@LogicLevel Avatar @LogicLevel Logic Level

Logic Level posts on X about $pypl, $odd, $smwb, 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 76% finance 39% technology brands 38% countries 4% cryptocurrencies 4% fashion brands 3% celebrities 2% luxury brands 1%

Social topic influence $pypl #1912, $odd #9, $smwb #11, ai 18%, il makiage #6, $googl 10%, odd #106, if you 8%, the most 8%, stocks 7%

Top accounts mentioned or mentioned by @acces @elonmusk @aave @pgorgey51003

Top assets mentioned PayPal Holdings Inc (PYPL) ODDITY Tech Ltd (ODD) Similarweb Ltd. (SMWB) Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) PayPal USD (PYUSD) Microsoft Corp. (MSFT) Lululemon Athletica Inc (LULU) Chewy, Inc. (CHWY)

Top Social Posts

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

"The "Rule of 50" (And How We Broke It) For [--] years $50 was the "Kill Zone." [----] Peak: $50 [----] Peak: $49.80 [----] is different. In January we finally smashed the ceiling hitting a historic $121. But the result was the same. The "Margin Trap" was waiting"
X Link 2026-02-09T13:55Z [--] followers, [--] engagements

"🚨 ODDITY Tech Filing Alert 🚨 Significant institutional conviction in $ODD. 🐋 Baillie Gifford & Co. has filed a Schedule 13G/A reporting a massive 16.08% stake in ODDITY Tech. 📊 The Details: Holder: Baillie Gifford & Co. Position: [----] Million Class A Shares Ownership: 16.08% of Class A Filing Date: Feb [--] [----] This amendment confirms Baillie Gifford remains one of the company's largest and most committed backers. #ODDITY #Stocks https://twitter.com/i/web/status/2021262120898150838 https://twitter.com/i/web/status/2021262120898150838"
X Link 2026-02-10T16:36Z [--] followers, [---] engagements

"$ODD is evolving beyond beauty. 🧬 Everyone knows Il Makiage but the real story is MethodIQ. Launched late [----] this isn't just skincare it's an AI-driven telehealth platform for dermatology (acne eczema). By moving from "cosmetics" to "diagnostics" Oddity is entering the medical-grade market. If their computer vision can diagnose skin conditions as well as it matches foundation this is a massive TAM expansion. #OddityTech #StockMarket #HealthTech #Oddity https://twitter.com/i/web/status/2021591553354162683 https://twitter.com/i/web/status/2021591553354162683"
X Link 2026-02-11T14:26Z [--] followers, [---] engagements

"1. THE PREMISE: DIGITAL FOOTPRINTS = REVENUE In [----] almost every company is a digital company. Netflix revenue = Sign-up page traffic. Airbnb revenue = Booking confirmation page hits. Lululemon revenue = "Checkout Success" URL visits. If you can track the URL you can track the revenue. Similarweb monitors [---] million websites and maps the [------] key domains that matter directly to [-----] public stock tickers"
X Link 2026-02-06T12:56Z [--] followers, [--] engagements

"2. THE "UPSIDE" SIGNAL (BUYING THE BEAT) 📈 This is the feature that costs $100k+ a year. Similarweb maps specific URL structures to financial KPIs. Real World Example: A Hedge Fund analyst tracking Chewy $CHWY monitors the 'Order Confirmation' endpoint (e.g. If traffic to that specific URL spikes 20% in Q3 the analyst knows revenue will crush estimates. They buy Call Options [--] weeks before the CEO announces the "surprise" beat. http://chewy.com/checkout/confirmation http://chewy.com/checkout/confirmation"
X Link 2026-02-06T12:56Z [--] followers, [--] engagements

"$PYPL 🤝 Kalshi PayPal and Venmo have reportedly been onboarded as payment options on Kalshi the regulated prediction market exchange. As Kalshi scales (now valued at $11B) they need robust rails for retail capital. For PayPal this is a strategic entry into the exploding prediction market volume without taking on the regulatory risk of the exchange itself. Bullish for the prediction economy. 🐂 #Stocks #Crypto #PayPal https://twitter.com/i/web/status/2021569402089406681 https://twitter.com/i/web/status/2021569402089406681"
X Link 2026-02-11T12:57Z [--] followers, [--] engagements

"Is $ODD a beauty company or a biotech firm 🤔 While competitors fight for shelf space Oddity Labs (via their Revela acquisition) is using AI to discover entirely new molecules like ProCelinyl for hair growth. They aren't just marketing white-labeled goods; they are engineering proprietary biology. In a crowded sector owning the IP on the ingredients is the ultimate moat. #Biotech #Oddity #Innovation #Stocks https://twitter.com/i/web/status/2021954949903536265 https://twitter.com/i/web/status/2021954949903536265"
X Link 2026-02-12T14:30Z [--] followers, [---] engagements

"$ODD Stop calling $ODD a makeup company. Its a biotech firm disguised as a beauty brand. 🧪 While competitors fight over who has the best "Retinol" (a 40-year-old ingredient) Oddity Labs has engineered its replacement: Fibroquin. 🔬 Clinical trials showed Fibroquin delivered 2x the skin elasticity of Retinol in just [--] weeks without the irritation. This isn't white-labeling. This is proprietary IP owned by Oddity (via their Revela acquisition). If they control the molecule they control the margin. #Biotech #OddityTech #Oddity"
X Link 2026-02-13T14:36Z [--] followers, [---] engagements

"9. THE BEAR CASE: THE "DATA BLACKOUT" RISK 🐻 Every long thesis has a risk. For $SMWB it is the "Data Supply Chain." Their "Contributory Network" (the secret sauce) lives on rented land owned by Google and Apple. The Tech Threat: Googles "Manifest V3" update restricts what browser extensions can see. Apples "Private Relay" blocks tracking entirely. The Regulators: Privacy laws (GDPR/US States) make maintaining these user panels harder and more expensive every year. The Risk: If Big Tech tightens the screws too much Similarweb's panel could shrink. If they lose the panel they lose their"
X Link 2026-01-08T16:26Z [--] followers, [---] engagements

"🚨 $ODD Alert 🚨 The stock is taking a beating and its a double whammy of news: [--] Valuation Slash: KeyCorp aggressively cut their Price Target from $70 ➝ $50. [--] Internal Shakeup: A Jan [--] filing revealed CSO Dr. Ido Bachelet is OUT. No direct replacement was named; duties were just "absorbed" by the team. For a brand that sells itself as "Science-Backed" losing the Head of Science + a 30% PT cut is a toxic mix. 📉 #Stocks #Investing $ODD #Oddity https://twitter.com/i/web/status/2009656907535954261 https://twitter.com/i/web/status/2009656907535954261"
X Link 2026-01-09T16:01Z [--] followers, [---] engagements

"$SMWB Everyone is looking for the "Next Nvidia." I am looking for the companies Nvidia needs to survive. AI models are hallucinating. They are running out of training data. The most valuable commodity in [----] isn't chips; it's Truth. Similarweb owns the only "Truth Source" of digital human behavior that isn't behind a walled garden. They aren't just an analytics company anymore. They are a utility provider for the AI economy. The stock is boring right now. The thesis is not. Long $SMWB. #AI #Similarweb https://twitter.com/i/web/status/2009874068296626609"
X Link 2026-01-10T06:24Z [--] followers, [---] engagements

"$PYPL New partnership alert🤝 PayPal and Paychex are teaming up to bring better financial flexibility to employees. With the new integration in Paychex Flex Perks workers can now choose PayPal for direct deposit getting paid up to two days early. 💸 A smart move for financial wellness. #PayPal #Paychex #FinancialWellness https://twitter.com/i/web/status/2009952541912490471 https://twitter.com/i/web/status/2009952541912490471"
X Link 2026-01-10T11:36Z [--] followers, [---] engagements

"2. THE "MAGIC TRICK": HOW $SMWB SEES INSIDE How does Similarweb know what you bought last Tuesday on Amazon They don't "crawl" Amazon (that's impossible for transaction data). They own a Contributory Network. Millions of real people use Similarweb's free apps and browser extensions. In exchange for free utility these users opt-in to share their anonymized browsing activity. This panel data includes the entire journey. It sees the search the product page view the "add to cart" and the final "thank you purchase" page confirmed receipt. This is legal consensual surveillance of the digital"
X Link 2026-01-15T12:28Z [--] followers, [--] engagements

"THE VERDICT Similarweb isn't just helping bloggers find keywords. They are providing the intelligence required to fight the e-commerce wars inside the world's biggest walled gardens. As long as Amazon keeps secrets Similarweb has a business. $SMWB #Amazon #Stocks https://twitter.com/i/web/status/2011777398350496098 https://twitter.com/i/web/status/2011777398350496098"
X Link 2026-01-15T12:28Z [--] followers, [---] engagements

"$SMWB Similarweb is quietly positioning itself as the data backbone for the AI agent economy. The recent Manus partnership is a clear signal: They aren't just a "traffic tool" anymore; they are feeding the models. With the stock down 50% YoY but revenue growing 11% and retention stabilizing the market is pricing this like a legacy SaaS tool rather than critical AI infrastructure. If they execute on Q4 earnings in Feb the current valuation will look like a steal. $SMWB #Similarweb https://twitter.com/i/web/status/2012164595855577219 https://twitter.com/i/web/status/2012164595855577219"
X Link 2026-01-16T14:06Z [--] followers, [---] engagements

"$SMWB If you are still making marketing decisions based on gut feeling you are already behind. Ive been spending a lot of time on Similarweb lately and its a reminder that 'flying blind' is a choice. The ability to peek behind the curtain of a competitors traffic strategy seeing their top referral sources or high-performing keywords is almost like having a cheat code. Its not just about spying; its about benchmarking. You can't improve what you don't measure and you can't win if you don't know the score. If you aren't using market intelligence tools you're betting; you aren't building. $SMWB"
X Link 2026-01-20T05:54Z [--] followers, [---] engagements

"$SMWB Hot take on Similarweb and external traffic tools: Stop obsessing over the exact numbers. I see too many people dismiss data tools because 'the visit count didn't match my Google Analytics.' That is missing the point. Similarweb isn't there to audit your own books; it's there to show you the direction of the wind. The value isn't in the absolute numbers but in the relative trends. Is Competitor X growing while we are flat Did their direct traffic spike after that brand campaign What is the ratio of their paid vs. organic search Use it for directional accuracy and competitive context not"
X Link 2026-01-20T10:37Z [--] followers, [---] engagements

"$ODD The $600M "Free Money" Blueprint 🧬 Most companies are currently paying 5-8% interest on their debt. ODDITY is paying 0%. In mid-2025 they executed a financial masterclass raising $600M in cash with a 0.00% coupon. They effectively borrowed over half a billion dollars for five years without owing a single dime in interest payments. Usually deals like this scare shareholders because of the risk of dilution but the company engineered a brilliant workaround. They purchased "Capped Calls" essentially an insurance policy against their own stock rising. This creates a massive safety zone for"
X Link 2026-01-20T15:09Z [--] followers, [---] engagements

"$ODD The $1 Billion War Chest 🛡 While the market was sleeping ODDITY just reloaded. ODDITY secured a fresh $350M credit facility effectively replacing and expanding their old $200M line. The Details: 🟢 Amount: $350 Million 🟢 Status: 100% Undrawn (Dry Powder) 🟢 Maturity: Jan [----] (5 Years) 🟢 Interest: SOFR + 2.7% (only if used) When you stack this new credit line on top of the cash raised from their 0% notes the picture becomes staggering: ODDITY now has access to OVER $1 BILLION in total liquidity. This signals a shift from defense to offense. They don't need this cash to survive; they"
X Link 2026-01-21T15:24Z [--] followers, [---] engagements

"Stop comparing Similarweb $SMWB to Semrush $SEMR. They aren't even playing the same sport. I see this mistake in my feed every day: "Why buy Similarweb when I can just use Semrush/Ahrefs" If you think they are competitors you fundamentally misunderstand the technology. Here is the technical deep dive on why $SMWB is an "Intelligence" company while $SEMR is an "SEO" tool. 🧵👇 https://twitter.com/i/web/status/2014356097595818350 https://twitter.com/i/web/status/2014356097595818350"
X Link 2026-01-22T15:14Z [--] followers, [---] engagements

"$SMWB Keyword volume tells you what people are searching for. Similarweb tells you where they actually end up. There is a huge difference. I love using the 'Outgoing Traffic' feature to see where users go after they leave a competitor's site. Are they going back to Google (They didn't find the answer). Are they clicking an affiliate link (High commercial intent). Are they going to a specific YouTube channel (They prefer video). Great content strategy isn't just about matching keywords; it's about understanding the journey. Steal the destination not just the topic. #Similarweb $SMWB"
X Link 2026-01-25T08:03Z [--] followers, [--] engagements

"$SMWB Most people use Similarweb to spy on their enemies but the smartest marketers use it to find their friends. If you look at the top referral sources for the biggest player in your niche you aren't just looking at traffic stats. You are looking at a ready-made list of potential partners who already possess your target audience. Cold outreach is difficult but reaching out to a publisher who is already proven to drive thousands of qualified leads to a similar product is just common sense. Stop fighting for attention and start partnering with the sites that already have it. #Similarweb $SMWB"
X Link 2026-01-26T09:35Z [--] followers, [--] engagements

"$SMWB Stop pitching 'solutions' and start pitching 'insights'. There is a massive difference in win rates when you walk into a meeting with Similarweb data in hand versus walking in empty-handed. Instead of asking a prospect 'Who are your main competitors' you can flip the script and show them a slide: 'Current data shows 20% of your audience also visits Nike and they are spending 3x more time on their pricing page than yours.' The moment you bring fresh data to the table the dynamic shifts. You stop being a vendor trying to sell something and start being a partner trying to solve something."
X Link 2026-01-26T14:27Z [--] followers, [--] engagements

"ODDITY 🚨 LONG POST ALERT 🚨 Oddity Tech is arguably the most misunderstood company in the consumer sector today. While the market often dismisses it as a "marketing-heavy makeup brand" a deep dive into its fundamentals reveals a high-margin data engine that is systematically swallowing market share from legacy giants. Here is the comprehensive breakdown of the Oddity Tech thesis. 🧵👇 $ODD #Oddity https://twitter.com/i/web/status/2016171732755685650 https://twitter.com/i/web/status/2016171732755685650"
X Link 2026-01-27T15:29Z [--] followers, [----] engagements

"1. WHAT IS ODDITY TECH Oddity is an Israeli-founded consumer tech platform that builds and scales digitally native beauty and wellness brands. Unlike traditional beauty companies that rely on department store counters and subjective human advice $ODD treats beauty as a data science problem. They operate as a "brand incubator". By the time a product reaches a consumer it has been vetted by AI algorithms that predict demand and efficacy with surgical precision. Their mission is to move the $600B beauty industry from "offline-first" (where 80% of sales still happen) to "online-only" using tech"
X Link 2026-01-27T15:29Z [--] followers, [---] engagements

"2. THE BRANDED ECOSYSTEM: FROM MAKEUP TO MEDICINE Oddity doesn't just launch products; it launches "Category Killers." Each brand is designed to hit $100M+ in revenue within its first [--] months. ✅ IL MAKIAGE Their flagship prestige makeup brand. It is currently the fastest-growing online beauty brand in the U.S. on track to reach a $1 billion annual revenue run rate by [----]. Its "PowerMatch" quiz is the gold standard for digital shade matching. ✅ SPOILEDCHILD Launched in [----] to disrupt the aging and wellness category. It achieved $100M in its first year and is projected to clear $225M in"
X Link 2026-01-27T15:29Z [--] followers, [--] engagements

"5. ODDITY LABS: THE R&D ENGINE This is the heart of the company's "biotech" claim. Located in Israel Oddity Labs is not a marketing department; it's a sophisticated R&D center employing data scientists computer vision experts and molecular biologists. They don't just white-label existing products. They develop proprietary molecules and tech from the ground up. The AI that powers Methodiqs diagnoses and the patented ingredients in SpoiledChild's formulas all originated here. This internal R&D capability is a massive differentiator that allows them to own their IP completely"
X Link 2026-01-27T15:29Z [--] followers, [--] engagements

"6. THE MOAT: "DATA MATCHING" & HYPERSPECTRAL IMAGING Oddity's competitive edge is locked behind proprietary technology that legacy brands cannot easily copy. While others compete on marketing $ODD competes on computational physics. Oddity acquired Voyage81 a deep-tech startup led by former Israeli elite intelligence officers. 🟢 The Tech: Their software allows a standard smartphone camera to act as a hyperspectral sensor without any additional hardware. 🟢 The Capability: It extracts over [--] channels of information from a single RGB photo to "see" beneath the skin mapping melanin hemoglobin"
X Link 2026-01-27T15:29Z [--] followers, [---] engagements

"7. FINANCIALS & VALUATION Oddity is a "Rule of 40" outlier. Their balance sheet is a fortress providing them with immense optionality. 🟢 Revenue: Expected to finish [----] between $806M$809M (up 25% YoY). 🟢 Cash Fortress: As of the last report (Q3 2025) they held $793M in cash. In Jan [----] they further expanded their credit facility to $350M giving them over $1 Billion in total liquidity with zero debt. 🟢 The Disconnect: The stock $ODD currently trades around $35-$36 yet many analyst "Fair Value" estimates sit at $64-$66 (an 80%+ potential upside). 🟢 Buybacks: Management is aggressively"
X Link 2026-01-27T15:29Z [--] followers, [--] engagements

"8. KEY RISKS: THE BEAR ARGUMENT To be objective you must consider the risks: ⚠ Insider Selling In May [----] CEO Oran Holtzman sold $385M in stock. Bears argue he is "cashing out." Bulls argue this was a necessary liquidity event and note that he still retains 23% ownership and majority voting control. ⚠ Platform Reliance Odditys acquisition engine is heavily dependent on Meta (Facebook/Instagram) and TikTok. Any major privacy changes (like iOS 14) or algorithm shifts are a direct threat to their efficiency. https://twitter.com/i/web/status/2016171770366095739"
X Link 2026-01-27T15:29Z [--] followers, [--] engagements

"$ODD Oddity Tech is trading at a massive disconnect from its fair value. Is this the next big tech conglomerate disguised as retail Read my full thesis here👇 #Oddity $ODD ODDITY 🚨 LONG POST ALERT 🚨 Oddity Tech is arguably the most misunderstood company in the consumer sector today. While the market often dismisses it as a "marketing-heavy makeup brand" a deep dive into its fundamentals reveals a high-margin data engine that is systematically https://t.co/KBLvwDPZjz ODDITY 🚨 LONG POST ALERT 🚨 Oddity Tech is arguably the most misunderstood company in the consumer sector today. While the"
X Link 2026-01-28T09:32Z [--] followers, [---] engagements

"$SMWB x Bloomberg. 🤝 Want more Alpha Bloomberg just tapped Similarweb for the answer. 🧠💸 New update to the Terminal ALTD GO integrates Similarweb data directly into the investment workflow. What this means: ✅ Faster "nowcasting" of company KPIs. ✅ Direct access to digital performance metrics. ✅ Deeper conviction for Long/Short strategies. Digital data is no longer "alternative." It's essential. 📊 Huge validation for the platform. 🚀 $SMWB #BloombergTerminal #Similarweb #Trading https://twitter.com/i/web/status/2016519539307970725 https://twitter.com/i/web/status/2016519539307970725"
X Link 2026-01-28T14:31Z [--] followers, [---] engagements

"$SMWB Surveys and focus groups are inherently flawed because people often say what they think you want to hear. Search behavior and traffic data are the only places where consumers are completely honest. When you look at Similarweb data you aren't just seeing clicks. You are seeing raw consumer intent in real time. If you want to know if a recession is actually impacting spending or if a trend is truly dying don't ask people. Look at where they are spending their time online. The browser history of the market tells a much more accurate story than any opinion poll ever could. #Similarweb"
X Link 2026-01-30T10:04Z [--] followers, [---] engagements

"$ODD isn't a beauty company. Its a data company that happens to sell makeup. When you realize the difference the valuation finally makes sense. 💄💻 #Oddity"
X Link 2026-02-01T13:49Z [--] followers, [--] engagements

"$PYPL PayPal reports Q4 earnings tomorrow (Feb 3) before the bell. While Wall Street watches the revenue the degens are watching the transcript. Polymarket has opened a prediction market specifically on keyword mentions during the call. Its an interesting proxy for whether PayPal is doubling down on its "AI identity" or sticking to traditional payment growth. Will "Stablecoin" get more mentions than "Innovation" Will "Agentic Commerce" be the buzzword of the year Tracking these odds gives a unique look at retail vs. institutional expectations. Keep an eye on the numbers but don't ignore the"
X Link 2026-02-02T09:39Z [--] followers, [---] engagements

"$PYPL $PYUSD x Stable This partnership is set to unlock the next generation of commerce: ✅ Innovative payment use cases ✅ Real-world stablecoin adoption ✅ Deep integration into the financial ecosystem Bridging the gap between TradFi and DeFi. 🌉💸 #PYPL #PayPal #Payments #Stable https://twitter.com/i/web/status/2018323267589693618 https://twitter.com/i/web/status/2018323267589693618"
X Link 2026-02-02T13:59Z [--] followers, [---] engagements

"$PYPL PayPal is partnering with NEOPAY to expand cross-border payments for businesses in the UAE 🤝 Combining PayPals global network with NeoPays local expertise to empower merchants - especially SMEs. Its all about SMEs lately for PayPal which makes perfect sense given @acce's area of expertise. 🎯 #PayPal #Fintech $PYPL #UAE #Ecommerce https://twitter.com/i/web/status/2018671563315306662 https://twitter.com/i/web/status/2018671563315306662"
X Link 2026-02-03T13:03Z [--] followers, [---] engagements

"Its time to bring it home @elonmusk . $PYPL just reported a double miss and guided for a decline in [----]. The stock is rudderless and management admits execution is broken. But the assets are undeniable: ✅ 439M Active Accounts ✅ Global Banking Licenses ✅ Braintree & Venmo tech stack X needs a payment engine. PayPal needs a product visionary. Buy it. Delist it. Merge it into X. Complete the circle. The original is waiting. 🔄 #PayPal #X #ElonMusk http://X.com http://X.com"
X Link 2026-02-03T16:11Z [--] followers, [---] engagements

"🚨 Did you miss this Why $ODD is poised for an 80% upside in [----]. 🟢 Biotech R&D (Oddity Labs) 🟢 Telehealth expansion (Methodiq) 🟢 DTC model with 20%+ EBITDA margins I broke down the entire Bull Case. Don't scroll past this one. 👇🧵 #Oddity $ODD ODDITY 🚨 LONG POST ALERT 🚨 Oddity Tech is arguably the most misunderstood company in the consumer sector today. While the market often dismisses it as a "marketing-heavy makeup brand" a deep dive into its fundamentals reveals a high-margin data engine that is systematically https://t.co/KBLvwDPZjz ODDITY 🚨 LONG POST ALERT 🚨 Oddity Tech is"
X Link 2026-02-04T14:36Z [--] followers, [---] engagements

"$PYPL PayPal is officially "rewiring" its global payments stack. 🛠🌍 Jeff Pomeroy (SVP Enterprise Payments) laid out the roadmap: [--] One Unified Platform: A single API integration across US EU & APAC. [--] In-Store Expansion: A massive push into physical retail via the Verifone partnership. [--] VAS: Scaling network tokenization & smart retries. The goal Moving from "processing payments" to becoming critical infrastructure. 📉📈 #PayPal #Fintech #Payments #Verifone https://twitter.com/i/web/status/2019425530550915177 https://twitter.com/i/web/status/2019425530550915177"
X Link 2026-02-05T14:59Z [--] followers, [---] engagements

"SIMILARWEB STOCK INTELLIGENCE 🚨 LONG POST ALERT 🚨 How hedge funds predict earnings before they happen. (Legal Insider Trading 101). Most retail investors wait for the quarterly earnings call to find out if a company is growing. By then it is too late. The smart money has already positioned itself. How They aren't guessing. They are watching the company's digital pulse in real-time. Here is the deep dive on Similarwebs most elite product: Stock Intelligence. 🧵👇 $SMWB #Similarweb https://twitter.com/i/web/status/2019757054156497386 https://twitter.com/i/web/status/2019757054156497386"
X Link 2026-02-06T12:56Z [--] followers, [--] engagements

"🚨 ODDITY Tech Filing Alert $ODD sees continued institutional support. 🏦 FMR LLC (Fidelity) has filed a Schedule 13G/A reporting a 7.0% passive stake in ODDITY Tech. 📊 The Numbers: 🟢 Holder: FMR LLC (Fidelity Management & Research) 🟢 Ownership: [----] Million Class A Shares 🟢 Stake: 7.0% 🟢 Filing Date: Feb [--] [----] Despite recent volatility major asset managers remain positioned in the name. #ODDITY #Stocks #Fidelity https://twitter.com/i/web/status/2020070321022279892 https://twitter.com/i/web/status/2020070321022279892"
X Link 2026-02-07T09:41Z [--] followers, [--] engagements

"$ODD is becoming the most confusing chart in the market. 📉 Business fundamentals: ✅ Rev Growth 24% ✅ Profitable (rare for high-growth tech) ✅ Beating EPS estimates consistently ✅ New lever: Methodiq (telehealth) just launched Stock price: ❌ Near 52-week lows ($30 range) ❌ Trading at 17x P/E despite 20%+ growth The market is pricing this like a broken business but the earnings reports say "growth compounder." Either the market knows something the 10-Qs aren't showing or this is a massive capitulation opportunity before Q4 earnings (Feb 24). Is this a value trap or the easiest swing trade of"
X Link 2026-02-08T07:17Z [--] followers, [--] engagements

"Break the chains of traditional finance. Watch your digital future bloom. $BTC #Bitcoin #Crypto"
X Link 2026-02-08T11:06Z [--] followers, [--] engagements

"Case Study 1: The Hunt Brothers (1979-1980) Three billionaire brothers tried to hedge against inflation by buying all the physical silver. The Run: Silver went from $6 to $50 (+700%) in [--] months. The Peak: Jan [--] [----]. The Psychology: "The Dollar is dying". The crash didn't happen naturally. It was engineered. Regulators (COMEX) panicked. On Jan [--] [----] they introduced "Silver Rule 7". It banned new buy orders. You could only sell to liquidate (close positions). Buying power vanished instantly. With buyers locked out the price collapsed. "Silver Thursday" (March [--] 1980): The Hunts missed a"
X Link 2026-02-09T13:55Z [--] followers, [--] engagements

"Case Study 2: The QE Bubble (2010-2011) Post-2008 crisis the Fed printed trillions (QE). Investors rushed to Silver as a "safe haven" and inflation hedge. The Run: Silver vertical from $18 to $49 (+175%) in [--] months. The Peak: April [--] [----]. Again the exchange stepped in to pop the bubble. They didn't ban buying this time; they just made it too expensive. The CME Group raised margin requirements [--] times in [--] days. Cost to hold a position jumped 84% in barely a week. Leveraged longs were forced to puke their positions. The "May Massacre." In the first week of May [----] alone Silver crashed 30%"
X Link 2026-02-09T13:55Z [--] followers, [--] engagements

"1. The Origin: The Hostile Takeover ⚔ Il Makiage wasn't started by tech bros. It was founded in [----] by Ilana Harkavi a legendary NYC makeup artist. For decades it was a "cult" brand for pros. Enter Oran Holtzman in [----]. He didn't just want to be a franchisee. He bought the entire global brand from Harkavi. He and his sister Shiran Holtzman-Erel stripped it down. They kept the name and the "Pro" quality. They threw out everything else. The Goal: Stop selling makeup like Art start selling it like Software. https://twitter.com/i/web/status/2021225531920802111"
X Link 2026-02-10T14:11Z [--] followers, [--] engagements

"2. The Aesthetic: "High Maintenance" 💅 While the rest of the world (Glossier etc.) was pivoting to "Clean Girl" and "No-Makeup Makeup". Il Makiage went Maximalist. Their branding is aggressive dark and unapologetic. Their slogan "High maintenance is a badge of honor." They realized a massive segment of women felt alienated by the "whisper-quiet" beauty trend. They wanted coverage. They wanted bold. Il Makiage gave them permission to be "Extra." https://twitter.com/i/web/status/2021225534072459461 https://twitter.com/i/web/status/2021225534072459461"
X Link 2026-02-10T14:11Z [--] followers, [--] engagements

"4. The Business of "Free" 📦 How do you get someone to trust an online computer with their face color You remove the risk. The Offer: "Try it for [--] days. Just pay shipping." This relies on two psychological hacks: [--] The Endowment Effect: Once you hold the bottle you value it more. [--] Inertia: Returning a package is annoying. Most people keep it. And the moment you keep it. the Subscription kicks in. (This is where things get messy)"
X Link 2026-02-10T14:11Z [--] followers, [--] engagements

"5. The Dark Side: The "Trap" ⚠ If you search Il Makiage on Reddit or the BBB you will find a war zone. ⚪ The Complaint: Users claim the "Try Before You Buy" flow quietly enrolls them into auto-shipments. Suddenly you have three bottles of foundation and a $90 charge you didn't expect. ⚪ The Lawsuits: They have faced class-action complaints regarding auto-renewal laws and "deceptive" billing. ⚪ The Short Report: In [----] Ningi Research accused them of exaggerating their AI capabilities to justify tech valuations calling the tech "just a decision tree." Despite this their retention rates remain"
X Link 2026-02-10T14:11Z [--] followers, [--] engagements

"6. The Influencer Army (Kenzza) 📸 They don't just pay Kim Kardashian and pray. They built a proprietary platform called Kenzza. They mobilized an army of Micro-Influencers. Instead of polished ads they flood your feed with: ✅ Real women wiping foundation across their face. ✅ Shocked reactions to the color match. ✅ Raw unedited skin textures. They realized that User Generated Content (UGC) converts 10x better than a studio photoshoot. https://twitter.com/i/web/status/2021225542511415602 https://twitter.com/i/web/status/2021225542511415602"
X Link 2026-02-10T14:11Z [--] followers, [--] engagements

"$SMWB Most investors think $SMWB is just a "traffic checker". That is the free version. They are missing the hidden product that Fortune [---] retailers cannot survive without. It allows you to see inside the "Walled Gardens" of Amazon and Walmart tracking cross-shopping and revenue data that competitors go blind on. I am dropping the full breakdown of "Shopper Intelligence" tomorrow. Turn on notifications. 🔔 #Similarweb #Ecommerce #Stocks https://twitter.com/i/web/status/2011502535434256771 https://twitter.com/i/web/status/2011502535434256771"
X Link 2026-01-14T18:15Z [--] followers, [---] engagements

"$SMWB Similarweb is the closest thing marketers have to X-ray vision. 🩻 Too many companies live in a silo looking only at their own Google Analytics. But your internal data only tells you how you are doing. Market intelligence tells you how the market is doing. Context is everything. Don't analyze your growth in a vacuum. $SMWB #Similarweb https://twitter.com/i/web/status/2013864221914583312 https://twitter.com/i/web/status/2013864221914583312"
X Link 2026-01-21T06:40Z [--] followers, [----] engagements

"5. THE INVESTMENT THESIS Why does this matter for the stock Data is the new Oil. In an AI world proprietary data is the only moat. Similarweb isn't selling software; they are selling truth. As long as the market is volatile funds will pay anything for an edge. Similarweb is that edge"
X Link 2026-02-06T12:56Z [--] followers, [--] engagements

"THE VERDICT The next time a stock drops 10% before earnings don't ask "Who leaked the news" Ask "Who was watching the data" $SMWB #Similarweb #Stocks https://twitter.com/i/web/status/2019757068928847873 https://twitter.com/i/web/status/2019757068928847873"
X Link 2026-02-06T12:56Z [--] followers, [--] engagements

"$SMWB Stock is chopping around $7.05 near 52-week lows. The chart looks weak but the business story is shifting. Management is going all-in on Generative AI. They are positioning their massive data lake as "fuel" for LLMs and helping brands with "Generative Engine Optimization" (GEO). Q3 '25 Numbers: ✅ Rev: $71.8M (+11% YoY) ✅ Free Cash Flow: +$3.0M (8th positive qtr in a row) ⚠ Still GAAP unprofitable as they spend on growth. Wall St. sees a disconnect. Average price targets sit at $12.40 (+75% upside). They see deep value where the market sees risk. We need to see if the AI story"
X Link 2026-01-12T14:18Z [--] followers, [---] engagements

"$SMWB BIG MOVE: Similarweb x Manus. 🤝 AI agents can now access trusted market intelligence to automate strategy. But heres the kicker for pros: It allows you to connect your own account. 🔑 While basic users get essential traffic stats (Visits Channels) subscribers can plug in their API key to unlock deep-tier SEO App Intel and granular segmentation for the agents to process. It doesnt replace the platform; it turns your data into action. 📉➡🚀 #Similarweb $SMWB #AI https://twitter.com/i/web/status/2011487091008614674 https://twitter.com/i/web/status/2011487091008614674"
X Link 2026-01-14T17:14Z [--] followers, [----] engagements

"🧵 THE WIDOW-MAKER: Why #Silver Crashes Are Different. Silver just saw its steepest daily decline since [----]. If youre wondering "Is this manipulation" or "Has this happened before" the answer is YES. A deep dive into the two times Silver went parabolic and the exact mechanisms used to crash it. 👇"
X Link 2026-02-09T13:55Z [--] followers, [--] engagements

"Summary for 2026: The "Double-Tap" If you are trading this volatility understand why it crashed on Jan 30: [--] The Spark: The nomination of inflation-hawk Kevin Warsh as Fed Chair spiked the Dollar. [--] The Fuel: The new percentage-based margin system (Jan 2026) meant that as prices fell margin calls grew exponentially larger. [--] The Crash: A 30% drop in one session (Jan 30) is the result of forced liquidation meeting a liquidity vacuum. The $50 curse is broken but the leverage cycle remains undefeated. History rhymes. 📉 #Silver #Commodities #Investing"
X Link 2026-02-09T13:55Z [--] followers, [--] engagements

"ODDITY IL MAKIAGE 🚨 LONG POST ALERT 🚨 From a debt-ridden 1970s artist brand to the most aggressive player in beauty. They track your mouse movements. They know your vein color. And they sold $500M+ of foundation last year without you ever stepping into a store. Here is the deep dive on the Il Makiage brand machine. 🧵👇 $ODD #Oddity https://twitter.com/i/web/status/2021225529383215427 https://twitter.com/i/web/status/2021225529383215427"
X Link 2026-02-10T14:11Z [--] followers, [---] engagements

"7. The Israeli Stronghold Most US customers think this is a digital-only ghost brand. But in Israel Il Makiage is a physical powerhouse. They have 40+ physical boutiques and [--] massive Makeup Academies. This isn't just retail; its their original Data Lab. They use these physical locations and their 50000+ graduates to test new products and "ground-truth" their colors on real faces in Tel Aviv before coding the algorithms that sell them to millions in New York and London. While the world sees a website Israel sees the machine behind it. https://twitter.com/i/web/status/2021225544612753714"
X Link 2026-02-10T14:11Z [--] followers, [--] engagements

"8. The Verdict ⚖ Il Makiage is a masterclass in Arbitrage. They realized the beauty industry was lazy. Retailers (Sephora/Ulta) take 50% of the margin and give zero customer data back to the brand. By cutting out the retailer Il Makiage keeps the margin. They spend that margin on Data and Acquisition. Love the product or hate the billing. They forced the entire beauty industry to stop guessing and start calculating. $ODD #Oddity https://twitter.com/i/web/status/2021225546886128121 https://twitter.com/i/web/status/2021225546886128121"
X Link 2026-02-10T14:11Z [--] followers, [--] engagements

"$ODD Is SpoiledChild the fastest-growing beauty brand of the decade 🚀 Most investors focus on Il Makiage but Odditys second brand SpoiledChild is the real story. 🟢 Velocity: $0 to $100M Revenue in under [--] years. 🟢 Scale: On track to cross $200M in [----]. 🟢 Economics: Profitable since early launch (rare for blitz-scaling brands). This proves Oddity isn't a "one-hit wonder." They have a plug-and-play platform that just launched MethodIQ and is already prepping Brand [--]. #SpoiledChild #Oddity #OddityTech https://twitter.com/i/web/status/2021615712742367291"
X Link 2026-02-11T16:02Z [--] followers, [---] engagements

"🚨 ODDITY Tech Filing Alert (Feb 12) Another banking giant confirms its position. 🏦 Morgan Stanley has filed a Schedule 13G/A reporting an 8.3% stake in ODDITY Tech. 📊 The Details: Holder: Morgan Stanley Position: [----] Million Class A Shares Ownership: 8.3% Filing Date: Feb [--] [----] With Baillie Gifford (16%) Fidelity (7%) and now Morgan Stanley (8.3%) all filing recent updates institutional ownership remains highly concentrated among top-tier firms. #ODDITY #Stocks $ODD https://twitter.com/i/web/status/2022043455455633810 https://twitter.com/i/web/status/2022043455455633810"
X Link 2026-02-12T20:21Z [--] followers, [--] engagements

"$ODD L'Oreal is fighting for shelf space. Il Makiage is winning the algorithm. How a "store-less" brand is outsmarting the legacy giants. 🟢 The "Try Before You Buy" Hack (Conversion Beast) 🟢 Hyperspectral Imaging (Voyage81 Tech) 🟢 The "Kenzza" Micro-Influencer Army Read the full breakdown of the strategy here. 👇🧵 #Oddity ODDITY IL MAKIAGE 🚨 LONG POST ALERT 🚨 From a debt-ridden 1970s artist brand to the most aggressive player in beauty. They track your mouse movements. They know your vein color. And they sold $500M+ of foundation last year without you ever stepping into a store. Here is"
X Link 2026-02-13T12:41Z [--] followers, [---] engagements

"The "Beauty Slump" is real. unless you are $ODD. 📉 vs 📈 Legacy giants like Este Lauder $EL are cutting forecasts and battling tariff headwinds. Meanwhile Oddity is putting up SaaS-like numbers: 🟢 Growth: +26% YoY (Revenue YTD). 🟢 Margins: 23% Adj. EBITDA (Best-in-class). 🟢 Cash: Massive FCF conversion (funding their own buybacks). Why the divergence Legacy brands pay retailers for shelf space. Oddity pays algorithms for users. The DTC model isn't dead; it just needed better tech. #Stocks #EsteeLauder #OddityTech #Oddity https://twitter.com/i/web/status/2022690293309465071"
X Link 2026-02-14T15:12Z [--] followers, [--] engagements

"What exactly is Agentic Commerce In the old world (last year) you were the orchestrator. You searched Google compared prices added to cart and clicked "Pay with PayPal." In Agentic Commerce your AI (ChatGPT Perplexity Gemini) is the orchestrator. You give the intent ("Find me a linen suit for an Italian wedding under $500") and the AI Agent finds the item checks inventory and handles the transaction autonomously. PayPal's job Providing the "handshake" that makes this secure and legal"
X Link 2026-01-24T13:34Z [--] followers, [--] engagements

"The Two Pillars: Store Sync & Agent Ready $PYPL launched two breakthrough services to dominate this space: ✅ Store Sync This allows merchants (from Wix to BigCommerce) to "sync" their entire catalog directly into AI models. This makes products "discoverable" by agents. Instead of SEO for Google its "AEO" (Agent Engine Optimization). ✅ Agent Ready This is the payment layer. It unlocks the ability for millions of merchants to accept payments from an AI agent without any new technical setup. https://twitter.com/i/web/status/2015055553525858503 https://twitter.com/i/web/status/2015055553525858503"
X Link 2026-01-24T13:34Z [--] followers, [--] engagements

"How it Works: The AP2 & A2A Protocols To make this safe PayPal co-proposed the Agent Payments Protocol (AP2) and uses the Agent2Agent (A2A) standard. It uses something called a "Cart Mandate." Think of this as a digital contract. You tell your AI: "You have a mandate to spend up to $300 on headphones." The $PYPL system verifies this cryptographically. The AI agent cant "go rogue" and buy a $10000 watch because the mandate won't allow the transaction to clear. https://twitter.com/i/web/status/2015055556185411885 https://twitter.com/i/web/status/2015055556185411885"
X Link 2026-01-24T13:34Z [--] followers, [--] engagements

"The Massive Partnerships (Google OpenAI Perplexity) $PYPL isn't building a walled garden. They are the open bridge. Google: PayPal now supports Googles Universal Commerce Protocol (UCP). You can soon use PayPal inside Gemini or Google Search "AI Mode" to buy items instantly. Perplexity & Microsoft: Merchants like Abercrombie & Fitch Newegg and Adorama are already live with Store Sync on Microsoft Copilot and Perplexity. OpenAI: Integration with ChatGPT is rolling out allowing the 250M+ weekly users to checkout in-chat via PayPal. https://twitter.com/i/web/status/2015055558630367561"
X Link 2026-01-24T13:34Z [--] followers, [--] engagements

"Recent News: The Cymbio Acquisition Just days ago $PYPL announced the acquisition of Cymbio a Tel Aviv-based multi-channel orchestration platform. This is a massive move. Cymbio helps brands drop their catalogs onto any digital surface instantly. By owning Cymbio PayPal becomes the "on-ramp" for every major retailer to enter the Agentic ecosystem. They now own the tech that sits upstream from the payment. https://twitter.com/i/web/status/2015055562384253426 https://twitter.com/i/web/status/2015055562384253426"
X Link 2026-01-24T13:34Z [--] followers, [--] engagements

"How PayPal Wins (The Revenue Model) How does this scale the bottom line 🟢 Transaction Volume By capturing the "top of the funnel" in AI chats PayPal ensures they aren't bypassed by new AI-native payment rails. 🟢 Merchant of Record PayPal keeps the merchant as the "Merchant of Record" meaning they keep the high-margin processing fees. 🟢 Discovery Fees Through their Advanced Offers Platform merchants can eventually pay to be the "preferred" suggestion when an AI agent searches for a product"
X Link 2026-01-24T13:34Z [--] followers, [--] engagements

"Is $PYPL the Ultimate [----] Value Trap or a Gold Mine 🏦 PayPal is currently trading at a Forward P/E of 10x levels usually reserved for companies in total decline. Yet they still own 45% of the global online payment market. The Bull Case: Agentic Commerce: Their acquisition of Cymbio (Jan 2026) puts them at the center of AI-driven shopping. Buybacks: They are aggressively retiring shares boosting EPS even if top-line growth is modest. Valuation: Priced for failure but delivering consistent earnings beats. Its not a "growth" stock anymore; its a massive cash-flow machine. At $56 the"
X Link 2026-01-25T09:37Z [--] followers, [---] engagements

"$PYPL PayPal at $57 is a glitch in the matrix. 💊 Trading at 10x earnings while putting up double-digit growth That is lower than a utility stock multiple for a global payments giant. The market is obsessing over "unbranded margins" and missing the forest for the trees. When the sentiment shifts the re-rating will be violent. 🚀 #PayPal #Stocks #PYPL https://twitter.com/i/web/status/2013419439400550756 https://twitter.com/i/web/status/2013419439400550756"
X Link 2026-01-20T01:12Z [--] followers, [---] engagements

"$PYPL Usually when a company grows EPS by 40% and reduces share count by 15% the stock price follows. With $PYPL the stock has gone backward. We are witnessing a rare dislocation where sentiment has completely decoupled from math. Either the market knows something catastrophic that the financial statements aren't showing or this is the buying opportunity of the decade. I'm betting on the math. 🧮 https://twitter.com/i/web/status/2014263888896831577 https://twitter.com/i/web/status/2014263888896831577"
X Link 2026-01-22T09:08Z [--] followers, [----] engagements

"The Team & Timeline This isn't a "lab project." It's the core mission. Alex Chriss (CEO): The architect of the "AI-first" pivot. Michelle Gill (EVP): Leading the charge for Small Business and Financial Services. Prakhar Mehrotra (SVP Head of AI): The technical brain behind the interoperability protocols. Timeline: Store Sync: Live now for eligible US merchants (Wix etc.). Agent Ready Payments: Rolling out globally through H1 [----]. https://twitter.com/i/web/status/2015055569581990101 https://twitter.com/i/web/status/2015055569581990101"
X Link 2026-01-24T13:34Z [--] followers, [--] engagements

"3. THE DTC MODEL & UNIT ECONOMICS Odditys Direct-to-Consumer (DTC) model is built for profitability not just "growth at all costs". By cutting out retailers like Sephora or Ulta they capture the full margin. Elite Margins: They maintain a 72.5% gross margin rivaling luxury software companies. The Flywheel: Oddity has over [--] million unique users on its platform. Every interaction (even if it doesn't result in a sale) feeds their data engine. This allows them to retarget customers with "Replenishment" models creating a high-predictability recurring revenue stream. Efficiency: While competitors"
X Link 2026-01-27T15:29Z [--] followers, [--] engagements

"4. THE ACQUISITION ENGINE: KENZZA & THE CREATOR ECONOMY How does Oddity acquire 40M+ users without their CAC exploding like typical DTC brands They don't rely on expensive ad agencies; they built their own content supply chain. KENZZA is Odditys proprietary on-demand platform that manages a massive network of micro-influencers and content creators. Think of it as an "Uber for User-Generated Content (UGC)." Decentralized Scale: Instead of paying a few mega-celebrities millions $ODD leverages tens of thousands of smaller creators to produce a relentless stream of authentic video reviews and"
X Link 2026-01-27T15:29Z [--] followers, [--] engagements

"🚨 BREAKING: New PayPal Downgrade. 📉 Rothschild Redburn has officially downgraded $PYPL to SELL slashing the price target from $70 to $50. The Logic 🤔 They believe the shift to "Agentic Commerce" (AI buying) favors Visa/Mastercard ( $V $MA) over digital wallets. With Morgan Stanley also cutting to $50 yesterday the pre-earnings sentiment is getting heavy. #PayPal #Stocks #Investing $PYPL https://twitter.com/i/web/status/2016513826410168773 https://twitter.com/i/web/status/2016513826410168773"
X Link 2026-01-28T14:08Z [--] followers, [---] engagements

"$PYPL X Cymbio Why PayPals Acquisition of Cymbio is a Masterstroke for the AI Era. 🧠💸 PayPal just confirmed its acquisition of Cymbio a Tel Aviv-based leader in marketplace and drop-ship automation. At first glance it looks like a standard B2B tool acquisition. But look closer and youll see PayPal positioning itself as the infrastructure layer for the next decade of commerce. Here is the breakdown of who Cymbio is and why this matters for the long run. 🧵👇 https://twitter.com/i/web/status/2016877748799578604 https://twitter.com/i/web/status/2016877748799578604"
X Link 2026-01-29T14:15Z [--] followers, [---] engagements

"1. Who is Cymbio 🔗 Founded in [----] Cymbio is a "multi-channel orchestration platform." In simple terms they build the pipes that connect brands to the rest of the world. Their platform automates the messy backend of selling: ✅ Product Data: Standardizing images/descriptions for different retailers. ✅ Inventory: Real-time syncing so you don't sell stock you don't have. ✅ Drop Shipping: Automating order routing between brands and retailers. ✅ Reach: They connect brands to 600+ marketplaces retailers and social channels (e.g. Nordstrom Macy's Farfetch)"
X Link 2026-01-29T14:15Z [--] followers, [--] engagements

"2. The "Agentic Commerce" Play 🤖 This is the real reason for the buy. We are moving from "Search-based Commerce" (Googling a shoe) to "Agentic Commerce" (Asking an AI to "find me the best running shoe under $150 and buy it"). For an AI agent (like Microsoft Copilot or Perplexity) to recommend and sell a product it needs structured real-time data. * It needs to know exactly what is in stock. * It needs high-res images. * It needs a way to route the order back to the merchant. Cymbio is that translator. It takes a merchant's messy internal catalog and turns it into a clean data feed that AI"
X Link 2026-01-29T14:15Z [--] followers, [--] engagements

"$PYPL All eyes are on next week's earnings. While Morgan Stanley recently cut their price target to $50 citing branded checkout concerns the stock is priced for a disaster. What to look for: [--]. Transaction Margins: Are they stabilizing [--]. [----] Guidance: Does the Ads Manager rollout provide a "surprise" lift to the outlook [--]. Buybacks: Is management stepping up to buy the dip. When expectations are this low even "mediocre" news can act as a catalyst for a rally. #PayPal https://twitter.com/i/web/status/2017164340768448694 https://twitter.com/i/web/status/2017164340768448694"
X Link 2026-01-30T09:13Z [--] followers, [---] engagements

"🚨 BREAKING: Trump nominates Kevin Warsh as next Federal Reserve Chair President Trump has officially tapped former Fed Governor Kevin Warsh to succeed Jerome Powell in May. Trump described him as central casting and predicted hed be one of the "GREAT Fed Chairmen." Who is Kevin Warsh Fed Veteran: Served on the Board of Governors (20062011) and was the youngest ever appointee at age [--]. Crisis Management: Was a key liaison to Wall Street during the [----] financial crisis. Wall Street Pedigree: Former Morgan Stanley VP (M&A) and advisor to Stanley Druckenmiller. Policy Shift: Long known as an"
X Link 2026-01-30T14:46Z [--] followers, [--] engagements

"$PYPL Google and Meta see what you search for; PayPal sees what you actually bought. PayPals new Transaction Graph Insights is a direct attack on Googles ad dominance. They have data on 438M peoples actual spending habits across 35M different stores. In [----] PayPal is turning into a data company that processes payments on the side. #PayPal https://twitter.com/i/web/status/2017535805636452475 https://twitter.com/i/web/status/2017535805636452475"
X Link 2026-01-31T09:49Z [--] followers, [--] engagements

"With $ADBE acquiring competitor Semrush for $1.9B recently the digital intelligence sector is heating up. 🔥 Oppenheimer sees $SMWB as "undervalued" at $7.40 keeping an Outperform rating despite cutting the PT to $10. Competitor M&A proves the tech is valuable even if sales cycles are slowing. 🐂 https://twitter.com/i/web/status/2001310170505150877 https://twitter.com/i/web/status/2001310170505150877"
X Link 2025-12-17T15:15Z [--] followers, [---] engagements

"$ODD The disconnect here is getting absurd. The company is currently sitting on $1 Billion in total liquidity (cash + credit) with the bulk of their debt costing them exactly 0% in interest. They have double-digit revenue growth and just launched a major new platform in Methodiq. Yet the stock is trading near 52-week lows around $35 with a valuation compressed to 20x P/E. The market is pricing this like a struggling retailer running out of cash. The balance sheet however shows a tech powerhouse loading up for an acquisition. When the market ignores the math you get paid to wait. Asymmetric"
X Link 2026-01-18T14:56Z [--] followers, [---] engagements

"The Future: A $17.5 Trillion Market Deloitte and Wipro analysts suggest that by [----] Agentic Commerce could drive up to $17.5 trillion in total commerce. We are moving from "Search and Buy" to "Intend and Receive." $PYPL is positioned to be the trust layer for every one of those transactions. https://twitter.com/i/web/status/2015055572140253310 https://twitter.com/i/web/status/2015055572140253310"
X Link 2026-01-24T13:34Z [--] followers, [---] engagements

"$PYPL While everyone is focused on checkout buttons PayPal is quietly launching its Ads Manager. They have data on 438M active users and exactly what they buy. Thats a "closed-loop" data set that even Google and Meta envy. By helping small businesses target customers based on actual purchase history PayPal is moving into high-margin advertising revenue. If Ads Manager scales in [----] were looking at a major "multiple re-rating" for the stock. Don't just watch the transactions; watch the ad spend. $PYPL #PayPal https://twitter.com/i/web/status/2015418151161262552"
X Link 2026-01-25T13:35Z [--] followers, [---] engagements

"$PYPL Most investors still see PayPal as a checkout button. But [----] is the year that narrative changes. The rollout of PayPal Ads Manager is a fundamental business model shift. By leveraging data from 438M active accounts PayPal is doing what even Google can't: connecting an ad directly to a verified purchase across the entire web. The Math: Transaction Margins: Thin and competitive. Ad Margins: Historically 60-80% in the retail media space. As ad revenue becomes a larger slice of the pie we should see a massive "margin expansion" that the market hasn't fully priced in yet. Key Metrics to"
X Link 2026-01-26T05:45Z [--] followers, [----] engagements

"Is $PYPL the "Sleeping Giant" of [----] or just facing more of the same 🏦 With the Q4 earnings call set for tomorrow Feb 3rd investors are laser-focused on PayPal's pivot. We've seen a massive push toward the "PayPal Everywhere" strategy and NFC expansion in Europe but the big question is: How will management frame the future Polymarket has a fascinating event tracking specific mentions during the call. Betting on keyword frequency is a great way to gauge what management is actually prioritizing vs. what the market expects to hear. Current frontrunners for mentions: ✅ E-Commerce ✅ Bank ✅"
X Link 2026-02-02T07:30Z [--] followers, [---] engagements

"🚨 BREAKING: $PYPL CRASHES 14% Q4 Earnings are mixed but [----] Guidance is a disaster. ✅ Rev: $8.68B (+4%) ✅ EPS: $1.23 Adj. (+3%) ❌ [----] Outlook: Profits expected to DECLINE. ❌ CEO Change: Enrique Lores appointed. 📉 Pre-Market: Tanking to $45 (-14%). #PayPal"
X Link 2026-02-03T12:45Z [--] followers, [---] engagements

"PAYPAL AGENTIC COMMERCE 🚨 LONG POST ALERT 🚨 We are witnessing the most significant shift in commerce since the invention of the credit card. The era of "Click-to-Buy" is ending. The era of "Agentic Commerce" is beginning. Under CEO Alex Chriss $PYPL isnt just a payment button anymore. They are building the infrastructure for a world where you never have to visit a website to shop again. Here is the deep dive into PayPals "Agentic Commerce" revolution. 👇🧵 https://twitter.com/i/web/status/2015055548232745021 https://twitter.com/i/web/status/2015055548232745021"
X Link 2026-01-24T13:34Z [--] followers, [---] engagements

"8. THE FINANCIAL FORTRESS (Q3 2025) 📊 Forget the tech hype; look at the bank account. Similarweb has quietly become a "Rule of 40" contender with a fortress balance sheet. Revenue came in at $71.8M (up 11%) but the real story is RPO. Their "Future Money" backlog hit $267.6M a massive 26% jump that screams stability. On top of that they are sitting on $65.5M in cash with zero debt marking their 8th straight quarter of positive Free Cash Flow ($3.0M). Why this matters: In a high-interest-rate world cash is king. Similarweb is self-funding its own AI growth while competitors are taking on debt"
X Link 2026-01-08T16:26Z [--] followers, [---] engagements

"1. THE PROBLEM: WALLED GARDENS If you are Nike selling on Amazon you are flying blind. Amazon gives you a basic dashboard: "You sold 10k pairs of shoes." What Amazon does NOT tell you: ❌ How many shoes Adidas sold. ❌ If the customer looked at Adidas first before buying Nike. ❌ If the customer added Nike to their cart on Amazon but then left and bought it on Nike (for a cheaper price). These are "Walled Gardens." The data goes in but it doesn't come out"
X Link 2026-01-15T12:28Z [--] followers, [---] engagements

"5. WHY THIS MATTERS FOR INVESTORS Why am I bullish on this specific product 🟢 It's Sticky Once a brand starts building their quarterly strategy around this data they cannot turn it off. Churn is incredibly low on these high-tier products. 🟢 It's High Margin Selling this data costs Similarweb almost nothing extra but they charge enterprise-level pricing ($100k+ contracts). 🟢 Zero Real Competition Basic SEO tools (Semrush Ahrefs) cannot do this. They are blocked at the Amazon login screen. Only companies with massive human panels (like $SMWB or Nielsen) can play here"
X Link 2026-01-15T12:28Z [--] followers, [--] engagements

"🚨 Deep Dive: Similarwebs [----] Digital [---] Report Similarweb just released its annual ranking of the fastest-growing digital brands across the US UK Japan and other major markets. The data reveals a massive shift: [----] is the year of AI utility and value hunting. 🤖 The AI Supercycle is Here Generative AI isn't just a niche anymore it is the dominant driver of digital growth globally. 🟢 ChatGPT took the crown as the #1 "Big Winner" across multiple regions. 🟢 US Growth: Web traffic surged +57.5% YoY to 61.4M unique visitors. 🟢 Global App Explosion: Monthly active users skyrocketed in the UK"
X Link 2026-01-25T14:36Z [--] followers, [--] engagements

"$PYPL PayPal's market cap has cratered to $50B while they are aggressively executing a $6B buyback program. Think about that: they are on track to retire nearly 12% of the company in a single cycle. While the "crowd" is panicking about 52-week lows the shrinking share count is quietly supercharging future EPS. You don't bet against a company thats eating itself alive at a 10x P/E. This isn't a sell-off; it's a gift-wrapped gift from the impatient to the rational. #PayPal https://twitter.com/i/web/status/2017514963183538389 https://twitter.com/i/web/status/2017514963183538389"
X Link 2026-01-31T08:27Z [--] followers, [---] engagements

"$PYUSD on @aave. Access on-chain liquidity and real DeFi utility through decentralized lending and borrowing. The bridge between TradFi payments and DeFi yields is open. 🌉💸 #DeFi #Aave #PYPL #PayPal #Crypto PYUSD is live on @aave expanding access to on-chain liquidity and real DeFi utility through decentralized lending and borrowing. PYUSD is live on @aave expanding access to on-chain liquidity and real DeFi utility through decentralized lending and borrowing"
X Link 2026-01-31T13:31Z [--] followers, [--] engagements

"$PYPL PayPal has officially partnered with Paga to finally unlock receiving international payments in Nigeria 🌍💸 For the first time since [----] Nigerians can now: ✅ Receive funds globally via PayPal ✅ Settle directly in Naira ✅ Access the full global network Freelancers and businesses we move 🚀💰 #PayPal #Paga #Fintech https://twitter.com/i/web/status/2017242899050860889 https://twitter.com/i/web/status/2017242899050860889"
X Link 2026-01-30T14:26Z [--] followers, [---] engagements

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