@LuckZero Unlucky Millionaire

Unlucky Millionaire posts on X about ai, $clbt, software, $hubs the most. They currently have [--] followers and [--] posts still getting attention that total [-------] engagements in the last [--] hours.

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[--] Week [---------] +29,350%

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Social Influence

Social category influence finance stocks technology brands cryptocurrencies countries automotive brands

Social topic influence ai, $clbt #2, software #3459, $hubs #15, growth, $now #96, business, $crm #153, stocks, market

Top accounts mentioned or mentioned by @blondesnmoney @briansoteli @cnbc @dutchinvestors @lordfed @timjosling @waynem159 @awealthofcs @mayhem4markets

Top assets mentioned Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) HUBSPOT, INC. (HUBS) Now Coin (NOW) Salesforce Inc (CRM) Intuit Inc. (INTU) Microsoft Corp. (MSFT) Figma, Inc. (FIG) Amazon.com, Inc. (AMZN) Metadium (META) Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX) Axon Enterprise, Inc. (AXON) Ridotto (RDT) Fair Isaac, Corp. (FICO) Tesla, Inc. (TSLA)

Top Social Posts

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

"$CLBT is my single largest holding. loaded the boat all week. Now up to over $50k Highest conviction set up I've seen in a long time. There's a massive series of hardware/trust/regulatory moats in this business that "AI disruption" simply can't touch"
X Link 2026-02-14T00:02Z [--] followers, [---] engagements

"Add $CLBT to the list. Protected by a strong hardware moat that AI can't touch - cracking into physical devices. Also enjoys regulatory barriers to entry. Securing approval to sell software to the federal government is a 2+ year process. No chance of AI disruption and yet the shares are down 50% despite revenues growing 20% YOY I bot the dip https://twitter.com/i/web/status/2022463570680725831 https://twitter.com/i/web/status/2022463570680725831"
X Link 2026-02-14T00:11Z [--] followers, [---] engagements

"Investors who can look through the noise and focus on fundamentals will be rewarded . A list of companies that are growing revenues at 20% trading near their lowest valuations on record and have clear moats to prevent "AI disruption" . $HUBS $CLBT $NOW $FIG Despite AI fears software revenue growth is actually improving https://t.co/MWDqgrCwcL Despite AI fears software revenue growth is actually improving https://t.co/MWDqgrCwcL"
X Link 2026-02-14T18:23Z [--] followers, [---] engagements

"The bull thesis for SAAS stocks in a nutshell $CRM $HUBS $NOW will look like generational mispricing events in hindsight AI wiLL RePlAcE eVeRy WhItE cOllAr JoB https://t.co/rZEZKJKJUX AI wiLL RePlAcE eVeRy WhItE cOllAr JoB https://t.co/rZEZKJKJUX"
X Link 2026-02-15T16:23Z [--] followers, [---] engagements

"@DutchInvestors $CLBT is the easiest lay up opportunity amidst this sell off"
X Link 2026-02-15T15:15Z [--] followers, [--] engagements

"Where's the cash flow That's what investors will soon be asking the MAG-4 $AMZN $META $GOOG and $MSFT The AI revolution is eviscerating their free cash flow which is on track to collapse by over 70% this year . America's tech giants are no longer capital-light cash compounders. They're turning into the functional equivalent of telecoms. https://twitter.com/i/web/status/2023139142524142052 https://twitter.com/i/web/status/2023139142524142052"
X Link 2026-02-15T20:55Z [--] followers, [---] engagements

"This is one of those rare moments where Mr. Market hands out a generational wealth building opportunity by tossing the world's best businesses into the bargain bin Here's the portfolio I've been building in the past few days that will eventually turn my $400k account into over $1 million: Axon Enterprises $AXON Cellebrite $CLBT Fair Isaac $FICO Intuit $INTU Netflix $NFLX Reddit $RDT S&P Global $SPGI All sold off on irrational fears of "AI Disruption" . but each one has one or more wide and durable moats around its business that make AI a virtually nonexistent threat The opportunity is right"
X Link 2026-02-12T04:27Z [--] followers, [--] engagements

"@blondesnmoney Idk about the whole group but $CLBT is the easiest no-brainer long in this market. Growing at 20% per year 30% free cash flow margins and protected by a hardware moat that AI can't touch. I bought the dip"
X Link 2026-02-14T00:06Z [--] followers, [--] engagements

"@lord_fed $CLBT bottom is in . Protected by a hardware moat that AI can't touch (cracking physical devices for law enforcement data extraction) Bot the dip"
X Link 2026-02-14T00:08Z [--] followers, [--] engagements

"@BrianSOTELI Gotta be a floor purely based on takeout value Management has truly screwed shareholders for the past [--] years but that can all change with the right leadership"
X Link 2026-02-14T18:36Z [--] followers, [---] engagements

"@TimJosling @wayne_m159 Even the $TSLA ain't surviving this one my man"
X Link 2026-02-15T22:12Z [--] followers, [---] engagements

"Cellebrite $CLBT - the global leader in digital forensics software. They crack into physical devices and help law enforcement agencies extract analyze and prepare court-ready evidence reports from digital devices (smartphones computers flash drives and now drones with their latest acquisition). Locked in customer base with no viable alternative. 20% revenue growth 33% free cash flow margins minimal stock comp and currently trading at EV/FCF of 15x. What its AI proof: Proprietary Hardware: The data running through $CLBTs software isnt available to LLMs. It uses proprietary hardware (like the"
X Link 2026-02-14T17:05Z [--] followers, [--] engagements

"$HUBS is down 75% in the last year and yet it just reported the following in its Q4 results. A 20% YOY increase in revenue to $846 million 27% increase in billings and 28% growth in free cash flow to $204 million - all metrics hitting new record highs Also added [-----] new customers to reach [------] (new record high) while net revenue retention improved to 105% in Q4 up from 103% earlier in the year indicating successful upselling and reduced churn At a valuation of 13x EV to FCF Mr. Market is pricing the stock as if it were a melting ice cub on the brink of extinction Does this look like a"
X Link 2026-02-12T01:22Z [--] followers, [---] engagements

"$CLBT finally getting some love . few appreciate just how durable the moat is around this business. Deutsche Bank's views on the discount in SaaS stocks. [--]. Software Sector Over-Discounted on AI: Stocks down over 20% YTD with 21% multiple compression; DB identifies $CLBT $CRM $INTU $NOW as compelling Buys using GenAI resilience scorecard and valuation metrics (GAAP EPS/FCF https://t.co/Nkmt62AOs7 Deutsche Bank's views on the discount in SaaS stocks. [--]. Software Sector Over-Discounted on AI: Stocks down over 20% YTD with 21% multiple compression; DB identifies $CLBT $CRM $INTU $NOW as"
X Link 2026-02-13T21:40Z [--] followers, [---] engagements

"@awealthofcs The end of the world was really the end of the dollar Buffett benefitted from one of the greatest devaluation events in history by owning assets and effectively going short the dollar for decades Few"
X Link 2026-02-15T17:14Z [--] followers, [---] engagements

"@Mayhem4Markets Yep. the pushback will come when investors start questioning why they're paying up for businesses where FCF is trending towards zero with no recovery in sight"
X Link 2026-02-15T22:11Z [--] followers, [----] engagements

"@blondesnmoney There's also a world where AI is real but those engaging in a capex arms race don't accrue any of the benefits . it all ends up with a race to the bottom in pricing and a consumer surplus at the expense of ROIC"
X Link 2026-02-16T17:41Z [--] followers, [---] engagements

"What you're referring to is conceptual awareness of real-world constraints and trade offs outside the context window of the "autocomplete" structure baked into the DNA of LLMs. The models will never walk up the curve because at the end of the day they're simply prediction algorithms. Sophisticated yes but inherently limited by their very design. https://twitter.com/i/web/status/2023453050824724750 https://twitter.com/i/web/status/2023453050824724750"
X Link 2026-02-16T17:42Z [--] followers, [--] engagements

"Here's a hint: AI cannot in fact do anything Saved you a click What work will humans do when AI can do anything I explore this question in my latest post AI and the Economics of the Human Touch https://t.co/eUELXcvVbq What work will humans do when AI can do anything I explore this question in my latest post AI and the Economics of the Human Touch https://t.co/eUELXcvVbq"
X Link 2026-02-17T00:15Z [--] followers, [--] engagements

"What work will humans do when AI can do anything I explore this question in my latest post AI and the Economics of the Human Touch https://open.substack.com/pub/agglomerations/p/economics-of-the-humanr=2bcce&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/agglomerations/p/economics-of-the-humanr=2bcce&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-02-09T13:24Z 90.4K followers, 109.4K engagements

"Someone should tell him about the #oil futures market You could make a lot more than 5x if this scenario plays out JUST IN: An account on Polymarket has bet $64000 that the United States will attack Iran. They will win $240000 if it happens by the end of the month. This user previously won $278K by betting on Israeli strikes on Iran. https://t.co/Q2ZFlz4pZd JUST IN: An account on Polymarket has bet $64000 that the United States will attack Iran. They will win $240000 if it happens by the end of the month. This user previously won $278K by betting on Israeli strikes on Iran."
X Link 2026-02-16T21:56Z [--] followers, [--] engagements

"JUST IN: An account on Polymarket has bet $64000 that the United States will attack Iran. They will win $240000 if it happens by the end of the month. This user previously won $278K by betting on Israeli strikes on Iran"
X Link 2026-02-16T20:12Z 414.1K followers, 90.7K engagements

"Few. far too few The BIGGEST lie in AI LLMs right now is It learns. We are confusing a Context Window with a Brain. They are not the same thing. The cold reality is that AGI is much further away than the hype suggests. [--]. The "Read-Only" Problem Your brain physically changes when you learn. The BIGGEST lie in AI LLMs right now is It learns. We are confusing a Context Window with a Brain. They are not the same thing. The cold reality is that AGI is much further away than the hype suggests. [--]. The "Read-Only" Problem Your brain physically changes when you learn"
X Link 2026-02-16T17:50Z [--] followers, [--] engagements

"The BIGGEST lie in AI LLMs right now is It learns. We are confusing a Context Window with a Brain. They are not the same thing. The cold reality is that AGI is much further away than the hype suggests. [--]. The "Read-Only" Problem Your brain physically changes when you learn. Synapses fire pathways strengthen. You evolve. An LLM is a read-only file. Once training finishes that model is stone cold frozen. It never learns another thing. When you correct it it doesn't "get smarter." It just pretends to agree with you for the duration of that specific chat session. Close the tab and the lesson is"
X Link 2026-02-16T07:23Z 88.2K followers, 74.4K engagements

"AI Will Eventually Eat The Hyperscalers For decades the formula for market-beating returns was simple: minimize physical assets and capital intensity. Americas technology giants were the masters of this playbook. Their most valuable http://x.com/i/article/2023409358684524544 http://x.com/i/article/2023409358684524544"
X Link 2026-02-16T15:02Z [--] followers, [--] engagements

"AI wiLL RePlAcE eVeRy WhItE cOllAr JoB"
X Link 2026-02-14T17:24Z [----] followers, 4M engagements

"Despite AI fears software revenue growth is actually improving"
X Link 2026-02-13T19:41Z [----] followers, [----] engagements

"Deutsche Bank's views on the discount in SaaS stocks. [--]. Software Sector Over-Discounted on AI: Stocks down over 20% YTD with 21% multiple compression; DB identifies $CLBT $CRM $INTU $NOW as compelling Buys using GenAI resilience scorecard and valuation metrics (GAAP EPS/FCF SBC multiples). [--]. Barriers to Exit Drive Disruption Risk: Primary factor determining resilience; lower scores (retention rates data moats ecosystem strength) signal higher AI disruption vulnerability overriding product innovation focus. https://twitter.com/i/web/status/2022330768337383425"
X Link 2026-02-13T15:23Z 252.4K followers, 52.8K engagements

"Why I bought $22000 worth of $ADYEY stock today. Adyen is one of the world's highest quality payments companies and is now trading at a record low valuation of just 22x forward EPS What I like about the business: it's a secular market share gainer growing reliably at 20% annually. It also has one of the leanest cost structures of any payments company. This is a testament to the ownership culture. The insiders/founders are incentivized by stock ownership not reckless comp plans (everyone at the company including the CEO makes less than $1M in total comp each year) That's how the business"
X Link 2026-02-12T15:44Z [--] followers, [---] engagements

"Checking in on quantum stock drawdowns. $QMCO -76% $RGTI -72% $ARQQ -72% $QUBT -67% $IONQ -60% $QBTS -58% Will never understand why people gamble on worthless meme stocks when the market offers you no-brainer opportunities Like buying $HUBS last night at 13x FCF after reporting a blow out quarter Stop gambling start compounding"
X Link 2026-02-12T15:28Z [--] followers, [--] engagements

"Info for your local pod boi: software engineering is more than whipping out a V1.0 in Claude Disrupting $CRM $HUBS and $NOW is only happening in the hive mind of fintwit Orlando Bravo: R&D spend - 80% of those people have nothing to do with writing code: architecting technical requirements of customer workflow wrapping with cyber security governance etc. on @CNBC Orlando Bravo: R&D spend - 80% of those people have nothing to do with writing code: architecting technical requirements of customer workflow wrapping with cyber security governance etc. on @CNBC"
X Link 2026-02-12T04:34Z [--] followers, [--] engagements

"Orlando Bravo: R&D spend - 80% of those people have nothing to do with writing code: architecting technical requirements of customer workflow wrapping with cyber security governance etc. on @CNBC"
X Link 2026-02-11T16:51Z 84K followers, 11.9K engagements

"We're at the stage where fundamentals don't matter. SAAS stocks are getting hammered on 20% + revenue growth margin expansion and record high retention rates The pod boys just want out at any cost Any kind of information-based business with a stock down 30% over the last several weeks is going to have to show revenue growth acceleration (AI winner/immune) or a path to cost cuts/margin expansion. I dont really think theres a third option for management teams. Any kind of information-based business with a stock down 30% over the last several weeks is going to have to show revenue growth"
X Link 2026-02-12T03:13Z [--] followers, [--] engagements

"Any kind of information-based business with a stock down 30% over the last several weeks is going to have to show revenue growth acceleration (AI winner/immune) or a path to cost cuts/margin expansion. I dont really think theres a third option for management teams"
X Link 2026-02-11T16:19Z 104.8K followers, 18.7K engagements

"Exactly. what few people outside of the software world understand is writing source code is 2% of the problem. The other 98% - the part AI can't do - is maintenance security audits and systems design/integration. Why do you think companies like $MSFT $CRM $ADBE and others have thousands of engineers on staff despite the basic user functionality not changing much year-to-year They handle all the stuff that [--] yr old Timmy and his doormates can't do with a Claude Pro subscription. Software bears are going to be shocked to discover that free open source alternatives to every major software"
X Link 2026-02-12T02:39Z [--] followers, [--] engagements

"Software bears are going to be shocked to discover that free open source alternatives to every major software company were available long before AI"
X Link 2026-02-11T18:15Z [----] followers, 133.8K engagements

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