@LeoNelissen Avatar @LeoNelissen Leo

Leo posts on X about $lb, $tpl, this is, stocks 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 56.78% finance 42.37% technology brands 16.95% social networks 11.02% cryptocurrencies 7.63% financial services 1.69% countries 0.85% formula 1 0.85% celebrities 0.85%

Social topic influence $lb #3, $tpl #4, this is 11.02%, stocks #2131, link 7.63%, $qxo #14, $wbi #5, ai 6.78%, bullish 6.78%, gas 5.93%

Top accounts mentioned or mentioned by @ttt_financial @jusifov @amlivemon @starfi1860 @310value @secrets4stocks @pandadaytona @wwillowresearch @tttfinancial @topsecretstocks @aktienmitflow @marketjetnews @ball_hartwig @stock_bonvivant @vince85623723 @stockbonvivant @thierryborgeat @buttermaxx @krappsholidy @dasacom

Top assets mentioned LandBridge Company LLC (LB) Texas Pacific Land, Corp. (TPL) QXO, Inc. Common Stock (QXO) WaterBridge Infrastructure LLC (WBI) Old Dominion Freight Line Inc (ODFL) TransDigm Group, Inc. (TDG) Carlisle Companies, Inc. (CSL) CME Group Inc (CME) Convex Finance (CVX) HORIZON KINETICS HOLDING (HKHC) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) LyondellBasell Industries NV (LYB) Devon Energy Corp (DVN) Coterra Energy Inc (CTRA) Alphabet Inc Class A (GOOGL) Intuit Inc. (INTU) Duolingo, Inc. (DUOL) Exxon Mobil (XOM) Hess Corp. (HES) Arweave (AR) L3Harris Technologies Inc (LHX) Northrop Grumman Corporation (NOC) Western Midstream Partners, LP. (WES)

Top Social Posts

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

"During all this volatility I forgot I literally own the company that gets paid every time someone trades gold and silver. --- $CME Group It also pays a special dividend every year and has the third-highest margins in the entire S&P 500"
X Link 2026-01-27T17:13Z 11K followers, 11.1K engagements

"Its laughable when EU leaders talk about freedom and values. Ray Dalio mit einer besonderen Botschaft zum Valentinstag. So beginnt es also wie Knig Thoden sagte https://t.co/OMB8SJNeMt Ray Dalio mit einer besonderen Botschaft zum Valentinstag. So beginnt es also wie Knig Thoden sagte https://t.co/OMB8SJNeMt"
X Link 2026-02-14T18:43Z 11K followers, [----] engagements

"@Vince85623723 Weak sentiment. The only large shareholder that matters is Horizon Kinetics. They are buying"
X Link 2025-07-23T13:11Z 10.9K followers, [----] engagements

"ExxonMobil $XOM is looking for new M&A deals as it lost $HES to $CVX. Who will they buy Any guesses"
X Link 2025-08-01T10:53Z 10.9K followers, [----] engagements

"$WBI WaterBridge Infrastructure will go public. It just released its S-1 which includes fascinating charts including the one below showing the booming water handling demand and falling capacities. Great for pricing As most know WBI is a partner of $LB LandBridge which owns a lot of the land that WBI operates on. https://twitter.com/i/web/status/1959566274670801197 https://twitter.com/i/web/status/1959566274670801197"
X Link 2025-08-24T10:39Z 10.9K followers, 30.1K engagements

"$WBI WaterBridge More details on its IPO: - Looks like an 11x EBITDA multiple based on [----] Pro Forma numbers. "WaterBridge Infrastructure LLC is seeking to raise as much as $540 million in its US initial public offering. The Houston-based water infrastructure company is offering [--] million shares for $17 to $20 each according to a prospectus filed with the US Securities and Exchange Commission on Monday. At the top of the range WaterBridge would have a market value of $2.28 billion with [---] million shares outstanding according to the filing. Funds and accounts managed by Horizon Kinetics"
X Link 2025-09-09T18:05Z 10.9K followers, [----] engagements

"📈 New Trade: Antero Resources $AR Sector: Energy Industry: Natural gas"
X Link 2025-10-21T12:31Z 10.9K followers, [----] engagements

"$TPL Texas Pacific Land ( $LB LandBridge) 📰 Headline: Bolt and TPL Announce Strategic Agreement to Pursue Data Center Development in West Texas Another major step as data centers are coming to the Permian. This is just the start for TPL and LB. They perfectly capture my thesis: https://www.texaspacific.com/investors/news-events/press-releases/detail/176/bolt-and-tpl-announce-strategic-agreement-to-pursue-data https://www.texaspacific.com/investors/news-events/press-releases/detail/176/bolt-and-tpl-announce-strategic-agreement-to-pursue-data"
X Link 2025-12-17T12:27Z 10.9K followers, 16.6K engagements

"$TPL $LB Texas Pacific/LandBridge Think about it: TPL is getting equity in the new company the right to supply the water and becoming a land partner for natural gas renewables and eventually nuclear. It also confirms the LB thesis which is that Permian land is ultra valuable in the data center buildout. For many quarters both TPL and LB have been laying the groundwork including renewable deals projects with IPPs etc. The problem is that this takes time (years). For now the market keeps treating TPL and LB as simply oil and gas royalty stocks. It sucks but I'm fine with it as I can buy more."
X Link 2025-12-17T12:35Z 10.9K followers, 10.3K engagements

"🧵 just executed a major portfolio rotation: Selling my Defense Primes $NOC / $LHX to go "all-in" on TransDigm $TDG. So why swap the "Primes" for the "Parts" The short answer: Because I realized I was investing in government bureaucracy when I should have been investing in an industrial monopoly. Also I decided to focus more on growth over steadily-rising income (aka I'm taking more risk going forward). (I'm still bullish on LHX and NOC btw) Here is the thesis for the trade. 👇 https://twitter.com/i/web/status/2002352648226275770 https://twitter.com/i/web/status/2002352648226275770"
X Link 2025-12-20T12:17Z 10.9K followers, 13.7K engagements

"The problem with Defense Primes (NOC/LHX) is their business model. Basically they sign "Fixed-Price" development contracts. If inflation spikes or supply chains break they eat the cost. 2020/2021 was a "good" example of this. They are essentially massive project managers fighting a monopsony buyer (the Pentagon) for 12-15% margins. $TDG is different. It doesn't bid. Instead it sets prices. It is an inflation beneficiary not a victim"
X Link 2025-12-20T12:17Z 10.9K followers, [---] engagements

"TransDigm isn't a standard manufacturer/aerospace supplier. It's basically a collection of IP monopolies. 90% of sales come from proprietary products. 80% of sales are "Sole Source" (they are the only supplier on earth). Think about this: If a $5k valve breaks on a $100M plane you can't shop around. You must buy from $TDG. The cost can basically be neglected by the airline but the pricing power is massive for shareholders. https://twitter.com/i/web/status/2002352653032902957 https://twitter.com/i/web/status/2002352653032902957"
X Link 2025-12-20T12:17Z 10.9K followers, [----] engagements

"🛢Energy/Oil/Permian The WSJ just dropped a must-read piece: "Americas biggest oil field is turning into a pressure cooker." It's not about oil but about water geology and other bottleneck issues in the biggest oil supply engine since [----]. - Specific tickers $TPL $LB $WBI (& $WES ) - Link: https://www.wsj.com/business/energy-oil/americas-biggest-oil-field-is-turning-into-a-pressure-cooker-8a1bfe4emod=panda_wsj_section_alert https://www.wsj.com/business/energy-oil/americas-biggest-oil-field-is-turning-into-a-pressure-cooker-8a1bfe4emod=panda_wsj_section_alert"
X Link 2025-12-26T13:31Z 10.9K followers, 44.9K engagements

"As a result regulators in Texas are now shutting in injection wells imposing volume limits and using satellite data to monitor pressure underground. This boosts costs for producers as getting rid of water is no longer "cheap." It's great news for: - Land value (available pore spaces) - Rights-of-way - Water infrastructure"
X Link 2025-12-26T13:31Z 10.9K followers, [----] engagements

"This is why land-centric business models are so powerful. Texas Pacific and LandBridge have available pore space surface land for infrastructure (run by players like WaterBridge) and even technologies to boost water recycling in the future (Texas Pacific WaterBridge). They increasingly benefit from complexity and scarcity. This tweet sums it up nicely: https://x.com/310Value/status/2004522153753129036 https://x.com/310Value/status/2004522153753129036"
X Link 2025-12-26T13:31Z 10.9K followers, [----] engagements

"More data centers are coming to Texas Bloomberg: Goldman Helps Lead Financing for 5-Gigawatt Texas AI Power Sites [----] delivery at the earliest https://t.co/oN1UUr6wIO Bloomberg: Goldman Helps Lead Financing for 5-Gigawatt Texas AI Power Sites [----] delivery at the earliest https://t.co/oN1UUr6wIO"
X Link 2025-12-30T16:10Z 10.9K followers, [----] engagements

"Nobody's bearish on $MSFT and $AMZN Literally nobody is bullish on $TROW (makes sense)"
X Link 2026-01-02T13:51Z 10.9K followers, [----] engagements

"🛢Venezuela Heres the thing. Venezuela hasnt updated its pipeline network in [--] years. Its resevoirs havent been maintained and processing tar-like sludge is tough. To get to 3m barrels they need a decade and close to $60 billion in CapEx. Shocking stat of the day: Venezuelas oil production is currently at just 30% of the levels seen [--] years ago. We could easily see another [--] million barrels of oil hit the market per day. Thats more than the daily consumption of all but [--] countries in the world. https://t.co/lCbUHhpNon Shocking stat of the day: Venezuelas oil production is currently at just"
X Link 2026-01-03T23:03Z 10.9K followers, 537K engagements

"$QXO QXO Inc. is getting a major new investor. Shares are up 7% PM. - My 4th-largest investment. Ill do a deep-dive soon on Main Street Alpha. An Apollo-backed investor group is reported to be investing over $1 billion in $QXO. 💰 #Investment @grok https://t.co/KOsQnYVGn9 An Apollo-backed investor group is reported to be investing over $1 billion in $QXO. 💰 #Investment @grok https://t.co/KOsQnYVGn9"
X Link 2026-01-05T10:44Z 11K followers, 25K engagements

"There it is. $APO affiliates are investing $1.2 billion in convertible perpetual preferred $QXO stock. Why it matters: - It's basically a vote of confidence from major players in Brad Jacob's plans. - The QXO war chest for new M&A is getting fuller. - We're now looking at another major deal over the next [--] months. $QXO QXO Inc. is getting a major new investor. Shares are up 7% PM. - My 4th-largest investment. Ill do a deep-dive soon on Main Street Alpha. https://t.co/Dtop0RMRS7 $QXO QXO Inc. is getting a major new investor. Shares are up 7% PM. - My 4th-largest investment. Ill do a deep-dive"
X Link 2026-01-05T11:15Z 10.9K followers, 26.3K engagements

"Keep selling $LB and $TPL so I can buy more"
X Link 2026-01-06T18:41Z 10.9K followers, 14.4K engagements

"Believe it or not but this is very bullish for $TPL and $LB. Once water recycling capabilities improve and reach scalability (next [--] years) well see massive surface farming operations for alfalfa basically adding ultra-high margin ag operations to the mix. Where a Saudi company pumps desert groundwater Arizona considers imposing limits https://t.co/OxXlogHao6 Where a Saudi company pumps desert groundwater Arizona considers imposing limits https://t.co/OxXlogHao6"
X Link 2026-01-07T07:11Z 10.9K followers, 12.3K engagements

"Insiders including the CEO are buying $LB stock. Not much but its a start. @LeoNelissen Check out Average Insider on X. Hes showing insider buying activity on LB and WBI. @LeoNelissen Check out Average Insider on X. Hes showing insider buying activity on LB and WBI"
X Link 2026-01-07T13:35Z 10.9K followers, [----] engagements

"Bad news for the obvious targets but also for REITs like $INVH. Good news for private homebuyers"
X Link 2026-01-07T19:28Z 10.9K followers, [----] engagements

"Watch transportation stocks. They indicate a steep rebound in cyclical growth after a long transportation recession. $ODFL $XPO $SAIA $XTN $IYT"
X Link 2026-01-08T21:10Z 10.9K followers, [----] engagements

"@ttt_financial @Stock_Bonvivant @ThierryBorgeat @KielerFinanzen @VidarCoc @Starfi1860 @HighflyJonny @jusifov @topsecretstocks @aktien_max @CKTH85 @canis_lupus_68 Guten Morgen Auf jeden Fall $QXO aber auch $ODFL und $TPL"
X Link 2026-01-09T08:09Z 10.9K followers, [---] engagements

"$WM is an excellent company but $SES.TO is the better pick for way more alpha. (Full credit to @310Value where I got this idea) This landfill management stock has lagged in the past year. UBS says it's time to buy https://t.co/f5WpploqtA This landfill management stock has lagged in the past year. UBS says it's time to buy https://t.co/f5WpploqtA"
X Link 2026-01-09T12:17Z 10.9K followers, [----] engagements

"$CSL Carlisle Companies is one of my biggest housing plays which is now in a prime spot to win. - The government is laser-focused on housing supply. - It focuses on remodeling in the commercial space a market with massive secular demand. Also it's one of the best capital allocators in the entire industrial space. Watch housing. One of my three pillars for [----]. This supports $QXO and a bunch of others. They are running it hot. Watch housing. One of my three pillars for [----]. This supports $QXO and a bunch of others. They are running it hot"
X Link 2026-01-09T15:28Z 10.9K followers, [----] engagements

"🚨 As announced our latest Main Street Alpha article just went live. This time @amlivemon looked into LyondellBasell $LYB which has one of our favorite rebound setups for [----]. We discuss: - Why chemicals may be closer to a cycle floor than the market assumes. - Why trade policy is quietly changing the supply backdrop. - Why rate sensitivity matters more here than most investors realize. - Why LYB doesn't need a boom - just less bad news. 🔗Website link in my bio https://twitter.com/i/web/status/2010370828093784531 https://twitter.com/i/web/status/2010370828093784531"
X Link 2026-01-11T15:18Z 10.9K followers, [----] engagements

"Imagine once oil crosses $80 and people find out about the West Texas benefits of $TPL and $LB AI bets are on energy firms over Big Tech for 2026: BlackRock https://t.co/uHz7CEiuC1 AI bets are on energy firms over Big Tech for 2026: BlackRock https://t.co/uHz7CEiuC1"
X Link 2026-01-13T10:18Z 10.9K followers, [----] engagements

"🚨 Yesterday I expanded my portfolio from [--] to [--] stocks as I bought stock in Miami International Holdings $MIAX This isn't a trading idea but a long-term market infrastructure investment I believe has tremendous potential. I announced this yesterday in the Main Street Alpha members chat. Here's my thinking 👇 https://twitter.com/i/web/status/2011155138212495595 https://twitter.com/i/web/status/2011155138212495595"
X Link 2026-01-13T19:15Z 10.9K followers, [----] engagements

"Article Tomorrow on Main Street Alpha Im writing a quick update on massive policy support for $TPL and $LB and related developments that make me even more bullish. No paywall ❗ Make sure to subscribe to get it into your inbox 📨 (Link in my bio)"
X Link 2026-01-16T21:38Z 10.9K followers, 28.6K engagements

"My $LB & $TPL article has been published. Let me know your thoughts 👇 https://www.patreon.com/posts/148433852utm_campaign=postshare_creator Article Tomorrow on Main Street Alpha Im writing a quick update on massive policy support for $TPL and $LB and related developments that make me even more bullish. No paywall ❗ Make sure to subscribe to get it into your inbox 📨 (Link in my bio). https://www.patreon.com/posts/148433852utm_campaign=postshare_creator Article Tomorrow on Main Street Alpha Im writing a quick update on massive policy support for $TPL and $LB and related developments that make"
X Link 2026-01-17T14:49Z 10.9K followers, 23.1K engagements

"Constellation Software $CSU.TO (one of the best software compounders in history) has lost half of its market cap. - That's all you need to know about how AI re-rates software. The best will get re-rated the weaker players will go bust. Plan accordingly"
X Link 2026-01-18T14:07Z 10.9K followers, 18.3K engagements

"🚨 Two quick notes regarding Main Street Alpha: [--]. Our $NVDA & tech article is now online. - Why capital is rotating out of NVDA into other tech areas that address a bottleneck's bottleneck. [--]. I am currently working on a $WBI WaterBridge article for later this week. (Make sure to sub so you don't miss an update) 👉 Link in bio and in the attached tweet below👇 https://twitter.com/i/web/status/2013644446600990841 https://twitter.com/i/web/status/2013644446600990841"
X Link 2026-01-20T16:07Z 10.9K followers, [----] engagements

"I have a $WBI article coming tomorrow. Stay tuned 👇 (And another announcement coming soon regarding another business venture I joined). https://www.patreon.com/MainStreetAlpha https://www.patreon.com/MainStreetAlpha"
X Link 2026-01-21T18:49Z 10.9K followers, [----] engagements

"🚨 New MSA article just dropped. WaterBridge $WBI isn't an oil service story. This is a pore-space scarcity story. Produced water volumes are rising and disposal capacity is tightening making its network a wide-moat benefit. I break down the full thesis industry dynamics and my detailed model with price targets for subscribers. 👇 https://www.patreon.com/posts/why-this-company-148686687utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_creator&utm_content=join_link"
X Link 2026-01-22T15:02Z 10.9K followers, [----] engagements

"@ttt_financial @Stock_Bonvivant @Starfi1860 @HighflyJonny @ppinvest @topsecretstocks @jusifov @Fin_Eng_Net @Secrets4stocks @SalahBouhmidi @FXDIRK @canis_lupus_68 Gut: $TPL $AM Schlecht: $GE"
X Link 2026-01-23T09:30Z 10.9K followers, [---] engagements

"If Canadian oil producers sell off because of the tariff news they are great buys on weakness IMO. $CNQ $CVE $SU $WCP.TO"
X Link 2026-01-24T22:07Z 10.9K followers, 21.1K engagements

"Why I just tweeted to look for weakness in Canadian O&G👇 There is ZERO chance that the US will impose a 100% tariff on Canadian O&G .you people are insane There is ZERO chance that the US will impose a 100% tariff on Canadian O&G .you people are insane"
X Link 2026-01-25T00:09Z 10.9K followers, 39.3K engagements

"A miner like Barrick $B has all-in sustaining gold costs of less than $1600. At $5000 these guys are printing cash"
X Link 2026-01-26T16:28Z 10.9K followers, 38.1K engagements

"S&P [---] vs. Gold What asset would you rather buy at current prices for the next decade"
X Link 2026-01-28T22:08Z 10.9K followers, [----] engagements

"🚨 Our Fed/Warsh article was just published on Main Street Alpha. I'm biased but this may be our best article YTD as we give you a full look into what goes on at the Fed behind closed doors and what this means for the market going forward. Needless to say it has a lot of @amlivemon intel who nailed the move in precious metals last week. Link in my bio and in the tweet below: https://twitter.com/i/web/status/2017963458868777172 https://twitter.com/i/web/status/2017963458868777172"
X Link 2026-02-01T14:09Z 10.9K followers, [----] engagements

"Long-term inflation. Conclusion: Competition and deregulation are great for price stability"
X Link 2026-02-01T22:35Z 10.9K followers, [----] engagements

"$DVN Devon & $CTRA Coterra are merging. 🚨 The merger creates a shale giant with more than 1.6M Boe/d production. That's 550k+ barrels of oil daily and 4.3B cubic feet of gas. 💰 Unlocking $1B in annual synergies by [----] through smarter ops and cost cuts. 📈 It will have more than [--] years of top-tier inventory including the industry's largest sub-$40 breakeven assets. 🤖 Integrating AI from both firms for subsurface and ops tech. 📊 Solid balance sheet (0.9x net debt/EBITDAX) with $5B+ buyback firepower and steady dividends. https://twitter.com/i/web/status/2018312325627851244"
X Link 2026-02-02T13:15Z 10.9K followers, [----] engagements

"New YTD high in $ODFL"
X Link 2026-02-02T15:22Z 10.9K followers, [----] engagements

"$LB $TPL 👇 $lb $tpl Incrementally good news for the Permian Basin data center thesis. https://t.co/BBnEUQNQ8E $lb $tpl Incrementally good news for the Permian Basin data center thesis. https://t.co/BBnEUQNQ8E"
X Link 2026-02-02T18:26Z 10.9K followers, [----] engagements

"Another bad day for software $IGV On an unrelated note it's also a bad day for my aerospace holding $TDG. If it keeps dropping I'm buying more"
X Link 2026-02-03T14:45Z 10.9K followers, [----] engagements

"$PYPL is the prime example of how useless buybacks are when the business model is not future proof"
X Link 2026-02-03T18:12Z 10.9K followers, [----] engagements

"A terrific day for $ODFL and $CSL two of my favorite cyclical value picks"
X Link 2026-02-04T15:40Z 10.9K followers, [----] engagements

"These are insane numbers. They own the internet. $GOOGL crushes Q4 https://t.co/hSNHIIAVnl $GOOGL crushes Q4 https://t.co/hSNHIIAVnl"
X Link 2026-02-04T21:23Z 10.9K followers, 43.7K engagements

"$LB $TPL 👇 All in the comments section you will find a link to some thoughts on the consequences of the Devon/ Coterra merger on LandBridge and WaterBridge. $wbi $lb $ctra $dvn https://t.co/lqSvmXfVNo All in the comments section you will find a link to some thoughts on the consequences of the Devon/ Coterra merger on LandBridge and WaterBridge. $wbi $lb $ctra $dvn https://t.co/lqSvmXfVNo"
X Link 2026-02-05T18:36Z 10.9K followers, [----] engagements

"@ttt_financial @Stock_Bonvivant @ppinvest @jusifov @topsecretstocks @aktien_max @AktienmitFlow @ButterMaxx @takberlin @HesselMoritz @krappsholidy @Starfi1860 Positiv: $CSL $ODFL (beide +17%) Negativ: $TDG $LB $QXO"
X Link 2026-02-06T09:53Z 11K followers, [---] engagements

"5% inflation soon"
X Link 2026-02-07T15:14Z 10.9K followers, [----] engagements

"Big Main Street Alpha article coming tomorrow on what bonds & gold are telling us + my personal hard asset investment picks. (Link in bio)"
X Link 2026-02-07T21:02Z 10.9K followers, [----] engagements

"📰 New article on Main Street Alpha Hard assets are sending a message that the bond market keeps ignoring. I'm positioning for the value rotation now. My new article is live: the full framework + the investing picks. Link in bio & in replied tweet"
X Link 2026-02-08T15:33Z 10.9K followers, [----] engagements

"We all know what this means for $TPL and $LB Texas could capture nearly 30% data center market share in the US by [----] with its share expected to rise 142% over the next three years on strong data center growth per Bloom. $MSFT $AMZN $ORCL $GOOG Texas could capture nearly 30% data center market share in the US by [----] with its share expected to rise 142% over the next three years on strong data center growth per Bloom. $MSFT $AMZN $ORCL $GOOG"
X Link 2026-02-09T07:07Z 10.9K followers, [----] engagements

"🚨 Tomorrow on Main Street Alpha we are publishing an in-depth piece on what the government is doing behind the scenes to support markets - and how investors can think about positioning in this environment. https://www.patreon.com/cw/MainStreetAlpha https://www.patreon.com/cw/MainStreetAlpha"
X Link 2026-02-09T16:21Z 10.9K followers, [----] engagements

"$CAT's chart looks like a [----] memecoin That's the power of being an AI bottleneck player Caterpillar has nearly doubled in [--] months. https://t.co/fZTUaGQCpx Caterpillar has nearly doubled in [--] months. https://t.co/fZTUaGQCpx"
X Link 2026-02-09T16:26Z 10.9K followers, [----] engagements

"@jusifov @ttt_financial @BcPoldi @Michael_Kissig @ball_hartwig @Starfi1860 @dasacom @peppershares $LB & $TPL"
X Link 2026-02-10T10:45Z 10.9K followers, [---] engagements

"Very important 👇 People have no idea how bullish this is for $TPL and $LB. $tpl $goog $lb $cvx Permian Basin data center thesis getting a lot closer to being realized. If this happens it will likely be powered by the Chevron Reeves County power gen project. https://t.co/GMnkCT5Fjf $tpl $goog $lb $cvx Permian Basin data center thesis getting a lot closer to being realized. If this happens it will likely be powered by the Chevron Reeves County power gen project. https://t.co/GMnkCT5Fjf"
X Link 2026-02-10T14:28Z 10.9K followers, 20K engagements

"📰 Our latest Main Street Alpha article is live. @amlivemon discusses how political the market has become (Washington vs. macro) and what we expect to happen this year. Must read stuff (link in my bio and in the tweet reply). 🚨 Tomorrow on Main Street Alpha we are publishing an in-depth piece on what the government is doing behind the scenes to support markets - and how investors can think about positioning in this environment. https://t.co/wo0V1abKCQ 🚨 Tomorrow on Main Street Alpha we are publishing an in-depth piece on what the government is doing behind the scenes to support markets -"
X Link 2026-02-10T14:50Z 10.9K followers, [----] engagements

"@Vince85623723 The market may think that. However it would be proof of concept and be bullish for both IMO"
X Link 2026-02-10T15:31Z 10.9K followers, [---] engagements

"Bad decision. 'Off The Charts': Retail Is Buying-The-Dip In Software Stocks Like Never Before https://t.co/Net6zrwta1 'Off The Charts': Retail Is Buying-The-Dip In Software Stocks Like Never Before https://t.co/Net6zrwta1"
X Link 2026-02-10T18:40Z 10.9K followers, [----] engagements

"Its fun to bet on the house $CME Access the leading U.S. stocks with the power of futures. Introducing Single Stock futures coming this summer. Find out more ➡ https://t.co/ggrNzY0oIJ https://t.co/LVFdJNcjyE Access the leading U.S. stocks with the power of futures. Introducing Single Stock futures coming this summer. Find out more ➡ https://t.co/ggrNzY0oIJ https://t.co/LVFdJNcjyE"
X Link 2026-02-10T22:50Z 10.9K followers, [----] engagements

"There it is $QXO just announced a new acquisition. 👉 This is a pretty big deal as a person familiar with the deal said (confirming my M&A thesis): "QXO has capacity for more deals.Even after this acquisition QXO's [----] acquisition pipelineremainsvery active. The company has cash on handremainingdry powder from the equity financing deals announced last month with Apollo and Temasek and leverage capacity." - They are buying Kodiak in a $2.25 billion deal. - It adds $2.4 billion in revenue (another step to their $50 billion revenue goal) - It's expected to be accretive to [----] earnings and"
X Link 2026-02-11T11:13Z 11K followers, [----] engagements

"These software charts are absolutely brutal $INTU Intuit which was "never" cheap now trades at 15x forward earnings. Down 50% since its [----] peak"
X Link 2026-02-11T15:50Z 11K followers, 21.7K engagements

"I wouldn't. Why try to time the bottom when you can buy growth in other areas @LeoNelissen So would you invest in any software at this price or too much risk @LeoNelissen So would you invest in any software at this price or too much risk"
X Link 2026-02-11T16:09Z 10.9K followers, [----] engagements

"$LYB LyondellBasell is up roughly 25% since @amlivemon wrote this almost exactly one month ago. "In a market that feels frothy and expensive elsewhere it's fair to say that LyondellBasell represents the cheapest cyclical industry potentially ready for its catalyst." 👇 https://www.patreon.com/posts/contrarians-why-147808890utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_creator&utm_content=join_link https://www.patreon.com/posts/contrarians-why-147808890utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_creator&utm_content=join_link"
X Link 2026-02-11T16:22Z 10.9K followers, [----] engagements

"That's why I'm not joking when I say we all need to make as much money as possible in the next 1-2 years. This is getting out of control now. Read this slowly. In the past week alone: Head of Anthropic's safety research quit said "the world is in peril" moved to the UK to "become invisible" and write poetry. Half of xAI's co-founders have now left. The latest said This is getting out of control now. Read this slowly. In the past week alone: Head of Anthropic's safety research quit said "the world is in peril" moved to the UK to "become invisible" and write poetry. Half of xAI's co-founders"
X Link 2026-02-11T16:49Z 10.9K followers, [----] engagements

"There's a common theme here: 🚀 S&P [---] Momentum Alert Feb [--] 📈 NEAR 52-WEEK HIGHS $O -0.0% from high $63.90 $ROL -0.1% from high $64.97 $WMB -0.1% from high $68.84 $NEE -0.2% from high $90.81 $CAT -0.2% from high $741.94 $ITW -0.2% from high $294.11 $AES -0.2% from high 🚀 S&P [---] Momentum Alert Feb [--] 📈 NEAR 52-WEEK HIGHS $O -0.0% from high $63.90 $ROL -0.1% from high $64.97 $WMB -0.1% from high $68.84 $NEE -0.2% from high $90.81 $CAT -0.2% from high $741.94 $ITW -0.2% from high $294.11 $AES -0.2% from high"
X Link 2026-02-11T17:10Z 10.9K followers, [----] engagements

"On January [--] [----] everyone suddenly found out that AI requires energy. $XLE"
X Link 2026-02-11T22:00Z 10.9K followers, [----] engagements

"$INTU is the worst-performing stock in the S&P [---] YTD. - The list is filled with software stocks - Many have still very strong 10Y returns"
X Link 2026-02-12T10:02Z 10.9K followers, [----] engagements

"Another day another disruption headline causing massive mayhem in an industry. This time freight brokers. Wall Street investors tell us this is what caused the colllapse in the freight intermediary stock prices. CHRW -20% RXO -25% EXPD -16% Asset-based carriers have fallen but far less than the brokers Wall Street investors tell us this is what caused the colllapse in the freight intermediary stock prices. CHRW -20% RXO -25% EXPD -16% Asset-based carriers have fallen but far less than the brokers"
X Link 2026-02-12T16:48Z 10.9K followers, [----] engagements

"RT @RichardWedekin1: Great article worth a read Tank you for this @LeoNelissen Long $TPL"
X Link 2026-02-12T17:53Z 10.9K followers, [--] engagements

"There's a great way to benefit from $HOOD's move into prediction markets that involves buying the company that provided the license. We've got a surprise for you shortly. We've got a surprise for you shortly"
X Link 2026-02-12T19:43Z 10.9K followers, [----] engagements

"https://www.patreon.com/posts/this-is-not-its-147071700utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_creator&utm_content=join_link https://www.patreon.com/posts/this-is-not-its-147071700utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_creator&utm_content=join_link"
X Link 2026-02-12T19:43Z 10.9K followers, [---] engagements

"Horizon Kinetics is also directly invested in Eric Schmidts Bolt Data & Energy. People have no idea how bullish this is for $TPL and $LB. If they are even remotely successful this will massively boost land values natural gas prices water demand (think about thermal power water demand) etc. People have no idea how bullish this is for $TPL and $LB. If they are even remotely successful this will massively boost land values natural gas prices water demand (think about thermal power water demand) etc"
X Link 2025-12-19T08:57Z 11K followers, [----] engagements

"📰 We have a big article coming on Main Street Alpha tomorrow on the rotation & where smart money is investing. Link in bio and in the tweet below. 👇 🚨 Finally I get to share something I've been building quietly for a while with @amlivemon. We built a research platform around the way we actually invest and allocate capital based on macro developments politics and risk management. It's a place where we share actionable https://t.co/1k5yaIYKla 🚨 Finally I get to share something I've been building quietly for a while with @amlivemon. We built a research platform around the way we actually"
X Link 2026-01-29T16:53Z 11K followers, [----] engagements

"@TSchuster00 I hate how accurate this is lol"
X Link 2026-02-11T11:23Z 11K followers, [--] engagements

"$QXO +12% pre-market. There it is $QXO just announced a new acquisition. 👉 https://t.co/ChWOiIC1Hy This is a pretty big deal as a person familiar with the deal said (confirming my M&A thesis): "QXO has capacity for more deals.Even after this acquisition QXO's [----] acquisition pipelineremains There it is $QXO just announced a new acquisition. 👉 https://t.co/ChWOiIC1Hy This is a pretty big deal as a person familiar with the deal said (confirming my M&A thesis): "QXO has capacity for more deals.Even after this acquisition QXO's [----] acquisition pipelineremains"
X Link 2026-02-11T11:38Z 11K followers, [----] engagements

"Our January $QXO article 👇 https://www.patreon.com/posts/147542790utm_campaign=postshare_creator https://www.patreon.com/posts/147542790utm_campaign=postshare_creator"
X Link 2026-02-11T13:04Z 11K followers, [---] engagements

"$DE Deere & Company has exceeded my $600 price target which I have maintained since 2020(). What a run"
X Link 2026-02-12T11:17Z 11K followers, [----] engagements

"https://www.patreon.com/posts/texas-pacific-is-150475901utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_creator&utm_content=join_link https://www.patreon.com/posts/texas-pacific-is-150475901utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_creator&utm_content=join_link"
X Link 2026-02-12T15:06Z 11K followers, [----] engagements

"🚨 Our Sunday article on Main Street Alpha is online() @amlivemon discusses how we could be looking at one of the most important macro changes: - Quiet QE - Agency liquidity - A "forced" credit expansion + Our favorite actionable ideas. Link in my bio & attached tweet"
X Link 2026-02-15T15:49Z 11K followers, [----] engagements

"📰 Big Energy article coming on Main Street Alpha tomorrow where we discuss why energy is beating the market the driving factors and my favorite picks to keep in mind + investor cheat sheet. Make sure to sign up. -- Link in my bio and attached tweet"
X Link 2026-02-16T17:00Z 11K followers, [----] engagements

"https://www.patreon.com/cw/MainStreetAlpha https://www.patreon.com/cw/MainStreetAlpha"
X Link 2026-02-16T17:00Z 11K followers, [---] engagements

"🚨 Finally I get to share something I've been building quietly for a while with @amlivemon. We built a research platform around the way we actually invest and allocate capital based on macro developments politics and risk management. It's a place where we share actionable investment ideas but always within a clear Big Picture framework. In simple terms: deep-dive research made accessible without dumbing it down. Today we start a new chapter with Main Street Alpha. If this sounds familiar youll definitely feel at home here: 👉 https://www.patreon.com/MainStreetAlpha"
X Link 2026-01-01T14:00Z 11K followers, 37.9K engagements

"Before [----] there was basically no electricity inflation. Now there's too much. We all know what that means for data centers. ( $TPL $LB )"
X Link 2026-01-14T21:15Z 11K followers, [----] engagements

"A great article on $LB (and $TPL) 👇 Friend's: In the comment section below is my latest article on LandBridge. $lb $wbi $tpl $cvx https://t.co/QhDGnoNSZ7 Friend's: In the comment section below is my latest article on LandBridge. $lb $wbi $tpl $cvx https://t.co/QhDGnoNSZ7"
X Link 2026-01-19T19:20Z 11K followers, [----] engagements

"This 👇 It's so sweet to see that some people still believe financial models serve any real purpose in finance. It's so sweet to see that some people still believe financial models serve any real purpose in finance"
X Link 2026-02-14T21:45Z 11K followers, [----] engagements

"2025: All about Big Tech 2026: Value stocks are dominating 👇 🚀 S&P [---] Momentum Alert Feb [--] 📈 NEAR 52-WEEK HIGHS $DUK -0.0% from high $128.20 $EVRG -0.0% from high $82.69 $CMS -0.1% from high $76.74 $KMI -0.1% from high $32.32 $FE -0.1% from high $50.10 $NI -0.1% from high $46.36 $AEP -0.1% from high 🚀 S&P [---] Momentum Alert Feb [--] 📈 NEAR 52-WEEK HIGHS $DUK -0.0% from high $128.20 $EVRG -0.0% from high $82.69 $CMS -0.1% from high $76.74 $KMI -0.1% from high $32.32 $FE -0.1% from high $50.10 $NI -0.1% from high $46.36 $AEP -0.1% from high"
X Link 2026-02-16T22:23Z 11K followers, [----] engagements

"Every cycle starts with multiple expansion - $ODFL @LeoNelissen ODFL certainly a great company but this run up only makes their Buybacks more expensive and honestly the numbers do not look that enticing @LeoNelissen ODFL certainly a great company but this run up only makes their Buybacks more expensive and honestly the numbers do not look that enticing"
X Link 2026-02-04T20:38Z 10.9K followers, [----] engagements

"Btw the stagflation thesis is so dead. A few months from now these people will rotate as well Every cycle starts with multiple expansion - $ODFL Every cycle starts with multiple expansion - $ODFL"
X Link 2026-02-04T21:58Z 10.9K followers, [----] engagements

"New all-time high in $CME Group which is the real winner in this volatile circus. Every time someone trades spoos gold or bonds CME makes money"
X Link 2026-02-07T09:24Z 10.9K followers, [----] engagements

"RT @LeoNelissen: My $LB and $TPL article is now live. -- 100% FREE - I dive into the West Texas data center thesis - I discuss why TPL"
X Link 2026-02-12T20:05Z 10.9K followers, [--] engagements

"RT @amlivemon: The entire gold move in the past 6-9 months was fake. Courtesy of Scottie Bessent"
X Link 2026-02-13T21:27Z 10.9K followers, [--] engagements

"@marketjetnews if you If my mom had balls she would be my dad. - Max Verstappen"
X Link 2026-02-14T13:55Z 10.9K followers, [---] engagements

"$CSL - Carlisle Companies The company is sticking to its Vision [----] goals which see $40 in EPS. Applying its long-term P/E ratio of 17.8x we get a $712 price target (+220%). Even if this company misses these targets I think it's one of the best housing stocks on the market. The other is $QXO. I'm long both. https://twitter.com/i/web/status/2003190413235224881 https://twitter.com/i/web/status/2003190413235224881"
X Link 2025-12-22T19:46Z 11K followers, 13K engagements

"🚨 On Friday we'll release a big natural gas article on Main Street Alpha. - The entire first part will cover market fundamentals and the entire Big Picture. That part is entirely FREE for all. - For subscribers we also provide a full overview of our favorite ideas including direct comparisons. Don't miss it() Link in bio"
X Link 2026-02-04T14:28Z 10.9K followers, [----] engagements

"Natural gas tomorrow 👇 🚨 On Friday we'll release a big natural gas article on Main Street Alpha. - The entire first part will cover market fundamentals and the entire Big Picture. That part is entirely FREE for all. - For subscribers we also provide a full overview of our favorite ideas https://t.co/RL9jMRvJJg 🚨 On Friday we'll release a big natural gas article on Main Street Alpha. - The entire first part will cover market fundamentals and the entire Big Picture. That part is entirely FREE for all. - For subscribers we also provide a full overview of our favorite ideas"
X Link 2026-02-05T15:47Z 10.9K followers, [----] engagements

"🚨 My natural gas article is online on Main Street Alpha. - First part is FREE and discusses my bullish view on Natural Gas. - The second part is paywalled as it covers my favorite picks and a full comparison of these picks. Link in bio & attached tweet"
X Link 2026-02-06T14:10Z 10.9K followers, [----] engagements

"📰 Tomorrow we'll publish an in-depth article on $TPL and $LB on Main Street Alpha. - I dive into why the West Texas data center thesis is heating up. - I explain what makes TPL and LB so special. - I have an assessment of just how profitable a data center deal could be for TPL/LB based on estimates. Entirely FREE for everyone. So please make sure to sub so you don't miss it (you'll get an email notification) -- Link in my bio & tweet reply. https://twitter.com/i/web/status/2021594557666763154 https://twitter.com/i/web/status/2021594557666763154"
X Link 2026-02-11T14:37Z 11K followers, 14.3K engagements

"It took me less than a minute to start an Albanian language course on ChatGPT/Gemini and people thought a language app would thrive in times of AI. $DUOL *DUOLINGO COMPLETES 5-FOR-1 STOCK SPLIT $DUOL *DUOLINGO COMPLETES 5-FOR-1 STOCK SPLIT $DUOL"
X Link 2026-02-11T17:50Z 11K followers, 12.6K engagements

"1-2 years from now what keeps me from building my own Duolingo Thats my point. Its a cool app obviously but that doesnt make it valuable. $DUOL It took me less than a minute to start an Albanian language course on ChatGPT/Gemini and people thought a language app would thrive in times of AI. $DUOL It took me less than a minute to start an Albanian language course on ChatGPT/Gemini and people thought a language app would thrive in times of AI. $DUOL"
X Link 2026-02-11T19:16Z 10.9K followers, [----] engagements

"My $LB and $TPL article is now live. -- 100% FREE - I dive into the West Texas data center thesis - I discuss why TPL and LB stand out - I assess some numbers and estimate how profitable [--] GW worth of data center demand could be. - Link in my bio and attached tweet. 📰 Tomorrow we'll publish an in-depth article on $TPL and $LB on Main Street Alpha. - I dive into why the West Texas data center thesis is heating up. - I explain what makes TPL and LB so special. - I have an assessment of just how profitable a data center deal could be for https://t.co/1LpXx2ASbi 📰 Tomorrow we'll publish an"
X Link 2026-02-12T15:06Z 11K followers, 15.4K engagements

"$LB +7% as the energy/data centers thesis is heating up. Yesterday's writeup 👇 My $LB and $TPL article is now live. -- 100% FREE - I dive into the West Texas data center thesis - I discuss why TPL and LB stand out - I assess some numbers and estimate how profitable [--] GW worth of data center demand could be. - Link in my bio and attached tweet. https://t.co/mKma4dHvT7 My $LB and $TPL article is now live. -- 100% FREE - I dive into the West Texas data center thesis - I discuss why TPL and LB stand out - I assess some numbers and estimate how profitable [--] GW worth of data center demand could"
X Link 2026-02-13T16:51Z 10.9K followers, [----] engagements

"🚨A quick reminder: On SUNDAY @amlivemon will publish an article on MAIN STREET ALPHA about the economic growth plans of the Trump Administration how they aim to achieve it and a number of actionable stock ideas. I'm biased but it's one of my favorite articles we've published since launching the service. -- Link in my bio and in the quoted tweet. 🚨 Finally I get to share something I've been building quietly for a while with @amlivemon. We built a research platform around the way we actually invest and allocate capital based on macro developments politics and risk management. It's a place"
X Link 2026-02-13T21:01Z 10.9K followers, [----] engagements

"Insider buys from $TDG CEO 💼 S&P [---] Insider Alert Past Week 🛒 TOP [--] LARGEST PURCHASES Jan Craps $LW - Director Executive Chair Purchased $2.4M (50000 shares @ $48.65) Michael Lisman $TDG - Director President & CEO Purchased $1.2M (950 shares @ $1284.26) Todd Maclin $KMB - Director 💼 S&P [---] Insider Alert Past Week 🛒 TOP [--] LARGEST PURCHASES Jan Craps $LW - Director Executive Chair Purchased $2.4M (50000 shares @ $48.65) Michael Lisman $TDG - Director President & CEO Purchased $1.2M (950 shares @ $1284.26) Todd Maclin $KMB - Director"
X Link 2026-02-13T22:10Z 10.9K followers, [----] engagements

"RT @LeoNelissen: 🚨A quick reminder: On SUNDAY @amlivemon will publish an article on MAIN STREET ALPHA about the economic growth plans of"
X Link 2026-02-14T17:04Z 10.9K followers, [--] engagements

"https://www.patreon.com/posts/quiet-qe-is-back-150585768utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_creator&utm_content=join_link https://www.patreon.com/posts/quiet-qe-is-back-150585768utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_creator&utm_content=join_link"
X Link 2026-02-15T15:50Z 11K followers, [---] engagements

"RT @HoganPash: $LB $TPL this is why they are building 2000+ acre data centers in Texas. A standard [---] acre data center doesnt cut it. It"
X Link 2026-02-15T16:27Z 10.9K followers, [--] engagements

"This is extremely good news for the food supply chain and deflationary for consumer food prices. It also gives farmers pricing power() @elonmusk @Tesla_Optimus Weve got a small rural USDA beef plant + real butchers ready to train Optimus TODAY on precision meat cutting. 0% cut mistakes $160k/yr yield savings at small scale 80% labor reduction (major skill shortage) perfect hard manipulation data https://t.co/FaKR5EScAf @elonmusk @Tesla_Optimus Weve got a small rural USDA beef plant + real butchers ready to train Optimus TODAY on precision meat cutting. 0% cut mistakes $160k/yr yield savings"
X Link 2026-02-15T19:20Z 11K followers, [----] engagements

"The market is about to see an unexpected focus on growth which will accelerate the rotation and allow some very specific areas of the market to shine. A key quote from our article: This is QE without calling it QE. $200 billion can easily become $400 billion and in a housing-led strategy it could scale significantly beyond that. 👇 🚨 Our Sunday article on Main Street Alpha is online() @amlivemon discusses how we could be looking at one of the most important macro changes: - Quiet QE - Agency liquidity - A "forced" credit expansion + Our favorite actionable ideas. Link in my bio & attached"
X Link 2026-02-15T20:28Z 11K followers, [----] engagements

"Why is it so hard for people to understand that cyclical stocks trade at high P/E ratios at cycle turns as the market is frontrunning higher earnings In general P/E ratios are just a tiny piece of a big puzzle when assessing companies especially on a long-term basis. Btw I have an article coming on this subject sometime this month"
X Link 2026-02-15T20:35Z 11K followers, [----] engagements

"We'll see a new wave of momentum the moment investors figure out that consistently adding to software on weakness was a mistake. A chart worth reflecting on over the long weekend. Energy stocks are making a comeback while positioning is still leaning the wrong way. Exxons breakout looks less like a one-off and more like the start of something broader for the overall sector. H/t @RonStoeferle for the https://t.co/vpYe6RvXcl A chart worth reflecting on over the long weekend. Energy stocks are making a comeback while positioning is still leaning the wrong way. Exxons breakout looks less like a"
X Link 2026-02-15T20:38Z 11K followers, [----] engagements

"@marketjetnews $PWR $ETN"
X Link 2026-02-16T12:59Z 11K followers, [---] engagements

"Value growth 2025: All about Big Tech 2026: Value stocks are dominating 👇 2025: All about Big Tech 2026: Value stocks are dominating 👇"
X Link 2026-02-16T22:50Z 11K followers, [---] engagements

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