XLI
Bull/Bear sentiment by day
XLI Mentioned Tweets
C
@commonsenseplay
userId: 1867041965172461600
3/11/2026, 12:29:47 AM
View on X >This is why the West can’t build infrastructure anymore.
It took 79,187 pages of planning documents to reopen a 3.3-mile railway in the United Kingdom!
Printed out: 14.6 miles of paperwork - 4.5× longer than the railway itself.
Approval process: 16 years!
Not the tech or capital but Pure bureaucracy!
The U.S. is no better - major projects routinely trapped in 10+ years of environmental reviews and permitting before a shovel even hits the ground.
When it takes decades to build railways, power plants, or pipelines:
- Costs explode
- Productivity stagnates
- Housing shortages worsen
- Energy supply tightens
This has an obvious knock on effect to markets, and exacerbates the housing crises and oil spikes.
Countries that finally fix permitting will unleash a massive productivity boom. If the US can solve this, especially with AI.
I am bullish long-term on:
- Infrastructure
- Power generation
- Construction
- Materials
(maybe even nuclear, just not OKLO at its current valuation).
https://t.co/4WawBpg6M6
$XLIBull
B
@Balder13946731
userId: 1814168337540436000
3/8/2026, 10:56:51 PM
View on X >期货开盘,小盘股以及工业板块受到严重冲击,不过VIX比我想象的要涨得少一些。 https://t.co/kOHdb5uY1b
$XLIBear
B
@Balder13946731
userId: 1814168337540436000
3/6/2026, 3:51:14 PM
View on X >川普说的制造业回归呢?制造业就业人数持续减少,这还是数据中心大跃进时期的结果。
难道是机器人在替代人类?感觉还没有进步到这个程度吧。
如果蓝领和白领被同步替代,那恐怕真要推行全民基础收入
$XLINeutral
B
@Balder13946731
userId: 1814168337540436000
3/5/2026, 9:08:52 PM
View on X >美国3天就用掉了比乌克兰战争5年还多的爱国者导弹。
乌克兰凭什么和以色列爸爸比待遇!
$XLINeutral
B
@Balder13946731
userId: 1814168337540436000
3/4/2026, 6:16:14 AM
View on X >相同的东西,伊朗制造要2万元,美国制造至少得20万。
$XLINeutral
L
@labubu_trader
userId: 54811865
2/19/2026, 8:10:27 AM
View on X >RT @ConnorJBates_: Slow Down CAPEX?
Chart shows the net % of FMS investors saying companies are "overinvesting"
Source: BofA FMS https:…
$XLINeutral
L
@labubu_trader
userId: 54811865
2/16/2026, 4:59:29 PM
View on X >My current holding in the trading accounts:
Long: XLU/XLI/XLE, CVX/XOM/RIG, CAT/DE/ADM, Gold, Semi caps, ORCL/IGV(closed igv/pltr puts when igv hit $80 last week), LLY, ULTA, EWU/EWG/EWJ/EWZ
Short: QQQ/ARKK, COIN/MSTR
$XLIBull
L
@labubu_trader
userId: 54811865
2/4/2026, 5:33:01 PM
View on X >When QQQ are screaming this week, I'm just chill and enjoy the show everyday.
I'm also holding $ULTA, $EL, $MNST for XLP
$CVX $XOM $MPC for XLE
$CAT $DE for XLI https://t.co/WRMYFYXHDn
$XLIBull
L
@labubu_trader
userId: 54811865
2/2/2026, 6:45:29 PM
View on X >My US stock holdings are mostly in these categories now with small exposures in the tech sectors. I'll take profits on GOOG/AMZN before the ERs. And XLF/XLI will be cut if I see any major SPX selloff coming.
In summary I'll be cautious and stay in a risk off mode for Feb.
NFA. https://t.co/HMCuqgkh89
$XLIBear
B
@Balder13946731
userId: 1814168337540436000
1/17/2026, 1:23:31 AM
View on X >做内存,做CPU,做火箭,做能源。
$XLINeutral
B
@Balder13946731
userId: 1814168337540436000
1/15/2026, 11:00:31 PM
View on X >我觉得还是要以实业为主,投机终究是投机
$XLINeutral