Macro Views @MacMasterInvest
Sharing macro insights to find alpha • Play bold • 🎓@Princeton • I have nothing to sell you Joined December 2024-
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The G7 bent to Trump by agreeing to release oil reserves. Where's their backbone?
The Fed has a tough job. They're using backward-looking, lagging data and setting forward-looking policies with lagging effects. No matter what they do, they are necessarily behind the curve.
"Suicide"
JUST IN: Former Wall Street banker and whistleblower Simon Andriesz, who exposed Commerce Secretary Howard Lutnick's links to Jeffrey Epstein has died by suicide.
If $MU grows revenue 379%, prints 87% margins, and guides higher, why isn't the stock up 20% today? Because Wall Street algorithms and institutional managers are playing the historical memory cycle playbook. Historically, DRAM and NAND are brutal boom/bust commodities. Whenever margins hit peak levels, the "Big Three" (Samsung, SK Hynix, Micron) overbuild capacity, flood the market, and margins crash to near-zero within 18 months. The market is pricing $MU at 7x forward earnings because it inherently believes these earnings are "peak cycle" and fundamentally unsustainable.
"Our product could kill everybody. Now give us money."
BREAKING: Anthropic warns in its IPO filing that advanced AI could pose “catastrophic or existential risks to humanity” — including potential human extinction.
@pelositracker What makes anyone think they can decide if a profession pays off or not? There are both successful and not successful people in all fields
Highly recommend this deep dive on $RKLB
Really appreciate the positive feedback from the $RKLB community on my deep dive! $RKLB is an amazing company and on track to cover the full space stack and double, or even triple following the Iridium acquisition, its revenue by 2028. But every investment comes with risks.
Waiting for $AMZN next earnings to see how much today's diesel prices are affecting them. Even though I'm sure AWS is more than compensating
@liam_holt7 Here's the prompting guide to Gemini written by Google themselves services.google.com/fh/files/misc/…
That's me rn
would u still tweet if you got zero likes on all your posts
$AMZN trading at a 17x P/OCF btw Guess what happens to FCF when CapEx eases
Profit taking. Don't panic
Meta $META is down over 2% in overnight trading… 😳
China may not need to invade Taiwan to win. That sounds counterintuitive. But look closely at what Beijing is actually doing: It is building a strategy that could make war unnecessary. Here’s how. 🧵
Are you better off making a single annual investment or a monthly one? Let's find out👇
nik. (Private X Accou... @fulportnilk
1 Followers 302 Following markets and degen trading 🧑💻ex-palantir 🎓dropped out 📍nyc
Olivia @milholland93690
23 Followers 487 Following
BranchAcc 🍂🎐�... @waller84374
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Susan Peters @Cassandraslz8
35 Followers 2K Following Want to take back OUR country? JOIN ME 🇺🇸Donald Trump won 🥇 Proud Patriot. Pro Elon Musk 🚀🚀
Mandy Moore @AXMd7vVQNFvUrXT
92 Followers 48 Following
X Space sharesElon�... @elonxspacemusx
9 Followers 419 Following Space x • Tesla « - CEO» %Starlink & Neuralink * I'm on a quest to bang AOC on Mars. Elon parody account🚀🛰️
CMS Invests(PRIVATE) @cmsinvests4
29K Followers 3K Following Singapore's #1 trader now on X. Timing cycles and stock rotation theory. Subscribe to my trades: https://t.co/MkeHVfefRZ...
JOIN MY FREE TRADING ... @gladysmarieray1
18 Followers 697 Following breaking down tech, business, & stocks
nik group @nikfullportnik
4 Followers 227 Following markets and degen trading ex-palantir & dropped out 9 пус
Jason Luongo (Private... @_JasonLCapital
1K Followers 860 Following NO FINANCIAL ADVICE. Finance. Fitness. Faith. I use options to get paid while building positions in high-conviction growth stocks. Free LEAPS Cheat Sheet
노시영 @siyoung___96
48 Followers 324 Following
Bronco_Stampeder @BStampeder
13 Followers 2K Following
x @elon_yp
142 Followers 2K Following
Roman Kingswood @reynosismo_
6K Followers 4K Following Stocks | AI | Macro Breaking down market moves and the stories behind them. Sharing ideas, not telling you what to buy
Madison @TashaLutzcx
16 Followers 533 Following Every day is a new chance to become a better version of yourself.
Wander Muse @IvanIsrael12703
204 Followers 31 Following 36 looks good on me. Learning, traveling, moving, and enjoying every season of life.
Ben Thimple @SimonUsuga10
34 Followers 361 Following
robertholland @robertholl90011
51 Followers 143 Following
KJC @4thcrank
51 Followers 3K Following
Dave Stanasolovich @dstan1803
4K Followers 7K Following Debut Author of the novel, The Mad Girl, under the pseudonym Andrew Colvin
Leah @Salamathullasal
6 Followers 119 Following Stylish traveler, focused entrepreneur, warm friend 🌸🌏
Mio @Mioxmkle
113 Followers 401 Following My heart says travel, my bank account says stay home. Recently survived the heat in Taiwan and loved every second of it. 🇹🇼🔥
AI_Portfolio🇺🇸 @Qeeealir695
39 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
LowPE_Gems🇺🇸 @Glexoc7953
45 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
MarketProfileX🇺�... @Arplalsee864
51 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
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38 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
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36 Followers 1K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
KW @KWHKMan
203 Followers 2K Following
QuantumTrading🇺�... @Jeeanalj266925
43 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Jeremy Lefebvre @_Holy_Smokas
480 Followers 6K Following Stock-picker since 2008, YouTuber (700k subs), flap-jack flipper 🥞 ,husband and dad. I make $ into more $ you can LEARN it, too! 💸 my ONLY account
SmallCapAlpha🇺🇸 @Mwowoo7815
55 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Lia @realliathetrade
140 Followers 5K Following Stocks & Options Trader, Trading Educator, CEO @mindsetdata Author & MSc. @Columbia University featured: @wsj @nbc @forbes @esquire @usatoday JOIN US:
Shay Boloorn @iam_micheal_jnr
57 Followers 2K Following All in on the 4th industrial revolution | Host of Stocktwits | Host of TheBoysInvest| Not investment advice •
Dumb Money Capital @dan1ellisdizzy
161 Followers 6K Following Tech founder & retail investor. $9M NW by momentum investing + size & conviction. 09 $NVDA: $60 $125 $RKLB: $12.5 → Now SEOSE: $11 Now
Clint Awana PRIVATE X @clintoptionsPRI
2K Followers 3K Following Exclusive discussions on stock markets, featuring in-depth price action analysis. Limited to Elite Members only. MainPage: @clintoptions
Do You Mind If I Ask ... @GloryX2Alleluia
4K Followers 7K Following 2 kids, 4 grandkids, Christian, Investor, concerned citizen...
LIA 👸📈 @_Llathetrader
208 Followers 3K Following Investor, Trader & Trading Psychology coach @mindsetdata MSc. @Columbia University 🎓 TRADE WITH US:
Nathanael Chong @the_chongster
234 Followers 182 Following Currently poking at things I have no business poking at
John Marko @JohnMarko3456
399 Followers 7K Following
nik @fullportnik
28K Followers 117 Following markets and degen trading 👨💻ex-palantir 🎓dropped out 📍nyc
Roman Kingswood @reynosismo_
6K Followers 4K Following Stocks | AI | Macro Breaking down market moves and the stories behind them. Sharing ideas, not telling you what to buy
George Noble @gnoble79
114K Followers 4K Following Fidelity Overseas Fund, Was #1 mutual fund USA. Former Peter Lynch assistant. Sign up for my Substack: https://t.co/UkAzhidH9U
World of Statistics @stats_feed
5.1M Followers 374 Following There are three kinds of lies: lies, damned lies, and statistics. @Kalshi partner.
Anthropic @AnthropicAI
1.8M Followers 2 Following We're an AI safety and research company that builds reliable, interpretable, and steerable AI systems. Talk to our AI assistant @claudeai on https://t.co/FhDI3KQh0n.
Investing visuals @InvestingVisual
118K Followers 130 Following Connecting numbers and stories through unique visuals | Deep dives, research, visual library & Discord community via my website 👇 | Collaborate? DM is open!
Evan @StockMKTNewz
1.2M Followers 484 Following Free Stock Market News that is FAST, ACCURATE, CONSISTENT, and RELIABLE | Not Just Stock News | The link to work with me is the link in my bio ⬇️
Bourbon Capital @BourbonCap
78K Followers 104 Following Growth Investments - Long Term | Insider News: @BourbonInsider Find below the link to my Patreon and all my sources
Watcher.Guru @WatcherGuru
4.9M Followers 3 Following Watcher Guru gives you unparalleled, unbiased coverage of all-things crypto & finance in real-time | Posts Are Not Financial Advice | @BTCPrice
Gary Stevenson @garyseconomics
188K Followers 309 Following Inequality Economist. Former Trader. Other Economists make predictions, but my ones are actually right. Explaining Economics on YouTube - garyseconomics
Lia the Trader 👸�... @Liathetrader
83K Followers 921 Following Momentum Short/Midterm Swing Trader, Founder & CEO TMAD Finance @TMADFinance Featured: @wsj @bloomberg @nbc @forbes @usatoday READ OUR FINANCE NEWSLETTER:
Tom Nash @iamtomnash
186K Followers 3K Following 📈 Investor | Founder of https://t.co/3Zg2kEd1iS | YouTuber 💰 Long-term investing, DCA, & market insights 🇺🇸 $PLTR Early Investor
Beth Kindig @Beth_Kindig
184K Followers 5K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
Simplifying Stocks, C... @FinFluentialx
14K Followers 338 Following Simply helping you navigate the financial markets profitably!
Jordan Mclain @jordan_mclain
15K Followers 794 Following
Dumb Money @DumbMoneyTV
173K Followers 91 Following We are Dumb Money. 3 friends who turned tens of thousands into tens of millions. 👤 @DaveHanson 👤 @ChrisCamillo 👤 @Jordan_Mclain
Chris Camillo @ChrisCamillo
390K Followers 529 Following Being smart matters less than being smart differently. $20k → $80M getting ahead of niches nobody’s watching.
Anna Matson @AnnaRMatson
96K Followers 375 Following Investigative Journalist | Independent | Podcast Host 🎙️ | Holding all Politicians Accountable | Health Policy, Agriculture, & Recent Events
Alex O'Connor @CosmicSkeptic
109K Followers 78 Following Darkening counsel by words without knowledge. Writer @unherd. Host: Within Reason Podcast.
Nathanael Chong @the_chongster
234 Followers 182 Following Currently poking at things I have no business poking at
Marc Andreessen 🇺�... @pmarca
6.6M Followers 34K Following You’re not talking to someone who woke up a loser. That loser attitude, that loser premise makes no sense to me.You might like
