@PythiaR Avatar @PythiaR Pythia Cap: Partially Conductive

Pythia Capital is reportedly in talks with the US government for a $10m investment in quantum computing. According to Pythia Capital's chief oracle, Pythia, a constructive dialogue has been opened with the administration. The investment is currently pending, with the president yet to return multiple voicemails.

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Social Influence

Social category influence stocks 57.56% technology brands 26.83% finance 16.1% cryptocurrencies 5.85% countries 3.41% currencies 1.46% financial services 0.49% gaming 0.49% fashion brands 0.49% social networks 0.49%

Social topic influence ai 7.32%, $csuto 6.34%, $tdg 6.34%, $enrde #29, $nvda 5.85%, nvda 3.9%, $avgo 3.9%, company 3.41%, money 3.41%, $gev #142

Top accounts mentioned or mentioned by @evrgn11112231 @jerrycap @cmo040958 @alex_intel_ @thelapurchaser @k3ithmccullough @maxthecomrade @marcslans @brentmuio @marc_slans @buffalobillco @lexmutatio @4drant @bingobongocap @ditheringwenger @shoutshoutxyz @altaycapital @fillynillyswily @premarks @innocencecapit1

Top assets mentioned TransDigm Group, Inc. (TDG) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) GE Vernova Inc. (GEV) Microsoft Corp. (MSFT) Repligen, Corp. (RGEN) Alphabet Inc Class A (GOOGL) Danaher Corporation (DHR) Thermo Fisher Scientific Inc. (TMO) S&P Global Inc (SPGI) CH Robinson Worldwide Inc (CHRW) Moody's Corporation (MCO) Synopsys, Inc. (SNPS) Taiwan Semiconductor (TSM) Lumentum Holdings Inc. Common Stock (LITE) Apple, Inc. (AAPL) Metadium (META) Waste Connections, Inc. (WCN) Johnson & Johnson (JNJ) Basilisk (BSX) PepsiCo, Inc. (PEP) Canadian Pacific Railway (CP) General Electric Company (GE) Arcblock (ABT) Bloom Energy Corporation (BE) CatCoin (CAT) TFI International Inc. (TFII) Entegris, Inc. (ENTG) Twist Bioscience Corporation Common Stock (TWST) Lam Research Corporation (LRCX) KLA Corp (KLAC) Advanced Micro Devices (AMD) Endava plc American Depositary Shares (DAVA) Accenture (ACN) Cognizant Technology Solutions Corp (CTSH)

Top Social Posts

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

"If you take consensus [----] estimates for $CSU.TO FCF (which are often expressed in USD vs. the stock quoted in CAD) and take consensus $TOI.V and $LMN.V FCF estimates for [----] (TOI in EUR LMN in CAD) and subtract the non-controlling interest in TOI/LMN from CSU's consensus FCF you get $CSU.TO trading at 22x 2026E FCF. Not a perfect measure (e.g you should burden working capital there's implicit assumptions of the sell side around cap deployment etc) but it's a ballpark. CapIQ has it at 25x basically cash EPS for [----] which is closer to that more fully burdened FCF number. Point is: it's not"
X Link 2025-09-24T03:48Z 67.7K followers, 68.1K engagements

"Love that he sold $CP at the bottom right into the best setup for the stock in like 3-4 years. .@BillAckman buys $META https://t.co/IflNKGx7pD .@BillAckman buys $META https://t.co/IflNKGx7pD"
X Link 2026-02-11T19:42Z 67.7K followers, 23.7K engagements

"So Richtie Bros is down 13% because $CHRW is down 22% and theyre both in I guess the same bucket even though they have nothing to do with one another"
X Link 2026-02-12T17:53Z 67.7K followers, 11.2K engagements

"No you see a karaoke machine company said they vibe coded freight forwarding and that caused $CHRW to crater which caused degrossing across all industrials that then spilled over into everything else & caused retail to panic sell and thats how we got the Great Depression of 2028"
X Link 2026-02-12T20:22Z 67.7K followers, 39.6K engagements

"Why have all the IT services guys shit the bed the last 2-3 weeks $ACN $CTSH $DAVA $EPAM"
X Link 2025-08-06T21:13Z 67.7K followers, 46.3K engagements

"$WCN premium over $RSG & $WM almost the lowest in [--] years; mostly due to $RSG re-rate & WCN de-rate"
X Link 2025-11-07T03:52Z 67.7K followers, [----] engagements

"$GOOG has $170b of OCF growing like 10-20% a year they can throw around at compute to force OAI to do giant fundraising every year which they cant do forever. Kinda smart to throw their weight around now tbh. Should probably max the fuck out of capex for like 3-4 years just to fuck the Twink. https://twitter.com/i/web/status/2019182078148133154 https://twitter.com/i/web/status/2019182078148133154"
X Link 2026-02-04T22:51Z 67.7K followers, 147.9K engagements

"@clubmaliboo Vertiv"
X Link 2026-02-13T02:59Z 67.7K followers, [----] engagements

"JPM Trust the Bioprocess $DHR $RGEN $TMO"
X Link 2025-10-09T13:30Z 67.7K followers, [----] engagements

"Bought $MCO and $TDG This market is retarded"
X Link 2026-02-03T15:06Z 67.7K followers, 19.5K engagements

"Just tried doing this and 1) its expensive as fuck 2) $SPGI native AI capabilities are ass their chatbot is retarded. Did you know that $SPGI & Anthropic announced a collaboration to bring financial data into Claude With this cutting-edge integration customers can unlock S&P Globals trusted data and insights seamlessly and reliably within Anthropics Claude. Source: Kensho Communications https://t.co/3c8263d2aP Did you know that $SPGI & Anthropic announced a collaboration to bring financial data into Claude With this cutting-edge integration customers can unlock S&P Globals trusted data and"
X Link 2026-02-09T21:43Z 67.7K followers, 27K engagements

"Might buy some $CHRW just cuz AI isnt going to replace the freight brokerages or forwarders. It will make them far more efficient. The sell off feels way overdone (although CH was already trading at very high valuations). AI isnt going to replace the freight brokerages or forwarders. It will make them far more efficient. The sell off feels way overdone (although CH was already trading at very high valuations)"
X Link 2026-02-12T18:21Z 67.7K followers, [----] engagements

"Canadian industrials blowing up $WCN $RBA $STN"
X Link 2026-02-12T17:41Z 67.7K followers, 11.2K engagements

"👀 *BREAKING: META ACQUIRES OPENCLAW FOR $1B PLANS TO INTEGRATE WITH META RAYBANS LLAMA TO POWER OPEN SOURCE PERSONAL SUPER INTELLIGENCE *BREAKING: META ACQUIRES OPENCLAW FOR $1B PLANS TO INTEGRATE WITH META RAYBANS LLAMA TO POWER OPEN SOURCE PERSONAL SUPER INTELLIGENCE"
X Link 2026-02-13T17:16Z 67.7K followers, 17.2K engagements

"We are near the end of the fuckin exponential"
X Link 2026-02-13T20:34Z 67.7K followers, [----] engagements

"@midwit_capital @verdadcap Pretty sure they arent not overweight the CSU type thing thats why CSU can keep deploying capital lol"
X Link 2026-01-30T14:12Z 67.7K followers, [----] engagements

"BREAKING: 6x Levered long software investors who cant exit think software is okay actually https://t.co/F397gCDXlz https://t.co/F397gCDXlz"
X Link 2026-02-11T16:39Z 67.7K followers, 84.8K engagements

"Well bottom in SaaS when valuation charts start quoting GAAP PE instead of non-GAAP. @Wallfacer_LuoJi The 10% yield isnt all SBC right https://t.co/eKuIRb3tL8 @Wallfacer_LuoJi The 10% yield isnt all SBC right https://t.co/eKuIRb3tL8"
X Link 2026-02-12T12:50Z 67.7K followers, [----] engagements

"@evrgn11112231 @AltayCapital @Athipatla I cant reconcile his performance with his incredibly stupid tweets so Im forced to conclude hes lucky"
X Link 2026-02-13T23:39Z 67.7K followers, [---] engagements

"Yea sex is great and all but have you ever bought things from someone undergoing a forced liquidation"
X Link 2021-03-29T00:49Z 67.7K followers, [----] engagements

"The greatest lesson I took from Munger is not about investing but about resilience. He lost his [--] year old son to cancer. He lost his eye. He lost most of his money in a divorce. His fund had 50%+ drawdowns and yet every day he got up over and over again to keep compounding"
X Link 2023-11-28T21:28Z 67.7K followers, 230.7K engagements

"@Wesleymooch @AdamLiwinski I seem to be getting a lot of likes and ratioing people for it tbh Also Im not jealous. His life sounds awful. His kids hate him hes had multiple wives etc. wouldnt trade places with him for $100b"
X Link 2024-05-26T21:19Z 67.7K followers, 87.3K engagements

"What happened to $ZTS and $EL is a reminder why we dont pay 50x+ earnings for HSD/LDD eps compounders"
X Link 2024-11-01T12:22Z 67.6K followers, 89.5K engagements

"@fraunhaufer Wow so you must want to cancel Obama for taking jovially to him then huh"
X Link 2025-01-09T18:50Z 67.7K followers, 48.6K engagements

"$EFN.TO Never talked about on Fintwit. Very simple biz: fleet leasing. Mgmt dialed in on the right things: growing high ROE services biz (ROE accretion = P/TBV uplift over time) paying down high cost prefs refinancing cap stack lower over time. Been a happy owner since $21"
X Link 2025-08-18T23:11Z 67.7K followers, 10.8K engagements

"$GEV LTSAs repricing 50-100% higher both in renewals and new business (and new biz has higher LTSA attach rates). $ENR.DE not talking openly about it but you can triangulate the same dynamic: new biz is really an interesting business to do repricing of the old book (10+ year renewal cycle) is a very gradual lets say increase. https://twitter.com/i/web/status/1968788215328031213 https://twitter.com/i/web/status/1968788215328031213"
X Link 2025-09-18T21:24Z 67.7K followers, [----] engagements

"Port after todays fun: $CLPT 35% $CSU.TO 15% $ASML 10% $RPID 10% $TDG 9% $IAG calls of various strikes 9% $RGEN 5% $TSM 2.5% $SNPS 2.5% $SMNEY 2%"
X Link 2025-09-24T20:46Z 67.7K followers, 16K engagements

"Gonna need a lot of turbines $GEV $ENR.DE Seeing is believing - we just published a new piece detailing the massive scale and investment implications of the Stargate project. This is just one xAIs and Hyperion are even bigger. If any of you had any doubts - a year ago most of this was dirt: https://t.co/eXF3V38dRb Seeing is believing - we just published a new piece detailing the massive scale and investment implications of the Stargate project. This is just one xAIs and Hyperion are even bigger. If any of you had any doubts - a year ago most of this was dirt: https://t.co/eXF3V38dRb"
X Link 2025-09-29T15:13Z 67.7K followers, 24.1K engagements

"$OKLO is a $19 billion market cap company with no real business. $CLPT enabled the breakthrough treatment of a degenerative neurological condition (requiring literal brain surgery) and now is a robotics play with less than $1b in market cap"
X Link 2025-10-03T12:54Z 67.7K followers, 45.2K engagements

"Gonna need a lot more turbines $GEV $ENR.DE U.S. data center capacity is growing rapidly and is expected to reach [----] GW by the end of Q4 [----] (OctoberDecember) according to Goldman Sachs. https://t.co/Rem1KDFpFi U.S. data center capacity is growing rapidly and is expected to reach [----] GW by the end of Q4 [----] (OctoberDecember) according to Goldman Sachs. https://t.co/Rem1KDFpFi"
X Link 2025-10-09T13:14Z 67.7K followers, [----] engagements

"Yes now a man in waste management can afford this $GFL A man in waste management could raise a family in a house like this [--] years ago https://t.co/2sXm7FhHCU A man in waste management could raise a family in a house like this [--] years ago https://t.co/2sXm7FhHCU"
X Link 2025-10-16T19:04Z 67.7K followers, 29.5K engagements

"$VRT order book strength in EU probably bodes well for the more EU focused $ENR.DE"
X Link 2025-10-22T16:27Z 67.7K followers, [----] engagements

"$CSU.TO down on news that Mark Miller is going to come out and say Mark Leonard was also just juicing numbers with short-term initiatives which placed too much emphasis on in quarter performance to hit street #s before he jumped ship to be Minister of Grave Digging. $FI CEO: We're done chasing quarterly pops "Fiserv's recent results have increasingly relied on short-term initiatives. These initiatives place too much emphasis on pursuing in-quarter results as opposed to building long-term relationships by prioritizing business that both $FI CEO: We're done chasing quarterly pops "Fiserv's"
X Link 2025-10-29T14:53Z 67.7K followers, 57.5K engagements

"Honestly teared up reading this. Needed to hear it for various personal reasons"
X Link 2025-11-10T19:11Z 67.7K followers, 61.7K engagements

"$TDG now at multiple parity with Safran & a significant discount (vs. historical premium) to $GE and $HWM. Also a consensus short vs. $GE & other aero longs"
X Link 2025-11-12T00:07Z 67.6K followers, 15.9K engagements

"The opposite of AI is healthcare. I dont know why. But its how god made it and who am I to question His wisdom"
X Link 2025-11-13T17:28Z 67.7K followers, [----] engagements

"$ENR.DE $GEV Barclays on gas turbines: "TTM ordered capacity was up +48% in Q3 (after being up +41% in Q2) while TTM units ordered were +76% y-o-y (after being +65% in Q2). The data reinforces our view that GTs are one of the most attractive end-markets in MI at present." https://t.co/g34NbAJTA2 Barclays on gas turbines: "TTM ordered capacity was up +48% in Q3 (after being up +41% in Q2) while TTM units ordered were +76% y-o-y (after being +65% in Q2). The data reinforces our view that GTs are one of the most attractive end-markets in MI at present." https://t.co/g34NbAJTA2"
X Link 2025-11-14T20:57Z 67.7K followers, 10.4K engagements

"There were a few remaining bios to be processed in Q3 $DHR $TMO $RGEN $DIM.FP $WST"
X Link 2025-11-18T16:09Z 67.7K followers, [----] engagements

"Wen $TMO bid for $RGEN"
X Link 2025-11-18T16:27Z 67.6K followers, [----] engagements

"@cap_zay I am of course referring to uh $WCN"
X Link 2025-11-21T17:18Z 67.6K followers, [----] engagements

"Short OAI proxies (long $META = short OAI) Long $GOOG proxies Long momentum healthcare (flows out of AI)"
X Link 2025-11-25T15:19Z 67.6K followers, 13.8K engagements

"$RGEN on the significant opportunity for them in emerging biosimilars. Note $ABT has been fairly vocal about a significant portfolio of biosimilars upcoming in their EPD business"
X Link 2025-11-29T01:27Z 67.6K followers, [----] engagements

"DB on China Anti-Involution policies. 1) maybe time to start sniffing around chems $IMCD 2) the irony of China trying to find top down solutions to a problem caused by their top down solutions (rather than just letting markets function) is endlessly amusing"
X Link 2025-12-01T18:33Z 67.7K followers, [----] engagements

"Bullish $ENR.DE (more Europe heavy installed base & tech network; higher share of EU power gen than US). Microsoft $MSFT CEO Satya Nadella said Monday that his company is increasingly looking to Europe as a key region for its AI strategy - Politico Microsoft $MSFT CEO Satya Nadella said Monday that his company is increasingly looking to Europe as a key region for its AI strategy - Politico"
X Link 2025-12-02T16:12Z 67.7K followers, 15.5K engagements

"$ENR.DE relatively cheap Bullish $ENR.DE (more Europe heavy installed base & tech network; higher share of EU power gen than US). Bullish $ENR.DE (more Europe heavy installed base & tech network; higher share of EU power gen than US)"
X Link 2025-12-02T17:48Z 67.7K followers, 10.7K engagements

"Solid waste companies cheapest relative to S&P in over a decade and cheapest to equal weight S&P + broader industrials since 2021"
X Link 2025-12-08T20:19Z 67.7K followers, 39K engagements

"$ENR.DE is also massively sandbagging. Not as well positioned as $GEV but the multiple disparity is too big and will close esp as the Europeans wake up. 5% position for me. $GEV (Bloomberg) -- GE Vernova the US manufacturer of power generation equipment doubled its dividend and increased its scope for share buybacks while increasing earnings projections amid soaring demand for electricity. At its investor day in New York Tuesday the company https://t.co/PmM5vZej7l $GEV (Bloomberg) -- GE Vernova the US manufacturer of power generation equipment doubled its dividend and increased its scope for"
X Link 2025-12-09T21:53Z 67.7K followers, 31K engagements

"Gonna get another chance at $TDG $1250 arent we"
X Link 2025-12-10T15:55Z 67.6K followers, [----] engagements

"The power thesis isnt just data centres its also air conditioning. $GEV $ENR.DE $TLN"
X Link 2025-12-10T18:35Z 67.7K followers, 16.6K engagements

"@BuffaloBillCo I mean $ENR.DE at like 25x [----] service EBIT is not pricing that in haha which is why Im long it and not GEV but generally agree with the pushback. Just saying I dont think this is a massive overbuild into flat demand its a build into a good demand story but one with risks"
X Link 2025-12-10T22:38Z 67.7K followers, [---] engagements

"Gut feel is [----] sees: More dispersion in the AI trade need to be much more selective. A lot more to do outside the AI trade"
X Link 2025-12-12T01:33Z 67.6K followers, 12.6K engagements

"Still a long way from going through outlooks but: Some bits of aero seem interesting like $CRS on Boeing/Airbus reaccel + strength in CCGT. $TDG reasonable here but not really a catalyst for it. Parts of transports $CP $TFI/LTL on trucking market strength + rate cuts seeing back half accel. Copper + lithium in M&M. Gold capex plays sort of interesting like Epirock and Sandvik. Lots in life sciences but think $DHR $RGEN $RPID in bioprocessing $TWST back half [----]. Power linked to AI but like $ENR.DE and need to look at $TLN but think disconnect between power futs + $TLN price make it an"
X Link 2025-12-12T01:38Z 67.6K followers, [----] engagements

"$JNJ & $MCK at basically the same multiple feels wrong"
X Link 2025-12-17T22:06Z 67.6K followers, [----] engagements

"Think the two ways it resolves are: More efficient chips More power Ao the play is still own NVDA but also probaby own baseload power gen capex plays $ENR.DE grid/transition stuff like $PWR maybe some utilities against edge/shortfall plays like $BE $CAT etc. but thats a hard trade to manage in the near term so you gotta wait for it to crack to put on the short leg. https://twitter.com/i/web/status/2001729495477424302 https://twitter.com/i/web/status/2001729495477424302"
X Link 2025-12-18T19:01Z 67.7K followers, [----] engagements

"Random stuff Im noodling: $MSFT Azure reaccel next year $ASML 🎶 memoriessssss 🎶 $BSX Watchman catalyst + consensus est revision @ too low a mult to the rest of medtech $ENR.DE sandbagging everything + power trade keeps running $SNPS EDA strong year on R&D strength in semis + lapping the god awful last quarter $TFII trucking rate recovery on admin/reg changes finally helping supply + rate cuts marginally helping demand + TFI has some self help improvements. $NXT recovery/continuation of bifurcation in utility scale solar deployment $ALB lithium px below incentive China suppl getting better"
X Link 2025-12-19T04:17Z 67.7K followers, 20.5K engagements

"Being short $SES.TO an interesting little biz quite defensive and very high quality production/volume linked not price linked. Not expensive but not as cheap as it was but mgmt is good capital allocation very sensible. probably gets sold in a while. $ARX.TO extremely well run natty/condensate (which tends to track heavy oil) in Canada but I dont really want the commodity exposure right now. But good assets well run good production/share growth. Other than that feels like a tough space to be long. Think if youre long/short theres probably good spread and/or being able to hedge the commod and"
X Link 2025-12-19T04:48Z 67.6K followers, [----] engagements

"@PizzaWisdom90 Long $NVDA Long $TFII Short like $HPQ or something memory/consumer levered"
X Link 2025-12-19T19:52Z 67.7K followers, [---] engagements

"The only way $TDG is growing 5% organic in [----] is if volume growth is zero. Would be willing to bet significant amounts of money that this is wrong"
X Link 2025-12-31T19:19Z 67.7K followers, 21.4K engagements

"I must admit I am tempted $IMCD Oakmark on 4Q25 $IMCD initiation https://t.co/YBCdRRIDVe Oakmark on 4Q25 $IMCD initiation https://t.co/YBCdRRIDVe"
X Link 2026-01-14T22:03Z 67.7K followers, 13.5K engagements

"@Fillynillyswily My favorite part is he is structuring long cyclicals as long Stantec United rentals RB global Toromont And Im like brother youre making the same trade [--] times"
X Link 2026-01-15T00:09Z 67.7K followers, [---] engagements

"Haters: $TDG cant do m&a $TDG: what if we close $3b of deals in [--] days. $TDG buying two PMA manufacturers. https://t.co/6cY3ZBwDhv $TDG buying two PMA manufacturers. https://t.co/6cY3ZBwDhv"
X Link 2026-01-16T13:46Z 67.6K followers, 15.9K engagements

"@P_Remarks Bro $LW isnt that great a company"
X Link 2026-01-20T03:37Z 67.7K followers, [----] engagements

"Assets with a 5% terminal decline at a 12% discount rate are worth around 6x. [--] years of 15% growth out exit at 6x and your DCF spits out a justified multiple of about 11x today. $CSU.TO On the same basis the stock today is pricing around a 1-2% terminal decline. Up to you to figure out if youre that bearish software or not. https://twitter.com/i/web/status/2013657638714642838 https://twitter.com/i/web/status/2013657638714642838"
X Link 2026-01-20T16:59Z 67.6K followers, 33.9K engagements

"Just sold some $CSU.TO to buy $NVDA"
X Link 2026-01-21T15:56Z 67.6K followers, 20.4K engagements

"$ASML closing in on $TDG stock price"
X Link 2026-01-26T15:00Z 67.6K followers, [----] engagements

"Cc $ENR.DE My side quest as a hobby power/utilities analyst. (Cause I want to track the GW for AI infra) Tracking $GEV is very interesting. Sold out forever with the electrification product catalogue basically. https://t.co/ZUrQkWZlfs My side quest as a hobby power/utilities analyst. (Cause I want to track the GW for AI infra) Tracking $GEV is very interesting. Sold out forever with the electrification product catalogue basically. https://t.co/ZUrQkWZlfs"
X Link 2026-01-26T22:25Z 67.7K followers, [----] engagements

"$ENTG trading like a semicap when it is definitely not a semicap"
X Link 2026-01-27T15:44Z 67.6K followers, [----] engagements

"Anon did you listen and get long memory exposed WFE Healthcare 2026: Life Sciences has best sub-sector R/R Cyclical recovery Onshoring tailwinds Earnings upside We know what the market does to accelerating growth stories Favorite theme Pharma onshoring capex TRUST IN THE (BIO)PROCESS. $DHR $TMO $RGEN $DIM.FP https://t.co/Pfwf9bqOIV Healthcare 2026: Life Sciences has best sub-sector R/R Cyclical recovery Onshoring tailwinds Earnings upside We know what the market does to accelerating growth stories Favorite theme Pharma onshoring capex TRUST IN THE (BIO)PROCESS. $DHR $TMO $RGEN $DIM.FP"
X Link 2026-01-28T13:31Z 67.6K followers, [----] engagements

"Anon why are you playing for whether $DHR is going to grow [--] or 5% when $ASML just doubled consensus bookings for the quarter"
X Link 2026-01-28T13:32Z 67.6K followers, [----] engagements

"$CSU.TO making new lows"
X Link 2026-01-28T15:08Z 67.6K followers, 11.2K engagements

"If we are still in the beginning phase why is Azure revenue not accelerating q/q HMMMMMMMMMMMMM $MSFT"
X Link 2026-01-29T00:04Z 67.7K followers, [----] engagements

"If you think about the [--] companies that reported in software Microsoft NOW and SAP. MSFT is down because they used GPUs for internal use and they missed on azure NOW is down because I dont know. SAP is down because they had deals pushed out. And the entire SaaS space is trading like its got a macro/disruption problem. Dont step in front of it but IMO it highlights how dumb/non fundamental the market is. https://twitter.com/i/web/status/2016891574068924594 https://twitter.com/i/web/status/2016891574068924594"
X Link 2026-01-29T15:09Z 67.7K followers, 87.6K engagements

"@InnocenceCapit1 @viggy_krishnan Sir CSU is not a shitco its just Canadian"
X Link 2026-01-29T17:48Z 67.6K followers, [----] engagements

"Pretty wild $DHR has spent almost $40b on M&a since [----] and FCF is basically flat"
X Link 2026-01-30T23:56Z 67.7K followers, 37.3K engagements

"Kind of funny to hear $JNJ more bullish about the 5-7% growth through the end of the decade. Like yes well you spun your consumer shitco and now youre gonna spin ortho. Id hope you were more bullish because mathematically youre just jettisoning your lower growth assets"
X Link 2026-01-31T01:31Z 67.6K followers, [----] engagements

"Me buying $ASML at ATHs "Courage is found in unlikely places." J.R.R. Tolkien https://t.co/5QczCNohoa "Courage is found in unlikely places." J.R.R. Tolkien https://t.co/5QczCNohoa"
X Link 2026-01-31T02:03Z 67.6K followers, [----] engagements

"Has anyone just tried asking $COST if they can get GPUs in bulk Seems like the first place Id go tbh"
X Link 2026-01-31T06:40Z 67.6K followers, [----] engagements

"This is just actual Starfield footage 😂 Wow. Just made my first AI video game with Googles Genie [--] The prompt: "Make me a AAAA Bethesda-style space RPG about exploring moons. Focus entirely on rock textures ignore actual gameplay content." The gaming industry has never been so cooked. https://t.co/If2iC9vM4g Wow. Just made my first AI video game with Googles Genie [--] The prompt: "Make me a AAAA Bethesda-style space RPG about exploring moons. Focus entirely on rock textures ignore actual gameplay content." The gaming industry has never been so cooked. https://t.co/If2iC9vM4g"
X Link 2026-01-31T13:56Z 67.6K followers, [----] engagements

"$BSX is gonna dump back to $87 on a miniscule EP miss on earnings isnt it"
X Link 2026-02-02T15:34Z 67.7K followers, 10.9K engagements

"Mom how did we get so rich Your dad bought stocks with accelerating toplines $TWST $ASML $LITE"
X Link 2026-02-02T15:53Z 67.7K followers, [----] engagements

"I maintain that $CSU.TO is one of the only cheap names in software with highly differentiated (and IMO more durable) revenue drivers than the rest of the sector w/ an SBC unburdened cash flow statement. good chart from Jefferies https://t.co/iO2WxJzPFE good chart from Jefferies https://t.co/iO2WxJzPFE"
X Link 2026-02-02T15:58Z 67.6K followers, 43.4K engagements

"@JerryCap No idea but Bruce Power is the largest nuclear plant in North America $TRP"
X Link 2026-02-02T17:00Z 67.7K followers, [----] engagements

"$ENTG now more expensive than $KLAC on CY2027 and at parity with $LRCX"
X Link 2026-02-02T17:14Z 67.7K followers, [----] engagements

"JPM IT guy with a sick burn on all you $MSFT bears"
X Link 2026-02-02T21:30Z 67.7K followers, 23.2K engagements

"@TheLAPurchaser I love it when people are like Im long Korea what a brilliant macro call Like bud youre long memory and diluting it with stuff you dont need calm the fuck down"
X Link 2026-02-03T04:34Z 67.6K followers, [----] engagements

"A million robotaxis on the road in [----] Data Center in Space is the new Solar roof shingle. Data Center in Space is the new Solar roof shingle"
X Link 2026-02-03T04:41Z 67.7K followers, 24.6K engagements

"K I guess we get another stab at 20% IRRs $TDG"
X Link 2026-02-03T14:33Z 67.7K followers, 13K engagements

"So were disrupting CRAs now $MCO"
X Link 2026-02-03T14:57Z 67.7K followers, [----] engagements

"@k3ithmccullough Its a shitco"
X Link 2026-02-03T15:10Z 67.6K followers, [----] engagements

"No no see its easy. Anthropic released a legal software thing and that took down $TRI which took down $MCO and $SPGI even though they dont sell legal software but then that took down $CSU.TO and $MSFT which took down $NVDA which is why $KLAC is down"
X Link 2026-02-03T15:20Z 67.7K followers, 40.2K engagements

"$TDG up to second largest position behind $TWST Pods getting blown out mgmt has $10b in M&a capacity = lots of cash behind the $1250 buyback put"
X Link 2026-02-03T16:34Z 67.6K followers, [----] engagements

"Just a reminder $CSUU.TO exists"
X Link 2026-02-03T16:46Z 67.7K followers, [----] engagements

"The hilarious thing is $NVDA down on a day when Claude finally disrupts all of software"
X Link 2026-02-03T16:49Z 67.7K followers, 19.5K engagements

"@NoCapCapital5 And $AVGO down becuase VMWare is software of course"
X Link 2026-02-03T16:58Z 67.6K followers, [----] engagements

"@JerryCap My robot says your robot is retarded"
X Link 2026-02-03T17:20Z 67.7K followers, 16.7K engagements

"@firstadopter @evrgn11112231 Bro theyre making EUV machines out of LEGO in China Claude can just 3D print one"
X Link 2026-02-03T20:15Z 67.6K followers, [----] engagements

"If Anthropic is vibe coding legal software $DUOL is a zero"
X Link 2026-02-03T20:48Z 67.7K followers, 28.1K engagements

"@JerryCap No you sold yesterday and bought $TDG because aero has nothing to do with software"
X Link 2026-02-03T20:55Z 67.6K followers, [----] engagements

"Were selling $SPGI off more than $FDS lol okay"
X Link 2026-02-03T20:58Z 67.6K followers, [----] engagements

"0 % of the value of what $CSU.TO is buying is coming from their TV. Theyre pretty explicit about that. A lot of the stock mult was the TV but thats becoming less relevant at todays multiple. if most of the value (70%+) of most sw companies comes from terminal value (beyond forward years 5-10) and that terminal value is being questioned by the cont'd progress in AI why shouldn't sw companies be down present is fine but that's not where most of value comes from if most of the value (70%+) of most sw companies comes from terminal value (beyond forward years 5-10) and that terminal value is being"
X Link 2026-02-03T21:16Z 67.6K followers, 11.3K engagements

"I sold some $CSU.TO at $3000 after buying it at $4k to buy $LITE at $340. You dont have to make it back the way you lost it. Publicly humiliating professional investors and analysts is one of my favorite hobbies. Eat shit spreadsheet monkeys. https://t.co/P2SQaDgzvB Publicly humiliating professional investors and analysts is one of my favorite hobbies. Eat shit spreadsheet monkeys. https://t.co/P2SQaDgzvB"
X Link 2026-02-03T21:33Z 67.7K followers, [----] engagements

"@directioncorrec I have almost 100% confidence its $CHGG"
X Link 2026-02-03T22:03Z 67.7K followers, [----] engagements

"Yes theres a CPU shortage but have you considered that both $AMD and $INTC suck ass. Advanced Money Destroyer $AMD is back 🚨 Look out belowwwww 📉📉 https://t.co/XjHa7EuUsZ Advanced Money Destroyer $AMD is back 🚨 Look out belowwwww 📉📉 https://t.co/XjHa7EuUsZ"
X Link 2026-02-03T22:04Z 67.7K followers, 17.3K engagements

"Its because people are vibe coding burritos BREAKING: Chipotle stock $CMG falls -11% after reporting another sharp drop in restaurant traffic. https://t.co/l1qzqNzTrO BREAKING: Chipotle stock $CMG falls -11% after reporting another sharp drop in restaurant traffic. https://t.co/l1qzqNzTrO"
X Link 2026-02-03T23:01Z 67.7K followers, 27.1K engagements

"Also sold a bunch of $CSU.TO to get long $AVGO & $NVDA 5%/6% positions respectively. with due respect to $AMD and $AAPL we have seen two ok but not "holy cow rip memory pricing to infinity and let $TSM jack infinite price" prints. so capacity tightness has been caused by a party that hasn't reported + will crush numbers. My guess is $NVDA but open to feedback with due respect to $AMD and $AAPL we have seen two ok but not "holy cow rip memory pricing to infinity and let $TSM jack infinite price" prints. so capacity tightness has been caused by a party that hasn't reported + will crush numbers."
X Link 2026-02-03T23:43Z 67.6K followers, 11.3K engagements

"$NVDA is a short because their largest clients are the hyperscalers and the hyperscalers biggest customers are SaaS and AI is destroying SaaS Strawman say wat https://t.co/U66ILYPHWA Strawman say wat https://t.co/U66ILYPHWA"
X Link 2026-02-04T00:16Z 67.7K followers, 13K engagements

"@lexmutatio 90% of $NOW growth is upsell. You could keep retention at 100% but have customers do their own modules and growth would zero and the stock trades at like 50x GAAP PE"
X Link 2026-02-04T13:44Z 67.6K followers, [----] engagements

"How much of the value arises from the data layer vs upsell in UI Eg how much is Tableau how much is CRM I think most would agree CRM/SoRs are fine. But not all of the value of $CRM the stock is their SoR its also upsell around it. IMO its that second piece that is threatened and credibly so. Ill find it later but JPM had a good peice on some of the upstarts https://t.co/7BBGVtBRbx https://t.co/7BBGVtBRbx"
X Link 2026-02-04T14:00Z 67.6K followers, [---] engagements

"The same institutions being idiots with software in [----] are being idiots with software again. - JPM"
X Link 2026-02-04T15:33Z 67.6K followers, 21.8K engagements

"Cc all the parking meter software and other stuff inside $CSU.TO that is similar to $TYL (like 20-30% of the biz at CSU) "we have very little seat-based pricing. So most of Tyler's pricing is tied to size of the application. The number of parcels of property that the county has the number of [---] calls that the public safety agency responds to as opposed to the number of seats. So in terms of risk "we have very little seat-based pricing. So most of Tyler's pricing is tied to size of the application. The number of parcels of property that the county has the number of [---] calls that the public"
X Link 2026-02-04T15:54Z 67.7K followers, 15.7K engagements

"$APH Why is everyone plotting the end of copper cable We are not replacing [----] copper cables in the spine just yet are we Apparently CPO option in NVLink switch trays allow hooking up two NVL72 racks for Rubin Ultra. h/t @ayz_yzyz Thats cool but connecting racks is Why is everyone plotting the end of copper cable We are not replacing [----] copper cables in the spine just yet are we Apparently CPO option in NVLink switch trays allow hooking up two NVL72 racks for Rubin Ultra. h/t @ayz_yzyz Thats cool but connecting racks is"
X Link 2026-02-04T16:30Z 67.7K followers, [----] engagements

"$AVGO at 23x [----] $NVDA at 23x. What are we doing folks. Were having a good old fashioned de grossing All because of Amy f*cking Hood"
X Link 2026-02-04T17:15Z 67.7K followers, 14.1K engagements

"@evrgn11112231 @k3ithmccullough $CSU.TO for sure"
X Link 2026-02-04T17:26Z 67.6K followers, [---] engagements

"I am kind of legit concerned if $GOOG misses its going to cause an epic degrossing shockwave that will nuke everything"
X Link 2026-02-04T17:38Z 67.7K followers, 78.1K engagements

"I am such a fucking contra for this but $PEP and $AVGO trade at the same [----] earnings multiple"
X Link 2026-02-04T18:27Z 67.7K followers, 18.6K engagements

"@chat_SBC Which is why its cheap relative to Broadcom"
X Link 2026-02-04T18:38Z 67.7K followers, [---] engagements

"Its early cycle wtf do you need defensives for you should be selling your $PEP growing 5% that is ripping because positioning was so offside to buy actual businesses of the future that are being pummeled because pod risk managers said so The semis ETF $SMH has now round-tripped a 10% gain in the last month. Stairs up elevator down. https://t.co/uERBeZaJZa The semis ETF $SMH has now round-tripped a 10% gain in the last month. Stairs up elevator down. https://t.co/uERBeZaJZa"
X Link 2026-02-04T20:05Z 67.7K followers, [----] engagements

"$AVGO up more on the $GOOG print than $GOOG lol"
X Link 2026-02-04T21:11Z 67.7K followers, [----] engagements

"@BuffaloBillCo I am glad I own a bunch of Broadcom and zero Google lol"
X Link 2026-02-04T21:20Z 67.7K followers, [---] engagements

"$AVGOs topline is accelerating-er tho after today 😜 This is another wild slide. $GOOGL's top line is actually accelerating as it gets larger. https://t.co/krLXGkpOGG This is another wild slide. $GOOGL's top line is actually accelerating as it gets larger. https://t.co/krLXGkpOGG"
X Link 2026-02-04T22:05Z 67.6K followers, [----] engagements

"$AAPL got us to spend all their capex for them so they dont have to $GOOG ALPHABET CEO: APPLE PICKED GOOGLE CLOUD AS ITS PREFERRED CLOUD PROVIDER - CONF CALL ALPHABET CEO: APPLE PICKED GOOGLE CLOUD AS ITS PREFERRED CLOUD PROVIDER - CONF CALL"
X Link 2026-02-04T22:25Z 67.7K followers, 13.1K engagements

"@Artofthefold $AVGO $NVDA $LITE $ASML"
X Link 2026-02-04T23:21Z 67.6K followers, [---] engagements

"Does Dali leaving mark the bottom in software"
X Link 2026-02-05T02:57Z 67.7K followers, [----] engagements

"@matt_slotnick Left to go start a semis focused shitco trading account on Threads Or something like that sign of the times"
X Link 2026-02-05T03:06Z 67.6K followers, [---] engagements

"@RaisingTheBAR47 Few understand the only way to escape the permanent underclass is to BTFD on $SOXL"
X Link 2026-02-05T12:52Z 67.7K followers, [----] engagements

"@buccocapital $AVGO is a moving target & what happens when Googles COT team pushes out a tape out of their training TPU by [--] months and gets leapfrogged by Jensen who will not ever slow down his product cadence"
X Link 2026-02-05T13:04Z 67.7K followers, [----] engagements

"@MaxTheComrade @RaisingTheBAR47 In all seriousness EDA will be fine and everyone is pouring money into R&D. Think $SNPS is cheap here nice defensive biz as well within semis"
X Link 2026-02-05T13:36Z 67.7K followers, [---] engagements

"@P_Remarks They like Pepsi now. Doritos are the new Blackwell"
X Link 2026-02-05T14:12Z 67.7K followers, [----] engagements

"Its like painfully obvious today how short compute Anthropic is rn"
X Link 2026-02-05T20:31Z 67.6K followers, 53.1K engagements

"$NVDA down AH on news Amazon is going to give them all their money"
X Link 2026-02-05T21:39Z 67.7K followers, 70.9K engagements

"$AAPL sitting there looking at the hyperscalers blow their brains out on capex on a race to zero"
X Link 2026-02-05T22:16Z 67.7K followers, [----] engagements

"@TheLAPurchaser Amazon is not a memory capex company therefore one should not be long ser"
X Link 2026-02-05T22:44Z 67.6K followers, [----] engagements

"Realistically $NVDA flat because rather than provide confidence as they were supposed to the [----] capex plans are making everyone think this is peak cycle so estimate revision potential is getting overwhelmed by multiple contraction"
X Link 2026-02-05T22:46Z 67.7K followers, 14.1K engagements

"People forget that the hyperscalers do like $1.5t of revenue at 65% average gross margins and are adding $150-200b of revenue a year. The incremental GP dollars support a lot of GPUs and the decremetal opex dollars support a lot of GPUs. Yes big numbers. Welcome to these businesses: they are gigantic global and very powerful in their markets. https://twitter.com/i/web/status/2019634950706983249 https://twitter.com/i/web/status/2019634950706983249"
X Link 2026-02-06T04:51Z 67.7K followers, 104.3K engagements

"@JerryCap $6900 for lolz"
X Link 2026-02-06T12:38Z 67.6K followers, [----] engagements

"@evrgn11112231 $ZM"
X Link 2026-02-08T16:11Z 67.6K followers, [----] engagements

"This should be so incredibly concerning to you if youre a Third Point LP lol Dan Loeb hedged up using Claude. I asked Claude using his prompt. Did other PMs do similar things this past week https://t.co/H3zEHmB9CE Dan Loeb hedged up using Claude. I asked Claude using his prompt. Did other PMs do similar things this past week https://t.co/H3zEHmB9CE"
X Link 2026-02-08T16:15Z 67.7K followers, 63.3K engagements

"All you have to know is $TDG found ways to get McKechnie margins way up after purchase and you can easily believe $LOAR has no idea what theyre doing lol Former TransDigm executive on differences in $tdg vs $loar https://t.co/XTqzGaf7fB Former TransDigm executive on differences in $tdg vs $loar https://t.co/XTqzGaf7fB"
X Link 2026-02-09T11:38Z 67.7K followers, 10.5K engagements

"Why we still need pride. Cant wait till June when half of Fintwit basically tells me to get back in the closet because theyre uncomfortable with a parade and some ads on TV that represent people who arent like them. 🚨🚨 BREAKING: Referee Pascal Kaiser who proposed to his partner before the Cologne vs Wolfsburg game was attacked at his home. His address was leaked online and he received threats. The attack is believed to be linked to homophobic abuse after the proposal. @lequipe https://t.co/XzUsFEb7SV 🚨🚨 BREAKING: Referee Pascal Kaiser who proposed to his partner before the Cologne vs"
X Link 2026-02-09T11:43Z 67.7K followers, [----] engagements

"Ads are amazons best business at least on a dimension of ROIC x growth. Except you can just own $META $AMZN AWS is a $126B business growing at 24% Advertising is $68B business growing at 22% SERIOUSLY. I am not kidding. Pitch me your bear case. https://t.co/gioJMFLPqt $AMZN AWS is a $126B business growing at 24% Advertising is $68B business growing at 22% SERIOUSLY. I am not kidding. Pitch me your bear case. https://t.co/gioJMFLPqt"
X Link 2026-02-09T11:52Z 67.7K followers, 12.2K engagements

"They can turn off the buybacks lol BofA: only Microsoft generating cash flow in excess of capex in FY26 https://t.co/sZbFXP1beN BofA: only Microsoft generating cash flow in excess of capex in FY26 https://t.co/sZbFXP1beN"
X Link 2026-02-09T12:00Z 67.7K followers, [----] engagements

"@MetacriticCap @DCinvestor Good thing GPUs only last [--] years (or less according to bears which is ironically bullish)"
X Link 2026-02-09T12:53Z 67.6K followers, [---] engagements

"Kind of interesting to think about relative valuation of $ABT and $JNJ both around 20x here ABT a notch lower. Very different businesses and my gut says $ABT is the more durable company (more medtech less pharma) also with better margin leverage so for the same top line youre gonna get better EPS leverage. Issue is $ABT is decelerating and theres a chance $JNJ accelerates into [----] if they their pharma business really hits. https://twitter.com/i/web/status/2020915193816154392 https://twitter.com/i/web/status/2020915193816154392"
X Link 2026-02-09T17:38Z 67.7K followers, [----] engagements

"Hahahah imagine thinking the hyperscalers will have issues finding the money ALPHABET'S DOLLAR BOND SALE DRAWS OVER $100 BILLION OF DEMAND ALPHABET'S DOLLAR BOND SALE DRAWS OVER $100 BILLION OF DEMAND"
X Link 2026-02-09T18:27Z 67.7K followers, 16K engagements

"@contextinvestor Opus and GPT are fine if you know how to use them"
X Link 2026-02-09T22:03Z 67.7K followers, [---] engagements

"Anthropic absolutely mogging $MSFT right now Claude in PowerPoint is now available in research preview for Max Team and Enterprise. Claude reads your layouts fonts and slide masters to stay on-brand whether you're building from a template or generating a full deck from a description. https://t.co/1mwE677SCJ Claude in PowerPoint is now available in research preview for Max Team and Enterprise. Claude reads your layouts fonts and slide masters to stay on-brand whether you're building from a template or generating a full deck from a description. https://t.co/1mwE677SCJ"
X Link 2026-02-09T22:08Z 67.7K followers, 27.6K engagements

"Why are you bothering with software at 25-30x when this exists. This is your benchmark. $TSM January Revenue (USD): +19% MoM +43% YoY https://t.co/nLmtoH6uff $TSM January Revenue (USD): +19% MoM +43% YoY https://t.co/nLmtoH6uff"
X Link 2026-02-10T17:28Z 67.7K followers, 51K engagements

"@Alex_Intel_ Hes gonna zero the 50% of the company not in Taiwan too"
X Link 2026-02-10T17:52Z 67.7K followers, [----] engagements

"The bigger issue is that at its core investment advisory is a relationship business. And AI disrupts the relationship. You can literally talk to it. Anytime you want. Your RIA has to sleep Claude doesnt. For boomers wont be an issue. For AI- native zoomers who dont want to talk to anyone Different story. Unless you have $5M+ AI is already good enough to be your financial advisor. Even then its probably good enough Try it. Share net worth where/how youve allocated assets what your goals are. Ask it to analyze and identify opportunities for improvement. Stress test different Unless you have"
X Link 2026-02-10T20:32Z 67.7K followers, 25.8K engagements

"@TBU12345678 Ya cuz theyre reaching trough vs the index because were in a regime change not a cycle"
X Link 2026-02-10T22:09Z 67.7K followers, [----] engagements

"I love how we play this game of mgmt sandbagging the guide & the stock goes down & the sell side asks them & they say some version of ya were bullish we just want to start with prudent assumptions aka we are sandbagging & everyone knows it but the stock goes down anyway"
X Link 2026-02-10T22:33Z 67.7K followers, [----] engagements

"Looking at you $TMO"
X Link 2026-02-10T22:33Z 67.7K followers, [----] engagements

"@shortbus_ace UHNW now dont use it that way The UHNW of the future will. They will have decades of experience talking to AI and wont view not talking to a human as an issue"
X Link 2026-02-10T23:33Z 67.7K followers, [----] engagements

"@cmo040958 Well DHR is a special kind of bad messaging lol. TMO was pretty clear about the nudge nudge wink wink of it all"
X Link 2026-02-10T23:46Z 67.7K followers, [---] engagements

"$MSFT to ZEROOOOOOOOO Cowork is now available on Windows. Were bringing full feature parity with MacOS: file access multi-step task execution plugins and MCP connectors. https://t.co/329DqJz5q5 Cowork is now available on Windows. Were bringing full feature parity with MacOS: file access multi-step task execution plugins and MCP connectors. https://t.co/329DqJz5q5"
X Link 2026-02-10T23:48Z 67.7K followers, 189.6K engagements

"Need to buy me some $LRCX $SNDK consensus all numbers updated post-print. Look at the PE multiple compression in FY 6/30/27 to 7.1x from 18.8x. People still don't realize that the GAI data center buildout will not simply stop in [----]. NAND sales will not all of a sudden come to an end with what is https://t.co/GY4NBr08Fi $SNDK consensus all numbers updated post-print. Look at the PE multiple compression in FY 6/30/27 to 7.1x from 18.8x. People still don't realize that the GAI data center buildout will not simply stop in [----]. NAND sales will not all of a sudden come to an end with what is"
X Link 2026-02-11T01:02Z 67.7K followers, 15.9K engagements

"Your benchmark is up 5% today anon and your software stocks are down. What did you do Why are you bothering with software at 25-30x when this exists. This is your benchmark. Why are you bothering with software at 25-30x when this exists. This is your benchmark"
X Link 2026-02-11T15:09Z 67.7K followers, 10.7K engagements

"@c0n5tantinople @Alex_Intel_ Hah Im gonna go with this (my bad on the original had a massive brain fart thanks to Alex for correcting me)"
X Link 2026-02-11T15:09Z 67.7K followers, [---] engagements

"@marc_slans We dont sub to them so theyre safe"
X Link 2026-02-11T15:15Z 67.7K followers, [----] engagements

"@cmo040958 $AVTR"
X Link 2026-02-11T16:37Z 67.7K followers, [---] engagements

"@Flash_Capital_ @marc_slans Dude is trying to closet index so he doesnt have to work and can just clip the permanent capital fees"
X Link 2026-02-11T19:05Z 67.7K followers, [---] engagements

"@marc_slans Will take too long to prove it and by the time it is proven $TSM will be 500% higher"
X Link 2026-02-11T19:43Z 67.7K followers, [----] engagements

"I mean given the earnings season were having where individual names are gapping down double digits or having double digit reversals in minutes (SPGI SHOP) I think it should be kinda obvious that 6-8 names is going to at times blow you up and if you have LPs good luck. For a PA sure But youre taking pretty significant idio risk at that level"
X Link 2026-02-11T20:04Z 67.7K followers, [---] engagements

"the actual math is position sizing is a function of expected excess return over beta. If youre underwriting 15% IRR and beta is a free 10% IRR thats a very different position sizing game than underwriting [---] w/ [--] beta but should also depend on the confidence interval around outcomes quality fo underwriting (do you have good/accurate data that will allow you to tell if youre wrong or are you flying blind). Would recommend Advanced Portfolio Management by Paleologo on this stuff. https://twitter.com/i/web/status/2021677646141436193 https://twitter.com/i/web/status/2021677646141436193"
X Link 2026-02-11T20:08Z 67.7K followers, [--] engagements

"Jfc cummon guys you have ONE JOB $AAPL $AAPL - *APPLE HITS SNAGS WITH LONG-DELAYED ATTEMPT TO LAUNCH NEW SIRI $AAPL - *APPLE HITS SNAGS WITH LONG-DELAYED ATTEMPT TO LAUNCH NEW SIRI"
X Link 2026-02-11T20:18Z 67.7K followers, [----] engagements

"Yes that is why transports are ripping typically recessionary behaviour Billionaire investor Mark Cuban has said that he believes a recession is imminent per IB Times. Billionaire investor Mark Cuban has said that he believes a recession is imminent per IB Times"
X Link 2026-02-11T20:30Z 67.7K followers, 11.9K engagements

"Shoulda named it AppHatin woulda 3xd YTD in this tape $APP AppLovin $APP down roughly 10% in after-hours trading following its Q4 [----] earnings release. Ill publish my full earnings analysis tomorrow for @MobileDevMemo subscribers. https://t.co/pL1up8vK9n AppLovin $APP down roughly 10% in after-hours trading following its Q4 [----] earnings release. Ill publish my full earnings analysis tomorrow for @MobileDevMemo subscribers. https://t.co/pL1up8vK9n"
X Link 2026-02-11T23:56Z 67.7K followers, [----] engagements

"@BenBajarin @vikramskr @zephyr_z9 This is the funny thing. I never see the mining analysts pitching their copper mining shitcos talk about scale up/out optics 😂"
X Link 2026-02-12T04:40Z 67.7K followers, [---] engagements

"@TheLAPurchaser @ShanuMathew93 The alternatives are already here and those are tight too. See $CAT $BE etc Issue is those are swing producers and will get crushed when/if turbines normalize. CGT still the most efficient and highest ROI form of baseload power gen"
X Link 2026-02-12T12:16Z 67.7K followers, [---] engagements

"@4drant What if its [---] tho"
X Link 2026-02-12T14:21Z 67.7K followers, [----] engagements

"@sal13836 @marc_slans Thats standard. Missed topline by like 1% Think a lot of industrials down today because CHRW is blowing up for unclear reasons"
X Link 2026-02-12T17:56Z 67.7K followers, [---] engagements

"@JerryCap You could never vibe code this shit"
X Link 2026-02-12T18:26Z 67.7K followers, [----] engagements

"Like if you are making a $50m CRE purchase are you going to vibe code your own agent and lawyer and risk fucking that up Feels more likely CBRE just generates their own AI they use to automate more of the process and they either get margin expansion or fees come down but like ROIC stays the same https://twitter.com/i/web/status/2022018367021072666 https://twitter.com/i/web/status/2022018367021072666"
X Link 2026-02-12T18:42Z 67.7K followers, [----] engagements

"We will bid AI to the moon and raise estimates until theyre utterly insane and then therell be a model glitch or something and all the disrupted will rise like zombies to eat the brains of the AI trade We all know its gonna happen"
X Link 2026-02-12T20:00Z 67.7K followers, [----] engagements

"Cancelling ChatGPT for Claude"
X Link 2026-02-12T20:50Z 67.7K followers, [----] engagements

"@UnHedgedChatter Cant wait to switch back when GPT [--] comes out and mogs opus"
X Link 2026-02-12T20:54Z 67.7K followers, [---] engagements

"Chuckles nervously with my chunky $NVDA position Cramer likes it and they shoot the generals last god $NVDA is so unbelievably fucked https://t.co/IrqSj0JsKU Cramer likes it and they shoot the generals last god $NVDA is so unbelievably fucked https://t.co/IrqSj0JsKU"
X Link 2026-02-12T21:13Z 67.7K followers, [----] engagements

"@SouthernValue95 Truly a black swan event"
X Link 2026-02-13T01:32Z 67.7K followers, [----] engagements

"@chamath @wmcintyre84 @tiltwave Which ones have worked dude $open is down 90% $clov is down 90% $space is down 75% $sofi is down 22% Youve blamed the fed youve blamed investors but youve never blamed yourself for structuring shitty deals. Well not shitty for you of course"
X Link 2023-08-22T16:19Z 67.7K followers, 45.2K engagements

"Met a young college kid for coffee yesterday. He asked me what was going to happen to America given the crazy political situation and spiralling debt. How could it possibly end well I said the thing about America is that from the beginning it was a shitshow. Puritanical religious roots. An anti-government government. Deep seated racism. But underneath it is largely a pioneer risk taking innovative can do sort spirit. And thats why they win. Its hard to be bearish America long term because in spite of nearly always being an utter shitshow that spirit comes through. So happy 4th America. Dont"
X Link 2025-07-04T12:15Z 67.7K followers, 88.2K engagements

"Im begging people bearish software to go work in a large corporation particularly a regulated one for a few years and try bringing up insourcing and see how far you get with that"
X Link 2025-08-13T19:54Z 67.7K followers, 76.8K engagements

"@chasedownleads Not only that Chase but gay men earn more than straight men on average. Excellent financial acumen your son has"
X Link 2025-09-10T03:21Z 67.7K followers, 557.8K engagements

"@chasedownleads Just make sure all your grandkids are gay also. That is called generational wealth"
X Link 2025-09-10T03:33Z 67.7K followers, 49.5K engagements

"Also like were selling EDA because its software cummon $SNPS $CDNS"
X Link 2026-01-29T15:25Z 67.7K followers, [----] engagements

"If you feel retarded at least you didnt de risk a little $LITE to buy $BSX calls into earnings. Only 50bps but boy am I retarded"
X Link 2026-02-04T16:43Z 67.7K followers, [----] engagements

"@jonnagap Nah Google aint gonna COT the high value AVGO TPU they may for other lower value ones. Cant afford to do it on the leading edge ones for training and mess up delay tape out by 6-8 months and have NVDA leave you in the dust"
X Link 2026-02-04T20:45Z 67.7K followers, [---] engagements

"My favorite thing about ASICs is how nobody has any idea whats going on $AVGO $MRVL Its funny watching Morgan Stanleys North America team and Asia team argue over MediaTeks TPU. Its funny watching Morgan Stanleys North America team and Asia team argue over MediaTeks TPU"
X Link 2026-02-05T03:39Z 67.7K followers, [----] engagements

"@Flash_Capital_ @firstadopter Claude design me the best widebody engine possible. Make no mistakes focus on making it better than anything $GE puts out. Do not hallucinate"
X Link 2026-02-08T23:48Z 67.7K followers, [---] engagements

"No Kings no Presidents no Senators. Only Claude"
X Link 2026-02-11T20:15Z 67.7K followers, [----] engagements

"Tfw the stock you just bought is green on a massive red day but you know its only green because its short covering on a massive de-gross day $MCO"
X Link 2026-02-12T18:28Z 67.7K followers, [----] engagements

"Microsoft could win if models are commoditized while at the same time like NVDA and power loses because someone figures out how to make more power efficient models that need less compute/power. Or CAT loses GEV wins as the turbine market normalizes (supply of turbines up) and collapses pricing for all temporary power gen Copper vs optical is a big battleground Liquid cooling was important for HVAC. Theres many different forms of AI beta but they have little nuances that are levered to different states of the future depending on architectures hardware specs/tech etc"
X Link 2026-02-13T19:53Z 67.7K followers, [---] engagements

"Set up your life to be as low friction as possible: walk to cafes groceries restaurants. Be close as possible to friends and family. An extra 1000sqft you fill with cheap shit isnt gonna make you happy. C. S. Lewis live near your friends https://t.co/ORFyfWH1vp C. S. Lewis live near your friends https://t.co/ORFyfWH1vp"
X Link 2025-06-04T18:43Z 67.7K followers, 81.5K engagements

"@nikitabier @X Can. You. Fix. The. Fucking. BOTS. Fix the goddamn bots"
X Link 2025-06-30T17:08Z 67.7K followers, 25.9K engagements

"Alright so long post time: Over the past [--] years Ive experimented with extreme levels of concentration (70-90% in a single stock) In one case I lost about 40% of my investment in the other Ive roughly doubled my money. Just wanted to be transparent with some learnings. 1) initially I had a lot of comfort with the positions Twitter GCs with alt data people doing extreme levels of due diligence. Was great except it didnt really mean much in either case (the Fungus stock cratered CLPT had a near 50% drawdown). You can do all the work and have it not work out. This is why diversification exists."
X Link 2025-09-24T23:41Z 67.7K followers, 209.3K engagements

"@hobie_tweets @lexmutatio Consensus GAAP net income is $3b in [----]. Market cap is $107b That is not 22x"
X Link 2026-02-04T15:43Z 67.7K followers, [---] engagements

"My $SPGI sales guy is telling me to buy the stock Ngmi"
X Link 2026-02-11T14:54Z 67.7K followers, 12.3K engagements

"$SPGI went from its never been so over to maybe just a hint of back in [--] minutes $SHOP went from we are so fucking back to so fucking over in [--] minutes Years worth of returns in minutes"
X Link 2026-02-11T15:19Z 67.7K followers, 28.7K engagements

"They cant do this yet because the median SaaS company trades at 50x GAAP still even after a 50% drawdown"
X Link 2026-02-12T12:56Z 67.7K followers, [----] engagements

"Cramer likes it and they shoot the generals last god $NVDA is so unbelievably fucked"
X Link 2026-02-12T17:59Z 67.7K followers, 12K engagements

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