Top Tweets for #ACFview
#TACO always worth banking on?

Some concern that panic buying will hit petrol. Currently seems unlikely. The UK is not short of petrol supplies. #ACFView
Sir Keir Starmer Holds Emergency Meeting on Cost-of-Living Crisis https://t.co/rXF7b0j75A

Speculative assessment by @Share_Talk on $PREM, makes for an interesting read for specialist investors who understand the risk profile where much of the probability distribution points to failure. #ACFView.
In spring 2023, @Premafrimin (AIM: #PREM) was one of the most followed retail stocks on AIM. At its peak, the company’s market capitalisation exceeded £220 million. Fast forward to the close on 13th February 2026 and the picture is radically different.
https://t.co/1Lo4COxnJc
US homebuilder sentiment slipped again: NAHB index ▼ to 32 in Aug (33 Jul, 34 exp). Current sales 35, future outlook steady @ 43, buyer traffic still weak @ 22. 37% of builders cut prices. $NVDA +0.5% on bullish call—AI push could drive revs to $300bn by 2026E. #ACFView
ACFMarketWrap: Caution ruled as traders await FOMC minutes & Jackson Hole for Fed signals. Bets on multiple cuts kept equities afloat.
On geopolitics, EU leaders met Zelensky after Trump’s Putin summit. US NAHB Housing Market Index (Aug) @ 32 vs. 34 expct.
Energy & miners lagged— $CNA.L, $AHT.L, $GLEN.L, $RIO.L off up to 1.8%. Bright spots: $BAB.L +4% after RBC’s upbeat call, while defensives $EDV.L (+1.38%) and $AZN (+0.31%).
$NVDA +0.5% near record highs despite Trump’s export curbs, AI optimism steady.
Megacaps mixed: $META -2.72%, $AAPL -0.35%, $AMZN -0.4%, $MSFT -0.81%, $TSLA +0.68%
NASDAQ & FTSE100 flat, $WTI ~$62.83/bbl
Next up: US Housing Starts (Jul). ACFView
@WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @_focusIR_ @LondonSouthEast @CityAM @Mayhem4Markets @stockmark_it
US PPI ▲ 0.9% in Jul, the biggest ▲ since Jun ’22 and well above 0.2% est., driven by a 3.8% surge in machinery & equipment wholesaling margins. $AMZN +2.32% on plans to expand into groceries, aiming to cement its lead in online retail. #ACFView
ACFMarketWrap: Wall St. fell after US PPI surged 0.9% in July—biggest jump in 3 yrs—well above 0.2% forecasts, hinting at tariff-driven cost pass-through. Rate-cut odds for Sept eased to 90%. $CSCO -0.9% after a narrow beat; $DE sank 7.2% on a full-year outlook cut. Materials led declines.
Megacaps mixed: $NVDA +0.42%, $AAPL -0.72%, $AMZN +2.31%, $META +0.70%, $MSFT +0.86%, $TSLA -0.64%
NASDAQ +0.19%, FTSE100 flat, $WTI ~$63.32/bbl
Next up: JP GDP. ACFView.
@WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @_focusIR_ @LondonSouthEast @CityAM @Mayhem4Markets @stockmark_it
German inflation cooled to 2.0% in June—its lowest since Oct 2024 and back in line with the ECB target. Food and energy prices led the slowdown. Services and goods inflation also eased. $MSFT +0.65% after AI chief Mustafa Suleyman touted AI’s role in medical support. #ACFView.
#ACFMarketWrap: Tariff truce boosts sentiment – US & CN struck formal deal to halt spiralling tariffs (once as high as 145%) - Trump open to extend the 9 Jul deadline. CA withdrew its digital services tax, easing pressure on US tech. Megacaps mixed: $NVDA +0.22%, $GOOG -0.56%, $MSFT +0.64%, $AMZN -1.18%, $TSLA -1.11%. $JNPR ▲ 9% as the DoJ cleared its $HPQ deal.
UK-US deal now officially in force. DE’s CPI cooled to 2% in Jun, hitting ECB’s target for the 1st time since Oct2024 and easing rate hike fears.
#NASDAQ +0.24%, #FTSE100 -0.29%, $WTI ~$64.94/bbl
Next in focus: ECB’s Lagarde speech & JP Tankan Large Manuf. Index 2Q25. #ACFView
@WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @_focusIR_ @LondonSouthEast @CityAM @Mayhem4Markets @stockmark_it
Gold pulls back from record highs as Middle East fears ease. Gold slipped below $3,400/toz after hitting $3,465 as Tehran signalled openness to renewed nuclear talks with the US. $META +2.43% on upbeat ad market sentiment. #ACFView
#ACFMarketWrap: Markets pop as Iran hints at peace. Risk-on mood lifted $NASDAQ +1.45% after Tehran signalled it’s open to nuclear talks. $META, $PLTR, $TSLA +3%+ on rising defence ties. $ENT +11% on upbeat BetMGM outlook. $ROKU +10% on Amazon Ads deal. $X +5% post Trump greenlight on Nippon deal. Oil & gold cool: BP, Endeavour, Fresnillo slip. FTSE 100 +0.28%. WTI ~$71.44/bbl. BoJ & DE ZEW up next. #ACFView
@WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @_focusIR_ @LondonSouthEast @CityAM @Mayhem4Markets @stockmark_it
The way bitcoin and other crypto are behaving tonight reinforces the idea that these are relief valves for excess speculative liquidity rather than safe havens.
Markets watch as US-CN talks drag on. Hopes rise for a trade-war truce. $PFE +1.4% despite RFK Jr. firing the CDC’s entire vaccine advisory panel. Traders weigh political shakeups vs policy shifts.#ACFView
#ACFMarketWrap: Global growth gloom tempers gains. World Bank cuts 2025 forecast to 2.3%—weakest in 17 yrs outside recessions. US-CN trade talks roll into Day 2. Megacaps mxd: $NVDA +0.16%, $AAPL +0.77%, $GOOG +1.85%, $MSFT -0.89%, $TSLA +3.3%. $MRNA -2%, $PFE +1.4% after CDC shakeup. #NASDAQ +0.31%, FTSE 100 +0.35%. WTI ~$66/bbl. US CPI next. #ACFView
@WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @_focusIR_ @LondonSouthEast @CityAM @Mayhem4Markets @stockmark_it
Oil holds gains as geopolitics and trade talks collide. WTI ~$64.6/bbl as hopes for US-China progress lift demand outlook, while fresh RU strikes on UA stir supply fears. $RNA -12% despite +ve PI/II FORTITUDE™ data in FSHD. #ACFView
#ACFMarketWrap: Markets eye London as US-CN trade talks pick up again. Hopes rise for easing tensions. Megacaps mxd: $NVDA +0.6%, $AAPL +0.26%, $META +0.44%, $GOOG +1.38%; $MSFT & $AMZN flat. $TSLA -3.6% after downgrades from Argus & Baird. #NASDAQ +0.29%, FTSE 100 -0.23%. WTI ~$65.10/bbl. UK jobs data next in focus. #ACFView
@WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @_focusIR_ @LondonSouthEast @CityAM @Mayhem4Markets @stockmark_it
US services sector contracts for 1st time in nearly a year. ISM Services PMI ▼to 49.9 in May (vs 51.6 prev.), flagging tariff-related strain. $VERA +4.14% on new $500M Oxford debt refinancing. #ACFView
#ACFMarketWrap: Services slip, tariffs bite & $NVDA takes the crown. ISM Services PMI dips to 49.9 vs 52 expct, sparking growth jitters as price pressures hit 2022 highs. 50% steel & aluminum tariffs kick in. Megacaps mxd: $NVDA - climbed 0.6% earlier, overtaking $MSFT (+0.35%) & turning into world’s most valuable co., $TSLA -3.13%, $AAPL +0.62%, $GOOG +0.34%, $META +2.33%, #NASDAQ +0.37%, FTSE 100 +0.23%. WTI ~$63.3bbl. ECB #InterestRateDecision & DE Factory Orders m/m Apr next in focus. #ACFView
@WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @_focusIR_ @LondonSouthEast @CityAM @Mayhem4Markets @stockmark_it
This looks interesting based on quality of posts from @Mayhem4Markets @ACFER5 - well curated content, interesting ideas, sometimes funny and sometimes richly ironic (also funny) #ACFView.
Good evening friends! 😎
Great news! Navigating the Markets is back! I'll be sharing my views on the markets and big picture as well as opportunities and risks I see on the horizon.
Tune in live tomorrow (Wednesday) at 5:30 pm ET.
Links will be posted as we approach the time.

Who are the auditors and why do they need more time? @Share_Talk @ZaksTradersCafe #ACFView is proceed with caution $AVCTA.
@avacta Change in Prelim Date Part 2 #AVCT preliminary results for year ended December 31, 2024 will now be published on June 6, 2025 as the Group’s auditors very recently requested some additional time to finalise their audit work @coughlin582
https://t.co/3BlXPU7hPX via @ShareTalkNews

Eurozone inflation dips below target. CPI eased to 1.9% y/y in May vs 2.2% prior & 2.0% est.—first sub-2% since Sep ‘24. Rate cut odds up. ECB cut looms. $UBS +4.89% after UBS AM sells O’Connor unit to #CantorFitzgerald to streamline ops. #ACFView
#ACFMarketWrap: Growth gloom returns—OECD slashes global outlook again on trade woes & policy jitters. Trade tension lingers as Trump/Xi call eyed. US JOLTs ▲to 7.391m vs 7.10m expct, but US factory orders ▼ (-3.7% vs -3%). Yet EA inflation eased to 1.9% y/y vs 2% est. Megacaps mxd: $NVDA +3.24%, $TSLA +2.35%, $AAPL +0.44% yet $GOOG -0.93%, $META -0.54%, #NASDAQ +0.69%, FTSE 100 flat. WTI ~$63.7bbl. US API next in focus. #ACFView
@WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @_focusIR_ @LondonSouthEast @CityAM @Mayhem4Markets @stockmark_it
#ACFMarketWrap: US factory slump deepens—ISM Manuf. PMI ▼ to 48.5 in May (vs 49.5 exp), marking 3rd straight month of contraction. Trade policy uncertainty looms. $KYMR +38.9% as early KT-621 data stuns—STAT6 degrader shows Dupixent-level biomarker response. #ACFView
#ACFMarketWrap: Stocks slip as trade tensions flare: Trump vows to ▲2x steel/aluminum tariffs to 50%, CN accuses US of deal breach. No ceasefire from Kyiv–Moscow talks. US ISM Manuf. PMI misses @ 48.5 (vs 49.5 exp). $RHM, $SRT -3%+, autos slide: $DTG -2.8%, $MBG -2.6%, $BMW -2.4%, $POAHY -2%. Megacaps mxd: $GOOG -1.53%, $META +2.44%, $NVDA +1.56%, $TSLA -2.47%. #DowJones -0.38%, $NASDAQ +0.21% FTSE 100 flat. WTI ~$62.89bbl. Fed Chair Powell Speech & ECB rate cut next in focus. #ACFView
US GDP shrank 0.2% in 1Q25 — 1st contraction in 3 yrs — slightly better than the -0.3% flash, helped by stronger fixed investment. But weak consumer spending and trade still weighed. $AUTO -11% on a revenue miss. #ACFView
#ACFMarketWrap. AI surge leads the charge → $NVDA +4.11% after blowout earnings & bullish AI outlook, lifting sentiment. But gains faded as legal risks linger post-US court ruling halting Trump-era tariffs. US GDP 1Q25 @ -0.2% vs -0.3% est. $AUTO -11%, $TKA -5.6%, $NOVO & $SIEGY -2%. Megacaps up: $MSFT +0.30%, $AMZN +1%, $META +0.5%, $TSLA +1.54%. %. $NASDAQ +0.67%, WTI ~$61.12/bbl. US EIA data & JP Ind prod. next. #ACFView
@WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @_focusIR_ @LondonSouthEast @CityAM @Mayhem4Markets @stockmark_it
Lithium hits a 4-yr low @ CNY 61,500/t as global supply surges—CN, Indo & DR Congo flood market (+35% YoY per IEA), with miners holding output to defend share. $NVDA +0.30% as traders trim risk ahead of earnings, wary of tariffs & export curbs. #ACFView
#ACFMarketWrap ⏳Wall St. waits on $NVDA earnings as AI hype meets China export risk. Shares flat pre-close. FOMC minutes also in focus for rate clues. Sectors: Energy & comms lead, materials lag. $M +0.4% on solid earnings. $GME -4.7% despite 4,710 BTC buy (~$500m). Megacaps: $NVDA +0.30%, $TSLA -0.38%, $MSFT -0.50%, $META +0.44%, $AAPL +0.55%. $NASDAQ -0.18%, FTSE 100 -0.59%. Li sinks to over 4-yr low (CNY 61,500/tonne). JP confidence next. #ACFView
@WizardBattery @EU_Startups @Share_Talk @Stocktwits @ZaksTradersCafe @zakmir @VOXmarkets @_focusIR_ @LondonSouthEast @CityAM @Mayhem4Markets @stockmark_it
Oil snaps back: WTI +4% to $59.4 as oversold signals spark buying at 4-yr lows. $TSLA -1.26% on sharp Apr sales slump in EU (▼ 81% in Sweden, ▼74% in the Netherlands). Although EV market is up, $TLSA ▼ 37.2% in 1Q25. #ACFView
#ACFMarketWrap. Tariff uncertainty weighs on sentiment as earnings risks mount. $NASDAQ -0.46% with tech & health lagging; energy, utilities gain. $PLTR -12% on weak outlook. $F +1.9% despite warning tariffs could slash 2025 earnings by $2.5bn. FTSE 100 +0.11%. WTI ~$59.54/bbl. US API & DE Factory Orders m/m Mar next in focus. #ACFView
🏠 US home sales just saw their biggest drop in over 2 yrs — Mar -5.6% to 4.02m vs 4.13m expct. Sharp miss underscores housing market strain. $NVCR +5.51% on 34% earnings surprise. #ACFView
#ACFMarketWrap ⚖️ Wall Street wobbles after a whipsaw week. $IBM -7% on missed earnings, $PG -4% after cutting guidance, $MRK -1.5% trimming outlook on tariff impact. $GOOG +1.24% ahead of post-close report, $NVDA +2.24%, $TSLA 2.46%, $MSFT +2.05%. Mar US existing home sales: 4.02m (vs 4.27m prior). $NASDAQ +0.93%, FTSE 100 -0.45%. WTI ~$62.94/bbl. UK Mar retail sales next. #ACFView
🌍 IMF warns: Rising US tariffs signal a new era of slower global growth. Trade barriers now at highs not seen since the Great Depression. 2024 global growth cut to 2.8% (from 3.3%), with weakness seen through 2026. $TWST +5.27% ahead of Q2 FY25 results on 5 May. #ACFView
#ACFMarketWrap. Policy uncertainty rattles markets as pressure mounts from POTUS to replace Fed Chair Powell. IMF slashes 2024 global growth forecast to 2.8% (from 3.3%). $GE +4.5%, $VZ -1% post-earnings. $TSLA +2% ahead of results, trimming prior -6%. NASDAQ +2.54%, FTSE 100 +0.61%. EA flash consumer confidence Apr: -16.7 vs -15 exp. #Gold hits $3,425/toz. WTI ~$64.14/bbl. JP Services PMI & DE Manuf. PMI (Apr flash) up next. #ACFView

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