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Samantha LaDuc

@SamanthaLaDuc74k followers

Proud Founder + Mother. Curious Cross-Asset Analyst. Persistent Trader on Chase, Swing + Trend Timeframes. "Often right for the wrong reasons."

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#DatePost↓ OutlierViewsLikesRepostsBookmarks
1Aug 24, '23SORRY FOLKS 🤯🔝 CoreWeave: Is backed by $NVDA Buys $2.3B in $NVDA chips With $2.3B LOC financed by Blackrock Using the the $2.3B $NVDA chips as collateral Blackrock owns 182M shar89.3×1.7M1.8k433580
2May 22, '23Again, patience. Déjà vu... The number of stocks outperforming the $SPX has crashed - to 1999 levels.27.7×528k1.4k257233
4May 27, '23Best run hedge fund out there. $NVDA issued a $10B buyback on the Oct lows and monetized with a $10B shelf offering in March. He’s doing it again!25.6×487k5749285
5May 20, '24MIT students stole $25M in seconds by exploiting ETH blockchain bug, DOJ The scheme was so sophisticated that is "calls the very integrity of the blockchain into question." #BTCUSD25.2×480k1.9k338402
6Aug 14, '25Explain this. *Forward earnings: SPY vs Air Freight & Logistics24.9×475k1.7k286667
7Mar 11, '24Be careful who you worship or what you wish for Bitcoin-ers. Michael Saylor hoarding a commodity of “limited supply” is not safe for HODLers of Bitcoin, just because price is risin24.5×468k752107280
8Jan 12, '24Serious question: Why is Bitcoin “squirreled away & doesn't trade”? A CURRENCY is by definition a means of exchange, and that is in active circulation. A COMMODITY is by definition23.8×454k42240237
9Mar 29, '25Mortgage rates are about to come down.23.6×450k2.2k184281
10Apr 18, '25Private Equity waiting to sell… The amount of money firms have on hand, or “dry powder,” relative to the amount they have locked up in unsold companies is at a record low, accordin21.3×407k1.4k238535
11Sep 24, '23Under-rated tweet! My bet: market starts to price THIS in Q4 '23/Q1 '24 and doesn't wait until next June!!! "$0.9T of the 1.1T in Bills was funded by withdrawals from RRP (roughly 21.3×406k591140219
12Jul 26, '24I make my living on market timing, in large part spotting sector rotation for durable themes. THIS "rotation" - that I timed with precision - is not your typical rotation. The Russ19.9×379k1.4k179819
13Aug 26, '23FED WANTS INFLATION We get 6% in Fed Funds rate (soonish) with my call (since last year) of 4.7% in 10Y. WHY HIKE if inflation has fallen? The Rich (Big $ Cash) earn 6% AND interes19×363k4354989
14Mar 21, '24I will admit, this chart worries me. Personal interest payments (blue) now exceed wages (red) for the first time - indexed to 2007 - H/t @SuburbanDrone19×362k1.4k410335
15Dec 14, '24These are unserious people at $NDAQ. But let’s keep the ponzi in full force: $MSTR18.2×347k8625156
16Aug 15, '24Tepper, Druckenmiller AND Soros Capital have completely unloaded their $NVDA positions. Buffett has exited half of his $AAPL and is sitting in 25% cash. Market, show me you care. O18×344k1.2k133244
17Apr 27, '24Long China. Short Bitcoin. Clients will understand. 😉16.9×323k46552158
18Aug 2, '24If gold sells off, we are in trouble. Know what you own.16.3×310k1.1k53143
19Dec 31, '22I did pretty well with my 2022 prediction in January for $3800 $SPX.🎯 Next year I wager once we break below $3588, we don’t make it back above. And as risky as this sounds, becaus16.1×307k1.1k153191
20Jul 25, '23How cool is that: BofA's points out that longer dated $SPX puts haven't been this cheap in "modern times": "Since our data began in 2008, it has never cost less to protect against 15.6×298k61094148
21Sep 1, '23Right after my post on $NVDA data center 'beat' went viral (few million impressions) on 08.24.23... WSJ did a puff piece on CoreWeave 08.25.23: Then Bloomberg announces 08.30.23 th14.7×281k48184107
22Jul 27, '23Yellow to file bankruptcy July 31 - just wow 93 yr old company; $5.25 billion in ‘22 revs; 30,000 employees14.7×280k97126255
23Oct 5, '23Great Question! I was told early and often: “Bond guys are the smartest in the room.” That pissed me off because I didn’t really understand this specialized but critical function o14.5×277k36266105
24Oct 3, '23Simply: Bond yields are tied to supply. Supply of treasuries are tied to fiscal deficits. Gigantic fiscal deficit from an irresponsible Congress forces Treasury to print massive pa14.4×274k57092101
25Apr 15, '24“For those that don’t know, Ruffer returned 16% in the 2008 crash, nailed the 2015 flash crash, nailed the 2018 XIV (Volmaggedon) implosion, and nailed the 2020 COVID crash making 13.1×250k793189394
26Feb 20, '24I mean, how can $NVDA not beat? #Earnings 😂 “American Cannabis Company shifts focus from cannabis to datacenters, merging with HyperScale Nexus. Despite a small $2M market cap and13.1×249k3515085
27Aug 31, '23Another interesting $NVDA tidbit: "39% of Q2 revenue and 32% of first half revenue came from JUST TWO CUSTOMERS (emphasis mine), of which one is a distributor." It's one thing to p12.4×236k5039964
28Oct 22, '23Gundlach reminds: Current US Govt deficit is at 8% of GDP, even if the CBO says 'magically it's going to be 4% of GDP'. I SERIOUSLY LOVE THIS BUFFETT QUOTE: "I could end the defici12×228k70511071
29Aug 28, '23A default cycle has started, but market doesn’t see it yet.11.8×225k64612963
30Dec 17, '23Can’t help but look at this famous Buffett indicator and wonder how high it would have been in 2000 with the trillions in stimulus/printing like we’ve had past few years. Then I re11.5×219k38372127
31Jul 9, '24Stock Market peaked in October 2007 while the Fed started to lower rates in September. That's the tweet. Insightful 🧵pulled from DM with @GraphFinancials 1/811.2×214k55373277
32May 25, '23This tweet got no respect, but I think it bears reminding. Lol Not only are $NVDA sales sales down 14% from 1yr ago, AND they offered no guidance, but just YESTERDAY, the NVDA CEO 11.2×213k3717232
33Sep 1, '23OMG THIS IS FUCKING BRILLIANT (And mama doesn’t swear very often) #Magnatar #Nvidia #Coreweave #Blackrock $NVDA10.7×205k54392140
34Oct 3, '23Fed is so screwed. *US AUG. JOB OPENINGS 9.610M; EST. 8.815M10.7×204k6824512
35Nov 18, '23💯- 'People must survive price levels, not rate of change.' Another words: How Wall Street measures inflation is different from how Main Street measures inflation (and neither are 10.6×203k3848554
36Sep 27, '23When is it safe to buy small caps again? Not until HY credit spreads blow out! IWM outperforms SPY when HY corporate bond spreads over Treasuries are declining. Currently, HY sprea10×192k626106301
37Aug 31, '23As he also points out: "$NVDA is worth more than double what the entire global semiconductor industry will see in revenue in 2023 and nearly double what it will see in 2024. When a9.9×188k68214377
38May 11, '23Bankruptcies are expected to surge sadly, if SLOOS is any indication. Leads by 6-9 mos.9.8×188k48216493
39Nov 4, '24I hate Trump. But his team... his team is actually incredibly competent. Ron Paul Elon Musk RFKJr Tulsi Gabbard Vivek Shanahan Vance My bet: IF Trump gets elected, we will have sho9.6×183k8737479
40Aug 6, '25"AMD reported $872 million in net income. But that number was almost entirely artificial—padded by an $834 million one-time tax reserve release and a $104 million gain from discont9.3×178k1.2k195334
41Dec 31, '22This just blew my mind: Coke is the #1 item purchased on the largest government nutrition program (SNAP). And this author asserts over 40% of $KO US revenue comes from food stamps.9.2×175k4417259
42Mar 21, '24Did anyone else miss Yellen on the soapbox today? Well, here's a snippet: "US Treasury Secretary Yellen has stated that President Biden's proposed 5% minimum tax on Americans with 8.9×169k3806535
43Aug 31, '23$NVDA insider sales over the past 12 months with zero buys. Curious eh?8.4×161k3696323
44Feb 7, '23Insider selling at large.🤯 Announced Stock buybacks more than tripled for January at $132B - a record - 15% higher than last January. Hate to say it bulls, but… Looking more and m7.8×149k4809841
45Nov 25, '24My #1 Prediction for 2025: War is not priced in. Timestamp: 11/25/247.5×144k4233543
46May 4, '24$AAPL is top dog - in stock buybacks. They've shaved ~40% of shares from supply since 2013 - same year QE kicked in btw. Thursday, they did their BIGGEST Buyback evah - taking anot7.4×141k54381141
47Mar 6, '24Banks have some balls. We won't participate in U.S. Treasury markets if you don't backstop us AND "permanently exclude on-balance sheet US Treasuries from total leverage exposure".7.2×138k486118122
48Jun 9, '24For the world’s 2nd largest public company, why does $NVDA pay next to nothing in taxes? And how many tens of millions of $NVDA GPUs will be needed to meet the lofty revenue expect7.1×136k43790256
49Apr 27, '23Today was a very impressive bull trap.7.1×135k581327
50Dec 11, '24Trump’s blessing on bitcoin could back-fire big time. Many are hoping China “stimulus” helps hard commodities get a durable bid, or USD falling does. But not gonna happen if Bitcoi7.0×134k714134340
51Apr 13, '25THIS IS THE MANHATTAN PROJECT 2.0 BREAKING: China has officially halted shipments of several rare earth minerals to the US.6.8×130k455117195
52Nov 12, '25$CRWV is a modern-day ponzi, but market doesn’t care. Instead they call it keiretsu because it sounds better than circle jerk. But it’s an Magnetar-funded, Enron-esque leaseback, w6.5×123k641131235
53Mar 1, '24There is no other lady-like way to say this... Gold smells a market melt-up and is telling Nasdaq to slow the f*** down.6.3×120k4183239
54Feb 29, '242000 peak vs now: Tech sector traded at 2x its profit share vs 1.25x now. SPX was at a 25x forward P/E vs 20x now. Translation: S&P 500 would need to reach 6250 to price-in sam6.2×118k494113124
55Nov 20, '22I’m sad about this. US personal savings rate at all time lows while $1 trillion in credit card debt at all time highs. ☹️6.1×02.2k442126
56Oct 5, '23So tired of this narrative: ‘Getting inflation back to Fed's 2% mandate requires a slowing of wage growth which requires softening labor markets.’ No, it requires FISCAL CONSTRAINT6.0×115k3844428
57Dec 13, '24$IBKR CEO Thomas Peterffy seems …worried #MAG75.9×112k36446107
58Jun 26, '24OMG I had to read this twice (ok 3x): $MSFT Microsoft alone likely represented approximately 22% of Nvidia’s Q4 revenue. $NVDA5.9×112k3717649
59Sep 7, '23OMG I MADE MORNINGSTAR 🤯 And not in a good way!! Bernstein analyst Wallace Witkowski discredits me as 'Twitter rando' - not by name but it’s my original tweet he’s attacking! Whil5.6×108k3933723
61Oct 5, '25I wanted to point out something that I think folks miss - because they deeply disagree: I DO NOT see oil spike as reason for next inflation wave - like SO MANY fear. I see METALS: 5.5×105k52257139
62Sep 5, '24Yen is a carry trade. Oil is a carry trade. Bonds are a carry trade. They are EACH going in the WRONG DIRECTION to positioning. Bugs. Windshield.5.5×104k51612649
63Dec 27, '24RECESSION TELL - my bet: end of 2025 The problem - to market returns and jobs - is not when these spreads turn negative (invert), but when they dis-invert (turn positive), as this 5.4×103k46788275
64Apr 26, '25Apollo predicting Summer Recession: Sharpest decline in earnings outlook since 2020. New orders collapsing. Sharp reversal in corp capex spending plans. Prices paid rising. Consume5.0×95k805156392
65Dec 10, '24I didn't expect this from Bloomberg's Editorial Board, but can't disagree: "Buying Bitcoin with taxpayer dollars would serve no such public purpose. It has no industrial use, no cl4.8×92k762121103
66Nov 13, '23Hope that's not a trend! 😬 US Bankruptcy filings through JUST June 2023!4.8×92k47714734
67Aug 23, '24My world view: 1. Global credit demand falls 2. Inflation falls 3. Rates fall 4. Demand falls 5. Jobs fall 6. Oil price falls 7. Stocks fall 8. Wage growth falls 9. Fed cuts aggres4.7×89k42069185
68Apr 9, '25Brace For Impact! "What we’re really watching isn’t a typical market cycle it’s a managed descent into a new monetary world. The Fed and Treasury are holding off intervention not b4.6×88k40390166
69Aug 19, '24The USD falling is so bullish equities that it is bearish equities. And USD falling with oil AND yields is so seemingly bullish equities that it is uber-bearish equities. The marke4.6×88k4663856
70Aug 18, '24So NEGATIVE 600K to ONE MILLION job revisions… Market, show me you care! #NFP4.6×87k5067587
72Mar 2, '24Agree, #Bitcoin is just a leveraged Nasdaq 100 play. H/t @TheMarketEar $TQQQ $QQQ #BTC4.4×83k3795261
73Apr 11, '24The higher gold rises, the more bearish I become.4.4×83k5012522
74Nov 16, '25Peter Thiel sold his entire stake in NVIDIA and 76% of Tesla! $TSLA $NVDA $PLTR4.3×82k5428262
75Dec 30, '24Trump summoning “1929” in a political showdown is not the usual inauguration prep talk.4.2×80k5335767
76Jan 9, '25Breadth matters. This is just not healthy. Here is a visual of the % of stocks outperforming the S&P500: ALL TIME LOWS Or should I say, concentration risk measured in this way 4.0×76k36978102
77Nov 17, '25Trump promised he would … cut spending ❌ lower inflation ❌ end Russia-Ukraine war ❌ not enter foreign wars ❌ pass voter ID laws ❌ release Epstein files ❌ drain the swamp ❌ …. put A3.9×74k5346667
78Mar 6, '25Just flush it. McElligott's view: The Trump administration may need an "engineered recession" to drive disinflation, justify Fed rate cuts, and weaken the USD for "phase 2" of its 3.9×74k43154132
79Oct 19, '25Spot on: “Many wonder why countries almost never retaliate when the US imposes sanctions or export controls. The answer is simple: they can't. They lack the alternatives, the techn3.7×71k910160117
80Oct 7, '22Unless interest rates fall sharply in the coming months, the interest expense on Public Debt will soon surpass $1 trillion on an annual basis and become the largest line item in th3.6×01.2k34284
81Nov 8, '25Okay, so Money Supply has grown 7% per annum since 2000 Stock market gains, Dollar debases, Debt swells… It’s all related. Now, 33% of global money supply is driven by China; 22% b3.6×69k44183175
82Jan 10, '24The wealthiest 10% of U.S. households now own nearly 93% of the stock market. Because US Govt continues to privatize profits and socialize losses.3.6×68k3528331
83Sep 16, '25This isn't your usual tech bubble. This is your EVERYTHING AI TECH BUBBLE.3.3×62k8067857
84Mar 27, '24$SPX to Fed fund futures - Place Your Bets3.1×59k3375250
85Dec 3, '24"Never bet on the end of the world, because it only happens once, and even if it does, who are you going to settle the trade with?" - Art Cashin #RIP3.0×57k1.2k16896
86Feb 13, '25The. Fed. Lies. The Fed OWNS $2.3 trillion in MBS. They sell them and you really find out what your house is worth.2.9×55k4028459
87Mar 13, '25We are the exit liquidity as MONEY GOES HOME. Prove me wrong.2.9×54k4442524
88May 12, '25Sadly, today's gap up in markets won't fix this. Per FDIC, the banking sector is currently holding almost $500 billion in unrealized losses on investment securities. "In a stagflat2.1×39k3728982
89Apr 27, '25Trump, Bessent & Musk failed. That’s the tweet.2.0×38k5814212
90Jul 24, '22I’m slightly uncomfortable tweeting this but I will anyway 🤯 IF July 2022 CPI should use 1980-based CPI calculation… “July real-CPI = 18% 1980 real-CPI = 15% 1) July 2022 real-CPI2.0×069518347
91Jan 16, '19So...Ned Davis’ global recession model shows 92.11% chance we are in one... 😳 $SPX $VIX1.9×053422638
92Nov 15, '25Trump is losing it! And this is low even for Trump. He’s SO ANGRY Massie got the votes to release the Epstein files, but even before that, his MAGA base is absolutely turning again1.8×34k4504417
93Jun 16, '22Swiss National Bank selling 'assets' isn't like Fed removing liquidity which propped up equity market. It means SNB SELLING STOCKS. Top 5 stock holdings (3/31/22) at 20.3%: $AAPL $1.6×055213257
94Aug 8, '24Say what you want about Joe Rogan, but people listen to him because they don’t feel lied to. My strong bet has been: #RFK will continue to trend + become more mainstream + harder f1.6×31k518755
95Feb 16, '22US high yield OAS is breaking out above resistance to suggest a year-long risk-off bottom for this credit spread. BofA Widening of credit spreads are bearish as is price distributi1.5×045814186
96Jul 24, '22Oil consumption is still growing but oil supply isn’t. If we believe Crown Prince Mohammed bin Salman, S.A. can increase production to 13 mb/d, “after which the kingdom will not ha1.4×05388555
97Dec 31, '19My absolute favorite chart going into 2020 ... Trend Reversal Timing Tool has worked 7 out of 8 times since 1999. Heck of a timing tool! Can we go for 9?! 😉 #GAAP $SPX1.4×044710274
98Oct 9, '22Irony: US policies undermining O&G investments in name of ESG was just exporting pollution to Russia, China, SA to deal with 'dirty oil'. But now, "How dare they cut!" Curious:1.1×04637313
99Mar 17, '20NY FED will offer $1 Trillion in Overnight REPO everyday this week 🤯 Waat is going on with Citadel, Millenial, Bridgewater?! This doesn't bode well as bonds sell off aggressively 1.1×03738723
100May 5, '22WOW I take nothing for granted. I am deeply humbled and grateful for this story.1.0×03973849

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