@Crussian17 Avatar @Crussian17 TrumpGrift Capital🇺🇦

TrumpGrift Capital🇺🇦 posts on X about $googl, $amn, $brze, $team the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 43% technology brands 26% finance 18% gaming 6% automotive brands 5% countries 3% celebrities 3% social networks 3% cryptocurrencies 1% travel destinations 1%

Social topic influence $googl 8%, $amn #2, $brze #4, $team #103, $ttwo 5%, meta 5%, $hubs #20, business 4%, $mndy #53, ceo 3%

Top accounts mentioned or mentioned by @onodacapital @seekingvalue2 @compound248 @consensusgurus @mdsmaldon @beachstreetgrp @betochmam @boomorbust109 @growthinvesto13 @realjimchanos @bargainhunterrr @finseemain @batteryventures @sixsigmacapital @akhenosiris @itsmoonberries @capitalobserver @premarks @ltmleverage @sadandlonely69

Top assets mentioned Alphabet Inc Class A (GOOGL) AMN Healthcare Services (AMN) Braze Inc. (BRZE) Atlassian Corporation PLC (TEAM) Take-Two Interactive Software, Inc. (TTWO) HUBSPOT, INC. (HUBS) monday.com Ltd. (MNDY) Tesla, Inc. (TSLA) Cloudflare, Inc. (NET) Salesforce Inc (CRM) Now Coin (NOW) Robinhood Markets, Inc. (HOOD) Pinterest, Inc. (PINS) Zoom Video Communications Inc (ZM) Workday Inc (WDAY) GitLab Inc. (GTLB) Microsoft Corp. (MSFT) Klaviyo, Inc. (KVYO) RH (RH) Cardano (ADA) GlobalFoundries (GFS)

Top Social Posts

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

"Took off all my $team. [---] to [---] on peak sbc fears"
X Link 2026-01-23T18:33Z 24.5K followers, [----] engagements

"Ttwo down hard on genie [--] however gta6 is still going to absolutely smash later this yr prolly a good time to pick up some ttwo"
X Link 2026-01-30T15:25Z 24.5K followers, [----] engagements

"$ttwo CEO: GTA [--] launch marketing to be launched this summer by Rockstar ahead of the Nov release"
X Link 2026-02-03T21:39Z 24.5K followers, [----] engagements

"Wouldve expected a bigger bounce in sw after getting destroyed so badly esp as capex trade being murdered today. I guess instead of sw going higher capex just going to plunge to even it out"
X Link 2026-02-04T19:21Z 24.5K followers, [----] engagements

"With Meta and Google providing these stratospheric capex guides it just makes it that much more likely that next yr capex is flat to down Can they really increase it further from here in which case yes for now its great but also closer to the end of this capex trade so in a way neg https://twitter.com/i/web/status/2019161727305224669 https://twitter.com/i/web/status/2019161727305224669"
X Link 2026-02-04T21:30Z 24.5K followers, [----] engagements

"So whos long $team into the print today"
X Link 2026-02-05T14:35Z 24.5K followers, [----] engagements

"Wday with a 2% restructuring a restructuring for ants"
X Link 2026-02-05T16:49Z 24.5K followers, [----] engagements

"Pretty surprised amzn holding up so well post its print vs a google or meta or msft. Most crowded and everyones pick for this yr and thought it was pretty disappointing thought for sure it would be below [---] by now but keeps getting bought"
X Link 2026-02-10T15:27Z 24.5K followers, [----] engagements

"@OnodaCapital Just watched the Netflix show death by lightning recently and he is the modern day Charles Guiteau"
X Link 2026-02-10T22:04Z 24.5K followers, [----] engagements

"RT @Crussian17: @OnodaCapital Just watched the Netflix show death by lightning recently and he is the modern day Charles Guiteau"
X Link 2026-02-10T22:17Z 24.5K followers, [--] engagements

"RT @seekingvalue2: @Crussian17 Not seat based ✅. This is more of an infrastructure company than most realize. You don't just casually send"
X Link 2026-02-11T03:50Z 24.5K followers, [--] engagements

"$Net Operating cash flow for 2024: $380M $Net SBC 2024: $340M $Net Operating cash flow for 2025: $600M $Net SBC 2025: $450M $Net FCF 2024: $165M $Net FCF 2025: $260M Investors: Hey lets bid this up 15% cuz who cares about sbc they just accelerated a couple of percentage points and only trade at 29x revs and 280x FCF (with sbc) And yes $net is a bit capital intensive unlike other companies Like what are we talking about I have no position https://twitter.com/i/web/status/2021445925412143542 https://twitter.com/i/web/status/2021445925412143542"
X Link 2026-02-11T04:47Z 24.5K followers, [----] engagements

"@compound248 Could I interest you in $net which is up 15% on a print where they accelerated a couple of points which is only trading at 29x revs and 280x FCF (including sbc) and decently negative FCF if you remove it given its a pretty capital intensive business unlike most peers $Net Operating cash flow for 2024: $380M $Net SBC 2024: $340M $Net Operating cash flow for 2025: $600M $Net SBC 2025: $450M $Net FCF 2024: $165M $Net FCF 2025: $260M Investors: Hey lets bid this up 15% cuz who cares about sbc they just accelerated a couple of percentage $Net Operating cash flow for 2024: $380M $Net"
X Link 2026-02-11T04:49Z 24.5K followers, [---] engagements

"RT @RealJimChanos: Whatever your view on $HOOD being a casino vs a financial platform the following observation is stunning to me: If we i"
X Link 2026-02-11T18:44Z 24.5K followers, [---] engagements

"RT @mdsmaldon: @Crussian17 customers concur - spending intent 'ramping' for $BRZE and not so for $KYVO"
X Link 2026-02-11T20:24Z 24.5K followers, [--] engagements

"Hubs -2% for a sw print is the new +30% still think decent shot green tmrw. Everything looked good plus 1B buyback"
X Link 2026-02-11T21:25Z 24.5K followers, [----] engagements

"RT @bargainhunterrr: $HUBS $CRM $MNDY Reality Check: The "Free" Internal Tool vs. The Paid SaaS. We ran the numbers for a standard 30-perso"
X Link 2026-02-11T21:30Z 24.5K followers, [--] engagements

"RT @Finsee_main: $HUBS Q4 [----] earnings: Billings Surge and Margins Expand in Transformative Quarter HubSpot delivered a 'transformative'"
X Link 2026-02-11T21:31Z 24.5K followers, [--] engagements

"Hubs conf call the best in terms of logically pushing back against death of sw and why and makes a lot of sense"
X Link 2026-02-11T22:27Z 24.5K followers, 11K engagements

"Hubs saves saas"
X Link 2026-02-11T22:40Z 24.5K followers, [----] engagements

"Just pick a vertical make "claude for X" vaporware company and cash in on any short. This does nothing that $brze does but its down 10% today on this. Bought it today Today we're releasing Claude Code for marketing. It does a marketer's work in minutes by browsing clicking and posting like a human would. The marketing hire is now optional: https://t.co/wWTqg99HQU Today we're releasing Claude Code for marketing. It does a marketer's work in minutes by browsing clicking and posting like a human would. The marketing hire is now optional: https://t.co/wWTqg99HQU"
X Link 2026-01-16T21:18Z 24.5K followers, 14.3K engagements

"Nice $brze Just pick a vertical make "claude for X" vaporware company and cash in on any short. This does nothing that $brze does but its down 10% today on this. Bought it today Just pick a vertical make "claude for X" vaporware company and cash in on any short. This does nothing that $brze does but its down 10% today on this. Bought it today"
X Link 2026-01-22T15:32Z 24.5K followers, [----] engagements

"$brze founders lost control of $brze ripe for activist sale As expected $BRZE Braze Class B shares have converted to Class A. Founders now control 6% of vote alongside @BatteryVentures 5%. Given depressed valuation wouldn't be surprised if an #activist got involved in near future to help right size the expense profile of the biz👀 https://t.co/NYCUtz2JaI As expected $BRZE Braze Class B shares have converted to Class A. Founders now control 6% of vote alongside @BatteryVentures 5%. Given depressed valuation wouldn't be surprised if an #activist got involved in near future to help right size"
X Link 2026-02-02T20:11Z 24.5K followers, [----] engagements

"$brze $BRZE Stock Conversion: On January [--] [----] Braze Inc. converted all outstanding shares of Class B Common Stock into Class A Common Stock after they represented less than 10% of total shares affecting approximately [---------] Class A shares outstanding. This conversion $BRZE Stock Conversion: On January [--] [----] Braze Inc. converted all outstanding shares of Class B Common Stock into Class A Common Stock after they represented less than 10% of total shares affecting approximately [---------] Class A shares outstanding. This conversion"
X Link 2026-02-02T20:13Z 24.5K followers, [----] engagements

"So the game is already working for him to be playing it $ttwo Rockstar Games accepted a terminally ill fans wish to play GTA [--] early after a family member publicly shared his story. https://t.co/xIyBqMhRX7 Rockstar Games accepted a terminally ill fans wish to play GTA [--] early after a family member publicly shared his story. https://t.co/xIyBqMhRX7"
X Link 2026-02-03T20:11Z 24.5K followers, [----] engagements

"This $ttwo drop such a gift ahead of gta [--] this startup thats taking app and U down has nothing to do with them selling games"
X Link 2026-02-04T14:39Z 24.5K followers, [----] engagements

"Head of Agentforce left"
X Link 2026-02-09T20:54Z 24.5K followers, 15.9K engagements

"$team gonna end red after up 6% isnt it"
X Link 2026-02-10T17:44Z 24.5K followers, [----] engagements

"Watch $hubs buck the trend today"
X Link 2026-02-11T15:03Z 24.5K followers, [----] engagements

"Management buyouts got to be considered here"
X Link 2026-02-11T16:50Z 24.5K followers, [----] engagements

"Not a technicals guy but first time $amn above the [---] day in [--] years right when the business has troughed as well as its multiple"
X Link 2026-01-22T16:24Z 24.5K followers, [----] engagements

"$pins clearly being valued like its going to zero 10x FCF here and no one cares. Narrative seems to be with ai their users will just continually decline from here and that its a value trap"
X Link 2026-01-28T16:13Z 24.5K followers, 12.5K engagements

"Mndy 3.6B market cap with 1.5b in cash and 750M in buyback here trading less than 1.5x rev. Gotta imagine buyback stabilizes the stock shortly if nothing else"
X Link 2026-02-11T15:09Z 24.5K followers, 11K engagements

"FYI: Travel nurses cant be replaced by claude/ai"
X Link 2026-01-14T15:24Z 24.5K followers, [----] engagements

"$zm growing 3% has a higher sales multiple than $crm $mndy $wday $gtlb $team and most saas at this point. Yes their margins are much higher HOWEVER if $zm can have these kinds of margins while competing against a FREE product from the two largest deep pocketed competitors in $msft and $goog with teams and google meet in one of the most commoditized products that exists then whats the real danger to the other guys The difference is that the rest of the guys havent given up on growth but if ever wanted to could easily get much higher margins https://twitter.com/i/web/status/2016921422715883796"
X Link 2026-01-29T17:08Z 24.5K followers, 13.7K engagements

"$brze is a much higher quality $kvyo. Been sold to hell for no reason after two seq accelerating qs. Cheap as hell"
X Link 2026-02-10T21:30Z 24.5K followers, [----] engagements

"Did everyone mass short $brze not understanding what they even do Performance marketing consumption software that has nothing to do with seats. Lets go back to 30s now"
X Link 2026-02-10T22:06Z 24.5K followers, [----] engagements

"@compound248 You bought $mndy"
X Link 2026-02-11T04:12Z 24.5K followers, [----] engagements

"$mndy buyback coming on [--] day rule out of sellers"
X Link 2026-02-11T17:47Z 24.5K followers, [----] engagements

"Shorting software right after they release the print is an infinite money glitch. $hubs looks great but sold off on ppl pressing. If anyone cared it would be green off this"
X Link 2026-02-11T21:17Z 24.5K followers, [----] engagements

"$hubs green Shorting software right after they release the print is an infinite money glitch. $hubs looks great but sold off on ppl pressing. If anyone cared it would be green off this Shorting software right after they release the print is an infinite money glitch. $hubs looks great but sold off on ppl pressing. If anyone cared it would be green off this"
X Link 2026-02-11T22:16Z 24.5K followers, [----] engagements

"$amn chief revenue officer went to a smaller competitor today. Company reports next week so in quiet period absolutely stupid stock dropped 17% on that today and actually started dropping a little late yday as someone likely knew. He came to the company just under [--] years ago so basically right when the fundamentals in the industry started collapsing. Before that he was at another company oft just under two years so quite a lot of jumps. Who knows his comp package at Amn but assume whatever he was given is quite underwater so made the move easy. Definitely not something to dump the stock like"
X Link 2026-02-12T22:02Z 24.5K followers, [----] engagements

"@BeachStreetGrp Yes these guys got in two qs ago when $amn initially hit [--] and then was up every day and went to [--]. It was clear they were exiting their position after the last q when the stock only went lower each and every day until the jmp conf so this is old news"
X Link 2026-02-12T23:51Z 24.5K followers, [---] engagements

"Dunk contest an utter embarrassment"
X Link 2026-02-15T06:20Z 24.5K followers, [----] engagements

"Absolutely wild on $rh 🚩 Gary: you can look at our balance sheet and say we have a lot of debt. But we dont look at it that way we look at it as a currency swap where we traded debt for another currency which is our stock. We can turn that into cash anytime as its very liquid and if you look at where our stock is trading AH looks like [---] thats a pretty good return that we made. They literally just stopped the call to look where the stock is to calculate the return on buying their stock back which Ive never seen any company or ceo do ever"
X Link 2024-12-12T22:51Z 24.5K followers, 88.3K engagements

"Almost 40% of PLTR earnings in [----] came from interest on their cash"
X Link 2025-02-04T00:33Z 24.5K followers, 174.7K engagements

"Okta in non stop melt up mode since yr started. My largest position and win so far which was comical below [--] at start of yr. That said almost [---] a bit different so took steps"
X Link 2025-02-05T19:23Z 24.5K followers, [----] engagements

"Youre a fucking idiot spewing Russian propaganda. Get back to me when Putin holds a free and credible election. How is a country being bombed and invaded where critical infrastructure is being destroyed and troops moving dynamically across multiple fronts supposed to stop and register and get people to vote and verify and track everything to the point where it doesnt get criticized or taken advantage of Zelensky enjoys an approval rating above Trump and the law says that an election cant be held until [--] months post martial law being over. Tbis jd exactly what martial law is for. You"
X Link 2025-02-20T00:04Z 24.5K followers, [----] engagements

"If Im China I take Taiwan now. Trump would probably blame Taiwan and talk about how they ripped us off on chips and let it happen"
X Link 2025-02-28T19:06Z 24.5K followers, 155.9K engagements

"Let me get this straight spending tax dollars to aid the territorial integrity of Europe and a stable world order to prevent the forming of a second Soviet Union is a bad waste of tax payer funds but setting up a crypto reserve to pump and speculate shitcoins with tax dollars is great. Corruption fully operating in the open A portion of your future tax dollars will go towards buying Cardano. Let that fucking sink in for a second. A portion of your future tax dollars will go towards buying Cardano. Let that fucking sink in for a second"
X Link 2025-03-02T17:26Z 24.5K followers, 15.9K engagements

"Fuck around and find out Elon Musk shared a tweet suggesting that Mexican billionaire Carlos Slim might have ties to criminal groups. Slim responded by canceling all business collaborations with Starlink in Latin America-costing Musk over $7 billion. Slim took it a step further announcing that he would shift his planned $22 billion investment with Starlink over the next five years to Chinese and European companies instead. Beyond the financial blow Musk lost his key business partner across [--] countries"
X Link 2025-03-06T20:18Z 24.5K followers, 49.8K engagements

"No one is moving any manufacturing to the US due to 20% tariffs. Re-industrialization of the US as a narrative just died as Trump caved due to one bad week in the stock market and negotiated against himself while China did nothing. He even asked for a call with Xi first and then did this and paused tariffs on everyone else for [--] days. No reason for anyone to negotiate seriously with us as we just lost all leverage (for those who ever believed this was the right move)"
X Link 2025-04-12T17:24Z 24.5K followers, 20.2K engagements

"Interactive brokers ceo saying traders on his platform every day bought more than they sold since pullback began and were net buyers overall. They are just buying and buying and buying"
X Link 2025-04-15T20:12Z 24.5K followers, 50.5K engagements

"Shorted $tsla just now. With the bill passing I just dont think Elon can keep quiet and not tweet something against it over the weekend esp if drunk or on ketamine"
X Link 2025-07-03T19:40Z 24.5K followers, 382.5K engagements

"Anything retail isnt buying has zero bid and is flat to down every day"
X Link 2025-07-16T18:29Z 24.5K followers, 14.8K engagements

"MS AWS model with Anthropic contribution. This is why I said AWS is going to accelerate from here given anthropic ramp from here starting next q and on AWS going to only accelerate from here Im buying the dip in amzn. AWS going to only accelerate from here Im buying the dip in amzn"
X Link 2025-08-01T11:42Z 24.5K followers, 18.8K engagements

"Apple announcement is a joke lol Most the $100B to be spent with components built in the US through Apple partners like Corning Coherent GlobalWafers Applied Materials TI Samsung GlobalFoundries Amkor and Broadcom. Theyre not building any new factories or making any iPhones here like Trump was bitching about https://twitter.com/i/web/status/1953197738159698041 https://twitter.com/i/web/status/1953197738159698041"
X Link 2025-08-06T20:53Z 24.5K followers, [----] engagements

"Absolute retards rewarded for being retarded every single day on pre revenue fraud and scam companies what a time to be alive. I find myself coming back to this "debate" Martin was more knowledgeable yet he was the one who lost money This is a lesson for investors: dont fight momentum The market can stay irrational longer than you can stay solvent https://t.co/6SUjugA9nw I find myself coming back to this "debate" Martin was more knowledgeable yet he was the one who lost money This is a lesson for investors: dont fight momentum The market can stay irrational longer than you can stay solvent"
X Link 2025-09-19T20:26Z 24.5K followers, 50.5K engagements

"Quantum stocks: Google news came out and crushed the narrative on them. Some insider has a bag and hits the panic button and has WSJ publish a story. Dollar amount of the investment is irrelevant just some token amount like this 10M the point is to display a false show of confidence then the insider has enough exit liquidity to get out. So many pumpers like Grasso Eric Jackson and many others in this shit that for sure someone made this news happen in a panic post the Google news otherwise the timing is too crazy. Absolutely disgusting shit in a grift economy with no one overseeing anything"
X Link 2025-10-23T02:33Z 24.5K followers, 37.6K engagements

"This fucking thing cant even pick up a bag with multiple tries and theyre telling us they gonna be shipped in mass quantities next yr. The lies are so bad $TSLA Optimus robot was handing out candy in Times Square today 👀 https://t.co/rYjCAp0lcW $TSLA Optimus robot was handing out candy in Times Square today 👀 https://t.co/rYjCAp0lcW"
X Link 2025-10-27T23:10Z 24.5K followers, 42.4K engagements

"$META call just wrapped up. I think I figured out why $META stock is down 9%. Expenses are growing faster than revenue driven by third party cloud. The last two years its been the flip story. March revenue up 16% vs. expenses up 9% June revenue up 22% vs. expenses up 12%. $META call just wrapped up. I think I figured out why $META stock is down 9%. Expenses are growing faster than revenue driven by third party cloud. The last two years its been the flip story. March revenue up 16% vs. expenses up 9% June revenue up 22% vs. expenses up 12%"
X Link 2025-10-29T21:35Z 24.5K followers, 65.7K engagements

"$amn data straight fire right now"
X Link 2025-11-21T15:30Z 24.5K followers, [----] engagements

"What is it specifically about $team that its getting massacred each and every day"
X Link 2026-01-16T14:56Z 24.5K followers, 13.1K engagements

"$amn Pediatric ICU nurse says his travel agency just notified him that due to the nurses strike in NYC travel nurses are being paid up to $11000 a week. https://t.co/BEJ7Ek9H89 Pediatric ICU nurse says his travel agency just notified him that due to the nurses strike in NYC travel nurses are being paid up to $11000 a week. https://t.co/BEJ7Ek9H89"
X Link 2026-01-21T05:05Z 24.5K followers, [----] engagements

"No wonder we bottomed yday We've talked a lot about this on the Pod but the Great SaaS Meltdown has started and there's no going back. What exactly is happening In short hi growth low/no profitability SaaS is no longer a winning strategy because the big question mark is the durability of that growth https://t.co/i1CrYRiAJ3 We've talked a lot about this on the Pod but the Great SaaS Meltdown has started and there's no going back. What exactly is happening In short hi growth low/no profitability SaaS is no longer a winning strategy because the big question mark is the durability of that growth"
X Link 2026-01-22T19:10Z 24.5K followers, [----] engagements

"Intel is a meme stock that has actually done nothing fundamentally to improve itself other than Trump vibes thats more than doubled its stock"
X Link 2026-01-22T21:04Z 24.5K followers, [----] engagements

"DJ Sol made 47M last year will he be at Tomorrowland this yr or Ibiza"
X Link 2026-01-23T20:06Z 24.5K followers, [----] engagements

"I refuse to believe that anyone can be so absolutely fucking retarded but here we are What is it about Minneapolis that the two tragic ICE shootings took place there within two or so weeks of each other Could it really be a coincidence It is almost as if the governor of Minnesota called for protestors to intervene in ICE enforcements in an incendiary manner What is it about Minneapolis that the two tragic ICE shootings took place there within two or so weeks of each other Could it really be a coincidence It is almost as if the governor of Minnesota called for protestors to intervene in ICE"
X Link 2026-01-25T00:05Z 24.5K followers, 27.9K engagements

"Ppl up in arms about the outrage of illegal immigrants being criminals breaking the law meanwhile you have fraudsters and criminals being pardoned each and every day the worst and most brazen the better as long as they contributed $ to this administration or pledged allegiance and kissed the ring. So many winning contracts each and every day for their contributions too. Its the Golden Age of Fraud like no other and meanwhile they have the balls to position themselves as the rule of law party ZOOMER JOHN DAGHITA WHO ALLEGEDLY STOLE OVER $40M OF CRYPTO FROM THE US GOVERNMENT IS THE SON OF CMDSS"
X Link 2026-01-25T17:20Z 24.5K followers, [----] engagements

"Meta street capex estimate is 110B and total expenses at 150B. I cant see how capex isnt at least 120B and total expenses 160B and think theres risk they may even go higher than that"
X Link 2026-01-28T16:28Z 24.5K followers, 10.9K engagements

"125B capex and 165B total Expenses Meta street capex estimate is 110B and total expenses at 150B. I cant see how capex isnt at least 120B and total expenses 160B and think theres risk they may even go higher than that Meta street capex estimate is 110B and total expenses at 150B. I cant see how capex isnt at least 120B and total expenses 160B and think theres risk they may even go higher than that"
X Link 2026-01-28T21:05Z 24.5K followers, 10.2K engagements

"Oh look $now is going to tank sw tmrw"
X Link 2026-01-28T21:17Z 24.5K followers, [----] engagements

"Msft says OpenAI is 45% of their RPO its fake"
X Link 2026-01-28T21:24Z 24.5K followers, 15.8K engagements

"So whos going to want to be long Tesla in an admitted huge capex year where going fwd fsd sales will not be upfront anymore so margins will drop and they scale up producing robots that no one wants and two passenger cyber cabs that get into accidents and unsafe with just cameras. This is the yr Tesla stock is vulnerable imo"
X Link 2026-01-28T22:57Z 24.5K followers, [----] engagements

"Elon: we might build Tesla fabs to build our own chips like tsmc and memory like micron. Lol"
X Link 2026-01-28T23:15Z 24.5K followers, 20.4K engagements

"While S and X purchases are small I think its easy to underestimate their effect on the brand. All cheap cars will cheapen the brand image Model S and X production ending next Q Model S and X production ending next Q"
X Link 2026-01-28T23:59Z 24.5K followers, 10.8K engagements

"So you can lose 50% on the depreciation immediately since they wont exist any longer and have no demand The Tesla Model S and Model X are amazing vehicles. Get them while still available The Tesla Model S and Model X are amazing vehicles. Get them while still available"
X Link 2026-01-29T11:57Z 24.5K followers, [----] engagements

"Bought $now this morning 119"
X Link 2026-01-29T14:17Z 24.5K followers, [----] engagements

"Zm has been able to compete against a free product in Teams and Google meet against the two most deep pocketed competitors and have the margins they do and now trades at a higher revenue multiple than wday CRM team mndy gtlb and many others. If Zm can do that against a free product these others can do the same. Difference is they are investing for growth which Zm isnt hence the margins. The ability is there though imo https://twitter.com/i/web/status/2016974775013560418 https://twitter.com/i/web/status/2016974775013560418"
X Link 2026-01-29T20:40Z 24.5K followers, [----] engagements

"At this point I honestly dont know if thats a good or bad thing for the stock Amazon in talks to invest up to $50b in OpenAI - WSJ $AMZN Amazon in talks to invest up to $50b in OpenAI - WSJ $AMZN"
X Link 2026-01-29T20:41Z 24.5K followers, [----] engagements

"Musk has also discussed using SpaceXs Starship rockets to carry Teslas Optimus robots to the moon as well as to Mars. xAI could benefit enormously from computing capacity provided by SpaceXs data centers in orbit if the company can make the engineering work. So hes going to sell these useless robots to himself as the only buyer https://twitter.com/i/web/status/2017016575480705120 https://twitter.com/i/web/status/2017016575480705120"
X Link 2026-01-29T23:26Z 24.5K followers, [----] engagements

"@OnodaCapital Clearly the only rational course of action is to buy IBM"
X Link 2026-01-30T03:05Z 24.5K followers, [---] engagements

"Zm with 35% of their FCF as sbc equal to 16% of rev is trading at 5.5x revs (more than most on this list while growing 3% is the only one thats green ytd The Great Software Meltdown https://t.co/dYzFUOcpHr The Great Software Meltdown https://t.co/dYzFUOcpHr"
X Link 2026-01-30T03:13Z 24.5K followers, [----] engagements

"@SixSigmaCapital Those are growing 20% while zm is growing 3%"
X Link 2026-01-30T03:20Z 24.5K followers, [---] engagements

"@akhenosiris @ConsensusGurus @its_moonberries Real talk what are people penciling in for the yr after this you think How about next yr"
X Link 2026-01-30T03:58Z 24.5K followers, [---] engagements

"Tell me you dont know anything about saas without telling me Amazing chart worth reading. Legacy SaaS has a short window to convert RPO to revenue. Otherwise the AI cometh Amazing chart worth reading. Legacy SaaS has a short window to convert RPO to revenue. Otherwise the AI cometh"
X Link 2026-01-30T04:17Z 24.5K followers, [----] engagements

"lol this video is not made by genie [--] but by YouTube video tools $ttwo Google latest AI makes u generate games in a couple of minutes. that's mad crazy. GTA [--] Greenland Edition. it is definitely the end of the gaming studios. https://t.co/qKKZowp81Y Google latest AI makes u generate games in a couple of minutes. that's mad crazy. GTA [--] Greenland Edition. it is definitely the end of the gaming studios. https://t.co/qKKZowp81Y"
X Link 2026-01-30T15:28Z 24.5K followers, [----] engagements

"Mndy to zero huh"
X Link 2026-01-30T15:41Z 24.5K followers, [----] engagements

"Ttwo reports next week if they confirm GTA [--] then the stock should jump big"
X Link 2026-01-30T16:11Z 24.5K followers, [----] engagements

"Crm price action today = death"
X Link 2026-02-02T17:40Z 24.5K followers, [----] engagements

"@CapitalObserver Is sbc even a cost/real dilution at this point where most stocks likely trade well below everyones strike price on their options. Rsus yes but many have options at higher strikes"
X Link 2026-02-03T21:00Z 24.5K followers, [----] engagements

"GTA release date kept as Nov this yr by $ttwo"
X Link 2026-02-03T21:10Z 24.5K followers, [----] engagements

"Bought some orcl openai about to get funding and orcl will raise shortly might be good time for a bounce of some sort"
X Link 2026-02-04T14:44Z 24.5K followers, [----] engagements

"Amd -14% Sndk -11% Mu -8% Oh look software up funny how that works"
X Link 2026-02-04T15:57Z 24.5K followers, [----] engagements

"CNBC anchor saying this morning in an hour she just vibe coded something similar to mndy"
X Link 2026-02-04T16:59Z 24.5K followers, [----] engagements

"Capex of 180B vs 120B estimate We are going to overbuild so much and have an epic pop to all of this I cant imagine in this environment that Google doesnt sell off almost no matter what they report unless a shocking beat and raise. Huge outperformer this yr with everyone bullish now everyone on one side I cant imagine in this environment that Google doesnt sell off almost no matter what they report unless a shocking beat and raise. Huge outperformer this yr with everyone bullish now everyone on one side"
X Link 2026-02-04T21:06Z 24.5K followers, [----] engagements

"Sw gonna get killed tmrw as ppl buy back the entire google cohort"
X Link 2026-02-04T21:13Z 24.5K followers, 13.1K engagements

"Reason $amn up big is that their guide for rev and margins implies they keeping Kaiser who is their largest customer. With that overhang off the stock is investable again from many who refused to touch it before getting clarity if Kaiser would remain with them which now it looks like they will so the endless selling should be done here. Normalized multiple on this business implies a 3x of where it currently trades and thats on trough estimates that its coming off of now https://twitter.com/i/web/status/2011533885683966223 https://twitter.com/i/web/status/2011533885683966223"
X Link 2026-01-14T20:20Z 24.5K followers, [----] engagements

"This is the way $amn @P_Remarks @ltmleverage @sadandlonely_69 @Crussian17 Seems like we get trough on trough into bear case being removed into potential multi year up cycle = multi bagger off tax loss selling. I like this one - was just waiting for it to move and it did @P_Remarks @ltmleverage @sadandlonely_69 @Crussian17 Seems like we get trough on trough into bear case being removed into potential multi year up cycle = multi bagger off tax loss selling. I like this one - was just waiting for it to move and it did"
X Link 2026-01-15T05:21Z 24.5K followers, [----] engagements

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