Sentiment check: Gold has outperformed SPX Total Return over 1-year, 2-year, 5-year, 10-year, 20-year, and 25-year time horizons, & yet US investor consensus still holds basically no physical gold 🤔 https://t.co/r4ejJDkWXV https://t.co/93guaI0f6L

Original source ↗ | February 08, 2026 at 16:33 UTC | Twitter - @lukegromen

Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: AI-related stocks/ETFs (e.g., NVDA, MSFT, GOOG, SMCI, BOTZ, ARKQ) DIRECTION: Long THESIS: The speaker believes the AI productivity boom is real and just beginning, suggesting significant future growth for companies involved in AI. SPEAKER: @krugermacro TIMEFRAME: Long-term

IDEA [5] TICKER: AI-related stocks/ETFs DIRECTION: Long THESIS: The speaker cites an argument that a significant productivity boom is underway, driven by real-world implementation outpacing official statistics, implying strong growth for innovative sectors. SPEAKER:

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Sentiment check: Gold has outperformed SPX Total Return over 1-year, 2-year, 5-year, 10-year, 20-year, and 25-year time horizons, &amp; yet US investor consensus still holds basically no physical gold 🤔 https://t.co/r4ejJDkWXV https://t.co/93guaI0f6L

Sentiment check: Gold has outperformed SPX Total Return over 1-year, 2-year, 5-year, 10-year, 20-year, and 25-year time horizons, & yet US investor consensus still holds basically no physical gold 🤔 https://t.co/r4ejJDkWXV https://t.co/93guaI0f6L