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 |
|---|---|---|---|---|
 @ripster47Views › | 2 | 0 | 0 | 1 |
 @TrendSpiderViews › | 1 | 0 | 0 | 0 |
 @garyblack00Views › | 1 | 0 | 0 | 0 |
@ripster47: (Reposted by @ripster47) looking for rotation into other sectors on AI selloffs, catching beautiful long trades in $LLY and $UNH at open.@garyblack00: $TSMC (-1.7%) delivered better-than-expected +44% FY’26 revenue outlook (up from +40%) but failed to ease AI buildout sustainability concerns; other chips falling in sympathy as tech is 40% of S&P500. High-growth healthcare like $LLY seen as beneficiaries; $LLY +1.5% pre-mkt after +3.6% prior day on oral GLP-1 momentum, expects raised FY2026 rev guidance on Oct 29 earnings.@TrendSpider: Eli Lilly $LLY just broke the downtrend. Options traders got the memo.Strongly aligned bullish. No clearly opposing views so far.
@ripster47Views ›@ripster47) looking for rotation into other sectors on AI selloffs, catching beautiful long trades in $LLY and $UNH at open.@garyblack00Views ›@TrendSpiderViews ›@ripster47: (Reposted by @ripster47) looking for rotation into other sectors on AI selloffs, catching beautiful long trades in $LLY and $UNH at open. (Bullish)@ripster47: （@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。 (No stance)(Reposted by @ripster47) looking for rotation into other sectors on AI selloffs, catching beautiful long trades in $LLY and $UNH at open.
$LLY $UNH When such selloff happens on AI names i look for Rotation into other sectors And we caught $LLY $UNH Beautiful trades at open Rotation is very important concept While Amateurs getting bagged buying bearish charts, Ripster clouds traders long with rotation!
Reasoning: Technicals · Short term
$TSMC (-1.7%) delivered better-than-expected +44% FY’26 revenue outlook (up from +40%) but failed to ease AI buildout sustainability concerns; other chips falling in sympathy as tech is 40% of S&P500. High-growth healthcare like $LLY seen as beneficiaries; $LLY +1.5% pre-mkt after +3.6% prior day on oral GLP-1 momentum, expects raised FY2026 rev guidance on Oct 29 earnings.
$TSMC (-1.7%) delivered a better-than-expected revenue outlook of +44% for FY’26, up from its previous FY’26 forecast of +40%, but failed to dispel rising concerns about the sustainability of the global AI buildout. Other chip stocks are falling in sympathy pre-mkt as investors seek to reduce the weighting of tech stocks in their portfolios, which has reached record proportions. Tech now makes up 40% of the S&P500, up from 34% at the end of 2025 and 29% at year-end 2021. I see high growth health care names as major beneficiaries as investors seek alternatives to reduce their AI exposure. $LLY tacked on +1.5% pre-mkt to yesterday’s +3.6% rise as oral GLP-1 momentum builds (Foundayo) while Injectable growth (Zepbound, Mounjaro) remains intact. $LLY reports earnings on Oct 29th and I expect management to again raise FY2026 rev guidance (prior $85-$87B +35% YoY).
Reasoning: Fundamentals Specific
Eli Lilly $LLY just broke the downtrend. Options traders got the memo.
Eli Lilly $LLY just broke the downtrend Options traders got the memo 👀
Reasoning: Technicals · Short term
@ripster47: Money is rotating into biotech $XBI as AI and tech dump, with $LLY a big mover.
$XBI Rotation into biotech as AI + Tech dumps $LLY big mover
Reasoning: Sentiment · Short term
（@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。
Reasoning: Not tagged by analyst
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.
@TENETTRADEGROUP