# ![@themarketradar Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1324919674077843457.png) @themarketradar Market Radar

Market Radar is currently indicating a risk-off regime, which has historically led to major market declines. This regime shift is affecting various assets, including equities, bitcoin, and commodities, with some showing signs of struggle or bearish trends. Analysts are advising patience and caution, suggesting it's time to take risk off the table or step aside.

### Engagements: [------] [#](/creator/twitter::1324919674077843457/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1324919674077843457/c:line/m:interactions.svg)

- [--] Week [---------] +290%
- [--] Month [---------] +259%
- [--] Months [---------] +398%
- [--] Year [---------] +65%

### Mentions: [--] [#](/creator/twitter::1324919674077843457/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1324919674077843457/c:line/m:posts_active.svg)

- [--] Week [--] +40%
- [--] Month [---] +64%
- [--] Months [-----] +97%
- [--] Year [-----] +42%

### Followers: [------] [#](/creator/twitter::1324919674077843457/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1324919674077843457/c:line/m:followers.svg)

- [--] Week [------] +0.26%
- [--] Month [------] +1.30%
- [--] Months [------] +23%
- [--] Year [------] +54%

### CreatorRank: [-------] [#](/creator/twitter::1324919674077843457/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1324919674077843457/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  29.41% [stocks](/list/stocks)  #6062 [technology brands](/list/technology-brands)  17.65% [cryptocurrencies](/list/cryptocurrencies)  12.75% [automotive brands](/list/automotive-brands)  8.82% [countries](/list/countries)  2.94% [social networks](/list/social-networks)  2.94% [exchanges](/list/exchanges)  #1951 [currencies](/list/currencies)  0.98% [financial services](/list/financial-services)  0.98%

**Social topic influence**
[ai](/topic/ai) 12.75%, [$rivn](/topic/$rivn) #7, [vibe coding](/topic/vibe-coding) #572, [stocks](/topic/stocks) 7.84%, [$qqq](/topic/$qqq) #94, [bitcoin](/topic/bitcoin) 7.84%, [anthropic](/topic/anthropic) #487, [in the](/topic/in-the) 6.86%, [software](/topic/software) #810, [rivian](/topic/rivian) #54

**Top accounts mentioned or mentioned by**
[@montes0318](/creator/undefined) [@sjoldvalueguy](/creator/undefined) [@he4deyes](/creator/undefined) [@unusualwhales](/creator/undefined) [@shillwilson](/creator/undefined) [@hvnablast](/creator/undefined) [@mikefichera](/creator/undefined) [@0xamss](/creator/undefined) [@0xacexv](/creator/undefined) [@mrluiscalderon](/creator/undefined) [@principatuscap](/creator/undefined) [@rhinorally](/creator/undefined) [@evcarba](/creator/undefined) [@calvinfroedge](/creator/undefined) [@mkbhd](/creator/undefined) [@riviandd](/creator/undefined) [@watcherguru](/creator/undefined) [@lukedavisgrey](/creator/undefined) [@jimijak69](/creator/undefined) [@firstadopter](/creator/undefined)

**Top assets mentioned**
[Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Bitcoin (BTC)](/topic/bitcoin) [Tesla, Inc. (TSLA)](/topic/tesla) [BuzzCoin (BUZZ)](/topic/$buzz) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Vixco (VIX)](/topic/$vix) [Microsoft Corp. (MSFT)](/topic/microsoft) [SPDR GOLD ETF (GLD)](/topic/$gld) [Stellantis N.V. (STLA)](/topic/$stla) [Spacemesh (SMH)](/topic/$smh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I think weve crossed the Rubicon on the Trump market narrative. The administration has anchored itself so aggressively to equity index performance that theres no walking it back. Quoting Dow [-----] achievements in public hearings and live TV attributing price targets directly to policy. Theyve made this their bull market and tied it explicitly to tariffs. Heres where it gets interesting over the next few months. If the market slides theyve boxed themselves in. Theyve told the world the market should go higher because of their policies. So the one thing that would actually help lowering tariffs"  
[X Link](https://x.com/themarketradar/status/2021982339853590805)  2026-02-12T16:18Z 17.4K followers, 10.7K engagements


"All this fear about artificial intelligence and automation yet the world around you still lacks autonomy. AI is devouring the world yet Why are airplanes not fully autonomous with partial teleoperation Why cant you step into a the backseat of a car and autonomously drive from NY to LA Why is every single port in America not automated Why do you think that is https://twitter.com/i/web/status/2022180522487603699 https://twitter.com/i/web/status/2022180522487603699"  
[X Link](https://x.com/themarketradar/status/2022180522487603699)  2026-02-13T05:26Z 17.4K followers, [----] engagements


"WHITE HOUSE TRADE ADVISER PETER NAVARRO SAYS THERE'S NO BASIS IN FACT THE ADMINISTRATION IS PLANNING TO REDUCE STEEL AND ALUMINUM TARIFFS - CNBC I think weve crossed the Rubicon on the Trump market narrative. The administration has anchored itself so aggressively to equity index performance that theres no walking it back. Quoting Dow [-----] achievements in public hearings and live TV attributing price targets directly I think weve crossed the Rubicon on the Trump market narrative. The administration has anchored itself so aggressively to equity index performance that theres no walking it back."  
[X Link](https://x.com/themarketradar/status/2022327130093420930)  2026-02-13T15:08Z 17.4K followers, [----] engagements


"The market is selling every SaaS name like AI replaces all of them. It doesn't. You're not vibe coding a Palantir competitor. The DoD isn't building in-house. The FBI isn't shipping a weekend prototype. Palantir's moat isn't software it's contractual integration and institutional trust built over years. The real play for enterprise SaaS is building custom internal models that strengthen their moat not get disrupted by it. How many Fortune [---] companies use Salesforce How many are going to build and maintain their own There's your answer. https://twitter.com/i/web/status/2022337380406247530"  
[X Link](https://x.com/themarketradar/status/2022337380406247530)  2026-02-13T15:49Z 17.4K followers, [----] engagements


"@unusual_whales Evergrande type shi"  
[X Link](https://x.com/themarketradar/status/2011163004113764794)  2026-01-13T19:46Z 17.4K followers, 24.4K engagements


"Well no shit Capital Economics says Chinas gold rally is increasingly appearing speculative rather than a defensive move. Capital Economics says Chinas gold rally is increasingly appearing speculative rather than a defensive move"  
[X Link](https://x.com/themarketradar/status/2022354829641945565)  2026-02-13T16:58Z 17.4K followers, [----] engagements


"Barclays $RIVN delivery estimates for [--] lol lmao even R2 is their Tesla Model Y competitor. Even though they need to ramp production this feels like a poor forecast. The only way this makes sense is if the forecast assumes R2 will feed off R1 demand and cannibalize/cross-sell with it. This itself makes no sense as all these deliveries will be to long-term reservation holders. Barclays Expects Rivian to Deliver Fewer EVs in [----] Than in [----] Despite R2 Launch EV $RIVN via @EV_CARBA https://t.co/eKqzmgWNkL Barclays Expects Rivian to Deliver Fewer EVs in [----] Than in [----] Despite R2 Launch EV"  
[X Link](https://x.com/themarketradar/status/2021215319709102259)  2026-02-10T13:30Z 17.4K followers, [----] engagements


"lol lmao even Barclays $RIVN delivery estimates for [--] lol lmao even R2 is their Tesla Model Y competitor. Even though they need to ramp production this feels like a poor forecast. The only way this makes sense is if the forecast assumes R2 will feed off R1 demand and https://t.co/rj58jVfVDa Barclays $RIVN delivery estimates for [--] lol lmao even R2 is their Tesla Model Y competitor. Even though they need to ramp production this feels like a poor forecast. The only way this makes sense is if the forecast assumes R2 will feed off R1 demand and https://t.co/rj58jVfVDa"  
[X Link](https://x.com/themarketradar/status/2022055994713682152)  2026-02-12T21:11Z 17.4K followers, [----] engagements


"The AI maximalist money raiser needs to pitch you that AI will destroy the workforce because if it doesn't it would imply we've hit a wall in innovationwhich could also come from an uprising in regulation. That would stall deflationary effects on token prices force frontier model companies to raise prices to stem losses and cause capital to flow elsewhere invalidating the idea that these companies will dethrone and single handedly own entire industries. Hope that helps when you hear these CEOs say all money will be worthless. https://twitter.com/i/web/status/2022183798247453075"  
[X Link](https://x.com/themarketradar/status/2022183798247453075)  2026-02-13T05:39Z 17.4K followers, [----] engagements


"This goes beyond your compute comment Anthropic is not going to linearly scale revenue 10x per year and they need public markets as excited as possible because once they go public the logistics around raising capital are extraordinarily different. At this stage its against Anthropic or any private AI company to be realistic and everything is in their favor to be unrealistic. The consequences of being realistic outweighs those of being unattainable/unrealistic. https://twitter.com/i/web/status/2022720656694014091 https://twitter.com/i/web/status/2022720656694014091"  
[X Link](https://x.com/themarketradar/status/2022720656694014091)  2026-02-14T17:12Z 17.4K followers, [---] engagements


"$RIVN back at momo (still well above our cost) and ahead of their most significant year in the company's history. Patience with this one. EV stocks have crashed out but I think Rivian is a diamond in the rough. At a $17.5B valuation ($14/share) it sits between Teslas trillion-dollar empire and Lucids $5B niche. One of the few EV makers with real scale brand strength and upside. The $RIVN bull case: 🧵 https://t.co/yU7xMcMCJT EV stocks have crashed out but I think Rivian is a diamond in the rough. At a $17.5B valuation ($14/share) it sits between Teslas trillion-dollar empire and Lucids $5B"  
[X Link](https://x.com/themarketradar/status/2016524408018321585)  2026-01-28T14:50Z 17.4K followers, [----] engagements


"Jesus Christ Momo on $GLD is over 25% lower from here with this after hours move - this may be a momentum record Unless a nation is collapsing and no the US is not theres going to many late leveraged longs that get bagged when this blows off"  
[X Link](https://x.com/themarketradar/status/2016661167167484302)  2026-01-28T23:54Z 17.4K followers, [----] engagements


"Long term tailwinds for Rivian $RIVN By June [--] [----] Tesla will officially discontinue the Model S and Model X. Since the Model S rolled out in [----] and Model X in [----] about [------] of them have been delivered each one helping define an era of Teslas and automotive history. Salute to two amazing products 🫡 https://t.co/82SyFjYpi0 By June [--] [----] Tesla will officially discontinue the Model S and Model X. Since the Model S rolled out in [----] and Model X in [----] about [------] of them have been delivered each one helping define an era of Teslas and automotive history. Salute to two amazing"  
[X Link](https://x.com/themarketradar/status/2016689916189479319)  2026-01-29T01:48Z 17.4K followers, [----] engagements


"Would be absolutely insane if this marks the top in the GLD/TLT ratio and everyone is left long spot metal and bonds become the next risk-off rotation as speculators have crowded out the gold risk curve"  
[X Link](https://x.com/themarketradar/status/2017305017590464750)  2026-01-30T18:32Z 17.4K followers, [----] engagements


"A large part of the discussion around Bitcoin's weakness over the last [--] months has been focused on quantum computing risks. I believe that is nonsense and just cope. If that were the case quantum progress would need to be progressing exponentially and the companies in that sector wouldn't have topping patterns. https://twitter.com/i/web/status/2017323772231987678 https://twitter.com/i/web/status/2017323772231987678"  
[X Link](https://x.com/themarketradar/status/2017323772231987678)  2026-01-30T19:47Z 17.4K followers, [---] engagements


"$BUZZ retail sentiment ETF not looking good here. All the small-mid cap names that exploded the last 6-12 months are jammed into this ETF. Sentiment is crowded low rev high multiple junk for the most part probably underperforms $QQQ going forward until liq conditions improve"  
[X Link](https://x.com/themarketradar/status/2017329301545189410)  2026-01-30T20:09Z 17.4K followers, [----] engagements


"The OpenAI flywheel might be cooked fellas dont worry Anthropic will pickup the slack *Nvidia's Huang Has Privately Criticized OpenAI's Business Strategy Sources Say *Nvidia's Huang Has Privately Criticized OpenAI's Business Strategy Sources Say"  
[X Link](https://x.com/themarketradar/status/2017422977122349394)  2026-01-31T02:21Z 17.4K followers, [----] engagements


"Just because we dont post about $RIVN everyday doesnt mean we stopped being bullish. LONG TERM thesis laid out below EV stocks have crashed out but I think Rivian is a diamond in the rough. At a $17.5B valuation ($14/share) it sits between Teslas trillion-dollar empire and Lucids $5B niche. One of the few EV makers with real scale brand strength and upside. The $RIVN bull case: 🧵 https://t.co/yU7xMcMCJT EV stocks have crashed out but I think Rivian is a diamond in the rough. At a $17.5B valuation ($14/share) it sits between Teslas trillion-dollar empire and Lucids $5B niche. One of the few"  
[X Link](https://x.com/themarketradar/status/2018382068829286558)  2026-02-02T17:52Z 17.4K followers, [----] engagements


"The vibe coding kills SaaS take misses the mark. Claude Code and similar tools are steroids for edge thinkers who previously lacked certain technical skill but most people arent wired that way. Most dont know what Claude even is and fewer still have the stamina to build market and monetize a product. Claude maybe has 20M monthly active users YouTube gave us MrBeast but for every breakout creator there are millions who quietly gave up. The democratization of tools rarely democratizes outcomes. The deeper counterargument is that replicating SaaS at any meaningful scale requires ongoing"  
[X Link](https://x.com/themarketradar/status/2018935248130650121)  2026-02-04T06:30Z 17.4K followers, [----] engagements


"Ah yes the risk of someone vibe coding a Palantir competitor"  
[X Link](https://x.com/themarketradar/status/2019068199967277288)  2026-02-04T15:19Z 17.4K followers, 111.6K engagements


"robinhood marketing is something else man"  
[X Link](https://x.com/themarketradar/status/2019493984570065155)  2026-02-05T19:31Z 17.4K followers, [----] engagements


"Talking software AI Capex spend Bitcoin and the current market crash https://x.com/i/broadcasts/1lPKqvOejoeGb https://x.com/i/broadcasts/1lPKqvOejoeGb"  
[X Link](https://x.com/themarketradar/status/2019558589325816230)  2026-02-05T23:47Z 17.4K followers, [----] engagements


"No a recession isn't coming Industrials at all-time highs reaping the rewards of the capex spend The recession comes if these CEO's realize the capex spend is not paying off and AI is not beneficial enough to keep productivity elevated something we're not seeing now. I'm seeing recession calls. Yet Mag7 is spending 2.1% of GDP on capex and U.S. govt running +6% deficit (expanding in H1). I'm seeing recession calls. Yet Mag7 is spending 2.1% of GDP on capex and U.S. govt running +6% deficit (expanding in H1)"  
[X Link](https://x.com/themarketradar/status/2019587414071918692)  2026-02-06T01:42Z 17.4K followers, [----] engagements


"Still feel like odds are were about to see sentiment exhaustion rather than the start of a new bear market in the stock market that can change but still holding on here"  
[X Link](https://x.com/themarketradar/status/2019600332758618352)  2026-02-06T02:33Z 17.4K followers, [----] engagements


"@calvinfroedge You betting on this chief"  
[X Link](https://x.com/themarketradar/status/2019623645270929824)  2026-02-06T04:06Z 17.4K followers, [----] engagements


"$QQQ needs to reclaim momo here ASAP👀"  
[X Link](https://x.com/themarketradar/status/2019784278922424529)  2026-02-06T14:44Z 17.4K followers, [----] engagements


"Bullish $RIVN long term BREAKING: Stellantis $STLA is taking a $26 billion hit and writing down their electric vehicle business. The stock has collapsed on the news now down -27% today. https://t.co/JOQelFyEF3 BREAKING: Stellantis $STLA is taking a $26 billion hit and writing down their electric vehicle business. The stock has collapsed on the news now down -27% today. https://t.co/JOQelFyEF3"  
[X Link](https://x.com/themarketradar/status/2019793728580334062)  2026-02-06T15:22Z 17.4K followers, [----] engagements


"Ideally $VIX goes back under momo next week and this vol episode is behind us. If not be ready"  
[X Link](https://x.com/themarketradar/status/2019907134545093072)  2026-02-06T22:52Z 17.4K followers, [----] engagements


"Here's something interesting as the timeline is being absolutely bombarded with the "SaaS Apacolypse" narrative. The funny thing is we haven't been in a SOFTWARE cycle for quite some time. CapEx attracts headlines because we're in a HARDWARE cycle. Software capitulation is more likely at these levels rather than software being a leading indicator of the $QQQ negative catch-up trade. What happens when the software sector stops cascading Hope that helps"  
[X Link](https://x.com/themarketradar/status/2020282781956259939)  2026-02-07T23:45Z 17.4K followers, [----] engagements


"In other words $QQQ will have a hard time breaking down as long as $SMH looks and trends like this"  
[X Link](https://x.com/themarketradar/status/2020283656552759806)  2026-02-07T23:48Z 17.4K followers, [----] engagements


"This guy is going on a generational run in US politics at the moment BREAKING: Rep. Thomas Massie says he's ready to start reading Epsteins client names publicly if Pam Bondi refuses to unredact the names. BREAKING: Rep. Thomas Massie says he's ready to start reading Epsteins client names publicly if Pam Bondi refuses to unredact the names"  
[X Link](https://x.com/themarketradar/status/2020583836904554833)  2026-02-08T19:41Z 17.4K followers, 70K engagements


"Vibecoding tools like Claude Code are insanely bullish for cybersecurity stocks"  
[X Link](https://x.com/themarketradar/status/2020700815061815629)  2026-02-09T03:26Z 17.4K followers, [----] engagements


"China's direct Treasury holdings have been cut in half from $1.32T at peak in [----] to $682 billion today a 17-year low. They shed $173 billion in [----] $51 billion in [----] $57 billion in [----] and another 10%+ in [----]. This directive formalizes what was already happening"  
[X Link](https://x.com/themarketradar/status/2020878528263450694)  2026-02-09T15:12Z 17.4K followers, [---] engagements


"Key nuance: this applies to commercial banks not sovereign reserves. No specific targets or timelines given. Belgium's Treasury holdings quadrupled to $481B since [----] widely seen as Chinese custodial accounts. The real reduction is smaller than headlines suggest"  
[X Link](https://x.com/themarketradar/status/2020878530230587670)  2026-02-09T15:12Z 17.4K followers, [---] engagements


"No there isn't a dramatic Treasury dump. This isn't about the dollars China's banks will sell this quarter. It's about who follows and if the trend will continue and amplify globally"  
[X Link](https://x.com/themarketradar/status/2020878535708287405)  2026-02-09T15:12Z 17.4K followers, [---] engagements


"India and Brazil are already trimming Treasury exposure. The marginal buyer of US debt is shifting from foreign governments to the domestic private sector. That structural change means higher term premium over time"  
[X Link](https://x.com/themarketradar/status/2020878537683779626)  2026-02-09T15:12Z 17.4K followers, [---] engagements


"The economy is re-accelerating I don't make the rules"  
[X Link](https://x.com/themarketradar/status/2020897062938947877)  2026-02-09T16:26Z 17.4K followers, 15.7K engagements


"The squeeze will be glorious The economy is re-accelerating I don't make the rules https://t.co/C3hc4OuDS6 The economy is re-accelerating I don't make the rules https://t.co/C3hc4OuDS6"  
[X Link](https://x.com/themarketradar/status/2020905237486371111)  2026-02-09T16:58Z 17.4K followers, [----] engagements


"me writing *refactor my entire code base to use a standardized component system fix all the use effects streamline my api routes and do all of this while being typescript compliant. think hard. make no mistakes* into claude code before going out for drinks with the boys"  
[X Link](https://x.com/themarketradar/status/2020955442369712258)  2026-02-09T20:18Z 17.4K followers, [----] engagements


"After successfully breaching above momo $QQQ is now at the next technical level A break above mid-vamp here will give the momentum to hit new ATH ok fellas we're cooking now https://t.co/8BphowhC2v ok fellas we're cooking now https://t.co/8BphowhC2v"  
[X Link](https://x.com/themarketradar/status/2021241065987244197)  2026-02-10T15:13Z 17.4K followers, [----] engagements


"@MKBHD $RIVN is way ahead of their competition when it comes to special features. The R2 launch is do or die for them"  
[X Link](https://x.com/themarketradar/status/2021244116554613111)  2026-02-10T15:25Z 17.4K followers, [----] engagements


"This is why the narrative cycle works the way it does. Bitcoin can't be held seen or felt. It's a number on a screen. Gold drops 40% you still have the bar in your hand. Apple craters you're still holding the phone. You use Salesforce at work every day. These things have a physical anchor that rationalizes their value through the pain. Bitcoin doesn't have that. So when liquidity dries up and the momentum bid disappears there's nothing tangible to grab onto. We just spiral into "is this even real" every single time. That's a structural reason contributing to bitcoins' volatility. The fact"  
[X Link](https://x.com/themarketradar/status/2021247550880350288)  2026-02-10T15:39Z 17.4K followers, [----] engagements


"All eyes on mid-vamp this morning on $QQQ. If we can't reclaim this soon more chop is coming"  
[X Link](https://x.com/themarketradar/status/2021601311880253496)  2026-02-11T15:04Z 17.4K followers, [----] engagements


"Software is having its worst selloff since [----]. IGV down 32% from highs nearly $4B in outflows. The narrative: AI replaces enterprise software. The reality: the market took a real insight and stretched it to an absurd conclusion. Here's what's actually happening"  
[X Link](https://x.com/themarketradar/status/2021661446631985277)  2026-02-11T19:03Z 17.4K followers, [----] engagements


"Earnings aren't collapsing. Revenue growth margins and cash flows remain solid across the sector. What's compressing is the multiple investors pay for those earnings. The confidence in durability changed not the business"  
[X Link](https://x.com/themarketradar/status/2021661449949700250)  2026-02-11T19:03Z 17.4K followers, [---] engagements


"The fear is "seat compression" AI doing the work of multiple humans so companies need fewer licenses. But fewer seats doesn't mean zero seats. "Salesforce loses customers" vs "Salesforce charges less of a premium" are very different problems"  
[X Link](https://x.com/themarketradar/status/2021661452504117766)  2026-02-11T19:03Z 17.4K followers, [---] engagements


"Vibe coding moved people from [--] to [--] on the coding spectrum overnight. Impressive. But the other 90% database architecture security scalability compliance is still almost exactly as hard as it always was. Scripts are not enterprise software"  
[X Link](https://x.com/themarketradar/status/2021661454823497821)  2026-02-11T19:03Z 17.4K followers, [---] engagements


"Claude has [--] million monthly users globally. How many are building competitive enterprise apps who aren't already professional developers Vanishingly few. The vibe coding crowd is deeply unrepresentative of the broader workforce"  
[X Link](https://x.com/themarketradar/status/2021661457084199330)  2026-02-11T19:03Z 17.4K followers, [---] engagements


"YouTube gave anyone the ability to become a movie star. Free tools open platform. Two decades later most people never uploaded a single video. The bottleneck was never access. It was effort and temperament. Vibe coding follows the same curve"  
[X Link](https://x.com/themarketradar/status/2021661459680509990)  2026-02-11T19:03Z 17.4K followers, [---] engagements


"Cybersecurity is the clearest mispricing. More people building software means every app is a new attack surface. Every unprotected API and vibe-coded database is a target. Palo Alto and CrowdStrike should be beneficiaries not casualties"  
[X Link](https://x.com/themarketradar/status/2021661465485418587)  2026-02-11T19:03Z 17.4K followers, [---] engagements


"The CapEx paradox: if AI demands hundreds of billions in infrastructure spending the barrier to competing isn't shrinking. It's becoming insurmountable. Microsoft isn't being disrupted by AI. It's the one doing the disrupting"  
[X Link](https://x.com/themarketradar/status/2021661468899652049)  2026-02-11T19:03Z 17.4K followers, [----] engagements


"The idea that Salesforce Microsoft and ServiceNow are going the way of Blockbuster is a fantasy. When the dust clears survivors will have even wider advantages because the cost to compete priced everyone else out. https://www.market-radar.com/ledger/the-saas-moat-who-survives-the-software-resetutm_source=x&utm_medium=thread&utm_campaign=the_saas_moat_who_survives_the_software_reset&utm_content=ledger https://www.market-radar.com/ledger/the-saas-moat-who-survives-the-software-resetutm_source=x&utm_medium=thread&utm_campaign=the_saas_moat_who_survives_the_software_reset&utm_content=ledger"  
[X Link](https://x.com/themarketradar/status/2021661471315562757)  2026-02-11T19:03Z 17.4K followers, [----] engagements


"@ShillWilson The cybersecurity moat is much stronger than other sectors"  
[X Link](https://x.com/themarketradar/status/2021662980455510411)  2026-02-11T19:09Z 17.4K followers, [---] engagements


"Short capex spenders long capex receivers innit"  
[X Link](https://x.com/themarketradar/status/2021960717126316269)  2026-02-12T14:52Z 17.4K followers, [----] engagements


"@Rivian_DD 💪"  
[X Link](https://x.com/themarketradar/status/2022122814233538918)  2026-02-13T01:37Z 17.4K followers, [--] engagements


"@hvnablast Overblown for the most part look at the top $IGV holdings - you're not vibecoding the competitor or custom solution"  
[X Link](https://x.com/themarketradar/status/2022135773362106445)  2026-02-13T02:28Z 17.4K followers, [---] engagements


"All this fear about artificial intelligence and automation yet the world around you still lacks autonomy. AI is devouring the world yet Why are airplanes not fully autonomous with partial teleoperation Why cant you step into a the backseat of a car and autonomously drive from NY to LA Why is not every single port in America automated Why do you think that is https://twitter.com/i/web/status/2022180372667101675 https://twitter.com/i/web/status/2022180372667101675"  
[X Link](https://x.com/themarketradar/status/2022180372667101675)  2026-02-13T05:25Z 17.4K followers, [---] engagements


"@mikefichera problems dont exist if the technology is good enough"  
[X Link](https://x.com/themarketradar/status/2022184479503384635)  2026-02-13T05:42Z 17.4K followers, [---] engagements


"@SJOldValueGuy And some are still calling for lower"  
[X Link](https://x.com/themarketradar/status/2022386464626258134)  2026-02-13T19:04Z 17.4K followers, [--] engagements


"@0xAmSS The last thing small company wants to do is build everything from scratch and maintaining it rather than focusing on their own product"  
[X Link](https://x.com/themarketradar/status/2022386891098906770)  2026-02-13T19:06Z 17.4K followers, [--] engagements


"if were all about to have AI wives im marrying Opus Codex [---] is the first model that actually pushes back on my implementation plans. It calls out design flaws and wont just build until I give it a solid reason why my approach makes sense. Opus simply builds whatever I ask it to. Codex [---] is the first model that actually pushes back on my implementation plans. It calls out design flaws and wont just build until I give it a solid reason why my approach makes sense. Opus simply builds whatever I ask it to"  
[X Link](https://x.com/themarketradar/status/2022185849719599456)  2026-02-13T05:47Z 17.4K followers, [----] engagements


"I'm so excited to see retail experience what happens when profitless companies (a lot of which they wish they could buy but have remained private) that trade at egregious price-to-sales ratios due to supply constraints and tight cap table management get slammed onto public markets. Many such cases gonna be real interesting. ANTHROPIC PREPARING TO GO PUBLIC AS SOON AS THIS YEAR: WSJ ANTHROPIC PREPARING TO GO PUBLIC AS SOON AS THIS YEAR: WSJ"  
[X Link](https://x.com/themarketradar/status/2022326554647228449)  2026-02-13T15:06Z 17.4K followers, [----] engagements


"@0xAcexv No right now im in the middle of vibecoding netflix first you cant show up with a tinder before a netflix"  
[X Link](https://x.com/themarketradar/status/2022727079356153940)  2026-02-14T17:38Z 17.4K followers, [--] engagements


"@mrluiscalderon SpaceX OpenAI and Anthropic are the main risks here with combined private market valuations exceeding [--] trillion dollars across those [--] companies where none of them produce a meaningful profit and are loaded with VC's foaming at the mouth to monetize carry"  
[X Link](https://x.com/themarketradar/status/2022747855736488268)  2026-02-14T19:00Z 17.4K followers, [--] engagements


"Software sentiment is the worst it's been in a generation. IGV the broadest software ETF on the market has shed 28% from its September [----] highs posting its worst month since [----] while http://x.com/i/article/2021654951857168384 http://x.com/i/article/2021654951857168384"  
[X Link](https://x.com/themarketradar/status/2021655839443214707)  2026-02-11T18:41Z 17.4K followers, 10.2K engagements


"The real threat is professional devs using AI to 10x output building in-house alternatives. But building is one thing. Maintaining patching scaling and securing it is another. Those costs creep up until "savings" from ditching SaaS look far less compelling"  
[X Link](https://x.com/themarketradar/status/2021661461966364732)  2026-02-11T19:03Z 17.4K followers, [---] engagements


"@WatcherGuru Why does anybody still use coinbase Coinbase shut down during multiple significant btc liquidation events too"  
[X Link](https://x.com/themarketradar/status/2022016317193322928)  2026-02-12T18:33Z 17.4K followers, [----] engagements


"On the contrary there's only so many times vol expansion will be tested over [--] and fail before it gets smashed lower. $VIX"  
[X Link](https://x.com/themarketradar/status/2022019526968455292)  2026-02-12T18:46Z 17.4K followers, [----] engagements


"Skynet is coming https://x.com/i/broadcasts/1yoKMPPRjNDxQ https://x.com/i/broadcasts/1yoKMPPRjNDxQ"  
[X Link](https://x.com/themarketradar/status/2022096492975284505)  2026-02-12T23:52Z 17.4K followers, [----] engagements


"It's truly underappreciated how historic the capitulation in software names is right now. $IGV More volume in each of the last [--] weeks than in any period in the fund's history (including COVID and 2022) all while at much higher prices (which means even higher $ volume turnover). https://t.co/LIlsOGtxkA https://t.co/LIlsOGtxkA"  
[X Link](https://x.com/themarketradar/status/2022134021837172925)  2026-02-13T02:21Z 17.4K followers, [----] engagements


"Nice $RIVN pop after earnings. It's cool but it's irrelevant. The thesis below is for much higher over much longer. Patience. R2 is do-or-die. Zero or hero. Everything in between is noise. EV stocks have crashed out but I think Rivian is a diamond in the rough. At a $17.5B valuation ($14/share) it sits between Teslas trillion-dollar empire and Lucids $5B niche. One of the few EV makers with real scale brand strength and upside. The $RIVN bull case: 🧵 https://t.co/yU7xMcMCJT EV stocks have crashed out but I think Rivian is a diamond in the rough. At a $17.5B valuation ($14/share) it sits"  
[X Link](https://x.com/themarketradar/status/2022329309839626432)  2026-02-13T15:17Z 17.4K followers, [----] engagements


"The $RIVN bet is pretty simple: you're betting R2 can truly compete with the Model Y in looks and features at competitive price points long-term and take market share. Obviously it would be nice to transition more ICE buyers to EV but that's a more speculative bet. Leadership at RIVN aims to onboard more people to EVs but tbh it seems like the Model Y is the most "at threat" from the R2. This holds especially true in the US where China's EVs are nonexistent. R2 initial pricing will be high but it's a long-term risk to Tesla's EV market share if EV demand doesn't go to zero"  
[X Link](https://x.com/themarketradar/status/2022336553536692622)  2026-02-13T15:46Z 17.4K followers, [----] engagements


"$QQQ is doing its best here. Closing over momo would be a good sign invalidating those who panic-sold/shorted the lows. Holding this will be key to keeping bears at bay"  
[X Link](https://x.com/themarketradar/status/2022376705294258470)  2026-02-13T18:25Z 17.4K followers, [----] engagements


"RT @themarketradar: It's truly underappreciated how historic the capitulation in software names is right now. $IGV More volume in each of"  
[X Link](https://x.com/anyuser/status/2022379179166306536)  2026-02-13T18:35Z 17.4K followers, [--] engagements


"$RIVN daily looks crazy"  
[X Link](https://x.com/themarketradar/status/2022382116542292044)  2026-02-13T18:47Z 17.4K followers, [----] engagements


"Retail investors face more downside risk than upside risk with IPOs at these multiples/valuations and nobody seems to care. Few understand this. Kinda insane how there are headlines weekly of OpenAI being valued at $800 billion Anthropic at $380 billion SpaceX at $1.25 trillion and 99.999% of investors are unable to participate in the upside of the most iconic generational businesses of our time Kinda insane how there are headlines weekly of OpenAI being valued at $800 billion Anthropic at $380 billion SpaceX at $1.25 trillion and 99.999% of investors are unable to participate in the upside"  
[X Link](https://x.com/themarketradar/status/2022395275021815813)  2026-02-13T19:39Z 17.4K followers, [----] engagements


"what are we doing for valentines day"  
[X Link](https://x.com/themarketradar/status/2022701973800136780)  2026-02-14T15:58Z 17.4K followers, [---] engagements


"Funny enough at this point hyperscalers arent destroyed enough for this to work. They would sell off on this with the market pricing in wasted pre-existing capex and failed investments in the AI space that would cascade much further across growth multiples The hyperscalers collectively agreeing to bring their capex numbers down 30% together simultaneously to preserve their way of life No more turf wars. No more endless suffering https://t.co/E749WotRcj The hyperscalers collectively agreeing to bring their capex numbers down 30% together simultaneously to preserve their way of life No more"  
[X Link](https://x.com/themarketradar/status/2022708748016394322)  2026-02-14T16:25Z 17.4K followers, [----] engagements


"The difference is that Nvidia is tied to its guidance and street estimates and missing these sends the stock lower. Anthropic on the other hand is saying whatever it takes to get retail lined up at the door so theres enough demand to drop stock on them at a half-trillion-dollar valuation. They are not the same. Hope that helps. The Street expects Nvidia to roughly increase revenue 50% per year over the next few years. If it does that the stock will do great. Dario founder of Anthropic predicts data center build will 3x per year through [----]. 3x Nvidia's upside could be much larger."  
[X Link](https://x.com/themarketradar/status/2022716467133694188)  2026-02-14T16:56Z 17.4K followers, [----] engagements


"The more time that goes by the more the odds shift in favor of $RIVN no longer being a zero-or-hero play as they hit benchmarks and increase their odds of surviving. After we pass the R2 ramp and it succeeds the odds collapse exponentially that the company will fail. R2 is do or die and after that it's Tesla who will be at risk of losing market share"  
[X Link](https://x.com/themarketradar/status/2022736747520479426)  2026-02-14T18:16Z 17.4K followers, [----] engagements


"What do you think happens to their company stock after they IPO and unlock Hint: check $ORCL on financing concerns. Why buy Anthropic stock when they're issuing preferreds bonds and equity to constantly raise when you could buy a company like Google with correlated upside and near-zero toxic dilution risk I think theres a decent chance that Dario & Sam are this cycles SBF. I think theres a decent chance that Dario & Sam are this cycles SBF"  
[X Link](https://x.com/themarketradar/status/2022740318773285007)  2026-02-14T18:30Z 17.4K followers, [----] engagements


"All these late-stage unicorn IPOs coming down the pike pose the greatest risk to $QQQ over the 6-12 months following their IPOs. They are almost certainly going to target a Nasdaq listing as it would fast-track them into one of the largest ETFs at their current market caps. For example if they IPO on the NYSE and want inclusion in $SPY they must meet certain positive earnings requirements (which pretty much none of them do.even at half a trillion dollar valuations). However if they list on Nasdaq they get fast-tracked into heavy weighting in one of the largest and most dominant U.S. ETFs"  
[X Link](https://x.com/themarketradar/status/2022745827995758673)  2026-02-14T18:52Z 17.4K followers, [----] engagements


"This risk is of course irrelevant if you as a market participant believe these megacap IPOs will all be immune from post-IPO sell-offs and lockup dips. If you believe theyre all going to IPO and go up only the above is exactly what you want"  
[X Link](https://x.com/themarketradar/status/2022749475291181224)  2026-02-14T19:07Z 17.4K followers, [---] engagements


"there are a million of you"  
[X Link](https://x.com/themarketradar/status/2022800961878548593)  2026-02-14T22:31Z 17.4K followers, [---] engagements


"Imagine Trump floating Warsh as the pick and watching everything nuke on his iPad thinking ok markets not liking Warsh time for Rick Rieder to take the stand"  
[X Link](https://x.com/themarketradar/status/2017065878324400556)  2026-01-30T02:42Z 17.3K followers, [----] engagements


"If quantum were a risk to Bitcoin the charts wouldn't look like they're about to fall right off a cliff. Hope that helps"  
[X Link](https://x.com/themarketradar/status/2017321470553166069)  2026-01-30T19:38Z 17.3K followers, [----] engagements


"You all know Im anti-perma. In a way that makes me a perma. Im perma-following whats in front of me. Not fairy tales. Gold bars Bitcoin cold wallets dollar collapse theories. They all have one thing in common. Fear which shills very effectively to the herd"  
[X Link](https://x.com/themarketradar/status/2017682880533827986)  2026-01-31T19:34Z 17.3K followers, [----] engagements


"It's wild how many people have been parading around the next bull run in Bitcoin as it chugs through a bear market. A lot of people are getting bagged against a trend they have no business fighting. Insane behavior"  
[X Link](https://x.com/themarketradar/status/2018024884954095970)  2026-02-01T18:13Z 17.3K followers, [----] engagements


"Bitcoin is now on the verge of taking out the lows from the liberation day cascade"  
[X Link](https://x.com/themarketradar/status/2018169177140236418)  2026-02-02T03:46Z 17.4K followers, [----] engagements


"Classic $NQ scam wick to scare the hoes Stopped cascading right at momo to the tick"  
[X Link](https://x.com/themarketradar/status/2018343465285976327)  2026-02-02T15:19Z 17.3K followers, [----] engagements


"@unusual_whales Good luck The risk of foreigners selling their US stocks is not the risk its made out to be. Heres why: Unlike bonds stocks have a different return profile. For foreigners to dump their US stocks as an example to protest USD homogeny assumes they have competing domestic companies The risk of foreigners selling their US stocks is not the risk its made out to be. Heres why: Unlike bonds stocks have a different return profile. For foreigners to dump their US stocks as an example to protest USD homogeny assumes they have competing domestic companies"  
[X Link](https://x.com/themarketradar/status/2018682278663110711)  2026-02-03T13:45Z 17.4K followers, [----] engagements


"Bitcoin is now taking out the liberation day cascade lows 🚨"  
[X Link](https://x.com/themarketradar/status/2018752611067777488)  2026-02-03T18:25Z 17.4K followers, [----] engagements


"The only edge in prediction markets outside arbitrage is inside information. The reason nearly all investors have an inherent edge in the stock market is stocks have a positive drift over a long enough timeframe. Event contracts do not have this. Crazy story: A bank analyst published a report showing Kalshi users lose money even faster than sports gamblers so Kalshi first tried to pressure the data provider to change their data and then accused them and the analyst of conspiring to extort them when that doesnt work. https://t.co/6LNZmO9Xo5 Crazy story: A bank analyst published a report"  
[X Link](https://x.com/themarketradar/status/2019060160983953506)  2026-02-04T14:47Z 17.4K followers, [----] engagements


"http://x.com/i/article/2019202446539776000 http://x.com/i/article/2019202446539776000"  
[X Link](https://x.com/themarketradar/status/2019203463717216621)  2026-02-05T00:16Z 17.4K followers, 17K engagements


"Bitcoin is about to lose [-----]. We havent been long Bitcoin since the start of Q4 [----]. Its been un-investable ever since. More on that below https://t.co/W1Tpmh00lT https://t.co/W1Tpmh00lT"  
[X Link](https://x.com/themarketradar/status/2019263538490224929)  2026-02-05T04:15Z 17.4K followers, [----] engagements


"@LukeDavisgrey thats nq model built on total return stock index but nq should move back above quick or its likely indeed cooked"  
[X Link](https://x.com/themarketradar/status/2019264763495149856)  2026-02-05T04:20Z 17.4K followers, [--] engagements


"Yea this is going much lower Buying $2000000 of btc at [-----]. Bookmark this. Buying $2000000 of btc at [-----]. Bookmark this"  
[X Link](https://x.com/themarketradar/status/2019462060883485082)  2026-02-05T17:24Z 17.4K followers, 71.4K engagements


"Anyone who was up life changing money on $HOOD $PLTR $SOFI $RKLB I hope you took some profits DONT FUMBLE LIFE-CHANGING GAINS My feed is full of screenshots of hype stocks at record highs and Ive been there before. It's easy to let positions get to your head. That moment when youre sitting on massive gains and wondering whats next. $HOOD $PLTR $SOFI $RKLB: if you DONT FUMBLE LIFE-CHANGING GAINS My feed is full of screenshots of hype stocks at record highs and Ive been there before. It's easy to let positions get to your head. That moment when youre sitting on massive gains and wondering whats"  
[X Link](https://x.com/themarketradar/status/2019511205174612374)  2026-02-05T20:39Z 17.4K followers, [----] engagements


"@jimijak69 Agreed we dont use options. We achieve these returns using leveraged ETFs: $TQQQ $TMF $UTSL $CURE"  
[X Link](https://x.com/themarketradar/status/1858212846162862472)  2024-11-17T18:17Z 17.4K followers, [---] engagements


"BULLISH J.P. Morgan Warns S&P [---] Could Drop Nearly 8% J.P. Morgan Warns S&P [---] Could Drop Nearly 8%"  
[X Link](https://x.com/themarketradar/status/1965808082350719098)  2025-09-10T16:02Z 17.4K followers, [----] engagements


"$BUZZ needs to hold up above momo here otherwise its going to get ugly again"  
[X Link](https://x.com/themarketradar/status/1998792771549757530)  2025-12-10T16:31Z 17.4K followers, [----] engagements


"EV stocks have crashed out but I think Rivian is a diamond in the rough. At a $17.5B valuation ($14/share) it sits between Teslas trillion-dollar empire and Lucids $5B niche. One of the few EV makers with real scale brand strength and upside. The $RIVN bull case: 🧵"  
[X Link](https://x.com/anyuser/status/1963425090009170017)  2025-09-04T02:13Z 17.4K followers, 73.6K engagements

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