# ![@bespokeinvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::28571999.png) @bespokeinvest Bespoke

Bespoke's latest Macro Note, "The Closer", discusses the performance of the US equity market in relation to gold. The note highlights that pricing stocks in gold makes the US equity market's performance look pedestrian.

### Engagements: [-------] [#](/creator/twitter::28571999/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28571999/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::28571999/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28571999/c:line/m:posts_active.svg)


### Followers: [-------] [#](/creator/twitter::28571999/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28571999/c:line/m:followers.svg)


### CreatorRank: [-------] [#](/creator/twitter::28571999/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::28571999/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  40.86% [finance](/list/finance)  #6871 [technology brands](/list/technology-brands)  18.82% [cryptocurrencies](/list/cryptocurrencies)  #5843 [exchanges](/list/exchanges)  #3246 [financial services](/list/financial-services)  3.76% [countries](/list/countries)  2.69% [automotive brands](/list/automotive-brands)  2.15% [social networks](/list/social-networks)  1.61% [currencies](/list/currencies)  1.08%

**Social topic influence**
[close](/topic/close) #821, [stocks](/topic/stocks) #547, [events](/topic/events) 6.45%, [in the](/topic/in-the) 5.91%, [nasdaq](/topic/nasdaq) #551, [ai](/topic/ai) 4.3%, [market](/topic/market) 3.23%, [$wmt](/topic/$wmt) #580, [$igv](/topic/$igv) #31, [fed](/topic/fed) #919

**Top accounts mentioned or mentioned by**
[@william_r2rclub](/creator/undefined) [@grok](/creator/undefined) [@eyad_ali_saif](/creator/undefined) [@beefysignals](/creator/undefined) [@jp66322247](/creator/undefined) [@barronsonline](/creator/undefined) [@adamspxtrader](/creator/undefined) [@shortalgotrades](/creator/undefined) [@tattva_labs](/creator/undefined) [@faithandalpha](/creator/undefined) [@benito289624262](/creator/undefined) [@jc_chronister](/creator/undefined) [@pumkinmajiic](/creator/undefined) [@variety](/creator/undefined) [@wsj](/creator/undefined) [@seahawks](/creator/undefined) [@kimmonismus](/creator/undefined) [@anthony_iv](/creator/undefined) [@cnbcovertime](/creator/undefined) [@pwpleewayen](/creator/undefined)

**Top assets mentioned**
[Walmart, Inc. (WMT)](/topic/$wmt) [Western Digital Corp (WDC)](/topic/$wdc) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Apple, Inc. (AAPL)](/topic/$aapl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [IBM (IBM)](/topic/ibm) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Microsoft Corp. (MSFT)](/topic/$msft) [CatCoin (CAT)](/topic/$cat) [Salesforce Inc (CRM)](/topic/$crm) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Spacemesh (SMH)](/topic/$smh) [Netflix Inc (NFLX)](/topic/$nflx) [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Mastercard, Inc. (MA)](/topic/$ma) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Intercontinental Exchange Inc (ICE)](/topic/intercontinental-exchange) [Decentral Games ICE (ICE)](/topic/$ice) [Stryker Corporation (SYK)](/topic/$syk) [Quanta Services Inc (PWR)](/topic/$pwr) [Cisco Systems Inc (CSCO)](/topic/$csco) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Schlumberger NV (SLB)](/topic/$slb) [Starbucks Corporation (SBUX)](/topic/$sbux) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Progressive Corp (PGR)](/topic/$pgr) [Metadium (META)](/topic/$meta) [Heroes of NFT (HON)](/topic/$hon) [Verizon Communications Inc. (VZ)](/topic/$vz) [Church & Dwight Co., Inc. (CHD)](/topic/$chd) [Convex Finance (CVX)](/topic/$cvx) [Woodward, Inc. (WWD)](/topic/$wwd) [DisChain (DIS)](/topic/$dis) [Davita Inc (DVA)](/topic/$dva) [Fabrinet (FN)](/topic/$fn) [New Jersey Resources Corp (NJR)](/topic/$njr) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Teradyne, Inc. (TER)](/topic/$ter) [Coca-Cola Co (KO)](/topic/$ko) [Pfizer, Inc. (PFE)](/topic/$pfe) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Biogen Inc (BIIB)](/topic/$biib) [Bitcoin (BTC)](/topic/bitcoin) [Target Corporation (TGT)](/topic/$tgt) [Spotify Technology (SPOT)](/topic/$spot) [Bank of America (BAC)](/topic/bank-of-america) [T-Mobile (TMUS)](/topic/$tmus)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The three FAANG stocks that were publicly traded at the time of its IPO [--] years ago have all outperformed Google. NFLX - 13364% AAPL - 9009% AMZN - 4454% GOOGL - 2675% https://www.bespokepremium.com/think-big-blog/biggest-winners-since-google-ipo/ https://www.bespokepremium.com/think-big-blog/biggest-winners-since-google-ipo/"  
[X Link](https://x.com/bespokeinvest/status/1163454217132158976)  2019-08-19T14:14Z 259K followers, [--] engagements


"It's official. A new bull market is confirmed. The S&P [---] is now up 20% from its 10/12/22 closing low. The prior bear market saw the index fall 25.4% over [---] days. Read more at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/1666898929940586515)  2023-06-08T20:04Z 259.1K followers, 550.6K engagements


"UPDATE: Heres how the Nasdaq is tracking at [---] days since the release of ChatGPT versus the release of Netscape in December 1994"  
[X Link](https://x.com/bespokeinvest/status/1938969001415135600)  2025-06-28T14:33Z 259.1K followers, 473.8K engagements


"Today was the S&P's worst breadth day ever for an "up" day. Since [----] the S&P has never had weaker breadth on a day that it closed positive. The index closed up 0.23% with a net advance/decline line of [----]. There were [---] stocks up and [---] down. 🤮"  
[X Link](https://x.com/bespokeinvest/status/1983276195413446690)  2025-10-28T20:54Z 259.1K followers, 1.3M engagements


"Key Earnings Reports Tomorrow Before the Open: Bristol-Myers $BMY Comcast $CMCSA Intercontinental Exchange $ICE Kimberly-Clark $KMB L3Harris $LHX Eli Lilly $LLY Cheniere Energy $LNG Mastercard $MA Merck $MRK Quanta Services $PWR After the Close: Apple $AAPL Amazon $AMZN Gilead Sciences $GILD Stryker $SYK Western Digital $WDC For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1983647656149716996 http://bespokepremium.com https://twitter.com/i/web/status/1983647656149716996"  
[X Link](https://x.com/bespokeinvest/status/1983647656149716996)  2025-10-29T21:30Z 259K followers, 10.2K engagements


"Key Events Tomorrow (ET) 10:30 AM: EIA Natural Gas Stockpiles [--] PM: Fed Governor Bowman on Supervision & Regulation Other: Edwards Lifesciences $EW Investor Day Goldman Industrial Conference UBS Technology Conference For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/1996347589482946958 http://bespokepremium.com https://twitter.com/i/web/status/1996347589482946958"  
[X Link](https://x.com/bespokeinvest/status/1996347589482946958)  2025-12-03T22:35Z 259.2K followers, [----] engagements


"Cisco's $CSCO share price finally took out its [----] closing high this week. Market cap is a lot lower now than it was then"  
[X Link](https://x.com/bespokeinvest/status/1999477130573570473)  2025-12-12T13:51Z 259.1K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Albertsons $ACI Cal-Maine Foods $CALM MSC Industrial $MSM After the Close: Constellation Brands $STZ Jefferies $JEF PriceSmart $PSMT For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2008667518898954355)  2026-01-06T22:30Z 259K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Acuity $AYI Commercial Metals $CMC Helen of Troy $HELE RPM $RPM After the Close: Greenbrier $GBX For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2009029780683870277)  2026-01-07T22:30Z 259.2K followers, [----] engagements


"Q4 [----] Earnings Conference Call Quotes Thread🧵"  
[X Link](https://x.com/bespokeinvest/status/2009383019988087203)  2026-01-08T21:53Z 259K followers, 53.6K engagements


"Constellation Brands $STZ: "Relative to the beer category overall it still remains challenged. And it's largely around the Hispanic consumer. 75% of the Hispanic consumers are very concerned about the socioeconomic environment." Garth Hankinson CFO"  
[X Link](https://x.com/bespokeinvest/status/2009383021393203303)  2026-01-08T21:53Z 259K followers, 10.2K engagements


"Wells Fargo $WFC: "We look at things like checking accounts with unemployment flows direct deposit amounts overdraft activity and payment outflows and we've not observed meaningful shifts in trends." Charlie Scharf CEO"  
[X Link](https://x.com/bespokeinvest/status/2011872902572859728)  2026-01-15T18:47Z 259.2K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: M&T Bank $MTB PNC $PNC Regions Financial $RF State Street $STT After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2011929260936585531)  2026-01-15T22:31Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Ally Financial $ALLY Charles Schwab $SCHW Citizens Financial $CFG Halliburton $HAL Johnson & Johnson $JNJ Prologis $PLD TE Connectivity $TEL Travelers $TRV Truist $TFC After the Close: CACI International $CACI Kinder Morgan $KMI Knight-Swift $KNX For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2013740822835974475)  2026-01-20T22:30Z 259.2K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Abbott Labs $ABT FirstService $FSV Freeport-McMoRan $FCX GE Aerospace $GE McCormick $MKC Northern Trust $NTRS Procter & Gamble $PG After the Close: Alaska Air $ALK Alcoa $AA Capital One $COF CSX $CSX Intel $INTC Intuitive Surgical $ISRG For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/2014103212228215060 http://bespokepremium.com https://twitter.com/i/web/status/2014103212228215060"  
[X Link](https://x.com/bespokeinvest/status/2014103212228215060)  2026-01-21T22:30Z 259.1K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Booz Allen Hamilton $BAH SLB $SLB After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2014465599678669232)  2026-01-22T22:30Z 259K followers, [----] engagements


"Key Events Tomorrow (ET) [--] PM: Baker Hughes Rig Count For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2014467108009136473)  2026-01-22T22:36Z 259K followers, [----] engagements


"Key Earnings Reports on Monday Before the Open: Bank of Hawaii $BOH Steel Dynamics $STLD After the Close: Brown & Brown $BRO Crane $CR Graco $GGG Nucor $NUE Sanmina $SANM W.R. Berkley $WRB Western Alliance $WAL For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2014828111959867535)  2026-01-23T22:30Z 259.1K followers, [----] engagements


"UnitedHealth is having its 5th-worst day relative to the S&P [---] since [----]. $UNH"  
[X Link](https://x.com/bespokeinvest/status/2016187711283933461)  2026-01-27T16:33Z 258.9K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Automatic Data $ADP ASML $ASML Danaher $DHR General Dynamics $GD Corning $GLW Progressive $PGR Starbucks $SBUX Teva Pharma $TEVA UBS $UBS After the Close: IBM $IBM Lam Research $LRCX Meta Platforms $META Microsoft $MSFT Tesla $TSLA Whirlpool $WHR For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2016277541061861723)  2026-01-27T22:30Z 259.2K followers, [----] engagements


"Key Events Tomorrow (ET) [--] PM: FOMC Rate Decision 2:30 PM: Powell Press Conference Other: Progressive $PGR December Sales For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2016278795985002880)  2026-01-27T22:35Z 258.9K followers, [----] engagements


"Through yesterday's close the Gold ETF has rallied at least 1% for six straight days. How much more precious can these metals get $GLD"  
[X Link](https://x.com/bespokeinvest/status/2016558770441126208)  2026-01-28T17:07Z 259K followers, [----] engagements


"Union Pacific $UNP: "In addition rail inflation is ticking up again. We expect slightly over 4% inflation in [----]. Our commitment to yielding price dollars that exceed inflation dollars has not changed but price may not be a driver of our improving margins in 2026." Jennifer Hamann CFO https://twitter.com/i/web/status/2016631020649664666 https://twitter.com/i/web/status/2016631020649664666"  
[X Link](https://x.com/bespokeinvest/status/2016631020649664666)  2026-01-28T21:54Z 258.8K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Blackstone $BX Caterpillar $CAT Honeywell $HON Lockheed Martin $LMT Mastercard $MA PulteGroup $PHM Sherwin-Williams $SHW Thermo Fisher $TMO Tractor Supply $TSCO After the Close: Apple $AAPL Sandisk $SNDK Stryker $SYK Visa $V Western Digital $WDC For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2016640302807671023)  2026-01-28T22:31Z 259.1K followers, [----] engagements


"Interactive Brokers $IBKR is already up 17.3% YTD; well ahead of the other major banks and brokers:"  
[X Link](https://x.com/bespokeinvest/status/2016869521743605917)  2026-01-29T13:42Z 259.2K followers, [----] engagements


"IBM $IBM is set to open up 9% this morning following earnings after the close yesterday. Prior to this higher open IBM had opened down by at least 5% following each of its last three quarterly earnings reports:"  
[X Link](https://x.com/bespokeinvest/status/2016870311354843380)  2026-01-29T13:45Z 259K followers, [----] engagements


"Energy and Materials still lead in [----] with Energy the only sector in extreme overbought territory. All but one of the sector's components in the S&P [---] is higher YTD led by Schlumberger $SLB and Baker Hughes $BKR. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-1-29-26-energized-energy https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-1-29-26-energized-energy"  
[X Link](https://x.com/bespokeinvest/status/2016875429328502876)  2026-01-29T14:05Z 259K followers, [----] engagements


"HubSpot $HUBS was trading above $800/share last February; it's now at $280 and basically back to [----] bear market lows. Investors continue to bet that AI is coming for large-cap trad-SaaS companies in the years ahead"  
[X Link](https://x.com/bespokeinvest/status/2016977471325778208)  2026-01-29T20:51Z 259.2K followers, 11.4K engagements


"The two mega-caps with the largest revenue exposure to OpenAI (potentially IPOing this summer) Microsoft $MSFT and Oracle $ORCL have seen their combined market cap fall by $1.1 trillion since the 10/28 peak"  
[X Link](https://x.com/bespokeinvest/status/2017002232126816426)  2026-01-29T22:29Z 258.9K followers, 14K engagements


"Key Earnings Reports Tomorrow Before the Open: Autoliv $ALV Aon $AON Air Products $APD American Express $AXP Franklin Resources $BEN Church & Dwight $CHD Charter $CHTR Colgate-Palmolive $CL Canadian National Rail $CNI Chevron $CVX LyondellBasell $LYB Regeneron Pharma $REGN Verizon $VZ Exxon Mobil $XOM After the Close: None For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/2017002439212171616 http://bespokepremium.com https://twitter.com/i/web/status/2017002439212171616"  
[X Link](https://x.com/bespokeinvest/status/2017002439212171616)  2026-01-29T22:30Z 259.2K followers, [----] engagements


"Key Events Tomorrow (ET) [--] PM: Baker Hughes Rig Count [--] PM: Fed Governor Bowman on Monetary Policy Investor Days: Brookdale Senior Living $BKD Church & Dwight $CHD For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2017003571657449627)  2026-01-29T22:35Z 259K followers, [----] engagements


"Campbell Soup $CPB Conagra $CAG General Mills $GIS all up 3%+ today as Tech and other growth areas get slammed for a second day. Clear defensive shift"  
[X Link](https://x.com/bespokeinvest/status/2017334024822210564)  2026-01-30T20:28Z 259.2K followers, [----] engagements


"Key Earnings Reports on Monday Before the Open: Aptiv $APTV Revvity $RVTY Tyson Foods $TSN Walt Disney $DIS After the Close: DaVita $DVA Fabrinet $FN Healthpeak Properties $DOC NJ Resources $NJR NXP Semi $NXPI Palantir $PLTR Simon Properties $SPG Teradyne $TER Woodward $WWD For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/2017364702897312155 http://bespokepremium.com https://twitter.com/i/web/status/2017364702897312155"  
[X Link](https://x.com/bespokeinvest/status/2017364702897312155)  2026-01-30T22:30Z 259K followers, [----] engagements


"Coca Cola $KO broke out to new all-time highs to end last week as investors rotate into more defensive names:"  
[X Link](https://x.com/bespokeinvest/status/2018328380320428532)  2026-02-02T14:19Z 258.8K followers, 23K engagements


"Meta Platforms $META: "I just think the fact that agents are really starting to work now is quite profound and we're already starting to see that the people who adopt them are just being significantly more productive." Mark Zuckerberg CEO"  
[X Link](https://x.com/bespokeinvest/status/2018368946227859754)  2026-02-02T17:00Z 258.8K followers, [----] engagements


"Walmart $WMT is rapidly approaching "$1 trillion market cap" status.now at $983 billion"  
[X Link](https://x.com/bespokeinvest/status/2018396041901461591)  2026-02-02T18:48Z 258.9K followers, [----] engagements


"It's a triple play evening with [--] of the [--] companies that have reported after the close reporting triple plays (beat EPS beat sales raised guidance): DaVita $DVA Fabrinet $FN NJ Resources $NJR Palantir $PLTR Teradyne $TER Woodward $WWD"  
[X Link](https://x.com/bespokeinvest/status/2018440294434287685)  2026-02-02T21:44Z 259.1K followers, [----] engagements


"Walmart $WMT surged 4% today and is now less than $12 billion in market cap away from joining the "Trillion Dollar Market Cap" club"  
[X Link](https://x.com/bespokeinvest/status/2018440679051927670)  2026-02-02T21:45Z 258.9K followers, 21.8K engagements


"Key Earnings Reports Tomorrow Before the Open: ADM $ADM Eaton $ETN Graphic Packaging $GPK Illinois Tool Works $ITW Marathon Petroleum $MPC Merck $MRK PepsiCo $PEP Pfizer $PFE After the Close: Advanced Micro Devices $AMD Amgen $AMGN Chubb $CB Clorox $CLX Chipotle Mexican Grill $CMG Mondelez International $MDLZ For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2018451990909440273)  2026-02-02T22:30Z 259K followers, [----] engagements


"Key Events Tomorrow (ET) 9:40 AM: Fed Governor Bowman Speaks at Conference Other: Total Vehicle Sales Western Digital $WDC Investor Day For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2018453123354767374)  2026-02-02T22:35Z 259.1K followers, [----] engagements


"Walmart $WMT now trades at 49.3x trailing 12-month earnings"  
[X Link](https://x.com/bespokeinvest/status/2018754056991244582)  2026-02-03T18:30Z 259K followers, [----] engagements


"Walmart (WMT): World's First $1 Trillion Big Box https://open.substack.com/pub/bespokeinvest/p/walmart-wmt-worlds-first-1-trillionr=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bespokeinvest/p/walmart-wmt-worlds-first-1-trillionr=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/bespokeinvest/status/2018805026131734735)  2026-02-03T21:53Z 259.1K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: AbbVie $ABBV Boston Scientific $BSX Cencora $COR Eli Lilly $LLY Equifax $EFX GlaxoSmithKline $GSK Johnson Controls $JCI Old Dominion $ODFL Phillips [--] $PSX Stanley Black & Decker $SWK Uber $UBER Yum Brands $YUM After the Close: Allstate $ALL Alphabet $GOOG Arm $ARM Crown $CCK Crown Castle $CCI McKesson $MCK O'Reilly Auto $ORLY Qualcomm $QCOM For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2018814254611104219)  2026-02-03T22:30Z 259.2K followers, [----] engagements


"Key Events Tomorrow (ET) 10:30 AM: DoE Energy Inventories 6:30 AM: Fed Governor Cook Discusses Economy Other: Costco $COST January Sales Western Digital $WDC Investor Day For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2018815636831350948)  2026-02-03T22:35Z 259.1K followers, [----] engagements


"Software still trades at 8x sales btw"  
[X Link](https://x.com/bespokeinvest/status/2019026585752379424)  2026-02-04T12:33Z 258.9K followers, 19.9K engagements


"Salesforce $CRM has [-----] employees"  
[X Link](https://x.com/bespokeinvest/status/2019051260985381026)  2026-02-04T14:11Z 258.9K followers, 10.6K engagements


"Reddit $RDDT is now down 40% since 1/13. 👀"  
[X Link](https://x.com/bespokeinvest/status/2019062558456418395)  2026-02-04T14:56Z 258.9K followers, 20.8K engagements


"Pure carnage this morning is someone getting margin called"  
[X Link](https://x.com/bespokeinvest/status/2019068197723336764)  2026-02-04T15:19Z 258.8K followers, 13.4K engagements


"The last three Fed Days have been kryptonite for the bulls. The 10/29 12/10 and now 1/28 FOMC meetings marked short-term peaks for the Nasdaq [---] $QQQ. All three stopped rallies in their tracks"  
[X Link](https://x.com/bespokeinvest/status/2019085436639993969)  2026-02-04T16:27Z 259K followers, 12.7K engagements


"Semis are joining software to the downside today with $AMD plunging. The semis ETF $SMH is now down 8.5% over the last week"  
[X Link](https://x.com/bespokeinvest/status/2019089115933794753)  2026-02-04T16:42Z 259K followers, [----] engagements


"Salesforce $CRM and Disney $DIS have market caps just below $200 billion. If you had to pick one which will have the bigger market cap [--] years from today Disney Salesforce Disney Salesforce"  
[X Link](https://x.com/bespokeinvest/status/2019102594510016999)  2026-02-04T17:35Z 258.9K followers, [----] engagements


"The semis ETF $SMH has now round-tripped a 10% gain in the last month. Stairs up elevator down"  
[X Link](https://x.com/bespokeinvest/status/2019105400650408030)  2026-02-04T17:46Z 259.1K followers, 13.1K engagements


"Snowflake $SNOW is now down 42% in the last three months"  
[X Link](https://x.com/bespokeinvest/status/2019117611791897026)  2026-02-04T18:35Z 259K followers, 15.1K engagements


"The rush into Consumer Staples has been just as dramatic as the exit from Software. Staples now has a 14-day RSI of [----] something not seen since [----]. The sector is also [---] standard deviations above its 200-DMA. It hasn't been this overbought since the end of [----]. $XLP"  
[X Link](https://x.com/bespokeinvest/status/2019124929330123151)  2026-02-04T19:04Z 258.9K followers, 96.5K engagements


"@Variety Cap-weighted retail stock ETF $RTH: down 0.6% today Equal-weight retail stock ETF $XRT: up 1.8% today Seeing broadening in retail now as well"  
[X Link](https://x.com/bespokeinvest/status/2019141214248005817)  2026-02-04T20:09Z 259K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Bristol-Myers $BMY Cardinal Health $CAH Carrier Global $CARR ConocoPhillips $COP Estee Lauder $EL Intercontinental Exchange $ICE Ralph Lauren $RL Cigna $CI After the Close: Amazon $AMZN Arrow Electronics $ARW Molina Healthcare $MOH Post $POST Reinsurance Group of America $RGA For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2019176644217372750)  2026-02-04T22:30Z 259.2K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: Initial Jobless Claims Continuing Jobless Claims For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2019377967105806750)  2026-02-05T11:50Z 259.1K followers, [----] engagements


"Today's Economic Indicators Results Initial Jobless Claims: 231k vs 212k est.🔴 Continuing Jobless Claims: 1844k vs 1850k est.🟢 For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2019419414035329455)  2026-02-05T14:34Z 259K followers, [----] engagements


"10-year yield down to 4.20"  
[X Link](https://x.com/bespokeinvest/status/2019479072984764464)  2026-02-05T18:31Z 258.9K followers, [----] engagements


"Per Indeed data industries like software data IT and scientific research have been bleeding jobs for years while therapy sports doctors and electrical and civil engineering have jumped the most"  
[X Link](https://x.com/bespokeinvest/status/2019481459447226404)  2026-02-05T18:41Z 259.1K followers, [----] engagements


"96th time the Nasdaq [---] has fallen 1%+ for three straight days. Average next-day change has historically been +0.52% with positive returns 64% of the time"  
[X Link](https://x.com/bespokeinvest/status/2019521605802602563)  2026-02-05T21:20Z 259K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: AerCap $AER AutoNation $AN Biogen $BIIB Carlyle $CG Cboe Global Markets $CBOE Centene $CNC Newell Brands $NWL Philip Morris $PM Piper Sandler $PIPR Plains All American $PAA Under Armour $UAA After the Close: None For more details start a trial at http://bespokepremium.com https://twitter.com/i/web/status/2019539154455896346 http://bespokepremium.com https://twitter.com/i/web/status/2019539154455896346"  
[X Link](https://x.com/bespokeinvest/status/2019539154455896346)  2026-02-05T22:30Z 259.1K followers, [----] engagements


"Key Events Tomorrow1 (ET) [--] PM: Fed Vice Chair Jefferson on Economy [--] PM: Baker Hughes Rig Count For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2019540412533289448)  2026-02-05T22:35Z 259K followers, [----] engagements


"If you can hold down your breakfast here's a look at the largest software stocks in the $IGV ETF. Average distance from 50-DMA: -23.5% Average YTD % chg: -23%. It's February 6th"  
[X Link](https://x.com/bespokeinvest/status/2019746155886776600)  2026-02-06T12:13Z 259K followers, [----] engagements


"Software $IGV finished the week down 8.7%. The Dow [--] $DIA finished the week up 2.5%"  
[X Link](https://x.com/anyuser/status/2019885772493435321)  2026-02-06T21:27Z 259.2K followers, [----] engagements


"The S&P [---] was down this week. But. .breadth was positive [--] out of [--] days. The Equal Weight S&P [---] was up over 2%. The Russell [----] was up over 2%"  
[X Link](https://x.com/bespokeinvest/status/2019893396484116644)  2026-02-06T21:58Z 258.9K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Apollo Global Management $APO Becton Dickinson $BDX Cleveland-Cliffs $CLF Kyndryl $KD After the Close: Aecom Tech $ACM Amkor $AMKR Cincinnati Financial $CINF Goodyear Tire $GT Manitowoc $MTW Medpace $MEDP ON Semi $ON For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2019901417259995232)  2026-02-06T22:30Z 259.2K followers, [----] engagements


"Interesting to look at Bitcoin drawdowns and where it has made 52-week lows over time:"  
[X Link](https://x.com/bespokeinvest/status/2020110741135663324)  2026-02-07T12:21Z 259K followers, 15.3K engagements


"Reddit $RDDT gapped up $10+ on Friday following earnings only to immediately reverse and ultimately close down $11. Good example of the type of market its been lately"  
[X Link](https://x.com/bespokeinvest/status/2020112396056940839)  2026-02-07T12:28Z 259.2K followers, [----] engagements


"A "Puppet" Production. The infamous ad in2000 required a massive production team of [---] people [--] companies and a 20-piece orchestra; the company liquidated and went defunct less than a year later. (Source: Sports Business Journal) http://Pets.com http://Pets.com"  
[X Link](https://x.com/bespokeinvest/status/2020511132700557740)  2026-02-08T14:52Z 259.1K followers, [----] engagements


"Sick Day Sunday. An estimated [----] million Americans plan on calling in sick to work the Monday after the Super Bowl making it one of the least productive workdays of the year. (Source: The Journal Record)"  
[X Link](https://x.com/bespokeinvest/status/2020548324374307307)  2026-02-08T17:20Z 258.9K followers, 10.4K engagements


"The Dow finally closed above 50k for the first time ever heading into Super Bowl weekend. Did anyone even notice"  
[X Link](https://x.com/bespokeinvest/status/2020616423161086001)  2026-02-08T21:51Z 258.8K followers, [----] engagements


"Wow The Russell [----] has outperformed the Nasdaq [---] over the last year. $IWM $QQQ"  
[X Link](https://x.com/bespokeinvest/status/2020617644953739522)  2026-02-08T21:56Z 259K followers, 17.3K engagements


"Unreal move for Consumer Staples $XLP to start the year:"  
[X Link](https://x.com/bespokeinvest/status/2020852470029639814)  2026-02-09T13:29Z 258.9K followers, [----] engagements


"Even Target $TGT has been taking part in the big rally in Consumer Staples to start the year:"  
[X Link](https://x.com/bespokeinvest/status/2020861909201748146)  2026-02-09T14:06Z 259K followers, [----] engagements


"Since peaking last October the Nasdaq [---] has slid while the Russell [----] and equal-weight S&P [---] have climbed with small caps outperforming QQQ. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-9-26-hangover-day https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-9-26-hangover-day"  
[X Link](https://x.com/bespokeinvest/status/2020864462664630503)  2026-02-09T14:16Z 259K followers, [----] engagements


"The wall of worry still appears to be quite steep. via @WSJ https://www.wsj.com/finance/stocks/stocks-sharp-rebound-is-only-making-investors-more-nervous-fcd2c58ast=i741ew https://www.wsj.com/finance/stocks/stocks-sharp-rebound-is-only-making-investors-more-nervous-fcd2c58ast=i741ew"  
[X Link](https://x.com/bespokeinvest/status/2020893479589544040)  2026-02-09T16:12Z 259.2K followers, [----] engagements


"Win or lose every time the @Seahawks have played in the Super Bowl the S&P [---] was higher at year-end than it was at kickoff"  
[X Link](https://x.com/bespokeinvest/status/2020914436077203776)  2026-02-09T17:35Z 259K followers, [----] engagements


"The QQQs have bounced back 2.9% since last Thursday's close. Still down 2.2% since last Tuesday's open. $QQQ"  
[X Link](https://x.com/bespokeinvest/status/2020967423915196839)  2026-02-09T21:05Z 259.2K followers, [----] engagements


"The average Russell [----] software stock needed to gain more than 50% to get back to its average analyst price target coming into today. Here's a look at the names the farthest below their price targets:"  
[X Link](https://x.com/bespokeinvest/status/2020967823347261860)  2026-02-09T21:07Z 259.2K followers, 22.4K engagements


"Key Earnings Reports Tomorrow Before the Open: Aramark $ARMK AstraZeneca $AZN Coca-Cola $KO Ecolab $ECL Fiserv $FISV Marriott $MAR Quest Diagnostics $DGX Spotify $SPOT Wesco $WCC After the Close: American International $AIG Assurant $AIZ Ford Motor $F Insperity $NSP Mattel $MAT Robinhood $HOOD For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2020988580064100433)  2026-02-09T22:30Z 259.2K followers, [----] engagements


"Key Events Tomorrow (ET) [--] PM: Cleveland Fed President Hammack in Columbus [--] PM; Dallas Fed President Logan in Austin Other: Bank of America Financial Services Conference For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2020989838250353099)  2026-02-09T22:35Z 258.9K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) [--] AM: NFIB Small Business 8:30 AM: Employment Cost Index Retail Sales - Ex Autos [--] AM: Business Inventories For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021189906605715498)  2026-02-10T11:50Z 258.9K followers, [----] engagements


"10-year down to [----] after the 8:30 data"  
[X Link](https://x.com/bespokeinvest/status/2021215586018033756)  2026-02-10T13:32Z 258.9K followers, [----] engagements


"Here's a look at price charts for key US index ETFs heading into today's open. The S&P $SPY has managed to bounce three times in the last couple months after selloffs of roughly 2.6%"  
[X Link](https://x.com/bespokeinvest/status/2021220824686985663)  2026-02-10T13:52Z 258.9K followers, [----] engagements


"Today's Economic Indicators Results NFIB Small Business Optimism: [----] vs [----] est.🔴 Employment Cost Index: 0.7% vs 0.8% est.🔴 Retail Sales: 0.0% vs 0.4% est.🔴 Retail Sales Ex Autos: 0.0% vs 0.4% est.🔴 Business Inventories: 0.1% vs 0.2% est.🔴 For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021263015279259856)  2026-02-10T16:40Z 258.9K followers, [----] engagements


"The current bull market -- the "AI Bull" -- has eclipsed the 1200-day mark. This is the 10th bull market to last 1000+ days based on the 20% rally/decline threshold. Bear markets on average are much shorter at just [---] days with the longest being [---] days back in 1973/74. https://twitter.com/i/web/status/2021349572669313331 https://twitter.com/i/web/status/2021349572669313331"  
[X Link](https://x.com/bespokeinvest/status/2021349572669313331)  2026-02-10T22:24Z 259.2K followers, 23.1K engagements


"Here's the S&P [---] in log scale with bull and bear markets shaded. Bears are short and steep. Bulls long and steady. https://www.bespokepremium.com/bespoke-member-plans/ https://www.bespokepremium.com/bespoke-member-plans/"  
[X Link](https://x.com/bespokeinvest/status/2021350175067996170)  2026-02-10T22:26Z 258.9K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Hilton $HLT Humana $HUM Kraft Heinz $KHC Shopify $SHOP SharkNinja $SN Tenet Healthcare $THC T-Mobile $TMUS After the Close: AppLovin $APP Cisco $CSCO Equinix $EQIX International Flavors $IFF McDonald's $MCD Motorola $MSI Pilgrim's Pride $PPC For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021350967615148492)  2026-02-10T22:30Z 259.2K followers, [----] engagements


"Key Events Tomorrow (ET) 10:15 AM: Fed Governor Bowman at Investment Conference 10:30 AM: DoE Energy Inventories [--] PM: CLE Fed President Hammack in Columbus Other: T-Mobile $TMUS Investor Day Bank of America Financial Services Conference For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021352352175845777)  2026-02-10T22:35Z 259.2K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: Non Farm Payrolls Unemployment Rate Avg Hourly Earnings Avg Weekly Hours For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021552420468203667)  2026-02-11T11:50Z 258.9K followers, [----] engagements


"Here's a clear look at the recent outperformance of the S&P [---] Equal Weight $RSP versus the cap-weighted S&P [---] $SPY:"  
[X Link](https://x.com/bespokeinvest/status/2021585292193407077)  2026-02-11T14:01Z 259.2K followers, [----] engagements


"Drone stocks set to have a day Airline sources tell Reuters the El Paso flight grounding is linked to Pentagon counterdrone operations targeting Mexican cartel drones near the U.S.-Mexico border. https://t.co/uy3m1Pz9uJ Airline sources tell Reuters the El Paso flight grounding is linked to Pentagon counterdrone operations targeting Mexican cartel drones near the U.S.-Mexico border. https://t.co/uy3m1Pz9uJ"  
[X Link](https://x.com/bespokeinvest/status/2021586668680044658)  2026-02-11T14:06Z 259.1K followers, [----] engagements


"The Nasdaq has gone essentially nowhere since September with its five-month trading range compressing to its narrowest range in nearly a decade. Historically these stretches tend to occur within healthy uptrends. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-11-26-boring-is-beautiful-mostly https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-11-26-boring-is-beautiful-mostly"  
[X Link](https://x.com/bespokeinvest/status/2021591632030625951)  2026-02-11T14:26Z 259K followers, [----] engagements


"The "SaaS is dead" trade hit hard right at 9:35 AM ET with the usuals trading sharply lower as the rest of the market spikes"  
[X Link](https://x.com/bespokeinvest/status/2021596020589707458)  2026-02-11T14:43Z 258.9K followers, [----] engagements


"Caterpillar $CAT is up another 4% in early trading; has now more than doubled in the last year"  
[X Link](https://x.com/bespokeinvest/status/2021597445797355846)  2026-02-11T14:49Z 259.2K followers, [----] engagements


"Sector ETF performance (with software and semis included) tells the story of today:"  
[X Link](https://x.com/bespokeinvest/status/2021658074306711987)  2026-02-11T18:50Z 259.2K followers, [----] engagements


"Key Events Tomorrow (ET) 10:30 AM: EIA Natural Gas Storage [--] PM: Dallas Fed President Logan and Gov Miran Speak in Texas Investor Days: Datadog $DDOG FedEx $FDX For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021714740003610796)  2026-02-11T22:35Z 259.2K followers, [----] engagements


"AI came for commercial real estate stocks today. AI is making everyone sell first and think later. Yesterday was financial advisors [--] days ago was insurance brokers everyday is SAAS. What was today Commercial real estate services: $CBRE $JLL $CWK got smoked today all down 15% or more at one point. Why People are https://t.co/ldzHfygDl3 AI is making everyone sell first and think later. Yesterday was financial advisors [--] days ago was insurance brokers everyday is SAAS. What was today Commercial real estate services: $CBRE $JLL $CWK got smoked today all down 15% or more at one point. Why People"  
[X Link](https://x.com/bespokeinvest/status/2021723166574248382)  2026-02-11T23:08Z 259.1K followers, 20.4K engagements


"It's like the dividend ETFs were shot out of a cannon at the start of 2026.$DVY"  
[X Link](https://x.com/bespokeinvest/status/2021735530572964351)  2026-02-11T23:58Z 259K followers, [----] engagements


"S&P [---] Growth ETF $IVW: -1.32% YTD DJ Dividend ETF $DVY: +11.15% YTD"  
[X Link](https://x.com/bespokeinvest/status/2021735689927192867)  2026-02-11T23:58Z 259.1K followers, [----] engagements


"A tale of two markets. Software $IGV vs. S&P [---] Equal Weight $RSP:"  
[X Link](https://x.com/bespokeinvest/status/2021735787981672524)  2026-02-11T23:59Z 259.2K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: Initial Jobless Claims Continuing Jobless Claims [--] AM: Existing Home Sales For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021914682622427406)  2026-02-12T11:50Z 259.2K followers, [----] engagements


"AB-InBev $BUD reported earnings showing record-low sales volume in North America in Q4. The chart tells the story. That said the guide wasn't horrible"  
[X Link](https://x.com/bespokeinvest/status/2021940263179239516)  2026-02-12T13:31Z 259K followers, [----] engagements


"Today's Economic Indicators Results Initial Jobless Claims: 227k vs 223k est.🔴 Continuing Jobless Claims: 1862k vs 1850k est.🔴 Existing Home Sales: 3.91m vs 4.15m est.🔴 For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021965486058258688)  2026-02-12T15:11Z 259.2K followers, [----] engagements


"Fresh lows for Netflix $NFLX today as it falls another 3%. Now down 42.5% from June [----] highs and 25% over the last year"  
[X Link](https://x.com/bespokeinvest/status/2021967819131204007)  2026-02-12T15:21Z 259K followers, 10.8K engagements


"Staples up another 1% Software down another 1%. What else is new"  
[X Link](https://x.com/bespokeinvest/status/2021971645435654559)  2026-02-12T15:36Z 259K followers, [----] engagements


"Reddit $RDDT now cut in half since September down 42% over the last six months"  
[X Link](https://x.com/bespokeinvest/status/2021976064122400975)  2026-02-12T15:53Z 259.1K followers, [----] engagements


"Yes Claud made a big jump. Been using ChatGPT for years and finally downloaded Claude tonight. I asked ChatGPT to put together a comprehensive summary of everything it knows about me and copied and pasted it into Claude. Holy smokes Been using ChatGPT for years and finally downloaded Claude tonight. I asked ChatGPT to put together a comprehensive summary of everything it knows about me and copied and pasted it into Claude. Holy smokes"  
[X Link](https://x.com/bespokeinvest/status/2021980369546047861)  2026-02-12T16:11Z 259K followers, 18.2K engagements


"CME Group $CME and Nasdaq $NDAQ going in opposite directions recently"  
[X Link](https://x.com/bespokeinvest/status/2021984318508392679)  2026-02-12T16:26Z 259.1K followers, [----] engagements


"Based on what it's doing to software financial services commercial real estate and now freight $350 billion for Anthropic definitely seems cheap"  
[X Link](https://x.com/bespokeinvest/status/2021991168192754058)  2026-02-12T16:53Z 259.1K followers, [----] engagements


"The average stock reporting earnings this season has seen a one-day absolute move of 6.65%. [---] of the [---] stocks that have reported have fallen 10%+ while [--] have risen 10%+"  
[X Link](https://x.com/bespokeinvest/status/2021997412739690927)  2026-02-12T17:18Z 259K followers, [----] engagements


"Equal weight $RSP is now down more on the day than cap-weighted $SPY. -1.3% vs. -1.15%"  
[X Link](https://x.com/bespokeinvest/status/2022010195535442082)  2026-02-12T18:09Z 259.2K followers, [----] engagements


"4.10 on the 10-year"  
[X Link](https://x.com/bespokeinvest/status/2022019443216592941)  2026-02-12T18:46Z 259K followers, [----] engagements


"Office REIT Wreckage https://open.substack.com/pub/bespokeinvest/p/office-reit-wreckager=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bespokeinvest/p/office-reit-wreckager=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/bespokeinvest/status/2022063975824077292)  2026-02-12T21:43Z 259.1K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Advance Auto Parts $AAP Cameco $CCJ Enbridge $ENB Magna $MGA TC Energy $TRP Wendy's $WEN After the Close: None For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2022075869309595970)  2026-02-12T22:30Z 259.2K followers, [----] engagements


"Key Events Tomorrow (ET) [--] PM: Baker Hughes Rig Count [--] PM: Dallas Fed President Logan and Gov Miran Speak in TX For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2022077127777038384)  2026-02-12T22:35Z 259.2K followers, [----] engagements


"RT @kimmonismus: Spotify revealed that its top engineers havent written a single line of code since December thanks to an internal AI sys"  
[X Link](https://x.com/bespokeinvest/status/2022090575688913141)  2026-02-12T23:28Z 259K followers, [---] engagements


"These were three key areas of focus in our reports today. Start a trial at to read the full reports and join our member community. http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2022134346916790716)  2026-02-13T02:22Z 259.1K followers, [----] engagements


"Japan $EWJ Utilities $XLU and Australia $EWA have been the top three performing key ETFs this week while Bitcoin $IBIT natural gas $UNG and Financials $XLF have been the worst"  
[X Link](https://x.com/bespokeinvest/status/2022134838644371541)  2026-02-13T02:24Z 259.2K followers, [----] engagements


"A quick rundown of the trading day as shown in our daily wrap commentary. Interesting that credit markets are showing little concern for some of these stocks getting bombed"  
[X Link](https://x.com/bespokeinvest/status/2022135226504262069)  2026-02-13T02:26Z 259.1K followers, [----] engagements


"CH Robinson $CHRW Equinix $EQIX Airbnb $ABNB Rivian $RIVN and $AMAT are some of the stocks we discussed at today. http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2022136290540388531)  2026-02-13T02:30Z 259.2K followers, [----] engagements


"A quick snapshot of market technicals after a rough day for the major indices Join us at to read our daily commentary. http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2022136625652727975)  2026-02-13T02:31Z 259.1K followers, [----] engagements


"Key Economic Indicators on Tap Today (ET) 8:30 AM: CPI Core CPI For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2022277070097699154)  2026-02-13T11:50Z 259.1K followers, [----] engagements


"Morning Note - Leaders of the Physical and Digital Economies Fall https://open.substack.com/pub/bespokeinvest/p/morning-note-leaders-of-the-physicalr=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bespokeinvest/p/morning-note-leaders-of-the-physicalr=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/bespokeinvest/status/2022311594454028791)  2026-02-13T14:07Z 259.1K followers, [----] engagements


"Transports fell 2.5% and Semis tumbled more than 4% yesterday. History shows this rare dual pullback from 52-week highs hasn't signaled past market cycle peaks offering bulls some comfort heading into the long weekend. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-13-26-leaders-of-the-physical-and-digital-economies-fall https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-13-26-leaders-of-the-physical-and-digital-economies-fall"  
[X Link](https://x.com/bespokeinvest/status/2022313523515130226)  2026-02-13T14:14Z 259.1K followers, [----] engagements


"Looks like traders haven't figured out how AI is going to crush homebuilders.🤷♂"  
[X Link](https://x.com/bespokeinvest/status/2022318523284873548)  2026-02-13T14:34Z 259.1K followers, [----] engagements


"You can basically now set your clock to a big sell program in the first [--] minutes of the trading day"  
[X Link](https://x.com/bespokeinvest/status/2022320896946393400)  2026-02-13T14:44Z 259.1K followers, [----] engagements


"CPI comes in cooler than expected. Headline at 0.2% MoM and 2.4% YoY. Core in-line"  
[X Link](https://x.com/bespokeinvest/status/2022322649393672536)  2026-02-13T14:51Z 259.2K followers, [----] engagements


"A list of last year's most "beaten down blue-chips" that we featured shows nice bounces this year for just over half of them. Target $TGT Starbucks $SBUX Biogen $BIIB Pfizer $PFE and Boeing $BA all up 10%+ YTD"  
[X Link](https://x.com/bespokeinvest/status/2022355554992263436)  2026-02-13T17:01Z 259.2K followers, [----] engagements


"In the AI era the new 9-5 in the workplace is working until your daily allotment of Claude tokens runs out"  
[X Link](https://x.com/bespokeinvest/status/2022419262632317365)  2026-02-13T21:15Z 259.2K followers, [----] engagements


"This week's Bespoke Report is titled "AI Boom to AI Doom." Start a trial to read the full 38-page report over the long weekend: https://www.bespokepremium.com/interactive/posts/think-big-blog/the-bespoke-report-ai-boom-to-ai-doom https://www.bespokepremium.com/interactive/posts/think-big-blog/the-bespoke-report-ai-boom-to-ai-doom"  
[X Link](https://x.com/bespokeinvest/status/2022441571573207098)  2026-02-13T22:43Z 259.1K followers, [----] engagements


""Mentions of AI disruption on management calls almost doubled compared to the previous quarter." - Bloomberg"  
[X Link](https://x.com/bespokeinvest/status/2023156853006631098)  2026-02-15T22:05Z 259.2K followers, 11.7K engagements


""About 30% of S&P [---] constituents were up or down at least 20% in the past three months" - @barronsonline"  
[X Link](https://x.com/bespokeinvest/status/2023160790451122304)  2026-02-15T22:21Z 259.2K followers, [----] engagements


"@barronsonline What's really nuts about this is that [--] in [--] (25%) S&P [---] stocks are up over 20% in the last three months and the index is up less than 2.5%. Thanks Mag [--]. $MAGS"  
[X Link](https://x.com/bespokeinvest/status/2023162684393283948)  2026-02-15T22:29Z 259.2K followers, [----] engagements


"Key Events Tomorrow Investor Days: Arthur J. Gallagher $AJG Vital Farms $VITL For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2000696117952966795)  2025-12-15T22:35Z 259.2K followers, [----] engagements


"In the S&P [---] right now there are only five stocks that have doubled the index's return over each of the last [--] [--] and [--] years: NVIDIA $NVDA Lam Research $LRCX KLA $KLAC Comfort Systems $FIX and Texas Pacific $TPL"  
[X Link](https://x.com/bespokeinvest/status/2024251911298293774)  2026-02-18T22:37Z 259.2K followers, [----] engagements


"Key Earnings Reports Tomorrow Before the Open: Baxter $BAX CBRE $CBRE Howmet Aerospace $HWM Restaurant Brands International $QSR Zoetis $ZTS After the Close: Airbnb $ABNB Applied Materials $AMAT Arista Networks $ANET Coinbase Global $COIN DraftKings $DKNG Expedia $EXPE Ingersoll-Rand $IR Rivian Automotive $RIVN Toast $TOST Wynn Resorts $WYNN For more details start a trial at http://bespokepremium.com http://bespokepremium.com"  
[X Link](https://x.com/bespokeinvest/status/2021713481481781592)  2026-02-11T22:30Z 259.2K followers, [----] engagements


"RT @bespokeinvest: And of course in hindsight it will be 20/20"  
[X Link](https://x.com/bespokeinvest/status/2023714255380361475)  2026-02-17T11:00Z 259.2K followers, [--] engagements


"Software $IGV is basically flat over the last five years while the semis $SMH are up 228%:"  
[X Link](https://x.com/bespokeinvest/status/2022692514667311408)  2026-02-14T15:20Z 259.2K followers, 39.9K engagements


"Software ETF $IGV now basically flat over the last five years. $SPY up 75%"  
[X Link](https://x.com/bespokeinvest/status/2021982697707721199)  2026-02-12T16:20Z 259.2K followers, 78.1K engagements


"Here's a look at the Nasdaq 100's action in the year leading up to and the year after its March [----] peak versus its actin in the year leading up to its 10/29/25 peak. $QQQ"  
[X Link](https://x.com/bespokeinvest/status/2022081767206007201)  2026-02-12T22:53Z 259.2K followers, 16.1K engagements


"The two deciles of Russell [----] stocks with the highest price to sales ratios are the only two that are down YTD on average. The remaining 80% of stocks are up pretty significantly already"  
[X Link](https://x.com/bespokeinvest/status/2022692136131481949)  2026-02-14T15:19Z 259.2K followers, 26.4K engagements


"The S&P [---] did something absolutely WILD this month: In under [--] weeks it swung from overbought to oversold to overbought and back to oversold. Dramamine anyone"  
[X Link](https://x.com/bespokeinvest/status/2022719691010060347)  2026-02-14T17:08Z 259.2K followers, 80.4K engagements


"Here's a helpful way to visualize the sector divergence we've seen in [----]. Financials Discretionary Comm. Svcs and Tech are all in the red while Industrials Materials Energy and Staples are all up 12%+. Check out the overbought oversold readings as well"  
[X Link](https://x.com/bespokeinvest/status/2023418575948857796)  2026-02-16T15:25Z 259.2K followers, 11.1K engagements


"Even Alphabet $GOOG broke its uptrend last week. There's no longer one mega-cap Tech stock in what we would call an "uptrend." https://x.com/bespokeinvest/status/2023496845042094233/photo/1 https://x.com/bespokeinvest/status/2023496845042094233/photo/1"  
[X Link](https://x.com/bespokeinvest/status/2023496845042094233)  2026-02-16T20:36Z 259.2K followers, 49.5K engagements


"All eight of these mega-cap Tech and Tech-adjacent stocks are now below their 50-DMAs:"  
[X Link](https://x.com/bespokeinvest/status/2023498874925838387)  2026-02-16T20:45Z 259.2K followers, 10.6K engagements


"Busy earnings day tomorrow after the long weekend. MDT PANW BLDR and more before and after the bell"  
[X Link](https://x.com/bespokeinvest/status/2023525420763591069)  2026-02-16T22:30Z 259.2K followers, [----] engagements


"Fed speak Baker Hughes and major conferences all lined up for tomorrow"  
[X Link](https://x.com/bespokeinvest/status/2023526553330524479)  2026-02-16T22:35Z 259.2K followers, [----] engagements


"Empire Manufacturing and NAHB Housing Index coming up this morning"  
[X Link](https://x.com/bespokeinvest/status/2023726747385294856)  2026-02-17T11:50Z 259.2K followers, [----] engagements


"13 Dow stocks are already up 10%+ YTD while [--] are down 10%+. $CAT $HON $CVX $VZ $WMT all up 20%+ $IBM $AMZN $MSFT and $CRM down the most"  
[X Link](https://x.com/bespokeinvest/status/2023732466742161413)  2026-02-17T12:13Z 259.2K followers, [----] engagements


"10-year down to [----] this morning"  
[X Link](https://x.com/bespokeinvest/status/2023733634956513771)  2026-02-17T12:17Z 259.2K followers, [----] engagements


"The 10-year yield has basically bounced between 4% and 5% since mid-2023. This morning it's back down to 4.02%. Will we see a 3-handle today"  
[X Link](https://x.com/bespokeinvest/status/2023742882180403483)  2026-02-17T12:54Z 259.2K followers, [----] engagements


"The 10-year Treasury yield is currently at 4.02%. Here's a look at the 10-year yield back to [----]. Ironically the 10-year's current yield is at the exact same level it was at [--] years ago in February [----]. Its average daily close over this 64-year stretch has been 5.8%"  
[X Link](https://x.com/bespokeinvest/status/2023746630491513026)  2026-02-17T13:09Z 259.2K followers, [----] engagements


"Bespoke Morning Note - 2/17/26 - Monday Mood https://open.substack.com/pub/bespokeinvest/p/bespoke-morning-note-21726-mondayr=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bespokeinvest/p/bespoke-morning-note-21726-mondayr=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/bespokeinvest/status/2023760844144931058)  2026-02-17T14:05Z 259.2K followers, [----] engagements


"The S&P [---] is almost flat YTD but the Russell [----] is up 6.6% one of the strongest small-cap starts vs. large-caps on record. On the sector level small-caps lead the largest in Comm Svcs Cons Discret and Financials. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-17-26-monday-mood https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-17-26-monday-mood"  
[X Link](https://x.com/bespokeinvest/status/2023765077640572937)  2026-02-17T14:22Z 259.2K followers, [----] engagements


"Software $IGV is down another 2.3% today but it's still about 1% above its 2/5 closing low. Let's see if that holds"  
[X Link](https://x.com/bespokeinvest/status/2023780735727870108)  2026-02-17T15:25Z 259.2K followers, [----] engagements


"Empire Manufacturing beats at [---] vs [---] est. NAHB Housing Index misses coming in at [--] vs [--] est"  
[X Link](https://x.com/bespokeinvest/status/2023782322232033330)  2026-02-17T15:31Z 259.2K followers, [----] engagements


"All eyes on the Fed tomorrow. Vice Chair Bowman speaks at [--] PM followed by January FOMC minutes at [--] PM"  
[X Link](https://x.com/bespokeinvest/status/2023888941326258663)  2026-02-17T22:35Z 259.2K followers, [----] engagements


"The S&P [---] is down just 0.03% YTD but theres been massive rotation with over [---] stocks up or down 20%+. The equal-weight S&P [---] is up 5.5% marking one of the biggest gaps vs. cap-weighted performance since [----]. Read today's Morning Lineup at https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-18-26-higher-but-off-the-highs https://www.bespokepremium.com/interactive/posts/think-big-blog/bespokes-morning-lineup-2-18-26-higher-but-off-the-highs"  
[X Link](https://x.com/bespokeinvest/status/2024123199965802924)  2026-02-18T14:05Z 259.2K followers, [----] engagements


"Crazy market stat: The S&P [---] is flat YTD but there are just [--] stocks in the index up or down less than 5% YTD while there are [---] stocks up or down more than 20% YTD"  
[X Link](https://x.com/bespokeinvest/status/2024125232760418482)  2026-02-18T14:13Z 259.2K followers, 37.3K engagements


"Nice 1%+ gain for the QQQs this morning as the ETF moves above its Friday intraday highs. $QQQ"  
[X Link](https://x.com/bespokeinvest/status/2024142931024621686)  2026-02-18T15:24Z 259.2K followers, [----] engagements


"Walmart $WMT headlines tomorrow's earnings. Also watching $LYV $W and $NEM before and after the bell"  
[X Link](https://x.com/bespokeinvest/status/2024250196566142982)  2026-02-18T22:30Z 259.2K followers, [----] engagements


"The S&P [---] has seen its tightest trading range to start a year since [----] The difference between the S&P's high and low close this year has been just 2.67%"  
[X Link](https://x.com/bespokeinvest/status/2024253742015537552)  2026-02-18T22:44Z 259.2K followers, 22.8K engagements


"Long-term investing isn't about timing. It's about time. WATCH:"  
[X Link](https://x.com/anyuser/status/1915458181532131602)  2025-04-24T17:29Z 259.2K followers, 245.4K engagements


"Betting the Entire Seed Round. The startup famously spent $3 million of its $5.8 million in total seed funding on a single Super Bowl ad before the website had even officially launched. (Source: The Hustle) http://Computer.com http://Computer.com"  
[X Link](https://x.com/bespokeinvest/status/2020514169879945260)  2026-02-08T15:04Z 259.2K followers, [----] engagements


"The Mag [--] rallied 70% from the April lows through the end of October. Should it really be surprising they've taken a breather"  
[X Link](https://x.com/bespokeinvest/status/2021960681986113966)  2026-02-12T14:52Z 259.2K followers, [----] engagements


"Earlier this week we noted that this was the first time in the S&P 500's history that it went from overbought to oversold and back to overbought in the span of one week or less. Since then we've gone back into oversold territory"  
[X Link](https://x.com/bespokeinvest/status/2022338758520262764)  2026-02-13T15:55Z 259.2K followers, 20.2K engagements


"And of course in hindsight it will be 20/20. https://t.co/xVX5a99FXy https://t.co/xVX5a99FXy"  
[X Link](https://x.com/bespokeinvest/status/2023487441764847858)  2026-02-16T19:59Z 259.2K followers, 17.7K engagements


"A 1%+ rally over the last [--] minutes has flipped all three major indices into the green on the day. Dow S&P Nasdaq"  
[X Link](https://x.com/bespokeinvest/status/2023795068654530689)  2026-02-17T16:21Z 259.2K followers, [----] engagements


"Join Bespoke's Think BIG mailing list today. You'll get an email with some type of interesting Bespoke market stat at least 2-3 times per week. All we need is an email address here to join: https://www.bespokepremium.com/interactive/newsletter https://www.bespokepremium.com/interactive/newsletter"  
[X Link](https://x.com/bespokeinvest/status/2023854957179662721)  2026-02-17T20:19Z 259.2K followers, [----] engagements


"Because who doesn't need a prediction markets election ETF right https://www.etf.com/sections/features/roundhill-files-etfs-tied-2028-presidential-winner https://www.etf.com/sections/features/roundhill-files-etfs-tied-2028-presidential-winner"  
[X Link](https://x.com/bespokeinvest/status/2023872854769758342)  2026-02-17T21:31Z 259.2K followers, [----] engagements


"Key earnings tomorrow: $ADI and $MCO before the open. $BKNG $DASH $CVNA and $OXY after the close"  
[X Link](https://x.com/bespokeinvest/status/2023887808604369155)  2026-02-17T22:30Z 259.2K followers, [----] engagements


"Heavy data day today. Durable Goods Housing Starts Industrial Production and Leading Indicators all on deck"  
[X Link](https://x.com/bespokeinvest/status/2024089135376371749)  2026-02-18T11:50Z 259.2K followers, [----] engagements


"Morning Note - Higher But Off the Highs - 2/18/26 https://open.substack.com/pub/bespokeinvest/p/morning-note-higher-but-off-the-highsr=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bespokeinvest/p/morning-note-higher-but-off-the-highsr=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/bespokeinvest/status/2024132355342958778)  2026-02-18T14:42Z 259.2K followers, [----] engagements


"Durable Goods Housing Starts Building Permits and Industrial Production all beat this morning. Only Capacity Utilization missed by 0.3%"  
[X Link](https://x.com/bespokeinvest/status/2024144403472822383)  2026-02-18T15:30Z 259.2K followers, 13.8K engagements


"Sub-2% inflation from the Feds expectations index The February update of the Atlanta Fed's business inflation expectations index fell to 1.9% from 2.0% in January. The 1.9% figure measures the median of firms' year-ahead unit cost expectations. It peaked at 3.8% four years ago. The measure averaged 2.0% from 2017-19. The February update of the Atlanta Fed's business inflation expectations index fell to 1.9% from 2.0% in January. The 1.9% figure measures the median of firms' year-ahead unit cost expectations. It peaked at 3.8% four years ago. The measure averaged 2.0% from 2017-19"  
[X Link](https://x.com/bespokeinvest/status/2024175159255392371)  2026-02-18T17:32Z 259.2K followers, [----] engagements


"Seeing pretty significant rollover in afternoon trading so far. Down about [--] bps since [--] PM ET. We've seen afternoon weakness on each of the last three trading days"  
[X Link](https://x.com/bespokeinvest/status/2024207775660999006)  2026-02-18T19:41Z 259.2K followers, [----] engagements


"Biggest S&P [---] Winners Last [--] [--] [--] Years via @bespokeinvest https://www.bespokepremium.com/interactive/posts/think-big-blog/biggest-sp-500-winners-last-5-10-20-years https://www.bespokepremium.com/interactive/posts/think-big-blog/biggest-sp-500-winners-last-5-10-20-years"  
[X Link](https://x.com/bespokeinvest/status/2024250807508459583)  2026-02-18T22:32Z 259.2K followers, [----] engagements


"Four Fed speakers tomorrow: Bostic Bowman Kashkari and Goolsbee. Plus energy inventory data"  
[X Link](https://x.com/bespokeinvest/status/2024251329237995777)  2026-02-18T22:35Z 259.2K followers, [----] engagements


"These are the ten S&P [---] stocks that have posted 20%+ annualized returns over the last [--] [--] and [--] years: $NVDA $LRCX $KLAC $APH $PWR $MPWR $FIX $EME $AXON $TPL"  
[X Link](https://x.com/bespokeinvest/status/2024252093905740126)  2026-02-18T22:38Z 259.2K followers, [----] engagements


"Biggest S&P [---] Winners Last [--] [--] [--] Years https://open.substack.com/pub/bespokeinvest/p/biggest-s-and-p-500-winners-lastr=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/bespokeinvest/p/biggest-s-and-p-500-winners-lastr=826dn&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/bespokeinvest/status/2024252270846542070)  2026-02-18T22:38Z 259.2K followers, [----] engagements


"We cover the market's narrow range and much more in tonight's post-market macro note The Closer. Read it here: https://www.bespokepremium.com/interactive/posts/think-big-blog/the-closer-narrow-ranges-minutes-residential-2-18-26 https://www.bespokepremium.com/interactive/posts/think-big-blog/the-closer-narrow-ranges-minutes-residential-2-18-26"  
[X Link](https://x.com/bespokeinvest/status/2024253822516826599)  2026-02-18T22:44Z 259.2K followers, [----] engagements

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