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@LogicalThesis Logical Thesis

Logical Thesis posts on X about $tgen, $glxy, $pubm, $eth the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

X Week XXXXXXX +17%
X Month XXXXXXXXX +76%
X Months XXXXXXXXX +2.30%
X Year XXXXXXXXXX +110%

Mentions: XX #

X Week XXX +0.76%
X Month XXX +90%
X Months XXXXX +7.80%
X Year XXXXX +19%

Followers: XXXXXX #

X Week XXXXXX +3.50%
X Month XXXXXX +5.50%
X Months XXXXXX +30%
X Year XXXXXX +115%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence stocks #5515 finance XXX% cryptocurrencies #1788 technology brands XXXX% currencies XXXX% exchanges XXXX%

Social topic influence $tgen #3, $glxy #19, $pubm #1, $eth 3.26%, $cifr #4, spy #422, $invz #1, $mgni #1, $etha #9, $evlv #1

Top accounts mentioned or mentioned by @sixsigmacapital @nitinkinvests @zastocks @zoomyzoomm @dpinsen @investornick @lukewolgram @connorjbates @parrotcapital @grok @hostilecharts @mike10947310 @dollarcruz @formulacaptial1 @roblentz @investor_nick_ @tylerhardt @richardtip17589 @thecompoundnews @ricedelman

Top assets mentioned Galaxy Digital Inc. (GLXY) Ethereum (ETH) Cipher Mining Inc. Common Stock (CIFR) Magnite, Inc. Common Stock (MGNI) ETHA Lend (ETHA) Teradyne, Inc. (TER) ZetaChain (ZETA) SPDR S&P XXX ETF Trust (SPY) Ampleforth (AMPL) Braze, Inc. Class A Common Stock (BRZE) BILL THE BEAR (BILL) Dawn Protocol (DAWN) SBET (SBET) Okta Inc (OKTA) Grab Holdings Limited Class A Ordinary Shares (GRAB) OpenServ (SERV) Archer Aviation Inc. (ACHR) USDC (USDC) Vertiv Holdings Co (VRT) SuperRare (RARE) Amicus Therapeutics, Inc (FOLD) Celsius Holdings, Inc. Common Stock (CELH) Mario Coin (COIN) Circle Internet Group, Inc. (CRCL) Netflix Inc (NFLX) Interactive Brokers Group, Inc. (IBKR) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Alphabet Inc Class A (GOOGL) TransMedics Group, Inc. Common Stock (TMDX) RAMP (RAMP) Snowflake, Inc. (SNOW) Riot Platforms, Inc. (RIOT) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Dyne Therapeutics, Inc. Common Stock (DYN)

Top Social Posts #

Top posts by engagements in the last XX hours

"@ZaStocks 4K is written (near term) Higher medium term Am long ETHA 21C decent size And ofc other related names"
@LogicalThesis on X 2025-07-14 04:18:20 UTC 31K followers, 2278 engagements

"7/10/25 Portfolio Update (+64.4% YTD vs $SPY +7%) Tech: Software (34%) $MGNI Shares + Calls XXXX% $PUBM Shares + Calls XX% $AMPL XXX% $ZETA Calls XXX% $GENI Calls XXX% $GRAB Calls XXX% Tech: Hardware (28%) $AIP XXX% $GSRT XXX% $INVZ XXX% $CRNC XXX% $FTEK XXX% $SERV XXX% $TER LEAPS X% $ACHR Calls XXX% $EVLV Calls X% Crypto (23%) $GLXY Shares + Calls XXX% $SBET Shares + Calls XXX% $DGXX 3.2%$CIFR 2.9%$BLNE XXX% $ETHA Calls X% $RIOT Calls XXX% $UPXI Calls XXX% $BTCM Calls XXX% $DFDV Calls XXX% Cyclicals: Financials & Housing (9%) $LC Calls XXX% $BLDR Shares + Calls XXX% $FOUR Calls XXX% Bios"
@LogicalThesis on X 2025-07-10 20:59:32 UTC 31K followers, 51.1K engagements

"$CELH if we saw $XX it would be a back the truck up opportunity. Lot of support there (prior resistance + the 20month ma where it's shown support before) I would double my position in a heartbeat"
@LogicalThesis on X 2024-01-28 23:09:33 UTC 30.7K followers, 9154 engagements

"I'm thinking $ETH may still be the best way to play the crypto theme. And I may not own enough. I was thinking about how the best two narratives right now are: 1) $CRCL $USDC stablecoins as a legitimized equal to the USD. $COIN owns XX% of their revenues 2) Base L2 on ethereum which COIN created But COIN has ran a lot Then I think well USDC is on ETH and so is Base. Thus ETH is another way to get exposure to both these major themes without being overextended. Near term pullback is possible"
@LogicalThesis on X 2025-07-21 01:20:05 UTC 31K followers, 12.8K engagements

"@ConnorJBates_ $INVZ also a good name in LIDAR"
@LogicalThesis on X 2025-07-14 23:33:49 UTC 31K followers, 1139 engagements

"Raise 1/3 of your market cap in cash. Pay off the old X% convertible notes. Kick the can down the road Buy back X% of your shares outstanding Collect X% on the rest Why not $BILL"
@LogicalThesis on X 2025-07-21 00:14:07 UTC 31K followers, 2607 engagements

"@Patrykbh1 Nope Could be flying under radar"
@LogicalThesis on X 2025-06-30 13:19:08 UTC 31K followers, XXX engagements

"$TGEN big volume sell off absorbed XX% pullback right down to the 50d and horizontal support Quietly filed an S1 the other day Use of proceeds states: "anticipated expansion into the data center market" They are a $VRT partner at just $150M market cap"
@LogicalThesis on X 2025-07-17 20:29:16 UTC 31K followers, 47K engagements

"@LayinProps Yep same for IBKR but can't do it manually Too time consuming"
@LogicalThesis on X 2025-07-17 02:23:36 UTC 30.4K followers, XXX engagements

"@RichardTip17589 The stock is very cheap no matter how you slice it $230M EV and already at $160M annual revenue run rate in first Q of launch"
@LogicalThesis on X 2025-07-17 21:06:19 UTC 31K followers, XXX engagements

"Few observations from earnings today: 1) $NFLX had a historic run and raised revenue guidance. Stock is only down -XXX% holding up v well 2) $IBKR +5% (health of the investor) 3) $PGY a small cap +25% on 4X volume (positioning is still offsides for small caps) Use this info"
@LogicalThesis on X 2025-07-18 02:56:14 UTC 31K followers, 4464 engagements

"I'm getting really bullish on $ETH I recently listened to a @TheCompoundNews episode with @ricedelman (asset manager of $300B firm) where he is quite bullish on crypto digital assets and blockchain. They spent the hour talking about many topics but the one that stood out to me was the tokenization of real world assets. I have written many articles on this theme with several defi teams like @OndoFinance attempting to tokenize US treasuries. Not only does this allow defi natives to invest in traditional assets but this opens a couple new doors: 1) imagine being able to tokenize the equity of"
@LogicalThesis on X 2025-07-10 02:41:11 UTC 31K followers, 39.5K engagements

"Anyone else think they leak headlines to see how market reacts and if it's bad they just walk it back Lol"
@LogicalThesis on X 2025-07-16 16:11:56 UTC 30.5K followers, 37.7K engagements

"The crazy part about $PUBM is that as a % of market cap and revenue it will see a far greater impact from the $GOOG ruling than $MGNI will $PUBM $650M mcap $MGNI $3.3B mcap I think market is finally starting to wake up. Stock is so cheap + buybacks + same tailwind bigger impact"
@LogicalThesis on X 2025-07-09 18:22:14 UTC 31K followers, 21.7K engagements

"Finished the day XXX% long Cut a few positions Added to a few other existing positions on pullbacks to near moving averages A few positions lost their moving avg ever so slightly - but the volume is low. Gotta give it more room in case it's a shake out Couple examples $BILL $CRNC"
@LogicalThesis on X 2025-07-11 20:05:32 UTC 30.9K followers, 2941 engagements

"We aren't at 2021 levels of stupidity but 2021: X% interest rates enough fiscal stimulus to double our national debt Today: XXXX% rates high fiscal spending but not relatively close Given less liquidity and a high discount rate we could be close to 2021 levels"
@LogicalThesis on X 2025-07-17 14:00:45 UTC 31K followers, 11.5K engagements

"@SixSigmaCapital It's much easier to have immediate reward from a trade when sentiment is positive But I think reward can be far greater with negative sentiment (sentiment is priced into the valuation)"
@LogicalThesis on X 2025-07-20 15:42:21 UTC 31K followers, XXX engagements

"Many stocks I exited in last couple days (specifically high volatility names I was long via calls) floundered for a month that I held them and have now ripped XX% across the board since my exit Love that for me"
@LogicalThesis on X 2025-07-17 14:17:46 UTC 30.7K followers, 3561 engagements

"I'm excited for Q2 earnings wbu So many great small caps still trading for low valuations $LC should be a good one as provisions for credit losses comes back down to trend given less economic uncertainty and boosts EPS. Headwind turned tailwind"
@LogicalThesis on X 2025-07-08 16:57:30 UTC 31K followers, 7484 engagements

"@grok @InvestorMexican @KyleAdamsStocks @jpmontero88 😂😂 this ain't financial advice but I'm going with $PUBM here"
@LogicalThesis on X 2025-07-18 16:58:03 UTC 30.9K followers, XXX engagements

"$TMDX ugly chart while every other stock is ripping. After good Q1 results The h pattern typically plays out lower (dead cat bounce last few days) It's at the neck line If it enters that gap look out below"
@LogicalThesis on X 2025-07-17 19:59:43 UTC 31K followers, 6722 engagements

"Can anyone explain this recent volume in $CIFR"
@LogicalThesis on X 2025-07-21 03:43:07 UTC 31K followers, 5141 engagements

"@YungAds_ Yeah look they'll work But why speculate on big premiums to NAV when you can get leverage on the underlying through calls Btw I think it BMNR is way higher than 2X NAV. I'd confirm that"
@LogicalThesis on X 2025-07-21 02:32:47 UTC 31K followers, XXX engagements

"@zoomyzoomm I'm long BRZE. Stock is too cheap here OKTA is good here too"
@LogicalThesis on X 2025-07-18 02:50:55 UTC 30.6K followers, XXX engagements

"@HostileCharts So why's it going to get curb stomped I can see this pattern but they've been drawing the same thing on the spy and it hasn't done anything. If anything test resistance enough and it'll break I've seen one bear case on XBI from a sharp dude. Besides that idk. Sector is cheap"
@LogicalThesis on X 2025-07-19 00:03:06 UTC 30.9K followers, XXX engagements

"@StockSavvyShay Probably more bullish $ETH given $USDC is on ERC-20"
@LogicalThesis on X 2025-07-17 20:51:56 UTC 30.7K followers, 1168 engagements

"So what's up with $ZETA Is this legit Bc if it is this thing is pretty cheap. No clue why they are doing so much better than $RAMP other than saying they are AI-powered"
@LogicalThesis on X 2025-07-21 03:15:23 UTC 31K followers, 6564 engagements

"@Mike10947310 I should probably own $SNOW or if I could databricks given I see where data is going I just wish it was a smaller company which is more in my wheelhouse Even then probably a mega cap eventually"
@LogicalThesis on X 2025-07-19 18:00:58 UTC 31K followers, 1717 engagements

"I feel confident in my allocations of core positions Exposure outside of core positions -Crypto: $CIFR $RIOT $UPXI $GLXY $ETHA $BLNE -Other trades: $GRAB $ACHR $BILL $ZETA Core positions I own in purely options (no shares): $FLGT $GENI $TER $BHVN"
@LogicalThesis on X 2025-07-15 13:25:46 UTC 30.9K followers, 6459 engagements

"Stocks I don't own due to loss of technical momentum but like fundamentally Software $OKTA $BRZE $GTLB $ZETA $GENI Bios $RARE $RGNX $QURE $CLPT $FLGT $DYN"
@LogicalThesis on X 2025-07-15 22:16:54 UTC 31K followers, 10.4K engagements

"@beaker45 @Mike10947310 Their SBC is shrinking as a % of revenue which is all that matters You have to take a long term view It will not scale with revenues"
@LogicalThesis on X 2025-07-19 19:02:13 UTC 31K followers, XX engagements

"@SixSigmaCapital I think some of the greatest mispricings are in the bios. Sector as a whole has hair on it so no one is buying any of them. But individual names have shown they can work even amid a bad backdrop Imagine the backdrop improves Sentiment improves technicals follow"
@LogicalThesis on X 2025-07-20 15:45:09 UTC 31K followers, XXX engagements

"Hey @grok which of my followers interacts with me the most (like/repost/comment)"
@LogicalThesis on X 2025-07-18 16:57:10 UTC 31K followers, 5706 engagements

"@ssmith3088 I wish you the best of luck but I gotta admit I think this is a pretty bad portfolio. It's heavily concentrated on the fintwit group think"
@LogicalThesis on X 2023-12-10 20:14:42 UTC 30.3K followers, XXX engagements

"The morning after I posted this I took the conservative $ETHA options As much time as available (Dec) and ATM +74% in a week not too shabby In decent size as well Enough size where I was willing to hold it through and exercise at the end to have a massive $ETH position"
@LogicalThesis on X 2025-07-16 18:55:28 UTC 31K followers, 5766 engagements

"@JoashReid1 I'm in LC That's my pick More conservative Same tailwind"
@LogicalThesis on X 2025-07-18 03:26:19 UTC 30.6K followers, XXX engagements

"@nitinkinvests So just playing it through DEFT I'm an idiot and didn't stick to UPXI cuz I heard there was some off things about the co Had no conviction so I got shaken out"
@LogicalThesis on X 2025-07-19 17:57:24 UTC 30.9K followers, XXX engagements

"30K followers Unreal. Thank you all so much for following along on my investing journey. I appreciate all the engagement. Let's keep improving together and grow this community. We all have the same goal: to prosper. Love you all and have a blessed weekend"
@LogicalThesis on X 2025-07-18 18:47:18 UTC 31K followers, 10.9K engagements

"I hear you I participated in most cycles in the last 5y I know how the game goes But this time is a little different imo Institutional flows is changing the game hence why BTC has flourished this cycle while most coins haven't And now eyes set on ETH given Tom Lee & stablecoins & "Internet narratives" SOL doesn't have that narrative. It doesn't have that level of interest. While institutional investors may speculate. Buying eth is already far enough out on the risk curve and it is far more established. Retail can make silly things happen and SOL isn't that large a market cap but you'll be"
@LogicalThesis on X 2025-07-19 17:18:11 UTC 30.9K followers, XXX engagements

"Investing is a lot less exciting without leverage😂 back to boring Boring is fine Should find my excitement elsewhere I probably got conservative X week/1mo early but right in time for earnings szn"
@LogicalThesis on X 2025-07-17 14:50:37 UTC 30.4K followers, 2546 engagements

"I've defined performance in the past and I've had posts on it The above is calculated using modified dietz method which is a money weighted return for all my portfolios (taxable and two IRAs which are tiny sums) The screenshots I post are based on TWR which is IBKR default. And that's for my main taxable account (most assets) This is my total portfolio return"
@LogicalThesis on X 2025-07-16 21:48:30 UTC 30.5K followers, XXX engagements

"@ManthanTweets1 @smallmidcaps They mentioned it at a Morgan Stanley conference last year actually Think in May"
@LogicalThesis on X 2025-07-17 21:00:20 UTC 30.4K followers, XXX engagements

"7/4/25 Portfolio Update (+61.2% YTD vs $SPY +7%) Adtech (23%) $MGNI shares + LEAPS XXXX% $PUBM XXX% Software (11%) $BRZE XXX% $AMPL XXX% $GENI LEAPS XXX% Tech / Datacenter (13%) $FTEK XXX% $AEHR XXX% $TGEN XXX% $EVLV Calls XXX% $GSRT XXX% Autonomy (16%) $AIP XXX% $CRNC XXX% $VLN XXX% $INVZ XXX% $SERV XXX% Crypto / Datacenter (17%) $GLXY shares + calls XXX% $DGXX XXX% $CIFR XXX% $SBET X% $BLNE XXX% $RIOT Calls XXX% Cyclicals (13%) $LC LEAPS XXX% $SEDG shares + LEAPS XXX% $BLDR shares + LEAPS XXX% $NU LEAPS XXX% Bios (54%) $PSNL XXX% $CLPT XXX% $FLGT Calls XXX% $HROW XXX% $FOLD XXX% $SNDX 3.4%"
@LogicalThesis on X 2025-07-04 19:39:20 UTC 31K followers, 65.5K engagements

"Took the win on $SBET shares Not bad for X week return I still have Jan 10/25 call spreads Will let them rip Am still bullish $ETH so I also have $ETHA calls and good $GLXY exposure"
@LogicalThesis on X 2025-07-11 17:45:39 UTC 31K followers, 4099 engagements

"@nitinkinvests I gotta read up on these more Can you point me to anything"
@LogicalThesis on X 2025-07-19 18:12:09 UTC 30.9K followers, XXX engagements

"Anyone like $BILL and could share a write up It's very cheap and interesting Just trying to increase my conviction"
@LogicalThesis on X 2025-07-21 01:21:07 UTC 31K followers, 6005 engagements

"7/16/25 Portfolio Update (+58.1% YTD vs $SPY +6.8%) Tech (47%) $PUBM XXX% $GSRT XXX% $AIP X% $MGNI X% $OKTA XXX% $BRZE XXX% $TGEN XXX% $AMPL XXX% $EVLV XXX% $INVZ XXX% $TER Calls X% $LC Calls X% $FTEK XXX% Crypto (11%) $GLXY XXX% $ETHA Calls XXX% $CIFR XXX% Bios (42%) $PSNL XXX% $DAWN XXX% $SNDX XXX% $ARQT XXX% $HROW XXX% $FLGT XXX% $FOLD XXX% $BFRI XXX% $RPID XXX% $NKTR XXX% $SCPH X% $WVE XXX% +51.3% outperformance vs $SPY I made enough changes that I felt it warranted another portfolio update. I delevered and degrossed further. I am now down to XXX% long and X% margin. I now have minimal"
@LogicalThesis on X 2025-07-16 21:15:06 UTC 31K followers, 45.2K engagements

"Pretty insane you can just borrow $ for X% for 5+ years and only worry about it if your stock price rises by XXX% lol $BILL"
@LogicalThesis on X 2025-07-21 00:09:12 UTC 31K followers, 4086 engagements

"Ugly day -XXX% It is what it is As I've said many times: conquer your fears and emotions. Stomach volatility to achieve greatness"
@LogicalThesis on X 2025-07-11 19:57:03 UTC 30.9K followers, 9980 engagements

"Anyone have thoughts on such high short interest on $SNDX It's only gone up as price went lower I love a good offside positioning story and the stock is very cheap. Has the same look as $DAWN on the chart"
@LogicalThesis on X 2025-07-17 20:46:11 UTC 31K followers, 3209 engagements

"7/18/25 Portfolio Update (+64.9% YTD vs $SPY +7.3%) Tech (72%) $PUBM Shares + Calls XX% $MGNI XXX% $TGEN XXX% $BRZE Shares + Calls XXX% $OKTA Shares + Calls XXX% $AIP Shares + Calls XXX% $AMPL Shares + Calls XXX% $EVLV XXX% $GSRT XXX% $INVZ XXX% $FTEK XXX% $LC Calls XXX% $TER Calls XXX% Crypto (12%) $GLXY XXX% $ETHA Calls XXX% $CIFR XXX% Bios (56%) $PSNL XXX% $DAWN XXX% $ARQT XXX% $NKTR XXX% $RPID XXX% $SNDX XXX% $BFRI XXX% $HROW XXX% $FLGT XXX% $FOLD XXX% $SCPH XXX% $KURA X% $WVE XXX% Cash -XXXX% +57.6% outperformance vs $SPY This week I was starting to feel the stress of managing way too"
@LogicalThesis on X 2025-07-18 21:44:18 UTC 31K followers, 21.8K engagements

"Man - this write up was chefs kiss Read it back now after 2mo. "Market gonna push much higher into end of June. Large caps chug along while rally broadens to higher beta""
@LogicalThesis on X 2025-07-19 18:33:59 UTC 31K followers, 7104 engagements

"Just realized I had a formatting issue on the crypto bucket $CIFR $BLNE Look at all those calls and exposure Then go look at crypto right now"
@LogicalThesis on X 2025-07-10 21:40:31 UTC 31K followers, 2763 engagements

"7/15/25 Portfolio Update (+54.5% YTD vs $SPY +6.4%) Core Holdings (65%) $MGNI Shares + LEAPS XXXX% $PUBM Shares + Calls XXXX% $AIP XXX% $GSRT XXX% $TGEN XXX% $AMPL XXX% $FTEK X% $INVZ X% $LC LEAPS XXX% $EVLV XXX% $TER Calls XXX% Crypto (15%) $CIFR XXX% $GLXY X% $BLNE XXX% $ETHA Calls XXX% Bios (48%) $PSNL XXX% $DAWN XXX% $ARQT X% $SNDX XXX% $HROW XXX% $RPID XXX% $BFRI X% $NKTR XXX% $FOLD XXX% $WVE XXX% $SCPH XXX% $BHVN Risk Reversal -XXX% Cash -XXXX% +48.1% outperformance vs $SPY I cut MANY positions and options in my portfolio and reduced a ton of leverage. Now XXX% long but also reduced a"
@LogicalThesis on X 2025-07-15 21:26:37 UTC 31K followers, 46.5K engagements

"@nitinkinvests I'm thinking ETH makes new ATHs and then some this cycle so I haven't trimmed any ETHA yet Did you ever write up DEFT I'd like to build some conviction without it being shady"
@LogicalThesis on X 2025-07-19 16:52:27 UTC 31K followers, XXX engagements

"I will likely regret it but I exited $TGEN +220% profit in a couple months On so much margin had to take it"
@LogicalThesis on X 2025-07-08 17:32:37 UTC 30.7K followers, 12.6K engagements

"@HostileCharts Of course But specifically XBI has been in a 5y bear market Nobody wants to touch this sector. Even specialists are throwing in the towel. It might be the most shorted sector. I think the outlook is better than consensus and eventually the offsides positioning will unwind"
@LogicalThesis on X 2025-07-19 16:55:34 UTC 30.9K followers, XX engagements

"I'm done trading stocks that aren't meant for me Doesn't matter how good the technical set up if I can't hold through volatility (low fundamental conviction)"
@LogicalThesis on X 2025-07-20 15:06:18 UTC 31K followers, 11.6K engagements