Over the past 12 months, @convertbond posted 183 messages containing 370 cashtag mentions across 90 distinct tickers, establishing a focus on macro themes and sector rotation. The most frequently mentioned ticker was $NVDA with 58 mentions, followed by $COPX with 34 mentions, $META with 19 mentions, and both $MSFT and $QQQ at 16 mentions each. Recent activity from early July 2026 centered on themes including passive investing dynamics, artificial intelligence capital expenditure trends, and quarter-end market rotations between software and semiconductor sectors.