SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata is trending due to its recent partnership with Palantir and strategic expansion into the burgeoning robotics and physical AI sectors, with many speculating on the impact of these developments ahead of its upcoming Q4 earnings report. While community members are discussing the company's critical role in training AI for big tech, government, and defense, its valuation and the broader market's tech sell-off are key talking points.

Based Chad

CHAD CRYPTO is trending as community enthusiasm surges, driven by prominent Coinbase executives and the Base lead developer actively supporting the token's ecosystem, which includes unique buyback and staking features, further solidifying its appeal as a universally recognized meme.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is drawing significant attention for its strong network fundamentals, including rising staking demand and its growing role as infrastructure for AI agents and financial applications. The community is debating its resilience amidst market volatility, with ongoing institutional interest and ETF inflows contrasting with concerns about price manipulation.

Magnite, Inc. provides a technology solution to automate the purchase and sale of digital advertising inventory for buyers and sellers. It features applications and services for digital advertising sellers including websites, mobile applications, and other digital media properties. The company was founded by Frank Addante, Duc Chau, Craig Roah, Julie Mattern and Brian D. Baumgart on April 20, 2007 and is headquartered in New York, NY.

Magnite Inc

Magnite is garnering significant attention as the ad tech community eagerly awaits potential market-shifting Google antitrust remedies, while discussing the company's robust Connected TV growth driven by key partnerships with platforms like Netflix and New York Times Advertising, which many believe makes the stock severely undervalued despite current market volatility.

Chainlink is the industry-standard decentralized oracle network that solves the "oracle problem" by connecting smart contracts with real-world data. Blockchains cannot access external information on their own, so Chainlink acts as a secure bridge, enabling smart contracts to react to real-world events using verified, tamper-proof data. It is widely considered one of the first decentralized oracle networks and is the market leader in bringing off-chain data on-chain.  The platform operates through a decentralized network of nodes that fetch, validate, and deliver data to smart contracts. When a contract requests information like a stock price, a committee of independent nodes retrieves and aggregates the data to reach consensus, then delivers a single trustworthy answer. Chainlink offers a suite of services including Data Feeds for asset prices, CCIP for cross-chain token transfers and messaging, Automation for triggering smart contract functions, and Proof of Reserve for verifying asset collateralization.  Chainlink has established itself as critical infrastructure for both DeFi and institutional adoption, with partnerships including Swift, Euroclear, Mastercard, UBS, ANZ, Fidelity International, and J.P. Morgan. Its institutional products include the Chainlink Runtime Environment for tokenized asset workflows, Confidential Compute for privacy-preserving computation, and the Automated Compliance Engine for embedding regulatory rules into smart contracts.  The LINK token is the native asset used to pay node operators for services, fund subscription accounts, and incentivize network security through staking. Node operators stake LINK as collateral, which can be slashed if they provide inaccurate data. Chainlink was co-founded in 2017 by Sergey Nazarov and Steve Ellis, who co-authored the white paper with Ari Juels, and raised $32 million in its September 2017 ICO.

ChainLink

Chainlink is trending due to its pivotal role in real-world asset tokenization, underscored by its adoption in Robinhood's Layer 2 testnet and upcoming CME futures. The community, while noting price frustrations, maintains high conviction that pending regulatory clarity will unlock significant institutional capital, cementing LINK as a critical financial backbone.

Aerodrome Finance is a next-generation AMM designed to serve as Base's central liquidity hub, combining a powerful liquidity incentive engine, vote-lock governance model, and friendly user experience. Aerodrome inherits the latest features from Velodrome V2.

Aerodrome Finance

Aerodrome Finance (AERO) is generating buzz with its recent Robinhood listing and upcoming cross-chain expansion via a Velodrome merger, sparking community debate about its potential as Base's primary decentralized exchange, especially as its protocol revenue continues to exceed token emissions.

Codatta

XNY is capturing significant community attention due to its strong performance and ability to recover quickly from broader market dips, leading to widespread speculation about a potential 'next leg' higher for the Codatta AI/data utility token.

The Cosmos network consists of many independent, parallel blockchains, called zones, each powered by classical Byzantine fault-tolerant (BFT) consensus protocols like Tendermint. Some zones act as hubs with respect to other zones, allowing many zones to interoperate through a shared hub. The architecture uses classic BFT and Proof-of-Stake algorithms, instead of Proof-of-Work. Cosmos can interoperate with multiple other applications and cryptocurrencies, something other blockchains can’t do well. By creating a new zone, you can plug any blockchain system into the Cosmos hub and pass tokens back and forth between those zones, without the need for an intermediary.  While the Cosmos Hub is a multi-asset distributed ledger, there is a special native token called the atom. ATOM have three use cases: as a spam-prevention mechanism, as staking tokens, and as a voting mechanism in governance.  As a spam prevention mechanism, ATOM are used to pay fees. The fee may be proportional to the amount of computation required by the transaction, similar to Ethereum’s concept of “gas”. Fee distribution is done in-protocol and a protocol specification is described here.  As staking tokens, ATOM can be “bonded” in order to earn block rewards. The economic security of the Cosmos Hub is a function of the amount of ATOM staked. The more ATOM that are collateralized, the more “skin” there is at stake and the higher the cost of attacking the network. Thus, the more ATOM there are bonded, the greater the economic security of the network.  Atom holders may govern the Cosmos Hub by voting on proposals with their staked ATOM.

Cosmos

The Cosmos (ATOM) community is actively engaged in discussions surrounding a significant tokenomics redesign, proposing a shift from inflationary rewards to a revenue-based model to enhance its long-term sustainability. Holders, many attracted by high staking yields, maintain belief in ATOM's core utility as the "Internet of Blockchains" and anticipate a rebound within broader cryptocurrency market movements.

Kaspa was fair-launched in November 2021 with no pre-mine, zero pre-sale, and no coin allocations, and is 100 percent community-managed. Kaspa aims to be the world's global sequencer for traditional finance and decentralized crypto markets by utilizing proof-of-work and its BlockDAG consensus protocol, GHOSTDAG. Being the world's fastest proof-of-work network, Kaspa combines five properties: (1) hard money principles, (2) Bitcoin's ethos of security-first fundamentals (boasting a security threshold of fifty percent with significant market hashrate), (3) decentralization from rapid block rate mining, (4) block speeds faster than any PoW or PoS network, and (5) smart contract development through based-rollups without fragmented liquidity. Ushering in all five properties, Kaspa is on track to fulfill Satoshi Nakamoto's vision of a digital medium of exchange while also advancing global layer-one sequencing and minuscule confirmation times dominated by internet latency (cf. chapter 6 of the the paper for some initial benchmarks). The Kaspa implementation includes a lot of cool features and subprotocols including Reachability to query the DAG's topology, Block data pruning (with near-future plans for block header pruning), SPV proofs, and later subnetwork support which will make future implementation of layer 2 solutions much easier.

Kaspa

Kaspa is trending as a pure technology play, with the community highly engaged in its BlockDAG architecture and upcoming smart contracts, positioning it as a scalable and secure Proof-of-Work solution. Despite market fluctuations, investors are actively accumulating, driven by the belief in its long-term utility and potential to become a foundational crypto infrastructure.

Karyopharm Therapeutics, Inc. is a commercial-stage pharmaceutical company, which engages in the discovery, development, and commercialization of drugs directed against nuclear export for the treatment of cancer and other diseases. The company was founded by Joseph Araujo, Ronald A. DePinho, Pamela A, Silver, Giulio Draetta, Michael G. Kauffman, and Sharon Shacham on December 22, 2008, and is headquartered in Newton, MA.

Karyopharm Therapeutics Inc

Karyopharm Therapeutics is seeing heightened trading volume and bullish options activity driven by anticipation for upcoming binary Phase 3 trial readouts in Myelofibrosis and Endometrial Cancer. This comes despite significant community criticism regarding its leadership's perceived mismanagement and extensive shareholder value destruction.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$SPY 

Just remember,
Everything is fine until it isn’t. 

Corporations have been buying back shares for years now. They use free cash flow to do so, but most have also been issuing bonds to buy back shares as well. 
Debt, debt and more debt. 

One reason I’ve been accumulating more bond funds in my portfolio recently is to hedge an equity selldown. 
Remember, bond holders get paid first. 
Then preferred shares and equity shareholders get what’s left. 

Several year ago I said that 2026 would be the peak in this business cycle. 
My timing won’t be perfect. 
Maybe things spill over into early 2027?

My call is still for the next recession to named in mid 2027. 

Oil/gas sector will let us know when it truly begins. 
Once WTI crossing $100- the recession has begun. 

I’m staying long miners, energy and bond ladder. 

$BND $XOP $TLT $RIO 

https://wolfstreet.com/2026/02/07/amzn-goog-msft-meta-orcl-plan-700-billion-in-largely-ai-related-capex-in-2026-heres-where-the-cash-comes-from/

UnStopABULL

AliSto88

jugodegolf

David B

Scott

Justin Mcpeak

Five companies announced that combined they plan to make about $700 billion in investments in 2026. The bulk of these capital expenditures are related to AI with a focus on AI infrastructure - data centers and everything in them and around them, from AI servers to onsite power-generation equipment if the utility cannot supply the juice.

Wolfstreet

AMZN, GOOG, MSFT, META, ORCL Plan $700 Billion in Largely AI-Related Capex in 2026. Where the Cash Comes From

StockTwits for iOS

Vanguard Total Bond Market ETF

SPDR Oil & Gas Exploration & Production ETF

iShares 20+ Year Treasury Bond ETF

Rio Tinto plc

 

Just remember,
Everything is fine until it isn’t. 

Corporations have been buying back shares for years now. They use free cash flow to do so, but most have also been issuing bonds to buy back shares as well. 
Debt, debt and more debt. 

One reason I’ve been accumulating more bond funds in my portfolio recently is to hedge an equity selldown. 
Remember, bond holders get paid first. 
Then preferred shares and equity shareholders get what’s left. 

Several year ago I said that 2026 would be the peak in this business cycle. 
My timing won’t be perfect. 
Maybe things spill over into early 2027?

My call is still for the next recession to named in mid 2027. 

Oil/gas sector will let us know when it truly begins. 
Once WTI crossing $100- the recession has begun. 

I’m staying long miners, energy and bond ladder. 



Barrick Mining Corp

Energy Select Sector SPDR Fund

Sibanye Gold Limited

Amplify Junior Silver Miners ETF

rsmracks

@rsmracks Racks any thoughts on this admin making a move to back long bonds by gold? They’d be able to take the long end down and still drive demand

 Racks any thoughts on this admin making a move to back long bonds by gold? They’d be able to take the long end down and still drive demand

York Water Co.

American Water Works Co. Inc.

American States Water Co.

@rsmracks 
I am no expert on corporate financing. 

Keith N of First majestic stated they had the lowest financing on record prior,  &gt;  the new $22 convertible beat that record.

If they have to roll debt
 No Bueno

StockTwits For Android 

 
I am no expert on corporate financing. 

Keith N of First majestic stated they had the lowest financing on record prior,  >  the new $22 convertible beat that record.

If they have to roll debt
 No Bueno

Pan American Silver Corp

BlackBerry Ltd

First Majestic Silver Corporation

iShares Silver Trust

Sprott Physical Silver Trust ET

Fortuna Silver Mines Inc.

Marathon Digital Holdings Inc

@rsmracks I’m assuming your WTI call is based on demand exceeding supply but what if WTI blows past $100 because of supply worries if Iran situation escalates. Would that pull your whole prediction forward 6-12 months

 I’m assuming your WTI call is based on demand exceeding supply but what if WTI blows past $100 because of supply worries if Iran situation escalates. Would that pull your whole prediction forward 6-12 months

Warrior Met Coal Inc

Alpha Metallurgical Resources Inc

waterboy1990

@AliSto88
What people need to realize are that longer dated bonds are still very cheap. Go back and look in the 70s and early 80s at what bond yields actually were. Rates are cheap, the price and cost of goods are the problem. ￼￼
Wage inflation is just as stagnant. It will never keep up with the cost of goods, homes, etc.. ￼


What people need to realize are that longer dated bonds are still very cheap. Go back and look in the 70s and early 80s at what bond yields actually were. Rates are cheap, the price and cost of goods are the problem. ￼￼
Wage inflation is just as stagnant. It will never keep up with the cost of goods, homes, etc.. ￼

@rsmracks if I wanted to play long dated government bonds do you think I should just buy TLT? Or is there a better fund that focuses on that.

 if I wanted to play long dated government bonds do you think I should just buy TLT? Or is there a better fund that focuses on that.

@AliSto88 

I’m using TLT for longer duration government debt. 
I’m using VGSH for shorter duration. (1-3 years)

I still have one more fund to initiate, NUV, and then I will accumulate more share/unit count to each holding. 
Bond ladder is almost build. 
Sector weight is up to 7.5% for bond/credit funds. 
So I have a long way to go to get 25% weight. 

As time goes on, I might add another bond/credit fund into the mix?

 

I’m using TLT for longer duration government debt. 
I’m using VGSH for shorter duration. (1-3 years)

I still have one more fund to initiate, NUV, and then I will accumulate more share/unit count to each holding. 
Bond ladder is almost build. 
Sector weight is up to 7.5% for bond/credit funds. 
So I have a long way to go to get 25% weight. 

As time goes on, I might add another bond/credit fund into the mix?

@rsmracks I ended up starting a position in TLT! Might be a stupid question but what is the reason for the ladder strategy?

 I ended up starting a position in TLT! Might be a stupid question but what is the reason for the ladder strategy?

@AliSto88 

https://share.google/RwMWh11oLJ5L93NUC