# ![@davevermilion Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3765917302.png) @davevermilion David Nicoski CMT

David Nicoski CMT posts on X about in the, bullish, bull, china the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::3765917302/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3765917302/c:line/m:interactions.svg)

- [--] Week [-------] +37%
- [--] Month [-------] +21%
- [--] Months [---------] +213%
- [--] Year [---------] +26%

### Mentions: [--] [#](/creator/twitter::3765917302/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3765917302/c:line/m:posts_active.svg)

- [--] Week [--] +42%
- [--] Month [---] +34%
- [--] Months [---] +89%
- [--] Year [---] +13%

### Followers: [------] [#](/creator/twitter::3765917302/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3765917302/c:line/m:followers.svg)

- [--] Week [------] +1.10%
- [--] Month [------] +2.80%
- [--] Months [------] +18%
- [--] Year [------] +51%

### CreatorRank: [-------] [#](/creator/twitter::3765917302/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3765917302/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  27.1% [stocks](/list/stocks)  20% [cryptocurrencies](/list/cryptocurrencies)  5.16% [countries](/list/countries)  3.87% [technology brands](/list/technology-brands)  3.23% [currencies](/list/currencies)  1.94% [automotive brands](/list/automotive-brands)  1.94% [financial services](/list/financial-services)  0.65% [luxury brands](/list/luxury-brands)  0.65% [celebrities](/list/celebrities)  0.65%

**Social topic influence**
[in the](/topic/in-the) 9.68%, [bullish](/topic/bullish) #815, [bull](/topic/bull) 5.81%, [china](/topic/china) 3.23%, [this is](/topic/this-is) 3.23%, [money](/topic/money) 2.58%, [if you](/topic/if-you) 2.58%, [times](/topic/times) 2.58%, [stocks](/topic/stocks) 1.94%, [bitcoin](/topic/bitcoin) 1.94%

**Top accounts mentioned or mentioned by**
[@qagellc](/creator/undefined) [@eladiosantiag14](/creator/undefined) [@10009nyny](/creator/undefined) [@tradingtimes4](/creator/undefined) [@b2balzer](/creator/undefined) [@rickpoyton21500](/creator/undefined) [@frugal_saver](/creator/undefined) [@anthembcbs](/creator/undefined) [@islandtrades1](/creator/undefined) [@neuron06434080](/creator/undefined) [@jgj31929196](/creator/undefined) [@gnoble79](/creator/undefined) [@macrovickie](/creator/undefined) [@andrew87229442](/creator/undefined) [@anthembcbsnews](/creator/undefined) [@nydfs](/creator/undefined) [@trendspider](/creator/undefined) [@antithetoscptl](/creator/undefined) [@bertasionino](/creator/undefined) [@dennisj828144](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Equinix Inc (EQIX)](/topic/$eqix) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Klarna Group plc (KLAR)](/topic/$klar) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Mastercard, Inc. (MA)](/topic/$ma) [American Express Company (AXP)](/topic/$axp) [ARDMORE SHIPPING CORPORATION (ASC)](/topic/$asc) [Matrix AI Network (MAN)](/topic/$man) [Robert Half International Inc (RHI)](/topic/$rhi) [Eastman Chemical Company (EMN)](/topic/$emn) [Sylvamo Corporation (SLVM)](/topic/$slvm) [Dow Inc (DOW)](/topic/$dow) [General Mills, Inc. (GIS)](/topic/$gis) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [Morgan Stanley Direct Lending Fund (MSDL)](/topic/$msdl) [Schlumberger NV (SLB)](/topic/$slb) [Microsoft Corp. (MSFT)](/topic/$msft) [Strategy (MSTR)](/topic/$mstr) [Micron Technology, Inc. (MU)](/topic/$mu) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Sandisk Corporation (SNDK)](/topic/$sndk) [Campbell Soup Company (CPB)](/topic/$cpb) [Nov Inc (NOV)](/topic/$nov) [McDonald's Corp (MCD)](/topic/$mcd) [VALE S.A. (VALE)](/topic/$vale)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$HCC is up 60% in the last [--] months. You need more quantum stocks Its almost as if Steel is outperforming the market. Ohh wait it is"  
[X Link](https://x.com/davevermilion/status/2001348128902107144)  2025-12-17T17:45Z 21.5K followers, [----] engagements


"$APO nothing like positive reinforcement from other bankers on how to price PE. Full feedback loop in progress"  
[X Link](https://x.com/davevermilion/status/2018772595408028154)  2026-02-03T19:44Z 21.5K followers, [----] engagements


"$XCCC The 10-year is getting a big. $XCCC and $HYG are not. No call on this it is just information"  
[X Link](https://x.com/davevermilion/status/2019460929281286326)  2026-02-05T17:19Z 21.5K followers, [----] engagements


"My friend Paul needs your help. Please repost. @AnthemBCBS They are denying coverage for his 12-yo son to save his vision. .@AnthemBCBS_News @AnthemBCBS @NYDFS Anthem BCBS why are denying my [--] year old a procedure that will save his vision NY State insurance law requires a specialty peer to peer review and you continue to violate this law. #MedTwitter .@AnthemBCBS_News @AnthemBCBS @NYDFS Anthem BCBS why are denying my [--] year old a procedure that will save his vision NY State insurance law requires a specialty peer to peer review and you continue to violate this law. #MedTwitter"  
[X Link](https://x.com/davevermilion/status/2021610441777017175)  2026-02-11T15:41Z 21.5K followers, [----] engagements


"$OIH we have been very bullish oil services since July-August. How has that fared against Financials Up over 70% since then. Technical analysis is absolutely worthless"  
[X Link](https://x.com/davevermilion/status/2022513045663048158)  2026-02-14T03:27Z 21.5K followers, [----] engagements


"@TrendSpider Sure does the IAI index look bulllish I called a top in hood months ago. Financials nearing 52week lows. Imo it is a wait and see. I think so many $hood investors got absolutely decimated in software and mag 7"  
[X Link](https://x.com/davevermilion/status/2022518616076239221)  2026-02-14T03:49Z 21.5K followers, [----] engagements


"The only issue I have is I cant manage money in the past. I manage for today and next month if you like a 50% drawdown in a bull market go ahead your bitcoin deviation this year has cost you almost 66% in relative underperformance. Keep managing money in the last [--] years and it will get worse https://twitter.com/i/web/status/2022523689665728616 https://twitter.com/i/web/status/2022523689665728616"  
[X Link](https://x.com/davevermilion/status/2022523689665728616)  2026-02-14T04:09Z 21.5K followers, [----] engagements


"Wishing all of my friends on X a happy new years. May all of your new years dreams and wishes come true. Ill be raising a bourbon to toast all of you. Cheers my friends"  
[X Link](https://x.com/davevermilion/status/1874235207991386356)  2024-12-31T23:24Z 21.5K followers, [----] engagements


"@tradingtimes4 Opposite of MUD"  
[X Link](https://x.com/davevermilion/status/2019104543578226918)  2026-02-04T17:43Z 21.5K followers, [--] engagements


"$V $MA $AXP Not good peoples"  
[X Link](https://x.com/davevermilion/status/2022337789376037269)  2026-02-13T15:51Z 21.5K followers, [----] engagements


"$XLF vs SPY nearing the April lows. Financials have been underperforming for quite some time"  
[X Link](https://x.com/davevermilion/status/2022512317087519065)  2026-02-14T03:24Z 21.5K followers, [----] engagements


"You will want these Tankers strong 🔥 $ASC +6% https://t.co/YgnUXKfQjf Tankers strong 🔥 $ASC +6% https://t.co/YgnUXKfQjf"  
[X Link](https://x.com/davevermilion/status/2022519306286698684)  2026-02-14T03:52Z 21.5K followers, [----] engagements


"https://x.com/i/spaces/1ZkKzZZpWkyKv https://x.com/i/spaces/1ZkKzZZpWkyKv"  
[X Link](https://x.com/davevermilion/status/2022737733278388454)  2026-02-14T18:20Z 21.5K followers, [----] engagements


"Right on @davevermilion 💥💥💥 @davevermilion 💥💥💥"  
[X Link](https://x.com/davevermilion/status/2022802105669501239)  2026-02-14T22:36Z 21.5K followers, [----] engagements


"Are jobs plentiful $MAN $RHI and S&P [---] historically they tracked the market closely. This is the largest Gator we see in the Market on the job front"  
[X Link](https://x.com/davevermilion/status/1983610282732818734)  2025-10-29T19:01Z 21.3K followers, [----] engagements


"EQIX Hmmm I'll check the RS surely must be outperforming. I mean it is a data center play. $EQIX vs S&P 500"  
[X Link](https://x.com/davevermilion/status/1996626011031851474)  2025-12-04T17:01Z 21.3K followers, [----] engagements


"$EQIX how is that doing"  
[X Link](https://x.com/davevermilion/status/1998992424329527328)  2025-12-11T05:45Z 21.3K followers, [----] engagements


"Well as you know I am a Technician. When I see RS reversals vs the S&P [---] such as this I take notice. Seeing many of this type of setup. This shows you where strength is starting. This is $EMN vs the S&P [---]. $DOW appears to also be bottoming. Down 70% vs the market in the last [--] years. Underperformed dramatically. Paper names still not bottomed but a few appear to be. $SLVM but that is skewed toward paper. https://twitter.com/i/web/status/2000257178511323476 https://twitter.com/i/web/status/2000257178511323476"  
[X Link](https://x.com/davevermilion/status/2000257178511323476)  2025-12-14T17:30Z 21.2K followers, [---] engagements


"$GIS is that what a bottom looks like"  
[X Link](https://x.com/davevermilion/status/2001320372210114847)  2025-12-17T15:55Z 21.5K followers, [----] engagements


"$PAGS Gorgeous"  
[X Link](https://x.com/davevermilion/status/2016163114668958167)  2026-01-27T14:55Z 21.4K followers, [----] engagements


"We have been bullish much of the services sector in Energy for the last 7-8 months. OIH vs XLF"  
[X Link](https://x.com/davevermilion/status/2016525544100172214)  2026-01-28T14:55Z 21.5K followers, [----] engagements


"Pay no attention to the $OWL or to $MSDL keep going. Thanks to @AntithetosCptl for bringing them up to me. (B of A) High yield spreads"  
[X Link](https://x.com/davevermilion/status/2018502647905464555)  2026-02-03T01:51Z 21.5K followers, [----] engagements


"May not be true but this is from headlines I have read. Not official from what I see. Cargill is not moving its headquarters to Texas but it has significantly expanded its footprint there. The company maintains major operations including a regional protein hub in the Dallas/Fort Worth area a $34 million animal nutrition facility in Temple and a Houston export terminal operating 13+ locations in Texas. Key details on Cargill's Texas presence: Expansion: In [----] Cargill and CHS Inc. announced they would add the Cargill-owned Houston export grain terminal to their joint venture TEMCO LLC"  
[X Link](https://x.com/davevermilion/status/2018703123137569022)  2026-02-03T15:08Z 21.4K followers, [--] engagements


"$SLB is now up almost 100% vs $MSFT in just a few months. Not losing money is the same as making money"  
[X Link](https://x.com/davevermilion/status/2018703698503897266)  2026-02-03T15:10Z 21.3K followers, [----] engagements


"Professional gambling with your retirement dollars $MSTR was at $343.20 at close on that day. Now currently trading at $135.99 down over 60% in a equity bull market. JUST IN: $556 Billion California Public Employees Retirement Fund (CalPERS) just bought $18.5 million worth of Strategy $MSTR in Q2. Now holding [------] shares worth over $142 million. https://t.co/uboW7YHzSt JUST IN: $556 Billion California Public Employees Retirement Fund (CalPERS) just bought $18.5 million worth of Strategy $MSTR in Q2. Now holding [------] shares worth over $142 million. https://t.co/uboW7YHzSt"  
[X Link](https://x.com/davevermilion/status/2018721583108366667)  2026-02-03T16:21Z 21.4K followers, 28.8K engagements


"$MU is that a diamond"  
[X Link](https://x.com/davevermilion/status/2018741626781475106)  2026-02-03T17:41Z 21.3K followers, [----] engagements


"From our 1/21/2026 Compass. Have highlighted a number of these before the Group call. Got Chemicals"  
[X Link](https://x.com/davevermilion/status/2018781702156628226)  2026-02-03T20:20Z 21.2K followers, [----] engagements


"$SNDK I don't buy candles like yesterday. Not a good candle"  
[X Link](https://x.com/davevermilion/status/2019077049319559187)  2026-02-04T15:54Z 21.4K followers, [----] engagements


"The least innovative company in the world $CPB No I don't endorse their products or the stock. I am only a reporter. $CPB is up 64% as of yesterdays close from the October low. No I would not get you in at the low. But recognizing when changes occur are important to reduce risk. Recognizing when Staples start outperforming the SPY literally the basket was telling you of a change. https://twitter.com/i/web/status/2019430860336902178 https://twitter.com/i/web/status/2019430860336902178"  
[X Link](https://x.com/davevermilion/status/2019430860336902178)  2026-02-05T15:20Z 21.5K followers, [----] engagements


"@Islandtrades1 @BertasioNino I said it was a trade. It didn't work and cut losses early. I have said it many times I am not a crypto guy. Always willing to try something new. Have shorted it much more than I went long. on the way down"  
[X Link](https://x.com/davevermilion/status/2019549776392646885)  2026-02-05T23:12Z 21.3K followers, [--] engagements


"Who wouldnt like WMT at 40-45x eps. How the Nifty Fifty saga ended in the 1970's: https://t.co/2MjkxJVcHI How the Nifty Fifty saga ended in the 1970's: https://t.co/2MjkxJVcHI"  
[X Link](https://x.com/davevermilion/status/2019617723836211449)  2026-02-06T03:42Z 21.3K followers, [----] engagements


"Mentioned on our morning show many times. Tungsten was the hottest metal last year. It is a very widely used metal for cutting fabricating drilling etc. The metals will return with a vengeance. Oilfield services company $NOV figures out that the lack of #tungsten carbide and the rapid price increase is going to be a real shock to the system. The west hasnt yet worked out that the entire energy and industrial supply chain relies on #tungsten and for the next 12-24 https://t.co/WpClYugNGR Oilfield services company $NOV figures out that the lack of #tungsten carbide and the rapid price increase"  
[X Link](https://x.com/davevermilion/status/2019618863923462629)  2026-02-06T03:47Z 21.5K followers, [----] engagements


"@DennisJ828144 TUNGF watch that one"  
[X Link](https://x.com/davevermilion/status/2019970547422240924)  2026-02-07T03:04Z 21.2K followers, [--] engagements


"@QAGELLC $MCD Breaking topside of an ascending triangle. 5-year RS chart vs the S&P [---]. I would say near-term is bullish on a RS basis. Still needs to prove it can break the longer-term RS downtrend"  
[X Link](https://x.com/davevermilion/status/2020121667687576041)  2026-02-07T13:05Z 21.3K followers, [---] engagements


"Sure it is stupid. You are comparing retailer vs a virtual asset. I don't even know what you are trying to prove with a chart like that. Try CENX vs BTC. Try a sector vs Bitcoin the chart you posted says BTC is still intact vs COST. Unfortunately you didn't see how extended it was. If a drawdown of 50% doesn't trouble you I don't know what to tell you. Try using a 35-year chart. You can't buy things in the past. Your managing money for tomorrow and next year. I avoid a 50% drawdown at all costs. Here is CENX vs BTC would you rather be up or down. It is all relative. If the markets go up 30% I"  
[X Link](https://x.com/davevermilion/status/2020253191951024321)  2026-02-07T21:47Z 21.3K followers, [----] engagements


"Been bullish this for the last 4-5 months While iron hasn't broken out yet $Vale is testing its 18-year old resistance. Breaking it would mark the end of a long standing down trend. To watch closely. https://t.co/pcItS1wqxD While iron hasn't broken out yet $Vale is testing its 18-year old resistance. Breaking it would mark the end of a long standing down trend. To watch closely. https://t.co/pcItS1wqxD"  
[X Link](https://x.com/davevermilion/status/2021029246572081165)  2026-02-10T01:11Z 21.3K followers, [----] engagements


"Someone I know talked about Tungsten several months ago My first 10x Thank you #tun https://t.co/B0cPx27QvB My first 10x Thank you #tun https://t.co/B0cPx27QvB"  
[X Link](https://x.com/davevermilion/status/2021030685834949043)  2026-02-10T01:17Z 21.3K followers, [----] engagements


"Went very bullish emerging markets at the end of December in [--]. How did that work out While everyone is stressing about how to position themselves this year. This trade continues to work. Emerging Markets U.S. Dollar. https://t.co/M7GS7xIR5M While everyone is stressing about how to position themselves this year. This trade continues to work. Emerging Markets U.S. Dollar. https://t.co/M7GS7xIR5M"  
[X Link](https://x.com/davevermilion/status/2021038991257239610)  2026-02-10T01:50Z 21.4K followers, [----] engagements


"@jc22_007 I love your Aston Martin buddy"  
[X Link](https://x.com/davevermilion/status/2021040173065388184)  2026-02-10T01:55Z 21.4K followers, [---] engagements


"What next A move in energy Multi-year lows in OECD onshore crude inventories as crack spreads stay strong product demand stays resilient and supply stagnates Petroleum consumption simply continues to grow nonstop with the world hungry for every molecule it can find. 🛢💰 https://t.co/fzWF8LSd9g Multi-year lows in OECD onshore crude inventories as crack spreads stay strong product demand stays resilient and supply stagnates Petroleum consumption simply continues to grow nonstop with the world hungry for every molecule it can find. 🛢💰 https://t.co/fzWF8LSd9g"  
[X Link](https://x.com/davevermilion/status/2021040465793933483)  2026-02-10T01:56Z 21.5K followers, [----] engagements


"Damn that seems bullish for them US Industries YTD Performance: $OIH Oil Services $XME Metals & Mining $TAN Solar $XOP Oil & Gas $MOO Agriculture $KRE Regional Banks $GDX Gold Miners $ITB Homebuilders $PBW Clean Energy $SMH Semiconductors & $JETS Airlines https://t.co/1x6wr8stHl US Industries YTD Performance: $OIH Oil Services $XME Metals & Mining $TAN Solar $XOP Oil & Gas $MOO Agriculture $KRE Regional Banks $GDX Gold Miners $ITB Homebuilders $PBW Clean Energy $SMH Semiconductors & $JETS Airlines https://t.co/1x6wr8stHl"  
[X Link](https://x.com/davevermilion/status/2021041398154465742)  2026-02-10T01:59Z 21.5K followers, [----] engagements


"@QAGELLC My continued view is the USD breaks down. We are the MOST crowded market during our [--] years of outperformance"  
[X Link](https://x.com/davevermilion/status/2021046112019227130)  2026-02-10T02:18Z 21.3K followers, [---] engagements


"@QAGELLC Thus far I printed 98% in EWY over the S&P [---] and 3x that in KORU. I will wait for a signal to change. So far all fiat currencies are underperforming EVERY industrial metals by magnitudes. Every one of them"  
[X Link](https://x.com/davevermilion/status/2021046584138678286)  2026-02-10T02:20Z 21.3K followers, [---] engagements


"@QAGELLC I have moved heavily into commodity markets. Brazil Australia and Canada. Over the last few months. I will stick with a 5-7 year time horizon. I have seen this once before when I went bullish on emerging markets. This is the second time I get this playbook"  
[X Link](https://x.com/davevermilion/status/2021047728130687180)  2026-02-10T02:25Z 21.3K followers, [---] engagements


"No one wanted $ESP why not You can't have a robotics revolution without a rare earth magnet revolution. And Morgan Stanley is predicting a 477x growth in demand. $MP $LYSCF $UUUU https://t.co/RvhFowk5Q2 You can't have a robotics revolution without a rare earth magnet revolution. And Morgan Stanley is predicting a 477x growth in demand. $MP $LYSCF $UUUU https://t.co/RvhFowk5Q2"  
[X Link](https://x.com/davevermilion/status/2021048167991738713)  2026-02-10T02:26Z 21.3K followers, [----] engagements


"@QAGELLC They are going to spend into oblivion. Trust me on that. Refinancing drives demand. Demand takes commodities up"  
[X Link](https://x.com/davevermilion/status/2021048570959314956)  2026-02-10T02:28Z 21.3K followers, [---] engagements


"@NeuRon06434080 @omshanti08 I worked many years with Rob McClanahan from the 80s gold team truly a great guy"  
[X Link](https://x.com/davevermilion/status/2021054553161089182)  2026-02-10T02:52Z 21.4K followers, [---] engagements


"@RepMarkPocan A lying sack of shit you are. Imagine how many ways you dumbass democrats made this by issuing IDs to anyone that can fog a mirror. There is nothing you wont do to make anything as difficult as can be"  
[X Link](https://x.com/davevermilion/status/2021412363010965898)  2026-02-11T02:33Z 21.3K followers, [----] engagements


"XLF vs XLE one is paper the other is not. I will let you guess which one the market likes better"  
[X Link](https://x.com/davevermilion/status/2021606033148244428)  2026-02-11T15:23Z 21.4K followers, [----] engagements


"@10009nyny @AnthemBCBS Thank you Jay"  
[X Link](https://x.com/davevermilion/status/2021611762622071164)  2026-02-11T15:46Z 21.4K followers, [---] engagements


"@JoshYoung Been bullish for at least [--] mos on them"  
[X Link](https://x.com/davevermilion/status/2021834609642688864)  2026-02-12T06:31Z 21.4K followers, [---] engagements


"Well I like to give perspective. It is not a earnings call it is really a perspective that funds may not want to continue to sell down the software names. Semis are the now the largest concentration risk. If I fund needs to raise capital they may prefer to take profits where they have them that is semis https://twitter.com/i/web/status/2022049081049407551 https://twitter.com/i/web/status/2022049081049407551"  
[X Link](https://x.com/davevermilion/status/2022049081049407551)  2026-02-12T20:44Z 21.5K followers, [--] engagements


"The AI industry is canabalizing tech faster than any proceeding technology. Sure its healthy"  
[X Link](https://x.com/davevermilion/status/2022166115770912915)  2026-02-13T04:29Z 21.5K followers, [----] engagements


"RT @FoamOnTheRunway: Transocean $RIG "Breakout of [--] year downtrend""  
[X Link](https://x.com/davevermilion/status/2022518057562943855)  2026-02-14T03:47Z 21.5K followers, [--] engagements


"Has anyone ever said sell in this space $BMNR CEO Tom Lee believes that crypto is bottoming: Crypto looks really like its bottoming because the fundamental story of crypto is quite positive https://t.co/FXMFn1uVVp $BMNR CEO Tom Lee believes that crypto is bottoming: Crypto looks really like its bottoming because the fundamental story of crypto is quite positive https://t.co/FXMFn1uVVp"  
[X Link](https://x.com/davevermilion/status/2022165466983370900)  2026-02-13T04:26Z 21.5K followers, [----] engagements


"Been talking about tungsten quite a bit Today Fastmarkets moved their #Tungsten APT notation from 1200/1550 to 1650/1825 - gapping higher to a new massive all time high. China Tungsten Online reports $1668. I thought we would slow down into Lunar New Year - we are instead accelerating. $EQR $TUN Today Fastmarkets moved their #Tungsten APT notation from 1200/1550 to 1650/1825 - gapping higher to a new massive all time high. China Tungsten Online reports $1668. I thought we would slow down into Lunar New Year - we are instead accelerating. $EQR $TUN"  
[X Link](https://x.com/davevermilion/status/2022412207250931719)  2026-02-13T20:46Z 21.5K followers, [----] engagements


"My first car when I was [--] those were the days"  
[X Link](https://x.com/anyuser/status/1743681782078218246)  2024-01-06T17:11Z 21.5K followers, [----] engagements


"I got Coal on July 4th. $HCC vs $XLK"  
[X Link](https://x.com/davevermilion/status/2009356089784193273)  2026-01-08T20:06Z 21.5K followers, [----] engagements


"$SPB vs $BTC. Please don't tell anyone that the copper top Duracell battery has outperformed BTC by 100% in the last [--] months seriously do not say anything"  
[X Link](https://x.com/davevermilion/status/2018452097688109532)  2026-02-02T22:30Z 21.5K followers, [----] engagements


"$OWL everything is still fine"  
[X Link](https://x.com/davevermilion/status/2018705121232744597)  2026-02-03T15:16Z 21.5K followers, [----] engagements


"Kim Kardashian pattern spotted. $SM"  
[X Link](https://x.com/davevermilion/status/2019097235137712508)  2026-02-04T17:14Z 21.5K followers, [----] engagements


"Great I won't be able to finance my burrito anymore $KLAR"  
[X Link](https://x.com/davevermilion/status/2022010210572022270)  2026-02-12T18:09Z 21.5K followers, [----] engagements


"And CVNA only has the clients that pay on 23% interest rates. Just glad that $KLAR can finance my burrito at a profit 12.7% of credit card balances in the US are now 90+ days delinquent the highest since [----]. 5.2% of auto loan balances are now 90+ days delinquent the highest since [----]. https://t.co/l5IYmkf6Ih https://t.co/n5PRktSDXy 12.7% of credit card balances in the US are now 90+ days delinquent the highest since [----]. 5.2% of auto loan balances are now 90+ days delinquent the highest since [----]. https://t.co/l5IYmkf6Ih https://t.co/n5PRktSDXy"  
[X Link](https://x.com/davevermilion/status/2022166616524698085)  2026-02-13T04:31Z 21.5K followers, [----] engagements


"The governor of Minnesota is doing a great job The Paid Family Medical Leave law went into effect last month and it is already having a disastrous effect on small businesses and burdening co-workers. The program has no guardrails to prevent fraud. This law applies to nearly every business in Minnesota including The Paid Family Medical Leave law went into effect last month and it is already having a disastrous effect on small businesses and burdening co-workers. The program has no guardrails to prevent fraud. This law applies to nearly every business in Minnesota including"  
[X Link](https://x.com/davevermilion/status/2022166922692014441)  2026-02-13T04:32Z 21.5K followers, [----] engagements


"High yield spreads after today's tape action"  
[X Link](https://x.com/davevermilion/status/2022511384987340834)  2026-02-14T03:21Z 21.5K followers, [----] engagements


"XCCC/HYG the crappiest of high yield is abysmal. If it spreads up the chain of the debt structure you will know"  
[X Link](https://x.com/davevermilion/status/2022511907001815199)  2026-02-14T03:23Z 21.5K followers, [----] engagements


"Everyone may start drinking soon Past performance is no guarantee of future results $DEO bottoming slowly https://t.co/pSMaOGAb2A $DEO bottoming slowly https://t.co/pSMaOGAb2A"  
[X Link](https://x.com/davevermilion/status/2022513336567669239)  2026-02-14T03:28Z 21.5K followers, [----] engagements


"I am a technical analyst I have been bullish offshore names since July/August and yes RIG has broken a [--] year downtrend. Thank you for your attention to this matter I am not a technical analyst and wont pretend to be one. With that said it seems to me that when major structural forces are shifting and who the winners of the next [--] years are changing things like [--] year down trends are at least a flashing light that an inflection is https://t.co/NdOSbtKIkh I am not a technical analyst and wont pretend to be one. With that said it seems to me that when major structural forces are shifting and"  
[X Link](https://x.com/davevermilion/status/2022517578095280513)  2026-02-14T03:45Z 21.5K followers, [----] engagements


"I remember when everyone said no one can beat these companies I recall when everyone said that about KODK AVON SEARS roebuck IBM Global crossing HPQ JDSU in fact less than 45% of the the names in the S&P [---] were in there [--] years ago that means it is a survivorship based index and 55% are no longer what people look at anymore. https://twitter.com/i/web/status/2022520431731704001 https://twitter.com/i/web/status/2022520431731704001"  
[X Link](https://x.com/davevermilion/status/2022520431731704001)  2026-02-14T03:57Z 21.5K followers, [----] engagements


"Alex Ill take what is concentration risk for -30% please and for the next category Ill take can this happen somewhere else like the MAG7 or semis sorry I didnt realize the MAG7 were already doing that $IGV long-legged doji on the weekly so far. back to the flat line vs last Friday https://t.co/tRxa0TtrNy $IGV long-legged doji on the weekly so far. back to the flat line vs last Friday https://t.co/tRxa0TtrNy"  
[X Link](https://x.com/davevermilion/status/2022521857845645577)  2026-02-14T04:02Z 21.5K followers, [----] engagements


"@EladioSantiag14 @ChichBull @QAGELLC You mean the malfeasance 7"  
[X Link](https://x.com/davevermilion/status/2022804095212396710)  2026-02-14T22:44Z 21.5K followers, [---] engagements


"@financialjuice Yes because those investors invested in something you won't. ummm duh"  
[X Link](https://x.com/davevermilion/status/1585734375563575296)  2022-10-27T20:45Z 21.5K followers, [--] engagements


"Baltic dry index up 128% from Fed 16th prob nothing"  
[X Link](https://x.com/davevermilion/status/1632558366915452930)  2023-03-06T01:47Z 21.5K followers, 18.1K engagements


"That bull market that started with the Russell [----] index near Jan lows and the Adv/Dec line near 15-month lows. Remember that"  
[X Link](https://x.com/davevermilion/status/1638954129035763741)  2023-03-23T17:21Z 21.5K followers, 21.6K engagements


"Kudos. Narrow breadth is not typical in the start of a bull market. This is a concern of mine as well"  
[X Link](https://x.com/davevermilion/status/1641175007593103361)  2023-03-29T20:26Z 21.5K followers, 24.7K engagements


"Had to put my boy down today. 14yrs helped raise a family. Ill miss him"  
[X Link](https://x.com/davevermilion/status/1646629589949587456)  2023-04-13T21:41Z 21.5K followers, 26.8K engagements


"I cant even join spaces today. My yard is being surrounded"  
[X Link](https://x.com/davevermilion/status/1647333678916202500)  2023-04-15T20:18Z 21.5K followers, [----] engagements


"$AMZN whats that"  
[X Link](https://x.com/davevermilion/status/1651706129792004098)  2023-04-27T21:53Z 21.5K followers, 23.5K engagements


"Kantro is truly on top of his game. Truly a great guy. A technician a consultant and a strategist walk into a bar 😂 Look who came up north to bring a little #HOPE to @davevermilion and me Big Daddy @MichaelKantro https://t.co/AuBzOcvevv A technician a consultant and a strategist walk into a bar 😂 Look who came up north to bring a little #HOPE to @davevermilion and me Big Daddy @MichaelKantro https://t.co/AuBzOcvevv"  
[X Link](https://x.com/davevermilion/status/1656429878877536258)  2023-05-10T22:43Z 21.5K followers, [----] engagements


"AVGO hit $920 today and is now trading at $804 prob nothing"  
[X Link](https://x.com/davevermilion/status/1663635732542390273)  2023-05-30T19:57Z 21.5K followers, 46.8K engagements


"Protect yourself. Everyone is hiding in the same place"  
[X Link](https://x.com/davevermilion/status/1663908678473330690)  2023-05-31T14:01Z 21.5K followers, 15.2K engagements


"Highest shorts"  
[X Link](https://x.com/davevermilion/status/1681655333838528512)  2023-07-19T13:20Z 21.5K followers, 25.3K engagements


"Is the economy great"  
[X Link](https://x.com/davevermilion/status/1703417837400850524)  2023-09-17T14:37Z 21.5K followers, 163.8K engagements


"I spend time on fintwit to try and provide history. I have no energy to argue history. I have the data and experience to know when irrational behavior takes place. I do not enjoy blocking people I am not condescending nor an angry person but I dont have time or energy to make my point I have zero desire to block anyone but I just had to tonight. As porky pig would say Thats Thats all folks"  
[X Link](https://x.com/davevermilion/status/1703600386215498079)  2023-09-18T02:42Z 21.5K followers, 12K engagements


"Every focusing on the equity markets. Meanwhile Nat Gas is saying look at me"  
[X Link](https://x.com/davevermilion/status/1704840042542186875)  2023-09-21T12:48Z 21.5K followers, 21.5K engagements


"@muhammadshehad2 And over [---] dead at a peace festival sure post about one person"  
[X Link](https://x.com/davevermilion/status/1711216827127173431)  2023-10-09T03:07Z 21.5K followers, 16.2K engagements


"I recall everyone saying its a bull market. Too many times I indicated that bull markets do not have financials moving down retailers and transports moving toward [--] week lows. Yes it was a bull market in the S&P and Nasdaq by index level but under the surface it has been ominous and not anywhere similar to previous market lows. You can have a market low but it doesnt have to be the market low. Again I have never seen a market move up and sustain an advance with poor breadth for a true bull market. Eerily the most similar is in a nifty fifty environment. Now we will find out soon if all those"  
[X Link](https://x.com/davevermilion/status/1718769925106421773)  2023-10-29T23:20Z 21.5K followers, 45.4K engagements


"Reminder You do not have to be a bear or a bull. If anyone asks you what you are they do not understand the market whatsoever. You can be bullish on certain areas and be bearish certain areas. Predicting capitulations and price targets on the index often only distracts you from making good decisions about what will take the index to those levels be it positive of negative. Making predictions often will only result in you having a label of bear or bull. Owning or not owning the right stocks will deliver alpha. At some points you can make those calls but making them daily you will be labeled"  
[X Link](https://x.com/davevermilion/status/1721928490075722112)  2023-11-07T16:31Z 21.5K followers, [----] engagements


"Has anyone on Twitter been through a recession before"  
[X Link](https://x.com/anyuser/status/1732505668022628849)  2023-12-06T21:01Z 21.5K followers, 87.9K engagements


"I rarely rarely ever short. I accidentally hit the sell button today"  
[X Link](https://x.com/davevermilion/status/1753581581300531452)  2024-02-03T00:50Z 21.5K followers, [----] engagements


"@unusual_whales The headline is completely wrong let me try and correct it. "Arizona taxpayers that have not incurred medical debt will pay the medical debt of other taxpayers that did receive care. In turn Katie Hobbs expect those that were forgiven their debt to vote for her""  
[X Link](https://x.com/davevermilion/status/1765075639034667196)  2024-03-05T18:03Z 21.5K followers, [----] engagements


"What happens after you break [--] year downtrends in rates"  
[X Link](https://x.com/anyuser/status/1776211271085343175)  2024-04-05T11:32Z 21.5K followers, 12.8K engagements


"Anyone think rate cuts are still coming"  
[X Link](https://x.com/davevermilion/status/1776227541432291337)  2024-04-05T12:37Z 21.5K followers, [----] engagements


"I took a lot of crap on $TSLA and semis. Thanks for playing the game called statistics. Going against the crowd and just simply reading the tape tends to favor those that dont fall in love with what they own"  
[X Link](https://x.com/davevermilion/status/1781392310158451193)  2024-04-19T18:39Z 21.5K followers, [----] engagements


"@zerohedge Incorrect just pulled up San Francisco and San Diego on the chipotle app for pickup did double steak and it around $18. Please let us know what city you used"  
[X Link](https://x.com/davevermilion/status/1784735854348366106)  2024-04-29T00:06Z 21.5K followers, 22K engagements


"Utilities leading in this Bull mkt. Note to self. When was the last time Utilities led in a bull market"  
[X Link](https://x.com/davevermilion/status/1785349174654836805)  2024-04-30T16:43Z 21.5K followers, 48.4K engagements


"Remember that time when utilities led in the start of a bull market My data doesnt show it"  
[X Link](https://x.com/davevermilion/status/1788781061582819701)  2024-05-10T04:00Z 21.5K followers, [----] engagements


"In my career I have called out around 7-8 Diamond patterns on the S&P [---] index. I know that [--] of them resulted in breaking to the downside. The one that didn't break went to new highs over the next [--] weeks and then a dramatic decline. I do not know where we go from here but my ears are open"  
[X Link](https://x.com/davevermilion/status/1795624305985798515)  2024-05-29T01:12Z 21.5K followers, 275.7K engagements


"I was taught doing technicals utilizing relative strength from one of the best in the industries my father Edward Nicoski recipient of [--] times II rankings [--] times best of the best which pitted him against every single fundamental analyst economist on Wall Street I worked with him throughout all of those rankings. One comment he often used with institutional clients was relative strength works 98% of the time the other 2% is much like what Hannibal Lechtor would say you can only live off of relatives for so long"  
[X Link](https://x.com/davevermilion/status/1806133644492206087)  2024-06-27T01:13Z 21.5K followers, [----] engagements


"I have pretty much stopped going into spaces. I have been calling Concentration risk for a couple of months. It does not mean I am bearish just that so much capital is buried in the top names any correction could cause a large fallout in terms of the Indexes. I spend my time on Sectors and Groups. Yes the moves between Sectors and Groups are extremely high and they will tell you when rotations occur"  
[X Link](https://x.com/davevermilion/status/1818388059907375213)  2024-07-30T20:47Z 21.5K followers, [----] engagements


"Remember that time that Utilities led the Bull market. Nope neither do I. XLU vs SOX"  
[X Link](https://x.com/davevermilion/status/1821208847161421994)  2024-08-07T15:36Z 21.5K followers, 16.8K engagements


"I honestly think we are a banana republic. This is not a sign of leadership its a desperate move by a politician that would rather bow to populism to win your vote. All I can say if this isnt a banana republic now it will soon be. VP Kamala Harris will propose offering $25000 for first-time homeowners as part of an economic policy rollout Friday a tacit acknowledgment that voter angst over rising housing costs. https://t.co/9qHE6Uponx https://t.co/REpNpURJgy VP Kamala Harris will propose offering $25000 for first-time homeowners as part of an economic policy rollout Friday a tacit"  
[X Link](https://x.com/anyuser/status/1824273564033319403)  2024-08-16T02:34Z 21.5K followers, [----] engagements


"@charliebilello They changed how they calculate the number It has changed from what the premiums paid and the claims against those premiums. It is really on the side of the insurance cos not the consumer. If you don't like what it shows change the way you measure it"  
[X Link](https://x.com/davevermilion/status/1834017374804046076)  2024-09-11T23:53Z 21.5K followers, [----] engagements


"One thing I have learned over the last [--] years is more and more are embracing technicals over fundamentals. They dont care whether there are fundamentals or not. These are the very things that raise concern for a lifelong technician"  
[X Link](https://x.com/davevermilion/status/1837289500180893906)  2024-09-21T00:35Z 21.5K followers, [----] engagements


"I rarely block people but I just think its fun doing it tonight. If you see this you are not blocked"  
[X Link](https://x.com/davevermilion/status/1837670769347666087)  2024-09-22T01:50Z 21.5K followers, [----] engagements


"Lowest volume day over the last year on SPY"  
[X Link](https://x.com/davevermilion/status/1838360977823154622)  2024-09-23T23:33Z 21.5K followers, [----] engagements


"Nikkei Futures down 5.82% carry on"  
[X Link](https://x.com/davevermilion/status/1839748297168195650)  2024-09-27T19:25Z 21.5K followers, 219.7K engagements


"Went long China today wish me luck"  
[X Link](https://x.com/anyuser/status/1848913371950694544)  2024-10-23T02:24Z 21.5K followers, [----] engagements


"IMO something bigger than what you see now happens tomorrow. USD surging bond yields ripping higher. Something will be broke. Sovereign debt many funds will be involved much unwinding. Ill most likely be involved in vol at some point tomorrow"  
[X Link](https://x.com/davevermilion/status/1853994199449821435)  2024-11-06T02:53Z 21.5K followers, 10.6K engagements


"Why would you pardon someone that has never been convicted of a crime And if so I want to know what crime may have been committed that this admin is already willing to pardon them for This smells to high heaven. BREAKING: The Biden Administration is considering pardoning Dr. Anthony Fauci according to Politico. This would reportedly be a preemptive pardon for Fauci and multiple others. https://t.co/Btlz2bjqqO BREAKING: The Biden Administration is considering pardoning Dr. Anthony Fauci according to Politico. This would reportedly be a preemptive pardon for Fauci and multiple others."  
[X Link](https://x.com/davevermilion/status/1864447904015859727)  2024-12-04T23:13Z 21.5K followers, [----] engagements


"The fed will sacrifice equities so bonds do not continue their ascent"  
[X Link](https://x.com/anyuser/status/1869916487600759113)  2024-12-20T01:23Z 21.5K followers, 12.2K engagements


"Just a note. Everyone makes money in bull markets I get 10x more business in bear markets"  
[X Link](https://x.com/davevermilion/status/1878582826121228410)  2025-01-12T23:20Z 21.5K followers, [----] engagements


"@RnaudBertrand This tells me everyone buying GPU's at inflated prices need a larger return on their investment"  
[X Link](https://x.com/davevermilion/status/1882767939730117000)  2025-01-24T12:30Z 21.5K followers, 13.8K engagements


"The magnitude of posting regarding inflation caused for Trump is off the charts people posting egg prices from last year to the first [--] days of Trumps presidency is just astounding. Either youre an idiot for believing this or you realize just how the other party will distort any and everything. I didnt hear the left once discuss the inflationary pressures under their watch not ONE. [--] days into a new presidency and they no longer care about 8-9% inflation under their watch"  
[X Link](https://x.com/davevermilion/status/1889896785499582839)  2025-02-13T04:38Z 21.5K followers, 16K engagements


"@rogertansey You do realize that this was done before President Trump was sworn in It was done under the Biden administration"  
[X Link](https://x.com/anyuser/status/1890017475309519055)  2025-02-13T12:37Z 21.5K followers, 166.3K engagements


"Confucius say "He who tries to pick bottom has stinky finger""  
[X Link](https://x.com/davevermilion/status/1896949726014210191)  2025-03-04T15:43Z 21.5K followers, [----] engagements


"This coming from a guy that was in the administration that culled over [---] million chickens then says nothing about the last 300% run up in prices and complains about the last 10% If you're a billionaire $10 eggs might be just a "little disturbance." For most Americans it's a real issue. https://t.co/P6XTnrGci1 If you're a billionaire $10 eggs might be just a "little disturbance." For most Americans it's a real issue. https://t.co/P6XTnrGci1"  
[X Link](https://x.com/davevermilion/status/1897438425457852836)  2025-03-06T00:05Z 21.5K followers, [----] engagements


"One of the toughest and most unusual thing on X is to compliment someone. I have highlighted two people on X tonight to show my appreciation. I never talk crap about anyone publicly. I told my kids since they were little. God doesnt judge you by what happens to you but he does judge you by your reactions on things that happen to you. I live by that whether you believe in God or not it makes you a better person. Be the best you can be raise other up around you you will have the best of friends"  
[X Link](https://x.com/davevermilion/status/1897830041830166941)  2025-03-07T02:01Z 21.5K followers, [----] engagements


"Do not confuse "A" bottom and "Thee" bottom. They are two different things"  
[X Link](https://x.com/davevermilion/status/1899872407772385688)  2025-03-12T17:17Z 21.5K followers, [----] engagements


"I just want to Apologize to all my followers. I was wrong for [--] 1/2 hours. Again sincere apologies to all of you"  
[X Link](https://x.com/davevermilion/status/1907549623826166126)  2025-04-02T21:44Z 21.5K followers, [----] engagements


"Things you usually get before a bottom. 90% downside day. What was working gets sold. BRK.B MCD CBOE ICE MKTX for instance. Wait for confirmation of up day [--] days of up 80% volume or 90% + up vol day. I expect we will see many false up days. In periods such as this bottoms tend to get made on apathy"  
[X Link](https://x.com/davevermilion/status/1908124258980552757)  2025-04-04T11:47Z 21.5K followers, 11.4K engagements


"Oversold is a term used too often and explains conditions. However a true major bottom occurs when the % of stocks above the 200-day moving average reaches levels near the 10% level. Today all leadership was taken out that held up the best. Funds are being forced to sell their winners now. Typically this occurs for more than one session. My data reflects a down 92.86% on down volume so yes a great factor in itself for an oversold bounce but Monday will be the tell. Stay tuned"  
[X Link](https://x.com/davevermilion/status/1908345615408365819)  2025-04-05T02:27Z 21.5K followers, 29K engagements


"S&P [---] at 21.25% of names above the 200-day it is often the case that when we get down to near the 10% level and only when we move up that we get some sort of a bottom. Realize much like sentiment we can stay there for several months"  
[X Link](https://x.com/anyuser/status/1908508223226642609)  2025-04-05T13:13Z 21.5K followers, [----] engagements


"Imagine protesting that you are in favor of govt waste. I have better things to do like work and enjoy life. NEW: Thousands of protesters take to the streets to protest against Trump & Musk in Boston. Protesters are demanding that the admin stop all efforts of eliminating government waste and fraud. Local reports claim there are [-----] people in attendance. https://t.co/HVnJIawAvu NEW: Thousands of protesters take to the streets to protest against Trump & Musk in Boston. Protesters are demanding that the admin stop all efforts of eliminating government waste and fraud. Local reports claim"  
[X Link](https://x.com/davevermilion/status/1908616592541561098)  2025-04-05T20:23Z 21.5K followers, [----] engagements


"What happens when everyone YOLOs long here"  
[X Link](https://x.com/anyuser/status/1909613156948750455)  2025-04-08T14:23Z 21.5K followers, 10.9K engagements


"He who tries to pick a bottom gets stink finger"  
[X Link](https://x.com/davevermilion/status/1909678782815879199)  2025-04-08T18:44Z 21.5K followers, [----] engagements


"Markets crash from oversold levels. Where did I hear that"  
[X Link](https://x.com/davevermilion/status/1909728675760656416)  2025-04-08T22:02Z 21.5K followers, [----] engagements


"I had to take shorts at [---] spy levels. Sold all my longs covered the shorts near the close crazy workout today. I am not a trader even but I have been through some crap plenty of scars over the years. Now you know what we went through in the dot com bubble and the GFC and its not over yet. Please be careful everyone. Sometimes doing nothing is better than doing something. Worst recession ever. https://t.co/UXKtAo7fZq Worst recession ever. https://t.co/UXKtAo7fZq"  
[X Link](https://x.com/davevermilion/status/1909738182067007596)  2025-04-08T22:40Z 21.5K followers, [----] engagements


"Markets never stop going down until you stop trying to pick a bottom. Most bear markets end on apathy. In March of [----] you could have heard a pin drop on the tape. Stop looking at your portfolio from your high water mark it will takes literally years if not a decade to get there. This market was the 3rd highest valuation in the last [---] years. Be patient sit tight stop trying everyday to get back what you lost and it will bottom without volatility being at extreme levels. They should have a 1-800-no to gambling number on every screen you have with your broker"  
[X Link](https://x.com/davevermilion/status/1909759661277852043)  2025-04-09T00:05Z 21.5K followers, 20.7K engagements


"Talked to a very good friend of mine yesterday whose friend sadly ended his life. A long time employee of a large company. Stock based compensation company but has been there for [--] years. I am truly saddened hearing this. Markets have gone through good times and bad times. Please do not think this is a way out. You are loved by many"  
[X Link](https://x.com/davevermilion/status/1910148392883208330)  2025-04-10T01:50Z 21.5K followers, 11.5K engagements


"@PeterLBrandt Peter Please look at the long-term chart It made a low in [----] and moved up for [--] years. You have just broken a long-term downtrend in Glod vs the S&P [---] how many inflections of 14-year downtrends go up for a year or two"  
[X Link](https://x.com/davevermilion/status/1912678734265541008)  2025-04-17T01:25Z 21.5K followers, [----] engagements


"This is Gold over the last [--] years relative to the S&P [---]. Please tell me that a [--] year downtrend reversal ends up with a one year advance. Are we extended near term yes. No one seemed to care that BTC went from 14k to 110k did they Yes buy pullbacks is the right thing to do here perhaps trim on extension of 20% from the 200-day. Realize that gold while peaking in [----] it was in a significant move up from [----]. https://t.co/z5HzB9XFlU https://t.co/z5HzB9XFlU"  
[X Link](https://x.com/davevermilion/status/1913063333273411982)  2025-04-18T02:53Z 21.5K followers, [----] engagements


"Tons of respect Craig but true US companies knew the game before they invested and put plants over there. They knew IP was to be shared. They choose to put production there without having any ability to challenge it earnings and massive wealth made their decisions. China made a decision what was best for them and this was known years ago many companies complained and still made their product there"  
[X Link](https://x.com/davevermilion/status/1916688850035917143)  2025-04-28T03:00Z 21.5K followers, 10.6K engagements


"A great time to buy tariffs will only reduce the purchasing power of consumers by (checks notes) anywhere from 20% to 145%. Less packaging material less volume of goods transported. Less shipping containers less store volume higher avg ticket sales based on lower volume. Sounds perfect. investors so frantic about not missing the "tariff normalization" trade they've driven the SPX where it was before tariffs were announced not a forecast but given an active recession warning composite and an open valuations/internals trap door the unwind may be spectacular https://t.co/r2Am5z5lOv investors so"  
[X Link](https://x.com/davevermilion/status/1917358311940448547)  2025-04-29T23:20Z 21.5K followers, 18.4K engagements


"I get laughed at all the time. I was buying China before Tepper said that Europe markets all bottomed in Jan and that emerging markets would bottom as well. Own some international markets. Everyone said those markets are not safe they are un-investable. Now the Oracle of Omaha says it and now everyone wants foreign names. I am sure I'll get laughed at many more times before this all plays out"  
[X Link](https://x.com/davevermilion/status/1919362312026075584)  2025-05-05T12:03Z 21.5K followers, 21.2K engagements


"@JaguarAnalytics Does this help https://x.com/1CoastalJournal/status/1919516612899832180 The Fed purchased over $20 billion worth of 3-year notes (bonds) today marking the largest daily purchases since the era of QE in [----]. This significant move follows a week after the Fed provided liquidity via Discount window of $3.5 Billion. https://t.co/dh5uRFFlan https://x.com/1CoastalJournal/status/1919516612899832180 The Fed purchased over $20 billion worth of 3-year notes (bonds) today marking the largest daily purchases since the era of QE in [----]. This significant move follows a week after the Fed"  
[X Link](https://x.com/anyuser/status/1919562004823490876)  2025-05-06T01:17Z 21.5K followers, 22K engagements


"U.S. and China have a trade deal but no one knows what it is. Absolutely bullish"  
[X Link](https://x.com/anyuser/status/1921739726362456099)  2025-05-12T01:30Z 21.5K followers, [----] engagements


"Said on a space tonight "you know it is strange that BRK.B pulled right back to the 200-day it is usually that something happens when it does that""  
[X Link](https://x.com/davevermilion/status/1933342712708620606)  2025-06-13T01:56Z 21.5K followers, [----] engagements


"I thought bitcoin was made for this"  
[X Link](https://x.com/davevermilion/status/1933346985043488818)  2025-06-13T02:13Z 21.5K followers, [----] engagements


"My block list is getting huge I think I have more blocks than follows"  
[X Link](https://x.com/anyuser/status/1933351672366911803)  2025-06-13T02:32Z 21.5K followers, [----] engagements


"Friday had the largest volume in SOXS in history. Today superseded that by over [--] Million shares. Do I know something No I don't just some data"  
[X Link](https://x.com/davevermilion/status/1940138220051669172)  2025-07-01T19:59Z 21.5K followers, 17.8K engagements


"QQQ's Not often you see this behavior. Will update at EOD to see what today's activity does"  
[X Link](https://x.com/davevermilion/status/1968699120333328662)  2025-09-18T15:30Z 21.5K followers, 11.3K engagements


"One has to. Wonder how OKLO is now up almost 1200% over NVDA over the last [--] months. One has revenue the other doesnt I was all over the nuclear SMRs when SMR did a double tap at $2.00 no one wanted them at the time. Where are they now yes its the future but they are now bid to the pint you have recognized [--] years of sales in [--] years. I tapped out similar to the insiders"  
[X Link](https://x.com/anyuser/status/1969230879168815319)  2025-09-20T02:43Z 21.5K followers, [----] engagements


"Good thing no one is over levered"  
[X Link](https://x.com/anyuser/status/1976727345957658797)  2025-10-10T19:11Z 21.5K followers, [----] engagements


"I DO NOT like anyone losing money period. I do my best to show warning signs like I did in Mid-February and mentioned the Semi Peak back on July 8th of [----]. Many people think this market is normal it is not. Everyone is in the same stocks. Be Careful"  
[X Link](https://x.com/davevermilion/status/1976841741287505945)  2025-10-11T02:46Z 21.5K followers, [----] engagements


"In the next [--] years most baby boomers will be entering assisted living or nursing homes. Almost 60% of homeowners dont have a mortgage. Almost [--] % of baby boomers have [--] homes. If you buy a home in the next [--] years and especially at a [--] year mortgage you will never see a positive return. I tend to lean right but have no problem calling out stupidity from either side. https://t.co/ab0TqBqgYk https://t.co/ab0TqBqgYk"  
[X Link](https://x.com/davevermilion/status/1987366615529193549)  2025-11-09T03:48Z 21.5K followers, 679.5K engagements


"@neilquinn Well of course I also want a lambo right now but its winter in Minnesota"  
[X Link](https://x.com/anyuser/status/1987561607950459313)  2025-11-09T16:43Z 21.5K followers, [----] engagements


"This is out tonight"  
[X Link](https://x.com/anyuser/status/1988439225130508620)  2025-11-12T02:50Z 21.5K followers, [----] engagements


"I live in Mn fortunately I moved out of Minneapolis before the burning of it. My office is still downtown and it is literally a ghost town. The Ameriprise building that sold in [----] for [---] million just sold for [----] million and was built in [----]. Walz and AG have literally destroyed the inner city. https://twitter.com/i/web/status/1997503994449514953 https://twitter.com/i/web/status/1997503994449514953"  
[X Link](https://x.com/davevermilion/status/1997503994449514953)  2025-12-07T03:10Z 21.5K followers, [---] engagements


"@Jgj31929196 It is a trade for now"  
[X Link](https://x.com/davevermilion/status/2019133649875267724)  2026-02-04T19:39Z 21.5K followers, [---] engagements


"Im taking a much needed break from spaces the craziness and drama is not what I need in my life. I never take sides or do I care for people that cannot treat others with respect. I surely would not go into a business meeting talking like many people in these spaces. I treat everyone with respect regardless of who you are or what you do. Ill post from time to time for now on. Life is just much simpler that way. My life is far too busy to spend any time on drama and feelings rather than facts"  
[X Link](https://x.com/davevermilion/status/1755073018324308275)  2024-02-07T03:36Z 21.5K followers, 50K engagements


"I prefer to raise people up and surround myself with great people. I dont care if they have a differing view to me it provides a means with which one can be open to things that may see differently. The space I had today was truly one of the best. Ill try to round up much of this group weekly for a [--] minute space. No promises but I had a blast one hour turned into 4+"  
[X Link](https://x.com/davevermilion/status/1768780172973556220)  2024-03-15T23:23Z 21.5K followers, [----] engagements

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