@convertbond has generated 401 cashtag mentions across 92 distinct tickers in 208 posts over the past 12 months, with the most recent activity on July 7, 2026. The dominant focus has been $NVDA with 58 mentions since June 2025, followed by $COPX with 34 mentions and $META with 19 mentions. The macro-focused voice has maintained consistent engagement with large-cap technology and sector rotation themes throughout the period.

Recent posts from early July 2026 reflect macro positioning and market structure observations. @convertbond highlighted the growth of passive investing vehicles, noting $SPY ETF size expanding from $19T in 2006 to $81T in 2026, and discussed upcoming earnings reports from technology leaders alongside broader themes about artificial intelligence capital expenditure cycles and quarter-end market rotation dynamics.