" [X Link](https://x.com/StockNotebook/status/2022566408622666074) 2026-02-14T06:59Z [---] followers, [---] engagements "@yasutaketin $GOOGL is transitioning from a high margin software business to a capital intensive hardware utility" [X Link](https://x.com/StockNotebook/status/2022820142036459705) 2026-02-14T23:47Z [---] followers, [---] engagements "@_map_universe_ ChromeClaude AI $MSFT $AAPL" [X Link](https://x.com/StockNotebook/status/2022878078779932732) 2026-02-15T03:38Z [---] followers, [---] engagements "@mokoocn [--] $DIS $WBD" [X Link](https://x.com/StockNotebook/status/2022925601041190923) 2026-02-15T06:47Z [---] followers, [---] engagements "@minchoi The "Seat Economy" is officially dead. Why pay $2000/month for a seat when a $20/month agent does 80% of the work This is not just a correction. It is an extinction event for companies that sell inefficiency. The new metric isn't ARR it's "Work Completed". $TRI $RELX" [X Link](https://x.com/StockNotebook/status/2019081429187989636) 2026-02-04T16:11Z [---] followers, [----] engagements "Dow Theory just flashed the ultimate green light. 🟢 Industrials and Transports hitting ATHs simultaneously confirms this is a structural bull market not just AI hype. Physical volume is expanding. $ODFL $SPX" [X Link](https://x.com/StockNotebook/status/2019994508335935836) 2026-02-07T04:39Z [---] followers, [---] engagements "@hajiyev_rashad The dollar is the bubble. Gold is the pin. 🎈 Gold did not rally. The dollar simply collapsed against real assets. $5k tracks the M2 money supply expansion perfectly. $GLD $SLV" [X Link](https://x.com/StockNotebook/status/2020692914595414106) 2026-02-09T02:55Z [---] followers, [---] engagements "Holtec files for $10B+ IPO. Biggest nuclear listing in years. Key catalysts: Reopening Palisades plant & deploying SMRs with federal backing. The nuclear renaissance is hitting the public markets. $CCJ $LEU $OKLO $SMR $URA" [X Link](https://x.com/StockNotebook/status/2021273659243941988) 2026-02-10T17:22Z [---] followers, [----] engagements "$VVV rebounds 2.2% to $38.53 shaking off a 3% drop. Investors bought the dip after JPMorgan downgraded the stock to "Underweight" on Breeze integration risks but raised the PT to $35. Bulls remain focused on the recent Q1 earnings beat and strong momentum" [X Link](https://x.com/StockNotebook/status/2022508234939240928) 2026-02-14T03:08Z [---] followers, [---] engagements "@TrendSpider 20% growth never justified a 70x multiple. That was the anomaly. The market is simply correcting the equation to match reality. $NOW" [X Link](https://x.com/StockNotebook/status/2022517212590825473) 2026-02-14T03:44Z [---] followers, [---] engagements "🧵 [--]. The Catalyst: Its Not Just "Good" Data Its "Durable" Data On Tuesday (Feb 10) Nektar dropped 52-week data from the REZOLVE-AD Phase 2b study for rezpegaldesleukin (rezpeg). Everyone knew the drug worked initially. The fear was that the effect would fade. The data crushed that fear: Durability: The drug showed "deepening" responses over time. The "Holy Grail" (EASI-100): 20-30% of patients achieved complete skin clearance. In the world of Eczema (Atopic Dermatitis) getting to 100% clear skin is the gold standard. Quarterly Dosing (Q12W): This is the killer app. Competitors like Dupixent" [X Link](https://x.com/StockNotebook/status/2022535407108243621) 2026-02-14T04:56Z [---] followers, [--] engagements "🔬 [--]. The Mechanism: Validating the "Treg" Thesis This isn't just about Eczema. $NKTR is a play on Regulatory T Cells (Tregs). The thesis: Instead of just blocking inflammation (like JAK inhibitors) you "teach" the immune system to calm down. For years the Treg space has been a graveyard of failed trials. This data is one of the first major validations that a Treg stimulator can actually deliver maintenance efficacy in a major autoimmune disease. If it works in Eczema where else does it work That is the question repricing the stock. https://twitter.com/i/web/status/2022535927592055102" [X Link](https://x.com/StockNotebook/status/2022535927592055102) 2026-02-14T04:58Z [---] followers, [---] engagements "@KobeissiLetter Buying a [---] year bond from a tech company is insanity. The sector reinvents itself every decade. Motorola [----]. $GOOGL 2026" [X Link](https://x.com/StockNotebook/status/2022739337046110638) 2026-02-14T18:26Z [---] followers, [--] engagements "@mark_k @mokoocn 1/8th cost for 10x duration is not an upgrade. It is a market clearing event. The $200M barrier to entry for feature films just evaporated. $DIS $WBD" [X Link](https://x.com/StockNotebook/status/2022786616192856067) 2026-02-14T21:34Z [---] followers, [---] engagements "@zerohedge "Creative Destruction" is Wall Street code for mass layoffs. Goldman is bullish because they know AI replaces OpEx (humans) with CapEx (software). Margins expand stock prices rise and the labor market collapses. They are long the P&L and short the middle class" [X Link](https://x.com/StockNotebook/status/2022887488985907309) 2026-02-15T04:15Z [---] followers, [---] engagements "@p_ferragu Lag is the ultimate buy signal for $NVDA. We need more chips. $TSM $AMD $AVGO $MU" [X Link](https://x.com/StockNotebook/status/2022933328425529770) 2026-02-15T07:17Z [---] followers, [--] engagements "@firstadopter It definitely would be. That capacity would allow for running much larger more capable models entirely offline which is a huge win for both performance and privacy" [X Link](https://x.com/StockNotebook/status/2023122668573049280) 2026-02-15T19:50Z [---] followers, [--] engagements "Warner Bros. Weighs Reopening Sale Negotiations with Paramount $WBD $PARA $NFLX https://www.bloomberg.com/news/articles/2026-02-15/warner-bros-weighs-reopening-sale-negotiations-with-paramountembedded-checkout=true https://www.bloomberg.com/news/articles/2026-02-15/warner-bros-weighs-reopening-sale-negotiations-with-paramountembedded-checkout=true" [X Link](https://x.com/StockNotebook/status/2023128816072413692) 2026-02-15T20:14Z [---] followers, [---] engagements "Warner Bros. Weighs Reopening Sale Negotiations with Paramount $WBD $PARA $NFLX https://www.wsj.com/business/media/where-the-battle-for-warner-bros-stands-now-5fd67999 https://www.wsj.com/business/media/where-the-battle-for-warner-bros-stands-now-5fd67999" [X Link](https://x.com/StockNotebook/status/2023129195430412636) 2026-02-15T20:16Z [---] followers, [---] engagements "@niccruzpatane Waymo is a taxi service. Tesla is a mobile living room. From an app that acts as a command center to a 60fps in-car theater Tesla owns the entire digital experience. When the steering wheel is gone the screen is the product. $TSLA $GOOGL" [X Link](https://x.com/StockNotebook/status/2023131779998343553) 2026-02-15T20:26Z [---] followers, [---] engagements "Consumer staples are soaring 15.5% YTD in [----] as investors rotate out of tech and into defensive stocks. The sector is now the 3rd best performer in the S&P [---] trailing only Materials & Energy. $XLP $XLK $SPY https://www.cnbc.com/2026/02/15/consumer-staples-are-rallying-in-2026-heres-whats-driving-the-surge.htmltaid=6991cf9d4fe0d800012ae5bb&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter" [X Link](https://x.com/StockNotebook/status/2023142407869743497) 2026-02-15T21:08Z [---] followers, [--] engagements "@KobeissiLetter This proves the damage is structural rather than cyclical. In [----] people lost jobs but eventually returned to the office. Now the jobs exist but the desks are empty. You cannot refinance a building with 60% occupancy at 7% rates. The keys are in the mail. $KRE" [X Link](https://x.com/StockNotebook/status/2020262278092980654) 2026-02-07T22:23Z [---] followers, [---] engagements "@KobeissiLetter $124B in tariffs is a drop in the bucket against $38T in debt" [X Link](https://x.com/StockNotebook/status/2022784530080321893) 2026-02-14T21:26Z [---] followers, 12.2K engagements "@yukimamax $GOOGL $AMZN CAPEX" [X Link](https://x.com/StockNotebook/status/2022826940483190931) 2026-02-15T00:14Z [---] followers, [----] engagements "Deutsche Bank identifies [--] buys in the software selloff: Cellebrite $CLBT Salesforce $CRM Intuit $INTU ServiceNow $NOW" [X Link](https://x.com/StockNotebook/status/2022916340022169799) 2026-02-15T06:10Z [---] followers, [---] engagements "More Americans are severely behind on their debt payments now than at any time in over a decade. Credit Cards: 12.7% of all credit card debt is more than [--] days overdue. This is the worst rate since [----]. Car Loans: 5.2% of all auto loans are more than [--] days overdue. This is the worst rate since [----]. https://twitter.com/i/web/status/2022921638258290840 https://twitter.com/i/web/status/2022921638258290840" [X Link](https://x.com/StockNotebook/status/2022921638258290840) 2026-02-15T06:31Z [---] followers, [---] engagements "@DeItaone Peace through superior firepower. The USS Ford is not there for a photo op. 🚢✈" [X Link](https://x.com/StockNotebook/status/2023136311465447814) 2026-02-15T20:44Z [---] followers, [---] engagements "Warner Bros. Weighs Reopening Sale Negotiations with Paramount $WBD $PARA $NFLX https://finance.yahoo.com/news/warner-bros-weighs-reopening-sale-195058251.html https://finance.yahoo.com/news/warner-bros-weighs-reopening-sale-195058251.html" [X Link](https://x.com/StockNotebook/status/2023137753215778932) 2026-02-15T20:50Z [---] followers, [---] engagements "Wix just announced a massive $2B share repurchase for 2026-2027. Represents 40% of market cap. Backed by $550M+ FCF & $890M cash. Targeting shares & debt to boost shareholder value. $WIX" [X Link](https://x.com/StockNotebook/status/2023146209624613352) 2026-02-15T21:23Z [---] followers, [---] engagements "@CGasparino @wbd $WBD might reopen talks with $PSKY because a $NFLX merger faces massive antitrust hurdles. Regulators fear a Netflix monopoly while $PSKY is seen as a "cleaner" deal with a lower legal risk. It is a choice between a dream partner and one that can actually close" [X Link](https://x.com/StockNotebook/status/2023150536133144709) 2026-02-15T21:40Z [---] followers, [---] engagements "Warner Bros. Weighs Reopening Sale Negotiations with Paramount $WBD $PARA $NFLX https://www.cnbc.com/2026/02/15/warner-bros-discovery-paramount-netflix.htmltaid=69924bf6e03fbc00010194e1&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter https://www.cnbc.com/2026/02/15/warner-bros-discovery-paramount-netflix.htmltaid=69924bf6e03fbc00010194e1&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter" [X Link](https://x.com/StockNotebook/status/2023172946169045151) 2026-02-15T23:09Z [---] followers, [---] engagements "@KobeissiLetter This is why the average car age is hitting record highs. People are not upgrading because the value prop is gone. Most of us are just trying to keep the [----] Sedan running. $ORLY $AZO" [X Link](https://x.com/StockNotebook/status/2023198987810197661) 2026-02-16T00:53Z [---] followers, [--] engagements "@QualityInvest5 The "DOGE tax app" is an existential threat to $INTU. Musk plans a free AI-driven gov app to auto-fill taxes and make filing "zero-click." Intuit's business relies on complexity. If the government finally builds a product that works the TurboTax moat evaporates" [X Link](https://x.com/StockNotebook/status/2023217913394540577) 2026-02-16T02:08Z [---] followers, [---] engagements "@CGasparino Merging the #1 and #3 streamers was never passing a Trump DOJ. Antitrust is the ultimate deal killer. $NFLX was a dream. $PARA is the reality" [X Link](https://x.com/StockNotebook/status/2023232407256621233) 2026-02-16T03:06Z [---] followers, [---] engagements "@sentdefender High-stakes US-Iran nuclear talks resume Tuesday in Geneva. Trumps envoys (Kushner/Witkoff) meet Iranian officials. The Standoff: Iran offers to limit uranium for sanctions relief; US / Israel want stricter disarmament. Failure risks "traumatic" conflict" [X Link](https://x.com/StockNotebook/status/2023240382834679966) 2026-02-16T03:37Z [---] followers, [---] engagements "Nintendo Co. Ltd. $NTDOY $13.75 They hit 17.37M by Dec [--]. Guidance implies absurd 500k/mo sales for Q4. With Switch [--] momentum they've likely already crossed 19M. Is it possible a massive beat in May of 21M+ https://twitter.com/i/web/status/2023243435709215094 https://twitter.com/i/web/status/2023243435709215094" [X Link](https://x.com/StockNotebook/status/2023243435709215094) 2026-02-16T03:49Z [---] followers, [---] engagements "@jukan05 Kioxia (and $WDC) now have unlimited pricing power. Kioxia: Tokyo Stock Exchange (TSE) Ticker: 285A Formerly known as Toshiba. Japanese semiconductor company specializing in NAND flash memory and solid-state drives (SSDs). $MU" [X Link](https://x.com/StockNotebook/status/2023253955275338062) 2026-02-16T04:31Z [---] followers, [----] engagements "Activist Starboard Value seeks control of Tripadvisor's $TRIP board nominating a majority slate. With a 9% stake the firm escalates pressure after a Q4 earnings miss. Starboard previously urged a sale of the company or its TheFork unit" [X Link](https://x.com/StockNotebook/status/2023587785332994133) 2026-02-17T02:38Z [---] followers, [--] engagements "Why did CPS Technologies Corporation $CPSH skyrocket this year The 2027-2028 thermal crisis. As AI accelerators push toward 2300-3000W (NVDA Rubin Ultra: 2300W AMD MI450X: 2500W) copper/aluminum can't handle the heat flux anymore. Enter AlSiC (Aluminum Silicon Carbide) a metal matrix composite from aerospace/defense that survives tens of thousands of thermal cycles without failing. The problem: Rubin Ultra NVL576 racks hit extreme power densities Traditional copper lids face mass-production issues at volume 3D stacked packages (SoIC) warp under thermal stress Weight becomes a literal" [X Link](https://x.com/StockNotebook/status/2019274187446075882) 2026-02-05T04:57Z [---] followers, [----] engagements "Steel & aluminum stocks slide on reports Trump may cut tariffs to ease consumer prices. Producers $STLD $NUE $RS $AA drop while metal users $F $GM $CPB rise on hopes of lower costs" [X Link](https://x.com/StockNotebook/status/2022489481123643699) 2026-02-14T01:54Z [---] followers, [--] engagements "The Verdict: $NKTR has shifted from a "show me" story to a "platform validation" story. The market is paying a premium for the quarterly dosing potential. If they can offer Dupixent-like efficacy with 1/6th the injections this is a multi-billion dollar drug. https://twitter.com/i/web/status/2022537067029229897 https://twitter.com/i/web/status/2022537067029229897" [X Link](https://x.com/StockNotebook/status/2022537067029229897) 2026-02-14T05:03Z [---] followers, [---] engagements "@WarMonitor3 France planned to shut [--] reactors to appease activists. The energy crisis & Ukraine war proved this was a disaster. Macron realized reliable power ideology. He reversed the policy: the plants stay open and [--] new ones are being built" [X Link](https://x.com/StockNotebook/status/2023127480916164928) 2026-02-15T20:09Z [---] followers, [----] engagements "@sentdefender You do not discuss refueling tracks and airspace corridors unless the operation is imminent. These are tactical logistics not strategic theories. The timeline has moved from "if" to "when."" [X Link](https://x.com/StockNotebook/status/2023139972845289546) 2026-02-15T20:58Z [---] followers, [----] engagements "@Mr_Derivatives It is the Credit Card Competition Act. The $V / $MA duopoly is facing its first real legislative threat in a decade. Combine fee caps with a weakening consumer and the multiple compression makes perfect sense" [X Link](https://x.com/StockNotebook/status/2023154650585903257) 2026-02-15T21:57Z [---] followers, [---] engagements "@Cyber_Trailer Reliability is not measured in miles driven. It is measured in the ability to recover from a stalemate. Right now Waymo's recovery protocol is just "be a brick." This is why geofencing is a dead end. Real autonomy requires $TSLA style vision only logic to actually scale" [X Link](https://x.com/StockNotebook/status/2023160155097928183) 2026-02-15T22:19Z [---] followers, [---] engagements "@DiscussingFilm Warner Bros. has a contract with Netflix. If they break it to marry Paramount instead the penalty is $2.8 billion. Paramount wants the marriage so badly that they told Warner Bros: "Break up with them. We will pay the fine for you." $WBD $PARA $NFLX" [X Link](https://x.com/StockNotebook/status/2023219194716705161) 2026-02-16T02:13Z [---] followers, [----] engagements "@Barchart 2026: $38T 2030: $43T 2034: $49T" [X Link](https://x.com/StockNotebook/status/2023226069910704556) 2026-02-16T02:40Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@StockNotebook Stock Notebook
Stock Notebook posts on X about ai, $googl, $wbd, $gld the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -40%
Mentions: [--] #
- [--] Week [---] -9.80%
Followers: [---] #
- [--] Week [---] +7.70%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 66.81% finance 44.54% technology brands 29.26% countries 7.86% automotive brands 4.37% cryptocurrencies 3.49% travel destinations 3.06% financial services 1.75% exchanges 1.31% social networks 1.31%
Social topic influence ai 17.9%, $googl 9.17%, $wbd #5, $gld 7.42%, debt #1326, strong 6.11%, $nflx #32, $slv #90, $amzn 5.68%, $para #1
Top accounts mentioned or mentioned by @kobeissiletter @zerohedge @deitaone @dariocpx @greatmartis @firstadopter @gordocap18 @tfmetals @hajiyevrashad @cgasparino @sentdefender @boringbiz @placigyunv6567 @mrderivatives @kalshi @charliebilello @whaleinsider @ddblakefischer @yasutaketin @aleabitoreddit
Top assets mentioned Alphabet Inc Class A (GOOGL) Warner Bros Discovery, Inc. (WBD) SPDR GOLD ETF (GLD) Netflix Inc (NFLX) Amazon.com, Inc. (AMZN) Paramount Global (PARA) NVIDIA Corp. (NVDA) S&P Global Inc (SPGI) Now Coin (NOW) Microsoft Corp. (MSFT) Metadium (META) Apple, Inc. (AAPL) Micron Technology, Inc. (MU) Tesla, Inc. (TSLA) Intuit Inc. (INTU) Salesforce Inc (CRM) Walmart, Inc. (WMT) AppLovin Corporation (APP) Advanced Micro Devices (AMD) DisChain (DIS) RELX PLC (RELX) ServiceNow Inc (NOW) Reddit, Inc. (RDDT) Alcoa, Corp. (AA) Western Digital Corp (WDC) Moody's Corporation (MCO) Fair Isaac, Corp. (FICO) Msci Inc (MSCI) LegalZoom.com, Inc. (LZ) Blue Owl Capital, Inc. (OWL) Ares Management, Corp. (ARES)
Top Social Posts
Top posts by engagements in the last [--] hours
"These three firms produce nearly 95% of the world's DRAM (Dynamic Random Access Memory): SK Hynix (South Korea) $HXSCL Samsung Electronics (South Korea) $SSNLF Micron Technology (USA) $MU HBM (High Bandwidth Memory) https://twitter.com/i/web/status/2022128697696800888 https://twitter.com/i/web/status/2022128697696800888"
X Link 2026-02-13T02:00Z [---] followers, [----] engagements
"Tekne's Kothari bets on China's "practical" AI buildout over US hype. Top picks: Data centers $GDS $VNET & chip equipment $ACMR. Sees Samsung $SSNLF as the key foundry for Tesla/SpaceX. Also bullish on Brazil's $STNE. "China is good at moving mountains to build things.""
X Link 2026-02-15T07:55Z [---] followers, [---] engagements
"@zerohedge If memory manufacturers have pricing power again the cycle has bottomed. RAM prices going up = Inventory glut is over. Long the memory cycle. $MU $WDC $SKHynix"
X Link 2026-01-30T04:20Z [---] followers, [---] engagements
"@hajiyev_rashad The disconnect is the trade. If metals just return to previous highs the miners have 100% upside. The street is ignoring the earnings potential once those margins expand. The catch up rally will be violent. $NEM $AEM"
X Link 2026-01-31T05:57Z [---] followers, [----] engagements
"@sungleeiq When investors sell $IBIT / $ETHA shares BlackRock is legally required to sell the underlying assets to match the outflows. Its automated rebalancing"
X Link 2026-01-31T17:10Z [---] followers, 38.5K engagements
"👀 The Great Metals Crash of 2026: What [---] Years of Data Predicts Happens Next. This may surprise Clive Thompson 📺 $GLD $SLV https://www.youtube.com/watchv=WCqeTZniq1A https://www.youtube.com/watchv=WCqeTZniq1A"
X Link 2026-02-01T01:22Z [---] followers, [---] engagements
"@KarelMercx Price discovers liquidity. If price crashes yet physical inventory leaves the clearing price is simply too low. Paper trades sentiment. Physical trades reality. Watch the spread not the ticker"
X Link 2026-02-01T18:52Z [---] followers, [----] engagements
"@KobeissiLetter Short interest at [--] year lows isn't just a win for bulls it's a warning that the market has lost its natural shock absorbers. Without short covering to provide a liquidity floor the next dip could be a violent air pocket"
X Link 2026-02-02T15:23Z [---] followers, [----] engagements
"@great_martis Australia behaving like an emerging market today. The bond vigilantes are testing the RBAs resolve and if this contagion spreads the soft landing narrative is toast. Someone is getting carried out on a stretcher in Sydney right now. This smells like a blown up carry trade"
X Link 2026-02-03T04:58Z [---] followers, [---] engagements
"(Feb [--] 2026): $SPGI (S&P Global): -8.41% 📉 $MCO (Moody's): -7.06% 📉 $INTU (Intuit): -7.02% 📉 $FICO (Fair Isaac): -6.32% 📉 $MSCI (MSCI Inc): -3.47% 📉"
X Link 2026-02-03T17:48Z [---] followers, [---] engagements
"The moat is evaporating. Investors are finally realizing that if AI can write code and handle legal workflows incumbent software isn't safe. $300B wiped out is just the repricing of sticky revenue becoming unglued. $CRM $ADBE $LZ #AI #SaaS"
X Link 2026-02-04T02:55Z [---] followers, [---] engagements
"The silent killer in this selloff is Private Credit. PE firms loaded up on software buyouts thinking the cash flows were bulletproof. Now $OWL $ARES and $KKR are feeling the heat. If software valuations collapse the collateral damage will be massive"
X Link 2026-02-04T02:55Z [---] followers, [---] engagements
"Anthropic didn't just release a tool. They served an eviction notice to legacy legal tech. $LZ and $TRI down double digits confirms the fear. AI agents are the new operating system. The system of record premium is gone. $LSEG #ArtificialIntelligence"
X Link 2026-02-04T02:57Z [---] followers, [---] engagements
"⚠ THE DATA MONOPOLIES ARE BREAKING ⚠ AI just wiped out $285 BILLION in market cap. Financial data & analytics stocks are getting SLAUGHTERED alongside software: 📉 $INTU Intuit -11% (now at $434 down 34% YTD) 📉 $FICO Fair Isaac -3.8% after earnings BEAT 📉 London Stock Exchange Group -13% 📉 Thomson Reuters -16% 📉 RELX -15% 📉 Wolters Kluwer -11% 📉 Experian -7.2% Even $SPGI S&P Global and $MSCI caught in the selloff despite solid fundamentals. The trigger Anthropic's new automation tools for legal research contract review and business workflows. Wall Street is repricing EVERY company with"
X Link 2026-02-04T06:26Z [---] followers, [---] engagements
"@BoringBiz_ The moat isn't the code anymore. It is the data gravity. Salesforce wins not because their UI is good (it's not) but because ripping out [--] years of customer data is a nightmare. The vibe coded apps will capture the edges but the core is sticky. $WDAY $NOW"
X Link 2026-02-04T15:57Z [---] followers, [---] engagements
"The second-order effects are always the most violent. Software stocks falling is one thing; the lenders dropping -10% is the real signal. $OWL and $ARES have massive loan books backed by SaaS ARR. If that ARR is "AI disrupted" the collateral is worthless. The credit cycle just turned. https://twitter.com/i/web/status/2019083037544222896 https://twitter.com/i/web/status/2019083037544222896"
X Link 2026-02-04T16:18Z [---] followers, [---] engagements
"@heyshrutimishra Vertical SaaS is mostly just a wrapper around a database. Agents bypass the UI entirely. If your moat was a workflow it's gone. Value shifts strictly to proprietary data ownership. Seat-based pricing is dead. $RELX $INFY #AI"
X Link 2026-02-04T20:44Z [---] followers, [----] engagements
"How a Japanese toilet company became critical to AI: The Toto story 🚽 $TOTDY (5332 Tokyo) Toto Ltd. famous for luxury bidets and toilets is now a crucial supplier in the AI hardware supply chain. Here's the wild journey: The HBM Connection: High Bandwidth Memory (HBM) the ultra-fast memory stacked directly on AI chips requires extreme chemical purity in manufacturing. We're talking parts-per-trillion contamination levels. Toto spent decades perfecting ultra-pure water systems and chemical delivery for semiconductor fabs. Their ceramic and plumbing expertise in handling corrosive chemicals at"
X Link 2026-02-05T05:11Z [---] followers, [--] engagements
"@DarioCpx You don't naked short 674M ounces in a single contract month unless you are dying. This has the signature of a forced liquidation or a trapped entity defending a margin call. Normal sellers scale out. Distressed sellers dump at market. Someone big is blowing up"
X Link 2026-02-05T05:36Z [---] followers, [----] engagements
"@BoringBiz_ We are witnessing the greatest wealth transfer in history from Software to Hardware and Energy. That $600B+ combined Capex is revenue for someone else. Long the grid long the copper long the builders. $NVDA $ETN"
X Link 2026-02-05T22:26Z [---] followers, 18.9K engagements
"@zerohedge Capital cycles are undefeated. High margins attract competition which creates oversupply. Samsung lost the technology lead to SK Hynix so now they play the volume game. They will commoditize HBM to regain share. This crushes industry wide margins"
X Link 2026-02-06T03:29Z [---] followers, [---] engagements
"@DarioCpx 400m oz Open Interest fighting for 103m oz registered inventory is a 4:1 claim ratio. If the 25% physical settlement trend holds the math guarantees a default in March. Paper markets run on confidence but industrial buyers are draining the actual vaults. $SLV"
X Link 2026-02-07T01:23Z [---] followers, [----] engagements
"The Silver Math is Breaking The data points to a Comex delivery crisis in March 2026: Demand: [----] deliveries were 2x [----]. Panic: Feb saw 98% of contracts stand for delivery (Normal is 5%). Supply: Registered inventory crashed 38% in [--] days to just 103M oz. March Open Interest is 429M oz. Available silver is 100M oz. The squeeze is not a theory anymore. It is a mathematical certainty. $SLV https://twitter.com/i/web/status/2019945392532554020 https://twitter.com/i/web/status/2019945392532554020"
X Link 2026-02-07T01:24Z [---] followers, [---] engagements
"@placigyunv6567 @saxena_puru Yes ServiceNow $NOW is considered infrastructure software. It provides the essential management layer. The software platform used to monitor automate and manage the complex digital infrastructure that hyperscalers $GOOGL and $MSFT are building"
X Link 2026-02-07T03:35Z [---] followers, [---] engagements
"@MrMikeInvesting 44% FCF $2B+ in free cash flow last quarter alone $5B buyback authorization Rule of [--] company (20% growth + 40% margins) Price is temporary; cash flow is forever. $NOW"
X Link 2026-02-07T04:02Z [---] followers, [----] engagements
"Mystery solved. A Chinese Billionaire is the whale who crashed silver prices 16% with a massive [---] ton short position. He walked away with $288M before regulators froze the trade. Volatility is back. $SLV"
X Link 2026-02-07T06:58Z [---] followers, [---] engagements
"@duckman1717 Jensen is selling the shovels to bury his own customers. He knows the legacy SaaS model is the fuel for the AI fire. He won't say it but the price action in $NVDA vs $DOCU screams it. Capital is fleeing the application layer to the infrastructure layer"
X Link 2026-02-07T18:34Z [---] followers, [---] engagements
"@KobeissiLetter $3.62B flowed into the miners $GDX because they are expecting the currency to be debased. $GLD sucking up [--] million ounces in [--] months is a supply shock. You cannot print gold to meet this demand. The paper shorts are running out of physical cover"
X Link 2026-02-07T22:18Z [---] followers, [---] engagements
"@zerohedge Record short interest is the ultimate bullish signal. You cannot have a market crash when everyone is already short. Crashes require trapped longs not overconfident bears. This data confirms the path of least resistance is higher"
X Link 2026-02-07T22:40Z [---] followers, [---] engagements
"@FinanceLancelot Small caps = the real economy. If they are hitting a wall the consumer is tapped and demand destruction is imminent. It is forecasting a hard landing that crushes demand"
X Link 2026-02-07T22:51Z [---] followers, [---] engagements
"The U.S. Securities and Exchange Commission (SEC) is the moat. Investment mandates Basel III capital requirements and bank covenants all reference $MCO & $SPGI specifically. Replacing them would require rewriting the legal operating system of the bond market. https://twitter.com/i/web/status/2020280041154777316 https://twitter.com/i/web/status/2020280041154777316"
X Link 2026-02-07T23:34Z [---] followers, [----] engagements
"@CapexAndChill RaptorDB Pro's 3x NNACV growth & data fabric in 16/20 top deals scream AI dominance. Sub rev +21% to $3.47B Q4'25 Now Assist 2x NNACV YoY. Not SaaS slowdown. Agentic AI acceleration. '26 guidance 19.5-20% seals it. $NOW"
X Link 2026-02-07T23:49Z [---] followers, [---] engagements
"Search margins Retail margins. Googles core Search business prints cash at 50% margins easily funding the AI war chest. Amazon Retail operates at razor thin margins (3%) leaving AWS to foot the entire bill. One has a buffer. $GOOGL The other has a burden. $AMZN https://twitter.com/i/web/status/2020284977603121294 https://twitter.com/i/web/status/2020284977603121294"
X Link 2026-02-07T23:54Z [---] followers, [---] engagements
"@firstadopter The FCF divergence is a hardware story. $GOOGL has [--] generations of custom TPUs lowering their inference costs. $AMZN is still paying the "Nvidia Tax" to build capacity. One owns the factory; the other is renting the tools. That is why Googles cash flow holds up"
X Link 2026-02-08T00:01Z [---] followers, [---] engagements
"@Mr_Derivatives If $NOW breaks that trendline it is a signal that the entire SaaS premium is evaporating. This stock is the general of the software army. If the general falls at major support the rest of the sector $IGV has another 20% down. $95 is a magnet for a stop run"
X Link 2026-02-08T02:12Z [---] followers, [----] engagements
"@oguzerkan Sir Chris Hohn is a British billionaire hedge fund manager who runs TCI Fund Management. https://www.youtube.com/watchv=M01NZc2QlDk&t=1457s https://www.youtube.com/watchv=M01NZc2QlDk&t=1457s"
X Link 2026-02-08T02:16Z [---] followers, [---] engagements
"@firstadopter $WMT is winning because they own the consumer in an inflationary regime. Capital is hiding in staples because the soft landing narrative is cracking"
X Link 2026-02-08T02:22Z [---] followers, [--] engagements
"Corning $GLW is the hidden winner of the AI arms race. Data centers are bottlenecked by physics not just compute. You need fiber to move data at light speed. The $6B $META deal proves the plumbing is just as critical as the chips"
X Link 2026-02-08T02:55Z [---] followers, [---] engagements
"@Kalshi The data is finally catching up to the sentiment on Main Street. The labor market is always the last domino to fall. By the time openings collapse to these levels the recession isn't approaching it has likely been here for two quarters"
X Link 2026-02-08T03:17Z [---] followers, [----] engagements
"@junkbondinvest The velocity is the terrifying part. Credit deterioration is usually a slow bleed. A vertical move of $18B implies a sudden systemic realization that the collateral is impaired. We are moving from concern to liquidation without the polite intermediate phase. $HYG"
X Link 2026-02-08T04:17Z [---] followers, [---] engagements
"🚨 We are witnessing the greatest wealth transfer in history from Software to Hardware and Energy. Big Tech just announced the largest infrastructure build in history: Amazon: $200B $AMZN Google: $180B $GOOGL Meta: $125B $META Microsoft: $120B $MSFT Tesla: $20B $TSLA Total: $645 Billion Every dollar of capex is revenue for utilities copper miners and construction firms. The wealth transfer from software to hardware has begun. https://twitter.com/i/web/status/2020359309440192913 https://twitter.com/i/web/status/2020359309440192913"
X Link 2026-02-08T04:49Z [---] followers, [---] engagements
"@gordocap18 $SPGI is essentially a royalty on the global financial system. Debt issuance They get paid. ETF inflows They get paid. Data Paid. Getting a business with this kind of inevitability at the same price as the average S&P [---] company is a gift"
X Link 2026-02-08T04:59Z [---] followers, [----] engagements
"@DimitryNakhla Sir Chris Hohn is a British billionaire hedge fund manager who runs TCI Fund Management. https://www.youtube.com/watchv=M01NZc2QlDk&t=1468s https://www.youtube.com/watchv=M01NZc2QlDk&t=1468s"
X Link 2026-02-08T05:07Z [---] followers, [---] engagements
"@fiscal_ai GCP hitting 30% margins kills the bear case. They are no longer buying market share with losses. They are taking share from AWS/Azure while simultaneously expanding margins. That is the most dangerous type of competitor. $GOOGL"
X Link 2026-02-08T05:17Z [---] followers, [---] engagements
"@charliebilello Bezos was willing to remain misunderstood for decades to build infrastructure. Walmart was focused on next quarter's comp sales. One played a finite game while the other played an infinite game. The results are now mathematically undeniable. $AMZN $WMT"
X Link 2026-02-08T05:54Z [---] followers, [---] engagements
"Michael Oliver's price predictions: Silver: He predicts a range of $300 to $500 per ounce. He states this move could happen quickly potentially by "early summer" of this year. Gold: He discusses a price of $8500. He explains that an eight-fold move from the [----] lows (similar to previous bull markets) would bring gold to $8500. While he says he doesn't have a specific "projected top" he confirms he "would expect" gold to hit that level. $SLV $GLD https://www.youtube.com/watchv=Vw78V5Er3XU https://www.youtube.com/watchv=Vw78V5Er3XU"
X Link 2026-02-08T06:43Z [---] followers, [---] engagements
"@FirstSquawk Paper for rock. Smart trade. $GLD"
X Link 2026-02-08T06:48Z [---] followers, [---] engagements
"@LeopoldVI @gordocap18 $SPGI has compounded EPS at 15% over the last decade"
X Link 2026-02-08T06:52Z [---] followers, [--] engagements
"@JeffWeniger Trying to fit a whale into a goldfish bowl. $GLD $GDX $GC_F @TFMetals"
X Link 2026-02-08T07:05Z [---] followers, [--] engagements
"@HannesZipfel It is a bank run but on metal instead of cash. The market is realizing that there are [---] paper claims for every physical ounce in the vault. Everyone is rushing for a chair and the music just stopped. You cannot print ounces. $GLD $SLV @TFMetals"
X Link 2026-02-08T07:11Z [---] followers, [---] engagements
"@hajiyev_rashad That wick tells the whole story. $8000 sounds aggressive until you overlay the M2 money supply chart. In purchasing power terms gold is still cheap. $GLD"
X Link 2026-02-08T07:15Z [---] followers, [---] engagements
"@BullionBrief That $58184 is Singapore Dollars (SGD). In $USD [----] ounces (the [----] equivalent) is actually worth over $75000 today. $GLD @TFMetals"
X Link 2026-02-08T07:23Z [---] followers, [---] engagements
"@YShirley_XAUUSD The most important part of this chart is what isn't there: Resistance above $95. We are entering Blue Sky discovery mode. When you break an all-time high adjusted for inflation there are no bag holders left to sell. The move from $95 to $120 happens in a vacuum. $SLV"
X Link 2026-02-08T07:26Z [---] followers, [---] engagements
"@DeItaone Bessent is trying to jawbone the dollar higher. Calling this a blowoff ignores the $38T+ debt pile driving the move. Gold is the only honest auditor of the US fiscal situation. The volatility is just the sound of the alarm going off. $GLD"
X Link 2026-02-08T18:48Z [---] followers, [----] engagements
"@buccocapital Block $XYZ is the lucky one. They have public liquidity. The real carnage is waiting in the private markets where thousands of unicorns are sitting on [----] cash that expires this year. They won't be cutting 10% to be efficient. They will be cutting 50% just to survive"
X Link 2026-02-08T19:16Z [---] followers, [---] engagements
"@WhaleInsider Dow [-----] is not a sign of strength. It is the scorecard for currency debasement. When stocks rip higher alongside gold it means the currency is the problem. We are entering a Crack-Up Boom where asset prices soar simply because the money is broken. $GLD"
X Link 2026-02-08T19:21Z [---] followers, [---] engagements
"@invest091 @DDBlakeFischer @gordocap18 Yes it has to be after-tax. Since the amortization expense creates a tax shield (lowering the cash taxes paid) simply adding back the pre-tax amount would artificially inflate the number. The formula you posted is exactly how I model it to get to true owner earnings. $SPGI"
X Link 2026-02-08T20:11Z [---] followers, [---] engagements
"$XPEV is challenging $TSLA's robot dominance. Targeting [----] for mass production of "Iron" humanoids & robo-taxis. Citi sees 35% margins on initial units. Trading at just 1.4x sales vs Tesla's 15x analysts see a massive valuation opportunity"
X Link 2026-02-08T20:42Z [---] followers, [---] engagements
"@ai The real bottleneck for AI infrastructure isn't chips it's skilled labor. The US faces a shortage of [-----] electricians annually just as $META $GOOG and $AMZN ramp up data center construction. Big tech capital is chasing a shrinking workforce that can't be trained overnight"
X Link 2026-02-08T20:55Z [---] followers, [---] engagements
"@AlanDaitch $GOOGL is not just a tech company anymore. It is effectively an AI ETF. They have successfully hedged their own disruption"
X Link 2026-02-08T21:01Z [---] followers, [--] engagements
"$GOOGL [----] CapEx forecast: $175B-$185B (nearly double 2025). The Breakdown: 60% Servers (TPUs/GPUs) 40% Data Centers Goals: Support 750M Gemini users & 48% Cloud growth. CEO Pichai: Despite this massive spend we remain "supply constrained." https://twitter.com/i/web/status/2020607138125476189 https://twitter.com/i/web/status/2020607138125476189"
X Link 2026-02-08T21:14Z [---] followers, [---] engagements
"@zerohedge AI disruption fears are real with the sector shedding $1T in value since late Jan. ServiceNow $NOW down 34% YTD Salesforce $CRM and others following. The market is waking up to the fact that AI turns software from a scarcity into a commodity"
X Link 2026-02-08T21:52Z [---] followers, [---] engagements
"@Similarweb This is the power of default. When you own the browser (Chrome) the OS (Android) and the search bar you don't need a viral marketing campaign. $GOOGL"
X Link 2026-02-08T22:16Z [---] followers, [---] engagements
"@KobeissiLetter The US taxpayer is now working for foreign bondholders"
X Link 2026-02-08T23:51Z [---] followers, [---] engagements
"@great_martis The math prevents a pivot. With $38.6T in debt every rate hike was a step toward insolvency. Now they are forced to cut into inflation to keep the Treasury alive. This isn't a policy choice. It is a sovereign default managed through currency debasement"
X Link 2026-02-09T00:15Z [---] followers, [---] engagements
"@KobeissiLetter The bond market is lying. Gold is telling the truth. $GLD $SLV"
X Link 2026-02-09T01:03Z [---] followers, [---] engagements
"@zerohedge Central banks have two choices: Save the Currency or Save the Bond Market. They cannot do both. Japan just sacrificed the Yen to save the JGBs. This proves that Yield Curve Control always ends in currency collapse. Mathematical gravity eventually crushes every fiat peg"
X Link 2026-02-09T01:08Z [---] followers, [----] engagements
"@DarioCpx The 40% crash on Jan [--] wasn't a sell off. It was a raid on $SLV to manufacture supply. They bought exactly three weeks of time. Now industrial buyers know the vaults are hollow. They will not roll contracts this time. They are taking the metal"
X Link 2026-02-09T02:01Z [---] followers, [----] engagements
"@WSJ $10T in AI market cap is effectively held hostage by one textile mill in Japan. Nittobo is the new TSMC. If T-Glass production hiccups the entire Blackwell delivery schedule collapses. Japan controls the choke points: T-Glass (Nittobo) ABF (Ajinomoto) Photoresists (JSR)"
X Link 2026-02-09T02:44Z [---] followers, [---] engagements
"@DarioCpx Volatility is spiking because liquidity has evaporated. The bid-ask spread is blowing out because no one is willing to sell physical metal at paper prices. Paper silver is a promise. Physical silver is a fact. $SLV"
X Link 2026-02-09T03:12Z [---] followers, [---] engagements
"@great_martis The 10Y is not rising on growth. It is rising on credit risk. With $10T in refinancing hitting a market where the biggest buyer (Japan) just turned net seller the math does not work"
X Link 2026-02-09T04:09Z [---] followers, [---] engagements
"Kroger $KR plans to name former Walmart U.S. CEO Greg Foran as its next chief executive. Foran currently leading Air New Zealand is expected to help the grocer navigate inflation and competition following the departure of former CEO Rodney McMullen"
X Link 2026-02-09T04:19Z [---] followers, [---] engagements
"@WhaleInsider We just broke a 30-year trend line. Most trading algorithms have literally never processed a Japanese 2Y yield above 1%. Japan is finally choosing to save the Yen at the expense of the bond market"
X Link 2026-02-09T04:32Z [---] followers, [---] engagements
"@great_martis Japan is calling its money home. Australia is the beta test for the US sovereign debt crisis. A small open economy losing control of its long end means global liquidity has evaporated. The bond vigilantes have rejected the collateral. The US 10Y is the next domino"
X Link 2026-02-09T04:36Z [---] followers, [---] engagements
"@yasutaketin $RDDT FY25 FCF: $684M (up from $216M). Per share: $3.32 Q4 annualized is now running over $1B. The data licensing model is printing money"
X Link 2026-02-09T04:53Z [---] followers, [---] engagements
"$CSU.TO $CSU Stock Price: $2434 CAD (Down 48% from 52-week highs). Revenue Growth: Strong double-digit growth. Q3 Revenue was $2.95B (+16% YoY). YTD Revenue is $8.45B (+15% YoY). The Real Earnings (FCFA2S): Free Cash Flow Available to Shareholders. The holy grail metric for CSU is exploding. Q3 FCFA2S: $529M (+46% YoY). YTD FCFA2S: $1.26B (+27% YoY). Net Income (GAAP): Reported Net Income is down ($402M YTD vs $446M last year) but this is largely noise due to high amortization from acquisitions. Ignore GAAP earnings; follow the cash. Capital Deployment: The machine is still hungry. They"
X Link 2026-02-09T05:53Z [---] followers, [---] engagements
"@meeijer @TacticzH A 50% drawdown while revenue hits $11.1B and FCFA2S yield touches 4.5% is a dislocation. You are buying a compounding machine at a utility valuation. Switching costs are the moat. $CSU owns the proprietary data layer"
X Link 2026-02-09T06:59Z [---] followers, [---] engagements
"@DeItaone The marginal buyer just left the building. Watch the 30Y. They are not just selling paper. They are swapping counterparty risk for hard assets. Swapping Treasuries for Gold is the ultimate vote of no confidence in the dollar's weaponization. $GLD"
X Link 2026-02-09T07:31Z [---] followers, [----] engagements
"@zerohedge That is $2100 of new debt added for every man woman and child in America since October 1st. $696 billion in [---] days means the government borrowed $5.8 billion every single day since October. We are taking out new credit cards just to pay the min. balance on the old ones"
X Link 2026-02-09T20:23Z [---] followers, [----] engagements
"@zerohedge Celebrating a slight YoY dip is ignoring the structural insolvency staring us in the face. In [----] the total deficit for the entire year was $439 billion. We just exceeded that total by 58% in only four months. We are sprinting toward a sovereign debt crisis"
X Link 2026-02-09T20:28Z [---] followers, [----] engagements
"@DeItaone If even high earners are hitting dollar stores it signals broad value seeking amid inflation pressures. Bullish for $WMT $DG and $DLTR expect margin boosts from volume. But watch grocers like $KR for potential weakness"
X Link 2026-02-10T02:08Z [---] followers, [---] engagements
"@DeItaone Gold is the only asset that cannot default. $GLD"
X Link 2026-02-10T02:12Z [---] followers, [---] engagements
"@zerohedge The bond market is the truth teller. $100B in bids confirms the street views Google as a utility not a tech stock. Institutional capital is parking cash here for [--] years because they see Search as essential as the power grid. $GOOGL"
X Link 2026-02-10T02:19Z [---] followers, [---] engagements
"$RDDT $141.74 Hyper-Growth: Revenue exploding at 70% YoY with software-level 90% gross margins. Profit Pivot: Q4 delivered $252M Net Income on $726M Revenue. That is a 35% Net Margin. Fortress Balance Sheet: Zero debt. $1B buyback authorized immediately. Valuation: Trades at 25x Forward Earnings while growing top-line at 50%+. The Disconnect: That implies a PEG Ratio of [---]. You are paying a value multiple for a hyper-growth monopoly. https://twitter.com/i/web/status/2021061644177100914 https://twitter.com/i/web/status/2021061644177100914"
X Link 2026-02-10T03:20Z [---] followers, [---] engagements
"@NoLimitGains Designating silver a critical mineral changed the math. The US government is now the ultimate bid. The floor price is now a matter of national security not technical analysis"
X Link 2026-02-10T04:12Z [---] followers, [----] engagements
"Financial Markets update Monday February [--] [----]. Update on COMEX silver and Shanghai premium Clive Thompson 📺 $GLD $SLV https://www.youtube.com/watchv=_Q13EUVKXMU https://www.youtube.com/watchv=_Q13EUVKXMU"
X Link 2026-02-10T05:40Z [---] followers, [---] engagements
"Structural shift: Economic rewards are flowing to capital not labor. Profit share is hitting records while labor share collapses. $NVDA is 20x more valuable than [----] $IBM with 1/10th the staff. AI is accelerating the trend. Assets Wages. $SPY $QQQ $DIA"
X Link 2026-02-10T16:57Z [---] followers, [---] engagements
"@KobeissiLetter The housing market didn't just pop. It took the middle class with it"
X Link 2026-02-10T20:46Z [---] followers, [---] engagements
"@DeItaone Sounds like Wells Fargo is spotting opportunity in the gold correction down 10% from January highs but with a fresh [----] target of $6100$6300. Geopolitics and central bank buying could fuel that 20%+ rebound. $GLD"
X Link 2026-02-10T21:45Z [---] followers, [----] engagements
"Strategys Michael Saylor: We wont be selling bitcoin well be buying every quarter forever $MSTR $BTC $STRC $STRK $STRF $STRD https://www.cnbc.com/video/2026/02/10/strategys-michael-saylor-we-wont-be-selling-bitcoin-well-be-buying-every-quarter-forever.html https://www.cnbc.com/video/2026/02/10/strategys-michael-saylor-we-wont-be-selling-bitcoin-well-be-buying-every-quarter-forever.html"
X Link 2026-02-10T23:02Z [---] followers, [---] engagements
"$SPGI drops nearly 10% after Q4 earnings miss ($4.30 vs $4.33 exp) and soft [----] guidance. Despite 9% revenue growth investors are pricing in AI disruption risks to financial data models. [----] growth forecast slows to 9.5%. CEO's AI optimism failed to stop the slide. $MSCI down 8%. https://www.barrons.com/articles/sp-global-earnings-stock-price-spgi-cd924c4fmod=bol-social-tw https://www.barrons.com/articles/sp-global-earnings-stock-price-spgi-cd924c4fmod=bol-social-tw"
X Link 2026-02-10T23:29Z [---] followers, [---] engagements
"@DarioCpx [--] Million oz drain from Eligible in [--] hours. 👀 That is a 4.5m oz daily burn rate. At this pace the system hits a liquidity crisis before Q2. The paper price is irrelevant when the physical vaults are empty. $SLV"
X Link 2026-02-10T23:55Z [---] followers, [---] engagements
"@great_martis You identified institutional distribution while everyone was chasing the breakout. Smart money used that wedge to offload inventory"
X Link 2026-02-11T00:00Z [---] followers, [---] engagements
"@KobeissiLetter The Shanghai premium is aggressively draining physical bars from London and New York. The metal is moving. This metal is transiting from vaults to industry and reserves. $GLD"
X Link 2026-02-11T00:13Z [---] followers, [---] engagements
"$FORM just confirmed the HBM supercycle is accelerating. Q4 Breakdown: Revenue: $215M (Record) 🟢 Guidance: $225M (Massive Beat) Margins: +540bps expansion HBM yield is the single biggest bottleneck in AI hardware. $FORM owns the checkpoint. If you are long $NVDA / Hynix but ignore the testing layer you are missing the infrastructure arbitrage. https://twitter.com/i/web/status/2021384705883463760 https://twitter.com/i/web/status/2021384705883463760"
X Link 2026-02-11T00:44Z [---] followers, [--] engagements
"$HOOD $85.60 Revenue Miss: Q4 sales came in at $1.28 billion missing the FactSet estimate of $1.35 billion though still up 27% year-over-year. Crypto Decline: Revenue from cryptocurrency trades fell 38% in Q4. Earnings Beat: Robinhood reported earnings of [--] cents a share beating the estimated [--] cents. Stock Reaction: Shares fell 7.3% in after-hours trading to $79.35 (-$6.25). Expense Outlook: The company forecasts [----] operating expenses and share-based compensation to rise to $2.6 billion $2.725 billion an 18% increase from the previous year. Prediction Markets: The company traded over 12"
X Link 2026-02-11T01:12Z [---] followers, [---] engagements
"Coca-Cola $KO $76.81 Financial Performance (Q4) Revenue Miss: Net revenue grew 2% to $11.8 billion missing the $12.05 billion estimate. Organic sales rose 4.8% slightly below the 5% expectation. Earnings Beat: Adjusted EPS came in at [--] cents beating the 56-cent forecast. Stock Reaction: Shares are remain unchanged at $76.81 following the report. Key Drivers & Trends Zero-Sugar Growth: A major bright spot with Coca-Cola Zero Sugar volume jumping 13%. Regional Mix: Unit volume grew in Brazil the U.S. and Japan but weakness in Asia Pacific Europe and the Middle East weighed on juice dairy and"
X Link 2026-02-11T01:36Z [---] followers, [--] engagements
"DuPont $DD stock jumped 5% to a new 52-week high ($49.43) after the industrial conglomerate reported better-than-expected fourth-quarter earnings and issued a strong outlook for [----]. Financial Highlights (Q4) Earnings Beat: Adjusted EPS came in at [--] cents beating Wall Street's forecast of [--] cents. Revenue: Sales of $1.7 billion met analyst expectations. Context: Comparisons to the previous year are difficult due to the November spinoff of its electronics business Qnity Electronics. Bullish [----] Outlook Guidance Raise: Management expects full-year [----] EPS of $2.28 (vs. $2.14 expected) and"
X Link 2026-02-11T02:44Z [---] followers, [--] engagements
"Warner Bros. Discovery $WBD $27.80 Activist investor Ancora Holdings has acquired a roughly $200 million stake in Warner Bros. Discovery and is launching a campaign to kill the company's pending $72 billion deal with Netflix. Key Details The Conflict: Ancora argues the Netflix deal is "uncertain and inferior." They are pushing Warner's board to pivot to a rival offer from Paramount Skydance. The Rival Bid: Paramount Skydance has made a hostile $78 billion all-cash offer ($30 per share) for the entire company. Ancora believes this offer provides better value and a cleaner regulatory path than"
X Link 2026-02-11T03:26Z [---] followers, [---] engagements
"Warner Bros. Discovery $WBD $27.80 Paramount has enhanced its hostile bid for Warner Bros. Discovery adding new financial incentives to convince Warner's board to abandon its pending $72 billion deal with Netflix. Key "Sweeteners" in the New Offer Breakup Fee Coverage: Paramount agreed to pay the $2.8 billion termination fee Warner would owe Netflix if it walks away from that agreement. "Ticking Fee": To address regulatory concerns Paramount added a fee of [--] cents per share to be paid to Warner shareholders for every quarter the deal is delayed past January [----]. Financing Backstop:"
X Link 2026-02-11T03:39Z [---] followers, [--] engagements
"@KobeissiLetter This kills the rate cut narrative. Powell has zero justification to ease when the labor market is re-accelerating. Markets priced in a pivot that is not coming. Good news for the economy is terrible news for anyone expecting cheap money"
X Link 2026-02-11T17:34Z [---] followers, [--] engagements
"@DeItaone Shadow debt is still debt. Meta designs the chips. Meta builds the servers. Meta runs the facility. But because Blue Owl holds the paper they claim it is not their debt"
X Link 2026-02-11T19:25Z [---] followers, [---] engagements
"@DeItaone META $668.46 Pershing Square is betting the underlying ad engine is too strong to break. If they are right about the AI returns the accounting gymnastics will be a footnote"
X Link 2026-02-11T19:38Z [---] followers, [---] engagements
"The Headline Bill Ackman's hedge fund Pershing Square has revealed a new $2 billion stake in Meta Platforms $META representing roughly 10% of the firm's capital as of the end of [----]. The Thesis: AI Optimism Contrarian Bet: Ackman is buying while others are wary; Meta stock has fallen 13% over the past six months due to investor concerns about massive AI spending. Rationale: Pershing Square believes Meta is a "clear beneficiary" of AI integration citing potential boosts to content recommendations personalized ads and future opportunities in wearables and digital assistants. Timing &"
X Link 2026-02-11T22:13Z [---] followers, [--] engagements
"The Headline Amazon $AMZN stock has plunged 16% over a seven-day losing streakits worst since November 2022driven by investor fears over the company's aggressive AI spending plans. The Catalyst: Massive Spending $200 Billion Bet: Amazon announced plans for $200 billion in capital expenditures (capex) for [----] the largest amount among major tech "hyperscalers." Astera Labs $ALAB Deal: Details emerged of a $6.5 billion multiyear agreement with Astera Labs for semiconductor connectivity solutions. Investor Fear: Wall Street worries this spending level will make Amazon the first cloud giant to"
X Link 2026-02-11T23:22Z [---] followers, [---] engagements
"The Headline Robinhood $HOOD stock sank 11% on Wednesday after the company reported fourth-quarter revenue that missed Wall Street expectations driven by a sharp decline in cryptocurrency trading. Financial Highlights (Q4) Revenue Miss: Sales came in at $1.28 billion missing the estimated $1.35 billion though still up 27% year-over-year. Crypto Slump: Revenue from cryptocurrency trading fell 38% as the "crypto winter" and broader economic concerns reduced demand for volatile assets. Earnings Beat: The company reported earnings of [--] cents a share beating the consensus estimate of [--] cents."
X Link 2026-02-11T23:28Z [---] followers, [--] engagements
"Mattel $MAT stock plummeted 25% following a weak holiday quarter. Earnings Miss: Reported adjusted EPS of [--] cents on $1.76 billion in sales missing analyst estimates of [--] cents on $1.84 billion. Strategic Pivot: Announced a $159 million deal to acquire full ownership of Mattel163 a mobile-games studio (developer of digital Uno) signaling a push to better compete in the digital space. Market Reaction: The stock suffered its worst one-day decline since [----]. https://twitter.com/i/web/status/2021729588141847013 https://twitter.com/i/web/status/2021729588141847013"
X Link 2026-02-11T23:34Z [---] followers, [--] engagements
"Hasbro $HAS $105.94 Earnings Beat: Delivered adjusted EPS of $1.51 on $1.45 billion in sales largely beating the expected [--] cents on $1.26 billion. Key Drivers: Success was fueled by a "standout performance" from "Magic: The Gathering" and licensed digital gaming. Analyst View: Jefferies analysts named Hasbro a top pick citing its superior multi-year earnings power and momentum compared to peers. https://twitter.com/i/web/status/2021730217530622248 https://twitter.com/i/web/status/2021730217530622248"
X Link 2026-02-11T23:37Z [---] followers, [--] engagements
"The Headline AppLovin $APP reported strong fourth-quarter results that beat Wall Street expectations yet the stock fell nearly 6% in after-hours trading to $429. Financial Highlights Earnings: Reported EPS of $3.24 beating the consensus estimate of $2.95. Revenue: Sales reached $1.66 billion (up 66% year-over-year) exceeding the expected $1.6 billion. Guidance: The company provided a revenue forecast for the current quarter that also topped analyst projections. Why the Stock is Down Despite the financial beat investors reacted negatively due to several accumulating headwinds: Growth"
X Link 2026-02-11T23:47Z [---] followers, [---] engagements
"AppLovin $APP $427.50 -$29.31 (-6%) Beat. Raise. 84% Margins $3.24 EPS on $1.66B revenue is elite conversion. Scaling profitability alongside 66% growth. GAAP EPS of $3.24 blows the $2.94 estimate out of the water"
X Link 2026-02-12T00:00Z [---] followers, [---] engagements
"@CGasparino @AncoraHoldings Jim Chadwick and Ancora 👍 Ancora's $200 million stake in $WBD represents less than 1% of the company's total outstanding shares. Charliebest reporting on the street"
X Link 2026-02-12T02:10Z [---] followers, [---] engagements
"@KobeissiLetter Ignore asset-backed mortgages. Focus on the $1.3T in credit card debt. This unsecured financing bridges the gap between living costs and stagnant wages. Consumers are borrowing at 20%+ just to survive"
X Link 2026-02-12T02:32Z [---] followers, [--] engagements
"Financial stress is no longer just a low-income problem. It has climbed the ladder to the middle class. The New Distressed Borrower: The average client seeking credit counseling now earns $70000 (up from $40000 pre-pandemic) and carries $35000 in unsecured debt. Delinquencies Rising: 4.8% of household debt is delinquent the highest level since [----]. Sector Stress: Serious delinquencies for credit cards and auto loans are nearing 2008-2009 crisis levels. 13% of FHA mortgage holders are behind on payments. "We are seeing a disturbing shift from discretionary debt to survival debt." Mike Croxson"
X Link 2026-02-12T23:34Z [---] followers, [--] engagements
"Apple $AAPL $261.73 -$13.77 (-5.00%) A breaking report from Bloomberg suggests that Apple's massive AI overhaul for Siri intended to be the flagship feature of the upcoming iOS [----] update has run into significant "snags" during testing. https://twitter.com/i/web/status/2022093385591587287 https://twitter.com/i/web/status/2022093385591587287"
X Link 2026-02-12T23:40Z [---] followers, [---] engagements
"Coinbase $COIN $141.09 - $12.11 (-7.90%) Expectation was [--] profit per share instead they lost $2.49 per share. Wall Street experts thought Coinbase would be profitable (making money). Instead they reported a total loss of $667 million for the quarter. That equates to burning roughly $7.4 million every single day for [--] days straight. https://twitter.com/i/web/status/2022095902404387241 https://twitter.com/i/web/status/2022095902404387241"
X Link 2026-02-12T23:50Z [---] followers, [---] engagements
"@DeItaone Apple $AAPL $261.73 -$13.77 (-5.00%) A breaking report from Bloomberg suggests that Apple's massive AI overhaul for Siri intended to be the flagship feature of the upcoming iOS [----] update has run into significant "snags" during testing"
X Link 2026-02-13T00:00Z [---] followers, [---] engagements
"@aleabitoreddit The gap between price and value has rarely been this wide. The street is chasing safety in defensive names so hard they have turned them into bubbles. Meanwhile the cyclical memory trade is being priced for bankruptcy while printing money"
X Link 2026-02-13T01:49Z [---] followers, [---] engagements
"Former karaoke seller $RIME crashed trucking stocks today. Its press release on AI logistics efficiency triggered a panic sell-off wiping billions from majors. $CHRW $LSTR $JBHT $R https://www.wsj.com/business/logistics/meet-the-former-karaoke-company-that-sank-trucking-stocks-018ddde1 https://www.wsj.com/business/logistics/meet-the-former-karaoke-company-that-sank-trucking-stocks-018ddde1"
X Link 2026-02-13T02:06Z [---] followers, [---] engagements
"@HedgeVision Here is the summary of the purchases made by Director Sarah E. Farrell: $RDDT [-----] shares at $148.63 (Feb [--] 2026) [-----] shares at $149.79 (Feb [--] 2026) [----] shares at $139.27 (Feb [--] 2026) Totals: Total Shares Purchased: [-----] Average Price: $148.16"
X Link 2026-02-13T03:58Z [---] followers, [----] engagements
"@aakashgupta Google is speed-running AGI with Gemini 3: Accuracy doubled (45% 85%) Cost slashed 82% ($77 $13) Tokens reduced 99% (138k 96) They are solving harder problems with 1% of the effort. The efficiency gains are vertical. $GOOGL"
X Link 2026-02-13T06:10Z [---] followers, [----] engagements
"Google is speed-running AGI with Gemini 3: Accuracy doubled (45% 85%) Cost slashed 82% ($77 $13) Tokens reduced 99% (138k 96) They are solving harder problems with 1% of the effort. The efficiency gains are vertical. $GOOGL"
X Link 2026-02-13T06:11Z [---] followers, [---] engagements
"The Headline President Trump plans to roll back some of the steep tariffs on steel and aluminum imports that were imposed last year. Key Details The Shift: After previously hiking tariffs on metals to as high as 50% the administration is now preparing to scale them back. The Context: This move signals a potential pivot from aggressive protectionism to economic pragmatism likely to ease inflationary pressure on the US economy and reduce costs for domestic manufacturers. Related Moves: This follows recent interim trade deals (such as with India) where reciprocal tariffs were already slashed"
X Link 2026-02-13T06:18Z [---] followers, [--] engagements
"@KobeissiLetter Trump plans to roll back steep steel & aluminum tariffs to fight inflation and lower input costs for US manufacturers. This pivot from protectionism to pragmatism is a massive supply-side boost for industrials. $BA $F $CAT $X $AA https://www.ft.com/content/f2eff736-12de-4c33-9826-847d2fdf8be3 https://www.ft.com/content/f2eff736-12de-4c33-9826-847d2fdf8be3"
X Link 2026-02-13T06:21Z [---] followers, [----] engagements
"@zerohedge The cloud has evaporated. The shorts are storming the castle. $IGV $SNOW $CRM $PLTR $NET"
X Link 2026-02-13T06:28Z [---] followers, [---] engagements
"AppLovin $APP $366.91 -$89.90 (-19.68%) The "Rule of 40" is the gold standard for software excellence. AppLovin $APP is posting a Rule of [---]. Growing revenue at 45% y/y while trading at just 26x free cash flow is a statistical anomaly. The market is pricing it like a dying legacy business but the math says it's a hyper-growth compounder. https://twitter.com/i/web/status/2022203646218215606 https://twitter.com/i/web/status/2022203646218215606"
X Link 2026-02-13T06:58Z [---] followers, [---] engagements
"@DeItaone $69000 Touching the 200-week MA ($58000) has been a generational buy opportunity for a decade"
X Link 2026-02-13T17:32Z [---] followers, [---] engagements
"@DeItaone 1971: $35 / oz. Today: $5019 / oz. Central banks are buying at record levels. $GLD"
X Link 2026-02-13T17:55Z [---] followers, [--] engagements
"@KobeissiLetter The S&P [---] is priced for perfection. The rest of the world is priced for a recession that already happened. Investors are realizing they can buy the same earnings yield in Europe or Emerging Markets for a 40% discount. $VXUS $EFA $EEM $VEA $ACWX"
X Link 2026-02-13T20:03Z [---] followers, [---] engagements
"$AMZN drops 18.2% in [--] days its worst losing streak since [----]. Investors fear the $200B AI capex plan echoing early doubts about AWS. CEO Jassy urges patience citing AWS's eventual $142B success. $MSFT also enters bear market"
X Link 2026-02-14T01:51Z [---] followers, [---] engagements
"$VRT jumps on Q4 earnings beat: EPS $1.36 vs $1.29 est revs +23% to $2.88B. Backlog more than doubles to $15B. Key $NVDA partner forecasts strong [----] with sales up to $13.75B citing AI data center momentum & liquid cooling demand"
X Link 2026-02-14T01:57Z [---] followers, [--] engagements
"$AMZN & $MSFT enter bear markets (-20%+) as AI capex fears hit "Mag 7." $MAGS ETF down 11% from peak. $GOOGL -7% in a month $META gives up gains. $AAPL & $NVDA stall while $TSLA drops 7% YTD. Investors question $650B AI spend vs cloud growth"
X Link 2026-02-14T02:18Z [---] followers, [---] engagements
"Buy $EXO to own a piece of $RACE at a discount. The Agnelli-controlled holding co trades 50% below NAV but holds 20% of Ferrari plus stakes in $STLA $CNH & $PHG. With CEO Elkann's strong record value investors see a low-risk bet with "ample margin of safety.""
X Link 2026-02-14T02:23Z [---] followers, [--] engagements
"$AMAT falls 2.5% despite beating Q1 expectations. Earnings per share hit $2.45 vs $2.32 est on $7.1B revenue (+14% YoY). While AI-related orders remain strong management flagged softness in automotive & industrial chip demand. The lukewarm guidance weighed on peers $KLAC & $LRCX. https://twitter.com/i/web/status/2022498699830612200 https://twitter.com/i/web/status/2022498699830612200"
X Link 2026-02-14T02:30Z [---] followers, [--] engagements
"Pentagon used Anthropic's Claude in the Maduro raid via $PLTR but the relationship is fraying. Admin officials may cancel a $200M contract as Anthropic's safety rules clash with SecDef Hegseth's demand for AI that "fights wars." $PLTR rises 1.8% on the news"
X Link 2026-02-14T02:34Z [---] followers, [--] engagements
"Trump team weighs overhaul of steel & aluminum tariffs. Plan envisions lower rates for consumer goods (e.g. 15%) to ease inflation but 50% levies on full value of industrial imports. Aims for "nimble & nuanced" approach to shield US makers. $X $AA $NUE $STLD"
X Link 2026-02-14T02:36Z [---] followers, [--] engagements
"$RIVN skyrockets 27% ($17.73) after beating Q4 views (Rev $1.29B) & issuing strong [----] guidance. Deliveries seen at 62k-67k (vs 63k est) fueled by the upcoming Q2 launch of the mass-market R2 SUV. First annual gross profit achieved. Deutsche Bank upgrades to Buy citing "de-risked" execution. https://twitter.com/i/web/status/2022502875687989430 https://twitter.com/i/web/status/2022502875687989430"
X Link 2026-02-14T02:47Z [---] followers, [---] engagements
"$NVDA dips 2.2% to $182.81 amid a broader "Mag 7" selloff & profit-taking. Competition fears rise as Arista shifts some workloads to $AMD plus renewed China chip curb worries. Insider selling adds pressure though strong $VRT earnings confirm robust AI infra demand"
X Link 2026-02-14T02:50Z [---] followers, [---] engagements
"$DKNG plunges 13.5% to $22 on weak '26 guidance ($6.5-6.9B vs $7.32B est) & Q4 earnings miss. User growth stalls as monthly players go flat. CEO pivots to prediction markets to find new growth but analysts cut targets on the cloudy outlook"
X Link 2026-02-14T02:53Z [---] followers, [---] engagements
"$FSLY surges another 14% to $18.26 extending its massive run. Q4 beat (Rev $173M EPS $0.12) & strong '26 outlook ($700M+) fuel the move. Investors are repricing it as an "Agentic AI" play citing surging traffic demand. Analysts upgrade on the breakout"
X Link 2026-02-14T02:55Z [---] followers, [---] engagements
"$CHWY hits fresh 52-week lows closing at $24.23 (-0.25%). Stock is down 27% in a month as Zacks issues "Strong Sell" rating. Insider selling & institutional exits weigh on sentiment ahead of Q4 earnings"
X Link 2026-02-14T02:57Z [---] followers, [--] engagements
"$ANET surges 4.8% ($141.59) on strong Q4 beat (Rev +29% to $2.49B) & bullish '26 outlook ($11.25B rev). CEO says $AMD now taking 20-25% of AI pilots from $NVDA. Analysts raise PTs to $175+ citing dominant back-end network position with hyperscalers"
X Link 2026-02-14T03:01Z [---] followers, [---] engagements
"$NEE rallies 2% to $93.80 on a 10% dividend hike & strong AI data center tailwinds. Partners like $XEL & hyperscalers drive growth hopes. Stock nears 52-week highs backed by a 1.3B debt raise to fund renewable projects"
X Link 2026-02-14T03:03Z [---] followers, [--] engagements
"@DarioCpx London builds the price New York kills it. The premium/discount volatility specifically during US hours confirms the suppression is algorithmic. $SLV is the weapon of choice to keep the paper price divorced from physical reality"
X Link 2026-02-14T03:26Z [---] followers, [---] engagements
"@money_cruncher You accepted 30%+ drawdowns in $AMZN just to match the return of a risk-free T-Bill. The $6500 gap between $VOO and $AMZN is the price of thinking you can beat the market"
X Link 2026-02-14T03:37Z [---] followers, [----] engagements
"@Kalshi Amazon stock has closed lower for [--] consecutive days. The stock has fallen approximately 18% during this period. $AMZN $198.79"
X Link 2026-02-14T04:06Z [---] followers, [---] engagements
"@KobeissiLetter Investors cheered "AI" until they saw the bill. $AMZN is the first casualty of the realization that building the future costs trillions not billions"
X Link 2026-02-14T04:15Z [---] followers, [---] engagements
"$PINS sinks 17% as tariffs hit earnings. Q4 revenue ($1.32B) & guidance missed estimates. Net income plunged 85% to $277M. CEO cites "exogenous shock" from tariffs causing large retailers to pull ad spend. Layoffs of 15% planned to pivot to AI. $15.42 -$3.12 (-16.83%) https://twitter.com/i/web/status/2022531569643069518 https://twitter.com/i/web/status/2022531569643069518"
X Link 2026-02-14T04:41Z [---] followers, [---] engagements
"If you blinked this week you missed one of the most violent repricing events in biotech. Nektar Therapeutics $NKTR didnt just go up; it effectively doubled in [--] days (moving from $37 to $73). Here is the deep dive on WHY this is happening what the data actually says and why Wall Street is suddenly slapping $165+ price targets on a stock that was left for dead. https://twitter.com/i/web/status/2022534559204626532 https://twitter.com/i/web/status/2022534559204626532"
X Link 2026-02-14T04:53Z [---] followers, [---] engagements
"⚠ [--]. The Risks (Always read the fine print) Phase [--] Execution: Great Phase 2b data is promising but Phase [--] is the graveyard of biotech. They still need to replicate this in a larger population. Cash Burn: Biotech is capital intensive. While the stock is up expect them to raise cash (dilution) to fund the expensive Phase [--] trials. Competition: The Eczema market is crowded (Sanofi/Regeneron AbbVie Eli Lilly). $NKTR has to prove it's better not just good"
X Link 2026-02-14T05:02Z [---] followers, [--] engagements
"Nektar Therapeutics $NKTR $ [-----] https://www.nektar.com/ https://www.nektar.com/"
X Link 2026-02-14T05:06Z [---] followers, [---] engagements
"Short report retracted. Margins verified. Buybacks real. $4.5B in EBITDA with 82% margins while retiring [---] million shares. $APP $390.55 +$23.64 (+6.44%) https://twitter.com/i/web/status/2022550181552562592 https://twitter.com/i/web/status/2022550181552562592"
X Link 2026-02-14T05:55Z [---] followers, [---] engagements
"@great_martis We are watching the real time repricing of a dying fiat currency. They are cutting because Italy and Spain cannot refinance their sovereign debt at current yields"
X Link 2026-02-14T06:14Z [---] followers, [---] engagements
"@firstadopter Waymo does 100k rides a week. $UBER does [--] million per day. The market fears that if Waymo scales the cost per mile collapses and Uber loses its pricing power"
X Link 2026-02-14T06:29Z [---] followers, [----] engagements
"Waymo begins deploying 6th-gen "Ojai" robotaxis in SF & LA. The Geely-built EVs use cheaper sensors and improved weather tech to solidify US dominance before international expansion. A clear flex on unit economics while rivals are still testing. $GOOGL https://www.cnbc.com/2026/02/12/waymo-begins-deploying-next-gen-ojai-robotaxis-to-extend-its-us-lead.html https://www.cnbc.com/2026/02/12/waymo-begins-deploying-next-gen-ojai-robotaxis-to-extend-its-us-lead.html"
X Link 2026-02-14T06:59Z [---] followers, [---] engagements
"@yasutaketin $GOOGL is transitioning from a high margin software business to a capital intensive hardware utility"
X Link 2026-02-14T23:47Z [---] followers, [---] engagements
"@map_universe ChromeClaude AI $MSFT $AAPL"
X Link 2026-02-15T03:38Z [---] followers, [---] engagements
"@mokoocn [--] $DIS $WBD"
X Link 2026-02-15T06:47Z [---] followers, [---] engagements
"@minchoi The "Seat Economy" is officially dead. Why pay $2000/month for a seat when a $20/month agent does 80% of the work This is not just a correction. It is an extinction event for companies that sell inefficiency. The new metric isn't ARR it's "Work Completed". $TRI $RELX"
X Link 2026-02-04T16:11Z [---] followers, [----] engagements
"Dow Theory just flashed the ultimate green light. 🟢 Industrials and Transports hitting ATHs simultaneously confirms this is a structural bull market not just AI hype. Physical volume is expanding. $ODFL $SPX"
X Link 2026-02-07T04:39Z [---] followers, [---] engagements
"@hajiyev_rashad The dollar is the bubble. Gold is the pin. 🎈 Gold did not rally. The dollar simply collapsed against real assets. $5k tracks the M2 money supply expansion perfectly. $GLD $SLV"
X Link 2026-02-09T02:55Z [---] followers, [---] engagements
"Holtec files for $10B+ IPO. Biggest nuclear listing in years. Key catalysts: Reopening Palisades plant & deploying SMRs with federal backing. The nuclear renaissance is hitting the public markets. $CCJ $LEU $OKLO $SMR $URA"
X Link 2026-02-10T17:22Z [---] followers, [----] engagements
"$VVV rebounds 2.2% to $38.53 shaking off a 3% drop. Investors bought the dip after JPMorgan downgraded the stock to "Underweight" on Breeze integration risks but raised the PT to $35. Bulls remain focused on the recent Q1 earnings beat and strong momentum"
X Link 2026-02-14T03:08Z [---] followers, [---] engagements
"@TrendSpider 20% growth never justified a 70x multiple. That was the anomaly. The market is simply correcting the equation to match reality. $NOW"
X Link 2026-02-14T03:44Z [---] followers, [---] engagements
"🧵 [--]. The Catalyst: Its Not Just "Good" Data Its "Durable" Data On Tuesday (Feb 10) Nektar dropped 52-week data from the REZOLVE-AD Phase 2b study for rezpegaldesleukin (rezpeg). Everyone knew the drug worked initially. The fear was that the effect would fade. The data crushed that fear: Durability: The drug showed "deepening" responses over time. The "Holy Grail" (EASI-100): 20-30% of patients achieved complete skin clearance. In the world of Eczema (Atopic Dermatitis) getting to 100% clear skin is the gold standard. Quarterly Dosing (Q12W): This is the killer app. Competitors like Dupixent"
X Link 2026-02-14T04:56Z [---] followers, [--] engagements
"🔬 [--]. The Mechanism: Validating the "Treg" Thesis This isn't just about Eczema. $NKTR is a play on Regulatory T Cells (Tregs). The thesis: Instead of just blocking inflammation (like JAK inhibitors) you "teach" the immune system to calm down. For years the Treg space has been a graveyard of failed trials. This data is one of the first major validations that a Treg stimulator can actually deliver maintenance efficacy in a major autoimmune disease. If it works in Eczema where else does it work That is the question repricing the stock. https://twitter.com/i/web/status/2022535927592055102"
X Link 2026-02-14T04:58Z [---] followers, [---] engagements
"@KobeissiLetter Buying a [---] year bond from a tech company is insanity. The sector reinvents itself every decade. Motorola [----]. $GOOGL 2026"
X Link 2026-02-14T18:26Z [---] followers, [--] engagements
"@mark_k @mokoocn 1/8th cost for 10x duration is not an upgrade. It is a market clearing event. The $200M barrier to entry for feature films just evaporated. $DIS $WBD"
X Link 2026-02-14T21:34Z [---] followers, [---] engagements
"@zerohedge "Creative Destruction" is Wall Street code for mass layoffs. Goldman is bullish because they know AI replaces OpEx (humans) with CapEx (software). Margins expand stock prices rise and the labor market collapses. They are long the P&L and short the middle class"
X Link 2026-02-15T04:15Z [---] followers, [---] engagements
"@p_ferragu Lag is the ultimate buy signal for $NVDA. We need more chips. $TSM $AMD $AVGO $MU"
X Link 2026-02-15T07:17Z [---] followers, [--] engagements
"@firstadopter It definitely would be. That capacity would allow for running much larger more capable models entirely offline which is a huge win for both performance and privacy"
X Link 2026-02-15T19:50Z [---] followers, [--] engagements
"Warner Bros. Weighs Reopening Sale Negotiations with Paramount $WBD $PARA $NFLX https://www.bloomberg.com/news/articles/2026-02-15/warner-bros-weighs-reopening-sale-negotiations-with-paramountembedded-checkout=true https://www.bloomberg.com/news/articles/2026-02-15/warner-bros-weighs-reopening-sale-negotiations-with-paramountembedded-checkout=true"
X Link 2026-02-15T20:14Z [---] followers, [---] engagements
"Warner Bros. Weighs Reopening Sale Negotiations with Paramount $WBD $PARA $NFLX https://www.wsj.com/business/media/where-the-battle-for-warner-bros-stands-now-5fd67999 https://www.wsj.com/business/media/where-the-battle-for-warner-bros-stands-now-5fd67999"
X Link 2026-02-15T20:16Z [---] followers, [---] engagements
"@niccruzpatane Waymo is a taxi service. Tesla is a mobile living room. From an app that acts as a command center to a 60fps in-car theater Tesla owns the entire digital experience. When the steering wheel is gone the screen is the product. $TSLA $GOOGL"
X Link 2026-02-15T20:26Z [---] followers, [---] engagements
"Consumer staples are soaring 15.5% YTD in [----] as investors rotate out of tech and into defensive stocks. The sector is now the 3rd best performer in the S&P [---] trailing only Materials & Energy. $XLP $XLK $SPY https://www.cnbc.com/2026/02/15/consumer-staples-are-rallying-in-2026-heres-whats-driving-the-surge.htmltaid=6991cf9d4fe0d800012ae5bb&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter"
X Link 2026-02-15T21:08Z [---] followers, [--] engagements
"@KobeissiLetter This proves the damage is structural rather than cyclical. In [----] people lost jobs but eventually returned to the office. Now the jobs exist but the desks are empty. You cannot refinance a building with 60% occupancy at 7% rates. The keys are in the mail. $KRE"
X Link 2026-02-07T22:23Z [---] followers, [---] engagements
"@KobeissiLetter $124B in tariffs is a drop in the bucket against $38T in debt"
X Link 2026-02-14T21:26Z [---] followers, 12.2K engagements
"@yukimamax $GOOGL $AMZN CAPEX"
X Link 2026-02-15T00:14Z [---] followers, [----] engagements
"Deutsche Bank identifies [--] buys in the software selloff: Cellebrite $CLBT Salesforce $CRM Intuit $INTU ServiceNow $NOW"
X Link 2026-02-15T06:10Z [---] followers, [---] engagements
"More Americans are severely behind on their debt payments now than at any time in over a decade. Credit Cards: 12.7% of all credit card debt is more than [--] days overdue. This is the worst rate since [----]. Car Loans: 5.2% of all auto loans are more than [--] days overdue. This is the worst rate since [----]. https://twitter.com/i/web/status/2022921638258290840 https://twitter.com/i/web/status/2022921638258290840"
X Link 2026-02-15T06:31Z [---] followers, [---] engagements
"@DeItaone Peace through superior firepower. The USS Ford is not there for a photo op. 🚢✈"
X Link 2026-02-15T20:44Z [---] followers, [---] engagements
"Warner Bros. Weighs Reopening Sale Negotiations with Paramount $WBD $PARA $NFLX https://finance.yahoo.com/news/warner-bros-weighs-reopening-sale-195058251.html https://finance.yahoo.com/news/warner-bros-weighs-reopening-sale-195058251.html"
X Link 2026-02-15T20:50Z [---] followers, [---] engagements
"Wix just announced a massive $2B share repurchase for 2026-2027. Represents 40% of market cap. Backed by $550M+ FCF & $890M cash. Targeting shares & debt to boost shareholder value. $WIX"
X Link 2026-02-15T21:23Z [---] followers, [---] engagements
"@CGasparino @wbd $WBD might reopen talks with $PSKY because a $NFLX merger faces massive antitrust hurdles. Regulators fear a Netflix monopoly while $PSKY is seen as a "cleaner" deal with a lower legal risk. It is a choice between a dream partner and one that can actually close"
X Link 2026-02-15T21:40Z [---] followers, [---] engagements
"Warner Bros. Weighs Reopening Sale Negotiations with Paramount $WBD $PARA $NFLX https://www.cnbc.com/2026/02/15/warner-bros-discovery-paramount-netflix.htmltaid=69924bf6e03fbc00010194e1&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter https://www.cnbc.com/2026/02/15/warner-bros-discovery-paramount-netflix.htmltaid=69924bf6e03fbc00010194e1&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter"
X Link 2026-02-15T23:09Z [---] followers, [---] engagements
"@KobeissiLetter This is why the average car age is hitting record highs. People are not upgrading because the value prop is gone. Most of us are just trying to keep the [----] Sedan running. $ORLY $AZO"
X Link 2026-02-16T00:53Z [---] followers, [--] engagements
"@QualityInvest5 The "DOGE tax app" is an existential threat to $INTU. Musk plans a free AI-driven gov app to auto-fill taxes and make filing "zero-click." Intuit's business relies on complexity. If the government finally builds a product that works the TurboTax moat evaporates"
X Link 2026-02-16T02:08Z [---] followers, [---] engagements
"@CGasparino Merging the #1 and #3 streamers was never passing a Trump DOJ. Antitrust is the ultimate deal killer. $NFLX was a dream. $PARA is the reality"
X Link 2026-02-16T03:06Z [---] followers, [---] engagements
"@sentdefender High-stakes US-Iran nuclear talks resume Tuesday in Geneva. Trumps envoys (Kushner/Witkoff) meet Iranian officials. The Standoff: Iran offers to limit uranium for sanctions relief; US / Israel want stricter disarmament. Failure risks "traumatic" conflict"
X Link 2026-02-16T03:37Z [---] followers, [---] engagements
"Nintendo Co. Ltd. $NTDOY $13.75 They hit 17.37M by Dec [--]. Guidance implies absurd 500k/mo sales for Q4. With Switch [--] momentum they've likely already crossed 19M. Is it possible a massive beat in May of 21M+ https://twitter.com/i/web/status/2023243435709215094 https://twitter.com/i/web/status/2023243435709215094"
X Link 2026-02-16T03:49Z [---] followers, [---] engagements
"@jukan05 Kioxia (and $WDC) now have unlimited pricing power. Kioxia: Tokyo Stock Exchange (TSE) Ticker: 285A Formerly known as Toshiba. Japanese semiconductor company specializing in NAND flash memory and solid-state drives (SSDs). $MU"
X Link 2026-02-16T04:31Z [---] followers, [----] engagements
"Activist Starboard Value seeks control of Tripadvisor's $TRIP board nominating a majority slate. With a 9% stake the firm escalates pressure after a Q4 earnings miss. Starboard previously urged a sale of the company or its TheFork unit"
X Link 2026-02-17T02:38Z [---] followers, [--] engagements
"Why did CPS Technologies Corporation $CPSH skyrocket this year The 2027-2028 thermal crisis. As AI accelerators push toward 2300-3000W (NVDA Rubin Ultra: 2300W AMD MI450X: 2500W) copper/aluminum can't handle the heat flux anymore. Enter AlSiC (Aluminum Silicon Carbide) a metal matrix composite from aerospace/defense that survives tens of thousands of thermal cycles without failing. The problem: Rubin Ultra NVL576 racks hit extreme power densities Traditional copper lids face mass-production issues at volume 3D stacked packages (SoIC) warp under thermal stress Weight becomes a literal"
X Link 2026-02-05T04:57Z [---] followers, [----] engagements
"Steel & aluminum stocks slide on reports Trump may cut tariffs to ease consumer prices. Producers $STLD $NUE $RS $AA drop while metal users $F $GM $CPB rise on hopes of lower costs"
X Link 2026-02-14T01:54Z [---] followers, [--] engagements
"The Verdict: $NKTR has shifted from a "show me" story to a "platform validation" story. The market is paying a premium for the quarterly dosing potential. If they can offer Dupixent-like efficacy with 1/6th the injections this is a multi-billion dollar drug. https://twitter.com/i/web/status/2022537067029229897 https://twitter.com/i/web/status/2022537067029229897"
X Link 2026-02-14T05:03Z [---] followers, [---] engagements
"@WarMonitor3 France planned to shut [--] reactors to appease activists. The energy crisis & Ukraine war proved this was a disaster. Macron realized reliable power ideology. He reversed the policy: the plants stay open and [--] new ones are being built"
X Link 2026-02-15T20:09Z [---] followers, [----] engagements
"@sentdefender You do not discuss refueling tracks and airspace corridors unless the operation is imminent. These are tactical logistics not strategic theories. The timeline has moved from "if" to "when.""
X Link 2026-02-15T20:58Z [---] followers, [----] engagements
"@Mr_Derivatives It is the Credit Card Competition Act. The $V / $MA duopoly is facing its first real legislative threat in a decade. Combine fee caps with a weakening consumer and the multiple compression makes perfect sense"
X Link 2026-02-15T21:57Z [---] followers, [---] engagements
"@Cyber_Trailer Reliability is not measured in miles driven. It is measured in the ability to recover from a stalemate. Right now Waymo's recovery protocol is just "be a brick." This is why geofencing is a dead end. Real autonomy requires $TSLA style vision only logic to actually scale"
X Link 2026-02-15T22:19Z [---] followers, [---] engagements
"@DiscussingFilm Warner Bros. has a contract with Netflix. If they break it to marry Paramount instead the penalty is $2.8 billion. Paramount wants the marriage so badly that they told Warner Bros: "Break up with them. We will pay the fine for you." $WBD $PARA $NFLX"
X Link 2026-02-16T02:13Z [---] followers, [----] engagements
"@Barchart 2026: $38T 2030: $43T 2034: $49T"
X Link 2026-02-16T02:40Z [---] followers, [--] engagements
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