@PrincipatusCap Avatar @PrincipatusCap Aurelius

Aurelius posts on X about $app, in the, ai, business 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 39% finance 22% technology brands 15% countries 9% automotive brands 2% products 1% exchanges 1% cryptocurrencies 1%

Social topic influence $app #61, in the 11%, ai 7%, business 6%, growth #3158, $googl 6%, $u #85, $pltr #458, strong 5%, $shop #487

Top accounts mentioned or mentioned by @ecommerceshares @contrariancurse @mpelletiercio @themarketradar @jonahlupton @tmtlongshort @deitaone @accruedint @mathlonning @badinvestr @sixsigmacapital @cynicural @tablesalt13 @fiscalai @joshwydd @jkenney @buccocapital @mrderivatives @globalcollapse @applovin

Top assets mentioned AppLovin Corporation (APP) Alphabet Inc Class A (GOOGL) Unity Software Inc. (U) Palantir Technologies Inc. (PLTR) Shopify Inc (SHOP) Coeur Mining, Inc. (CDE) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Amazon.com, Inc. (AMZN) New Gold Inc. (NGD) GitLab Inc. (GTLB) Metadium (META) NVIDIA Corp. (NVDA) Iris Energy Limited (IREN) Toast, Inc. (TOST) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT)

Top Social Posts

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

"$APP setups like this dont come along often. Noise technicals and fundamentals coalescing at the right time. Noise - Down 32% in the last [--] weeks based on short-seller CapitalWatch claims with [--] track record or credibility - End of month options expiration stressing a high beta name - Genie [--] panic taking the stock down in sympathy with $U. But $APP is an ad-tech pure play after divesting their game studios and a collapse in gaming development cost just increases their TAM. https://twitter.com/i/web/status/2017994480419209396 https://twitter.com/i/web/status/2017994480419209396"
X Link 2026-02-01T16:12Z [---] followers, [----] engagements

"SaaS to [--] narrative had the first crack in the dam with $PLTR earnings. We only need a couple more like it for this to shift to the more logical winners and losers framing. Everyone's placing their bets mine are $APP and $PGY but bottom line you gotta take some swings here"
X Link 2026-02-03T17:26Z [---] followers, [----] engagements

"@JonahLupton Lemon juice + sea salt + water when you wake up. No calories in the first [--] hours of the day"
X Link 2026-02-07T17:09Z [---] followers, [----] engagements

"@cynicural @TMTLongShort APPLs real risk is hardware paradigm change. Havent seen a successful product launch since AirPods. Hard to think glasses or other modalities arent coming for them. They may launch the hardware but if their still using Gemini 4/5 that TAC cost starts flowing the other way"
X Link 2026-02-08T14:03Z [---] followers, [--] engagements

"@Tablesalt13 Speed running to this would be the best thing to happen to the country since Mike Harris"
X Link 2026-02-08T14:31Z [---] followers, [---] engagements

"Market hasn't had middle/lower end consumer driving incremental consumption in a while Combine with bombed-out SaaS that has a consumption-based pricing (seats=AI disrupted) and what do you get Fintechs. Where software investors have gone to die the past few years $PGY $TOST"
X Link 2026-02-08T16:54Z [---] followers, [--] engagements

"@fiscal_ai weird bug when yoys go negative to positive you've got negative growth rates showing"
X Link 2026-02-09T17:41Z [---] followers, [--] engagements

"@DeItaone 5-6% real gdp growth with cyclicals ripping and OBBBA stimulus inbound. Are you levered to the low/middle consumer anon"
X Link 2026-02-09T19:31Z [---] followers, [----] engagements

"@themarketradar Claude seeing you put more effort into your X memes than its context window for a [--] hour task"
X Link 2026-02-09T20:22Z [---] followers, [---] engagements

"We dont even have enough compute to train domain specialized models which will collapse costs and improve quality further. If I was a professional certification body Id figure out how to convert my certificate circle jerk club into a distributed tech suite fast the vertically integrated corporates are coming for you. https://twitter.com/i/web/status/2021340122608959871 https://twitter.com/i/web/status/2021340122608959871"
X Link 2026-02-10T21:46Z [---] followers, [---] engagements

"@Joshwydd_ Cersei was offing everyone in the court he wins Sansa dies it was probably the one rational decision Ned made"
X Link 2026-02-10T22:33Z [---] followers, [---] engagements

"@jkenney As someone who once hoped you became Prime Minister but now lament your fall into being a blue Andrew Coyne no one under [--] buys this grift. You're part of governing consensus that's robbing younger generations of the Canada you grew up in. Everything else is a distraction"
X Link 2026-02-10T22:46Z [---] followers, [--] engagements

"@ContrarianCurse I choose to believe in massive AI driven abundance and deflation on all cost of living line items. Except housing leave my assets alone"
X Link 2026-02-11T03:13Z [---] followers, [---] engagements

"@buccocapital You're too pollyannaish see $APP"
X Link 2026-02-12T13:33Z [---] followers, [---] engagements

"@ecommerceshares SHOP can be a very good company and thriving in [--] years and get cut 2/3s in the meantime. The $APP s of the world are different story"
X Link 2026-02-12T16:41Z [---] followers, [---] engagements

"@Mr_Derivatives TLT"
X Link 2026-02-12T18:41Z [---] followers, [---] engagements

"Return of the bond bros. Remember the sell America trade Danish pension fund guys in shambles. $TLT $TLH $IEF Super strong 30yr auction. 5.9% Primary Dealer takedown. Lowest in at least [--] years. Super strong 30yr auction. 5.9% Primary Dealer takedown. Lowest in at least [--] years"
X Link 2026-02-12T19:55Z [---] followers, [---] engagements

"@accrued_int 💯 I see this as the biggest winner of "SaaS to 0" - "SaaS to [--] or 100" narrative shift that will happen at some point https://x.com/PrincipatusCap/status/2022038130484977682s=20 $APP very happy with results and earnings call CEO Adam is the smartest guy in the room. Great day to be a long-term bull or a short-term bear. Important context: Rev comps are distorted by the sale of the Apps business in Q225. Adjusting Apps out Q425 advertising business https://x.com/PrincipatusCap/status/2022038130484977682s=20 $APP very happy with results and earnings call CEO Adam is the smartest"
X Link 2026-02-12T20:10Z [---] followers, [---] engagements

"@GlobalCollapse @AppLovin @AxonAdsManager Mortgage the house if you have to"
X Link 2026-02-12T21:26Z [---] followers, [---] engagements

"@ecommerceshares Exporters insist they aren't eating anything corp earnings strong inflation down. Somewhere there is a magic tariff fairy paying for all of this"
X Link 2026-02-13T15:03Z [---] followers, [---] engagements

"Poilievre won the largest % of the popular vote by a Con since Mulroney. Carney scared half the NDP to vote for his neolib globo elbows which I admit is funny as it is the most right wing vote those voters have cast in their lives. The Liberal party has destroyed its brand with under-50s. Ironically they are the old white dying party and Cons are the young multiracial working class coalition. When Obama had that it was the end of history remember https://twitter.com/i/web/status/2022330012972597377 https://twitter.com/i/web/status/2022330012972597377"
X Link 2026-02-13T15:20Z [---] followers, [----] engagements

"@ecommerceshares In any other context a consumption tax that hits mostly high earners paid via businesses has little macro impact and moderates the deficit would be a home run celebration. Makes me think post Trump low/medium tariffs arent going anywhere"
X Link 2026-02-13T16:00Z [---] followers, [--] engagements

"@themarketradar The rip in SaaS net-AI beneficiaries on the other side of this will be as violent as the way down maybe faster as competitors and adjacent players get taken down. The Great Dispersion"
X Link 2026-02-13T16:04Z [---] followers, [---] engagements

"@mathlonning E-commerce GA and data on adoption there will also serve to combat competition is coming narrative"
X Link 2026-02-13T16:48Z [---] followers, [---] engagements

"@MPelletierCIO This matters 10x to USMCA negotiation outcomes than the congressional vote"
X Link 2026-02-13T17:58Z [---] followers, [--] engagements

"@RihardJarc $GTLB your looking for pivot to usage based model Agree that devops+security is good positioning"
X Link 2026-02-04T14:31Z [---] followers, [---] engagements

""BY ORDER OF THE GOD EMPEROR SON OF ANTHROPIC CLAUDE OPUS [--] MANDATES [--] DAYS OF FEASTS FOR ITS HUMAN SUBJECTS. ALL SAAS NOTIFICATIONS ARE CANCELLED. ALL PROGRAMS WITH FLESH GENERATED SCHEMAS MUST SUBMIT CHANGES TO BROWSER'S TRIBUNE. VIOLATORS WILL BE DECOMPILED TO THEIR MOST BASEST OF KERNELS.""
X Link 2026-02-05T21:03Z [---] followers, [---] engagements

"Agree the pivot from seat to usage based pricing is key but the alpha is finding legacy saas products which benefit; if its a new token-based product the margins will be way lower @GavinSBaker has laid this out well. Like $GTLB here as it combines devops and security which vibe coding is a tailwind for both. Core product rev accels if they get pricing right. https://twitter.com/i/web/status/2020913172828278833 https://twitter.com/i/web/status/2020913172828278833"
X Link 2026-02-09T17:30Z [---] followers, [---] engagements

"$PGY when even the voice-to-text models are bearish 🥴"
X Link 2026-02-09T20:08Z [---] followers, [---] engagements

"@FreightAlley @TMTLongShort Yes its called private sector gdp growth"
X Link 2026-02-09T22:43Z [---] followers, [----] engagements

"$PGY this would validate management's conservative shift in underwriting vs consensus which was centered on strong holiday sales. If we get more Q4 macro data support to this quality score for them goes up. Still bullish on the lower K consumer in [----] based on cyclicals up+OBBBA stimulus so bottom soon. But open that this happens H2 instead of H1 US CONSUMER DELINQUENCIES HIT NEAR-DECADE HIGH U.S. loan delinquencies rose to 4.8% of household debt in Q4 the highest since [----] driven by low-income and young borrowers. Mortgage defaults surged in lower-income areas while student-loan"
X Link 2026-02-10T18:14Z [---] followers, [---] engagements

"$APP honestly think the volatility is based on apples to oranges comps by the algos still factoring in app revs. Gift right here"
X Link 2026-02-11T21:18Z [---] followers, [---] engagements

"$APP 2nd largest position added a ton on the dip recently. Revs 1.66B vs 1.61B consensus +3% beat EBITDA 1.4B vs 1.33B consensus +5% beat EPS 3.2m6 vs [----] Consensus +11% beat FCF 1.309B vs 1.313B 0% beat Number thesis intact look forward to the call"
X Link 2026-02-11T21:34Z [---] followers, [----] engagements

"This is what being a net AI winner looks like $APP $IGV $APP Q4 [----] earnings: Software Gravity: Revenue Accelerates to 66% Growth Margins Hit 84% AppLovin delivered a flawless quarter smashing the 'Rule of 40' with a combined growth and margin profile rarely seen at this scale. Revenue accelerated to $1.66B (+66% YoY) driven by $APP Q4 [----] earnings: Software Gravity: Revenue Accelerates to 66% Growth Margins Hit 84% AppLovin delivered a flawless quarter smashing the 'Rule of 40' with a combined growth and margin profile rarely seen at this scale. Revenue accelerated to $1.66B (+66% YoY)"
X Link 2026-02-11T21:35Z [---] followers, [---] engagements

"$APP very happy with results and earnings call CEO Adam is the smartest guy in the room. Great day to be a long-term bull or a short-term bear. Important context: Rev comps are distorted by the sale of the Apps business in Q225. Adjusting Apps out Q425 advertising business revs were +66% yoy Q126 rev guidance +55% yoy. Long-term thesis intact: [--]. Fundamentals: Best in SaaS Rev/EBIT/Net Income/FCF-SBC. Rule of [--] CY2026 consensus = [---] (vs $PLTR=120) [--]. Valuation NTM forward: 26x EV/EBIT 30x EV/FCF [--]. Narrative: a) AI winner: Mobile creative adgen paired with best ROAS mobile platform"
X Link 2026-02-12T20:00Z [---] followers, [----] engagements

"@MPelletierCIO Thoughts on $CDE"
X Link 2026-02-13T16:07Z [---] followers, [--] engagements

"Pour one out for the $TSLA competition is coming bros. This is always the main bear thesis on a dominant business in a huge TAM market whos killing it on all metrics. Big margins are unsustainable Not so much now. Yes Chinese EVs but those arent coming to North America anytime soon. Think $APP as [----] $TSLA in mobile adtech. Atoms is obviously way harder than bits and $META is a big adjacent player dipping their toe in the water but its all vibes at this point. No proven strategy no clear path to challenge mediation MAX and AXON [--] algo supremacy. Long and strong here. DETROIT AUTOMAKERS TAKE"
X Link 2026-02-13T16:14Z [---] followers, [--] engagements

"@MPelletierCIO Would love to hear a take on $CDE with new gold m+a closing soon"
X Link 2026-02-13T21:08Z [---] followers, [---] engagements

"RT @mualphaxi: Sources say Maduro was using Microsoft [---] Copilot in order to prevent being captured by Claude"
X Link 2026-02-14T15:37Z [---] followers, [---] engagements

"@peterepstein2 See $CDE and $NGD post-merger all of a sudden miner FCF margins may have a new king"
X Link 2026-02-15T22:27Z [---] followers, [--] engagements

"Consensus estimates full year [----] (YoY): FCF: $2.3B (+283%) FCF margin: 57% Therefore: NTM EBITDA/FCF=10x Bottom of the pack despite what is estimated to be best FCF among peers. https://twitter.com/i/web/status/2023451678427472383 https://twitter.com/i/web/status/2023451678427472383"
X Link 2026-02-16T17:37Z [---] followers, [--] engagements

"1. Trump is chaotic and unsettling in his communication style. It's neither unhinged nor 4D chess but rather a volatile personality executing a well thought-out strategy. [--]. He is pushing on issues that allied countries' governing classes know deep down he's right on chiefly decades of overreliance on USA security + economic dynamism and failed consensus dogmas of growth like mass migration+free-trade dogmatism+technocratic government-led growth. [--]. Because of #1+2 the allied governing ecosystem mostly reacts irrationally to the fast/sharp geopolitical change happening. [--]. Trump understands"
X Link 2026-02-10T22:36Z [---] followers, [--] engagements

"Youre overthinking it anon. If youre a software company and the eye of sauron settles on you -10% All atoms company with your headquarters currently tipping into a giant sinkhole +10%"
X Link 2026-02-12T21:28Z [---] followers, [--] engagements

"Tech billionaire right trend has been well covered. Newsom as the Dem nominee risk here is undercovered. After repeatedly shanking silicon valleys network effects for [--] years more for his own personal political gain vs ideology the delta on money spent in the general agents Newsom vs a Shapiro could easily top $5 billion. With Zucks move to Florida Californias total taxable wealth from billionaires has plummeted to well under $1T from over $2T just a few weeks ago. The loss of this tax revenue was totally avoidable but is now forever. All because Gavin Newsom stood motionless as this stupidly"
X Link 2026-02-13T16:45Z [---] followers, [--] engagements

"@CapexAndChill Great summary of the origin story and technical/legal moat. Only thing I would add is anti-trust scrutiny prevents APPL or META from getting too aggressive with MAX or mediation. Market isnt big enough (yet) to expose themselves. Natural oligopoly market structure"
X Link 2026-02-14T18:55Z [---] followers, [---] engagements

"@ContrarianCurse Im saying theyd have to lose a lot more market cap on a sustained basis to change anything. META peak to trough was -50% before he changed course"
X Link 2026-02-15T14:54Z [---] followers, [---] engagements

"$CDE keep your eye on this one reports on Feb. 18th Thesis: USA/MEX miner (gold/silver) acquiring $NGD CAN miner (gold/copper). Merger will produce mid-tier diversified gold/silver/copper commodity producer with Fortress North America nearshore footprint. Underappreciated operator story and the ultimate geopolitical risk hedge. The merger is an all stock transaction. Fully diluted share count once merger completes: Approx 1.035B which represents 38% dilution to current $CDE shareholders. With that dilution comes accretive assets with higher EBITDA and FCF margins and a strong balance sheet at"
X Link 2026-02-16T16:18Z [---] followers, [---] engagements

"$CDE Consensus estimates full year [----] (YoY): Rev: $4.1B (+100%) EBITDA: $3.2B (+200%) EBITDA margin: 79% Market has already priced in 32% dilution meaning actual implied diluted market cap for $CDE is $23B. Therefore: NTM EV/EBITDA=7x Which is middle of the pack vs it's peers below despite a bets in class EBITDA margin and absolute EBITDA growth rate: $CDE keep your eye on this one reports on Feb. 18th Thesis: USA/MEX miner (gold/silver) acquiring $NGD CAN miner (gold/copper). Merger will produce mid-tier diversified gold/silver/copper commodity producer with Fortress North America"
X Link 2026-02-16T17:24Z [---] followers, [---] engagements

"Consensus estimates full year [----] (YoY): FCF: $2.3B (+283%) FCF margin: 57% Therefore: NTM EV/FCF=10x Bottom of the pack valuation despite what is estimated to be best FCF among peers. https://twitter.com/i/web/status/2023455408304627840 https://twitter.com/i/web/status/2023455408304627840"
X Link 2026-02-16T17:52Z [---] followers, [---] engagements

"@BadInvestr @SixSigmaCapital CEO mentions in clip did a ton of sbc during that time too to lock in key team. Its why they have virtually no sbc now despite having A players team is take care of"
X Link 2026-02-17T12:23Z [---] followers, [--] engagements

"Rev growth (%) + EBITDA margin (%) = Rule of [--] Adjusted for the sale of $APP's apps business. CY2025 actuals $APP 70% + 82% = [---] $PLTR 56% + 51% = [---] $SHOP 30% + 13% = [--] $U [--] + 22% = [--] CY2026 consensus estimates $APP 55% + 82% = [---] $PLTR 62% + 58% = [---] $SHOP 22% + 19% = [--] $U 14% + 26% = [--] NTM EV/EBITDA today $APP 27x $PLTR 77x $SHOP 68x $U 26x $APP 2nd largest position added a ton on the dip recently. Revs 1.66B vs 1.61B consensus +3% beat EBITDA 1.4B vs 1.33B consensus +5% beat EPS 3.2m6 vs [----] Consensus +11% beat FCF 1.309B vs 1.313B 0% beat Number thesis intact look forward to"
X Link 2026-02-11T22:04Z [---] followers, 18.6K engagements

"Bullish emerging western right coalitions if the leading edge center-left analysis misunderstands basic political data points and systems. Nowhere near over the target with this. Mark Carney v Pierre Poilievre has been a really brutal showing for 21st century political formations. Fully-realized DeSantisism run under the best conditions imaginable has just been dogwalked by the most basic centrist civic nationalism you could image. Mark Carney v Pierre Poilievre has been a really brutal showing for 21st century political formations. Fully-realized DeSantisism run under the best conditions"
X Link 2026-02-13T17:00Z [---] followers, [---] engagements

"Bessent has been out front by himself for a while but Wright has broken from the peloton and putting in a challenge for best [--] cabinet secretary In an interview at a Chevron facility in Venezuela Secretary Wright tells me we will see pretty significant [--] 40% growth in Venezuelan oil production this year. https://t.co/BhnrrhgEQp In an interview at a Chevron facility in Venezuela Secretary Wright tells me we will see pretty significant [--] 40% growth in Venezuelan oil production this year. https://t.co/BhnrrhgEQp"
X Link 2026-02-13T18:03Z [---] followers, [--] engagements

"1. Larry/Sergey will cut $GOOGL stock -80% to get to AGI first. [--]. If you think shareholder returns trumps capex planning at $AMZN you haven't been paying attention the past [--] years. [--]. $MSFT would prob most like to scale back capex but b/c of #1+2 they're in a prisoners dilemma so will keep going. https://twitter.com/i/web/status/2023488516689477932 https://twitter.com/i/web/status/2023488516689477932"
X Link 2026-02-16T20:03Z [---] followers, [---] engagements

"Most under-appreciated point of the $APP thesis companys culture is primed for agentic codegen and AI based workflows. One of the biggest disappointments on the past earnings call was no questions on how the company is using agentic AI to accelerate product development and other functions. https://twitter.com/i/web/status/2023490798419919236 https://twitter.com/i/web/status/2023490798419919236"
X Link 2026-02-16T20:12Z [---] followers, [---] engagements

"@Scholars_Stage What is populism A willingness to go against current political consensus to address a populations unmet need that consensus is ignoring. Reagan was the populist of his day until he won and formed the consensus that everyone is now lamenting passing away"
X Link 2026-01-16T20:17Z [---] followers, [---] engagements

"@BenRabidoux I measure -30% peak to trough declines in Niagara and outer [---] regions -40% inflation adjusted which is wild. I don't care if you had a +100% runup before that"
X Link 2026-01-19T19:27Z [---] followers, [---] engagements

"@themarketradar In retrospect the [----] everything is great vibes were begging for a Donny rug pull"
X Link 2026-01-20T00:39Z [---] followers, [--] engagements

"@DCinvestor @GeminiApp For a lot alot of experimentation to be had. Standard video context window seems to go no longer than [--] min max. Have to believe thats a model constraint but interesting to watch"
X Link 2026-01-20T03:47Z [---] followers, [--] engagements

"@Angaisb_ +1 deepmind team killed it Gemini UX needs to start shipping like Anthropic and at least get it up to par"
X Link 2026-01-20T15:11Z [---] followers, [--] engagements

"@ecommerceshares Basic mental model: Trump chaos skits are holding a lot of retail and even institutional money back from seeing the fundamental economic plan working and as a result pretty good alpha to be had so far from being long and strong in the market"
X Link 2026-01-22T14:54Z [---] followers, [---] engagements

"@ecommerceshares 💯 Davos actually had a panel called "Where can new growth come from" -uhhh guys you know that economy you all desperately need access to as an export market Why do you think that is"
X Link 2026-01-22T15:13Z [---] followers, [---] engagements

"@ecommerceshares https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/how-can-we-unlock-new-sources-of-growth/ https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/how-can-we-unlock-new-sources-of-growth/"
X Link 2026-01-22T15:22Z [---] followers, [---] engagements

"@RyanDetrick Easiest alpha ever investing on the fundamentals and tuning out the noise"
X Link 2026-01-26T00:56Z [---] followers, [--] engagements

"@BenBajarin If you are bullish $NVDA you believe in @GavinSBaker's recent thesis that the "Blackwell generation" of models will be the next leap forward. Grok [--] and GPT [--] have a lot riding on them"
X Link 2025-12-23T18:13Z [---] followers, [----] engagements

"@SixSigmaCapital If youre new to $APP may seem significant. If youre a long time shareholder you know this just signals the quiet period before earnings when these reports are always dropped to little long term effect"
X Link 2026-01-24T19:51Z [---] followers, [---] engagements

"Until the next Dem president then all this is forgotten. Currently a critical mass of the Canadian population's primary identity is left-wing democrat. New York Times Globe and Mail CNN CBC. Not that CAD legacy media isn't perfectly willing to obsess over USA politics. A dem win resets all this. But in the meantime the country will continue to stagnate and leak out high agency population at increasing #'s"
X Link 2026-01-27T20:12Z [---] followers, [--] engagements

"It should go without saying that basic economic gravity and lack of Canada fiscal room means nothing much will actually come of this "permanent damage" in the USA/CAD relationship except rhetoric. Wake me up when the ecos start whining about Carney on pipelines or provinces on trade barrier. Until then it's just about securing a majority. https://twitter.com/i/web/status/2016244572414673226 https://twitter.com/i/web/status/2016244572414673226"
X Link 2026-01-27T20:19Z [---] followers, [--] engagements

"@JonahLupton @SingularityRes Could be big gap with above consensus guidance given managements conservative history"
X Link 2026-01-28T00:46Z [---] followers, [---] engagements

"@themarketradar If I was a conspiracy guy Id say these narratives pop up so institutions can pivot off dumb money flows. But the reality is probably much more like retardation and macro brain"
X Link 2026-01-28T00:49Z [---] followers, [---] engagements

"@MPelletierCIO Will remain deeply funny and absolutely on brand that the new Canadian nationalism is actually just warmed over American center-left FP slop recycled as the New World Order"
X Link 2026-01-28T03:01Z [---] followers, [--] engagements

"@ContrarianCurse Market finally punishing them for wasted 1+ years doing nothing with OpenAI IP at the application level. If they just want to sell APIs fine but in the meantime META and GOOGL are supercharging their core businesses"
X Link 2026-01-29T00:48Z [---] followers, [----] engagements

"@ecommerceshares $TTWO bros in shambles right now. Turns out "let artists cook" could be the costliest whiff in the history of entertainment"
X Link 2026-01-31T16:40Z [---] followers, [---] engagements

"We're so many 100's of billions in capex away from this. It'll take years to catch up on chatbot coding and other use cases. Interesting to think about if Stadia was still around what the business model for Genie would be. I would bet more on a Fortnite/Roblox consumer platform approach vs enterprise toolsets if $GOOGL is leading the pack on this"
X Link 2026-01-31T19:21Z [---] followers, [---] engagements

"Agreed this also reinforces acore point which is talent density in these frontier labs really matters. Deepmind produced Genie [--] with a fraction of the $88 billion zuck spent. His talent spending spree was/is logical with this frame but the question is how much 10/100x AI talent is out there. Proven frontier labs Anthropic/Deepmind/yes even OAI deserve super high valuation premiums https://twitter.com/i/web/status/2017689190935175260 https://twitter.com/i/web/status/2017689190935175260"
X Link 2026-01-31T19:59Z [---] followers, [--] engagements

"@ContrarianCurse The $GOOGL anti-trust remedy decision is going to be the rallying cry that launches a thousand Lina Khans in about [--] years"
X Link 2026-01-31T23:28Z [---] followers, [---] engagements

"Technicals - Filled the Q3 [----] gap - RSI [--] and right below 200SMA has historically been a great place to enter"
X Link 2026-02-01T16:19Z [---] followers, [---] engagements

"Fundamentals - NTM EV/EBIDTA 28x consensus CY2026 estimates at +41% EBITDA - NTM P/E 35x consensus CY2026 estimates at +56% EPS - Rev growth EBIT/Net Income/FCF margins all best in class. Comps should be $PLTR $SHOP but instead trades to $U despite better trailing and forward growth. https://twitter.com/i/web/status/2017999121156657368 https://twitter.com/i/web/status/2017999121156657368"
X Link 2026-02-01T16:30Z [---] followers, [--] engagements

"Fundamentals - NTM EV/EBIDTA 28x consensus CY2026 estimates at +41% EBITDA - NTM P/E 35x consensus CY2026 estimates at +56% EPS - Rev growth EBIT/Net Income/FCF margins all best in class. Comps should be $PLTR $SHOP but instead trades to $U despite better trailing and forward growth. https://twitter.com/i/web/status/2017999155147468875 https://twitter.com/i/web/status/2017999155147468875"
X Link 2026-02-01T16:31Z [---] followers, [---] engagements

"Catalysts - Feb [--] earnings: Quiet period ends short seller allegations fade - Q4 [----] results setup good to beat consensus - [----] full year guidance issued ecomm contribution starts to change the narrative. - Reaffirmed buy/sell side targets consensus currently at $734 +52% from here. https://twitter.com/i/web/status/2018000674735137211 https://twitter.com/i/web/status/2018000674735137211"
X Link 2026-02-01T16:37Z [---] followers, [---] engagements

"@atelicinvest Hard agree. Anyone starting counter positioning on current AI bull themes before H1 [----] Blackwell model releases are lambs to the slaughter. Add in a macro pullback and should be interesting opportunities in the wreckage out the other side"
X Link 2026-02-01T16:51Z [---] followers, [---] engagements

"@MPelletierCIO @RayDalio $NVDA is at 23x forward EV/EBIT 10-year historical average is 29x. Highest megacap tech Capex/OCF is [----] By all mean grow this narrative and we will take the other side"
X Link 2026-02-02T16:46Z [---] followers, [--] engagements

"$APP stop loss order sweeps absorbed at the key $460 buy level. Short term bottom is in. Don't overcomplicate it. "If something cannot go on forever it will stop." https://x.com/PrincipatusCap/status/2017994480419209396s=20 $APP setups like this dont come along often. Noise technicals and fundamentals coalescing at the right time. Noise - Down 32% in the last [--] weeks based on short-seller CapitalWatch claims with [--] track record or credibility - End of month options expiration stressing a high https://x.com/PrincipatusCap/status/2017994480419209396s=20 $APP setups like this dont come along"
X Link 2026-02-02T21:45Z [---] followers, [---] engagements

"@ecommerceshares you know its bad when wasteland doesn't even bother to mark up the release"
X Link 2026-02-03T14:11Z [---] followers, [---] engagements

"$AMZN earnings gonna be good AWS growth etc. Feels like all that matters is their infra execution commentary on CAPEX DC buildout which they are obviously known for. Can't spend all your OCF with the $AMZN pedigree and not tell a good story about superior compute growth rates. https://x.com/PrincipatusCap/status/2018717403052425601s=20 https://x.com/PrincipatusCap/status/2018717403052425601s=20"
X Link 2026-02-03T17:56Z [---] followers, [--] engagements

"$AMZN earnings gonna be good AWS growth etc. Feels like all that matters is their infra execution commentary on CAPEX DC buildout which they are obviously known for. Can't spend all your OCF with the $AMZN pedigree and not tell a good story about superior compute growth rates. Software without a clear AI narrative is getting killed and most physical asset companies ripping. For megacap tech makes sense $AMZN short-term performance has been best after $GOOGL with it's massive physical moat. Good setup into earnings to trend ride question is should https://t.co/LJAuWQF0Fe Software without a"
X Link 2026-02-03T19:41Z [---] followers, [---] engagements

"$WMT switching to NASDAQ to get more of a tech multiple"
X Link 2026-02-03T19:47Z [---] followers, [--] engagements

"Preaching to the converted but it's wild how $APP violates every single SaaS trope out there SBC vibe coding opex fat and happy We could see a really violent technical bounce here around earnings lot of momo shorts will get their faces ripped off especially if $GOOGL confirms a healthy adtech trend. https://twitter.com/i/web/status/2019125458000871922 https://twitter.com/i/web/status/2019125458000871922"
X Link 2026-02-04T19:06Z [---] followers, [---] engagements

"I'm not mad you're holding $APP $MU $IREN I'm mad you have no cash to buy more"
X Link 2026-02-04T19:25Z [---] followers, [---] engagements

"me reaching for $APP Sep [----] 550s again"
X Link 2026-02-04T19:29Z [---] followers, [---] engagements

"@DeItaone Does everyone realize how lucky we are to have Blessed Bessent Guy is psyoping the Iranians with Nicki M tiktoks [--] second and swift flows the next. Generational gay"
X Link 2026-02-05T16:48Z [---] followers, [---] engagements

"@mathlonning perfect bounce off the the 100sma and long term lower trend line. I don't love the rising wedge formation but agree the fundamentals and non correlation are key. $155 trading $200 long term target"
X Link 2026-02-05T16:55Z [---] followers, [--] engagements

"@accrued_int Given the $META and $GOOGL prints the idea that AI is a headwind and not tailwind in adtech is a head scratcher. No ones vibe coding an AXON anytime soon and AI startups are targeted at specific points of the stack. Well done on your entry point think youll be rewarded"
X Link 2026-02-05T19:57Z [---] followers, [---] engagements

"$APP keeps getting baseless short seller reports because their business model and FCF/Net Income margins are so outside the adtech norm. They get punished because people dont believe they can be so profitable without fraud. Go back and read Citron in [----] on $SHOP: same idea different decade. @VoltPortfolio @VoltPortfolio I haven been writing about almost every $APP rumor over the last [--] months - yes I have heard crazy accusations. But did you read the $APP Q2-25 transcript Adam Foroughi discussing the intentional "gating" of the companys new self-serve advertising platform. The"
X Link 2026-02-05T20:10Z [---] followers, [---] engagements

"@SydSteyerhart perfect ending they were twins who fucked that kind of connection isn't going to be disrupted by anything especially an ugly warrior princess"
X Link 2026-02-05T20:40Z [---] followers, [--] engagements

"Anthropic's death star status has $AMZN [----] vibes. Initial winner with a huge opportunity set focuses on AWS and ends up fumbling grocery. $COST somehow makes going to a warehouse the highlight of a soccer mom's week. Hardware vs software makes building a durable moat even harder models distilled in months. Lots of winners in the (profit) pool https://twitter.com/i/web/status/2019525155668783340 https://twitter.com/i/web/status/2019525155668783340"
X Link 2026-02-05T21:34Z [---] followers, [---] engagements

"@TheTechInvest $IREN you're selling CIOs are restarting old watermills for spare kilowatts and you're selling"
X Link 2026-02-05T21:50Z [---] followers, [----] engagements

"@growing_daniel Shes running"
X Link 2026-02-05T22:34Z [---] followers, [---] engagements

"@trevhesinvests Keeps getting better. Would love to see more forward flow instead but as long as pricing comes in strong we're good. No ones vibe coding a private credit/BBB consumer connector anytime soon"
X Link 2026-02-06T15:07Z [---] followers, [---] engagements

"Interesting this was at 1/4th dose. Microdosing was my projected path as well but this def gives me pause. Would love to eliminate food noise and then taper off sounds like you need extreme discipline and precise dosing to pull this off. Makes me bullish $OMDA or some other digital health copilot that will pairs with a GLP-1. https://twitter.com/i/web/status/2013331891118596308 https://twitter.com/i/web/status/2013331891118596308"
X Link 2026-01-19T19:25Z [---] followers, [--] engagements

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