#  @labubu_trader 3X Long Labubu
3X Long Labubu posts on X about bullish, level, closed, gold the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
### Engagements: [-------] [#](/creator/twitter::54811865/interactions)

- [--] Week [-------] +48%
- [--] Month [---------] +536%
- [--] Months [----------] -75%
- [--] Year [----------] +621%
### Mentions: [--] [#](/creator/twitter::54811865/posts_active)

- [--] Week [---] +24%
- [--] Month [---] +155%
- [--] Months [-----] +996%
- [--] Year [-----] +269%
### Followers: [------] [#](/creator/twitter::54811865/followers)

- [--] Week [------] +0.80%
- [--] Month [------] +78%
- [--] Months [------] +109%
- [--] Year [------] +165%
### CreatorRank: [-------] [#](/creator/twitter::54811865/influencer_rank)

### Social Influence
**Social category influence**
[finance](/list/finance) #3269 [stocks](/list/stocks) #4211 [technology brands](/list/technology-brands) 10.69% [countries](/list/countries) 3.14% [currencies](/list/currencies) 1.89% [cryptocurrencies](/list/cryptocurrencies) 1.26% [automotive brands](/list/automotive-brands) 1.26% [travel destinations](/list/travel-destinations) 0.63% [financial services](/list/financial-services) 0.63% [gaming](/list/gaming) 0.63%
**Social topic influence**
[bullish](/topic/bullish) #281, [level](/topic/level) #1416, [closed](/topic/closed) #1496, [gold](/topic/gold) #2249, [in the](/topic/in-the) 5.03%, [this is](/topic/this-is) 4.4%, [$igv](/topic/$igv) #13, [breakout](/topic/breakout) #292, [ai](/topic/ai) 3.14%, [sunday](/topic/sunday) 2.52%
**Top accounts mentioned or mentioned by**
[@tshirtnjeans2](/creator/undefined) [@frankyluan](/creator/undefined) [@econstratpb](/creator/undefined) [@relentlessbid](/creator/undefined) [@zevach1984](/creator/undefined) [@balder13946731](/creator/undefined) [@spheniscidae007](/creator/undefined) [@areskapitalon](/creator/undefined) [@extliqprovider](/creator/undefined) [@ryanhingshing](/creator/undefined) [@dawgbrake](/creator/undefined) [@tjresearch](/creator/undefined) [@swaggitypigfig](/creator/undefined) [@madequities](/creator/undefined) [@mat78704](/creator/undefined) [@bubbleboi](/creator/undefined) [@ynzchn1545156](/creator/undefined) [@issacstocks](/creator/undefined) [@aristonmacro](/creator/undefined) [@maitian99](/creator/undefined)
**Top assets mentioned**
[Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Micron Technology, Inc. (MU)](/topic/$mu) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Enphase Energy Inc (ENPH)](/topic/$enph) [Oracle Corporation (ORCL)](/topic/$orcl) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Alibaba Group (BABA)](/topic/$baba) [Shoulder Innovations, Inc. (SI)](/topic/$si)
### Top Social Posts
Top posts by engagements in the last [--] hours
"Anthropic: Avada Kedavra"
[X Link](https://x.com/labubu_trader/status/2022030180685136198) 2026-02-12T19:28Z 46.8K followers, 11.2K engagements
"$ARKK weekly "cup and handle" lol"
[X Link](https://x.com/labubu_trader/status/2022720485835063568) 2026-02-14T17:11Z 46.8K followers, [----] engagements
"Glad to see Andy realized speed of delivery and quality is way more important than the margin shit. Just choose AVGO and abandon this MRVL/Alchip shit. AWS Tranium [--] encountered with redesign issue again lately. As a result its mass production starting time might be delayed from originally end-1Q26 to end-2Q26. Meanwhile AWS also introduced Broadcom into its Tranium [--] supply chain: https://t.co/lKCutcpJOI AWS Tranium [--] encountered with redesign issue again lately. As a result its mass production starting time might be delayed from originally end-1Q26 to end-2Q26. Meanwhile AWS also introduced"
[X Link](https://x.com/labubu_trader/status/1990596515266773216) 2025-11-18T01:42Z 46.7K followers, 24.8K engagements
"@frankyluan Make sense I took profits on 3/4 of my gold/silver positions today. see gold will retrace to 45xx level next week to re-enter"
[X Link](https://x.com/labubu_trader/status/2013767238009135596) 2026-01-21T00:14Z 46.7K followers, 110.9K engagements
"I think gold/silvers retracement risk is high in the next few days: [--]. Feb options expire next Tue whichll create large sell pressure as calls unwind [--]. What if he TACO [--]. A rising 10yr yield is against gold [--]. G/S ratio is extremely low at this point But will buy next week @frankyluan Make sense I took profits on 3/4 of my gold/silver positions today. see gold will retrace to 45xx level next week to re-enter @frankyluan Make sense I took profits on 3/4 of my gold/silver positions today. see gold will retrace to 45xx level next week to re-enter"
[X Link](https://x.com/labubu_trader/status/2013804749301088372) 2026-01-21T02:44Z 46.4K followers, 768.4K engagements
"@countkc @bubbleboi I was an LP of a VC fund and the GP built a separate spv with low fee low carry structure and have the fund LP commit. So its our own SPV"
[X Link](https://x.com/labubu_trader/status/2015186761849417970) 2026-01-24T22:15Z 46.6K followers, [---] engagements
"We saw big sell pressure today before the option expiration at 1:30PM EST Now Silver/Gold passed one big test and no crash let's see how FOMC plays out tomorrow I'm leaning towards a more "dovish" FOMC although no rates cut. Given the current market expectation is too hawkish. I wouldnt short it unless the Sunday bullish gap is filled. Silver is moving parabolically with larger volume and price range each day its a topping process. However its hard to time it. Ill wait until after Tuesdays options expiration and FOMC to see how it plays out. I wouldnt short it unless the Sunday bullish gap is"
[X Link](https://x.com/labubu_trader/status/2016228410679583197) 2026-01-27T19:14Z 46.6K followers, 76.9K engagements
"$AAOI has a weekly cup and handle. If their management could deliver what they committed this would be the cheapest optical play. @insane_analyst had a great coverage about it Will keep watching the price action and the progress towards 1.6T and the deployment in AMZN/ORCL before jumping in. https://substack.com/home/post/p-182143835 $aaoi it is the perfecto retardo stock. Basically only optics name u can buy w a market cap still down here. Obviously was run like shit but at this point hyperscale gonna want more supply around. https://substack.com/home/post/p-182143835 $aaoi it is the"
[X Link](https://x.com/labubu_trader/status/2016572238095700025) 2026-01-28T18:01Z 46.5K followers, 18.5K engagements
"$MSFT caused a big shock across all markets. Funds were selling gold and silver too either because they were margin-called or because foreign funds cut their US dollar hedges when selling tech names. I already added $EWG $BABA $EEM $KORU and added $GC/$RTY futures"
[X Link](https://x.com/labubu_trader/status/2016911652806152246) 2026-01-29T16:29Z 46.5K followers, 46K engagements
"People are thinking Warsh is hawkish but why would Mr T spent so much time to pick a hawkish Fed chair He just needs someone who doesnt look like a bootlicker to convince the other Fed members to continue cutting rates even when economy is growing strongly Kevin Warsh killed me with dollar rebounds/long end rates surge killed everything overnight. stoppped loss on GC entered around [----] and will watch if 4950/5050 holds otherwise will wait at $4830 level Kevin Warsh killed me with dollar rebounds/long end rates surge killed everything overnight. stoppped loss on GC entered around [----] and"
[X Link](https://x.com/labubu_trader/status/2017237081601544673) 2026-01-30T14:02Z 46.5K followers, 22.2K engagements
"Also sold my EM exposure including China Will revisit the thesis after the weekend. @mylittleoreo1 @ynzchn1545156 @Corsica267 Yes long end rate surge + dollar surge kills every asset. Just hold cash and wait @mylittleoreo1 @ynzchn1545156 @Corsica267 Yes long end rate surge + dollar surge kills every asset. Just hold cash and wait"
[X Link](https://x.com/labubu_trader/status/2017309320896217264) 2026-01-30T18:49Z 46.5K followers, 33.1K engagements
"$SI my level of interest is the previous breakout point of the cup and handle at around $81. Again I will not buy today and hope it will be tested multiple times in the next few weeks during the consolidation phase. For a big selloff like this I'd be patient and wait until a real bottom forms. The bottom needs to be tested multiple times on the daily timeframe. For a big selloff like this I'd be patient and wait until a real bottom forms. The bottom needs to be tested multiple times on the daily timeframe"
[X Link](https://x.com/labubu_trader/status/2017319857319215148) 2026-01-30T19:31Z 46.5K followers, 13.7K engagements
"Short when both daily and weekly are confirmed from the technical setup. BTC is highly liquidity-sensitive and Mr. Warsh seems to prefer QT instead. Crypto bulls have a strong fear brewing over the weekend. If $74K cant hold then $50K$60K is the next stop @Balder13946731 Me BTC weekly inverse cup and handle Daily breakout of bear flag to the downside actually 3days ago https://t.co/nqDmaUYbz6 @Balder13946731 Me BTC weekly inverse cup and handle Daily breakout of bear flag to the downside actually 3days ago https://t.co/nqDmaUYbz6"
[X Link](https://x.com/labubu_trader/status/2017688375680241671) 2026-01-31T19:56Z 46.5K followers, 19.4K engagements
"I feel the big uncertainty of Warsh Shock is hanging over all markets right now. Itd introduce big volatility in all markets in the short term until he addresses it But I believe itll be nothing burger after that. So Im seeing the Feb weakness as a buying opportunity still"
[X Link](https://x.com/labubu_trader/status/2017980397603504635) 2026-02-01T15:16Z 46.6K followers, 17.3K engagements
"Still kept my european stocks exposure and actually added more today. Shorted EURUSD since Friday and doubled shorts on Sunday night. I think EURO is going back to [----] level eventually which would be positive for european stocks. Also sold my EM exposure including China Will revisit the thesis after the weekend. Also sold my EM exposure including China Will revisit the thesis after the weekend"
[X Link](https://x.com/labubu_trader/status/2018391192187351475) 2026-02-02T18:28Z 46.6K followers, 15.2K engagements
"My US stock holdings are mostly in these categories now with small exposures in the tech sectors. I'll take profits on GOOG/AMZN before the ERs. And XLF/XLI will be cut if I see any major SPX selloff coming. In summary I'll be cautious and stay in a risk off mode for Feb. NFA"
[X Link](https://x.com/labubu_trader/status/2018395362474807703) 2026-02-02T18:45Z 46.6K followers, 43.2K engagements
"Finally the market joined me in the risk off mode. Today is clearly Risk-Off Defensive sector $XLP is up +2% while tech sector $XLK is down -2% This only happened in 2000-2001 dot-com bust & January [----] (before Trump tariffs crash). https://t.co/UjZcZlLZmc Today is clearly Risk-Off Defensive sector $XLP is up +2% while tech sector $XLK is down -2% This only happened in 2000-2001 dot-com bust & January [----] (before Trump tariffs crash). https://t.co/UjZcZlLZmc"
[X Link](https://x.com/labubu_trader/status/2018753128854933583) 2026-02-03T18:27Z 46.6K followers, 23.8K engagements
"When QQQ are screaming this week I'm just chill and enjoy the show everyday. I'm also holding $ULTA $EL $MNST for XLP $CVX $XOM $MPC for XLE $CAT $DE for XLI My US stock holdings are mostly in these categories now with small exposures in the tech sectors. I'll take profits on GOOG/AMZN before the ERs. And XLF/XLI will be cut if I see any major SPX selloff coming. In summary I'll be cautious and stay in a risk off mode for Feb. NFA. https://t.co/HMCuqgkh89 My US stock holdings are mostly in these categories now with small exposures in the tech sectors. I'll take profits on GOOG/AMZN before the"
[X Link](https://x.com/labubu_trader/status/2019101901414101110) 2026-02-04T17:33Z 46.6K followers, 22.9K engagements
"my large trading account is +2.5% today and small trading account is 10% almost started with $50k on the first day of 2026"
[X Link](https://x.com/labubu_trader/status/2019102692896100807) 2026-02-04T17:36Z 46.6K followers, [----] engagements
"@Spheniscidae007 Warsh shock It started with gold and silver. Its seasonality plus uncertainty around Warshs policy(I think market is overreacting for sure though)"
[X Link](https://x.com/labubu_trader/status/2019103614128779496) 2026-02-04T17:39Z 46.6K followers, [---] engagements
"@MacrostratPB Me sold everything except SNDK last Friday and sold SNDK then longed XLE/XLP on Monday"
[X Link](https://x.com/labubu_trader/status/2019119171494375630) 2026-02-04T18:41Z 46.6K followers, [---] engagements
"@Jack870202 Not pair trade if I do pair trade I would long IGV short SMH today"
[X Link](https://x.com/labubu_trader/status/2019126548402708837) 2026-02-04T19:10Z 46.7K followers, [---] engagements
"closed my smh puts already"
[X Link](https://x.com/labubu_trader/status/2019129476039557365) 2026-02-04T19:22Z 46.6K followers, 50.7K engagements
"@AtulyaGopaljee I think CRDO is mispriced but I'd not fight the market in the short term. Will add it back before the next ER"
[X Link](https://x.com/labubu_trader/status/2019145939534114821) 2026-02-04T20:28Z 46.7K followers, [---] engagements
"The market is like my wife: Id never argue with her when shes in the mood. Shes always right I think many names are mispriced but Id never fight the market or catch a falling knife in the short termuntil the last retarded seller has dumped the last share. @KikeroTamagawa @itsDanielWu @Balder13946731 The market doesnt care they short all software names even the AI winners DDOG/MDB/SNOW The major reason is not only the narrative against software but also their software business is pretty weak recently from a few checks and got down-rated by sell sides. @KikeroTamagawa @itsDanielWu"
[X Link](https://x.com/labubu_trader/status/2019146856295723499) 2026-02-04T20:31Z 46.6K followers, 20.9K engagements
"@ZooBosss google er with explosive capex"
[X Link](https://x.com/labubu_trader/status/2019167978282266983) 2026-02-04T21:55Z 46.6K followers, [----] engagements
"@EconstratPB Entered from last week with EWU call🤝"
[X Link](https://x.com/labubu_trader/status/2019387464092393886) 2026-02-05T12:27Z 46.6K followers, [----] engagements
"@jukan05 Moodys stock was also crashed 😅"
[X Link](https://x.com/labubu_trader/status/2019387792326029729) 2026-02-05T12:29Z 46.6K followers, [----] engagements
"@0xWaroy With such a big sell off the sentiment is extremely negative. I dont expect they can easily bounce off to their original level. I believe the bottoming will take a long time. Id not rush to buy any names aggressively and I only got some lottery $IGV calls from yesterday"
[X Link](https://x.com/labubu_trader/status/2019389708728725724) 2026-02-05T12:36Z 46.6K followers, [---] engagements
"@EconstratPB I need to revisit if I should take profits for my EUR short here given the ECB meeting today But I would not cut my Europe stocks exposures: https://x.com/labubu_trader/status/2018391192187351475s=46 Still kept my european stocks exposure and actually added more today. Shorted EURUSD since Friday and doubled shorts on Sunday night. I think EURO is going back to [----] level eventually which would be positive for european stocks. https://x.com/labubu_trader/status/2018391192187351475s=46 Still kept my european stocks exposure and actually added more today. Shorted EURUSD since"
[X Link](https://x.com/labubu_trader/status/2019403101107810451) 2026-02-05T13:29Z 46.6K followers, [---] engagements
"Gladly I sold all of my semi puts yesterday. Semiconductors are the strongest sector in the market today after Google's explosive capex increase announced in yesterday's earnings report. I'm starting to add back my semi positions and only added the ones still performing strongly today. Will add more if NQ slides to 24000: I don't see any fundamental or macro weakness for semis. Will hold until NVDA's earnings to cut. NFA. https://www.tradingview.com/watchlists/319555984/ closed my smh puts already https://www.tradingview.com/watchlists/319555984/ closed my smh puts already"
[X Link](https://x.com/labubu_trader/status/2019463367581421669) 2026-02-05T17:29Z 46.6K followers, 82.4K engagements
"@awxkes I'd rather buy AMD instead"
[X Link](https://x.com/labubu_trader/status/2019467883873751150) 2026-02-05T17:47Z 46.6K followers, [----] engagements
"@IssacStocks Agreed"
[X Link](https://x.com/labubu_trader/status/2019474758363165107) 2026-02-05T18:14Z 46.6K followers, [----] engagements
"@IssacStocks Fully prepared for a lower low but not expecting semi to have a further sharp sell off"
[X Link](https://x.com/labubu_trader/status/2019474864286093679) 2026-02-05T18:15Z 46.6K followers, [---] engagements
"@agnostoxxx Semi the strongest among techs still I believe it will hold until NVDa ER Also added some XLI and XLE names"
[X Link](https://x.com/labubu_trader/status/2019479864513110171) 2026-02-05T18:34Z 46.6K followers, [----] engagements
"@Ariston_Macro Exactly its like a scar or PTSD. Bulls especially those who FOMOed need time to comfort themselves and regroup. Only time can heal the wounds and pain. Thats why theres supposed to be a long consolidation phase after this parabolic upmove and violent down"
[X Link](https://x.com/labubu_trader/status/2019480909594972524) 2026-02-05T18:39Z 46.6K followers, 20.2K engagements
"@boots_riding Yes Im just having no semi position any more need to add it back. If you already have no need to rush"
[X Link](https://x.com/labubu_trader/status/2019481240223773063) 2026-02-05T18:40Z 46.6K followers, [----] engagements
"@makabakabak @Ariston_Macro violatility will go down eventually time would heal"
[X Link](https://x.com/labubu_trader/status/2019535742591222020) 2026-02-05T22:16Z 46.7K followers, [----] engagements
"Humans participate in the market so the market acts like a human. They have emotions and memory. @Ariston_Macro Exactly its like a scar or PTSD. Bulls especially those who FOMOed need time to comfort themselves and regroup. Only time can heal the wounds and pain. Thats why theres supposed to be a long consolidation phase after this parabolic upmove and violent down. @Ariston_Macro Exactly its like a scar or PTSD. Bulls especially those who FOMOed need time to comfort themselves and regroup. Only time can heal the wounds and pain. Thats why theres supposed to be a long consolidation phase"
[X Link](https://x.com/labubu_trader/status/2019553866182979824) 2026-02-05T23:28Z 46.6K followers, 16.3K engagements
"Big win today. Semi's narrative got strongly reinforced in the MAG7 ER. It's acting like a safe haven now despite big sell pressure this week. I'd expect this sector to get even more crowded than before until NVDA ER. I will definitely take profits aggressively before it to avoid the risk. Gladly I sold all of my semi puts yesterday. Semiconductors are the strongest sector in the market today after Google's explosive capex increase announced in yesterday's earnings report. I'm starting to add back my semi positions and only added the ones still performing https://t.co/mTsuV5UaK2 Gladly I sold"
[X Link](https://x.com/labubu_trader/status/2019794893988938098) 2026-02-06T15:26Z 46.7K followers, 32.5K engagements
"@bubbleboi I'm a Chinese but not rich I would rather be the latter one"
[X Link](https://x.com/labubu_trader/status/2019816824037339253) 2026-02-06T16:53Z 46.6K followers, [----] engagements
"Big trading account and mini trading account today"
[X Link](https://x.com/labubu_trader/status/2019825397203103848) 2026-02-06T17:27Z 46.6K followers, [----] engagements
"@abcampbell Congrats pledged support before and immediately convert into paid subs yesterday. To be honest No. [--] on the list is good for playing 0dte and weekly option only😂 No. [--] is totally garbage"
[X Link](https://x.com/labubu_trader/status/2019836252024132017) 2026-02-06T18:11Z 46.6K followers, [----] engagements
"@pacificslegnd You will be 10x more than me"
[X Link](https://x.com/labubu_trader/status/2019880649608609841) 2026-02-06T21:07Z 46.7K followers, [---] engagements
"@happyoboeplayer Aetna"
[X Link](https://x.com/labubu_trader/status/2019907668400603583) 2026-02-06T22:54Z 46.6K followers, [----] engagements
"@maitian99 Betting earnings releases is dangerous. No matter how bullish I am on the names Id cut exposure before the report and add it back post it"
[X Link](https://x.com/labubu_trader/status/2019958911831568848) 2026-02-07T02:18Z 46.6K followers, [----] engagements
"@KevinXInvest Peter Brandt said diamond could also be a continuation pattern"
[X Link](https://x.com/labubu_trader/status/2020143118633374173) 2026-02-07T14:30Z 46.6K followers, [---] engagements
"@EconstratPB When come to Bay Area"
[X Link](https://x.com/labubu_trader/status/2020195237952647206) 2026-02-07T17:57Z 46.6K followers, [----] engagements
"Ive literally closed one of my seven stock account and invested into Anthropics $350B round in Jan even though I have to pay high management fees to the GPs. Tired of this QQQ civil war and trying to chill a little bit"
[X Link](https://x.com/labubu_trader/status/2020197583298392310) 2026-02-07T18:06Z 46.6K followers, 43K engagements
"@EconstratPB Please let me know when you come Mr David"
[X Link](https://x.com/labubu_trader/status/2020197800836059155) 2026-02-07T18:07Z 46.6K followers, [---] engagements
"@Balder13946731 Actually positive for airline if passengers can lose weight by 10% airline names can increase their EPS by 4%. 🤣"
[X Link](https://x.com/labubu_trader/status/2020209606627361235) 2026-02-07T18:54Z 46.6K followers, [----] engagements
"$IGV has dipped almost 20% since that day. The QQQ Civil War is real in [----] and it's no longer a retail-investor-friendly environment. Buying and holding single names is getting harder. It's an active traders market. Itll be a tough year to trade tech stocks as you will see narratives like : AI agent kills SAAS(including MSFT) OAI takes Ads market share; AI e-commerce takes AMZNs market share . Its like civil war within QQQ and the big players like OAI/Anthropic are still not public yet Itll be a tough year to trade tech stocks as you will see narratives like : AI agent kills SAAS(including"
[X Link](https://x.com/labubu_trader/status/2020246130647527571) 2026-02-07T21:19Z 46.7K followers, 34.8K engagements
"This sounds way more reasonable than SemiAnalysiss complete rule-out of $MU in the HBM4 supply. * Korea Economic Daily: NVIDIA allocated the HBM4 volume it needs to the three memory makers last December with the split at mid-to-high 50% for SK hynix mid-20% for Samsung Electronics and around 20% for Micron. ** This report runs contrary to SemiAnalysiss estimates. * Korea Economic Daily: NVIDIA allocated the HBM4 volume it needs to the three memory makers last December with the split at mid-to-high 50% for SK hynix mid-20% for Samsung Electronics and around 20% for Micron. ** This report runs"
[X Link](https://x.com/labubu_trader/status/2020735723767472244) 2026-02-09T05:45Z 46.6K followers, 27.8K engagements
"@relentlessbid Thanks Look forward to the new one"
[X Link](https://x.com/labubu_trader/status/2020739444274590136) 2026-02-09T06:00Z 46.6K followers, [---] engagements
"@frankyluan I wouldnt short with large positions before OPEX"
[X Link](https://x.com/labubu_trader/status/2020754321940545896) 2026-02-09T06:59Z 46.6K followers, [----] engagements
"Another positive catalyst for gold *CHINA URGES BANKS TO CURB US TREASURIES EXPOSURE ON MARKET RISK *CHINA URGES BANKS TO CURB US TREASURIES EXPOSURE ON MARKET RISK"
[X Link](https://x.com/labubu_trader/status/2020754583765873089) 2026-02-09T07:00Z 46.6K followers, 17.3K engagements
"@ivanalog_com Bro it doesnt rhyme. 🤣"
[X Link](https://x.com/labubu_trader/status/2020779472577077555) 2026-02-09T08:39Z 46.6K followers, [----] engagements
"@0x_Vivek Chinese are selling to take profits for the new year holiday. As Shanghai Future Exchange will be closed next week"
[X Link](https://x.com/labubu_trader/status/2020908944202375425) 2026-02-09T17:13Z 46.6K followers, [----] engagements
"@TShirtnJeans2 Yes optical names and semicap names"
[X Link](https://x.com/labubu_trader/status/2020909446533464436) 2026-02-09T17:15Z 46.6K followers, [----] engagements
"@usakes_zhang @ShanghaoJin @frankyluan high capex"
[X Link](https://x.com/labubu_trader/status/2020916824616075308) 2026-02-09T17:44Z 46.6K followers, [---] engagements
"@TShirtnJeans2 not concern at all for semi my only concern is the NVDA ER. Even it might beat everyone's expectation the insitutional crowded long position might trigger the selloff anyway"
[X Link](https://x.com/labubu_trader/status/2020919211426722230) 2026-02-09T17:54Z 46.6K followers, [---] engagements
"@dawgbrake long semis since last Thursday the plan: not a fully risk on to me UVOL is 56.48% now bulls are hesitate to rush in and not too much fomo today. All of my trades are short term right now not holding over two weeks https://x.com/labubu_trader/status/2019463367581421669s=20 Gladly I sold all of my semi puts yesterday. Semiconductors are the strongest sector in the market today after Google's explosive capex increase announced in yesterday's earnings report. I'm starting to add back my semi positions and only added the ones still performing https://t.co/mTsuV5UaK2"
[X Link](https://x.com/labubu_trader/status/2020920844688740547) 2026-02-09T18:00Z 46.6K followers, [----] engagements
"@TShirtnJeans2 not a concern to me at all if we are just longing semicap and optical names"
[X Link](https://x.com/labubu_trader/status/2020928918379962613) 2026-02-09T18:32Z 46.7K followers, [---] engagements
"@TShirtnJeans2 will cut half when hitting [---] if [---] breakout we can see 220+. WIll cut all before the ER anyway need to be patient on it"
[X Link](https://x.com/labubu_trader/status/2020932349844988294) 2026-02-09T18:46Z 46.7K followers, [---] engagements
"H&S is a bearish structure but the reversal of it is actually super bullish. Closer to that level. $NVDA https://t.co/1O5LHNrUuX Closer to that level. $NVDA https://t.co/1O5LHNrUuX"
[X Link](https://x.com/labubu_trader/status/2020988897606631752) 2026-02-09T22:31Z 46.6K followers, 24.1K engagements
"Heard Kevin Warsh will attend an off the record discussion tomorrow at Stanford GSB at 12pm pst: Registered and will share if anything interesting. https://casi.stanford.edu/events/lecture-reading/power-and-politics-banking-today https://casi.stanford.edu/events/lecture-reading/power-and-politics-banking-today"
[X Link](https://x.com/labubu_trader/status/2021032336150888561) 2026-02-10T01:23Z 46.6K followers, 22K engagements
"@frankyluan If you didnt buy it you will drive Mazda forever"
[X Link](https://x.com/labubu_trader/status/2021250798252863800) 2026-02-10T15:51Z 46.6K followers, [----] engagements
"I think Micheal Burry's long position is a joke but I'd take his short position seriously. $PLTR has a weekly H&S and the neckline was brokendown. I'm also shorting it while longing IGV such as MSFT/ORCL/MDB/DOCN If PLTR can take $148.5 back I will flip back to long again. I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"
[X Link](https://x.com/labubu_trader/status/2021269352134111501) 2026-02-10T17:05Z 46.7K followers, 21.7K engagements
"@TShirtnJeans2 Bessent and Warsh are team member"
[X Link](https://x.com/labubu_trader/status/2021344762490675693) 2026-02-10T22:05Z 46.6K followers, [---] engagements
"@jdhasoptions I use all [--] and Fidelity and have a retirement account in Vanguard🤣"
[X Link](https://x.com/labubu_trader/status/2021547467234484546) 2026-02-11T11:30Z 46.6K followers, [----] engagements
"Yesterday tested 5d ema and a "hammer" candle closed in the inverted chart"
[X Link](https://x.com/labubu_trader/status/2021605023679918274) 2026-02-11T15:19Z 46.6K followers, [----] engagements
"@Areskapitalon I think we can short it to $300"
[X Link](https://x.com/labubu_trader/status/2021686938500235694) 2026-02-11T20:45Z 46.6K followers, [----] engagements
"@Linusssslove wow nice picks thanks for sharing"
[X Link](https://x.com/labubu_trader/status/2021834129290277090) 2026-02-12T06:29Z 46.6K followers, [---] engagements
"Will start scaling back the position next week to avoid any risk in NVDA ER. And hope there will be a 10% correction in stock market in Q1 so I can add more semicaps"
[X Link](https://x.com/labubu_trader/status/2021936085778239692) 2026-02-12T13:15Z 46.7K followers, [----] engagements
"@Adaamset just added $GC/$NQ as well"
[X Link](https://x.com/labubu_trader/status/2022013551905554495) 2026-02-12T18:22Z 46.7K followers, [----] engagements
"@MikeliuAsdsf I dont think Claude can kill them in the short term but the market now is panic Nd over price in bs everywhere"
[X Link](https://x.com/labubu_trader/status/2022069624758739289) 2026-02-12T22:05Z 46.6K followers, [---] engagements
"@Morinaka_ryo @Adaamset for a short term bounce trade"
[X Link](https://x.com/labubu_trader/status/2022133428758745222) 2026-02-13T02:19Z 46.6K followers, [---] engagements
"First-time $NG trader. Longed $NG last week near $3 with only [--] contracts and sold right after the Sunday night gap up. Almost $20K less profit per contract 😭 No deep understanding thus no convictionone small pullback would scare me out. U.S. NATGAS FUTURES SURGE 9% INTRADAY TO $5.315/MMBTU U.S. NATGAS FUTURES SURGE 9% INTRADAY TO $5.315/MMBTU"
[X Link](https://x.com/labubu_trader/status/2014221259685634353) 2026-01-22T06:19Z 46.7K followers, 22.1K engagements
"Already sold my $AMKR posistion and buy $SOXS as the hedge. Also bought $DDOG $NOW and small position of other SAAS names to bet the pair trade unwind"
[X Link](https://x.com/labubu_trader/status/2014486351576748455) 2026-01-22T23:52Z 46.7K followers, 26.1K engagements
"My current semi watchlist: $camt $onto $amd $klic $cohr $cien $nvmi $plab $poet $sanm $mu $umc $vicr $vsh $rmbs $cohu $uctt $aeis $amat $asml $amkr Will watch the price action at 5d/10d MA. $LITE/$SNDK/$TTMI are already pretty expensive so not very interested unless super cheap"
[X Link](https://x.com/labubu_trader/status/2014486916813750336) 2026-01-22T23:54Z 46.7K followers, 17.6K engagements
"Bought back $KORU when it dipped this session. I made up my mind to long both SK and TW instead lol Replaced SK with Taiwan already Thanks master @edgerunner17888 for your insights. https://t.co/i4iWJegsHT Replaced SK with Taiwan already Thanks master @edgerunner17888 for your insights. https://t.co/i4iWJegsHT"
[X Link](https://x.com/labubu_trader/status/2016725487465476597) 2026-01-29T04:09Z 46.7K followers, 20.7K engagements
"This is actually bullish for gold Nikkei +5.35% following the Takaichi Victory https://t.co/SUoNHslLqN Nikkei +5.35% following the Takaichi Victory https://t.co/SUoNHslLqN"
[X Link](https://x.com/labubu_trader/status/2020735135881322826) 2026-02-09T05:42Z 46.7K followers, 11.8K engagements
"@Nathanielzzzh Unfortunately I dont have CRDO for now stopped loss at $127 already"
[X Link](https://x.com/labubu_trader/status/2021023478389051687) 2026-02-10T00:48Z 46.7K followers, [---] engagements
"Holding many semicap names given they are less crowded than storage/optical names I guess. Good news for the semicap subsystems thesis - $ICHR up 20% post market following earnings. https://t.co/LmSvQMrV01 Good news for the semicap subsystems thesis - $ICHR up 20% post market following earnings. https://t.co/LmSvQMrV01"
[X Link](https://x.com/labubu_trader/status/2021038088630436329) 2026-02-10T01:46Z 46.7K followers, 28.1K engagements
"Unfortunately he didnt show up today due to some other conflicts :( Heard Kevin Warsh will attend an off the record discussion tomorrow at Stanford GSB at 12pm pst: https://t.co/5eMBL0Ez9T Registered and will share if anything interesting. Heard Kevin Warsh will attend an off the record discussion tomorrow at Stanford GSB at 12pm pst: https://t.co/5eMBL0Ez9T Registered and will share if anything interesting"
[X Link](https://x.com/labubu_trader/status/2021322919184564376) 2026-02-10T20:38Z 46.7K followers, 11.4K engagements
"IGV is very "bullish" if inverted scale now closed all long position and turned into net short into IGV/PLTR. Will keep it as a hedge for the reset of Feb Im longing IGV/MDB for a short term bounce trade. However still prefer a short entry later on if you invert the chart this is actually super bullish 🤣 @benitoz posted a very thorough analysis why software is guilty until proven innocent highly recommended: https://t.co/JLQ0RSNiVi Im longing IGV/MDB for a short term bounce trade. However still prefer a short entry later on if you invert the chart this is actually super bullish 🤣 @benitoz"
[X Link](https://x.com/labubu_trader/status/2021604623962837083) 2026-02-11T15:17Z 46.7K followers, 29.4K engagements
"@Arronwei3n This sounds like a bear case for AAPL right"
[X Link](https://x.com/labubu_trader/status/2021947732353851648) 2026-02-12T14:01Z 46.7K followers, 25.9K engagements
"When $AAPL bounce everything will bounce: ES NQ SI GC"
[X Link](https://x.com/labubu_trader/status/2022014552729432355) 2026-02-12T18:26Z 46.7K followers, [----] engagements
"🤣🤣🤣 QQQ civil war now is officially turning into SPY super smash bros Bears [--] months ago: AI is a scam and a bubble Bears now: AI is going to eat the world and everything needs to be repriced for this eventuality Bears [--] months ago: AI is a scam and a bubble Bears now: AI is going to eat the world and everything needs to be repriced for this eventuality"
[X Link](https://x.com/labubu_trader/status/2022170548307218925) 2026-02-13T04:46Z 46.7K followers, 14.8K engagements
"@TShirtnJeans2 AI kills everything probably"
[X Link](https://x.com/labubu_trader/status/2022421999298249044) 2026-02-13T21:25Z 46.7K followers, [---] engagements
"Entered coin/qqq puts as hedge"
[X Link](https://x.com/labubu_trader/status/2022410246770348389) 2026-02-13T20:39Z 46.8K followers, [----] engagements
"Great read. Because we know that positioning drives markets not fundamentals. It feels nonsense for $WMTs P/E to be greater than $AMZNs but this is how the market rotates positions when sentiment bad. Remember market is like your wife and shes always right in short term Great read from @sam_gatlin this morning. https://t.co/vRFI52KaNP https://t.co/elu8KDLBfe Great read from @sam_gatlin this morning. https://t.co/vRFI52KaNP https://t.co/elu8KDLBfe"
[X Link](https://x.com/labubu_trader/status/2022713568131457155) 2026-02-14T16:44Z 46.8K followers, 18.3K engagements
"I think $PLTR is a great company and growing rapidly. However Anthropics story just makes it not sexy anymore and reminded more people about its high valuation. PLTR: 5B revenue run rate with $313B market cap Anthropic: 14B run rate with $380B valuation and exponential growth @amitisinvesting @michaeljburry Hey @amitisinvesting friendly reminder $PLTR is in a stage [--] downtrend. https://t.co/MjpNaKW0hw @amitisinvesting @michaeljburry Hey @amitisinvesting friendly reminder $PLTR is in a stage [--] downtrend. https://t.co/MjpNaKW0hw"
[X Link](https://x.com/labubu_trader/status/2022809776267083864) 2026-02-14T23:06Z 46.8K followers, 33.1K engagements
"We need to watch the PM price action for VIX next Wednesday (02/18) and Friday If Feb vix expiration and OPEX cant clear the vol then I think VIX hits [--] and above is a very high probability event in the next few weeks. VIX is very bullish today after the NFP/CPI print this week vix didnt crash which means the market is still in the risk off sentiment. This is abnormal and you dont even know what the market is fear of. So we might need a crash to clear the vol. https://t.co/vRLAIIAQlo VIX is very bullish today after the NFP/CPI print this week vix didnt crash which means the market is still"
[X Link](https://x.com/labubu_trader/status/2022864593622909376) 2026-02-15T02:44Z 46.8K followers, 18.9K engagements
"My current holding in the trading accounts: Long: XLU/XLI/XLE CVX/XOM/RIG CAT/DE/ADM Gold Semi caps ORCL/IGV(closed igv/pltr puts when igv hit $80 last week) LLY ULTA EWU/EWG/EWJ/EWZ Short: QQQ/ARKK COIN/MSTR"
[X Link](https://x.com/labubu_trader/status/2023442117008519423) 2026-02-16T16:59Z 46.8K followers, 13.7K engagements
"I learned this month to use inverted scale charts to find short candidates great tool for a perma-bull like me Examples: $IGV weekly "double bottom" $COIN daily "parabolic move with bull flag" like SNDK $PLTR daily "H&S bottom" $XLF "downward channel & 200d SMA breakout""
[X Link](https://x.com/labubu_trader/status/2022720261158731866) 2026-02-14T17:11Z 46.8K followers, 14.9K engagements
"@ai_babysitter @TJ_Research Also whenever Citrini calls out something you need to buy it ASAP. On ENPH ER that day when stock price +10% AH Citrini called out the short interest on $ENPH was too heavy. It led their fans to short squeeze $ENPH another 40% more the next day.🤣"
[X Link](https://x.com/labubu_trader/status/2022859294425956384) 2026-02-15T02:23Z 46.8K followers, 55.6K engagements
"I think @Citrini7 @michaeljburry @SemiAnalysis_ Those creators already have the power to impact any stock in the market with their analysis. And I believe their impact is way more than any sell side now. @ai_babysitter @TJ_Research Also whenever Citrini calls out something you need to buy it ASAP. On ENPH ER that day when stock price +10% AH Citrini called out the short interest on $ENPH was too heavy. It led their fans to short squeeze $ENPH another 40% more the next day.🤣 @ai_babysitter @TJ_Research Also whenever Citrini calls out something you need to buy it ASAP. On ENPH ER that day when"
[X Link](https://x.com/labubu_trader/status/2022860359107817833) 2026-02-15T02:27Z 46.8K followers, 52.8K engagements
"@benitoz My two random guess : [--]. G needs to optimize dedicatly for benchmark(for example ML compiler) which is a waste of their engineer resources as the benchmark workload could be very different from the real world one. [--]. G might fully optimize for the inference TCO and latency"
[X Link](https://x.com/labubu_trader/status/2023156653575778735) 2026-02-15T22:05Z 46.8K followers, [----] engagements
"@gnievchenko Yes hedge"
[X Link](https://x.com/labubu_trader/status/2023446868752298078) 2026-02-16T17:18Z 46.8K followers, [---] engagements
"Finally got my small joint account with my wife opened over $1M today started with around $270K last August. There are [--] major trading themes for me in Feb: [--]. Semi crowded long and potential crash post NVDA ER [--]. IGV rebounce I'm trading $ORCL/$MSFT/$MDB/$DOCN [--]. Long Japan Nikkei to [-----] [--]. Chinese lunar new year trade buy any dips in gold/silver/copper/hstech before it and sell post it. https://twitter.com/i/web/status/2020906934824841399 https://twitter.com/i/web/status/2020906934824841399"
[X Link](https://x.com/labubu_trader/status/2020906934824841399) 2026-02-09T17:05Z 46.8K followers, 43.1K engagements
"@bichengliang @TShirtnJeans2 yes"
[X Link](https://x.com/labubu_trader/status/2020932968416739761) 2026-02-09T18:49Z 46.8K followers, [---] engagements
"VIX is very bullish today after the NFP/CPI print this week vix didnt crash which means the market is still in the risk off sentiment. This is abnormal and you dont even know what the market is fear of. So we might need a crash to clear the vol"
[X Link](https://x.com/labubu_trader/status/2022407862136508634) 2026-02-13T20:29Z 46.8K followers, 50.5K engagements
"@TJ_Research I also paid for his sub but never read it. whenever he calls out any long/short I bought the weekly/0dte puts/calls as soon as I received the notification His thesis is totally bullshit(long GME/MOH/LULU short PLTR) but his fan base is huge and you can just ride the fund flow"
[X Link](https://x.com/labubu_trader/status/2022811383163949468) 2026-02-14T23:13Z 46.8K followers, 15.3K engagements
"@extliqprovider Oversold to a nonsensical level and Mr. Citrini called it out. Another tailwind is the 10-year rate dipping which will help lower ORCLs debt rate and unwind shorts on the stock. The private credit folks were shorting ORCL stock as the hedge all the way"
[X Link](https://x.com/labubu_trader/status/2023444941347975311) 2026-02-16T17:10Z 46.8K followers, 16.3K engagements
"@ChainTrek10 @ConnorJBates_ has a great list and Im holding almost half of the names on the list: https://x.com/connorjbates_/status/2021782792439251159s=61 Semiconductor Equipment & Materials YTD Performance https://t.co/h6VTAyIvrz https://x.com/connorjbates_/status/2021782792439251159s=61 Semiconductor Equipment & Materials YTD Performance https://t.co/h6VTAyIvrz"
[X Link](https://x.com/labubu_trader/status/2023455086396256648) 2026-02-16T17:51Z 46.8K followers, [---] engagements
"@Areskapitalon nice call SMH/SOXX is super crowded long right now any negative catalyst can easily bring it down"
[X Link](https://x.com/labubu_trader/status/2019113132837466222) 2026-02-04T18:17Z 46.7K followers, [---] engagements
"@ferderser safe heaven until nvda ER" 😂"
[X Link](https://x.com/labubu_trader/status/2019806536886083704) 2026-02-06T16:12Z 46.7K followers, [---] engagements
"@insane_analyst GOAT"
[X Link](https://x.com/labubu_trader/status/2019847127883747627) 2026-02-06T18:54Z 46.8K followers, [----] engagements
"Our medical isurance removed the coverage of Zepbound this year and everyone has to switch to Wegovy which is fully covered without any cost. Not sure if this applies to all medical insurance in the US. If so it would be very bearish to $LLY and bullish for $NVO"
[X Link](https://x.com/labubu_trader/status/2019899221881811274) 2026-02-06T22:21Z 46.8K followers, 27.7K engagements
"@maitian99 lol I dont think I have such a big impact"
[X Link](https://x.com/labubu_trader/status/2019907248630493285) 2026-02-06T22:53Z 46.7K followers, [----] engagements
"@frankyluan warsh is actually pro KRE I already started a small position on it"
[X Link](https://x.com/labubu_trader/status/2020193512260792506) 2026-02-07T17:50Z 46.7K followers, [----] engagements
"@beefcubee @Balder13946731 [---] culture you have to move to the apartment across the street to survive. My friend rented an apartment across the street to save 40mins one way commute per day:("
[X Link](https://x.com/labubu_trader/status/2020195792468971736) 2026-02-07T17:59Z 46.7K followers, [---] engagements
"Closely watching Warsh as the new Fed chair is actually positive to KRE Friendly reminder that Regional Banks are on the cusp of a multiyear breakout. $KRE https://t.co/afOlylKNq3 Friendly reminder that Regional Banks are on the cusp of a multiyear breakout. $KRE https://t.co/afOlylKNq3"
[X Link](https://x.com/labubu_trader/status/2020734311931252947) 2026-02-09T05:39Z 46.8K followers, 18.4K engagements
"@zhotin5 Irresponsible fiscal spending is bearish for the long bond but bullish for gold. Gold is a powerful tool to short the credibility of the government short fiat currency and their shitty bonds. Also more liquidity is also supportive for gold"
[X Link](https://x.com/labubu_trader/status/2020737654414016867) 2026-02-09T05:52Z 46.8K followers, [---] engagements
"Im longing IGV/MDB for a short term bounce trade. However still prefer a short entry later on if you invert the chart this is actually super bullish 🤣 @benitoz posted a very thorough analysis why software is guilty until proven innocent highly recommended: https://open.substack.com/pub/benitoz/p/is-software-dead-who-survives-when $IGV The Grand Mother of all Mother of All Trendlines (MOAT) My goodness what a trendline Multiple touches dating back to the [----] lows. + potential quad ish bottom + record daily volume + record low Daily RSI But will it get respected https://t.co/eiMyxoOqVD"
[X Link](https://x.com/labubu_trader/status/2020738032731934899) 2026-02-09T05:54Z 46.8K followers, 43.8K engagements
"@extliqprovider yes SNDK/WDC helped me a lot I called it before Sora2 and added more post Sora2 release"
[X Link](https://x.com/labubu_trader/status/2020914451625763156) 2026-02-09T17:35Z 46.8K followers, [----] engagements
"@TShirtnJeans2 My current holdings of optical names are LITE/COHR/TSEM/AXTI/GLW/CIEN"
[X Link](https://x.com/labubu_trader/status/2020919373683360163) 2026-02-09T17:55Z 46.8K followers, [---] engagements
"@AlfUnited @TShirtnJeans2 I'd hope it will have a sharp selloff so I can add more of it"
[X Link](https://x.com/labubu_trader/status/2020920250070597917) 2026-02-09T17:58Z 46.7K followers, [---] engagements
"@Spheniscidae007 I'm thinking of keeping optical and semicap names with SMH monthly put as the hedge will buy puts next week. And buy more those names if there is any selloff. Super bullish on them"
[X Link](https://x.com/labubu_trader/status/2020921307471516067) 2026-02-09T18:02Z 46.8K followers, [----] engagements
"@Balder13946731 can you make an english version please"
[X Link](https://x.com/labubu_trader/status/2020923356460233195) 2026-02-09T18:10Z 46.8K followers, [----] engagements
"$APP is also pumping AH. Basically it's just a bunch of HK/Chinese hedge funds who shorted $APP and $CRDO together covering their shorts. $CRDO CREDO just preannounced $406M 18% above their own guide. 51% QoQ growth. Everyone's missing the nuance: copper isn't dead. It's eating optics from below. https://t.co/io83kiyDoP https://t.co/2kRzNE95P4 $CRDO CREDO just preannounced $406M 18% above their own guide. 51% QoQ growth. Everyone's missing the nuance: copper isn't dead. It's eating optics from below. https://t.co/io83kiyDoP https://t.co/2kRzNE95P4"
[X Link](https://x.com/labubu_trader/status/2020992618478624818) 2026-02-09T22:46Z 46.8K followers, 22.9K engagements
"@bubbleboi Dope"
[X Link](https://x.com/labubu_trader/status/2021033990548050288) 2026-02-10T01:30Z 46.8K followers, [---] engagements
"@frankyluan Please be cautious bout DDOG's ER it's just inline"
[X Link](https://x.com/labubu_trader/status/2021034130549637180) 2026-02-10T01:31Z 46.8K followers, [----] engagements
"@jukan05 You can set to only get notified when followed accounts commented. Or turn off the comments to allow followed accounts to comment only"
[X Link](https://x.com/labubu_trader/status/2021222126137581865) 2026-02-10T13:58Z 46.8K followers, [----] engagements
"@BobertBedford @lord_fed Yes but I think semi lovers only need to be cautious about NVDA er right now"
[X Link](https://x.com/labubu_trader/status/2021223601773445453) 2026-02-10T14:03Z 46.8K followers, [---] engagements
"no he didnt come today :("
[X Link](https://x.com/labubu_trader/status/2021322813316206940) 2026-02-10T20:38Z 46.8K followers, [----] engagements
"sorry 10d EMA"
[X Link](https://x.com/labubu_trader/status/2021620892384776597) 2026-02-11T16:22Z 46.8K followers, [----] engagements
"I think $ALAB can be used as a short hedge/funding short in the semi sector. It has a very concentrated customer (AWS) and from this ER it looks like margin compression will be inevitable in the future. Very healthy chart 🤡 https://t.co/pfSSf5zknj Very healthy chart 🤡 https://t.co/pfSSf5zknj"
[X Link](https://x.com/labubu_trader/status/2021627562666213447) 2026-02-11T16:49Z 46.8K followers, 21.1K engagements
"my target price for the short term is $80"
[X Link](https://x.com/labubu_trader/status/2021641894871412882) 2026-02-11T17:46Z 46.8K followers, [----] engagements
"@dawgbrake You did better than Micheal Burry"
[X Link](https://x.com/labubu_trader/status/2021822033714458665) 2026-02-12T05:41Z 46.8K followers, [---] engagements
"@ExaltedFoks Yes closed all software longs at the opening"
[X Link](https://x.com/labubu_trader/status/2021822178749256164) 2026-02-12T05:42Z 46.8K followers, [---] engagements
"Holding half of the names on the list 🎉🎉 Semiconductor Equipment & Materials YTD Performance https://t.co/h6VTAyIvrz Semiconductor Equipment & Materials YTD Performance https://t.co/h6VTAyIvrz"
[X Link](https://x.com/labubu_trader/status/2021931295333650491) 2026-02-12T12:56Z 46.8K followers, 32.3K engagements
"@SwaggityPigFig roughly 60% for all [--] accounts smaller accounts such as the 50k one opened in Jan already 3X"
[X Link](https://x.com/labubu_trader/status/2021932605852332295) 2026-02-12T13:01Z 46.8K followers, [---] engagements
"@gunnaosrs Yes upside potential semi cap optical storage"
[X Link](https://x.com/labubu_trader/status/2021935218832424962) 2026-02-12T13:11Z 46.8K followers, [---] engagements
"@itsDanielWu Very insightful thanks"
[X Link](https://x.com/labubu_trader/status/2021938463982121353) 2026-02-12T13:24Z 46.8K followers, [----] engagements
"@102030mmp @ivanalog_com Yes thats why I think NVDA ER is dangerous as semi is super crowded right now"
[X Link](https://x.com/labubu_trader/status/2021946894914834599) 2026-02-12T13:58Z 46.8K followers, [---] engagements
"Bullish Kioxia - Bearish AAPL + tons of other neg catalysts - AAPL selloff - ES/NQ down - trigger CTA/vol control sell off. Also CPI hedge flow also expedite the selloff @Arronwei3n This sounds like a bear case for AAPL right @Arronwei3n This sounds like a bear case for AAPL right"
[X Link](https://x.com/labubu_trader/status/2022010434363306184) 2026-02-12T18:10Z 46.8K followers, 21.6K engagements
"closed $IGV short for now as $80 target hits IGV is very "bullish" if inverted scale now closed all long position and turned into net short into IGV/PLTR. Will keep it as a hedge for the reset of Feb https://t.co/srdojRJvzP IGV is very "bullish" if inverted scale now closed all long position and turned into net short into IGV/PLTR. Will keep it as a hedge for the reset of Feb https://t.co/srdojRJvzP"
[X Link](https://x.com/labubu_trader/status/2022010991765233863) 2026-02-12T18:12Z 46.8K followers, [----] engagements
"Negative Gamma also helped the acceleration"
[X Link](https://x.com/labubu_trader/status/2022018511351185416) 2026-02-12T18:42Z 46.8K followers, [----] engagements
"@vikingeatmoon1 yes"
[X Link](https://x.com/labubu_trader/status/2022020277836894453) 2026-02-12T18:49Z 46.8K followers, [---] engagements
"Will $TEM $LMND the next targets"
[X Link](https://x.com/labubu_trader/status/2022030549528064262) 2026-02-12T19:30Z 46.8K followers, [----] engagements
"@himself65 Join the English corner please"
[X Link](https://x.com/labubu_trader/status/2022166364669296760) 2026-02-13T04:30Z 46.8K followers, [----] engagements
"@bromomento517 I think it will go lower. But would like to wait for the confirmation first"
[X Link](https://x.com/labubu_trader/status/2022294756618015171) 2026-02-13T13:00Z 46.8K followers, [---] engagements
"Markets were expecting a tariff-impacted hot CPI print today but they were dead wrong The next few months will see a choppy environment for all assets including commodities as the debate between AI kills everything and deflationary vs Trump/Takachi are reflationary intensifies https://twitter.com/i/web/status/2022372522877161703 https://twitter.com/i/web/status/2022372522877161703"
[X Link](https://x.com/labubu_trader/status/2022372522877161703) 2026-02-13T18:09Z 46.8K followers, [----] engagements
"@yiantony Need to check the vix option position will keep you updated"
[X Link](https://x.com/labubu_trader/status/2022417139077091788) 2026-02-13T21:06Z 46.8K followers, [---] engagements
"I mean index crash to release the vol"
[X Link](https://x.com/labubu_trader/status/2022516723078111328) 2026-02-14T03:42Z 46.8K followers, [----] engagements
"@SwaggityPigFig Yes long semi caps and optical"
[X Link](https://x.com/labubu_trader/status/2022516793127191024) 2026-02-14T03:42Z 46.8K followers, [---] engagements
"@0x_Vivek Yes in the risk off environment market is seeking for steady cash flow"
[X Link](https://x.com/labubu_trader/status/2022717362978566556) 2026-02-14T16:59Z 46.7K followers, [---] engagements
"This is why when I short $IGV I set $80 as the target price and then a short term long $IGV after closed the short position. When it's confirmed to lost $80. stop loss and double down on shorts"
[X Link](https://x.com/labubu_trader/status/2022721481885827211) 2026-02-14T17:15Z 46.8K followers, [----] engagements
"@TJ_Research So far win rate 100% total profits can pay for his subs for [---] years"
[X Link](https://x.com/labubu_trader/status/2022811594338840693) 2026-02-14T23:14Z 46.8K followers, [----] engagements
"SAAS sector is valued at PS multiple instead of PE. The assumption is based on high growth rate/gross margin(not net margin)/retention rate Using the valuation method all SAAS including PLTR looks expensive compared to Anthropic Thats one reason why we are seeing big PS multiple compression recently https://twitter.com/i/web/status/2022816712115261935 https://twitter.com/i/web/status/2022816712115261935"
[X Link](https://x.com/labubu_trader/status/2022816712115261935) 2026-02-14T23:34Z 46.8K followers, [----] engagements
"@KevinXInvest [---] is not a stable price level I think. When QQQ hits [---] SPX would be below [----] where there is no gamma protection and CTA big sell-off levels get triggered. VIX might hit [--] where negative gamma from VIX options can shoot it higher"
[X Link](https://x.com/labubu_trader/status/2022861898438336779) 2026-02-15T02:33Z 46.8K followers, [----] engagements
"@Mr_Derivatives I like Amit a lot better but I paid Micheal Burry to ride the fund flow from his fans LFG"
[X Link](https://x.com/labubu_trader/status/2022869261895827525) 2026-02-15T03:03Z 46.8K followers, [----] engagements
"@iamai_eth congrats"
[X Link](https://x.com/labubu_trader/status/2023233392696086884) 2026-02-16T03:10Z 46.8K followers, [----] engagements
"@trypamiedope Short both as hedge"
[X Link](https://x.com/labubu_trader/status/2023444166597136585) 2026-02-16T17:07Z 46.8K followers, [---] engagements
"Not financial advice everything is short term trades here"
[X Link](https://x.com/labubu_trader/status/2023450465116319961) 2026-02-16T17:32Z 46.8K followers, [----] engagements
"I think Michael Burrys new strategy is much smarter in two ways: [--]. Shorting single names instead of indexes [--]. Publicly sharing concrete theses to convince people and build consensus People think hes selling subscriptions for a living. No whatever BS he wrote doesnt matter. Hes actually building an efficient distributed crowd funded short-selling institution without the need for 13F filings or SEC surveillance. A look at all of Michael Burry's recent predictions. In [----] Predicted the collapse of the subprime mortgage market - Housing market crashes in [----] Global Financial Crisis. On Dec"
[X Link](https://x.com/labubu_trader/status/2023465642624680412) 2026-02-16T18:32Z 46.8K followers, 43.1K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@labubu_trader 3X Long Labubu3X Long Labubu posts on X about bullish, level, closed, gold the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Social category influence finance #3269 stocks #4211 technology brands 10.69% countries 3.14% currencies 1.89% cryptocurrencies 1.26% automotive brands 1.26% travel destinations 0.63% financial services 0.63% gaming 0.63%
Social topic influence bullish #281, level #1416, closed #1496, gold #2249, in the 5.03%, this is 4.4%, $igv #13, breakout #292, ai 3.14%, sunday 2.52%
Top accounts mentioned or mentioned by @tshirtnjeans2 @frankyluan @econstratpb @relentlessbid @zevach1984 @balder13946731 @spheniscidae007 @areskapitalon @extliqprovider @ryanhingshing @dawgbrake @tjresearch @swaggitypigfig @madequities @mat78704 @bubbleboi @ynzchn1545156 @issacstocks @aristonmacro @maitian99
Top assets mentioned Palantir Technologies Inc. (PLTR) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Micron Technology, Inc. (MU) Amkor Technology Inc (AMKR) Enphase Energy Inc (ENPH) Oracle Corporation (ORCL) ARK Innovation ETF (ARKK) Broadcom, Inc. (AVGO) Applied Optoelectronics, Inc. (AAOI) Alibaba Group (BABA) Shoulder Innovations, Inc. (SI)
Top posts by engagements in the last [--] hours
"Anthropic: Avada Kedavra"
X Link 2026-02-12T19:28Z 46.8K followers, 11.2K engagements
"$ARKK weekly "cup and handle" lol"
X Link 2026-02-14T17:11Z 46.8K followers, [----] engagements
"Glad to see Andy realized speed of delivery and quality is way more important than the margin shit. Just choose AVGO and abandon this MRVL/Alchip shit. AWS Tranium [--] encountered with redesign issue again lately. As a result its mass production starting time might be delayed from originally end-1Q26 to end-2Q26. Meanwhile AWS also introduced Broadcom into its Tranium [--] supply chain: https://t.co/lKCutcpJOI AWS Tranium [--] encountered with redesign issue again lately. As a result its mass production starting time might be delayed from originally end-1Q26 to end-2Q26. Meanwhile AWS also introduced"
X Link 2025-11-18T01:42Z 46.7K followers, 24.8K engagements
"@frankyluan Make sense I took profits on 3/4 of my gold/silver positions today. see gold will retrace to 45xx level next week to re-enter"
X Link 2026-01-21T00:14Z 46.7K followers, 110.9K engagements
"I think gold/silvers retracement risk is high in the next few days: [--]. Feb options expire next Tue whichll create large sell pressure as calls unwind [--]. What if he TACO [--]. A rising 10yr yield is against gold [--]. G/S ratio is extremely low at this point But will buy next week @frankyluan Make sense I took profits on 3/4 of my gold/silver positions today. see gold will retrace to 45xx level next week to re-enter @frankyluan Make sense I took profits on 3/4 of my gold/silver positions today. see gold will retrace to 45xx level next week to re-enter"
X Link 2026-01-21T02:44Z 46.4K followers, 768.4K engagements
"@countkc @bubbleboi I was an LP of a VC fund and the GP built a separate spv with low fee low carry structure and have the fund LP commit. So its our own SPV"
X Link 2026-01-24T22:15Z 46.6K followers, [---] engagements
"We saw big sell pressure today before the option expiration at 1:30PM EST Now Silver/Gold passed one big test and no crash let's see how FOMC plays out tomorrow I'm leaning towards a more "dovish" FOMC although no rates cut. Given the current market expectation is too hawkish. I wouldnt short it unless the Sunday bullish gap is filled. Silver is moving parabolically with larger volume and price range each day its a topping process. However its hard to time it. Ill wait until after Tuesdays options expiration and FOMC to see how it plays out. I wouldnt short it unless the Sunday bullish gap is"
X Link 2026-01-27T19:14Z 46.6K followers, 76.9K engagements
"$AAOI has a weekly cup and handle. If their management could deliver what they committed this would be the cheapest optical play. @insane_analyst had a great coverage about it Will keep watching the price action and the progress towards 1.6T and the deployment in AMZN/ORCL before jumping in. https://substack.com/home/post/p-182143835 $aaoi it is the perfecto retardo stock. Basically only optics name u can buy w a market cap still down here. Obviously was run like shit but at this point hyperscale gonna want more supply around. https://substack.com/home/post/p-182143835 $aaoi it is the"
X Link 2026-01-28T18:01Z 46.5K followers, 18.5K engagements
"$MSFT caused a big shock across all markets. Funds were selling gold and silver too either because they were margin-called or because foreign funds cut their US dollar hedges when selling tech names. I already added $EWG $BABA $EEM $KORU and added $GC/$RTY futures"
X Link 2026-01-29T16:29Z 46.5K followers, 46K engagements
"People are thinking Warsh is hawkish but why would Mr T spent so much time to pick a hawkish Fed chair He just needs someone who doesnt look like a bootlicker to convince the other Fed members to continue cutting rates even when economy is growing strongly Kevin Warsh killed me with dollar rebounds/long end rates surge killed everything overnight. stoppped loss on GC entered around [----] and will watch if 4950/5050 holds otherwise will wait at $4830 level Kevin Warsh killed me with dollar rebounds/long end rates surge killed everything overnight. stoppped loss on GC entered around [----] and"
X Link 2026-01-30T14:02Z 46.5K followers, 22.2K engagements
"Also sold my EM exposure including China Will revisit the thesis after the weekend. @mylittleoreo1 @ynzchn1545156 @Corsica267 Yes long end rate surge + dollar surge kills every asset. Just hold cash and wait @mylittleoreo1 @ynzchn1545156 @Corsica267 Yes long end rate surge + dollar surge kills every asset. Just hold cash and wait"
X Link 2026-01-30T18:49Z 46.5K followers, 33.1K engagements
"$SI my level of interest is the previous breakout point of the cup and handle at around $81. Again I will not buy today and hope it will be tested multiple times in the next few weeks during the consolidation phase. For a big selloff like this I'd be patient and wait until a real bottom forms. The bottom needs to be tested multiple times on the daily timeframe. For a big selloff like this I'd be patient and wait until a real bottom forms. The bottom needs to be tested multiple times on the daily timeframe"
X Link 2026-01-30T19:31Z 46.5K followers, 13.7K engagements
"Short when both daily and weekly are confirmed from the technical setup. BTC is highly liquidity-sensitive and Mr. Warsh seems to prefer QT instead. Crypto bulls have a strong fear brewing over the weekend. If $74K cant hold then $50K$60K is the next stop @Balder13946731 Me BTC weekly inverse cup and handle Daily breakout of bear flag to the downside actually 3days ago https://t.co/nqDmaUYbz6 @Balder13946731 Me BTC weekly inverse cup and handle Daily breakout of bear flag to the downside actually 3days ago https://t.co/nqDmaUYbz6"
X Link 2026-01-31T19:56Z 46.5K followers, 19.4K engagements
"I feel the big uncertainty of Warsh Shock is hanging over all markets right now. Itd introduce big volatility in all markets in the short term until he addresses it But I believe itll be nothing burger after that. So Im seeing the Feb weakness as a buying opportunity still"
X Link 2026-02-01T15:16Z 46.6K followers, 17.3K engagements
"Still kept my european stocks exposure and actually added more today. Shorted EURUSD since Friday and doubled shorts on Sunday night. I think EURO is going back to [----] level eventually which would be positive for european stocks. Also sold my EM exposure including China Will revisit the thesis after the weekend. Also sold my EM exposure including China Will revisit the thesis after the weekend"
X Link 2026-02-02T18:28Z 46.6K followers, 15.2K engagements
"My US stock holdings are mostly in these categories now with small exposures in the tech sectors. I'll take profits on GOOG/AMZN before the ERs. And XLF/XLI will be cut if I see any major SPX selloff coming. In summary I'll be cautious and stay in a risk off mode for Feb. NFA"
X Link 2026-02-02T18:45Z 46.6K followers, 43.2K engagements
"Finally the market joined me in the risk off mode. Today is clearly Risk-Off Defensive sector $XLP is up +2% while tech sector $XLK is down -2% This only happened in 2000-2001 dot-com bust & January [----] (before Trump tariffs crash). https://t.co/UjZcZlLZmc Today is clearly Risk-Off Defensive sector $XLP is up +2% while tech sector $XLK is down -2% This only happened in 2000-2001 dot-com bust & January [----] (before Trump tariffs crash). https://t.co/UjZcZlLZmc"
X Link 2026-02-03T18:27Z 46.6K followers, 23.8K engagements
"When QQQ are screaming this week I'm just chill and enjoy the show everyday. I'm also holding $ULTA $EL $MNST for XLP $CVX $XOM $MPC for XLE $CAT $DE for XLI My US stock holdings are mostly in these categories now with small exposures in the tech sectors. I'll take profits on GOOG/AMZN before the ERs. And XLF/XLI will be cut if I see any major SPX selloff coming. In summary I'll be cautious and stay in a risk off mode for Feb. NFA. https://t.co/HMCuqgkh89 My US stock holdings are mostly in these categories now with small exposures in the tech sectors. I'll take profits on GOOG/AMZN before the"
X Link 2026-02-04T17:33Z 46.6K followers, 22.9K engagements
"my large trading account is +2.5% today and small trading account is 10% almost started with $50k on the first day of 2026"
X Link 2026-02-04T17:36Z 46.6K followers, [----] engagements
"@Spheniscidae007 Warsh shock It started with gold and silver. Its seasonality plus uncertainty around Warshs policy(I think market is overreacting for sure though)"
X Link 2026-02-04T17:39Z 46.6K followers, [---] engagements
"@MacrostratPB Me sold everything except SNDK last Friday and sold SNDK then longed XLE/XLP on Monday"
X Link 2026-02-04T18:41Z 46.6K followers, [---] engagements
"@Jack870202 Not pair trade if I do pair trade I would long IGV short SMH today"
X Link 2026-02-04T19:10Z 46.7K followers, [---] engagements
"closed my smh puts already"
X Link 2026-02-04T19:22Z 46.6K followers, 50.7K engagements
"@AtulyaGopaljee I think CRDO is mispriced but I'd not fight the market in the short term. Will add it back before the next ER"
X Link 2026-02-04T20:28Z 46.7K followers, [---] engagements
"The market is like my wife: Id never argue with her when shes in the mood. Shes always right I think many names are mispriced but Id never fight the market or catch a falling knife in the short termuntil the last retarded seller has dumped the last share. @KikeroTamagawa @itsDanielWu @Balder13946731 The market doesnt care they short all software names even the AI winners DDOG/MDB/SNOW The major reason is not only the narrative against software but also their software business is pretty weak recently from a few checks and got down-rated by sell sides. @KikeroTamagawa @itsDanielWu"
X Link 2026-02-04T20:31Z 46.6K followers, 20.9K engagements
"@ZooBosss google er with explosive capex"
X Link 2026-02-04T21:55Z 46.6K followers, [----] engagements
"@EconstratPB Entered from last week with EWU call🤝"
X Link 2026-02-05T12:27Z 46.6K followers, [----] engagements
"@jukan05 Moodys stock was also crashed 😅"
X Link 2026-02-05T12:29Z 46.6K followers, [----] engagements
"@0xWaroy With such a big sell off the sentiment is extremely negative. I dont expect they can easily bounce off to their original level. I believe the bottoming will take a long time. Id not rush to buy any names aggressively and I only got some lottery $IGV calls from yesterday"
X Link 2026-02-05T12:36Z 46.6K followers, [---] engagements
"@EconstratPB I need to revisit if I should take profits for my EUR short here given the ECB meeting today But I would not cut my Europe stocks exposures: https://x.com/labubu_trader/status/2018391192187351475s=46 Still kept my european stocks exposure and actually added more today. Shorted EURUSD since Friday and doubled shorts on Sunday night. I think EURO is going back to [----] level eventually which would be positive for european stocks. https://x.com/labubu_trader/status/2018391192187351475s=46 Still kept my european stocks exposure and actually added more today. Shorted EURUSD since"
X Link 2026-02-05T13:29Z 46.6K followers, [---] engagements
"Gladly I sold all of my semi puts yesterday. Semiconductors are the strongest sector in the market today after Google's explosive capex increase announced in yesterday's earnings report. I'm starting to add back my semi positions and only added the ones still performing strongly today. Will add more if NQ slides to 24000: I don't see any fundamental or macro weakness for semis. Will hold until NVDA's earnings to cut. NFA. https://www.tradingview.com/watchlists/319555984/ closed my smh puts already https://www.tradingview.com/watchlists/319555984/ closed my smh puts already"
X Link 2026-02-05T17:29Z 46.6K followers, 82.4K engagements
"@awxkes I'd rather buy AMD instead"
X Link 2026-02-05T17:47Z 46.6K followers, [----] engagements
"@IssacStocks Agreed"
X Link 2026-02-05T18:14Z 46.6K followers, [----] engagements
"@IssacStocks Fully prepared for a lower low but not expecting semi to have a further sharp sell off"
X Link 2026-02-05T18:15Z 46.6K followers, [---] engagements
"@agnostoxxx Semi the strongest among techs still I believe it will hold until NVDa ER Also added some XLI and XLE names"
X Link 2026-02-05T18:34Z 46.6K followers, [----] engagements
"@Ariston_Macro Exactly its like a scar or PTSD. Bulls especially those who FOMOed need time to comfort themselves and regroup. Only time can heal the wounds and pain. Thats why theres supposed to be a long consolidation phase after this parabolic upmove and violent down"
X Link 2026-02-05T18:39Z 46.6K followers, 20.2K engagements
"@boots_riding Yes Im just having no semi position any more need to add it back. If you already have no need to rush"
X Link 2026-02-05T18:40Z 46.6K followers, [----] engagements
"@makabakabak @Ariston_Macro violatility will go down eventually time would heal"
X Link 2026-02-05T22:16Z 46.7K followers, [----] engagements
"Humans participate in the market so the market acts like a human. They have emotions and memory. @Ariston_Macro Exactly its like a scar or PTSD. Bulls especially those who FOMOed need time to comfort themselves and regroup. Only time can heal the wounds and pain. Thats why theres supposed to be a long consolidation phase after this parabolic upmove and violent down. @Ariston_Macro Exactly its like a scar or PTSD. Bulls especially those who FOMOed need time to comfort themselves and regroup. Only time can heal the wounds and pain. Thats why theres supposed to be a long consolidation phase"
X Link 2026-02-05T23:28Z 46.6K followers, 16.3K engagements
"Big win today. Semi's narrative got strongly reinforced in the MAG7 ER. It's acting like a safe haven now despite big sell pressure this week. I'd expect this sector to get even more crowded than before until NVDA ER. I will definitely take profits aggressively before it to avoid the risk. Gladly I sold all of my semi puts yesterday. Semiconductors are the strongest sector in the market today after Google's explosive capex increase announced in yesterday's earnings report. I'm starting to add back my semi positions and only added the ones still performing https://t.co/mTsuV5UaK2 Gladly I sold"
X Link 2026-02-06T15:26Z 46.7K followers, 32.5K engagements
"@bubbleboi I'm a Chinese but not rich I would rather be the latter one"
X Link 2026-02-06T16:53Z 46.6K followers, [----] engagements
"Big trading account and mini trading account today"
X Link 2026-02-06T17:27Z 46.6K followers, [----] engagements
"@abcampbell Congrats pledged support before and immediately convert into paid subs yesterday. To be honest No. [--] on the list is good for playing 0dte and weekly option only😂 No. [--] is totally garbage"
X Link 2026-02-06T18:11Z 46.6K followers, [----] engagements
"@pacificslegnd You will be 10x more than me"
X Link 2026-02-06T21:07Z 46.7K followers, [---] engagements
"@happyoboeplayer Aetna"
X Link 2026-02-06T22:54Z 46.6K followers, [----] engagements
"@maitian99 Betting earnings releases is dangerous. No matter how bullish I am on the names Id cut exposure before the report and add it back post it"
X Link 2026-02-07T02:18Z 46.6K followers, [----] engagements
"@KevinXInvest Peter Brandt said diamond could also be a continuation pattern"
X Link 2026-02-07T14:30Z 46.6K followers, [---] engagements
"@EconstratPB When come to Bay Area"
X Link 2026-02-07T17:57Z 46.6K followers, [----] engagements
"Ive literally closed one of my seven stock account and invested into Anthropics $350B round in Jan even though I have to pay high management fees to the GPs. Tired of this QQQ civil war and trying to chill a little bit"
X Link 2026-02-07T18:06Z 46.6K followers, 43K engagements
"@EconstratPB Please let me know when you come Mr David"
X Link 2026-02-07T18:07Z 46.6K followers, [---] engagements
"@Balder13946731 Actually positive for airline if passengers can lose weight by 10% airline names can increase their EPS by 4%. 🤣"
X Link 2026-02-07T18:54Z 46.6K followers, [----] engagements
"$IGV has dipped almost 20% since that day. The QQQ Civil War is real in [----] and it's no longer a retail-investor-friendly environment. Buying and holding single names is getting harder. It's an active traders market. Itll be a tough year to trade tech stocks as you will see narratives like : AI agent kills SAAS(including MSFT) OAI takes Ads market share; AI e-commerce takes AMZNs market share . Its like civil war within QQQ and the big players like OAI/Anthropic are still not public yet Itll be a tough year to trade tech stocks as you will see narratives like : AI agent kills SAAS(including"
X Link 2026-02-07T21:19Z 46.7K followers, 34.8K engagements
"This sounds way more reasonable than SemiAnalysiss complete rule-out of $MU in the HBM4 supply. * Korea Economic Daily: NVIDIA allocated the HBM4 volume it needs to the three memory makers last December with the split at mid-to-high 50% for SK hynix mid-20% for Samsung Electronics and around 20% for Micron. ** This report runs contrary to SemiAnalysiss estimates. * Korea Economic Daily: NVIDIA allocated the HBM4 volume it needs to the three memory makers last December with the split at mid-to-high 50% for SK hynix mid-20% for Samsung Electronics and around 20% for Micron. ** This report runs"
X Link 2026-02-09T05:45Z 46.6K followers, 27.8K engagements
"@relentlessbid Thanks Look forward to the new one"
X Link 2026-02-09T06:00Z 46.6K followers, [---] engagements
"@frankyluan I wouldnt short with large positions before OPEX"
X Link 2026-02-09T06:59Z 46.6K followers, [----] engagements
"Another positive catalyst for gold *CHINA URGES BANKS TO CURB US TREASURIES EXPOSURE ON MARKET RISK *CHINA URGES BANKS TO CURB US TREASURIES EXPOSURE ON MARKET RISK"
X Link 2026-02-09T07:00Z 46.6K followers, 17.3K engagements
"@ivanalog_com Bro it doesnt rhyme. 🤣"
X Link 2026-02-09T08:39Z 46.6K followers, [----] engagements
"@0x_Vivek Chinese are selling to take profits for the new year holiday. As Shanghai Future Exchange will be closed next week"
X Link 2026-02-09T17:13Z 46.6K followers, [----] engagements
"@TShirtnJeans2 Yes optical names and semicap names"
X Link 2026-02-09T17:15Z 46.6K followers, [----] engagements
"@usakes_zhang @ShanghaoJin @frankyluan high capex"
X Link 2026-02-09T17:44Z 46.6K followers, [---] engagements
"@TShirtnJeans2 not concern at all for semi my only concern is the NVDA ER. Even it might beat everyone's expectation the insitutional crowded long position might trigger the selloff anyway"
X Link 2026-02-09T17:54Z 46.6K followers, [---] engagements
"@dawgbrake long semis since last Thursday the plan: not a fully risk on to me UVOL is 56.48% now bulls are hesitate to rush in and not too much fomo today. All of my trades are short term right now not holding over two weeks https://x.com/labubu_trader/status/2019463367581421669s=20 Gladly I sold all of my semi puts yesterday. Semiconductors are the strongest sector in the market today after Google's explosive capex increase announced in yesterday's earnings report. I'm starting to add back my semi positions and only added the ones still performing https://t.co/mTsuV5UaK2"
X Link 2026-02-09T18:00Z 46.6K followers, [----] engagements
"@TShirtnJeans2 not a concern to me at all if we are just longing semicap and optical names"
X Link 2026-02-09T18:32Z 46.7K followers, [---] engagements
"@TShirtnJeans2 will cut half when hitting [---] if [---] breakout we can see 220+. WIll cut all before the ER anyway need to be patient on it"
X Link 2026-02-09T18:46Z 46.7K followers, [---] engagements
"H&S is a bearish structure but the reversal of it is actually super bullish. Closer to that level. $NVDA https://t.co/1O5LHNrUuX Closer to that level. $NVDA https://t.co/1O5LHNrUuX"
X Link 2026-02-09T22:31Z 46.6K followers, 24.1K engagements
"Heard Kevin Warsh will attend an off the record discussion tomorrow at Stanford GSB at 12pm pst: Registered and will share if anything interesting. https://casi.stanford.edu/events/lecture-reading/power-and-politics-banking-today https://casi.stanford.edu/events/lecture-reading/power-and-politics-banking-today"
X Link 2026-02-10T01:23Z 46.6K followers, 22K engagements
"@frankyluan If you didnt buy it you will drive Mazda forever"
X Link 2026-02-10T15:51Z 46.6K followers, [----] engagements
"I think Micheal Burry's long position is a joke but I'd take his short position seriously. $PLTR has a weekly H&S and the neckline was brokendown. I'm also shorting it while longing IGV such as MSFT/ORCL/MDB/DOCN If PLTR can take $148.5 back I will flip back to long again. I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"
X Link 2026-02-10T17:05Z 46.7K followers, 21.7K engagements
"@TShirtnJeans2 Bessent and Warsh are team member"
X Link 2026-02-10T22:05Z 46.6K followers, [---] engagements
"@jdhasoptions I use all [--] and Fidelity and have a retirement account in Vanguard🤣"
X Link 2026-02-11T11:30Z 46.6K followers, [----] engagements
"Yesterday tested 5d ema and a "hammer" candle closed in the inverted chart"
X Link 2026-02-11T15:19Z 46.6K followers, [----] engagements
"@Areskapitalon I think we can short it to $300"
X Link 2026-02-11T20:45Z 46.6K followers, [----] engagements
"@Linusssslove wow nice picks thanks for sharing"
X Link 2026-02-12T06:29Z 46.6K followers, [---] engagements
"Will start scaling back the position next week to avoid any risk in NVDA ER. And hope there will be a 10% correction in stock market in Q1 so I can add more semicaps"
X Link 2026-02-12T13:15Z 46.7K followers, [----] engagements
"@Adaamset just added $GC/$NQ as well"
X Link 2026-02-12T18:22Z 46.7K followers, [----] engagements
"@MikeliuAsdsf I dont think Claude can kill them in the short term but the market now is panic Nd over price in bs everywhere"
X Link 2026-02-12T22:05Z 46.6K followers, [---] engagements
"@Morinaka_ryo @Adaamset for a short term bounce trade"
X Link 2026-02-13T02:19Z 46.6K followers, [---] engagements
"First-time $NG trader. Longed $NG last week near $3 with only [--] contracts and sold right after the Sunday night gap up. Almost $20K less profit per contract 😭 No deep understanding thus no convictionone small pullback would scare me out. U.S. NATGAS FUTURES SURGE 9% INTRADAY TO $5.315/MMBTU U.S. NATGAS FUTURES SURGE 9% INTRADAY TO $5.315/MMBTU"
X Link 2026-01-22T06:19Z 46.7K followers, 22.1K engagements
"Already sold my $AMKR posistion and buy $SOXS as the hedge. Also bought $DDOG $NOW and small position of other SAAS names to bet the pair trade unwind"
X Link 2026-01-22T23:52Z 46.7K followers, 26.1K engagements
"My current semi watchlist: $camt $onto $amd $klic $cohr $cien $nvmi $plab $poet $sanm $mu $umc $vicr $vsh $rmbs $cohu $uctt $aeis $amat $asml $amkr Will watch the price action at 5d/10d MA. $LITE/$SNDK/$TTMI are already pretty expensive so not very interested unless super cheap"
X Link 2026-01-22T23:54Z 46.7K followers, 17.6K engagements
"Bought back $KORU when it dipped this session. I made up my mind to long both SK and TW instead lol Replaced SK with Taiwan already Thanks master @edgerunner17888 for your insights. https://t.co/i4iWJegsHT Replaced SK with Taiwan already Thanks master @edgerunner17888 for your insights. https://t.co/i4iWJegsHT"
X Link 2026-01-29T04:09Z 46.7K followers, 20.7K engagements
"This is actually bullish for gold Nikkei +5.35% following the Takaichi Victory https://t.co/SUoNHslLqN Nikkei +5.35% following the Takaichi Victory https://t.co/SUoNHslLqN"
X Link 2026-02-09T05:42Z 46.7K followers, 11.8K engagements
"@Nathanielzzzh Unfortunately I dont have CRDO for now stopped loss at $127 already"
X Link 2026-02-10T00:48Z 46.7K followers, [---] engagements
"Holding many semicap names given they are less crowded than storage/optical names I guess. Good news for the semicap subsystems thesis - $ICHR up 20% post market following earnings. https://t.co/LmSvQMrV01 Good news for the semicap subsystems thesis - $ICHR up 20% post market following earnings. https://t.co/LmSvQMrV01"
X Link 2026-02-10T01:46Z 46.7K followers, 28.1K engagements
"Unfortunately he didnt show up today due to some other conflicts :( Heard Kevin Warsh will attend an off the record discussion tomorrow at Stanford GSB at 12pm pst: https://t.co/5eMBL0Ez9T Registered and will share if anything interesting. Heard Kevin Warsh will attend an off the record discussion tomorrow at Stanford GSB at 12pm pst: https://t.co/5eMBL0Ez9T Registered and will share if anything interesting"
X Link 2026-02-10T20:38Z 46.7K followers, 11.4K engagements
"IGV is very "bullish" if inverted scale now closed all long position and turned into net short into IGV/PLTR. Will keep it as a hedge for the reset of Feb Im longing IGV/MDB for a short term bounce trade. However still prefer a short entry later on if you invert the chart this is actually super bullish 🤣 @benitoz posted a very thorough analysis why software is guilty until proven innocent highly recommended: https://t.co/JLQ0RSNiVi Im longing IGV/MDB for a short term bounce trade. However still prefer a short entry later on if you invert the chart this is actually super bullish 🤣 @benitoz"
X Link 2026-02-11T15:17Z 46.7K followers, 29.4K engagements
"@Arronwei3n This sounds like a bear case for AAPL right"
X Link 2026-02-12T14:01Z 46.7K followers, 25.9K engagements
"When $AAPL bounce everything will bounce: ES NQ SI GC"
X Link 2026-02-12T18:26Z 46.7K followers, [----] engagements
"🤣🤣🤣 QQQ civil war now is officially turning into SPY super smash bros Bears [--] months ago: AI is a scam and a bubble Bears now: AI is going to eat the world and everything needs to be repriced for this eventuality Bears [--] months ago: AI is a scam and a bubble Bears now: AI is going to eat the world and everything needs to be repriced for this eventuality"
X Link 2026-02-13T04:46Z 46.7K followers, 14.8K engagements
"@TShirtnJeans2 AI kills everything probably"
X Link 2026-02-13T21:25Z 46.7K followers, [---] engagements
"Entered coin/qqq puts as hedge"
X Link 2026-02-13T20:39Z 46.8K followers, [----] engagements
"Great read. Because we know that positioning drives markets not fundamentals. It feels nonsense for $WMTs P/E to be greater than $AMZNs but this is how the market rotates positions when sentiment bad. Remember market is like your wife and shes always right in short term Great read from @sam_gatlin this morning. https://t.co/vRFI52KaNP https://t.co/elu8KDLBfe Great read from @sam_gatlin this morning. https://t.co/vRFI52KaNP https://t.co/elu8KDLBfe"
X Link 2026-02-14T16:44Z 46.8K followers, 18.3K engagements
"I think $PLTR is a great company and growing rapidly. However Anthropics story just makes it not sexy anymore and reminded more people about its high valuation. PLTR: 5B revenue run rate with $313B market cap Anthropic: 14B run rate with $380B valuation and exponential growth @amitisinvesting @michaeljburry Hey @amitisinvesting friendly reminder $PLTR is in a stage [--] downtrend. https://t.co/MjpNaKW0hw @amitisinvesting @michaeljburry Hey @amitisinvesting friendly reminder $PLTR is in a stage [--] downtrend. https://t.co/MjpNaKW0hw"
X Link 2026-02-14T23:06Z 46.8K followers, 33.1K engagements
"We need to watch the PM price action for VIX next Wednesday (02/18) and Friday If Feb vix expiration and OPEX cant clear the vol then I think VIX hits [--] and above is a very high probability event in the next few weeks. VIX is very bullish today after the NFP/CPI print this week vix didnt crash which means the market is still in the risk off sentiment. This is abnormal and you dont even know what the market is fear of. So we might need a crash to clear the vol. https://t.co/vRLAIIAQlo VIX is very bullish today after the NFP/CPI print this week vix didnt crash which means the market is still"
X Link 2026-02-15T02:44Z 46.8K followers, 18.9K engagements
"My current holding in the trading accounts: Long: XLU/XLI/XLE CVX/XOM/RIG CAT/DE/ADM Gold Semi caps ORCL/IGV(closed igv/pltr puts when igv hit $80 last week) LLY ULTA EWU/EWG/EWJ/EWZ Short: QQQ/ARKK COIN/MSTR"
X Link 2026-02-16T16:59Z 46.8K followers, 13.7K engagements
"I learned this month to use inverted scale charts to find short candidates great tool for a perma-bull like me Examples: $IGV weekly "double bottom" $COIN daily "parabolic move with bull flag" like SNDK $PLTR daily "H&S bottom" $XLF "downward channel & 200d SMA breakout""
X Link 2026-02-14T17:11Z 46.8K followers, 14.9K engagements
"@ai_babysitter @TJ_Research Also whenever Citrini calls out something you need to buy it ASAP. On ENPH ER that day when stock price +10% AH Citrini called out the short interest on $ENPH was too heavy. It led their fans to short squeeze $ENPH another 40% more the next day.🤣"
X Link 2026-02-15T02:23Z 46.8K followers, 55.6K engagements
"I think @Citrini7 @michaeljburry @SemiAnalysis_ Those creators already have the power to impact any stock in the market with their analysis. And I believe their impact is way more than any sell side now. @ai_babysitter @TJ_Research Also whenever Citrini calls out something you need to buy it ASAP. On ENPH ER that day when stock price +10% AH Citrini called out the short interest on $ENPH was too heavy. It led their fans to short squeeze $ENPH another 40% more the next day.🤣 @ai_babysitter @TJ_Research Also whenever Citrini calls out something you need to buy it ASAP. On ENPH ER that day when"
X Link 2026-02-15T02:27Z 46.8K followers, 52.8K engagements
"@benitoz My two random guess : [--]. G needs to optimize dedicatly for benchmark(for example ML compiler) which is a waste of their engineer resources as the benchmark workload could be very different from the real world one. [--]. G might fully optimize for the inference TCO and latency"
X Link 2026-02-15T22:05Z 46.8K followers, [----] engagements
"@gnievchenko Yes hedge"
X Link 2026-02-16T17:18Z 46.8K followers, [---] engagements
"Finally got my small joint account with my wife opened over $1M today started with around $270K last August. There are [--] major trading themes for me in Feb: [--]. Semi crowded long and potential crash post NVDA ER [--]. IGV rebounce I'm trading $ORCL/$MSFT/$MDB/$DOCN [--]. Long Japan Nikkei to [-----] [--]. Chinese lunar new year trade buy any dips in gold/silver/copper/hstech before it and sell post it. https://twitter.com/i/web/status/2020906934824841399 https://twitter.com/i/web/status/2020906934824841399"
X Link 2026-02-09T17:05Z 46.8K followers, 43.1K engagements
"@bichengliang @TShirtnJeans2 yes"
X Link 2026-02-09T18:49Z 46.8K followers, [---] engagements
"VIX is very bullish today after the NFP/CPI print this week vix didnt crash which means the market is still in the risk off sentiment. This is abnormal and you dont even know what the market is fear of. So we might need a crash to clear the vol"
X Link 2026-02-13T20:29Z 46.8K followers, 50.5K engagements
"@TJ_Research I also paid for his sub but never read it. whenever he calls out any long/short I bought the weekly/0dte puts/calls as soon as I received the notification His thesis is totally bullshit(long GME/MOH/LULU short PLTR) but his fan base is huge and you can just ride the fund flow"
X Link 2026-02-14T23:13Z 46.8K followers, 15.3K engagements
"@extliqprovider Oversold to a nonsensical level and Mr. Citrini called it out. Another tailwind is the 10-year rate dipping which will help lower ORCLs debt rate and unwind shorts on the stock. The private credit folks were shorting ORCL stock as the hedge all the way"
X Link 2026-02-16T17:10Z 46.8K followers, 16.3K engagements
"@ChainTrek10 @ConnorJBates_ has a great list and Im holding almost half of the names on the list: https://x.com/connorjbates_/status/2021782792439251159s=61 Semiconductor Equipment & Materials YTD Performance https://t.co/h6VTAyIvrz https://x.com/connorjbates_/status/2021782792439251159s=61 Semiconductor Equipment & Materials YTD Performance https://t.co/h6VTAyIvrz"
X Link 2026-02-16T17:51Z 46.8K followers, [---] engagements
"@Areskapitalon nice call SMH/SOXX is super crowded long right now any negative catalyst can easily bring it down"
X Link 2026-02-04T18:17Z 46.7K followers, [---] engagements
"@ferderser safe heaven until nvda ER" 😂"
X Link 2026-02-06T16:12Z 46.7K followers, [---] engagements
"@insane_analyst GOAT"
X Link 2026-02-06T18:54Z 46.8K followers, [----] engagements
"Our medical isurance removed the coverage of Zepbound this year and everyone has to switch to Wegovy which is fully covered without any cost. Not sure if this applies to all medical insurance in the US. If so it would be very bearish to $LLY and bullish for $NVO"
X Link 2026-02-06T22:21Z 46.8K followers, 27.7K engagements
"@maitian99 lol I dont think I have such a big impact"
X Link 2026-02-06T22:53Z 46.7K followers, [----] engagements
"@frankyluan warsh is actually pro KRE I already started a small position on it"
X Link 2026-02-07T17:50Z 46.7K followers, [----] engagements
"@beefcubee @Balder13946731 [---] culture you have to move to the apartment across the street to survive. My friend rented an apartment across the street to save 40mins one way commute per day:("
X Link 2026-02-07T17:59Z 46.7K followers, [---] engagements
"Closely watching Warsh as the new Fed chair is actually positive to KRE Friendly reminder that Regional Banks are on the cusp of a multiyear breakout. $KRE https://t.co/afOlylKNq3 Friendly reminder that Regional Banks are on the cusp of a multiyear breakout. $KRE https://t.co/afOlylKNq3"
X Link 2026-02-09T05:39Z 46.8K followers, 18.4K engagements
"@zhotin5 Irresponsible fiscal spending is bearish for the long bond but bullish for gold. Gold is a powerful tool to short the credibility of the government short fiat currency and their shitty bonds. Also more liquidity is also supportive for gold"
X Link 2026-02-09T05:52Z 46.8K followers, [---] engagements
"Im longing IGV/MDB for a short term bounce trade. However still prefer a short entry later on if you invert the chart this is actually super bullish 🤣 @benitoz posted a very thorough analysis why software is guilty until proven innocent highly recommended: https://open.substack.com/pub/benitoz/p/is-software-dead-who-survives-when $IGV The Grand Mother of all Mother of All Trendlines (MOAT) My goodness what a trendline Multiple touches dating back to the [----] lows. + potential quad ish bottom + record daily volume + record low Daily RSI But will it get respected https://t.co/eiMyxoOqVD"
X Link 2026-02-09T05:54Z 46.8K followers, 43.8K engagements
"@extliqprovider yes SNDK/WDC helped me a lot I called it before Sora2 and added more post Sora2 release"
X Link 2026-02-09T17:35Z 46.8K followers, [----] engagements
"@TShirtnJeans2 My current holdings of optical names are LITE/COHR/TSEM/AXTI/GLW/CIEN"
X Link 2026-02-09T17:55Z 46.8K followers, [---] engagements
"@AlfUnited @TShirtnJeans2 I'd hope it will have a sharp selloff so I can add more of it"
X Link 2026-02-09T17:58Z 46.7K followers, [---] engagements
"@Spheniscidae007 I'm thinking of keeping optical and semicap names with SMH monthly put as the hedge will buy puts next week. And buy more those names if there is any selloff. Super bullish on them"
X Link 2026-02-09T18:02Z 46.8K followers, [----] engagements
"@Balder13946731 can you make an english version please"
X Link 2026-02-09T18:10Z 46.8K followers, [----] engagements
"$APP is also pumping AH. Basically it's just a bunch of HK/Chinese hedge funds who shorted $APP and $CRDO together covering their shorts. $CRDO CREDO just preannounced $406M 18% above their own guide. 51% QoQ growth. Everyone's missing the nuance: copper isn't dead. It's eating optics from below. https://t.co/io83kiyDoP https://t.co/2kRzNE95P4 $CRDO CREDO just preannounced $406M 18% above their own guide. 51% QoQ growth. Everyone's missing the nuance: copper isn't dead. It's eating optics from below. https://t.co/io83kiyDoP https://t.co/2kRzNE95P4"
X Link 2026-02-09T22:46Z 46.8K followers, 22.9K engagements
"@bubbleboi Dope"
X Link 2026-02-10T01:30Z 46.8K followers, [---] engagements
"@frankyluan Please be cautious bout DDOG's ER it's just inline"
X Link 2026-02-10T01:31Z 46.8K followers, [----] engagements
"@jukan05 You can set to only get notified when followed accounts commented. Or turn off the comments to allow followed accounts to comment only"
X Link 2026-02-10T13:58Z 46.8K followers, [----] engagements
"@BobertBedford @lord_fed Yes but I think semi lovers only need to be cautious about NVDA er right now"
X Link 2026-02-10T14:03Z 46.8K followers, [---] engagements
"no he didnt come today :("
X Link 2026-02-10T20:38Z 46.8K followers, [----] engagements
"sorry 10d EMA"
X Link 2026-02-11T16:22Z 46.8K followers, [----] engagements
"I think $ALAB can be used as a short hedge/funding short in the semi sector. It has a very concentrated customer (AWS) and from this ER it looks like margin compression will be inevitable in the future. Very healthy chart 🤡 https://t.co/pfSSf5zknj Very healthy chart 🤡 https://t.co/pfSSf5zknj"
X Link 2026-02-11T16:49Z 46.8K followers, 21.1K engagements
"my target price for the short term is $80"
X Link 2026-02-11T17:46Z 46.8K followers, [----] engagements
"@dawgbrake You did better than Micheal Burry"
X Link 2026-02-12T05:41Z 46.8K followers, [---] engagements
"@ExaltedFoks Yes closed all software longs at the opening"
X Link 2026-02-12T05:42Z 46.8K followers, [---] engagements
"Holding half of the names on the list 🎉🎉 Semiconductor Equipment & Materials YTD Performance https://t.co/h6VTAyIvrz Semiconductor Equipment & Materials YTD Performance https://t.co/h6VTAyIvrz"
X Link 2026-02-12T12:56Z 46.8K followers, 32.3K engagements
"@SwaggityPigFig roughly 60% for all [--] accounts smaller accounts such as the 50k one opened in Jan already 3X"
X Link 2026-02-12T13:01Z 46.8K followers, [---] engagements
"@gunnaosrs Yes upside potential semi cap optical storage"
X Link 2026-02-12T13:11Z 46.8K followers, [---] engagements
"@itsDanielWu Very insightful thanks"
X Link 2026-02-12T13:24Z 46.8K followers, [----] engagements
"@102030mmp @ivanalog_com Yes thats why I think NVDA ER is dangerous as semi is super crowded right now"
X Link 2026-02-12T13:58Z 46.8K followers, [---] engagements
"Bullish Kioxia - Bearish AAPL + tons of other neg catalysts - AAPL selloff - ES/NQ down - trigger CTA/vol control sell off. Also CPI hedge flow also expedite the selloff @Arronwei3n This sounds like a bear case for AAPL right @Arronwei3n This sounds like a bear case for AAPL right"
X Link 2026-02-12T18:10Z 46.8K followers, 21.6K engagements
"closed $IGV short for now as $80 target hits IGV is very "bullish" if inverted scale now closed all long position and turned into net short into IGV/PLTR. Will keep it as a hedge for the reset of Feb https://t.co/srdojRJvzP IGV is very "bullish" if inverted scale now closed all long position and turned into net short into IGV/PLTR. Will keep it as a hedge for the reset of Feb https://t.co/srdojRJvzP"
X Link 2026-02-12T18:12Z 46.8K followers, [----] engagements
"Negative Gamma also helped the acceleration"
X Link 2026-02-12T18:42Z 46.8K followers, [----] engagements
"@vikingeatmoon1 yes"
X Link 2026-02-12T18:49Z 46.8K followers, [---] engagements
"Will $TEM $LMND the next targets"
X Link 2026-02-12T19:30Z 46.8K followers, [----] engagements
"@himself65 Join the English corner please"
X Link 2026-02-13T04:30Z 46.8K followers, [----] engagements
"@bromomento517 I think it will go lower. But would like to wait for the confirmation first"
X Link 2026-02-13T13:00Z 46.8K followers, [---] engagements
"Markets were expecting a tariff-impacted hot CPI print today but they were dead wrong The next few months will see a choppy environment for all assets including commodities as the debate between AI kills everything and deflationary vs Trump/Takachi are reflationary intensifies https://twitter.com/i/web/status/2022372522877161703 https://twitter.com/i/web/status/2022372522877161703"
X Link 2026-02-13T18:09Z 46.8K followers, [----] engagements
"@yiantony Need to check the vix option position will keep you updated"
X Link 2026-02-13T21:06Z 46.8K followers, [---] engagements
"I mean index crash to release the vol"
X Link 2026-02-14T03:42Z 46.8K followers, [----] engagements
"@SwaggityPigFig Yes long semi caps and optical"
X Link 2026-02-14T03:42Z 46.8K followers, [---] engagements
"@0x_Vivek Yes in the risk off environment market is seeking for steady cash flow"
X Link 2026-02-14T16:59Z 46.7K followers, [---] engagements
"This is why when I short $IGV I set $80 as the target price and then a short term long $IGV after closed the short position. When it's confirmed to lost $80. stop loss and double down on shorts"
X Link 2026-02-14T17:15Z 46.8K followers, [----] engagements
"@TJ_Research So far win rate 100% total profits can pay for his subs for [---] years"
X Link 2026-02-14T23:14Z 46.8K followers, [----] engagements
"SAAS sector is valued at PS multiple instead of PE. The assumption is based on high growth rate/gross margin(not net margin)/retention rate Using the valuation method all SAAS including PLTR looks expensive compared to Anthropic Thats one reason why we are seeing big PS multiple compression recently https://twitter.com/i/web/status/2022816712115261935 https://twitter.com/i/web/status/2022816712115261935"
X Link 2026-02-14T23:34Z 46.8K followers, [----] engagements
"@KevinXInvest [---] is not a stable price level I think. When QQQ hits [---] SPX would be below [----] where there is no gamma protection and CTA big sell-off levels get triggered. VIX might hit [--] where negative gamma from VIX options can shoot it higher"
X Link 2026-02-15T02:33Z 46.8K followers, [----] engagements
"@Mr_Derivatives I like Amit a lot better but I paid Micheal Burry to ride the fund flow from his fans LFG"
X Link 2026-02-15T03:03Z 46.8K followers, [----] engagements
"@iamai_eth congrats"
X Link 2026-02-16T03:10Z 46.8K followers, [----] engagements
"@trypamiedope Short both as hedge"
X Link 2026-02-16T17:07Z 46.8K followers, [---] engagements
"Not financial advice everything is short term trades here"
X Link 2026-02-16T17:32Z 46.8K followers, [----] engagements
"I think Michael Burrys new strategy is much smarter in two ways: [--]. Shorting single names instead of indexes [--]. Publicly sharing concrete theses to convince people and build consensus People think hes selling subscriptions for a living. No whatever BS he wrote doesnt matter. Hes actually building an efficient distributed crowd funded short-selling institution without the need for 13F filings or SEC surveillance. A look at all of Michael Burry's recent predictions. In [----] Predicted the collapse of the subprime mortgage market - Housing market crashes in [----] Global Financial Crisis. On Dec"
X Link 2026-02-16T18:32Z 46.8K followers, 43.1K engagements
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