@Investor_NICK_ Investor_NICKInvestor_NICK posts on X about ai, $deo, stocks, this is the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks 51.06% finance 26.95% technology brands 15.6% fashion brands 5.67% cryptocurrencies 4.96% social networks 2.13% luxury brands 1.42% countries 1.42% automotive brands 1.42% currencies 0.71%
Social topic influence ai 7.8%, $deo #38, stocks 4.96%, this is 4.96%, $lth 4.26%, $amzn #253, $uber #354, strong #3075, $lulu #388, $tap 3.55%
Top accounts mentioned or mentioned by @taobanker @sleepysolcap @k3ithmccullough @volcrushed @warrenpies @pegasusfund @shortbus_ace @sixsigmacapital @logicalthesis @gobirds555 @dissectmarkets @tony__stark10 @buffalobillco @jbulltard1 @fromwhitecastle @burn1ngtheta @hristopelov @atlasinvst @tradersmooth @bexelinitiative
Top assets mentioned Diageo plc (DEO) Life Time Group Holdings, Inc. (LTH) Amazon.com, Inc. (AMZN) Uber Technologies, Inc. (UBER) Lululemon Athletica Inc (LULU) Molson Coors Beverage Co Class B (TAP) SPX6900 (SPX) SPDR S&P [---] ETF Trust (SPY) Teradyne, Inc. (TER) Blue Owl Capital, Inc. (OWL) Chipotle Mexican Grill, Inc. (CMG) Anheuser-Busch INBEV SA/NV (BUD) Dash (DASH) Atlassian Corporation PLC (TEAM) Datadog Inc (DDOG) Now Coin (NOW) Stacks (STX) Intuitive Surgical, Inc. (ISRG) Palantir Technologies Inc. (PLTR) Microsoft Corp. (MSFT) AppLovin Corporation (APP) Alphabet Inc Class A (GOOGL) Unity Software Inc. (U) Axon Enterprise, Inc. (AXON) Robinhood Markets, Inc. (HOOD) Reddit, Inc. (RDDT) Delta Air Lines, Inc. (DAL) Thermo Fisher Scientific Inc. (TMO) GitLab Inc. (GTLB)
Top posts by engagements in the last [--] hours
"I will be so sad if / when the price dispersion between Lyft and Uber go away. I consistently save 10% using Lyft for Black SUVs. And on long rides to the lake in the summer its saving me $20 each way adds up quick weekend after weekend. I own a material amount of $UBER and if the wife thought she could stop hearing about it she was WRONG. One of the first things that should jump out to you from 4Q results is that user counts were very strong. The first chart way down below is quarterly MAPC y/y which the last https://t.co/bfZfjbyw6A I own a material amount of $UBER and if the wife thought"
X Link 2026-02-14T16:28Z 17.5K followers, 17.7K engagements
"You follow Trumpys trade right you follow Trumpys trade right"
X Link 2025-08-20T18:09Z 17.5K followers, 486.4K engagements
"Im learning about Miu Miu and Prada and shes learning about the K shaped economy"
X Link 2025-10-28T03:14Z 17.5K followers, 17K engagements
"Just went to Lululemon and bought something random otherwise my $75 quarterly AMEX credit goes to waste and Im quickly reminded how boring / plain Lululemon products are. Nothing really distinguishes it from Vuori or Alo Yoga or any athleisure wear in general. Merry Xmas $LULU used to be a staple of our families holiday gifts. That trend changed and sadly its still in place. Zero @lululemon but multiple @vuoriclothing and @aloyoga Lulu needs to get their act together and innovate. Im rooting for them Merry Xmas $LULU used to be a staple of our families holiday gifts. That trend changed and"
X Link 2025-12-25T18:47Z 17.4K followers, 21.2K engagements
"Little thing I learned today was told by a girl in Miami that girls are dumping their luxury handbags left and right. Told me tons are buying used handbags off RealReal vs new. Shes unsure why this has changed in the last year Even Scheels is selling used Chanel. Hmm 🤔"
X Link 2025-12-27T00:35Z 17.5K followers, 18K engagements
"Thinking about staying at the Mandarin Oriental for my next trip to NYC in February just for this view holy moly"
X Link 2025-12-28T19:57Z 17.5K followers, 78.8K engagements
"I trust @taobanker on his alcohol picks. Still doing my own digging into the sector but $DEO and $TAP seem solid. People slowly realizing life is much better when you have a few drinks with your friends. Gen Z will come around to this soon enough. Bottom is in. @Investor_NICK_ $tap is still the answer $deo coming in second imo @Investor_NICK_ $tap is still the answer $deo coming in second imo"
X Link 2026-01-12T17:34Z 17.5K followers, 11.4K engagements
"@WarrenPies @Crowded_Mkt_Rpt The OBBBA provisions are definitely significant. Tax refunds I dont buy thesis because [----] had massive tax refund surge as well. But it didnt matter as there was also crazy fiscal contraction. As long as fiscal remains strong (appears it should be) markets will drift higher"
X Link 2026-01-12T21:32Z 17.4K followers, [---] engagements
"Was going to take a cute blonde 👱🏼♀ with me to Vegas in couple weeks and MSP to LAS flights are like $1000 for main economy and $2400 for First Class lol. Think $DAL is getting maybe a little too greedy here. Crazy stat from Deltas [----] earnings this morning: The airline posted a $5 billion profit despite selling $1.1 billion LESS in economy tickets than [----]. Because premium ticket sales made up the difference. Says everything about where the money is in travel right now. https://t.co/6k6Nue8C6h Crazy stat from Deltas [----] earnings this morning: The airline posted a $5 billion profit"
X Link 2026-01-13T17:15Z 17.5K followers, 34.3K engagements
"$TMO . almost [---] points later I was correct about market discounting all the Trump research funding cuts last summer and sniped this near the lows. Only issue is I panic sold last October during the pullback after it broke $500. I'm actually sick. $TMO possibly seems like it has bottomed. Market has discounted a lot here imo. https://t.co/woskDVmHuA $TMO possibly seems like it has bottomed. Market has discounted a lot here imo. https://t.co/woskDVmHuA"
X Link 2026-01-15T01:55Z 17.4K followers, [----] engagements
"$LTH think Lifetime Fitness remains one of the better ways to play this K shaped economy. 17x NTM/PE and cash flowing fitness conglomerate that continues to execute well. Mid teens top line growth and 30% EPS growth next [--] yrs. Seems attractive. But not much stock buyback"
X Link 2026-01-15T04:30Z 17.4K followers, [----] engagements
"$LTH Revenue: $744M vs. $738.04M est EPS: $0.33 vs. $0.29 est Plans to open [--] - [--] new clubs totaling 1.2M sq ft in [----]. Continues to execute well. Great brand that resonates well with the top of K economy. One of my easier holds. Should be back to ATHs sooner than later. $LTH think Lifetime Fitness remains one of the better ways to play this K shaped economy. 17x NTM/PE and cash flowing fitness conglomerate that continues to execute well. Mid teens top line growth and 30% EPS growth next [--] yrs. Seems attractive. But not much stock buyback. https://t.co/xEnJw5sEit $LTH think Lifetime"
X Link 2026-01-22T18:51Z 17.5K followers, [----] engagements
"Me briefly looking at charts of $TEAM $DDOG $NOW $GTLB Im in a couple of these ones for a trade. LFG software squeeze software squeeze"
X Link 2026-01-23T21:51Z 17.4K followers, [----] engagements
"@plantmath1 @SixSigmaCapital Same ugh. Was able to do it once when I had like 1/3 of my net worth into $BBW in [----] but havent had the courage to do something similar since. Even though Ive been in on some huge winners like $TER / $STX. Just not enough conviction / courage to be super concentrated sigh 😔"
X Link 2026-01-27T00:22Z 17.5K followers, [---] engagements
"I assume the use of the term europoors is no longer appropriate given the crashing nature of $USD. May need to switch summer vacation plans from St. Tropez to St. Anthony Main in Minneapolis at this rate 😭 Dollar worst intraday decline since April. $USD $DXY $UUP . on Trump comments #yoyo Bloomberg https://t.co/GpJcZkSLJZ Dollar worst intraday decline since April. $USD $DXY $UUP . on Trump comments #yoyo Bloomberg https://t.co/GpJcZkSLJZ"
X Link 2026-01-27T21:16Z 17.4K followers, [----] engagements
"So why is $AAOI down -17% today lol Full blown casino 🎰 stock market"
X Link 2026-01-29T15:37Z 17.4K followers, [----] engagements
"$NOW NOW that is what capitulation looks like. Doesnt mean its not going lower but close to the bottom if fundamentals remain solid"
X Link 2026-01-29T21:31Z 17.4K followers, [----] engagements
"@LogicalThesis $ISRG broke out and then absolutely murdered. Tough tough market for these high valuation stocks"
X Link 2026-01-30T01:45Z 17.4K followers, [----] engagements
"$SPX not looking great in the short term. Violent moves underneath the surface. $RKT -16% / SaaS death continues / $AAPL + $MSFT earnings sold off / $XHB weak / $XLF not looking great. $PLTR under the 200MA. Feels like liquidity drying out with tons of margin in the system 😬"
X Link 2026-01-30T17:22Z 17.4K followers, [----] engagements
"$APP -18% and just slices through the200MA like butter. Such a nasty market right now underneath the surface. This is nasty $APP I just added even more. 10% of portfolio now https://t.co/baadsy7NEn This is nasty $APP I just added even more. 10% of portfolio now https://t.co/baadsy7NEn"
X Link 2026-01-30T20:46Z 17.5K followers, 12.9K engagements
"@hristopelov @LogicalThesis I dont like using credit as a signal for corrections these days tbh. Mid March [----] credit spreads finally saw action and SPY was already down -10% and most stocks were already -20% minimum"
X Link 2026-01-30T22:39Z 17.4K followers, [--] engagements
"@akramsrazor $OWL ready for new lows alternative asset managers look ready for more pain"
X Link 2026-01-30T23:13Z 17.4K followers, [----] engagements
"@fallacyalarm $LTH"
X Link 2026-02-01T02:15Z 17.4K followers, [---] engagements
"Great place to chill for a little and go through that nice $TER print $TER added $103s. Will double position if gap fills the earnings move. https://t.co/WJE7oow4Rn $TER added $103s. Will double position if gap fills the earnings move. https://t.co/WJE7oow4Rn"
X Link 2026-02-03T00:35Z 17.5K followers, [----] engagements
"$INTU . wowzers. This shit in SaaS is worse than [----] imo"
X Link 2026-02-03T15:49Z 17.5K followers, [----] engagements
"$OWL multi year lows. Nasty 🤮 Credit is going.@Tyler_Neville_ @fejau_inc https://t.co/4TVgvRZZkx Credit is going.@Tyler_Neville_ @fejau_inc https://t.co/4TVgvRZZkx"
X Link 2026-02-03T17:04Z 17.5K followers, [----] engagements
"@atlas_invst $LTH selling cause tech employees will have to cancel their membership due to SaaSmagedon"
X Link 2026-02-03T18:08Z 17.4K followers, [---] engagements
"@P_Remarks Why is $SPOT down -8% Someone gonna vibe code Spotify"
X Link 2026-02-03T18:17Z 17.4K followers, [----] engagements
"Sell off appears to be spilling over from software to companies where software bros go to work out $LTH -4%. Ridiculous. The sell off appears to be spilling over from software to companies that use software. The sell off appears to be spilling over from software to companies that use software"
X Link 2026-02-03T18:46Z 17.4K followers, [----] engagements
"@P_Remarks $LTH software"
X Link 2026-02-03T19:01Z 17.4K followers, [---] engagements
"Private credit default rates surging to 13% seems would be quite the move from here. UBS analysts this week estimated that private credit could see default rates surge to as high as 13% if the software disruption is aggressive. https://t.co/vf6sOqTzvC UBS analysts this week estimated that private credit could see default rates surge to as high as 13% if the software disruption is aggressive. https://t.co/vf6sOqTzvC"
X Link 2026-02-03T22:20Z 17.4K followers, [----] engagements
"$DEO +4.37% / +11% YTD $SPY -0.89% / +0.04% YTD I trust @taobanker on his alcohol picks. Still doing my own digging into the sector but $DEO and $TAP seem solid. People slowly realizing life is much better when you have a few drinks with your friends. Gen Z will come around to this soon enough. Bottom is in. https://t.co/uEcUH2hr7q I trust @taobanker on his alcohol picks. Still doing my own digging into the sector but $DEO and $TAP seem solid. People slowly realizing life is much better when you have a few drinks with your friends. Gen Z will come around to this soon enough. Bottom is in."
X Link 2026-02-04T17:58Z 17.5K followers, [----] engagements
"Good lawd [----] gotta be the top in CAPEX. I dont believe for a second we will be seeing $185B in [----]. Insane *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B Insane *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B"
X Link 2026-02-04T21:17Z 17.4K followers, 11.5K engagements
"@GoBirds555 Market is wondering if peak capex is y finally here starting to think about [----] now. You think GOOGL Capex goes higher than $185B in [----] I doubt it"
X Link 2026-02-04T21:26Z 17.4K followers, [---] engagements
"Holy moly Waymo now 400000+ rides per week. 1M/rides per week going to come in a blink of an eye. The minute Waymo is in Minneapolis 90% of my rides will be with Waymo. I wont touch Uber or Lyft unless I need a Black SUV. $GOOGL CEO says Waymo topped 20M fully autonomous trips as of December and is now running 400000+ rides per week. https://t.co/ZgZE6K8meM $GOOGL CEO says Waymo topped 20M fully autonomous trips as of December and is now running 400000+ rides per week. https://t.co/ZgZE6K8meM"
X Link 2026-02-04T21:57Z 17.4K followers, 107.3K engagements
"$GOOGL you can bearish or bullish the stock. But impossible to do anything but be impressed with what theyre doing at Google. Just insane execution really everywhere. 🫡 Insane Q4 print from $GOOG. Revenue accelerating yet again to +18% (+16 last Q). Cloud+48% (What. The. Fck) 😳. Search +17% (it was supposedly dead hahaha). Margins strong EPS +31% scaling well. [--] Capex guide $175-185bn = demand driven. Gemini app now 750m users. 👏👏👏 https://t.co/0U3ET7cLw0 Insane Q4 print from $GOOG. Revenue accelerating yet again to +18% (+16 last Q). Cloud+48% (What. The. Fck) 😳. Search +17% (it was"
X Link 2026-02-04T22:41Z 17.5K followers, [----] engagements
"If it takes $SPY -35% / $QQQ -50% to send $MSTR to sub $10 then so be it. But gawd damn I love this video lol"
X Link 2026-02-05T14:19Z 17.5K followers, 97.2K engagements
"$OWL execs announce their total software loan exposure is 8% of AUM naturally stock down another -4% lol $OWL multi year lows. Nasty 🤮 https://t.co/3ggxWmg8Ij $OWL multi year lows. Nasty 🤮 https://t.co/3ggxWmg8Ij"
X Link 2026-02-05T18:06Z 17.5K followers, [----] engagements
"@aresearchguy Girl we hung with from Sydney said the thing she was looking forward to the most while being in the US was going to an Alo Yoga store said lululemon doesnt make cute stuff anymore"
X Link 2026-02-05T18:29Z 17.5K followers, [----] engagements
"$CRWD -8.6% on no news. $PANW killed as well and back to Liberation Day lows. Knew theyd come for cybersecurity sooner than later. Nasty stuff out there. No liquidity at all. $CRWD and $PANW price action is no bueno theyre gonna kill cybersec next or what https://t.co/66sihQAA7l $CRWD and $PANW price action is no bueno theyre gonna kill cybersec next or what https://t.co/66sihQAA7l"
X Link 2026-02-05T20:34Z 17.4K followers, [----] engagements
"$AMZN -10% EPS $1.95 vs $1.98 Est. Rev $213.0B vs $211.5B Est. AWS $35.60B vs $34.90B Est. CAPEX $200B EST. $146.11B Poverty ✅ Next up: Bankruptcy $AMZN https://t.co/TXOVOL9Dh6 Poverty ✅ Next up: Bankruptcy $AMZN https://t.co/TXOVOL9Dh6"
X Link 2026-02-05T21:09Z 17.5K followers, [----] engagements
"$HIMS house 🏠 REKT FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"
X Link 2026-02-06T00:56Z 17.4K followers, [----] engagements
"This will easily be the craziest thing Trump has posted and hes posted some crazy ass shit. I thought it was fake news or AI at first. This is the racist video Donald Trump posted. This is where we're at. https://t.co/kH49rMWfVH This is the racist video Donald Trump posted. This is where we're at. https://t.co/kH49rMWfVH"
X Link 2026-02-06T19:47Z 17.4K followers, 16.7K engagements
"DaliBali left just as $BILL ripped on earnings and then activist involvement and stock went from $35 to $51 (+45%) I know hes smiling from a Rosewood somewhere. H&F in buyout talks for $BILL Holdings. Several activists involved here https://t.co/Jp2Ek9ibw3 H&F in buyout talks for $BILL Holdings. Several activists involved here https://t.co/Jp2Ek9ibw3"
X Link 2026-02-06T19:48Z 17.4K followers, [----] engagements
"@Frandell8 @Sleepysolcap I own $AMZN -7% YTD. Its my largest position. Not a great start to my year lol"
X Link 2026-02-06T22:00Z 17.5K followers, [---] engagements
"Could be at Waste Management in Scottsdale but Im turning over a new leaf this is what real growth looks like"
X Link 2026-02-07T23:11Z 17.4K followers, [----] engagements
"ChatGPT going viral holy shit. Time to size up $ORCL and $MSFT"
X Link 2026-02-07T23:27Z 17.5K followers, 62.9K engagements
"@SixSigmaCapital Theres a prompt going viral for all the girls seen at least [--] today"
X Link 2026-02-07T23:52Z 17.4K followers, [----] engagements
"No one will ever win the way boomers have won the last 20+ years everything is working in their favor. Absolutely incredible. With property taxes going up year after year Michigan seniors deserve stability. Theyve worked hard and earned the right to relief in their golden years. https://t.co/8lZqLjp86A With property taxes going up year after year Michigan seniors deserve stability. Theyve worked hard and earned the right to relief in their golden years. https://t.co/8lZqLjp86A"
X Link 2026-02-09T17:11Z 17.5K followers, 20.4K engagements
"Yikes its an actual Black Monday for $MNDY shareholders. When your enterprise software is so dumb and bad that you advertise it on the N train-Coney Island line of the NYC subway system: Monday $MNDY https://t.co/mGkOCcE0Lo When your enterprise software is so dumb and bad that you advertise it on the N train-Coney Island line of the NYC subway system: Monday $MNDY https://t.co/mGkOCcE0Lo"
X Link 2026-02-09T17:14Z 17.4K followers, [----] engagements
"No matter how bad you think things are in Minnesota reality is that it is actually worse here. Mom and pop restaurants and small biz in Minneapolis / St Paul are getting crushed. Fear of ICE and just as significant is fear of the mob both just killing our economy. Minneapolis and St. Paul restaurants are facing an extinction event running low on cash as diners stay home. My TCB story: https://t.co/QnXhXuSkjc Minneapolis and St. Paul restaurants are facing an extinction event running low on cash as diners stay home. My TCB story: https://t.co/QnXhXuSkjc"
X Link 2026-02-09T20:43Z 17.4K followers, [----] engagements
"@ramez @quadsparky I see more states doing this going forward not sure EVs are going to get more attractive if more punitive charges come up for owning them"
X Link 2026-02-09T22:57Z 17.4K followers, [---] engagements
"@Sleepysolcap Yup stocks bottom when people feel miserable. Room for improvement"
X Link 2026-02-10T14:15Z 17.4K followers, [---] engagements
"Retail sales miss during the height of holiday shopping. Sales and traffic at restaurants slowed down. NFIB small business optimism hiring plans economic optimism positive earnings trends all down in January. Only one explanation: polar vortex Retail Sales out this morning. MoM is 0.0%. November to December the height of holiday shopping. https://t.co/KZe0HNCthM Retail Sales out this morning. MoM is 0.0%. November to December the height of holiday shopping. https://t.co/KZe0HNCthM"
X Link 2026-02-10T14:21Z 17.4K followers, [----] engagements
"$DDOG saving the software sector with this print squeeze em DDOG CFO talking up further acceleration in January. Enough to pause the historic sector de-grossing https://t.co/eGSwG4h3ye DDOG CFO talking up further acceleration in January. Enough to pause the historic sector de-grossing https://t.co/eGSwG4h3ye"
X Link 2026-02-10T15:12Z 17.4K followers, [----] engagements
"Kids today sadly wont ever enjoy the pure joy of this ethereal experience that us millennials got to. Truly feel bad for them. USA Video game shopping in [----] https://t.co/YsbzdV6nLy USA Video game shopping in [----] https://t.co/YsbzdV6nLy"
X Link 2026-02-10T15:28Z 17.4K followers, [----] engagements
"$IGV bouncing as expected. Trade idea working out well so far. Do expect this to head higher and test the 50MA (blue line) soon. Will see how it acts then. $IGV with a nice opportunity for a tactical trade situation here with defined risk levels and at very oversold conditions. Taking the long position and will plan to cut it if it goes under yesterdays lows. Love these opportunities. $LULU at $160s was similar situation. https://t.co/S5he4fNhrw $IGV with a nice opportunity for a tactical trade situation here with defined risk levels and at very oversold conditions. Taking the long position"
X Link 2026-02-10T15:56Z 17.5K followers, [----] engagements
"@farrmacro Can argue this is mostly isolated to low income Americans who dont provide meaningful flows to equity markets Less buybacks certainly is a real headwind"
X Link 2026-02-10T17:34Z 17.4K followers, [---] engagements
"@taobanker New grads and youth unemployment 📈 and sky rocketing student loan delinquency rate is probably making investors nervous"
X Link 2026-02-10T17:42Z 17.4K followers, [---] engagements
"@atlas_invst Supreme Court shoots down tariffs"
X Link 2026-02-10T18:36Z 17.4K followers, [---] engagements
"@atlas_invst Tariffs are just killing small businesses in US which is leading to low hiring plans and rising unemployment - worsening labor market and contributing to rising delinquencies. Need labor market to improve to reverse delinquency rates"
X Link 2026-02-10T18:49Z 17.4K followers, [--] engagements
"$UBER is trading like how I feel after a long weekend in Miami absolute death"
X Link 2026-02-10T20:12Z 17.5K followers, [----] engagements
"@Sleepysolcap [--] day deliqs Student loans: REKT Credit Cards: stable / improving Auto Loans: improving Mortgage: stable Not too shabby"
X Link 2026-02-10T22:16Z 17.5K followers, [---] engagements
"@bcwilmerding Private market investing. So yeah another venue for normies to lose more of their money yes its bullish which is what Im saying"
X Link 2026-02-11T02:02Z 17.4K followers, [---] engagements
"@ContrarianCurse @Fabian_v4 government will generate revenue for their UBI via far higher corporate taxes and taxes on the top 1% and voters will support this without much resistance. AI profits / cash flow generating private assets become the source of capital for our pseudo UBI"
X Link 2026-02-11T02:18Z 17.5K followers, [----] engagements
"If this video is real and not AI . $CMG is a screaming short https://x.com/i/status/2021306769331376551 imagine weighing your food chipotle is going to ZERO private equity and restaurants dont mix https://t.co/sjyAcqUA6R https://x.com/i/status/2021306769331376551 imagine weighing your food chipotle is going to ZERO private equity and restaurants dont mix https://t.co/sjyAcqUA6R"
X Link 2026-02-11T03:53Z 17.5K followers, [----] engagements
"Sometimes I sit back and wonder if we will ever get an era of music like the 2000s again my goodness gracious. Trillions of dollars in investments in AI / technology and there is real chance we likely never have greatness anything close to that era again"
X Link 2026-02-11T04:28Z 17.4K followers, [----] engagements
"@DannyDayan5 @BenKizemchuk @fejau_inc @Savanojito @MarketsPuke @EconstratPB Fiscal is still strong but its meaningfully weaker than [----]. Its tightening isnt it Now AI fiscal impulse thats the bazooka. The deficit has fallen relatively quickly in the first four months of fiscal year [----] (October-January) compared to [----]. $152B in nominal deficit reduction or 20% but $91B of that (60 percent) is a result of Trump's regressive legally questionable tariffs. https://t.co/QiUIQMaEhe The deficit has fallen relatively quickly in the first four months of fiscal year [----] (October-January) compared"
X Link 2026-02-11T15:05Z 17.5K followers, [---] engagements
"@taobanker My $U position got absolutely nuked lol"
X Link 2026-02-11T15:16Z 17.5K followers, [----] engagements
"Insane sell action for anything AI even has a hint of disrupting. One sector after another just taken out back and shot indiscriminately. AI is making everyone sell first and think later. Yesterday was financial advisors [--] days ago was insurance brokers everyday is SAAS. What was today Commercial real estate services: $CBRE $JLL $CWK got smoked today all down 15% or more at one point. Why People are https://t.co/ldzHfygDl3 AI is making everyone sell first and think later. Yesterday was financial advisors [--] days ago was insurance brokers everyday is SAAS. What was today Commercial real estate"
X Link 2026-02-11T21:46Z 17.5K followers, 28.1K engagements
"@GoBirds555 I think $LYFT results definitely played a role but technicals look ready for next leg down. Nasty"
X Link 2026-02-11T23:50Z 17.5K followers, [---] engagements
"@Aureliusltd28 $ISRG for me and if you think $AXON is expensive you're gonna this im crazy for owning this one lol"
X Link 2026-02-11T23:54Z 17.5K followers, [----] engagements
"James Van Der Beek was a millionaire and exhausted all his finances fighting his cancer (RIP🕊). His family is now trying to raise over $1M so that they have less of a financial burden going forward. Now think about the average American with minimal savings fighting cancer / serious illness essentially financially ruined from the beginning. https://twitter.com/i/web/status/2021778509404791209 https://twitter.com/i/web/status/2021778509404791209"
X Link 2026-02-12T02:48Z 17.5K followers, 21.9K engagements
"@shortbus_ace I dont like her but I get why she did what she did. Secured the bag and set herself up for rest of her life. Loyalty to country Sounds nice but In athletics there is only loyalty to the bag 💰"
X Link 2026-02-12T02:50Z 17.5K followers, [----] engagements
"@IgnoreNarrative Cant emphasize importance of colon cancer screening enough these days @WaterworldCapi1 Chadwick Boseman died at [--] and also from colon cancer. Scary stuff lots of young people being diagnosed with this. @WaterworldCapi1 Chadwick Boseman died at [--] and also from colon cancer. Scary stuff lots of young people being diagnosed with this"
X Link 2026-02-12T07:06Z 17.5K followers, [----] engagements
"@PegasusFund They just nuked trucking and logistic cos on nothing"
X Link 2026-02-12T15:59Z 17.5K followers, [----] engagements
"@stevehou Sir this is bear porn"
X Link 2026-02-12T17:34Z 17.5K followers, [---] engagements
"I once went to Erewhon with a girl and watched her spend $200 when she could have also bought everything for like 35% less at a regular grocery store. I realized there are people out there who hate money more than I do and it made me feel so much better. Gen Zers and millennials are swimming in student debt and may never own homes but theyre splurging on gut-healthy juices and rotisserie chickens. https://t.co/16ctTPmmLp Gen Zers and millennials are swimming in student debt and may never own homes but theyre splurging on gut-healthy juices and rotisserie chickens. https://t.co/16ctTPmmLp"
X Link 2026-02-12T17:43Z 17.5K followers, 11.2K engagements
"Liquor boys winning today hehe $TAP $BUD $DEO @taobanker Makes for an interesting day when two of the strongest stocks and trends on the board are memory/HBM and beer. $STX $BUD https://t.co/01QWuVkgwB Makes for an interesting day when two of the strongest stocks and trends on the board are memory/HBM and beer. $STX $BUD https://t.co/01QWuVkgwB"
X Link 2026-02-12T18:22Z 17.5K followers, [----] engagements
"@OptionsHawk @JohnDoeKnowsGuy Cant vibe code alcohol lol 😂"
X Link 2026-02-12T18:23Z 17.5K followers, [---] engagements
"@ConsensusGurus How bad is the spend data for $DASH Haha"
X Link 2026-02-12T18:52Z 17.5K followers, [---] engagements
"@BuffaloBillCo @valuations_ @k3ithmccullough $PLTR $SOFI $HOOD $TSLA"
X Link 2026-02-12T19:07Z 17.5K followers, [---] engagements
"This gotta be a hedge or someone really hates $ADBE and this feels personal lol 😂 Adobe (ADBE) buyer [----] January $155 puts [----] offer Adobe (ADBE) buyer [----] January $155 puts [----] offer"
X Link 2026-02-12T19:09Z 17.5K followers, [----] engagements
"@JackFarley96 AI is killing $DASH too"
X Link 2026-02-12T20:23Z 17.5K followers, [----] engagements
"@pekwat @shomikghosh21 $AMZN is going down way lower if these are the takes. Im cooked lol"
X Link 2026-02-12T21:28Z 17.5K followers, [---] engagements
"I occasionally donate blood because Im O- and probably the right thing to do. But have only donated plasma once because I felt tired as shit and light headed after (much longer time to donate plasma vs blood). May need to donate plasma going forward to buy more shitcos. Middle-class Americans are selling their plasma to make ends meet. https://t.co/3ztZjHbGvA Middle-class Americans are selling their plasma to make ends meet. https://t.co/3ztZjHbGvA"
X Link 2026-02-12T22:28Z 17.5K followers, [----] engagements
"@cap_zay Suddenly lol 😂"
X Link 2026-02-12T22:30Z 17.5K followers, [---] engagements
"Thats the picture of my income getting murdered to fund more fraud and welfare Today I had a meaningful conversation with @NYCMayor about the reality local governments are facing. When federal government targets immigrant communities its cities that feel it first and cities that step up. Were building a coalition of mayors ready to lead. https://t.co/1MqFonqQmn Today I had a meaningful conversation with @NYCMayor about the reality local governments are facing. When federal government targets immigrant communities its cities that feel it first and cities that step up. Were building a coalition"
X Link 2026-02-12T23:04Z 17.5K followers, [----] engagements
"$SPX @PegasusFund pointing out he sees distribution in markets. This is what distribution looks like look at the clusters of high volume down days last couple weeks. Dont be a hero. Stay long but stay off using high amount of margin. Cant ignore the megacap capex guides but the broader market clearly looks like its distributing Cant ignore the megacap capex guides but the broader market clearly looks like its distributing"
X Link 2026-02-12T16:22Z 17.5K followers, [----] engagements
"Holy shit $PINS another -19%. This thing dead lol $PINS sub-$20 makes no sense to me but I guess we are about to find out $PINS sub-$20 makes no sense to me but I guess we are about to find out"
X Link 2026-02-12T21:16Z 17.5K followers, 22.9K engagements
"Last [--] years $XLE +142% $SPY +73%"
X Link 2026-02-12T22:14Z 17.5K followers, [----] engagements
"If Marco Rubio eventually becomes the President of the United States in the coming years we will point to this speech as when it became obvious that hes one the best candidates to lead the country. You may not agree with everything he says but this is how a President speaks. WATCH: Secretary Rubio Delivers Remarks to the Munich Security Conference in Munich Germany. https://t.co/MSnxmlRf2w WATCH: Secretary Rubio Delivers Remarks to the Munich Security Conference in Munich Germany. https://t.co/MSnxmlRf2w"
X Link 2026-02-14T17:27Z 17.5K followers, 182.9K engagements
"Immaculate vibes today in the Big Apple. Feeling a little extra lucky today"
X Link 2026-02-14T22:28Z 17.5K followers, [----] engagements
"@volcrushed NYC is absolutely insane. Holy shit"
X Link 2026-02-14T22:47Z 17.5K followers, [---] engagements
"@TraderSmooth Nubeluz at Ritz Carlton"
X Link 2026-02-15T00:03Z 17.5K followers, [---] engagements
"$TXRH $EAT looking strong $CMG $CAVA $JACK and even $SG all look like they've put in bottoms. Interesting price action in the restaurant sector"
X Link 2026-01-15T03:45Z 17.5K followers, [----] engagements
"$HOOD bull thesis is that this becomes not a super financial app but a super degenapp. One stop shop where every possible venue for the normies to lose their money is available. From regular equity trading to options to shorting stocks to prediction markets. so you're essentially landing customers as a gambling app now. and youre cross-selling IRAs to people throwing $100 on the Patriots . very nice $HOOD https://t.co/WCCF7FPXOI so you're essentially landing customers as a gambling app now. and youre cross-selling IRAs to people throwing $100 on the Patriots . very nice $HOOD"
X Link 2026-02-10T22:58Z 17.5K followers, 11.4K engagements
"Everyone is giving @jbulltard1 crap for selling $AMZN but this thing is going lower. And I say that as someone who owns it hoping it stops bleeding every single day. Cant fight the tape here"
X Link 2026-02-13T15:47Z 17.5K followers, 59.7K engagements
"@WarrenPies had great segment on CNBC where he is downgrading equities to Neutral for now and discussing that hes noticing distribution in tech / Nasdaq as well. Just not a healthy market. Cant fight the price action Have to manage risk $SPX @PegasusFund pointing out he sees distribution in markets. This is what distribution looks like look at the clusters of high volume down days last couple weeks. Dont be a hero. Stay long but stay off using high amount of margin. https://t.co/H5siS8O8qo $SPX @PegasusFund pointing out he sees distribution in markets. This is what distribution looks like"
X Link 2026-02-13T20:22Z 17.5K followers, [----] engagements
"Another weekend to stroll the town and romanticize what life would be like if I lived in NYC 🌆"
X Link 2026-02-13T22:47Z 17.5K followers, [----] engagements
"@NoCapCapitalLLC No way hes getting $15K lol 😂"
X Link 2026-02-14T00:38Z 17.5K followers, [----] engagements
"@PegasusFund It really be that simple isnt it"
X Link 2026-02-14T15:36Z 17.5K followers, [---] engagements
"Marco Rubio delivered a great speech here. Entire speech is very inspiring and gives great hope that EU and US relations come out stronger than ever after all of this chaos. Our home may be in the Western Hemisphere but we will always be a child of Europe. NEW - Rubio says Europe and U.S. belong together bound by "centuries of shared history Christian faith culture heritage language ancestry" and that since WW2 mistakes have been made: outsourcing "our sovereignty to international institutions" imposing energy policies that https://t.co/O5jbOcy9i4 NEW - Rubio says Europe and U.S. belong"
X Link 2026-02-14T17:18Z 17.5K followers, [----] engagements
"@ConsensusGurus"
X Link 2026-02-15T21:15Z 17.5K followers, [---] engagements
"@ecommerceshares We are still talking about inflation when people cant even afford potato chips lol"
X Link 2026-02-13T15:16Z 17.5K followers, [----] engagements
"This $AMZN shit is legit demoralizing if it wasnt for tons of other stocks bailing me out constantly Id probably sell everything and be an index boi and get back together with my ex"
X Link 2026-02-13T16:07Z 17.5K followers, [----] engagements
"@volcrushed @chicfryrice I think like $250K for tuition and living costs if you go to a state university school. If private medical schools or Caribbean med school youre looking at $400K for sure. Add in undergrad debt and I can see grads coming out of med school with $500K+ in total debt"
X Link 2026-02-15T21:42Z 17.5K followers, [---] engagements
"Male loneliness cant be cured without alcohol sorry I dont make the rules. $DEO +1.42% / $TAP +1.36% $SPX -1.03% You may not like it but this is what a world where the male loneliness epidemic is cured looks like https://t.co/S8WLe5WcaV You may not like it but this is what a world where the male loneliness epidemic is cured looks like https://t.co/S8WLe5WcaV"
X Link 2026-01-14T17:16Z 17.5K followers, [----] engagements
"$AXON death looking chart. Ohhh man. $axon best saas short for shizzle $axon best saas short for shizzle"
X Link 2026-01-29T16:47Z 17.5K followers, [----] engagements
"NFP today showed acceleration of the job shedding in Information and Financial Services worse loss since September [----]. And with the #SaaSapocalypse ongoing there is high probability white collar recession may possibly be accelerating Possible casualty: $DASH 1) NFP 130K vs 65K cons. Private 172K vs 68K. A few outliers. Health Care & Social Assistance 124K. Government -42K. Minor [--] month revisions. https://t.co/yy3vXJ3pMa 1) NFP 130K vs 65K cons. Private 172K vs 68K. A few outliers. Health Care & Social Assistance 124K. Government -42K. Minor [--] month revisions. https://t.co/yy3vXJ3pMa"
X Link 2026-02-11T23:43Z 17.5K followers, [----] engagements
"@BexelInitiative Tariffs are fiscal tightening (stupid way to tighten fiscal) but $30B/month in tariff revenue every month is a serious number. Deficit spending (still huge) is down meaningfully vs [----] YoY"
X Link 2026-02-13T20:46Z 17.5K followers, [--] engagements
"Being a guy and taking a girl out to dinner is one of the best things. They get super dressed up / look gorgeous and their hair is always perfect. You get to eat good food and have a few cocktails and get to know someone. Nothing boring especially if you live in a tier [--] city. No one talks about how boring dinner dates are No one talks about how boring dinner dates are"
X Link 2025-09-05T22:13Z 17.5K followers, 1.2M engagements
"Interesting changes to Amex Platinum benefits annual fee apparently increasing to $895/year. $400 in Resy credits alone would make card worth it considering I go to Bar La Grassa / Martina / Josefinas / Porzana at least [--] times a year. $300 in additional hotel credits. Im happy if what I read on this Amex Platinum personal refresh is true. https://t.co/fQkGQL92XM Im happy if what I read on this Amex Platinum personal refresh is true. https://t.co/fQkGQL92XM"
X Link 2025-09-17T22:45Z 17.5K followers, 806.1K engagements
"Comprehensive list of Amex Platinum annual credits $209 Clear $600 FHR + 4pm check out $300 Youtube Premium $200 Uber + $120 Uber One $200 Airline Credit $400 Resy credit $300 LuluLemon credit $200 Oura Ring Amex is paying us to have the card. Chase Sapphire just got smoked. Interesting changes to Amex Platinum benefits annual fee apparently increasing to $895/year. $400 in Resy credits alone would make card worth it considering I go to Bar La Grassa / Martina / Josefinas / Porzana at least [--] times a year. $300 in additional hotel credits. Interesting changes to Amex Platinum benefits annual"
X Link 2025-09-18T16:34Z 17.5K followers, 746.2K engagements
"This gotta be AI because Ive flown at least [---] trips on Delta and Ive never seen a flight attendant that looks like this"
X Link 2025-10-30T14:43Z 17.5K followers, 3.1M engagements
"Tariffs and cyclical (or secular 😬) decline in alcohol consumption. Nasty double whammy for alcohol companies. Are $BUD / $TAP / $DEO etc. buyable anytime soon This one is pretty hard to me. Jim Beam the largest American bourbon distiller is closings it flagship facility next year. This follows a string of distillery closures after more than two decades of rapid economic growth in the industry. Analysts say it's linked to trade wars and tariffs. https://t.co/vGUCZkbAif Jim Beam the largest American bourbon distiller is closings it flagship facility next year. This follows a string of"
X Link 2025-12-22T19:21Z 17.5K followers, [----] engagements
"$RDW gonna be the next retail meme monster winner"
X Link 2025-12-30T16:00Z 17.5K followers, 15.6K engagements
"Gen Z starting to realize you are more likely to get laid with alcohol involved $DEO has buyers defending that $85 level. Worth a punt possibly with clear level to cut risk Is alcohol back Maybe Gen Z is getting depressed enough for these companies to make money again https://t.co/qzfkp4BfUj Is alcohol back Maybe Gen Z is getting depressed enough for these companies to make money again https://t.co/qzfkp4BfUj"
X Link 2026-01-08T01:37Z 17.5K followers, [----] engagements
"Alcohol an outperformer going forward $BUD looks good. $DEO and $STZ with technicals suggesting bottom could be in. I went sober to prioritize my health. But then slowly but surely I realized the best parts of life were passing me by. https://t.co/EggCysmmWl I went sober to prioritize my health. But then slowly but surely I realized the best parts of life were passing me by. https://t.co/EggCysmmWl"
X Link 2026-01-12T00:33Z 17.5K followers, 38.8K engagements
"$NTDOY significant drawdown from severe memory shortage but seems like a great entry point to start accumulating at these levels. This one seems like a lock to be a winner long term. Nintendo's ADR is now in a 37% drawdown $NTDOY https://t.co/5FdsJLasVr Nintendo's ADR is now in a 37% drawdown $NTDOY https://t.co/5FdsJLasVr"
X Link 2026-01-16T01:46Z 17.5K followers, 17.8K engagements
"$CMG kind of a nasty print. Comps: 📉 Op margins: 📉 Guidance: flat $CMG - Reports Q4 $0.25 v $0.24e Rev $3.0B v $2.96Be SSS -2.5% v +5.4% y/y v 3%e Guides initial FY26 SSS 'about flat' y/y missing estimates. $CMG down 10% after hours https://t.co/pV62bUEp5c $CMG - Reports Q4 $0.25 v $0.24e Rev $3.0B v $2.96Be SSS -2.5% v +5.4% y/y v 3%e Guides initial FY26 SSS 'about flat' y/y missing estimates. $CMG down 10% after hours https://t.co/pV62bUEp5c"
X Link 2026-02-03T21:16Z 17.5K followers, [----] engagements
"$IGV -2.15% $SMH -4% Seeing many smart accounts thinking SaaS bounces and semis sell off (I tend to agree with this) but no one is really mentioning possibility they both just keep selling off haha Software has underperformed semis by 20% over the last [--] days - the largest gap since the dot-com bubble peak in February 2000.These extremes suggest a significant mean reversion is likely with either software rallying semis declining or both: BTIGs Jonathan Krinsky Software has underperformed semis by 20% over the last [--] days - the largest gap since the dot-com bubble peak in February 2000.These"
X Link 2026-02-04T17:15Z 17.5K followers, [----] engagements
"Pawn shops why didnt I think of this one as soon as crypto and the shitcos started correcting 😭 This was such an easy one. Damn. $EZPW https://t.co/ixNLtDl603 $EZPW https://t.co/ixNLtDl603"
X Link 2026-02-05T18:37Z 17.5K followers, [----] engagements
"$IGV with a nice opportunity for a tactical trade situation here with defined risk levels and at very oversold conditions. Taking the long position and will plan to cut it if it goes under yesterdays lows. Love these opportunities. $LULU at $160s was similar situation"
X Link 2026-02-06T17:31Z 17.5K followers, [----] engagements
"@Sleepysolcap Because they own $APP and $RDDT etc. lol"
X Link 2026-02-06T21:33Z 17.5K followers, [----] engagements
"Kind of an interesting observation and I actually think there is merit to it. Cheap restaurants legit seem like they have all vanished. You can get a high quality burger 🍔 at Spoon and Stable (high end restaurant) in Minneapolis for just a few more dollars than Five Guys"
X Link 2026-02-07T16:00Z 17.5K followers, 32.8K engagements
"Welp Im officially a victim of AI. 60% gains in $U all gone and more lol. Did trim some in the $40s but a lot of profit now wiped and I officially took the L today (just slightly green overall on this one). It is what it is. Didnt manage this one well"
X Link 2026-02-11T15:15Z 17.5K followers, 11.8K engagements
"$TER unloading some in $300s here. Just want to free up some cash in case some distressed hard assets go on sale soon lol. Shout out to the goat @Citrini7 for the idea. $TER added $103s. Will double position if gap fills the earnings move. https://t.co/WJE7oow4Rn $TER added $103s. Will double position if gap fills the earnings move. https://t.co/WJE7oow4Rn"
X Link 2026-02-12T18:27Z 17.5K followers, [----] engagements
"Liquidity if like oxygen You dont know it until its gone Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the S&P [---] have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. https://t.co/SDy5kAXzGp Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the S&P [---] have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the"
X Link 2026-02-13T01:31Z 17.5K followers, [----] engagements
"$UBER just bleeding 🩸 every single day. Macro (recession fears) driving the selling or Waymo & Tesla fears driving the selling This is a tough one. Holy moly Waymo now 400000+ rides per week. 1M/rides per week going to come in a blink of an eye. The minute Waymo is in Minneapolis 90% of my rides will be with Waymo. I wont touch Uber or Lyft unless I need a Black SUV. Holy moly Waymo now 400000+ rides per week. 1M/rides per week going to come in a blink of an eye. The minute Waymo is in Minneapolis 90% of my rides will be with Waymo. I wont touch Uber or Lyft unless I need a Black SUV"
X Link 2026-02-13T19:49Z 17.5K followers, [----] engagements
"@TouchLumber Think $RDDT outperforms but with way more volatility. $AMZN probably easier to hold"
X Link 2026-02-13T19:57Z 17.5K followers, [---] engagements
"More fiscal tightening even if this is not a significant number. JUST IN: Trump administration bans noncitizens from receiving federal SBA loans starting March 1st. JUST IN: Trump administration bans noncitizens from receiving federal SBA loans starting March 1st"
X Link 2026-02-13T20:37Z 17.5K followers, [----] engagements
"@ShakerBall_Cap Mannn Im jealous"
X Link 2026-02-14T01:28Z 17.5K followers, [---] engagements
"NYC restaurant scene is so insane because I went to Altro Paradiso last night and its probably an above average restaurant here but in Minneapolis it would be an easy top [--] spot lol Btw they had an amazing olives 🫒. I had [--] plates of these things to snack on"
X Link 2026-02-14T19:05Z 17.5K followers, 10.2K engagements
"@k3ithmccullough Just liked a good speech. Refreshing"
X Link 2026-02-14T19:06Z 17.5K followers, [----] engagements
"Something is very off with markets right now to me $CHRW just got nuked -19% along with other trucking and logistics equities. Feels like just zero liquidity out there. Other smart accounts have said what I agree with now isnt the time to be a hero (long or short imo). Insane sell action for anything AI even has a hint of disrupting. One sector after another just taken out back and shot indiscriminately. Insane sell action for anything AI even has a hint of disrupting. One sector after another just taken out back and shot indiscriminately"
X Link 2026-02-12T15:55Z 17.5K followers, [----] engagements
"Everyone keeps looking at AI as if its some bubble. Honestly from my point of view it is acting like the thing that is popping all the bubbles around us (software etc.) vs being the bubble itself"
X Link 2026-02-13T01:46Z 17.5K followers, 35.6K engagements
"$TEAM are you brave enough to play the bounce anon"
X Link 2026-02-13T15:32Z 17.5K followers, [----] engagements
"Not a bad spot to watch this nasty close in $SPY HAGW frens"
X Link 2026-02-13T20:56Z 17.5K followers, [----] engagements
"This is legit elite level content The great Bitcoin dump of February [----]. Compilation of real time anime clips put together. https://t.co/fuYHv16jlq The great Bitcoin dump of February [----]. Compilation of real time anime clips put together. https://t.co/fuYHv16jlq"
X Link 2026-02-14T00:27Z 17.5K followers, [----] engagements
"@LogicalThesis Haha yeah Minnesota also got smoked"
X Link 2026-02-16T00:20Z 17.5K followers, [---] engagements
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