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 |
|---|---|---|---|---|
 @amitisinvestingViews › | 1 | 2 | 0 | 0 |
 @michaelsikandViews › | 0 | 1 | 0 | 1 |
 @KobeissiLetterViews › | 0 | 2 | 0 | 0 |
 @StockSavvyShayViews › | 12 | 7 | 0 | 3 |
 @jasonfurmanViews › | 0 | 0 | 0 | 1 |
 @IBDinvestorsViews › | 1 | 2 | 0 | 0 |
 @munster_geneViews › | 1 | 0 | 0 | 2 |
 @ripster47Views › | 0 | 0 | 0 | 3 |
 @TrendSpiderViews › | 3 | 0 | 0 | 0 |
 @charliebilelloViews › | 0 | 1 | 0 | 0 |
 @DanielTNilesViews › | 0 | 1 | 0 | 0 |
 @Beth_KindigViews › | 0 | 1 | 0 | 0 |
 @InvestorsLiveViews › | 0 | 1 | 0 | 0 |
 @RedDogT3Views › | 3 | 1 | 0 | 1 |
 @petenajarianViews › | 0 | 0 | 0 | 1 |
 @Stephanie_LinkViews › | 1 | 0 | 0 | 0 |
 @KawzInvestsViews › | 1 | 0 | 0 | 0 |
 @aleabitoredditViews › | 0 | 1 | 0 | 0 |
 @MrZackMorrisViews › | 0 | 1 | 0 | 2 |
 @BrianFeroldiViews › | 0 | 1 | 0 | 0 |
 @Mr_DerivativesViews › | 1 | 1 | 0 | 1 |
 @spotgammaViews › | 0 | 1 | 0 | 0 |
 @TrungTPhanViews › | 0 | 1 | 0 | 0 |
 @JasonViews › | 1 | 0 | 0 | 0 |
@Mr_Derivatives: @Mr_Derivatives: AAPL, MSFT and META are near all time highs and NVDA, AMZN, GOOGL and TSLA are holding up, about 40% of the S&P 500 weight, so the other ~493 stocks matter less.@RedDogT3: Scott Redler: Hotter CPI tests stocks. $SPY key support $776 (8-day MA), $779–$781 reference zone. $QQQ defended 21-day, next resistance $749.20. $GOOGL relative strength, manage vs $346 or $343 support, still upside potential. $META bullish momentum, targets $779 and $795 after consolidation. Exited $SPCX after $160 break, next downside $156.11, concerns on capital needs. $NVDA tactical trade from $223 to $228.64, trimmed, not major breakout. Price action over predictions.@StockSavvyShay: BofA sees global AI data center capacity growing ~5x to 219 GW by 2030: $AMZN +42 GW, $GOOGL +27 GW, $MSFT +24 GW, $SPCX +24 GW, $META +18 GW, $ORCL +12 GW, $CRWV +7 GW, $NBIS +5 GW, $IREN +3 GW. Neoclouds ~40% of new capacity in 2030.Partly aligned. No clearly opposing views so far.
@Mr_DerivativesViews ›@Mr_Derivatives: AAPL, MSFT and META are near all time highs and NVDA, AMZN, GOOGL and TSLA are holding up, about 40% of the S&P 500 weight, so the other ~493 stocks matter less.@StockSavvyShayViews ›@ripster47Views ›@ripster47 shares a live trade recap covering earnings setups, dip buys at the open, and MTF Cloud Strategies. Lists $NBIS $AMD $INTC $SKHY $MU $CBRS $CRDO $ORCL $JNJ $GS $C $JPM $UNH $DPZ $QCOM $META as winners and losers with no hindsight.@Jason says AI agents will take time for normal users to understand and become sticky, but both are on the way. Quoted data: Meta Muse retention is near ChatGPT, higher at D7 (>30%) and slightly lower at D14 (22%).@IBDinvestorsViews ›@IBDinvestors: Meta stock gets a big price target hike, tied to its Muse and AI products.@TrungTPhanViews ›@TrungTPhan, replying to @danbarker, says the Apple versus Meta hardware war will define consumer tech for the rest of the decade.@TrendSpiderViews ›@spotgammaViews ›@spotgamma says systematic single-stock put selling remains a big feature of this market. Yesterday: $META 10k 10/16 740 puts sold ($14mm premium), $GOOG 6k 12/18 340 puts sold ($5mm), and $META 5.6k 10/16 540 puts sold ($2.5mm).@BrianFeroldiViews ›@BrianFeroldi asks whether META is cheap or expensive at $719.@MrZackMorrisViews ›@amitisinvesting's daily recap: $META unveiled its Muse Wonder AI models, $AVGO CEO Hock Tan likened many AI investors to casino gamblers, and $ONDS and $PLTR launched Regna AI for edge defense models. $SPY traded just 18.3M shares, its lowest full-session volume since Dec 26, 2003, and breadth is weak, with 84% of S&P 500 stocks at least 10% below their highs while the index sits 0.2% below its record; 42 AI-related stocks drove 67% of the index's return since 2024. The post also mentions $GOOGL simplifying Gemini but is cut off.@aleabitoredditViews ›@aleabitoreddit shares thoughts on AI supply chain, noting strong demand visibility for memory names like $MU, Samsung and SK Hynix into 2030-2031 with LTAs covering 70% of Samsung capacity and price floors. $LITE is sold out into 2029 with discussions into 2030, while $NVDA, $AVGO and $MRVL show supply-constrained growth. Near-term volatility hit options and prices, but long-term baseline from contracts looks solid for bottleneck players. Some caution on $IREN valuation despite Anthropic deal.@munster_geneViews ›@munster_gene says personalized bots like Muse, Grok Bot and Dot are so sticky that the shift from AI's subsidy phase to its paying phase should be smooth, much like Search. He says that helps explain why $META is up 4% today while the Nasdaq is down 2%, on its new Muse Wonder Bot model that will cost $20 or $100 a month.@KobeissiLetterViews ›@KobeissiLetter reports, citing the FT, that Mark Zuckerberg says Meta $META has caught up with rivals at the "frontier of AI" and rejects calls to slow AI development. He reportedly shrugged off fears that AI will soon advance beyond human control.@KawzInvestsViews ›@KawzInvests is impressed by $META's new Muse Wonder models, saying Muse Wonder Full ranks ahead of OpenAI and Google, with only Opus 5.5 above it.@Stephanie_LinkViews ›@Stephanie_Link says she is buying $META now, sharing her latest @CNBCPro pick with a link explaining why.@petenajarianViews ›@petenajarian) 
@jonnajarian shares the Rebel's Edge 1pm lineup covering the VIX, $SNDK, $LITE, $META and $CRM, plus a sports segment with @petenajarian. No new market view.@InvestorsLiveViews ›@InvestorsLive) Free scan + video for ultimate trading watchlist and full plan for October 12, 2026 with @Chris_J_Lance. Lists many tickers including $SPY $QQQ $TSLA $NVDA etc. No specific stock mentioned with analysis.@Beth_KindigViews ›@DanielTNilesViews ›@charliebilelloViews ›@jasonfurmanViews ›@michaelsikandViews ›@Mr_Derivatives: @Mr_Derivatives: AAPL, MSFT and META are near all time highs and NVDA, AMZN, GOOGL and TSLA are holding up, about 40% of the S&P 500 weight, so the other ~493 stocks matter less. (Bullish)@StockSavvyShay: $META is building AI glasses around the idea that people would rather experience a moment than watch it through their phone.
That gives Meta a direct path to owning the camera, personal context and AI assistant without relying on $AAPL ecosystem. (Bullish)@Mr_Derivatives: AAPL, MSFT and META are near all time highs and NVDA, AMZN, GOOGL and TSLA are holding up, about 40% of the S&P 500 weight, so the other ~493 stocks matter less.
@TradeStockData Well…. AAPL/MSFT/META near ATH’s Even NVDA/AMZN/GOOGL/TSLA all holding it down. That’s what? 40% of the weight of the SP500? Who cares what the other 493ish stocks do lol
Reasoning: Technicals · Short term
Scott Redler promotes free Dog Bytes newsletter after seeing today's candle, noting potential big opportunities in names like $META $GOOGL $MU and more.
Get tomorrow's free Dog Bytes newsletter after we see today's candle. Could be big opportunities in names like $META $GOOGL $MU and more: 🛑 https://t3live.com/rd
Reasoning: Not tagged by analyst
Scott Redler: Hotter CPI tests stocks. $SPY key support $776 (8-day MA), $779–$781 reference zone. $QQQ defended 21-day, next resistance $749.20. $GOOGL relative strength, manage vs $346 or $343 support, still upside potential. $META bullish momentum, targets $779 and $795 after consolidation. Exited $SPCX after $160 break, next downside $156.11, concerns on capital needs. $NVDA tactical trade from $223 to $228.64, trimmed, not major breakout. Price action over predictions.
HOTTER CPI PUTS STOCKS TO THE TEST + $SPY / $QQQ WILL KEY SUPPORT HOLD? + $GOOGL RELATIVE STRENGTH + $META BULLISH MOMENTUM + $SPCX I’M OUT CPI came in slightly hotter than expected, putting the stock market's resilience to another important test. Inflation remains a concern, with investors still debating whether the Fed will need one or two additional rate hikes. * The market has been holding up relatively well, but not all stocks are created equal. Mega-cap tech and select software names are offering constructive setups, while speculative growth and momentum stocks remain difficult to trade. * Here's what I'm watching today: 1. $SPY / $QQQ — Will Key Support Hold? $SPY has repeatedly defended its 8-day moving average, with $776 emerging as critical active support. The $779–$781 area is the immediate reference zone. A sustained break below $776 could invite additional selling pressure, particularly following the hotter CPI print. $QQQ has experienced a deeper pullback but successfully defended its 21-day moving average. The next challenge is reclaiming the 8-day, with $749.20 serving as important near-term resistance. A rejection there could encourage active sellers. The broader technical structure remains constructive, but these levels need to hold. * 2. $GOOGL — Relative Strength Continues Alphabet has been one of the more forgiving names to trade. I've been trimming into strength and recently sold my options after a quick $4 move, but I'm still holding some sh
Reasoning: Technicals Specific
BofA sees global AI data center capacity growing ~5x to 219 GW by 2030: $AMZN +42 GW, $GOOGL +27 GW, $MSFT +24 GW, $SPCX +24 GW, $META +18 GW, $ORCL +12 GW, $CRWV +7 GW, $NBIS +5 GW, $IREN +3 GW. Neoclouds ~40% of new capacity in 2030.
BofA sees global AI data center capacity growing ~5x to 219 GW by 2030: • $AMZN +42 GW • $GOOGL +27 GW • $MSFT +24 GW • $SPCX +24 GW • $META +18 GW • $ORCL +12 GW • $CRWV +7 GW • $NBIS +5 GW • $IREN +3 GW What’s really interesting is that neoclouds will be accounting for ~40% of new capacity added in 2030.
Reasoning: Fundamentals · Long term Specific
@Jason says AI agents will take time for normal users to understand and become sticky, but both are on the way. Quoted data: Meta Muse retention is near ChatGPT, higher at D7 (>30%) and slightly lower at D14 (22%).
These agents are going to take a little time for normies to grok — and even longer for them to be sticky — but they’re both well on the way.
Reasoning: Fundamentals · Long term
@IBDinvestors: Meta stock gets a big price target hike, tied to its Muse and AI products.
Meta Stock Scores Big Price Target Hike. Here's Why. https://www.investors.com/news/technology/meta-stock-muse-wonder-ai-price-target-hike/
Reasoning: Fundamentals · Medium term
@MrZackMorris: single stock options flow through Wednesday: $MU $528M (60% calls), $NVDA $721M (54% calls), $TSLA $584M with call share slipping to 43%, $META $421M, $AMD $300M.
5/ Single-stock flow (thru Wed): $MU $528M notable (60% calls). $NVDA $721M (54% calls). $TSLA $584M — call share slipped to 43% Wed. $META $421M | $AMD $300M. Not financial advice. Trade your plan.
Reasoning: Sentiment
We have the first post-CPI $SPX $SPY $QQQ candle. Fresh game plan for names like $META $SPCX $SNDK.
We have the first post-CPI $SPX $SPY $QQQ candle. Get on the list for tomorrow's update - fresh game plan for names like $META $SPCX $SNDK: ➡️ https://t3live.com/rd
Reasoning: Not tagged by analyst
Single-stock flow: $MU 950C ~$38M + heavy 1DTE puts, $NVDA 227.5C ~$25M, $TSLA 375C ~$18M, $META puts stacked at 760/770 (~$28M), $AMZN 267.5P ~$10M. Not financial advice.
5/ Single-stock flow: $MU 950C ~$38M + heavy 1DTE puts $NVDA 227.5C ~$25M $TSLA 375C ~$18M $META puts stacked at 760/770 (~$28M) $AMZN 267.5P ~$10M Not financial advice. Trade your plan.
Reasoning: Not tagged by analyst Specific
@Mr_Derivatives: $SKHY is set to open down 8 days in a row, uncommon for such a big name, recalling $META's record 20 day winning streak last year.
$SKHY Set to open down 8 days in a row. Look gambler’s fallacy when it comes to daily up/down streaks, but for such a big name, 8 consecutive days is a bit uncommon. I remember last year $META went up a record 20 days in a row, it was a sight to behold!! But you rarely see big names down 8 days in a row… They wouldn’t do it 9 days tomorrow would they…?
Reasoning: Technicals
@ripster47 shares a live trade recap covering earnings setups, dip buys at the open, and MTF Cloud Strategies. Lists $NBIS $AMD $INTC $SKHY $MU $CBRS $CRDO $ORCL $JNJ $GS $C $JPM $UNH $DPZ $QCOM $META as winners and losers with no hindsight.
💡Learn some Life Changing Trading Concepts : Live Trade Recap Earnings setups. Dip buys at the open. MTF Cloud Strategies $NBIS $AMD $INTC $SKHY $MU $CBRS $CRDO $ORCL $JNJ $GS $C $JPM $UNH $DPZ $QCOM $META Winners and losers. No hindsight.
Reasoning: Technicals
(Reposted by @ripster47) 
@TENETTRADEGROUP posts its Market Wake-Up Summary for Oct 13, listing the names it is watching: $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN and bitcoin. The post itself gives no view on any of them.
Tenet Market Wake-Up Summary 📷📷 October.13.26
$SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN bitcoin:native
@ripster47 | 
@tenet_research | 
@TenetCharts
Reasoning: Not tagged by analyst
@munster_gene says Apple's AI risk is not losing the iPhone but getting boxed out of the services upside for $AAPL. If users lock into $META Muse or $SPCX Grokbot first and start paying $20+ per month, it will be harder to get them to switch to Siri, so Apple needs to move faster.
Apple's AI risk isn't the iPhone losing out. It's getting boxed out of the services upside. $AAPL If people lock into $META Muse or $SPCX Grokbot first, get their lives connected and workflows set up, and start paying $20+ per month, it will be harder to get them to switch to using Siri in any meaningful way. Siri can be a great personal AI, but Apple needs to move faster. From our Apple episode of Fathom with @dougclinton.
Reasoning: Fundamentals · Long term
(Reposted by @petenajarian) @jonnajarian shares the Rebel's Edge 1pm lineup covering the VIX, $SNDK, $LITE, $META and $CRM, plus a sports segment with @petenajarian. No new market view.
Rebel’s Edge 🏴☠️ 1pm Line up: #VIX $SNDK $LITE $META $CRM 🏈 NAJARIAN SPORTS 🏴☠️ with @petenajarian College Football Top 5, NFL Top 5 #ITSNOTANOPTION 📙
Reasoning: Not tagged by analyst
（@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
It took me 6 months to build $60M AUM. @CorgiInvest just mogged that in under a week with their MANGOS ETF $MN 🥭 This concentrated ETF seeks to give investors OpenAI and Anthropic exposure alongside $META, $NVDA, $GOOG, $SPCX
Reasoning: Not tagged by analyst Specific
Used the latest OpenAI “revenue miss” FUD to add more $CBRS today. Nothing about my long term Cerebras inference thesis has changed.
Reasoning: Fundamentals · Long term Specific
"Siri is the one thing Apple put out in the world that never just worked." @dougclinton on our Apple episode of Fathom. $AAPL He's being harsh. Siri is far from perfect, but the new Siri is better than people realize. Apple needs to get the word out. Even more, they need to ship product as fast as $META and $SPCX. That’s the hardest part.
Reasoning: Fundamentals
$PLTR JUST BROKE ABOVE $200
Reasoning: Technicals · Short term Specific
In 2025 just five companies (Amazon, Alphabet, Meta, Microsoft and Oracle) were responsible for 37 percent of the global capex of the top 100 U.S.-listed nonfinancial companies. The last time investment was that concentrated was the early 1970s, when AT&T reigned supreme.
Reasoning: Macro Specific
他表示 $GOOGL 推出 Gemini Agent 企業代理，跨文件、電郵與業務系統完成工作，與 $MSFT、$META 和 OpenAI 爭奪企業工作入口。標 $GOOGL 中性。
Reasoning: Catalyst
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.