@DynamicMoats Dynamic Moats

Dynamic Moats posts on X about ai, market, stocks, meta the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

Engagements: [-------] #

Mentions: [--] #

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

Social Influence

Social category influence stocks finance technology brands cryptocurrencies countries currencies automotive brands celebrities social networks financial services

Social topic influence ai, market, stocks, meta, $nvda, $googl, $cvna, in the, money, $meta

Top accounts mentioned or mentioned by @waterworldcapi1 @pythiar @revcap @jerrycap @evrgn11112231 @biohazard3737 @lowalphahighvol @rebrandasy @stratechery @deepsailcapital @wallstcynic @rahulsetty @callerycap @froidianslipp @aggiecapitalist @jonrice80 @kingdomcapadv @yolocapmgt @buffalobillco @nonconsensus

Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Carvana Co. (CVNA) Metadium (META) Super Micro Computer, Inc. Common Stock (SMCI) Coldstack (CLS) Evotec SE (EVO) DraftKings Inc. Class A Common Stock (DKNG) Uber Technologies, Inc. (UBER) Modine Manufacturing Co (MOD) Broadcom, Inc. (AVGO) Vertiv Holdings Co (VRT) Sea Limited (SE) AppLovin Corporation (APP) Sandisk Corporation (SNDK) Dash (DASH) Taiwan Semiconductor (TSM) Blackstone, Inc. (BX) The Root Network (ROOT) ACM Research, Inc. Class A Common Stock (ACMR) Tesla, Inc. (TSLA) Affirm Holdings, Inc. (AFRM) The GEO Group, Inc. (GEO) Robinhood Markets, Inc. (HOOD) KKR & Co, Inc. (KKR) Apollo Global Management, Inc. (APO) Shopify Inc (SHOP) Micron Technology, Inc. (MU) Aptos (APT) Block, Inc. (SQ) PayPal Holdings Inc (PYPL) CME Group Inc (CME)

Top Social Posts

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

"Would be interesting to see the offsets to fate deflation over time: CASM ex fuel/rent increase in passenger volume etc"
X Link 2018-12-30T01:18Z [----] followers, [--] engagements

"The Bezos Formula. Be your own customer for a platform then open it to others. AWS Arc (Washington Post) FBA and now Amazon Channels @stratechery"
X Link 2019-03-27T14:15Z [----] followers, [--] engagements

"$UBER making grocery delivery economics work through advertising"
X Link 2020-09-16T10:30Z [----] followers, [--] engagements

"Subscriber penetration by various programs courtesy of Wolfe. Online delivery under penetrated given potential frequency (not there today need successful expansion into adjacencies). $DASH $UBER"
X Link 2021-06-09T14:25Z [----] followers, [--] engagements

"$0700.HK Tencent is often one step ahead of everyone in adjusting its sails to the changing winds of government policy. The soldier emoji in WeChat recently quit smoking"
X Link 2021-08-05T08:13Z 11.3K followers, [--] engagements

"$CVNA's 3P business plan. as told by $KAR"
X Link 2022-04-10T12:55Z 11.6K followers, [--] engagements

"A long-biased/LO TMT/consumer portfolio of $TWTR $ZEN $TMUS $T $JKHY $WMT $CTXS $PLAN would be up teens YTD"
X Link 2022-05-06T12:30Z [----] followers, [--] engagements

"Cable will continue to be stuck between a rock and a hard place $FYBR $CHTR"
X Link 2022-11-04T20:03Z [----] followers, [--] engagements

"For those betting on ad expense leverage $W"
X Link 2023-02-24T03:35Z 10.1K followers, [----] engagements

"$SMCI $NVDA GPU based AI server shortage"
X Link 2023-04-07T13:12Z [----] followers, [----] engagements

"Traditional server spend down AI server spend up $SMCI"
X Link 2023-05-15T15:57Z [----] followers, [----] engagements

"A key GPU output bottleneck is TSMC's CoWoS bottleneck H/t Jefferies"
X Link 2023-05-17T17:48Z [----] followers, [----] engagements

"Bull market rally tweet. Whats the next $XPEL $SMCI $EVO $NVDA $CSU"
X Link 2023-05-19T12:29Z [----] followers, [----] engagements

"@DeepSailCapital @BryanGreenbaum $lumn could be a zero for the equity"
X Link 2023-06-07T09:11Z [----] followers, [----] engagements

"@HedgeyeREITs @HedgeyeTech @HedgeyeComm When will bulls (other than dividend cut) start caring about the valuation Also seems like pricing is going up"
X Link 2023-07-08T16:23Z [----] followers, [---] engagements

"$XPEL Building on top of excess capacity is a good theme. The world remains awash with excess roll-to-roll coating capacity because of the demise of the photo-film and -paper business; its the same basic manufacturing technology as for paint-protective films"
X Link 2023-07-12T04:55Z [----] followers, [--] engagements

"$NVDA AI server supply chain"
X Link 2023-07-14T13:45Z [----] followers, [----] engagements

"NVDA is strong everything else is still weak"
X Link 2023-07-21T02:09Z [----] followers, [----] engagements

"US production for $TSMC $TSM will be 50% more expensive"
X Link 2023-07-20T12:27Z [----] followers, [----] engagements

"$SMCI Enterprise AI server spending benefiting from the VC capital infusion"
X Link 2023-07-26T04:46Z [----] followers, [----] engagements

"AI chip design costs: Masks: $20m+ IP front-end and physical design software: $100-200m Development of embedded software: 40% of complex SoC cost"
X Link 2023-08-02T02:04Z [----] followers, [----] engagements

"Everything is good or better than expected also taking up our numbers. But macro so let's value this at 5x EBITDA for a business that has no capex $CDLX"
X Link 2023-08-02T13:14Z [----] followers, [----] engagements

"@WallStCynic Dividend cut pushed out again"
X Link 2023-08-05T22:47Z [----] followers, [----] engagements

"Ex SoftBank Vision CEO launches new fund with $7bn raise"
X Link 2023-08-09T16:11Z [----] followers, [----] engagements

"The complexities of in-game sports betting sound similar to a lot of the issues $EVO had to address in live table casinos"
X Link 2023-08-16T11:21Z [----] followers, [----] engagements

"$ADYEN The future of online is somewhat similar to offline merchant acquiring. Gradual price competition offset by volume and sg&a leverage. Will happen to SMB mid market and enterprise"
X Link 2023-08-17T15:32Z [----] followers, [----] engagements

"JPM increased estimates for Broadcom's TPU chip revenue Celestica makes TPU servers (the $SMCI to $NVDA)"
X Link 2023-08-18T14:09Z [----] followers, [----] engagements

"Within the custom ASIC design process hyperscalers do the front end design in-house while partners like Marvell Broadcom Alphawave Socionext help with the more labor intensive backend"
X Link 2023-08-18T14:15Z [----] followers, [----] engagements

"This is what a successful custom ASIC design company's (AI accelerator in this case) trajectory looks like once big wins ramp up Alchip did the back-end design work for $AMZN's Inferentia. It's now 60% of revenue"
X Link 2023-08-18T14:44Z [----] followers, [----] engagements

"$CROX Bieber with drew house"
X Link 2023-09-01T07:25Z [----] followers, [----] engagements

"@Citrini7 $MOD is a better data center play than belfb"
X Link 2023-09-06T02:52Z [----] followers, [---] engagements

"DGX "Nvidia service makes it easier for ServiceNow to run its new AI software in its own data centers as well as across multiple cloud providers simultaneously because it can use a single software platform from Nvidia to manage the process" "Either way at least one DGX Cloud"
X Link 2023-09-12T06:33Z [----] followers, [--] engagements

"$TH Pecos has been activated https://www.cbs7.com/2023/09/12/migrant-children-return-pecos-facility-after-being-empty-months/ https://www.cbs7.com/2023/09/12/migrant-children-return-pecos-facility-after-being-empty-months/"
X Link 2023-09-12T13:04Z [----] followers, [----] engagements

"TPU pricing Ghostfish training: $12k Ghostlite inference: $1.5k $GOOGL plans to order 300k Ghostfish chips and at least [--] million Ghostlite chips for use in [----] $AVGO"
X Link 2023-09-21T10:55Z [----] followers, [----] engagements

"Youtube is testing AI generated content $GOOGL"
X Link 2023-09-24T04:39Z [----] followers, [--] engagements

"Private equity GPs are turning more to mgmt co. financing and NAV financing Some PE GPs borrow at 10-20% to fund their GP commitments buyout of older GP partners return money to LPs etc. $ARES $OAK"
X Link 2023-09-26T15:42Z [----] followers, [----] engagements

"@robgo @alexferrara Revenue growth is inflated because they jacked up to prices leading up to the IPO"
X Link 2023-09-28T01:43Z [----] followers, [---] engagements

""Now foundries are testing out Chinese-made equipment for every foreign machine they own and if they find that it meets their needs they replace all of them" he said. "They want as few foreign machines as feasible." China's mature node self sufficiency ratio is 60% and needs to go to 100%. China's mature node demand also continues to grow double digits. This is a multi-year capex cycle for Chinese semicap equipment players $ACMR Weird this article doesn't mention ACMR"
X Link 2023-10-25T10:35Z [----] followers, [---] engagements

""Analysts said that Chinese manufacturers were getting better at producing equipment in areas such as etching and cleansing where they compete globally with the likes of U.S. firms Applied Materials Inc (AMAT.O) and Lam Research Corp (LRCX.O)." $ACMR is a domestic leader in cleaning equipment. Taking significant share from Japanese player Screen"
X Link 2023-10-25T10:36Z [----] followers, [---] engagements

""Now foundries are testing out Chinese-made equipment for every foreign machine they own and if they find that it meets their needs they replace all of them" he said. "They want as few foreign machines as feasible." China's mature node self sufficiency ratio is 40% and needs to go to 100%. China's mature node demand also continues to grow double digits. This is a multi-year capex cycle for Chinese semicap equipment players $ACMR Weird this article doesn't mention ACMR @f_potkin @MOYeelinn"
X Link 2023-10-25T11:26Z 10.2K followers, [----] engagements

""Analysts said that Chinese manufacturers were getting better at producing equipment in areas such as etching and cleansing where they compete globally with the likes of U.S. firms Applied Materials Inc (AMAT.O) and Lam Research Corp (LRCX.O)." $ACMR is a domestic leader in cleaning equipment. Taking significant share from Japanese player Screen"
X Link 2023-10-25T11:26Z 10.2K followers, [----] engagements

""One China-based semiconductor analyst who declined to be named as he was not allowed to speak to the media said the quality of Chinese-made chip equipment was improving faster than he had anticipated estimating that they were two years ahead of his original estimates.""
X Link 2023-10-25T11:27Z [----] followers, [----] engagements

"$VRT Datacenter equipment co Vertiv's results should be pretty bullish for $MOD's datacenter business 10x P/E $MOD's AI datacenter cooling biz grew 124% last Q seeing potential orders from more hyperscale customers growth in NA is in early days. EV thermal management biz is growing 30%+. EBITDA margins are 13% on their way to high teens. New mgmt executing well. 12-13x this FY P/E. $MOD's AI datacenter cooling biz grew 124% last Q seeing potential orders from more hyperscale customers growth in NA is in early days. EV thermal management biz is growing 30%+. EBITDA margins are 13% on their way"
X Link 2023-10-25T13:07Z [----] followers, [----] engagements

"ASML sees a multi year Chinese semicap cycle"
X Link 2023-10-26T04:45Z [----] followers, [---] engagements

"@WaterworldCapi1 @SBroflovskiMAC Water almost has it all. Life is fair which means pypl is not going up"
X Link 2023-11-01T02:43Z [----] followers, [---] engagements

"@ChewbeccaBecca @RahulSetty_ crox is fine. HD is the problem and it seems the problem got worse"
X Link 2023-11-06T03:04Z [----] followers, [--] engagements

"@Biohazard3737 most HF people would absolutely hate the PE deal sourcing process (i.e. the day to day)"
X Link 2023-11-22T01:38Z [----] followers, [----] engagements

"@RyanReeves_ that's where they recognize temu revenue"
X Link 2023-11-28T14:06Z [----] followers, [---] engagements

"@callerycap @froidianslipp @AggieCapitalist @jonrice80 Curious why you think fcf wont ramp as customers ramp. What fundamental reason will hold back fcf ramp"
X Link 2023-11-30T02:16Z [----] followers, [---] engagements

"@callerycap @froidianslipp @AggieCapitalist @jonrice80 but will fcf get there once customers ramp in years [--] [--] etc"
X Link 2023-11-30T02:43Z [----] followers, [---] engagements

"@JerryCap @b_cap21 What are simple insights/cos that will generate similar charts over the next 3-4 years"
X Link 2023-12-02T03:59Z [----] followers, [---] engagements

"@rev_cap Alibaba. Whos buying china internet during the last two weeks"
X Link 2023-12-14T12:47Z [----] followers, [---] engagements

"The number of one year multi baggers of real AI beneficiary businesses with real earnings is incredible $SMCI $NVDA $MOD $CLS $VRT Taiwan hardware names Have there been other periods that have been similiar in terms of sheer number real earnings short period of time Most of the internet fintech boom during Covid consisted of fake business models Offline retailers during [----] might count"
X Link 2024-02-01T16:54Z 11.3K followers, [----] engagements

"@WaterworldCapi1 @MasaSonCap @pekwat @OnodaCapital Wait youre telling me fiber securitization isnt cash /s"
X Link 2024-02-07T02:06Z [----] followers, [---] engagements

"$BX marketing team has been executing much better than competitors on using AI as a fundraising rally cry"
X Link 2024-02-22T11:55Z [----] followers, [---] engagements

"@kingdomcapadv A lot of opportunity cost with this one"
X Link 2024-02-23T16:35Z [----] followers, [---] engagements

""I think there are people that have a fantasy that LLMs will tell you which stocks to buy. It's just a fantasy" Argues there's a place for active managers. - Ken Griffin Rejoice"
X Link 2024-03-12T22:16Z [----] followers, [----] engagements

"Andreessen Horowitz creates Vision Fund for AI"
X Link 2024-03-19T19:59Z [----] followers, [----] engagements

"@WaterworldCapi1 $AGL broken business model"
X Link 2024-04-19T04:13Z [----] followers, [---] engagements

"$HTZ is a zero again"
X Link 2024-04-23T14:18Z 11.4K followers, [----] engagements

"$META $GOOG $AAPL $AMZN Upload is a great TV series. Mix of Black Mirror Ready Player One Minority Report and some comedic elements. Touched on: platform companies computing interfaces pay-to-play advertising purpose of life/afterlife social class stratification bridging VR/reality data privacy and ownership and much more Funny the VR world in the show is owned by a company called Horizen David Choak (David Koch) character was a nice edition"
X Link 2024-05-04T14:44Z [----] followers, [----] engagements

"Are standards just too high for him Hes still performing despite zirp/enormous scale Dude become the best tech investor of all time in his mid 80s Compounded a FIG for decades at a high rate without blowing up Other than buying nvda amzn googl msft what else should he have done😂"
X Link 2024-05-05T01:51Z [----] followers, [---] engagements

"TBH it just comes down to the definition of tech ABC and then cap cities apple day traded tsmc PA day traded bell in the 1990s ibm wasn't great but he didn't lose 30% or 50% only down modestly given dividends hit rate dollar returns IRR % returns all pretty good for a TMT investor"
X Link 2024-05-05T02:58Z [----] followers, [---] engagements

""What's your source alpha" "Buy options then tweet." $GME"
X Link 2024-05-13T12:30Z [----] followers, [----] engagements

"$TSLA up 4% today"
X Link 2024-05-13T14:07Z [----] followers, [---] engagements

"It's obviously very early days but $AMZN's move into low-priced white label products in order to defend against Temu is reminiscent of $BABA and $JD's moves into low-priced white label goods to defend against $PDD Successfully incubating a business that requires an entirely different operating culture will be pretty tough https://www.wsj.com/business/retail/amazon-plans-channel-for-low-cost-china-goods-to-fend-off-temu-shein-09eea278st=79j63zobee6do39 https://www.wsj.com/business/retail/amazon-plans-channel-for-low-cost-china-goods-to-fend-off-temu-shein-09eea278st=79j63zobee6do39"
X Link 2024-06-27T12:10Z [----] followers, [----] engagements

"@iancorzine @CollinRugg @MickamiousG The legally safe move would've been to stand there after the initial assault (drink thrown etc.) call the cops and press charges"
X Link 2024-07-02T06:05Z [----] followers, [----] engagements

"$HELE is unraveling They can no longer cut costs to compensate for collapsing revenue @sm64cap $HELE to become this shortly @sm64cap $HELE to become this shortly"
X Link 2024-07-09T22:12Z [----] followers, [----] engagements

"$GRND Opening Grindr at the RNC. https://t.co/BhxoOai7GT Opening Grindr at the RNC. https://t.co/BhxoOai7GT"
X Link 2024-07-17T05:01Z [----] followers, [----] engagements

"I think the main contention point is your article implies this is a co with tens of millions of market cap and $5bn in cash. Whereas in reality its now a $100bn market cap company with $5bn of cash and no revenue. The article intentionally or unintentionally misleads readers into thinking this is a cheap stock. Given the strong reputation and quality of reporting of @FreightAlley @FreightWaves Im surprised such a big error was made in the reporting"
X Link 2024-07-24T22:26Z [----] followers, [---] engagements

"Correction. Your article doesnt just imply it literally states the wrong market cap. The relatively small number of shares trading in the open market means the current share price yields a market capitalization of $40.6 million for a company that now has $5 billion in cash on the balance sheet"
X Link 2024-07-24T22:29Z [----] followers, [---] engagements

"@rev_cap @winsteadscap honestly wouldn't be surprised is FW author was in cahoots with jacobs to corner the float. the author literally wrote the company's market cap is $40m with $5bn of cash https://www.freightwaves.com/news/with-2-private-placements-jacobs-qxo-has-5-billion-to-spend https://www.freightwaves.com/news/with-2-private-placements-jacobs-qxo-has-5-billion-to-spend"
X Link 2024-07-24T23:53Z [----] followers, [---] engagements

"@CCM_Brett $PDD now at $130 This is your $META Nov 2022"
X Link 2024-07-25T00:25Z [----] followers, [----] engagements

"@WaterworldCapi1 @quinwoodlncap Small cap value funds today just own a bunch of shitco trading sardines and special sits that are EV negative over a portfolio level and time whereas back in the day you had compounders like $AN $WCN at the early stages of their growth"
X Link 2024-07-26T01:16Z [----] followers, [---] engagements

"@WaterworldCapi1 @JigsawCap @1MainCapital $PLUG $LCID $ENVX $LMND $UPST $AFRM Capital market dependent businesses that dont die are ones with duration"
X Link 2024-07-29T16:27Z [----] followers, [---] engagements

"$QXO a recap: Stock is down 90% from when a journalist intentionally or unintentionally told the world QXO has a market capitalization of $41m. It was actually $100 billion at that moment"
X Link 2024-07-30T02:39Z [----] followers, 17K engagements

"Bytedance and $BABA have conceded that they cannot compete with $PDD on low prices Bytedance: "live commerce sales approach was unable to deliver the lowest prices for shoppers" $BABA de-emphasized pricing in its traffic allocation algorithm Both are shifting back to mid and high end products/customers https://asia.nikkei.com/Business/Retail/For-China-s-e-commerce-platforms-low-prices-are-no-longer-enough# https://asia.nikkei.com/Business/Retail/For-China-s-e-commerce-platforms-low-prices-are-no-longer-enough#"
X Link 2024-07-30T16:24Z [----] followers, [----] engagements

"The greatest technology investor of our time No alt data no Taiwan supply chain checks did not predict Huawei ban and subsequent market share gains Investment had very little risk of -50%+ that usually comes with most tech investing Berkshire sold nearly half of its Apple stock (1/2 of $168B = $84B). AAPL is still Berkshires largest position and Buffett has made $150B+ including dividends and other stock sales on a $32B investment. The funniest part is he didnt own an iPhone until [----] (Tim Cook would https://t.co/3ejms6KWEH Berkshire sold nearly half of its Apple stock (1/2 of $168B = $84B)."
X Link 2024-08-04T03:15Z [----] followers, [----] engagements

"@LowAlphaHighVol think they lost the lead to rambus in DDR5 which has been explained away due to the dram downturn from 2022-2023 market share on associated chips share on DDR5 interface as it doesn't make much sense to buy as a package stock might go up on cycle bottoming but hardly cheap"
X Link 2024-08-12T03:13Z [----] followers, [---] engagements

"@rmbtrader Whats the upside on blbd before people worry about peak on peak"
X Link 2024-08-14T02:09Z [----] followers, [---] engagements

"@4drant @hcapinvesting @oscar100_x Interesting. How did he compound at 60% Incredible"
X Link 2024-08-30T11:29Z [----] followers, [----] engagements

"$SE https://www.reuters.com/business/retail-consumer/youtube-shopee-partner-southeast-asia-e-commerce-tie-up-2024-09-18/ https://www.reuters.com/business/retail-consumer/youtube-shopee-partner-southeast-asia-e-commerce-tie-up-2024-09-18/"
X Link 2024-09-19T02:46Z [----] followers, [----] engagements

"My pt is I think you might be double penalizing the TAM. 30m auto loans are originated a year at an avg size of 24k. some might be second loans on the same vehicle but that still implies unique units TAM in excess of 20m. Cvna also has cash purchases which increases TAM more. The TAM isnt 10m and not really sure how you get to that number"
X Link 2024-09-20T00:42Z [----] followers, [---] engagements

"@PythiaR Under armour"
X Link 2024-09-20T11:55Z [----] followers, [---] engagements

""There is alpha in large caps"🧵 [--] years $AWE.LN -38% vs. $AVGO +270% $MRVL +73%"
X Link 2024-09-23T08:41Z 11K followers, [----] engagements

"$META +311% vs. $PINS +33% $SNAP +-2%"
X Link 2024-09-23T08:42Z [----] followers, [--] engagements

"$META +311% vs. $PINS +33% $SNAP +-2%"
X Link 2024-09-23T08:43Z [----] followers, [----] engagements

"$UBER +175% vs. $LYFT -8% @VPCapital100"
X Link 2024-09-23T13:28Z [----] followers, [----] engagements

"$TSM @WaterworldCapi1 Samsung reportedly is continuing to struggle with significantly low yields for its 3nm process with yields estimated at 20% in Q2 well below the 60% threshold considered necessary for mass production. $TSM $INTC $AMD $NVDA $MU Samsung reportedly is continuing to struggle with significantly low yields for its 3nm process with yields estimated at 20% in Q2 well below the 60% threshold considered necessary for mass production. $TSM $INTC $AMD $NVDA $MU"
X Link 2024-09-28T15:26Z [----] followers, [----] engagements

"@willis_cap @PythiaR Good sir this graphic shows investors are up 73% since the peak before the valeant losses which was my point 😁"
X Link 2024-10-01T02:15Z [----] followers, [---] engagements

"Quick response to the government's stimulus measures https://www.scmp.com/business/china-business/article/3280513/china-property-shanghai-and-shenzhen-luxury-home-sales-soar-after-stimulus-package https://www.scmp.com/business/china-business/article/3280513/china-property-shanghai-and-shenzhen-luxury-home-sales-soar-after-stimulus-package"
X Link 2024-10-02T11:10Z [----] followers, [----] engagements

"$PDD https://www.wsj.com/business/retail/amazon-temu-suppliers-online-sellers-e3327fa1st=9p7dFC https://www.wsj.com/business/retail/amazon-temu-suppliers-online-sellers-e3327fa1st=9p7dFC"
X Link 2024-10-06T20:02Z [----] followers, [----] engagements

"Super interesting article on Jane Street and its dominance in ETF trading https://www.ft.com/content/f7cb25ba-7329-4291-b7d3-8a34ef84f9f0 https://www.ft.com/content/f7cb25ba-7329-4291-b7d3-8a34ef84f9f0"
X Link 2024-10-11T14:41Z [----] followers, [----] engagements

"Another $CLS beat and raise $CLS beat and raise $GOOGL is investing more with CLS to bring on more TPU capacity. Highest torque way to play Google's massive TPU/AI growth. CLS networking segment's inventory digestion is done. Winning in 800G cycle. Compute segment growth is accelerating 27% EPS growth $CLS beat and raise $GOOGL is investing more with CLS to bring on more TPU capacity. Highest torque way to play Google's massive TPU/AI growth. CLS networking segment's inventory digestion is done. Winning in 800G cycle. Compute segment growth is accelerating 27% EPS growth"
X Link 2024-10-25T12:04Z [----] followers, [----] engagements

"BYON is going to roll up all the bankrupt home furniture related assets"
X Link 2024-10-30T14:27Z 11.6K followers, [----] engagements

"@Rebrand_As_Y @Midwest_Cap I think people are worried about the decel in core crocs despite all the category expansion new products lately"
X Link 2024-10-31T09:54Z 11.6K followers, [---] engagements

"Supply response is coming "The environmental organization says [---] gigawatts ofnew natural gas power is being planned. Total U.S. electricity capacity is about [----] gigawatts." https://www.barrons.com/articles/ai-datacenters-gas-electricity-fac007e7 https://www.barrons.com/articles/ai-datacenters-gas-electricity-fac007e7"
X Link 2024-11-04T02:54Z [----] followers, [----] engagements

"$APP Sell Hold Sell Hold"
X Link 2024-11-07T15:21Z [----] followers, [---] engagements

"every quarter has some miss due to some one-off vici transaction didn't happen so optical deleveraging will take longer regionals ebitda next year won't be benefiting from the investments as guided digital doing well but maybe too small for most people to care until 2H25/2026 cheap but requires some calculations to get to the right multiple leverage is still high no buybacks until recently periodic concern about recession and consumer health"
X Link 2024-11-09T16:05Z [----] followers, [---] engagements

"Buffett has invested through [--] US presidential elections in his life more than any investor in the history of the world not looking as smart after this week not looking as smart after this week"
X Link 2024-11-09T16:20Z [----] followers, [----] engagements

""ALP will provide customers with three nicotine strengths: 3mg 6mg and a robust 9mg notably 33% stronger than ZYN's strongest option" $TPB https://www.northerner.com/us/the-northerner/news/tucker-carlson-launching-alp-nicotine-pouches https://www.northerner.com/us/the-northerner/news/tucker-carlson-launching-alp-nicotine-pouches"
X Link 2024-11-15T03:01Z [----] followers, [----] engagements

"The Fed put has become the Trump put"
X Link 2024-11-18T04:32Z [----] followers, [----] engagements

"https://x.com/dynamicmoats/status/1858509541773828493 @YoloCapMgt Yes 1) money talks. Elon is the richest man. Trump loves rich people. 2) Elon controls a powerful social media platform with no checks on his power over the platform 3) Elon has successful companies in so many industries there are so many people who have a vested interest in https://x.com/dynamicmoats/status/1858509541773828493 @YoloCapMgt Yes 1) money talks. Elon is the richest man. Trump loves rich people. 2) Elon controls a powerful social media platform with no checks on his power over the platform 3) Elon has successful"
X Link 2024-11-18T14:01Z [----] followers, [----] engagements

"Its not really a political question tbh Everyone loves investing in monopolies/oligopolies/businesses with regulatory capture/capital intensive businesses that have a capital advantage vs competitors etc. The Musk ecosystem is now on steroids"
X Link 2024-11-18T14:03Z [----] followers, [----] engagements

"@BuffaloBillCo @bedouincap Welcome to private equity private credit and every asset class in the private alts space"
X Link 2024-11-19T08:02Z [----] followers, [---] engagements

"@BuffaloBillCo anyways this is just for fun back to investing https://x.com/DynamicMoats/status/1858509541773828493 @YoloCapMgt Yes 1) money talks. Elon is the richest man. Trump loves rich people. 2) Elon controls a powerful social media platform with no checks on his power over the platform 3) Elon has successful companies in so many industries there are so many people who have a vested interest in https://x.com/DynamicMoats/status/1858509541773828493 @YoloCapMgt Yes 1) money talks. Elon is the richest man. Trump loves rich people. 2) Elon controls a powerful social media platform with no"
X Link 2024-11-19T15:25Z [----] followers, [---] engagements

"$GEO $CXW https://www.nytimes.com/2024/11/18/us/politics/trump-military-mass-deportation.htmlsmid=nytcore-ios-share&referringSource=articleShare https://www.nytimes.com/2024/11/18/us/politics/trump-military-mass-deportation.htmlsmid=nytcore-ios-share&referringSource=articleShare"
X Link 2024-11-19T17:05Z 11.3K followers, [---] engagements

"Modern day example of posting a short report and the stock ends up positive $SN https://youtu.be/x8UusCs3534si=eoM0liiQMJW6RzCw https://youtu.be/x8UusCs3534si=eoM0liiQMJW6RzCw"
X Link 2024-11-21T15:36Z 10.3K followers, [----] engagements

"@LaughingH20Cap curious why are all the competitors between signed up/acquired but not lfcr"
X Link 2024-11-27T03:55Z [----] followers, [---] engagements

"How are there still $TSLA accounting shorts out there"
X Link 2024-12-06T05:37Z [----] followers, [----] engagements

"Super interesting read on the financial engineering logic behind $MSTR What's the return on gross exposure for $MSTR vol-driven arb strategies vs. those in tech or energy vol arb strategies"
X Link 2024-12-07T04:08Z [----] followers, [----] engagements

"His day [--] conversion rate is much higher than those of emerging public equities managers Jeff Bezos on raising Amazons seed round: It was the hardest thing Ive ever done To raise the first $1 million of seed capital for Amazon I sold 20% of the company at a $5 million valuation. I sold 20% of the company for a million dollars to [--] angel investors roughly https://t.co/faVIF9UbY4 Jeff Bezos on raising Amazons seed round: It was the hardest thing Ive ever done To raise the first $1 million of seed capital for Amazon I sold 20% of the company at a $5 million valuation. I sold 20% of the company"
X Link 2024-12-07T05:04Z [----] followers, [----] engagements

"@non_consensus what would be the new factor for pltr or app"
X Link 2024-12-07T05:25Z [----] followers, [--] engagements

"BDT/MSD growth has been truly under-covered @MichaelDell @DellTech @UTAustin And your side hustle at BDT & MSD Captial is likely the greatest launch of a family office into a major asset manager in history. You still owe me lunch from the Robinhood auction in the early 2000s. @MichaelDell @DellTech @UTAustin And your side hustle at BDT & MSD Captial is likely the greatest launch of a family office into a major asset manager in history. You still owe me lunch from the Robinhood auction in the early 2000s"
X Link 2024-12-07T19:36Z [----] followers, [----] engagements

"@rev_cap $app $vrt $cvna $root this year for sure. Now valuations are high for most things. [----] will be trickier"
X Link 2024-12-12T12:52Z [----] followers, [---] engagements

"$PLAY is probably going to MSD-HSD LTM P/E from low teens today Levered no cash flow generation comps are worsening no leadership"
X Link 2024-12-12T16:56Z 10.7K followers, [----] engagements

"Insiders dont always know The CEO made large purchases over the last few years $TCS 👋 https://t.co/5nB5ofo6P4 $TCS 👋 https://t.co/5nB5ofo6P4"
X Link 2024-12-13T06:03Z [----] followers, [----] engagements

"$PLAY downside seems significant Ebitda is now declining double digits despite all their efforts to raise price renovate boxes improve traffic to stores etc. Company is levered Long thesis has broken Weve see the left tail when levered retail concepts collapse $TCS CEO bought all the way down Insiders dont always know The CEO made large purchases over the last few years Insiders dont always know The CEO made large purchases over the last few years"
X Link 2024-12-13T15:20Z 10.7K followers, [----] engagements

"1.5 GW power plant $GEV https://finance.yahoo.com/news/exxonmobil-planning-large-gas-fired-152012290.html https://finance.yahoo.com/news/exxonmobil-planning-large-gas-fired-152012290.html"
X Link 2024-12-14T19:48Z 11.3K followers, [----] engagements

"@blondesnmoney @non_consensus How do you think about sizing"
X Link 2024-12-23T16:54Z [----] followers, [---] engagements

"$ALLY reups with $CVNA Must be a patsy /s https://otp.tools.investis.com/clients/us/carvana/SEC/sec-show.aspxType=html&FilingId=18089286&CIK=0001690820&Index=10000 https://otp.tools.investis.com/clients/us/carvana/SEC/sec-show.aspxType=html&FilingId=18089286&CIK=0001690820&Index=10000"
X Link 2025-01-06T14:01Z 10.3K followers, [----] engagements

"Could be bad for $TASK"
X Link 2025-01-07T16:34Z 11.2K followers, [----] engagements

"Jaguar rebranding vs this 🤣 https://youtu.be/zIKAn8yDkpAsi=LR4P2G_Lo8-uQQ4e https://youtu.be/zIKAn8yDkpAsi=LR4P2G_Lo8-uQQ4e"
X Link 2025-01-07T23:49Z 10.1K followers, [----] engagements

"Time to BTFD"
X Link 2025-01-13T18:38Z 10.3K followers, [----] engagements

"Since the bottom of the semi/tech cycle $DLR has outperformed many semi/AI stocks including $AMD"
X Link 2025-01-16T14:20Z 10.3K followers, [----] engagements

"@LongHillRoadCap $AMR"
X Link 2025-01-17T04:09Z 10.3K followers, [---] engagements

"Offer it for free get people hooked raise prices later $TSLA - TESLA LOWERS BASIC AUTOPILOT PRICE BY 65% Tesla has lowered the price of its basic Autopilot feature cutting the cost from C$4000 to just C$1400 in Canada. This 65% price reduction makes the upgrade significantly more accessible for Tesla owners who opted out of the $TSLA - TESLA LOWERS BASIC AUTOPILOT PRICE BY 65% Tesla has lowered the price of its basic Autopilot feature cutting the cost from C$4000 to just C$1400 in Canada. This 65% price reduction makes the upgrade significantly more accessible for Tesla owners who opted out"
X Link 2025-01-18T06:20Z 10.3K followers, [----] engagements

"@eriksen_tim @kintsugiinvest @RahulRao_1992 pabrai has achieved something like 10% a year for [--] years"
X Link 2025-01-18T06:30Z 10.3K followers, [---] engagements

"Great story on $ONON https://www.bloomberg.com/news/features/2025-01-15/on-cloud-sneaker-is-winning-comfy-running-shoe-boom https://www.bloomberg.com/news/features/2025-01-15/on-cloud-sneaker-is-winning-comfy-running-shoe-boom"
X Link 2025-01-18T13:12Z 10.3K followers, [----] engagements

"Defense spending 🚀 $CACI https://news.bgov.com/bloomberg-government-news/boosting-defense-spending-is-top-goal-for-armed-services-leaders https://news.bgov.com/bloomberg-government-news/boosting-defense-spending-is-top-goal-for-armed-services-leaders"
X Link 2025-01-22T19:26Z 10.9K followers, [----] engagements

"Regulators mandating that float of highly leveraged financial institutions be invested in equities regardless of fundamentals or valuation seems. problematic. "Starting this year [--] per cent of the annual insurance premium earned from new coverage policies will be put into yuan-denominated A shares""
X Link 2025-01-23T03:51Z 10.3K followers, [----] engagements

"@IndraStocks sitting on 10x gains in a core position"
X Link 2025-01-24T01:10Z 10.3K followers, [---] engagements

"i like eating $WING for breakfast eating $CMG $CAVA for lunch burning it off at $PLNT window shopping at $WSM being frustrated when my bags are [--] lbs overweight at the $ALGT gate hunting for $CROX jibbitz and competing with $BX buying investment properties. $HIMS also doesn't deliver there yet. #MAGA"
X Link 2025-01-24T03:06Z 10.3K followers, [---] engagements

"$RH International growth busted Core still weak High valuation even on earnings assuming bounceback"
X Link 2025-01-25T15:11Z 10.9K followers, [----] engagements

"$ZI Zoominfo cut AI costs significantly when it replaced o1 with Deepseek R1"
X Link 2025-01-28T18:31Z 11.3K followers, [----] engagements

"@MattJMcClintock @NeelyTamminga Interesting why are people selling this straight down"
X Link 2025-01-29T16:54Z 10.3K followers, [---] engagements

"$SPOT Good reminder to the team that sometimes the best risk adjusted investments are the most obvious"
X Link 2025-02-04T11:27Z 10.7K followers, [----] engagements

"Great talk with Antonio Gracias and Gavin Baker -Buy the DeepSeek dip -Bullish America growth -Musk ecosystem is going to generate a ton of value for its investors get on the train -This is [----] -Q2-24 bullish for AI like 2023/2024 -🚀🚀🚀 https://www.youtube.com/watchv=UJ3pNPFwAeM&t=832s https://www.youtube.com/watchv=UJ3pNPFwAeM&t=832s"
X Link 2025-02-07T13:22Z 10.5K followers, [----] engagements

""Heard a pod blew up" $ROOT +150%"
X Link 2025-02-08T06:41Z 10.6K followers, [----] engagements

""Heard a pod blew up" $CFLT -42%"
X Link 2025-02-08T06:41Z 10.6K followers, [----] engagements

"Heard a pod blew up $DOCS +35% H/t @JaredKubin"
X Link 2025-02-08T12:51Z 10.6K followers, [----] engagements

"Heard a pod blew up $SNAP -43%"
X Link 2025-02-08T17:32Z 10.6K followers, [----] engagements

""Heard a pod blew up" $CVNA +40%"
X Link 2025-02-08T17:35Z 10.6K followers, [----] engagements

"Heard a pod blew up $NFLX -37%"
X Link 2025-02-08T18:29Z 10.6K followers, [----] engagements

"@WaterworldCapi1 Quite popular among the Asia pods"
X Link 2025-02-12T14:21Z 10.7K followers, [---] engagements

"@PythiaR @WaterworldCapi1 Swiss national bank selling"
X Link 2025-03-14T14:38Z 10.9K followers, [---] engagements

"@pembridge_cap organic vs. M&A-driven revenue growth"
X Link 2025-03-21T03:05Z 10.9K followers, [---] engagements

"$BAH Whoa https://t.co/LswNxiOi1p Whoa https://t.co/LswNxiOi1p"
X Link 2025-04-02T02:28Z 11.6K followers, [----] engagements

"@rev_cap Sunk cost fallacy because hes an investor in Nike"
X Link 2025-04-03T11:54Z 10.9K followers, [---] engagements

"Still think theres some downside here after a squeeze Another quarter of double digit EBITDA declines on HSD comp declines Estimates for this year are for EBITDA to grow DD. $PLAY $PLAY downside seems significant Ebitda is now declining double digits despite all their efforts to raise price renovate boxes improve traffic to stores etc. Company is levered Long thesis has broken Weve see the left tail when levered retail concepts collapse $TCS CEO $PLAY downside seems significant Ebitda is now declining double digits despite all their efforts to raise price renovate boxes improve traffic to"
X Link 2025-04-08T01:12Z 10.9K followers, [----] engagements

"The frontlines of modern warfare"
X Link 2025-04-08T18:24Z 10.9K followers, [----] engagements

"Trump administration considering the delisting of Chinese ADR stocks"
X Link 2025-04-11T12:19Z 10.9K followers, [----] engagements

"Further rally in gold and related equities would be unprecedented in the context of the last two decades. But perhaps the right analogues are from decades ago given continued monetary debasement (inability to bridge fiscal deficit with lower than expected doge savings and tariff revenue) and truly unprecedented macro/monetary/geopolitical events How Chinas Shanghai Exchange Could Outsmart Tariffs and Capital Flight Over the past two weeks precious metal prices have experienced a decline driven by broader market margin pressures following a sustained rally in recent months. This correction has"
X Link 2025-04-21T09:21Z 11K followers, [----] engagements

"China says theres been no contact CHINA COMMERCE MINISTRY: CHINA URGES US TO SHOW SINCERITY IF IT WANTS TO TALKS; US SHOULD REVOKE ALL UNILATERAL TARIFFS THERE HAVE NOT BEEN ECONOMIC & TRADE NEGOTIATIONS BETWEEN CHINA & US ANY CONTENT ABOUT CHINA-US TRADE NEGOTIATIONS IS 'GROUNDLESS & HAS NO FACTUAL BASIS' CHINA COMMERCE MINISTRY: CHINA URGES US TO SHOW SINCERITY IF IT WANTS TO TALKS; US SHOULD REVOKE ALL UNILATERAL TARIFFS THERE HAVE NOT BEEN ECONOMIC & TRADE NEGOTIATIONS BETWEEN CHINA & US ANY CONTENT ABOUT CHINA-US TRADE NEGOTIATIONS IS 'GROUNDLESS & HAS NO FACTUAL BASIS'"
X Link 2025-04-24T10:20Z 11K followers, [----] engagements

"Basically revoke unilateral tariffs or see your economy grind to a halt"
X Link 2025-04-24T10:23Z 11K followers, [----] engagements

"Great Bear Market of [----] March - April 2025"
X Link 2025-05-02T12:47Z 11K followers, [---] engagements

"Incredible product development and expense control by $HOOD over the last several yeras 2021-2024: Revenue grew $1.6bn EBITDA grew $1.7bn About half of revenue growth was from YOLO (crypto/options 60/40) About 40% was from interest-earning (rise in rates)"
X Link 2025-05-03T20:30Z 11.1K followers, [----] engagements

"$DNUT does have the most apt ticker"
X Link 2025-05-08T13:06Z 11.3K followers, [----] engagements

"@WaterworldCapi1 Even Buffett rode that tailwind. Multiple expansion on Coke in the 1990s was insane"
X Link 2025-05-14T01:13Z 11.1K followers, [--] engagements

"@Biohazard3737 $UNH -17.8%"
X Link 2025-05-14T02:25Z 11.3K followers, [----] engagements

"@evrgn11112231 @PythiaR @ErnestWongBWM And soon semi fabs"
X Link 2025-05-15T01:14Z 11.1K followers, [---] engagements

"@LowAlphaHighVol Combo of extreme concentration high leverage good market timing and flexing gross and net"
X Link 2025-05-19T10:08Z 11.1K followers, [---] engagements

"Paulson grinning every day at the fact he was not selected as Treasury Secretary $FNMA $FMC"
X Link 2025-05-28T14:11Z 11.3K followers, [----] engagements

"61% likely also understates the contribution from easy money and levered beta on buyout returns A significant portion of EBITDA growth for buyouts comes from M&A/tuck-ins https://t.co/qP6J0aONHB https://t.co/qP6J0aONHB"
X Link 2025-06-09T01:39Z 11.2K followers, [----] engagements

"The type of marketing numbers that will enable alts to attract hundreds of billions from retail https://x.com/LeylaKuni/status/1931528590975443267 oh boy. https://t.co/MUvsBpoyjj https://x.com/LeylaKuni/status/1931528590975443267 oh boy. https://t.co/MUvsBpoyjj"
X Link 2025-06-09T01:42Z 11.3K followers, [----] engagements

"Public market multiples in aggregate look even more attractive if you factor in: 1) buyout companies are significantly more levered 2) buyout companies are generally significantly lower in quality 3) buyout company multiples are understated because EBITDA is heavily inflated with adjustments 4) "Yeah it's an interesting debate private versus public. Because I do think the very best companies in the world are public companies--not every one but generally" - Chris Hohn https://t.co/6JD0uu0aaY https://t.co/6JD0uu0aaY"
X Link 2025-06-13T18:48Z 11.3K followers, [----] engagements

"Golden age of private alt managers"
X Link 2025-06-25T00:09Z 11.3K followers, [----] engagements

"Ken Griffin owns 3% (US$600m worth) of MTU Aero personally $MTX.GR"
X Link 2025-06-27T20:14Z 11.3K followers, [----] engagements

"Amazing World's first autonomous delivery of a car This Tesla drove itself from Gigafactory Texas to its new owner's home 30min away crossing parking lots highways & the city to reach its new owner https://t.co/WFSIaEU6Oq World's first autonomous delivery of a car This Tesla drove itself from Gigafactory Texas to its new owner's home 30min away crossing parking lots highways & the city to reach its new owner https://t.co/WFSIaEU6Oq"
X Link 2025-06-28T19:03Z 11.3K followers, [----] engagements

"$HOOD Wow Robinhood actually did it. Tokenization of stocks and everything else. This is a big deal. Well done @vladtenev @JohannKerbrat @RobinhoodApp https://t.co/mZQS2AWZyv Wow Robinhood actually did it. Tokenization of stocks and everything else. This is a big deal. Well done @vladtenev @JohannKerbrat @RobinhoodApp https://t.co/mZQS2AWZyv"
X Link 2025-06-30T16:48Z 11.3K followers, [----] engagements

""Heard a pod blew up" $CNC -40.4%"
X Link 2025-07-03T01:35Z 11.6K followers, [----] engagements

"@pvtcreditguy or better yet own the private alt asset manager stocks"
X Link 2025-07-17T03:28Z 11.3K followers, [--] engagements

"Canadian oil sand breakevens are now low-$40s WTI vs. mid 60s for US shale Nice article on the Canadian oil sands by @AmandaMsteph Alberta has much longer reserve life and lower breakevens but the gap in production costs between Alberta and US shale has also widened over the years with Alberta getting cheaper and shale getting costlier. https://t.co/prLJKTtBcM Nice article on the Canadian oil sands by @AmandaMsteph Alberta has much longer reserve life and lower breakevens but the gap in production costs between Alberta and US shale has also widened over the years with Alberta getting cheaper"
X Link 2025-07-17T03:52Z 11.3K followers, [----] engagements

"Golden age of private alt manager stocks"
X Link 2025-07-18T03:07Z 11.4K followers, [----] engagements

"Whats the next $TLN $DAVE $SEZL $RR.L Whats the next $RHM $1810.HK $CLS $MOD $VRT $AVGO $ROOT Whats the next $RHM $1810.HK $CLS $MOD $VRT $AVGO $ROOT"
X Link 2025-07-18T13:49Z 11.3K followers, [----] engagements

"$SN What has Viktor Hovland done with the millions hes earned playing golf Bought a grill a nice blender and a few buddies trips. 🤣 https://t.co/w72Zbz04Gy What has Viktor Hovland done with the millions hes earned playing golf Bought a grill a nice blender and a few buddies trips. 🤣 https://t.co/w72Zbz04Gy"
X Link 2025-07-28T01:53Z 11.6K followers, [----] engagements

"@kingdomcapadv $PLTR because it only goes up"
X Link 2025-08-05T02:03Z 11.3K followers, [---] engagements

"$AGL the business model doesn't work"
X Link 2025-08-06T18:28Z 11.6K followers, [----] engagements

"@mingfang1979 which co"
X Link 2025-08-09T02:15Z 11.3K followers, [--] engagements

"@JerryCap @ContrarianCurse $SPOT $NFLX $UNH $ELV $META $GOOGL $AVGO $TSM $PDD $JPM $700 $ORCL $GEV $PM moutai $T $BX $KKR $APO xiaomi have all been at less than 15x earnings at some point in the last [--] years"
X Link 2025-08-24T11:37Z 11.4K followers, [---] engagements

"$SATS Politics aside buying Trump beneficiaries continues to generate a lot of alpha"
X Link 2025-08-26T11:41Z 11.4K followers, [----] engagements

"Bloomberg headline: Markets decline as pods CTAS quants and retail all try to trade the September seasonal weakness"
X Link 2025-09-02T13:44Z 11.4K followers, [----] engagements

"Mutual fund growth in the 1980s and 1990s is a great analogue. End investors underperform asset managers get rich off scale and fees intermediaries and advisors have a vested interest in making the products successful. Principal agent dynamics are the easiest to invest behind because theyre inevitable"
X Link 2025-09-02T16:56Z 11.4K followers, [---] engagements

"@pvtcreditguy Long private fund alt manager stocks"
X Link 2025-09-02T16:57Z 11.6K followers, [---] engagements

"Golden age of private market alt manager stocks Private market alt managers have ecosystem control https://t.co/FPh5F2xME5 So a [--] year old Private Credit Fund has to roll 90% of its assets to a Continuation Vehicle but we are in the Golden Age of Private Credit The goal when lending money is getting paid back from borrower not roll forever. https://t.co/FPh5F2xME5 So a [--] year old Private Credit Fund has to roll 90% of its assets to a Continuation Vehicle but we are in the Golden Age of Private Credit The goal when lending money is getting paid back from borrower not roll forever"
X Link 2025-09-02T16:59Z 11.4K followers, [----] engagements

"@ottavicap Gross"
X Link 2025-09-09T20:45Z 11.6K followers, [---] engagements

"Heard a pod blew up $SNPS -34.8%"
X Link 2025-09-10T17:43Z 11.6K followers, [----] engagements

"@Biohazard3737 nexstar needs regulator sign off for their deal"
X Link 2025-09-18T03:25Z 11.6K followers, [--] engagements

"Realistically if [--] positions worth 40% of the book are down 50% in three weeks its likely the rest of the book is down a lot because of an April [----] March [----] q4 [----] situation. So in reality the decision to add is much harder because you have to sell losers to add to losers"
X Link 2025-09-22T02:08Z 11.6K followers, [---] engagements

"Grok accelerating pretty fast How much appetite is there for 100bn of financing for Grok It's Elon so not out of the question GenAI Market Share Update: OpenAI continues to lead the overall market with 76% but down 11% YoY. Yet $GOOGL's Gemini is gaining share slowly over the past year and Chinese DeepSeek ranked 3rd with 4% even before xAI's Grok's 2%. https://t.co/xjKsN9FoWw GenAI Market Share Update: OpenAI continues to lead the overall market with 76% but down 11% YoY. Yet $GOOGL's Gemini is gaining share slowly over the past year and Chinese DeepSeek ranked 3rd with 4% even before xAI's"
X Link 2025-09-24T18:08Z 11.6K followers, [----] engagements

"$RDDT interesting how no "experts" are talking about this: rddts influence on chatgpt seems to be almost completely removed ai overviews + ai mode are still going strong but chatgpt has drastically removed it as a source https://t.co/Plz0X5mR7b interesting how no "experts" are talking about this: rddts influence on chatgpt seems to be almost completely removed ai overviews + ai mode are still going strong but chatgpt has drastically removed it as a source https://t.co/Plz0X5mR7b"
X Link 2025-09-27T23:47Z 11.6K followers, [----] engagements

"$GOOG Just noticed my first targetted ad in $GOOG Gemini https://t.co/TD2YgRLHvI Just noticed my first targetted ad in $GOOG Gemini https://t.co/TD2YgRLHvI"
X Link 2025-10-02T13:33Z 11.6K followers, [----] engagements

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