# ![@conorsen Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::70778344.png) @conorsen Conor Sen

Conor Sen posts on X about ai, dems, in the, stocks the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::70778344/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::70778344/c:line/m:interactions.svg)

- [--] Week [---------] -13%
- [--] Month [---------] +17%
- [--] Months [----------] +82%
- [--] Year [----------] -54%

### Mentions: [--] [#](/creator/twitter::70778344/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::70778344/c:line/m:posts_active.svg)

- [--] Week [---] +7.70%
- [--] Month [---] +29%
- [--] Months [-----] +125%
- [--] Year [-----] -35%

### Followers: [-------] [#](/creator/twitter::70778344/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::70778344/c:line/m:followers.svg)

- [--] Week [-------] +0.25%
- [--] Month [-------] +0.53%
- [--] Months [-------] +4.10%
- [--] Year [-------] +9.80%

### CreatorRank: [-------] [#](/creator/twitter::70778344/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::70778344/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  23.48% [stocks](/list/stocks)  7.58% [technology brands](/list/technology-brands)  6.06% [countries](/list/countries)  3.03% [travel destinations](/list/travel-destinations)  1.52% [cryptocurrencies](/list/cryptocurrencies)  1.52% [celebrities](/list/celebrities)  1.52% [social networks](/list/social-networks)  1.52% [automotive brands](/list/automotive-brands)  #3166 [exchanges](/list/exchanges)  0.76%

**Social topic influence**
[ai](/topic/ai) 9.85%, [dems](/topic/dems) #388, [in the](/topic/in-the) 6.06%, [stocks](/topic/stocks) #3678, [bullish](/topic/bullish) 3.03%, [housing market](/topic/housing-market) #517, [market](/topic/market) 2.27%, [sun](/topic/sun) 2.27%, [belt](/topic/belt) 2.27%, [money](/topic/money) 2.27%

**Top accounts mentioned or mentioned by**
[@catsaavy](/creator/undefined) [@lpdonovan](/creator/undefined) [@figbar6](/creator/undefined) [@stevematthews12](/creator/undefined) [@mattmvinson](/creator/undefined) [@ljkawa](/creator/undefined) [@douglasritz](/creator/undefined) [@thebeltwayagent](/creator/undefined) [@rebels2008](/creator/undefined) [@cinyc9](/creator/undefined) [@erasmusbharry](/creator/undefined) [@princerilian123](/creator/undefined) [@joshersquasher](/creator/undefined) [@alexsalvati3](/creator/undefined) [@opinion](/creator/undefined) [@tylerdinucci](/creator/undefined) [@mattyglesias](/creator/undefined) [@hydrofoundry](/creator/undefined) [@jonathanwmeier](/creator/undefined) [@amber34owl](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [DoorDash Inc. (DASH)](/topic/doordash) [PepsiCo, Inc. (PEP)](/topic/$pep) [QUALCOMM, Inc. (QCOM)](/topic/$qcom)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Cant have a market top until we get the flood of IPOs vs a Series L raise at over $100 billion "Series L" lmao https://t.co/F1G6zLTWbt "Series L" lmao https://t.co/F1G6zLTWbt"  
[X Link](https://x.com/conorsen/status/2000950484119736528)  2025-12-16T15:25Z 104.7K followers, 20.9K engagements


"Asking this with no preconceived conclusion -- is there a way to be both bullish on Claude Code/Cowork and also white collar hiring in 2026"  
[X Link](https://x.com/conorsen/status/2011480817629835306)  2026-01-14T16:49Z 104.7K followers, 40K engagements


"Well well well. *VAIL RESORTS: SEASON-TO-DATE SKIER VISITS DOWN 20% Y/Y"  
[X Link](https://x.com/conorsen/status/2011786638813245470)  2026-01-15T13:04Z 104.7K followers, 341.6K engagements


"Existing home sales are low Migration to Florida is down Theres no supply and housing is expensive in the northeast"  
[X Link](https://x.com/conorsen/status/2016354782680629630)  2026-01-28T03:36Z 104.7K followers, 28K engagements


"Its weird to ask if the dollar is a safe haven while the US stock market is making new highs. Like asking if an umbrella kept you from getting wet while it was sunny out"  
[X Link](https://x.com/conorsen/status/2016688470660448318)  2026-01-29T01:42Z 104.5K followers, 21.3K engagements


"Kalshi has Ossoff at 80% Roy Cooper at 75%. CRYSTAL BALL SENATE RATING CHANGES Georgia - Toss-up to Leans D Florida - Safe R to Likely R Full analysis in this morning's Crystal Ball which will be hitting inboxes soon https://t.co/jCBNzuogF7 CRYSTAL BALL SENATE RATING CHANGES Georgia - Toss-up to Leans D Florida - Safe R to Likely R Full analysis in this morning's Crystal Ball which will be hitting inboxes soon https://t.co/jCBNzuogF7"  
[X Link](https://x.com/conorsen/status/2016877845981610335)  2026-01-29T14:15Z 104.7K followers, 51.8K engagements


"While making housing more affordable right *TRUMP: WILL DRIVE HOME VALUES UP FOR CURRENT HOMEOWNERS *TRUMP: WILL DRIVE HOME VALUES UP FOR CURRENT HOMEOWNERS"  
[X Link](https://x.com/conorsen/status/2016930014827102211)  2026-01-29T17:42Z 104.6K followers, 27.8K engagements


"90% of the time the Fed can run itself markets are calm maybe you raise or lower rates by 25bps. The importance of a Chair is in times of crisis and Warsh has failed that test over and over again. Perhaps it wont be an issue this year but at some point it will be"  
[X Link](https://x.com/conorsen/status/2017212652741701876)  2026-01-30T12:25Z 104.5K followers, 46.2K engagements


"@opinion There's green shoots in the Florida housing market -- stabilizing inventory levels rising transactions and affordability that has improved somewhat and should continue to get better: https://www.bloomberg.com/opinion/articles/2026-01-30/florida-is-giving-housing-optimists-reason-to-buzz-againsrnd=undefined https://www.bloomberg.com/opinion/articles/2026-01-30/florida-is-giving-housing-optimists-reason-to-buzz-againsrnd=undefined"  
[X Link](https://x.com/conorsen/status/2017259181892358199)  2026-01-30T15:30Z 104.7K followers, 20K engagements


"The most noteworthy shift in interstate migration rates vs the late 2010s is how much migration into the California overflow states for liberals (CO OR WA) has fallen off. h/t @NewsLambert cc: @aaron_renn"  
[X Link](https://x.com/conorsen/status/2017727272032076096)  2026-01-31T22:30Z 104.7K followers, 38.3K engagements


"@ReubenR80027912 Also how even well-off people in the northeast dont care about nice cars relative to people in the South and West (probably the snow/ice)"  
[X Link](https://x.com/conorsen/status/2017976761867260335)  2026-02-01T15:02Z 104.7K followers, [----] engagements


"@TylerDinucci Thats probably 2% worse for Dems than my base case all around"  
[X Link](https://x.com/conorsen/status/2018107943229476882)  2026-02-01T23:43Z 104.7K followers, [---] engagements


"@TylerDinucci Ossoff needs to win by at least 7% for Dems to have a shot at flipping the Senate"  
[X Link](https://x.com/conorsen/status/2018108378803851755)  2026-02-01T23:45Z 104.7K followers, [---] engagements


"Just let rich New Jersey retirees move to Florida as nature intended. These programs giving special property tax breaks to seniors: [--]. Push more of the tax burden onto working people [--]. Generate misallocation of the housing stock by discouraging empty nesters from realizing their capital gains https://t.co/0e86RoK9O6 These programs giving special property tax breaks to seniors: [--]. Push more of the tax burden onto working people [--]. Generate misallocation of the housing stock by discouraging empty nesters from realizing their capital gains https://t.co/0e86RoK9O6"  
[X Link](https://x.com/conorsen/status/2018151783344816267)  2026-02-02T02:37Z 104.7K followers, 27.8K engagements


"Worst overnight price action for bitcoin/precious metals/stocks that I can recall in awhile"  
[X Link](https://x.com/conorsen/status/2018169179082211504)  2026-02-02T03:46Z 104.7K followers, 48.8K engagements


"DC is clearly much closer to Atlanta with the federal government than it is to New York City. I think it's pretty dangerous for people in DC to see our situation as that closely analogous to New York we are much smaller do not have a population of billionaires and face much more intense competition for investment from the inner suburbs. https://t.co/u6HB2eVcym I think it's pretty dangerous for people in DC to see our situation as that closely analogous to New York we are much smaller do not have a population of billionaires and face much more intense competition for investment from the inner"  
[X Link](https://x.com/conorsen/status/2018379899640115406)  2026-02-02T17:44Z 104.5K followers, 145.6K engagements


"DoorDash discourse makes me feel like such a Boomer. Have still never used it or Instacart"  
[X Link](https://x.com/conorsen/status/2018482265517371808)  2026-02-03T00:30Z 104.7K followers, 14.1K engagements


"My first apartment after college near downtown LA was a 1/4 mile walk from a Pizza Hut and I thought it was so cool that I could walk there and get the Monday Night Football special. Chipotle and non-Starbucks coffee was still a niche thing even in SoCal. Wasnt that long ago"  
[X Link](https://x.com/conorsen/status/2018482946567479371)  2026-02-03T00:33Z 104.7K followers, [----] engagements


"I cant prove this but among Georgia Dems there was a lot of excitement about the kinds of suburban places/seats they could flip in [----] but theres more wariness/less enthusiasm about the next tier of outer suburban seats theyd need to flip the state House in [----]. One issue with states that have been dominated by one party for generations is that theres a certain amount of negative selection that occurs for people who pursue a career in politics in the minority party One issue with states that have been dominated by one party for generations is that theres a certain amount of negative"  
[X Link](https://x.com/conorsen/status/2018665924346494991)  2026-02-03T12:40Z 104.5K followers, 34.7K engagements


"Cherokee County Forsyth County Eww. Do we really have to I cant prove this but among Georgia Dems there was a lot of excitement about the kinds of suburban places/seats they could flip in [----] but theres more wariness/less enthusiasm about the next tier of outer suburban seats theyd need to flip the state House in [----]. I cant prove this but among Georgia Dems there was a lot of excitement about the kinds of suburban places/seats they could flip in [----] but theres more wariness/less enthusiasm about the next tier of outer suburban seats theyd need to flip the state House in 2026"  
[X Link](https://x.com/conorsen/status/2018666091174850580)  2026-02-03T12:41Z 104.5K followers, 13.3K engagements


"I know the Apartment List universe of apartments is class A-centric but it has San Francisco rent growth up 13% YoY Austin -6% maybe OpenAI researchers wont leave but that price gap growth is massive:"  
[X Link](https://x.com/conorsen/status/2018678865254662409)  2026-02-03T13:32Z 104.5K followers, 11.6K engagements


"Similar dynamic in housing where transaction volumes are starting to jump in the South while price pressures are non-existent. I think Price-over-Volume is officially dead. After [--] straight quarters of declining sales volumes Pepsi is cutting prices in order to grow https://t.co/BxnZme2P5C https://t.co/pi8dj3hvwo I think Price-over-Volume is officially dead. After [--] straight quarters of declining sales volumes Pepsi is cutting prices in order to grow https://t.co/BxnZme2P5C https://t.co/pi8dj3hvwo"  
[X Link](https://x.com/conorsen/status/2018689157644665266)  2026-02-03T14:12Z 104.5K followers, 19.3K engagements


"Management teams of every software company with stocks down 40%:"  
[X Link](https://x.com/conorsen/status/2018734770918945178)  2026-02-03T17:14Z 104.7K followers, 22K engagements


"Must be nice to have a portfolio of private software companies today where your P&L for the day will be 0.00%"  
[X Link](https://x.com/conorsen/status/2018743031248162898)  2026-02-03T17:46Z 104.5K followers, 36.8K engagements


"At what SPX (or bitcoin) level does Trump dump Warsh"  
[X Link](https://x.com/conorsen/status/2018759129637040434)  2026-02-03T18:50Z 104.7K followers, 15.9K engagements


"Were in that carnage over there Im still fine over here phase of markets thats uncomfortable because you cant really be sure you wont be next"  
[X Link](https://x.com/conorsen/status/2018810481256038826)  2026-02-03T22:15Z 104.7K followers, 32.3K engagements


"@mattmvinson AMDs customers are surely going out of business so sell AMD too"  
[X Link](https://x.com/conorsen/status/2018812848387006719)  2026-02-03T22:24Z 104.4K followers, [----] engagements


"@EllliotttB Theres so much cope on here denying that fact as if the management teams of an entire industry where all the stocks went down 30% will just shrug as if nothing happened"  
[X Link](https://x.com/conorsen/status/2018833574200500347)  2026-02-03T23:46Z 104.6K followers, 25.3K engagements


"Fun juxtaposition here:"  
[X Link](https://x.com/conorsen/status/2018839660437340245)  2026-02-04T00:10Z 104.5K followers, [----] engagements


"Thats the sound of the Sun Belt migration machine slowly creaking back to life. Apparently its a total bloodbath looking for an apartment in SF right now. Told multiple people to get a real estate agent to help find a *rental* Apparently its a total bloodbath looking for an apartment in SF right now. Told multiple people to get a real estate agent to help find a *rental*"  
[X Link](https://x.com/conorsen/status/2018866122502627484)  2026-02-04T01:56Z 104.6K followers, 44.8K engagements


"I do find the For You tab useful on big market days algos are good for capturing the zeitgeist"  
[X Link](https://x.com/conorsen/status/2018874886391787639)  2026-02-04T02:30Z 104.7K followers, [----] engagements


"@LPDonovan Theres a third candidate"  
[X Link](https://x.com/conorsen/status/2018876815012749393)  2026-02-04T02:38Z 104.4K followers, [---] engagements


"@LPDonovan Sort of like how nobody pays attention to the Olympics until were [--] hours out I wonder if primary campaigns are shorter now sure youre raising money for 9-12 months but voters only really engage in the final weeks. Georgias havent really begun yet imo"  
[X Link](https://x.com/conorsen/status/2018877667463090472)  2026-02-04T02:41Z 104.4K followers, [---] engagements


"@Blake_Allen13 Have definitely seen that dynamic here in Georgia if a special isnt in Athens or in the Atlanta burbs theres no swing"  
[X Link](https://x.com/conorsen/status/2018878167218262277)  2026-02-04T02:43Z 104.4K followers, [----] engagements


"Anthony Davis and Trae Young What"  
[X Link](https://x.com/conorsen/status/2019122727400198310)  2026-02-04T18:55Z 104.6K followers, [----] engagements


"So the big [--] are projected to do $550+ billion in capex over the next [--] months"  
[X Link](https://x.com/conorsen/status/2019156869810700634)  2026-02-04T21:11Z 104.7K followers, 58.7K engagements


"Do Democratic presidential primaries voters believe that California is governed well High-speed rail means no TSA lines no removing your shoes just fast clean travel. While Texas canceled its project California keeps building. [---] miles are now ready for construction. Were past the hardest part and were finishing the job. https://t.co/8fS8vhZdjd High-speed rail means no TSA lines no removing your shoes just fast clean travel. While Texas canceled its project California keeps building. [---] miles are now ready for construction. Were past the hardest part and were finishing the job."  
[X Link](https://x.com/conorsen/status/2019219441574428724)  2026-02-05T01:20Z 104.7K followers, 31.1K engagements


"@mattyglesias AI seems like it could be a pretty useful tool to comb through long and unwieldy local government budget and planning documents to get actionable insights"  
[X Link](https://x.com/conorsen/status/2019393044936876044)  2026-02-05T12:49Z 104.6K followers, [----] engagements


"@TheStalwart $QCOM -10%"  
[X Link](https://x.com/conorsen/status/2019411978867847399)  2026-02-05T14:05Z 104.7K followers, [----] engagements


"If a company doesn't spend money on AI capex and isn't a user of memory its stock is outperforming YTD"  
[X Link](https://x.com/conorsen/status/2019416845128716388)  2026-02-05T14:24Z 104.7K followers, 10.7K engagements


"If markets stabilize I think the bullish narrative will shift from Jensen and Sam (chips and capex) to Warsh and Dario (Fed-facilitated productivity growth)"  
[X Link](https://x.com/conorsen/status/2019452400742891761)  2026-02-05T16:45Z 104.7K followers, [----] engagements


"Curious how the SpaceX roadshow will go -- will it just be a normal traditional Wall Street junket or will Musk be doing tons of podcasts"  
[X Link](https://x.com/conorsen/status/2019459089038704907)  2026-02-05T17:12Z 104.7K followers, [----] engagements


"@VegaVandal A headache is that the investors think theyre value businesses but management thinks theyre growth businesses"  
[X Link](https://x.com/conorsen/status/2019467196838089105)  2026-02-05T17:44Z 104.6K followers, [---] engagements


"Okay so $600bn+ in capex for the big [--] this year"  
[X Link](https://x.com/conorsen/status/2019517522710868009)  2026-02-05T21:04Z 104.7K followers, [----] engagements


"I kind of wonder if markets will start betting these capex actuals don't materialize for one reason or another"  
[X Link](https://x.com/conorsen/status/2019518196940960115)  2026-02-05T21:07Z 104.7K followers, 13.3K engagements


"Obviously hoping for the best for anyone impacted but hard to argue with this. How is the tech sector going to hire anyone when four companies are spending the GDP of Pakistan on data centers and everyone elses stock is down a quarter in the last month How is the tech sector going to hire anyone when four companies are spending the GDP of Pakistan on data centers and everyone elses stock is down a quarter in the last month"  
[X Link](https://x.com/conorsen/status/2019557553064333466)  2026-02-05T23:43Z 104.7K followers, 68.8K engagements


"@LPDonovan Did they (and by they we only mean one man here) just not think Dems would punch back"  
[X Link](https://x.com/conorsen/status/2019604707786805453)  2026-02-06T02:50Z 104.7K followers, [----] engagements


"If I didnt know anything Id just assume from watching this that knee ligaments arent very important in skiing. Just one week after tearing her ACL Lindsey Vonn has completed her Olympic training run in Cortina. The women's downhill competition takes place this Sunday. https://t.co/FgEG8xkWTI Just one week after tearing her ACL Lindsey Vonn has completed her Olympic training run in Cortina. The women's downhill competition takes place this Sunday. https://t.co/FgEG8xkWTI"  
[X Link](https://x.com/conorsen/status/2019763677994364931)  2026-02-06T13:22Z 104.7K followers, 29.2K engagements


"If knee ligaments arent actually important in skiing I may be open to reevaluating my anti-skiing takes"  
[X Link](https://x.com/conorsen/status/2019764364652225002)  2026-02-06T13:25Z 104.7K followers, [----] engagements


"The administration going after the homebuilders is so dumb just cheap slopulist red meat that isn't in good faith at all"  
[X Link](https://x.com/conorsen/status/2019822396715462743)  2026-02-06T17:16Z 104.7K followers, 16.4K engagements


"An actually difficult issue if Republicans could be convinced to ban gerrymandering is even in a truly neutral process youd now be asking dozens of red state representatives to eliminate their seats so that newly-created GOP seats could be created in CA VA NY etc"  
[X Link](https://x.com/conorsen/status/2019922262246216051)  2026-02-06T23:52Z 104.7K followers, 29.7K engagements


"Dems getting hosed in post-2010 redistricting shaped the partys views on gerrymandering in a way that Republicans are just now starting to feel since theyre on the losing side of some of these. But hey they havent wanted reform so this is the game"  
[X Link](https://x.com/conorsen/status/2020218600808690016)  2026-02-07T19:30Z 104.7K followers, 30.4K engagements


"@HydroFoundry There needs to be a national fix"  
[X Link](https://x.com/conorsen/status/2020232305495928948)  2026-02-07T20:24Z 104.7K followers, [----] engagements


"Maybe its part of the low hiring environment but its weird how there arent really any trendy cities right now SF and NY have the most going on but even there I feel like the early 2010s had a more interesting and inclusive vibe than today"  
[X Link](https://x.com/conorsen/status/2020481546159878249)  2026-02-08T12:55Z 104.7K followers, 24.6K engagements


"Well presumably never get the story but I do wonder about his whole 10-year arc. Maybe life just happens in iterative unpredictable ways and we all come out transformed in ways we dont expect. In [----] when Post reporter Jason Rezaian was freed after spending [---] years in Iranian prison Jeff Bezos personally flew him back on his private plane. Bezos used it as a photo op. Now he's leaving people he laid off overseas in a lurch. https://t.co/uuwSmtMFWo In [----] when Post reporter Jason Rezaian was freed after spending [---] years in Iranian prison Jeff Bezos personally flew him back on his private"  
[X Link](https://x.com/conorsen/status/2020503840613957760)  2026-02-08T14:23Z 104.7K followers, 32.5K engagements


"@butt20227748 Im not worried or anxious at all the Sun Belt actually has some green shoots"  
[X Link](https://x.com/conorsen/status/2020504519046725993)  2026-02-08T14:26Z 104.7K followers, [----] engagements


"I dont think [----] Megyn Kelly or Geoff Duncan would have predicted where theyd end up in [----] for instance"  
[X Link](https://x.com/conorsen/status/2020505004550070493)  2026-02-08T14:28Z 104.7K followers, [----] engagements


"From my perspective these are the only two periods that seem bad: Posted without comment https://t.co/2yeLOnVbJD Posted without comment https://t.co/2yeLOnVbJD"  
[X Link](https://x.com/conorsen/status/2020533377082818653)  2026-02-08T16:21Z 104.7K followers, 16.1K engagements


"Its still too hard to figure out when the key Olympics moments are going to be"  
[X Link](https://x.com/conorsen/status/2020580838979871061)  2026-02-08T19:29Z 104.7K followers, [----] engagements


"Tough beat for the husbands trying to watch the Waste Management playoff as the wives look on with scorn"  
[X Link](https://x.com/conorsen/status/2020641103293141384)  2026-02-08T23:29Z 104.7K followers, 10.8K engagements


"@ModeledBehavior How can we get a national donut chain that actually makes good donuts Can technology do it"  
[X Link](https://x.com/conorsen/status/2020677223091495126)  2026-02-09T01:52Z 104.7K followers, [----] engagements


"In the wake of all the AI Super Bowl ads last night just thinking about how as IPO pressures ramp up these companies are going to empty the tank to make user/topline revenue growth look as good as possible heading into the S-1's. CHATGPT EXCEEDING 10% MONTHLY GROWTH: CNBC OPENAI PREPARING TO LAUNCH UPDATED CHAT MODEL THIS WEEK: CNBC CHATGPT EXCEEDING 10% MONTHLY GROWTH: CNBC OPENAI PREPARING TO LAUNCH UPDATED CHAT MODEL THIS WEEK: CNBC"  
[X Link](https://x.com/conorsen/status/2020847969205973018)  2026-02-09T13:11Z 104.7K followers, 27.3K engagements


"None of the day-after Super Bowl discourse is interesting we need some fresh economic data"  
[X Link](https://x.com/conorsen/status/2020929419649614305)  2026-02-09T18:34Z 104.7K followers, [----] engagements


"If the NFL owners (or Bill Simmons probably) ran the Oscars they'd do a big Avengers montage followed by an exclusive 4-minute clip of the upcoming movie that would run prominently in the middle of the show"  
[X Link](https://x.com/conorsen/status/2020957453849068028)  2026-02-09T20:26Z 104.7K followers, [----] engagements


"Oh okay maybe we're going to get Mr. Beast videos during the Oscars. YouTube on its plans for the Oscars @christianism https://t.co/VlS9AIxZmv YouTube on its plans for the Oscars @christianism https://t.co/VlS9AIxZmv"  
[X Link](https://x.com/conorsen/status/2020964176831861158)  2026-02-09T20:53Z 104.7K followers, [----] engagements


"@mattyglesias At least you and I know its a competition and are trying to compete"  
[X Link](https://x.com/conorsen/status/2021056571179139214)  2026-02-10T03:00Z 104.7K followers, [----] engagements


"@jonathanwmeier Being bullish on the technology and bearish on the financials doesnt seem inconsistent"  
[X Link](https://x.com/conorsen/status/2021057104174546963)  2026-02-10T03:02Z 104.7K followers, [---] engagements


"@VKMacro Have to think January retail sales will be bad because of the weather so we need to wait for the February data received in mid-March to see if it bounced back"  
[X Link](https://x.com/conorsen/status/2021228165297815562)  2026-02-10T14:22Z 104.7K followers, [----] engagements


"RT @MylesUdland: @conorsen It is hard to overstate the narrowness of the AI coalition along any vector -- political social economic cult"  
[X Link](https://x.com/conorsen/status/2021577179838992790)  2026-02-11T13:28Z 104.7K followers, [--] engagements


"It cant be long until politicians are doing GRWM videos. I have bad news.Democrats are getting smarter. Yes this woman running as a Dem in Virginia is prob just as radical as Abigail Spanberger. But this just came across my Instagram feed and casually watching it I didnt even know it was a Democrat it was just a great video. https://t.co/I5PzFUmzax I have bad news.Democrats are getting smarter. Yes this woman running as a Dem in Virginia is prob just as radical as Abigail Spanberger. But this just came across my Instagram feed and casually watching it I didnt even know it was a Democrat it"  
[X Link](https://x.com/conorsen/status/2022155927395479707)  2026-02-13T03:48Z 104.7K followers, 36.9K engagements


"@LPDonovan @jbarro Voters thinking about Raphael Warnock/Lucy McBath/Lauren Underwood differently than other Black politicians seems like something thats clearly true but isnt well-appreciated by some Democrats"  
[X Link](https://x.com/conorsen/status/2022291418866155693)  2026-02-13T12:47Z 104.7K followers, [----] engagements


"Motor vehicle insurance inflation is only up 0.5% YoY now far below mid-2010's levels. We've now slayed this dragon:"  
[X Link](https://x.com/conorsen/status/2022311439302549857)  2026-02-13T14:06Z 104.7K followers, 17.6K engagements


"The new Big Three: Hyundai Rivian Kia The politics of "the auto industry" will shift when Georgia is closer to the electoral college tipping point than Michigan. https://t.co/XZLvC7APyl https://t.co/SyxryIR9gU The politics of "the auto industry" will shift when Georgia is closer to the electoral college tipping point than Michigan. https://t.co/XZLvC7APyl https://t.co/SyxryIR9gU"  
[X Link](https://x.com/conorsen/status/2022349950034608423)  2026-02-13T16:39Z 104.7K followers, 27.4K engagements


"I think Virginia set Republicans off in a way other states havent because the knew the nature of MA/MD/IL/NY would lead to imbalanced maps but Virginia is the first time Dems have been max aggressive in a nominally-competitive state the way Republicans gerrymandered Wisconsin"  
[X Link](https://x.com/conorsen/status/2020217694256017492)  2026-02-07T19:26Z 104.7K followers, 208.4K engagements


"RT @meganmesserly: NEW: President Donald Trump is eager to show voters he is making homes more affordable. But even some allies concede the"  
[X Link](https://x.com/conorsen/status/2021416988627906814)  2026-02-11T02:52Z 104.7K followers, [--] engagements


"Cant decide what the ideal jobs print for financial markets would be would markets take a minus 10k as positive (lower rates AI powers on) or negative (consumption etc)"  
[X Link](https://x.com/conorsen/status/2021564967703482493)  2026-02-11T12:40Z 104.7K followers, [----] engagements


"RT @TheStalwart: Important lesson. The idea that you need to build a grassroots movement to be influential is wrong"  
[X Link](https://x.com/conorsen/status/2021572147299176945)  2026-02-11T13:08Z 104.7K followers, [--] engagements


"@LPDonovan Its February [----] is the perfect way to exploit anxiety to go viral"  
[X Link](https://x.com/conorsen/status/2021574580985364701)  2026-02-11T13:18Z 104.7K followers, 32.7K engagements


"It hasnt gotten a ton of discourse maybe because this platform has become even more male-dominated than it used to be but AI feels super male-coded at present"  
[X Link](https://x.com/conorsen/status/2021576359663849491)  2026-02-11T13:25Z 104.7K followers, [----] engagements


"RT @JedKolko: With the annual benchmark revision the recent historical drop in job growth now aligns more clearly to the slowdown in immig"  
[X Link](https://x.com/conorsen/status/2021586699554353623)  2026-02-11T14:06Z 104.7K followers, [--] engagements


"RT @ringer: The regular season has real issues. @BillSimmons lays out the fundamental issues that he feels the NBA is not taking serious"  
[X Link](https://x.com/conorsen/status/2021619910716322117)  2026-02-11T16:18Z 104.7K followers, [---] engagements


"The Georgia GOP gubernatorial primary feels like a real race this is the second mailer my household has gotten in a week (and actually tries to thread the needle with non-MAGA diehards):"  
[X Link](https://x.com/conorsen/status/2021673347294408847)  2026-02-11T19:51Z 104.7K followers, [----] engagements


"RT @darioperkins: Something Big Is Happening is going to become a meme"  
[X Link](https://x.com/conorsen/status/2021934268541546607)  2026-02-12T13:07Z 104.7K followers, [--] engagements


"Cool chart. Didnt realize there was basically no net capacity added in the late 1990s. Final EIA-860 is out and [----] really did it: [--] GW of new U.S. electric capacity 96% clean. Solar again carries the offense and we built more storage in [----] than the cumulative total through [----]. More and more and more additions. but also record low retirements. https://t.co/82mrnKWx6O Final EIA-860 is out and [----] really did it: [--] GW of new U.S. electric capacity 96% clean. Solar again carries the offense and we built more storage in [----] than the cumulative total through [----]. More and more and more"  
[X Link](https://x.com/conorsen/status/2021935133327339597)  2026-02-12T13:11Z 104.7K followers, [----] engagements


"We havent even seen SaaS companies with stocks down 70% cut jobs in a meaningful way yet. Predictions are fine but we kind of need to wait and see for now. There are [--] million white collar workers in the US If you truly believe the government is going to allow [--] million ppl to lose their jobs and not ban the use of AI you do not understand human beings or incentives AI doom porn is being taken way too far There are [--] million white collar workers in the US If you truly believe the government is going to allow [--] million ppl to lose their jobs and not ban the use of AI you do not understand"  
[X Link](https://x.com/conorsen/status/2022095444449669239)  2026-02-12T23:48Z 104.7K followers, 28.2K engagements


"Sounds pretty fair and impartial to me. Breaking: Ole Miss QB Trinidad Chambliss has been granted a sixth season of eligibility by a Mississippi state court judge clearing the way for him to play in [----]. The NCAA can still appeal. https://t.co/Aa9sU1f8io Breaking: Ole Miss QB Trinidad Chambliss has been granted a sixth season of eligibility by a Mississippi state court judge clearing the way for him to play in [----]. The NCAA can still appeal. https://t.co/Aa9sU1f8io"  
[X Link](https://x.com/conorsen/status/2022105862115143843)  2026-02-13T00:29Z 104.7K followers, 16K engagements


"@buccocapital Right seems bad for AmEx Delta/United Apple all of it"  
[X Link](https://x.com/conorsen/status/2022351775135826284)  2026-02-13T16:46Z 104.7K followers, [----] engagements


"You can now make a case that the AI capex boom has become bullish for the long-end of the yield curve: @LJKawa @jturek18 @Fullcarry"  
[X Link](https://x.com/conorsen/status/2022368899421880660)  2026-02-13T17:54Z 104.7K followers, [----] engagements


"@TimDuy If we could reliably do 3% real GDP growth with our labor force/population growth dynamics I'd take that all day long"  
[X Link](https://x.com/conorsen/status/2022417557752598985)  2026-02-13T21:08Z 104.7K followers, [----] engagements


"@SteveMatthews12 Im trying to be a little lenient here just think obviously 10% GDP growth and mass unemployment would both be awful outcomes"  
[X Link](https://x.com/conorsen/status/2022426131979534729)  2026-02-13T21:42Z 104.7K followers, [---] engagements


"The housing market is starting to unfreeze big implications for interstate migration that has been locked up since 2022"  
[X Link](https://x.com/conorsen/status/2018683882841780695)  2026-02-03T13:51Z 104.7K followers, 86.8K engagements


"I dont get the GOP whining about Dem gerrymandering in CA and VA they started an arms race they didnt think Dems would respond they got it wrong. You win some you lose some. Next time make sure youve got the cards before you raise"  
[X Link](https://x.com/conorsen/status/2019862473247998087)  2026-02-06T19:55Z 104.7K followers, 809.5K engagements


"I dont know how state law works in PA/MI/WI but if Dems win trifectas there this year they should push for mid-decade redistricting there to create Virginia-style imbalanced maps for [----]. This is the game Republicans want to play"  
[X Link](https://x.com/conorsen/status/2020220244464107633)  2026-02-07T19:36Z 104.7K followers, 232.4K engagements


"Raphael Warnock has demonstrated more electability than Cory Booker just like Amy Klobuchar has demonstrated more electability than Gavin Newsom. I'm not sure who it benefits to try to smother these conversations. "Electability" has become a weapon used against candidates who don't fit a certain mold. @ColinAllredTX and I are unpacking this issue and why Texasand Americadeserves better. Don't miss this important conversation. Tune in here: https://t.co/rGjvtG3LRd https://t.co/RORl6PeQJp "Electability" has become a weapon used against candidates who don't fit a certain mold. @ColinAllredTX and"  
[X Link](https://x.com/conorsen/status/2022293477426348531)  2026-02-13T12:55Z 104.7K followers, 31K engagements


"The political environment of the past decade has negatively polarized me against the interests of Ford GM Stellantis so I consider this a positive development on multiple fronts. Plus its better for the SEC if the NIL budgets of Big Ten schools are strained"  
[X Link](https://x.com/conorsen/status/2022350702006440119)  2026-02-13T16:42Z 104.7K followers, [----] engagements


"A uhh shapeshifting robot made out of liquid This one actually made me pause. Scientists built a robot made of liquid. Not flexible. Liquid. It can split merge squeeze through tiny spaces and then re-form. When it breaks it heals itself. No motors. No joints. No rigid body. Ive spent years thinking about AI as the https://t.co/AuXV61BgQN This one actually made me pause. Scientists built a robot made of liquid. Not flexible. Liquid. It can split merge squeeze through tiny spaces and then re-form. When it breaks it heals itself. No motors. No joints. No rigid body. Ive spent years thinking"  
[X Link](https://x.com/conorsen/status/2022433730246381858)  2026-02-13T22:12Z 104.7K followers, 20K engagements


"I can't feel too sorry for what happens to the Detroit OEM's or the UAW if China takes over the North American auto market. They all made choices over the past several years that led to this. They can't say they were rug-pulled"  
[X Link](https://x.com/conorsen/status/2012169886630371754)  2026-01-16T14:27Z 104.7K followers, 259.9K engagements


"As you think about bargain hunting for a $WDAY or $TEAM or $ADSK know that $3 trillion of supply of sexier tech stocks is coming within 9-10 months"  
[X Link](https://x.com/conorsen/status/2017014650156548368)  2026-01-29T23:19Z 104.7K followers, 24.6K engagements


"Net migration into some of the more interesting mid-sized southeastern states Arkansas Alabama Tennessee South Carolina is still surprisingly strong despite the tough housing market:"  
[X Link](https://x.com/conorsen/status/2017728423997685900)  2026-01-31T22:35Z 104.7K followers, [----] engagements


"The New York Times stock vs bitcoin since Trump Election Day:"  
[X Link](https://x.com/conorsen/status/2018754000573833712)  2026-02-03T18:30Z 104.7K followers, 63.9K engagements


"Im sure the management teams arent thinking about it this way but ultimately I think the hyperscaler capex spend keeps growing until their stocks go down thats the signal theyre waiting for"  
[X Link](https://x.com/conorsen/status/2019384517925171568)  2026-02-05T12:16Z 104.7K followers, 10.8K engagements


"Need to remember to ask Claude at some point how Lilly crushed Novo"  
[X Link](https://x.com/conorsen/status/2019412831540768952)  2026-02-05T14:08Z 104.7K followers, [----] engagements


"Gotta figure $AMZN increases their capex guide by $20-30 billion no idea what markets will do with that"  
[X Link](https://x.com/conorsen/status/2019510541858009095)  2026-02-05T20:36Z 104.7K followers, [----] engagements


"I went on @mikesimonsens podcast in February [----] saying it didnt matter what the Fed did you couldnt break the housing market and that was right but there were other things I didnt anticipate. $314B of incremental CapEx spend in [----] guidance from the Big [--]. That's +1% point of GDP growth from and 2% of total US GDP from [--] companies. https://t.co/vOjrUX0uDy $314B of incremental CapEx spend in [----] guidance from the Big [--]. That's +1% point of GDP growth from and 2% of total US GDP from [--] companies. https://t.co/vOjrUX0uDy"  
[X Link](https://x.com/conorsen/status/2019559145775714752)  2026-02-05T23:49Z 104.7K followers, 17.3K engagements


"-The typical tech company is being asked to obliterate its free cash flow to chase AI or its terminal value is now incredibly uncertain -- that's a tough one for investors -Most knowledge workers are now much less certain about their employment prospects 2+ years out On the huge vibe divergence between tech and finance on AI: Enhanced AI tools are offering much more to the world but AI is also asking much more of investors. https://t.co/ruQGcKqwXE https://t.co/ZExxndViTS On the huge vibe divergence between tech and finance on AI: Enhanced AI tools are offering much more to the world but AI is"  
[X Link](https://x.com/conorsen/status/2019795016659472895)  2026-02-06T15:27Z 104.7K followers, 37.5K engagements


"Is Adam Silver still good Feels like a man stuck in the past there has to be more to being a commissioner than maxing out media rights. We all on @Kalshi now https://t.co/cCNGxfLWO8 We all on @Kalshi now https://t.co/cCNGxfLWO8"  
[X Link](https://x.com/conorsen/status/2020194130597384574)  2026-02-07T17:53Z 104.7K followers, 30K engagements


"Inflation/affordability is obviously the issue of the day but I think it's going to fade significantly as an issue by [----]. It's maybe the one issue on which Trump's numbers are set to get better:"  
[X Link](https://x.com/conorsen/status/2020854748803424436)  2026-02-09T13:38Z 104.7K followers, [----] engagements


"@MattZeitlin Gotta be Salesforce right"  
[X Link](https://x.com/conorsen/status/2020879446140424275)  2026-02-09T15:16Z 104.7K followers, 15.4K engagements


"Always love a good northwest Arkansas data point. The metros where average incomes have risen fastest since [----] include tech hubs that were already pretty rich at the start (SF SJ Seattle). But metro Fayetteville AR (Walmart HQ) and Provo UT were relatively low-income in [----] and have transformed dramatically. https://t.co/yf5zoQ6ds3 The metros where average incomes have risen fastest since [----] include tech hubs that were already pretty rich at the start (SF SJ Seattle). But metro Fayetteville AR (Walmart HQ) and Provo UT were relatively low-income in [----] and have transformed dramatically."  
[X Link](https://x.com/conorsen/status/2020881248877519037)  2026-02-09T15:23Z 104.7K followers, 13.7K engagements


"@cahwit @amber34owl And I'm sure if put in that spot you manage (carpools etc). It's all about what tradeoffs you're okay with"  
[X Link](https://x.com/conorsen/status/2020968115480428828)  2026-02-09T21:08Z 104.7K followers, [---] engagements


"Im good with this [---] million watch it on TV vs [-----] in the stands. I rewatched Princes iconic Super Bowl halftime show from [----] and one difference that jumped out at meother than the massive disparity in talent was that Prince was performing for a live audience rather than for the cameras. Bad Bunnys performance might as well have been https://t.co/Y8HPAbHeOE I rewatched Princes iconic Super Bowl halftime show from [----] and one difference that jumped out at meother than the massive disparity in talent was that Prince was performing for a live audience rather than for the cameras. Bad"  
[X Link](https://x.com/conorsen/status/2021039531441762762)  2026-02-10T01:52Z 104.7K followers, 40.4K engagements


"@opinion Migration to the traditional Sun Belt destinations of Florida and Texas has slowed long live migration to Alabama South Carolina and Tennessee: https://www.bloomberg.com/opinion/articles/2026-02-09/florida-s-fading-appeal-is-a-blessing-for-alabamasrnd=undefined https://www.bloomberg.com/opinion/articles/2026-02-09/florida-s-fading-appeal-is-a-blessing-for-alabamasrnd=undefined"  
[X Link](https://x.com/conorsen/status/2021214473449582733)  2026-02-10T13:27Z 104.7K followers, [----] engagements


"@buccocapital Someone should post a market cap-per-employee ratio chart for all these companies"  
[X Link](https://x.com/conorsen/status/2021265147310784629)  2026-02-10T16:48Z 104.7K followers, [----] engagements


"Man. James Van Der Beek who has been battling cancer has died. He was [--]. Per TMZ. https://t.co/oyrnTPpMsJ James Van Der Beek who has been battling cancer has died. He was [--]. Per TMZ. https://t.co/oyrnTPpMsJ"  
[X Link](https://x.com/conorsen/status/2021670080090873953)  2026-02-11T19:38Z 104.7K followers, 19.4K engagements


"RT @sahilkapur: 219-211 House votes to pass the resolution by @RepGregoryMeeks to terminate Trump's tariffs on Canada. Six Republicans joi"  
[X Link](https://x.com/conorsen/status/2021729252928852046)  2026-02-11T23:33Z 104.7K followers, [---] engagements


"This is one of the puzzles Im struggling with. The prime-age employment population ratio is basically at a 25-year high. But job growth was just 15k per month in [----] and the hiring rate lowest since [----] (except briefly in pandemic). We've never had headline labor-market measures pointing in such different directions. The prime-age employment population ratio is basically at a 25-year high. But job growth was just 15k per month in [----] and the hiring rate lowest since [----] (except briefly in pandemic). We've never had headline labor-market measures pointing in such different directions"  
[X Link](https://x.com/conorsen/status/2021605713747861581)  2026-02-11T15:22Z 104.7K followers, 21.2K engagements


"The hurdle for Democrats looking to spend money the next time they have a trifecta wont be inflation or interest rates or the deficit its that Democrats dont have a great track record in most peoples lifetimes of delivering projects that the general public sees and values"  
[X Link](https://x.com/conorsen/status/2021357722399387988)  2026-02-10T22:56Z 104.7K followers, 34.9K engagements


"No Jobs Day Spaces this morning Skandas unavailable and Im in Boston. Weve really gotta get these data releases back to their regular schedule"  
[X Link](https://x.com/conorsen/status/2021553125543276598)  2026-02-11T11:53Z 104.7K followers, [----] engagements


"Any kind of information-based business with a stock down 30% over the last several weeks is going to have to show revenue growth acceleration (AI winner/immune) or a path to cost cuts/margin expansion. I dont really think theres a third option for management teams"  
[X Link](https://x.com/conorsen/status/2021620188907749562)  2026-02-11T16:19Z 104.7K followers, 18.6K engagements


"@TylerDinucci The thing is that Forsyth County probably shifts by like 14%"  
[X Link](https://x.com/conorsen/status/2022047626858987957)  2026-02-12T20:38Z 104.7K followers, [---] engagements


"Is this the first picture ever featuring [--] presidents not wearing neckties"  
[X Link](https://x.com/conorsen/status/1773480877231669375)  2024-03-28T22:42Z 104.7K followers, 22.9M engagements


"Ive been thinking about how narrative tailwinds turn to headwinds for markets around Q2 this year and wasnt sure how to express it visually and Im pretty happy with how Claude did it for me:"  
[X Link](https://x.com/conorsen/status/2017595996725780723)  2026-01-31T13:49Z 104.7K followers, 46.9K engagements


"Rather than navigate the surge in memory prices the $HPQ CEO is leaving to go to $PYPL"  
[X Link](https://x.com/conorsen/status/2018656963589272008)  2026-02-03T12:04Z 104.7K followers, [----] engagements


"As time passes whats the event from the 1980s that people wont believe similar to how some people dont believe the moon landing"  
[X Link](https://x.com/conorsen/status/2019219218839835045)  2026-02-05T01:19Z 104.7K followers, 24.6K engagements


"Trumps obviously trying to run the AI boom hot to keep markets rising but the GOP is probably better off in a slow AI progress world where they can be the border/immigration party and Dems are seen as the culturally progressive party. AI threatens to scramble all that"  
[X Link](https://x.com/conorsen/status/2021575133870125254)  2026-02-11T13:20Z 104.7K followers, 17K engagements


"It doesnt seem like either the downscale/non-college coalition or the high-college/progressive coalition is well-suited to be a champion of AI progress/disruption"  
[X Link](https://x.com/conorsen/status/2021575718388265111)  2026-02-11T13:23Z 104.7K followers, [----] engagements


"Heres healthcare+food services and drinking places monthly job growth (and monthly job change for everything else). One theory: discouraged workers are finally willing to take the healthcare/food services job so were getting better labor market clearing"  
[X Link](https://x.com/conorsen/status/2021654759439245547)  2026-02-11T18:37Z 104.7K followers, [----] engagements


"The gap between Anthropics market share and their perceived place in the marketplace is off the charts:"  
[X Link](https://x.com/conorsen/status/2019607189187362879)  2026-02-06T03:00Z 104.7K followers, 48K engagements


"This was just weird. Bondi crashes out over Epstein: "The Dow is over [-----] dollars I don't know why you're laughing. You're a great stock trader as I hear Raskin. The Dow is over [-----] right now. The S&P at almost [----] and the Nasdaq smashing records. That's what we should be talking about." https://t.co/wZVxfnaiUr Bondi crashes out over Epstein: "The Dow is over [-----] dollars I don't know why you're laughing. You're a great stock trader as I hear Raskin. The Dow is over [-----] right now. The S&P at almost [----] and the Nasdaq smashing records. That's what we should be talking about.""  
[X Link](https://x.com/conorsen/status/2021695337585332444)  2026-02-11T21:18Z 104.7K followers, 31.3K engagements


"10-year yields -9bps on the week"  
[X Link](https://x.com/conorsen/status/2021983653287670145)  2026-02-12T16:24Z 104.7K followers, [----] engagements


"One underwhelming politician whos never needed moderate voters supporting another underwhelming politician whos never needed moderate voters. California Gov. Gavin Newsom is headlining a fundraiser for former Atlanta Mayor Keisha Lance Bottoms bid for governor next weekend while hes in Atlanta for his book tour. #gapol https://t.co/f3BqAXQqIo California Gov. Gavin Newsom is headlining a fundraiser for former Atlanta Mayor Keisha Lance Bottoms bid for governor next weekend while hes in Atlanta for his book tour. #gapol https://t.co/f3BqAXQqIo"  
[X Link](https://x.com/conorsen/status/2022509996110651485)  2026-02-14T03:15Z 104.7K followers, 19.7K engagements

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