BD8419
1K posts


This is the most popular tweet I’ve ever done for @RevereAsset
I’ll add suggestions & create the “Revere AI 100 index” & report the stats each day in our nightly video.
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Don Vandenbord@dvandenbord
AI SECTOR BREAKDOWN - 65 STOCKS, 4 ETFs MANY HAVE A PRESENCE ACROSS MULTIPLE SECTORS WHAT'S MISSING?
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@DefiantLs You need to start posting Ls of yourself now. This account used to be great but is now just a Trump shill account. Total sellout.
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If running against Trump is such a winning strategy, why did Massie spend the last hours of his campaign pretending Trump endorsed him?
Tim Murtaugh@TimMurtaugh
@ZitoSalena Here’s the whole thing from a Kentucky voter’s phone. How utterly dishonest and scummy.
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@APompliano @Crowded_Mkt_Rpt Last I checked Jason was the one in the market wizards book, not you. Looking forward to the day the SEC drags you out in the handcuffs you deserve you fraud.
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@Crowded_Mkt_Rpt Imagine wasting your time being the President of my fan club instead of just signing up for the product and growing your net worth faster.
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Sometimes I feel like I am taking crazy pills.
We built a product where the data objectively proves using it regularly grows your net worth faster than not using it.
Rich people are flocking to it, yet some of you won’t try it.
Insane.
Sign up free: cfosilvia.com
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@DonMiami3 Only Thomas Massie but unfortunately Don the Con ousted him because he wanted to expose pedophiles.
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@libsoftiktok Funny you keep being silent about the Epstein files Chaya. You’re a sellout just like the rest of them. What a disgrace and disappointment you are.
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@realDonaldTrump Don the con is a pedophile protector, responsible for $5 gas, all while your friends and cronies have profited billions of dollars from an insider trading. What a massive disappointment you’ve been in the worst thing to ever happen to the Republican Party
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Horrible Congressman Thomas Massie put out an old Endorsement, from many years ago, of him by me long before I found out that he was the Worst Congressman in the History of our Country. I endorsed Ed Gallrein, a true American Patriot, which Massie knows full well, so the statement that he put out is fraudulent, just like HE is fraudulent. WITHDRAW YOUR FAKE STATEMENT, MASSIE, RIGHT NOW! President DONALD J. TRUMP
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@bennyjohnson You are such a shill Benny. He went to war to expose pedophiles. What a sick pervert you are to go after him for that.
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@ZeeContrarian1 And it will have a severe decline too just like Bitcoin. Buying AI stocks here is like buying Bitcoin at $115k
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Who in his right mind is buying Bitcoin here when AI stocks exist?
You can now buy companies with insane growth, real revenues, real cash flow, real products, and still get massive upside.
Bitcoin worked when there were barely any true asymmetric opportunities in the market. That environment changed.
Money always chases the best risk/reward.
And right now, AI looks like the new home for speculative capital.
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@Norseman1 @RyanDetrick Ryan posts some interesting stats but problem is he is never bearish on anything and will find a way to manipulate any data into a bullish one.
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I don’t follow Ted. But I follow @RyanDetrick. The algo wants to feed me Ted quite a bit. This is what makes a market but newbies are drawn to the flame like a moth.

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@TimmerFidelity I think the smart and dumb money index should be renamed dumb money and dumber money.
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Earnings have been growing so strongly that it’s hard to call this a bubble. Bubbles are about excessive valuations and a lack of earnings growth. For now we don’t have either, which is why I am not yet alarmed about the verticality of this market. It appears to be a boom. Case in point, the Mag 7 below remains in the bottom half of their earnings/valuation channel. No excess here.
One possible fly in the ointment is that much of the capex fueling the AI boom is happening at the expense of share buybacks (as cash gets depleted). We can see that below. Since April of 2025 dividends and buybacks have flatlined while capex and earnings have stayed on trend.


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@mark_ungewitter Maybe the only good and coherent thing to ever come out of his mouth
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@SaraEisen How about increasing the money supply by 40% and causing the worst inflation since the 1970s. Quite a legacy for sure. Also, consumer sentiment is at an all time low so he definitely wrecked a lot of things.
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Jay Powell’s last day as Chair is tomorrow, wrapping up 8 years of leading the Federal Reserve. His legacy: a champion for Fed independence, saving the world economy from a deep depression during the COVID shutdown, and fighting 41-year high inflation without wrecking the economy or jobs, achieving the rare soft landing.
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@ConnorJBates_ You said the same thing about regional banks making new highs right before the market sold off.
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@larry_kudlow That’s why consumer confidence hit an all time low this week lol. Larry has turned into such a shill it’s embarrassing.
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For all of that left-wing media rabble-babble about the economy, nearly all of the numbers coming in this spring show strength and resilience. The Trumpian economy is booming.
foxbusiness.com/video/63949992… #FoxBusiness
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@Crowded_Mkt_Rpt I think a better comparison was the Nifty 50 stocks of the 70s that did have earnings similar today and also saw a similar amount of market concentration. Wasn’t pretty either in the aftermath.
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@DKellerCMT @McClellanOsc Unfortunately, Tom was bearish and made no money in 24 or 25 and is up marginally this year.
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McClellan Oscillator drops below zero for the first time since end of March. Is this a sign of impending doom, or a setup for the next upward leg? My gut tells me the former, but Tom McClellan @McClellanOsc tells me the latter. Going with Tom on this one until proven otherwise!

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if John the market sleuth can have thousands of paid subs on his substack by simply avoiding trading every day... let me cook $QQQ $SPY im not hating at all, with all due respect, since I came back on X all I see him doing is avoiding trading 6 days a week due to some data release, volatility or the temperature in Mars.
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@DonMiami3 In Michigan gas was about $3.19 60 days ago. Just filled up today at $4.99.
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