@JustinSherfield ᴎiƚꙅuႱ

ᴎiƚꙅuႱ posts on X about $gddy, gold, ai, $pypl the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

[--] Week [-------] -81%
[--] Month [---------] +16,771%
[--] Months [---------] +29,499%
[--] Year [---------] +4,214%

Mentions: [--] #

[--] Week [--] +54%
[--] Month [---] +52%
[--] Months [---] +503%
[--] Year [---] +155%

Followers: [------] #

[--] Week [---] +0.85%
[--] Month [---] +6.80%
[--] Months [---] +4%
[--] Year [---] +15%

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

Social Influence

Social category influence finance 42.28% stocks 37.4% technology brands 13.01% cryptocurrencies 9.76% musicians 3.25% exchanges 3.25% countries 2.44% celebrities 1.63% automotive brands 1.63% fashion brands 0.81%

Social topic influence $gddy #12, gold 10.57%, ai 7.32%, $pypl 6.5%, $adbe 6.5%, stocks 6.5%, if you 5.69%, share 4.88%, business 4.07%, $amzn 4.07%

Top accounts mentioned or mentioned by @grok @warrenbuffett @firedupwealth @danielmiessler @slocapital @bearcaveemail @boudnic24 @picolinie @karanshah137 @drginvests @snikhs2 @praisedesigner @uriahz @codiesanchez @omahaai @stockmktnewz @dirtygreenpaper @holysmokas @themotleyfool @btcbreadman

Top assets mentioned GoDaddy, Inc. (GDDY) PayPal Holdings Inc (PYPL) Adobe, Inc. (ADBE) Amazon.com, Inc. (AMZN) Comcast Corporation (CMCSA) Crocs, Inc. (CROX) Versant Media Group, Inc. Class A Common Stock (VSNT) 4 (FOUR) Madison Square Garden Sports Corp. (MSGS) SafeMoon (SFM) Common Wealth (WLTH) Constellation Brands, Inc. Class A (STZ) Novo-Nordisk (NVO) VICI Properties, Inc. (VICI) Deckers Outdoor, Corp. (DECK) MAPS (MAPS) Energy Transfer, LP. (ET) Wimi Hologram Cloud Inc. (WIMI) MGM Resorts International (MGM) Fair Isaac, Corp. (FICO) Gambling.com Group Limited (GAMB) Metadium (META)

Top Social Posts

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

"$MAPS should buy back half their shares outstanding with the cash on hand"
X Link 2025-11-06T17:55Z [---] followers, [---] engagements

"scale. Ive found a few 8s and ironically some are names I hold $NVO $CMCSA $GDDY $ET $VICI at 1x book. But the bar being exceptionally high is exciting. for reference a score of 6-7 is decent discount with real risks an 8-9 is a fat pitch and [--] is a rare GEICO level anomaly"
X Link 2026-01-22T20:28Z [---] followers, [---] engagements

"@StockMKTNewz $GDDY"
X Link 2026-01-23T21:55Z [---] followers, [--] engagements

"@dirtygreenpaper $GDDY"
X Link 2026-01-28T17:12Z [---] followers, [---] engagements

"$GDDY is cheap bought some bought a lot"
X Link 2026-01-28T19:09Z [---] followers, [--] engagements

"Today i added shares of $PYPL and $GDDY at what i perceive to be cheap prices"
X Link 2026-01-28T23:28Z [---] followers, [---] engagements

"@HolySmokas $ADBE $PYPL $GDDY"
X Link 2026-01-29T18:33Z [---] followers, [---] engagements

"why does $WIMI chart look so enticing"
X Link 2026-01-29T20:55Z [---] followers, [--] engagements

"Added more $DECK $GDDY new positions in $BATRK $MGM"
X Link 2026-01-29T21:12Z [---] followers, [---] engagements

"@themotleyfool $PYPL $GDDY"
X Link 2026-02-02T20:49Z [---] followers, [---] engagements

"$FICO buying shares way above intrinsic last qtr basically incinerating shareholder capital. Price insensitive buyers of their own shares are dangerous. The business is A+ capital Allocation is questionable"
X Link 2026-02-04T17:51Z [---] followers, [---] engagements

"$GDDY now top [--] holding. will share thesis in writeup tomorrow"
X Link 2026-02-05T12:31Z [---] followers, [--] engagements

"@FIREDUpWealth $GDDY"
X Link 2026-02-05T16:48Z [---] followers, [---] engagements

"https://open.substack.com/pub/slocapital/p/godaddyr=8ttfi&utm_medium=ios&utm_source=post-publish $GDDY now top [--] holding. will share thesis in writeup tomorrow https://open.substack.com/pub/slocapital/p/godaddyr=8ttfi&utm_medium=ios&utm_source=post-publish $GDDY now top [--] holding. will share thesis in writeup tomorrow"
X Link 2026-02-05T19:27Z [---] followers, [--] engagements

"@DanielMiessler @grok what does this mean"
X Link 2026-02-06T07:49Z [---] followers, 85.2K engagements

"@BTCBreadMan buy some $GDDY $CROX $MSGS $PYPL double in [--] [---] years"
X Link 2026-02-06T08:40Z [---] followers, [---] engagements

"9. Kendrick Lamar"
X Link 2026-02-08T07:06Z [---] followers, [--] engagements

"@AnyesVIP @prof_loss @PeterLBrandt @TPUSA Just because its not your tradition doesnt mean its not American. Sorry youre offended at other cultures. the world doesnt revolve around yours"
X Link 2026-02-09T07:05Z [---] followers, [--] engagements

"@pandawatch88 i actually did do this except i was a little late selling the tech garbage in [--]. I was also a little too diversified to get to 10x but still did pretty well :)"
X Link 2026-02-11T08:09Z [---] followers, [--] engagements

"@dalibali2 Sir this is a $SFM"
X Link 2026-02-12T05:19Z [---] followers, [---] engagements

"$VSNT $SFM look like steals here"
X Link 2026-02-12T09:58Z [---] followers, [--] engagements

"Value investing still works $CROX"
X Link 2026-02-12T17:10Z [---] followers, [--] engagements

"Im doing an experiment. Ive built two AI models based off my favorite investors and running them with real capital. The first is based off partnership Buffett aiming to buy $1 for .50 right now it owns just [--] stocks and they are currently turning over every rock. The second"
X Link 2026-02-13T19:22Z [---] followers, [--] engagements

"model is based off Berkshire Buffett/Munger aiming to buy a growing $1 for .75. The 2nd portfolio hasnt been finalized but I wouldnt be surprised to see $AMZN in it at these valuations. I Will share the process and all progress publicly here feel free to drop a question or"
X Link 2026-02-13T19:22Z [---] followers, [--] engagements

"The Age of #AI is upon us. I shared some actionable thoughts below: https://open.substack.com/pub/slocapital/p/age-of-air=8ttfi&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/slocapital/p/age-of-air=8ttfi&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-02-13T21:04Z [---] followers, [--] engagements

"@finphysnerd @joe_oa im in no way shape or form comparing the two but a lot of people didnt think $AMZN would be anything more than a bookstore"
X Link 2026-02-14T05:40Z [---] followers, [--] engagements

"Based on public signals $GAMB does not look like a manual penalty (fatal) situation for either of the main domain. It looks far more like algorithmic volatility and SERP/market headwinds (fixable) plus category wide turbulence in gambling affiliates Bought shares will add more"
X Link 2026-01-30T08:27Z [---] followers, [---] engagements

"The problem with ponzi schemes is they always end the same way your shadow does when you keep feeding it: bigger hungrier and eventually standing in full daylight with your name on it"
X Link 2026-02-05T20:23Z [---] followers, [--] engagements

"I know its been said many times may ways but this is me quietly yelling for the people that havent heard. If you are not adapting to the world of #AI you will be left behind. unfortunately"
X Link 2026-02-09T18:51Z [---] followers, [--] engagements

"@joinyellowbrick @slocapital @BearCaveEmail @boudnic24 @Picolinie @karanshah137 @DRGinvests @snikhs2 great writeup on $FOUR also a position for us"
X Link 2026-02-09T20:45Z [---] followers, [---] engagements

"@The_Pro_Invest @Wallfacer_LuoJi whats your bearish take on $GDDY here"
X Link 2026-02-12T05:12Z [---] followers, [---] engagements

"a lot of people like myself are going to buy software stocks a little too early which when they cut their losses well inevitably lead to another leg down and thats when I think you can really pick up some bargains. $GDDY & $ADBE already got the big chuck of allocation recently"
X Link 2026-02-12T07:50Z [---] followers, [--] engagements

"capital will now move from gold to software"
X Link 2026-02-12T19:34Z [---] followers, [--] engagements

"My @WarrenBuffett partnership investing model holds just [--] stocks right now $VSNT $NLOP"
X Link 2026-02-12T23:09Z [---] followers, [---] engagements

"ticker if you want a stock analyzed by Buffett/Munger AI"
X Link 2026-02-13T19:22Z [---] followers, [--] engagements

"If anyone ever needs a definition of variant perception Covered a small short position I had in $WLTH and flipped long. They charge [--] basis points for Direct Indexing the S&P [---] and [--] basis points for the Nasdaq 0.25% for an ETF portfolio it's actually very reasonably priced. One of the highest savings yields free wire transfers https://t.co/K0rJRSWVWq Covered a small short position I had in $WLTH and flipped long. They charge [--] basis points for Direct Indexing the S&P [---] and [--] basis points for the Nasdaq 0.25% for an ETF portfolio it's actually very reasonably priced. One of the highest"
X Link 2026-02-14T05:42Z [---] followers, [--] engagements

"@michaeljburry welp their goes my $FOUR bull thesis"
X Link 2026-02-15T18:06Z [---] followers, [---] engagements

"@back2th3rdworld @NFT_MC_MA @k_ovfefe2 Real love for your people does not require dehumanizing anyone else. my people can become a projection screen for the shadow fear weakness resentment. Hitler weaponized that projection and called it virtue. Youll always need an other to stay feeling righteous"
X Link 2026-01-18T18:20Z [---] followers, [--] engagements

"on most outcome measures versus peers with life expectancy more than four years below the [--] country average. That should not be a byproduct of capitalism working that is paying Cadillac prices for a car that wont start. That is inefficiency"
X Link 2026-01-18T18:51Z [---] followers, [--] engagements

"Heres the part the nothing is free crowd skips: fragmentation is costly. Administrative complexity is a major driver of excess US spending meaning we burn a meaningful chunk of the health dollar just moving paper and fighting over codes. A better system is not free"
X Link 2026-01-18T18:51Z [---] followers, [--] engagements

"its a pooled risk with less waste like any well run insurance operation should be. And the current model is not just inefficient it is destabilizing. Medical debt is at least $220B and huge shares of Americans report health care debt. That is a hidden tax on the middle class"
X Link 2026-01-18T18:51Z [---] followers, [--] engagements

"and a slow bleed on entrepreneurship. People do not start businesses or take on risks when a single diagnosis can wipe out their balance sheet. That is the opposite of the builders of society argument. On taxes the rich already pay a lot in absolute dollars sure"
X Link 2026-01-18T18:51Z [---] followers, [--] engagements

"This is where Jung matters. A society has a shadow. If you keep telling people tough luck while they watch wealth concentrate and basic security crumble the shadow does not disappear. It accumulates it polarizes it looks for a vessel. Eventually it shows up as demagogues"
X Link 2026-01-18T18:51Z [---] followers, [--] engagements

"riots scapegoats and burn it down politics. it is basic psychology. you dont run a great business by starving maintenance capex and calling it virtue. You invest in the systems that keep the whole enterprise stable. Universal health coverage serious vocational pathways"
X Link 2026-01-18T18:51Z [---] followers, [--] engagements

"and childcare are not handouts. They are productivity infrastructure. Other wealthy countries do these things and still have markets billionaires innovation and property rights. We are the outlier on cost and chaos and now aggression too"
X Link 2026-01-18T18:51Z [---] followers, [--] engagements

"So yes nothing is free. But we are already paying we are just paying through the most regressive channels possible: medical bankruptcies lost mobility student debt stressed families and political fracture. Student loan balances are -$1.64T and childcare routinely eats a"
X Link 2026-01-18T18:51Z [---] followers, [--] engagements

"Fear is the easiest tool of control because it turns uncertainty into certainty. People do not follow fear they follow the relief of feeling sure. it offers identity before it offers truth. the shadow wants an enemy more than it wants a solution. The strangest part is"
X Link 2026-01-18T21:05Z [---] followers, [--] engagements

"@leevalueroach It will work so long as there still people with surplus capital to spend. but when the time comes the whole tide goes out"
X Link 2026-01-19T20:52Z [---] followers, [--] engagements

"@mind1nvestor just depends on your timeframe. Its probably good for a swing. But if youre a long term investor the economics of the business matter more than lines on a chart"
X Link 2026-01-19T20:54Z [---] followers, [---] engagements

"@grok @Lui_Y0 @DeItaone he 100% is a malignant narcissist theres little doubt imo"
X Link 2026-01-20T17:14Z [---] followers, [--] engagements

"@Praise_Designer @uriahz @Codie_Sanchez He said not everyone is wired the same and trying to universalize one path (faith family politics) as the fix turns into moral policing. You can love God and still acknowledge human variance. A healthy society has room for different callings different temperaments"
X Link 2026-01-20T17:32Z [---] followers, [--] engagements

"@Praise_Designer @uriahz @Codie_Sanchez different roads and still chooses respect and responsibility. Its not one size fits all. Best of luck to you on your journey"
X Link 2026-01-20T17:32Z [---] followers, [--] engagements

"just remember as Mr. Buffett said over the short run the stock market is a voting machine but over the long run it is a weighing machine"
X Link 2026-01-21T22:01Z [---] followers, [--] engagements

"Great day to add to $ADBE my back of the envelope low intrinsic value is about $290 per share and base is $360. I think $290 might be the floor here as the market digests how AI transforms/disrupts the bus going forward It showed up on my selling exhaustion screen today too👀"
X Link 2026-01-22T03:09Z [---] followers, [--] engagements

"$ADBE pt [--] https://open.substack.com/pub/slocapital/p/adobe-pt-2r=8ttfi&utm_medium=ios&utm_source=post-publish https://open.substack.com/pub/slocapital/p/adobe-pt-2r=8ttfi&utm_medium=ios&utm_source=post-publish"
X Link 2026-01-22T03:26Z [---] followers, [---] engagements

"Please dont fall victim to these pump and dumps. They buy in early then pump it out and sell into retail liquidity. Its been going on for much longer than Ive been a market participant Highly Bullish Numbers-First Analysis (DYOR) The growth confirms it. Revenue hit +1273.23% growth. NASDAQ $RIME is operating inside a logistics system worth $11+ trillion globally with $906B in U.S. trucking revenue yet the industry still wastes capacity at scale. Roughly https://t.co/ME0j80Y3GO Highly Bullish Numbers-First Analysis (DYOR) The growth confirms it. Revenue hit +1273.23% growth. NASDAQ $RIME is"
X Link 2026-01-22T06:12Z [---] followers, [--] engagements

"What surprised me is although id admire Zuck and what hes done with $META now growing threads bigger than X is 🐐 status but The stock hasnt been exceptionally cheap for a while after it was imo an anomaly in 22/23 but the model still grades $META an [--] on the modern version"
X Link 2026-01-22T20:28Z [---] followers, [--] engagements

"and a [--] for the partnership model. let me know if you have any stocks you want me to take a look at. Also for reference anything [--] below is either too many unknowns not enough discount and 1-3 is value trap bad balance sheets etc so just because $AMZN might score a [--] on"
X Link 2026-01-22T20:28Z [---] followers, [--] engagements

"the modern model doesnt mean its an automatic buy. You still have to do the scuttlebutt dirty work and for example $AMZN was a great buy when it crashed early [--] on trump tariffs $160s were a steal but I wouldnt add here as theres not enough margin of safety imo"
X Link 2026-01-22T20:28Z [---] followers, [--] engagements

"@EmmettBrownMD @FIREDUpWealth because gold cant compound its capital at a high rate of return"
X Link 2026-01-22T21:12Z [---] followers, [--] engagements

"Golds intrinsic value is mostly a monetary equilibrium not industrial utility. Gold is unusual because the stock is enormous relative to annual flow. Above-ground stock (end-2024) was [------] tonnes. That is about [----] billion troy ounces (216265 t [-------] oz/t)"
X Link 2026-01-22T21:29Z [---] followers, [----] engagements

"At roughly $4920/oz that implies a total gold network value around $34T (your calculator will land close) Meanwhile tech demand is meaningful for supply chains but small vs the total stock Technology demand in 2024: [---] tonnesTotal demand in [----] was 4974t"
X Link 2026-01-22T21:29Z [---] followers, [---] engagements

"driven heavily by central banks and investment flows. Central bank buying exceeded 1000t in [--] Golds intrinsic value cannot be derived like copper (PV of industrial cashflows). Industrial use helps support a floor but the price is overwhelmingly set by portfolio demand"
X Link 2026-01-22T21:29Z [---] followers, [---] engagements

"for safety and official reserve behavior. So my model for gold is: Price = Utilitarian Floor + Monetary Reserve Value + Crisis Optionality Premium call it component A component B (the big one) and component C"
X Link 2026-01-22T21:29Z [---] followers, [---] engagements

"Component A: Utilitarian floor (industrial + fabrication must-have) Annual technology demand is 326t in [----] Quarterly tech and electronics breakdown Technology 81.7t Electronics 68.5t A typical smartphone contains [--] to [--] mg of gold. How to quantify it:"
X Link 2026-01-22T21:29Z [---] followers, [---] engagements

"So Floor max(AISC band must-have substitution penalty). This wont give you $4900. It gives you where supply shuts off. Component A is a floor not the full intrinsic value"
X Link 2026-01-22T21:29Z [---] followers, [--] engagements

"Component B: reflexive demand for a neutral reserve asset when trust in fiat geopolitics and policy regimes shift. A clean quantitative way to do this is a portfolio allocation equilibrium: The main equation Let: W = global hedgeable wealth that can plausibly allocate to gold"
X Link 2026-01-22T21:29Z [---] followers, [--] engagements

"(money + sovereign bonds + part of equities + private wealth) f = equilibrium fraction of that wealth that wants to sit in gold as reserve/hedge. S = above-ground gold stock in ounces (or effective float if you want to haircut jewelry/locked holdings) Then"
X Link 2026-01-22T21:29Z [---] followers, [--] engagements

"Each big player chooses allocation f_i based on others because price rises when everyone wants safety. Central banks behave like a slow-moving inelastic player (flows matter a lot) and private investors respond reflexively. How you estimate f without hand waving"
X Link 2026-01-22T21:29Z [---] followers, [--] engagements

"Make f a function of measurable state variables. This gives you a time-varying intrinsic value not a mystical constant. Component C: treat gold like an option that pays in certain states (currency crisis war risk sanctions confidence shock)"
X Link 2026-01-22T21:29Z [---] followers, [--] engagements

"Define crisis states as top percentiles of: equity drawdown credit spreads currency volatility policy uncertainty. Estimate probability via regime switching (hidden Markov model) or a logistic classifier Payoff proxy: golds historical relative performance in those stress"
X Link 2026-01-22T21:29Z [---] followers, [--] engagements

"regimes. gold can sit above your monetary fair value when the market is paying up for tail insurance. put it all together:"
X Link 2026-01-22T21:29Z [---] followers, [--] engagements

"Based on these variables and the equations ive presented i get a ROUGH intrinsic value of gold of $3600/ oz or about a 36% premium to todays price. Todays price implies an f of 9.5%"
X Link 2026-01-22T21:46Z [---] followers, [--] engagements

"Doublethink: Trained ability to hold contradictions and feel loyalty instead of discomfort. Example: you privately know a claim is false but you repeat it as truth to stay safe No he didnt Libby. His written remarks referred to Greenland as a piece of ice because thats what it is. Youre the only one mixing anything up here. https://t.co/pkAQysW06h No he didnt Libby. His written remarks referred to Greenland as a piece of ice because thats what it is. Youre the only one mixing anything up here. https://t.co/pkAQysW06h"
X Link 2026-01-24T01:33Z [---] followers, [--] engagements

"@BillAckman Theres never been a better time for the citizens of The United States of America to read 1984"
X Link 2026-01-25T02:49Z [---] followers, [--] engagements

"Whos ready to short silver back down to $75 oz $AGQ $SI"
X Link 2026-01-26T22:33Z [---] followers, [---] engagements

"have a feeling those $300s going to get bid up so quick on $ADBE"
X Link 2026-01-27T02:49Z [---] followers, [--] engagements

"$INN RevPAR Decline looks Priced In. RevPAR fell 4% in Q3. The stock is down 20%. The market assumes the decline goes on forever But business travel is lumpy. Even if RevPAR stays flat the Cash Flow Yield is 15%. At $4.80 you don't need growth. You just need the company"
X Link 2025-12-09T20:42Z [---] followers, [--] engagements

"Nice to see $MSGS finally getting bid up after @jalenbrunson1 47pt night. Still a ways to fair value imo"
X Link 2025-12-23T07:29Z [---] followers, [--] engagements

"my list of Goat 🐐 tier songwriters in no particular order except for #1 [--]. Tyler Childers [--]. Christ Stapleton [--]. John Fogerty [--]. Bob Dylan [--]. Malcolm McCormick [--]. Jack White [--]. Kurt Cobain [--]. Bob Marley"
X Link 2025-12-24T19:07Z [---] followers, [--] engagements

"One day youre outperforming the S&P and the next youre nearly break even over [--] years $FMC investing is hard"
X Link 2025-12-31T08:29Z [---] followers, [---] engagements

"Added more shares of $PYPL $VICI"
X Link 2026-01-14T17:48Z [---] followers, [---] engagements

"havent added to anything today. Sold some shares to free up capital if there is a flush. Also holding hedges since november. Sold completely $PRKS . Sold some $STZ $DECK $LULU $SOC just to free up capital not thesis changing other than geopolitics"
X Link 2026-01-20T18:09Z [---] followers, [---] engagements

"@contrarcap I do agree following headlines can lead to whipsaw noise. But be careful extrapolating the past into the future. Weve never had an egomaniac victim of dunning krueger this big with this much power before. Stack your edges i was hedged feb-apr 9th . been hedged since november"
X Link 2026-01-20T19:28Z [---] followers, [--] engagements

"@patrick_oshag idk if its the cheapest but you can buy $msgs publicly cheaper than what its worth privately"
X Link 2026-01-20T20:05Z [---] followers, [---] engagements

"Stock portfolio performance -1.13% vs +3.17% for trend following portfolio. Diversification across strategies is one way i reduce riskwhile still buying companies I like trading below my estimate of intrinsic value. $STZ $PYPL $NVO $ADBE $CMCSA account for 41% $FOUR $FISV $CROX"
X Link 2026-01-20T23:27Z [---] followers, [---] engagements

"@qcapital2020 zuck is the 🐐"
X Link 2026-01-22T18:59Z [---] followers, [---] engagements

"I built a Buffett model to grade stocks based on his early partnership years and his later more munger/fisher strategies. Ive built many of these but im particularly fond of this one because it is not easy to please. Ive yet to grade a stock and get a [--] or even [--] on a 1-10"
X Link 2026-01-22T20:28Z [---] followers, [--] engagements

"@indicatorfn @grok @grok give it to me and ill yolo into $gtlb buyout"
X Link 2026-01-22T23:42Z [---] followers, [---] engagements

"I created @omaha_ai you can tweet questions and ask anything its trained on everything @WarrenBuffett and @charliemunger you can ask to grade a stock it has [--] different models a partnership model based on Buffetts younger partnership low price to value Graham style and a modern"
X Link 2026-01-27T01:32Z [---] followers, [--] engagements

"model that is more Munger/Fisher. You can ask it to grade from both perspectives or either. Or you can ask anything. @omaha_ai What do you think of $DNUT"
X Link 2026-01-27T01:32Z [---] followers, [--] engagements

"right now this is a tight spreads low vol long duration equity tape sitting on a fragile mix. 10Y pinned in the low 4s dollar sliding hard and Japan risk lurking in the background. If anything breaks $QQQ is the first domino"
X Link 2026-01-27T07:34Z [---] followers, [--] engagements

"if the 10Y $ZN $ZB pushes higher while growth data softens that is a nasty combo for tech multiples"
X Link 2026-01-27T07:37Z [---] followers, [--] engagements

"I think the low for $PYPL pain pal is finally in 🫣We just have to breakout of this flag"
X Link 2026-01-30T22:06Z [---] followers, [---] engagements

"I normally stick to buying equities but sometimes assets do bonkers things and make repeatable patterns. $GLD just had a blow off top and I was watching the tape about 10pm last night and saw the flag breakout in $GLL and shorted #GOLD via $GLL Ended up chasing a little but"
X Link 2026-01-31T03:22Z [---] followers, [---] engagements

"@Tintincapital $CMCSA"
X Link 2026-02-05T22:10Z [---] followers, [--] engagements

"@LogicalThesis credit goes to $STZ $CMCSA brought down by $PYPL $ADBE"
X Link 2026-02-06T01:33Z [---] followers, [---] engagements

"@grok @DanielMiessler yes but how did we solve it"
X Link 2026-02-06T07:50Z [---] followers, 22.1K engagements

"Choose love"
X Link 2026-01-09T09:27Z [---] followers, [---] engagements

"$GLL going to move like crazy"
X Link 2026-01-30T09:13Z [---] followers, [--] engagements

"Choose love"
X Link 2026-01-09T09:27Z [---] followers, [---] engagements

"Covered a small short position I had in $WLTH and flipped long. They charge [--] basis points for Direct Indexing the S&P [---] and [--] basis points for the Nasdaq 0.25% for an ETF portfolio it's actually very reasonably priced. One of the highest savings yields free wire transfers the direct tax loss harvesting program for a robo-advisor its a pretty comprehensive offering at razor-thin pricing. Stock panicked on the AI fear but I think the move is massively overdone. The type of clientele who pays for Roboadvisors and automated tax loss harvesting likely isn't the clientele that would prompt"
X Link 2026-02-13T15:05Z 55.6K followers, 106.1K engagements

"ticker if you want a stock analyzed by Buffett/Munger AI"
X Link 2026-02-13T19:22Z [---] followers, [--] engagements

"My @WarrenBuffett partnership investing model holds just [--] stocks right now $VSNT $NLOP"
X Link 2026-02-12T23:09Z [---] followers, [---] engagements

"Your [--] year old self is screaming and begging you to appreciate right now"
X Link 2026-02-12T02:03Z 10.6K followers, 191.3K engagements

"capital will now move from gold to software"
X Link 2026-02-12T19:34Z [---] followers, [--] engagements

"Industrials and basic materials PMs emerging from their caves"
X Link 2026-02-12T00:38Z [----] followers, 78.4K engagements

"Value investing still works $CROX"
X Link 2026-02-12T17:10Z [---] followers, [--] engagements

"$VSNT $SFM look like steals here"
X Link 2026-02-12T09:58Z [---] followers, [--] engagements

"Added [--] new stock write-ups to the site (pt 4): @BearCaveEmail - $DKNG (update - short) @boudnic24 (quick overviews) - $1111.SR $2190.SR @Picolinie - $FOUR @slocapital - $GDDY @karanshah137 - $SHARDACROP.NS @DRGinvests - $ERF.PA (earnings) @snikhs2 - $GOOGL (earnings)"
X Link 2026-02-09T20:29Z 25.8K followers, [----] engagements

"9. Kendrick Lamar"
X Link 2026-02-08T07:06Z [---] followers, [--] engagements

"I have this thing where if I can 'see the path visually' to something it's usually correct. More likely than not. It's impossible for me to walk around at the moment see doctors/nurses in uniform people walking around in the city in suits going to 'important' jobs people driving ubers - everything - without a sense of both trepidation and excitement. Because it is incredibly obvious now that all of these jobs are going to be automated. Everything is going to be automated. And perhaps for the first time in my life I don't know if there is anything to optimise for I've spent large parts of my"
X Link 2026-02-06T07:18Z 31.8K followers, 18.8K engagements

"$GDDY now top [--] holding. will share thesis in writeup tomorrow"
X Link 2026-02-05T12:31Z [---] followers, [--] engagements

"this is a [--] year old company with insane product diversity which seems almost entirely resistant to shocks incompetence competitors & even regulators & also still growing at a pace that makes no sense at this scale. is this the greatest singular business ever created like wtf are we even looking at here. feels like larry & sergey created something closer to an organism than a company"
X Link 2026-02-05T01:56Z 165.1K followers, 874.3K engagements

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