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![JuliusOnStocks Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1041430727668097024.png) Mangala M.J ™ 💱 [@JuliusOnStocks](/creator/twitter/JuliusOnStocks) on x 1925 followers
Created: 2025-07-23 22:41:48 UTC

@BigBullCap Short sellers burned (-$12B today). 

The AI trade is back with a vengeance.

The Only Red Flag:

- Traffic Acquisition Costs (TAC): Up X% YoY (Apple’s Safari deal still a drag).  




XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948151587689394594/c:line.svg)

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[Post Link](https://x.com/JuliusOnStocks/status/1948151587689394594)