[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @TheShortBear THE SHORT BEAR THE SHORT BEAR posts on X about tariffs, baba, $baba, china the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::3229256723/interactions)  - X Week XXXXXXX +16% - X Month XXXXXXXXX +68% - X Months XXXXXXXXXX +322% - X Year XXXXXXXXXX +8.10% ### Mentions: XX [#](/creator/twitter::3229256723/posts_active)  - X Week XX -XX% - X Month XXX +56% - X Months XXX +80% - X Year XXX -XXXX% ### Followers: XXXXXXX [#](/creator/twitter::3229256723/followers)  - X Week XXXXXXX +0.34% - X Month XXXXXXX +1.60% - X Months XXXXXXX +26% - X Year XXXXXXX +45% ### CreatorRank: XXXXXXX [#](/creator/twitter::3229256723/influencer_rank)  ### Social Influence [#](/creator/twitter::3229256723/influence) --- **Social category influence** [stocks](/list/stocks) #4081 [finance](/list/finance) #5284 [countries](/list/countries) XX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) #1799 [exchanges](/list/exchanges) XXXX% **Social topic influence** [tariffs](/topic/tariffs) #293, [baba](/topic/baba) #1003, [$baba](/topic/$baba) #58, [china](/topic/china) #1981, [$meli](/topic/$meli) 4.29%, [googl](/topic/googl) 4.29%, [$googl](/topic/$googl) 4.29%, [mega](/topic/mega) #232, [$bmnr](/topic/$bmnr) #13, [$unh](/topic/$unh) XXXX% **Top accounts mentioned or mentioned by** [@candlehigh](/creator/undefined) [@realsimpleariel](/creator/undefined) [@thealte22837262](/creator/undefined) [@fidelisaurelius](/creator/undefined) [@connorjbates_](/creator/undefined) [@felipeguirao2](/creator/undefined) [@terpstrader1](/creator/undefined) [@gh9876543my](/creator/undefined) [@tqw5fbc2p6](/creator/undefined) [@barchart](/creator/undefined) [@ubereats](/creator/undefined) [@uber](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@nautiluscap](/creator/undefined) [@randombanker1](/creator/undefined) [@n_cohen7](/creator/undefined) [@silver__santa](/creator/undefined) [@bhavjotsingh007](/creator/undefined) [@matt_solomon10](/creator/undefined) [@philippbuchli1](/creator/undefined) **Top assets mentioned** [Alibaba Group (BABA)](/topic/$baba) [MercadoLibre Inc (MELI)](/topic/$meli) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [BitMine (BMNR)](/topic/$bmnr) [UnitedHealth Group (UNH)](/topic/$unh) [Strategy (MSTR)](/topic/$mstr) [CEREAL (CEP)](/topic/$cep) [Brookfield Corporation (BN)](/topic/$bn) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [NuCypher (NU)](/topic/$nu) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Uber Technologies, Inc. (UBER)](/topic/$uber) [GameStop, Corp. (GME)](/topic/$gme) [Bank of America (BAC)](/topic/bank-of-america) [Goldman Sachs (GS)](/topic/goldman-sachs) ### Top Social Posts [#](/creator/twitter::3229256723/posts) --- Top posts by engagements in the last XX hours "$CEP -Building out a new MSTR. -Softbank & Tether backers -Lutnick son involved (PR potential) -trading 1.5x NAV or at discount to $MSTR initially -10mil float with shorts from arbitrage play -Spac limiting offering or sellers $DWAC used as a template. This had a lot of parallels including the technicals to start with. Played it accordingly. X. Started on day X afterhours ending in a $XX buy via 100k (see print ah). (23rd) X. Sold into parabolic the next day and bought dips into the close. (24th) X. Sold partial into retest of the highs and left the rest on looking at $DWAC as the"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1918074542045663463) 2025-05-01 22:46:21 UTC 159.8K followers, 123.1K engagements "@RealSimpleAriel Agree very much with the thoughts. Lets see if we rotate back into value like $UNH and alike. Trade deals led to sell offs in EM as well over the past weeks lets see if those need August to rotate back Good thing is we should have an answer by the end of next week"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1944051435009978517) 2025-07-12 15:09:15 UTC 159.8K followers, 4967 engagements "Quality at a fair price pays. A lesson I thought I knew but once again too small no matter the size $BN was quality at a bargain"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1945586691504214237) 2025-07-16 20:49:49 UTC 159.8K followers, 18.6K engagements "Same recycled news as in May. $UNH keeps on being sold on old news"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1942896571877650920) 2025-07-09 10:40:14 UTC 159.7K followers, 23.4K engagements "$BABA Make or break. Multiyear support XX & 200ema convergence. Tariffs still carry risk into the summer but is it perhaps priced in Full disclosure added to my position over the past week. The RR is tight and there is plenty of room to continue higher if it wants to turn"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1944874788608204891) 2025-07-14 21:40:58 UTC 159.8K followers, 43.8K engagements "$BABA is in my top X of top wins ever after last years leveraged bet that carried the portfolio higher by triple digits % earlier this year. Despite the result a large part was given back as tariffs hit China hard. I consider this my second attempt to build a position starting with this tight EV/RR setup which hopefully lets me compound the position down the line"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1944875280239317056) 2025-07-14 21:42:55 UTC 159.8K followers, 13K engagements "$BABA back on the AI train. NVIDIA To Resume China H20 Sales As US Backs Job-Creation Push - Sources CEO Huang Met Trump US Policymakers To Reaffirm Support For Administrations Employment Drive Will Resume H20 Sales To China With New Fully Compliant GPU US Government Has Assured NVIDIA That Licences Will Be Granted; Deliveries Expected Soon"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1945010890580922586) 2025-07-15 06:41:47 UTC 159.8K followers, 17.3K engagements "@TheAlte22837262 No I wouldnt bet against deep moat compounders with efficiency of scale. Same goes for constellation Autozone and alike"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1943710213007159684) 2025-07-11 16:33:21 UTC 159.8K followers, 1022 engagements "Same goes for $NU if anything indirect impact on GDP and through it consumer spending but nothing substantial and especially not discounting over multiple years Also got to keep in mind $MELI is an Argentinian company and they just closed on X% for XX% of exports potential beta from the Argentinian ETF side"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1943072450914451576) 2025-07-09 22:19:07 UTC 159.8K followers, 3304 engagements "Something to note about late last week. Weakness and moving averages breaking down on leaders. Quantum starting to fail mega leaders like $BMNR crushed. Momentum took it to the chin late last week a change in behavior thats unlike what we have seen a a while. This could be a breather or the first end of this mega cycle in momentum at least. Hopefully we see rotation back into value EM or alike and not a general breakdown"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1944035653857005636) 2025-07-12 14:06:32 UTC 159.8K followers, 68.6K engagements "BREAKING: President Trump says reports of him firing Fed Chair Powell are not true. This is not a mistake this is a test to see how the market would react. We have seen it with Tariffs and around every major negotiation including the Iran war. Dont get me wrong this is a valid way to handle it. Moral aside if your primary job is perceived as creating wealth for your people listening to markets is a direct way to do so. The Yields and markets threw a small tantrum and instantly recovered once it got proven wrong"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1945619510460870852) 2025-07-16 23:00:13 UTC 159.8K followers, 16.7K engagements "Treasury Secretary Bessent says hes prepared to replace Fed Chair Jerome Powell if President Trump requests it. The storyline has been shifting over the past month. First FED members started to align with Trump as Powells term gets closer to its end. Next we saw Bessent make an appearance on TV for an interview and when asked about his potential involvement as a new FED chair he did not deny the idea. Now the implicit message shifts to explicit all while Trump continues to bombard Powell via social media. This comes at a very specific time Trump needed the votes to push the Beautiful Bill"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1941520424363233578) 2025-07-05 15:31:55 UTC 159.7K followers, 46K engagements "Thrust activated. Very strong forward returns for this signal. A Zweig Breadth Thrust gets triggered when the 10-day moving average of advancing stocks on the NYSE rises from below XX% to above XXXX% within XX trading days"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1915517641789243467) 2025-04-24 21:26:09 UTC 159.8K followers, 63.6K engagements "Its easy to underestimate long-term growth when focusing solely on current market share. But thats often a misleading lens especially in a world thats still rapidly digitalizing and expanding its online footprint. Despite already commanding massive scale $GOOGL remains at the heart of nearly every major digital transition. From its dominance in search and email to Youtubes role as the worlds largest video platform to Androids presence in billions of devices Googles infrastructure powers much of the digital economy. Thats not even mentioning emerging verticals like Waymo Google cloud and"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1942897933080232238) 2025-07-09 10:45:39 UTC 159.8K followers, 15.8K engagements "As the flows rotate especially after last week and the notable weakness in momentum names the path for rotation into lagging spaces opens up. Notably healthcare looks prime to start outperforming again. We have never seen such relative weakness Plenty of high quality companies in healthcare offering great deals right now"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1944222857384669347) 2025-07-13 02:30:25 UTC 159.8K followers, 34.5K engagements "$MELI MercadoLibre Inc. Upgraded To Investment Grade On Stronger Credit Metrics And Operating Performance Outlook Stable"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1943453158954373348) 2025-07-10 23:31:55 UTC 159.8K followers, 12.6K engagements "Deutsche Bank sees positioning as neutral with room to grow. We just managed to move out of under-positioned according to their data"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1944128988370415852) 2025-07-12 20:17:25 UTC 159.8K followers, 21.6K engagements "The issue was quickly resolved. Thank you to the Uber team and their very responsiveness which reflects what I expected from their support team and platform. The issue was explained and a resolution was found with a few minutes. Great to see that even when mistakes happen these are quickly resolved. Happy shareholder and customer thank you"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1941159310412697887) 2025-07-04 15:36:59 UTC 159.8K followers, 12.1K engagements "The global stock market is breaking out to the upside after a 3.5-year consolidation phase. We are seeing most central banks and economies shifting toward easing policies while AI is introducing a new wave of technological innovation. When it comes to the ideal setup for a bubble to form conditions rarely align more perfectly. Short- to medium-term risks such as tariffs higher interest rates geopolitical conflicts and similar disruptions may create bouts of volatility. Yet its easy to lose perspective and forget to zoom out focusing instead on broader long-term drivers like liquidity cycles"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1941625897548746891) 2025-07-05 22:31:02 UTC 159.8K followers, 68.2K engagements "Thoughts about risks. Perhaps the greatest risk isnt a recession or economic slowdown its getting too distracted by the noise. The drama and headline theatrics surrounding the Trump administration and its legislation could overshadow a more subtle force: AI-driven growth quietly accelerating beneath the surface. This isnt even my base case but markets rarely stumble where everyones looking. A stealth bull market unfolding amid policy chaos and indecision would make it exceptionally difficult for investors to be properly positioned. A sort of market where the admin drives a -XX% move hidden"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1921654045938204725) 2025-05-11 19:50:01 UTC 159.8K followers, 34.7K engagements "@FidelisAurelius @NautilusCap Yes. Correlation is the same tool to me as pattern recognition a variation of it. 12y of success using it. Its not the holy grail but helps to pinpoint important or dangerous inflection points"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1944028457999933771) 2025-07-12 13:37:57 UTC 159.7K followers, 1003 engagements "The majority of nations are seeing better tariff terms. The ones that are getting bigger tariffs seems to have a few things in common: Agriculture & Automobile. These countries also pushed back on Trump politically. Trump had been campaigning promising farming and car manufacturing jobs would benefit this is likely his solution to it"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1943297552587067701) 2025-07-10 13:13:35 UTC 159.8K followers, 12.4K engagements "AI is driving this stealth and narrow bull market. Many issues are arising but the market keeps on climbing the wall of worry"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1944020027130491078) 2025-07-12 13:04:27 UTC 159.8K followers, 17.5K engagements "Let me get this straight. Kitty was long 120k contracts of the June 21st calls. He could have sold at about XX or call it even VWAP or $XXXX. That would have netted him +$84295200. Instead he now has to gamble for $GME to be over $XXXXX by June 21st to even make money. Now on top of it keep in mind that it also means that the entire 12mil shares equivalent (120k contracts) still needs to be sold given Kitty probably does not have the cash to even exercise the calls. If he gets the cash it will likley be by selling his 5mil shares to offset it. meaning selling either way. (apart from if he"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1797733439094825127) 2024-06-03 20:53:46 UTC 159.8K followers, 1.3M engagements "Crypto is the only asset class truly showing the effect of the easing liquidity increase and devaluation of the dollar. Contrary to prior higher rates regime the general environment has been rerating stocks higher to account for it"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1943682564926898507) 2025-07-11 14:43:30 UTC 159.8K followers, 28.1K engagements "Buybacks are driving this market higher according to Bank of America"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1944538701003952486) 2025-07-13 23:25:28 UTC 159.8K followers, 22.8K engagements "I initiated a long Argentina position today. Milei truly turned the ship around and is pulling on the right levers. Recent $MELI earnings showed a very strong acceleration as well. Some of the tail benefits I could see happen: -Massive Commodity Boom (Lithium Gas Soy) -Argentina holds XX% of the worlds lithium reserves (Lithium Triangle). -Vaca Muerta shale formation could make Argentina a top-10 gas exporter. -Emerging Market Reclassification or Inclusion MSCI upgrade (from Frontier or Standalone) or passive flow from re-inclusion into EM indices. -Capital inflows IMF support and FDI revival"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1920870420397297883) 2025-05-09 15:56:10 UTC 159.8K followers, 44.1K engagements "China is not hurting. Especially not as they keep injecting liquidity and close deals with trade partners. The much feared tariffs havent hurt the dragon"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1945092666238042265) 2025-07-15 12:06:44 UTC 159.8K followers, 15.3K engagements "Expecting Deepmind to drastically change $GOOGL valuation over the next 5y"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1943799966738100349) 2025-07-11 22:30:00 UTC 159.8K followers, 31.5K engagements "None. In for the long term earnings recovery and the adjusted pricing cycle will take some time to reflect into 2026 but the market will likely reflect that in advance. What matters is the fake headlines to stop dropping or being bought up as well as resolution on the DOJ matter which I see as mostly priced and misguided as well reiterating a lot of old news. Simply emotional selling out there imo"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1945264826806362175) 2025-07-15 23:30:50 UTC 159.8K followers, XXX engagements "Goldman Sachs telling us the cost of the tariffs will be nothing more than an additional big tax for the US consumer"  [@TheShortBear](/creator/x/TheShortBear) on [X](/post/tweet/1942580448191996062) 2025-07-08 13:44:04 UTC 159.8K followers, 12.1K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@TheShortBear THE SHORT BEAR
THE SHORT BEAR posts on X about tariffs, baba, $baba, china the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +16%
- X Month XXXXXXXXX +68%
- X Months XXXXXXXXXX +322%
- X Year XXXXXXXXXX +8.10%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +56%
- X Months XXX +80%
- X Year XXX -XXXX%
Followers: XXXXXXX #
- X Week XXXXXXX +0.34%
- X Month XXXXXXX +1.60%
- X Months XXXXXXX +26%
- X Year XXXXXXX +45%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #4081 finance #5284 countries XX% technology brands XXXX% cryptocurrencies #1799 exchanges XXXX%
Social topic influence tariffs #293, baba #1003, $baba #58, china #1981, $meli 4.29%, googl 4.29%, $googl 4.29%, mega #232, $bmnr #13, $unh XXXX%
Top accounts mentioned or mentioned by @candlehigh @realsimpleariel @thealte22837262 @fidelisaurelius @connorjbates_ @felipeguirao2 @terpstrader1 @gh9876543my @tqw5fbc2p6 @barchart @ubereats @uber @stockmarketnerd @nautiluscap @randombanker1 @n_cohen7 @silver__santa @bhavjotsingh007 @matt_solomon10 @philippbuchli1
Top assets mentioned Alibaba Group (BABA) MercadoLibre Inc (MELI) Alphabet Inc Class A (GOOGL) BitMine (BMNR) UnitedHealth Group (UNH) Strategy (MSTR) CEREAL (CEP) Brookfield Corporation (BN) Robinhood Markets, Inc. (HOOD) NuCypher (NU) Deutsche Bank Aktiengesellschaft (DB) Uber Technologies, Inc. (UBER) GameStop, Corp. (GME) Bank of America (BAC) Goldman Sachs (GS)
Top Social Posts #
Top posts by engagements in the last XX hours
"$CEP -Building out a new MSTR. -Softbank & Tether backers -Lutnick son involved (PR potential) -trading 1.5x NAV or at discount to $MSTR initially -10mil float with shorts from arbitrage play -Spac limiting offering or sellers $DWAC used as a template. This had a lot of parallels including the technicals to start with. Played it accordingly. X. Started on day X afterhours ending in a $XX buy via 100k (see print ah). (23rd) X. Sold into parabolic the next day and bought dips into the close. (24th) X. Sold partial into retest of the highs and left the rest on looking at $DWAC as the"
@TheShortBear on X 2025-05-01 22:46:21 UTC 159.8K followers, 123.1K engagements
"@RealSimpleAriel Agree very much with the thoughts. Lets see if we rotate back into value like $UNH and alike. Trade deals led to sell offs in EM as well over the past weeks lets see if those need August to rotate back Good thing is we should have an answer by the end of next week" @TheShortBear on X 2025-07-12 15:09:15 UTC 159.8K followers, 4967 engagements
"Quality at a fair price pays. A lesson I thought I knew but once again too small no matter the size $BN was quality at a bargain" @TheShortBear on X 2025-07-16 20:49:49 UTC 159.8K followers, 18.6K engagements
"Same recycled news as in May. $UNH keeps on being sold on old news" @TheShortBear on X 2025-07-09 10:40:14 UTC 159.7K followers, 23.4K engagements
"$BABA Make or break. Multiyear support XX & 200ema convergence. Tariffs still carry risk into the summer but is it perhaps priced in Full disclosure added to my position over the past week. The RR is tight and there is plenty of room to continue higher if it wants to turn" @TheShortBear on X 2025-07-14 21:40:58 UTC 159.8K followers, 43.8K engagements
"$BABA is in my top X of top wins ever after last years leveraged bet that carried the portfolio higher by triple digits % earlier this year. Despite the result a large part was given back as tariffs hit China hard. I consider this my second attempt to build a position starting with this tight EV/RR setup which hopefully lets me compound the position down the line" @TheShortBear on X 2025-07-14 21:42:55 UTC 159.8K followers, 13K engagements
"$BABA back on the AI train. NVIDIA To Resume China H20 Sales As US Backs Job-Creation Push - Sources CEO Huang Met Trump US Policymakers To Reaffirm Support For Administrations Employment Drive Will Resume H20 Sales To China With New Fully Compliant GPU US Government Has Assured NVIDIA That Licences Will Be Granted; Deliveries Expected Soon" @TheShortBear on X 2025-07-15 06:41:47 UTC 159.8K followers, 17.3K engagements
"@TheAlte22837262 No I wouldnt bet against deep moat compounders with efficiency of scale. Same goes for constellation Autozone and alike" @TheShortBear on X 2025-07-11 16:33:21 UTC 159.8K followers, 1022 engagements
"Same goes for $NU if anything indirect impact on GDP and through it consumer spending but nothing substantial and especially not discounting over multiple years Also got to keep in mind $MELI is an Argentinian company and they just closed on X% for XX% of exports potential beta from the Argentinian ETF side" @TheShortBear on X 2025-07-09 22:19:07 UTC 159.8K followers, 3304 engagements
"Something to note about late last week. Weakness and moving averages breaking down on leaders. Quantum starting to fail mega leaders like $BMNR crushed. Momentum took it to the chin late last week a change in behavior thats unlike what we have seen a a while. This could be a breather or the first end of this mega cycle in momentum at least. Hopefully we see rotation back into value EM or alike and not a general breakdown" @TheShortBear on X 2025-07-12 14:06:32 UTC 159.8K followers, 68.6K engagements
"BREAKING: President Trump says reports of him firing Fed Chair Powell are not true. This is not a mistake this is a test to see how the market would react. We have seen it with Tariffs and around every major negotiation including the Iran war. Dont get me wrong this is a valid way to handle it. Moral aside if your primary job is perceived as creating wealth for your people listening to markets is a direct way to do so. The Yields and markets threw a small tantrum and instantly recovered once it got proven wrong" @TheShortBear on X 2025-07-16 23:00:13 UTC 159.8K followers, 16.7K engagements
"Treasury Secretary Bessent says hes prepared to replace Fed Chair Jerome Powell if President Trump requests it. The storyline has been shifting over the past month. First FED members started to align with Trump as Powells term gets closer to its end. Next we saw Bessent make an appearance on TV for an interview and when asked about his potential involvement as a new FED chair he did not deny the idea. Now the implicit message shifts to explicit all while Trump continues to bombard Powell via social media. This comes at a very specific time Trump needed the votes to push the Beautiful Bill" @TheShortBear on X 2025-07-05 15:31:55 UTC 159.7K followers, 46K engagements
"Thrust activated. Very strong forward returns for this signal. A Zweig Breadth Thrust gets triggered when the 10-day moving average of advancing stocks on the NYSE rises from below XX% to above XXXX% within XX trading days" @TheShortBear on X 2025-04-24 21:26:09 UTC 159.8K followers, 63.6K engagements
"Its easy to underestimate long-term growth when focusing solely on current market share. But thats often a misleading lens especially in a world thats still rapidly digitalizing and expanding its online footprint. Despite already commanding massive scale $GOOGL remains at the heart of nearly every major digital transition. From its dominance in search and email to Youtubes role as the worlds largest video platform to Androids presence in billions of devices Googles infrastructure powers much of the digital economy. Thats not even mentioning emerging verticals like Waymo Google cloud and" @TheShortBear on X 2025-07-09 10:45:39 UTC 159.8K followers, 15.8K engagements
"As the flows rotate especially after last week and the notable weakness in momentum names the path for rotation into lagging spaces opens up. Notably healthcare looks prime to start outperforming again. We have never seen such relative weakness Plenty of high quality companies in healthcare offering great deals right now" @TheShortBear on X 2025-07-13 02:30:25 UTC 159.8K followers, 34.5K engagements
"$MELI MercadoLibre Inc. Upgraded To Investment Grade On Stronger Credit Metrics And Operating Performance Outlook Stable" @TheShortBear on X 2025-07-10 23:31:55 UTC 159.8K followers, 12.6K engagements
"Deutsche Bank sees positioning as neutral with room to grow. We just managed to move out of under-positioned according to their data" @TheShortBear on X 2025-07-12 20:17:25 UTC 159.8K followers, 21.6K engagements
"The issue was quickly resolved. Thank you to the Uber team and their very responsiveness which reflects what I expected from their support team and platform. The issue was explained and a resolution was found with a few minutes. Great to see that even when mistakes happen these are quickly resolved. Happy shareholder and customer thank you" @TheShortBear on X 2025-07-04 15:36:59 UTC 159.8K followers, 12.1K engagements
"The global stock market is breaking out to the upside after a 3.5-year consolidation phase. We are seeing most central banks and economies shifting toward easing policies while AI is introducing a new wave of technological innovation. When it comes to the ideal setup for a bubble to form conditions rarely align more perfectly. Short- to medium-term risks such as tariffs higher interest rates geopolitical conflicts and similar disruptions may create bouts of volatility. Yet its easy to lose perspective and forget to zoom out focusing instead on broader long-term drivers like liquidity cycles" @TheShortBear on X 2025-07-05 22:31:02 UTC 159.8K followers, 68.2K engagements
"Thoughts about risks. Perhaps the greatest risk isnt a recession or economic slowdown its getting too distracted by the noise. The drama and headline theatrics surrounding the Trump administration and its legislation could overshadow a more subtle force: AI-driven growth quietly accelerating beneath the surface. This isnt even my base case but markets rarely stumble where everyones looking. A stealth bull market unfolding amid policy chaos and indecision would make it exceptionally difficult for investors to be properly positioned. A sort of market where the admin drives a -XX% move hidden" @TheShortBear on X 2025-05-11 19:50:01 UTC 159.8K followers, 34.7K engagements
"@FidelisAurelius @NautilusCap Yes. Correlation is the same tool to me as pattern recognition a variation of it. 12y of success using it. Its not the holy grail but helps to pinpoint important or dangerous inflection points" @TheShortBear on X 2025-07-12 13:37:57 UTC 159.7K followers, 1003 engagements
"The majority of nations are seeing better tariff terms. The ones that are getting bigger tariffs seems to have a few things in common: Agriculture & Automobile. These countries also pushed back on Trump politically. Trump had been campaigning promising farming and car manufacturing jobs would benefit this is likely his solution to it" @TheShortBear on X 2025-07-10 13:13:35 UTC 159.8K followers, 12.4K engagements
"AI is driving this stealth and narrow bull market. Many issues are arising but the market keeps on climbing the wall of worry" @TheShortBear on X 2025-07-12 13:04:27 UTC 159.8K followers, 17.5K engagements
"Let me get this straight. Kitty was long 120k contracts of the June 21st calls. He could have sold at about XX or call it even VWAP or $XXXX. That would have netted him +$84295200. Instead he now has to gamble for $GME to be over $XXXXX by June 21st to even make money. Now on top of it keep in mind that it also means that the entire 12mil shares equivalent (120k contracts) still needs to be sold given Kitty probably does not have the cash to even exercise the calls. If he gets the cash it will likley be by selling his 5mil shares to offset it. meaning selling either way. (apart from if he" @TheShortBear on X 2024-06-03 20:53:46 UTC 159.8K followers, 1.3M engagements
"Crypto is the only asset class truly showing the effect of the easing liquidity increase and devaluation of the dollar. Contrary to prior higher rates regime the general environment has been rerating stocks higher to account for it" @TheShortBear on X 2025-07-11 14:43:30 UTC 159.8K followers, 28.1K engagements
"Buybacks are driving this market higher according to Bank of America" @TheShortBear on X 2025-07-13 23:25:28 UTC 159.8K followers, 22.8K engagements
"I initiated a long Argentina position today. Milei truly turned the ship around and is pulling on the right levers. Recent $MELI earnings showed a very strong acceleration as well. Some of the tail benefits I could see happen: -Massive Commodity Boom (Lithium Gas Soy) -Argentina holds XX% of the worlds lithium reserves (Lithium Triangle). -Vaca Muerta shale formation could make Argentina a top-10 gas exporter. -Emerging Market Reclassification or Inclusion MSCI upgrade (from Frontier or Standalone) or passive flow from re-inclusion into EM indices. -Capital inflows IMF support and FDI revival" @TheShortBear on X 2025-05-09 15:56:10 UTC 159.8K followers, 44.1K engagements
"China is not hurting. Especially not as they keep injecting liquidity and close deals with trade partners. The much feared tariffs havent hurt the dragon" @TheShortBear on X 2025-07-15 12:06:44 UTC 159.8K followers, 15.3K engagements
"Expecting Deepmind to drastically change $GOOGL valuation over the next 5y" @TheShortBear on X 2025-07-11 22:30:00 UTC 159.8K followers, 31.5K engagements
"None. In for the long term earnings recovery and the adjusted pricing cycle will take some time to reflect into 2026 but the market will likely reflect that in advance. What matters is the fake headlines to stop dropping or being bought up as well as resolution on the DOJ matter which I see as mostly priced and misguided as well reiterating a lot of old news. Simply emotional selling out there imo" @TheShortBear on X 2025-07-15 23:30:50 UTC 159.8K followers, XXX engagements
"Goldman Sachs telling us the cost of the tariffs will be nothing more than an additional big tax for the US consumer" @TheShortBear on X 2025-07-08 13:44:04 UTC 159.8K followers, 12.1K engagements