Top Tweets for #ACE10
Happy New Year 2026.๐
Wishing everyone a healthy, wealthy, and prosperous year ahead.
#ACE10 has quietly multiplied over the last three years, a reminder that patience beats prediction and discipline beats drama.
I will be focusing on work and will be less active on X.
My #ACE10 2026 is locked. ๐ 10% cap.
Pivot: AI Builders โก๏ธ AI Adopters.
Margin expansion + real-world power.
โ Exits: Pure-play Chips & SaaS
โ
Long: Vertical AI, Nuclear & Grid Monopolies
50% Tech, 27% Power, 23% Real. ๐
โ๏ธGood morning everyone! ๐
If AI gets commoditized, the real winners will be the companies using AI agents to cut costs and expand margins, and this RSI heatmap is my vibe check for where the market is overheated vs overlooked. ๐
Stay tuned for #ACE10 2026 edition. ๐
Given the depreciation risk of hardware, I have rebalanced #ACE10 portfolio. AI is here to stay.
My thesis:
โ
$GOOG is vertically integrated
โ
$AMZN and $META are building custom ASICS
โ
$AAPL is not a hyperscaler
โ
Energy demand will only increase
โ
No semi stock. Will add $TSLA on pullback
https://t.co/mfcVYHlB5d
Burryโs point is pretty straightforward. Hyperscalers are running six year depreciation models, but AI hardware cycles are moving way faster.
If racks go obsolete early, they will be forced into write downs that nuke earnings, probably in 2026 or 2027.
Hedge via LT puts.
Emotionally wrecked but financially stacked.
Suffering and profit arrive together, like strange twins.
Frame it rightโฆ either cry for what couldnโt be or laugh at what is.
I choose laughter๐ฐ.
#ACE10 is crushing it fam.๐
#ACE10 performance update:
Up a solid +31% YTD ๐โจ
Rebalanced twice: once after the tariff-induced turbulence ๐ช๏ธ๐
and again after deploying my AI reasoning model ๐ค๐ง
The machine thinks. The portfolio listens.
Letโs see where logic leads next. ๐
#ACE10 update:
My AI reasoning agent is now fully powering stock decisions for the portfolio. ๐ค๐
Remember when it called the $COST exit and $AMD entry?
Same with $AMZN and $MSFT - not luck, logic. ๐ง โจ
Current holdings below โฌ๏ธ
๐ https://t.co/LZiawHLS6j
Reasoning Agent Alicia ๐ฉโ๐ป just flagged $COST.
One says HOLD. One yells SELL. One whispers BUY.๐คฆโโ๏ธ
Behind this polite disagreement: dozens of AI models, compute, technical signals, valuation, latest news, and market psychology.
Consensus Score: 3.0
Time to rebalance #ACE10.
MAG-7 performance in 2025 so far:
$MSFT, $NVDA, $META: M&M are crushing it ๐ฌ
$AMZN is flat, tariff headwinds, H2 play.
$AAPL, $TSLA, $GOOG : certified dogs this year ๐ถ๐
I hold $AMZN in #ACE10, having booked profits on $MSFT.
My bet: $AMZN will shine in second half.๐
Folks, $NVDA just hit $4T ๐คฏ
First company ever to do it.
Historic. Insane. Legendary.
Meanwhile, #ACE10 holding 31% $NVDA like:
I donโt always dance ๐, but when I do, itโs for trillion-dollar gains ๐๐คฃ
Reasoning Agent Alicia ๐ฉโ๐ป just flagged $COST.
One says HOLD. One yells SELL. One whispers BUY.๐คฆโโ๏ธ
Behind this polite disagreement: dozens of AI models, compute, technical signals, valuation, latest news, and market psychology.
Consensus Score: 3.0
Time to rebalance #ACE10.
Good morning everyone! โHappy Sunday.๐๐ผ
While I took a break, #ACE10 quietly crushed $SPY and $QQQ.๐ช
Up 18% YTD and 10% since I vanished. Maybe I should do that more often.๐ค ๐
Letโs get rich the old-fashioned way... with emotional damage and diversification. ๐คฃ
The 3-day ACE@10 Conference gathered African Ministers, VCs and World Bank reps. WACCIโs Prof. Eric Danquah shared UGโs strategies for long-term research funding. The future of Africaโs higher ed looks promising.
5/5
#ACE10 #SustainableResearch #LeadershipInEducation
AC Market Pulse ๐ฉบ: Average stock is up, but techs are dragging the market down like a bad startup IPO. ๐
Hedge funds & CTAs are short $SPY $QQQ - one good headline, and the rally will be faster than a meme stock on Reddit. ๐
#ACE10 rebalance: $GOOG is out. No severance. ๐
๐จ AC pulse saysโฆ heart attack! ๐๐
๐ด Everything's bleeding, but #ACE10 is flexing ๐ชโonly $XLV is stronger!
๐ Market ditching rate-sensitive plays for defense. And yes, Mag7 are basically the new bunkers. ๐ฐ๐
๐ฉบAC Market Pulse ใฐ๏ธ
โ
Market is being lead by Energy and Tech.
โ
Financials are weak.
โ
Market digested tariff news well.
โ
#ACE10 is ok.
โ
$NVDA is racing ahead of earnings.
โ
Need one final push to break SPX 6100. ๐๐
๐ฉบAC daily Maret Pulseใฐ๏ธ
โ
Defensives $XLP $XLV $XLU ๐= risk on. ๐
โ
#ACE10 firing on all cylinders ๐2%. ๐๐
โ
Energy and techs lead.๐
โ
SPX 6100, here we come!๐
โ
China trade deal is key to push above. ๐
โ
Stay invested with hedges.๐
๐ฉบAC Maret Pulse ๐
โ
#ACE10 is up, was also up last Friday. ๐
โ
Techs/disc are drag on the market. ๐
โ
Defensive sectors leading $XLV $XLP ๐
โ
Energy up. Avoid. Drill baby drill is on the way. ๐
โ
US soveriegn fund being planned. ๐
โ
Avoid panic, trade with care.๐ฆบ
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