@NickNemo17 Nick Nemeth (Mispriced Assets)
Nick Nemeth (Mispriced Assets) posts on X about $azrh, $xnet, josh, $cohr the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +38%
- [--] Month [-------] +48%
- [--] Months [-------] +349%
- [--] Year [-------] +422%
Mentions: [--] #
- [--] Week [--] -3.10%
- [--] Month [---] +7.30%
- [--] Months [---] +301%
- [--] Year [---] +224%
Followers: [-----] #
- [--] Week [-----] +3.90%
- [--] Month [-----] +21%
- [--] Months [-----] +171%
- [--] Year [-----] +417%
CreatorRank: [---------] #
Social Influence
Social category influence finance 25.49% stocks 20.59% cryptocurrencies 12.75% technology brands 8.82% social networks 4.9% exchanges 1.96% celebrities 1.96% financial services 0.98% countries 0.98% fashion brands 0.98%
Social topic influence $azrh #3, $xnet 9.8%, josh #2912, $cohr 8.82%, $crsr #17, $rail #6, $jfin 5.88%, kevin warsh 5.88%, ceo 4.9%, $kspi 4.9%
Top accounts mentioned or mentioned by @oilmutt @realscotttrades @youtube @joinyellowbrick @visionoilandgas @opinioncasino @getmeoittajere @appbasinlandman @rektonarrival @nickelsolana @biancoresearch @grok @coyotekn0wsbest @john_chungus_5 @endeavoreleven @michaeljburry @johnchungus5 @permiog @dmitrithasheep @otcmarkets
Top assets mentioned XNET Mobile (XNET) Coherent Inc (COHR) Corsair Gaming, Inc. (CRSR) Railgun (RAIL) Kaspi.kz Joint Stock Company (KSPI) QXO, Inc. Common Stock (QXO) Oscar Health, Inc. (OSCR) ASE Technology Holding Co., Ltd. (ASX) WEBTOON Entertainment, Inc. (WBTN) KLA Corp (KLAC) TTM Technologies Inc (TTMI) Teladoc Health, Inc. (TDOC) Bitcoin (BTC) Pinterest, Inc. (PINS) Hyperliquid (HYPE) Litentry (LIT) Alphabet Inc Class A (GOOGL) Metadium (META) Cloudflare, Inc. (NET) BlackRock Inc (BLK) Micron Technology, Inc. (MU)
Top Social Posts
Top posts by engagements in the last [--] hours
"Down 50% since this appearance. CEO of $AZRH Accidentally Confirms the Bear Case Live via @YouTube https://youtu.be/rYN-NpHWfFAsi=hy6elfexbw1pKVqg https://youtu.be/rYN-NpHWfFAsi=hy6elfexbw1pKVqg"
X Link 2026-02-14T19:05Z [----] followers, [----] engagements
"SLIK Vault Hyperliquid Past Month: +1028% APR TVL: $25.7K P&L: $12554.07 Max Drawdown: 27.3% CORE POSITIONS (% of TVL): SUI best risk/return altcoin BTC still king Positioning rotates from high-beta during bull neutral/short into cycle top. Vault is dynamic levered and hedged. Managed by @NickNemo17 & @endeavoreleven Vault Strategy: Core: $BTC + $SUI Rotational Alts: $ONDO $HYPE $LINK $ETH $SOL Shorts: legacy trash (like $XRP $ADA $XLM $SEI) & high MC memes like $PENGU Net Leverage: up to 5x Drop a follow. Hyperliquid vault address (Need VPN): Not advice."
X Link 2025-07-26T16:58Z [----] followers, [---] engagements
"https://x.com/i/spaces/1ynJOMWdQrqKR https://x.com/i/spaces/1ynJOMWdQrqKR"
X Link 2025-11-09T18:32Z [----] followers, [---] engagements
"Im sure this is entirely fake news. $PINS is awfully cheap though. I like $WBTN more personally. $PINS - OPENAI MAY ACQUIRE PINTEREST IN [----] According to The Information OpenAI is predicted to buy Pinterest in [----]. Reporter Ann Gehan notes that OpenAI could be interested in Pinterests image data advertising business and merchant relationships. Pinterests digital $PINS - OPENAI MAY ACQUIRE PINTEREST IN [----] According to The Information OpenAI is predicted to buy Pinterest in [----]. Reporter Ann Gehan notes that OpenAI could be interested in Pinterests image data advertising business and"
X Link 2026-01-02T22:26Z [----] followers, [---] engagements
"Market Setup: Primed for Pullback BofA Bull & Bear at extreme [---] (sell signal active). 89% of global stocks above 50/200-day MAs = overbought. Private clients 64% equities RECORD LOW 3.2% cash on the fund manager survey. Contrarian trade: long bonds. via Hartnett & BofA"
X Link 2026-01-31T22:05Z [----] followers, [----] engagements
"Whats happening on DeFi incredible. Notice how $HYPE and $LIT have traded in comparison to anything else. (be careful when you discover perpetuals)"
X Link 2026-02-04T02:07Z [----] followers, [---] engagements
"$COHR glidepathing 35% NTM growth vs the 17-20% analysts had"
X Link 2026-02-05T01:39Z [----] followers, [---] engagements
"Analyst on $COHR call: can you talk about the use-cases of OCS Me choking on water: whos make-a-wish analyst is that"
X Link 2026-02-05T01:40Z [----] followers, [---] engagements
"Heres my view on whats happening right now: forced liquidations. The market was incredibly complacent with the Warsh pick. Something broke in metals and crypto. Equities are experiencing forced selling probably from futs. This could get ugly BUT $GOOGL CapEx number means techs NOT dead. They arent $META. If they spend $60b more CapEx than expectations its because theyre looking at Gemini Anthropic token Ironwood (& much more) and saying: we need to spend this much. Fundamentally speaking it hard for tech fundamentals to turnover when thats happening out of META GOOGL and (probably) $AMZN"
X Link 2026-02-05T12:56Z [----] followers, [----] engagements
"$COHR Q2 [--] earnings reaction https://youtu.be/0gZt1AtzUW4si=TPH9i5Bs7ly91C4O https://youtu.be/0gZt1AtzUW4si=TPH9i5Bs7ly91C4O"
X Link 2026-02-05T16:57Z [----] followers, [---] engagements
"Can Trump not do anything stupid this weekend so we can get a glorious gap up"
X Link 2026-02-06T15:36Z [----] followers, [---] engagements
"Dr. Burry restacked this on Substack. You used to rely on a Prime Broker or expensive software provider for this use case. As he said in his restack this is only going to get easier. The best thing you can do right now is play around with frontier models. @michaeljburry The next step-change just happened. Learn how to use Claude to upgrade your portfolio management 10x with risk analytics performance & factors analysis only hedgefunds used to have (and Ive been paid buku $$$ to build). Free on Mispriced Assets. https://t.co/O1WZ0B8Xe0 The next step-change just happened. Learn how to use"
X Link 2026-02-07T19:07Z [----] followers, [----] engagements
"@John_Chungus_5 @visionoilandgas @PermiOG @oilmutt Can you tell Josh Im waiting patiently"
X Link 2026-02-07T23:21Z [----] followers, [--] engagements
"Part [--] is live. The full Bloomberg-for-poors stack [--] automated jobs on a $180 Raspberry Pi doing things Bloomberg can't for $4/day. Every script every config GitLab repo. Free on Mispriced Assets"
X Link 2026-02-08T17:40Z [----] followers, [---] engagements
"Substack down. Swinging $NET"
X Link 2026-02-11T15:10Z [----] followers, [---] engagements
"$CRSR at $7.50. 8.2x fwd EBITDA. Logitech trades at 16x. Record margins. EBITDA guided UP on revenue guided down (I bet rev goes up). First-ever buyback = 6% of market cap. 17% short interest with [---] days to cover. I did a good stock pick. Substack for the full thesis"
X Link 2026-02-13T15:19Z [----] followers, [---] engagements
"$COHR $240 $RAIL $13 My two-year resolution is to start a SMID-cap fund. If I had $10 million dollars today my allocations would be: $KSPI 14% $78.13 $COHR 12% $184.57 $XNET 12% $7.09 $JFIN 11% $5.80 $JAKK 9% $16.88 $RAIL 8% $11.07 $QXO 7% $19.29 $GENC 6% $12.96 $OSCR 4% $14.37 $ASX 3% https://t.co/yNVCoXJp4a My two-year resolution is to start a SMID-cap fund. If I had $10 million dollars today my allocations would be: $KSPI 14% $78.13 $COHR 12% $184.57 $XNET 12% $7.09 $JFIN 11% $5.80 $JAKK 9% $16.88 $RAIL 8% $11.07 $QXO 7% $19.29 $GENC 6% $12.96 $OSCR 4% $14.37 $ASX 3% https://t.co/yNVCoXJp4a"
X Link 2026-02-09T16:51Z [----] followers, [----] engagements
"$RAIL $RAIL Mar [--] $10-15 call spread can be filled for $1.1. Thats [---] to [--] risk to reward and one of things Im doing to juice this position. Breakeven is $11.1 and it was just there after earnings. Deep dive below. https://t.co/f9SM3X0nA7 $RAIL Mar [--] $10-15 call spread can be filled for $1.1. Thats [---] to [--] risk to reward and one of things Im doing to juice this position. Breakeven is $11.1 and it was just there after earnings. Deep dive below. https://t.co/f9SM3X0nA7"
X Link 2026-02-09T16:52Z [----] followers, [---] engagements
"Josh Cohen of $AZRH revealed on stream he has not disclosed related parties that exist on his financial statements. Unclear if this stream is a public forum legally speaking. After last weeks show with @opinioncasino @visionoilandgas called to debate @NickNemo17 and @oilmutt Sohere we go Be there or be square Ohstarting early tonight. 6pm CST. 🫡 https://t.co/6lgpl8Qfc8 After last weeks show with @opinioncasino @visionoilandgas called to debate @NickNemo17 and @oilmutt Sohere we go Be there or be square Ohstarting early tonight. 6pm CST. 🫡 https://t.co/6lgpl8Qfc8"
X Link 2026-01-18T02:32Z [----] followers, [----] engagements
"Confused why the $AZRH bulls are so quiet"
X Link 2026-01-20T19:47Z [----] followers, [----] engagements
"$AZRH baggies are as delulu as their leader @getmeoittajere @DmitriThaSheep @NickNemo17 @oilmutt @OTCMarkets Not sure but when multiple people are bashing a stock of this value/size repeatedly and are giving up many hours of their time to do so its always a coordinated effort. I would go with short selling right now but someone who pays their salary is very interested in cheap shares @getmeoittajere @DmitriThaSheep @NickNemo17 @oilmutt @OTCMarkets Not sure but when multiple people are bashing a stock of this value/size repeatedly and are giving up many hours of their time to do so its always"
X Link 2026-01-20T21:49Z [----] followers, [----] engagements
"$AZRH the safe 10x"
X Link 2026-01-22T19:41Z [----] followers, [----] engagements
"Pitch for Rick Rieder: BlackRock baggage aside hes a straight shooter in credit. NY Fed tapped BlackRock in [----] to run corporate credit facilities. Rick has that credit street credIts very important the bond market respects the Fed Chair. Ive locked into every public interview hes had since [----]. Hes literally always correct on markets the economy and inflation. You want Rick steering the Fed balance sheet: too successful to audition not swayed by opinion. GOAT. https://twitter.com/i/web/status/2014542230430875846 https://twitter.com/i/web/status/2014542230430875846"
X Link 2026-01-23T03:34Z [----] followers, [---] engagements
"@realScottTrades To delist $AZRH ASAP. Now do u you own any shares of the shitco"
X Link 2026-01-29T00:37Z [----] followers, [---] engagements
"Everyone @ Josh Cohen until I get my lawsuit. Im tired of waiting. Guy never follows through $AZRH"
X Link 2026-02-09T21:52Z [----] followers, [----] engagements
"$SRL is a compelling activist story with multibagger potential. MILFAM 🫡"
X Link 2026-02-12T19:00Z [----] followers, [----] engagements
"+33% from my call $CRSR $CRSR is 17% sold short and 58% of the float is in insider hands (theyre buying). https://t.co/phOJbOMd8a $CRSR is 17% sold short and 58% of the float is in insider hands (theyre buying). https://t.co/phOJbOMd8a"
X Link 2026-02-13T14:58Z [----] followers, [---] engagements
"$CRSR shorts know not whats coming"
X Link 2026-02-13T17:33Z [----] followers, [---] engagements
"Corsair Gaming full breakdown $CRSR via @YouTube https://youtu.be/XMM73eR4FWAsi=4NEKih_dnMwFgVAd https://youtu.be/XMM73eR4FWAsi=4NEKih_dnMwFgVAd"
X Link 2026-02-14T19:43Z [----] followers, [---] engagements
"My two-year resolution is to start a SMID-cap fund. If I had $10 million dollars today my allocations would be: $KSPI 14% $78.13 $COHR 12% $184.57 $XNET 12% $7.09 $JFIN 11% $5.80 $JAKK 9% $16.88 $RAIL 8% $11.07 $QXO 7% $19.29 $GENC 6% $12.96 $OSCR 4% $14.37 $ASX 3% $16.10 $KLAC 3% $1215.08 $TTMI 3% $69.00 $WBTN 3% $13.03 $TDOC 2% $7.00 $NNDM 1.5% $1.54 $EDIT 1.5% $2.05 Follow and favorite this to see if I deserve to manage capital. https://twitter.com/i/web/status/2006885247171047862 https://twitter.com/i/web/status/2006885247171047862"
X Link 2026-01-02T00:28Z [----] followers, 24.7K engagements
"Multi-millionaire Josh Cohen couldve paid $210k to clear this debt. He accrued $500 per day + interest instead. He and $AZRH now own $630k"
X Link 2026-02-10T04:53Z [----] followers, [----] engagements
"$CRSR is 17% sold short and 58% of the float is in insider hands (theyre buying)"
X Link 2026-02-13T13:54Z [----] followers, [----] engagements
"Tactically bullish. Shorties are rusty. Total Put/Call Ratio jumped to the highest reading since the Liberation Day crash. https://t.co/1UCrRk6QVV Total Put/Call Ratio jumped to the highest reading since the Liberation Day crash. https://t.co/1UCrRk6QVV"
X Link 2026-02-14T22:01Z [----] followers, [----] engagements
"I like how Josh Cohen has his mommy and fianc defend him on X. Family Fraud hosted by Josh Cohen. $AZRH"
X Link 2026-02-14T22:36Z [----] followers, [----] engagements
"$AZRH fraudsters cant even spell Permian. Permjan. Weaponized ineptitude"
X Link 2026-02-14T23:23Z [----] followers, [----] engagements
"@appbasinlandman @GoodwillIntl Id buy [--] for $100"
X Link 2026-02-14T23:41Z [----] followers, [---] engagements
"Sam Altman is the Mark Zuckerberg of AI. Mark Zuckerberg is the Danny Devito of AI"
X Link 2026-02-16T01:27Z [----] followers, [---] engagements
"https://x.com/i/spaces/1ypJdqXNekdxW https://x.com/i/spaces/1ypJdqXNekdxW"
X Link 2025-11-10T22:00Z [----] followers, [----] engagements
"@RektOnArrival @NickelSolana This guy is wicked smaht"
X Link 2025-11-12T21:43Z [----] followers, [---] engagements
"Watch $XNET in the premarket tomorrow. Wake up early and tell me if I am right. +50%"
X Link 2025-11-12T23:01Z [----] followers, [---] engagements
"$XNET is going to announce 600m in quarterly earnings on a 500m MC today. How do I know this I'm wicked smaht. Book value will be $23 and the closing price was $8. Happy trading and follow me for more"
X Link 2025-11-13T01:55Z [----] followers, 37.4K engagements
"$XNET 💥 Third Quarter [----] Financial Highlights: Total revenues were US$126.4 million representing an increase of 57.7% year-over-year. Subscription revenues were US$40.7 million representing an increase of 22.3% year-over-year. Live-streaming and other services revenues were US$49.1 million representing an increase of 127.1% year-over-year. Cloud computing revenues were US$36.6 million representing an increase of 44.9% year-over-year. Gross profit was US$60.5 million representing an increase of 49.6% year-over-year and gross profit margin was 47.9% in the third quarter compared with 50.5%"
X Link 2025-11-13T12:12Z [----] followers, [---] engagements
"Boom. $XNET the key words. Mgmt is fired up about their business (which is growing really well). But this thing trades as such a discount to book value that for most investors its a balance sheet story. They just threw those investors a bone"
X Link 2025-11-13T13:07Z [----] followers, [----] engagements
"Lock in. This better be on your watchlist today and going forward $XNET $XNET is going to announce 600m in quarterly earnings on a 500m MC today. How do I know this I'm wicked smaht. Book value will be $23 and the closing price was $8. Happy trading and follow me for more. $XNET is going to announce 600m in quarterly earnings on a 500m MC today. How do I know this I'm wicked smaht. Book value will be $23 and the closing price was $8. Happy trading and follow me for more"
X Link 2025-11-13T13:21Z [----] followers, [---] engagements
"#NewProfilePic"
X Link 2025-11-14T23:19Z [----] followers, [---] engagements
"@RektOnArrival Same story here but Im not successful and I have no family"
X Link 2025-11-14T23:35Z [----] followers, [----] engagements
"@coinphilosophy @NickelSolana Thats AI"
X Link 2025-11-16T03:16Z [----] followers, [--] engagements
"@GoldTelegraph_ @JonDeluce Greatest trade of all time is buying [--] cents of metals for [--] cents - that will always be worth at least [--] cents"
X Link 2025-11-18T00:23Z [----] followers, [----] engagements
"Ill go to war for my nickels"
X Link 2025-11-19T20:25Z [----] followers, [---] engagements
"$JFIN is a steal at these levels. Let them FUD"
X Link 2025-11-25T13:59Z [----] followers, [---] engagements
"🚨🚨🚨 $RAIL"
X Link 2025-12-11T18:02Z [----] followers, [----] engagements
"Micron $MU just printed: EPS $4.78 vs $3.96 (+21% beat). Revenue $13.643B vs $12.88B (+6% beat). EPS: +167% YoY / +58% QoQ Revenue: +57% YoY / +21% QoQ Memory cycle still ripping. Heroic for the current status of the AI trade"
X Link 2025-12-17T21:09Z [----] followers, [---] engagements
"You dont expect multiple G force moves in a space stock lol. $FJET A lot of whimps in $FJET https://t.co/OQUcEhUbJj A lot of whimps in $FJET https://t.co/OQUcEhUbJj"
X Link 2025-12-26T15:21Z [----] followers, [---] engagements
"Meanwhile $KSPI is trading 7x [----] earnings and growing faster. $MELI is a no brainer here. It has gone nowhere in the last [--] years and its getting ridiculous now. Fintech grew by 68% last quarter now making up 43% of sales. E-commerce growth was also strong at 38%. Stock It is trading at 10x [----] earnings. Easy money. https://t.co/o1kiM5tpWp $MELI is a no brainer here. It has gone nowhere in the last [--] years and its getting ridiculous now. Fintech grew by 68% last quarter now making up 43% of sales. E-commerce growth was also strong at 38%. Stock It is trading at 10x [----] earnings. Easy"
X Link 2025-12-27T20:17Z [----] followers, [----] engagements
"@MikeFritzell @illyquid Wouldnt that give you a lot of free subs and not paid subs Like your substack btw $XNET and $JFIN are damn fine china stocks"
X Link 2025-12-29T04:54Z [----] followers, [---] engagements
"Jan 2: +2.13% vs .19% S&P 1.06% RUT Best performer: $COHR +5.28% Worst performer: $RAIL -1.26% No moves. My two-year resolution is to start a SMID-cap fund. If I had $10 million dollars today my allocations would be: $KSPI 14% $78.13 $COHR 12% $184.57 $XNET 12% $7.09 $JFIN 11% $5.80 $JAKK 9% $16.88 $RAIL 8% $11.07 $QXO 7% $19.29 $GENC 6% $12.96 $OSCR 4% $14.37 $ASX 3% https://t.co/yNVCoXJp4a My two-year resolution is to start a SMID-cap fund. If I had $10 million dollars today my allocations would be: $KSPI 14% $78.13 $COHR 12% $184.57 $XNET 12% $7.09 $JFIN 11% $5.80 $JAKK 9% $16.88 $RAIL 8%"
X Link 2026-01-02T21:18Z [----] followers, [---] engagements
"Lots of good boys in the portfolio today 🦴 $QXO $JFIN $XNET"
X Link 2026-01-05T19:51Z [----] followers, [---] engagements
"@blondesnmoney $CMI more interesting. Can move engines to power segment And at just over 2x sale if this shortage boosts prices accross their segments 10% (bc engines are limited) their PE is cut in half. Currently 22x forward"
X Link 2026-01-05T19:55Z [----] followers, [----] engagements
"$KSPI 🕊 The whole payments only go down thing is going to be really interesting when all these Payment Processors with 15-20% internal compounding machines start going up All of them having been repurchasing stock in the 5-15% annual repurchase range and have been growing Some https://t.co/hJWNvfeoRd The whole payments only go down thing is going to be really interesting when all these Payment Processors with 15-20% internal compounding machines start going up All of them having been repurchasing stock in the 5-15% annual repurchase range and have been growing Some https://t.co/hJWNvfeoRd"
X Link 2026-01-05T20:17Z [----] followers, [----] engagements
"Jan 6: +1.94% vs +0.62% S&P +1.30% RUT Best performer: $TDOC +9.75% Worst performer: $RAIL 1.28% Portfolio beta [----] YTD: +7.69% Alpha: +6.17%"
X Link 2026-01-06T21:10Z [----] followers, [---] engagements
"$COHR is giving an amazing setup going into Q2 $LITE may very well be overpriced at this stage. Maybe not as well. The takedown of the entire optics trade (especially of the most reasonably priced stock) is irrational. And COHR has a ridiculously low growth estimate of 16% NTM. There are really only two investable leaders in AI optics: $COHR and $LITE. Innolight is executing well but its Chinese. If you believe hyperscalers will prioritize stable Western supply chains US investors can mostly ignore it. Giving Lumentum its due: [----] was elite. There are really only two investable leaders in AI"
X Link 2026-01-08T23:46Z [----] followers, [----] engagements
"Jan 9: +0.57% vs +0.63% S&P +0.78% RUT Best performer: $TTMI +10.50% Worst performer: $EDIT 3.27% Portfolio beta [----] YTD: +8.56% YTD alpha: +6.46% Shaved $KLAC and $NNDM to get bigger in $COHR"
X Link 2026-01-09T21:31Z [----] followers, [---] engagements
"Rick Reider is a wizard. If u cant tell ur dumb. This guy is favored to be the next Fed Chair. Hes going to cut rates [--] bps for every shirt button he has unbuttoned https://t.co/mZEch5Jk23 This guy is favored to be the next Fed Chair. Hes going to cut rates [--] bps for every shirt button he has unbuttoned https://t.co/mZEch5Jk23"
X Link 2026-01-27T18:11Z [----] followers, [---] engagements
"@realScottTrades Show us how many shares u have"
X Link 2026-01-29T00:27Z [----] followers, [---] engagements
"@kijhvitc1 @realScottTrades You have no alpha. Big difference"
X Link 2026-01-29T14:32Z [----] followers, [--] engagements
"What is your major malfunction numbnuts Didn't mommy and daddy tell you to buy the dip when you were a child"
X Link 2026-01-29T20:58Z [----] followers, [---] engagements
"Kevin Warsh sucks"
X Link 2026-01-30T01:01Z [----] followers, [---] engagements
"@KevinRomeis @field_marshall @MarkHalperin More than that"
X Link 2026-01-30T04:15Z [----] followers, [--] engagements
"Everyones lining up to cheer Kevin Warsh like this is some genius move and I honestly dont get it. Hes smart socially. Hes great at climbing ladders. He knows how to work rooms. But as an economist As a steward of the monetary system Hes surface-level. He regurgitates. He doesnt actually think forward. And he certainly is agile. People are confused like wait he was a hawk now hes not No hes whatever the room needs him to be. Hell have concrete brain until the people around him tell him what to think. And look Im not inherently anti-elite. I know a lot of elite people and families. I respect a"
X Link 2026-01-30T16:12Z [----] followers, [--] engagements
"Market wondering right now: Is Kevin Warsh fit to handle a crisis Does his balance sheet view support asset prices Answer: no"
X Link 2026-01-30T16:22Z [----] followers, [---] engagements
"Market correction guaranteed. Tremendous articles this weekend about Kevin Warsh who is obviously a rigorous independent consensus builder. He had questionable calls during the "They know nothing" era but so did many others. Tremendous articles this weekend about Kevin Warsh who is obviously a rigorous independent consensus builder. He had questionable calls during the "They know nothing" era but so did many others"
X Link 2026-01-31T17:06Z [----] followers, [---] engagements
"Warsh may be the end of the bull run. Its not about rates its about the balance sheet"
X Link 2026-01-31T17:29Z [----] followers, [----] engagements
"@Bulls_and_Bills No Im hedged with index puts and other shorts. From here if anything Id short LITE"
X Link 2026-01-31T22:27Z [----] followers, [--] engagements
"@biancoresearch @grok did an arbitrage firm fail in [--] during the last big discount like this"
X Link 2026-01-31T22:50Z [----] followers, [----] engagements
"@biancoresearch @grok Hm. What about here though"
X Link 2026-01-31T22:55Z [----] followers, [---] engagements
"@10009nyny @HostileCharts Good luck"
X Link 2026-01-31T23:17Z [----] followers, [--] engagements
"Saying its bullish that Warsh thinks Bitcoin say is an indicator of what needs to fixed is ultimate baggie behavior. Logically if he wants to fix things he would like to see it go down Soon Kevin Warsh will be the first pro-Bitcoin Chairman of the Federal Reserve. https://t.co/afEBrBFeWX Soon Kevin Warsh will be the first pro-Bitcoin Chairman of the Federal Reserve. https://t.co/afEBrBFeWX"
X Link 2026-01-31T23:21Z [----] followers, [---] engagements
"Do yall still think Warsh is bullish crypto"
X Link 2026-02-02T03:32Z [----] followers, [---] engagements
"He appointed the Gavin Newsome of Paul Volckers Futures acting as if Trump appointed Volcker's zombie to take over the Fed Futures acting as if Trump appointed Volcker's zombie to take over the Fed"
X Link 2026-02-02T04:30Z [----] followers, [---] engagements
"Everyone that said Kamala slept her way to the top Meet Kevin Warsh"
X Link 2026-02-02T14:10Z [----] followers, [---] engagements
"Ultimately this is a good quarter. Q4 is their best quarter because of gaming. They think they will have $88b in datacenter revenue in [--] years. Was Q1 a great guide No. But if you baghold $AMD and that guide becomes reality you are going to be very very happy. *AMD 4Q REV. $10.27B EST. $9.65B *AMD 4Q ADJ. OPER MARGIN 28% EST. 25.4% *AMD SEES 1Q REV. $9.5B TO $10.1B EST. $9.39B *AMD 4Q REV. $10.27B EST. $9.65B *AMD 4Q ADJ. OPER MARGIN 28% EST. 25.4% *AMD SEES 1Q REV. $9.5B TO $10.1B EST. $9.39B"
X Link 2026-02-04T02:31Z [----] followers, [---] engagements
"Coherent $COHR as a technologist you would understand. $5 EPS estimates in [----] is 19x forward PE and that number is low. I think its a $20-25b rev company in [--] years with 20% FCF margin trading 20-25x. $80-125b company and only 13b now. You would also love the CEO Jim Anderson who 10xd Lattice Semi and take virtually all of his compensation in stock"
X Link 2025-08-18T20:05Z [----] followers, 103.7K engagements
"@cg7seas Hows your $AZRH doing"
X Link 2026-01-18T03:29Z [----] followers, [---] engagements
"This is how it started. $AZRH"
X Link 2026-01-18T05:12Z [----] followers, [----] engagements
"This is Josh Cohen of $AZRH:"
X Link 2026-01-18T06:11Z [----] followers, [----] engagements
"Josh not an alcoholic Cohen of $AZRH takes [--] bathroom breaks in one interview:"
X Link 2026-01-18T06:18Z [----] followers, [----] engagements
"Ive stress-tested the model. Best-case equity value for $AZRH is -$1 assuming full transparency and no additional imagination in the footnotes"
X Link 2026-01-18T15:19Z [----] followers, [----] engagements
"How it started vs how it ended. $AZRH"
X Link 2026-01-18T17:33Z [----] followers, [----] engagements
"$AZRH lore goes crazy via @YouTube https://youtube.com/shorts/5EBX9IfC018si=YVsVzb1LtQEHZ9JK https://youtube.com/shorts/5EBX9IfC018si=YVsVzb1LtQEHZ9JK"
X Link 2026-01-19T21:47Z [----] followers, [----] engagements
"Thread 1/10: Diving into the $AZRH saga a wild OTC oil & gas penny stock rollercoaster that's equal parts hype controversy and potential fraud. Azure Holding Group (AZRH) reverse-merged with Vision Oil & Gas in mid-2025 led by CEO Josh Cohen. They've snapped up wells in the Permian Basin claiming explosive growth from [--] to [----] wells (mostly shut-in/low-producing/orphaned). Bulls hype it as the next big producer targeting [----] bopd by EOY [----] no dilution audit/uplist incoming. But bears (including me) see a classic pump-and-dump teetering on bankruptcy. Heres both sides:"
X Link 2026-01-19T22:00Z [----] followers, [----] engagements
"9/10: My view AZRH is a scam dressed as opportunity. Negative value fraud signals everywhere CEO unfit. PT $0 bankruptcy or delisting imminent. If audits come expect massive writedowns. Bears win on fundamentals; bulls on hope. DYOR but avoid this mess. Saga highlights OTC risks: Hype substance. https://twitter.com/i/web/status/2013371139054305414 https://twitter.com/i/web/status/2013371139054305414"
X Link 2026-01-19T22:01Z [----] followers, [---] engagements
"10/10: For more forensics check my Substack or streams with @thatgirltrader/@opinioncasino. Cohen started fights he couldn't win now the truth's out. $AZRH lore is peak [----] chaos. What a ride"
X Link 2026-01-19T22:01Z [----] followers, [---] engagements
"Several $AZRH transactions plausibly implicate related-party disclosure due to clear pre-existing relationships. CST Drilling Fluids was acquired after Josh Cohen had already served on its board placing him on both sides of the deal while the same advisor (Marcus Laun) appears repeatedly across transactions structured through Cohens private firm Controlled Investments. The Vision Oil and Gas merger similarly consolidated assets from parties who immediately assumed senior roles at AZRH blurring the line between seller and beneficiary. The Freedom Well Testing deal adds to the pattern: the"
X Link 2026-01-20T02:37Z [----] followers, [----] engagements
"$AZRH Palantir cofounder @elonmusk made a great point when I was involved as a kid at PayPal: whenever you turn off fraud or grift the people who would scream the most were the fraudsters. https://t.co/n5Kstgr9p3 Palantir cofounder @elonmusk made a great point when I was involved as a kid at PayPal: whenever you turn off fraud or grift the people who would scream the most were the fraudsters. https://t.co/n5Kstgr9p3"
X Link 2026-01-21T04:32Z [----] followers, [---] engagements
"I spent the last few days in a heated back-and-forth with the CEO of $AZRH Josh Cohen over one particular line item: $14.3M of inventory. What started as basic due diligence turned into a masterclass in why math beats bullies. Heres the issue. That $14.3M inventory comes from a JV partner (CTT) that right before going dark (expert market) had $48k of cash negative cash flow and no revenue growth. Yet somehow were told they spent $58M+ building tools (according to gross margins) and injected them at a $14.3M valuation. So I asked the obvious question: How does a business with no cash build a"
X Link 2026-01-21T21:28Z [----] followers, [----] engagements
"Can we please get a prediction market on this lunatic being charged with fraud @Polymarket @Kalshi $AZRH"
X Link 2026-01-22T19:07Z [----] followers, [----] engagements
"Mispriced Assets portfolio walkthrough https://youtu.be/3s-0yjO59Rgsi=NQWyx7cv739ury0s https://youtu.be/3s-0yjO59Rgsi=NQWyx7cv739ury0s"
X Link 2026-01-23T01:22Z [----] followers, [---] engagements
"Great week for all bulls except $INTC and $AZRH bulls"
X Link 2026-01-23T21:27Z [----] followers, [---] engagements
"Marcus Laun Controlled Investments advisor and the guy who holds the deed to Josh Cohens house got hit with securities-fraud charges for pumping penny stocks. And one of the tickers in the alleged pump list $AZRH. https://www.sec.gov/enforcement-litigation/litigation-releases/lr-23666 https://www.sec.gov/enforcement-litigation/litigation-releases/lr-23666"
X Link 2026-01-27T03:50Z [----] followers, 11.3K engagements
"$AZRH Josh Cohen soliciting investment on Facebook and getting clowned in June 2025"
X Link 2026-01-28T19:11Z [----] followers, [----] engagements
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