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

David Nicoski CMT posts on X about bullish, $iai, debt, crypto 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 [-------] +362%
- [--] Month [-------] +131%
- [--] Months [---------] +264%
- [--] Year [---------] +49%

### 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 [---] +32%
- [--] 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 [------] +0.74%
- [--] Month [------] +2.60%
- [--] Months [------] +17%
- [--] 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)  29.52% [stocks](/list/stocks)  27.62% [cryptocurrencies](/list/cryptocurrencies)  7.62% [currencies](/list/currencies)  3.81% [countries](/list/countries)  3.81% [technology brands](/list/technology-brands)  1.9% [automotive brands](/list/automotive-brands)  1.9% [luxury brands](/list/luxury-brands)  0.95% [celebrities](/list/celebrities)  0.95% [financial services](/list/financial-services)  0.95%

**Social topic influence**
[bullish](/topic/bullish) #126, [$iai](/topic/$iai) 3.81%, [debt](/topic/debt) 2.86%, [crypto](/topic/crypto) 2.86%, [money](/topic/money) 2.86%, [bitcoin](/topic/bitcoin) 2.86%, [strong](/topic/strong) #2764, [we are](/topic/we-are) 2.86%, [if you](/topic/if-you) 2.86%, [business](/topic/business) 2.86%

**Top accounts mentioned or mentioned by**
[@eladiosantiag14](/creator/undefined) [@qagellc](/creator/undefined) [@10009nyny](/creator/undefined) [@tradingtimes4](/creator/undefined) [@levensondavid](/creator/undefined) [@daviddtawil](/creator/undefined) [@jaguaranalytics](/creator/undefined) [@b2balzer](/creator/undefined) [@andrew87229442](/creator/undefined) [@rickpoyton21500](/creator/undefined) [@frugal_saver](/creator/undefined) [@antithetoscptl](/creator/undefined) [@islandtrades1](/creator/undefined) [@neuron06434080](/creator/undefined) [@anthembcbs](/creator/undefined) [@tommyskeptic](/creator/undefined) [@ducavendish](/creator/undefined) [@jgj31929196](/creator/undefined) [@gnoble79](/creator/undefined) [@macrovickie](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Equinix Inc (EQIX)](/topic/$eqix) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Klarna Group plc (KLAR)](/topic/$klar) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Transocean LTD. (RIG)](/topic/$rig) [Matrix AI Network (MAN)](/topic/$man) [Robert Half International Inc (RHI)](/topic/$rhi) [Erie Indemnity Co. (ERIE)](/topic/$erie) [Eastman Chemical Company (EMN)](/topic/$emn) [Sylvamo Corporation (SLVM)](/topic/$slvm) [Dow Inc (DOW)](/topic/$dow) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [Spectrum Brands Holdings, Inc. (SPB)](/topic/$spb) [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/$sndk) [McDonald's Corp (MCD)](/topic/$mcd) [VALE S.A. (VALE)](/topic/$vale) [Spacemesh (SMH)](/topic/$smh) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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


"What did they know and when did they know it $ERIE UBS Warns of Systemic Risk From Weak US Insurance Regulation UBS Chairman Colm Kellehers comments come as US life insurers have ramped up private debt investments over the past few years allocating close to one-third of their $5.6 trillion in assets to the sector last year https://t.co/ZZNyi08bzv UBS Warns of Systemic Risk From Weak US Insurance Regulation UBS Chairman Colm Kellehers comments come as US life insurers have ramped up private debt investments over the past few years allocating close to one-third of their $5.6 trillion in assets"  
[X Link](https://x.com/davevermilion/status/1985673663958695978)  2025-11-04T11:41Z 21.2K 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


"I got Coal on July 4th. $HCC vs $XLK"  
[X Link](https://x.com/davevermilion/status/2009356089784193273)  2026-01-08T20:06Z 21.2K followers, [----] engagements


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


"Everyone knows I am not a Crypto fan. I took a position. $BITX"  
[X Link](https://x.com/davevermilion/status/2016255059894399324)  2026-01-27T21:00Z 21.2K 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 21.4K 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 21.4K 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


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


"@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


"$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


"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


"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


"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


"$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


"@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


"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


"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


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


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


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


"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


"$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


"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


"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


"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


"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


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


"$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


"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


"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


"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


"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


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


"If you abided by the laws you still lose you now have less competition due to dems policies. We have to question any and all parties at all times. If you dont youre just following dumb policies at that point. DEMOCRATS: Target is closing nine stores in Democrat-run cities including New York City Seattle San Francisco and Portland citing rampant retail theft and organized crime that made them unsafe and unsustainable. https://t.co/IjH2QZonDf DEMOCRATS: Target is closing nine stores in Democrat-run cities including New York City Seattle San Francisco and Portland citing rampant retail theft and"  
[X Link](https://x.com/davevermilion/status/2017989978031047150)  2026-02-01T15:54Z 21.2K followers, [----] engagements


"If your in it for the long -term Im sure youll be fine. Lol 🚨Bitcoin has broken below $80000 for the first time since March [----] with prices briefly touching $76000. Bitcoin prices are down 40% from their [----] peak. Historically Bitcoin has seen much more severe bear markets than that. The largest cryptocurrency did not care https://t.co/Qj404UYcHp 🚨Bitcoin has broken below $80000 for the first time since March [----] with prices briefly touching $76000. Bitcoin prices are down 40% from their [----] peak. Historically Bitcoin has seen much more severe bear markets than that. The largest"  
[X Link](https://x.com/davevermilion/status/2018087683856220442)  2026-02-01T22:22Z 21.2K followers, [----] engagements


"So the people that suggest you shouldnt have to carry an ID are forcing people to show their ID to get down a street And the Minn state govt says and does nothing Submitted from south Minneapolis - Agitators have set up roadblocks and are checking people's ID who try to pass through the area from 32nd to 34th and Cedar Ave. This is absurd. Contact @MayorFrey and @MplsPDChief and tell them to shut this down. https://t.co/nXJugdeMv8 Submitted from south Minneapolis - Agitators have set up roadblocks and are checking people's ID who try to pass through the area from 32nd to 34th and Cedar Ave."  
[X Link](https://x.com/davevermilion/status/2018132780610093343)  2026-02-02T01:22Z 21.1K followers, [----] engagements


"$HOOD-winked $HOOD highlighted this several weeks as breaking the uptrend. This is not my favorite pattern and needs to bounce off the 200-day. Absolute and Relative chart vs the S&P [---] https://t.co/LADfu9KdoC $HOOD highlighted this several weeks as breaking the uptrend. This is not my favorite pattern and needs to bounce off the 200-day. Absolute and Relative chart vs the S&P [---] https://t.co/LADfu9KdoC"  
[X Link](https://x.com/davevermilion/status/2018338845125730746)  2026-02-02T15:00Z 21.2K followers, [----] engagements


"@EladioSantiag14 David was not arguing that bonds are tethered to the [--] year bond. Banks are subject to prepayments by re-financing. See PFSI"  
[X Link](https://x.com/davevermilion/status/2018373366705512810)  2026-02-02T17:18Z 21.2K followers, [---] engagements


"@EladioSantiag14 @levenson_david Yes no issue I see that is overwhelmingly bearish on them. Can point out a few. Lev gives big picture doesn't hit the timing button until he does. Timing is my line of business"  
[X Link](https://x.com/davevermilion/status/2018380411689165077)  2026-02-02T17:46Z 21.2K followers, [---] engagements


"Is there any Sector rotation XLK vs XLP"  
[X Link](https://x.com/davevermilion/status/2018428963471737179)  2026-02-02T20:59Z 21.2K followers, [----] engagements


"@DavidDTawil Yep I was aware of that in my due diligence of studying it last night"  
[X Link](https://x.com/davevermilion/status/2018737567152091349)  2026-02-03T17:25Z 21.2K followers, [---] engagements


"@DavidDTawil As David Levinson also pointed out. @levenson_david Software companies struggles also lead to lower purchases of tech if capital constraints mount"  
[X Link](https://x.com/davevermilion/status/2018738179931598890)  2026-02-03T17:27Z 21.2K followers, [---] engagements


"@levenson_david @DavidDTawil Sorry buddy. Won't happen again"  
[X Link](https://x.com/davevermilion/status/2018740807281283577)  2026-02-03T17:38Z 21.2K followers, [--] engagements


""Its easier to fool people than to convince them that they have been fooled." - Mark Twain"  
[X Link](https://x.com/davevermilion/status/2018761461049516359)  2026-02-03T19:00Z 21.2K followers, [----] engagements


"@JaguarAnalytics I tried a trade for [--] day until the cult read off every reason why it is going to be the future. Damn the future looks bleak to me"  
[X Link](https://x.com/davevermilion/status/2018773004109717536)  2026-02-03T19:46Z 21.2K followers, [---] engagements


"@levenson_david I have been bullish $MAMA for years. Yes it is spaghetti sauce"  
[X Link](https://x.com/davevermilion/status/2018776430574727488)  2026-02-03T19:59Z 21.2K followers, [---] engagements


"@JaguarAnalytics Pawn shops are in there. Have been for quite some time"  
[X Link](https://x.com/davevermilion/status/2018821338895642972)  2026-02-03T22:58Z 21.2K followers, [---] engagements


"@TommySkeptic Ok you stay in NVDA Ill print sitting in metals and oil service companies😂. I just started investing still trying to get the hang of this"  
[X Link](https://x.com/davevermilion/status/2018894164105249245)  2026-02-04T03:47Z 21.2K followers, [--] engagements


"@TommySkeptic "Its easier to fool people than to convince them that they have been fooled." - Mark Twain"  
[X Link](https://x.com/davevermilion/status/2018894867884077554)  2026-02-04T03:50Z 21.2K followers, [--] engagements


"@ducavendish @10009nyny Unless we are entering a global commodity cycle. And IMO we are. The US has a 50% larger debt to GDP ratio"  
[X Link](https://x.com/davevermilion/status/2019129714615742803)  2026-02-04T19:23Z 21.2K followers, [---] engagements


"@WallysPop @JaguarAnalytics XLF remains in an uptrend but may also be a bear flag. So purgatory seems like the right analogy"  
[X Link](https://x.com/davevermilion/status/1903514670524150126)  2025-03-22T18:30Z 21.4K followers, [--] engagements


"Brokers are often a tell for the market. $IAI. Bear flag. Possible to test the 200-day again. Time will tell if it holds"  
[X Link](https://x.com/davevermilion/status/1905635377538379856)  2025-03-28T14:57Z 21.4K followers, [----] engagements


"$EAT earnings. [----] ET - Chili's owner Brinker International said in a 3Q earnings call that it believes it can absorb cost increases as a result of increased tariffs. About 20% of the company's $1 billion in food and beverage purchases come from outside the U.S. with about a third imported from Canada and Mexico where tariffs are reduced. The company said it has the ability to purchase the remaining goods in different countries and currently aims to keep its value deals on its menus to keep increasing customer traffic. (heather.haddon@wsj.com; @heatherhaddon) If you absorb it that means"  
[X Link](https://x.com/davevermilion/status/1917548458623303898)  2025-04-30T11:55Z 21.4K followers, [--] engagements


"@EladioSantiag14 @X My EWZS is up 50% over the S&P [---] since Jan. I hate alpha"  
[X Link](https://x.com/davevermilion/status/1920508151742312495)  2025-05-08T15:56Z 21.3K followers, [---] engagements


"@PracticalHare @EladioSantiag14 @X EWZS has been a rockstar far outperforming EWZ. Issue now is the strong USD taking out resistance"  
[X Link](https://x.com/davevermilion/status/1920537905002422441)  2025-05-08T17:54Z 21.4K followers, [--] engagements


"Imagine a business trading at a PE of 2.9X and is boring as hell $ESEA with a divvy of $2.80 a year. Boring but makes tons of money. Got a few into this below $30 months ago. $ESEA. RS vs S&P [---] they provide Refridgerated shipping via tanker for vegetables. Much like most investors. https://twitter.com/i/web/status/1955760049369854331 https://twitter.com/i/web/status/1955760049369854331"  
[X Link](https://x.com/davevermilion/status/1955760049369854331)  2025-08-13T22:35Z 21.4K followers, [----] engagements


"$IAI - Quite extended from the 200-day. What happened last time Not a prediction similar patterns Keep an eye on this one"  
[X Link](https://x.com/davevermilion/status/1957894283370942904)  2025-08-19T19:55Z 21.4K followers, [----] engagements


"$IAI broker dealer index"  
[X Link](https://x.com/davevermilion/status/1978907479577698590)  2025-10-16T19:34Z 21.4K followers, [----] engagements


"$IAI is either on a foundation or a ledge. 2-3 day break rule in effect"  
[X Link](https://x.com/davevermilion/status/1991205466916180262)  2025-11-19T18:02Z 21.4K followers, [----] engagements


"Sounds like desperation. This is popping up non-stop on my feed. Introducing NVDG the 2x Long NVDA Daily ETF. Our daily leveraged ETFs are offered at 43% lower fees than our competitors.* Investment involves significant risk. Not a direct stock investment. See prospectus for details on our website. *etf.cm as of July [--] [----] Introducing NVDG the 2x Long NVDA Daily ETF. Our daily leveraged ETFs are offered at 43% lower fees than our competitors.* Investment involves significant risk. Not a direct stock investment. See prospectus for details on our website. *etf.cm as of July [--] 2025"  
[X Link](https://x.com/davevermilion/status/1991664213618503790)  2025-11-21T00:25Z 21.3K followers, [---] engagements


"Been bullish offshore drilling names well over [--] months. $VAL vs S&P [---] $RIG vs S&P [---] and $NE vs S&P 500"  
[X Link](https://x.com/davevermilion/status/1996264909076865288)  2025-12-03T17:06Z 21.4K followers, [----] engagements


"$XLB vs $XLF and $XLE vs $XLF. Hard assets or Financial assets We caught it. This is to help your overall view"  
[X Link](https://x.com/davevermilion/status/2016215004471558236)  2026-01-27T18:21Z 21.3K followers, [----] engagements


"My guess is paper and cardboard companies will do quite well BREAKING 🚨: Lumber Timberrrrrrrrrrrrrr 📉📉📉 https://t.co/PzzpAPEH1N BREAKING 🚨: Lumber Timberrrrrrrrrrrrrr 📉📉📉 https://t.co/PzzpAPEH1N"  
[X Link](https://x.com/davevermilion/status/1955770960012866007)  2025-08-13T23:18Z 21.4K followers, [----] engagements


"Seriously $EWW Mexico is up 3.63% today and up over 35% over the S&P [---] the last year. Who knew MEXX now up over 10% today and up 178% over the S&P [---] in the last [--] weeks"  
[X Link](https://x.com/davevermilion/status/2018777986561167547)  2026-02-03T20:05Z 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


"My friend here is a must follow. Young but honestly is on top of his game. $wcc If you are curious what an A+ setup looks like here is one for you Pay attention or pay a premium https://t.co/aM53nTLFI8 $wcc If you are curious what an A+ setup looks like here is one for you Pay attention or pay a premium https://t.co/aM53nTLFI8"  
[X Link](https://x.com/davevermilion/status/1988443580143157654)  2025-11-12T03:07Z 21.5K followers, 23K engagements


"@10009nyny @AntithetosCptl need to add ARCC OBDC BXSL MAIN FSK GBDC HTGC TSLX MSDL and CSWC"  
[X Link](https://x.com/davevermilion/status/2018664196263817281)  2026-02-03T12:33Z 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

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