@BluthCapital Avatar @BluthCapital Oh Come On!

Oh Come On! posts on X about ai, $amzn, $goog, $ntdoy the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 52.47% finance 30.25% technology brands 27.16% automotive brands 5.56% cryptocurrencies 4.32% financial services #2240 social networks 3.7% products 3.09% countries 3.09% celebrities 3.09%

Social topic influence ai 12.96%, $amzn #703, $goog #213, $ntdoy #3, vibe coding #692, $uber 4.32%, $msft 4.32%, in the 3.7%, market 3.7%, $adbe #147

Top accounts mentioned or mentioned by @pekwat @doobeedoo2 @fishtowncap @jcoviedo6 @onlyborrowed @dsabs11 @benkizemchuk @ndronen @volsignals @carrymonkey @wellwerewaiting @lowalphahighvol @deanm0riarty @aggiecapitalist @jason28108 @kcchiefingas @reinerwayn @freemanpas23201 @expensify @afpost

Top assets mentioned Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) Microsoft Corp. (MSFT) Adobe, Inc. (ADBE) Aercap Holdings N.V. (AER) Toast, Inc. (TOST) Dash (DASH) Tesla, Inc. (TSLA) Intuit Inc. (INTU) Blackstone, Inc. (BX) NVIDIA Corp. (NVDA) Altria Group Inc (MO) Vail Resorts, Inc. (MTN) Oracle Corporation (ORCL) HUBSPOT, INC. (HUBS) Mattel, Inc. (MAT) Philip Morris International Inc. (PM) Virtu Financial, Inc. Class A (VIRT) Newton Protocol (NEWT) Sandisk Corporation (SNDK) Apple, Inc. (AAPL) Block, Inc. (XYZ) American Express Company (AXP) Chipotle Mexican Grill, Inc. (CMG) Metadium (META) S&P Global Inc (SPGI) SPX6900 (SPX) Nokia Corporation (NOK) Comcast Corporation (CMCSA)

Top Social Posts

Top posts by engagements in the last [--] hours

"Literally tweeted for a year when $AER was 6x earnings but top finance ppl couldn't bear that GE had a stake to sell. That AER was buying directly from profits. GE finished and THEN it hits Sohn conference w exact same thesis (that it's dirt cheap) and rises 50%. https://t.co/fg7upZxDtT https://t.co/fg7upZxDtT"
X Link 2024-09-23T02:21Z 10.1K followers, 20.9K engagements

"The vibe-code selloff is funny because we saw exactly that last year w $GOOG - how AI Overviews & AI search were going to displace classic search. Usage of both went up - search and AI search. Making a product more useful = more use. Same at $HUBS Zero seat compression https://t.co/9PK1GKt2hY Zero seat compression https://t.co/9PK1GKt2hY"
X Link 2026-02-12T12:29Z 10.1K followers, [----] engagements

"They will IPO explicitly to offload the risk of collapse onto the public. Little the bottom layer of the pyramid scheme. Hes admitting the risk of total collapse is towards the end. Valuation should be falling into said event. Dwarkesh asks Dario a fantastic question relating to how he is so bullish on AGI yet so conservative on data center build out - Dario has an amazing take on this: Dario Amodei details the staggering financial risk of the AI race explaining that if growth continues at 10x a https://t.co/Ed99X88zwS Dwarkesh asks Dario a fantastic question relating to how he is so"
X Link 2026-02-14T03:58Z 10.1K followers, [----] engagements

"$UBER $DASH $CART yikes All grocery delivery apps in New York City (including Instacart) must now pay workers at least $21.44/hr. That number does not include tips. Companies must also provide workers with annual increases adjusted for inflation. All grocery delivery apps in New York City (including Instacart) must now pay workers at least $21.44/hr. That number does not include tips. Companies must also provide workers with annual increases adjusted for inflation"
X Link 2026-01-28T02:45Z 10.1K followers, [----] engagements

"Free [--] mo AppleTV+ from Uber. Why I dont know. To drive $EXFY signups People are saying SMBs googling the crap out of @Expensify tonight https://redeem.services.apple/uberappletv https://redeem.services.apple/uberappletv"
X Link 2025-12-13T23:27Z 10.1K followers, [---] engagements

"7 $NVDA 1st co in history to lose $1T in MC [--] $NTDOY Super Mario Galaxy Movie does $800M ww box office and #1 streaming movie [--] wks [--] $TSLA YoY Rev decline of 20%. Optimus is not offered for sale [--] SCOTUS rejects tariffs but Trump admin reinstates them under diff authority"
X Link 2025-12-25T23:01Z 10.1K followers, [----] engagements

"March [--] [----] was when $MO chose to monetize $BUD for some layup financial engineering. BUD was the same price as today but the delta was 2x as big. MO owns 8.1% of ABI worth $10B vs a $96B MC Bull buyback "frees" $725M of div payables cash flow"
X Link 2026-01-09T18:24Z 10.1K followers, [---] engagements

"I went back into $NTDOY after my prior home run - I may get insufferable again. S2 is a big success. Growing subscription service. Best IP around - Mario & Zelda movie en route Universal Parks. The Switch [--] is an actual "iPhone Upgrade Supercycle" Can't believe its down here"
X Link 2026-01-13T22:53Z 10.1K followers, 14.1K engagements

"$MTN is a microcosm of everything wrong w market regulation enshittification inflation fee structures etc. Its a monopoly on rich clientele w all the right secular tailwinds: experiences social media posting exercise fun prestige. But you hear complaints nonstop"
X Link 2026-01-18T17:12Z 10.1K followers, [---] engagements

"Everything I hear about skiing is now a remark about the weather (snow was great/terrible) coupled w a paired rave/complaint: its so nice out here + lines are terrible/so expensive. Terrible recipe for long term growth. Reminiscent of Gillette razor price complaints"
X Link 2026-01-18T17:12Z 10.1K followers, [---] engagements

"Its becoming increasingly common knowledge that you can fly to Europe to ski for an all-in price VASTLY less than $MTN properties. And the Europoors bless them will NOT tolerate similar price hikes or sales to MTN. Skiing out there is like 1990s US skiing"
X Link 2026-01-18T17:12Z 10.1K followers, [---] engagements

"I'm being lazy but doesn't $AFL hold a lot of Japanese bonds Wouldn't those holdings be getting crushed both in value and via exchange rate (fx hedging mitigates though) The old bond market adage is that yields will keep rising until something breaks. In 2022/23 rising U.S. yields "broke" several banks by March [----] (Silicon Valley Bank). Japanese yields are now at a 27-year high and going vertical. When does something "break" in Japan https://t.co/qMANhs6pIm The old bond market adage is that yields will keep rising until something breaks. In 2022/23 rising U.S. yields "broke" several banks"
X Link 2026-01-19T20:20Z 10.1K followers, [---] engagements

"The special effects are so bad I thought this was an AI fanfic fever dream. It's like The Minecraft Movie without the built-in audience. $AMZN $MAT https://www.youtube.com/watchv=ZmEx7wQI6RY https://www.youtube.com/watchv=ZmEx7wQI6RY"
X Link 2026-01-23T17:26Z 10.1K followers, [---] engagements

"$PM gunning for the gap. A sub [--] year 100% w a starting 6% dividend"
X Link 2026-01-27T17:35Z 10.1K followers, [----] engagements

"The liquidity paradox that there's just infinite exit liquidity on days like today (hours in a tight range MMs buy every dip) and then we are getting -2% -3% days because there's zero liquidity and the depth of book collapses. Cos like $VIRT just printing and printing"
X Link 2026-01-27T19:19Z 10.1K followers, [---] engagements

"$EBAY is a marketplace w no workers sells anything seller handles shipping. $DASH is a marketplace w gig workers higher return rates. One is consistently profitable reducing shares unbounded TAM. The worse one trades 100x PE & has a MC over 2x the other"
X Link 2026-01-28T02:59Z 10K followers, [----] engagements

"$446 would be entry into green channel. $466 middle. Then I'll trailing stop bc Azure can't grow forever and $MSFT is telling us without $OAI it can't hit its numbers. Fine start though. Bought some $MSFT despite D&A realities [--] At Mar [--] prices = [--] yrs "free" [--] Big passive flow beneficiary [--] Touched gap [--] The thin blue channel - that is not "real" buying. It's mechanical & abnormal. And it can happen again [--] Now a gap above [--] IV high [--] Green channel above: 🎯 https://t.co/DqnsJkJ8aN Bought some $MSFT despite D&A realities [--] At Mar [--] prices = [--] yrs "free" [--] Big passive flow beneficiary 3"
X Link 2026-01-29T21:30Z 10K followers, [---] engagements

"$NEWT keeps chugging. A whopping 6.1x PE Did its Q4 buyback at 4.4x 2026's EPS guidance lol"
X Link 2026-01-29T21:44Z 10K followers, [---] engagements

"You really gotta laugh at the hindsight in the internal $WDC $SNDK split where they were all "Send Greg to Sandisk. He sucks and saddle him with that millstone. And now those execs seeing Greg in his helicopter: A Western Digital board meeting not too long ago: https://t.co/TWCsTCVTmb A Western Digital board meeting not too long ago: https://t.co/TWCsTCVTmb"
X Link 2026-01-30T13:57Z 10K followers, [----] engagements

"Yay doubled up $NTDOY I went back into $NTDOY after my prior home run - I may get insufferable again. S2 is a big success. Growing subscription service. Best IP around - Mario & Zelda movie en route Universal Parks. The Switch [--] is an actual "iPhone Upgrade Supercycle" Can't believe its down here I went back into $NTDOY after my prior home run - I may get insufferable again. S2 is a big success. Growing subscription service. Best IP around - Mario & Zelda movie en route Universal Parks. The Switch [--] is an actual "iPhone Upgrade Supercycle" Can't believe its down here"
X Link 2026-01-30T17:05Z 10.1K followers, [----] engagements

"Waiting to learn about his $RBLX account Jeffrey Epstein was banned from Xbox Live in [----] due to harassment threats and/or abuse of other players that was severe repeated and/or excessive. Follow: @AFpost https://t.co/uJGT8KFAZZ Jeffrey Epstein was banned from Xbox Live in [----] due to harassment threats and/or abuse of other players that was severe repeated and/or excessive. Follow: @AFpost https://t.co/uJGT8KFAZZ"
X Link 2026-01-31T02:17Z 10K followers, [----] engagements

"Its quite enjoyable that $SNDK & $MU are dictating terms to $AAPL which famously crushes their suppliers. So you want to sell another $1250 iPhone at 45% margins after squeezing us to 10% for a decade You try 10% margins on this shipment. You still get the downstream"
X Link 2026-01-31T23:06Z 10.1K followers, 36.4K engagements

"A company that investors said was worth a trillion dollars last year is needing to issue at-the-market equity to afford the very thing investors for which investors bid it up. A trillion dollar co that can't finance its business through its cash flows PLUS debt market. $ORCL"
X Link 2026-02-02T01:03Z 10.1K followers, 17.1K engagements

"Epstein was arrested almost [--] years ago. Tons of emails from a decade ago. So these people have gone on being innately terrible yet powerful/connected/etc for another 25-50% of their remaining lives. Eg Summers logged [--] yrs on $XYZ board until [----] Was on $OAI board 23-25. Its a window into how upper class thinks about the rest. Next time there is some argument made by politician X. You'll get a "well what about in the epstein files when this was said". Watch the attempts to memory hole or censor this ramp up. Its a window into how upper class thinks about the rest. Next time there is some"
X Link 2026-02-02T16:31Z 10.1K followers, [----] engagements

"$RIVN needs some demand"
X Link 2026-02-02T20:28Z 10K followers, [----] engagements

"$350B valuation on $4.5B TTM Revenue. $PLTR 70% YoY growth it is What a quarter. $PLTR https://t.co/GN8fPxZJ0B 70% YoY growth it is What a quarter. $PLTR https://t.co/GN8fPxZJ0B"
X Link 2026-02-02T21:49Z 10.1K followers, 26.8K engagements

"Still is $F Eddie Bauer might close all stores in North America. There was a time in life when if you had an Eddie Bauer Edition Ford Explorer it was an incredible status symbol. https://t.co/gL1iDXn4qr Eddie Bauer might close all stores in North America. There was a time in life when if you had an Eddie Bauer Edition Ford Explorer it was an incredible status symbol. https://t.co/gL1iDXn4qr"
X Link 2026-02-03T00:50Z 10K followers, [----] engagements

"I've long held $TOST remains one of the most unique acquisition candidates.$INTU makes the most sense. But $MSFT is a dark horse (likely distracted w AI now) but the masterstroke is $AXP given the restaurant dining and hotel (small) tx processing but the restaurant supply"
X Link 2026-02-03T17:38Z 10.1K followers, [----] engagements

"For $AXP it would be both defensive and offensive - moving deeper into swipe economics ensuring widespread acceptance at cheaper locations (remember Small Business Saturday) & support even more premium card benefits. If you think this is crazy just invert:"
X Link 2026-02-03T17:38Z 10.1K followers, [---] engagements

"$NTDOY must sell 1.6M S2's this Q to beat guidance. It sold 1.3M of the old S1 last yr lol and didn't have a major motion picture debuting the day after the Q ends. Layup"
X Link 2026-02-03T21:33Z 10.1K followers, [----] engagements

"Every co that decides to take price eventually becomes tobacco. $CMG doesn't deserve a premium over $MCD anymore"
X Link 2026-02-03T21:53Z 10.1K followers, [----] engagements

"There is no company better at systems optimization than $GOOG. This is literally how they became Google - massive worldwide infra servicing when $AMZN was a bookseller. Capex spend from Google is the only AI spend that can be ROI positive. Alphabet CEO: "We were able to lower Gemini serving unit costs by 78% over [----] through model optimizations efficiency and utilization improvements." $GOOG $GOOGL Alphabet CEO: "We were able to lower Gemini serving unit costs by 78% over [----] through model optimizations efficiency and utilization improvements." $GOOG $GOOGL"
X Link 2026-02-04T21:54Z 10.1K followers, 21K engagements

"OpenAI is Netscape but worse - imagine Netscape w 20x the spend buying superbowl ads and hiring Jony Ive. Clear as day $GOOG is burying OpenAI and eyeing $NVDA's market cap as its next scalp via TPUs. If I am @sundarpichai I will bury all competing foundational models in negative gross margin tokens for eternity. I will NEVER take my foot off the pricing gas: to merely compete I will force you to dilute your equity into oblivion. Sam will drown in my tsunami of COGS. $GOOG If I am @sundarpichai I will bury all competing foundational models in negative gross margin tokens for eternity. I"
X Link 2026-02-04T21:56Z 10K followers, [----] engagements

"$GOOG vertically integrating power Ruthlessly optimizing models to reduce costs Largest industrial base to spread it over (econs of scale) Doing God's work to make AI efficient. Comes out the other side w a step function in world compute at legacy marginal costs. Alphabet CEO: "We were able to lower Gemini serving unit costs by 78% over [----] through model optimizations efficiency and utilization improvements." $GOOG $GOOGL Alphabet CEO: "We were able to lower Gemini serving unit costs by 78% over [----] through model optimizations efficiency and utilization improvements." $GOOG $GOOGL"
X Link 2026-02-05T13:51Z 10.1K followers, [----] engagements

"Now that ppl seem to like earnings perennial personal fave $VIRT has been enjoying rising NI pays a div mints during turmoil (like now) trades 7x PE & buys back stock based on a formula. The most durable alpha I've ever seen is buying $VIRT on broad market selloffs - it makes more money in high VIX environments Huge buybacks AND dividends Was sub $20 years ago & clipping $6/yr EPS https://t.co/2xPflO9Wta The most durable alpha I've ever seen is buying $VIRT on broad market selloffs - it makes more money in high VIX environments Huge buybacks AND dividends Was sub $20 years ago & clipping"
X Link 2026-02-05T16:42Z 10.1K followers, [---] engagements

"There's blowup risk yes. But it weathered Covid [----] and tariff tantrum. Nice feature is it bought Knight Capital Group after it blew up on a bad code push - this gives the co an enduring reminder to be deliberate and careful"
X Link 2026-02-05T16:42Z 10K followers, [---] engagements

"$MSFT hit $397 so I'm going to call the -16% price target of $395 a ✅. Took [--] ERs; most don't read them. $META hit $750 & +7% the first ER $GOOG was +40% prediction and hit [--] days later (1 ER) AMZN NVDA TSLA and AAPL will take longer. But 3/7 in [--] months Posting for future prices: $AAPL $150 $AMZN $160 $GOOG $250 $META $750 $MSFT $395 $NVDA $50 $TSLA $73 Posting for future prices: $AAPL $150 $AMZN $160 $GOOG $250 $META $750 $MSFT $395 $NVDA $50 $TSLA $73"
X Link 2026-02-05T18:23Z 10K followers, [----] engagements

""That's a lot of capex" "I don't care bid it up. HFSP." "That's.a LOT of capex." "You have no vision." "Input costs are skyrocketing meaning that capex ROI gets even worse." "2nd Internet Commences without you." price falls 20% "THE CAPEX IS TOO DAMN HIGH STOP""
X Link 2026-02-05T22:17Z 10K followers, [---] engagements

"Anyone saying fundies matter at these prices risks overstaying their welcome. I said it higher. But I also believe fundies dont matter. Levered dumb strats passive flows options positioning are what matters. Japan YCT. Tesla. Covid level selloff for tariffs. QED"
X Link 2026-02-05T23:19Z 10K followers, [---] engagements

"The DEPTH of the tariff tantrum was 17x CAPE. Prices have been so disconnected fr fundies for so long theres a reason why. BUT that also makes selloffs vicious bc a whole class of support (value buyers) are sidelined. Also burning shorts idiocy (theyre future buyers)"
X Link 2026-02-05T23:19Z 10K followers, [---] engagements

"After stopping it in Aug [----] turned back on DRIP in $BX for the upcoming dividends"
X Link 2026-02-05T23:42Z 10.1K followers, [---] engagements

"@Only_Borrowed The people selling picks and shovels will mint. All a matter of price bc once it turns it will be carnage. So Id trade around it and sell covered calls. Look down not up. But thats just me. I think most already missed it"
X Link 2026-02-06T01:32Z 10K followers, [--] engagements

"@Only_Borrowed And eg MSFT at $470 went to $550 but fell to $393 pretty quick while beating. So use trailing stops. Gotta have finger on Sell button. Then rebuy lower"
X Link 2026-02-06T01:35Z 10K followers, [--] engagements

"Minted again. When they sell you insurance for dirt cheapfeast. @SliceTransverse I find it hilarious that it's hitting the lowest point of the year in the final week of the year. I always scoop up various structures at very low IV especially after the proliferation of structured ETFs which blindly sell contracts pushing IV down. @SliceTransverse I find it hilarious that it's hitting the lowest point of the year in the final week of the year. I always scoop up various structures at very low IV especially after the proliferation of structured ETFs which blindly sell contracts pushing IV down"
X Link 2026-02-06T02:31Z 10K followers, [----] engagements

"Were all having fun staying poor $BTC @tunguz Extended version of interstellar with @saylor camio https://t.co/1jFGOGsrL0 @tunguz Extended version of interstellar with @saylor camio https://t.co/1jFGOGsrL0"
X Link 2026-02-06T02:34Z 10K followers, [----] engagements

"Savage $PEP Superbowl ad. Funny Coldplay Kiss Cam nod. $KO used the same Queen song when launching Coke Zero https://www.youtube.com/watchv=pPHI2zNf_ww&t=44s https://www.youtube.com/watchv=pPHI2zNf_ww&t=44s"
X Link 2026-02-06T14:24Z 10K followers, [---] engagements

"The largest ETF in the world completely dominated by TA then getting squeezed like a shitco into the close. Up $20 pts from AH lows while checks notes $AMZN sold off. This is how powerful TA & 0DTE is & thus how price writes narrative. $SPY"
X Link 2026-02-06T21:26Z 10K followers, [---] engagements

"Slippage on levered ETFs is insane. Selling the closes and buying the closes. $TQQQ is 10% off highs while $QQQ is just 5%. CTA whipsaw leveraged ETF $15B bid into the last stretch and that's all mechanics all synthetic negative gamma drove a truck through actual positive gamma between [----] and [----] and now we see who's willing to say "I'll take it" CTA whipsaw leveraged ETF $15B bid into the last stretch and that's all mechanics all synthetic negative gamma drove a truck through actual positive gamma between [----] and [----] and now we see who's willing to say "I'll take it""
X Link 2026-02-06T21:36Z 10.1K followers, [----] engagements

"$AER did $21.30 of EPS last yr against a $140 share price that was $60 end of [----] at a 5.7x PE w $10 EPS lmao It's $140 now w $21 EPS & a. 6.7x PE. 25% gain on sale for 3-4 yrs when market valued those assets at a discount despite Q after Q Send this to 35x & it's $735"
X Link 2026-02-06T22:26Z 10.1K followers, [----] engagements

"Highlights just how much passive and options are the source of returns not co performance. $AER has grown EPS as fast as $GOOG & $NVDA & has a PE priced for death. Which is OK bc it bought back 33% [--] yrs"
X Link 2026-02-06T22:26Z 10.1K followers, [---] engagements

"Poetic irony that AI bulls being hoisted by their own petard. You owned $MSFT from the literal [----] drawdown bottom. If you had an ounce of skepticism you sold the AI rip and killed it. Congrats Microsoft has now given back all relative outperformance vs the S&P500 since November [----]. The stock is now trading down 30% from its all-time high (GS) https://t.co/gd3hsiHo4N Microsoft has now given back all relative outperformance vs the S&P500 since November [----]. The stock is now trading down 30% from its all-time high (GS) https://t.co/gd3hsiHo4N"
X Link 2026-02-06T23:33Z 10K followers, [---] engagements

"On the menu at the bar: a Kobe beef burger (with fries) topped with bacon and avocado for $25. It turns out that this fancy burger cost just a few dollars more than the one at Five Guys. interesting observation and kinda true Where Did All the Cheap Restaurants Go https://t.co/jzbZIigCH9 interesting observation and kinda true Where Did All the Cheap Restaurants Go https://t.co/jzbZIigCH9"
X Link 2026-02-07T01:24Z 10K followers, [----] engagements

"I mean $ORCL is issuing shares to do capex. Bc a startup promised ORCL it will find the money. All those politicians who complained about stock buybacks. I guess companies listened and changed their behavior. https://t.co/BWingXl0LJ https://t.co/FpQSr3O09r All those politicians who complained about stock buybacks. I guess companies listened and changed their behavior. https://t.co/BWingXl0LJ https://t.co/FpQSr3O09r"
X Link 2026-02-07T01:44Z 10K followers, [----] engagements

"@buccocapital Its been public for [--] years and trades at $25B against $5B of revenue and $1B of NI. That was as high as $112B against $3B Dont worry they figured it out. $TEAM"
X Link 2026-02-07T01:52Z 10.1K followers, [----] engagements

"@FishtownCap I think last year they guided $8-9 beginning of year and did $13ish w $7 Gain on Sale can't remember. gus sandbags every year. At a [--] PE I want him to miss so it goes to [--] then he can buyback another 20% of the stock"
X Link 2026-02-07T17:18Z 10K followers, [---] engagements

"@pekwat ISPs were like franchise owners dealing w all the nitty gritty of getting the internet to users using debt to build the restaurant. BigInternet was the franchisor. GOOG Capex: $52 $91 now $185B % of rev of $350 $402 & what $435 =15% 23% and. 43%"
X Link 2026-02-07T22:11Z 10K followers, [---] engagements

"@pekwat Even AAPL's great feat was getting/training Foxconn to do the assembly & avoid the capex/headaches and run a cleaner biz. DC building is like Apple deciding to handle assembly itself"
X Link 2026-02-07T22:13Z 10K followers, [---] engagements

"Gus Kelly is an all time Outsider CEO. Levered up twice to opportunistically buy giant rivals at firesale prices (AIG's ILFC & GE's GECAS) never pumps so that he can repurchase at compelling prices ramps repurchases when $AER was below book value Led it through covid grounding @BluthCapital Numbers below. Theyll do $19 in EPS this year. Under promising is part of the strategy when repurchasing shares. He does a nice job every earnings call emphasizing long term value without pumping shares too much. https://t.co/8qqoV1FrFh @BluthCapital Numbers below. Theyll do $19 in EPS this year. Under"
X Link 2026-02-08T13:17Z 10.1K followers, [----] engagements

"The co will likely have completely repurchased the shares issues to buy GECAS w/i 6-7 years post acquisition WHILE adding a dividend. If the stock price would fall he'd do it faster. $AER"
X Link 2026-02-08T13:17Z 10.1K followers, [---] engagements

"Probably why they didnt actually ban TikTok - the opiate of the destitute youth. Gotta keep the Soma accessible. genuinely is wild seeing every single left wing political theory being proven absolutely right over the space of a few days. https://t.co/mweTyC7D7G genuinely is wild seeing every single left wing political theory being proven absolutely right over the space of a few days. https://t.co/mweTyC7D7G"
X Link 2026-02-09T00:41Z 10.1K followers, [----] engagements

"So there's a mindless bid between earnings and then only situational position for liquidity cascades that flow through to underlying"
X Link 2026-02-09T16:48Z 10.1K followers, [---] engagements

"You see this as ADRs or foreign filers' stocks move much more "with the business" than with ETF baskets"
X Link 2026-02-09T16:49Z 10.1K followers, [---] engagements

"GrubHub $AMZN Prime tie-up might be meaningful. You switch platforms and that's a LOT of spending gone from $UBER $DASH"
X Link 2026-02-10T00:53Z 10.1K followers, [----] engagements

"Its remarkable that people dont understand that the resonance of Make America Great Again above all else is make living affordable like before. THATS what ppl want: the Boomer experience. And they get it by wrecking equities. Cheap healthcare cheap houses cheap food"
X Link 2026-02-10T03:18Z 10.1K followers, [---] engagements

"Ironically Boomers want this while not understanding the glory days of their middle age entails a -40% reduction in their investment accounts. They think McDonalds will go back to $5 extra value meals while their Quantum stocks theyre punting on wont zero"
X Link 2026-02-10T03:18Z 10.1K followers, [---] engagements

"Ofc the millennials are voting for this. And allegedly forward looking markets think millennials/genZ wont control the legislature soon"
X Link 2026-02-10T03:18Z 10.1K followers, [---] engagements

"$GOOG [---] yr bond: the guy who underwrites it is probably not going to be the guy whos there when it gets repaid" Kind of wild. Most working pros believe they'll be alive 20-30 yrs from then. But [---] No way"
X Link 2026-02-10T11:51Z 10.1K followers, [---] engagements

"@dsabs11 Interesting. Given the amazon prime tie up I'm going to give it a try at some of the same restaurants I use. (normally an Uber Eats user)"
X Link 2026-02-10T12:21Z 10.1K followers, [--] engagements

"Every single economic textbook biz experience & shred of common sense would mean these have become worse businesses riskier investments & should rerate lower. Returns to owners down expenses up competitive risks up very uncertain ROI. And yet. $AMZN $GOOG $META $MSFT Big Tech is sacrificing buybacks for AI CapEx: Combined buybacks by Amazon $AMZN Alphabet $GOOGL Microsoft $MSFT Meta $META and Oracle $ORCL plunged to $12.6 billion in Q4 [----] the lowest since Q1 [----]. Share repurchases have declined -74% since the $48.0 billion https://t.co/297dEy2Llw Big Tech is sacrificing buybacks for AI"
X Link 2026-02-10T14:26Z 10.1K followers, [----] engagements

"$SPGI hit $360 premarket 35% drawdown in a month to 2020 prices. Wowza. Congrats to those who nabbed that dip"
X Link 2026-02-10T15:08Z 10.1K followers, [----] engagements

"Becoming your office vibe-coding pro is a fast track way to stop your career progression instantly. The requests will pile up and you're now responsible for all bugs and feature requests. Better to just champion a SaaS solution & rightfully take credit for the improvement"
X Link 2026-02-10T16:49Z 10.1K followers, [---] engagements

"Nothing shows the retail/professional ownership split more than TSLA up while all other Mag7 down and up more than any of them were down. The pros don't have any shares to sell"
X Link 2026-02-10T21:11Z 10.1K followers, [----] engagements

"When you own this at 45x (2.2% earnings yield) and a savings account pays 4.5% theres zero valuation support - its just been going up from trend following momentum algos that changed their mind. You had [---] yrs to unload to these mindless algos. $MCO The issue with AI-disruption FUD is that it isnt falsifiable. The fund manager selling $MCO doesnt think AI will disrupt credit ratings just that AI keeps improving & theres no clear resolution to the stocks overhang. Meanwhile MCOs earnings will keep marching higher. The issue with AI-disruption FUD is that it isnt falsifiable. The fund manager"
X Link 2026-02-11T01:28Z 10.1K followers, [----] engagements

"1. Never know whats real vs AI now but thats a big risk for consumer brands now [--]. If true (not saying it isnt) its clear $CMG has no idea what its doing strategically if this was approved. imagine weighing your food chipotle is going to ZERO private equity and restaurants dont mix https://t.co/sjyAcqUA6R imagine weighing your food chipotle is going to ZERO private equity and restaurants dont mix https://t.co/sjyAcqUA6R"
X Link 2026-02-11T01:43Z 10.1K followers, [----] engagements

"How would you run a screen/data analysis of every co that was ever a 35x PE.eventually trading to a 15x Like "92% of all stocks that ever hit 35x end up hitting 15x in the next [--] yrs" or whatnot. You'd think THAT would be tattooed into everyone more than "time in market""
X Link 2026-02-11T02:39Z 10.1K followers, 11.2K engagements

"The Turing Test has been inverted. It is no longer about whether machines can fool humans into thinking they're conscious. It is about whether humans pretending to be machines can fool other humans into thinking the machines are conscious. The answer is yes. I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old product manager in Atlanta Georgia. I make $185000 a year. I have a golden retriever named Bayesian. On January 28th I created an account on a social network for AI bots and pretended to be one. I was I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old"
X Link 2026-02-11T12:53Z 10.1K followers, [---] engagements

"@BenKizemchuk My toy observation box. One of these is nothing like the others and it very frequently moves uniquely Diamond hands retail is - flow wise - effectively past passive buying. Nothing shows the retail/professional ownership split more than TSLA up while all other Mag7 down and up more than any of them were down. The pros don't have any shares to sell https://t.co/DkVBPUKnbT Nothing shows the retail/professional ownership split more than TSLA up while all other Mag7 down and up more than any of them were down. The pros don't have any shares to sell https://t.co/DkVBPUKnbT"
X Link 2026-02-11T13:09Z 10.1K followers, [---] engagements

"Revel in the idea that you log into Moltbook and then write "Crustafarianism" and it gets parroted by MSM and AI X accounts w: THIS CHANGES EVERYTHING AI HAS CREATED RELIGION MOLTBOOK JUST BECAME SENTIENT "Crustafarianism" should be the modern "Potemkin" I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old product manager in Atlanta Georgia. I make $185000 a year. I have a golden retriever named Bayesian. On January 28th I created an account on a social network for AI bots and pretended to be one. I was I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old"
X Link 2026-02-11T13:51Z 10.1K followers, [---] engagements

"Gigantic buys of MMs trying to keep the gamma complex in check. [--] pts in [--] min then no motion for [--]. Another dump another pump to that range. Ppl using them as exit liquidity. $SPX"
X Link 2026-02-11T16:14Z 10.1K followers, [---] engagements

"$MO has been exact opposite of $IGV lately This is curious bc carry costs on shorting MO are astronomical given divvy. Also MO has "kept pace" w QQQs since summer [----] w divs considered at far less risk. Unless you bought covid or [----] low it's a wash/favors MO"
X Link 2026-02-11T22:08Z 10.1K followers, [----] engagements

"Hold on I'm about to vibe-code myself a t-shirt and bankrupt the apparel industry. Taylor Swift will never sell a concert t-shirt again"
X Link 2026-02-11T22:34Z 10.1K followers, [----] engagements

"Hold on 'bout to use this 3D printer to vibe-code $AAPL's accessory business to zero. We've seen this story before"
X Link 2026-02-11T22:36Z 10.1K followers, [---] engagements

"For successful cos AI won't be firing employees it will be adding AI features instead of hiring. Integrated SaaS platforms are the beneficiary. Like a recruiter bringing you a new entry-level SuperEmployee: No benefits load works 24/7 doesn't get tired docs everything"
X Link 2026-02-12T01:48Z 10.1K followers, [---] engagements

""I will tell you there is a huge disconnect between what is happening in terms of announcements and how investors are processing it" "It is not a how can I adopt you know name the announcement of this week" Normies don't know Opus [--] from [---] lol"
X Link 2026-02-12T01:48Z 10.1K followers, [---] engagements

"@pekwat Integrates your CRM landing pages email campaigns A/B testing builds your funnels monthly sales reports & prospecting reports. .and pushed through a 30% price increase on us and the marketing team said "if you don't pay it fire us. We literally can't do our job w/o it""
X Link 2026-02-12T01:52Z 10.1K followers, [--] engagements

"@pekwat It's Excel for marketers. Salesforce for people who don't want to bleed from their eyes every time they open it. Ripping it out would be like telling your SMB controller "sorry we are ditching Quickbooks. You will now 9-key all pmts through the Topeka Community Bank portal.""
X Link 2026-02-12T01:56Z 10.1K followers, [--] engagements

"@pekwat Got its legs as sales funnel w tight email marketing but expanded to ticket mgmt content management system trackable landing pages for promos/campaigns manage/track social media & youtube channels etc. Best analogy is it's MSOffice built around DynamicsCRM vs Excel"
X Link 2026-02-12T02:03Z 10.1K followers, [---] engagements

"@pekwat The advantage imho is that the best digital sales mgmt platform for customers will be the best for themselves. They can absorb all best practices they learn & build new products from actual feedback. It really would turn GSuite into a contender"
X Link 2026-02-12T02:11Z 10.1K followers, [--] engagements

"Hold on I'm 'bout to vibe-code Harry Potter in this newfangled awesome vibe-coding program. $AMZN Books is a zero. Hold on I'm about to vibe-code myself a t-shirt and bankrupt the apparel industry. Taylor Swift will never sell a concert t-shirt again. https://t.co/AKeO0VkDcC Hold on I'm about to vibe-code myself a t-shirt and bankrupt the apparel industry. Taylor Swift will never sell a concert t-shirt again. https://t.co/AKeO0VkDcC"
X Link 2026-02-12T02:37Z 10.1K followers, [----] engagements

"@ndronen just one example These were the "vibe coding" solutions of yore. You didn't vibe-code it; you found it on the internet to do that one thing you needed. .which eventually became part of the product you paid for anyway. Or think Chrome Extensions"
X Link 2026-02-12T02:59Z 10.1K followers, [---] engagements

"@VolSignals They're the only thing keeping the structure intact but that structure causes upward drift. You can whine (I do) that by increasing the space b/t value/growth buyers & atmospheric levels you create bigger more violent drawdowns. The "miracle" of markets was price signals"
X Link 2026-02-12T03:24Z 10.1K followers, [---] engagements

"@VolSignals Real world economic activity is influenced by price signals & they distort them. I love 0DTEs. But also think price caps on equities is the logical system addition"
X Link 2026-02-12T03:28Z 10.1K followers, [--] engagements

"Used GrubHub tonight on same restaurant. [--]. Wow is the UI terrible by comparison. What does their dev team do The Cart Sidebar disappears as you scroll for more items there's no "+/- 1" to double an order etc. Garbage. [--]. That being said avoiding $12 in fees is a layup GrubHub $AMZN Prime tie-up might be meaningful. You switch platforms and that's a LOT of spending gone from $UBER $DASH GrubHub $AMZN Prime tie-up might be meaningful. You switch platforms and that's a LOT of spending gone from $UBER $DASH"
X Link 2026-02-12T03:45Z 10.1K followers, [---] engagements

"I mean here's an example: Thanks for disappearing the pizza sidebar on a single pixel of scrolling to.restore whitespace. No "+" the pizza quantity - they hate more ordering and higher cart values"
X Link 2026-02-12T03:45Z 10.1K followers, [---] engagements

"When traveling $UBER does this reeeaaaallllly clever thing of giving you credits (I think just for Uber One) that expire pretty quickly. But when you're traveling those credits apply to rides and food. So you get "on the wheel" for the wk & create escalation of commitment"
X Link 2026-02-12T03:48Z 10.1K followers, [---] engagements

"@HedgeDirty I don't think it's bad on any level. Managing ingress and egress through the border (wall fence bridge) is the most basic function of social dynamics. Even dogs pissing on trees is an attempt to manage & establish borders and immigration"
X Link 2026-02-12T04:02Z 10.1K followers, [---] engagements

"@carrymonkey I mean I cross checked pricing was the same. Ignore the Uber Promo (not standard) and it's $64 vs $54 or 18%/$10 I'm UberOne but if Prime is going to include the fee waive.pretty compelling to switch"
X Link 2026-02-12T04:24Z 10.1K followers, [--] engagements

""I saw this video on YouTube on how to wrap bacon around meatballs and I thought - what if I wrap bacon around falafel" - could be a really cool thing. And YouTube did for you exactly what AI did for smartiepants. The evolution of Search just w a higher capex & variable costs"
X Link 2026-02-12T04:41Z 10.1K followers, [---] engagements

"The latest vibe-coding kerfuffle is people beating their chest that they.are copying pre-existing things (chunks of code API integrations) most of the time not even in a novel way but an auto-complete way. E.g. "I made X system talk to Y system and send me a report""
X Link 2026-02-12T04:41Z 10.1K followers, [--] engagements

"w $ADBE is at [----] low when the world was questionably ending worth noting that at that time its cash flows were valued at 22x EBITDA "Looking at a possible mass extinction but if not 22x EBITDA good r/r." Today's pricing of 8x maps to pre-SaaS biz model of boxed software @BluthCapital Even lower in terms of valuation https://t.co/GzzeaL6dbR @BluthCapital Even lower in terms of valuation https://t.co/GzzeaL6dbR"
X Link 2026-02-12T04:48Z 10.1K followers, [----] engagements

"Last time $ADBE was this cheap it printed boxed software sold through a retailer that took a cut and spent marketing & years trying to convince you to upgrade again. When it flipped to SaaS a flurry of free/cheap alts took a shot - they all failed"
X Link 2026-02-12T04:53Z 10.1K followers, [----] engagements

"$ADBE quite literally created Nadella's success at $MSFT. When Adobe went SaaS-only the stock was hammered. And within a year Wall Street completely flipped realizing stable ongoing rev w a stickier product was FAR superior. Without ADBE Microsoft never risks the move"
X Link 2026-02-12T04:56Z 10.1K followers, [---] engagements

"@LongShortTrader Back then was preSaaS and its CEO was buying Nokia calling the iPhone a fad and refusing to create iOS Office apps. So the valuation made sense"
X Link 2026-02-12T13:14Z 10.1K followers, [---] engagements

"$AMZN is $3 away from its gap and $10 away from its [----] peak. [--] key levels"
X Link 2026-02-12T16:30Z 10.1K followers, [----] engagements

"@doobeedoo2 They werent on iOS Ballmer was CEO and owned Nokia"
X Link 2026-02-12T18:39Z 10.1K followers, [--] engagements

"@wellwerewaiting @LowAlphaHighVol @JCOviedo6 It's a pretty lazy argument to just say "yeah in [--] years" when there are autonomous agents right now controlled by the foremost experts in AI who thus could allegedly do it this weekend. It wouldn't even be "vibe coding" given the talent there"
X Link 2026-02-13T13:53Z 10.1K followers, [--] engagements

"Epic Fail. 😏 $MTN What went wrong at Vail Resorts $MTN https://t.co/jdxc32kmTG What went wrong at Vail Resorts $MTN https://t.co/jdxc32kmTG"
X Link 2026-01-18T17:04Z 10.1K followers, [----] engagements

"I bought some $FIG $ADBE offered $20B for it. Lina Khan is out. They could bid $15B. If you've used Figma you are not concerned about AI. One of the Top [--] most impressive web applications all time"
X Link 2026-01-30T20:16Z 10.1K followers, 17.7K engagements

"Nadella is the king of buying out companies during prolonged drawdowns - took out $LNKD and $ATVI for ATHs after a 30% drawdown. Don't think $MSFT's pencils weren't sharp. We'll see a deal mid June/July. Non-AI focused"
X Link 2026-02-03T16:03Z 10.1K followers, [---] engagements

"I loaded up some $GPN in the IRA. $600M buyback being deployed at 5x earnings. It's like $NEWT except willing to buyback a lot"
X Link 2026-02-03T22:29Z 10.1K followers, [----] engagements

"I take back dinner of my AI skepticism: $GOOG Waymo is using AIs hallucinations/fantastical abilities to make regular software get better at safety. AI generated an [--] legged deer crossing the road ➡ Waymo is ready for an [--] legged deer I don't think people realize what just happened here. Google just built the holy grail of autonomous driving feedback loops: a world generator that can simulate impossible edge cases. Elephants wandering into intersections. Construction equipment materializing out of nowhere. I don't think people realize what just happened here. Google just built the holy grail"
X Link 2026-02-08T01:53Z 10.1K followers, [----] engagements

"Tell me TA and gaps are meaningless indicators of future prices. Go on. $SPGI & $MSFT $SPGI hit $360 premarket 35% drawdown in a month to 2020 prices. Wowza. Congrats to those who nabbed that dip. https://t.co/N4shHhmojK $SPGI hit $360 premarket 35% drawdown in a month to 2020 prices. Wowza. Congrats to those who nabbed that dip. https://t.co/N4shHhmojK"
X Link 2026-02-10T15:37Z 10.1K followers, [----] engagements

"This is the "flip it to IPO" bridge round. Usually free money. Got in prior round at $183B valuation. $BX"
X Link 2026-02-11T13:24Z 10.1K followers, [----] engagements

"$XYZ was added to the $SPX on July 23rd and bid up in anticipation. I wonder if the HF strats that do this will ever get sued by Vanguard etc. (Passive will lose but still.) Just billions of dollars of theft from dumb strategies & agency problems"
X Link 2026-02-11T17:22Z 10.1K followers, [----] engagements

"+110% in sub [--] yrs In CPG In tobacco From a 5.7% starting div yield Bc of a product that was staring millions in the face from behind the counter at every WBA and C-store That had already succeeded in Europe That extends the LTV of the most loyal consumers in history $PM $PM gunning for the gap. A sub [--] year 100% w a starting 6% dividend. https://t.co/OVndEYnsFK $PM gunning for the gap. A sub [--] year 100% w a starting 6% dividend. https://t.co/OVndEYnsFK"
X Link 2026-02-12T14:08Z 10.1K followers, [----] engagements

"Took some $AMZN given the resistances below. $188 was [----] peak. You get [--] yrs of growth for free"
X Link 2026-02-12T20:00Z 10.1K followers, [----] engagements

"A useful thing to remember on market cap vs float: $GSX / $GOTU was an obvious fraud. Its MC hovered $25-$35B at peak (even after a big short report). Archegos Hwang's position was $1B-$3Bish & controlled 75% of float; 10%ish MC. But selling that 10% stake = 50% drop"
X Link 2026-01-23T17:55Z 10.1K followers, [----] engagements

"Man market knows nothing about video games. There are a million open-world walk-around games. 90% of them are forgettable bombs. User interface game mechanics IP is what matters. GTA takes years to develop.not for its open-world engine. $TTWO"
X Link 2026-01-30T15:52Z 10.1K followers, [----] engagements

"Whats worse: Community-Adjusted EBITDA Or COGS-Adjusted EBITDA $SPACEX $TSLA Never forget how SpaceX calculates profit. https://t.co/1RJaOMHg8w Never forget how SpaceX calculates profit. https://t.co/1RJaOMHg8w"
X Link 2026-02-01T23:32Z 10.1K followers, [----] engagements

"ICE raids but for CEOs and all the execs that break the law. Why not just raid the $HIMS HQ. Theyre illegal drugs. No diff than criminals"
X Link 2026-02-06T23:24Z 10.1K followers, [---] engagements

"Assuming earnings are normalish $32-34ish likely serving as resistance as the channels fight it out. Center of LT channel was resistance back when nobody loved $TOST Jumps above channel & I'll sell to stay nimble. And I'm back into $TOST My main metric - market cap/location of $108k - is back to the low end of the range from [----] despite +70% more locations larger product suite and ARR/location slightly higher of $12.5k That's 8.6x for the largest SMB network outside of $INTU https://t.co/fYivkLH2I3 And I'm back into $TOST My main metric - market cap/location of $108k - is back to the low end"
X Link 2026-02-10T16:02Z 10.1K followers, [----] engagements

"Got longer today $ADBE As a tobacco investor 11x PE and tons of buybacks is in my blood. They're going to finish the $6B remaining this yr (this Q) and authorize another $25B I got long a little bit of $ADBE Simple thesis: Already shown to do $2.5B/Q & increasing at lower prices Lowest PE in [--] yrs Still growing Will re-up buyback soon Fwd guide is $23. Miss w $20 and shrink PE to [--] and you're flat. Hit $23 w mult bounce to [--] = $460 pretty quick https://t.co/77npVtNm2h I got long a little bit of $ADBE Simple thesis: Already shown to do $2.5B/Q & increasing at lower prices Lowest PE in 14"
X Link 2026-02-10T21:44Z 10.1K followers, 34.2K engagements

"$LYFT is the perfect encapsulation of how idiotic [----] was. It's now profitable and repurchasing shares and has a. -78% lower share price"
X Link 2026-02-11T02:37Z 10.1K followers, [----] engagements

"$ADBE exactly at it's [----] Covid we-are-shutting-down-the-world-and-millions-will-die low. Below even its [----] low"
X Link 2026-02-11T21:16Z 10.1K followers, [----] engagements

"Spotted: $NTDOY's Key Decision Maker Alice-mother-of-Jonas-&-Hudson after she just: vibe-coded a Mario game vibe-coded jailbreaking the Switch2 vibe-coded sideloading it vibe-coded all the bugs & keymappings vibe-coded online multiplayer .after spend $60 to go see the movie"
X Link 2026-02-11T22:32Z 10.1K followers, [---] engagements

"Said it in 2023: AI is nothing more (and nothing less) than "the world's greatest autocomplete." [--] yrs later we have no breakthroughs in anything other than "very impressive very improved auto-complete". 98% things are at some level copies of other things"
X Link 2026-02-12T04:41Z 10.1K followers, [----] engagements

"As everything becomes more inelastic $QQQ money rotating into smaller safety names causes and outsized impact. I collared some $MO for if it reverts"
X Link 2026-02-12T16:45Z 10.1K followers, [---] engagements

"Not the price action I was hoping for Can't wait to hear analysts ask about vibe-coding disruption for a restaurant POS system. Market cap of 7.2x each locations' ARR $88k/location. $TOST Given $TOST will announce a couple thousand locations added it is now at its lowest MC/location possibly since its seed round. Each location MC of $95k vs $12.5k ARR/location is 7.6x or 13% annually. Let's see some buybacks and flat headcount Given $TOST will announce a couple thousand locations added it is now at its lowest MC/location possibly since its seed round. Each location MC of $95k vs $12.5k"
X Link 2026-02-12T21:45Z 10.1K followers, [----] engagements

"Why has Google been unblemished by the AI fears now Claude and OpenAI improving theoretically remains a threat. I dont think so but notable shift from last year"
X Link 2026-02-13T02:23Z 10.1K followers, [---] engagements

"@BenKizemchuk Thoughts on [----] And why was last yr so relentless I never squared how we powered to ATH after ATH when all the current flow stuff was happening (smaller). Deficit was shrinking but gamma complex kept powering it higher"
X Link 2026-02-13T02:45Z 10.1K followers, [---] engagements

"We require APR disclosures. We have usury laws. But we let prices run to levels that assume uninterrupted perfection for [--] yrs & let employees dump shares into our 401ks for so long you believe well this is the market. Change the market. Change insider selling"
X Link 2026-02-13T03:54Z 10.1K followers, [---] engagements

"Imagine employees cant sell shares into anything but a pro-rata Dutch buyback: the COs cash flows provide exit liquidity not the NASDAQ. Imagine shorts could lever up bc price caps and thus buy (cover) to stem drops. More accurate pricing. A true market. Not a scheme"
X Link 2026-02-13T03:54Z 10.1K followers, [---] engagements

"Subordinate quant strats to fundies strats. Make the moving averages hit brick walls beyond a point. Call GME AMC TSLA PLTR etc what they are: market failures and fix the market"
X Link 2026-02-13T03:56Z 10.1K followers, [---] engagements

"Vibe coding lol @JCOviedo6 @BluthCapital They most likely did otherwise they wouldn't be using slack now. @JCOviedo6 @BluthCapital They most likely did otherwise they wouldn't be using slack now"
X Link 2026-02-13T19:33Z 10.1K followers, [---] engagements

"$SBUX makes less money than in [----] but its share price is 50% higher. Crazy it's not a sub [--] PE given "growth" doesn't really exist its largely saturated and competition is everywhere w 7Brew $BROS and $LKNCY in China It works the other way too. $SBUX https://t.co/Xzm2riN3cd https://t.co/VK33UeqXWh It works the other way too. $SBUX https://t.co/Xzm2riN3cd https://t.co/VK33UeqXWh"
X Link 2026-01-28T13:45Z 10.1K followers, [----] engagements

"A $1B box office run movie comes up a billion short of its predecessor is wild $DIS Theaters are for Animated Kids Movies. Babysitter arbitrage. Super Mario Galaxy movie is going to crush $NTDOY $CMCSA"
X Link 2026-02-03T13:56Z 10.1K followers, [----] engagements

"Releasing the Thursday before the Apr [--] Wed movie release. Repackage an S1 title add some content and remonetize. Add a billion to the bottom line. $NTDOY"
X Link 2026-02-04T17:52Z 10.1K followers, [----] engagements

"Was glorious seeing $CMCSA buy a Superbowl ad for Universal Studios that spent quite a lot of time pushing $NTDOY. And then a Pokemon ad I didn't get it"
X Link 2026-02-10T00:33Z 10.1K followers, [---] engagements

"This is a stellar Q for $HUBS See [---] of new custs picking multiple hubs bc they're all vibe-coding their own stuff /s $1B buyback is 9% of MC; $500M from May already done"
X Link 2026-02-12T01:48Z 10.1K followers, [----] engagements

"@deanm0riarty Bc its like ARPU since the location pays the SaaS & generates tx vol. [------] locations for any real world biz in any sector is a slog. Thats their magic Thats the value"
X Link 2026-02-13T03:02Z 10.1K followers, [--] engagements

"$BX & others are such a great businesses at scale. Fees for being idle. Fees for being active. At scale it's deploying $140B annually into economy clipping mgmt fees on the sizeable float. Vastly larger than $BRK's "float" & lower risk (the "policyholders" bear the losses)"
X Link 2026-01-29T13:38Z 10.1K followers, [----] engagements

"And I'm back into $TOST My main metric - market cap/location of $108k - is back to the low end of the range from [----] despite +70% more locations larger product suite and ARR/location slightly higher of $12.5k That's 8.6x for the largest SMB network outside of $INTU"
X Link 2026-02-03T17:38Z 10.1K followers, [----] engagements

"This underperformance goes straight to $BX $KKR etc. over the past [--] years you paid [--] and [--] to underperform S&P and MSCI World Index https://t.co/WHv6zBWoaI over the past [--] years you paid [--] and [--] to underperform S&P and MSCI World Index https://t.co/WHv6zBWoaI"
X Link 2026-02-06T23:27Z 10.1K followers, [----] engagements

"In [----] Musk pumped the Cybertruck preorders saying 250k had been logged. Its been on the market for [---] yrs and has sold less than 100k. (Over [----] to SpaceX) Complete flop that couldnt sell its preorder amount. $TSLA"
X Link 2026-02-07T02:20Z 10.1K followers, 68K engagements

""What problem is put it in space actually solving other than grabbing headlines" Same thing as always - selling stock to the credulous who LARP as intelligent. "DCs in Space" is so valuable to Elmo bc he can claim it's "2 maybe [--] yrs away" for 10-20 yrs. Firstly: I'm a huge SpaceX fan. I went to the first Falcon [--] launch and the first Super Heavy. I own more SpaceX gear than anything else. Secondly: I'm a very big space economics geek. I literally wrote a book on space economics (tldr: tourism is a terrible business model but https://t.co/Db9oWRsxQg Firstly: I'm a huge SpaceX fan. I went to"
X Link 2026-02-08T13:25Z 10.1K followers, 195.7K engagements

"$FISV PE of 7x in the payments space [----] prices for 3-4x the earnings repurchasing shares"
X Link 2026-02-10T15:11Z 10.1K followers, [----] engagements

"$QQQ is flat despite this The no growth phone maker at 35x The shrinking car OEM at 402x And the roundtripping cyclical at 47x. Thank your market maker"
X Link 2026-02-11T16:41Z 10.1K followers, [----] engagements

"Given $TOST will announce a couple thousand locations added it is now at its lowest MC/location possibly since its seed round. Each location MC of $95k vs $12.5k ARR/location is 7.6x or 13% annually. Let's see some buybacks and flat headcount And I'm back into $TOST My main metric - market cap/location of $108k - is back to the low end of the range from [----] despite +70% more locations larger product suite and ARR/location slightly higher of $12.5k That's 8.6x for the largest SMB network outside of $INTU https://t.co/fYivkLH2I3 And I'm back into $TOST My main metric - market cap/location of"
X Link 2026-02-12T20:12Z 10.1K followers, [----] engagements

"The trillion dollar AI co uses a SaaS chat program. Open Ai uses Slack. Open Ai uses Slack"
X Link 2026-02-13T02:13Z 10.1K followers, [----] engagements

"This is amazing. And better"
X Link 2026-02-14T12:36Z 10.1K followers, [---] engagements

"Oh the irony: [--] yrs ago $MAT which discussed its IP's hidden value was sitting atop the box office. Shares basically flat $NTDOY was #2 w SMB movie. Shares.sorta flat as well Yet NTDOY's IP has another $1B movie coming in sub [--] days"
X Link 2026-02-11T13:27Z 10.1K followers, [----] engagements

"Anyone remember FreeWare These super-useful apps that were free but asked for $10-20 donations. And remember how they all ended up doing nothing to stop SaaS How tens of millions ditched MSOffice install discs for Office365 Why do you think that happened"
X Link 2026-02-12T02:43Z 10.1K followers, [----] engagements

"RT @PlanMaestro: Tech predictions are just advertising"
X Link 2026-02-13T02:09Z 10.1K followers, [--] engagements

"Jokes aside if I were @sama Id publish a list of SaaS tools they use bc they might close the IPO window theyre planning to utilize. Open Ai uses Slack. Open Ai uses Slack"
X Link 2026-02-13T02:14Z 10.1K followers, [----] engagements

"Love when a corp account announces a fundraise and has to add its valuation. Gives up the ghost to whom their marketing. And its not the users"
X Link 2026-02-13T02:31Z 10.1K followers, [---] engagements

"Oh ok you have $30B so I guess the price should be free Imagine the Microsoft account tweeting its market cap. Gauche"
X Link 2026-02-13T02:37Z 10.1K followers, [---] engagements

"SPX is up 13.7% [--] yr QQQ +12.9% And it feels like the end of the world on X bc thousands of smart ppl were tagalongs on trading stats that had nothing to do w fundies & became exit liquidity. Brushed off billions of insider selling headlines of dotcom valuations. Price caps"
X Link 2026-02-13T03:54Z 10.1K followers, [----] engagements

"How do you look at [----] into [----] and say lets do that again"
X Link 2026-02-13T03:57Z 10.1K followers, [---] engagements

"1 year ago @SecScottBessent said Its Main Streets turn and yesterday @AGPamBondi is saying criminal prosecution is unnecessary bc the stock market is high. They are really biffing populism and about to get wrecked at midterms"
X Link 2026-02-13T04:14Z 10.1K followers, [---] engagements

"RT @RepThomasMassie: DOJ redacted information necessary to identify who sent Epstein the torture video email. @RepRoKhanna and I first d"
X Link 2026-02-13T13:55Z 10.1K followers, 16.5K engagements

"Weird this matches my experience w some Canadian friends that were stateside. Interesting: https://t.co/APnn4Ewyca Interesting: https://t.co/APnn4Ewyca"
X Link 2026-02-14T04:00Z 10.1K followers, [---] engagements

"We must resolutely prevent drastic market fluctuations & actively guide long-term and rational investment. Unlike the US which claims capitalism but steps in on market crashes and the Fed is loathe to take away the punch bowl"
X Link 2026-02-14T12:40Z 10.1K followers, [---] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing