# ![@conviction_buy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1397816923174232065.png) @conviction_buy Azabu

Azabu posts on X about $nvda, $pltr, $smci, $tsla the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1397816923174232065/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1397816923174232065/c:line/m:interactions.svg)

- [--] Month [---] -77%
- [--] Months [-----] +0.78%
- [--] Year [-----] +527%

### Mentions: [--] [#](/creator/twitter::1397816923174232065/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1397816923174232065/c:line/m:posts_active.svg)

- [--] Month [--] -83%
- [--] Months [--] -29%
- [--] Year [--] +136%

### Followers: [---] [#](/creator/twitter::1397816923174232065/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1397816923174232065/c:line/m:followers.svg)

- [--] Month [---] -6.90%
- [--] Months [---] +49%
- [--] Year [---] +85%

### CreatorRank: [---------] [#](/creator/twitter::1397816923174232065/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1397816923174232065/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  43.75% [technology brands](/list/technology-brands)  32.81% [finance](/list/finance)  28.13% [cryptocurrencies](/list/cryptocurrencies)  21.88% [automotive brands](/list/automotive-brands)  14.06% [currencies](/list/currencies)  6.25% [countries](/list/countries)  6.25% [exchanges](/list/exchanges)  3.13% [financial services](/list/financial-services)  3.13%

**Social topic influence**
[$nvda](/topic/$nvda) 29.69%, [$pltr](/topic/$pltr) 20.31%, [$smci](/topic/$smci) 17.19%, [$tsla](/topic/$tsla) 15.63%, [fed](/topic/fed) 14.06%, [$mstr](/topic/$mstr) 10.94%, [fomc](/topic/fomc) 9.38%, [$amd](/topic/$amd) 9.38%, [$tlt](/topic/$tlt) 9.38%, [$tmf](/topic/$tmf) 9.38%

**Top accounts mentioned or mentioned by**
[@theaiinvestor](/creator/undefined) [@zephyrz9](/creator/undefined) [@kakashiii111](/creator/undefined) [@polymarket](/creator/undefined) [@jukan05](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Tesla, Inc. (TSLA)](/topic/$tsla) [Strategy (MSTR)](/topic/$mstr) [Advanced Micro Devices (AMD)](/topic/$amd) [SPDR GOLD ETF (GLD)](/topic/$gld) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Alibaba Group (BABA)](/topic/$baba) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Bitcoin (BTC)](/topic/$btc) [Sandisk Corporation (SNDK)](/topic/$sndk) [Stacks (STX)](/topic/$stx) [Micron Technology, Inc. (MU)](/topic/$mu) [MP Materials Corp. (MP)](/topic/$mp) [Metadium (META)](/topic/$meta) [Ategrity Specialty Insurance Company Holdings (ASIC)](/topic/$asic) [Bloom Energy Corporation (BE)](/topic/$be) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Applied Digital Corp. (APLD)](/topic/$apld) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Vistra, Corp. (VST)](/topic/$vst) [Intel Corporation (INTC)](/topic/$intc) [Apple, Inc. (AAPL)](/topic/$aapl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Dycom Industries, Inc. (DY)](/topic/$dy) [GitLab Inc. (GTLB)](/topic/$gtlb) [ITT Inc. (ITT)](/topic/$itt) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [NVR, Inc. (NVR)](/topic/$nvr) [SpaceN (SN)](/topic/$sn) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Western Digital Corp (WDC)](/topic/$wdc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"KOSPI  - 26.01.30 [--] [----] vs [----]   [---] vs 5.8"  
[X Link](https://x.com/conviction_buy/status/2017948679186104828)  2026-02-01T13:10Z [---] followers, [--] engagements


"KOSDAQ  - 26.01.30 [--] [----] vs [---]   [----] vs [----] https://twitter.com/i/web/status/2017948751122575475 https://twitter.com/i/web/status/2017948751122575475"  
[X Link](https://x.com/conviction_buy/status/2017948751122575475)  2026-02-01T13:10Z [---] followers, [--] engagements


"Situational Awareness 13F $BE $LITE $CIFR  $SNDK $CRWV() $APLD &  $VST $STX"  
[X Link](https://x.com/conviction_buy/status/2022534531790835986)  2026-02-14T04:53Z [---] followers, [---] engagements


"1) HBM4 [--] [--]  26E HBM YoY [--] HBM4 12H 36GB HBM4 16H 48GB 2) $NVDA Vera Rubin [--] GTC [----]   HBM4  1) HBM4 : [----]  : 2Q26  2) SK M15X [----]   [--]   [--] 100% (+ 50k) 3) SK Y1 [----]  [--] 100% (+ 350k) https://t.co/ITgbGRQcEp 1) HBM4 : [----]  : 2Q26  2) SK M15X [----]   [--]   [--] 100% (+ 50k) 3) SK Y1 [----]  [--] 100% (+ 350k) https://t.co/ITgbGRQcEp"  
[X Link](https://x.com/conviction_buy/status/2020326648604971503)  2026-02-08T02:39Z [---] followers, [---] engagements


"https://www.yna.co.kr/view/AKR20260207018700003input=1195m https://www.yna.co.kr/view/AKR20260207018700003input=1195m"  
[X Link](https://x.com/conviction_buy/status/2020326684927619097)  2026-02-08T02:39Z [---] followers, [--] engagements


"NHK  [------]  ' '   [---]       ()   37% ()   27%  70%     43% vs  2030% "  more "   (Long - https://t.co/JehyM5Ye0B ()   37% ()   27%  70%     43% vs  2030% "  more "   (Long - https://t.co/JehyM5Ye0B"  
[X Link](https://x.com/conviction_buy/status/2020488765165236375)  2026-02-08T13:23Z [---] followers, [---] engagements


"UBS EM & APAC Strategy [--] + SK FCF FCF 4% EM FCF 14%     FCF  FCF  [--]   [--]  3"  
[X Link](https://x.com/anyuser/status/2020873277837873446)  2026-02-09T14:51Z [---] followers, [--] engagements


"12 M2 (YoY) 4.7% vs 4.6% M2  M2 ETF   [--] M2 YoY 8.5% [--]  YoY 32%  ETF  M2     ETF   [--] M2 5.5% https://t.co/qAKGizlO6D M2  M2 ETF   [--] M2 YoY 8.5% [--]  YoY 32%  ETF  M2     ETF   [--] M2 5.5% https://t.co/qAKGizlO6D"  
[X Link](https://x.com/conviction_buy/status/2022535021538812202)  2026-02-14T04:55Z [---] followers, [--] engagements


".        https://www.ft.com/content/9b9cd6e6-a0b9-453f-b293-975a486a925d https://www.ft.com/content/9b9cd6e6-a0b9-453f-b293-975a486a925d"  
[X Link](https://x.com/conviction_buy/status/2020488897038619034)  2026-02-08T13:24Z [---] followers, [--] engagements


"BofA Western Digital WD ePMR HAMR  .   WD  CY27    CY2728       https://twitter.com/i/web/status/2020873341255778317 https://twitter.com/i/web/status/2020873341255778317"  
[X Link](https://x.com/anyuser/status/2020873341255778317)  2026-02-09T14:52Z [---] followers, [--] engagements


"GS KOREA WEEKLY KICKSTART VKOSPI   . [----]     VKOSPI +1  3/6  10%/25%       KOSPI 12M fwd P/E [--]  -1"  
[X Link](https://x.com/conviction_buy/status/2020873421744394610)  2026-02-09T14:52Z [---] followers, [--] engagements


"BofA Hartnett (JPY/USD) TOPIX [----]       (secular bull)"  
[X Link](https://x.com/anyuser/status/2022486318555791808)  2026-02-14T01:41Z [---] followers, [---] engagements


"https://t.co/4DMNMZLjYX               https://t.co/4DMNMZLjYX"  
[X Link](https://x.com/conviction_buy/status/2022534764448878888)  2026-02-14T04:53Z [---] followers, [--] engagements


"GS KOREA WEEKLY KICKSTART KOSPI [----] .   KOSPI EPS [--] 36%  [--] 120%  ( +115%) GS KOREA WEEKLY KICKSTART VKOSPI   . [----]     VKOSPI +1  3/6  10%/25%      GS KOREA WEEKLY KICKSTART VKOSPI   . [----]     VKOSPI +1  3/6  10%/25%"  
[X Link](https://x.com/conviction_buy/status/2022631275287499232)  2026-02-14T11:17Z [---] followers, [--] engagements


"GPU Moore Threads IPO Moore Threads S4000 GPU A100 60%  🚀 New challenger to #NVIDIA from #China has emerged amid U.S. export restrictions AI unicorn #MooreThreads has kicked off its IPO process this week with a projected valuation over USD [--] billion💡More: https://t.co/dI08NFqWWs 🔗 🚀 New challenger to #NVIDIA from #China has emerged amid U.S. export restrictions AI unicorn #MooreThreads has kicked off its IPO process this week with a projected valuation over USD [--] billion💡More: https://t.co/dI08NFqWWs 🔗"  
[X Link](https://x.com/azabudai__hills/status/1857983964826448264)  2024-11-17T03:07Z [--] followers, [---] engagements


"Maintain Korea [--] -10.3% vs -13.5% YoY - [---] -  +7.7% https://x.com/markets/status/1885484988268687365 South Koreas exports maintained growth momentum in January keeping optimism alive at the start of a year overshadowed by domestic political turmoil and Donald Trumps tariff threat https://t.co/82qkPVOJHR https://x.com/markets/status/1885484988268687365 South Koreas exports maintained growth momentum in January keeping optimism alive at the start of a year overshadowed by domestic political turmoil and Donald Trumps tariff threat https://t.co/82qkPVOJHR"  
[X Link](https://x.com/azabu_trader/status/1885494169931854236)  2025-02-01T01:03Z [--] followers, [---] engagements


"After watching the January FOMC press conference I feel like the Fed might cut rates in March. https://www.youtube.com/watchv=nC8RLn1Bb7c&t=5279s https://www.youtube.com/watchv=nC8RLn1Bb7c&t=5279s"  
[X Link](https://x.com/azabudai__hills/status/1885625733118390475)  2025-02-01T09:46Z [--] followers, [--] engagements


"Fed Fund Futures 50bp cut in [----] 25bp cut in [----] 25bp hike in [----] Dec. [----] Dot Plot 50bp cut in [----] 50bp cut in [----] 25bp cut in [----] $TLT $TMF $BTC"  
[X Link](https://x.com/azabudai__hills/status/1885626766418661390)  2025-02-01T09:50Z [--] followers, [--] engagements


"Fed Fund Futures: 50bp cut in [----] 25bp cut in [----] 25bp hike in [----] Dec. [----] Dot Plot: 50bp cut in [----] 50bp cut in [----] 25bp cut in [----] $TLT $TMF $DXY $USDJPY $BTC"  
[X Link](https://x.com/azabudai__hills/status/1885627370478191079)  2025-02-01T09:52Z [--] followers, [---] engagements


"The likelihood of a March rate cut is somewhat high $TLT $TMF $DXY $USDJPY $BTC https://www.youtube.com/watchv=REimusg6un4 https://www.youtube.com/watchv=REimusg6un4"  
[X Link](https://x.com/azabudai__hills/status/1885633020306317649)  2025-02-01T10:15Z [--] followers, [--] engagements


"The likelihood of a March rate cut is somewhat high #Fed #FOMC #Powell #Trump https://www.youtube.com/watchv=REimusg6un4 https://www.youtube.com/watchv=REimusg6un4"  
[X Link](https://x.com/azabudai__hills/status/1885633693475316164)  2025-02-01T10:18Z [--] followers, [--] engagements


"I feel like the Fed might cut rates before June If February core PCE looks good they might even cut in March At least a more dovish dot plot seems likely $TLT $TMF $BTC $GLD $USO https://www.youtube.com/watchv=REimusg6un4 https://www.youtube.com/watchv=REimusg6un4"  
[X Link](https://x.com/azabudai__hills/status/1885917095764045895)  2025-02-02T05:04Z [--] followers, [--] engagements


"I feel like the Fed might cut rates before June after watching January FOMC If February core PCE looks good they might even cut in March At least they'll present a more dovish dot plot $TLT $TMF $GLD $USO $BTC https://www.youtube.com/watchv=REimusg6un4 https://www.youtube.com/watchv=REimusg6un4"  
[X Link](https://x.com/azabudai__hills/status/1885918096067883060)  2025-02-02T05:08Z [--] followers, [---] engagements


"Crucial moment: If Trump softens his stance on tariffs after this the so-called "Trump trades" must reverse $NVDA $TSLA $TSM $TLT $TMF The United States has confirmed that it intends to impose 25% tariffs on most Canadian goods with 10% tariffs on energystarting February [--]. Ive met with the Premiers and our Cabinet today and Ill be speaking with President Sheinbaum of Mexico shortly. We did The United States has confirmed that it intends to impose 25% tariffs on most Canadian goods with 10% tariffs on energystarting February [--]. Ive met with the Premiers and our Cabinet today and Ill be"  
[X Link](https://x.com/azabudai__hills/status/1885924907445637368)  2025-02-02T05:35Z [--] followers, [---] engagements


"January headline CPI is likely to meet or exceed market expectations $TLT $TMF $SPY $QQQ $TQQQ $SQQQ"  
[X Link](https://x.com/azabudai__hills/status/1889627697510240541)  2025-02-12T10:48Z [--] followers, [--] engagements


"NVIDIA Q4 FY25 Earnings Rev. $39.9B vs Est. $38.3B Data Center $35.6B vs Est. $34.1B Blackwell $11B vs Est. $57B Q1 FY26 Guidance Rev. $43.0 vs Est. $42.3B Data Center QoQ Blackwell  GB200   $NVDA $TSLA $SMCI $PLTR $MSTR $BABA"  
[X Link](https://x.com/azabu_trader/status/1894883308938633663)  2025-02-26T22:52Z [--] followers, [---] engagements


"Feb. [----] Results KOSPI +0.6% KOSDAQ +2.2% S&P [---] -1.4% NASDAQ -4.0% $NVDA $TSLA $PLTR $SMCI $MSTR $AMD https://x.com/azabu_trader/status/1885490696775492017 Jan. [----] Results KOSPI +5.0% KOSDAQ +9.9% S&P [---] +2.0% NASDAQ +0.4% $SPY $QQQ $TQQQ $SQQQ https://x.com/azabu_trader/status/1885490696775492017 Jan. [----] Results KOSPI +5.0% KOSDAQ +9.9% S&P [---] +2.0% NASDAQ +0.4% $SPY $QQQ $TQQQ $SQQQ"  
[X Link](https://x.com/azabu_trader/status/1895646455379169644)  2025-03-01T01:25Z [--] followers, [---] engagements


"Fed Funds Futures (end of Feb. 2025) - 75bp cuts in [----] - Total 5075bp cuts by [----] Fed Funds Futures (end of Jan. 2025) - 50bp cuts in [----] - Total 50bp cuts by [----] Dec. [----] Dot Plot - 50bp cuts in [----] - Total 125bp cuts by [----] $NVDA $TLSA $PLTR $SMCI $AMD $MSTR"  
[X Link](https://x.com/azabu_trader/status/1895811914204414308)  2025-03-01T12:22Z [--] followers, [---] engagements


"January core PCE was still sticky My "rate cut before June" view seems less likely now Meanwhile the economy is cooling faster than expected There could be multiple rate cuts or even a big cut in the latter half of [----] $NVDA $TSLA $PLTR $SMCI $MSTR https://x.com/azabu_trader/status/1885918096067883060 I feel like the Fed might cut rates before June after watching January FOMC If February core PCE looks good they might even cut in March At least they'll present a more dovish dot plot $TLT $TMF $GLD $USO $BTC https://t.co/rGpNP7lw8F https://x.com/azabu_trader/status/1885918096067883060 I feel"  
[X Link](https://x.com/azabu_trader/status/1895812524186222629)  2025-03-01T12:25Z [--] followers, [---] engagements


"January core PCE stayed elevated and sticky My "rate cut before June" view seems less likely now Meanwhile signs of a recession are showing up We might see multiple rate cuts or even a big cut in the latter half of [----] $NVDA $TSLA $PLTR $SMCI $MSTR https://x.com/azabu_trader/status/1885918096067883060 I feel like the Fed might cut rates before June after watching January FOMC If February core PCE looks good they might even cut in March At least they'll present a more dovish dot plot $TLT $TMF $GLD $USO $BTC https://t.co/rGpNP7lw8F https://x.com/azabu_trader/status/1885918096067883060 I feel"  
[X Link](https://x.com/azabu_trader/status/1895820775984415183)  2025-03-01T12:57Z [--] followers, [---] engagements


"Citi says "Winter is Gone" expecting DRAM and NAND ASP to recover in Q2 and Q3 respectively $NVDA $TSM $MU $AVGO $AMD $INTC"  
[X Link](https://x.com/azabu_trader/status/1897257921899323540)  2025-03-05T12:08Z [--] followers, [---] engagements


"Barclays: EPS growth in 4Q24 was the strongest quarterly print since [----] driven by tech financials and healthcare $NVDA $TSLA $SMCI $TSM $PLTR $MSTR"  
[X Link](https://x.com/azabu_trader/status/1897270972295880964)  2025-03-05T13:00Z [--] followers, [--] engagements


"I feel like the February headline CPI will at least meet or exceed market expectations. $TSLA $NVDA $AAPL $PLTR $SMCI I feel like the January headline CPI will at least meet if not exceed market expectations. $TLT $TMF $SPY $QQQ $TQQQ $SQQQ I feel like the January headline CPI will at least meet if not exceed market expectations. $TLT $TMF $SPY $QQQ $TQQQ $SQQQ"  
[X Link](https://x.com/azabu_trader/status/1899728631850573861)  2025-03-12T07:46Z [--] followers, [---] engagements


"GPT-5 is coming🔥 LIVE5TREAM THURSDAY 10AM PT LIVE5TREAM THURSDAY 10AM PT"  
[X Link](https://x.com/azabu_trader/status/1953353612245225841)  2025-08-07T07:12Z [---] followers, [--] engagements


"NdPr 📈 $MP Materials Lynas Rare Earths"  
[X Link](https://x.com/azabu_trader/status/1966428623671525605)  2025-09-12T09:08Z [---] followers, [---] engagements


"NdPr 📈 $MP Materials Lynas Rare Earths NdPr 📈 $MP Materials Lynas Rare Earths https://t.co/pcImsQ52b5 NdPr 📈 $MP Materials Lynas Rare Earths https://t.co/pcImsQ52b5"  
[X Link](https://x.com/azabu_trader/status/1967562656346456105)  2025-09-15T12:14Z [---] followers, [---] engagements


"Inflection point coming: Grok [--] trained with [------] NVIDIA H100 GPUs is set to release on Monday The market will once again be reminded that computing power is overwhelmingly crucial for AI performance $NVDA $AVGO $PLTR $TSLA $META"  
[X Link](https://x.com/azabudai__hills/status/1891002017281081785)  2025-02-16T05:49Z [--] followers, [--] engagements


"Grok [--] trained with [------] NVIDIA H100 GPUs is set to release on Monday The market will once again realize the overwhelming importance of "more computing power" in AI performance $NVDA $AVGO $PLTR $TSLA $META Grok [--] release with live demo on Monday night at 8pm PT. Smartest AI on Earth. Grok [--] release with live demo on Monday night at 8pm PT. Smartest AI on Earth"  
[X Link](https://x.com/azabudai__hills/status/1891002732904902969)  2025-02-16T05:52Z [--] followers, [----] engagements


"Fed's Goolsbee: January PCE seems less worrisome than CPI $NVDA $TLSA $PLTR $BABA $SMCI"  
[X Link](https://x.com/azabudai__hills/status/1893209756283871245)  2025-02-22T08:02Z [--] followers, [--] engagements


"Fed's Goolsbee: January PCE will be less worrisome than CPI $NVDA $TLSA $PLTR $BABA $SMCI I feel like the January headline CPI will at least meet if not exceed market expectations. $TLT $TMF $SPY $QQQ $TQQQ $SQQQ I feel like the January headline CPI will at least meet if not exceed market expectations. $TLT $TMF $SPY $QQQ $TQQQ $SQQQ"  
[X Link](https://x.com/azabu_trader/status/1893210413174517770)  2025-02-22T08:05Z [--] followers, [---] engagements


"Fed's Goolsbee: (January) PCE is not likely to be as sobering as the CPI numbers Fed's Bostic: Housing price pressure should fade as market-based prices (think Zillow or Redfin) feed into official inflation data $NVDA $TSLA $PLTR $BABA $SMCI I feel like the January headline CPI will at least meet if not exceed market expectations. $TLT $TMF $SPY $QQQ $TQQQ $SQQQ I feel like the January headline CPI will at least meet if not exceed market expectations. $TLT $TMF $SPY $QQQ $TQQQ $SQQQ"  
[X Link](https://x.com/azabu_trader/status/1893224456148943101)  2025-02-22T09:00Z [--] followers, [---] engagements


"Fed Funds Futures (end of Feb. 2025) Three cuts in [----] Two to three cuts in total by [----] Fed Funds Futures (end of Jan. 2025) Two cuts in [----] Two cuts in total by [----] * Assuming a 25bp cut or hike per adjustment $NVDA $TLSA $PLTR $SMCI $AMD $MSTR I feel like the Fed might cut rates before June after watching January FOMC If February core PCE looks good they might even cut in March At least they'll present a more dovish dot plot $TLT $TMF $GLD $USO $BTC https://t.co/rGpNP7lw8F I feel like the Fed might cut rates before June after watching January FOMC If February core PCE looks good they"  
[X Link](https://x.com/azabu_trader/status/1895640125515972806)  2025-03-01T00:59Z [--] followers, [---] engagements


"BofA Top [--] US Ideas for Q4 [----] $AMZN $DY $GNRC $GTLB $ITT $NVR $SN $TW $ILMN $MKTX"  
[X Link](https://x.com/azabu_trader/status/1980486271865876591)  2025-10-21T04:08Z [---] followers, [---] engagements


"@The_AI_Investor Anthropic is already using TPUs through Google Cloud. Its probably Google adding TPUs to its own data centers for Anthropic. $GOOGL $NVDA $AVGO"  
[X Link](https://x.com/azabu_trader/status/1980919299780067741)  2025-10-22T08:48Z [---] followers, [---] engagements


"@zephyr_z9 Inventories that were meant to be sold but blocked by export controls"  
[X Link](https://x.com/azabu_trader/status/2006641921222213811)  2026-01-01T08:21Z [---] followers, [---] engagements


"@kakashiii111 Inventories that were meant to be sold but blocked by export controls"  
[X Link](https://x.com/azabu_trader/status/2006718601596907722)  2026-01-01T13:26Z [---] followers, [---] engagements


"@Polymarket To secure U.S. military bases in South America ahead of China and Russia"  
[X Link](https://x.com/azabu_trader/status/2007497737756192802)  2026-01-03T17:02Z [---] followers, [--] engagements


"To secure U.S. military bases in South America ahead of China and Russia BREAKING: Trump declares the United States will run the country of Venezuela until a peaceful transition of power can be secured. BREAKING: Trump declares the United States will run the country of Venezuela until a peaceful transition of power can be secured"  
[X Link](https://x.com/azabu_trader/status/2007497773869084950)  2026-01-03T17:02Z [---] followers, [--] engagements


"DRAM Beggar $MU $SNDK $WDC $STX https://www.chosun.com/economy/tech_it/2026/01/09/MZNIFPCMTZGHHPV5757NJC5QW4/ https://www.chosun.com/economy/tech_it/2026/01/09/MZNIFPCMTZGHHPV5757NJC5QW4/"  
[X Link](https://x.com/azabu_trader/status/2009578467797672017)  2026-01-09T10:50Z [---] followers, [---] engagements


"@jukan05 If the NAND price rally ever breaks it will be due to overinvestment by NAND makers. So there is still "at least" one more rally left for equipment stocks 😂"  
[X Link](https://x.com/conviction_buy/status/2011653396114370766)  2026-01-15T04:15Z [---] followers, [---] engagements


"Just two months ago we were experiencing rate cuts and QT at the same time"  
[X Link](https://x.com/conviction_buy/status/2018303990493245676)  2026-02-02T12:42Z [---] followers, [--] engagements


"SOFR-IORB  EFFR  (  ) SOFR EFFR IORB(3.65%)   =           or                     " "      4Q19 JPMorgan CET-1 12% ( https://t.co/150kJgFvri            " "      4Q19 JPMorgan CET-1 12% ( https://t.co/150kJgFvri"  
[X Link](https://x.com/conviction_buy/status/2018687060996207097)  2026-02-03T14:04Z [---] followers, [--] engagements


"AMD ASIC         $NVDA $AMD $ASIC"  
[X Link](https://x.com/conviction_buy/status/1978732555164897368)  2025-10-16T07:59Z [---] followers, [---] engagements


"GPU CPU HBM     NVLink Infiniband Spectrum-X   ( ) $NVDA $AMD $ASIC"  
[X Link](https://x.com/conviction_buy/status/1978732608591917470)  2025-10-16T07:59Z [---] followers, [---] engagements


"Fed B/S   [--]     [--]       :     QT " QT" "  " QT"   :     QT " QT" "  " QT""  
[X Link](https://x.com/anyuser/status/2018683174818021564)  2026-02-03T13:49Z [---] followers, [--] engagements


"" "      4Q19 JPMorgan CET-1 12% ( KB ) 4Q25 14.5%. 4Q24 15.7%"  
[X Link](https://x.com/anyuser/status/2018683305382838362)  2026-02-03T13:49Z [---] followers, [---] engagements


"()   37% ()   27%  70%     43% vs  2030% "  more "   (Long - Short JGB JPY) 2/8"  
[X Link](https://x.com/conviction_buy/status/2013489907130605748)  2026-01-20T05:52Z [---] followers, [---] engagements


"Peer       ()    GDP 1%  1% ""  M2     https://t.co/MS0qzDyV11 Peer       ()    GDP 1%  1% ""  M2     https://t.co/MS0qzDyV11"  
[X Link](https://x.com/conviction_buy/status/2015668241075712198)  2026-01-26T06:08Z [---] followers, [---] engagements


"()   [----]   . [--]  QE  . ( [--] QE  🫡)  QE   [----]  [---]       https://n.news.naver.com/mnews/article/011/0004584088sid=101 https://n.news.naver.com/mnews/article/011/0004584088sid=101"  
[X Link](https://x.com/conviction_buy/status/2016543038110142475)  2026-01-28T16:05Z [---] followers, [--] engagements


":     QT " QT" "  " QT"   FED'S MIRAN : IN LONGER RUN WOULD LIKE SMALLER FED BALANCE SHEET TO GET SMALLER BALANCE SHEET NEED MORE REGULATIONS CHANGES FED'S MIRAN : IN LONGER RUN WOULD LIKE SMALLER FED BALANCE SHEET TO GET SMALLER BALANCE SHEET NEED MORE REGULATIONS CHANGES"  
[X Link](https://x.com/conviction_buy/status/2018673719363686699)  2026-02-03T13:11Z [---] followers, [---] engagements


"LCR SLR GSIB surcharge       QT     +   B/S QT"  
[X Link](https://x.com/conviction_buy/status/2018683358562406622)  2026-02-03T13:49Z [---] followers, [--] engagements

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