The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @michaelsikandViews › | 0 | 1 | 0 | 0 |
 @amitisinvestingViews › | 0 | 0 | 1 | 0 |
 @elonmuskViews › | 0 | 0 | 1 | 0 |
 @RyanDetrickViews › | 1 | 0 | 0 | 0 |
@RyanDetrick: @RyanDetrick: KOSPI had one of its worst collapses ever, down over 20% in 7 trading days, seen only in 1997, 2008 and 2020; all saw a rally over the next 2 weeks.@elonmusk: Elon Musk says China will be making a LOT of RAM in 2028, quoting a South Korean financial column via 
@pequityresearch that warns of memory oversupply in 2029 after new capacity comes online, arguing Korea has only 2-3 years to develop new growth industries before the cycle reverses. Mentions $MU $SKHY $EWY.@amitisinvesting: @amitisinvesting: KOSPI fell below July's deleveraging lows with Samsung and SK Hynix both down 7%, asking whether it is CoreWeave's debt and Anthropic's light Q3 revenue or another fund blowing up.Clear split. Accounts are on both sides; see the two columns above for where they differ.
@RyanDetrickViews ›@RyanDetrick: KOSPI had one of its worst collapses ever, down over 20% in 7 trading days, seen only in 1997, 2008 and 2020; all saw a rally over the next 2 weeks.@pequityresearch that warns of memory oversupply in 2029 after new capacity comes online, arguing Korea has only 2-3 years to develop new growth industries before the cycle reverses. Mentions $MU $SKHY $EWY.@amitisinvesting: KOSPI fell below July's deleveraging lows with Samsung and SK Hynix both down 7%, asking whether it is CoreWeave's debt and Anthropic's light Q3 revenue or another fund blowing up.@michaelsikandViews ›@michaelsikand: 2026 is the year the KOSPI became more relevant to market sentiment than the S&P 500.@RyanDetrick: @RyanDetrick: KOSPI had one of its worst collapses ever, down over 20% in 7 trading days, seen only in 1997, 2008 and 2020; all saw a rally over the next 2 weeks. (Bullish)@RyanDetrick: KOSPI had one of its worst collapses ever, down over 20% in 7 trading days, seen only in 1997, 2008 and 2020; all saw a rally over the next 2 weeks.
KOSPI with one of the worst collapses ever the past 7 days.
Reasoning: Technicals · Short term
Elon Musk says China will be making a LOT of RAM in 2028, quoting a South Korean financial column via @pequityresearch that warns of memory oversupply in 2029 after new capacity comes online, arguing Korea has only 2-3 years to develop new growth industries before the cycle reverses. Mentions $MU $SKHY $EWY.
China will be making a LOT of RAM in 2028
Reasoning: Fundamentals · Long term
@amitisinvesting: KOSPI fell below July's deleveraging lows with Samsung and SK Hynix both down 7%, asking whether it is CoreWeave's debt and Anthropic's light Q3 revenue or another fund blowing up.
KOSPI just hit below the July lows when we had a massive deleveraging event. Samsung & SK Hynix are both down 7%. Is this all because of CoreWeave’s debt and Anthropic’s light Q3 revenues…or is there another fund blowing up?
Reasoning: Sentiment · Short term
@michaelsikand: 2026 is the year the KOSPI became more relevant to market sentiment than the S&P 500.
2026: The year the KOSPI became more relevant to market sentiment than the S&P 500.
Reasoning: Sentiment
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.