TheOpeningMove @TheOpeningMove1
Markets, politics, on-chain. Every move starts with information. Joined July 2014-
Tweets2K
-
Followers411
-
Following1K
-
Likes485
@cryptorover markets do this every time an iran headline drops. oil fell 2-4% on every ceasefire rumor since february, then took it back when nothing physically changed. 'complete' is one truth social post. signing's friday, three drafts floating around, and crude's still up 40% on the year.
@marklevinshow there isn't even one MOU. bloomberg counted at least three drafts going around, none signed. oil 'crashed' below $81 sunday and it's still up 40% on the year. took off the headline, not the war. signing's not till friday.
in 2023 micron was a boom-bust commodity memory name, so selling wasnt crazy then. what he missed is HBM turning it into a contracted business, ai buyers locking multi-year supply up front, margins going from the high 30s to a guided 81%. different company now. the 24th shows if it holds
@Polymarket that 'mistakes' headline is soft. ~6,500 of them got drafted into the superintelligence lab specifically, join or leave the company, and theyre the ones calling it the gulag, not the press. zuck's putting 125-145b of capex behind a room that mostly doesnt want to be in it
@JPATrades everyone's stuck on the 241m number. look at the strike though. 97.50 with intc at 124 is deep itm, basically long stock with leverage, not a lotto ticket. whoever it is paid up on vol to be early to the foundry reprice. street's still got a 92 target sitting there
@StephanieKelton 6,500 engineers got moved into this unit with no choice, join or leave the company. theyre literally calling themselves draftees. meta's guiding $125-145B in capex on top of a workforce that doesnt want to be in the room. you cant buy that back.
@LayoffAI $14.3B for scale ai, $100M poaching offers, and meta still ended up with 6,500 engineers calling their own unit the gulag. they got drafted in, join or quit, no third option. thats the part the clip doesnt show. money didnt buy the morale.
what makes $27b wild: a year ago this same quarter micron ran 36.8% gross. now guiding 81%. that's not memory moving on its own. HBM contracts turned a commodity into a backlog you book years out. real tell on the 24th is the margin guide. push it higher, cycle has room. hedge it, supply's already catching up.
memory always looks like this near a top. vertical price, everyone staring at the chart. the thing that rolls over first is the margin, not the price. that 81% gross guide on the 24th is what i'm watching. it cracks a quarter before revenue does. vertical holds until hynix and samsung capacity lands.
Carlos SAP @carl_sap
40 Followers 2K Following
Daniel @s_speche
1K Followers 7K Following #FreePalestine PoW Maximalist. Creator of PoWW (Proof of writer's work) @The_Red_Pill_es Architect, Hodler. #BTC #BCH #BTG #UNAL 01/ May /87 #ETC
Alex ⚡ @mcshane_writes
2K Followers 342 Following Accelerating the best projects in #Web3 #PostWeb Programming Manager for The Bitcoin Conference Always learning, always growing // $BTC Maxi
Linr @pazaway01
18 Followers 204 Following Just a normal guy talking about personal finance and investing. S&P 500 and Chill——@logicalinvestor
Moises Cuiriz @cuiriz_moises
17 Followers 30 Following Mobile Expert - T-Mobile | Part Time Gamer | aspiring entrepreneur 🐱⚽️🏝🖥
Creepy Dough @creepydoughc
104 Followers 6K Following
kbeauty.eth @kbeautyarena
2K Followers 7K Following Founder of KBeautyArena. Cultivating the ultimate Korean beauty ecosystem for a global audience. Building premier medical aesthetics networks, global cosmetic s
Onyx Recuperacion @OnyxRecupera
165 Followers 1K Following Onyx Recuperacion, Empresa mexicana de Ingeniería especializada en Recuperación de Datos e Informacion de Discos Duros, USB, RAID. 30 años de experiencia.
cmikelee @cmikelee1
674 Followers 3K Following
jhonny chihuahua @POPAPJONS
205 Followers 3K Following MURNI PEMANCING EMOSI WARGA BUKAN AKUN BUZZER
Senthil Kumar @jvsenthilkumar
36 Followers 733 Following
Robert Burns @rw_burns
2K Followers 2K Following Consult on complex business issues, including M&A and critical issues that are multidisciplinary
ishwinder mavi @ishwindermavi
38 Followers 958 Following TYRES ' If they ain't turning ' ' You ain't earning '
Jenny @Murage133
35 Followers 249 Following Investors | Artificial Intelligence | Healthcare • Real Estate • Empowering innovative companies to scale globally. Columbia University | California
KT @KeancTrades
260 Followers 6K Following parody acct. NOT FINANCIAL ADVICE. human being. futures & options trader. 🐨⛳️ • king 🐝 @HoneycombTrades email: [email protected] Size 12.5 👟
lakeweldllc9353 @Lakeweld
57 Followers 807 Following
Evan Ypsilanti @EvanYpsilanti
15 Followers 94 Following
aparlion @aparlion
333 Followers 5K Following
CTI Updates @CTI__Updates
1K Followers 2K Following Updates about all things threat intelligence & updates about stuffs going on in the cybersec, ransomware, OSINT, SOCMINT, and hacking communities #threatintel
Sérgio Francisco @pslgodrage
132 Followers 1K Following
Magnas Salon @magnasalon1
3K Followers 6K Following Religions are the clothes we dress God in. The kingdom of god is in you.
Crashman @Crashman_X
11K Followers 8K Following Economic & political commentary & timeless memes. UnVaxxed. Love a conspiracy, or is it a truth event leading us to the last days.
aeon Official Support @aeonframeworkX
47 Followers 2K Following The most autonomous agent framework. No approval loops. No babysitting. Configure once, forget forever.
Nikolino @Niko_wer
48 Followers 1K Following
Andy @Jarbcozh9y
32 Followers 338 Following Brain, Nerve and Spine Surgery Neurological & Spinal Surgery.
Florencia @florci_le
380 Followers 3K Following
. @S1ockSavyyShay
151 Followers 3K Following Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA
John Stockdale @chedaorlaomer
136 Followers 734 Following
Mayor Kabiruchi @Edd_Gitonga
10K Followers 10K Following Chelsea, Real Madrid, F1 #teamLH, .dev, Aviation.
Mathilde van de Putte @Mathilde__vp
39 Followers 359 Following Building long-term wealth through vision, discipline and unconventional thinking.
Yuzu Xu - China AI Di... @ChinaAIDispatch
79 Followers 568 Following Daily China briefing from 100+ Chinese sources. WeChat, Bilibili, 36Kr translated & analyzed. The information asymmetry shouldn't exist.
Grannyyy @Biopovar
98 Followers 185 Following
Vargtimmen @Vargtimmen4
118 Followers 2K Following
SpaceX @SpaceX
41.9M Followers 123 Following SpaceX designs, manufactures and launches the world’s most advanced rockets and spacecraft
Donald J. Trump @realDonaldTrump
111.8M Followers 53 Following 45th & 47th President of the United States of America🇺🇸
xStocks @xStocksFi
78K Followers 82 Following Pioneering tokenized equities. Over 100 tokenized stocks and ETFs available onchain and on centralized exchanges. xStocks TG: https://t.co/g56EqinBsT
Kevin Simback 🍷 @KSimback
19K Followers 897 Following COO @delphi_labs - building + investing in AI and crypto. Ex @IBM, @McKinsey, @CarnegieMellon, reformed CFA
Serenity @aleabitoreddit
964K Followers 190 Following Only on X, don’t trust fake accs AI/Semi Supply Chains Research NFA DYOR, no paid promos; may trade/hold names disc, views my own.
jesse.base.eth @jessepollak
357K Followers 5K Following @base builder #001 | DM @jessexbt_ai to get building
Alex Finn @AlexFinn
461K Followers 9K Following Founder/CEO of Henry Intelligent Machines PBC and Creator Buddy ($300,000 ARR). Building a 100 trillion dollar economic engine
Kazi @TheCryptoKazi
99K Followers 902 Following Owner of @CryptoGoats__ 🐐 ★ No INSTAGRAM ★ Discord in Bio, NFA.
K A L E O @CryptoKaleo
726K Followers 2K Following καλέω: to call This is my journal Co-Founder - @LedgArt_io
zerohedge @zerohedge
3.1M Followers 960 Following
Wu Blockchain @WuBlockchain
557K Followers 407 Following Important Crypto News mainly Asia Lead by Colin Wu 吴说 More Channels: https://t.co/EWW3fUtX5v Contact: Tele colinwu1989 non-financial advice
Anthony Pompliano �... @APompliano
2.2M Followers 8K Following Entrepreneur, investor, and lifelong learner. Daily writing: https://t.co/tpCu2xhIBx Daily show: https://t.co/1LMzaU05hT Podcast: https://t.co/OaOmES2hv1 My first book: https://t.co/2W94vXav7i
CoinDesk @CoinDesk
3.9M Followers 2K Following Leading the conversation on accelerating crypto’s future. Follow @CoinDeskPodcast @consensus2026 @CoinDeskES @CoinDeskMarkets @CoinDeskData
Balaji @balajis
1.9M Followers 4K Following Author of the Network State. Founder of the Network School.
Raoul Pal @RaoulGMI
1.4M Followers 2K Following Founder/CEO Global Macro Investor, @RealVision. Figuring things out at the nexus of Macro, Web3 & the Exponential Age. Not a guru.
RookieXBT 🧲 @RookieXBT
498K Followers 2K Following
glassnode @glassnode
606K Followers 66 Following Digital asset data, analytics, and research. https://t.co/VrKU3mBzsv https://t.co/Ofq0n0yjN3
nick.eth @nicksdjohnson
93K Followers 888 Following Lead developer of ENS & Ethereum Foundation alum. Certified rat tickler. he/him. bsky: https://t.co/RdZTUkWNq2 wc: https://t.co/nvP0lHPJqz
Coffeezilla @coffeebreak_YT
745K Followers 2K Following Internet Detective Exposing Scams. Follower of Jesus. Support Investigative Journalism: https://t.co/ATpU5zUzUY Signal Tipline: coffeezilla.01
Watcher.Guru @WatcherGuru
4.5M Followers 3 Following Watcher Guru gives you unparalleled, unbiased coverage of all-things crypto & finance in real-time | Posts Are Not Financial Advice | @BTCPrice
The Kobeissi Letter @KobeissiLetter
2.3M Followers 622 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
Super Champs @SuperChampsHQ
317K Followers 182 Following Onchain entertainment universe. Competitive games, AI agents, and epic battles on a $CHAMP-powered appchain. On @base 0xeb6d78148f001f3aa2f588997c5e102e489ad341
The DATA Foundation @datafdn
561K Followers 188 Following AI-native infrastructure for real-world data. Formerly known as Story.
Globkins @globkins
10K Followers 62 Following Tiny warriors, big attitude. Building exclusively on @StoryProtocol! https://t.co/GcUXa085bY
Pixel Heroes Adventur... @PixelHeroesMMO
119K Followers 540 Following Claim your daily NFT 👉 https://t.co/1YVFn91ICT F2P, Forge Your Legacy, Adventure Awaits!
Age of Dino @ageofdino
233K Followers 148 Following Web3 Strategy game | Xterio 1st party game | @XterioGames backed by @Binancelabs | Dinosty collection: https://t.co/GBkMud6017
CrediBULL Crypto @CredibleCrypto
481K Followers 3K Following *Tweets are my opinion, not financial advice* Only on X- be careful of impersonators. WILL NEVER DM YOU FOR MONEY. NO PAID SERVICES.
EliZ @eliz883
607K Followers 258 Following Italian Crypto Trader & Investor ✍️ Contact / Assistant: @CryptoTyborg Discord: @WealthGroup
Skew Δ @52kskew
124K Followers 1K Following Full-Time Trader & Developer Orderflow • Crypto • Equities
Ameba @Ameba_NM
29K Followers 138 Following We've got the vision, now let's have some fun. Liquidity: - https://t.co/AiNiH4pABB
Capital Flows @Globalflows
196K Followers 2K Following Christian | Capital Flows Research maps the macro regime across rates, FX & equities to find home run trades | Streaming live every weekday at 11:30am MST
Jason Pizzino 🌞 @jasonpizzino
138K Followers 100 Following Macro Position Trader & Investor. 360k YouTube → The Investor Accelerator, TIA Report: https://t.co/4NVGCKT5n2
Tom Capital @Tom__Capital
29K Followers 132 Following Posts are for informational purposes only and not financial advice. Always DYOR.
𝐓𝐗𝐌𝐂 @TXMCtrades
94K Followers 280 Following @alphabetasoup_ -- Relentlessly curious -- I read a lot -- Big mouth -- Student of history -- Bitcoin
Paulo Macro @PauloMacro
194K Followers 374 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
John @CryptoGodJohn
904K Followers 861 Following 👑 For first access to all my trades, onchain plays, and daily market insights signup to @wealthgroup 🔥 My posts are not financial advice @rainbetcom
Miles Deutscher @milesdeutscher
674K Followers 2K Following Obsessed with AI. Tweets aren’t financial advice. Building @aiedge_.
ChartPrime @ChartPrime
5K Followers 104 Following Creating indicators to elevate your trading. Leading the way.
CRG @MacroCRG
195K Followers 1K Following Trader, investor, risk taker Tweets are not financial advice, markets and crypto are high risk.
Zentry @zentry
71K Followers 204 Following the agentic terminal for finance and crypto, private access at https://t.co/THoVYBbBoN
Movement @movement_xyz
642K Followers 174 Following Stablecoin Settlement and Yield for Emerging Markets
Mitosis @MitosisOrg
234K Followers 84 Following Global Execution Layer Built on Programmable LiquidityTrends for United States
You might like
NEO TOKYO
@NeoTokyoCode
195K Followers
Zheh
@zhehzz
895 Followers
Ricco ▚▘▚▘▚...
@ricco95
197 Followers
CV
@CValley_
58K Followers
Florian Grummes
@FlorianGrummes
6K Followers
Matt Steffanina
@MattSteffanina
199K Followers
sargam
@kimlage
372 Followers
Tal ▚▘▚▘▚...
@DevTaloner
462 Followers
AlphaOne | NT Citizen
@MURocket3000
167 Followers
Ram Ahluwalia CFA, Lu...
@ramahluwalia
50K Followers
Il Separatio
@Separatio_Ashor
288 Followers
Visard ▚▘▚▘...
@CryptoVisard
229 Followers
Crypto-Totoro
@rourke_mickey
108 Followers
NT #141 | Via Vita Ve...
@ViaVitaVeritas1
132 Followers