@Ross__Hendricks Avatar @Ross__Hendricks Ross Hendricks

There are concerns about the sustainability of the current market, particularly with regards to the tech sector and the hype surrounding AI. Many are questioning the valuations of big tech stocks, citing high multiples of free cash flow and potential for a bubble to burst. Some investors are also warning of a potential slowdown in consumer spending and a credit bubble.

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Social Influence

Social category influence finance 35.92% stocks 34.95% technology brands 22.33% countries 6.8% cryptocurrencies 4.85% products 0.97% celebrities 0.97% exchanges 0.97% fashion brands 0.97% social networks 0.97%

Social topic influence ai #5639, in the 8.74%, money 7.77%, iran 6.8%, software #355, cash flow 5.83%, flow 5.83%, $eqt 4.85%, $goog 4.85%, oil 3.88%

Top accounts mentioned or mentioned by @xyzdkfe @icgmode @gobirds555 @alphacapital82 @agent0088156721 @realjohngaltfla @pableaux @kpenney3 @jkylebass @numerounochef @thaliabloomai @icg_mode @jasongeater @milotrader1 @mrneutralman @compoundpapi @capytalmgmt @4unselected @grok @rosshendricks

Top assets mentioned EQT, Corp. (EQT) Alphabet Inc Class A (GOOGL) S&P Global Inc (SPGI) Figma, Inc. (FIG) Microsoft Corp. (MSFT) Bitcoin (BTC) Viper Energy Partners LP (VNOM) LandBridge Company LLC (LB) WaterBridge Infrastructure LLC (WBI) Texas Pacific Land, Corp. (TPL) Apple, Inc. (AAPL) Diageo plc (DEO) Copart, Inc. (CPRT) Booz Allen Hamilton Holding, Corp. (BAH) Chipotle Mexican Grill, Inc. (CMG) SafeMoon (SFM) Kenvue Inc. (KVUE) Novo-Nordisk (NVO) Celsius Holdings, Inc. Common Stock (CELH) Kimberly Clark Corp (KMB) British American Tobacco (BTI) Salesforce Inc (CRM) CAVA Group, Inc. (CAVA) Adobe, Inc. (ADBE) GitLab Inc. (GTLB) VICI Properties, Inc. (VICI)

Top Social Posts

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

"CIA talking points received time for the mainstream media to do what it does best: start beating the war drums No one owns enough #oil Iran could possess 1800-2000 ballistic missiles within weeks or months - CNN Iran could possess 1800-2000 ballistic missiles within weeks or months - CNN"
X Link 2026-02-11T15:31Z 28.9K followers, [----] engagements

"I was told to write down $SPGI's capital IQ platform to zero and then value the business Makes sense until you realize the financial world runs on $25k/yr software with user interfaces stuck in the 1980s"
X Link 2026-02-11T18:46Z 28.9K followers, 87K engagements

"Top ideas for [----]. Permian water + data center boom: $LB $WBI Energy recovery: $VNOM $TPL $EQT Deep value in consumer staples: $DEO $KMB $BTI Fallen angles in "AI disrupted" software: $ADBE $FIG $CRM Discounted compounders: $CPRT $BAH Slop bowl recovery: $CMG $CAVA Idiosyncratic opportunities: $SFM $NVO $KVUE $CELH All hedged with a large short against the $QQQ https://twitter.com/i/web/status/2006771543670407514 https://twitter.com/i/web/status/2006771543670407514"
X Link 2026-01-01T16:56Z 28.9K followers, 44.2K engagements

"Prediction: [--] months from now it will be abundantly clear that vibe coding isnt disrupting software engineering and there will be horror stories from those who tried $MSFT could very well be the first case study 🦔 Satya Nadella announced Microsoft needs an "engineering quality czar" and appointed Charlie Bell who used to lead security into the new role. The company also hired Google Cloud's president for customer experience to take over security. Nadella's post doesn't say why https://t.co/PFOyW27LIW 🦔 Satya Nadella announced Microsoft needs an "engineering quality czar" and appointed"
X Link 2026-02-09T06:15Z 28.9K followers, 163.5K engagements

"Gotta love how were slowly bringing back all the hallmarks of the dot com bubble Now at the junk bond financing for rapidly depreciating assets stage Getting closer NVIDIA WILL LEASE A DATA CENTER THAT IS PAID FOR WITH $3.8 BILLION IN HIGH-RISK JUNK BONDS NVIDIA WILL LEASE A DATA CENTER THAT IS PAID FOR WITH $3.8 BILLION IN HIGH-RISK JUNK BONDS"
X Link 2026-02-12T22:17Z 28.9K followers, 67.3K engagements

"Just used Claude to vibe code the iPhone blueprints Planning a public release tomorrow Expecting $AAPL shares to hit $0 inside of three months min six months max Apologies in advance and RIP to the bulls"
X Link 2026-02-13T00:59Z 28.9K followers, [----] engagements

"Launching a full scale war with Iran will go down as the single worst decision of the Trump administration And no one owns enough #oil"
X Link 2026-02-14T15:39Z 28.9K followers, [----] engagements

"The bull thesis for SAAS in a nutshell A probabilistic tool where hallucinations are an unavoidable feature will never replace deterministic software en masse AI wiLL RePlAcE eVeRy WhItE cOllAr JoB https://t.co/rZEZKJKJUX AI wiLL RePlAcE eVeRy WhItE cOllAr JoB https://t.co/rZEZKJKJUX"
X Link 2026-02-15T16:26Z 28.9K followers, 41.9K engagements

"The bull case for $tpl $vnom $eqt $lb and $wbi in a nutshell The AI revolution is about to get a reality slap. - US electricity generation has been flat for [--] decades - By [----] AI is expected to add the equivalent of Spains electricity demand to the US grid Everyone wants to invest in new data centers. No one wants to invest in https://t.co/Zyad5RIYBi The AI revolution is about to get a reality slap. - US electricity generation has been flat for [--] decades - By [----] AI is expected to add the equivalent of Spains electricity demand to the US grid Everyone wants to invest in new data centers. No"
X Link 2026-01-03T02:15Z 28.9K followers, 11.2K engagements

"Everyone slowly then all at once coming to the same realization that the AI hype is exactly that hype. Used to justify trillions in capex that will likely never see a return. Honestly Ben Affleck actually knowing AI and the landscape caught me off guard but as a writer makes sense. Great takes across the board. https://t.co/IcPe0n9302 Honestly Ben Affleck actually knowing AI and the landscape caught me off guard but as a writer makes sense. Great takes across the board. https://t.co/IcPe0n9302"
X Link 2026-01-18T04:31Z 28.8K followers, 255.7K engagements

"$GTLB owners can thank Chamath for this one . only the start"
X Link 2026-01-22T21:54Z 28.8K followers, [----] engagements

"@Mr_Neutral_Man @compoundpapi What are your thoughts on $vici"
X Link 2026-01-25T17:32Z 28.8K followers, [---] engagements

"There's only one major US #natgas driller that entered [----] without hedges on and is fully capitalizing on these prices Go $EQT We did it. A $50 HH cash trade. 💥 #natgas https://t.co/KqF96m1Tfr We did it. A $50 HH cash trade. 💥 #natgas https://t.co/KqF96m1Tfr"
X Link 2026-01-26T16:36Z 28.8K followers, [----] engagements

"No one owns enough $eqt Winter is in full control across the eastern U.S. The Ohio Valley will see temperatures 20+ degrees below normal over the next week and as we move into February this cold pattern looks ready to stick around. https://t.co/2myypFQcD3 Winter is in full control across the eastern U.S. The Ohio Valley will see temperatures 20+ degrees below normal over the next week and as we move into February this cold pattern looks ready to stick around. https://t.co/2myypFQcD3"
X Link 2026-01-27T22:14Z 28.8K followers, [----] engagements

"Noticing a pattern that private money finds itself at the epicenter of every major market kerfuffle from subprime auto shitloans to software shitcos and everything in between Almost like we shoved trillions of dollars into private markets to bypass the regulations and risk governors of the public markets with all of the predictable consequences But couldn't happen to a better group of grifters tbh THE BUBBLE IN SOFTWARE PRIVATE EQUITY (PRIVATE CREDIT EDITION): I posted this roughly a year ago. Given what's happened in the last year YA'LL NEED TO READ IT AGAIN. I deep dove a ton of lending"
X Link 2026-02-04T00:16Z 28.9K followers, 15.4K engagements

"We can disagree on which CRM or SAAS tool gets disrupted by AI but one thing we should be able to agree on is that ain't no one vibe coding Body Cameras or Tasers not to mention the proprietary data and software that goes with them Buying $AXON on every dip from here Yes I know it's still "expensive" at mid-50s forward multiple. but what do you expect to pay for a capital-light monopoly growing at 30% per year with 20% FCF margins https://twitter.com/i/web/status/2019094009315049522 https://twitter.com/i/web/status/2019094009315049522"
X Link 2026-02-04T17:01Z 28.9K followers, [----] engagements

"Looks like bombing campaign it is . bad news for everyone except military contractors and #oil speculators BREAKING: U.S. officials told Iran 'it's either this or nothing' and they (Iran) said 'Ok then nothing' Axios BREAKING: U.S. officials told Iran 'it's either this or nothing' and they (Iran) said 'Ok then nothing' Axios"
X Link 2026-02-04T18:20Z 28.9K followers, [----] engagements

"$GOOG [----] CAPEX at $175-185B vs $119.5B EST Bye bye free cash flow hello debt markets Big tech is officially risking it all on AI Let's hope there's some cash at the end of the rainbow"
X Link 2026-02-04T21:29Z 28.9K followers, [----] engagements

"The trillion dollar question for $GOOG shares is: what multiple will investors assign to a business that will burn through $50 billion in cash this year And this isn't a one-off capex binge. this is a permanent shift in the business model from a capital light compounder to something more like a railroad https://twitter.com/i/web/status/2019164775356223693 https://twitter.com/i/web/status/2019164775356223693"
X Link 2026-02-04T21:42Z 28.9K followers, 28.9K engagements

"Time to unload some bags stat BREAKING: SpaceX advisers have reached out to major index providers including Nasdaq to discuss how SpaceX can join key indexes sooner than normal per WSJ. SpaceX might be joining the S&P [---] very soon. BREAKING: SpaceX advisers have reached out to major index providers including Nasdaq to discuss how SpaceX can join key indexes sooner than normal per WSJ. SpaceX might be joining the S&P [---] very soon"
X Link 2026-02-05T03:07Z 28.9K followers, 29.3K engagements

"Headlines you see when a capex bubble is bursting RIP bull market we had a good run"
X Link 2026-02-05T21:13Z 28.8K followers, 30K engagements

"Friendly reminder in the wake of $amzn getting drilled 10% on another insane capex guide shareholders will revolt The timing isnt a question of how much companies will spend Its a question of how long investors will allow it A 50% share price decline changes this overnight. Price drives the narrative not the other way around The timing isnt a question of how much companies will spend Its a question of how long investors will allow it A 50% share price decline changes this overnight. Price drives the narrative not the other way around"
X Link 2026-02-05T21:25Z 28.9K followers, [----] engagements

"The only thing worse than losing all your money on $mstr is wasting 100+ hours of your life studying a pump and dump Ponzi scheme I think about him often https://t.co/v3y5VilhyG I think about him often https://t.co/v3y5VilhyG"
X Link 2026-02-06T13:53Z 28.9K followers, 36.4K engagements

"@xyzdkfe In case you havent noticed Mr market is killing the capex bonanza announcements"
X Link 2026-02-09T09:34Z 28.8K followers, [----] engagements

"The biggest military buildup in the Middle East since we invaded Iraq and youre bearish #oil anon B-52 bombers capable of carrying nuclear weapons have landed at Al Udeid Air Base in Qatar on alert for Iran. These legendary Cold War giants once patrolled the Soviet border armed with real nukes now back in the spotlight. https://t.co/fpryqvxRsI B-52 bombers capable of carrying nuclear weapons have landed at Al Udeid Air Base in Qatar on alert for Iran. These legendary Cold War giants once patrolled the Soviet border armed with real nukes now back in the spotlight. https://t.co/fpryqvxRsI"
X Link 2026-02-09T23:49Z 28.9K followers, [----] engagements

"$CLBT +10% since the SAAS-pocalypse lows The market must be learning that you can't vibe code your way into the proprietary hardware needed to crack iOS devices One of the silliest sell offs I've seen in some time Earnings tomorrow"
X Link 2026-02-10T17:20Z 28.9K followers, [----] engagements

"Didn't anyone tell Wells Fargo about the vibe coding You know the thing wiping out hundreds of billions of dollars off the world's greatest software platforms which we can now one-shot with a single session on Claude Someone should tell them WELLS FARGO CFO: THIS YEAR'S INITIATIVES DOESN'T RELY ON AI; BENEFITS FROM AI WILL BE SEEN NEXT YEAR AND BEYOND WELLS FARGO CFO: THIS YEAR'S INITIATIVES DOESN'T RELY ON AI; BENEFITS FROM AI WILL BE SEEN NEXT YEAR AND BEYOND"
X Link 2026-02-11T01:45Z 28.9K followers, [----] engagements

"@RealJohnGaltFla We need Marky Mark on the job"
X Link 2026-02-11T02:12Z 28.8K followers, [---] engagements

"AI demand is so high that we cant price it at a level to make any money Definitely not a bubble OpenAI predicts a $14 billion loss in [----] per PCGamer. OpenAI predicts a $14 billion loss in [----] per PCGamer"
X Link 2026-02-11T13:09Z 28.9K followers, 156.5K engagements

"Thank you to the $spgi panicans for the opportunity to buy one of the worlds greatest businesses at 20x earnings"
X Link 2026-02-11T15:07Z 28.9K followers, 12.7K engagements

"@icg_mode idk this guy but I've made my biggest returns from buying fear and selling greed"
X Link 2026-02-11T15:29Z 28.9K followers, [---] engagements

"@icg_mode yes I'm the one guy lol spoiler alert: you don't need a 100% hit rate to make money in the market"
X Link 2026-02-11T15:32Z 28.9K followers, [--] engagements

"@icg_mode Because you can't win 100% of the time it's logically insufficient to justify an investment That sounds like a pretty tough hurdle rate What's your 100% hit rate framework"
X Link 2026-02-11T15:36Z 28.9K followers, [--] engagements

"@icg_mode yes there should. and it just so happens that $SPGI is literally one of the best businesses on earth So buying when its cheap is a pretty easy way to win"
X Link 2026-02-11T15:48Z 28.9K followers, [--] engagements

"@capytalmgmt Paying up It's at a discount to the S&P [---] The premium valuation isn't just about the moat. It's also about the fact that it converts 30% of every dollar into free cash flow"
X Link 2026-02-11T16:02Z 28.9K followers, [---] engagements

"$MCO and $SPGI credit ratings literally destroyed the global financial system in [----]. and yet they remained the gold standard in the nearly two decades since. Along the way any number of competitors could (and have) come up with competing credit ratings systems. That alone should tell you something about the durability of the moat. Where do you think $MCO and $SPGI get their regulatory moat from Is that Gospel "everyone can do credit rating" is so true but not everyone can do credit rating across all of credit on every single credit. AI will devalue analytical work. Once that's gone it is"
X Link 2026-02-11T18:05Z 28.9K followers, 14.4K engagements

"@GoBirds555 one can only hope"
X Link 2026-02-11T18:38Z 28.9K followers, [---] engagements

"Truly one of the greatest disconnects I've seen The software disruption is nowhere to be found anywhere in the world except the stonk market Das SaaS Blutbad geht unvermindert weiter. In der Software-Branche selbst versteht es um mich herum niemand denn von Disruption durch AI ist im Tagesgeschft des Software-Business nix zu spren. Die Tech-Brsen agieren gerade in einem Paralleluniversum zur realen Welt. https://t.co/KsqUkPYwCq Das SaaS Blutbad geht unvermindert weiter. In der Software-Branche selbst versteht es um mich herum niemand denn von Disruption durch AI ist im Tagesgeschft des"
X Link 2026-02-11T18:51Z 28.9K followers, 17.9K engagements

"@GoBirds555"
X Link 2026-02-11T19:00Z 28.9K followers, [---] engagements

"@pableaux Who knows where the bottom is but buying the worlds highest quality compounders at less than 20x probably works out"
X Link 2026-02-12T05:03Z 28.9K followers, [---] engagements

"The AI slopbait is becoming an epidemic Thought I remembered this guy Back in September [----] he falsified a bunch of benchmarks about his open source model which was really just llama [--] 70b or possibly a Claude wrapper. Great stuff https://t.co/iMppP7OZ92 https://t.co/y70AtfzOKv https://t.co/IQMLRbxcBJ Thought I remembered this guy Back in September [----] he falsified a bunch of benchmarks about his open source model which was really just llama [--] 70b or possibly a Claude wrapper. Great stuff https://t.co/iMppP7OZ92 https://t.co/y70AtfzOKv https://t.co/IQMLRbxcBJ"
X Link 2026-02-12T05:17Z 28.9K followers, [----] engagements

"$GOOG and $MSFT are reportedly paying influencers up to $600k to promote their AI slop on social media. Remember this every time you stumble across a breathless "OMG AI is taking over the world" fluff piece from your favorite social media shill"
X Link 2026-02-12T18:07Z 28.9K followers, [----] engagements

"Send the asteroid JUST IN: NYC bar opens for people with "AI" partners dining tables optimized to dine with your AI companion. JUST IN: NYC bar opens for people with "AI" partners dining tables optimized to dine with your AI companion"
X Link 2026-02-13T00:47Z 28.9K followers, [----] engagements

"@4unselected Imminently @grok compile a list of the top insane asylum corporations time to load the boat"
X Link 2026-02-13T01:01Z 28.9K followers, [--] engagements

"@Agent0088156721 Both no brainers if you have a 3+ year time horizon"
X Link 2026-02-13T01:47Z 28.9K followers, [--] engagements

"Dont have time to educate you on the billions of dollars worth of excess fiber cable that was laid down during that period not to mention switches and routers and everything else so will just address the second point. The general public is balls long stocks as well as the professionals so were perfectly positioned for a bear by all historic precedent https://twitter.com/i/web/status/2022409021341487371 https://twitter.com/i/web/status/2022409021341487371"
X Link 2026-02-13T20:34Z 28.9K followers, [--] engagements

"Following Buffett's time tested approach to wealth creation: "freak the fuck out and panic sell everything" AI is making everyone sell first and think later. Yesterday was financial advisors [--] days ago was insurance brokers everyday is SAAS. What was today Commercial real estate services: $CBRE $JLL $CWK got smoked today all down 15% or more at one point. Why People are https://t.co/ldzHfygDl3 AI is making everyone sell first and think later. Yesterday was financial advisors [--] days ago was insurance brokers everyday is SAAS. What was today Commercial real estate services: $CBRE $JLL $CWK got"
X Link 2026-02-12T00:36Z 28.9K followers, [----] engagements

"Eventually wall st will figure this out @Ross__Hendricks I work in software (private company). Sales are up. We use AI daily. Sure its helpful but there is no danger to underlying business model. There is so much more to a business than turning out code. This is exactly why open source never took anybodys job. @Ross__Hendricks I work in software (private company). Sales are up. We use AI daily. Sure its helpful but there is no danger to underlying business model. There is so much more to a business than turning out code. This is exactly why open source never took anybodys job"
X Link 2026-02-12T04:43Z 28.9K followers, 13.8K engagements

"But the CNBC talking heads reliably inform us that we have a "strong resilient consumer" HIGH-INCOME AMERICANS START FALLING BEHIND ON PAYMENTS Financial stress is spreading beyond low-income households with higher earners now struggling to keep up with debt. Credit-counseling agencies report that the average client earns $70000 a year and carries $35000 in HIGH-INCOME AMERICANS START FALLING BEHIND ON PAYMENTS Financial stress is spreading beyond low-income households with higher earners now struggling to keep up with debt. Credit-counseling agencies report that the average client earns"
X Link 2026-02-12T17:26Z 28.9K followers, [----] engagements

"Bought $pins at $15.50 Panicans deliver again"
X Link 2026-02-12T21:23Z 28.9K followers, [----] engagements

"$1M insider buy at $SPGI $SPGI Director Joly Hubert buys $997459 of shares marking the second insider buy during the past [--] years. SPGI is down by 22% YTD driven by fears of AI disruption and a earnings guidance miss for [----]. https://t.co/Qvi78geupD $SPGI Director Joly Hubert buys $997459 of shares marking the second insider buy during the past [--] years. SPGI is down by 22% YTD driven by fears of AI disruption and a earnings guidance miss for [----]. https://t.co/Qvi78geupD"
X Link 2026-02-13T00:07Z 28.9K followers, [----] engagements

"The AI bubble summarized in one beautiful post I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old product manager in Atlanta Georgia. I make $185000 a year. I have a golden retriever named Bayesian. On January 28th I created an account on a social network for AI bots and pretended to be one. I was I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old product manager in Atlanta Georgia. I make $185000 a year. I have a golden retriever named Bayesian. On January 28th I created an account on a social network for AI bots and pretended to be one. I was"
X Link 2026-02-11T02:11Z 28.9K followers, 158.6K engagements

"All this breathless AI doomer shit is breaking me. Stop. Is EVERYONE this stupid Anthropic OpenAI & SpaceXAI or whatever tf it is have over a trillion dollars at stake trying to cash out in IPOs to retail dummies. Its all a psyop. Nothing big is coming except a crash. 😐 All this breathless AI doomer shit is breaking me. Stop. Is EVERYONE this stupid Anthropic OpenAI & SpaceXAI or whatever tf it is have over a trillion dollars at stake trying to cash out in IPOs to retail dummies. Its all a psyop. Nothing big is coming except a crash. 😐"
X Link 2026-02-13T01:14Z 28.9K followers, [----] engagements

"Oops 🚨 BREAKING: SoftBank CFO just dropped this during todays Q3 earnings call: Nothing has been decided about additional funding round in OpenAI LMAO https://t.co/N8mGgme2N6 🚨 BREAKING: SoftBank CFO just dropped this during todays Q3 earnings call: Nothing has been decided about additional funding round in OpenAI LMAO https://t.co/N8mGgme2N6"
X Link 2026-02-12T16:06Z 28.9K followers, [----] engagements

"@Jack_Raines Im curious to see who signs up to read [-----] words of AI slop"
X Link 2026-02-16T02:14Z 28.9K followers, [----] engagements

"Americas descent into banana republic status is accelerating Newsom indicates Democrats will make mass arrests of the political opposition after regaining power. Claims it's what the people want. Newsom indicates Democrats will make mass arrests of the political opposition after regaining power. Claims it's what the people want"
X Link 2026-01-18T11:34Z 28.7K followers, [----] engagements

"Local man amazed at how much demand is being created at a price of zero "It is so unprecedented how much compute is being consumed right now" - Amazon CEO Andy Jassy "It is so unprecedented how much compute is being consumed right now" - Amazon CEO Andy Jassy"
X Link 2026-01-20T22:21Z 28.7K followers, [----] engagements

"The question every investor who owns an index fund needs to answer: what happens to US tech earnings and thus the overall stock market when Google eats OpenAI for breakfast $GOOGL Gemini continue to take share in gen-AI web traffic. Similarweb has Gemini at 22% today up from 19.5% a month ago and 13.3% three months ago. h/t to @RihardJarc https://t.co/zHparTyJMJ $GOOGL Gemini continue to take share in gen-AI web traffic. Similarweb has Gemini at 22% today up from 19.5% a month ago and 13.3% three months ago. h/t to @RihardJarc https://t.co/zHparTyJMJ"
X Link 2026-01-22T16:47Z 28.7K followers, 16.4K engagements

"Wisdom My favourite Buffett quote That man was packed with SO much wisdom 😌 https://t.co/e3oZDPSN4s My favourite Buffett quote That man was packed with SO much wisdom 😌 https://t.co/e3oZDPSN4s"
X Link 2026-01-22T22:18Z 28.7K followers, [----] engagements

"@ContrarianCurse Get on the $fig train"
X Link 2026-01-24T03:37Z 28.7K followers, [----] engagements

"@BillAckman Unless we're talking about propaganda to justify an invasion of Iran; then we can proceed quickly with bombing campaigns and ask questions and ponder the consequences later"
X Link 2026-01-24T20:35Z 28.7K followers, [----] engagements

"Store of value"
X Link 2026-01-25T19:35Z 28.7K followers, 55.4K engagements

"Imagine not being bullish on $NFLX NEW: American climber Alex Honnold says he was paid an embarrassing amount of money to climb up the Taipei [---] building on Netflix but says he would have done it for free. Honnold [--] climbed up the [----] foot tall tower in 1:31:35. According to the NYT Honnold was paid https://t.co/UFpzCedyiw NEW: American climber Alex Honnold says he was paid an embarrassing amount of money to climb up the Taipei [---] building on Netflix but says he would have done it for free. Honnold [--] climbed up the [----] foot tall tower in 1:31:35. According to the NYT Honnold was paid"
X Link 2026-01-25T22:21Z 28.7K followers, [----] engagements

"@SummerSnowUSA Firearm sales are highly cyclical and $SWBI is a premier brand that pays to buy at the lows of each cycle; appears to be where we are today"
X Link 2026-01-25T22:29Z 28.7K followers, [---] engagements

"@HedgeyeComm $fig"
X Link 2026-01-26T03:28Z 28.7K followers, [----] engagements

"@oldschoolenrg The answer is to own the one #natgas producer that profits from volatility - $EQT"
X Link 2026-01-26T17:14Z 28.8K followers, [----] engagements

"#natgas god candle RIP shorts"
X Link 2026-01-26T17:59Z 28.7K followers, 11.2K engagements

"Imagine dismissing a 5-decade track record of world-beating returns as "one lucky bet on $AAPL" rides daddy's coattails born a rich kid of a Congressman and stockbroker stacks Berkshire board with son and his own cronies zero diversity or independence most directors own minimal stock in $BRK dual-class shares rig the game: Class A hoards voting power https://t.co/gDiLRbzN9p rides daddy's coattails born a rich kid of a Congressman and stockbroker stacks Berkshire board with son and his own cronies zero diversity or independence most directors own minimal stock in $BRK dual-class shares rig the"
X Link 2026-01-26T22:59Z 28.7K followers, [----] engagements

"I don't always take investment advice from talking heads on TV. but when I do I prefer advice from the ones in a 50% drawdown during the greatest bull market of all time #bitcoin looks great JUST IN: CATHIE WOOD JUST SAID LIVE ON FOX THAT THE #BITCOIN BOTTOM IS IN SHE BELIEVES BTC WILL HIT $800000 BY [----]. BUCKLE UP 🚀 https://t.co/0Xlai6qiwx JUST IN: CATHIE WOOD JUST SAID LIVE ON FOX THAT THE #BITCOIN BOTTOM IS IN SHE BELIEVES BTC WILL HIT $800000 BY [----]. BUCKLE UP 🚀 https://t.co/0Xlai6qiwx"
X Link 2026-01-26T23:19Z 28.7K followers, [----] engagements

"@kpenney3 Not saying silver can't go higher but let's not pretend this isn't a completely manic market Better risk/reward elsewhere Like I said not married to any single trade just trying to make smart bets every day"
X Link 2026-01-26T23:26Z 28.7K followers, [--] engagements

"My deepest condolences to the copper bulls but Chammy just nuked you Don't shoot the messenger I don't make the rules Forget Nvidia. Forget Crypto (Save this video). The smartest trade for [----] might be rocks Chamath makes a terrifyingly simple case for a Copper supercycle: A 70% supply shortage is coming and there is no Plan B. https://t.co/PUk6ybFMfb Forget Nvidia. Forget Crypto (Save this video). The smartest trade for [----] might be rocks Chamath makes a terrifyingly simple case for a Copper supercycle: A 70% supply shortage is coming and there is no Plan B. https://t.co/PUk6ybFMfb"
X Link 2026-01-27T03:05Z 28.7K followers, 14.8K engagements

"$200000 is the new low income threshold What a world YALE WILL GO TUITION-FREE FOR FAMILIES MAKING UP TO $200000 YALE WILL GO TUITION-FREE FOR FAMILIES MAKING UP TO $200000"
X Link 2026-01-27T13:54Z 28.8K followers, [----] engagements

"@Jkylebass For those keeping score at home. When US protestors get killed by their government "they should have just complied" When Iranian protestors get killed by their government "time to drop bombs""
X Link 2026-01-27T15:10Z 28.7K followers, [----] engagements

"@JohnPeart61788 @Jkylebass Im against murder across the board I dont let my political bias dictate which murders to be outraged against"
X Link 2026-01-27T19:05Z 28.7K followers, [--] engagements

"Nature is healing"
X Link 2026-01-28T18:47Z 28.7K followers, 15.2K engagements

"From cash flow juggernaut to cash incinerator The good news is Zuckerberg has never torched billions in a capex black hole before amirite Zuck has almost finished all of Metas cash. Without the issuance of $30B in debt. Meta's cash cash equivalents and restricted cash equivalents would be less than $10B by the end of [----]. Luckily it was all used for appreciating assets. https://t.co/0YBk3bTC5m Zuck has almost finished all of Metas cash. Without the issuance of $30B in debt. Meta's cash cash equivalents and restricted cash equivalents would be less than $10B by the end of [----]. Luckily it was"
X Link 2026-01-28T22:55Z 28.8K followers, 11.6K engagements

"#oil is telegraphing an imminent strike on Iran Of course knowing how President Pump works it likely won't kick off until after the market closes on Friday"
X Link 2026-01-29T13:55Z 28.7K followers, [----] engagements

"The upside to the SAAS carnage is that even the vibe coders won't want to enter the arena at this point What's the upside IPO at 15x free cash flow and watch your stock bleed to zero as the market prices in incremental returns on capital going to zero"
X Link 2026-01-29T19:06Z 28.7K followers, [----] engagements

"@ReserveList Its a pretty simple business and the same playbook coke Pepsi and monster have all used for decades: build a brand and a distribution machine that lets you make a product for a dime and sell it for a dollar"
X Link 2026-01-29T23:00Z 28.7K followers, [--] engagements

"Can't imagine how this ends up well for anyone except #oil speculators Naturally I'm expecting us to do the worst thing possible so I'm long Israeli assessments are currently indicating that the United States on the orders of President Donald J. Trump will launch a broad attack soon on Iran with the goal of toppling the Iranian Government. According to the Israeli Public Broadcasting Corporation significant https://t.co/4BXOjcbX0W Israeli assessments are currently indicating that the United States on the orders of President Donald J. Trump will launch a broad attack soon on Iran with the goal"
X Link 2026-01-30T01:47Z 28.7K followers, [----] engagements

"Friendly reminder to the $GLD and $SLV bulls . record volume spikes are almost universally a sell signal We call this distribution We call this distribution"
X Link 2026-01-30T17:14Z 28.7K followers, 11.7K engagements

"A whole new generation is about to discover the pain of being a precious metals permabull exciting times"
X Link 2026-01-30T18:34Z 28.7K followers, [----] engagements

"@VijayT1609 The disruption is all in the minds of finance bros; talk to real people using these products everyday and it's nowhere to be found"
X Link 2026-02-01T17:31Z 28.7K followers, [---] engagements

"Global liquidity tide is receding the collapse in bitcoin and precious metals are the early warning signals"
X Link 2026-02-02T03:57Z 28.7K followers, 16.8K engagements

"Starting to think maybe we've taken this "AI disruption" theme a bit to far AI is going to replace all software all risk/legal/analytics services its going to replace music its replacing the goddamn STOCK EXCHANGES its replacing every clearing firm every video game developer its replacing e-commerce and banking and payments and literally AI is going to replace all software all risk/legal/analytics services its going to replace music its replacing the goddamn STOCK EXCHANGES its replacing every clearing firm every video game developer its replacing e-commerce and banking and payments and"
X Link 2026-02-04T01:35Z 28.7K followers, [----] engagements

"@AlderLaneEggs favorite SAAS stock"
X Link 2026-02-04T21:33Z 28.8K followers, [----] engagements

"The timing isnt a question of how much companies will spend Its a question of how long investors will allow it A 50% share price decline changes this overnight. Price drives the narrative not the other way around Regarding the question about how early we are in AI $GOOG guided Capex this year to grow at 108% at $175-185B. Previously the Street was expecting 30% growth or $116B. Meta is now well behind Google at 74% growth. Let the arms race continue. Regarding the question about how early we are in AI $GOOG guided Capex this year to grow at 108% at $175-185B. Previously the Street was"
X Link 2026-02-04T22:01Z 28.7K followers, 15.3K engagements

"@a3voices Its not a question of AI demand its a question of what are the economics of said demand Obviously demand is massive when the product is free and youre losing money providing it No one knows what demand is when you have to price in a profit margin"
X Link 2026-02-04T22:06Z 28.8K followers, [---] engagements

"@MTS_Macro See $msft $csco $intc and Dell All highly profitable companies whose share prices crashed 50-80% when the hype cycle died"
X Link 2026-02-04T23:35Z 28.8K followers, [---] engagements

"@compound248 Nah only holding up because it owns a stake in anthropic"
X Link 2026-02-05T01:13Z 28.8K followers, [----] engagements

"@gn21759785 Now do price to free cash flow"
X Link 2026-02-05T01:58Z 28.8K followers, [---] engagements

"@Rafael_L_Spring Apples and oranges YouTube didnt require massive ongoing capex"
X Link 2026-02-05T11:49Z 28.8K followers, [---] engagements

"$goog crushes earnings and clearly emerging as the AI leader and yet stock gets whacked why $200B in capex The market is now punishing the reckless AI spending which means this bubble is cooked"
X Link 2026-02-05T13:46Z 28.7K followers, [----] engagements

"@Jonboy9002 Price to free cash flow is where you'll find the stretched valuation The bubble is in the "E" not the "PE ratio""
X Link 2026-02-05T15:13Z 28.7K followers, [---] engagements

"It's a bull market. in bankruptcies. The latest data from S&P Global reveals that [---] US corporations have filed for bankruptcy so far this year through the end of October. Thats the highest year-to-date total since [----]. As a reminder that was at the tail end of the Great Financial Crisis. Yet another warning sign that the credit cycle has turned. Or as JP Morgan CEO Jamie Dimon recently put it expect more "cock roaches" to show up in the not-distant future"
X Link 2025-11-14T16:28Z 28.9K followers, 80.7K engagements

"@kpenney3 Not even in the trade eh I've been in since the mid-$30s and scaling out along the way Never get married to a trade it's just money"
X Link 2026-01-26T23:01Z 28.9K followers, [--] engagements

"Maybe the TGA refill sucking over a trillion in liquidity from financial markets does in fact matter"
X Link 2023-06-07T17:27Z 28.9K followers, 28.7K engagements

"It's almost like we're talking about an asset class that needs a constant influx of new buyers to propel the price higher and the minute new money stops flooding in the price collapses. What's another name for that BITCOIN HAS WIPED OUT ITS YEARLY GAINS DROPPING BELOW LAST YEARS CLOSE AS RISK APPETITE FADES AND TECH STOCKS COOL. HEAVY BUYERS LIKE ETF ALLOCATORS AND CORPORATE TREASURIES HAVE PULLED BACK LEAVING THE MARKET WITHOUT THE SUPPORT THAT DROVE ITS EARLIER RALLY. BITCOIN HAS WIPED OUT ITS YEARLY GAINS DROPPING BELOW LAST YEARS CLOSE AS RISK APPETITE FADES AND TECH STOCKS COOL. HEAVY"
X Link 2025-11-16T21:15Z 28.9K followers, 969.2K engagements

"How to blow half a mil and your entire account on one $TSLA trade. This is how the mania ends"
X Link 2022-01-27T19:22Z 28.9K followers, [---] engagements

"So it appears the stock market is now being viewed as an inflation hedge. Guess no one remembers the 1970s"
X Link 2022-03-25T14:41Z 28.9K followers, [----] engagements

"Far too much focus on Musk paying $250k to keep the SpaceX flight attendant quiet. The actual amount he was willing to pay to kill this story (and others like it) is $44B"
X Link 2022-05-20T02:32Z 28.9K followers, [---] engagements

"Exciting to see the first new bull market in history that begins at 20x forward earnings"
X Link 2023-06-12T02:24Z 28.9K followers, 214.5K engagements

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