down 10%, then rallies ~7%, all on a sunday night meanwhile stocks down 1.5% SK Hynix down 7% dollar up 70bps treasuries unch hope ur long vol fam looks like this is going to bleed into stocks soon https://t.co/IAuLj8oVHq https://t.co/3HgiENn79v
Original source ↗  |  February 02, 2026 at 04:30 UTC  |  Twitter - @abcampbell

Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: SPY (or broad market index) DIRECTION: short/avoid THESIS: A government shutdown is expected to lead to market "ugliness" due to trapped liquidity in the TGA, suggesting further downside for equities. SPEAKER: @raoulgmi TIMEFRAME: short-term

IDEA [8] TICKER: SPY (or US equities) DIRECTION: short/avoid THESIS: If Warsh implements Quantitative Tightening (QT), it removes the Fed put, significantly increasing left tail risk for US equities. SPEAKER: @humacapital TIMEFRAME: medium-term

IDEA [9] T

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