@JimmyButlerCap Avatar @JimmyButlerCap John Wix

John Wix posts on X about $meta, meta, ai, open ai the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 63.06% technology brands 31.53% finance 29.73% countries 9.01% cryptocurrencies 8.11% financial services 3.6% fashion brands 2.7% luxury brands 0.9% social networks 0.9% vc firms 0.9%

Social topic influence $meta 9.01%, meta 9.01%, ai 8.11%, open ai 7.21%, anthropic #3298, acquisition 4.5%, $nvda 3.6%, $slv 3.6%, money 3.6%, $qqq #573

Top accounts mentioned or mentioned by @maldofino @gobirds555 @investornick @eastcap @revcap @sleepysolcap @altcap @fundsmithllp @vp @downtown @a16z @evrgn11112231 @pythiar @tristakelley @sindap @mikethrasher @buccocapital @jdcmedlock @savanarola5 @thatsnephew

Top assets mentioned Metadium (META) NVIDIA Corp. (NVDA) Exxon Mobil (XOM) Snap, Inc. (SNAP) Uber Technologies, Inc. (UBER) Alphabet Inc Class A (GOOGL) Oracle Corporation (ORCL) Morningstar, Inc. (MORN) Sandisk Corporation (SNDK) Amazon.com, Inc. (AMZN) Intel Corporation (INTC) Energy Fuels Inc. (UUUU) Uranium Energy Corp. (UEC) SPDR GOLD ETF (GLD) Pinterest, Inc. (PINS) Rubrik, Inc. (RBRK) Walmart, Inc. (WMT) Doge Jones Industrial Average (DJI) Lyft, Inc. Class A Common Stock (LYFT) Vixco (VIX) GammaSwap (GS) CBRE Group Inc (CBRE) Veeva Systems, Inc. (VEEV) Netflix Inc (NFLX) YELP INC. (YELP) Oklo Inc. (OKLO) Microsoft Corp. (MSFT) Hims & Hers Health, Inc. (HIMS) Novo-Nordisk (NVO) Wells Fargo & Co (WFC) Chime Financial, Inc (CHYM) Broadcom, Inc. (AVGO) Decentral Games (DG) Global-e Online Ltd. (GLBE) Roblox Corp. (RBLX) Fiserv, Inc. (FI) Texas Pacific Land, Corp. (TPL)

Top Social Posts

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

"Good reminder VC marks are off when Bilt is worth $10.75B. 750K cardholders drops 50%+ now old cards go automatically to $WFC and [---] cards not as good. Millions is units under property partners not active users. Worth more than $CHYM which has a real biz plan"
X Link 2026-01-15T05:38Z [---] followers, [----] engagements

"@east_cap Rolex bought Bucherer Europes biggest watch retailer so Watches of Switzerland will likely be without Rolex"
X Link 2024-01-18T23:00Z [---] followers, [---] engagements

"@rev_cap Eric Adams is going to practically be a republican to get that pardon"
X Link 2024-11-30T16:27Z [---] followers, [---] engagements

"Yeah a logical take is both $NVDA and $AVGO latest guides cant be right at the same time $AVGO $NVDA so based on Hock's guide. that's 320b of revenue just between the two of them in [----]. I doubt that. Models are actually perfect for custom ASICs because the models themselves can be generalized so the chip doesn't have to be. This is super bad for NVDA. $AVGO $NVDA so based on Hock's guide. that's 320b of revenue just between the two of them in [----]. I doubt that. Models are actually perfect for custom ASICs because the models themselves can be generalized so the chip doesn't have to be. This"
X Link 2024-12-13T23:20Z [---] followers, [----] engagements

"@Sleepysolcap Time for the $DG pitches again"
X Link 2025-02-02T17:22Z [---] followers, [----] engagements

"$GLBE is cheap for a true Rule of [--] company anyone know the story there"
X Link 2025-06-12T02:33Z [---] followers, [----] engagements

"$RBLX has what I call the middle finger pattern almost always goes 30% lower"
X Link 2025-08-20T01:48Z [---] followers, [----] engagements

"SoftBank buys $INTC at $23 wow thats bullish Nvidia or Amazon buys $INTC at $23 dilution what a scam Market does not know how to trade this name because its been a dog for so long Intel in talks with other large investors for equity boost at discount sources say https://t.co/bscldOPfMq Intel in talks with other large investors for equity boost at discount sources say https://t.co/bscldOPfMq"
X Link 2025-08-20T14:44Z [---] followers, [----] engagements

"$FI Clover is not going to last under the Fiserv umbrella. Tobi Lukte Jared Isaacman and Jack Dorsey (sober) arent dumb. Look at this mismanagement- adds fees on the clover side of the biz and removes them less than a year later"
X Link 2025-10-29T12:20Z [---] followers, [----] engagements

"Why not just full port $TPL down here"
X Link 2025-11-19T20:32Z [---] followers, [----] engagements

"$LKNCY Imagine the intel you could collect by putting hidden mics at every blue bottle in SF"
X Link 2025-12-16T16:01Z [---] followers, [---] engagements

"Working on the [----] portfolio $MU $TPR finished #3 and #14 in S&P [---] respectively. Here was MU initiation last yr Portfolio for Q1 2025: MU 18% TPR 13% TKO 12% EXPE 12% WIX 9% HUM 7% LULU 7% REGN 6% COIN 5% FORM 5% + 7% Cash Portfolio for Q1 2025: MU 18% TPR 13% TKO 12% EXPE 12% WIX 9% HUM 7% LULU 7% REGN 6% COIN 5% FORM 5% + 7% Cash"
X Link 2025-12-31T19:29Z [---] followers, [---] engagements

"Weekly Theme Scanner 1/24/26 $SLV $EQT $WMB $UUUU Less action this week. Money is flowing into metals commodities and oil not tech"
X Link 2026-01-24T20:44Z [---] followers, [---] engagements

"Selling $UEC switching to $SRUUF. A lot of the miners are overvalued on fundamentals"
X Link 2026-01-29T15:25Z [---] followers, [---] engagements

"$QQQ 🧵The Q's attempted a breakout at the end of October and have gone nowhere for 10+ weeks. These are similar to the conditions heading into the [----] and April [----] bear markets"
X Link 2026-02-02T07:13Z [---] followers, [----] engagements

""If the money flowed out of metals last week and is not going to crypto or tech where is it going" Some candidates: energy $XLE materials $XLB industrials $XLI staples. Things that work in an inflationary environment"
X Link 2026-02-02T07:13Z [---] followers, [---] engagements

"One problem is $NVDA does not look healthy having stalled at the [---] price level. A potential issue for Nvidia is memory prices are an input to the cost of GPUs"
X Link 2026-02-02T07:13Z [---] followers, [---] engagements

"Stalling price action in Q's/NVDA. combined with blow off in SNDK BTC drop bad action in software MSFT/NOW plenty of warning signs for tech. Some things that look good: $PM $TRGP $YPF $LYB $HUN"
X Link 2026-02-02T07:13Z [---] followers, [---] engagements

"Ok $CRML single was an insider on this $12B Trump announcement. They bought March [--] calls. The stock is trading at [--] 🤯 Weekly Theme Scanner: Oil names leading $XOM. Had large call buyers roll down on $GLD and $SLV on Friday likely got wiped out https://t.co/SD5OJHPy8D Weekly Theme Scanner: Oil names leading $XOM. Had large call buyers roll down on $GLD and $SLV on Friday likely got wiped out https://t.co/SD5OJHPy8D"
X Link 2026-02-02T15:31Z [---] followers, [---] engagements

"Ok with buying the dip on $CPNG here. You have @altcap having Vance pressure on Korea top ten Druckenmiller position. LT korean demographics are an issue but short term there has to be a wealth effect between Samsung and SK Hynix"
X Link 2026-02-02T17:26Z [---] followers, [---] engagements

"People know $MORN owns pitchbook right Its not the just the boomer investing analytics co"
X Link 2026-02-03T16:00Z [---] followers, [---] engagements

"The market is the best economist out there. [--] out of [--] economists missed that ISM print and the market was loading up on $XLI and $XLB all of January "If the money flowed out of metals last week and is not going to crypto or tech where is it going" Some candidates: energy $XLE materials $XLB industrials $XLI staples. Things that work in an inflationary environment https://t.co/4EAibLmHsb "If the money flowed out of metals last week and is not going to crypto or tech where is it going" Some candidates: energy $XLE materials $XLB industrials $XLI staples. Things that work in an inflationary"
X Link 2026-02-03T16:16Z [---] followers, [---] engagements

"You cant pull off a @FundsmithLLP strategy in todays market. $TRI long-term compounder hasnt missed a quarter on earnings. But Claude made Westlaw a zero and youre down 50% in [--] months"
X Link 2026-02-04T13:45Z [---] followers, [----] engagements

"I dont think $APP is opposed to M&A. Were actively bidding for TikTok for a while. Can get $PINS or $SNAP for cheap and fortify the moat $app Needs some bolder m&a. Adam still talking buybacks at $200bl mkt cap like he was at $30bl was big turn off for me. Roku/ttd/pins are basically there for taking at peanut multiples so maybe make a move. $app Needs some bolder m&a. Adam still talking buybacks at $200bl mkt cap like he was at $30bl was big turn off for me. Roku/ttd/pins are basically there for taking at peanut multiples so maybe make a move"
X Link 2026-02-04T15:26Z [---] followers, [----] engagements

"$SNAP might be profitable dont think small DAU drop matters that much"
X Link 2026-02-04T21:20Z [---] followers, [---] engagements

"$RBRK weird pre release. Beating guide but no #s. Maybe do updated guidance range Token insider buy Authorise buyback Where is CRO going"
X Link 2026-02-05T01:16Z [---] followers, [---] engagements

"ok Ill be in cash from here until $NDX tests $22K. Might be a month or three months but seasonality not great into April those hiding in staples/industrials and $WMT need to get smoked retail investors getting shaky VIX needs to get above [--] $QQQ 🧵The Q's attempted a breakout at the end of October and have gone nowhere for 10+ weeks. These are similar to the conditions heading into the [----] and April [----] bear markets https://t.co/PiwSit01rj $QQQ 🧵The Q's attempted a breakout at the end of October and have gone nowhere for 10+ weeks. These are similar to the conditions heading into the 2022"
X Link 2026-02-05T22:56Z [---] followers, [----] engagements

"Keep an eye on non farm payrolls tmr. Was delayed from Friday due to partial shutdown but Hassett may have had the data and is signalling lower. Potentially meaningful for the $DJI where a lot of investors positioned for economic reaccel at the 50K psych level"
X Link 2026-02-10T15:24Z [---] followers, [---] engagements

"This is competition with $PLTR btw OpenAI and Anthropic are expanding into consulting roles as large enterprise customers struggle to deploy reliable AI agents out of the box. OpenAI is reportedly hiring hundreds of engineers to help clients integrate models like ChatGPT into real systems tailoring them with https://t.co/cukiAPndJH OpenAI and Anthropic are expanding into consulting roles as large enterprise customers struggle to deploy reliable AI agents out of the box. OpenAI is reportedly hiring hundreds of engineers to help clients integrate models like ChatGPT into real systems tailoring"
X Link 2026-02-10T15:44Z [---] followers, [---] engagements

"Interesting tour stops from JD Vance $XLE .@VP and the Second Family arrive in Azerbaijan after a productive visit to Armenia https://t.co/uCmsQ0bKOH .@VP and the Second Family arrive in Azerbaijan after a productive visit to Armenia https://t.co/uCmsQ0bKOH"
X Link 2026-02-10T15:53Z [---] followers, [---] engagements

"labor market and retail sales slowing GDP still holding up (AI capex) very noticeable Iran buildup oil and inflation names leading fed delays cuts and considers hikes until too late Powell is too late Getting February [----] vibes here Getting February [----] vibes here"
X Link 2026-02-10T22:20Z [---] followers, [---] engagements

"$MORN Claude build me a copy of Pitchbook make no mistakes"
X Link 2026-02-11T05:26Z [---] followers, [---] engagements

"$DJI breaking $50K on a strong jobs report Crowded trade breaking down"
X Link 2026-02-11T15:45Z [---] followers, [---] engagements

"In case you need a recap on why every software stock is getting killed $IGV https://www.fintechbrainfood.com/p/the-saaspocalypse https://www.fintechbrainfood.com/p/the-saaspocalypse"
X Link 2026-02-12T04:06Z [---] followers, [---] engagements

"$UBER Adding April [--] puts. Management has gone everywhere last two weeks: CNBC Bloomberg podcast to talk down the Waymo threat and the stock still looks like this. Oh and Waymo just launched in Nashville but exclusive to $LYFT this time"
X Link 2026-02-12T14:59Z [---] followers, [---] engagements

"@maldofino Its an inferior company to Uber but its an obvious acquisition target somebody will take it at these levels eventually"
X Link 2026-02-12T15:11Z [---] followers, [--] engagements

"The best charts in this market are upside down"
X Link 2026-02-12T15:20Z [---] followers, [---] engagements

"Trumps going to change his mind on fed chair in two weeks if this keeps up #DOW50K"
X Link 2026-02-12T17:30Z [---] followers, [---] engagements

"Good thing consumer doesnt have any exposure to white collar labor This rotation is hilarious. We are bearish on tech/software so let's absolutely cram into consumer and industrials at ATH. This rotation is hilarious. We are bearish on tech/software so let's absolutely cram into consumer and industrials at ATH"
X Link 2026-02-12T17:35Z [---] followers, [---] engagements

"$UBER I like @Downtown but why are you as a serious company having your COO take time out of their day to manage the retail narrative on Uber unless said narrative has teeth"
X Link 2026-02-12T17:52Z [---] followers, [---] engagements

"$VIX [--] is high but dont feel panic. Thursday first broad sell off $WMT still got a bid. Markets waiting on something Iran Buildup obvious talks failing. Trump likely delayed past Super Bowl. Second carrier was sent this week $XLE still being bid $VIX 🤔 https://t.co/1ACtkKR68P $VIX 🤔 https://t.co/1ACtkKR68P"
X Link 2026-02-14T16:21Z [---] followers, [---] engagements

"$GS AI loser time to start the convo I really dont understand what were doing here if AI is replacing real estate agents $CBRE why is $GS heading to [----] isnt there a $/labor component baked into IPO costs I really dont understand what were doing here if AI is replacing real estate agents $CBRE why is $GS heading to [----] isnt there a $/labor component baked into IPO costs"
X Link 2026-02-13T00:05Z [---] followers, [---] engagements

"Adding $VEEV March [---] puts. Yes oversold some factors here: [--]. Anthropic is targeting healthcare can get a SCHW/RJF day on this soon [--]. PBC arent legally required to prioritize profit [--]. A lot of medical regulatory/patent info is public- could be replicable"
X Link 2026-02-11T15:55Z [---] followers, [---] engagements

"$VEEV Feels like we hear about an update on this with Claude [---] soon"
X Link 2026-02-11T16:09Z [---] followers, [---] engagements

"I really dont understand what were doing here if AI is replacing real estate agents $CBRE why is $GS heading to [----] isnt there a $/labor component baked into IPO costs"
X Link 2026-02-11T21:57Z [---] followers, [----] engagements

"$UBER is not that cheap"
X Link 2026-02-12T14:39Z [---] followers, [----] engagements

"$MAGS Everything we build is leased instantly. Have to keep building Leased to who OpenAI and Anthropic They can pay 200B Yes over [--] years. Once they IPO The Largest IPO ever raised $25B Theyll raise $50B earn rest via API Chinese models are 10x cheaper nvm Give it another couple months but there is a fine line between the hypers building the new infrastructure layer that no one else can afford to build And the market tagging them as absolute retards and this being a super low ROIC pursuit Give it another couple months but there is a fine line between the hypers building the new"
X Link 2026-02-14T20:58Z [---] followers, [---] engagements

"Notable stocks below their 200-day MA $META $V $MA $NFLX $COST $HD $PG $CRM $MCD $BX $BKNG $SPOT $HON"
X Link 2025-11-08T18:15Z [---] followers, [----] engagements

"Need an activist to liquidate $CRSR inventory at spot"
X Link 2025-11-13T01:06Z [---] followers, [---] engagements

"$WBD dummies. FYI Zaslav has a huge comp package tied to a Discovery spinoff and was amended this month to apply in a spinoff + acquisition. So board was predisposed against $PARA acquire in full offer. But nobody wants Discovery/cable spinoff lol. Just more fees for bankers $WBD should take this and run. If they hold out for a $27 $NFLX offer big mistake $WBD should take this and run. If they hold out for a $27 $NFLX offer big mistake"
X Link 2025-12-05T12:52Z [---] followers, [---] engagements

"Ok heres a fun contest: whats your #1 stock idea for 1H [----]. $150 Neiman Marcus/Bergdorf Goodman gift card up for grabs - Must be a US company $10B+ market cap - Winner highest % return through 6/30 - Must reply with ticker by 11:59pm Friday Will revisit next year 👀"
X Link 2025-12-11T18:00Z [---] followers, [----] engagements

"Why cant $DIS sell ESPN to $VSNTV. FTC has bigger fish to fry"
X Link 2025-12-18T15:17Z [---] followers, [---] engagements

"If I was OpenAI Id buy $YELP for $3B big SMB client list Apple Maps partnership protects local discovery features if Google Maps ever closes off their API"
X Link 2025-12-30T15:27Z [---] followers, [----] engagements

"Is $NTDOY really screwed on memory costs Cant be that simple right"
X Link 2025-12-30T16:30Z [---] followers, [---] engagements

"$UA $UAA under armour is interesting. Brand is dead but founder came back in [----] and set a [--] million share comp package that he forfeits if under armour does not get above $13 by [----] $UA $UAA big form4 15.7Mshs at [----] $70M worth https://t.co/1iFlFfCbQe $UA $UAA big form4 15.7Mshs at [----] $70M worth https://t.co/1iFlFfCbQe"
X Link 2025-12-30T16:45Z [---] followers, [----] engagements

"2025 buyout candidates ranked [--]. $LION/ Amazon Studios [--]. $YELP/ AI labs [--]. $PINS/ Microsoft [--]. $MORN/ Blackrock [--]. $LYFT/ Google"
X Link 2026-01-07T19:25Z [---] followers, [---] engagements

"If tariffs are overturned and Trump accounts in effect can $CRI finally work as a long"
X Link 2026-01-08T18:05Z [---] followers, [---] engagements

"$JEF after convincing Saks to buy Neiman Marcus with a $1B Apollo loan"
X Link 2026-01-09T16:22Z [---] followers, [---] engagements

"Its not like the EU can say just trade with China. Actually they can but it would be self-destructive Germanys [--] billion subsidy program for electric vehicles will be open to all manufacturers as the government seeks to revive sales in Europes largest car market https://t.co/F3L1B82quZ Germanys [--] billion subsidy program for electric vehicles will be open to all manufacturers as the government seeks to revive sales in Europes largest car market https://t.co/F3L1B82quZ"
X Link 2026-01-19T20:05Z [---] followers, [---] engagements

"Just a silly statement to be making in [----] $BYDDF"
X Link 2026-01-19T20:34Z [---] followers, [---] engagements

"where that context flows cross platform is going to be Databricks and $SNOW + leading AI models (OpenAI Anthropic). Why would I limit context to Salesforce data Full presentation: https://t.co/4Ltp5odZ5p Full presentation: https://t.co/4Ltp5odZ5p"
X Link 2026-01-22T00:27Z [---] followers, [----] engagements

"Small $META puts this week. Everyone seems excited to buy it into 200-MA resistance"
X Link 2026-01-26T20:32Z [---] followers, [----] engagements

"$META firing [----] VR employees- does that mean Meta is pulling back on Capex They just bought 1.2GW from $OKLO so no"
X Link 2026-01-26T20:52Z [---] followers, [----] engagements

"Can we just shutdown @a16z"
X Link 2026-01-27T16:45Z [---] followers, [---] engagements

"$META buying $GLW cables through [----]. Might be worse than metaverse bc you cant get out of these commitments for [--] years $META firing [----] VR employees- does that mean Meta is pulling back on Capex They just bought 1.2GW from $OKLO so no $META firing [----] VR employees- does that mean Meta is pulling back on Capex They just bought 1.2GW from $OKLO so no"
X Link 2026-01-27T17:13Z [---] followers, [---] engagements

"Also $META pivot to cloud is not a great backup plan. Took GCP at least [--] years to figure out enterprise sales. If AWS/Google lock up Anthropic MSFT/Oracle OpenAI youll be left with Mistral and Thinking Machines as anchor tenants"
X Link 2026-01-27T17:20Z [---] followers, [---] engagements

"Think supply/demand dynamics better for Uranium miners $URNJ than Silver miners $SIL. There are alternatives for silver in solar panels at these prices. You cant sub out Uranium. Silver mined in more countries. Uranium huge reliance on Kazakhstan"
X Link 2026-01-27T17:55Z [---] followers, [---] engagements

"$WULF ripping today. Have trimmed $ORCL in favor of Terawulf just bc price action is so much better"
X Link 2026-01-27T20:12Z [---] followers, [---] engagements

"Very important- dont need to hold $SNDK into print. $META reports one day before and a strong capex guide can get $SNDK past [---] pre-earnings"
X Link 2026-01-27T20:23Z [---] followers, [---] engagements

"My ideal price action is $SNDK puts in the first real gap of the run on $META capex guide. Something like 540-550 at the open. I dont think the market has fully grasped the implication of Meta compute and tens and hundreds of GW"
X Link 2026-01-28T15:56Z [---] followers, [----] engagements

"Adding $UEC calls *DEPARTMENT OF ENERGY TO ANNOUNCE NEW INITIATIVE TO BUILD OUT U.S. NUCLEAR FUEL SUPPLY CHAIN TODAY $LEU $CCJ $UUUU *DEPARTMENT OF ENERGY TO ANNOUNCE NEW INITIATIVE TO BUILD OUT U.S. NUCLEAR FUEL SUPPLY CHAIN TODAY $LEU $CCJ $UUUU"
X Link 2026-01-28T17:21Z [---] followers, [---] engagements

"Funny dynamics with $SRUFF. Sprott holds 76M lbs and has $8B NAV. Sprott has a compact with the Canadian government to limit issuance to 9M lbs per year. As investor interest in uranium grows does $SRUFF trade at a premium to NAV No other way for retail to play the underlying"
X Link 2026-01-29T05:00Z [---] followers, [---] engagements

"Call an ambulance for software $MSFT $ADBE"
X Link 2026-01-29T15:27Z [---] followers, [---] engagements

"$SNDK [---] lmao"
X Link 2026-01-29T21:08Z [---] followers, [---] engagements

"Kinda amazed $ORCL cant get off the mat on a $50B Amazon investment WSJ rumor. Any OpenAI funding helps turn those RPOs into reality. Blackstone also moving closer to fund Stargate Michigan. But everything software is dying so fighting gravity"
X Link 2026-01-30T04:55Z [---] followers, [---] engagements

"FYI elevated risk of Iran strike this weekend. USS Abraham Lincoln moved to the gulf. Might explain some of the price action feeling off. Could hedge with oil names $XOM $CVX"
X Link 2026-01-30T05:11Z [---] followers, [---] engagements

"Keep selling uranium because $SLV is going down. Silver was up over 100% from [----] cycle high. Uranium still 30% below [----] cycle high. Different cycles different timing $SRUUF Think supply/demand dynamics better for Uranium miners $URNJ than Silver miners $SIL. There are alternatives for silver in solar panels at these prices. You cant sub out Uranium. Silver mined in more countries. Uranium huge reliance on Kazakhstan Think supply/demand dynamics better for Uranium miners $URNJ than Silver miners $SIL. There are alternatives for silver in solar panels at these prices. You cant sub out"
X Link 2026-01-30T15:27Z [---] followers, [---] engagements

"$QQQ was up 0.39% in January and down -0.14% this week. Must have been a boring trading environment"
X Link 2026-01-30T21:59Z [---] followers, [---] engagements

"Weekly Theme Scanner: Oil names leading $XOM. Had large call buyers roll down on $GLD and $SLV on Friday likely got wiped out"
X Link 2026-02-01T02:28Z [---] followers, [----] engagements

"The rule on $SNAP for the last year has to been sell [--] and buy [--]. Feels like you can take a flyer on [--] calls for earnings. Theyre only .45 ads seem to be doing ok at $META memories $2/month has decent traction coming in at [--] RSI into earnings usually moves 30%"
X Link 2026-02-02T15:44Z [---] followers, [---] engagements

"$SRUUF bullish. Uraniums not down that much now at a 6% discount to NAV"
X Link 2026-02-02T16:05Z [---] followers, [---] engagements

"Required to buy $BE puts on this Speculators should buy Bloom Energy. Oracle deal good for data center which is good for Bloom Speculators should buy Bloom Energy. Oracle deal good for data center which is good for Bloom"
X Link 2026-02-02T16:08Z [---] followers, [---] engagements

"Why does $ORCL still have a 1% dividend If youre going to dilute by 5% kinda defeats the point Cut to 0.1% and call it a day"
X Link 2026-02-02T16:28Z [---] followers, [---] engagements

"$PYPL thought the last CEO was doing a decent job of forming partnerships from a weak strategic position. Dont think a [--] yr old HP exec improves things. Best outcome from here is to get Revolut to buy Venmo for $20B and turn the rest into a dividend co"
X Link 2026-02-03T14:00Z [---] followers, [---] engagements

"$SNAP rolling down to [--] calls"
X Link 2026-02-03T16:13Z [---] followers, [---] engagements

"$NDX market wants a sell but needs to trap more people first. $AMZN/ $GOOGL up for solid earnings and big weights. Gets you to [-----] at which point we do a lower high and test Dec and Nov lows"
X Link 2026-02-03T22:02Z [---] followers, [---] engagements

"@evrgn11112231 @PythiaR It would be funny if questions over AI search attribution shifted spend to social media in Q4 rel to search"
X Link 2026-02-04T01:38Z [---] followers, [---] engagements

"$QQQ This SpaceX fast IPO is one of the worst ideas Ive ever seen. [--] days is short enough that everyone will bid it up into the index flows. 1.5T ipo price - 2.5T after [--] days equal to AMZN today. Would be like that time $NVDA dropped 3% on a QQQ rebalance but worse"
X Link 2026-02-04T19:31Z [---] followers, [---] engagements

"$PEP know risk off but these results arent that impressive"
X Link 2026-02-05T04:08Z [---] followers, [---] engagements

"@maldofino The question is always if you can monetize it. With this Anthropic ramp and Tranium doesnt seem that hard. $MSFT has no chip and $META has no cloud customers"
X Link 2026-02-05T15:46Z [---] followers, [---] engagements

"Dont think people realize $BTC (the payments network) not the financial asset has been dead. Only 10M monthly users. Only $250B monthly volume vs 150B for ETH and SOL and $1.5T for tether. Failed to replace the dollar bc 3% inflation is easier for payments than daily 10% moves"
X Link 2026-02-05T16:44Z [---] followers, [---] engagements

"$HIMS desperate and dumb [--]. GLP-1 compounding smart customer acquisition was legal while Novo didnt have syringes [--]. Wegovy pills- not in shortage advertising it on Hims as Same Active Ingredient as Wegovy. Easy $1B lawsuit from $NVO + false advertising class action *HIMS AND HERS HEALTH LAUNCH COPY OF WEGOVY PILL AT $49: REUTERS *HIMS AND HERS HEALTH LAUNCH COPY OF WEGOVY PILL AT $49: REUTERS"
X Link 2026-02-05T17:14Z [---] followers, [----] engagements

"Feels like OpenAI complex should bottom soon with $AMZN 50B and $NVDA 20B investments. But Anthropic might win the Super Bowl with their ads so could still sell off next week"
X Link 2026-02-05T17:18Z [---] followers, [---] engagements

"@maldofino Issue with NVO is if bodybuilders are a leading indicator $LLY reta is the best drug out there"
X Link 2026-02-05T18:07Z [---] followers, [---] engagements

"@GoBirds555 @Investor_NICK_"
X Link 2026-02-05T20:42Z [---] followers, [---] engagements

"@GoBirds555 @Investor_NICK_ https://www.bloomberg.com/news/articles/2026-02-05/anthropic-updates-ai-model-to-field-more-complex-financial-research https://www.bloomberg.com/news/articles/2026-02-05/anthropic-updates-ai-model-to-field-more-complex-financial-research"
X Link 2026-02-05T20:44Z [---] followers, [--] engagements

"One factor in all these mega capex guides this qtr is the 100% bonus depreciation in OBBBA. $META $GOOGL and $AMZN are going to pay 50% lower taxes while taking your jobs away with AI. Will be a fun path to AOC 2028"
X Link 2026-02-05T23:52Z [---] followers, [---] engagements

"3 headwinds for Mag7: [--]. Microsofts or Amazons backlogs tied to OpenAI/Anthropic are bigger in absolute size than the $ORCL deal the market hates [--]. Mega IPOs: SpaceX OpenAI Anthropic create flow completion [--]. Buybacks - debt/equity issuance also creates flow headwinds"
X Link 2026-02-06T14:22Z [---] followers, [---] engagements

"$HIMS hire new lawyers dummies $HIMS desperate and dumb [--]. GLP-1 compounding smart customer acquisition was legal while Novo didnt have syringes [--]. Wegovy pills- not in shortage advertising it on Hims as Same Active Ingredient as Wegovy. Easy $1B lawsuit from $NVO + false advertising class action $HIMS desperate and dumb [--]. GLP-1 compounding smart customer acquisition was legal while Novo didnt have syringes [--]. Wegovy pills- not in shortage advertising it on Hims as Same Active Ingredient as Wegovy. Easy $1B lawsuit from $NVO + false advertising class action"
X Link 2026-02-06T15:54Z [---] followers, [---] engagements

"@trista_kelley @sindap @Mike_Thrasher Merger= C-Suite includes leadership from both companies Acquisition= C-Suite of one company dominates the other. Acquisition is likely the correct term here"
X Link 2023-03-19T21:29Z [---] followers, 17.1K engagements

"@buccocapital Flexport overhires in anticipation of Shopify traffic. Shopify signs deal with Amazon fulfilment this week. Flexport guy blames the hiring on past CEO rescinds offers. Just confused how Flexport didnt get more guarantees from Shopify in buying the logistics"
X Link 2023-09-08T21:46Z [---] followers, [----] engagements

"@jdcmedlock @savanarola5 Dont need to repeal it. Looks like the free market is solving the issue on its own"
X Link 2023-09-22T17:40Z [---] followers, [----] engagements

"@Thats_Nephew @PenguinLiberat2 @Mr_Axel_Gear @revhowardarson @Tropicarne Guyana gets 50% of revenue share after Exxon recouped its initial investment and things are going pretty well. Can argue Guyana shouldve gotten a better share but they did not have the funds or expertise to do it on their own"
X Link 2023-12-06T21:07Z [---] followers, [---] engagements

"@Brad_Setser China started lending abroad because it had a large trade surplus. Why would the US with an [---] billion trade deficit need to send more money abroad"
X Link 2024-09-15T19:47Z [---] followers, [----] engagements

"@pmddomingos Its all mathematics"
X Link 2024-10-08T21:55Z [---] followers, [---] engagements

"@spencerrascoff @Tinder Looks exciting Concerned by potential feature bloat on Tinder between AI double matches and more complicated profiles. Tinder's brand should be "simple easy." Can experiment with those on Hinge but fixing Tinder will have more to do with economics and the gender balance"
X Link 2025-02-17T16:20Z [---] followers, [---] engagements

"Only offering [--] million shares that might be less than $ARM unshortable in 2025"
X Link 2025-03-27T20:56Z [---] followers, [----] engagements

"Working on a new theme scanner using some of my options/breakouts scans. This was last week $XOM $INTC $FAI"
X Link 2026-01-05T02:31Z [---] followers, [---] engagements

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