@CousinGraig Graig

Graig posts on X about growth, business, ai, $hubs the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

[--] Week [------] +778%
[--] Month [------] +24%
[--] Months [-------] -71%
[--] Year [-------] -56%

Mentions: [--] #

[--] Week [--] +164%
[--] Month [--] +212%
[--] Months [---] +107%
[--] Year [---] +10%

Followers: [-----] #

[--] Week [-----] +3.80%
[--] Month [-----] +6.20%
[--] Months [-----] +24%
[--] Year [-----] +59%

CreatorRank: [-------] #

Social Influence

Social category influence stocks 45.6% technology brands 22.4% finance 14.4% countries 4.8% cryptocurrencies 3.2% currencies 2.4% products 0.8% fashion brands 0.8% automotive brands 0.8%

Social topic influence growth 8%, business 5.6%, ai 5.6%, $hubs 4.8%, in the 4.8%, meta 4.8%, $mrvi 4%, $snps #26, red 4%, $meta 4%

Top accounts mentioned or mentioned by @pythiar @buccocapital @jerrycap @tbu12345678 @alexintel @taobanker @stocksnweights @longtechcapital @slothcap @tangentstyle @midnightcaptl @highyieldharry @borrowedideas @valuestockgeek @metacriticcap @viggykrishnan @waterworldcapi1 @chrome_delete @alex_intel_ @borlaug

Top assets mentioned HUBSPOT, INC. (HUBS) Maravai LifeSciences Holdings, Inc. (MRVI) Synopsys, Inc. (SNPS) Metadium (META) Global Payments Inc (GPN) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Iqvia Holdings Inc (IQV) Repligen, Corp. (RGEN) S&P Global Inc (SPGI) Moody's Corporation (MCO) Rollins, Inc. (ROL) Netflix Inc (NFLX) Howmet Aerospace Inc (HWM) ANSYS, Inc. (ANSS) Apple, Inc. (AAPL) Mastercard, Inc. (MA) Intel Corporation (INTC) Exxon Mobil (XOM) T-Mobile (TMUS) AT&T Inc. (T) Verizon Communications Inc. (VZ) Duolingo, Inc. (DUOL) Wat (WAT) Bruker, Corp. (BRKR) Twist Bioscience Corporation Common Stock (TWST)

Top Social Posts

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

"Dario describing his business model as being profitable on inference but needing to constantly chase the next exponential scale up model via training which dwarfs prior model infer rev to stay competitive is v similar to the shale business model. 30-40% wellhead IRRs"
X Link 2026-02-14T03:15Z [----] followers, 41.7K engagements

"Why has $brkr underperformed $wat and $a by so much this year It trades at a steep discount to both on a relative and historical basis but offers better growth. Is just earnings revisions trending in OPP directions"
X Link 2024-11-13T03:38Z [----] followers, [---] engagements

"$mrvi baggy posting before he gets smoked (again) on new mgmt kitchen sinking outlook. But CDMO commentary favors reshoring. Mrvi has 230k+ sqft of mRNA manufacturing capacity from research to gmp grade. Mrvi received $39m from govt for 50% of construction cost for 32k sqft"
X Link 2025-07-24T14:16Z [----] followers, 13.5K engagements

"$mrvi CEO Brust Bernd with a real insider buy 250k shares at $3.23 for $800k and talking growth in [--] Positive signal theyre going to sell and now he has real capital at stake with risk of loss vs just seeking pull fwd of PSUs and RSUs. $mrvi baggy posting before he gets smoked (again) on new mgmt kitchen sinking outlook. But CDMO commentary favors reshoring. Mrvi has 230k+ sqft of mRNA manufacturing capacity from research to gmp grade. Mrvi received $39m from govt for 50% of construction cost for 32k sqft $mrvi baggy posting before he gets smoked (again) on new mgmt kitchen sinking outlook."
X Link 2025-11-13T23:07Z [----] followers, [----] engagements

"$GPN closed WPAY well ahead of sched. Should force sellside to UW the $20+ of EPS in [----] & byond. the fact it closed [--] days into '26 is very +'ve as they're actually executing (a change from past). Real FCF/shr $13 in '26 $15 in '27 $20+ in '28 6x '26 growing fcf/shr 20%"
X Link 2026-01-12T16:15Z [----] followers, [----] engagements

"I feel like if Cytiva was a standalone or sartorius were US listed $RGEN would trade at 1/2 the multiple. I own it I get it. But I think it might be too expensive (granted same logic applied when I bought it)"
X Link 2026-01-15T01:13Z [----] followers, [----] engagements

"Why are we shooting $snps today Does Someone know ahead of time that Lip Bu Tan is going to open tonights call with a swan tom bomb on top of Sassine"
X Link 2026-01-22T15:07Z [----] followers, [----] engagements

"@Borlaug_ @Quiquepozo Tbf $twst at 6X rev and same gross margin profile as $rgen with higher growth and better upside leverage to return of spending does seem better risk/reward than $rgen at 11x rev with elevidys headwind this year. I own both but am nail biting a bit on $rgen"
X Link 2026-02-02T16:21Z [----] followers, [---] engagements

"@PythiaR CROs too $IQV"
X Link 2026-02-03T16:54Z [----] followers, [---] engagements

"Confession: I bought a small position in $hubs Today. 3.5x sales for this year. Less siloed data across platform of apps than competitors and theyre pushing agentic solutions.SBC abuser but its red herring after the drawdown. 🙏🙏🙏"
X Link 2026-02-03T21:08Z [----] followers, [----] engagements

"Global Payments to announce 4Q and FY25 earnings on February [--] +5%. My god the bar is low $gpn (*idc about 2-day performance or any time horizon beyond today)"
X Link 2026-02-04T15:31Z [----] followers, [---] engagements

"Some % of $IQV TAS business is low value consulting etc. & theres lots of corp bloat but how crazy am I to suggest the data inertia & switching cost in customer workflows for IMS/IQVIA data is better than $spgi or $mco Pls only reply to tell me Im an idiot. HC reg Fin reg"
X Link 2026-02-05T17:37Z [----] followers, [----] engagements

"$hubs calling out $rto increasing leads by 76% on same night $ROL shows decel Coincidence I think not $rto still a 16x fwd multiple"
X Link 2026-02-11T22:47Z [----] followers, [----] engagements

"@Alex_Intel_ @TBU12345678 Google has done this already with Alpha chip. They work closely already with $snps. Im prob ignorant here but risk of getting something wrong in design & test and rejected by TSM/Intel here seems to significantly outweigh any benefits of cost savings https://www.tomshardware.com/tech-industry/google-unveils-alphachip-ai-assisted-chip-design-technology-chip-layout-as-a-game-for-a-computer https://www.tomshardware.com/tech-industry/google-unveils-alphachip-ai-assisted-chip-design-technology-chip-layout-as-a-game-for-a-computer"
X Link 2026-02-12T15:54Z [----] followers, [---] engagements

"@Alex_Intel_ @TBU12345678 Is data acquisition a barrier to this Or no its available with some work"
X Link 2026-02-12T16:12Z [----] followers, [---] engagements

"@TBU12345678 @Alex_Intel_ This makes sense and was my understanding. Also both cdns/snps have developed deterministic ai tools already. If that easy to replace would we see Jensen invest $2B in $snps Vs try to do it themselves"
X Link 2026-02-12T16:24Z [----] followers, [---] engagements

"@taobanker None of these stocks work without significant chng in cost structure. Trailing fcf/earnings meaningless. More abt is solution good enough such that rev can still grow and can co get lean using AI. Could argue right now is only time where p/s is valid if HC cut by 30%+ in 1-2yrs"
X Link 2026-02-13T17:06Z [----] followers, [---] engagements

"I wonder if anyone will think its a bad idea to realign the economy at a blistering pace in the spirit of nuking that very same economy lest they be called a Luddite"
X Link 2026-02-14T01:56Z [----] followers, [---] engagements

"@taobanker @buccocapital I think its defensive but also makes MKT structure much better for $NFLX. NFLX better off in world where $PSKY+WBD or $AMZN+WBD doesnt exist. Also distribution should be more valuable when barrier to content creation drops. Harder for content to stand out Same tru for $meta/YT"
X Link 2026-02-14T20:08Z [----] followers, [---] engagements

"@buccocapital So realistically talking buying something for $100-200k that gets to $100-200M over [--] years 12% compounding. Id look hard around Lake Champlain; Burlington skiing and water front unaffected by sea levels (I hope)"
X Link 2022-08-21T13:25Z [----] followers, [--] engagements

"@TickerHistory Using an overvalued stock as currency is usually smart. $SQ and $AFRM both down 80% from peak so from dilution POV wouldnt have made much of a difference. Could $SQ B/S handle issuing $5B of debt to do that today Prob not. Either way BNPL = trash as standalone co"
X Link 2022-10-15T05:05Z [----] followers, [--] engagements

"@tangentstyle He claims at a certain scale yes. Speaks very cavalier about having $100s of B of revenue as if its in their pocket (yes theyre 10xing) while also claims how hard it is to forecast demand and How important it is to get it right"
X Link 2026-02-14T03:43Z [----] followers, [---] engagements

"@tangentstyle Boldly Openly saying he intends to eliminate 100% of SWE jobs. Its extremely dystopian. Mkt cant handle Fed unexpectedly raising rates [--] bps. He clearly has credibility and is getting funded. If hes right hes prob walking society off a cliff"
X Link 2026-02-14T03:48Z [----] followers, [--] engagements

"@StocksnWeights Idk how the hyper scaler capex guides arent nuking the neoclouds"
X Link 2026-02-14T17:22Z [----] followers, [----] engagements

"@Midnight_Captl Any AI FUD will weigh on stock but if this drives step chnge in supply of quality content production wouldnt this be +ve for exiting distribution platforms Like $NFLX and $META Consumer still needs someone to filter good content to the top for them"
X Link 2026-02-15T15:35Z [----] followers, [---] engagements

"@LongTechCapital @StocksnWeights Hence why a 70% growth in HPC spend should be incredibly bearish for them"
X Link 2026-02-14T22:30Z [----] followers, [---] engagements

"How does a company like Arconic now Howmet $hwm reach a $100B of mkt cap and stay hidden in Alcoa for so long. Its at 50x earnings. Is there just no price that the mkt wont pay for aerospace cos"
X Link 2026-02-16T04:47Z [----] followers, 10.5K engagements

"@compoundpapi @NrthStarCapital @CompounderB 12% fcf yield to start rare category creator. Intl growth is still hsd-ldd and is 35% of mix. Classic clog is $50; 7.4% price cagr over 5yrs pricing power inflation. If they commit to buyback at 12-13x in [--] on high teens fcf/shr it could be $200 20ish% IRR"
X Link 2024-12-21T00:00Z [----] followers, [----] engagements

"$APD vs mantle ridge. Mantle ridge suggesting most of the below to be implemented by former LIN/praxair execs. Recent pull back to $280s looks decent again. APD response to hilals presentation pretty weak. MR should win @JeremyBlackman3 @PythiaR For USGC rescope aspects of the project. Institute higher return hurdle for future backlog (no confidence in ROIC on fut. capital deployed ). Sell certain projects with sunk costs. Prob not much you can do for NEOM. Improve disclosures. Give FCF +ve horizon & set target buyback @JeremyBlackman3 @PythiaR For USGC rescope aspects of the project."
X Link 2024-12-31T01:31Z [----] followers, [----] engagements

"$keys seems to be a decent beneficiary of $snpss deal for $anss. Picking off required divestitures and increasing software biz mix"
X Link 2025-01-07T16:56Z [----] followers, [----] engagements

"@JerryCap Interesting choice to keep $bf.b but cut $deo. Long history of Brown liquor demand ebbs and flows in the US. GenZ doesnt drink it and theres a glut bc of how long it takes to age. $DEO better end mkts + more EM & more flexibility to pivot despite size. He Must like the family"
X Link 2025-01-09T13:50Z [----] followers, [---] engagements

"$vale looks good here imo. large discount to peers on historic relationship. M-teens fcf yield at spot io ex-grow capex. If IO goes $80 at least 30-40% of industry is loss making & signals bad state for rest of global eco. 50y lom low cost low multiple on bottom cycle earning"
X Link 2025-01-10T02:00Z [----] followers, [----] engagements

"@rev_cap @verdadcap Didnt kno where this was going but you really landed the plane"
X Link 2025-01-13T19:43Z [----] followers, [---] engagements

"If Google can get Gemini to automatically unsubscribe me from every spam email I get in my Gmail I will pay as much as they want me to $goog"
X Link 2025-01-17T15:23Z [----] followers, [---] engagements

"$crox is the 42nd cheapest co in Russell [----] on fwd earnings 8x and fcf 12%. Those ahead of it are bad businesses: non-bank fins orphan pharma spincos auto oems/T1 suppliers O&G e&ps pharmaciesand lease cos. 58% GM 25% OM. Sneaker peers trade at 14-20x. This looks good"
X Link 2025-01-24T20:27Z [----] followers, 48.4K engagements

"@sloth_cap I would argue all those business characteristics combined with an objectively and relatively low starting multiple and FCF gen that enables meaningful buybacks are actually quite unique. Similar setup to tapestry"
X Link 2025-01-24T22:47Z [----] followers, [---] engagements

"It takes some real balls to tell $msft execs they had a disappointing quarter when they grew a $60B+ run rate business by 31%"
X Link 2025-01-30T02:45Z [----] followers, [----] engagements

"@PythiaR From the people who brought you your favorite titles like leading beauty forward post Covid recovery plan and profit recovery & growth plan now comes Beauty Reimagined"
X Link 2025-02-04T21:43Z [----] followers, [---] engagements

"$mrvi signs licensing agreement with $dhr this is good https://www.businesswire.com/news/home/20250204333920/en/TriLink-BioTechnologies%C2%AE-and-Aldevron-Enter-into-Non-exclusive-License-and-Supply-Agreement-for-CleanCap%C2%AE-mRNA-Capping-Technology https://www.businesswire.com/news/home/20250204333920/en/TriLink-BioTechnologies%C2%AE-and-Aldevron-Enter-into-Non-exclusive-License-and-Supply-Agreement-for-CleanCap%C2%AE-mRNA-Capping-Technology"
X Link 2025-02-05T14:28Z [----] followers, 14.8K engagements

"@PythiaR @peter_mantas I kno there was a case that DHR might not be interested bc they just bought aldevron but licensing deal showing mrvi is filling a product gap and DHR in the past has partnered/licensed then acquired"
X Link 2025-02-05T16:12Z [----] followers, [---] engagements

"Paradox: Google -8% due partially to aggressive infra capex. They refuse to lose AI race and get disrupted. BUT if AI ends up being a flop (at the application level unlikely LT) then biggest bear case for search goes away. So if industry ROIC sucks then they are much better off"
X Link 2025-02-05T19:12Z [----] followers, 20.9K engagements

"But the stock is down bc market is concerned about low ROIC on capex"
X Link 2025-02-05T19:12Z [----] followers, [----] engagements

"@buccocapital @HighyieldHarry You can obviously verify & have benefit of citations and this will replace hours of initial research & writing. I struggle somewhat with getting over the leap of faith in making this a staple of the process and what muscles might degrade as a result"
X Link 2025-02-15T13:09Z [----] followers, [---] engagements

"$snps at 31x fwd eps looks decent here even if top line growth is 10%. More biz risks than normal tho. Intel spend less certain China mkt a real wild card after being tailwind $anss is good deal but unclear if it closes bc CNY. But Is real risk customers internalize dev tools"
X Link 2025-02-21T16:25Z [----] followers, [----] engagements

"Genuinely dont understand Buffett not owning Amazon given his style and his unique size issue"
X Link 2025-02-23T22:47Z [----] followers, [----] engagements

"Will the $aapl news actually drive the $cgnx reshoring thesis to pay off"
X Link 2025-02-24T13:06Z [----] followers, [----] engagements

"@JerryCap Wait until you see some of the shareholders"
X Link 2025-02-25T13:27Z [----] followers, [---] engagements

"I say we start a strategic clean cap reserve. This would be an excellent time for the US to start dollar cost averaging into $mrvi Bitcoins price is down. This would be an excellent time for the United States to begin dollar cost averaging into bitcoin. We should establish the Bitcoin Strategic Reserve now. Bitcoins price is down. This would be an excellent time for the United States to begin dollar cost averaging into bitcoin. We should establish the Bitcoin Strategic Reserve now"
X Link 2025-02-25T19:10Z [----] followers, [----] engagements

"Satya referenced the growth opp and importance of agent observability and auditing like 5x in dwarkesh pod not controversial. $PANW deal today co-signs that and MSFT launching Agent [---]. Can observability be a point solution $ddog and $dt weak today makes sense"
X Link 2025-11-20T15:57Z [----] followers, [---] engagements

"TiO2 is ripping. $trox is 2x from November low"
X Link 2026-01-12T18:56Z [----] followers, [---] engagements

"Software getting dumped by TMT guys bc of disruption risk and growth decel value guys aint buying bc they care about SBC and GAAP earnings so valuation is 2x what headline #s suggests and quality guys are licking their wounds. Tough scene without an entprise spend accel"
X Link 2026-01-16T20:58Z [----] followers, 63.7K engagements

"@taobanker $tsn cfo is a straight shooter"
X Link 2026-01-18T00:19Z [----] followers, [---] engagements

"Anyone on #ChrisHohnTwit have a view on why TCI favors $V over $MA Expressing view of favoring US exposure vs Europe Debit vs credit Seems like owning both would give TCI better liquidity"
X Link 2026-01-21T19:10Z [----] followers, 10.2K engagements

"@evrgn11112231 Tx & generally agree. $MA Premium to $V narrowed to 10% and MA growing faster with better geomkt mix to less mature mkts. VAS doing a lot of work on growth and 40% of VAS not linked to volume I.e. could be consulting which is prob turnoff But yeah I think MA is interesting here"
X Link 2026-01-22T02:56Z [----] followers, [----] engagements

"@JerryCap $pypl thesis couldnt fit on [--] pages never mind [--] pg. Running Two brands on both wallet and merchant highly reliant on int inc intense comp Now would it have been nice if $gpn didnt wait [--] years to consolidate brands Of course but then we wouldnt be able to buy at 5.5x fcf"
X Link 2026-01-22T15:33Z [----] followers, [---] engagements

"I think the market looking at $goog full stack success and saying this might* be the only way. So Mkt giving zuck permission at $meta to go for it (30% guide helps) while saying $MSFT missing the model slice is concerning. A smooth trialing run at OAI likely relieves some fear"
X Link 2026-01-29T18:07Z [----] followers, [----] engagements

"@PythiaR Agree for meta and Zuck even saying they havent released the good stuff yet. But MSFT saying growth would be better if not capacity constrained yet theyre also dinged for spending to relieve constraint. Zucks model comment makes me think investors rethinking what wins LT"
X Link 2026-01-29T19:09Z [----] followers, [---] engagements

"@Midnight_Captl I mentioned the 30% guide. The trust in Zuck is increasing. And the market is letting him chase a word level model. I think $goog established belief that owning model + distribution is the way to go if possible. And its a natural corollary to draw"
X Link 2026-01-29T19:39Z [----] followers, [---] engagements

"I have low conf. on $hubs but dont think P/E P/FCF is the right lens to view SW knife catching given terminal value . High margins are hindrance to tough choices & committing to investing etc. the more they get punished the better they might respond (need founder involved) Confession: I bought a small position in $hubs Today. 3.5x sales for this year. Less siloed data across platform of apps than competitors and theyre pushing agentic solutions.SBC abuser but its red herring after the drawdown. 🙏🙏🙏 Confession: I bought a small position in $hubs Today. 3.5x sales for this year. Less siloed"
X Link 2026-02-06T14:37Z [----] followers, [----] engagements

"@MadThunderdome branded consumer staples; $PG $UL $CL. Exposed to priv. label substitution and currency mismatch. Each has at min 50% exposure to Intl mkts trading at 15-20% premiums to the market. $CHD just guided down on weak volumes and is 75-80% domestic"
X Link 2022-09-07T15:06Z [----] followers, [--] engagements

"@borrowed_ideas Have to think this was done to keep Figma out of the hands of someone with distribution that could really dent monopoly too (why now). Wonder if MSFT was driving up price for them"
X Link 2022-09-15T13:48Z [----] followers, [--] engagements

"@GuyAdami Surprised by finger pointing. Fed held hostage by mkt kept rates low for decade (CNBC contributed just as much to it) uncertainty of Covid impact caused JPow to do more than less politicians fueled flames w/ stim then war in Europe. This is inevitable result of last decade+"
X Link 2022-09-28T12:03Z [----] followers, [--] engagements

"@BillBrewsterTBB The counter is ability to refi (prob fine but likely dilutive event for current SHs 7-8%). Probability of option going ITM shrinks as the options time value decays. Without really strong $SPOT conviction theres prob better relval opps within straight HY bond land"
X Link 2022-11-12T23:07Z [----] followers, [--] engagements

"@ValueStockGeek @MetacriticCap $XOM plugged the DVD hole with debt for [--] years and the oil cycle turned now theyre fine. Different businesses with capital cycles going in opp directions. $INTC should have cut dvd entirely. If (Huge IF) they get fndry right in 4-5 yrs they will be cost advantaged vs $AMD"
X Link 2023-02-22T18:02Z [----] followers, [---] engagements

"@biancoresearch In the last [--] yrs prior to the last [--] weeks (6500 trading days) the 2yr US Trsy yield has experienced an absolute 1-day move (up or down) of [--] Bps or more [--] times (0.29% of trading days). Its now happened [--] days in a row"
X Link 2023-03-17T19:01Z [----] followers, 15.6K engagements

"Anyone close to auto part retailers have sense for terminal store count Has to be close. $ORLY & $AZO talkin up density focus $AAP adding stores again pricing competition for pros and DD pricing CAGR since [--]. Yes their quality but peak multiple too. Am I missing something"
X Link 2023-04-15T00:46Z [----] followers, [---] engagements

"@StoolGreenie Are you serious Of course it is. Do you not see a huge gap btwn intensity of on ball D speed of rotations btwn teams Also zero off ball movement from BOS vs MIA constant movement. Coaching is at top of the list with preparation accountability. Brad hired 34yo 5th assistant"
X Link 2023-05-22T03:34Z [----] followers, [---] engagements

"@orrdavid China growth story pricing power to drive comps (but has to be running out of steam soon) and four investor days since [----] to reset Expectations and continuously dangle the carrot"
X Link 2023-06-09T18:30Z [----] followers, [----] engagements

"@BlueDuckCap Good Bernstein note on wow moments in tech this week it references AirPods. Creating a consumer product that immediately builds a habit is extremely hard but it is THE most important thing. Apple is clearly the best at it"
X Link 2023-07-13T01:02Z [----] followers, [---] engagements

"@CelticsPost Grant is corny but is tough as nails. Celts will miss him m Mavs lucky to get him"
X Link 2023-10-07T02:23Z [----] followers, [----] engagements

"@Rebrand_As_Y This probably the worst take youve had on this app"
X Link 2023-11-23T19:38Z [----] followers, [---] engagements

"@fabknowledge How much of this do you think is price vs. how much do you think is superior operating cost mgmt I always thought TSM was reluctant to maximize price to dissuade customers from going to competitors"
X Link 2023-12-17T15:36Z [----] followers, [---] engagements

"@viggy_krishnan @gordie_smith On alc hard to distinguish btwn cyclical & secular especialy when much of secular bear view is anecdotal/hard to measure. US dist is tough but think more likely these are Lindy than not. Think wine is most Lindy $NAPA only pure play. But has baggage"
X Link 2024-06-02T14:51Z [----] followers, [---] engagements

"@LilReadingRhino @akramsrazor Not off base its correct. Unclear what exactly logo retention is but this figure seems standard for SMB/middle mkt sw. Bigger point is theres real switching cost and this was a biz that ate ADPs lunch for a stretch. Now its questioned bc mkt more mature and stock down"
X Link 2024-06-02T17:04Z [----] followers, [---] engagements

"@JerryCap @BenFranksAltEgo Investors being impatient in trying to perfectly time Bottom of cycle and want v-shaped recov but Covid overcapacity + SVB failure + China weak + rates up means just taking time. Many products have shelf lives Pharma backlogs need replenishing c&g trials stil grew in 23"
X Link 2024-07-03T00:08Z [----] followers, [---] engagements

"@JerryCap Its interesting. The no. 1&2 athleisure apparel cos dealing with similar issues. Lack of Innovation Covid hangover China weak tired US consumer. Is it possible for both to turn it around $NKE with $13B apparel rev $LULU with $9B"
X Link 2024-07-15T16:45Z [----] followers, [----] engagements

"This is bullish nom. oil price & non-US demand. oilfield service could work (god help me) w/industry kinda consolidating & USadmin support. $PTEN buyingback 6% of mkt cap in [--] 4x EV/EBITDA and 14% FCF yield. Benefits from scaled e&p consol too. Seems like @davidein type pitch NEW: Vance open to devaluing US dollar to boost exports he told me this spring. Lighthizer and allies mulling dollar devaluation if hes elevated to Treasury or other leading econ post https://t.co/whcaDK1g6X NEW: Vance open to devaluing US dollar to boost exports he told me this spring. Lighthizer and allies mulling"
X Link 2024-07-15T21:29Z [----] followers, [---] engagements

"@ValueStockGeek You think increasing his cash position by almost 70% and bringing it to 25% is just trimming Apple the largest constituent in the global stock market Hes been buy and hold for a bit yet is selling at a notable pace. Id say its more signal than noise"
X Link 2024-10-19T15:59Z [----] followers, [---] engagements

"@BrokenMoats @malinvested Not much. [--]. Moderna is not a material customer. [--]. Declining Covid vax rev is well understood. [--]. Of the [---] preclin/clinical trials using cleancap that mrvi cites roughly 90% are for modalities that are not covid related"
X Link 2025-01-14T21:59Z [----] followers, [---] engagements

"@MetacriticCap Idk if theyre chickening out of ai god race they are def getting tired of the Sam Altman business tho. Its rational for OAI/Anthropic to hype AGI+ idk if it is for MSFT/GOOG/AMZN bc they answer qtrly to investors. Whereas the former [--] are raising capital. Still spending $80B"
X Link 2025-01-22T22:00Z [----] followers, [---] engagements

"@red_dog_capital I heard copies of margin of safety are going for $20 now"
X Link 2025-01-22T22:13Z [----] followers, [----] engagements

"Depending on how you look at it Stargate could either be the modern day Manhattan Project or Prestige Worldwide funded by the Middle East"
X Link 2025-01-23T13:27Z [----] followers, [---] engagements

"@sloth_cap Well its standalone shoe category sells at blow peer prices with industry best margins dedicated consumer base of kids who grow out of shoes each year marketing spend = product partnerships they actively buyback stock intl mkts growing 10%+ and [--] recent insider buys"
X Link 2025-01-24T22:31Z [----] followers, [----] engagements

"@sloth_cap All of that is very unique about a busines trading at 8x earnings especially compared to the other industries that have obvious structural growth impediments. Hence it is mispriced at 8x earnings"
X Link 2025-01-24T22:32Z [----] followers, [---] engagements

"@ValleyFallsRI Definitely and its been a stain for mgmt. But 20% of rev now& expectations are v. Low. They also just put key crocs brand mngr in charge & that should at least stop the bleeding/show some stability. At this point it feels like red herring given how much airtime it gets"
X Link 2025-01-25T00:53Z [----] followers, [----] engagements

"@Nietschecapital Idk. Pretty strong adoption with gen Z overseas momentum its in a category by itself. At 8x youre getting paid for perceived brand durability risk"
X Link 2025-01-25T00:55Z [----] followers, [---] engagements

"This isnt deep seeks fault this is what happens when you join the Dow So long $intc short $nvda now Worked great for short $CRM and long $xom So long $intc short $nvda now Worked great for short $CRM and long $xom"
X Link 2025-01-27T13:01Z [----] followers, [----] engagements

"$MSFT looks decent here Cost to be in cloud oligopoly has gone up but capital cycle will smooth out (peaks in 26). RPOs had record growth this Q they will benefit from any inference cost/perf scaling law. Growth is still solid and is sub30x for first time since 19"
X Link 2025-01-30T21:31Z [----] followers, [----] engagements

"@borrowed_ideas Always amazed at how much white space there is to support so many large scale players pursuing similar strategies"
X Link 2025-01-31T19:00Z [----] followers, [---] engagements

"@buccocapital Who has the harder job Nico Harrison explaining why trading Luka was a good decision Or pomp explaining that tariffs are a good decision"
X Link 2025-02-02T16:21Z [----] followers, [---] engagements

"@amazonholder1 thats misleading. Issue should be with investors counting out legacy retail not $AMZN. ( $TSLA 2day). With exception of HD/LOW every name saw avg EV/EBITDA multiple expansion of 50% ( $KR 25% $COST 80%) AMZN compressed 50% from 44x to 21x. Which one do you want to own today"
X Link 2022-05-05T13:29Z [----] followers, [--] engagements

"@viggy_krishnan @marc_slans The most used consumer facing software of all time premium product status that slowly pulls in more and more tiers of consumers. Absurd take; Jobs probably would have deviated from core strengths for something new. Cook has INSANE discipline"
X Link 2022-09-08T00:50Z [----] followers, [--] engagements

"@contrarian8888 Narrative has been AAPL has no real competition for consumer hardware brand is incredible best in class allocator. Risks are cyclicality App Store take rate reliance on China. Could argue multiple should be lower but cleanest story for now"
X Link 2022-11-02T13:43Z [----] followers, [--] engagements

"@Molson_Hart Feel like there needs to be a distinction btwn a bailout and guaranteeing deposits. SHs and bond holders should get zeroed; SVB execs&regulatrs asleep at wheel to a bank tripling deposits in two years. Goal Shd be to keep confidence in banking system"
X Link 2023-03-12T18:34Z [----] followers, [---] engagements

"@Swordfishv44183 One is trying to build LT customer loyalty and doesnt price gouge despite being the only water stand in town for about a decade the other is price gouging while running the only lemonade stand in town"
X Link 2023-08-23T12:31Z [----] followers, [----] engagements

"@enemigocapital @AggieCapitalist Resources spent on branch consolidation/integration are one time that can/will go back twrds growth. ROL growth boost from door2door is high churn and will likely mean revert to historical. So growth spread VS ROL should mean revert"
X Link 2024-05-27T22:11Z [----] followers, [---] engagements

"Lot of nuggets in Silicon Valley the tv show that turned out to be very spot on. Gilfoyle saying gpu-based servers running 800x faster than cpu servers in S2e5"
X Link 2024-07-14T20:49Z [----] followers, [---] engagements

"@RadnorCapital Thinking about it this way 30-40% of queries are monetized so not 1:1 rev opp loss. goog will be largest scale & the low cost provider given there is non-0 marginal cost for inference and can easily rearchitect UI of search/gemini to get the right balance. not all bad here"
X Link 2025-01-07T22:34Z [----] followers, [---] engagements

"$mrvi could be wrong but Hulls exit 1mo ago + his replacement Eckert background & JPMHC conf absence makes the firing of the NAP president seem very much in line with a company gearing up to run a sale process. No fy25 guide but normal earnings cadence maintained. Ovrreaction Hull stepping down at $mrvi and being replaced by a guy whos been CEO of [--] cos in [--] years that were each acquired under his watch. After [--] rejected bids ($42$15$9) the stock is pretty much at an AT low ($5). Tough time for GTCR to commit to selling https://t.co/cQSKcwhESR Hull stepping down at $mrvi and being replaced"
X Link 2025-01-10T19:03Z [----] followers, 31.1K engagements

"@cap_zay Yet the core biz is still growing new search form factors driving increased usage and AI overviews monetizing at same rate. So as of now the biz is intact despite existence of a better product. Consumer Inertia + good enough improvements keeping the golden goose alive for now"
X Link 2025-02-05T21:52Z [----] followers, [---] engagements

"@buccocapital @HighyieldHarry If one created that report from scratch their confidence in what they think they kno is 9-10/10. If you just read the DR report you gain the same knowledge but w/ mayb less confidence. I wonder how DR will affect confidence in decision making/actions based on the report"
X Link 2025-02-15T13:06Z [----] followers, [----] engagements

"how will mkt treat finding out known spending commitments of Anthrop and OAI vs known rev and cash on hand. $600B+ commitments over a couple yrs means Theres a massive gap to be filled by growth. Not saying they cant. but when investors are forced to addres it could be tough"
X Link 2026-02-16T19:49Z [----] followers, [---] engagements

"$hubs calling out $rto increasing leads by 76% on same night $ROL shows decel Coincidence I think not $rto still a 16x fwd multiple"
X Link 2026-02-11T22:47Z [----] followers, [----] engagements

"RT @dalibali2: Getting rugged by a telco on innovation is quite a remarkable achievement"
X Link 2026-02-11T18:34Z [----] followers, [--] engagements

"Getting rugged by a telco on innovation is quite a remarkable achievement *DUOLINGO FALLS 6% PREMARKET AS T-MOBILE SET TO BEGIN AI-TRANSLATION FOR PHONE CALLS $DUOL $TMUS $T $VZ You know all the carriers will be rolling this out in rapid succession. *DUOLINGO FALLS 6% PREMARKET AS T-MOBILE SET TO BEGIN AI-TRANSLATION FOR PHONE CALLS $DUOL $TMUS $T $VZ You know all the carriers will be rolling this out in rapid succession"
X Link 2026-02-11T18:25Z 26K followers, 86.5K engagements

"*DUOLINGO FALLS 6% PREMARKET AS T-MOBILE SET TO BEGIN AI-TRANSLATION FOR PHONE CALLS $DUOL $TMUS $T $VZ You know all the carriers will be rolling this out in rapid succession. Why are we killing Duolingo $DUOL yet again Please don't say $U results. Why are we killing Duolingo $DUOL yet again Please don't say $U results"
X Link 2026-02-11T13:18Z 42.6K followers, 202.7K engagements

"Ackman reveals stake in hits a lot different now"
X Link 2026-02-11T18:27Z [----] followers, [---] engagements

"Congratulations on saying the biggest number"
X Link 2026-02-05T22:13Z [----] followers, [---] engagements

"So Google gonna make that OAI roadshow (will they even do one) as painful as possible"
X Link 2026-02-05T13:04Z [----] followers, [---] engagements

"Payments Dead Software Dead Info Services Dead Niedermeyer Dead"
X Link 2026-02-03T14:42Z 121.3K followers, 17.9K engagements

"A great comment from a friend who is coding with these Al tools around the clock: "For the hype you read online it's just really difficult to tell the difference between a genuine breakthrough propaganda to justify valuations and LLM psychosis""
X Link 2026-01-31T15:39Z 173.3K followers, 59.2K engagements

"The NBA contract money making sense People still don't truly comprehend the ramifications of this. $META CFO: Since the beginning of [----] we've seen a 30% increase in output per engineer with the majority of that growth coming from the adoption of agenetic coding which saw a big jump in Q4. We're seeing even People still don't truly comprehend the ramifications of this. $META CFO: Since the beginning of [----] we've seen a 30% increase in output per engineer with the majority of that growth coming from the adoption of agenetic coding which saw a big jump in Q4. We're seeing even"
X Link 2026-01-29T19:13Z [----] followers, [---] engagements

"People still don't truly comprehend the ramifications of this. $META CFO: Since the beginning of [----] we've seen a 30% increase in output per engineer with the majority of that growth coming from the adoption of agenetic coding which saw a big jump in Q4. We're seeing even stronger gains with power users of AI coding tools whose output has increased 80% year-over-year. We expect this growth to accelerate through the next half. https://twitter.com/i/web/status/2016940909242232985 https://twitter.com/i/web/status/2016940909242232985"
X Link 2026-01-29T18:26Z 72.5K followers, 250.8K engagements

"Or possibly too hard It appears they are cooked. for now It appears they are cooked. for now"
X Link 2026-01-27T20:29Z [----] followers, [---] engagements

"It appears they are cooked. for now @WaterworldCapi1 Are MCOs cooked too hard or going to print @WaterworldCapi1 Are MCOs cooked too hard or going to print"
X Link 2026-01-27T20:27Z [----] followers, [----] engagements

"@WaterworldCapi1 Are MCOs cooked too hard or going to print"
X Link 2026-01-03T00:50Z [----] followers, [---] engagements

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