@CCM_Brett Brett
Brett posts on X about $ibkr, ai, $ntdoy, stocks the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -2.90%
- [--] Month [-------] -4.20%
- [--] Months [---------] -49%
- [--] Year [---------] -52%
Mentions: [--] #
- [--] Week [--] -74%
- [--] Month [---] -4.60%
- [--] Months [---] -35%
- [--] Year [---] -35%
Followers: [------] #
- [--] Week [------] +0.16%
- [--] Month [------] +0.40%
- [--] Months [------] +2.60%
- [--] Year [------] +14%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 56.48% finance 29.63% technology brands 15.74% cryptocurrencies 10.19% countries 9.26% gaming 3.7% products 0.93% fashion brands 0.93% currencies 0.93% celebrities 0.93%
Social topic influence $ibkr 7.41%, ai 7.41%, $ntdoy #1, stocks 6.48%, in the 5.56%, $goog 5.56%, investment #3146, growth 4.63%, market 3.7%, what is 3.7%
Top accounts mentioned or mentioned by @chitchatstocks @jerrycap @mikefritzell @fiscalai @drewcohenmoney @speedwellllc @singularityres @coorslightceo @ccmryan @omniaeronautica @grok @thestalwart @quantian1 @konstantcap @travishoium @proshopguymf1 @aaiwani @semitgtprince @speedwell_llc @fedshotthebear
Top assets mentioned Interactive Brokers Group, Inc. (IBKR) Alphabet Inc Class A (GOOGL) Remitly Global, Inc. (RELY) Wise (WISE) Coupang, Inc. (CPNG) WIX.com Ltd. (WIX) American Express Company (AXP) Strategy (MSTR) Gambling.com Group Limited (GAMB) MercadoLibre Inc (MELI) Portillo’s Inc. (PTLO) CACI INTERNATIONAL CLA (CACI) Leidos Holdings Inc (LDOS) Raytheon Technologies Corp (RTX) L3Harris Technologies Inc (LHX) SafeMoon (SFM) Oscar Health, Inc. (OSCR) Altria Group Inc (MO) Philip Morris International Inc. (PM) Amazon.com, Inc. (AMZN) Metadium (META) CAVA Group, Inc. (CAVA) Brown-Forman Corporation Class B (BF.B) Costco Wholesale Corporation (COST) Microsoft Corp. (MSFT) Netflix Inc (NFLX) Intel Corporation (INTC) Trade Desk, Inc. (TTD) Hims & Hers Health, Inc. (HIMS) monday.com Ltd. (MNDY)
Top Social Posts
Top posts by engagements in the last [--] hours
"$NTDOY maintaining a guide of [--] million SW2 units through March at the beginning of February when it likely already had sold close to [--] million units is next level management gaslighting"
X Link 2026-02-15T15:42Z 13.1K followers, 11.7K engagements
"$GAMB free cash flow yield is damn near 20%"
X Link 2025-11-11T01:59Z 13.1K followers, [----] engagements
"Today is a big one for @chitchatstocks That is because we are officially launching Emerging Moats stock research under the existing Chit Chat Stocks email newsletter. Written by yours truly Emerging Moats is a paid newsletter that will produce a stock research report every four weeks and provide regular updates on existing stocks in the Emerging Moats universe. Emerging Moats research reports will be comprehensive but not onerous reads. Each report should take a maximum of [--] - [--] minutes to finish providing enough analysis for someone to make an actionable investment decision without wasting"
X Link 2025-11-14T16:57Z 13.1K followers, 28.4K engagements
"$GAMB (disclosure: long) In FY22 - FY24 $GAMB repurchased $30.0 million of its common stock at an average price of $9.1 per share; it's currently trading at $5.3 per share In FY22 - FY24 $GAMB repurchased $30.0 million of its common stock at an average price of $9.1 per share; it's currently trading at $5.3 per share"
X Link 2025-11-26T19:36Z 13.1K followers, [----] engagements
"My dream portfolio draft picks: - $IBKR - $ADYEN - $MELI - $KRKNF - $WISE I would love to buy any of these in a market crash 🚨🚨🚨NEW PODCAST EPISODE🚨🚨🚨 Drafting Our Dream Portfolios; [--] Quality Stocks At Record Low Valuations; A Friday 8-K For The Ages (00:00) Introduction (01:48) Dream Portfolio Game (03:05) Criteria for Selecting High-Growth Companies (06:17) Drafting the Best Companies at 15x https://t.co/A19lm9AA59 🚨🚨🚨NEW PODCAST EPISODE🚨🚨🚨 Drafting Our Dream Portfolios; [--] Quality Stocks At Record Low Valuations; A Friday 8-K For The Ages (00:00) Introduction (01:48) Dream"
X Link 2025-12-05T18:13Z 13.1K followers, [----] engagements
"Cava Group: Our Mediterranean Future $CAVA - Origin story - Sustainable restaurant-level economics - Huge growth runway - Is it finally cheap - My investment decision Comprehensive research report link in bio"
X Link 2025-12-12T18:09Z 13.1K followers, [----] engagements
"1. Nintendo management prepared ahead of the SW [--] launch mitigating memory price hikes this year [--]. Inventory build will lead to a lot of springiness in the FCF rebound over the next few years A lot of cash is about to start piling up on the $NTDOY balance sheet Nintendo's inventory levels over the last decade $NTDOY https://t.co/gwo8RWvaaA Nintendo's inventory levels over the last decade $NTDOY https://t.co/gwo8RWvaaA"
X Link 2025-12-23T17:51Z 13.1K followers, [----] engagements
"Original switch outselling the PS5 $NTDOY Japan Hardware Sales For Christmas Week (12/22/25 12/28/25): 1) Switch [--] - [------] 2) Switch - [-----] 3) PS5 - [-----] 4) Xbox Series - [---] 5) PS4 - [--] Source: Famitsu https://t.co/X6woPWkv1j Japan Hardware Sales For Christmas Week (12/22/25 12/28/25): 1) Switch [--] - [------] 2) Switch - [-----] 3) PS5 - [-----] 4) Xbox Series - [---] 5) PS4 - [--] Source: Famitsu https://t.co/X6woPWkv1j"
X Link 2026-01-08T13:41Z 13.1K followers, [----] engagements
"Evolus: The Beautification Arms Race $EOLS - Market share taker in injectables - Aesthetics: cyclical or secular - Growth profile + cheap EV/GP - An operating leverage story - My investment decision for Emerging Moats"
X Link 2026-01-09T14:07Z 13.1K followers, [----] engagements
"What is your best short idea for 2026"
X Link 2026-01-10T16:32Z 13.1K followers, [----] engagements
"@JerryCap @CoorsLightCEO $BFB"
X Link 2026-01-12T14:34Z 13.1K followers, [---] engagements
"$PTLO close to $5.50"
X Link 2026-01-12T17:38Z 13.1K followers, [----] engagements
"Hard to believe this is the same state that birthed Boeing Paccar Nordstrom T-Mobile Starbucks Costco Microsoft and Amazon What great company was formed in the state of Washington in the 21st century This was the opening of the Washington State Legislative session https://t.co/rZe8nZTy9T This was the opening of the Washington State Legislative session https://t.co/rZe8nZTy9T"
X Link 2026-01-13T16:41Z 13.1K followers, [----] engagements
"Was anyone at the conference where $PTLO's talked"
X Link 2026-01-13T17:14Z 13.1K followers, [----] engagements
"Leidos Holdings $LDOS IT/software solutions for defense/intelligence agencies + civil/gov healthcare IT infrastructure - Trailing EV/EBIT of [--] strong history of revenue growth What's not to like here 🚨🚨🚨NEW PODCAST EPISODE🚨🚨🚨 A US Defense Spending Supercycle [--] Top Stocks For The Coming Spending Boom (00:00) Introduction (01:59) Exploring the Defense budget increase (10:45) Leidos $LDOS (19:20) RTX Corp $RTX (25:25) CACI International $CACI (33:26) L3 Harris $LHX https://t.co/vMI8SoNodH 🚨🚨🚨NEW PODCAST EPISODE🚨🚨🚨 A US Defense Spending Supercycle [--] Top Stocks For The Coming Spending"
X Link 2026-01-15T13:49Z 13.1K followers, [----] engagements
"Adyen you don't hear that name much anymore"
X Link 2026-01-16T21:53Z 13.1K followers, 10.5K engagements
"Thinking of buying software stocks so just know there is still 20% more pain from here"
X Link 2026-01-20T19:38Z 13.1K followers, [----] engagements
"What stock has the highest % of revenue to Danish consumer spending 🚨ALERT: In a bombshell revelation top White House officials disclosed that the United States is finalizing a staggering $700 billion cash offer to buy Greenland outright from Denmark plus $100000 lump-sum payments to each of its [-----] residentstotaling nearly $706 billion. https://t.co/KdjvNwEmjO 🚨ALERT: In a bombshell revelation top White House officials disclosed that the United States is finalizing a staggering $700 billion cash offer to buy Greenland outright from Denmark plus $100000 lump-sum payments to each of its"
X Link 2026-01-21T15:22Z 13.1K followers, [----] engagements
"I believe that is a new ATH in USD terms for $OMAB"
X Link 2026-01-21T17:11Z 13.1K followers, [----] engagements
"Sprouts Farmers Market market cap is now under $7 billion It can probably repurchase $1 billion worth of stock over the next two years $SFM"
X Link 2026-01-21T23:34Z 13.1K followers, 16.5K engagements
"- $NFLX + $WISE - SpaceX IPO leading to OpenAI/Anthropic - New microcap defense company I try to defend $INTC as a true American patriot 🚨🚨🚨NEW PODCAST EPISODE🚨🚨🚨 SpaceX and OpenAI Prepare Monster IPOs; Netflix + Wise Earnings; A New Micro Cap Defense Play (00:00) Introduction (04:46) Analyzing Wise's Impressive Earnings (14:56) Intel's Role in the AI Era (25:35) Interactive Brokers: A Business Powerhouse https://t.co/0bq2KAwY11 🚨🚨🚨NEW PODCAST EPISODE🚨🚨🚨 SpaceX and OpenAI Prepare Monster IPOs; Netflix + Wise Earnings; A New Micro Cap Defense Play (00:00) Introduction (04:46)"
X Link 2026-01-23T14:35Z 13.1K followers, [----] engagements
"$PTLO up 30% YTD"
X Link 2026-01-24T14:06Z 13.1K followers, [----] engagements
"$CPNG and $MELI Note on Coupang $CPNG vs MercadoLibre $MELI. (I recently spent time in South Korea $CPNG vans and parcels were everywhere. When I was in LATAM $MELI was much less visible). And that is kind of why I prefer owning $MELI vs $CPNG. Why Because I am more attracted to https://t.co/VfA4qrFWJ0 Note on Coupang $CPNG vs MercadoLibre $MELI. (I recently spent time in South Korea $CPNG vans and parcels were everywhere. When I was in LATAM $MELI was much less visible). And that is kind of why I prefer owning $MELI vs $CPNG. Why Because I am more attracted to https://t.co/VfA4qrFWJ0"
X Link 2026-01-28T00:35Z 13.1K followers, [----] engagements
"$WIX is an AI winner"
X Link 2026-02-04T19:43Z 13.1K followers, [----] engagements
"$TTD now trades below where it did in February 2020"
X Link 2026-02-05T18:26Z 13.1K followers, [---] engagements
"$200 billion in capex"
X Link 2026-02-05T21:23Z 13.1K followers, 32.9K engagements
"Today for Emerging Moats Stock Research Wix: A Hidden AI Winner Trading At 10x Free Cash Flow $WIX"
X Link 2026-02-06T13:56Z 13.1K followers, [----] engagements
"$HIMS is acting recklessly and its stock has a decently high chance of going to zero"
X Link 2026-02-06T16:03Z 13.1K followers, [----] engagements
"If a company is going to have to climb the wall of worrry (re: AI and software) it is ideal if they have a bunch of cash to pound the buyback If not the drawdown is just unhelpful pain for everybody"
X Link 2026-02-09T17:22Z 13.1K followers, [----] engagements
"Time to catch the $MNDY falling knife"
X Link 2026-02-09T17:52Z 13.1K followers, [----] engagements
"Tomorrow morning we figure out whether $OSCR is a zero"
X Link 2026-02-09T20:19Z 13.1K followers, [----] engagements
""I love Florida. Florida is my home. Don't listen to anyone else who has told you different. Hawaii Palo Alto I hate those places." Exclusive: Billionaire Meta CEO Mark Zuckerberg and his wife Priscilla Chan are purchasing a newly completed waterfront mansion on Miamis Indian Creek becoming the latest California billionaires to buy a home in South Florida. https://t.co/VpmTXnqUyA Exclusive: Billionaire Meta CEO Mark Zuckerberg and his wife Priscilla Chan are purchasing a newly completed waterfront mansion on Miamis Indian Creek becoming the latest California billionaires to buy a home in"
X Link 2026-02-10T14:49Z 13.1K followers, [----] engagements
"@MikeFritzell Why does google search data have any relevance"
X Link 2026-02-10T14:57Z 13.1K followers, [---] engagements
"I should just stop worrying about valuation and own Kraken Robotics A new class of undersea capability has arrived. LampreyMMAUV brings autonomous adaptable power beneath the surface designed to move fast evolve quickly and meet tomorrows missions head-on. #UnderseaWarfare #Autonomy #DefenseInnovation https://t.co/CfiNhsxSv7 A new class of undersea capability has arrived. LampreyMMAUV brings autonomous adaptable power beneath the surface designed to move fast evolve quickly and meet tomorrows missions head-on. #UnderseaWarfare #Autonomy #DefenseInnovation https://t.co/CfiNhsxSv7"
X Link 2026-02-10T15:28Z 13.1K followers, [----] engagements
"Oscar Health SG&A expense ratio $OSCR This can steadily drop to below 15% (maybe even lower) over the next five years Shout-out to @fiscal_ai for rapidly updating data"
X Link 2026-02-10T16:00Z 13.1K followers, [----] engagements
"We just asked @DrewCohenMoney whether AI will kill Chicken Coop software [--] times in a row And you know what I'm starting to think these farmers dentist offices and bowling alley owners will not be vibe coding their own software anytime soon $CSU NEW PODCAST EPISODE Will AI Kill Constellation Software With @DrewCohenMoney From @Speedwell_LLC (00:00) Introduction (03:50) Understanding Constellation Software's Business Model (06:40) The Bear Case: AI Disruption and Market Concerns (15:45) Acquisition Strategy (19:45) https://t.co/7cSyhNADvk NEW PODCAST EPISODE Will AI Kill Constellation"
X Link 2026-02-11T13:59Z 13.1K followers, [----] engagements
"$SHOP grew revenue 30% YoY which somehow means $WIX is going to zero"
X Link 2026-02-11T17:26Z 13.1K followers, [----] engagements
"This is why there should be a minimum $10 (or whatever small figure you want) for health insurance premiums Anyone who has ever taken their kid to free events vs paid events can attest to this. A five dollar cover vs free admission radically shapes the visitors. Anyone who has ever taken their kid to free events vs paid events can attest to this. A five dollar cover vs free admission radically shapes the visitors"
X Link 2026-02-13T13:31Z 13.1K followers, [----] engagements
"This week I am writing an update on Remitly Global $RELY In September of [----] the stock went public at $43 Since then revenue has compounded at 39%. Gross profit at close to 45%. Operating margin has flipped from negative to positive And yet the stock is down 75% from all-time highs. It currently trades at an EV/GP of 2x close to a record low Why doesn't it work from here https://twitter.com/i/web/status/1992838871361659124 https://twitter.com/i/web/status/1992838871361659124"
X Link 2025-11-24T06:13Z 13.1K followers, 14.5K engagements
"What is your favorite SaaS stock for the software apocalypse"
X Link 2026-01-15T15:46Z 13.1K followers, 49.9K engagements
"Did you know that $MO has outperformed $SPY on a total return basis over the last five years"
X Link 2026-02-03T13:58Z 13.1K followers, [----] engagements
"If the only bear case for $NTDOY is "there are no games announced" Then the stock is a buy Nintendo's earnings weren't pretty. And while there's lots of talk of problems from memory costs to threats from AI the biggest reason is simple: unlike its predecessor Switch [--] doesn't yet have many must-have games. My latest free to read: https://t.co/TyfOOAboTP Nintendo's earnings weren't pretty. And while there's lots of talk of problems from memory costs to threats from AI the biggest reason is simple: unlike its predecessor Switch [--] doesn't yet have many must-have games. My latest free to read:"
X Link 2026-02-04T14:07Z 13.1K followers, [----] engagements
"Why is it so difficult to aggregate IR news/SEC filings/company updates from my portfolio/watchlist Can never find a good solution to this"
X Link 2026-02-08T15:11Z 13.1K followers, 17.4K engagements
"Can Takaichi demand $NTDOY to pound the buyback"
X Link 2026-02-09T17:27Z 13.1K followers, [----] engagements
"Upcoming schedule Next week: Nintendo Week after: Airbnb"
X Link 2026-02-13T14:39Z 13.1K followers, [---] engagements
"5 international stocks @CCM_Ryan and I are interested in for [----] [--]. Grupo Aeroportuario del Sureste $SUR [--]. Grab Holdings $GRAB [--]. Hermes $HESAY [--]. Wise $WISE [--]. Bolsa Mexicana de Valores $BOLSAA What did we miss 🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 Top [--] International Stocks for [----] 00:00) Introduction (03:22) Honorable Mentions and Market Insights (03:52) Grupo Aeroportuario del Sur: A Case Study $SUR (15:38) Grab Holdings: The Super App of Southeast Asia $GRAB (30:33) Hermes https://t.co/mJd0Keoddi 🚨🚨🚨NEW PODCAST EPISODE 🚨🚨🚨 Top [--] International Stocks for [----] 00:00) Introduction"
X Link 2025-11-26T19:29Z 13.1K followers, [----] engagements
"I like $RELY as much as the next guy but let's not be bragging about 7% share count dilution (annually) since 2020"
X Link 2025-12-12T23:12Z 13.1K followers, [----] engagements
"Latest for Emerging Moats Research -Grupo OMAB: Short and Long-Term Catalysts $OMAB - Up close to 50% this year still at 11x EBITDA - Upcoming concession contract implications - Traffic growth at Monterrey airport - My plan for the stock https://www.emergingmoats.com/p/grupo-aeroportuario-del-centro-norte-0ee https://www.emergingmoats.com/p/grupo-aeroportuario-del-centro-norte-0ee"
X Link 2025-12-19T15:35Z 13.1K followers, 20.3K engagements
"$LDOS and $CACI are intriguing 🚨🚨🚨NEW PODCAST EPISODE🚨🚨🚨 A US Defense Spending Supercycle [--] Top Stocks For The Coming Spending Boom (00:00) Introduction (01:59) Exploring the Defense budget increase (10:45) Leidos $LDOS (19:20) RTX Corp $RTX (25:25) CACI International $CACI (33:26) L3 Harris $LHX https://t.co/vMI8SoNodH 🚨🚨🚨NEW PODCAST EPISODE🚨🚨🚨 A US Defense Spending Supercycle [--] Top Stocks For The Coming Spending Boom (00:00) Introduction (01:59) Exploring the Defense budget increase (10:45) Leidos $LDOS (19:20) RTX Corp $RTX (25:25) CACI International $CACI (33:26) L3 Harris"
X Link 2026-01-14T14:33Z 13.1K followers, [----] engagements
"One of the best investment reports ever on the Texas Pacific Land Trust $TPL The stock has produced a total return of over 100000% since the start of [----] Shares outstanding are down 50% over that time"
X Link 2026-01-09T18:14Z 13.1K followers, [----] engagements
"We are going to figure out whether $CSU is going to zero This week we are interviewing recurring guest @DrewCohenMoney from @Speedwell_LLC on all things Constellation Software $CSU What questions should we ask him This week we are interviewing recurring guest @DrewCohenMoney from @Speedwell_LLC on all things Constellation Software $CSU What questions should we ask him"
X Link 2026-02-09T16:48Z 13.1K followers, [----] engagements
"In subscribers' inboxes this morning Philip Morris International: The Next Phase $PM - Q4 earnings - Combustibles formula - HTU durability - Pouch uncertainty - Valuation + capital returns - My investment decision (newsletter link in bio)"
X Link 2026-02-13T14:24Z 13.1K followers, [----] engagements
"$ADYEN now trading at its lowest P/E ratio ever One of my favorite features on @fiscal_ai"
X Link 2026-02-13T14:43Z 13.1K followers, [----] engagements
"From the man who brought you Clover Health JUST IN: Chamath Palihapitiya makes a big claim that Warren Buffetts insane pre [----] returns may have benefited from access to information asymmetry not available to the public Here's what he had to say: "In [----] we introduced the law called Reg FD. And what was the point of https://t.co/8RauZBVVbQ JUST IN: Chamath Palihapitiya makes a big claim that Warren Buffetts insane pre [----] returns may have benefited from access to information asymmetry not available to the public Here's what he had to say: "In [----] we introduced the law called Reg FD. And"
X Link 2026-02-15T15:30Z 13.1K followers, [----] engagements
""Nintendo isn't investing in games for the Switch 2" $NTDOY maintaining a guide of [--] million SW2 units through March at the beginning of February when it likely already had sold close to [--] million units is next level management gaslighting $NTDOY maintaining a guide of [--] million SW2 units through March at the beginning of February when it likely already had sold close to [--] million units is next level management gaslighting"
X Link 2026-02-15T16:04Z 13.1K followers, [----] engagements
"If Cuba opens up $SUR is going to be hurt yes"
X Link 2026-01-11T13:54Z 13.1K followers, [----] engagements
"$ELF is in a 60% drawdown and still trades at 60x earnings"
X Link 2026-01-11T14:56Z 13K followers, [----] engagements
""No okay it is called Bitmine Immersion Technologies. Run by Tom Lee and funded by Crazy Cathie. They raised a bunch of funds to buy up Eth now they are investing in Mr. Beast to build DeFi for his chocolate bars on the MAVAN network.""
X Link 2026-01-16T13:43Z 13K followers, [----] engagements
"Rocket Lab has officially entered the Palantir zone Probably a nice short from here (I have zero exposure) $RKLB"
X Link 2026-01-16T17:37Z 13.1K followers, [----] engagements
"@SingularityRes What other stocks does Deutsche Bank have crazy price targets on"
X Link 2026-01-19T14:42Z 13K followers, [----] engagements
"@OmniAeronautica @SingularityRes @grok remind me of this in one year"
X Link 2026-01-19T15:39Z 13K followers, [---] engagements
"Almost every software CFO needs to be relieved of their duties SBC is 100% of OCF and 26% of Revenue $TEAM Its zero $ for shareholders zero I really didnt think it was going to be this bad https://t.co/7vAwk1W1Yk SBC is 100% of OCF and 26% of Revenue $TEAM Its zero $ for shareholders zero I really didnt think it was going to be this bad https://t.co/7vAwk1W1Yk"
X Link 2026-01-20T14:43Z 13K followers, 28.4K engagements
"New ATH for $IBKR"
X Link 2026-01-21T15:04Z 13K followers, 14.8K engagements
"The worst part about America deglobalizing is that Ray Dalio may finally be correct about something"
X Link 2026-01-21T15:16Z 13K followers, [----] engagements
"Deep down I believe $NU and $IBKR both reach a trillion dollar market cap some day"
X Link 2026-01-21T15:54Z 13K followers, [----] engagements
"Analyst: How long can you grow at 30% YoY Peterffy: As long as I walk this earth $IBKR"
X Link 2026-01-21T17:01Z 13K followers, 36.2K engagements
"$IBKR - Ramping prediction markets - Getting US banking license - Best-in-class crypto pricing + stablecoin funding - Launching zero-FX fee CC - 30% customer growth promise until Peterffy croaks All while printing a 79% pre-tax profit margin"
X Link 2026-01-21T17:54Z 13K followers, [----] engagements
"In April of last year you could have purchased $IBKR at less than 15x [----] operating earnings"
X Link 2026-01-21T18:10Z 13K followers, [----] engagements
"I don't own enough $NTDOY Switch [--] sold 4.4m units total in the US since launch. - #1 system sold in December - Fastest selling console in the US after [--] months - 35% ahead of PS4s sales pace after [--] months - Nearly 50% ahead of Switch's sales pace Source: Circana https://t.co/I2CKM57sxA Switch [--] sold 4.4m units total in the US since launch. - #1 system sold in December - Fastest selling console in the US after [--] months - 35% ahead of PS4s sales pace after [--] months - Nearly 50% ahead of Switch's sales pace Source: Circana https://t.co/I2CKM57sxA"
X Link 2026-01-22T15:46Z 13.1K followers, [----] engagements
"ServiceNow CEO looks like Al Pacino in Heat"
X Link 2026-01-22T16:09Z 13K followers, [----] engagements
"Coupang now at 1x sales $CPNG"
X Link 2026-01-22T16:54Z 13K followers, 29.4K engagements
"Friday newsletter for Emerging Moats Interactive Brokers: Changes Brewing $IBKR - Q4 earnings review - 24/7 trading predictions crypto dynamics - Growth runway - Valuation update - Is there still an emerging moat https://www.emergingmoats.com/p/interactive-brokers-changes-brewing https://www.emergingmoats.com/p/interactive-brokers-changes-brewing"
X Link 2026-01-23T14:30Z 13K followers, [----] engagements
"So we are going to get SpaceX OpenAI and Anthropic IPOs in the next six months Three companies. Three valuations pushing $1 trillion or more. All with heavy cash burn. That is the top right"
X Link 2026-01-23T14:37Z 13K followers, [----] engagements
"Looking back over the old $AXP takes What gets you to buy $DG over $AXP I think AXP wins hands down on quality moat growth prospects and management. Don't understand why you're buying DG over this unless you want to bet on a recession Tell me why I'm wrong https://t.co/3e2hDEaDqo What gets you to buy $DG over $AXP I think AXP wins hands down on quality moat growth prospects and management. Don't understand why you're buying DG over this unless you want to bet on a recession Tell me why I'm wrong https://t.co/3e2hDEaDqo"
X Link 2026-01-25T14:10Z 13K followers, [----] engagements
"Ok so what is going on with Silver"
X Link 2026-01-28T01:12Z 13K followers, [----] engagements
"I am curious what the $AMZN capex guide was yesterday and what it will be today after the $GOOG figure"
X Link 2026-02-05T15:01Z 13K followers, [----] engagements
"At what price of Bitcoin does $MSTR zero"
X Link 2026-02-05T15:04Z 13K followers, [----] engagements
"@JerryCap How does $META compete with Google"
X Link 2026-02-05T15:12Z 13K followers, [----] engagements
"@TheStalwart https://youtu.be/YqQ6D0Bu-a8si=tquxrhP5GRM35Zv5 https://youtu.be/YqQ6D0Bu-a8si=tquxrhP5GRM35Zv5"
X Link 2026-02-05T15:39Z 13K followers, [---] engagements
"Anthropic just announced they are getting into Silver"
X Link 2026-02-05T23:47Z 13K followers, [---] engagements
"Sprouts Farmers Market $SFM: - Sub 7x FCF multiple - clear path to internally funded store growth - 10% ROIC - paid down $288M of debt this year What am I missing"
X Link 2021-02-26T23:50Z 13.1K followers, [---] engagements
"If Jack Dorsey actually knew hyperinflation was here $SQ would be selling as much debt as they possibly could Until that changes it is tough to take the guy seriously"
X Link 2021-10-24T14:43Z 13.1K followers, [---] engagements
""Hi my name is $GOOG and I'm addicted to hiring useless employees""
X Link 2022-10-25T20:41Z 13.1K followers, [---] engagements
"12k layoffs with average company salary close to $300k could equate to $350k in cost savings a year per head That is $4.2 billion in total $GOOG"
X Link 2023-01-20T19:16Z 13.1K followers, 97.4K engagements
"I absolutely love that not a soul understands stock buybacks It's like we're all in a secret little elite club of financial literacy"
X Link 2023-09-14T21:09Z 13.1K followers, 189.2K engagements
"- Tinder hits 10% rev growth - Hinge growing 44% - Margins expanding - Shrinking share count - Trading at tobacco multiple as a secular grower Stock down 7% after hours $MTCH"
X Link 2023-10-31T21:54Z 13.1K followers, 408.5K engagements
"$AAPL - On verge of losing 20% of earnings from $GOOG lawsuit - Major exposure to China (both consumers/manufacturing) - App Store litigation finally showing life - WAY behind in AI (apparently) - Stock at P/E of [--] Why is this not the riskiest large cap+ right now"
X Link 2023-11-20T18:33Z 13.1K followers, 276.1K engagements
"Why I have been buying $CPNG"
X Link 2024-01-31T17:43Z 13.1K followers, 70.3K engagements
"New Boeing CEO $BA - Parks "deep in the parking lot" - Engineer - Midwest roots - moving to Seattle - Individually calls board members I've seen enough. This is the man for the job"
X Link 2024-08-08T16:22Z 13.1K followers, 72.2K engagements
"$GOOG: - Provides dozens of free services to billions of people - #1 reason we have AI superiority in USA - One of the largest earnings drivers of 401ks index funds etc. (what keeps this whole thing going) The DOJ:"
X Link 2024-10-29T22:29Z 13.1K followers, 22.4K engagements
""What's your morning routine" Druck: "I get up at 4am." Every morning routine optimizer perks up. "Guys guys an actual successful person is like us" Druck: ".And then immediately stare at my Bloomberg Terminal" Too good"
X Link 2024-11-08T20:50Z 13.1K followers, 131K engagements
"$BABA has now produced a -4% cumulative total return over the last [--] years"
X Link 2024-11-19T20:29Z 13.1K followers, 91.9K engagements
"I submitted Portillos one of my stock research podcasts from this year to the Windancer stock pitch competition. Alas it did not win the competition. The competition seemed well run (and had a huge prize worth putting in hours of research on) so if they run it again I think I will submit another idea. Any reader should consider submitting too. The last stock pitch competition submission I had was for Sprouts Farmers Market in [----]. I also didnt make it to the finals for that one. Since then Sprouts stock is close to a [--] bagger: Maybe that means Portillos will be a good investment I kid."
X Link 2024-12-02T21:38Z 13.1K followers, 59.5K engagements
"In [----] $AMZN $MSFT $GOOG and $META spent $8.2 billion combined on capital expenditures In [----] they are slated to spend $320 billion"
X Link 2025-02-07T04:16Z 13.1K followers, 50.2K engagements
"Can we get a check in on these $MSTR bros I personally am still deep in my [---] hundred hours plus of research and can't comment on the matter"
X Link 2025-02-25T19:43Z 13.1K followers, 75.6K engagements
"You'll never guess what automotive manufacturer benefits the most from 25% tariffs on Mexico and Canada Bernstein models that 25% tariffs on Canada and Mexico adds $2700 per car would wipe out 65% of GM's FCF and lead to lower profits and lower investment in the US. https://t.co/NRCjwWSPwz Bernstein models that 25% tariffs on Canada and Mexico adds $2700 per car would wipe out 65% of GM's FCF and lead to lower profits and lower investment in the US. https://t.co/NRCjwWSPwz"
X Link 2025-03-03T22:23Z 13.1K followers, 51.3K engagements
"@quantian1 Wait the EU has a 40% tariff on US goods"
X Link 2025-04-02T20:31Z 13.1K followers, 52.9K engagements
"The Last Dance"
X Link 2025-04-04T18:30Z 13.1K followers, 142.1K engagements
"At least now everyone will realize the All In crew Scamath General Ackman Loeb etc. are idiots"
X Link 2025-04-04T19:04Z 13.1K followers, 51K engagements
"When you use IBKR to buy shares of $IBKR"
X Link 2025-04-16T17:42Z 13.1K followers, 44.4K engagements
"American Express $AXP - 14% volume growth millennials + Gen Z - 13% growth internationally - 18% growth in card fee revenue - Added [---] million net new cards in the quarter The business is firing on all cylinders. If we hit a cyclical downturn and stock tanks this is a lay-up never sell purchase"
X Link 2025-04-17T17:43Z 13.1K followers, 54.2K engagements
"Why would you buy $PYPL when $AXP exists at 17x earnings"
X Link 2025-04-29T19:00Z 13.1K followers, 38.8K engagements
"In Q1 [----] $TSLA had 75% market share of EVs in the United States Today that has fallen to 43.5% Value of used Tesla's keep falling while the average used car price rises $TSLA to zero https://t.co/1zvbh3K6tv Value of used Tesla's keep falling while the average used car price rises $TSLA to zero https://t.co/1zvbh3K6tv"
X Link 2025-06-09T18:48Z 13.1K followers, [----] engagements
"Google Search is the best business ever invented and I don't think it is close"
X Link 2022-06-26T05:37Z 13.1K followers, [--] engagements
"Idea discussed on this week's episode: [--]. Equal weight portfolio in $MO $BTI $PM in non-taxable account like a Roth [--]. Don't reinvest dividends [--]. Use dividends to buy your best idea at the time Why is this dumb"
X Link 2023-11-07T20:12Z 13.1K followers, 16.3K engagements
"$MSTR has officially recovered from its dotcom bubble drawdown"
X Link 2024-11-11T18:00Z 13.1K followers, 83.8K engagements
"$RELY The Houses Big Beautiful Bill addressed the urgent need for a remittance tax. But we can go further. I'm introducing legislation to quadruple the proposed remittance tax from 3.5% to 15%. America is not the world's piggy bank. And we don't take kindly to threats. The Houses Big Beautiful Bill addressed the urgent need for a remittance tax. But we can go further. I'm introducing legislation to quadruple the proposed remittance tax from 3.5% to 15%. America is not the world's piggy bank. And we don't take kindly to threats"
X Link 2025-06-09T16:52Z 13.1K followers, [----] engagements
"Why is $RELY down in the last three months What is the narrative As the bill stands right now the remittance tax is heavily favorable to players like $RELY Stock trades at an EV/GP of [--] https://t.co/91VnLO2zZz As the bill stands right now the remittance tax is heavily favorable to players like $RELY Stock trades at an EV/GP of [--] https://t.co/91VnLO2zZz"
X Link 2025-07-02T20:00Z 13.1K followers, [----] engagements
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