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# ![@kautiousCo Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1549498377213054976.png) @kautiousCo kautious

kautious posts on X about tariffs, trumps, nvda, eps the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1549498377213054976/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1549498377213054976/c:line/m:interactions.svg)

- X Week XXXXX -XXXX%
- X Month XXXXXX +32%
- X Months XXXXXX -XX%
- X Year XXXXXXX +211%

### Mentions: XX [#](/creator/twitter::1549498377213054976/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1549498377213054976/c:line/m:posts_active.svg)

- X Week XX +9.70%
- X Month XXX +92%
- X Months XXX +54%
- X Year XXX +446%

### Followers: XXXXX [#](/creator/twitter::1549498377213054976/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1549498377213054976/c:line/m:followers.svg)

- X Week XXXXX +0.09%
- X Month XXXXX +1.20%
- X Months XXXXX +11%
- X Year XXXXX +9.30%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1549498377213054976/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1549498377213054976/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1549498377213054976/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [automotive brands](/list/automotive-brands)  XXXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXX% [travel destinations](/list/travel-destinations)  XXX% [currencies](/list/currencies)  XXX% [celebrities](/list/celebrities)  XXX% [exchanges](/list/exchanges)  XXX%

**Social topic influence**
[tariffs](/topic/tariffs) 7.69%, [trumps](/topic/trumps) 6.59%, [nvda](/topic/nvda) 6.59%, [eps](/topic/eps) 6.59%, [$tsla](/topic/$tsla) 4.4%, [tesla](/topic/tesla) 4.4%, [china](/topic/china) 3.3%, [$nvda](/topic/$nvda) 3.3%, [autos](/topic/autos) 3.3%, [japan](/topic/japan) XXX%

**Top accounts mentioned or mentioned by**
[@zerohedge](/creator/undefined) [@aravsrinivas](/creator/undefined) [@danielpriestley](/creator/undefined) [@divestech](/creator/undefined) [@toutius_sextius](/creator/undefined) [@teslaboomermama](/creator/undefined) [@grok](/creator/undefined) [@jpoole23602](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/$tsla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [GM (GM)](/topic/$gm) [Open Custody Protocol (OPEN)](/topic/$open) [D R Horton Inc (DHI)](/topic/$dhi) [PTC Inc (PTC)](/topic/$ptc) [Autodesk Inc (ADSK)](/topic/$adsk) [Block, Inc. (SQ)](/topic/$sq) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Fortive Corp (FTV)](/topic/$ftv) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Centene Corp (CNC)](/topic/$cnc) [Stellantis N.V. (STLA)](/topic/$stla) [Boeing Co (BA)](/topic/$ba) [GoldPro Token (GPRO)](/topic/$gpro) [Kohl's Corporation (KSS)](/topic/$kss) [Starbucks Corporation (SBUX)](/topic/$sbux) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ)](/topic/$niq) [Gartner Inc (IT)](/topic/$it) [Blackstone, Inc. (BX)](/topic/$bx)
### Top Social Posts [#](/creator/twitter::1549498377213054976/posts)
---
Top posts by engagements in the last XX hours

"Autodesk just deflated its $25B PTC trial balloon filed an 8-K & doubled down on organic cloud-/AI-first priorities. Result: $ADSK +6% pre $PTC X% as rumor premium evaporates. In 2025 even AI-branded software isnt a free rideADSK is green while much of SaaS bleeds. Watch $XXX support/$310 breakout: reseller revamp fattens margins but price will keep the score"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1944737810855948420) 2025-07-14 12:36:40 UTC 1080 followers, XX engagements


"S&P XXX just drafted Block $SQ (+10% pre-mkt JPM PT $90) but the real juice may be in the sub-$5 league: $WKSP fresh $2.8M DOE grant +581% YoY rev solar truck beds already on the road. Mobile power not PowerPoint. $GEAT micro-float scoops WallStreetStats fusing AI sentiment with HR perks to lock in sticky ARR. Fintech gets the headline; clean-tech torque and AI microcaps could own the follow-through"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1947338378338316349) 2025-07-21 16:50:23 UTC 1079 followers, XX engagements


"@zerohedge Who knew Trump is good for Tesla Elon bad for $TSLA. 🤷♂"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948379061270507897) 2025-07-24 13:45:41 UTC 1081 followers, XX engagements


"SPX/QQQ print new highs but athleisure trips: LULU -XX% YTD sinking pre-mkt after JPM slices it to Neutral PT $XXX (GS 251). Downgrades: CRCL SHOP et al; upgrades: CLF BAH. XXX puts busy markdown chatter loud. Watch margins next printtrade the market not the yoga mat"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1947656614179131583) 2025-07-22 13:54:57 UTC 1081 followers, XX engagements


"Markets eyeing Asia: Trumps Oval tirades keep DC noisy but the trade desk is busiertariff letters at XX% for Manila XX% Brunei XX% Laos while PH & Indonesia stay in the good books. Tariff roulette + Epstein-file chatter = extra volatility on SE-Asian supply chains. Hedge up"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1947840512808927379) 2025-07-23 02:05:42 UTC 1081 followers, XX engagements


"Space divorce 🚀💔: Trumps $175B Dome woos Bezos Kuiper Rocket Lab ($RKLB) & other primes post MAGAMusk bust-up. Starlink stays vital but SpaceXs share may slim as the first $25B gets bid. Desk view: lighten Musk bid alt-launchers$RKLB up. #Space"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1947655512863945031) 2025-07-22 13:50:34 UTC 1081 followers, XX engagements


"Cap recap: $TSLA stole the show. Musks America Party sent puts +85% iced a Tesla ETF whipsawed shares 274342red. Bulls hail China service; bears mumble subsidy cliff. Meanwhile $NVDA rips $SPY idles and $CNC $FTV $MOH fell 15%"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1941820798269854191) 2025-07-06 11:25:30 UTC 1080 followers, XXX engagements


"@AravSrinivas In the future well all be browsing with PRYvacybrought to you by the Ministry of Oversight. Default homepage: XXX Freedom Not Found. #FutureIsNow #GovgleChrome"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948011468655566960) 2025-07-23 13:25:01 UTC 1081 followers, XXX engagements


"TSMC just reminded Wall St who bankrolls the AI boom: Q2 rev NT$934B (+39% YoY) GM XXXX% EPS NT$15.36; dividend bumps to NT$5. Sept rev guide tops Street FY-25 growth now +30%. CoWoS sprinting to 90k wafers/mo and another $100B headed for US fabs. Supply tight pricing firma symphony for NVDA AMD AVGO ASML. Geopolitics aside the foundry king prints 50%+ op-margins and still cant build fast enough. Super-cycle confirmed"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1945851399578763311) 2025-07-17 14:21:40 UTC 1080 followers, XX engagements


"Tariff roulette: $STLA eats $350M posts record loss yet pops X% on talk of a US-Japan deal cutting auto levies to 15%. $GM pencils in $4-5B hit $F fumes lobby screams. GM vows no sticker shockmargins will. Japan orders XXX $BA jets. Stay nimble watch tariff tape. #Autos"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1947999983036154002) 2025-07-23 12:39:22 UTC 1080 followers, XX engagements


"Earnings day for Wall Streets favorite pinball machine 🚗⚡ Options imply a $XXXX swing (7.4%); last X reports averaged XXXX% Street split: Benchmarks robotaxi-fueled BUY at $XXX vs. Guggenheims margin-worried SELL at $XXX Fresh buzz: Nevada pilot talks for robo-cabs and a MuskKarpathy reunionUBER/Lyft on hedge-fund short lists Flow check: TSLA only trails NVDA & SPY in turnover yet put premium now edges calls VIX crush hinting upside but tape could go hyperdrive either way after the bell Place your chips tighten your risk and remember the most liked quote of the day: Im in. $TSLA"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948090477984481598) 2025-07-23 18:38:58 UTC 1081 followers, XX engagements


"Hard-hat macro theatre 2025: Trump storms the Fed tour brandishes a $3.1B overrun Powell deadpans that line item was finished in 2017. Cue Office-style cringe 16-like meme frenzy BTC wobble as Powell stays odds firm and DXY ticks up. MAGA hails a cost crusade pros hear the drumbeat for cuts. Street now prices a XX % shot at a token XX bp trim in July zero for a Trump-sized slash. Forget the marble drama watch the dots and keep risk tighter than Powells renovation budget"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948721662184030682) 2025-07-25 12:27:04 UTC 1080 followers, XX engagements


"INTC just performed its signature $XX swan dive Q2 rev beat EPS bleed XX% head-count diet and a 14A fab rethink = -X% pre-mkt. Nasdaq shivers while the S&P flirts with fresh highs and DECK laces up a +13% Hoka sprint. Trumps AI Action Plan XX% chip-tariff chatter and Powell next week put semis in the macro crosshairs. Trade the Intel carousel (buy $XX / sell $27) till 18A shows up and park spare capital in companies with real cash flow not just cap-ex confessions"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948730994934026335) 2025-07-25 13:04:09 UTC 1080 followers, XX engagements


"Crypto tourists just pivoted to equities and the donuts are leading 🍩📈. $OPEN cleared XXX M option contracts (more than $NVDA + $TSLA) while $DNUT $GPRO & $KSS screamed 3070 %then GSXUMEME hit LOD and reminded us how fast the rug can yank. Institutions are nibbling shorts are bleeding gamma is king and 2021s playbook is on X speed. Trade the squeeze hedge the hype and keep a ramen budget handy. #MemeStocks2.0"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948160338039341323) 2025-07-23 23:16:34 UTC 1081 followers, XXX engagements


"Caffeine comeback alert: $SBUX just ripped +4.6% vaulting the 200-day & turning last weeks Jefferies downgrade into a textbook failed-two launch pad. Smart money scooped sub-$96 calls clipped 50-100% in hours and option flow now targets the unfilled $98-101 gap with a weekly $XXX breakout teed up ahead of earnings. Twenty-five indicator Strong Buy revived China chatter and relentless buyback juice say the beans still have room to roast. Anchor to $XX sip an Aug 100/105 call spread and let the caffeine compound your P&L"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948061658410070315) 2025-07-23 16:44:27 UTC 1081 followers, XX engagements


"NYSE rings in NIQ tomorrow ($NIQ): 50M shares @ $XX snag $1.05B mostly for a debt diet. Tracks $7.2T spend across 220M SKUs serving XX% F500. Debut fireworks Watch $SCOR $IT $IQV. JPM/BofA/UBS helm. Recurring rev + GfK merger = durable alpha. Full View 7/23"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948062828469874832) 2025-07-23 16:49:06 UTC 1081 followers, XX engagements


"Nikkei blasts past XX k (+3%) while USD/JPY flirts with XXX as Tokyo digests the double whammy: 1) Mainichi-flagged Ishiba exit by end-Aug after that bruising Upper-House rout and 2) Trumps Mr Japan mega-deal XX % reciprocal tariffs + XX trn ($550 bn) JP cash XX % profits USA (details still MIA). Diet sign-off uncertain LDP knives outTakaichi XX % Koizumi XX %. Cue carry-trade whiplash and BOJ hawks sniffing room to tighten. Strap in: every headline until August could move and ticks"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1947855553956319702) 2025-07-23 03:05:28 UTC 1081 followers, XX engagements


"$BX keeps defying gravity: Q2 EPS & rev trounced Street soaring AUM super-charged fees. Result +6.6% this week +30% QoQ 5-week win streak flirting with $XXX pre-mkt. NetBrain purchase sprinkles tech alpha. Housing fear-mongers relaxBX holds XXX% of U.S. units not the whole suburb. Numbers not conspiracies are driving the PE titan. #BX #PrivateEquity #Earnings"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948419973665161285) 2025-07-24 16:28:16 UTC 1081 followers, XX engagements


"Tariff thriller: Washington & Brussels are racing to lock a XX% cap before the Aug X cliff. Car levies sink XXXXXX% aircraft/spirits/med-tech get hall passes and the EUs XX bn XX% bazooka sits on safetyfor now. Markets toast havens wilt but talks are still fluid keep hedges buckled"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948055024992485496) 2025-07-23 16:18:05 UTC 1080 followers, XX engagements


"Tariff clock ticks: Trump wants 15-20% floor threatens XX% blanket on EU goods Aug-1. Germany bolts Brussels readies 72B hit list + anti-coercion gear while Lutnick talks up a deal. Markets stay cool but autos copper luxury & FX vols inch higher. HedgeSmoot-Hurry 2.0"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1947270023065579731) 2025-07-21 12:18:46 UTC 1081 followers, XX engagements


"Japans PM Ishiba hangs on after upper-house loss as Trumps XX% auto/steel tariffs loom Aug X. Yen firm Nikkei off. Bessent touts a 'good deal' desks give XX% odds. X% of jobs & Switch X launch at risk. Watch JPY150 Asia semis US EPS. Hedge volsthe boss fight isnt over"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1947466353260048601) 2025-07-22 01:18:55 UTC 1080 followers, XX engagements


"AH fireworks: Trade Desk +17% TMDX +12% (beat & raise) Pinterest +15% on XX% rev growth to $855M 570M MAUs (+10%) and $960980M Q2 guide fueled by AI ads & Gen Z mojo. Cloudflare +11% Lyft +12% rally; Affirm (6%) & Expedia (9%) lag. Tech bulls popcorn ready"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1920819337251766541) 2025-05-09 12:33:11 UTC 1081 followers, XX engagements


"2025 MXN cheat sheet for the desks: Spot claws back to XXXX strongest since Aug XX +9 % YTD (USD XX %). The carry trade is beating Big Tech again. Banxicos X XX bp cuts still leave X % policy rate and X % real yield; add $X bn trade surplus + $XXX bn June remittances and the bid writes itself. Tariff theatrics (30 % Trump tax) only spiked XXXX before vols settled near X %; dip-buyers kept their sombreros on. On-chain peso lights up: Bitsos $XX k MXNB hackathon and Tethers MXNT now on DeFiLlama LatAm payments going permissionless. Compliance corner: DOJs 199-like crackdown on Black-Market Peso"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948061027251208402) 2025-07-23 16:41:56 UTC 1080 followers, XX engagements


"PBOC nets 120bn via 226bn 7-day repos 426bn for the week; CNY fix XXXXXX CFETS +0.3. Cash powers XXX% H1 rail CAPEX. Now XX% of Sino-Russian trade in ruble/yuan Egypt next Shanghai pilots CNY stablecoin; e-CNY glitch spotlight Beijings off-switch. FX bulls watch the plumbing"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1944570312177193381) 2025-07-14 01:31:05 UTC 1081 followers, XX engagements


"It's time for Elon to go he just causes more problems. He said himself that Tesla has the first two-thirds of the AI pieces for Video AI. Zuck is building AI the right way investing working. Elon just grifts. At some point everyone has to move on. Time Cook's time coming up. 🤷♂"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948453369670238375) 2025-07-24 18:40:58 UTC 1081 followers, XX engagements


"Trump floats X% cap-gains on primary-home sales (MTG bill awaits). $LEN $DHI $TOL $Z $OPEN spiked; deficit hawks wince. Could free $1T equity juice transactions cost $60B/yr. Populist rocket fuel or campaign confetti Track housing liquidity bond supplycrypto domino"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1947700949226508509) 2025-07-22 16:51:07 UTC 1081 followers, XXX engagements


"🧠 Some pros do consistently beat the S&Pwith rare discipline strategy and time horizons far beyond most. 🏛 Take the Tampa Firefighters & Police Pension Fund: managed by Bowen Hanes & Co. since 1974 it has returned XXXX% annually in equities vs. XXXX% for the S&P. Even with XX% in bonds overall returns hit XXXX% growing from $XX M to $XXX B over XX years. 🔬 Then theres Renaissance Techs legendary Medallion Fund: XX% gross (39% net) annualized returns from 19882018 with just one down year and massive gains in crisis years like +82% in 2008 . What sets them apart X Ultra-long-term vision"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1947446656988803250) 2025-07-22 00:00:39 UTC 1080 followers, XX engagements


"Trump just launched Sand Hill Rd South from the White House: three EOs that bulldoze red tape for terawatt-hungry data centers treat U.S. models like LNG and shove them out the export door exile anything woke from federal procurement. Jensen Huang (732 ❤) calls Trump Americas unfair advantage and the tape agrees: $NVDA $AMD $SMCI $VRT $IREN $IRM copper uranium and every megawatt of baseload power just got a policy-put. EPA tweets applaud fast-track permits (318 ❤); climate hawks and copyright lawyers reach for antacid as Trump deems compulsory licensing not doable. Bottom line for the desk:"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948183974930457067) 2025-07-24 00:50:29 UTC 1080 followers, XX engagements


"Tariffs are back on the Bloomberg terminal: Trumps Aug X salvo slaps XX % on Japan S Korea & Malaysia XX % Indonesia XX % Thailand/Cambodia XX % Laos/Myanmar plus XX % for EU/Mexico/SA and XX % for Brazil. At the KL summit PM Anwar brands it weaponised trade while racing to shave Malaysias hit to XX %. Futures only XXX % AI/tech still green but CFOs are reopening 2019 playbooks and baking pass-throughs into Q3 guidance. Hedge FX guard marginsthe Aug X clock is now the loudest ticker in the room"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1947488236713955747) 2025-07-22 02:45:52 UTC 1079 followers, XXX engagements


"@DanielPriestley The original definition of inflation is the expansion of money supply so when the government creates fiat boom 🤷♂"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1947108495012122918) 2025-07-21 01:36:55 UTC 1080 followers, XX engagements


"Scott Bessents playbook: keep Powell but launch the first Fed full audit; tariffs already net $100B YTD aiming $300B after Japans XX% fix; Stockholm next week to slide the China Aug-12 deadline. Equities at ATHs and the WSJ is still nursing the 'high-functioning president' burn"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1947989142421340471) 2025-07-23 11:56:18 UTC 1080 followers, XX engagements


"Mexicos blockbuster-to-be collapsed at the bell: Fibra Next pitched as Mexicos biggest IPO since XX yanked its MXN XX bn (US$865 m) deal after a last-minute SAT sign-off snafunow pencilled for 2024. Meanwhile Vesta slips in with a US$150 m follow-on to surf the same near-shoring fever. Moral for dealmakers: secure the tax green light before the victory mariachi. #MexMarkets #REITs #IPO"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948137537207144656) 2025-07-23 21:45:58 UTC 1081 followers, XX engagements


"S&P tests highs while earnings hand investors a sugar rush. $KO flexes its 140-yr moat: EPS beat vol X% price/mix +6% but stock fizzes X% on cane tweak. $PM firm; meanwhile $GM eats a $1.1B tariff charge $LMT sputters $NOC climbs. $DHI firm; momentum rules tariffs the joker"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1947700945044885737) 2025-07-22 16:51:06 UTC 1080 followers, XXX engagements


"Trump-Japan mega deal in the wild: XX% reciprocal tariff (autos slashed from 27.5%) $550B Tokyo FDI aimed at U.S. chips roads & LNG XX% profits booked stateside. Markets roarNikkei +3% Toyota +11% Mazda +17% Dow fut +200. Detroit grumbles FX desks pile into risk-on. EU mulls XX% counter-jab. Tariffs are back carry trades rejoice. #markets #macro #trade"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1947985890296443039) 2025-07-23 11:43:22 UTC 1079 followers, XX engagements


"@DivesTech The biggest blow to $TSLA was "spinning off" xAI (aka Dojo). Zuck is doing it right and building inside $META"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948367629929861614) 2025-07-24 13:00:16 UTC 1081 followers, XX engagements


"Alphabet after the bell: Street eyes $XXXX EPS on $XX B; options price XXX % and an IV crush is coming. Needs XX % Cloud Gemini $ Waymo scale and AI capex sanity. Nail it and the Mag-7 bargain (16 fwd) can vault $XXX leaving TSLA in dust; whiff and XXX plus NVDA hopes crack. Hedge dont pray"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948090950984560651) 2025-07-23 18:40:51 UTC 1081 followers, XX engagements


"Teslas Q2 gave both bulls and bears fresh ammo: revenue XX % FCF XX % Musk warns rough quarters yet sells a future of XXX k Optimus bots/mo Dojo X and $XXXX robotaxi miles. Street cant agreeChina Merchants dumps to Hold/361 Goldman nudges up to XXX Canaccord XXX. At XXX fwd P/E tariffs looming and EV credits fading TSLA is now a volatility product with an AI lotto ticket stapled on. Hedge the drag rent the gamma keep moon-shot money only"  
![@kautiousCo Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1549498377213054976.png) [@kautiousCo](/creator/x/kautiousCo) on [X](/post/tweet/1948339778467803513) 2025-07-24 11:09:36 UTC 1080 followers, XX engagements