@ChiefLiquidity Chief Liquidity Officer (CLO)
Chief Liquidity Officer (CLO) posts on X about $u, $app, ai, $zeta the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] +80%
- [--] Month [------] -1.70%
Mentions: [--] #
Followers: [---] #
- [--] Week [---] +3.80%
- [--] Month [---] +17%
CreatorRank: [---------] #
Social Influence
Social category influence finance 98% stocks 85% technology brands 37% cryptocurrencies 17% social networks 3% gaming 3% financial services 1% countries 1% automotive brands 1%
Social topic influence $u #57, $app #162, ai 15%, $zeta #187, if you 13%, breakout #1469, money 10%, software 10%, stocks 7%, level 7%
Top accounts mentioned or mentioned by @aleabitoreddit @theroaringkitty @walmart @mikelongterm @oracle @investinc_intel @miko_aj18082
Top assets mentioned Unity Software Inc. (U) AppLovin Corporation (APP) ZetaChain (ZETA) Intuitive Machines, Inc. (LUNR) Alphabet Inc Class A (GOOGL) Iris Energy Limited (IREN) Roblox Corp. (RBLX) Nebius Group N.V. Class A Ordinary Shares (NBIS) Adobe, Inc. (ADBE) Trade Desk, Inc. (TTD) Rocket Lab USA, Inc. Common Stock (RKLB) NVIDIA Corp. (NVDA) Eos Energy Enterprises, Inc. (EOSE) Duolingo, Inc. (DUOL) Palantir Technologies Inc. (PLTR) Cloudflare, Inc. (NET)
Top Social Posts
Top posts by engagements in the last [--] hours
"My thesis for [----]. Just a average investor sharing personal thought. [--]. Big Tech won't outperform the index. Excessive CapEx will drag down cash flow for a while but once those investments finally start turning into real cash the stockcompressed for so longwill explode higher. [--]. Software purge will change to pruning Software pruning is going to happen. Stocks that got excessively beaten down due to the AI shock will find their fair value again and those that secure meaningful partnerships with leading ai agents will be rewarded with even higher multiples. Those who don't show meaning full"
X Link 2026-02-07T01:25Z [---] followers, [--] engagements
"Just gotta wait through the pain. Market can change any days"
X Link 2026-02-05T22:18Z [---] followers, [--] engagements
"All of fancy per psr revenue guidance analyst PT You think wallstreet don't know this All of these publicly open info is 95% already priced in so you need to guess the future for asymmetric profit"
X Link 2026-02-10T00:56Z [---] followers, [--] engagements
"$U Earning call tomorrow before market. Need to gap up over $30 for a breakout to $35 $APP earning call is after market. Gonna switch these two for quick double digit profit"
X Link 2026-02-10T22:31Z [---] followers, [---] engagements
"$U Unity Software Daily TA 1/2 No significant news for the past month. Unless someone share their companies mobile game ad share We'll have to wait 'til q4 earning call. Price following the momentum Which seems like downside unfortunately"
X Link 2026-01-02T22:55Z [---] followers, [---] engagements
"$U Unity Software Daily TA 1/6 Price action sickens me. It's bad for my heart. I've seen too many retail buyer supposedly 'buy the dip'. Only probable catalyst is earning call in late Jan. (Not counting #Roaringkitty post) There's no Josh Chandley to lift the veil and let you peek at the future. But I'm pretty confident about q4 earning. Are you a true value investor Or just looking for a quick cash grab Me I've tried to cash grab for more than [--] years. Do this make me a value investor https://twitter.com/i/web/status/2008664499600146888 https://twitter.com/i/web/status/2008664499600146888"
X Link 2026-01-06T22:18Z [---] followers, [---] engagements
"17. Fabs are not faucets. You can't just turn them back on. [--]. Legacy memory (DDR4) is dry. New lines are 100% focused on HBM. [--]. This shock will spill over to Smartphones (LPDDR) and GPUs (GDDR). [--]. [----] will be a year of "Super Inflation" for all electronics"
X Link 2026-01-09T11:50Z [---] followers, [--] engagements
"$LUNR & $RKLB Daily TA 1/26 When looking at single stock at certain sector make sure you check the sector leader. intuitive machines and rocketlab both broke its 20ma. = More selling pressure incoming. After selling $LUNR calls at $22 I'm waiting patiently to buy it back. Let's just wait until correction ends https://twitter.com/i/web/status/2015924209545888001 https://twitter.com/i/web/status/2015924209545888001"
X Link 2026-01-26T23:06Z [---] followers, [---] engagements
"Is $U really expensive reverse DCF valuation 5-year target - Net Income margin (%) = 20% Modest number. $APP is 60% $ADBE is [--] $TTD is [--]. Unity is a small company but it also has cash burning game engine it won't be high as applovin. - FCF Conversion Rate = 120%. Mature software company has over 130%. Since Unity just eliminated the inefficiencies that came from past overambitious acquisitions and excessive headcount we can expect it to return to normal. Current rate is -90% - Target P/FCF = x25 I bet with unity actually reaches GAAP positivity valuation will be well over 30x. But this is"
X Link 2026-01-29T03:41Z [---] followers, [---] engagements
"Saas selloff isnt doomsday. Its just bubble popping. 30% yoy revenue growth doesnt justify 50100per. Some stocks are returning to their right price while some stocks are beaten alongside way below its intrinsic value. Find these stock and buy them. Long $ZETA $APP"
X Link 2026-02-01T09:42Z [---] followers, [---] engagements
"My playbook until earning calls: [--]. Buy leaps that are expected beat earning ( $APP $ZETA $U) [--]. Check their growth rate. See if it accelerates or flats. [--]. Keep the one that's growing cut the one that shows no difference. Not all software company benefits from ai. All the ceo say they do but their number says different. https://twitter.com/i/web/status/2018085349453697397 https://twitter.com/i/web/status/2018085349453697397"
X Link 2026-02-01T22:13Z [---] followers, [---] engagements
"$U Whenever people start saying that the game industry has stagnated a new technology has always emerged to elevate it to the next level. And this time its AI. Both game industry experts and technology experts agree that game engines will only become more important they wont disappear. Whos right will ultimately be shown by actual performance and data. This dump is out last chance to buy unity at 20's https://twitter.com/i/web/status/2018607187158081977 https://twitter.com/i/web/status/2018607187158081977"
X Link 2026-02-03T08:47Z [---] followers, [---] engagements
"@aleabitoreddit Hynix was also a turnaround play not so long ago. Everyone's finding the next hynix"
X Link 2026-02-04T09:02Z [---] followers, [----] engagements
"This is peak 'reverse euphoria' Extreme fear in software sector. $APP dumping for new ad company which there have been countless products threatening mediation before but the market has only now decided to react $U dumping for [--] minute demo that is just ai generated google map. Which needs unity to turn it into a 'game' Market can take all my money. I just want wanna see how low can it go. https://twitter.com/i/web/status/2019188589956104300 https://twitter.com/i/web/status/2019188589956104300"
X Link 2026-02-04T23:17Z [---] followers, [---] engagements
"@aleabitoreddit Between Samsung and Hynix what's your pick if you choose one"
X Link 2026-02-07T11:01Z [---] followers, [----] engagements
"$APP vs $NVDA Now applovin is treated like average tech stock that grows yoy 2030% I always thought $NVDA is cheap and going sideway for too long but let's compared this now $APP forward per: [-----] average [--] year eps growth: 62% Gross margin: 82.06% $NVDA forward per: [-----] average [--] year eps growth: 49.41% Gross margin: 70.05% Very simple comparison. Forward per is still higher but won't higher growth and margin make up for that https://twitter.com/i/web/status/2019344564784623646 https://twitter.com/i/web/status/2019344564784623646"
X Link 2026-02-05T09:37Z [---] followers, [---] engagements
"$U 'Google genie [--] will replace game engine' Remember: Stadia Youtube gaming Google plus game Google game builder Chromebook gaming etc etc etc You don't Yeah history doesn't repeat itself but it often rhymes"
X Link 2026-02-06T01:30Z [---] followers, [---] engagements
"$RBLX For the downtrend of $APP and $U to finally end with earnings Robloxs downtrend has to stop first. Were all in the same boat"
X Link 2026-02-06T10:40Z [---] followers, [---] engagements
"$APP Daily TA Haven't done this in a while since all I can say was we broke down this and that but we finally saw some rebound. Gap fill to previous breakout line retest is expect so at least a 23% pump from here. $RBLX holding its earning call gain is also positive for $APP's earning call. https://twitter.com/i/web/status/2019895841193082943 https://twitter.com/i/web/status/2019895841193082943"
X Link 2026-02-06T22:07Z [---] followers, [---] engagements
"$U TA Tried drawing a new channel based on recent price action. This is best I can come up with which captures most of price actions. When amplitude of channel is big price often rests in half. So expecting a dead cat bounce rally til $28. No sign of reversal yet"
X Link 2026-02-06T22:31Z [---] followers, [---] engagements
"$U I've been holding this stock for more than [--] years. What I didn't expected was ai could grow this fast 'You can't vibe code game' isn't true anymore. They won't make gta7 elden ring [--] but they can surely make simple mobile games If you don't adopt AI you'll be left behind. If the first thing that comes to mind when you hear vibe coding game is Unity then we can take it to the next level. Unity has an overwhelming advantage thanks to the massive learning data that users have uploaded to the internet over decades combined with its tremendous financial resources and manpower. Whether I stick"
X Link 2026-02-09T09:06Z [---] followers, [----] engagements
"I've changed all my $ZETA to $U and $APP for earning play. I'm gonna be switching between these three a lot"
X Link 2026-02-09T22:10Z [---] followers, [---] engagements
"$APP $500 is the line I'm watching. Will we have another breakout in q4 earning"
X Link 2026-02-10T00:24Z [---] followers, [---] engagements
"$U $30 (previous breakout point) is critical line. If it breaks out with lots of volume we can let it flow for until $35"
X Link 2026-02-10T00:26Z [---] followers, [---] engagements
"$ZETA $17.7 ish line was long term up-trendline it needs to get above this for another retest in upper channel + trendline ($25) Just waiting patiently"
X Link 2026-02-10T00:28Z [---] followers, [---] engagements
"$U We're in the 'uncanny valley' of ai game development. In [----] we never thought ai could built anything close to a game. But now we've come to a point they can make half assed rip off version of existing game. It's not a problem with AI performance. It's the limitation of the tools (web-based JavaScript) that the AI is currently using. Just like Jensen Huang said software is a tool. AI needs to learn to use these. After it does we're entering complete integration phase. But everyone's running after this Holy Grail. Unreal godot some bizarre engine etc. Can unity be the first one to take"
X Link 2026-02-10T13:39Z [---] followers, [---] engagements
"$U The only thing I'm watching in this quarter's earnings. Not sbc not fcf not vector growth. Stuff like that has meant nothing since this year started. It's 'Unity AI Gateway' It allow the engine to utilize third party agenti ai (gemini claude etc) Correct me if I'm wrong but If it gets released itll be the first official AI usage tool supported by the creators among game engines This defies all the bear case related to Ai. (I don't count world models as a threat) https://discussions.unity.com/t/request-for-official-support-and-ecosystem-for-external-ai-tools/1704602/19"
X Link 2026-02-10T13:55Z [---] followers, [----] engagements
"$ZETA Got rejected at 200ma. Once a support now a resistance. We have [--] catalyst [--]. Software buy the dip [--]. Earning call on Feb [--] I pretty much think this is lowest we can go. Eps forecast for [----] [----] the the price itself is literally forward eps. [-----] forward per for a company that yoy grows 25% minimum. For me anything under $20 is a buy https://twitter.com/i/web/status/2021353329981538679 https://twitter.com/i/web/status/2021353329981538679"
X Link 2026-02-10T22:39Z [---] followers, [---] engagements
"$U Guess dump was caused by flat guidance in grow sector They said it was die to seasonality(end of holiday) Vector is expected to grow 10% in q1 All of grow business is growing expect iron source. Hmm idk. I really dont know what to do"
X Link 2026-02-11T14:37Z [---] followers, [---] engagements
"You can't fight the market If market decided to sell software they'll sell it until intrinsic value. $U is not gaap positive and hasn't done any shareholder return. $APP is in much better position since it's doing buybacks. I won't be touching these stock until narrative change. $U should reclaim $20.6 for entry imo https://twitter.com/i/web/status/2022491648341742020 https://twitter.com/i/web/status/2022491648341742020"
X Link 2026-02-14T02:02Z [---] followers, [---] engagements
"$APP Daily TA 1/26 I almost lost my minds when right after I loss cut my call Forecast upgrade just send it flying. But I has a big tail so there's still lots of selling pressure left. Still waiting for $500"
X Link 2026-01-26T23:45Z [---] followers, [---] engagements
"$RBLX Daily TA 1/26 Roblox breakout retest at $70. We almost had it today. It may never touch this line. But most important thing in trading is setting up your thesis and keep it. As long as you keep your loss cut you'll become rich eventually"
X Link 2026-01-27T00:00Z [---] followers, [--] engagements
"$IREN Daily TA 1/26 Got nuked right at open under the trendline. I sold all my IRE when it opened gap down. We could see $44 here which is a nice place to start accumulating again"
X Link 2026-01-27T00:17Z [---] followers, [---] engagements
"$NET TA My X algorithm showing me lots of $NET posts today. I'll did a quick ta. This is my little thesis"
X Link 2026-01-27T00:45Z [---] followers, [--] engagements
"1H Playbook: Expect some volatility around earnings but companies with solid fundamentalslike ZETA U and NBISwill ultimately trend higher on strong results. However around spring or summer news of OpenAI SpaceX and Anthropic IPOs will likely drain market liquidity. This massive capital absorption could trigger a significant correction. To prepare for this I need to start raising my cash position right after the earnings season. https://twitter.com/i/web/status/2015998376530346222 https://twitter.com/i/web/status/2015998376530346222"
X Link 2026-01-27T04:00Z [---] followers, [--] engagements
"Silver= Altcoin Metals The Silver Trap 🧵 [--]. Gold ( $GLD) is Bitcoin. Silver ( $SLV) is an Altcoin. [--]. Gold hits ATH steadily. Silver pumps 70% in a month. [--]. Why because the degens who missed Gold are leveraging into the "cheaper" play. [--]. But history shows this ends in one way. Here is the breakdown. 👇 https://twitter.com/i/web/status/2005055317126869222 https://twitter.com/i/web/status/2005055317126869222"
X Link 2025-12-27T23:16Z [---] followers, [---] engagements
"Did you know we can't join the Theta Gang in Korea 🐌" "Korean brokers don't support writing US options. We are forced to only BUY NAKED"
X Link 2025-12-15T22:02Z [---] followers, [--] engagements
"$U Unity Software broke bottom channel line and went under 20ma. Which is not a good sign. IMO as long as fundemental stays the same I prefer a massive crash over a slow bleed"
X Link 2025-12-17T22:07Z [---] followers, [---] engagements
"$U Unity Software. Gotta do what I gotta do Shame we didn't pass through 5ma but we did get over 20ma which mean's we're still in the game. Was up 5% at some point but ended +1.76%. I got [--] jan 50c yesterday 'at the top' it's -18% rn"
X Link 2025-12-18T22:21Z [---] followers, [---] engagements
"$U Unity Software support at 20ma resistence at 5ma - 10ma. Algo at it's finest. Confident it'll reach $53. Over that God knows. Call it double top head and shoulders goofy goobers I don't know"
X Link 2025-12-19T23:35Z [---] followers, [---] engagements
"$U Unity Software Once again we couldn't get past the 10ma and ended red while qqq rise 0.47%. as long as we hold the 20ma we're still in the game. Space is absorbing all the liquidity lately"
X Link 2025-12-23T04:57Z [---] followers, [---] engagements
"$U Unity Software Daily TA MA are converging again. Sign of price consolidation We had a massive 38% rebound last time it met. The morning flush below the 20MA was a classic shakeout. Closing back above it The trend is intact. Lot of rumor @TheRoaringKitty is in Unity and about to tweet in Christmas. As much as I'd love to see that happen let's be real. Buy some ITM Jan call just for fun and games. https://twitter.com/i/web/status/2003593968735690923 https://twitter.com/i/web/status/2003593968735690923"
X Link 2025-12-23T22:30Z [---] followers, [---] engagements
"$U Unity Software Daily TA 12/24 We're in a very tricky spot. Reject at $46.6 forming a new downward trendline. Last time it broke through massive 20% pump. But we also broke upward trendline. But we closed over the channel. 50/50 RK just tweet already"
X Link 2025-12-25T00:32Z [---] followers, [---] engagements
"Holiday Special: The $ZETA Playbook 🧵 "Should I buy Zeta" [--]. $ZETA isn't Microsoft. Its a small-cap growth stock. [--]. If you can't stomach -20% candles go buy bonds. 3.The drop is a feature not a bug. [--]. Than why buy zeta now👇"
X Link 2025-12-25T11:29Z [---] followers, [---] engagements
"5. Seasonality. Ad Tech prints money in Q3 & Q4 (Holiday Season). [--]. Companies dump their marketing budgets at year-end. [--]. Zeta's revenue ramps up historically in H2. We are entering the strongest cycle of the year. [--]. Look at the trajectory. [----] Q1: $194M - [----] Q1: $314M Q2: $227M$ - [----] Q2: $308M Q3: $268M$ - [----] Q3: $337M Q4 $314M$ - [----] Q4: Est: $376M [--]. Gross Margins are expanding. They service 40%+ of the Fortune [---]. [--]. The growth story is intact; the price action is just noise"
X Link 2025-12-25T11:30Z [---] followers, [---] engagements
"Stocks $BITCOINS "Pokemon Cards""
X Link 2025-12-26T04:15Z [---] followers, [--] engagements
"BREAKING🛎 $U unity software updates pricing. Other than typical price increase unity is now moving from fixed seats to a (sorta) revenue-share model. Revenue: $25000000 $50000000 $250000 Revenue: $50000000 $100000000 $500000 Revenue: $100000000 $250000000 $1000000 Revenue: More than $250000000 $2000000 Just like Unreal takes 5% Unity is effectively aiming for 1%. (Sure for whales making $250M+ it still functions closer to a fixed cap). But here is the risk. To feed their Vector Ad platform and Data Engine they need VOLUME. Raising barriers when you need mass adoption That is a hell of a bold"
X Link 2025-12-26T10:55Z [---] followers, [--] engagements
"$U Unity Software Daily TA 12/26 Hammer right at the 20MA. Low volume day so I don't mind it much. Closing Above channel is all that matters to me. Making a sorta triangle consolidation pattern with trendline + bottom channel. Just be patient"
X Link 2025-12-26T23:25Z [---] followers, [--] engagements
"5. Silver rallies are historically "Short & Thick." [--]. [----] [----] [----] [----] (Now) [--]. Every chart looks like a spike. [--]. Unlike Gold Central Banks don't buy Silver. There is no floor. [--]. When the hype dies it doesn't correct. It crashes"
X Link 2025-12-27T23:16Z [---] followers, [--] engagements
"10. Bulls argue: "But AI & Data Centers need Silver" [--]. True. Solar panels need it. Electronics need it. Construction is picking up (see Star Bulk Carriers $SBLK up 30%). [--]. But a 70% vertical pump isn't supply/demand. That is greed. [--]. Watch the leading Indicators. Railroads and Bulk Carriers are moving. [--]. This suggests a manufacturing recovery is priced in. [--]. But Silver has detached from reality. It's trading on FOMO not Fundamentals. [--]. Buying now is like aping into a memecoin after a 10x candle. https://twitter.com/i/web/status/2005055322961182992"
X Link 2025-12-27T23:16Z [---] followers, [--] engagements
"$U Unity Software Daily TA 12/30 Puked down at the start but fight back and ended green. It's been consolidating to the limit. Will show price direction any minute now. 50/50 gamble at this level. If it shows prominent 23% rise tomorrow 70/30"
X Link 2025-12-31T06:48Z [---] followers, [---] engagements
"$U Unity Software Daily TA 12/31 Almost fooled me at the start. We had a strong +2% than rejected at 20ma. Breaking down through upward trendline but magically resisted at downward trend I'm waiting for N shape rebound. If it fails tomorrow next stop is $42 which is 50ma"
X Link 2025-12-31T23:48Z [---] followers, [---] engagements
"$LUNR Intuitive Machines Daily TA 12/31 Price consolidating nicely. Space is one of the most prominent sector in [----]. You wouldn't want to miss this one. You're here to make money not to invest in the company. Investing is for the CEO and majority shareholders. Scale out when it goes up scale in when it goes down. https://twitter.com/i/web/status/2006516652234649896 https://twitter.com/i/web/status/2006516652234649896"
X Link 2026-01-01T00:03Z [---] followers, [---] engagements
"The [----] H2 Crypto Log🥃📉 July 5: A Ghost awakens. A wallet dormant for [--] years moved [-----] $BTC to an exchange. The OGs are cashing out. 👻 July 18: Peak Euphoria. Crypto Market Cap hit $4 Trillion and $XRP finally smashed its All-Time High. If you didn't sell here you hate money. 🚀 Aug 5: The capitulation of hope. James Howells (the guy who lost [----] BTC in a landfill) officially gives up the search. A tragic signal. 🗑 Aug 21: More executions. Old school coin Strike gets delisted. The exchange cleaning continues. 📉 Sept 1: The Trump Dynasty Pivot. Trump's son launches $WLFI. It hits a"
X Link 2026-01-01T11:15Z [---] followers, [--] engagements
"Sept 9: The Casino is rigged. $MYX futures pump 40000% in just [--] months. This isn't trading anymore; it's PvP Loot Boxes for adults. 🎰 Sept 22: $UXLINK Foundation dumps their own token. Price gets cut in half instantly. Never trust the "Team" allocation. 📉 Oct 1: $ALPINE (F1 Coin) erases [--] days of gains in [--] minute. A masterclass in liquidity hunting. 🏎💨 Oct 7: $BNB hits #3 in Market Cap. Remember it started at $0.15. CZ's legacy is stronger than ever. 🔶 https://twitter.com/i/web/status/2006685805709042152 https://twitter.com/i/web/status/2006685805709042152"
X Link 2026-01-01T11:15Z [---] followers, [---] engagements
"Here is the [----] Playbook for $U Unity software. 🧵 The "Turnaround" is officially over. ✅ Unity ($U) printed +96.5% in [----]. If you bought the bottom congrats. You won. But for [----] The easy money has been made. Tldr The Verdict: Still bullish on $U in [----] 📈 - Price target for [----] q1: 72$ Neutral on the Alpha at the moment. 📊 https://twitter.com/i/web/status/2006852578542497970 https://twitter.com/i/web/status/2006852578542497970"
X Link 2026-01-01T22:18Z [---] followers, [----] engagements
"$LUNR Intuitive Machines Daily TA 1/2 Yup another channel breakout. Wait 'til it hits $19.05. That's the most crucial point. Over that it's a low volume nodes so god knows where's the top. Wait until $19.05 If it gaps-up or breaks through with big volume keep it. If it reject scale out. https://twitter.com/i/web/status/2007228884924936396 https://twitter.com/i/web/status/2007228884924936396"
X Link 2026-01-02T23:13Z [---] followers, [---] engagements
"$RBLX Roblox Corp looks very promising at this price level Going to add some March calls on Monday. FinX forgot about this one after serious price correction Give it few month. Market changes very quickly"
X Link 2026-01-03T08:39Z [---] followers, [--] engagements
"$U Unity Software Daily TA 1/5 We had a boring Santa rally until today We used to get hammered on 20ma but we stood firm until the end of the market. We just need to breakthrough this 20MA than we're testing $53 again"
X Link 2026-01-05T22:08Z [---] followers, [---] engagements
"$LUNR Intuitive Machines Daily TA 1/6 It's been steadily climbing and now it's approaching a pretty important resistance level Stocks hitting new ATH or 52-week highs usually keep moving along the channel for a bit. If you are willing to swing for a bit $19 is a solid place to take profit. https://twitter.com/i/web/status/2008336022514651522 https://twitter.com/i/web/status/2008336022514651522"
X Link 2026-01-06T00:33Z [---] followers, [---] engagements
"$EOSE Eos Energy Enterprises Inc quick TA Started a small position on eose. loved the massive pump on Monday and yesterday mini pump gave me confidence. If we break the trendline I'll go heavy"
X Link 2026-01-06T01:28Z [---] followers, [---] engagements
"$LUNR Intuitive Machines Daily TA 1/6 LUNR touched the top of the channel today. Normally this would be profit-taking territory but Rocket Lab hasn't hit the channel yet so let's wait and watch a bit longer"
X Link 2026-01-06T22:49Z [---] followers, [---] engagements
"$U Unity Software Daily TA 1/8 Left is daily chart right is hourly chart. What I felt over the last few weeks is Price is moving very strange. It's like it doesn't want to go over [--] but not under [--]. It's glued to a channel. You see the spikes in top and bottom I understand when there's spike in one side but both side is strange. Wonder what Jan 5065c whale do about this. They're about to get liquidated bad. https://twitter.com/i/web/status/2009386919898292696 https://twitter.com/i/web/status/2009386919898292696"
X Link 2026-01-08T22:09Z [---] followers, [---] engagements
"$LUNR Dear $RKLB bulls. This is $LUNR aka intuitive machines. It would be great if you guys take a look at this stock too Love $LUNR bull"
X Link 2026-01-08T22:54Z [---] followers, [---] engagements
"21. Buy RAM now. Or buy Memory stocks. [--]. A broken supply chain meets the AI Supercycle. Forget about price drops. Conclusion: The cheap era is over. Liquidity is flowing into Memory. $MU $SKHynix $005930 #Memory #Semiconductors #Tech #Inflation #CXMT"
X Link 2026-01-09T11:50Z [---] followers, [---] engagements
"$U unity software Price target increase $42 - $47 from Goldman Sachs. The price target increase reflects - a better than expected operating environment for the mobile/app advertising ecosystem according to research note"
X Link 2026-01-13T11:51Z [---] followers, [---] engagements
"Unity Software $U Here is the 5-point checklist. If they miss these the stock is dead money. I've talk about intrinsic value. Now let's talk narratives. [----] = turnaround year [----] = inflection point 👇 https://x.com/ChiefLiquidity/status/2006852578542497970s=20 Here is the [----] Playbook for $U Unity software. 🧵 The "Turnaround" is officially over. ✅ Unity ($U) printed +96.5% in [----]. If you bought the bottom congrats. You won. But for [----] The easy money has been made. Tldr The Verdict: Still bullish on $U in [----] 📈 - Price https://t.co/bScQdG5a3Y"
X Link 2026-01-14T11:58Z [---] followers, [---] engagements
"$U I've shared possible concerns for unity at my previous post. Now here's something bright. [--]. Differences in advertising expenditure growth by country You can see US budgets drops while emerging markets spend increases. In $U and $APP quarter [--] 10q report you can check how revenue is distributed by region. AppLovin: - United States: Approx. $687.93 million (49.0%) - Rest of the World: Approx. $717.12 million (51.0%) Unity: - EMEA (Europe Middle East and Africa): Approx. $147.95 million (31.4%) - United States: Approx. $130.74 million (27.8%) - Greater China: Approx. $90.46 million (19.2%)"
X Link 2026-01-20T13:05Z [---] followers, [----] engagements
"$U I don't know how they did it but there's someone in the market with alot of money that doesn't want unity to go down. False breakdown at open. If we break this long term trendline that's time to panic. $U $ZPP $ZETA all made a miracle comback. $U Daily TA 1/16 Yup biggest rugpull. MM wins again Option chart didn't got updated so we'll see tomorrow what those "Jan call whales" did today. Still supported at long term trendline. These kind of price action is normal for high beta-high gamma stock like $U This might https://t.co/6eAk3scl4p $U Daily TA 1/16 Yup biggest rugpull. MM wins again"
X Link 2026-01-20T22:19Z [---] followers, [----] engagements
"$VPG TA Just like doing TA on random stock. Price is $45.29 (+3.59%) in pre-market. and seems like a breakout. My favorite strategy is instead of chasing breakout I'd rather wait for retest than enter. That way you can avoid false breakouts After moving inside channel for [--] years seems like it's finally ready to level up. - Enter at retest - Loss cut at $42.15 I've initiated positions in $VPG ($573m). This is my actual/main robotics sector exposure going forward tethered to $TSLA Optimus. Markets have completely overlooked this robotics sector play: For every Tesla Optimus deployed $VPG"
X Link 2026-01-21T11:28Z [---] followers, [---] engagements
"$U Daily TA 1/21 Wow talk about change of sentiment. Space and energy dumps Software rebounds. Closing over 100MA is also bullish"
X Link 2026-01-21T22:23Z [---] followers, [----] engagements
"$U You know what's better than ads Bypassing the middleman and selling directly. Unity's changing the battle field. The world where if you get hooked on farming AKMs in Tarkov you end up buying an AK at Walmart. The @Walmart Immersive Commerce SDK is now available Bring real-world products into gameplay by integrating Walmart items or your own marketplace merchandise directly into your experience without breaking immersion. Start building today: https://t.co/a5nFdXTcy8 https://t.co/sw1yCZoovC The @Walmart Immersive Commerce SDK is now available Bring real-world products into gameplay by"
X Link 2026-01-21T23:58Z [---] followers, [---] engagements
"$U Here are the key things to watch closely during Q4 earnings season - revenue/free cash flow Of course. I used to think ads revenue was the only thing that mattered. But recently industrial usage in create sector shows significant growth. - sbc: They promised to reduce it in q3. Let's see if they kept their promise - growth/forecast in industrial sector Lately theyve been pushing the industrial sector really hard. They showed amazing growth in Q2 and Q3 too. During the earnings call they didnt really mention much about it but when you look at the recent reports or presentations theyve"
X Link 2026-01-23T10:21Z [---] followers, [---] engagements
"$NBIS Daily TA 1/26 Typical $NBIS rugpull. +7% - -3% If you had short dated calls I hope you sold those. Unlike $IREN $NBIS had a strong opening it got me good there. Selling some of my nebx here Buy it back after it goes up"
X Link 2026-01-26T23:29Z [---] followers, [---] engagements
"$U Daily TA 1/27 It was bad day for saas stock. Just like any other day I suppose. But $U especially not looking great. Couldn't get past the cloud and cloud's about to become negative. Bounced at 125ma. Which is nice. The probability of it going up is low and until the earnings report itll probably show Unitys typical volatility while trading sideways and then the direction will be decided after the earnings release. In a positive sense: buy the dip. In a negative sense: a straight-up 50/50 gamble. https://twitter.com/i/web/status/2016293392070934831"
X Link 2026-01-27T23:33Z [---] followers, [--] engagements
"$ZETA Daily TA 1/27 Just another big selloff day. Over the breakout trendline MA clouds. Just a typical dip"
X Link 2026-01-28T00:10Z [---] followers, [---] engagements
"$U Price target lowered by BofA Price target $20 - $18 Guess this was the reason for dumping today. Saying Unity is priced for perfection. I agree it's no cheap stock but when you look at ten baggers from recent year like $APP $CVNA that's what happens to every high beta growth stock. They've always been surrounded by overvaluation controversies but they've proven themselves with actual results every time. When the performance starts collapsing it won't be too late to escape even then."
X Link 2026-01-28T01:41Z [---] followers, [---] engagements
"$U Daily TA 1/28 It really doesn't look good here. Broke the long term trendline now it's retesting previous breakout line. Meta got a earning surprise saying ai is blooming ads business. $APP was reacting right away but $U is just steady. It got me looking forward to q4 earning even more but price action looks ugly. https://twitter.com/i/web/status/2016642056270262615 https://twitter.com/i/web/status/2016642056270262615"
X Link 2026-01-28T22:38Z [---] followers, [---] engagements
"$IREN & $NBIS 1/28 With such volatile stocks technical analysis rarely plays out perfectly and they seldom bounce exactly where you'd expect. Sometimes it's better to set a wider stop-loss or give it an extra day or two to breathe even if you risk a 10% drawdown the next morning. Upside is huge. While $NBIS is struggling to get out of negative cloud $Iren did it on their first try. It can move vertically similar to [----]. People trying to compare which is better but there's really no clear answer. And price can be misguiding Saying 'IREN is the winner' just because of its recent rally is"
X Link 2026-01-28T23:13Z [---] followers, [---] engagements
"Why $ZETA's PT $50 is not a fantasy but reality. reverse DCF valuation 5-year target - Net Income margin (%) = 15% Modest number. $APP is 60% $ADBE is [--] $TTD is [--] - FCF Conversion Rate = 120%. Mature software company has over 130%. We can safely say in [--] years $ZETA balance sheet will become stable. - Target P/FCF = x25 current P/FCF is [-----]. Again with modest number. - Discount rate = 12% So to justify $Zeta's latest price they need - yoy revenue growth 5.08%% - yoy fcf growth 10.36% Zeta's revenue been growing least 25% yoy. If price were $50 number changes to - yoy revenue growth 17.30%"
X Link 2026-01-29T11:14Z [---] followers, [----] engagements
"My port is 66% software and 33% datacenters. I'm planning to change that to - 40% software ( $U $ZETA $APP ) - 30% datacenter ( $NBIS $IREN) - 30% energy ( $TE $EOSE) But right now software and datacenters are pretty much beaten down and energy's been running. So not really planning to change anytime soon. Current price action seems like doom for saas stock. While I think many company will perish these [--] stocks are the one who keep making solid money five years from now. $APP $ZETA and more risky version $U In [----] My biggest position was $U. I had a good ride. Unlike other famous SaaS stocks"
X Link 2026-01-30T01:16Z [---] followers, [---] engagements
"$IREN $NBIS $CRWV I bought data center to expose myself in ai infra sector. What I misunderstood is where is the money flowing. Simply put ai infra cash flow looks like this. small techs - big techs = data center - semis Since big techs own chunk of datacenters you can say data centers can be viewed as an extension of big tech. Chips and memory company gets paid by datacenter company. They are the primary beneficiary. So datacenter must be getting paid chunk to cover all expenses right Unfortunately this is not the case here. Data center and big tech(builder of ai) must get paid by small"
X Link 2026-01-30T11:20Z [---] followers, [---] engagements
"I'm thinking adding leaps for $APP $ZETA and $U Kind of doubtful about unity right now since market's even harsher on loss-making companies during corrections. So $APP and $ZETA first than trade it to $U after momentum picks up. People say $ADBE and $TTD cheap Based on finviz $ADBE: - Forward P/E [-----] - Yoy revenue growth: 10.5% - Yoy net profit growth: 28.2% $TTD: - Forward P/E [-----] - Yoy revenue growth: 14.1% (forecast) - Yoy net profit growth: 5.3% (forecast) $ZETA: - Forward P/E [-----] - Yoy revenue growth: 28.2% (forecast) - Yoy net profit growth: 27.1% (forecast) $APP: - Forward P/E"
X Link 2026-01-30T23:19Z [---] followers, [--] engagements
"$U Hype for AI world model in gaming = metaverse in [----] Narrative is simple. Ai world model's gonna replace game engine. Okay so how many years do you think it'll take Crowd is 80% right but this is one of those 20% they're wrong. AI lowers the barrier to entry for game development and that's exactly what made Unity Engine popular in the first place. But you can't just apply AI directly to game development right away. AI is a concept not a ready-made tool. To actually use it you have to integrate/fuse it with a game engine and that requires a huge amount of money and manpower. Open-source"
X Link 2026-01-31T03:22Z [---] followers, [---] engagements
"When buying stock I mean decent stock. Not some short squeeze or metaverse kind of stock. You only consider [--] things [--]. Do they make money [--]. Will they make money When liquidity is abundant money flows in to number [--]. When its scarce money flows back to number [--]. Find number [--] and buy those. https://twitter.com/i/web/status/2017811565240848615 https://twitter.com/i/web/status/2017811565240848615"
X Link 2026-02-01T04:05Z [---] followers, [--] engagements
"Quick copium for $U bulls. [--]. Mathew Bromberg got appointed as the new CEO at May [--] [----]. Closing Stock price was $22.38. ( $SPY was $518.61). Now at $29.1. Pretty cheap if you ask me [--]. Average analyst PT changed from $20 - $45 [--]. Their yoy revenue growth turned positive [----] first time in [--] quarters. If they show in q4 they've made - 10% yoy revenue growth - 7% yoy revenue growth It's clearly indicating whether it's ai and better management they're accelerating. If you liked it at [--] you'll love it at [--] https://twitter.com/i/web/status/2018093048757150130"
X Link 2026-02-01T22:44Z [---] followers, [---] engagements
"Why $U will be suppressed for a while Peter Lynch said "If you cannot explain why you bought a company to a 10-year-old in two minutes you shouldn't own it." AI is all probabilistic super expensive and world models aren't even built for that kind of use case anyway. In the end you still need to use a proper game engine as the tool boring and overly academic/philosophical vs I made a Greenland GTA with AI finished super fast simple basically no prior knowledge required I just can't beat their logic. https://twitter.com/i/web/status/2018096634333372663"
X Link 2026-02-01T22:58Z [---] followers, [---] engagements
"Opening my position for $U leaps if it gaps up over $30 at open"
X Link 2026-02-02T11:12Z [---] followers, [--] engagements
"$DUOL Don't care if AI gonna replace those. If duol can keep their 40% yoy revenue growth their intrinsic value is almost +50% from current price"
X Link 2026-02-02T12:11Z [---] followers, [---] engagements
"$U TA When to buy and when to wait. $30 is a previous breakout area back in July [----]. It acted as a support yesterday but broke down because of extreme selling pressure. Now support act as a resistance. price need to close above $30 to rise from here. It's likely we'll be seeing $27 first. https://twitter.com/i/web/status/2018447606696001981 https://twitter.com/i/web/status/2018447606696001981"
X Link 2026-02-02T22:13Z [---] followers, [--] engagements
"$APP TA Just like $U in $30 $APP needs to close above $500 which is previous breakout point back in September. Applovin's likely to be more resilient since it's cash earning high growth company"
X Link 2026-02-02T22:16Z [---] followers, [---] engagements
"$PLTR yoy revenue growth q1 - 39% q2 - 48% q3 - 62% q4 - 70% This growth number is what people expect from saas company. Before ai and after ai number should be different not same. $PLTR (Palantir Technologies) #earnings are out: https://t.co/CYOiAtR2ct $PLTR (Palantir Technologies) #earnings are out: https://t.co/CYOiAtR2ct"
X Link 2026-02-03T08:54Z [---] followers, [--] engagements
"Changed all my $APP to $APPX Earning call gonna be so fun"
X Link 2026-02-03T09:06Z [---] followers, [---] engagements
"Another mind blowing software selloffs. Even $PLTR earning didn't saved us. When I wanna evaluate stock under [--] minute I look at one thing. Is forward-per lower than yoy revenue/earning growth $NVDA - [-----] / 52% (earning - 65.33%) $GOOGL - [-----] / 14.2% (earning -6.02%) $MSFT - [-----] / 15.3% (earning -5.66%) $META - [-----] / 24.1% (earning -15.88%) These are big techs data. You can see it's gotten pretty expensive lately. Also revenue and earning growth has quite a growth since other than nvidia they are all heavy on capex Now let's compare with CLO's pick. $APP - [-----] / 34.3% (earning -"
X Link 2026-02-04T00:55Z [---] followers, [---] engagements
"$U $APP This "Ai will replace video game" bear thesis is impossible to beat. Because there's no product yet. We're fighting ghost here. We're fighting [--] minute demos. How can you fight something that doesn't exist"
X Link 2026-02-04T04:18Z [---] followers, [---] engagements
"Software stock's been really sensitive to bad news but dull to good news. Times like these call for even more conservative stock picking. $APP and $ZETA I have no doubt they'll have steady earning + minimize dilution of shareholder value But $U. They have a history of excessive sbc. This quarter I'm going to make a final judgment on their attitude. If FCF has increased but SBC shows no significant change (or at least doesn't decrease by 10% or more) I'm selling this stock and moving to truly undervalued names that actually respect shareholder value."
X Link 2026-02-04T06:28Z [---] followers, [---] engagements
"But look back at [----] before the memory super cycle. People were saying these companies were going to go bankrupt. But the ones who bought at that time made the most money. I think its the difference between momentum investors and value investors who can see the future. Of course true value investors wouldnt buy $PYPL $FIG or $DUOL lol https://twitter.com/i/web/status/2018975379114074468 https://twitter.com/i/web/status/2018975379114074468"
X Link 2026-02-04T09:10Z [---] followers, [--] engagements
"$U $APP $ZETA I thought about selling all my software stock at market open today. I figured theres more possibility that I regret this choice. Just holding til the end"
X Link 2026-02-04T16:43Z [---] followers, [---] engagements
"$APP TA Three key level I'd never imagine we'd get this much $500 - [----] September breakout $375 - Long term uptrend $200 - [----] November breakout I've basically full ported at $400. It's waiting game now"
X Link 2026-02-04T23:24Z [---] followers, [---] engagements
"@MikeLongTerm @Oracle On the other hand Google and Hut8 is like"
X Link 2025-12-18T00:47Z [---] followers, [---] engagements
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