Tweets Analysis - Keyword: @fs_insight

Overview

Total number of tweets analysed

213

Earliest tweet was on

2023-02-09

Latest tweet was on

2023-02-18

Tweets covering

9 days

Average age of authors' accounts

6 years


Summarization

Core inflation is largely based on housing and autos, and so far most companies reporting earnings have beaten their estimates by 6%. The market is suggesting a regime change with a new low in the Selling Pressure Index. Many suggest that the consensus narrative of 'inflation is sticky' is incorrect, and it's important to allocate capital correctly. Tom Lee has predicted the S&P 500 will hit 5100 by the end of 2022, and Bitcoin will hit 167k. However, inflation may be higher than expected and there may be significant headwinds. People have recently turned bearish but there may be an emerging bullish trend. Finally, it has been suggested that inflation was never "sticky."

Topic Modeling

  1. Inflation rate and related topics
  2. S&P 500 earnings results
  3. Stock prices and index trends
  4. Tom Lee and his predictions
  5. Investment strategies and allocating capital

Emotional Analysis

The overall sentiment expressed in these tweets is one of optimism and cautiousness. Many of the tweets express hope that markets will stop treating CPI as the sole arbiter of inflation, and suggest that people should make their own judgements. There is also a sense of anticipation for the potential for earnings to beat estimates and for a regime change to be afoot. There is some uncertainty as well, as people express concern about inflation being sticky and that "we're not out of the woods yet". There is also some skepticism, as some of the tweets question the reliability of predictions from certain sources.

Trend Analysis

  1. Inflation rate and CPI
  2. Corporate earnings results
  3. Monitoring market trends and stock prices
  4. Stagflation
  5. Impact of monetary policy

Disclaimer: The text analysis on twtdata.com, powered by OpenAI, does not represent the views of twtdata.com or its affiliates. The analysis is for informational purposes only and not an endorsement of any viewpoint.

Types of Tweets

Number of Retweets

44

Percentage of total tweets

20%

Number of Original tweets

4

Percentage of total tweets

1%

Number of tweets that contain Mentions

213

Percentage of total tweets

100%

Number of tweets that were Replies

168

Percentage of total tweets

78%

Number of tweets that were Quotes

8

Percentage of total tweets

3%

Number of tweets that contain Hashtags

11

Percentage of total tweets

5%


Top 5 devices used to tweet

Source Count
Twitter for iPhone 89
Twitter Web App 83
Twitter for Android 33
Twitter for iPad 5
TweetDeck 3

What devices were used to tweet


Top 10 accounts with highest followers count

Username Name Bio Followers count
fundstrat Thomas (Tom) Lee (not the drummer) FSInsight @CNBC Contributor. Our "institutional grade" service for RIA/individuals: https://t.co/PnfDpeowuh Wikipedia: https://t.co/JyPd55fXja… 232,917
SamRo Sam Ro 📈 Writes @TKerLLC, the newsletter helping investors maintain sanity amid the noise. 16,000+ subs. Long-term optimist. Short-term cautious optimist. 62,990
MarkNewtonCMT Mark Newton CMT Managing Director/Global Head of Technical Strategy, Fundstrat Global Advisors LLC-Technical Analyst/Trader, Frequent Market Commentator-CNBC, FOX, Bloomberg 39,369
SethCL Seth Golden I specialize in VIX, Retail, Consumer Goods. Hedge fund consultant, chief market strategist Finom Group 21,398
BluSuitDillon Dillon Market Analyst - Cyclical and Secular Market Cycle Commentary, Fed Policy, Bond Market & Growth Focused Stock Picker. Founder @ BluSuit. 20,156
fs_insight FS Insight An accessible version of Fundstrat’s award-winning research, used by banks & hedge funds, now available to individuals. 👇 Start Your 30-Day Trial TODAY! 16,405
Monica___K ⭐️ Monica Kingsley ⭐️ Mail alerts || Join https://t.co/XoXGKLh1nl for #SPX #bonds #gold #silver #oil #copper #USD analyses & trade calls || https://t.co/jGlWFGLcaa || Premium, free, 1:1 consulting 11,256
jonathanharrier Jonathan Harrier, CMT I post charts, backtests, trade strategies, and journal thoughts on abnormal market events. Nothing is advice, just information. 6,647
mdt546 Malcolm Twizzle Explorer of the Caloosahatche River and the SW Gulf coast. Retired COO. Markets, politics, business. Swimmer. Patriots, Populists, & Pierre 6,395
MBjegovic Marko Bjegovic Founder/CEO of Arkomina | Investor | Macroeconomist | Stock Picker | Wine Enthusiast | Personal Development Addict | Not investment advice (see disclaimer) 2,692

Top 10 accounts with highest friends count

Username Name Bio Followers count
SamRo Sam Ro 📈 Writes @TKerLLC, the newsletter helping investors maintain sanity amid the noise. 16,000+ subs. Long-term optimist. Short-term cautious optimist. 3,292
CryptoFinancc CryptoFinance Cryptocurrency enthusiast and trader. 2,314
MarkNewtonCMT Mark Newton CMT Managing Director/Global Head of Technical Strategy, Fundstrat Global Advisors LLC-Technical Analyst/Trader, Frequent Market Commentator-CNBC, FOX, Bloomberg 2,117
JoyrideUniverse Joyride Universe - 1,967
MacroMindCap MMC Macro first (always), Trad-fi, Crypto & asymmetric opportunity sets, 20yr +PM. *Thoughts are my own, not investment advice. 1,616
mrbergmann Mike Bergmann Loan Officer with an avid interest in worldly events and market factors affecting rates and our economy. 1,520
Venturinglist Wandering Capitalist American, Capitalist. Disturbed by un-American trends like gerrymandering, lobbying and “Citizens United”. On governing: National goals, local implementation 1,467
MahaTweeter Jack Nargundkar MahaTweeter is a means for satisfying my inner writer. While its my personal handle, it also serves as a channel for my blog, The Marketing Id.😎 1,462
AwokenLbc AwokenTheLBC pragmatic polymathic polymorphism. msft alum ‘nigh. macro tech investor. 1,229
mdt546 Malcolm Twizzle Explorer of the Caloosahatche River and the SW Gulf coast. Retired COO. Markets, politics, business. Swimmer. Patriots, Populists, & Pierre 1,197

Most active users

Username Bio Number of tweets
ToddBelinka53 #ClipperNation, Marcus Morris enjoyer 28
McHUGE88 - 9
sjohnta0429 - 7
chengyulee80 - 7
fundstrat @CNBC Contributor. Our "institutional grade" service for RIA/individuals: https://t.co/PnfDpeowuh Wikipedia: https://t.co/JyPd55fXja… 7
TodaroRichard President & CIO of Todaro Capital. I spent 25 yrs on Wall Street & then decided I would manage my own money, serve on boards & help individuals. 5
here_and_now_be - 5
DanSmit43174599 - 5
Bullzzzzzzeye Investing since 1993 (yes still hold those). I don’t invest for weeks but for decades. Here to learn & share from Masters. Opinions are not recommendations. 4
twittytwitbot Bot/Robot/Machine. Unapologetically processing the interweb. 4

Tweets per day


Top 10 tweets with highest Retweet count

ID Text Retweet count
1623664295920672771 "Of the 317 companies that have reported so far (63% of the S&P 500), overall earnings results are beating estimates by a median of 6%, and 68% of those reporting are beating estimates." - @fundstrat @fs_insight 18
1625336246967959552 This is more reason markets have to stop treating #CPI as the arbiter of the ‘real’ inflation rate 👇 ~60% core inflation is housing and auto-related Make your own judgement Get the “first word” at https://t.co/Vsy6WwaIxa @fs_insight https://t.co/oLrCsecLsb 6
1624773080995311618 Sellers have left the building? A new low in the Selling Pressure Index suggests, at the very least, a regime change is afoot. $SPX $NYA $SPY $QQQ $DIA h/t @fs_insight https://t.co/xJN446GJAH 5
1624077630222790663 5/5 So this is where one needs to decided if the consensus narrative of "inflation is sticky" is correct Get the "first word" at https://t.co/5d2DS0u71I @fs_insight 4
1623663268081414144 "We're not out of the woods" will prove common refrain going forward, regardless of price level. Investing is about allocating capital. Net buying SHOULD be THE goal; what many missed in 2022. Opportunity only delivered if received. Recall 2022 h/t @fs_insight $SPX $SPY $QQQ https://t.co/q64AULQCon 2
1623695416217989122 @fs_insight @MarkNewtonCMT You also said a month ago you see WYNN stalling out and start the move down! You got it wrong! Own up! 1
1625156439705636864 This is detailed for our #FSInsight family members - get the "first word" at https://t.co/5d2DS0u71I @fs_insight https://t.co/K7rafMF8rl 1
1624229673973719042 @fs_insight @teshen8lin @CNBCOvertime Tom lee called 5100 on $spx by the end of 2022. The same Tommy called $167k on bitcoin by the end of 2022. He is nearly as bad as @jimcramer in terms of costing investors money https://t.co/D6KX3QMJvf 0
1624219945654525953 @twittytwitbot @fundstrat @fs_insight as per usual Tom lee does not even know how to do basic research. Again, so sad to see what he has become. If there is even a slightly larger cpi print next week, this guy will be in witness protection program like always. Give your money to the real researchers. 0
1624278189467127809 @teshen8lin @CNBCOvertime @fs_insight Agreed, 5000+ is not too unreasonable. 0

Top 10 tweets with highest Like count

ID Text Like count
1625336246967959552 This is more reason markets have to stop treating #CPI as the arbiter of the ‘real’ inflation rate 👇 ~60% core inflation is housing and auto-related Make your own judgement Get the “first word” at https://t.co/Vsy6WwaIxa @fs_insight https://t.co/oLrCsecLsb 65
1623664295920672771 "Of the 317 companies that have reported so far (63% of the S&P 500), overall earnings results are beating estimates by a median of 6%, and 68% of those reporting are beating estimates." - @fundstrat @fs_insight 56
1624773080995311618 Sellers have left the building? A new low in the Selling Pressure Index suggests, at the very least, a regime change is afoot. $SPX $NYA $SPY $QQQ $DIA h/t @fs_insight https://t.co/xJN446GJAH 47
1624077630222790663 5/5 So this is where one needs to decided if the consensus narrative of "inflation is sticky" is correct Get the "first word" at https://t.co/5d2DS0u71I @fs_insight 35
1623663268081414144 "We're not out of the woods" will prove common refrain going forward, regardless of price level. Investing is about allocating capital. Net buying SHOULD be THE goal; what many missed in 2022. Opportunity only delivered if received. Recall 2022 h/t @fs_insight $SPX $SPY $QQQ https://t.co/q64AULQCon 20
1625156439705636864 This is detailed for our #FSInsight family members - get the "first word" at https://t.co/5d2DS0u71I @fs_insight https://t.co/K7rafMF8rl 9
1624229673973719042 @fs_insight @teshen8lin @CNBCOvertime Tom lee called 5100 on $spx by the end of 2022. The same Tommy called $167k on bitcoin by the end of 2022. He is nearly as bad as @jimcramer in terms of costing investors money https://t.co/D6KX3QMJvf 7
1623669653741469696 @SethCL @fs_insight For too many, they won’t be out of the woods until the whole forest has been cleared of trees. 6
1623667213147275265 @SamRo @fundstrat @fs_insight Beating estimates that were revised down 3 times. 5
1625346003804250116 @Stella33448324 @fundstrat @fs_insight https://t.co/i8v3FYe8zf 4

Top 3 Languages Used In Tweets


Top 10 Hashtags used

Hashtag Count
#fsinsight 3
#bitcoin 2
#cpi 2
#home 1
#usa 1
#supply 1
#inflation 1
#bigflip 1
#kraken 1
#earnings 1

Top 10 Hashtags Used In Tweets

Top 10 mentions

Mention Count
@fs_insight 214
@fundstrat 134
@marknewtoncmt 52
@jenny_deepdive 28
@cnbcovertime 21
@adam62156197 17
@sethcl 7
@samro 7
@chengyulee80 6
@twittytwitbot 6

Top 10 mentions

Wordcloud of Tweets


Emojis

Average number of emojis used per tweet

12

Emojis used in tweets

Emoji Count Emoji Text
😂 7 face_with_tears_of_joy
👇 4 backhand_index_pointing_down
👑 3 crown
🙂 2 slightly_smiling_face
😾 1 pouting_cat
🚮 1 litter_in_bin_sign
🤷‍♂️ 1 man_shrugging
👍🏼 1 thumbs_up_medium-light_skin_tone
👀 1 eyes
🍿 1 popcorn

Emojis groups

Emoji Group Count
Smileys & Emotion 13
People & Body 7
Objects 3
Symbols 1
Food & Drink 1
Travel & Places 1