@Cashflow_Cowboy Avatar @Cashflow_Cowboy Extend & Pretend Cowboy

Extend & Pretend Cowboy posts on X about in the, private equity, ai, if you 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 finance 31.68% stocks 9.9% technology brands 7.92% vc firms 3.96% social networks 2.97% celebrities 1.98% nba 0.99% currencies 0.99% travel destinations 0.99% automotive brands 0.99%

Social topic influence in the 5.94%, private equity 5.94%, ai 4.95%, if you 3.96%, tech 3.96%, liquidity 2.97%, ipo 2.97%, the new 2.97%, finance 2.97%, stocks 2.97%

Top accounts mentioned or mentioned by @tmrohan @buccocapital @ellliotttb @colingardiner @aaronperman @charlieplauche @kramer2k3 @dalibali2 @27xvii @zck @jasonascharf @highyieldharry @dadinvest @resetbasis @wsj @miamimanmemedia @elonmusk @developerharris @thisguyfuchz @loganbartlett

Top assets mentioned IBM (IBM) Microsoft Corp. (MSFT) Texas Instruments (TXN) DoorDash Inc. (DASH) Robinhood Markets, Inc. (HOOD)

Top Social Posts

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

"Illiquidity hasn't been earning its keep of late Turns out liquidity matters https://t.co/1CXeWkDg27 via @WSJ Turns out liquidity matters https://t.co/1CXeWkDg27 via @WSJ"
X Link 2026-02-15T20:08Z [----] followers, [----] engagements

"@miamimanmemedia @elonmusk The largest market cap company based in Florida is a utility that is over 2x the size of the next largest company based there"
X Link 2026-02-15T22:33Z [----] followers, [----] engagements

"Is all the back office automation for workflows coming from AI going to make it easier aka cheaper for companies to IPO or are we going to find another narrative to justify companies staying private"
X Link 2026-02-14T20:01Z [----] followers, [----] engagements

"Overpaying in recent history isn't the boogie man for go forward returns in my opinion. It's the asset flows and increased competition in the industry. Baring a large tailwind from retail flows leverage has increased multiples have increased. I think the wise view is the asset class will have less favorable prospects than the past. The industry playbooks are generally well understood compared to the past as well. Returns should compress and they have. To me the outperformance of a handful of companies from the index isn't anything new. The scale is new. But that's how public stocks always"
X Link 2026-02-15T20:17Z [----] followers, [---] engagements

"@27XVII Leverage in PE backed companies has gone up over time. A bit of interest rates a bit of the industry finding the leverage companies could tolerate. That game feels over"
X Link 2026-02-15T20:38Z [----] followers, [---] engagements

"@zck Iger should be lower based on what did with things after the fact"
X Link 2026-02-15T22:41Z [----] followers, [----] engagements

"@ColinGardiner Here's the Bessemer Venture Partners Cloud Index for about [--] years as well for reference if you want to focus on software alone. It's just been a hard decade for venture relative to public tech companies"
X Link 2026-01-10T17:58Z [----] followers, [---] engagements

"$MSFT down so bad that $IBM deemed to command a premium multiple $MSFT at 24.6x fwd earnings now topped by $IBM at 24.9x don't think anyone had that on their bingo card for [----] https://t.co/X7azFgM7xz $MSFT at 24.6x fwd earnings now topped by $IBM at 24.9x don't think anyone had that on their bingo card for [----] https://t.co/X7azFgM7xz"
X Link 2026-01-31T15:25Z [----] followers, [----] engagements

"Good MFO in Austin hiring an analyst position. Check it out if you're early in your career want to live in a great city and work with good people. https://www.linkedin.com/jobs/view/4362091443/alternateChannel=search&refId=uwXwx5leMHj4bm7aG28R2w%3D%3D&trackingId=tepB%2Fwrsze%2BjE4d4IJkKWA%3D%3D https://www.linkedin.com/jobs/view/4362091443/alternateChannel=search&refId=uwXwx5leMHj4bm7aG28R2w%3D%3D&trackingId=tepB%2Fwrsze%2BjE4d4IJkKWA%3D%3D"
X Link 2026-02-03T17:07Z [----] followers, [---] engagements

"How long does it take for finance jobs to reorient around the new tools coming out [--] year [--] years Introducing Fin: The worlds first AI Chief Financial Officer. Fin outperforms humans 100% of the time. RT + Comment FIN and Ill send you an AI agent that saves 6-7 figures/year. https://t.co/UJmyD6JEnT Introducing Fin: The worlds first AI Chief Financial Officer. Fin outperforms humans 100% of the time. RT + Comment FIN and Ill send you an AI agent that saves 6-7 figures/year. https://t.co/UJmyD6JEnT"
X Link 2026-02-04T13:24Z [----] followers, [----] engagements

"@aaronperman @charlieplauche Austin based Silicon Labs is being acquired by Texas Instruments for $7.5B cash. https://www.reuters.com/sustainability/sustainable-finance-reporting/texas-instruments-buy-chip-designer-silicon-laboratories-75-billion-deal-2026-02-04/ https://www.reuters.com/sustainability/sustainable-finance-reporting/texas-instruments-buy-chip-designer-silicon-laboratories-75-billion-deal-2026-02-04/"
X Link 2026-02-04T14:30Z [----] followers, [---] engagements

"@aaronperman @charlieplauche CesiumAstro raised $470M in a Series-C with $270M in equity. Cash will fund expanded manufacturing build out a new 270K sqft HQ and invest in product development. More hardware momentum. https://www.businesswire.com/news/home/20260202358221/en/CesiumAstro-Closes-%24470M-in-Series-C-Capital-for-Rapid-U.S.-Growth-in-2026 https://www.businesswire.com/news/home/20260202358221/en/CesiumAstro-Closes-%24470M-in-Series-C-Capital-for-Rapid-U.S.-Growth-in-2026"
X Link 2026-02-04T14:33Z [----] followers, [---] engagements

"More people talking about buying the software stocks and they keep going down"
X Link 2026-02-05T22:27Z [----] followers, [---] engagements

"@Jason_A_Scharf @DeveloperHarris Cuantos Tacos probably my favorite in town"
X Link 2026-02-06T17:21Z [----] followers, [---] engagements

"If Hill Country between Austin and San Antonio continues to grow as a weekend getaway I would love to see more buildings that look like this in that area. Whenever I pass through Texas I admire the buildings made from the local limestone. https://t.co/c8kK9DXqmk Whenever I pass through Texas I admire the buildings made from the local limestone. https://t.co/c8kK9DXqmk"
X Link 2026-02-06T17:30Z [----] followers, [----] engagements

"@ThisGuyFuchz Private equity buys businesses with moats"
X Link 2026-02-08T18:04Z [----] followers, [---] engagements

"Harvey raises money like pre-IPO DoorDash Financing histories for Harvey and DoorDash. https://t.co/ardCv0crrG Financing histories for Harvey and DoorDash. https://t.co/ardCv0crrG"
X Link 2026-02-09T20:26Z [----] followers, [----] engagements

"What a saga if the Adelson's only bought the team to build a huge casino to go with a new Mavs arena and the only result of their tenure is nuking the franchise by trading Luka and selling after a few years because they couldn't get legalized gambling in Texas. A Dallas Investor Group Supposedly Wants To Partner With Mark Cuban So They Can Buy Back The Dallas Mavericks https://t.co/nsjWQoMoDG https://t.co/RbM3Hmf6f5 A Dallas Investor Group Supposedly Wants To Partner With Mark Cuban So They Can Buy Back The Dallas Mavericks https://t.co/nsjWQoMoDG https://t.co/RbM3Hmf6f5"
X Link 2026-02-10T17:35Z [----] followers, [----] engagements

"@loganbartlett You want to start a hedge fund together"
X Link 2026-02-10T18:28Z [----] followers, [---] engagements

"@kramer2k3 I'm sure Mavericks fans won't be sad to see them go"
X Link 2026-02-10T18:37Z [----] followers, [--] engagements

"@HighyieldHarry @tryshortcutai My usage with this is getting rather intense"
X Link 2026-02-10T21:40Z [----] followers, [---] engagements

"Hard tech town Today were excited to announce that weve raised more than $935M in Series A funding with a $520M Series A-X extension round bringing our total capital raised to nearly $1B. This milestone is a powerful vote of confidence in our mission: building AI-powered humanoid robots Today were excited to announce that weve raised more than $935M in Series A funding with a $520M Series A-X extension round bringing our total capital raised to nearly $1B. This milestone is a powerful vote of confidence in our mission: building AI-powered humanoid robots"
X Link 2026-02-11T16:08Z [----] followers, [----] engagements

"People like living by the ocean. There are two states (California and Florida) where homeowners are spending at least 30% of their income on housing . North Dakota is on the opposite end with a share of 15.1% @DataArbor @uscensusbureau https://t.co/AZchsjJniT There are two states (California and Florida) where homeowners are spending at least 30% of their income on housing . North Dakota is on the opposite end with a share of 15.1% @DataArbor @uscensusbureau https://t.co/AZchsjJniT"
X Link 2026-02-11T16:11Z [----] followers, [----] engagements

"There were [--] unicorns in the world valued at $20B+ according to CB Insights as of October [----]. I struggle with this framing to justify pricing when the exit range only applies to 1-2 companies per year. This view needs more grounding. Seed is now "too expensive" Reality: top seed valuations have not grown as fast as top seed exits. [----] seed: pay $10M exit at $20B in [----] [----] seed: pay $35M exit at $80B in [----] Put differently exits quadrupled while valuations tripled. https://t.co/peTKP60WFq Seed is now "too expensive" Reality: top seed valuations have not grown as fast as top seed exits."
X Link 2026-02-11T18:46Z [----] followers, [----] engagements

"@tmrohan I certainly understand that. VC will struggle as an asset class if the whole ecosystem operates this way. Just not enough companies that can do that"
X Link 2026-02-11T18:48Z [----] followers, [--] engagements

"@tmrohan And all of equity investing is game of outliers. You can point to that being true in PE and public markets as well"
X Link 2026-02-11T18:48Z [----] followers, [--] engagements

"@tmrohan If you want to be at the upper outcomes of returns it's true for PE too. Imo to be most consistent you need to compare what needs to happen to get to top decile to top decile. You need big wins to breakout. Helps adjust for the beta"
X Link 2026-02-11T18:52Z [----] followers, [--] engagements

"@tmrohan Have seen enough funds do better than 3x net which most VC funds don't do that haven't played this game to be skeptical of this perspective"
X Link 2026-02-11T18:53Z [----] followers, [--] engagements

"Officially launched This ties into my passion project of doing more for the college students in town to learn more about entrepreneurship mostly around early-stage tech. Feel free to message me if you want to learn more. Excited for where this could go Any guidance on starting a newsletter Working on something very localized that's a passion project. Curious as to thoughts on getting distribution consistency content platform to use etc. Any guidance on starting a newsletter Working on something very localized that's a passion project. Curious as to thoughts on getting distribution consistency"
X Link 2026-02-11T19:22Z [----] followers, [----] engagements

"@Jack_Raines Hard disagree here. The narrative and framing got out of control during Covid. City still one of the fastest growers a top [--] MSA. Early stage metrics on deals and dollars are improving. Is it a SF or NYC competitor no. Saying it was then was silly"
X Link 2026-02-11T21:25Z [----] followers, [----] engagements

"With the quarterly ritual of Austin discourse hitting the timeline a reminder that the 25th largest MSA getting as much attention as it does means something"
X Link 2026-02-11T22:06Z [----] followers, [---] engagements

"I love these Ramp insights [--] in [--] businesses on Ramp now pay for Anthropic. A year ago it was [--] in [--]. Latest Ramp AI Index shows Anthropic surged from 16.7% to 19.5% of businesses while OpenAI slipped to 35.9%. The natural question: is Anthropic winning at OpenAI's expense I think popular analyses https://t.co/Vzy9Z4fYsB [--] in [--] businesses on Ramp now pay for Anthropic. A year ago it was [--] in [--]. Latest Ramp AI Index shows Anthropic surged from 16.7% to 19.5% of businesses while OpenAI slipped to 35.9%. The natural question: is Anthropic winning at OpenAI's expense I think popular analyses"
X Link 2026-02-12T14:57Z [----] followers, [----] engagements

"@gkamstra I do love the New England aesthetic and I have almost no experience up there"
X Link 2026-02-12T14:59Z [----] followers, [--] engagements

"The examples people have put up here are underwhelming at best. But I've been impressed at what I've been able to put together. I break up the process into smaller more specific tasks and you can get pretty solid product doing so. Most of AI built financial models and DCFs are pure slop and the people hyping them are too naive to realize it . https://t.co/Sxn04aCNfj Most of AI built financial models and DCFs are pure slop and the people hyping them are too naive to realize it . https://t.co/Sxn04aCNfj"
X Link 2026-02-12T15:03Z [----] followers, [----] engagements

"It's not going to happen but if it did. Imagine how different the world will be when all these Tech bros moving from San Francisco to Miami go from being autistic incels in land of the woke to surrounded by smoking hot latinas in land of DeSantis Imagine how different the world will be when all these Tech bros moving from San Francisco to Miami go from being autistic incels in land of the woke to surrounded by smoking hot latinas in land of DeSantis"
X Link 2026-02-12T15:06Z [----] followers, [----] engagements

"Let met tell you. That's what I love about these private market SaaS marks man public multiples get nuked and privates stay the same"
X Link 2026-02-12T22:21Z [----] followers, [----] engagements

"RT @PLM_Pimp: Gentrifence"
X Link 2026-02-13T00:21Z [----] followers, [--] engagements

"Waiting on the IPO It's official: Anthropic raises $30 billion https://t.co/1bHdKrI8o9 It's official: Anthropic raises $30 billion https://t.co/1bHdKrI8o9"
X Link 2026-02-13T14:27Z [----] followers, [---] engagements

"We used to be a society An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"
X Link 2026-02-13T15:22Z [----] followers, [---] engagements

"As a frequent Southwest flier Im not excited about the changes Elliott pushed for. As a business experiment Im interested to see how spreadsheeting decision making faces up with customer behavior and branding realities. Elliott Management the activist investor that pushed @SouthwestAir to enact significant and sometimes controversial changes appears to be stepping back from the Dallas-based carrier. https://t.co/sHH6cuIDcn https://t.co/c5uGsmfF9w Elliott Management the activist investor that pushed @SouthwestAir to enact significant and sometimes controversial changes appears to be stepping"
X Link 2026-02-13T16:07Z [----] followers, [----] engagements

"Hasn't Ellison mostly been based out of Hawaii for some time or do I have that wrong Confirmed wealth that's relocated out of California: Mark Zuckerberg $229B Larry Page $271B Sergey Brin $250B Larry Ellison $199B+ Peter Thiel $27.5B Don Hankey $8.2B Confirmed wealth that's fled: Over $1 TRILLION. That's Confirmed wealth that's relocated out of California: Mark Zuckerberg $229B Larry Page $271B Sergey Brin $250B Larry Ellison $199B+ Peter Thiel $27.5B Don Hankey $8.2B Confirmed wealth that's fled: Over $1 TRILLION. That's"
X Link 2026-02-13T16:22Z [----] followers, [----] engagements

"I think I've crossed the point where I spend more time using agents with excel than I do any manual efforting"
X Link 2026-02-13T18:40Z [----] followers, [---] engagements

"@pavelprata Great to do. Unfortunately many LPs dont have good founder networks and dont invest in building them"
X Link 2026-02-13T19:11Z [----] followers, [---] engagements

"@DadInvest Why not two"
X Link 2026-02-13T19:20Z [----] followers, [---] engagements

"Founders Fund and a16z returns over time. Both firms obviously have had incredible success. My big takeaway from this is how important the vintage year and overall environment for venture was for these Tier 1s. Net TVPI for the equivalent vintage year is pretty close between the firms. TVPI for '14 and '17 vintages very close to each other. FF pulling that off for '17 with marginally larger dollars. Both had epic outcomes. Both showing signs of return compression either from AUM expansion overall environment changes or a combination of both. Outcomes eerily tracking in lockstep at the moment."
X Link 2026-02-13T19:31Z [----] followers, 15.2K engagements

"My thinking would be as the funds get bigger there are only so many companies that can absorb the capital needed to be deployed by larger funds to your point on plowing dollars into the companies that work. Fund gets bigger not a huge opportunity set coinvest odds go up outcomes looking similar because portfolios overlap. Cant differentiate as much as the fund aum goes up. Can still get good outcomes but the relative differentiation erodes. https://twitter.com/i/web/status/2022415347060715712 https://twitter.com/i/web/status/2022415347060715712"
X Link 2026-02-13T20:59Z [----] followers, [--] engagements

"Private markets have been closed to everyday investors for too long. Robinhood Ventures Fund I is changing that by expanding access to private companies at the frontiers of their industries. Tune in live in the app on X and YouTube for the unveiling followed by a live Q&A with https://t.co/WnKGNvJmMp Private markets have been closed to everyday investors for too long. Robinhood Ventures Fund I is changing that by expanding access to private companies at the frontiers of their industries. Tune in live in the app on X and YouTube for the unveiling followed by a live Q&A with"
X Link 2026-02-13T21:06Z [----] followers, [---] engagements

"3x net will always keep you in business Later stage is just less differentiated more commoditized more math driven. The companies of the last [--] years or so have been eating so much capital these Tier 1s almost take turns buddying up together. Starting to feel like a beta product though it can still be a very attractive one more than an alpha one. https://twitter.com/i/web/status/2022418579430211921 https://twitter.com/i/web/status/2022418579430211921"
X Link 2026-02-13T21:12Z [----] followers, [--] engagements

"@litcapital LPs decided to pay 2/20 for exposure they used to be able to get for the cost of an index fund. And here we are"
X Link 2026-02-13T22:16Z [----] followers, [---] engagements

"@netcapgirl Cant support GRRM anymore. Taken too much of my life without being serious about finishing the books"
X Link 2026-02-14T17:29Z [----] followers, [----] engagements

"WSJ has interesting numbers on the state of Private Equity in an article today. Thinking through capital dynamics the industry is in a difficult spot and I'm having trouble imagining how this works out generally positively for investors of existing funds. WSJ chart shows the volume of companies to be sold. Sponsor acquisitions represent about half of deals recently. Fundraising is declining and there is a lower amount of dry powder compared to value on the books of unsold companies relative to history. Where is the capital going to come from to purchase all of these assets Institutional"
X Link 2025-04-18T13:56Z [----] followers, 246.2K engagements

"@Jason_A_Scharf @a16z @Codie_Sanchez @SiliconVlyBank Disappointing but more a reflection of the research teams work product @SiliconVlyBank than anything going on here. Team in town works hard"
X Link 2026-02-14T16:47Z [----] followers, [---] engagements

"@dalibali2 Just say no to reading Dalio"
X Link 2026-02-16T15:18Z [----] followers, [---] engagements

"@modestproposal1 Microsoft cancelling data centers"
X Link 2025-04-08T20:01Z [----] followers, [----] engagements

"Its almost like you need to return capital to get new capital to deploy PE Fundraising is getting pretty brutal. Hard to believe that the last two weeks have made it better. https://t.co/UicbfUm12G PE Fundraising is getting pretty brutal. Hard to believe that the last two weeks have made it better. https://t.co/UicbfUm12G"
X Link 2025-04-16T12:36Z [----] followers, 93.4K engagements

"@anothercohen NYC almost 10x the size of Austin on a MSA basis. Volume is real"
X Link 2025-04-17T00:47Z [----] followers, 10.9K engagements

"Private equity peaked as a profession Yale is rumored to be selling a $6B PE portfolio. As of June [----] the endowment was $41.4B so its roughly 15% of the endowment for sale. The last time I can find a disclosure of the portfolio allocation LBOs were 17.5% and illiquids were 45% with a target of 50%. https://t.co/qyAgAfDeaM Yale is rumored to be selling a $6B PE portfolio. As of June [----] the endowment was $41.4B so its roughly 15% of the endowment for sale. The last time I can find a disclosure of the portfolio allocation LBOs were 17.5% and illiquids were 45% with a target of 50%."
X Link 2025-04-19T15:08Z [----] followers, 88.8K engagements

"I'll be curious to see how private equity and venture capital adapt to a different world going forward. We can't go from [--] to 40% alts in institutional portfolios again. We won't have a multi-decade secular decline in interest rates again. The open investment land was conquered and empires were built. The room to do so is essentially gone. Big universities selling their illiquid PE funds is not getting the press it deserves. Im super curious about what the knock on effects are here. Big universities selling their illiquid PE funds is not getting the press it deserves. Im super curious about"
X Link 2025-04-22T16:22Z [----] followers, 54.6K engagements

"There aren't enough good businesses and ideas for the amount of capital in private markets Series A and B has never been more competitive. Just got off a call with a Series B investor who did [---] customer reference calls just to be able to package them to the founders to encourage them to take a first meeting. Company was at $5M ARR. Another level competition. Series A and B has never been more competitive. Just got off a call with a Series B investor who did [---] customer reference calls just to be able to package them to the founders to encourage them to take a first meeting. Company was at"
X Link 2025-04-23T13:07Z [----] followers, 11.3K engagements

"@CGasparino Reads to me like they had no idea what they were doing trying to do and found out they cant cut deals with the whole world at once. Hows that even happen if theyre competent"
X Link 2025-04-23T23:32Z [----] followers, [----] engagements

"Eras of finance Twitter I do not miss (and currently don't like): - Technical analysis the only analysis - Keith McCulloughsance - VCs discovering margins & unit economics - Real estate grifting galore - The hustle porn era (startups side gigs etc.) - Rise of the Coiners Pomp NFTs laser eyes - Chamath SPACing people into poverty with one pagers - VC nonsense to justify crypto - Attack of the 'Guy' Accounts - PC/Woke Cancel Culture Gestapo (ex. Taylor Lorenz) - VCs arguing accredited investor rules are keeping people poor - SVB WEEKEND and really anything from that podcast - Elon's Pump the"
X Link 2025-04-25T19:17Z [----] followers, 15.6K engagements

"I really enjoy how the 'goal' of venture funds as told to their investors is to be a top decline fund with a 3x net. The math highlighted here is part of why I believe $QQQ is a superior investment straight up and not accounting for liquidity over the mega funds. There has been lots of talk recently about how the new cohort of mega funds might play out in venture. Josh had the most cogent analytical take I've heard the "venture arrogance score". https://t.co/5rwdvSCRgC There has been lots of talk recently about how the new cohort of mega funds might play out in venture. Josh had the most"
X Link 2025-05-02T12:26Z [----] followers, [----] engagements

"@baldridgecpa You win worst take on the internet today"
X Link 2025-05-02T14:55Z [----] followers, 18K engagements

"Back when they hosted students for visits to Berkshire Hathaway I made the trip and was lucky enough to sit right next to Warren at the lunch for the event. I asked him for a story about the GFC and he gave me a good one. Was a highlight for me. Congratulations on a great career 🐐🐐 5502284% https://t.co/GJfB359pk0 5502284% https://t.co/GJfB359pk0"
X Link 2025-05-03T18:39Z [----] followers, 65K engagements

"Private market jobs going forward will generally be less creative more competitive funds will have lower returns and the career path be less appealing than it used to be. Private equity and venture capital are no longer growth industries as a profession. Venture capital has transitioned from a high-margin boutique business to a low-margin commoditised industry. There is no going back. Venture capital has transitioned from a high-margin boutique business to a low-margin commoditised industry. There is no going back"
X Link 2025-05-04T19:17Z [----] followers, 16.9K engagements

"A grifter who cant raise institutional capital looking to get money from retail tells you all you need to know about private markets becoming available to the retail channel"
X Link 2025-05-26T22:43Z [----] followers, 187.7K engagements

"Harvey raised another $300 million four months after its prior $300 million financing. Per the source article Harvey has [---] employees and [---] legal clients. At just over $800 million raised in less than three years. I still haven't found positive feedback on the product 🤷♂🤷♂ Handful of people I've talked to in the legal tech world are mystified at Harvey. They don't have much positive feedback about Harvey from their customers. Sounds like still figuring out the product. Company just raised $300M after $100M in July '24. https://t.co/GbIUkNZrIZ Handful of people I've talked to in the legal"
X Link 2025-06-23T15:29Z [----] followers, 91.5K engagements

"@JerryCap I think IRR is mislead here since it doesn't account for having capital set aside to be called. Not only is there the cash drag but the IRR gets juiced up by using debt facilities at the fund level to delay capital calls"
X Link 2025-06-26T13:59Z [----] followers, [----] engagements

"Just got cold LinkedIn outreach to invest with Alumni Ventures"
X Link 2025-11-17T18:55Z [----] followers, [----] engagements

"Cool company growing up here in Austin Nice way to end the year celebrating @AaloAtomics shipping the first reactors off the assembly line here in Austin. State officials and suppliers showed up in force to support Texas to be the headquarters of the nuclear renaissance. 👏👏@MattLoszak @yasir_fission https://t.co/2HUB7i5AVS Nice way to end the year celebrating @AaloAtomics shipping the first reactors off the assembly line here in Austin. State officials and suppliers showed up in force to support Texas to be the headquarters of the nuclear renaissance. 👏👏@MattLoszak @yasir_fission"
X Link 2025-12-16T18:45Z [----] followers, [----] engagements

"S3 Ventures announces their $250M fund VIII. Congratulations to @aaronperman @charlieplauche and the rest of the team https://www.businesswire.com/news/home/20251216395654/en/Austins-S3-Ventures-Celebrates-20-Years-and-Announces-%24250M-Fund-VIIIutm_source=newsletter.strictlyvc.com&utm_medium=newsletter&utm_campaign=svc-beehiiv&_bhlid=7f905ebc81c4423fbaf73a76b0e47e0317c982a4"
X Link 2025-12-17T18:05Z [----] followers, [---] engagements

"Would love to know the real details of Soho House's take private deal hitting a snag with the lead MCR not being able to fund its equity commitment"
X Link 2026-01-09T01:12Z [----] followers, [----] engagements

"VCs getting liquidity Capital One acquires Brex for $5 billion https://t.co/nidTXBCwgC Capital One acquires Brex for $5 billion https://t.co/nidTXBCwgC"
X Link 2026-01-22T21:47Z [----] followers, [----] engagements

"It is genuinely remarkable how much money you can make by watching negative sentiment reach a fever pitch on FinTwit and then buying Works over and over and over and over It is genuinely remarkable how much money you can make by watching negative sentiment reach a fever pitch on FinTwit and then buying Works over and over and over and over"
X Link 2026-01-26T21:57Z [----] followers, [----] engagements

"@buccocapital Ever fafo with options in this world or stick to stocks"
X Link 2026-01-26T21:58Z [----] followers, [----] engagements

"Austin ahead of Paris is pretty sick"
X Link 2026-01-28T22:11Z [----] followers, [---] engagements

"Florida saw only marginal gains in net migration from other states in [----]. Big change relatives to the prior four years"
X Link 2026-01-28T22:17Z [----] followers, [---] engagements

"Top [--] startup geos for [----] according to Dealroom data. Bay Area: $154 billion raised Next 9: $118 billion raised. Yes a lot of the Bay number comes from a tiny number of AI labs - but it's still pretty wild. Data shows fundraising based on headquarters location https://t.co/2y6VQuweH7 Top [--] startup geos for [----] according to Dealroom data. Bay Area: $154 billion raised Next 9: $118 billion raised. Yes a lot of the Bay number comes from a tiny number of AI labs - but it's still pretty wild. Data shows fundraising based on headquarters location https://t.co/2y6VQuweH7"
X Link 2026-01-29T16:36Z [----] followers, [---] engagements

"It's the collapse of software and the ascent of hardware and it is staggering. Just staggering It's the collapse of software and the ascent of hardware and it is staggering. Just staggering"
X Link 2026-01-30T13:39Z [----] followers, [---] engagements

"Couple of comments on John's thoughts where I disagree with his opinions on PE here. Adding leverage on companies does in fact increase risk. Some of this increase in PE/VC backed bankruptcies in the chart below is surely due to increase in size of those asset classes but unlikely to explain all of the % growth. PE accounted for more than it's share of large bankruptcies in [----]. Apple has a ton of cash outside of the US. I believe moving it over has material tax impact and to just say they're running suboptimal leverage over simplifies leverage and tax policy for many large tech companies."
X Link 2026-02-01T19:00Z [----] followers, [----] engagements

"@devahaz I'm assuming Arnold and the Expendables doesn't qualify He's one short on Conan"
X Link 2026-02-02T02:08Z [----] followers, [---] engagements

"Sooooo we're going to have even more independent sponsors out there Why Private Equity Is Suddenly Awash With Zombie Firms Hundreds of private equity firms are now drowning in a sea of competition searching for lifeboats of new capital as they cling to portfolios of nearly unsaleable investments. Meanwhile their investors are losing https://t.co/DFh57p6FQs Why Private Equity Is Suddenly Awash With Zombie Firms Hundreds of private equity firms are now drowning in a sea of competition searching for lifeboats of new capital as they cling to portfolios of nearly unsaleable investments. Meanwhile"
X Link 2026-02-02T18:56Z [----] followers, [----] engagements

"@BuySellSMB Won't hear any push back from me https://x.com/Cashflow_Cowboy/status/2011827076802793953s=20 Over the last three years investment banks stocks materially outperformed the alternative asset managers. The green is Morgan Stanley. https://t.co/4PbYp0KP6u https://x.com/Cashflow_Cowboy/status/2011827076802793953s=20 Over the last three years investment banks stocks materially outperformed the alternative asset managers. The green is Morgan Stanley. https://t.co/4PbYp0KP6u"
X Link 2026-02-02T19:37Z [----] followers, [---] engagements

"@ColinGardiner @yonderventures @RyanHibbison @VCJournal"
X Link 2026-02-03T13:45Z [----] followers, [---] engagements

"@EllliotttB People invest in REITs"
X Link 2026-02-03T16:40Z [----] followers, [---] engagements

"Harvey is flat though Anthropic out with a legal tool. Just contract reviewing for now but a future problem for $LZ and $LAW https://t.co/HV7ECFTFg4 Anthropic out with a legal tool. Just contract reviewing for now but a future problem for $LZ and $LAW https://t.co/HV7ECFTFg4"
X Link 2026-02-03T21:29Z [----] followers, [----] engagements

"My timeline generally his a skew towards technology related topics and companies but the SaaS hate/dunking on here is pretty spectacular. I'm struggling to think of any FinTwit era with so much commentary on a sector drawdown"
X Link 2026-02-03T22:33Z [----] followers, 10.4K engagements

"@buccocapital Player Haters Ball of FinTwit"
X Link 2026-02-03T23:13Z [----] followers, [---] engagements

"@EllliotttB Midwest office insulated"
X Link 2026-02-04T00:42Z [----] followers, [----] engagements

"@dalibali2 Textbook ShitCo"
X Link 2026-02-04T00:47Z [----] followers, [---] engagements

"@EllliotttB @J264B Is the increase in REIT market cap equal to the value of two Tampa Bay McDonald's"
X Link 2026-02-04T16:53Z [----] followers, [--] engagements

"@compound248 @firstadopter Wont be Jaguar iPaces forever. But yes they are great"
X Link 2026-02-05T13:35Z [----] followers, [--] engagements

"@EllliotttB @bobbyfijan I like shortcut better at the moment"
X Link 2026-02-05T22:39Z [----] followers, [--] engagements

"@jamesonhaslam @JamesonCamp"
X Link 2026-02-06T02:21Z [----] followers, [--] engagements

"From experience I can say pay higher property taxes If you had NO STATE INCOME TAX what would you do with those extra dollars Serious answers only. If you had NO STATE INCOME TAX what would you do with those extra dollars Serious answers only"
X Link 2026-02-06T17:25Z [----] followers, [----] engagements

"@resetbasis Jealous"
X Link 2026-02-06T21:29Z [----] followers, [---] engagements

"@EvilMopacATX Going to be a rough couple of years for you with the I-35 expansion"
X Link 2026-02-06T21:47Z [----] followers, [---] engagements

"@ColinGardiner Have companies that kick ass"
X Link 2026-02-07T18:11Z [----] followers, [---] engagements

"Firefly Aerospace filing for the IPO. Imagine we'll have a few more hardtech companies in Austin make it public in the next [--] years. https://x.com/IPOtweet/status/1949812120909992422 Space tech developer Firefly Aerospace sets terms for $599 million IPO $FLY $IPO #IPO https://t.co/hlALQcZYml https://x.com/IPOtweet/status/1949812120909992422 Space tech developer Firefly Aerospace sets terms for $599 million IPO $FLY $IPO #IPO https://t.co/hlALQcZYml"
X Link 2025-07-28T15:58Z [----] followers, [----] engagements

"Any guidance on starting a newsletter Working on something very localized that's a passion project. Curious as to thoughts on getting distribution consistency content platform to use etc"
X Link 2025-12-03T20:47Z [----] followers, [----] engagements

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