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![MarcusMandellbr Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1668091019580112896.png) Marcus Mandelbrot [@MarcusMandellbr](/creator/twitter/MarcusMandellbr) on x XXX followers
Created: 2025-07-22 02:06:21 UTC

Net Long: Cash XX% $uopix X% $udpix X%  $gld XX% $fshcx XX% $PMPIX X% $ugpix X% - YTD 25%. Ride out the next three volatile months out. Expecting earnings dent in big tech. Why risk the gains. Will buy back $uopix if fed signals rate cuts or $goog or $tsla posts better earnings


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947478290580824104/c:line.svg)

**Related Topics**
[goog](/topic/goog)
[$tsla](/topic/$tsla)
[$goog](/topic/$goog)
[signals](/topic/signals)
[fed](/topic/fed)
[$ugpix](/topic/$ugpix)
[$pmpix](/topic/$pmpix)
[$fshcx](/topic/$fshcx)

[Post Link](https://x.com/MarcusMandellbr/status/1947478290580824104)