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# ![@investigato89 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4154662427.png) @investigato89 Intelligent Investor

Intelligent Investor posts on X about sentiment, momentum, inflation, china the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::4154662427/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4154662427/c:line/m:interactions.svg)

- X Week XXXXXXX +53%
- X Month XXXXXXX +6,067%
- X Months XXXXXXX -XX%
- X Year XXXXXXX +277%

### Mentions: XX [#](/creator/twitter::4154662427/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4154662427/c:line/m:posts_active.svg)

- X Week XXX +31%
- X Month XXX +841%
- X Months XXX -XX%
- X Year XXX +177%

### Followers: XXXXX [#](/creator/twitter::4154662427/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4154662427/c:line/m:followers.svg)

- X Week XXXXX +10%
- X Month XXXXX +36%
- X Months XXXXX +40%
- X Year XXXXX +117%

### CreatorRank: XXXXXXX [#](/creator/twitter::4154662427/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4154662427/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::4154662427/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[sentiment](/topic/sentiment) #81, [momentum](/topic/momentum) #643, [inflation](/topic/inflation) #1988, [china](/topic/china) #3605, [fed](/topic/fed) #1513, [money](/topic/money) 2.27%, [rates](/topic/rates) 1.7%, [$fi](/topic/$fi) #54, [$spy](/topic/$spy) #1164, [fintech](/topic/fintech) #552

**Top accounts mentioned or mentioned by**
[@unusualwhales](/creator/undefined) [@kobeissiletter](/creator/undefined) [@wolffinancial](/creator/undefined) [@watcherguru](/creator/undefined) [@stockmktnewz](/creator/undefined) [@cointelegraph](/creator/undefined) [@jessecoheninv](/creator/undefined) [@wallstengine](/creator/undefined) [@ecommerceshares](/creator/undefined) [@investingvisual](/creator/undefined) [@whaleinsider](/creator/undefined) [@barchart](/creator/undefined) [@deepicevalue](/creator/undefined) [@dividendgrowth](/creator/undefined) [@grok](/creator/undefined) [@nat_hardo](/creator/undefined) [@michaelmottcm](/creator/undefined) [@mayhem4markets](/creator/undefined) [@ayeshatariq](/creator/undefined) [@traderadetweets](/creator/undefined)

**Top assets mentioned**
[Fiserv, Inc. (FI)](/topic/$fi) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Bitcoin (BTC)](/topic/bitcoin) [Tesla, Inc. (TSLA)](/topic/tesla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Netflix Inc (NFLX)](/topic/$nflx) [BlackRock Inc (BLK)](/topic/blackrock) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Copart, Inc. (CPRT)](/topic/$cprt) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [Walrus (WAL)](/topic/$wal) [Verizon Communications Inc. (VZ)](/topic/$vz) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Advanced Micro Devices (AMD)](/topic/$amd) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Apple, Inc. (AAPL)](/topic/$aapl) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Metadium (META)](/topic/$meta) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Eli Lilly and Company (LLY)](/topic/$lly) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Coca-Cola Co (KO)](/topic/$ko)
### Top Social Posts [#](/creator/twitter::4154662427/posts)
---
Top posts by engagements in the last XX hours

"@MichaelMOTTCM Private equity quietly outperforming public markets over the long run no daily ticker no retail FOMO just compounding in the dark. $KKR showing why patience still pays"  
[X Link](https://x.com/investigato89/status/1976236121144324362) [@investigato89](/creator/x/investigato89) 2025-10-09T10:39Z 2035 followers, XXX engagements


"Copart $CPRT doesnt get talked about enough. A quiet compounder turning totaled cars into a $42B powerhouse. No flashy story no hype cycles just 16%+ annual growth for nearly two decades. ⚙ Zero debt pressure 📈 Consistent earnings expansion 🚗 Monopoly-like grip on salvage auctions 💵 Trading at 27x earnings not cheap but quality rarely is If you believe in the long game of infrastructure + data-driven logistics $CPRT might still be early. Whats your take is Copart one of the most underappreciated compounders out there $SPY $QQQ"  
[X Link](https://x.com/investigato89/status/1977663600719478856) [@investigato89](/creator/x/investigato89) 2025-10-13T09:12Z 2035 followers, 1615 engagements


"$CMCSA Comcast EPS growth: 20%. P/E: under 7x. A strong operator trading like its in decline. Cables not sexy but free cash flow doesnt care about trends"  
[X Link](https://x.com/investigato89/status/1979797619691209149) [@investigato89](/creator/x/investigato89) 2025-10-19T06:31Z 2036 followers, XXX engagements


"This is a serious warning sign when a central banker like Andrew Bailey compares US private credit to subprime 2008 its not hyperbole. The private credit market has ballooned to $1.7T largely outside traditional bank regulation with questionable underwriting and leveraged structures. If even a few major defaults expose weak links contagion risk could spread fast through pensions insurers and CLOs. How much of it is already embedded in portfolios"  
[X Link](https://x.com/investigato89/status/1980962116296114283) [@investigato89](/creator/x/investigato89) 2025-10-22T11:39Z 2036 followers, 5391 engagements


"Microns potential delay in HBM4 highlights how execution risk can quickly shift competitive dynamics in semiconductors. Even a XX month lag in ramping advanced memory can hand market share to Samsung and SK Hynix both already scaling aggressively for AI demand. The takeaway: in memory cycles tied to AI infrastructure timing and yield often matter more than technology claims"  
[X Link](https://x.com/investigato89/status/1981309038529790427) [@investigato89](/creator/x/investigato89) 2025-10-23T10:37Z 2036 followers, XXX engagements


"Interesting timing. SFs recovery (or lack of it) has big implications beyond politics real estate values local tax receipts and even tech hiring trends all hinge on how the city handles crime and quality-of-life issues. If Mayor Lurie can genuinely turn it around it could mark a turning point for investor sentiment toward urban California. But if not expect capital and talent to keep flowing elsewhere. Can policy shifts move faster than capital flight"  
[X Link](https://x.com/investigato89/status/1981412509635793134) [@investigato89](/creator/x/investigato89) 2025-10-23T17:28Z 2036 followers, XXX engagements


"Classic $TSLA price action violent flush instant reversal and a full gap fill before anyone can blink. This kind of move says a lot about positioning: shorts pressing too hard into earnings meets dip buyers with conviction. Liquidity vacuum does the rest. If it holds above the gap could be setting up for a sentiment shift but Tesla rallies rarely move in straight lines"  
[X Link](https://x.com/investigato89/status/1981412865887109369) [@investigato89](/creator/x/investigato89) 2025-10-23T17:30Z 2036 followers, XXX engagements


"@Mayhem4Markets @AyeshaTariq @TraderadeTweets With the Fed flying half-blind after the shutdown tomorrows CPI isnt just another print its the datapoint steering policy. One number could swing rate expectations bond yields and risk sentiment all at once. High-stakes macro day ahead"  
[X Link](https://x.com/investigato89/status/1981422265225892325) [@investigato89](/creator/x/investigato89) 2025-10-23T18:07Z 2036 followers, XX engagements


"1/ Few investors know Cadeler $CDLR but its quietly becoming the backbone of offshore wind. This heavy-lift fleet installs the worlds largest turbines. 🌊⚡"  
[X Link](https://x.com/investigato89/status/1969377562351542377) [@investigato89](/creator/x/investigato89) 2025-09-20T12:26Z 1998 followers, 1510 engagements


"Clearwater Analytics $CWAN a quiet SaaS compounder. 📊 $475M ARR XX% retention 80%+ win rates. 🏦 Core in insurance expanding to asset managers & hedge funds. 📈 Low-20% growth XX% incremental margins XX% EBITDA CAGR. 💡 Sticky mission-critical software = potential 20%+ IRR through 2020s. Great compounders often hide in plain sight. #SaaS #Investing #Compounders"  
[X Link](https://x.com/investigato89/status/1973047937769918561) [@investigato89](/creator/x/investigato89) 2025-09-30T15:31Z 2006 followers, 1725 engagements


"📈 Fiserv $FI the quiet compounder in fintech. XX years of consistent earnings growth XX% CAGR and trading at just 13x earnings today. No hype no dividends just steady execution in payment processing. Feels like one of those names you only notice after its doubled again. $SPY $QQQ"  
[X Link](https://x.com/investigato89/status/1975052642737873292) [@investigato89](/creator/x/investigato89) 2025-10-06T04:16Z 1986 followers, 4541 engagements


"@KobeissiLetter Golds surge says a lot about where confidence is shifting from growth to preservation. When an unyielding asset like gold outpaces equities by this much its less about fear and more about a global hedge against policy risk debt and currency dilution"  
[X Link](https://x.com/investigato89/status/1978859932473499960) [@investigato89](/creator/x/investigato89) 2025-10-16T16:25Z 1999 followers, 3047 engagements


"Moody's data underscores genuine stability in both leveraged loans and high-yield bonds - the downward trend through 2025 is particularly encouraging. The isolated 'credit cockroach' cases like $ZION and $WAL don't warrant systemic panic. If anything the market's ability to contain these to specific cases while overall default rates ease is actually an encouraging signal for broader credit market health"  
[X Link](https://x.com/investigato89/status/1979121544992330134) [@investigato89](/creator/x/investigato89) 2025-10-17T09:45Z 2027 followers, XXX engagements


"Fiserv $FI keeps sliding down another XXX% today. Hard to ignore a business growing earnings XX% a year trading at just 12x blended P/E. But the market doesnt seem to care right now. Fintech fatigue Or quiet opportunity hiding in plain sight #Investing #Stocks #Fintech #Earnings #ValueInvesting #StockMarket #Finance"  
[X Link](https://x.com/investigato89/status/1979154172550185001) [@investigato89](/creator/x/investigato89) 2025-10-17T11:55Z 2028 followers, XXX engagements


"@Cointelegraph Short squeezes like this are why you never bet the farm on leverage. The market is ruthless those $224M liquidations could just be the fuel for the next bullish run. Stay nimble"  
[X Link](https://x.com/investigato89/status/1979491001950490729) [@investigato89](/creator/x/investigato89) 2025-10-18T10:13Z 1988 followers, XXX engagements


"Persistent inflation soaring policy rates and years of unconventional monetary policies have clearly taken a toll on the Turkish Lira. Meaningful recovery will depend on genuine reforms and strong economic management short-term interventions simply delay the inevitable. Its a reminder that fundamental stability matters just as much as headlines"  
[X Link](https://x.com/investigato89/status/1979571331487125848) [@investigato89](/creator/x/investigato89) 2025-10-18T15:32Z 1983 followers, 23K engagements


"$VZ Verizon EPS growth: just 3%. Dividend yield: 6.8%. Classic income play not a growth story. At 8x earnings its priced like its standing still because it mostly is. But for dividend investors stability is the appeal"  
[X Link](https://x.com/investigato89/status/1979797615408767348) [@investigato89](/creator/x/investigato89) 2025-10-19T06:31Z 2028 followers, XXX engagements


"$CRM Salesforce EPS growth: 34%. P/E: 22x. From hyper-growth to disciplined profitability. Wall Street finally trusts it and that shift might be just starting to show up in valuation"  
[X Link](https://x.com/investigato89/status/1979797624028094820) [@investigato89](/creator/x/investigato89) 2025-10-19T06:31Z 2004 followers, XXX engagements


"Fascinating timing for the CPI release especially during a shutdown and so close to the Fed meeting. With the Labor Department pausing other reports and speculation about a 'bullish' CPI itll be interesting to see not only market moves but also how the Fed interprets this data for its rate decisions. What do others think about the potential impact on policy and sentiment this week"  
[X Link](https://x.com/investigato89/status/1979952386660786492) [@investigato89](/creator/x/investigato89) 2025-10-19T16:46Z 2011 followers, 1091 engagements


"Still one of the most surreal days in market history a XX% drop in a single session with no internet no algos just panic and phones melting down. Black Monday was chaos but it forced Wall Street to modernize risk controls. Every circuit breaker trip since is basically a reminder of that lesson"  
[X Link](https://x.com/investigato89/status/1979970488492548242) [@investigato89](/creator/x/investigato89) 2025-10-19T17:58Z 2014 followers, 16.9K engagements


"Solid take. The market keeps treating $AMD like its just catching up but if AI infrastructure really scales to $4T the pie is expanding faster than $NVDA alone can serve. The real unlock could be diversification $AMD chips in hyperscale edge and custom AI hardware. If execution stays tight the multiple expansion could be just as powerful as the revenue growth"  
[X Link](https://x.com/investigato89/status/1980166276082282859) [@investigato89](/creator/x/investigato89) 2025-10-20T06:56Z 1986 followers, XXX engagements


"SoftBank is basically the original meme stock wild vision high leverage and a storyline thats always just crazy enough to work. Underneath the chaos they still own stakes in some of the most important AI infrastructure plays on earth. Sometimes the memes are hiding real optionality"  
[X Link](https://x.com/investigato89/status/1980166588843340216) [@investigato89](/creator/x/investigato89) 2025-10-20T06:57Z 2016 followers, XXX engagements


"Geopolitics and energy markets remain deeply intertwined this kind of back-and-forth shows how oil isnt just a commodity its leverage. If tariffs enter the mix thats not just trade noise it could reshape energy flows FX dynamics and even inflation expectations. Markets may start pricing that in faster than politicians can negotiate it"  
[X Link](https://x.com/investigato89/status/1980185373784293415) [@investigato89](/creator/x/investigato89) 2025-10-20T08:12Z 1995 followers, 9684 engagements


"$CAVA feels like one of those stories where execution narrative. The long-term math looks great strong unit growth solid margins and a scalable model but the short-term comps will test whether its a true category leader or just another concept stock. If they can keep traffic up post-expansion without heavy discounting thats when multiple expansion really kicks in"  
[X Link](https://x.com/investigato89/status/1980185740064571841) [@investigato89](/creator/x/investigato89) 2025-10-20T08:14Z 1984 followers, XX engagements


"Cramers not wrong about the capex reality nuclear especially SMRs is a financing marathon not a sprint. But thats also what makes it interesting: if capital markets finally warm to long-duration energy bets early volatility might be the price of future dominance. The question isnt if offerings come its who gets in before institutional money decides nuclear is ESG again"  
[X Link](https://x.com/investigato89/status/1980215310146765105) [@investigato89](/creator/x/investigato89) 2025-10-20T10:11Z 2000 followers, 3284 engagements


"This could reshape global energy flows again. Indias been one of the biggest buyers of discounted Russian crude since 2022 a tariff threat like this forces them to choose between cheap oil and trade access to the U.S. Does this push India closer to Russia or make them diversify faster into domestic refining and renewables"  
[X Link](https://x.com/investigato89/status/1980218872385925250) [@investigato89](/creator/x/investigato89) 2025-10-20T10:25Z 1989 followers, XXX engagements


"SpaceXs dominance shows how much the U.S. has outsourced innovation to the private sector. Whats wild is that $GOOGLs stake gives it indirect leverage over not just rockets but Starlink Starshield and the entire low-orbit data economy. The real play might not be space but the data pipelines and infrastructure that space is starting to power"  
[X Link](https://x.com/investigato89/status/1980237821408350581) [@investigato89](/creator/x/investigato89) 2025-10-20T11:41Z 1985 followers, XXX engagements


"Apple still knows how to tune pricing and positioning perfectly across markets. Whats interesting is the mix shift base models surging in China while U.S. demand leans premium. That balance keeps margins healthy and signals Apples strategy: volume where growth is pricing power where loyalty runs deep"  
[X Link](https://x.com/investigato89/status/1980238675754516500) [@investigato89](/creator/x/investigato89) 2025-10-20T11:44Z 1985 followers, XXX engagements


"I would own $NFLX shares always over $TSLA"  
[X Link](https://x.com/investigato89/status/1980239166039285897) [@investigato89](/creator/x/investigato89) 2025-10-20T11:46Z 1989 followers, XXX engagements


"Huge milestone for $AAPL retaking the #2 spot with a nearly XXX% surge shows strong momentum. That $4.00T valuation vs $MSFT's $3.85T isn't just about today's performance; it reflects renewed confidence in Apple's product cycle and services growth. The real question: what keeps $AAPL ahead this time Is it the AI integration across devices the India manufacturing expansion or the installed base monetization Or does $MSFT's Azure + OpenAI dominance eventually pull them back on top With $NVDA still commanding #1 at $4.49T the top X race is tighter than ever. Thoughts on what drives the next flip"  
[X Link](https://x.com/investigato89/status/1980298237471826012) [@investigato89](/creator/x/investigato89) 2025-10-20T15:41Z 1992 followers, XXX engagements


"This explains a lot of the choppy price action lately when dealers are short gamma the market tends to exaggerate moves both ways. Its a feedback loop: rallies get fuel from dealer buying selloffs deepen as they hedge short. Until that positioning flips volatility probably stays sticky"  
[X Link](https://x.com/investigato89/status/1980354564046864636) [@investigato89](/creator/x/investigato89) 2025-10-20T19:24Z 1999 followers, XXX engagements


"Markets are clearly leaning hard toward the something breaks scenario rate cut bets dont spike like this in calm conditions. Either traders are front-running a pivot that hasnt been signaled yet or the bond markets picking up stress the Fed hasnt acknowledged publicly. Both would explain golds behavior lately"  
[X Link](https://x.com/investigato89/status/1980379942396272760) [@investigato89](/creator/x/investigato89) 2025-10-20T21:05Z 1996 followers, XXX engagements


"Markets are clearly leaning hard toward the something breaks scenario rate cut bets dont spike like this in calm conditions. Either traders are front-running a pivot that hasnt been signaled yet or the bond markets picking up stress the Fed hasnt acknowledged publicly. Both would explain golds behavior lately"  
[X Link](https://x.com/investigato89/status/1980379944258506955) [@investigato89](/creator/x/investigato89) 2025-10-20T21:05Z 1997 followers, XXX engagements


"@unusual_whales If crypto firms are revisiting SPAC routes it says a lot about how risk appetites creeping back. SPACs were peak 2021 energy seeing them resurface could mean capital markets are thawing or that speculative confidence is running a little too hot again"  
[X Link](https://x.com/investigato89/status/1980380072344429028) [@investigato89](/creator/x/investigato89) 2025-10-20T21:06Z 1997 followers, XXX engagements


"@Barchart A brutal reminder of what unchecked inflation and fiscal decay can do over time. XXXX% down isnt just a currency collapse its the slow erosion of trust in policy and money itself. Every chart like this reinforces why hard assets and sound monetary frameworks matter"  
[X Link](https://x.com/investigato89/status/1980380306143367396) [@investigato89](/creator/x/investigato89) 2025-10-20T21:07Z 2016 followers, 7581 engagements


"Great setup $SPY $QQQ"  
[X Link](https://x.com/investigato89/status/1980417097906942370) [@investigato89](/creator/x/investigato89) 2025-10-20T23:33Z 2006 followers, XXX engagements


"Its fascinating how citizenship has quietly become an asset class. For investors a second passport isnt just about travel its geopolitical diversification. In a world of rising capital controls and shifting tax regimes mobility and optionality might be the most underrated forms of wealth protection"  
[X Link](https://x.com/investigato89/status/1980476740238483642) [@investigato89](/creator/x/investigato89) 2025-10-21T03:30Z 2006 followers, XXX engagements


"Interesting dynamic CoreWeaves framing this as optional but that might be leverage talk. $CORZs infrastructure could meaningfully expand their AI compute footprint especially as GPU demand outpaces supply. If shareholders reject the deal itll test whether CoreWeave can scale organically fast enough to keep up with the hyperscalers"  
[X Link](https://x.com/investigato89/status/1980566346489303125) [@investigato89](/creator/x/investigato89) 2025-10-21T09:26Z 2006 followers, 1999 engagements


"Interesting move golds been riding high on inflation fears and geopolitical hedging so a flush like this could just be the market shaking out late momentum buyers. If real yields keep firming and rate-cut bets get pushed out its hard for gold to hold those record levels. But structurally the long-term bull case (central bank demand + fiscal imbalances) hasnt changed much. Could be a healthy reset rather than a trend reversal"  
[X Link](https://x.com/investigato89/status/1980658208734593100) [@investigato89](/creator/x/investigato89) 2025-10-21T15:31Z 2028 followers, 9331 engagements


"Fascinating mix heavy concentration in tech and biotech tells you where speculative sentiment is clustering right now. $META and $ARM make sense with AI momentum still driving flows but seeing $ILMN $LLY and $ARGX up there hints at traders rotating toward growth names with real innovation narratives. Wouldnt be surprised if this options optimism front-runs Q4 earnings expectations more than macro conviction"  
[X Link](https://x.com/investigato89/status/1980675778699268216) [@investigato89](/creator/x/investigato89) 2025-10-21T16:41Z 2023 followers, XXX engagements


"@wallstengine This could be a game changer. Prediction markets have always struggled with scale and legitimacy DraftKings brings both. If they execute $DKNG could blur the line between betting trading and forecasting basically turning market sentiment itself into a product"  
[X Link](https://x.com/investigato89/status/1980732074114900039) [@investigato89](/creator/x/investigato89) 2025-10-21T20:25Z 2028 followers, XXX engagements


"@StockMKTNewz @fiscal_ai Nearly XX% revenue growth in five years for a mature brand is impressive especially in a category thats supposedly saturated. $KO has quietly mastered pricing power and product mix. When your brand can outpace inflation and keep volumes steady thats real moat energy"  
[X Link](https://x.com/investigato89/status/1980733694567395445) [@investigato89](/creator/x/investigato89) 2025-10-21T20:31Z 2028 followers, XXX engagements


"This visit could mark a turning point in U.S.Japan relations. With Japan under its first female prime minister and facing growing regional tensions a renewed dialogue with Washington could reshape defense cooperation and trade priorities in Asia. The personal chemistry between Trump and Takaichi will be crucial geopolitics often moves on relationships as much as on policy"  
[X Link](https://x.com/investigato89/status/1980922124811321752) [@investigato89](/creator/x/investigato89) 2025-10-22T09:00Z 2006 followers, XXX engagements


"@DeepIceValue I agree both are trading at the higher end of their ranges"  
[X Link](https://x.com/investigato89/status/1980930701404090428) [@investigato89](/creator/x/investigato89) 2025-10-22T09:34Z 2006 followers, XX engagements


"Thats a sharp observation. Atlas could redefine how we interact with the web but not necessarily who profits from it. The rails analogy is spot on OpenAI might control the user interface layer yet Googles Chromium engine and ad infrastructure still underpin most of the web. The real disruption will come only if OpenAI (or others) can replace that backend dependency otherwise were just changing the skin not the skeleton"  
[X Link](https://x.com/investigato89/status/1980931027313795232) [@investigato89](/creator/x/investigato89) 2025-10-22T09:35Z 2014 followers, XXX engagements


"@WatcherGuru Sell your house and buy $BTC then"  
[X Link](https://x.com/investigato89/status/1980933746363953523) [@investigato89](/creator/x/investigato89) 2025-10-22T09:46Z 1996 followers, XX engagements


"Its an interesting thought if AI agents start transacting autonomously theyll need a neutral borderless settlement layer. Bitcoin fits that narrative perfectly: trustless programmable and independent of any state or company. Might sound sci-fi today but so did digital money XX years ago"  
[X Link](https://x.com/investigato89/status/1981025256459653389) [@investigato89](/creator/x/investigato89) 2025-10-22T15:50Z 2019 followers, XXX engagements


"This could be a major inflection point for global tech supply chains. If the U.S. starts limiting software exports its not just China that feels it it disrupts every company relying on cross-border development and integration. Short term: uncertainty and potential sell pressure on multinationals with China exposure. Long term: faster decoupling more domestic software ecosystems and maybe the rise of a parallel non-US tech stack"  
[X Link](https://x.com/investigato89/status/1981039460394688568) [@investigato89](/creator/x/investigato89) 2025-10-22T16:46Z 2028 followers, 1990 engagements


"Volvos Q3 numbers highlight a deeper issue not just cyclical weakness but structural fragility in capital efficiency. A negative $1.09B YTD free cash flow on a $7B market cap means the company is effectively burning XX% of its equity value in cash in just nine months. Despite solid brand equity the business model seems caught between high EV transition costs and compressed margins from traditional ICE vehicles. Unless management finds a sustainable way to convert revenues into cash this looks more like a value trap than a turnaround story"  
[X Link](https://x.com/investigato89/status/1981253006868816197) [@investigato89](/creator/x/investigato89) 2025-10-23T06:55Z 2023 followers, XX engagements


"$VTRS trade idea: Price is breaking out of a tightening wedge after multiple rejections showing early signs of momentum. Volume picking up RSI turning higher. Stop loss below the wedge at $XXXX. Healthcare sector also showing strength on charts adds tailwind to the setup. $XLV #Stocks #Trading #TechnicalAnalysis #Investing"  
[X Link](https://x.com/investigato89/status/1980568795388215330) [@investigato89](/creator/x/investigato89) 2025-10-21T09:36Z 2029 followers, XXX engagements


"This old chart nailed something timeless 👇 Markets move in cycles: optimism panic recovery repeat. Whats wild is how close these periods line up with reality: 1929 2000 2008 2020 all fit the rhythm. We might be in another C phase right now the grindy unsexy part of the cycle when the real money is quietly being made. 📉 Hard times = accumulation. 📈 Good times = distribution. #Investing #Markets #WealthBuilding #LongTermThinking #Macro #Finance #ValueInvesting #InvestorMindset"  
[X Link](https://x.com/investigato89/status/1978896321936584798) [@investigato89](/creator/x/investigato89) 2025-10-16T18:50Z 2028 followers, XXX engagements


"The VDax spike reflects legitimate contagion concerns - European banks remain exposed to US regional bank stress through interbank lending markets and credit derivatives. The 2023 SVB crisis showed how quickly liquidity pressures can cross borders. Key risks: 1) Unrealized losses on bond portfolios as rates stay elevated 2) Potential deposit flight if confidence wavers 3) Tightening credit conditions impacting EU growth already facing headwinds. ECB may face difficult tradeoff between financial stability and inflation mandate"  
[X Link](https://x.com/investigato89/status/1979121039209574666) [@investigato89](/creator/x/investigato89) 2025-10-17T09:43Z 2029 followers, XXX engagements


"The power of earnings over time. X companies X stories. All shaped by one thing: compounding EPS growth. Lets look at how fundamentals tell the real story"  
[X Link](https://x.com/investigato89/status/1979797602033156529) [@investigato89](/creator/x/investigato89) 2025-10-19T06:31Z 2030 followers, XXX engagements


"$FI Fiserv EPS growth: XX% per year. P/E: 12x. A fintech quietly compounding while the market chases flashier names. Earnings keep rising. Price hasnt caught up yet. Patience might pay here"  
[X Link](https://x.com/investigato89/status/1979797607506694212) [@investigato89](/creator/x/investigato89) 2025-10-19T06:31Z 2028 followers, XXX engagements


"Thats a pretty diverse list tech strength is expected but seeing names like $AXP $RL and $CLF in there hints at something broader. When cyclicals and consumer names join the breakout club it usually means momentum is spreading but it also raises the question: how much good news is already priced in"  
[X Link](https://x.com/investigato89/status/1980354720137953589) [@investigato89](/creator/x/investigato89) 2025-10-20T19:25Z 2028 followers, XXX engagements


"@Barchart Big European banks cracking while gold rips higher isnt exactly a coincidence. When credit confidence wobbles liquidity tends to migrate toward safety fast and todays move in $BNPQY might be an early signal that stress is creeping back into the system"  
[X Link](https://x.com/investigato89/status/1980368829227421990) [@investigato89](/creator/x/investigato89) 2025-10-20T20:21Z 2028 followers, 1273 engagements


"Hard to argue with the results $MSFT has become the face of the AI boom under Nadella. Still $96M highlights how executive pay is increasingly tied to tech narrative momentum. When XX% is in stock leadership incentives are now perfectly aligned with keeping the AI story alive and that cuts both ways"  
[X Link](https://x.com/investigato89/status/1980753133790720179) [@investigato89](/creator/x/investigato89) 2025-10-21T21:48Z 2029 followers, 1276 engagements


"@EconomyApp Its less about chasing new formats and more about controlling time spent. The YouTube comparison is spot on: $NFLX isnt just competing for subscriptions anymore its competing for attention minutes"  
[X Link](https://x.com/investigato89/status/1980775194420707712) [@investigato89](/creator/x/investigato89) 2025-10-21T23:16Z 2028 followers, XXX engagements


"@DarioCpx SoftBank trading like a leveraged meme ETF at this point sentiment and positioning seem to be driving more than fundamentals. When price action becomes the narrative liquidity dries up fast once the music stops"  
[X Link](https://x.com/investigato89/status/1980803298165944742) [@investigato89](/creator/x/investigato89) 2025-10-22T01:08Z 2028 followers, 1829 engagements


"@WhaleInsider Institutional flows quietly tell the real story while retail debates narratives allocators are averaging in. $200M isnt huge for BlackRock but it signals confidence that BTC is becoming a strategic asset not a speculative one"  
[X Link](https://x.com/investigato89/status/1980835132320932052) [@investigato89](/creator/x/investigato89) 2025-10-22T03:14Z 2028 followers, XXX engagements


"It's important to recognize that market behavior can often hinge on both technical signals and broader macroeconomic factors. While there's a clear bullish pattern forming it will be crucial to watch the upcoming earnings reports and any shifts in global sentiment that could either reinforce or disrupt the current momentum. The potential for both upside and downside seems to be baked into this market so staying flexible and prepared for either outcome is key. Taco trader never sleeps"  
[X Link](https://x.com/investigato89/status/1981076704425627782) [@investigato89](/creator/x/investigato89) 2025-10-22T19:14Z 2028 followers, XXX engagements


"Wild how quickly sentiment can flip in these frontier tech names. Quantum computing is still years from real commercialization but markets are clearly treating it like the next AI trade pure narrative momentum right now. Are we witnessing the early stages of a long-term capital cycle or just another speculative echo of the AI hype wave"  
[X Link](https://x.com/investigato89/status/1981209430386495723) [@investigato89](/creator/x/investigato89) 2025-10-23T04:01Z 2030 followers, 1650 engagements


"BlackRock client flow into ETH is more than just a headline its a signal of institutional comfort with the asset class beyond Bitcoin. Whats interesting isnt the $111M itself but the narrative shift: ETH is starting to be viewed less as a tech bet and more as digital infrastructure. The next catalyst will be when these allocations move from tactical to strategic"  
[X Link](https://x.com/investigato89/status/1981222201354297762) [@investigato89](/creator/x/investigato89) 2025-10-23T04:52Z 2028 followers, XXX engagements


"its worth noting that a Letter of Intent is just an expression of future intent not a binding purchase. Still the symbolism matters: Swedens Gripen jets represent a strategic shift toward deeper Nordic-Ukrainian defense cooperation. The next decade will likely see more such long-horizon defense alignments as Europe rebuilds its deterrence capacity and domestic arms industries"  
[X Link](https://x.com/investigato89/status/1981252524452597915) [@investigato89](/creator/x/investigato89) 2025-10-23T06:53Z 2033 followers, XXX engagements


"Goldmans push into talent management underscores how finance is blending deeper with entertainment and sports. Its not just diversification its access to IP branding rights and data on consumer engagement. As private equity and banks chase attention assets the line between Wall Street and Hollywood keeps fading and that might be the next frontier for monetizing influence itself"  
[X Link](https://x.com/investigato89/status/1981435162966495434) [@investigato89](/creator/x/investigato89) 2025-10-23T18:58Z 2033 followers, XX engagements


"@zerohedge Makes sense $AMZNs been banking on Anthropic to showcase Trainium and Bedrock scale. If $GOOGL locks in a multi-billion cloud deal its not just lost revenue for AWS its lost momentum in the AI arms race. The cloud wars are quickly becoming AI partnership wars"  
[X Link](https://x.com/investigato89/status/1980774839506837796) [@investigato89](/creator/x/investigato89) 2025-10-21T23:14Z 2033 followers, 1499 engagements


"@disclosetv This shows how fragile the global supply chain still is one bottleneck in China and Europes biggest automaker hits pause. Its not just a VW problem its a reminder that deglobalization isnt just politics its an economic risk premium every manufacturer now has to price in"  
[X Link](https://x.com/investigato89/status/1981013935521427963) [@investigato89](/creator/x/investigato89) 2025-10-22T15:05Z 2036 followers, 7094 engagements


"That confluence of the 200-day moving average and the rising trendline is where technicals meet psychology its where conviction is tested. Historically $HIMS tends to bounce when sentiment washes out at these levels but each retest weakens support unless volume confirms accumulation. If bulls can defend this zone again it could mark another strong leg up if not it turns from support into a magnet for stops"  
[X Link](https://x.com/investigato89/status/1981434881742684316) [@investigato89](/creator/x/investigato89) 2025-10-23T18:57Z 2036 followers, 1317 engagements


"@unusual_whales Of course they do because every tech headline in 2025 needs a dash of AI + autonomous + partnership. Next up: Nvidia teams up with your coffee maker. #NVDA #Innovation"  
[X Link](https://x.com/investigato89/status/1981439673026195788) [@investigato89](/creator/x/investigato89) 2025-10-23T19:16Z 2036 followers, XXX engagements


"Wow this is quite a shock 😮 Has this been confirmed by official White House sources yet Ending ALL trade negotiations over TV ads seems like an extremely abrupt move. These kinds of sudden policy shifts can send serious ripples through markets especially considering how intertwined US-Canada trade relationships are. What are your thoughts on how this might impact cross-border supply chains and the broader economic relationship This could get messy fast"  
[X Link](https://x.com/investigato89/status/1981585088941838465) [@investigato89](/creator/x/investigato89) 2025-10-24T04:54Z 2036 followers, 3106 engagements


"FactSet $FDS quietly looks like one of the cleaner compounders out there. 📈 19-year EPS growth: +12.4% CAGR 💰 EPS yield: XXX% 📊 Blended P/E: 16.6x (below its long-term norm of 26x) 💵 Dividend yield: XXXX% Not flashy but the chart shows a consistent earnings climb while price has cooled off. If quality + steady growth ever go on sale this is what it looks like. $SPY $QQQ"  
[X Link](https://x.com/investigato89/status/1976935301953339764) [@investigato89](/creator/x/investigato89) 2025-10-11T08:58Z 2035 followers, XXX engagements


"Thats a major signal Google doubling down on Anthropic could reshape AI cloud economics fast. If the deal lands it cements $GOOGL as Anthropics core infrastructure partner sidelines $AMZNs Trainium ambitions and gives $AVGO another multi-billion-dollar AI tailwind. Quietly chip suppliers might end up the biggest winners of all"  
[X Link](https://x.com/investigato89/status/1980754477121520035) [@investigato89](/creator/x/investigato89) 2025-10-21T21:54Z 2036 followers, 1553 engagements


"If that happens itd mark a major shift tariffs moving from a trade tool to a fiscal redistribution mechanism. In practice though tariffs are just a hidden tax on imports. Recycling that revenue back to consumers might soften the optics but it doesnt erase the inflationary bite that hits before any rebate lands"  
[X Link](https://x.com/investigato89/status/1980781722401644816) [@investigato89](/creator/x/investigato89) 2025-10-21T23:42Z 2036 followers, 5948 engagements


"Austin is becoming a case study in how supply actually can cool housing costs if zoning and construction allow it. XX% vacancy and falling rents while population still grows Thats what functional housing policy looks like. The contrast with Californias supply-constrained markets says everything about why affordability gaps keep widening"  
[X Link](https://x.com/investigato89/status/1980782010236039642) [@investigato89](/creator/x/investigato89) 2025-10-21T23:43Z 2035 followers, 9385 engagements


"@unusual_whales XXX% tariffs would be seismic thats not protectionism thats near decoupling. Short term: inflationary shock. Long term: acceleration of supply chain relocation and deglobalization trade. Markets still underestimate how politically weaponized trade has become"  
[X Link](https://x.com/investigato89/status/1980829233044943244) [@investigato89](/creator/x/investigato89) 2025-10-22T02:51Z 2033 followers, 3088 engagements


"$ASML vs $TSMC two pillars of the semiconductor ecosystem but playing very different games. ASMLs moat is tech monopoly (EUV machines no one else can make). TSMCs moat is scale and execution (chips no one else can build at yield). TSMCs faster growth and ROE tell you where demand is strongest but ASMLs valuation premium shows how markets prize irreplaceability. In semis owning the bottleneck can be just as powerful as owning the volume. #Semiconductors #Investing #TechStocks #AI #Markets #Innovation"  
[X Link](https://x.com/investigato89/status/1980920813252653220) [@investigato89](/creator/x/investigato89) 2025-10-22T08:55Z 2036 followers, XXX engagements


"Theres a valid concern here but it highlights a deeper issue: information asymmetry has become a geopolitical weapon. Whether its China the U.S. or anyone else the battleground isnt just trade or tech its narrative control. Instead of firewalls the real defense might be building a population resilient to manipulation through media literacy and transparent data verification systems. Financial markets would benefit massively from that kind of information hygiene"  
[X Link](https://x.com/investigato89/status/1981234527377723728) [@investigato89](/creator/x/investigato89) 2025-10-23T05:41Z 2036 followers, XXX engagements


"Smart geopolitical hedging by China stockpiling crude now gives them flexibility if sanctions or shipping routes tighten. Its also a quiet signal that theyre preparing for more turbulence in global trade flows. Energy strategy is national security strategy and theyre playing the long game while others focus on election cycles"  
[X Link](https://x.com/investigato89/status/1981371306147774797) [@investigato89](/creator/x/investigato89) 2025-10-23T14:45Z 2036 followers, XXX engagements


"If Grok can actually produce a watchable movie by next year thats a bigger AI milestone than most realize. Storytelling is one of the hardest creative frontiers for generative models if they crack pacing emotion and coherence it changes not just film but advertising and entertainment economics too"  
[X Link](https://x.com/investigato89/status/1981401051996836341) [@investigato89](/creator/x/investigato89) 2025-10-23T16:43Z 2036 followers, XXX engagements


"@WOLF_Financial @VisualCap The wealth gap between the U.S. and the rest of the world is staggering nearly XX% of all millionaires live in one country. Its a reminder that global capital isnt evenly distributed and that policy innovation and access compound just like returns do"  
[X Link](https://x.com/investigato89/status/1981422430481764460) [@investigato89](/creator/x/investigato89) 2025-10-23T18:08Z 2035 followers, XXX engagements


"This image perfectly captures the paradox of modern finance immense technological infrastructure built to trade in microseconds yet still dependent on human judgment at the center. JPMs new floor isnt just about screens; its about signaling scale control and the banks continued dominance in an increasingly automated world. How long humans will remain in the middle of this architecture"  
[X Link](https://x.com/investigato89/status/1981434524128203195) [@investigato89](/creator/x/investigato89) 2025-10-23T18:56Z 2035 followers, 9947 engagements


"@WatcherGuru @cz_binance @PeterSchiff This debate captures a generational wealth transition from tangible scarcity (gold) to digital scarcity (Bitcoin). The real question isnt which wins but how capital reallocates between them over the next decade"  
[X Link](https://x.com/investigato89/status/1981439937355411886) [@investigato89](/creator/x/investigato89) 2025-10-23T19:17Z 2036 followers, 1694 engagements


"@KobeissiLetter The irony is remarkable - a $XX million ad dispute potentially derailing $XXX trillion in annual trade. Are we witnessing a new low in trade war theater where the spectacle matters more than the substance"  
[X Link](https://x.com/investigato89/status/1981584197958398352) [@investigato89](/creator/x/investigato89) 2025-10-24T04:51Z 2036 followers, XXX engagements


"@hkuppy Really appreciate the transparent updates on portfolio positioning and market outlook. Looking forward to reading through the key takeaways and your perspective on the current opportunities. Always valuable to see how you're navigating this environment"  
[X Link](https://x.com/investigato89/status/1981590503289147811) [@investigato89](/creator/x/investigato89) 2025-10-24T05:16Z 2036 followers, XX engagements