#  @longriverCM Long River Holding
Long River Holding posts on X about inflation, kalshi, ai, liquidity the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
### Engagements: [------] [#](/creator/twitter::3398332145/interactions)
- [--] Week [-------] +46%
- [--] Month [---------] +2,146%
- [--] Months [---------] +102,152%
- [--] Year [---------] +187,915%
### Mentions: [---] [#](/creator/twitter::3398332145/posts_active)
- [--] Week [---] -0.61%
- [--] Month [-----] +730%
- [--] Months [-----] +9,869%
- [--] Year [-----] +26,650%
### Followers: [-----] [#](/creator/twitter::3398332145/followers)
- [--] Week [-----] +8.10%
- [--] Month [-----] +292%
- [--] Months [-----] +1,796%
- [--] Year [-----] +2,537%
### CreatorRank: [-------] [#](/creator/twitter::3398332145/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) 39.78% [stocks](/list/stocks) 22.2% [cryptocurrencies](/list/cryptocurrencies) #4641 [technology brands](/list/technology-brands) 9.11% [countries](/list/countries) 4.31% [exchanges](/list/exchanges) #2915 [currencies](/list/currencies) 1.6% [celebrities](/list/celebrities) 1.6% [financial services](/list/financial-services) #989 [automotive brands](/list/automotive-brands) 1.12%
**Social topic influence**
[inflation](/topic/inflation) #866, [kalshi](/topic/kalshi) #197, [ai](/topic/ai) 5.27%, [liquidity](/topic/liquidity) #694, [debt](/topic/debt) #1062, [growth](/topic/growth) #1405, [business](/topic/business) #4753, [market](/topic/market) #2542, [crypto](/topic/crypto) 3.04%, [reduce](/topic/reduce) #411
**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@kalshi](/creator/undefined) [@deitaone](/creator/undefined) [@zerohedge](/creator/undefined) [@kobeissiletter](/creator/undefined) [@cryptorover](/creator/undefined) [@unusualwhales](/creator/undefined) [@jonchimpo23](/creator/undefined) [@leadingreport](/creator/undefined) [@mrderivatives](/creator/undefined) [@stockmktnewz](/creator/undefined) [@guytalksenergy](/creator/undefined) [@polymarket](/creator/undefined) [@tradechronicle](/creator/undefined) [@watcherguru](/creator/undefined) [@jarg20260110](/creator/undefined) [@barchart](/creator/undefined) [@mg_feed](/creator/undefined) [@realtacotrades](/creator/undefined) [@vladtheinflator](/creator/undefined)
**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [ZetaChain (ZETA)](/topic/$zeta) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Microsoft Corp. (MSFT)](/topic/microsoft) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Strategy (MSTR)](/topic/$mstr) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [GameStop, Corp. (GME)](/topic/$gme) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Mario Coin (COIN)](/topic/$coin) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Devon Energy Corp (DVN)](/topic/$dvn) [BlackRock Inc (BLK)](/topic/blackrock) [Kraft Heinz Co (KHC)](/topic/$khc)
### Top Social Posts
Top posts by engagements in the last [--] hours
"What Russia Would Be Trying to Achieve Return to USD settlement Regain access to global liquidity. Reduce transaction friction. Reconnect to Western capital markets. Stabilize currency flows. This would be a massive economic relief valve for them. Joint investment in natural gas Russia has enormous stranded capacity. Europe partially cut off. Asia absorbs some but not at optimal margins. U.S. partnership could mean tech financing LNG coordination. Critical raw materials Russia controls meaningful reserves of nickel palladium uranium rare materials. The U.S. wants supply chain diversification"
[X Link](https://x.com/longriverCM/status/2022043752328499628) 2026-02-12T20:22Z [----] followers, [----] engagements
"Look its actually pretty simple. If Palantir wants to be the "great" company they claim to be they need to stop the games and just do the right thing. Here is how I would say to $PLTRs leadership team: [--]. You can't keep bragging about "winning" while you're diluting the hell out of the people who actually own the stock. Giving away billions in stock to employees and founders while the actual shareholders get their ownership shrunk by 6% or 7% every year is just wrong. If the business is actually successful reward the stakeholders for once instead of just making the insiders billionaires. 2."
[X Link](https://x.com/longriverCM/status/2022165117996085366) 2026-02-13T04:25Z [----] followers, [---] engagements
"Interesting 🤔 Donald Trump buying $GM $OXY $SIRI bondsfeels oddly familiarAuto. Energy. Media cash flows. Are we witnessing Buffett-style investing with a Trump twistSame companies different playbook 🤔"
[X Link](https://x.com/longriverCM/status/2012351815740735892) 2026-01-17T02:30Z [----] followers, [---] engagements
"$MOH Molina healthcare is an attractive business. With Michael Burry's shoutout and relentless write-up I decide to take a look at this business to see whether it's worth it to increase my current position. From a structural perspective Molina is a massive company that's been growing. The primary strength lines in its balance sheet its asset-light scalability; the company managed to increase its net cinema while keeping physical capital expenditures extremely low. The growth is bolstered and fueled by a massive liquidity cushion - over $8.4 billion in cash and current investments - which"
[X Link](https://x.com/longriverCM/status/2013393565406175410) 2026-01-19T23:30Z [----] followers, [---] engagements
"@PeterSchiff Its gonna be global Peter. China is struggling and going through housing bubble crisis. Japans debt problem will be out of control by [----]. Europe hasnt has anything exciting since 2000s. US is probably what keeps global economy in place in a way"
[X Link](https://x.com/longriverCM/status/2013667293885026759) 2026-01-20T17:37Z [----] followers, 57.6K engagements
"@InvestorSince21 $JD and $OSCR are my current positions. $NVO is in my research queue. I dont know about XPeng though.its shady business in my opinion"
[X Link](https://x.com/longriverCM/status/2014077541842141408) 2026-01-21T20:48Z [----] followers, [---] engagements
"$RLJ as promised To begin with I believe $RLJ RLJ Lodging Trust is a very attractive business with season growth opportunities coming up. It is a cash cow dressed in 'dirty accounting clothes'. They look broke on paper but they are swimming in cash. Why do I say that Well.In the eyes of IRS Depreciation is the enemy. From $RLJ's perspective $138M 'paper loss' wipes out their taxable income. Because their accounting profit is so low. They pay minimum corporate income tax. At the same time REITs are legally required to pay out 90% of their taxable income as dividends. If the income looked"
[X Link](https://x.com/longriverCM/status/2014161021951242737) 2026-01-22T02:19Z [----] followers, [---] engagements
"On one hand people from wall street are seeng record amount for investment and inflows. On the other hand people are having trouble staying on payment schedule for auto loans credit card mortgages. We are seeing GFC level of delinquency data. Its a weird world and I am sure system is rigged. https://twitter.com/i/web/status/2014355029231112632 https://twitter.com/i/web/status/2014355029231112632"
[X Link](https://x.com/longriverCM/status/2014355029231112632) 2026-01-22T15:10Z [----] followers, [---] engagements
"$BRK.A $BRK.B Berkshire Hathaway has had a rough year so far. $KHC sell will hurt their balance sheet. I am not sure how do I feel about greg but I think he needs a Charlie Munger type of character next to him. Their $SIRI and $OXY investments are stagnant also"
[X Link](https://x.com/longriverCM/status/2014726191777804424) 2026-01-23T15:45Z [----] followers, [---] engagements
"@PeterSchiff A few stocks I am watching / holding $RRC $EQT $PAA $DVN 😎"
[X Link](https://x.com/longriverCM/status/2014785265085108606) 2026-01-23T19:40Z [----] followers, [---] engagements
"I need to see more FinX people and connect with them. If you are into investing or talking about stocks or you happen to see this post leave a comment or like or help me repost it so more people can see it. Love to meet you and talk or learn about new ideas"
[X Link](https://x.com/longriverCM/status/2015235545924763884) 2026-01-25T01:29Z [----] followers, [----] engagements
"Finally someone notices. Auto loans are one of the most socially accepted wealth destroyers out there: people finance depreciating assets just to signal status to people who dont care. Long loan terms and low monthly payments hide the reality that borrowers stay underwater for years while paying interest on something losing value every day. Now banks are rejecting applications at decade-high rates because the credit spectrum is brokenprices are inflated collateral is weaker and past underwriting was far too loose. This isnt a sudden credit crunch its the system admitting it mispriced risk for"
[X Link](https://x.com/longriverCM/status/2015480294938226733) 2026-01-25T17:42Z [----] followers, [---] engagements
"I have to admit writing this $SIRI analysis feels a little like a fan letter to Ted Weschler. His interviews and podcasts are absolute goldevery insight he shares is like a masterclass in investing. Ted Weschlers approach is the kind of investing I aspire to emulate every single day. But also $SIRI pays consistent 5% dividend and Warren owns 37% of the business. It can't be that bad. Onto the next one Let me know what you think https://t.co/X4uauF5a4P https://t.co/X4uauF5a4P"
[X Link](https://x.com/longriverCM/status/2016209923198034380) 2026-01-27T18:01Z [----] followers, [---] engagements
"Ive heard something interesting from friends across Toyota $TM Honda $HMC and Mazda $MZDAY and the message has been surprisingly consistent. All three just wrapped up one of their most profitable years on record. But recent town halls and company-wide meetings / notes are telling a different forward-looking story: tariffs are hitting hard. If current policies remain in place margins are getting squeezed to the point where some of these businesses are either barely profitable or potentially slipping into losses. Whats striking is how aligned leadership has been across companies. The conclusion"
[X Link](https://x.com/longriverCM/status/2016735406369161571) 2026-01-29T04:49Z [----] followers, [---] engagements
"Pulled triggers on a few things today. [--]. $ZETA [--]. $IAUX [--]. $BAK Also added puts on semiconductor index"
[X Link](https://x.com/longriverCM/status/2016960555211219173) 2026-01-29T19:44Z [----] followers, [---] engagements
"@KobeissiLetter Even market doesnt have a clear direction at this point. I bet people cant tell or know for sure if its gonna be soft landing or hard landing anymore"
[X Link](https://x.com/longriverCM/status/2017008115867168868) 2026-01-29T22:53Z [----] followers, [----] engagements
"$LYB Update - After holding it for 3-4 months I've decided to trim down my position by 50% and wait for re-entry at a lower price. The earning report and disclosed materials raised some concerns: [--]. Equity erosion is bad. From their unaudited balance sheet Shareholders' equity has dropped from $12979M to $10082M. This 22% drop in book value over [--] months suggests either massive buybacks (which I find is unlikely given its debt levels) or significant net losses. [--]. Working Capital Squeeze: Accounts receivable net has fallen from $4191M to 2517M. I view this as a signal for decline sales /"
[X Link](https://x.com/longriverCM/status/2017308819702116698) 2026-01-30T18:47Z [----] followers, [---] engagements
"$FNKO is under 2B and $GME can do a full cash deal. Collectibles fits $GMEs persona and can attract in-store traffic. $CRSR would be a good one to acquire. But itd be mainly gaming hardware. My wild guess (please come back to this if i am right) would be Take-Two $TTWO. $GME and Ryan are issuing stocks aggressively and building up cash reserve. Imagine you can only get the next grand theft auto game at a $GME store. https://twitter.com/i/web/status/2017317494713676277 https://twitter.com/i/web/status/2017317494713676277"
[X Link](https://x.com/longriverCM/status/2017317494713676277) 2026-01-30T19:22Z [----] followers, [----] engagements
"This weeks gain: $OSCR put $JD Cover calls $LYB sold $ZETA Cover calls $MOH sold This weeks loss: $SOXS sold I barely survived with positive return this week. What a wild time to be alive. Onto the next one. - Long River"
[X Link](https://x.com/longriverCM/status/2017459495673213049) 2026-01-31T04:46Z [----] followers, [---] engagements
"I'd keep an eye on $KRE. Regional Banks Are Fragile. "The Federal Deposit Insurance Corp. said Metropolitan Capital Bank & Trust was closed by the Illinois Department of Financial and Professional Regulation marking the first U.S. bank failure in [----]. The single-branch Chicago bank will reopen on Monday as a branch of Detroit-based First Independence Bank. The FDIC entered a purchase and assumption agreement with First Independence Bank to assume substantially all deposits of Metropolitan." First bank failure in [----]. https://twitter.com/i/web/status/2017482085762531551"
[X Link](https://x.com/longriverCM/status/2017482085762531551) 2026-01-31T06:16Z [----] followers, [---] engagements
"What youre seeing is a forced deleveraging cascade: once BTC broke key technical levels over-levered longs got liquidated which pushed price lower triggering more liquidations. Thats why $1.4B in longs can translate into $100B+ in market cap loss in just hours thin liquidity + high leverage = air pockets. ETH usually gets hit harder in these events because its more crowded and more levered. This kind of move often happens when liquidity tightens (stronger dollar higher real rates risk-off flows) and crypto is one of the first assets to reprice. Its not crypto is dead its the market reminding"
[X Link](https://x.com/longriverCM/status/2017651924477043116) 2026-01-31T17:31Z [----] followers, [----] engagements
"@GuyTalksEnergy So I think from a different perspective (not trying to make myself unique or anything) But with wind / solar energy they need to have good network and storage consider its not consistent sometimes. So Ive been eyeing on a few ones. I have a sizeable position on $SHLS"
[X Link](https://x.com/longriverCM/status/2017745296944459841) 2026-01-31T23:42Z [----] followers, [--] engagements
"@Barchart @grok can you look up the definition of the least hedged what does it mean Why are they not hedged"
[X Link](https://x.com/longriverCM/status/2017768831075184953) 2026-02-01T01:15Z [----] followers, [----] engagements
"$SHLS shoals represents a rare opportunity to buy a market leader at a discount due to temporary operational headwinds. By solving the labor crisis in the solar industry through patented 'plug-and-play' hardware the company has secured a $720M backlog. As the non-recurring warranty costs fade and the new Tennessee facility scales Shoals is poised to shift from a cash-burning remediation phase to a high-margin cash-generation phase making the current valuation a significant entry point for long-term investors. I own this and will continue to buy if it drops below $4. Onto the next one let me"
[X Link](https://x.com/longriverCM/status/2018065576040489087) 2026-02-01T20:55Z [----] followers, [---] engagements
"Does anyone follow $PBR and $PBR.A Their price action seems to be very interesting"
[X Link](https://x.com/longriverCM/status/2018083326725091465) 2026-02-01T22:05Z [----] followers, [---] engagements
"@business $CVNA one of the most confusing businesses. People know there are problems. Their business model is shady. The ownership structure is messy. People short them like crazy. Yet they dont fall"
[X Link](https://x.com/longriverCM/status/2018083665335533900) 2026-02-01T22:06Z [----] followers, [---] engagements
"@StockMKTNewz Bullish on $DIS"
[X Link](https://x.com/longriverCM/status/2018118060415033358) 2026-02-02T00:23Z [----] followers, [---] engagements
"@KobeissiLetter $BTC and $ETC bros. Please stay calm. It will get worse and you will get used to it. @grok why is the price drop accelerating And whats your take on the future outlook of these two things"
[X Link](https://x.com/longriverCM/status/2018165172196532673) 2026-02-02T03:30Z [----] followers, [----] engagements
"Korea is high-beta to USD strength; a hawkish Fed stronger dollar weaker KRW foreign outflows from KOSPI/KOSDAQ. Falling silver and metals signal liquidity tightening and industrial slowdown which hits Koreas export-heavy cyclical sectors first (semis materials batteries). KOSDAQ underperforms KOSPI in risk-off phases due to leverage and retail positioning. Short term is volatile and fragile but this isnt structurally bearish. Medium term a weaker KRW boosts export competitiveness and USD earnings and Korea typically rebounds after metals and the dollar peak. Its just a short term event with"
[X Link](https://x.com/longriverCM/status/2018182473440444661) 2026-02-02T04:39Z [----] followers, [----] engagements
"They are going with the hardest route. Imagine a deflation with no population growth with an isolated monetary system and a government-controlled central bank. And they rely on export heavily but now are trying to strengthen their currency. Fall of fame level of difficulty. https://twitter.com/i/web/status/2018223044695830949 https://twitter.com/i/web/status/2018223044695830949"
[X Link](https://x.com/longriverCM/status/2018223044695830949) 2026-02-02T07:20Z [----] followers, [---] engagements
"Post-2022 every drawdown has been met with violent policy-backed upside. Liquidity injections fiscal backstops AI capex narratives all of it turns dips into face-rippers. Shorts dont get time anymore. One CPI print one FOMC sentence one AI earnings guide and youre down 1015% overnight. Funds learned the hard way. $SPY and especially $QQQ are no longer broad markets theyre momentum baskets. A handful of mega-caps with fortress balance sheets buybacks and passive inflows dominate returns. Shorting the index means shorting $AAPL $MSFT $NVDA $GOOGL-type balance sheets in a liquidity-rich world."
[X Link](https://x.com/longriverCM/status/2018340150716080165) 2026-02-02T15:06Z [----] followers, [---] engagements
"I have a bit mixed feelings on $SIRI but if Dr.Michael Burry calls it and Ryan Cohen can pull it off. Id be very on board on $GME acquiring $SIRI"
[X Link](https://x.com/longriverCM/status/2018416307918586268) 2026-02-02T20:08Z [----] followers, [---] engagements
"@KobeissiLetter Are the 65-year old candidates able to handle [--] rounds of case interviews [--] technical assessments [--] personality tests and [--] super day"
[X Link](https://x.com/longriverCM/status/2018469666059162027) 2026-02-02T23:40Z [----] followers, [----] engagements
"@Gubloinvestor [--] years $BRKB $JPM $AXP"
[X Link](https://x.com/longriverCM/status/2018497137453994126) 2026-02-03T01:29Z [----] followers, [----] engagements
"Its wild to think our generation might actually get access to a $BRK.B $BRK.A Berkshire-style business run by a Berkshire-style capital allocator. When you zoom out and remove the $GME noise whats left is a real-time proof of concept: disciplined balance sheet management and long-term investing still workeven in todays casino-like markets. That only strengthens my conviction to stay long-term. https://twitter.com/i/web/status/2018558059904111035 https://twitter.com/i/web/status/2018558059904111035"
[X Link](https://x.com/longriverCM/status/2018558059904111035) 2026-02-03T05:31Z [----] followers, 13K engagements
"I mean they miss both the bottom-line and top-line expectations even modestly becomes a trigger for selling especially in a slow-growth environment. Its a legacy business now compared to $FOUR or other platforms. Dr. michael burry commented on it as in nothing exciting. Hes not wrong. https://twitter.com/i/web/status/2018716815866597487 https://twitter.com/i/web/status/2018716815866597487"
[X Link](https://x.com/longriverCM/status/2018716815866597487) 2026-02-03T16:02Z [----] followers, [---] engagements
"Id disagree Ray. In reality people dont process information through neutral logic engines. They process it through biases emotions incentives identity and past experience. Two people can see the same cause and assign completely different probabilities to the same effect. Most decisions arent made by understanding causes first and predicting effects second. Theyre often made in reverse: people feel then rationalize. They decide then construct a cause-effect story afterward to justify the action. Thats why markets overshoot bubbles form and obvious signals get ignored for years. If"
[X Link](https://x.com/longriverCM/status/2018725068214313420) 2026-02-03T16:35Z [----] followers, [---] engagements
"@TheStalwart $INTU - 12.07% $PYPL - 20.71%"
[X Link](https://x.com/longriverCM/status/2018753016120197619) 2026-02-03T18:26Z [----] followers, [---] engagements
"@KobeissiLetter I am gonna say this. $CMGs quality has been going down since [----]. The food is in smaller portion delivery service is messy and I tend to get food poisoning more often from them. [--] out of [--] stores I go are in bas hygienic situation. They deserve to go down like this"
[X Link](https://x.com/longriverCM/status/2018797514724614379) 2026-02-03T21:23Z [----] followers, [----] engagements
"Not too shabby. Today is a rough day for sure. Biggest loser: $ZETA $SIRI $OSCR Biggest Winner: $PBR $MRNA $IAUX $CDLR $CHYM $DVN Yep I am also an oil guy and invest a little bit of everything"
[X Link](https://x.com/longriverCM/status/2018822810194546826) 2026-02-03T23:04Z [----] followers, [---] engagements
"@cryptorover So $2300 buy price @grok can you confirm the purchase Did he buy it with cash or credit"
[X Link](https://x.com/longriverCM/status/2018856722795053078) 2026-02-04T01:18Z [----] followers, [---] engagements
"@spectatorindex @grok a bit more context please"
[X Link](https://x.com/longriverCM/status/2018863282992615870) 2026-02-04T01:44Z [----] followers, 14.3K engagements
"Start to think I sold covered calls too early. (Averaged price $27.84) $DVN write-up coming up this week"
[X Link](https://x.com/longriverCM/status/2018869994915037237) 2026-02-04T02:11Z [----] followers, [---] engagements
"I swear girl scout cookies are the biggest barriers I have to conquer on my way to financial freedom. I ended up spending $100 on them last week and am going to restock tomorrow"
[X Link](https://x.com/longriverCM/status/2018915971293970821) 2026-02-04T05:14Z [----] followers, [---] engagements
"Recent economic data shows a clear disconnect between headline strength and lived reality. While GDP and employment remain resilient on paper households are still feeling pressure from elevated prices higher borrowing costs and slower real income growth. Manufacturing data points to selective improvementreshoring infrastructure spending and supply-chain diversification are creating pockets of opportunitybut these gains are uneven and capital-intensive meaning they havent yet translated into broad-based job growth or immediate relief for consumers. At the same time the return of manufacturing"
[X Link](https://x.com/longriverCM/status/2019062386284470653) 2026-02-04T14:55Z [----] followers, [----] engagements
"This is yelling stagflation to me. employment is barely expansionary and well below expectations while prices paid re-accelerated sharply. That combinationweak hiring with rising input costssuggests margin pressure for service firms and limits the case for a strong growth rebound. https://twitter.com/i/web/status/2019064150052245575 https://twitter.com/i/web/status/2019064150052245575"
[X Link](https://x.com/longriverCM/status/2019064150052245575) 2026-02-04T15:03Z [----] followers, [---] engagements
"Bitcoin is highly sensitive to excess liquidity not fundamentals. When global dollar liquidity is expanding (QE balance-sheet growth easy financial conditions) BTC rips. When liquidity tightenseven subtlyBTC bleeds. What were seeing now is consistent with liquidity being drained not injected. There is a massive liquidity problem. We just dont know where is from. https://twitter.com/i/web/status/2019066539270410671 https://twitter.com/i/web/status/2019066539270410671"
[X Link](https://x.com/longriverCM/status/2019066539270410671) 2026-02-04T15:12Z [----] followers, [----] engagements
"$BRKA $BRKB $BRK.A $BRK.B Never never never bet against uncle Warren"
[X Link](https://x.com/longriverCM/status/2019073367089832205) 2026-02-04T15:39Z [----] followers, [---] engagements
"Ok we are now playing. And Ill say thismy leap calls on VIX and shorts on SOX are due in Jan [----]. All three accounts are going up for now"
[X Link](https://x.com/longriverCM/status/2019082741782896922) 2026-02-04T16:16Z [----] followers, [---] engagements
"@zerohedge Sold my $PLTZ a little early. :("
[X Link](https://x.com/longriverCM/status/2019110671829659700) 2026-02-04T18:07Z [----] followers, [---] engagements
"@unusual_whales @grok share more What causes this bankruptcy filing"
[X Link](https://x.com/longriverCM/status/2019111190912516133) 2026-02-04T18:09Z [----] followers, 22.8K engagements
"Because its also based on growth expectations. Right now i think whats happeningis that market is going through a reset. Its not expectation chasing anymore but a cash flow focusing strategy. You can see the pivot to dividend etfs dividend paying stocks. $SIRI is a good example. I am sensingthere is a liquidity crisis somewhere and people are losing faith a bit into some AI stocks https://twitter.com/i/web/status/2019113345127751862 https://twitter.com/i/web/status/2019113345127751862"
[X Link](https://x.com/longriverCM/status/2019113345127751862) 2026-02-04T18:18Z [----] followers, [---] engagements
"@StockMKTNewz @grok whats the partnership about Are there any financial transactions between the two"
[X Link](https://x.com/longriverCM/status/2019122943532679470) 2026-02-04T18:56Z [----] followers, [---] engagements
"@BillAckman Would you consider moving or setting up your fund somewhere else"
[X Link](https://x.com/longriverCM/status/2019169607097929898) 2026-02-04T22:02Z [----] followers, [----] engagements
"@RealTacoTrades Them cash position is as good as $BRKA"
[X Link](https://x.com/longriverCM/status/2019208386248949889) 2026-02-05T00:36Z [----] followers, [--] engagements
"$SIRI earning tomorrow. Oof. I hope they self-identify as non-tech stock"
[X Link](https://x.com/longriverCM/status/2019209877751550237) 2026-02-05T00:42Z [----] followers, [---] engagements
"One piece that rarely gets discussed in the U.S. debt conversation is the role of Fannie Mae ( $FNMA) and Freddie Mac ( $FMCC). They sit in this gray zone between public and private quietly absorbing mortgage risk and channeling capital into housing while implicitly leaning on the governments balance sheet. In practice they act as off-balance-sheet stabilizershelping keep mortgage markets liquid without the debt showing up cleanly in federal headlines. Thats not accidental. Its part of how the U.S. stretches its fiscal capacity without triggering an outright crisis. This matters because when"
[X Link](https://x.com/longriverCM/status/2019232493883232279) 2026-02-05T02:11Z [----] followers, [----] engagements
"$DVN - Devon Energy was actually my project when I interned at a hedge fund and I would track their 13F filings every quarter to see if the fund added shares. Interestingly they never chose to buy which made me both frustrated and amused. They went all in on gold miners in [----] and [----]. Fuck now they are rich and successful and I am here posting an essay. Funny how life works out sometimes. https://t.co/FGo4rRd2zr https://t.co/FGo4rRd2zr"
[X Link](https://x.com/longriverCM/status/2019245112929218998) 2026-02-05T03:02Z [----] followers, [---] engagements
"@zerohedge @grok walk me through the math behind it how is it sustainable and if that'd eat away their free cash flow"
[X Link](https://x.com/longriverCM/status/2019250606393946419) 2026-02-05T03:23Z [----] followers, [---] engagements
"@Barchart Yep and 70% of realtors havent sold houses for a year and more than [------] mortgages are now upside down and bigger than houses real values. Housing market is toasted. And id love to hear from the folks. How bad is your citys real estate market"
[X Link](https://x.com/longriverCM/status/2019252841626628396) 2026-02-05T03:32Z [----] followers, [----] engagements
"$BTC Bitcoins recent price action signals that the long-term bear phase is still intact. With MicroStrategys $MSTR Bitcoin position losing nearly $40 billion in just four months its clear that even major corporate holders are facing enormous downside risk. The market shows weak support at current levels and given macro pressures further declines seem likely before a sustainable bottom forms. MicroStrategy itself will probably continue to suffer under this exposure. Their balance sheet is heavily tied to Bitcoin meaning ongoing declines could pressure both earnings and stock price potentially"
[X Link](https://x.com/longriverCM/status/2019264968567259287) 2026-02-05T04:20Z [----] followers, [----] engagements
"@zerohedge @grok whats your take on this And why market doesnt like Warsh"
[X Link](https://x.com/longriverCM/status/2019268761665302945) 2026-02-05T04:36Z [----] followers, [----] engagements
"@cryptorover @grok confirmed this but also look back for the past [--] training days. What are the institutions sold bitcoins"
[X Link](https://x.com/longriverCM/status/2019288894467100776) 2026-02-05T05:56Z [----] followers, [----] engagements
"$SIRI not too bad. Ted did it"
[X Link](https://x.com/longriverCM/status/2019414456707449231) 2026-02-05T14:15Z [----] followers, [---] engagements
"@Kalshi And the economy is good I dont buy it. I think todays situation actually reminds me [----] when all tech companies are laying off people. Unemployment will eventually impact the spending. :)"
[X Link](https://x.com/longriverCM/status/2019416244701786526) 2026-02-05T14:22Z [----] followers, [----] engagements
"$SIRI. Have been holding them post $LSXMK era and adding a bunch around 19-20. Its been decent but now i am more confident than ever. $SIRI not too bad. Ted did it https://t.co/ECA9zw0jzb $SIRI not too bad. Ted did it https://t.co/ECA9zw0jzb"
[X Link](https://x.com/longriverCM/status/2019431333815321062) 2026-02-05T15:22Z [----] followers, [---] engagements
"@unusual_whales Even if unemployment stays low for now big layoffs early in the year can weaken consumer confidence and spending which is a major driver of GDP. This is bad either way"
[X Link](https://x.com/longriverCM/status/2019446791536583131) 2026-02-05T16:23Z [----] followers, [----] engagements
"On a more serious note. Loading up $BRK.B $BRKB shares around $400ease up my mind quite a bit"
[X Link](https://x.com/longriverCM/status/2019454042422857747) 2026-02-05T16:52Z [----] followers, [---] engagements
"@LeadingReport @grok what does he mean Care to explain"
[X Link](https://x.com/longriverCM/status/2019461467691475198) 2026-02-05T17:21Z [----] followers, [----] engagements
"Continue to be up. Shout out to $SIRI Oops. https://t.co/7XJDy29E6u Oops. https://t.co/7XJDy29E6u"
[X Link](https://x.com/longriverCM/status/2019462925224722738) 2026-02-05T17:27Z [----] followers, [---] engagements
"50% isnt unusual for crypto corrections. Historically BTC often sees 5070% drops from cycle highs before entering consolidation or bottoming. So this isnt necessarily a sign that the bear market is overits more of a mid-cycle correction in a volatile market. We might witness something new https://twitter.com/i/web/status/2019478442887016767 https://twitter.com/i/web/status/2019478442887016767"
[X Link](https://x.com/longriverCM/status/2019478442887016767) 2026-02-05T18:29Z [----] followers, [----] engagements
"@DeItaone @grok care to share more And why is their rate higher than other entites"
[X Link](https://x.com/longriverCM/status/2019490471114912185) 2026-02-05T19:17Z [----] followers, [---] engagements
"@Kalshi @grok whats your projection on when Give us scenarios an probability for each"
[X Link](https://x.com/longriverCM/status/2019509244849180847) 2026-02-05T20:31Z [----] followers, [----] engagements
"Started unwind some of my $SGOV cash reserve. Plan on adding $OSCR $SOFI $ZETA at current price levels. $CHYM is getting there. $SNOW is getting there. $SAP is getting interesting"
[X Link](https://x.com/longriverCM/status/2019513277881954324) 2026-02-05T20:47Z [----] followers, [---] engagements
"@KobeissiLetter @grok what happen And do you foresee it continue to go lower"
[X Link](https://x.com/longriverCM/status/2019516319650181282) 2026-02-05T20:59Z [----] followers, [----] engagements
"$GOOG $AMZN $META $MSFT These ratios dont look healthy to me"
[X Link](https://x.com/longriverCM/status/2019526157243412674) 2026-02-05T21:38Z [----] followers, [---] engagements
"Is it too aggressive if i choose to park all my cash in $BRK.B I suddenly have this idea to put all my cash in Berkshire instead of treasury bond"
[X Link](https://x.com/longriverCM/status/2019545270984536141) 2026-02-05T22:54Z [----] followers, [---] engagements
"This never gets old. Diversification is selling the winner to buy the losers. https://t.co/2fTa9gQ2Am Diversification is selling the winner to buy the losers. https://t.co/2fTa9gQ2Am"
[X Link](https://x.com/longriverCM/status/2019554961902784817) 2026-02-05T23:33Z [----] followers, [---] engagements
"Doesnt look too shabby. I might not be the one to follow in a crazy bull market i sure can get my way out of a downturn. Leverage $UVIX calls for the win $SIRI for the win Might start raising my stake shorting semiconductor industry. Current cash reserve is liquid and ready to be deployed. Continue to be up. Shout out to $SIRI https://t.co/ysRGqQMx3w Continue to be up. Shout out to $SIRI https://t.co/ysRGqQMx3w"
[X Link](https://x.com/longriverCM/status/2019556016677863654) 2026-02-05T23:37Z [----] followers, [---] engagements
"@Trevor_Sande @DeItaone And we shall thank him to become the liquidity we need to exit"
[X Link](https://x.com/longriverCM/status/2019557144732017028) 2026-02-05T23:41Z [----] followers, [--] engagements
"@MG_Feed Ikit feels like there are no safe assets to put my money at"
[X Link](https://x.com/longriverCM/status/2019557282544222557) 2026-02-05T23:42Z [----] followers, [--] engagements
"@MG_Feed Good businesses will never die If you plan on holding long term then its all about business itself"
[X Link](https://x.com/longriverCM/status/2019562540766801950) 2026-02-06T00:03Z [----] followers, [--] engagements
"Ive been fairly bearish on the economy since 2024and my perspective comes from my day-to-day work. I look at millions of customer records studying how consumer lending wholesale lending and corporate finance actually function. The trends I see are telling: Delinquencies are rising across other loans and credit cards. Mortgages are slowing down with fewer home purchases and transactions. These are not minor signals. They paint a picture of an economy that isnt as healthy as headlines suggest. And its a reminder: companies cant post record-breaking revenue forever if the fundamentals of the"
[X Link](https://x.com/longriverCM/status/2019566675658445094) 2026-02-06T00:19Z [----] followers, [---] engagements
"People keep saying HBM isnt a commodity but thats only true temporarily. Structurally memory has always been a commodity business. Whats different today is that HBM sits early in its cycle: high complexity tight qualification with AI chipmakers and limited supply have created real pricing power. That phase never lasts. The real signal isnt demand its capex. Once players like Samsung expand capacity fixed costs are sunk and marginal costs collapse. At that point not filling capacity is worse than selling at lower prices. History shows memory cycles are supply-driven not demand-driven and"
[X Link](https://x.com/longriverCM/status/2019620167672558031) 2026-02-06T03:52Z [----] followers, [----] engagements
"Amazons capex is massive and still accelerating (AI data centers logistics). Investors were hoping for a harvest phase after years of spend. Instead Amazon basically said: spending stays high. That hits free cash flow expectations immediately and AMZN trades far more on FCF than on EPS. The market is fine with AI spending if theres a clear payoff timeline. With Amazon the return profile is fuzzier than say Microsofts. AWS growth has stabilized not re-accelerated hard enough to justify this level of spend yet. https://twitter.com/i/web/status/2019620813016543436"
[X Link](https://x.com/longriverCM/status/2019620813016543436) 2026-02-06T03:54Z [----] followers, [----] engagements
"@RonONeil11 @Mr_Derivatives 🤝"
[X Link](https://x.com/longriverCM/status/2019629073224319344) 2026-02-06T04:27Z [----] followers, [--] engagements
"Id actually say this from my experience. I never bought at the exact bottom. Most of the time I bought at the middle ground. And I slowly added position to bring down my average cost. I know my limit pretty well. Even if I see the bottom i wouldnt go all in. Its just my personality. But accumulate shares of a business i trust i can do that. Hold them long term i can do that. Even for the $MOH example i bought a bit around $129 i bought more around [---] eventually i had a massive position around $147. Its a price i feel comfortable with its a good business and i sold it around [---]. Now its back"
[X Link](https://x.com/longriverCM/status/2019630728623935708) 2026-02-06T04:34Z [----] followers, [--] engagements
"$BTC so close to see $60000. I guess its a pause now"
[X Link](https://x.com/longriverCM/status/2019632253614080250) 2026-02-06T04:40Z [----] followers, [---] engagements
"@Barchart @grok last time bitcoin fell this low what happened to the stock market"
[X Link](https://x.com/longriverCM/status/2019635576681758895) 2026-02-06T04:53Z [----] followers, [---] engagements
"@theRealKiyosaki @grok what did this guy do exactly Besides the book what other things he was successful at Sounds like he was wrong very often"
[X Link](https://x.com/longriverCM/status/2019640406259167504) 2026-02-06T05:12Z [----] followers, [----] engagements
"Heres what I think is going on: 1.A major leveraged position likely got liquidated probably a single whale or a few ultra-large holders with tens of thousands of BTC on margin. That kind of forced selling can trigger cascading liquidations even if overall market sentiment isnt universally panic-driven. 2.Liquidity crunch in key exchanges when a massive position is forced to sell exchanges can struggle to fill orders at current prices accelerating the drop. Thats why $10k+ moves happen faster than typical market reactions. 3.Psychological impact once a big number of daily drop is breached it"
[X Link](https://x.com/longriverCM/status/2019643306787865001) 2026-02-06T05:24Z [----] followers, [----] engagements
"Retail options activity exploding like this is a late-cycle signal not a sign of healthy market participation. When individual investors pile into short-dated optionsespecially in macro hedges like gold and silverit usually reflects volatility-chasing and emotional positioning not long-term conviction. The fact that precious-metals options volume is multiples of prior peaks suggests retail isnt just hedging anymore; theyre speculating on macro stress in a leveraged way. Historically that kind of behavior clusters near turning points not durable bottoms. When markets become dominated by"
[X Link](https://x.com/longriverCM/status/2019665231379665342) 2026-02-06T06:51Z [----] followers, [---] engagements
"My take on this: Sentiment beat expectations driven almost entirely by better current conditions not future confidence Expectations barely moved signaling relief not optimism 1-year inflation expectations fell (good for the Fed) but 5-year ticked up (credibility still shaky) The data isnt fake but its soft and narrative-sensitive (gas prices headlines timing) https://twitter.com/i/web/status/2019789729382760531 https://twitter.com/i/web/status/2019789729382760531"
[X Link](https://x.com/longriverCM/status/2019789729382760531) 2026-02-06T15:06Z [----] followers, [---] engagements
"If the goal is to predict the Consumer Price Index (CPI) UMich has indeed been "wrong." Throughout [----] actual inflation (CPI) trended lowerending the year around 2.7%while UMich respondents were bracing for 4.0% to 4.4%. Historically UMich data shows "partisan bias" where supporters of the party in power often report more optimistic views while the opposition reports more pessimistic (higher inflation) views. However in early [----] UMich Director Joanne Hsu noted that the jump in expectations was broad-based across both parties driven by fears of new tariffs and policy shifts. Market measures"
[X Link](https://x.com/longriverCM/status/2019793546417492044) 2026-02-06T15:21Z [----] followers, [---] engagements
"The headline S&P [---] volatility looks low but under the surface single-stock volatility is soaring now [--] higher than the index and doubling over the past two weeks. This gap signals internal stress: mega-cap names are keeping the index calm while most other stocks are swinging wildly due to earnings surprises guidance risk and capex concerns. Higher-for-longer interest rates uneven cash-flow dynamics and crowded positioning are amplifying stock-level moves. This is a classic dispersion-driven market where volatility is concentrated in individual names rather than broad indices. Historical"
[X Link](https://x.com/longriverCM/status/2019794404840530054) 2026-02-06T15:24Z [----] followers, [---] engagements
"Hyperscalers like AWS Microsoft Azure and Google Cloud are quietly managing capacity. Theyre not broadcasting expansion plans because announcing massive builds signals increased costs slower ROI or potential overcapacity which can spook investors. By keeping quiet they maintain perceived scarcity of compute and storage letting customers keep paying for high demand. Publicizing constraints could trigger pushback renegotiation or alternative solutions from corporate clients. https://twitter.com/i/web/status/2019797226759852443 https://twitter.com/i/web/status/2019797226759852443"
[X Link](https://x.com/longriverCM/status/2019797226759852443) 2026-02-06T15:35Z [----] followers, [---] engagements
"@Kalshi Dead cat bounce. 😂"
[X Link](https://x.com/longriverCM/status/2019798372870242430) 2026-02-06T15:40Z [----] followers, [---] engagements
"Call options surged to [------] contracts 4x the previous record. High call volume often indicates investor optimism for upside but it can also reflect speculative hedging or leveraged bets. Traders may be trying to profit from a potential short-term rebound or volatility-driven gains rather than a long-term bullish conviction. Investors are piling into call options on $IGV because software stocks are deeply oversold sentiment is negative and there is potential for a short-term rebound. The record volume suggests both speculative interest and hedge positioning betting that the sharp 2025"
[X Link](https://x.com/longriverCM/status/2019800408462332196) 2026-02-06T15:48Z [----] followers, [----] engagements
"@unusual_whales oof then RIP to us housing market. No one would buy up the properties"
[X Link](https://x.com/longriverCM/status/2019802166609793228) 2026-02-06T15:55Z [----] followers, [---] engagements
"@unusual_whales so they give in @grok what happened"
[X Link](https://x.com/longriverCM/status/2019802996679319878) 2026-02-06T15:58Z [----] followers, [----] engagements
"@zerohedge @grok whos behind it"
[X Link](https://x.com/longriverCM/status/2019803654379995603) 2026-02-06T16:01Z [----] followers, [---] engagements
"@WatcherGuru Crypro bros for the win today"
[X Link](https://x.com/longriverCM/status/2019806901912138124) 2026-02-06T16:14Z [----] followers, [---] engagements
"@Mr_Derivatives A lovely one. Lets say what happens next"
[X Link](https://x.com/longriverCM/status/2019809186633433561) 2026-02-06T16:23Z [----] followers, [---] engagements
"@DeItaone Wow i do expect a rebound but 10% feels aggressive. @grok why 10% Whos buying"
[X Link](https://x.com/longriverCM/status/2019811718529204599) 2026-02-06T16:33Z [----] followers, [---] engagements
"@zerohedge Employment dropped but the official unemployment rate fell because people left the labor force or the job losses were offset by other data quirks. Its a signal of labor market friction rather than pure strength"
[X Link](https://x.com/longriverCM/status/2019812405384184126) 2026-02-06T16:36Z [----] followers, [---] engagements
"@DeItaone @grok give me a scenario analysis i want to see possibilities of each scenarios and whether this is sustainable"
[X Link](https://x.com/longriverCM/status/2019815134752068045) 2026-02-06T16:47Z [----] followers, [----] engagements
"@jimcramer Stop. We will want to retain and make money from $GOOG"
[X Link](https://x.com/longriverCM/status/2019817191131214210) 2026-02-06T16:55Z [----] followers, [---] engagements
"@Mr_Derivatives Is there enough liquidity to send $BTC back to $75000. If its another leveraged playits gonna collapse faster right"
[X Link](https://x.com/longriverCM/status/2019818016712933485) 2026-02-06T16:58Z [----] followers, [---] engagements
"@Kalshi How are those $BTC to [-----] bets doing now"
[X Link](https://x.com/longriverCM/status/2019818099462320311) 2026-02-06T16:58Z [----] followers, [---] engagements
"@WatcherGuru Reverse timberrrrrrr. Wonder if its sustainable"
[X Link](https://x.com/longriverCM/status/2019820806948397351) 2026-02-06T17:09Z [----] followers, [---] engagements
"@DeItaone @grok whats the implications of this"
[X Link](https://x.com/longriverCM/status/2019822118150853040) 2026-02-06T17:14Z [----] followers, [----] engagements
"@LeadingReport He doesnt know thats a racist video Sorry that staff* doesnt know thats a racist video **wink wink"
[X Link](https://x.com/longriverCM/status/2019825085302075413) 2026-02-06T17:26Z [----] followers, 60.2K engagements
"NVIDIA and hyperscalers (like Amazon Microsoft Google) are pouring tens of billions into AI infrastructure: GPUs data centers networking and software. This is real money and drives future growthbut its front-loaded and extremely capital-intensive. Sustaining that level year after year is tough especially if revenue growth slows or macro conditions worsen. AI models are hungry for compute but actual enterprise adoption is still early-stage. Theres a lag between interest and actual long-term contract commitments. Huangs claim of [--] years to figure out demand is basically saying we dont know how"
[X Link](https://x.com/longriverCM/status/2019828401305985054) 2026-02-06T17:39Z [----] followers, [----] engagements
"@StockMKTNewz GPUs arent cheap; data center expansion is costly. If growth slows or supply/demand mismatches occur margins can be compressed. Even NVIDIAs near-term earnings could feel pressure if capex doesnt convert into sales fast enough"
[X Link](https://x.com/longriverCM/status/2019829177831289200) 2026-02-06T17:42Z [----] followers, [----] engagements
"@WatcherGuru Liquity is back And recession is canceled"
[X Link](https://x.com/longriverCM/status/2019830909147775487) 2026-02-06T17:49Z [----] followers, [---] engagements
"OpenAI can scale on NVIDIA chips. Thats how GPT-4/5 was trained. But NVIDIAs supply is finite. High-end chips are expensive have long lead times and manufacturing cant instantly scale to OpenAIs projected demand. Its doable technicallyOpenAI can and does rely on NVIDIAbut logistically and financially its a huge dependency. OpenAI essentially ties its next-generation models to NVIDIAs manufacturing pricing and roadmap. https://twitter.com/i/web/status/2019831236739363274 https://twitter.com/i/web/status/2019831236739363274"
[X Link](https://x.com/longriverCM/status/2019831236739363274) 2026-02-06T17:51Z [----] followers, [---] engagements
"Meta spends a lot on AI (they have the LLaMA models AI research and big data centers). But their capex efficiency is questionable. There are reports of huge data center spend and GPU buys that dont always translate into commercial revenue. Their AI products havent captured the market the way OpenAI or Google haveso saying no one uses AI better than Meta is clearly an exaggeration. CEOs often praise peers to curry favor or hype the market. For NVIDIA it also signals: if you want high-performance AI you need our chipsbecause even the best companies rely on them. Its more marketing spin than"
[X Link](https://x.com/longriverCM/status/2019832100061393166) 2026-02-06T17:54Z [----] followers, [----] engagements
"@Polymarket @grok what triggers this shutdown Didnt they just reach for an agreement and re-open it"
[X Link](https://x.com/longriverCM/status/2019835507681947854) 2026-02-06T18:08Z [----] followers, [----] engagements
"@DeItaone I need in & out and shake shack to drop the price for their burgers. 🤝"
[X Link](https://x.com/longriverCM/status/2019837125693510122) 2026-02-06T18:14Z [----] followers, [----] engagements
"@Kalshi This is crazy. Past few days felt like they never happened"
[X Link](https://x.com/longriverCM/status/2019855937826341206) 2026-02-06T19:29Z [----] followers, [---] engagements
"@DeItaone @grok would this impact the stock price"
[X Link](https://x.com/longriverCM/status/2019856813462818924) 2026-02-06T19:32Z [----] followers, [---] engagements
"@KobeissiLetter This is crazy. After all recent earnings and news are we this confident Where does all the liquidity come from The past few days felt like a dream"
[X Link](https://x.com/longriverCM/status/2019857608425799741) 2026-02-06T19:35Z [----] followers, [---] engagements
"@zerohedge @grok why would Netflex be in legal and political trouble now What did they do"
[X Link](https://x.com/longriverCM/status/2019857845307539519) 2026-02-06T19:36Z [----] followers, [---] engagements
"$BTC $ETH I guess liquidity is back Ill rage bait you guys next time they drop"
[X Link](https://x.com/longriverCM/status/2019860263781196286) 2026-02-06T19:46Z [----] followers, [---] engagements
"@Kalshi [---] trillion feels really off. 😂 Imagine all the revenue and earning $TSLA have to generate to back it up"
[X Link](https://x.com/longriverCM/status/2019860965098156516) 2026-02-06T19:49Z [----] followers, [----] engagements
"Not every sharp bounce is a trap. In some cases large moves up after prolonged sell-offs can mark capitulation and a potential trend reversal. For example if $MSTR and Bitcoin are up sharply on unusually high volume and accompanied by positive fundamentals (adoption news regulatory clarity or institutional buying) it might be more than a short-term bear bounce. Cryptocurrencies like Bitcoin often decouple from equities. A sharp bounce in BTC might not even correlate with broader macro risk sentiment. $MSTR moves can sometimes track BTC rather than the general market. So selling $MSTR or"
[X Link](https://x.com/longriverCM/status/2019863652455837969) 2026-02-06T19:59Z [----] followers, [----] engagements
"@unusual_whales Deflation time is coming"
[X Link](https://x.com/longriverCM/status/2019871305432985954) 2026-02-06T20:30Z [----] followers, [--] engagements
"@zerohedge This is crazy. I guess recession is canceled. Bear market is canceled. And we are now starting the golden era"
[X Link](https://x.com/longriverCM/status/2019875544998047794) 2026-02-06T20:47Z [----] followers, [---] engagements
"Bitcoin universal outperformer. BTC has outperformed in specific bull cycles but on a risk-adjusted basis its far more volatile than physical capital produces no cash flow and has underperformed many traditional assets over long stretches. Digital credit doesnt beat traditional credit once risk is priced in Higher yields mostly reflect higher default risk weak underwriting smart-contract risk and lack of legal protections. Thats not true outperformance its risk transfer. $MSTR isnt better Bitcoin its leveraged equity MicroStrategys outperformance comes from leverage equity risk premium and"
[X Link](https://x.com/longriverCM/status/2019882173763879214) 2026-02-06T21:13Z [----] followers, [----] engagements
"Calling this a dip buyers win moment confuses price action with validation. A +130-point S&P move and $1.1T in market cap added says more about positioning flows and short-covering than fundamentals. In liquidity-driven markets sharp rallies often occur because participants are underexposed or hedged not because risk has genuinely improved. One strong close doesnt negate elevated valuations slowing earnings growth or macro uncertainty. dip buyers didnt win they werent punished today. Thats not the same thing. Winning requires confirmation through earnings margins and cash flows not just a"
[X Link](https://x.com/longriverCM/status/2019882800556757336) 2026-02-06T21:16Z [----] followers, [----] engagements
"@Polymarket @grok which crypto hedge fund will blow up"
[X Link](https://x.com/longriverCM/status/2019884151302996360) 2026-02-06T21:21Z [----] followers, [---] engagements
"Trumps public statements include language about India eliminating tariffs and buying lots of U.S. products but Indian government sources have not fully endorsed the zero-tariff or $500B purchase claims they describe them as aspirational or part of ongoing negotiations rather than binding commitments. India has not officially said it will eliminate tariffs across the board on all U.S. industrial and agricultural goods. Sensitive food and dairy sectors are explicitly excluded from immediate cuts. They dont have credibility and can execute poorly. Its a bad deal"
[X Link](https://x.com/longriverCM/status/2019900245241376999) 2026-02-06T22:25Z [----] followers, [----] engagements
"@Polymarket Its fascinating. You can almost bet on everything these days"
[X Link](https://x.com/longriverCM/status/2019915149566504998) 2026-02-06T23:24Z [----] followers, [---] engagements
"@Mr_Derivatives Crazy time for $AMZNthe capex story really impacts them a lot"
[X Link](https://x.com/longriverCM/status/2019961246804578376) 2026-02-07T02:27Z [----] followers, [---] engagements
"Tonight feels slow. Do people stop posting all of sudden"
[X Link](https://x.com/longriverCM/status/2019967516689277360) 2026-02-07T02:52Z [----] followers, [---] engagements
"@WatcherGuru Ok. @grok what happened Did tom lee buy any recently"
[X Link](https://x.com/longriverCM/status/2019988179785240576) 2026-02-07T04:14Z [----] followers, [---] engagements
"Benchmarks are narrow and gameable. Whoever optimizes directly for them wins temporarily. Foundation model capability best end-user research product. Distribution + ecosystem still dominate long-term outcomes not point-in-time evals. What is accelerating is the commoditization of raw intelligence. Everyone is converging fast. The edge is shifting toward: UX vertical workflows latency + cost trust / citations / compliance So yeah Perplexity deserves credit theyre executing well in their lane. But this isnt OpenAI is behind or Anthropic lost. https://twitter.com/i/web/status/2020164403430133978"
[X Link](https://x.com/longriverCM/status/2020164403430133978) 2026-02-07T15:55Z [----] followers, [---] engagements
"An unapproved CNH-stablecoin is basically a shadow FX rail. It lets money move across borders bypass quotas and dodge surveillance. Thats an existential red flag for the PBoC. The U.S. tolerates (even benefits from) dollar stablecoins exporting USD dominance. China views the same mechanism as a threat not a feature. Different systems different incentives. https://twitter.com/i/web/status/2020164727360340075 https://twitter.com/i/web/status/2020164727360340075"
[X Link](https://x.com/longriverCM/status/2020164727360340075) 2026-02-07T15:56Z [----] followers, [---] engagements
"@DeItaone @grok thoughts What do you think will happen in the future"
[X Link](https://x.com/longriverCM/status/2020180534383816972) 2026-02-07T16:59Z [----] followers, [---] engagements
"Just because 60% of customers earn over $100K doesnt mean the brand is growing or that the experience is good. It just shows Chipotle attracts affluent diners likely because people with higher income are more willing to pay $12$15 per burrito and still consider it fast casual. If the food quality is slipping and service is worse thats going to hurt repeat visits even if the customers are rich. Affluent customers might tolerate it for a while but at some point theyll switch to alternatives that feel better or more premium. You can tell that they are desperate. This stat is often used to make"
[X Link](https://x.com/longriverCM/status/2020182113501229311) 2026-02-07T17:05Z [----] followers, 15.8K engagements
"Ray If you don't give money away during a crisis you risk civil war or total societal breakdown. The "ROI" of avoiding a revolution is infinite even if it results in some currency devaluation. A "productive" society requires a floor of human dignity. Money spent on poverty reduction may not build a bridge but it builds the human capital that will eventually build the bridge. If there are idle workers and empty factories the government can create money to put them to work without causing inflation effectively "printing" productivity into existence. @grok what do you think"
[X Link](https://x.com/longriverCM/status/2020184958355025931) 2026-02-07T17:16Z [----] followers, [---] engagements
"@LeadingReport @grok why did they yank the mic on him"
[X Link](https://x.com/longriverCM/status/2020185197728112842) 2026-02-07T17:17Z [----] followers, 18.4K engagements
"@Polymarket @grok what military assignment 🤔"
[X Link](https://x.com/longriverCM/status/2020186900594893177) 2026-02-07T17:24Z [----] followers, 41.6K engagements
"This assumes near-perfect automation and renewable energy scaling. Well shouldnt human factors (politics regulation inequality security) still matter dollars might not disappear overnight and you still need a thing to function as global trade. Control over energy and production would likely become the new locus of power rather than traditional capital. Thats 100% true. https://twitter.com/i/web/status/2020203230064701929 https://twitter.com/i/web/status/2020203230064701929"
[X Link](https://x.com/longriverCM/status/2020203230064701929) 2026-02-07T18:29Z [----] followers, [----] engagements
"@VladTheInflator Thanks for saying it Its more about the existing homebuyers upgrade or downgrade houses. The real group that can bring in marginal increase is no where close on buying a house"
[X Link](https://x.com/longriverCM/status/2020207127076433928) 2026-02-07T18:44Z [----] followers, [---] engagements
"Lutnicks statement is a very simplistic and ideologically loaded claim and it doesnt hold up if you look at the data carefully. From the 1990s through the 2010s the U.S. and other Western economies saw strong GDP growth innovation booms (think tech in Silicon Valley) and rising corporate profits. Even after the [----] financial crisis the U.S. recovered faster than many expected with unemployment eventually falling to historic lows pre-COVID. Globalization allowed cheap imports from countries like China India and Vietnam keeping consumer prices lowso households could buy more with the same"
[X Link](https://x.com/longriverCM/status/2020212088233209868) 2026-02-07T19:04Z [----] followers, [----] engagements
"@BillAckman Investigate into things you dont like @grok what is he talking about And if you think its valid"
[X Link](https://x.com/longriverCM/status/2020225241679573222) 2026-02-07T19:56Z [----] followers, 13.4K engagements
"@jarg20260110 Whats your plan Just curious"
[X Link](https://x.com/longriverCM/status/2020225743247339716) 2026-02-07T19:58Z [----] followers, [--] engagements
"@arcticfoxxx_ @StockMKTNewz What makes you say that Just curious"
[X Link](https://x.com/longriverCM/status/2020229636672614719) 2026-02-07T20:14Z [----] followers, [---] engagements
"Nominal GDP = Real GDP + Inflation. If inflation ran 56% annually while real growth was 23% nominal growth could approach 79% which is probably what Bessent had in mind. So the 8% GDP growth scenario is almost certainly contingent on inflation running hot not pure economic expansion. Does he want the inflation back WTF Some of his recent comments are shocking to mefeels like he is changing https://twitter.com/i/web/status/2020231997927379216 https://twitter.com/i/web/status/2020231997927379216"
[X Link](https://x.com/longriverCM/status/2020231997927379216) 2026-02-07T20:23Z [----] followers, [----] engagements
"Nope. U.S. real GDP growth has averaged 23% over the last [----] years. Even during post-WWII recoveries or the 1990s tech boom growth rarely exceeded 45% real. 8% growth would be more than double a best-case normal cycle which is unrealistic without extraordinary circumstances. And if he wants mid-to-high level inflation then money you have will devalue quickly. https://twitter.com/i/web/status/2020237524069679378 https://twitter.com/i/web/status/2020237524069679378"
[X Link](https://x.com/longriverCM/status/2020237524069679378) 2026-02-07T20:45Z [----] followers, [--] engagements
"GDP is a lagging highly revised statistic. A few things inflate early reports: 1.Companies restocking can boost GDP temporarily. Tariff has all companies restocking. This isnt new demandits accounting for inventory changes. 2.Government spending definitely had impact. Sometimes fiscal timing effects (e.g. defense stimulus lag) can bump the number. 3.GDP is annualized. A 1.2% quarterly rise becomes 5% annualized. Small swings in quarterly numbers get magnified in this calculation. https://twitter.com/i/web/status/2020238133103628713 https://twitter.com/i/web/status/2020238133103628713"
[X Link](https://x.com/longriverCM/status/2020238133103628713) 2026-02-07T20:47Z [----] followers, [--] engagements
"Real double-digit GDP growth in the U.S. is basically impossible without some extreme shock (like war mobilization or a tech leap). Whats more realistic is double-digit nominal GDP growth which comes from real growth + inflation. Then its just inflation driven. Real economy health is measured by real GDP growth employment productivity wages and consumptionnot the nominal number that can be inflated by controlled inflation. So a double-digit nominal GDP story can be spun but it doesnt mean people feel rich or that businesses are actually booming. Then my problem with it becomesif people are"
[X Link](https://x.com/longriverCM/status/2020239272570187930) 2026-02-07T20:52Z [----] followers, [--] engagements
"Finallysomeone said it out loud. This is exactly what Ive been flagging for a while: the commercial real estate problem was never contained it was just delayed by extend-and-pretend financing and denial. Office CMBS blowing past the GFC peak isnt a surprise its the logical endpoint of structurally impaired demand colliding with higher rates and refinancing cliffs. A +600% surge in delinquencies over three years doesnt happen in a healthy marketit happens when the business model itself breaks. This isnt cyclical pain its a regime change. My view has consistently been that office is the"
[X Link](https://x.com/longriverCM/status/2020253157075378194) 2026-02-07T21:47Z [----] followers, 11.9K engagements
"@Kalshi I cant even come up with an action to this anymore. What can i do Short the US government 😂"
[X Link](https://x.com/longriverCM/status/2020254234063581530) 2026-02-07T21:51Z [----] followers, [---] engagements
"@Dearme2_ Football are we talking about football as soccer Or flag football I can easily beat the system that way"
[X Link](https://x.com/longriverCM/status/2020256153091928542) 2026-02-07T21:59Z [----] followers, [---] engagements
"@unusual_whales @grok how profitable is X now Hows their cashflow situation"
[X Link](https://x.com/longriverCM/status/2020256803628667079) 2026-02-07T22:02Z [----] followers, [----] engagements
"@grok @unusual_whales Then how can X serve the global financial needs"
[X Link](https://x.com/longriverCM/status/2020257327702823070) 2026-02-07T22:04Z [----] followers, [---] engagements
"@grok @unusual_whales How many people are using X money features"
[X Link](https://x.com/longriverCM/status/2020257707681599494) 2026-02-07T22:05Z [----] followers, [--] engagements
"@LeadingReport Pretty fair comment. @grok any us politicians got taken down"
[X Link](https://x.com/longriverCM/status/2020265871898284099) 2026-02-07T22:38Z [----] followers, [----] engagements
"No in my opinion. once an economy adapts to 0% everything becomes rate-sensitive: housing tech valuations government deficits private equity even labor markets. Thats why markets keep begging for a return to ZIRP not because its healthy but because it papers over structural weaknesses. Going back would lock in those distortions permanently. Not to mention it will ruin central bank credibility and bring inflation back like crazy https://twitter.com/i/web/status/2020269006884598077 https://twitter.com/i/web/status/2020269006884598077"
[X Link](https://x.com/longriverCM/status/2020269006884598077) 2026-02-07T22:50Z [----] followers, [---] engagements
"Lol i can tell you really love chipotle. I never said all fast food is the same. Franchise variability is obvious. What matters is whether a system enforces standards well enough that customers keep showing up. Traffic and unit economics answer that better than opinions. markets dont and wont lie for long. If Chipotles quality were actually improving across the board youd see it in sustained traffic growth not just price increases or digital mix. If customers felt the value slipping traffic would soften and eventually the stock would reflect it. some systems enforce quality better than"
[X Link](https://x.com/longriverCM/status/2020270224130339107) 2026-02-07T22:55Z [----] followers, [--] engagements
"Slower Hiring Slower Income Growth: Fewer new jobs mean fewer people earning wages which reduces consumer spending. Weaker Bargaining Power Slower Wage Growth: Workers have less leverage limiting wage increases which also reduces spending power. Companies cutting job openings often expect lower demand which can slow investment and production. Historically sharp drops in job openings precede economic slowdowns so this could forecast a broader slowdown in [----]. It's definitely gonna impact the economy. Let's see if AI can turn into spending and keep other non-AI industries alive."
[X Link](https://x.com/longriverCM/status/2020291668868546980) 2026-02-08T00:20Z [----] followers, [----] engagements
"@StockMKTNewz $SOFI bulls assemble It's a lovely business. I hope the melt down can kick it to low-teens.need lower entry price"
[X Link](https://x.com/longriverCM/status/2020291894920778033) 2026-02-08T00:21Z [----] followers, [----] engagements
"@LeadingReport Deflation time is coming or are all my Nebraska peeps getting poorer a bit today. @grok why do they approve a salary drop"
[X Link](https://x.com/longriverCM/status/2020293170139898298) 2026-02-08T00:26Z [----] followers, [---] engagements
"@unusual_whales Oof a tariff card might be coming to his way"
[X Link](https://x.com/longriverCM/status/2020293401443463181) 2026-02-08T00:27Z [----] followers, [---] engagements
"@Barchart Large-scale layoffs reduce consumer spending which is 70% of U.S. GDP. Less spending can slow growth. Companies cutting jobs in January could signal they expect slower demand for their products/services in [----]. Economy will go down"
[X Link](https://x.com/longriverCM/status/2020299491379990755) 2026-02-08T00:51Z [----] followers, [----] engagements
"@jonchimpo23 @KobeissiLetter Yes i think so. AI can boost up energy / infrastructure / software businesses sure. How would businesses like Kraft & Heinz Coca-Cola Pepsi make extra money if consumption demand is shrinking. (Assuming AI and automation can shrink their capex magically)"
[X Link](https://x.com/longriverCM/status/2020300056210076036) 2026-02-08T00:54Z [----] followers, [---] engagements
"@Gubloinvestor I know the answer you want to hear $ZETA"
[X Link](https://x.com/longriverCM/status/2020300166977474770) 2026-02-08T00:54Z [----] followers, [---] engagements
"@jonchimpo23 @KobeissiLetter Tax one is a good hit. I feel like the economy now is lagging on things considering all these policy changes take time to show effects. Tariffs refund Maybe. I doubt its sustainable though. A lot of businesses wont survive if it lasts longer"
[X Link](https://x.com/longriverCM/status/2020303393047388187) 2026-02-08T01:07Z [----] followers, [--] engagements
"@Kalshi Everyone knows. Expect to see spending going down and economy going stagnant"
[X Link](https://x.com/longriverCM/status/2020309650059768179) 2026-02-08T01:32Z [----] followers, 14.4K engagements
"@MG_Feed @Kalshi Interesting take"
[X Link](https://x.com/longriverCM/status/2020315198981284335) 2026-02-08T01:54Z [----] followers, [---] engagements
"@87BTG87 @Kalshi Might burst soon it feels like there is a lack of confirmation and data was giving mixed signals. Now we are seeing way more negative then positive"
[X Link](https://x.com/longriverCM/status/2020328345343328260) 2026-02-08T02:46Z [----] followers, [---] engagements
"@Mr_Derivatives Considering last & upcoming friday might be a payday for some people. We might see some passive liquidity. We will see the tax season impact over soon in a few weeks"
[X Link](https://x.com/longriverCM/status/2020329931972964593) 2026-02-08T02:52Z [----] followers, [---] engagements
"@jonchimpo23 @Gubloinvestor $KHC its built on a block of cheese and some ketchup"
[X Link](https://x.com/longriverCM/status/2020330054207828458) 2026-02-08T02:53Z [----] followers, [--] engagements
"I might be overly bearish sometimes. However I do feel like the market is currently rewarding the revenue growth but ignoring the capital intensity. If the software companies $AMZN $MSFT $META using this infrastructure (the "SaaS" layer) don't start seeing a massive ROI soon they will cut their cloud budgets. If that happens the Big Three will be left with hundreds of billions in "Stranded Assets"data centers full of aging chips that nobody wants to rent. I write this not to become the next big short but to simply express my thoughts. I'd love to hear people's thoughts as well as different"
[X Link](https://x.com/longriverCM/status/2020357970429628896) 2026-02-08T04:44Z [----] followers, [---] engagements
"@DeItaone In this case i might have to agree with them. Goldman isnt calling a crashtheyre calling continued instability and forced selling pressure. Thats a very different thing and its usually right before people start arguing about overreaction"
[X Link](https://x.com/longriverCM/status/2020549559412285900) 2026-02-08T17:25Z [----] followers, [----] engagements
"@Kalshi Oof thats not good. @grok what would happen if thats true"
[X Link](https://x.com/longriverCM/status/2020551315600855133) 2026-02-08T17:32Z [----] followers, [--] engagements
"@WatcherGuru @grok what makes them say that"
[X Link](https://x.com/longriverCM/status/2020561701179953554) 2026-02-08T18:13Z [----] followers, [----] engagements
"Aparently Maxwells accounts at UBS reportedly handled up to about $19 million over the years leading up to her arrest in [----] and her [----] conviction on sex-trafficking charges. The bank assigned her dedicated relationship managers and provided services typically offered to wealthy clients including moving funds and managing investments. After Jeffrey Epstein was arrested in mid-2019 UBS continued to facilitate financial transactions for Maxwell including moving money between her accounts as requested even weeks after the arrest. This is all starting to make sense @grok thoughts"
[X Link](https://x.com/longriverCM/status/2020564034131472434) 2026-02-08T18:23Z [----] followers, [----] engagements
"@unusual_whales Gotta give it to the EU politicians they take Epstein relations seriously. Ive seen more severe actions and charges being pressed on EU politicians thanwellUS politicians"
[X Link](https://x.com/longriverCM/status/2020564352445669559) 2026-02-08T18:24Z [----] followers, [----] engagements
"@WallStreetMav Feels fishy. @grok who were they gonna tease"
[X Link](https://x.com/longriverCM/status/2020564505059529168) 2026-02-08T18:24Z [----] followers, [----] engagements
"That number feels off to me I get that official inflation in the U.S. is slowing but not collapsing toward 0.6% annually. Reliable government data and centralbank commentary both show inflation still well above that level. Low singlemonth or alternative measure readings dont change the broader trend. https://twitter.com/i/web/status/2020569051630846342 https://twitter.com/i/web/status/2020569051630846342"
[X Link](https://x.com/longriverCM/status/2020569051630846342) 2026-02-08T18:42Z [----] followers, [---] engagements
"@VladTheInflator To be honeat i can get behind it. The fund is not properly used and private market can do better in many things better efficiency better service etc"
[X Link](https://x.com/longriverCM/status/2020595473221059006) 2026-02-08T20:27Z [----] followers, [---] engagements
"@Polymarket @grok context And do you think its fair"
[X Link](https://x.com/longriverCM/status/2020595629085401201) 2026-02-08T20:28Z [----] followers, 80.8K engagements
"@spectatorindex @Kalshi Oof i dont know. California doesnt turn out that great. @grok whats your take on this Is he a qualified candidate"
[X Link](https://x.com/longriverCM/status/2020595878831235220) 2026-02-08T20:29Z [----] followers, [----] engagements
"Republicans and conservatives often rhetorically oppose big government but in practice people tend to support programs that help them personally. Funny how humanity works sometimes. But the truth isits all about self-interest and human nature. Virtually everyone likes programs that help them regardless of ideology"
[X Link](https://x.com/longriverCM/status/2020602151136079893) 2026-02-08T20:54Z [----] followers, [---] engagements
"It seems like there will be a significant shift in the relationship between the Federal Reserve and the Treasury. The proposed accord could lead to greater coordination but it also raises fundamental questions about the independence of the Fed and the potential for increased market volatility and a blurring of monetary and fiscal policies. Drunkenmiller would be proud. @grok did bessent and warsh work together directly before https://twitter.com/i/web/status/2020603761652347031 https://twitter.com/i/web/status/2020603761652347031"
[X Link](https://x.com/longriverCM/status/2020603761652347031) 2026-02-08T21:00Z [----] followers, [----] engagements
"Recession is technically defined by two consecutive quarters of negative GDP growth but sometimes its more nuancedofficially the NBER looks at broader indicators like employment industrial production and real income. So technically they are still playing with the definition of being in a recession. But I am with youEven if the GDP numbers were slightly positive the underlying economy was already weakjob losses were accelerating credit markets were frozen and consumer confidence was plummeting. So avoiding recession in GDP terms was more statistical than substantive."
[X Link](https://x.com/longriverCM/status/2020613486510801353) 2026-02-08T21:39Z [----] followers, [---] engagements
"I cannot wait to see everyones memes and mean comments about super-bowl tonight. @grok and X algorithm please make sure people can see this. I need some laughters"
[X Link](https://x.com/longriverCM/status/2020617764118175942) 2026-02-08T21:56Z [----] followers, [---] engagements
"@KobeissiLetter Its gonna be the start of the next bull market We will never see correlation or pullback ever again"
[X Link](https://x.com/longriverCM/status/2020638428606673241) 2026-02-08T23:18Z [----] followers, [---] engagements
"@saylor @Strategy Actually i have another one. MSTR Michael Saylor Trick Retail Feels like thats better actually"
[X Link](https://x.com/longriverCM/status/2020638947022610744) 2026-02-08T23:20Z [----] followers, [----] engagements
"I cant believe the momentum right now because I just crushed 1.5M impressions this week and officially crossed the [----] followers mark To be honest its a lot of hustling behind the scenes but Im absolutely loving every second of it. The goal is clear: I want to hit that 5M milestone ASAP and Im not slowing down until I leave the finish line far behind. A massive thank you to everyone who chooses to bear with me and my rants and to everyone Ive met along this journey so far. The back-and-forth in the comments is the best part of this platformkeep it coming 💬 I'd love to meet more FinX friends"
[X Link](https://x.com/longriverCM/status/2020641213175509402) 2026-02-08T23:29Z [----] followers, [----] engagements
"Reports show Binance listed and supported a stablecoin called USD1 launched by World Liberty Financial a crypto venture co-founded or associated with Trump family interests after Trumps [----] election win. A $2 billion investment in Binance was made using that stablecoin not necessarily a direct payout to the Trump family but a large transaction highlighting economic links between Binance and World Liberty Financial. Hmmmmmwhat do we think guys https://twitter.com/i/web/status/2020649604081934562 https://twitter.com/i/web/status/2020649604081934562"
[X Link](https://x.com/longriverCM/status/2020649604081934562) 2026-02-09T00:03Z [----] followers, [----] engagements
"@FoxNews ok.why @grok why. just.why"
[X Link](https://x.com/longriverCM/status/2020650796338262059) 2026-02-09T00:07Z [----] followers, [---] engagements
"Markets are pricing currency stress + policy risk not growth. A move like that in gold and silver would scream loss of confidence in fiat higher inflation risk and demand for hard assets not everything is fine. It fits with tightening credit leverage cracking and investors quietly reaching for hedges. Another wild week yeah and probably not the last one. I feel like it might be the new regular theme for traders and investors. https://twitter.com/i/web/status/2020652530309460271 https://twitter.com/i/web/status/2020652530309460271"
[X Link](https://x.com/longriverCM/status/2020652530309460271) 2026-02-09T00:14Z [----] followers, [----] engagements
"This might be too early to say but this is worse than Rams vs Seahawks"
[X Link](https://x.com/longriverCM/status/2020655338320769107) 2026-02-09T00:25Z [----] followers, [---] engagements
"@zerohedge Sometimes you gotta give uncle warren respect. He timed it at the exact moment to entry and the hedging strategy helped them mitigate the Yen risk. Master of Investing"
[X Link](https://x.com/longriverCM/status/2020657743649284226) 2026-02-09T00:35Z [----] followers, [----] engagements
"@KobeissiLetter He wants to see inflation flying. Doesn't he"
[X Link](https://x.com/longriverCM/status/2020658143752290582) 2026-02-09T00:36Z [----] followers, [--] engagements
"@xiongyu1988 you should"
[X Link](https://x.com/longriverCM/status/2020661801806184721) 2026-02-09T00:51Z [----] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@longriverCM Long River Holding
Long River Holding posts on X about inflation, kalshi, ai, liquidity the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +46%
- [--] Month [---------] +2,146%
- [--] Months [---------] +102,152%
- [--] Year [---------] +187,915%
Mentions: [---] #
- [--] Week [---] -0.61%
- [--] Month [-----] +730%
- [--] Months [-----] +9,869%
- [--] Year [-----] +26,650%
Followers: [-----] #
- [--] Week [-----] +8.10%
- [--] Month [-----] +292%
- [--] Months [-----] +1,796%
- [--] Year [-----] +2,537%
CreatorRank: [-------] #
Social Influence
Social category influence finance 39.78% stocks 22.2% cryptocurrencies #4641 technology brands 9.11% countries 4.31% exchanges #2915 currencies 1.6% celebrities 1.6% financial services #989 automotive brands 1.12%
Social topic influence inflation #866, kalshi #197, ai 5.27%, liquidity #694, debt #1062, growth #1405, business #4753, market #2542, crypto 3.04%, reduce #411
Top accounts mentioned or mentioned by @grok @kalshi @deitaone @zerohedge @kobeissiletter @cryptorover @unusualwhales @jonchimpo23 @leadingreport @mrderivatives @stockmktnewz @guytalksenergy @polymarket @tradechronicle @watcherguru @jarg20260110 @barchart @mg_feed @realtacotrades @vladtheinflator
Top assets mentioned Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Sirius XM Holdings Inc (SIRI) ZetaChain (ZETA) Coinbase Global Inc. (COIN) Microsoft Corp. (MSFT) Berkshire Hathaway Inc Class B (BRK.B) Strategy (MSTR) Molina Healthcare, Inc. (MOH) GameStop, Corp. (GME) Berkshire Hathaway Inc. (BRK.A) Amazon.com, Inc. (AMZN) Metadium (META) Mario Coin (COIN) Oscar Health, Inc. (OSCR) Devon Energy Corp (DVN) BlackRock Inc (BLK) Kraft Heinz Co (KHC)
Top Social Posts
Top posts by engagements in the last [--] hours
"What Russia Would Be Trying to Achieve Return to USD settlement Regain access to global liquidity. Reduce transaction friction. Reconnect to Western capital markets. Stabilize currency flows. This would be a massive economic relief valve for them. Joint investment in natural gas Russia has enormous stranded capacity. Europe partially cut off. Asia absorbs some but not at optimal margins. U.S. partnership could mean tech financing LNG coordination. Critical raw materials Russia controls meaningful reserves of nickel palladium uranium rare materials. The U.S. wants supply chain diversification"
X Link 2026-02-12T20:22Z [----] followers, [----] engagements
"Look its actually pretty simple. If Palantir wants to be the "great" company they claim to be they need to stop the games and just do the right thing. Here is how I would say to $PLTRs leadership team: [--]. You can't keep bragging about "winning" while you're diluting the hell out of the people who actually own the stock. Giving away billions in stock to employees and founders while the actual shareholders get their ownership shrunk by 6% or 7% every year is just wrong. If the business is actually successful reward the stakeholders for once instead of just making the insiders billionaires. 2."
X Link 2026-02-13T04:25Z [----] followers, [---] engagements
"Interesting 🤔 Donald Trump buying $GM $OXY $SIRI bondsfeels oddly familiarAuto. Energy. Media cash flows. Are we witnessing Buffett-style investing with a Trump twistSame companies different playbook 🤔"
X Link 2026-01-17T02:30Z [----] followers, [---] engagements
"$MOH Molina healthcare is an attractive business. With Michael Burry's shoutout and relentless write-up I decide to take a look at this business to see whether it's worth it to increase my current position. From a structural perspective Molina is a massive company that's been growing. The primary strength lines in its balance sheet its asset-light scalability; the company managed to increase its net cinema while keeping physical capital expenditures extremely low. The growth is bolstered and fueled by a massive liquidity cushion - over $8.4 billion in cash and current investments - which"
X Link 2026-01-19T23:30Z [----] followers, [---] engagements
"@PeterSchiff Its gonna be global Peter. China is struggling and going through housing bubble crisis. Japans debt problem will be out of control by [----]. Europe hasnt has anything exciting since 2000s. US is probably what keeps global economy in place in a way"
X Link 2026-01-20T17:37Z [----] followers, 57.6K engagements
"@InvestorSince21 $JD and $OSCR are my current positions. $NVO is in my research queue. I dont know about XPeng though.its shady business in my opinion"
X Link 2026-01-21T20:48Z [----] followers, [---] engagements
"$RLJ as promised To begin with I believe $RLJ RLJ Lodging Trust is a very attractive business with season growth opportunities coming up. It is a cash cow dressed in 'dirty accounting clothes'. They look broke on paper but they are swimming in cash. Why do I say that Well.In the eyes of IRS Depreciation is the enemy. From $RLJ's perspective $138M 'paper loss' wipes out their taxable income. Because their accounting profit is so low. They pay minimum corporate income tax. At the same time REITs are legally required to pay out 90% of their taxable income as dividends. If the income looked"
X Link 2026-01-22T02:19Z [----] followers, [---] engagements
"On one hand people from wall street are seeng record amount for investment and inflows. On the other hand people are having trouble staying on payment schedule for auto loans credit card mortgages. We are seeing GFC level of delinquency data. Its a weird world and I am sure system is rigged. https://twitter.com/i/web/status/2014355029231112632 https://twitter.com/i/web/status/2014355029231112632"
X Link 2026-01-22T15:10Z [----] followers, [---] engagements
"$BRK.A $BRK.B Berkshire Hathaway has had a rough year so far. $KHC sell will hurt their balance sheet. I am not sure how do I feel about greg but I think he needs a Charlie Munger type of character next to him. Their $SIRI and $OXY investments are stagnant also"
X Link 2026-01-23T15:45Z [----] followers, [---] engagements
"@PeterSchiff A few stocks I am watching / holding $RRC $EQT $PAA $DVN 😎"
X Link 2026-01-23T19:40Z [----] followers, [---] engagements
"I need to see more FinX people and connect with them. If you are into investing or talking about stocks or you happen to see this post leave a comment or like or help me repost it so more people can see it. Love to meet you and talk or learn about new ideas"
X Link 2026-01-25T01:29Z [----] followers, [----] engagements
"Finally someone notices. Auto loans are one of the most socially accepted wealth destroyers out there: people finance depreciating assets just to signal status to people who dont care. Long loan terms and low monthly payments hide the reality that borrowers stay underwater for years while paying interest on something losing value every day. Now banks are rejecting applications at decade-high rates because the credit spectrum is brokenprices are inflated collateral is weaker and past underwriting was far too loose. This isnt a sudden credit crunch its the system admitting it mispriced risk for"
X Link 2026-01-25T17:42Z [----] followers, [---] engagements
"I have to admit writing this $SIRI analysis feels a little like a fan letter to Ted Weschler. His interviews and podcasts are absolute goldevery insight he shares is like a masterclass in investing. Ted Weschlers approach is the kind of investing I aspire to emulate every single day. But also $SIRI pays consistent 5% dividend and Warren owns 37% of the business. It can't be that bad. Onto the next one Let me know what you think https://t.co/X4uauF5a4P https://t.co/X4uauF5a4P"
X Link 2026-01-27T18:01Z [----] followers, [---] engagements
"Ive heard something interesting from friends across Toyota $TM Honda $HMC and Mazda $MZDAY and the message has been surprisingly consistent. All three just wrapped up one of their most profitable years on record. But recent town halls and company-wide meetings / notes are telling a different forward-looking story: tariffs are hitting hard. If current policies remain in place margins are getting squeezed to the point where some of these businesses are either barely profitable or potentially slipping into losses. Whats striking is how aligned leadership has been across companies. The conclusion"
X Link 2026-01-29T04:49Z [----] followers, [---] engagements
"Pulled triggers on a few things today. [--]. $ZETA [--]. $IAUX [--]. $BAK Also added puts on semiconductor index"
X Link 2026-01-29T19:44Z [----] followers, [---] engagements
"@KobeissiLetter Even market doesnt have a clear direction at this point. I bet people cant tell or know for sure if its gonna be soft landing or hard landing anymore"
X Link 2026-01-29T22:53Z [----] followers, [----] engagements
"$LYB Update - After holding it for 3-4 months I've decided to trim down my position by 50% and wait for re-entry at a lower price. The earning report and disclosed materials raised some concerns: [--]. Equity erosion is bad. From their unaudited balance sheet Shareholders' equity has dropped from $12979M to $10082M. This 22% drop in book value over [--] months suggests either massive buybacks (which I find is unlikely given its debt levels) or significant net losses. [--]. Working Capital Squeeze: Accounts receivable net has fallen from $4191M to 2517M. I view this as a signal for decline sales /"
X Link 2026-01-30T18:47Z [----] followers, [---] engagements
"$FNKO is under 2B and $GME can do a full cash deal. Collectibles fits $GMEs persona and can attract in-store traffic. $CRSR would be a good one to acquire. But itd be mainly gaming hardware. My wild guess (please come back to this if i am right) would be Take-Two $TTWO. $GME and Ryan are issuing stocks aggressively and building up cash reserve. Imagine you can only get the next grand theft auto game at a $GME store. https://twitter.com/i/web/status/2017317494713676277 https://twitter.com/i/web/status/2017317494713676277"
X Link 2026-01-30T19:22Z [----] followers, [----] engagements
"This weeks gain: $OSCR put $JD Cover calls $LYB sold $ZETA Cover calls $MOH sold This weeks loss: $SOXS sold I barely survived with positive return this week. What a wild time to be alive. Onto the next one. - Long River"
X Link 2026-01-31T04:46Z [----] followers, [---] engagements
"I'd keep an eye on $KRE. Regional Banks Are Fragile. "The Federal Deposit Insurance Corp. said Metropolitan Capital Bank & Trust was closed by the Illinois Department of Financial and Professional Regulation marking the first U.S. bank failure in [----]. The single-branch Chicago bank will reopen on Monday as a branch of Detroit-based First Independence Bank. The FDIC entered a purchase and assumption agreement with First Independence Bank to assume substantially all deposits of Metropolitan." First bank failure in [----]. https://twitter.com/i/web/status/2017482085762531551"
X Link 2026-01-31T06:16Z [----] followers, [---] engagements
"What youre seeing is a forced deleveraging cascade: once BTC broke key technical levels over-levered longs got liquidated which pushed price lower triggering more liquidations. Thats why $1.4B in longs can translate into $100B+ in market cap loss in just hours thin liquidity + high leverage = air pockets. ETH usually gets hit harder in these events because its more crowded and more levered. This kind of move often happens when liquidity tightens (stronger dollar higher real rates risk-off flows) and crypto is one of the first assets to reprice. Its not crypto is dead its the market reminding"
X Link 2026-01-31T17:31Z [----] followers, [----] engagements
"@GuyTalksEnergy So I think from a different perspective (not trying to make myself unique or anything) But with wind / solar energy they need to have good network and storage consider its not consistent sometimes. So Ive been eyeing on a few ones. I have a sizeable position on $SHLS"
X Link 2026-01-31T23:42Z [----] followers, [--] engagements
"@Barchart @grok can you look up the definition of the least hedged what does it mean Why are they not hedged"
X Link 2026-02-01T01:15Z [----] followers, [----] engagements
"$SHLS shoals represents a rare opportunity to buy a market leader at a discount due to temporary operational headwinds. By solving the labor crisis in the solar industry through patented 'plug-and-play' hardware the company has secured a $720M backlog. As the non-recurring warranty costs fade and the new Tennessee facility scales Shoals is poised to shift from a cash-burning remediation phase to a high-margin cash-generation phase making the current valuation a significant entry point for long-term investors. I own this and will continue to buy if it drops below $4. Onto the next one let me"
X Link 2026-02-01T20:55Z [----] followers, [---] engagements
"Does anyone follow $PBR and $PBR.A Their price action seems to be very interesting"
X Link 2026-02-01T22:05Z [----] followers, [---] engagements
"@business $CVNA one of the most confusing businesses. People know there are problems. Their business model is shady. The ownership structure is messy. People short them like crazy. Yet they dont fall"
X Link 2026-02-01T22:06Z [----] followers, [---] engagements
"@StockMKTNewz Bullish on $DIS"
X Link 2026-02-02T00:23Z [----] followers, [---] engagements
"@KobeissiLetter $BTC and $ETC bros. Please stay calm. It will get worse and you will get used to it. @grok why is the price drop accelerating And whats your take on the future outlook of these two things"
X Link 2026-02-02T03:30Z [----] followers, [----] engagements
"Korea is high-beta to USD strength; a hawkish Fed stronger dollar weaker KRW foreign outflows from KOSPI/KOSDAQ. Falling silver and metals signal liquidity tightening and industrial slowdown which hits Koreas export-heavy cyclical sectors first (semis materials batteries). KOSDAQ underperforms KOSPI in risk-off phases due to leverage and retail positioning. Short term is volatile and fragile but this isnt structurally bearish. Medium term a weaker KRW boosts export competitiveness and USD earnings and Korea typically rebounds after metals and the dollar peak. Its just a short term event with"
X Link 2026-02-02T04:39Z [----] followers, [----] engagements
"They are going with the hardest route. Imagine a deflation with no population growth with an isolated monetary system and a government-controlled central bank. And they rely on export heavily but now are trying to strengthen their currency. Fall of fame level of difficulty. https://twitter.com/i/web/status/2018223044695830949 https://twitter.com/i/web/status/2018223044695830949"
X Link 2026-02-02T07:20Z [----] followers, [---] engagements
"Post-2022 every drawdown has been met with violent policy-backed upside. Liquidity injections fiscal backstops AI capex narratives all of it turns dips into face-rippers. Shorts dont get time anymore. One CPI print one FOMC sentence one AI earnings guide and youre down 1015% overnight. Funds learned the hard way. $SPY and especially $QQQ are no longer broad markets theyre momentum baskets. A handful of mega-caps with fortress balance sheets buybacks and passive inflows dominate returns. Shorting the index means shorting $AAPL $MSFT $NVDA $GOOGL-type balance sheets in a liquidity-rich world."
X Link 2026-02-02T15:06Z [----] followers, [---] engagements
"I have a bit mixed feelings on $SIRI but if Dr.Michael Burry calls it and Ryan Cohen can pull it off. Id be very on board on $GME acquiring $SIRI"
X Link 2026-02-02T20:08Z [----] followers, [---] engagements
"@KobeissiLetter Are the 65-year old candidates able to handle [--] rounds of case interviews [--] technical assessments [--] personality tests and [--] super day"
X Link 2026-02-02T23:40Z [----] followers, [----] engagements
"@Gubloinvestor [--] years $BRKB $JPM $AXP"
X Link 2026-02-03T01:29Z [----] followers, [----] engagements
"Its wild to think our generation might actually get access to a $BRK.B $BRK.A Berkshire-style business run by a Berkshire-style capital allocator. When you zoom out and remove the $GME noise whats left is a real-time proof of concept: disciplined balance sheet management and long-term investing still workeven in todays casino-like markets. That only strengthens my conviction to stay long-term. https://twitter.com/i/web/status/2018558059904111035 https://twitter.com/i/web/status/2018558059904111035"
X Link 2026-02-03T05:31Z [----] followers, 13K engagements
"I mean they miss both the bottom-line and top-line expectations even modestly becomes a trigger for selling especially in a slow-growth environment. Its a legacy business now compared to $FOUR or other platforms. Dr. michael burry commented on it as in nothing exciting. Hes not wrong. https://twitter.com/i/web/status/2018716815866597487 https://twitter.com/i/web/status/2018716815866597487"
X Link 2026-02-03T16:02Z [----] followers, [---] engagements
"Id disagree Ray. In reality people dont process information through neutral logic engines. They process it through biases emotions incentives identity and past experience. Two people can see the same cause and assign completely different probabilities to the same effect. Most decisions arent made by understanding causes first and predicting effects second. Theyre often made in reverse: people feel then rationalize. They decide then construct a cause-effect story afterward to justify the action. Thats why markets overshoot bubbles form and obvious signals get ignored for years. If"
X Link 2026-02-03T16:35Z [----] followers, [---] engagements
"@TheStalwart $INTU - 12.07% $PYPL - 20.71%"
X Link 2026-02-03T18:26Z [----] followers, [---] engagements
"@KobeissiLetter I am gonna say this. $CMGs quality has been going down since [----]. The food is in smaller portion delivery service is messy and I tend to get food poisoning more often from them. [--] out of [--] stores I go are in bas hygienic situation. They deserve to go down like this"
X Link 2026-02-03T21:23Z [----] followers, [----] engagements
"Not too shabby. Today is a rough day for sure. Biggest loser: $ZETA $SIRI $OSCR Biggest Winner: $PBR $MRNA $IAUX $CDLR $CHYM $DVN Yep I am also an oil guy and invest a little bit of everything"
X Link 2026-02-03T23:04Z [----] followers, [---] engagements
"@cryptorover So $2300 buy price @grok can you confirm the purchase Did he buy it with cash or credit"
X Link 2026-02-04T01:18Z [----] followers, [---] engagements
"@spectatorindex @grok a bit more context please"
X Link 2026-02-04T01:44Z [----] followers, 14.3K engagements
"Start to think I sold covered calls too early. (Averaged price $27.84) $DVN write-up coming up this week"
X Link 2026-02-04T02:11Z [----] followers, [---] engagements
"I swear girl scout cookies are the biggest barriers I have to conquer on my way to financial freedom. I ended up spending $100 on them last week and am going to restock tomorrow"
X Link 2026-02-04T05:14Z [----] followers, [---] engagements
"Recent economic data shows a clear disconnect between headline strength and lived reality. While GDP and employment remain resilient on paper households are still feeling pressure from elevated prices higher borrowing costs and slower real income growth. Manufacturing data points to selective improvementreshoring infrastructure spending and supply-chain diversification are creating pockets of opportunitybut these gains are uneven and capital-intensive meaning they havent yet translated into broad-based job growth or immediate relief for consumers. At the same time the return of manufacturing"
X Link 2026-02-04T14:55Z [----] followers, [----] engagements
"This is yelling stagflation to me. employment is barely expansionary and well below expectations while prices paid re-accelerated sharply. That combinationweak hiring with rising input costssuggests margin pressure for service firms and limits the case for a strong growth rebound. https://twitter.com/i/web/status/2019064150052245575 https://twitter.com/i/web/status/2019064150052245575"
X Link 2026-02-04T15:03Z [----] followers, [---] engagements
"Bitcoin is highly sensitive to excess liquidity not fundamentals. When global dollar liquidity is expanding (QE balance-sheet growth easy financial conditions) BTC rips. When liquidity tightenseven subtlyBTC bleeds. What were seeing now is consistent with liquidity being drained not injected. There is a massive liquidity problem. We just dont know where is from. https://twitter.com/i/web/status/2019066539270410671 https://twitter.com/i/web/status/2019066539270410671"
X Link 2026-02-04T15:12Z [----] followers, [----] engagements
"$BRKA $BRKB $BRK.A $BRK.B Never never never bet against uncle Warren"
X Link 2026-02-04T15:39Z [----] followers, [---] engagements
"Ok we are now playing. And Ill say thismy leap calls on VIX and shorts on SOX are due in Jan [----]. All three accounts are going up for now"
X Link 2026-02-04T16:16Z [----] followers, [---] engagements
"@zerohedge Sold my $PLTZ a little early. :("
X Link 2026-02-04T18:07Z [----] followers, [---] engagements
"@unusual_whales @grok share more What causes this bankruptcy filing"
X Link 2026-02-04T18:09Z [----] followers, 22.8K engagements
"Because its also based on growth expectations. Right now i think whats happeningis that market is going through a reset. Its not expectation chasing anymore but a cash flow focusing strategy. You can see the pivot to dividend etfs dividend paying stocks. $SIRI is a good example. I am sensingthere is a liquidity crisis somewhere and people are losing faith a bit into some AI stocks https://twitter.com/i/web/status/2019113345127751862 https://twitter.com/i/web/status/2019113345127751862"
X Link 2026-02-04T18:18Z [----] followers, [---] engagements
"@StockMKTNewz @grok whats the partnership about Are there any financial transactions between the two"
X Link 2026-02-04T18:56Z [----] followers, [---] engagements
"@BillAckman Would you consider moving or setting up your fund somewhere else"
X Link 2026-02-04T22:02Z [----] followers, [----] engagements
"@RealTacoTrades Them cash position is as good as $BRKA"
X Link 2026-02-05T00:36Z [----] followers, [--] engagements
"$SIRI earning tomorrow. Oof. I hope they self-identify as non-tech stock"
X Link 2026-02-05T00:42Z [----] followers, [---] engagements
"One piece that rarely gets discussed in the U.S. debt conversation is the role of Fannie Mae ( $FNMA) and Freddie Mac ( $FMCC). They sit in this gray zone between public and private quietly absorbing mortgage risk and channeling capital into housing while implicitly leaning on the governments balance sheet. In practice they act as off-balance-sheet stabilizershelping keep mortgage markets liquid without the debt showing up cleanly in federal headlines. Thats not accidental. Its part of how the U.S. stretches its fiscal capacity without triggering an outright crisis. This matters because when"
X Link 2026-02-05T02:11Z [----] followers, [----] engagements
"$DVN - Devon Energy was actually my project when I interned at a hedge fund and I would track their 13F filings every quarter to see if the fund added shares. Interestingly they never chose to buy which made me both frustrated and amused. They went all in on gold miners in [----] and [----]. Fuck now they are rich and successful and I am here posting an essay. Funny how life works out sometimes. https://t.co/FGo4rRd2zr https://t.co/FGo4rRd2zr"
X Link 2026-02-05T03:02Z [----] followers, [---] engagements
"@zerohedge @grok walk me through the math behind it how is it sustainable and if that'd eat away their free cash flow"
X Link 2026-02-05T03:23Z [----] followers, [---] engagements
"@Barchart Yep and 70% of realtors havent sold houses for a year and more than [------] mortgages are now upside down and bigger than houses real values. Housing market is toasted. And id love to hear from the folks. How bad is your citys real estate market"
X Link 2026-02-05T03:32Z [----] followers, [----] engagements
"$BTC Bitcoins recent price action signals that the long-term bear phase is still intact. With MicroStrategys $MSTR Bitcoin position losing nearly $40 billion in just four months its clear that even major corporate holders are facing enormous downside risk. The market shows weak support at current levels and given macro pressures further declines seem likely before a sustainable bottom forms. MicroStrategy itself will probably continue to suffer under this exposure. Their balance sheet is heavily tied to Bitcoin meaning ongoing declines could pressure both earnings and stock price potentially"
X Link 2026-02-05T04:20Z [----] followers, [----] engagements
"@zerohedge @grok whats your take on this And why market doesnt like Warsh"
X Link 2026-02-05T04:36Z [----] followers, [----] engagements
"@cryptorover @grok confirmed this but also look back for the past [--] training days. What are the institutions sold bitcoins"
X Link 2026-02-05T05:56Z [----] followers, [----] engagements
"$SIRI not too bad. Ted did it"
X Link 2026-02-05T14:15Z [----] followers, [---] engagements
"@Kalshi And the economy is good I dont buy it. I think todays situation actually reminds me [----] when all tech companies are laying off people. Unemployment will eventually impact the spending. :)"
X Link 2026-02-05T14:22Z [----] followers, [----] engagements
"$SIRI. Have been holding them post $LSXMK era and adding a bunch around 19-20. Its been decent but now i am more confident than ever. $SIRI not too bad. Ted did it https://t.co/ECA9zw0jzb $SIRI not too bad. Ted did it https://t.co/ECA9zw0jzb"
X Link 2026-02-05T15:22Z [----] followers, [---] engagements
"@unusual_whales Even if unemployment stays low for now big layoffs early in the year can weaken consumer confidence and spending which is a major driver of GDP. This is bad either way"
X Link 2026-02-05T16:23Z [----] followers, [----] engagements
"On a more serious note. Loading up $BRK.B $BRKB shares around $400ease up my mind quite a bit"
X Link 2026-02-05T16:52Z [----] followers, [---] engagements
"@LeadingReport @grok what does he mean Care to explain"
X Link 2026-02-05T17:21Z [----] followers, [----] engagements
"Continue to be up. Shout out to $SIRI Oops. https://t.co/7XJDy29E6u Oops. https://t.co/7XJDy29E6u"
X Link 2026-02-05T17:27Z [----] followers, [---] engagements
"50% isnt unusual for crypto corrections. Historically BTC often sees 5070% drops from cycle highs before entering consolidation or bottoming. So this isnt necessarily a sign that the bear market is overits more of a mid-cycle correction in a volatile market. We might witness something new https://twitter.com/i/web/status/2019478442887016767 https://twitter.com/i/web/status/2019478442887016767"
X Link 2026-02-05T18:29Z [----] followers, [----] engagements
"@DeItaone @grok care to share more And why is their rate higher than other entites"
X Link 2026-02-05T19:17Z [----] followers, [---] engagements
"@Kalshi @grok whats your projection on when Give us scenarios an probability for each"
X Link 2026-02-05T20:31Z [----] followers, [----] engagements
"Started unwind some of my $SGOV cash reserve. Plan on adding $OSCR $SOFI $ZETA at current price levels. $CHYM is getting there. $SNOW is getting there. $SAP is getting interesting"
X Link 2026-02-05T20:47Z [----] followers, [---] engagements
"@KobeissiLetter @grok what happen And do you foresee it continue to go lower"
X Link 2026-02-05T20:59Z [----] followers, [----] engagements
"$GOOG $AMZN $META $MSFT These ratios dont look healthy to me"
X Link 2026-02-05T21:38Z [----] followers, [---] engagements
"Is it too aggressive if i choose to park all my cash in $BRK.B I suddenly have this idea to put all my cash in Berkshire instead of treasury bond"
X Link 2026-02-05T22:54Z [----] followers, [---] engagements
"This never gets old. Diversification is selling the winner to buy the losers. https://t.co/2fTa9gQ2Am Diversification is selling the winner to buy the losers. https://t.co/2fTa9gQ2Am"
X Link 2026-02-05T23:33Z [----] followers, [---] engagements
"Doesnt look too shabby. I might not be the one to follow in a crazy bull market i sure can get my way out of a downturn. Leverage $UVIX calls for the win $SIRI for the win Might start raising my stake shorting semiconductor industry. Current cash reserve is liquid and ready to be deployed. Continue to be up. Shout out to $SIRI https://t.co/ysRGqQMx3w Continue to be up. Shout out to $SIRI https://t.co/ysRGqQMx3w"
X Link 2026-02-05T23:37Z [----] followers, [---] engagements
"@Trevor_Sande @DeItaone And we shall thank him to become the liquidity we need to exit"
X Link 2026-02-05T23:41Z [----] followers, [--] engagements
"@MG_Feed Ikit feels like there are no safe assets to put my money at"
X Link 2026-02-05T23:42Z [----] followers, [--] engagements
"@MG_Feed Good businesses will never die If you plan on holding long term then its all about business itself"
X Link 2026-02-06T00:03Z [----] followers, [--] engagements
"Ive been fairly bearish on the economy since 2024and my perspective comes from my day-to-day work. I look at millions of customer records studying how consumer lending wholesale lending and corporate finance actually function. The trends I see are telling: Delinquencies are rising across other loans and credit cards. Mortgages are slowing down with fewer home purchases and transactions. These are not minor signals. They paint a picture of an economy that isnt as healthy as headlines suggest. And its a reminder: companies cant post record-breaking revenue forever if the fundamentals of the"
X Link 2026-02-06T00:19Z [----] followers, [---] engagements
"People keep saying HBM isnt a commodity but thats only true temporarily. Structurally memory has always been a commodity business. Whats different today is that HBM sits early in its cycle: high complexity tight qualification with AI chipmakers and limited supply have created real pricing power. That phase never lasts. The real signal isnt demand its capex. Once players like Samsung expand capacity fixed costs are sunk and marginal costs collapse. At that point not filling capacity is worse than selling at lower prices. History shows memory cycles are supply-driven not demand-driven and"
X Link 2026-02-06T03:52Z [----] followers, [----] engagements
"Amazons capex is massive and still accelerating (AI data centers logistics). Investors were hoping for a harvest phase after years of spend. Instead Amazon basically said: spending stays high. That hits free cash flow expectations immediately and AMZN trades far more on FCF than on EPS. The market is fine with AI spending if theres a clear payoff timeline. With Amazon the return profile is fuzzier than say Microsofts. AWS growth has stabilized not re-accelerated hard enough to justify this level of spend yet. https://twitter.com/i/web/status/2019620813016543436"
X Link 2026-02-06T03:54Z [----] followers, [----] engagements
"@RonONeil11 @Mr_Derivatives 🤝"
X Link 2026-02-06T04:27Z [----] followers, [--] engagements
"Id actually say this from my experience. I never bought at the exact bottom. Most of the time I bought at the middle ground. And I slowly added position to bring down my average cost. I know my limit pretty well. Even if I see the bottom i wouldnt go all in. Its just my personality. But accumulate shares of a business i trust i can do that. Hold them long term i can do that. Even for the $MOH example i bought a bit around $129 i bought more around [---] eventually i had a massive position around $147. Its a price i feel comfortable with its a good business and i sold it around [---]. Now its back"
X Link 2026-02-06T04:34Z [----] followers, [--] engagements
"$BTC so close to see $60000. I guess its a pause now"
X Link 2026-02-06T04:40Z [----] followers, [---] engagements
"@Barchart @grok last time bitcoin fell this low what happened to the stock market"
X Link 2026-02-06T04:53Z [----] followers, [---] engagements
"@theRealKiyosaki @grok what did this guy do exactly Besides the book what other things he was successful at Sounds like he was wrong very often"
X Link 2026-02-06T05:12Z [----] followers, [----] engagements
"Heres what I think is going on: 1.A major leveraged position likely got liquidated probably a single whale or a few ultra-large holders with tens of thousands of BTC on margin. That kind of forced selling can trigger cascading liquidations even if overall market sentiment isnt universally panic-driven. 2.Liquidity crunch in key exchanges when a massive position is forced to sell exchanges can struggle to fill orders at current prices accelerating the drop. Thats why $10k+ moves happen faster than typical market reactions. 3.Psychological impact once a big number of daily drop is breached it"
X Link 2026-02-06T05:24Z [----] followers, [----] engagements
"Retail options activity exploding like this is a late-cycle signal not a sign of healthy market participation. When individual investors pile into short-dated optionsespecially in macro hedges like gold and silverit usually reflects volatility-chasing and emotional positioning not long-term conviction. The fact that precious-metals options volume is multiples of prior peaks suggests retail isnt just hedging anymore; theyre speculating on macro stress in a leveraged way. Historically that kind of behavior clusters near turning points not durable bottoms. When markets become dominated by"
X Link 2026-02-06T06:51Z [----] followers, [---] engagements
"My take on this: Sentiment beat expectations driven almost entirely by better current conditions not future confidence Expectations barely moved signaling relief not optimism 1-year inflation expectations fell (good for the Fed) but 5-year ticked up (credibility still shaky) The data isnt fake but its soft and narrative-sensitive (gas prices headlines timing) https://twitter.com/i/web/status/2019789729382760531 https://twitter.com/i/web/status/2019789729382760531"
X Link 2026-02-06T15:06Z [----] followers, [---] engagements
"If the goal is to predict the Consumer Price Index (CPI) UMich has indeed been "wrong." Throughout [----] actual inflation (CPI) trended lowerending the year around 2.7%while UMich respondents were bracing for 4.0% to 4.4%. Historically UMich data shows "partisan bias" where supporters of the party in power often report more optimistic views while the opposition reports more pessimistic (higher inflation) views. However in early [----] UMich Director Joanne Hsu noted that the jump in expectations was broad-based across both parties driven by fears of new tariffs and policy shifts. Market measures"
X Link 2026-02-06T15:21Z [----] followers, [---] engagements
"The headline S&P [---] volatility looks low but under the surface single-stock volatility is soaring now [--] higher than the index and doubling over the past two weeks. This gap signals internal stress: mega-cap names are keeping the index calm while most other stocks are swinging wildly due to earnings surprises guidance risk and capex concerns. Higher-for-longer interest rates uneven cash-flow dynamics and crowded positioning are amplifying stock-level moves. This is a classic dispersion-driven market where volatility is concentrated in individual names rather than broad indices. Historical"
X Link 2026-02-06T15:24Z [----] followers, [---] engagements
"Hyperscalers like AWS Microsoft Azure and Google Cloud are quietly managing capacity. Theyre not broadcasting expansion plans because announcing massive builds signals increased costs slower ROI or potential overcapacity which can spook investors. By keeping quiet they maintain perceived scarcity of compute and storage letting customers keep paying for high demand. Publicizing constraints could trigger pushback renegotiation or alternative solutions from corporate clients. https://twitter.com/i/web/status/2019797226759852443 https://twitter.com/i/web/status/2019797226759852443"
X Link 2026-02-06T15:35Z [----] followers, [---] engagements
"@Kalshi Dead cat bounce. 😂"
X Link 2026-02-06T15:40Z [----] followers, [---] engagements
"Call options surged to [------] contracts 4x the previous record. High call volume often indicates investor optimism for upside but it can also reflect speculative hedging or leveraged bets. Traders may be trying to profit from a potential short-term rebound or volatility-driven gains rather than a long-term bullish conviction. Investors are piling into call options on $IGV because software stocks are deeply oversold sentiment is negative and there is potential for a short-term rebound. The record volume suggests both speculative interest and hedge positioning betting that the sharp 2025"
X Link 2026-02-06T15:48Z [----] followers, [----] engagements
"@unusual_whales oof then RIP to us housing market. No one would buy up the properties"
X Link 2026-02-06T15:55Z [----] followers, [---] engagements
"@unusual_whales so they give in @grok what happened"
X Link 2026-02-06T15:58Z [----] followers, [----] engagements
"@zerohedge @grok whos behind it"
X Link 2026-02-06T16:01Z [----] followers, [---] engagements
"@WatcherGuru Crypro bros for the win today"
X Link 2026-02-06T16:14Z [----] followers, [---] engagements
"@Mr_Derivatives A lovely one. Lets say what happens next"
X Link 2026-02-06T16:23Z [----] followers, [---] engagements
"@DeItaone Wow i do expect a rebound but 10% feels aggressive. @grok why 10% Whos buying"
X Link 2026-02-06T16:33Z [----] followers, [---] engagements
"@zerohedge Employment dropped but the official unemployment rate fell because people left the labor force or the job losses were offset by other data quirks. Its a signal of labor market friction rather than pure strength"
X Link 2026-02-06T16:36Z [----] followers, [---] engagements
"@DeItaone @grok give me a scenario analysis i want to see possibilities of each scenarios and whether this is sustainable"
X Link 2026-02-06T16:47Z [----] followers, [----] engagements
"@jimcramer Stop. We will want to retain and make money from $GOOG"
X Link 2026-02-06T16:55Z [----] followers, [---] engagements
"@Mr_Derivatives Is there enough liquidity to send $BTC back to $75000. If its another leveraged playits gonna collapse faster right"
X Link 2026-02-06T16:58Z [----] followers, [---] engagements
"@Kalshi How are those $BTC to [-----] bets doing now"
X Link 2026-02-06T16:58Z [----] followers, [---] engagements
"@WatcherGuru Reverse timberrrrrrr. Wonder if its sustainable"
X Link 2026-02-06T17:09Z [----] followers, [---] engagements
"@DeItaone @grok whats the implications of this"
X Link 2026-02-06T17:14Z [----] followers, [----] engagements
"@LeadingReport He doesnt know thats a racist video Sorry that staff* doesnt know thats a racist video **wink wink"
X Link 2026-02-06T17:26Z [----] followers, 60.2K engagements
"NVIDIA and hyperscalers (like Amazon Microsoft Google) are pouring tens of billions into AI infrastructure: GPUs data centers networking and software. This is real money and drives future growthbut its front-loaded and extremely capital-intensive. Sustaining that level year after year is tough especially if revenue growth slows or macro conditions worsen. AI models are hungry for compute but actual enterprise adoption is still early-stage. Theres a lag between interest and actual long-term contract commitments. Huangs claim of [--] years to figure out demand is basically saying we dont know how"
X Link 2026-02-06T17:39Z [----] followers, [----] engagements
"@StockMKTNewz GPUs arent cheap; data center expansion is costly. If growth slows or supply/demand mismatches occur margins can be compressed. Even NVIDIAs near-term earnings could feel pressure if capex doesnt convert into sales fast enough"
X Link 2026-02-06T17:42Z [----] followers, [----] engagements
"@WatcherGuru Liquity is back And recession is canceled"
X Link 2026-02-06T17:49Z [----] followers, [---] engagements
"OpenAI can scale on NVIDIA chips. Thats how GPT-4/5 was trained. But NVIDIAs supply is finite. High-end chips are expensive have long lead times and manufacturing cant instantly scale to OpenAIs projected demand. Its doable technicallyOpenAI can and does rely on NVIDIAbut logistically and financially its a huge dependency. OpenAI essentially ties its next-generation models to NVIDIAs manufacturing pricing and roadmap. https://twitter.com/i/web/status/2019831236739363274 https://twitter.com/i/web/status/2019831236739363274"
X Link 2026-02-06T17:51Z [----] followers, [---] engagements
"Meta spends a lot on AI (they have the LLaMA models AI research and big data centers). But their capex efficiency is questionable. There are reports of huge data center spend and GPU buys that dont always translate into commercial revenue. Their AI products havent captured the market the way OpenAI or Google haveso saying no one uses AI better than Meta is clearly an exaggeration. CEOs often praise peers to curry favor or hype the market. For NVIDIA it also signals: if you want high-performance AI you need our chipsbecause even the best companies rely on them. Its more marketing spin than"
X Link 2026-02-06T17:54Z [----] followers, [----] engagements
"@Polymarket @grok what triggers this shutdown Didnt they just reach for an agreement and re-open it"
X Link 2026-02-06T18:08Z [----] followers, [----] engagements
"@DeItaone I need in & out and shake shack to drop the price for their burgers. 🤝"
X Link 2026-02-06T18:14Z [----] followers, [----] engagements
"@Kalshi This is crazy. Past few days felt like they never happened"
X Link 2026-02-06T19:29Z [----] followers, [---] engagements
"@DeItaone @grok would this impact the stock price"
X Link 2026-02-06T19:32Z [----] followers, [---] engagements
"@KobeissiLetter This is crazy. After all recent earnings and news are we this confident Where does all the liquidity come from The past few days felt like a dream"
X Link 2026-02-06T19:35Z [----] followers, [---] engagements
"@zerohedge @grok why would Netflex be in legal and political trouble now What did they do"
X Link 2026-02-06T19:36Z [----] followers, [---] engagements
"$BTC $ETH I guess liquidity is back Ill rage bait you guys next time they drop"
X Link 2026-02-06T19:46Z [----] followers, [---] engagements
"@Kalshi [---] trillion feels really off. 😂 Imagine all the revenue and earning $TSLA have to generate to back it up"
X Link 2026-02-06T19:49Z [----] followers, [----] engagements
"Not every sharp bounce is a trap. In some cases large moves up after prolonged sell-offs can mark capitulation and a potential trend reversal. For example if $MSTR and Bitcoin are up sharply on unusually high volume and accompanied by positive fundamentals (adoption news regulatory clarity or institutional buying) it might be more than a short-term bear bounce. Cryptocurrencies like Bitcoin often decouple from equities. A sharp bounce in BTC might not even correlate with broader macro risk sentiment. $MSTR moves can sometimes track BTC rather than the general market. So selling $MSTR or"
X Link 2026-02-06T19:59Z [----] followers, [----] engagements
"@unusual_whales Deflation time is coming"
X Link 2026-02-06T20:30Z [----] followers, [--] engagements
"@zerohedge This is crazy. I guess recession is canceled. Bear market is canceled. And we are now starting the golden era"
X Link 2026-02-06T20:47Z [----] followers, [---] engagements
"Bitcoin universal outperformer. BTC has outperformed in specific bull cycles but on a risk-adjusted basis its far more volatile than physical capital produces no cash flow and has underperformed many traditional assets over long stretches. Digital credit doesnt beat traditional credit once risk is priced in Higher yields mostly reflect higher default risk weak underwriting smart-contract risk and lack of legal protections. Thats not true outperformance its risk transfer. $MSTR isnt better Bitcoin its leveraged equity MicroStrategys outperformance comes from leverage equity risk premium and"
X Link 2026-02-06T21:13Z [----] followers, [----] engagements
"Calling this a dip buyers win moment confuses price action with validation. A +130-point S&P move and $1.1T in market cap added says more about positioning flows and short-covering than fundamentals. In liquidity-driven markets sharp rallies often occur because participants are underexposed or hedged not because risk has genuinely improved. One strong close doesnt negate elevated valuations slowing earnings growth or macro uncertainty. dip buyers didnt win they werent punished today. Thats not the same thing. Winning requires confirmation through earnings margins and cash flows not just a"
X Link 2026-02-06T21:16Z [----] followers, [----] engagements
"@Polymarket @grok which crypto hedge fund will blow up"
X Link 2026-02-06T21:21Z [----] followers, [---] engagements
"Trumps public statements include language about India eliminating tariffs and buying lots of U.S. products but Indian government sources have not fully endorsed the zero-tariff or $500B purchase claims they describe them as aspirational or part of ongoing negotiations rather than binding commitments. India has not officially said it will eliminate tariffs across the board on all U.S. industrial and agricultural goods. Sensitive food and dairy sectors are explicitly excluded from immediate cuts. They dont have credibility and can execute poorly. Its a bad deal"
X Link 2026-02-06T22:25Z [----] followers, [----] engagements
"@Polymarket Its fascinating. You can almost bet on everything these days"
X Link 2026-02-06T23:24Z [----] followers, [---] engagements
"@Mr_Derivatives Crazy time for $AMZNthe capex story really impacts them a lot"
X Link 2026-02-07T02:27Z [----] followers, [---] engagements
"Tonight feels slow. Do people stop posting all of sudden"
X Link 2026-02-07T02:52Z [----] followers, [---] engagements
"@WatcherGuru Ok. @grok what happened Did tom lee buy any recently"
X Link 2026-02-07T04:14Z [----] followers, [---] engagements
"Benchmarks are narrow and gameable. Whoever optimizes directly for them wins temporarily. Foundation model capability best end-user research product. Distribution + ecosystem still dominate long-term outcomes not point-in-time evals. What is accelerating is the commoditization of raw intelligence. Everyone is converging fast. The edge is shifting toward: UX vertical workflows latency + cost trust / citations / compliance So yeah Perplexity deserves credit theyre executing well in their lane. But this isnt OpenAI is behind or Anthropic lost. https://twitter.com/i/web/status/2020164403430133978"
X Link 2026-02-07T15:55Z [----] followers, [---] engagements
"An unapproved CNH-stablecoin is basically a shadow FX rail. It lets money move across borders bypass quotas and dodge surveillance. Thats an existential red flag for the PBoC. The U.S. tolerates (even benefits from) dollar stablecoins exporting USD dominance. China views the same mechanism as a threat not a feature. Different systems different incentives. https://twitter.com/i/web/status/2020164727360340075 https://twitter.com/i/web/status/2020164727360340075"
X Link 2026-02-07T15:56Z [----] followers, [---] engagements
"@DeItaone @grok thoughts What do you think will happen in the future"
X Link 2026-02-07T16:59Z [----] followers, [---] engagements
"Just because 60% of customers earn over $100K doesnt mean the brand is growing or that the experience is good. It just shows Chipotle attracts affluent diners likely because people with higher income are more willing to pay $12$15 per burrito and still consider it fast casual. If the food quality is slipping and service is worse thats going to hurt repeat visits even if the customers are rich. Affluent customers might tolerate it for a while but at some point theyll switch to alternatives that feel better or more premium. You can tell that they are desperate. This stat is often used to make"
X Link 2026-02-07T17:05Z [----] followers, 15.8K engagements
"Ray If you don't give money away during a crisis you risk civil war or total societal breakdown. The "ROI" of avoiding a revolution is infinite even if it results in some currency devaluation. A "productive" society requires a floor of human dignity. Money spent on poverty reduction may not build a bridge but it builds the human capital that will eventually build the bridge. If there are idle workers and empty factories the government can create money to put them to work without causing inflation effectively "printing" productivity into existence. @grok what do you think"
X Link 2026-02-07T17:16Z [----] followers, [---] engagements
"@LeadingReport @grok why did they yank the mic on him"
X Link 2026-02-07T17:17Z [----] followers, 18.4K engagements
"@Polymarket @grok what military assignment 🤔"
X Link 2026-02-07T17:24Z [----] followers, 41.6K engagements
"This assumes near-perfect automation and renewable energy scaling. Well shouldnt human factors (politics regulation inequality security) still matter dollars might not disappear overnight and you still need a thing to function as global trade. Control over energy and production would likely become the new locus of power rather than traditional capital. Thats 100% true. https://twitter.com/i/web/status/2020203230064701929 https://twitter.com/i/web/status/2020203230064701929"
X Link 2026-02-07T18:29Z [----] followers, [----] engagements
"@VladTheInflator Thanks for saying it Its more about the existing homebuyers upgrade or downgrade houses. The real group that can bring in marginal increase is no where close on buying a house"
X Link 2026-02-07T18:44Z [----] followers, [---] engagements
"Lutnicks statement is a very simplistic and ideologically loaded claim and it doesnt hold up if you look at the data carefully. From the 1990s through the 2010s the U.S. and other Western economies saw strong GDP growth innovation booms (think tech in Silicon Valley) and rising corporate profits. Even after the [----] financial crisis the U.S. recovered faster than many expected with unemployment eventually falling to historic lows pre-COVID. Globalization allowed cheap imports from countries like China India and Vietnam keeping consumer prices lowso households could buy more with the same"
X Link 2026-02-07T19:04Z [----] followers, [----] engagements
"@BillAckman Investigate into things you dont like @grok what is he talking about And if you think its valid"
X Link 2026-02-07T19:56Z [----] followers, 13.4K engagements
"@jarg20260110 Whats your plan Just curious"
X Link 2026-02-07T19:58Z [----] followers, [--] engagements
"@arcticfoxxx_ @StockMKTNewz What makes you say that Just curious"
X Link 2026-02-07T20:14Z [----] followers, [---] engagements
"Nominal GDP = Real GDP + Inflation. If inflation ran 56% annually while real growth was 23% nominal growth could approach 79% which is probably what Bessent had in mind. So the 8% GDP growth scenario is almost certainly contingent on inflation running hot not pure economic expansion. Does he want the inflation back WTF Some of his recent comments are shocking to mefeels like he is changing https://twitter.com/i/web/status/2020231997927379216 https://twitter.com/i/web/status/2020231997927379216"
X Link 2026-02-07T20:23Z [----] followers, [----] engagements
"Nope. U.S. real GDP growth has averaged 23% over the last [----] years. Even during post-WWII recoveries or the 1990s tech boom growth rarely exceeded 45% real. 8% growth would be more than double a best-case normal cycle which is unrealistic without extraordinary circumstances. And if he wants mid-to-high level inflation then money you have will devalue quickly. https://twitter.com/i/web/status/2020237524069679378 https://twitter.com/i/web/status/2020237524069679378"
X Link 2026-02-07T20:45Z [----] followers, [--] engagements
"GDP is a lagging highly revised statistic. A few things inflate early reports: 1.Companies restocking can boost GDP temporarily. Tariff has all companies restocking. This isnt new demandits accounting for inventory changes. 2.Government spending definitely had impact. Sometimes fiscal timing effects (e.g. defense stimulus lag) can bump the number. 3.GDP is annualized. A 1.2% quarterly rise becomes 5% annualized. Small swings in quarterly numbers get magnified in this calculation. https://twitter.com/i/web/status/2020238133103628713 https://twitter.com/i/web/status/2020238133103628713"
X Link 2026-02-07T20:47Z [----] followers, [--] engagements
"Real double-digit GDP growth in the U.S. is basically impossible without some extreme shock (like war mobilization or a tech leap). Whats more realistic is double-digit nominal GDP growth which comes from real growth + inflation. Then its just inflation driven. Real economy health is measured by real GDP growth employment productivity wages and consumptionnot the nominal number that can be inflated by controlled inflation. So a double-digit nominal GDP story can be spun but it doesnt mean people feel rich or that businesses are actually booming. Then my problem with it becomesif people are"
X Link 2026-02-07T20:52Z [----] followers, [--] engagements
"Finallysomeone said it out loud. This is exactly what Ive been flagging for a while: the commercial real estate problem was never contained it was just delayed by extend-and-pretend financing and denial. Office CMBS blowing past the GFC peak isnt a surprise its the logical endpoint of structurally impaired demand colliding with higher rates and refinancing cliffs. A +600% surge in delinquencies over three years doesnt happen in a healthy marketit happens when the business model itself breaks. This isnt cyclical pain its a regime change. My view has consistently been that office is the"
X Link 2026-02-07T21:47Z [----] followers, 11.9K engagements
"@Kalshi I cant even come up with an action to this anymore. What can i do Short the US government 😂"
X Link 2026-02-07T21:51Z [----] followers, [---] engagements
"@Dearme2_ Football are we talking about football as soccer Or flag football I can easily beat the system that way"
X Link 2026-02-07T21:59Z [----] followers, [---] engagements
"@unusual_whales @grok how profitable is X now Hows their cashflow situation"
X Link 2026-02-07T22:02Z [----] followers, [----] engagements
"@grok @unusual_whales Then how can X serve the global financial needs"
X Link 2026-02-07T22:04Z [----] followers, [---] engagements
"@grok @unusual_whales How many people are using X money features"
X Link 2026-02-07T22:05Z [----] followers, [--] engagements
"@LeadingReport Pretty fair comment. @grok any us politicians got taken down"
X Link 2026-02-07T22:38Z [----] followers, [----] engagements
"No in my opinion. once an economy adapts to 0% everything becomes rate-sensitive: housing tech valuations government deficits private equity even labor markets. Thats why markets keep begging for a return to ZIRP not because its healthy but because it papers over structural weaknesses. Going back would lock in those distortions permanently. Not to mention it will ruin central bank credibility and bring inflation back like crazy https://twitter.com/i/web/status/2020269006884598077 https://twitter.com/i/web/status/2020269006884598077"
X Link 2026-02-07T22:50Z [----] followers, [---] engagements
"Lol i can tell you really love chipotle. I never said all fast food is the same. Franchise variability is obvious. What matters is whether a system enforces standards well enough that customers keep showing up. Traffic and unit economics answer that better than opinions. markets dont and wont lie for long. If Chipotles quality were actually improving across the board youd see it in sustained traffic growth not just price increases or digital mix. If customers felt the value slipping traffic would soften and eventually the stock would reflect it. some systems enforce quality better than"
X Link 2026-02-07T22:55Z [----] followers, [--] engagements
"Slower Hiring Slower Income Growth: Fewer new jobs mean fewer people earning wages which reduces consumer spending. Weaker Bargaining Power Slower Wage Growth: Workers have less leverage limiting wage increases which also reduces spending power. Companies cutting job openings often expect lower demand which can slow investment and production. Historically sharp drops in job openings precede economic slowdowns so this could forecast a broader slowdown in [----]. It's definitely gonna impact the economy. Let's see if AI can turn into spending and keep other non-AI industries alive."
X Link 2026-02-08T00:20Z [----] followers, [----] engagements
"@StockMKTNewz $SOFI bulls assemble It's a lovely business. I hope the melt down can kick it to low-teens.need lower entry price"
X Link 2026-02-08T00:21Z [----] followers, [----] engagements
"@LeadingReport Deflation time is coming or are all my Nebraska peeps getting poorer a bit today. @grok why do they approve a salary drop"
X Link 2026-02-08T00:26Z [----] followers, [---] engagements
"@unusual_whales Oof a tariff card might be coming to his way"
X Link 2026-02-08T00:27Z [----] followers, [---] engagements
"@Barchart Large-scale layoffs reduce consumer spending which is 70% of U.S. GDP. Less spending can slow growth. Companies cutting jobs in January could signal they expect slower demand for their products/services in [----]. Economy will go down"
X Link 2026-02-08T00:51Z [----] followers, [----] engagements
"@jonchimpo23 @KobeissiLetter Yes i think so. AI can boost up energy / infrastructure / software businesses sure. How would businesses like Kraft & Heinz Coca-Cola Pepsi make extra money if consumption demand is shrinking. (Assuming AI and automation can shrink their capex magically)"
X Link 2026-02-08T00:54Z [----] followers, [---] engagements
"@Gubloinvestor I know the answer you want to hear $ZETA"
X Link 2026-02-08T00:54Z [----] followers, [---] engagements
"@jonchimpo23 @KobeissiLetter Tax one is a good hit. I feel like the economy now is lagging on things considering all these policy changes take time to show effects. Tariffs refund Maybe. I doubt its sustainable though. A lot of businesses wont survive if it lasts longer"
X Link 2026-02-08T01:07Z [----] followers, [--] engagements
"@Kalshi Everyone knows. Expect to see spending going down and economy going stagnant"
X Link 2026-02-08T01:32Z [----] followers, 14.4K engagements
"@MG_Feed @Kalshi Interesting take"
X Link 2026-02-08T01:54Z [----] followers, [---] engagements
"@87BTG87 @Kalshi Might burst soon it feels like there is a lack of confirmation and data was giving mixed signals. Now we are seeing way more negative then positive"
X Link 2026-02-08T02:46Z [----] followers, [---] engagements
"@Mr_Derivatives Considering last & upcoming friday might be a payday for some people. We might see some passive liquidity. We will see the tax season impact over soon in a few weeks"
X Link 2026-02-08T02:52Z [----] followers, [---] engagements
"@jonchimpo23 @Gubloinvestor $KHC its built on a block of cheese and some ketchup"
X Link 2026-02-08T02:53Z [----] followers, [--] engagements
"I might be overly bearish sometimes. However I do feel like the market is currently rewarding the revenue growth but ignoring the capital intensity. If the software companies $AMZN $MSFT $META using this infrastructure (the "SaaS" layer) don't start seeing a massive ROI soon they will cut their cloud budgets. If that happens the Big Three will be left with hundreds of billions in "Stranded Assets"data centers full of aging chips that nobody wants to rent. I write this not to become the next big short but to simply express my thoughts. I'd love to hear people's thoughts as well as different"
X Link 2026-02-08T04:44Z [----] followers, [---] engagements
"@DeItaone In this case i might have to agree with them. Goldman isnt calling a crashtheyre calling continued instability and forced selling pressure. Thats a very different thing and its usually right before people start arguing about overreaction"
X Link 2026-02-08T17:25Z [----] followers, [----] engagements
"@Kalshi Oof thats not good. @grok what would happen if thats true"
X Link 2026-02-08T17:32Z [----] followers, [--] engagements
"@WatcherGuru @grok what makes them say that"
X Link 2026-02-08T18:13Z [----] followers, [----] engagements
"Aparently Maxwells accounts at UBS reportedly handled up to about $19 million over the years leading up to her arrest in [----] and her [----] conviction on sex-trafficking charges. The bank assigned her dedicated relationship managers and provided services typically offered to wealthy clients including moving funds and managing investments. After Jeffrey Epstein was arrested in mid-2019 UBS continued to facilitate financial transactions for Maxwell including moving money between her accounts as requested even weeks after the arrest. This is all starting to make sense @grok thoughts"
X Link 2026-02-08T18:23Z [----] followers, [----] engagements
"@unusual_whales Gotta give it to the EU politicians they take Epstein relations seriously. Ive seen more severe actions and charges being pressed on EU politicians thanwellUS politicians"
X Link 2026-02-08T18:24Z [----] followers, [----] engagements
"@WallStreetMav Feels fishy. @grok who were they gonna tease"
X Link 2026-02-08T18:24Z [----] followers, [----] engagements
"That number feels off to me I get that official inflation in the U.S. is slowing but not collapsing toward 0.6% annually. Reliable government data and centralbank commentary both show inflation still well above that level. Low singlemonth or alternative measure readings dont change the broader trend. https://twitter.com/i/web/status/2020569051630846342 https://twitter.com/i/web/status/2020569051630846342"
X Link 2026-02-08T18:42Z [----] followers, [---] engagements
"@VladTheInflator To be honeat i can get behind it. The fund is not properly used and private market can do better in many things better efficiency better service etc"
X Link 2026-02-08T20:27Z [----] followers, [---] engagements
"@Polymarket @grok context And do you think its fair"
X Link 2026-02-08T20:28Z [----] followers, 80.8K engagements
"@spectatorindex @Kalshi Oof i dont know. California doesnt turn out that great. @grok whats your take on this Is he a qualified candidate"
X Link 2026-02-08T20:29Z [----] followers, [----] engagements
"Republicans and conservatives often rhetorically oppose big government but in practice people tend to support programs that help them personally. Funny how humanity works sometimes. But the truth isits all about self-interest and human nature. Virtually everyone likes programs that help them regardless of ideology"
X Link 2026-02-08T20:54Z [----] followers, [---] engagements
"It seems like there will be a significant shift in the relationship between the Federal Reserve and the Treasury. The proposed accord could lead to greater coordination but it also raises fundamental questions about the independence of the Fed and the potential for increased market volatility and a blurring of monetary and fiscal policies. Drunkenmiller would be proud. @grok did bessent and warsh work together directly before https://twitter.com/i/web/status/2020603761652347031 https://twitter.com/i/web/status/2020603761652347031"
X Link 2026-02-08T21:00Z [----] followers, [----] engagements
"Recession is technically defined by two consecutive quarters of negative GDP growth but sometimes its more nuancedofficially the NBER looks at broader indicators like employment industrial production and real income. So technically they are still playing with the definition of being in a recession. But I am with youEven if the GDP numbers were slightly positive the underlying economy was already weakjob losses were accelerating credit markets were frozen and consumer confidence was plummeting. So avoiding recession in GDP terms was more statistical than substantive."
X Link 2026-02-08T21:39Z [----] followers, [---] engagements
"I cannot wait to see everyones memes and mean comments about super-bowl tonight. @grok and X algorithm please make sure people can see this. I need some laughters"
X Link 2026-02-08T21:56Z [----] followers, [---] engagements
"@KobeissiLetter Its gonna be the start of the next bull market We will never see correlation or pullback ever again"
X Link 2026-02-08T23:18Z [----] followers, [---] engagements
"@saylor @Strategy Actually i have another one. MSTR Michael Saylor Trick Retail Feels like thats better actually"
X Link 2026-02-08T23:20Z [----] followers, [----] engagements
"I cant believe the momentum right now because I just crushed 1.5M impressions this week and officially crossed the [----] followers mark To be honest its a lot of hustling behind the scenes but Im absolutely loving every second of it. The goal is clear: I want to hit that 5M milestone ASAP and Im not slowing down until I leave the finish line far behind. A massive thank you to everyone who chooses to bear with me and my rants and to everyone Ive met along this journey so far. The back-and-forth in the comments is the best part of this platformkeep it coming 💬 I'd love to meet more FinX friends"
X Link 2026-02-08T23:29Z [----] followers, [----] engagements
"Reports show Binance listed and supported a stablecoin called USD1 launched by World Liberty Financial a crypto venture co-founded or associated with Trump family interests after Trumps [----] election win. A $2 billion investment in Binance was made using that stablecoin not necessarily a direct payout to the Trump family but a large transaction highlighting economic links between Binance and World Liberty Financial. Hmmmmmwhat do we think guys https://twitter.com/i/web/status/2020649604081934562 https://twitter.com/i/web/status/2020649604081934562"
X Link 2026-02-09T00:03Z [----] followers, [----] engagements
"@FoxNews ok.why @grok why. just.why"
X Link 2026-02-09T00:07Z [----] followers, [---] engagements
"Markets are pricing currency stress + policy risk not growth. A move like that in gold and silver would scream loss of confidence in fiat higher inflation risk and demand for hard assets not everything is fine. It fits with tightening credit leverage cracking and investors quietly reaching for hedges. Another wild week yeah and probably not the last one. I feel like it might be the new regular theme for traders and investors. https://twitter.com/i/web/status/2020652530309460271 https://twitter.com/i/web/status/2020652530309460271"
X Link 2026-02-09T00:14Z [----] followers, [----] engagements
"This might be too early to say but this is worse than Rams vs Seahawks"
X Link 2026-02-09T00:25Z [----] followers, [---] engagements
"@zerohedge Sometimes you gotta give uncle warren respect. He timed it at the exact moment to entry and the hedging strategy helped them mitigate the Yen risk. Master of Investing"
X Link 2026-02-09T00:35Z [----] followers, [----] engagements
"@KobeissiLetter He wants to see inflation flying. Doesn't he"
X Link 2026-02-09T00:36Z [----] followers, [--] engagements
"@xiongyu1988 you should"
X Link 2026-02-09T00:51Z [----] followers, [--] engagements
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