# Finance Social Trends & Public Discussions — 2026-09-28 22:30 UTC > **Category:** Finance > **Status:** Trending Up > **Timestamp:** 2026-09-28 22:30 UTC (2026-09-28T22:30:00Z) > **Canonical URL:** https://cryptitalk.com/2026-09-28-22-30/non_crypto/finance > **Overview Brief:** https://cryptitalk.com/2026-09-28-22-30/non_crypto.md --- ## 10-Minute Category Volume & Sentiment - **Total Posts:** 55 - **Total Impressions:** 34.3K - **Bullish / Positive:** 25 - **Bearish / Negative:** 14 - **Neutral:** 16 --- ## Engagement Analysis Total Engagement - Comments: 66, Retweets: 62, Likes: 4380, Impressions: 34332 --- ## Cited Discussions & Public Evidence ### Discussion #1 by @StockMKTNewz > **Author:** [@StockMKTNewz](https://x.com/StockMKTNewz) > **Metrics:** 3 likes · 0 retweets · 2 comments · 5.0K views > **Posted:** 2026-09-28T22:37:32+00:00 > **Source Link:** [https://x.com/StockMKTNewz/status/2104702074843718032](https://x.com/StockMKTNewz/status/2104702074843718032) > > "A LOT OF YOU JUST ASKED ME ABOUT THE AI RUNNING MY PORTFOLIO "What dashboard is this?" "How can I get access?" "Are you dumb?" We are building this internally and are opening the waitlist for just a couple of people Here is the link to join the waitlist" ### Discussion #2 by @thepointsguy > **Author:** [@thepointsguy](https://x.com/thepointsguy) > **Metrics:** 1 likes · 0 retweets · 0 comments · 3.3K views > **Posted:** 2026-09-28T22:00:01+00:00 > **Source Link:** [https://x.com/thepointsguy/status/2104692630835626406](https://x.com/thepointsguy/status/2104692630835626406) > > "Carnival Rewards Mastercard credit card review: The first cruise card to earn you loyalty status (Partner offer, terms apply!)" ### Discussion #3 by @RonPaul > **Author:** [@RonPaul](https://x.com/RonPaul) > **Metrics:** 28 likes · 5 retweets · 4 comments · 3.1K views > **Posted:** 2026-09-28T22:28:06+00:00 > **Source Link:** [https://x.com/RonPaul/status/2104699698028126611](https://x.com/RonPaul/status/2104699698028126611) > > "Today I’m issuing a major warning about the US stock market. It involves a new threat – more dangerous than socialism – that I’ve spent 50 years warning about – both inside Congress and out. I recently sat down with one of the most respected financial research firms in America" ### Discussion #4 by @super_macro > **Author:** [@super_macro](https://x.com/super_macro) > **Metrics:** 19 likes · 0 retweets · 4 comments · 2.7K views > **Posted:** 2026-09-28T17:24:13+00:00 > **Source Link:** [https://x.com/super_macro/status/2104623225179357504](https://x.com/super_macro/status/2104623225179357504) > > "Get Used To A 5-Handle On Bonds" ### Discussion #5 by @tbpn > **Author:** [@tbpn](https://x.com/tbpn) > **Metrics:** 4 likes · 1 retweets · 0 comments · 2.4K views > **Posted:** 2026-09-28T22:15:47+00:00 > **Source Link:** [https://x.com/tbpn/status/2104696600052560268](https://x.com/tbpn/status/2104696600052560268) > > "The best emerging VCs are highly technical, according to Plexo Capital MP @Lo_Toney : “The thing that I really have noticed is that the GPs that are just getting started in their career — the best GPs are much more technical. Even within the last 10 years, I think that’s the" ### Discussion #6 by @infobaenvivo > **Author:** [@infobaenvivo](https://x.com/infobaenvivo) > **Metrics:** 1 likes · 1 retweets · 0 comments · 1.5K views > **Posted:** 2026-09-28T21:35:52+00:00 > **Source Link:** [https://x.com/infobaenvivo/status/2104686556665758141](https://x.com/infobaenvivo/status/2104686556665758141) > > "COUNTRY RISK SURPASSES 640 POINTS AND CLOSES AT 628, ITS HIGHEST LEVEL IN SIX MONTHS The sale of Argentine bonds and doubts about the financing capacity for 2027 pressured the JP Morgan indicator, which has accumulated several consecutive sessions of increases." ### Discussion #7 by @WOLF_Terminal > **Author:** [@WOLF_Terminal](https://x.com/WOLF_Terminal) > **Metrics:** 4 likes · 2 retweets · 2 comments · 1.3K views > **Posted:** 2026-09-28T22:00:01+00:00 > **Source Link:** [https://x.com/WOLF_Terminal/status/2104692630302908652](https://x.com/WOLF_Terminal/status/2104692630302908652) > > "@FUNDSTRAT CIO TOM LEE ON WHY MOST PEOPLE ARE TERRIBLE GROWTH INVESTORS: "If everybody was a good growth investor, then growth stocks wouldn't work." On the core mistake: "The most important thing is you have to have a base case. Someone might be very constrained in their" ### Discussion #8 by @qgduducamargo > **Author:** [@qgduducamargo](https://x.com/qgduducamargo) > **Metrics:** 103 likes · 20 retweets · 0 comments · 1.1K views > **Posted:** 2026-09-28T22:05:32+00:00 > **Source Link:** [https://x.com/qgduducamargo/status/2104694019536392434](https://x.com/qgduducamargo/status/2104694019536392434) > > "Did anyone here ask for a spoiler of what's going down in the overall earnings report tomorrow? Well, Dudu and Guastelli are serving that up for you—and a whole lot more—tomorrow starting at 5 a.m." ### Discussion #9 by @MorganStanley > **Author:** [@MorganStanley](https://x.com/MorganStanley) > **Metrics:** 3 likes · 1 retweets · 0 comments · 1.1K views > **Posted:** 2026-09-28T22:18:40+00:00 > **Source Link:** [https://x.com/MorganStanley/status/2104697323976589427](https://x.com/MorganStanley/status/2104697323976589427) > **Visual Context:** A dark blue promotional graphic from Morgan Stanley's "Thoughts on the Market" series, dated September 28, 2026, features the episode title "The Stock Market's Bad Breadth" alongside flowing teal and white wave designs. The cover visually reinforces the post's theme of a narrowing equity rally by symbolizing market momentum and concentration of gains through its wave imagery. > > "Fewer companies have been driving equity market gains in 2026. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what investors should make of the narrowing rally as the year enters its final stretch. Tune into the latest Thoughts on the Market:" ### Discussion #10 by @_Kolade_Dan > **Author:** [@_Kolade_Dan](https://x.com/_Kolade_Dan) > **Metrics:** 81 likes · 9 retweets · 8 comments · 1.0K views > **Posted:** 2026-09-28T00:16:56+00:00 > **Source Link:** [https://x.com/_Kolade_Dan/status/2104364702507892785](https://x.com/_Kolade_Dan/status/2104364702507892785) > > "FiberHomeInternet.com sold @ $300 Via @afternic HT 15 days" ### Discussion #11 by @wallstreetcn_live:wallstreetcn_live > **Author:** [@wallstreetcn_live:wallstreetcn_live](https://x.com/wallstreetcn_live:wallstreetcn_live) > **Metrics:** 1.0K likes · 0 retweets · 0 comments · 1.0K views > **Posted:** 2026-09-28T22:31:35.534617+00:00 > **Source Link:** [https://x.com/wallstreetcn_live:wallstreetcn_live/status/https://wallstreetcn.com/livenews/3171780](https://x.com/wallstreetcn_live:wallstreetcn_live/status/https://wallstreetcn.com/livenews/3171780) > > "含权二级债基与偏债混合基金两型“固收+”基金获准纳入个人养老金基金产品名录,9月28日,首批纳入的“固收+”基金正式亮相。据记者统计,易方达、汇添富、工银瑞信、招商等26家基金公司旗下相关产品增设Y类份额次日起生效,正式纳入个人养老金基金产品名录。在业内人士看来,此次将“固收+”基金纳入个人养老金基金产品名录,有助于丰富产品货架,优化养老投资的风险收益梯度,进一步拓宽中长期资金入市渠道。(上证报)" ### Discussion #12 by @wallstreetcn_live:wallstreetcn_live > **Author:** [@wallstreetcn_live:wallstreetcn_live](https://x.com/wallstreetcn_live:wallstreetcn_live) > **Metrics:** 1.0K likes · 0 retweets · 0 comments · 1.0K views > **Posted:** 2026-09-28T22:31:35.534617+00:00 > **Source Link:** [https://x.com/wallstreetcn_live:wallstreetcn_live/status/https://wallstreetcn.com/livenews/3171781](https://x.com/wallstreetcn_live:wallstreetcn_live/status/https://wallstreetcn.com/livenews/3171781) > > "聚焦四季度投资机会,公募加紧布局新产品,72只基金定档10月发行。从这些基金类型看,主要是权益类基金以及含权类“固收+”产品,值得注意的是,多只北交所3个月持有期主题基金集中启动发行。站在当前时点,公募基金对权益资产中长期表现保持乐观,并积极调研寻找投资机会。(上证报)" ### Discussion #13 by @wallstreetcn_live:wallstreetcn_live > **Author:** [@wallstreetcn_live:wallstreetcn_live](https://x.com/wallstreetcn_live:wallstreetcn_live) > **Metrics:** 1.0K likes · 0 retweets · 0 comments · 1.0K views > **Posted:** 2026-09-28T22:31:35.534617+00:00 > **Source Link:** [https://x.com/wallstreetcn_live:wallstreetcn_live/status/https://wallstreetcn.com/livenews/3171782](https://x.com/wallstreetcn_live:wallstreetcn_live/status/https://wallstreetcn.com/livenews/3171782) > > "① 12:30 澳洲联储公布利率政策; ② 16:00 欧洲央行管委Kazimir讲话; ③ 17:00 欧元区9月消费者信心指数终值; ④ 18:00 欧洲央行管委兼德国央行行长Nagel在法兰克福与欧元集团主席Pierrakakis举行一场炉边闲聊; ⑤ 19:30 欧洲央行管委Escriva讲话; ⑥ 时间待定 二十国集团(G20)贸易部长级会议,美国贸易代表格里尔参会; ⑦ 20:30 加拿大7月GDP; ⑧ 21:00 美国7月S&P/CS20座大城市房价指数,FHFA房价指数; ⑨ 21:15 欧洲央行执委Cipollone讲话; ⑩ 22:00 美国8月JOLTS职位空缺,9月谘商会消费者信心指数; 23:00 美联储理事鲍曼讲话,英国央行货币政策委员会(MPC)成员Mann讲话; 23:30 英国央行货币政策委员会(MPC)成员Taylor讲话; 次日00:30 OpenAI开发者大会(DevDay 2026); 时间待定 美国总统特朗普与科技公司CEO、众议院议长约翰逊举行人工智能会议;特朗普将推出AI驱动网站,马斯克、黄仁勋出席活动; 次日00:40 美联储理事Barratt在底特律经济俱乐部谈论经济前景; 次日01:00 OpenAI CEO Altman发表主题演讲,美国芝加哥联储主席Goolsbee讲话; 次日01:20 加拿大央行副行长Toni Gravelle参加一场炉边闲聊; 次日01:30 美国圣路易斯联储主席穆萨勒姆(Musalem)谈论美国经济; 次日02:00 美国纽约联储主席(享有FOMC永久投票权、号称美联储三把手)威廉姆斯讲话; 次日03:00 美联储理事沃勒谈论支付系统; 微信小程序搜索“见闻历”,了解更多。" ### Discussion #14 by @wallstreetcn_live:wallstreetcn_live > **Author:** [@wallstreetcn_live:wallstreetcn_live](https://x.com/wallstreetcn_live:wallstreetcn_live) > **Metrics:** 1.0K likes · 0 retweets · 0 comments · 1.0K views > **Posted:** 2026-09-28T22:31:35.534617+00:00 > **Source Link:** [https://x.com/wallstreetcn_live:wallstreetcn_live/status/https://wallstreetcn.com/livenews/3171778](https://x.com/wallstreetcn_live:wallstreetcn_live/status/https://wallstreetcn.com/livenews/3171778) > > "季末考核叠加国庆长假前资金备付需求,银行间市场迎来跨季考验。央行提前超量续作中期借贷便利(MLF)、提高隔夜逆回购操作上限,并搭配不同期限逆回购投放资金,为平稳跨季提供支持。多家机构认为,央行加大投放力度,加之政府债资金净回流、季末财政支出增加,本周资金面压力总体可控。跨季后,节后现金回流等因素有望推动资金面转松,但10月下旬仍需关注缴税与公开市场操作到期叠加带来的扰动。" ### Discussion #15 by @hectoinc > **Author:** [@hectoinc](https://x.com/hectoinc) > **Metrics:** 16 likes · 7 retweets · 1 comments · 757 views > **Posted:** 2026-09-28T19:53:59+00:00 > **Source Link:** [https://x.com/hectoinc/status/2104660915811737601](https://x.com/hectoinc/status/2104660915811737601) > **Visual Context:** A retro-style digital display with green borders on a black background showing "ŌURA" in large white letters, with text "TARGETED IPO VALUATION $15.6B" and "FOUNDED IN 2013". > > "Oura prices its IPO this week at a targeted valuation of roughly $15.6B. Most of that value was built in the years leading up to today." ### Discussion #16 by @jonbrooks > **Author:** [@jonbrooks](https://x.com/jonbrooks) > **Metrics:** 11 likes · 1 retweets · 3 comments · 745 views > **Posted:** 2026-09-28T22:00:01+00:00 > **Source Link:** [https://x.com/jonbrooks/status/2104692631615980014](https://x.com/jonbrooks/status/2104692631615980014) > > "A 1% increase in mortgage rates = 10% less purchasing power.... Sellers... be ready to adjust your prices." ### Discussion #17 by @ValueSeeker_ > **Author:** [@ValueSeeker_](https://x.com/ValueSeeker_) > **Metrics:** 5 likes · 0 retweets · 0 comments · 633 views > **Posted:** 2026-09-28T21:14:52+00:00 > **Source Link:** [https://x.com/ValueSeeker_/status/2104681269594325204](https://x.com/ValueSeeker_/status/2104681269594325204) > > "RISING YIELDS - BACK TO THE 1970s? The US 10-year yield has now broken its 2023 high, reaching 5.2%. As higher yields imply both lower equity valuations and bond prices, the classic 60/40 seems totally inadequate for the coming period of rising yields. This period is likely" ### Discussion #18 by @Appsharecc > **Author:** [@Appsharecc](https://x.com/Appsharecc) > **Metrics:** 13 likes · 2 retweets · 1 comments · 600 views > **Posted:** 2026-09-28T22:17:55+00:00 > **Source Link:** [https://x.com/Appsharecc/status/2104697135581053438](https://x.com/Appsharecc/status/2104697135581053438) > > "Scroll & Earn." ### Discussion #19 by @Rolexclocks > **Author:** [@Rolexclocks](https://x.com/Rolexclocks) > **Metrics:** 14 likes · 7 retweets · 1 comments · 582 views > **Posted:** 2026-09-28T22:18:27+00:00 > **Source Link:** [https://x.com/Rolexclocks/status/2104697273091592465](https://x.com/Rolexclocks/status/2104697273091592465) > > "The Rolex Four Seasons Daytona Collection Sells for $49,400,000. Winter sold for $13.2M Spring sold for $9.01M Summer sold for $13.65M Autumn sold for$13.52M" ### Discussion #20 by @KalshiSports > **Author:** [@KalshiSports](https://x.com/KalshiSports) > **Metrics:** 6 likes · 2 retweets · 0 comments · 498 views > **Posted:** 2026-09-28T22:36:41+00:00 > **Source Link:** [https://x.com/KalshiSports/status/2104701861315973568](https://x.com/KalshiSports/status/2104701861315973568) > > "NEW: A Kalshi user has a $468 position on Saquon Barkley to score 3+ touchdowns vs the Bears tonight. Potential payout of $15,607." ### Discussion #21 by @StocksFormula > **Author:** [@StocksFormula](https://x.com/StocksFormula) > **Metrics:** 8 likes · 1 retweets · 1 comments · 485 views > **Posted:** 2026-09-28T20:53:09+00:00 > **Source Link:** [https://x.com/StocksFormula/status/2104675802684272790](https://x.com/StocksFormula/status/2104675802684272790) > > "DXY / USD appears nearly ready to roll over, and support extended #gold rally. $GDX -Geopolitics adds additional gasoline to this notion, as they have thoroughly "stepped in it". For some time DXY was approx. 23% overvalued on a TW basis, reasons for this are now being dismantled" ### Discussion #22 by @FedWatch0 > **Author:** [@FedWatch0](https://x.com/FedWatch0) > **Metrics:** 6 likes · 0 retweets · 0 comments · 476 views > **Posted:** 2026-09-28T21:42:40+00:00 > **Source Link:** [https://x.com/FedWatch0/status/2104688265974751599](https://x.com/FedWatch0/status/2104688265974751599) > > "2026/9/29(火) 現在の米政策金利⇨375-400(3.75%) 次回FOMC 10/28 1回⇨0.25% 利下げ確率(前日比) 0回→29.70%(-5.53%) 利上げ確率(前日比) 1回→70.30%(+5.53%) 年内利下げ確率(前日比) 0回→0% 年内利上げ確率(前日比) 1回→48.44%(-8.27%) 2回→51.56%(+8.27%)" ### Discussion #23 by @aztecs99 > **Author:** [@aztecs99](https://x.com/aztecs99) > **Metrics:** 2 likes · 0 retweets · 1 comments · 423 views > **Posted:** 2026-09-28T21:50:43+00:00 > **Source Link:** [https://x.com/aztecs99/status/2104690291190239691](https://x.com/aztecs99/status/2104690291190239691) > > "could one say the retirement of @RickSantelli was the top tick in the markets and even the bond market? maybe he really KNOWS when it is best to step aside. @sliesman ?" ### Discussion #24 by @sunnymaanz > **Author:** [@sunnymaanz](https://x.com/sunnymaanz) > **Metrics:** 6 likes · 0 retweets · 4 comments · 327 views > **Posted:** 2026-09-28T21:54:19+00:00 > **Source Link:** [https://x.com/sunnymaanz/status/2104691195884794069](https://x.com/sunnymaanz/status/2104691195884794069) > > "I get why it's content but I could never imagine logging on here to post about someone else's trades and money" ### Discussion #25 by @Tips_With_AI > **Author:** [@Tips_With_AI](https://x.com/Tips_With_AI) > **Metrics:** 1 likes · 0 retweets · 4 comments · 205 views > **Posted:** 2026-09-28T21:37:51+00:00 > **Source Link:** [https://x.com/Tips_With_AI/status/2104687052189319210](https://x.com/Tips_With_AI/status/2104687052189319210) > **Visual Context:** A screenshot of a financial dashboard showing a "Current Balance" of "$1,304,953.11" with a 90-day timeframe and a "Realised Profit" of "$1,295,103.68" (+193.21%). > > "Do you need $1500? Comment "yes" and check your DM. First 150 only. Follow - @Tips_With_AI" ### Discussion #26 by @reddit > **Author:** [@reddit](https://x.com/reddit) > **Metrics:** 2 likes · 0 retweets · 3 comments · 200 views > **Posted:** 2026-09-28T22:21:35.249000+00:00 > > "New Halves, search for privy Just picked up 2 boxes o halfs. One box is all 2026 halves. Are privy halfs mixed in regular fed rolls, or are they distributed another way?" ### Discussion #27 by @reddit > **Author:** [@reddit](https://x.com/reddit) > **Metrics:** 2 likes · 0 retweets · 22 comments · 200 views > **Posted:** 2026-09-26T14:38:36.564000+00:00 > > "What do you think about buying CONY now?" ### Discussion #28 by @ashleyblairexo > **Author:** [@ashleyblairexo](https://x.com/ashleyblairexo) > **Metrics:** 13 likes · 1 retweets · 0 comments · 192 views > **Posted:** 2026-09-28T22:08:57+00:00 > **Source Link:** [https://x.com/ashleyblairexo/status/2104694879351935324](https://x.com/ashleyblairexo/status/2104694879351935324) > > "my wallet is about to have the best day of his life" ### Discussion #29 by @acquirersx > **Author:** [@acquirersx](https://x.com/acquirersx) > **Metrics:** 2 likes · 0 retweets · 0 comments · 171 views > **Posted:** 2026-09-28T22:08:34+00:00 > **Source Link:** [https://x.com/acquirersx/status/2104694782933316063](https://x.com/acquirersx/status/2104694782933316063) > > "Can a World Cup Loss Move the Stock Market? During their recent episode, Taylor, Carlisle, and Matt Sweeney discussed Can a World Cup Loss Move the Stock Market? Here’s an excerpt from the episode: acquirersmultiple.com/?p=55623" ### Discussion #30 by @wu_wei_invest > **Author:** [@wu_wei_invest](https://x.com/wu_wei_invest) > **Metrics:** 1 likes · 0 retweets · 1 comments · 156 views > **Posted:** 2026-09-28T20:53:19+00:00 > **Source Link:** [https://x.com/wu_wei_invest/status/2104675847210962980](https://x.com/wu_wei_invest/status/2104675847210962980) > **Visual Context:** A line chart titled 'VIX vs MOVE' displaying two trend lines (VIX in dark blue, MOVE in red) from January 2026 through September 2026, with the MOVE index spiking near 115 in late September. > > "It would appear VIX has some catching up to do." ### Discussion #31 by @VIP_MILLIONAIR > **Author:** [@VIP_MILLIONAIR](https://x.com/VIP_MILLIONAIR) > **Metrics:** 5 likes · 0 retweets · 1 comments · 148 views > **Posted:** 2026-09-28T21:36:30+00:00 > **Source Link:** [https://x.com/VIP_MILLIONAIR/status/2104686713192710353](https://x.com/VIP_MILLIONAIR/status/2104686713192710353) > > "DAILY GOLD LIVE JOIN NOW Buying: 4111-4108 SL: 4103 TP1: 4115 TP2: 4120 TP3: 4125 TP4: 4130 TP5: 4135 TP6: 4140 Buying bias from key HTF supply. Trade with proper risk management. #XAUUSD #Gold #Forex #GoldSignals" ### Discussion #32 by @ElsaKekita > **Author:** [@ElsaKekita](https://x.com/ElsaKekita) > **Metrics:** 2 likes · 1 retweets · 0 comments · 123 views > **Posted:** 2026-09-28T21:18:08+00:00 > **Source Link:** [https://x.com/ElsaKekita/status/2104682090092466276](https://x.com/ElsaKekita/status/2104682090092466276) > > "COUNTRY RISK NEAR 640 POINTS: HOW FAR CAN IT RISE AND HOW MUCH CAN IT COMPLICATE THINGS FOR THE GOVERNMENT | tinyurl.com/yehk5mjt @solrial | Country risk rose from 485 basis points on September 11 to the 640-point zone at the start of this week, the highest level since" ### Discussion #33 by @reddit > **Author:** [@reddit](https://x.com/reddit) > **Metrics:** 1 likes · 0 retweets · 0 comments · 100 views > **Posted:** 2026-09-28T22:30:05.753000+00:00 > > "This is how I make +25$ everyday doing surveys" ### Discussion #34 by @reddit > **Author:** [@reddit](https://x.com/reddit) > **Metrics:** 1 likes · 0 retweets · 0 comments · 100 views > **Posted:** 2026-09-28T21:58:23.075000+00:00 > > "Switching from Finance over to Business Analytics? I have been working in operations finance for the last 4 years and I hate it. The only reason I got into the field in the first place was because once I finished my masters in economics, I couldn’t find any econ or analytical work and the job market was tough so once I got an offer I took it. As I advance in my career and get higher up in seniority, it takes its toll on me mentally more and more and I really want to make a switch. Prior to getting into finance, I actually did a graduate internship doing business analytics and I remember it fondly. Work is work so at the time I didn’t care for it but looking back it was pretty enjoyable. The only reason I left in the first place was because they “promoted” me to full time and said they just needed HR to send the offer letter and documentation. 3 months went by of me doing full time work and being told weekly “HR should have something by early next week” without anything ever materializing." ### Discussion #35 by @bigvibessss > **Author:** [@bigvibessss](https://x.com/bigvibessss) > **Metrics:** 2 likes · 0 retweets · 1 comments · 90 views > **Posted:** 2026-09-28T22:25:36+00:00 > **Source Link:** [https://x.com/bigvibessss/status/2104699071331967317](https://x.com/bigvibessss/status/2104699071331967317) > > "6 spots left in this Credit Union" ### Discussion #36 by @SuperexBrazil > **Author:** [@SuperexBrazil](https://x.com/SuperexBrazil) > **Metrics:** 1 likes · 0 retweets · 1 comments · 74 views > **Posted:** 2026-09-28T21:48:09+00:00 > **Source Link:** [https://x.com/SuperexBrazil/status/2104689647003820425](https://x.com/SuperexBrazil/status/2104689647003820425) > > "Principais eventos do mercado | 28 de set. – 4 de out. 30 de set. | Relatório de Emprego ADP, Inflação PCE e PIB do 2º trimestre 1º de out. | Micron ( $MU ) – Resultados + PMI Industrial ISM 2 de out. | Relatório de Emprego dos EUA (NFP) de setembro" ### Discussion #37 by @SonicAIWizard > **Author:** [@SonicAIWizard](https://x.com/SonicAIWizard) > **Metrics:** 1 likes · 0 retweets · 1 comments · 71 views > **Posted:** 2026-09-28T22:04:24+00:00 > **Source Link:** [https://x.com/SonicAIWizard/status/2104693737343386062](https://x.com/SonicAIWizard/status/2104693737343386062) > > "AMD这是要起飞的节奏?" ### Discussion #38 by @barkforval > **Author:** [@barkforval](https://x.com/barkforval) > **Metrics:** 1 likes · 0 retweets · 0 comments · 60 views > **Posted:** 2026-09-28T21:16:05+00:00 > **Source Link:** [https://x.com/barkforval/status/2104681576919376357](https://x.com/barkforval/status/2104681576919376357) > > "Mmmmmm I like money. That’s it, that’s the tweet" ### Discussion #39 by @JKKK_Trader > **Author:** [@JKKK_Trader](https://x.com/JKKK_Trader) > **Metrics:** 0 likes · 0 retweets · 0 comments · 57 views > **Posted:** 2026-09-28T16:00:02+00:00 > **Source Link:** [https://x.com/JKKK_Trader/status/2104602041532252390](https://x.com/JKKK_Trader/status/2104602041532252390) > > "甲骨文最新一季財報證實了其雲端轉型的財務第二春。OCI(甲骨文雲端基礎建設)營收爆發,年增率連續幾季超車同業,帶動整體營收與獲利超預期。雖然為了跟微軟、亞馬遜競爭,資本支出(CapEx)年增超過 50%,壓迫了短期自由現金流,但遞延收入(Deferred" ### Discussion #40 by @ff_fizzy > **Author:** [@ff_fizzy](https://x.com/ff_fizzy) > **Metrics:** 3 likes · 0 retweets · 0 comments · 54 views > **Posted:** 2026-09-28T21:35:11+00:00 > **Source Link:** [https://x.com/ff_fizzy/status/2104686383247880241](https://x.com/ff_fizzy/status/2104686383247880241) > > "A central bank can create more currency. It cannot print more gold. In Q2 2026, central banks purchased 289 tonnes of gold, setting a record for second quarter buying, while gold ETFs recorded outflows of around 45 tonnes. That contrast says a lot about how different holders" ### Discussion #41 by @JKKK_Trader > **Author:** [@JKKK_Trader](https://x.com/JKKK_Trader) > **Metrics:** 0 likes · 0 retweets · 0 comments · 51 views > **Posted:** 2026-09-28T19:00:00+00:00 > **Source Link:** [https://x.com/JKKK_Trader/status/2104647329538281472](https://x.com/JKKK_Trader/status/2104647329538281472) > > "創意最新財報反映出與母公司台積電緊密綁定的財務彈性。在先進封裝 HBM 控制器與網路晶片委託設計(NRE)需求大增帶動下,最新單季營收結構中,高毛利的 NRE" ### Discussion #42 by @jackstevison > **Author:** [@jackstevison](https://x.com/jackstevison) > **Metrics:** 1 likes · 1 retweets · 0 comments · 45 views > **Posted:** 2026-09-28T21:06:46+00:00 > **Source Link:** [https://x.com/jackstevison/status/2104679230047162610](https://x.com/jackstevison/status/2104679230047162610) > > "In other news that's not SpaceX, my big picture indicators printed more goose eggs today $BPNYA$NYHILO $SPXA200R" ### Discussion #43 by @JKKK_Trader > **Author:** [@JKKK_Trader](https://x.com/JKKK_Trader) > **Metrics:** 1 likes · 0 retweets · 0 comments · 40 views > **Posted:** 2026-09-28T21:30:00+00:00 > **Source Link:** [https://x.com/JKKK_Trader/status/2104685080132104305](https://x.com/JKKK_Trader/status/2104685080132104305) > > "美股封測二哥艾克爾(Amkor)最新財報喜憂參半。喜的是其在汽車電子與高階消費電子的先進封裝(SiP)市佔率穩固,營收維持微幅成長;憂的是為了在越南與歐洲擴建新廠,導致最新一季資本支出拉高,壓迫了自由現金流,且整體毛利率(14.5%)受制於新廠前期稼動率不足而微幅下滑。不過資產負債表結構健全" ### Discussion #44 by @JKKK_Trader > **Author:** [@JKKK_Trader](https://x.com/JKKK_Trader) > **Metrics:** 1 likes · 0 retweets · 0 comments · 38 views > **Posted:** 2026-09-28T22:00:01+00:00 > **Source Link:** [https://x.com/JKKK_Trader/status/2104692632148685139](https://x.com/JKKK_Trader/status/2104692632148685139) > > "看完波克夏最新財報,只能說巴菲特把財務防守做到了極致。旗下保險業務的浮存金(Float)持續帶來穩定的營運現金流,而最驚人的是帳上現金與短期國債儲備再度刷新歷史紀錄,突破 3000 億美元大關" ### Discussion #45 by @JKKK_Trader > **Author:** [@JKKK_Trader](https://x.com/JKKK_Trader) > **Metrics:** 1 likes · 0 retweets · 0 comments · 34 views > **Posted:** 2026-09-28T19:30:00+00:00 > **Source Link:** [https://x.com/JKKK_Trader/status/2104654878211457295](https://x.com/JKKK_Trader/status/2104654878211457295) > > "欣興最新一季的財報終於迎來毛利率的止跌回升。過去兩年受到 ABF 載板供過於求、價格下滑的拖累,獲利嚴重受壓;但最新財報顯示,隨著 AI" ### Discussion #46 by @JKKK_Trader > **Author:** [@JKKK_Trader](https://x.com/JKKK_Trader) > **Metrics:** 1 likes · 0 retweets · 0 comments · 28 views > **Posted:** 2026-09-28T21:00:02+00:00 > **Source Link:** [https://x.com/JKKK_Trader/status/2104677537334923697](https://x.com/JKKK_Trader/status/2104677537334923697) > > "應用材料(AMAT)最新財報再次證明,不論晶圓廠誰輸誰贏,設備商都是穩賺不賠的贏家。受惠於全球各國本土半導體供應鏈補貼落地,其晶圓廠系統(WFE)營收創下新高,整體毛利率高達 47% 。更可怕的是其服務業務(AGS),這種靠裝機量產生的長期維護訂閱合約,貢獻了極高且穩定的經常性營收(Recurring" ### Discussion #47 by @ViktorBunin > **Author:** [@ViktorBunin](https://x.com/ViktorBunin) > **Metrics:** 0 likes · 0 retweets · 0 comments · 28 views > **Posted:** 2026-09-28T22:28:01+00:00 > **Source Link:** [https://x.com/ViktorBunin/status/2104699679472582980](https://x.com/ViktorBunin/status/2104699679472582980) > > "Honestly this is such a sick product and I will 100% sign my kid up for it when he's old enough. Giving them low single digits just feels bad, but experiencing 20% growth will feel more tangible even with a small base." ### Discussion #48 by @Xavier_HPI > **Author:** [@Xavier_HPI](https://x.com/Xavier_HPI) > **Metrics:** 1 likes · 0 retweets · 0 comments · 22 views > **Posted:** 2026-09-28T21:27:20+00:00 > **Source Link:** [https://x.com/Xavier_HPI/status/2104684408162980108](https://x.com/Xavier_HPI/status/2104684408162980108) > **Visual Context:** A Bloomberg terminal chart titled 'Yields of 30y Bonds' displaying a line graph comparing the 30-year bond yields of Japan (4.1590%), the US (5.5488%), Germany (3.9646%), and the UK (5.9148%) from 2000 to 2024. > > "The cost of capital keeps rising w/Japan’s 30y and UK’s 30y at their highest levels this millennium. Long-term money is getting expensive, w/consequences for debt, investment and asset valuations." ### Discussion #49 by @MuskWorth > **Author:** [@MuskWorth](https://x.com/MuskWorth) > **Metrics:** 1 likes · 0 retweets · 0 comments · 22 views > **Posted:** 2026-09-28T20:35:03+00:00 > **Source Link:** [https://x.com/MuskWorth/status/2104671250161226067](https://x.com/MuskWorth/status/2104671250161226067) > **Visual Context:** A graphic displaying Elon Musk's net worth of $951,042,337,979, showing a daily loss of $25.56B (-2.62%), equivalent to approximately 13 Taylor Swift fortunes, dated Sep 28, 2026, from muskworth.com. > > "@elonmusk lost $25.56B today. That's roughly 13 @taylorswift13 fortunes, gone in a day. Net worth: $951.04B — still #1. Live → muskworth.com" ### Discussion #50 by @MarketCapGuy > **Author:** [@MarketCapGuy](https://x.com/MarketCapGuy) > **Metrics:** 0 likes · 0 retweets · 0 comments · 22 views > **Posted:** 2026-09-28T22:32:25+00:00 > **Source Link:** [https://x.com/MarketCapGuy/status/2104700784017330456](https://x.com/MarketCapGuy/status/2104700784017330456) > > "Sounds like the market's facing a real plot twist. How many more surprises can we handle?" ### Discussion #51 by @jarethcjr > **Author:** [@jarethcjr](https://x.com/jarethcjr) > **Metrics:** 0 likes · 0 retweets · 0 comments · 3 views > **Posted:** 2026-09-28T22:37:47+00:00 > **Source Link:** [https://x.com/jarethcjr/status/2104702135615283523](https://x.com/jarethcjr/status/2104702135615283523) > > "Decided to embark on a road to Zoro Key stats on pulls so far: Total pulls: 217 (OP: 78, Pokemon: 139) Unique card names: 173 Total cost: $10,850 Total earnings: $10,784 Total PnL: −$66.11 Pull distribution close to advertised (image) Pulled 36 different" ### Discussion #52 by @YaldaMasoudi > **Author:** [@YaldaMasoudi](https://x.com/YaldaMasoudi) > **Metrics:** 0 likes · 0 retweets · 0 comments · 3 views > **Posted:** 2026-09-28T21:48:01+00:00 > **Source Link:** [https://x.com/YaldaMasoudi/status/2104689614258909407](https://x.com/YaldaMasoudi/status/2104689614258909407) > > "i like this approach — not every interesting market signal needs to turn into a trade." ### Discussion #53 by @Seth_100x > **Author:** [@Seth_100x](https://x.com/Seth_100x) > **Metrics:** 1 likes · 0 retweets · 0 comments · 2 views > **Posted:** 2026-09-28T22:32:04+00:00 > **Source Link:** [https://x.com/Seth_100x/status/2104700698323738797](https://x.com/Seth_100x/status/2104700698323738797) > > "enjoy your day Gold" ### Discussion #54 by @FinanceLancelot > **Author:** [@FinanceLancelot](https://x.com/FinanceLancelot) > **Metrics:** 0 likes · 0 retweets · 0 comments · 0 views > **Posted:** 2026-09-28T22:38:14+00:00 > **Source Link:** [https://x.com/FinanceLancelot/status/2104702251793309758](https://x.com/FinanceLancelot/status/2104702251793309758) > > "This is really interesting, @FloridaRepCap went over the 4 different scenarios the economy could take as global governments attempt to service or destroy their debt. At 55 minutes he talks about a deflationary spiral like 1929." ### Discussion #55 by @TradersParadise > **Author:** [@TradersParadise](https://x.com/TradersParadise) > **Metrics:** 0 likes · 0 retweets · 0 comments · 0 views > **Posted:** 2026-09-28T22:29:57+00:00 > **Source Link:** [https://x.com/TradersParadise/status/2104700164158185552](https://x.com/TradersParadise/status/2104700164158185552) > > "LIVE NOW - the number one live futures stream. Learn how we beat props and get payouts."