@SJOldValueGuy Avatar @SJOldValueGuy WAVEguy 🌊 🏄

WAVEguy 🌊 🏄 posts on X about $wen, $pypl, $igv, $vz the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 51.46% finance 32.04% technology brands 23.3% cryptocurrencies 18.45% countries 0.97% gaming 0.97%

Social topic influence $wen #14, $pypl 13.59%, $igv #39, $vz 10.68%, in the 9.71%, dividend #728, ai 8.74%, $adbe #91, debt #2078, ceo 6.8%

Top accounts mentioned or mentioned by @agnostoxxx @themarketradar @mikezaccardi @tintincapital @jamiemcullough @dannydayan5 @ibladesi @finvizcom @rdd147 @valueseeker @snowbdr9 @tpmrsignals @alphacharts @stockspy1 @richtrades100 @robertkennedyjr @capitalfang @dt432123 @apcapital @williamr2rclub

Top assets mentioned WEN Token (WEN) PayPal Holdings Inc (PYPL) Verizon Communications Inc. (VZ) Adobe, Inc. (ADBE) T-Mobile (TMUS) SPDR S&P [---] ETF Trust (SPY) AT&T Inc. (T) Now Coin (NOW) Salesforce Inc (CRM) Western Union Co (WU) Alphabet Inc Class A (GOOGL) Intuit Inc. (INTU) Global Payments Inc (GPN) Walmart, Inc. (WMT) RAI Finance (SOFI) Republic Services, Inc. (RSG) Bristol-Myers Squibb Co (BMY) Pfizer, Inc. (PFE) Kenvue Inc. (KVUE) Abercrombie & Fitch Co. (ANF) H&R Block, Inc. (HRB) DIA (DIA) Crocs, Inc. (CROX)

Top Social Posts

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

"@A_P_Capital Most of the work is DATA Entry how is AI 🤖 going to disrupt $INTU $HRB when the have already automated much of the work or you just have to physically type in"
X Link 2026-02-07T19:18Z [----] followers, [---] engagements

"Probably here short term decent entry for starter position $ADBE build on the chop. $IGV oversold probably makes a counter trend move soon this week with Vana & Charm or next move. $IGV Drags $CRN $NOW $ADBR along . Then we will have to see if they can hold up at 8/10 SMA or roll over again. https://twitter.com/i/web/status/2020579339067408600 https://twitter.com/i/web/status/2020579339067408600"
X Link 2026-02-08T19:23Z [----] followers, [---] engagements

"In fairness you could go back 5-10 years and they have never bought shares in a meaningful way-Right through [--] and [--] 🐻 $CRM $ADBE had some buying recently and [--] but not in the way you mean. I think this has more to do with SBC its true we have not seen [--] type blow up that brought meaningful buying in [--] and [--]. https://twitter.com/i/web/status/2020582197225476186 https://twitter.com/i/web/status/2020582197225476186"
X Link 2026-02-08T19:35Z [----] followers, [----] engagements

"@agnostoxxx Also to your point if we get a small lift this week then they roll over there is still enough concentration risk to bring out more selling and hedging. Wash 🧼 out maybe a few more events similiar to [--]. Obviously [--] had rolling events"
X Link 2026-02-08T19:42Z [----] followers, [---] engagements

"@JamieMcullough @agnostoxxx I agree. Forward [--] and Adobe 10/11. they should compress if growth slows. There is a small lift coming possibly this week if they roll over again. Probably get another knife. 🔪"
X Link 2026-02-08T22:46Z [----] followers, [--] engagements

"@william_R2Rclub @meetblossomapp PEG under [--] its not expensive either & [--] isnt bad for 10%+ growth rate in both EPS and revenue. 👀 $ADBE"
X Link 2026-02-09T00:19Z [----] followers, [--] engagements

"$ADBE like many in the SaaS space the negative sentiment misses that this AI destroys SaaS narrative (if true) will not play out over 1-2 years for big players but 5-10 years. And in the meantime they all have their own AI products productivity boosters LLMs etc. Adobe has firefly and new line up coming. Last quarter Digital media express and acrobat all stable. Digital media was re accelerating last quarter. Buybacks and price hikes will outrun any seat reductions which are being blamed on 🤖 AI when this is a broad economic trend of employees trimming work forces. Adobe own internal metrics"
X Link 2026-02-10T12:38Z [----] followers, [---] engagements

"@VolumeStack I bought some $7.4 $WEN the should announce another buyback program later this year. 0-12 months. They can sustain 4-7% yield + the dividend of 7%. Market will question outlook and revenue"
X Link 2026-02-10T21:16Z [----] followers, [--] engagements

"Ai 🤖 agents is the self driving car meme of [--]. Have we just forgotten about the time that all the OEMs were buying up every self driving startup and lidar company that existed It matters if this narrative plays out over one year or 10+ years. It matters if they augment humans vs replace them. https://twitter.com/i/web/status/2021570783055675477 https://twitter.com/i/web/status/2021570783055675477"
X Link 2026-02-11T13:03Z [----] followers, [--] engagements

"@themarketradar We are still in the AI 🤖 disruption / SaaS ☠ meme narrative. even though I ultimately think this will be wrong. 😑 $IGV $ADBE $CRM $NOW These things have to play out. Just so hard to imagine this set up is more than a correction"
X Link 2026-02-11T15:21Z [----] followers, [---] engagements

"If some of these software names dont bounce soon its a clear signal that revenue is slowing and flattening 6-12 months out. V bottom looking less likely $IGV chop favored. The narrative is seat count reduction and more competition. Well see. Pure price action / back test perspective broadly it still looks like 1997-1999 which has been the case for over a year. $SPY $DIA $QQQ https://twitter.com/i/web/status/2021684609235529882 https://twitter.com/i/web/status/2021684609235529882"
X Link 2026-02-11T20:35Z [----] followers, [---] engagements

"@marketsday $crox strikes again. 👀"
X Link 2026-02-12T12:46Z [----] followers, [--] engagements

"@trend_bullish Hilarious. $VZ one of the most hated names from the fall. Now up 25%"
X Link 2026-02-12T15:23Z [----] followers, [--] engagements

"@agnostoxxx Looking forward to the great SaaS meme of [--] when these names actually throw off a legit counter trend move. (Vs [--] day whimper feels choppy hopes for a retail v bottom looks wrong so far) maybe some hidden leverage needs to drive one more puke 🤮 first"
X Link 2026-02-12T15:30Z [----] followers, [---] engagements

"This is happening bc too many monkeys 🐒 keep trying to buy these SaaS companies with leverage high margin calls 2x ETFs shorting vol. Etc. meanwhile there brokers have been hedging them under the surface. yes that notice you received is a sign 🪧 when the brokers do daily and weekend stress tests. $IGV . If said monkey 🐒 would just buy normal shares this could unwind. 🔄 🔪 🩸 https://twitter.com/i/web/status/2021976075413111226 https://twitter.com/i/web/status/2021976075413111226"
X Link 2026-02-12T15:53Z [----] followers, [---] engagements

"I agree its coming. But right now the main issue here is that there is a large group of monkeys 🐒 🐒 🐒. That are not just buying shares in SaaS. $IGV They are still loaded on LEVERAGE and they keep trying to 🐒 catch this 🔪 🔪knife 🩸 with calls 2x ETFs margin shorting vol. All the kind of monkey 🐒 BS 💩 that drives blow off in an uptrend . And it makes these names all unstable in a downtrend. Multiple brokers have been dropping letters and hedging these 🐒 out as they run stress tests and so their fiduciary duty to other clients. IBKR even sent me a note and I was already closed out from"
X Link 2026-02-12T16:00Z [----] followers, [--] engagements

"Really heavy shorting 🩳 this afternoon on $WEN IBKR with [--] shares to borrow fee up. Does someone know something Or hedging"
X Link 2026-02-12T18:48Z [----] followers, [---] engagements

"@DannyDayan5 @LynAldenContact A lot of names just crashing and popping. Sharp moves both directions"
X Link 2026-02-12T22:34Z [----] followers, [---] engagements

"$WEN added $6.6 FCF yield is around 15% for [----] now which gets it to the 15-20% value area. Its going to be a choppy year but dips should be faded over the year. Dividend should be ok. 👌🏻 historically it gets chopped hard in light market liquidity conditions. They will have to use cash flow to pay down debt and reinvest in the brand. Next event is new CEO which will be another binary event. https://twitter.com/i/web/status/2022297814005318031 https://twitter.com/i/web/status/2022297814005318031"
X Link 2026-02-13T13:12Z [----] followers, [--] engagements

"@iBladesi $WEN I bought more $6.6-$6.7. $6s are a buy. All year. Be on the look out for choppy dips. More are coming. This name historically has sharp moves. Both ways"
X Link 2026-02-13T13:32Z [----] followers, [---] engagements

"@BullishWolf85 Monkey 🐒 shorts 🩳 doing dumb stuff. $WEN Zero shares available to borrow at close yesterday"
X Link 2026-02-13T15:18Z [----] followers, [--] engagements

"@jonathanmaze @TheStalwart $WEN new ceo can change this . Next event. Q4 was well advertised over the last 1-3 months. They literally said this was coming on Q3 call. 📞"
X Link 2026-02-13T15:48Z [----] followers, [---] engagements

"@themarketradar Agree. 👍 this narrative has been hilarious. Multiples were high in some cases. They are all neutral now. (Mostly)"
X Link 2026-02-13T15:53Z [----] followers, [---] engagements

"Right & Maybe but that has historically required /been accompanied by a recession which is hard to imagine with lower rates and inflation ongoing fiscal. Looks more like just a narrative Rotation. Staples up Tech / consumer discretionary down. Narrative changes on who will see benefits. Staples are trying to cut jobs for example. https://twitter.com/i/web/status/2022388810060099829 https://twitter.com/i/web/status/2022388810060099829"
X Link 2026-02-13T19:14Z [----] followers, [--] engagements

"Thats pretty much what I expected. Slight beats but guide flat. And market keeps questioning the name. $WEN adding some more long here. $6s. Add more if we dip more. GL 🍀"
X Link 2026-02-13T12:11Z [----] followers, [---] engagements

"$WEN while revenue guide is flat and market will assume its down for [----]. looks like they spent more money in their project fresh lowering EPS. Going to be a slow process. Fade the dips over the year. Patience"
X Link 2026-02-13T12:36Z [----] followers, [---] engagements

"I agree. $PYPL this is overdone. Its getting priced like $WU or $GPN. . Numerous examples of business transitioning from growth playbook to value over the years. Its at value levels and oversold In the $40s. $PYPL If retail 🤮 pukes shares into 30s near term or later this year either buybacks take over or someone will take it private. https://twitter.com/i/web/status/2018693301189157068 https://twitter.com/i/web/status/2018693301189157068"
X Link 2026-02-03T14:29Z [----] followers, [---] engagements

"Its used in some browser based shopping and non Apple users. About half of users are international. $PYPL Its not a zero. But it could trade in the 30s and follow $GPN $WU and others where folks have to take of their growth playbook and think more value cigar 🚬 bud playbook. When we throw that cap 🧢 on you want the buy back yield and FCF yield to be high enough to account for decay in the business over [--] years or so. I.e. 30s. Double miss surprised the market. I thought they could do better than this. And sold the $44/$43 puts. Which I rolled down to low 30s."
X Link 2026-02-03T20:17Z [----] followers, [---] engagements

"Thanks 🙏 $VZ strikes again. $XLP $IGV correlation is something to behold right now. Growth to defensive. TBD if this turns into anything. Everyone in the $T $TMUS $VZ space needs to read this below and take a breather. 👇 EM out there full on space X satellite 🛰 memeing everyone. 1.) There is a reason Echostar couldnt just become the 4th carrier. 2.) There is a reason cable cutting has moved to FWA Everyone in the $T $TMUS $VZ space needs to read this below and take a breather. 👇 EM out there full on space X satellite 🛰 memeing everyone. 1.) There is a reason Echostar couldnt just become"
X Link 2026-02-05T19:00Z [----] followers, [---] engagements

"Not sure about the long term path for $IGV but a counter trend rally possibly next week looks likely. $IGV $CRM $ADBE all could pop 5-10% and no one should be surprised. 😮 The $IGV has only traded below a [--] RSI two times in it's [--] year history. Both times it was up double digits 90-days later. We think THIS time is the most attractive it has ever been. BUY SOFTWARE. BUY $IGV. https://t.co/oKv8p5QUpG The $IGV has only traded below a [--] RSI two times in it's [--] year history. Both times it was up double digits 90-days later. We think THIS time is the most attractive it has ever been. BUY"
X Link 2026-02-07T12:44Z [----] followers, [---] engagements

"Any of you 🐒 $IGV 🩳 shorts tried Claude cowork Or are you just chasing momentum into a hole 🕳 Try logging on. #ClaudeCode $ADBE $CRM 👇 There's this notion that the software industry is in decline and will be replaced by AI" he said at an event on Wednesday. "It is the most illogical thing in the world." The influential tech leader instead argued that AI will use and enhance existing software tools rather than completely reinventing them. https://twitter.com/i/web/status/2020163178567541156 https://twitter.com/i/web/status/2020163178567541156"
X Link 2026-02-07T15:50Z [----] followers, [---] engagements

"@bespokeinvest IBKR tightened some of the leverage requirements on concentrated holders of some of these names. $IGV looks like couple other players did as well. Broker stress testing"
X Link 2026-02-12T01:46Z [----] followers, [---] engagements

"Yes. Thats why they cut the dividend. The combo of slowing U.S. sales and debt. They have to pay down debt stabilize earnings and revenue refresh the brand while hopefully maintaining the dividend and ideally some buybacks. If the can execute in a competitive environment price action starts going sideways. Friday will be an update on progress. Its always a judgment call on whether that inflection is now or a year away. https://twitter.com/i/web/status/2021906343876075719 https://twitter.com/i/web/status/2021906343876075719"
X Link 2026-02-12T11:16Z [----] followers, [--] engagements

"There are also a few different ways to looks at the debt. I think they can pay it down and stabilize it. $WEN They have to execute on their refresh initiative and grow globally. The global side can work for them right now with dollar weakness. I think most of the chains $MCD $QSR $WEN can see a global lift with us flat to slightly down and maintain profitability. Leaving the negative debt ratio view aside which is basically a fair criticism because it is restrictive . The just pure total debt vs sales is really roughly in line with most peers. They have the capacity to pay. Like $MCD $JACK is"
X Link 2026-02-12T14:08Z [----] followers, [--] engagements

"@MikeZaccardi @StockCharts $XLY sector just getting smoked 💨. But this still looks like rotation. K shaped economy wants lower rates"
X Link 2026-02-13T13:14Z [----] followers, [--] engagements

"$WEN listening to call 📞 they do have a plan for US sales. They have a sense of urgency. They have alot of new offerings coming. And they have seen success at corporate stores. Later In the year I think we can see improve profitability and EPS despite flat to down sales. It will be a slow process but dividend should be safe. 7.7% at $7 they have about 34M left of buybacks and will be paying down debt slowly. FWD PE is 8/9x here. I think they can stabilize the U.S. side and improve AUV. Growth looking out 2-3 years will have to come from the international side. And yet if you look at how some"
X Link 2026-02-13T14:13Z [----] followers, [---] engagements

"Hilarious. 😆 $6s back to $7.8 pre market round trip. $WEN this is what happened when 50% of the float is shorted and they all try to close out. Your repeat dividend cut was wrong 😑 shorts 🩳. $WEN"
X Link 2026-02-13T14:59Z [----] followers, [---] engagements

"Thanks. I stayed patient. Waited for the dip. I wasnt sure if it was before or after release. But have a slightly de risked position now. Where we can see what happens from here. Break even [---]. Slow process. Plenty of more chop. Probably for months/0-12. I would be surprised if they rip tomorrow. Bc that would take a sector rotation. Ideally $6s should give good cushion. The story is very simple. I favor they can get it back under control. It just could be slow 1-2 years"
X Link 2026-02-13T19:17Z [----] followers, [--] engagements

"Yea. 100M-150M+ (out of the 200) vs 60-70 as suggested a year towards debt would be more likely to stabilize the stock price in combination with the refresh/operational excellence. Trian really straddled them here cashing out And fully leveraging their royalty fees. There cooperate stores are doing decent. Even just making progress here q/q would start to move it sideways. My point is just that there is a core customer here and they can stabilize but it may take a year or more. I see it chopping all year for ⚙ reasons. These issues have all been well disused for 6-12 months when they cut the"
X Link 2026-02-14T19:35Z [----] followers, [--] engagements

"$WEN here is previous 🐻 model from [----] w/ business erosion every year for [--] years in a row and another dividend cut. 👇 (closures every year negative growth like 25/26 but not a [----] recession through [--]. I did this a few months ago needs an update but its still mostly right) If we chop $6/$7 or even to $5-$7 0-12 months alot is already priced in which is why I suggested fading the slices. 🔪 🩸 With that said models break facts change and anything can happen to price with narrative in a downtrend. https://twitter.com/i/web/status/2022836294838018208"
X Link 2026-02-15T00:52Z [----] followers, [--] engagements

"@MoS_Investing Kind of like that time self driving cars were predicted to be everywhere. Yea that was what [----] [--] years later. Self driving cars = original LLMs $IGV"
X Link 2026-02-15T12:55Z [----] followers, [---] engagements

"@MikeZaccardi @finviz_com It is hilarious. 😆 $WMT and $COST [--] PE"
X Link 2026-02-15T15:22Z [----] followers, [---] engagements

"@MikeZaccardi @finviz_com PEG near 5x $WMT passive in action efficient markets. Meanwhile dozens of decent small and mids at or below [--] w/ decent growth and yields"
X Link 2026-02-15T15:24Z [----] followers, [--] engagements

"$WEN opened a solid starter position $7.4-$7.75 last couple weeks. Wendys is getting to a level where it can start to go sideways dips should be bought going forward dividend re invested. Asymmetrical set up is forming. There is still a core consumer who Visit their restaurants they have traffic and are not ☠. (Go visit one) The last $WEN ceo made a series of mistakes like breakfast 🥞 (for example) and last year they cut the dividend. Forward PE is around 9x. Dividend yield is 7.1% and is now at a sustainable level. They have Enough additional cash flow to pay down debt invest in their Fresh"
X Link 2026-02-11T15:40Z [----] followers, [----] engagements

"$WEN I think there is a core and a path forward. Dividend is safe for [----] atleast. but the turnaround/process could be very slow. I Doubt there is a near term huge rush to jump in today with size. A few trading events ahead still. Yet fading slices to $6/$7 over the year can work. If we Backtest it model it recession scenario could be a problem more so than other names. But there is a terminal value here And they can get this under control in 1-3 years with execution. Seems like market is saying prove it but really its just in a downtrend. No one knows anything about how their project fresh"
X Link 2026-02-14T16:27Z [----] followers, [---] engagements

"Fair thats the key issue. $WEN LBO from years ago really straddled them Trian and Nelson cashing outTrian was talking deals in [----]. The Combo: Can you spend more on project fresh dropping EPS this year while give 1/2 FCF to shareholders still continue about 30M or 15% of FCF buybacks authorized and remaining 60-70M FCF to debt -1.5%/yr and stabilize revenue. -1.5% a year is tiny. He said dividend is well covered for this year and he is committed to it. He specifically talked about this on the call. He said they are trying to take a balanced approach stabilize and drive AUV growth. I.e. less"
X Link 2026-02-14T17:10Z [----] followers, [--] engagements

"@rdd147 20% short interest. $WEN . It will be shorts 🩳 trading back and forth with other all year. And there entire thesis breaks down when each quarter [--] they do pay down debt and pay the dividend"
X Link 2026-02-14T20:53Z [----] followers, [--] engagements

"@irbezek @88888sAccount He is a meme 🐒 and hasnt actually used this in a real life application that matters. If he had he would understand the hallucinations and the limits of scaling laws. With that said the #Claude meme has to play out. $IGV"
X Link 2026-02-15T15:16Z [----] followers, [--] engagements

"@SpecialSitsNews $WEN is at 3x EBITDA and it can pay down debt. 💸 There is a core that likes their frosty and still eats there"
X Link 2026-02-16T00:40Z [----] followers, [---] engagements

"💡 Rotation & [--] Midterms and the lower K. -Dozen consumer cyclical names are in clear downtrends but are getting close to moving sideways. -Rotation from last year has been out of AI losers & into hard things but also out of consumer cyclicals. $XLY -The criticism is fair Margin pressure is there and sales have softened or contracted. -These business have also financially engineered their balance sheets in various ways over the last decade. If you think the current administration is going to pull out the stops get rates lower and try to help out the lower K for mid terms. We could see some"
X Link 2026-02-16T15:36Z [----] followers, [---] engagements

"@SubuTrade It could be the top but $ZSL bros probably all need to be squeezed 1-2x . Shakeout. $SLV abundance of silver on sale places like EBAY . But this move isnt about US all about China"
X Link 2026-01-27T13:57Z [----] followers, [---] engagements

"I dont think so either. $ZSL bros need to study [----]. Not just [----]. $SLV 🕵 that original big silver top played out over 2-3 months . And it was over 70%+ more extended from the [---] SMA. And it had an element of fraud to prick the bubble 🫧 We will get a big clue 🕵 over the next 1-3 days though. https://twitter.com/i/web/status/2016150305105179108 https://twitter.com/i/web/status/2016150305105179108"
X Link 2026-01-27T14:04Z [----] followers, [---] engagements

"Next couple weeks should be interesting. A lot of negativity priced in. $TMUS multiple was too high. $T slightly stretched. Last year not respecting $VZ ability to push back. Thats all played out. Though. Positioning on $VZ $T $TMUS all overly negative going into earnings. As a group industry back drop remains healthy. I still think cable is the loser. https://twitter.com/i/web/status/2016162795956441163 https://twitter.com/i/web/status/2016162795956441163"
X Link 2026-01-27T14:54Z [----] followers, [--] engagements

"@BookerFinancial And just like that. $T showing sector not dead ☠ $TMUS perhaps still needs a lower multiple. $VZ IMO can expand its multiple. Frontier etc"
X Link 2026-01-28T14:43Z [----] followers, [--] engagements

"@sheslee You guys have all done really well. Congrats 🎊🍾"
X Link 2026-01-28T15:13Z [----] followers, [---] engagements

"Debasement and gold aside. You need oil to get out of control to really have a meaningful spin up. Real wages are up. #PCE 2.5- 3% is not out of control. Its elevated relative to bonds for sure. $TLT sideways. Its not 70s stuff though. That entire meme is going to get cooked. That overlay chart going around. https://twitter.com/i/web/status/2016555381120454891 https://twitter.com/i/web/status/2016555381120454891"
X Link 2026-01-28T16:54Z [----] followers, [---] engagements

"@compound248 There has to be a couple of these software names that can make a comeback later this year. Last year risk reward was $100-$200+ $NOW. $ADBE Step 1: sideways price action though"
X Link 2026-01-29T14:01Z [----] followers, [---] engagements

"@Tintincapital $PYPL there is a trade here around earnings setting up"
X Link 2026-01-29T19:59Z [----] followers, [---] engagements

"@Tintincapital EPS should beat. Revenue harder to say. I think if we sell off more tomorrow and Monday. There is a short term fade of excessive negative positioning. No view on the full year. $PYPL"
X Link 2026-01-29T20:18Z [----] followers, [---] engagements

"@DTrades98 I added some long Earnings $PYPL size up really big only if we dip Friday or Monday more"
X Link 2026-01-29T20:27Z [----] followers, [---] engagements

"@timothysykes Looks like that parabolic trend has broken down. $SLV Although I am reminded that [----] played out over [--] weeks and had another surge before the final breakdown. [----] chopped sideways for [--] months"
X Link 2026-01-30T10:10Z [----] followers, [---] engagements

"@KrisPatel99 $VZ no reason why this name cant drift back to 44+ Arguably it should be more $48-$54 later this year or next year. $VZ"
X Link 2026-01-30T13:35Z [----] followers, [---] engagements

"@WaveRiderAI $VZ breakout"
X Link 2026-01-30T13:47Z [----] followers, [--] engagements

"@gregg_altimari @Tintincapital $PYPL [--] part trade but net long into earnings. Slight hedge. Works if we are slightly down flat or positive upside capped some. Will double size Monday if we dip again"
X Link 2026-01-30T14:38Z [----] followers, [---] engagements

"@Julian_Trades1 While road ahead for $PYPL is rocky bears 🐻 are over their ⛷ 🎿 skis here into a likely EPS beat I disagree PayPal cant maintain buybacks. $PYPL oversold . Same thing as last quarter is about to play out"
X Link 2026-01-30T15:35Z [----] followers, [---] engagements

"Yea $VZ Schulman just nut 🥜 🥊 punched some shorts. 🩳 if people did a back test in ceo changes they would have had some edge to this event. PayPal meme on him was getting to tard 🐒 levels. People forget he ripped the stock before [--] crash smoked tons of names. $PYPL is down from [----] because they were overvalued stay at home is over and Apple Pay / Google pay showed up. Buybacks and convergence Are taking $Vz back to 50s. $T $TMUS $VZ sector can compete rationally and remains healthy. https://twitter.com/i/web/status/2017261968948666713 https://twitter.com/i/web/status/2017261968948666713"
X Link 2026-01-30T15:41Z [----] followers, [---] engagements

"@SpettroMagnate @jjfade23 Something for everyone. $SNDK bulls and bears And suddenly a bunch of folks (and us) are all up nicely YTD vs $SPY + 7-8%"
X Link 2026-01-30T16:09Z [----] followers, [---] engagements

"@JontsMcKie IV on the downside in this thing is completely wrong right now $PYPL More likely flat or up. Its just kind of gotten caught up in a downtrend with liquidity coming out today"
X Link 2026-01-30T18:28Z [----] followers, [---] engagements

"@rdd147 Hopefully the bros 😎 👋 high fiveing last week took profits at 68%+ YTD on $SLV . Opposed to riding it down to 8% YTD 👀 Looking at you Peter Schiff and dont give me the last year BS 💩. You just road it down 60% . After sitting on this trade for 5-6+ years"
X Link 2026-01-30T18:42Z [----] followers, [---] engagements

"Looking out several years. Its not clear if its a value trap. 🪤 as far as getting back above $80+ and not really having a clear story vs Google pay / Apple Pay. Short term its oversold and positioning is excessively negative going into next week with an upcoming earnings that should beat on EPS. $PYPL Some of this +/- 10-14% pricing is excessive. https://twitter.com/i/web/status/2017341213846725103 https://twitter.com/i/web/status/2017341213846725103"
X Link 2026-01-30T20:56Z [----] followers, [---] engagements

"@SergeyCYW What are your favorites"
X Link 2026-01-31T14:01Z [----] followers, [---] engagements

"@ValueSeeker_ $PYPL they will beat on EPS Tuesday. If they beat on revenue as well the stock will bounce. A slight miss on revenue has arguably already been priced in. Decent trade set up well see Monday if this trade widens more"
X Link 2026-01-31T14:30Z [----] followers, [---] engagements

"@DExpo2007 @ValueSeeker_ There is still a huge global base 400M+ slow bleed to Apple Pay/ Google pay etc but imminent demise is wrong. I dont disagree the path back to 100+ is not imminent"
X Link 2026-01-31T17:38Z [----] followers, [--] engagements

"@2CommaInvestor There is a clear path to 30%+ total return. Possibly 40-60%. More importantly it will give dry gun powder when market pulls back. And has been uncorrelated at times. [----] for example. Or April 2025"
X Link 2026-01-31T19:49Z [----] followers, [--] engagements

"@snowbdr9 @TPMRSignals @alphacharts Just in time for elections and the next great liquidity pump"
X Link 2026-01-31T22:57Z [----] followers, [--] engagements

"@snowbdr9 @TPMRSignals @alphacharts It does feel like a simulation. As soon as it starts trending. Momentum piles right back in"
X Link 2026-02-01T00:33Z [----] followers, [--] engagements

"@Maverick_Equity Good chart. 📊 amusing to me that if AI productivity gains actually come some of the companies most likely to benefit are dirt cheap. $IWM $XLP land"
X Link 2026-02-01T15:08Z [----] followers, [--] engagements

"$VZ for example. We Sized up again at $38/$39 last month. ThenStock popped 10% Friday as ceo doubled down on more automation AI right But we are talking about automation and productivity boosts to the employees. And tripled down with EPS guide cost cuts reduced churn buybacks and dividend pull forward. Verizon has been a slow dumb lumbering thing for [--] years. Letting $TMUS out maneuver it for the last 3-5 years. Just one example there are many more that can get lean and compete. If we get lucky. Some of these will even sell off this year. Creating nice entrys. $PEP for example can do a lot."
X Link 2026-02-01T15:18Z [----] followers, [--] engagements

"@CalebFranzen 👍 seems like it bottoms later this year somewhere around that level. It would be ideal to see a capitulation event to mark the low on one of the structured products / players new to the space then kind of news failure on event vs price"
X Link 2026-02-02T19:03Z [----] followers, [--] engagements

"@CoorsLightCEO If folks get really lucky SaaS apocalypse takes $NOW back under $100 and then forms a floor sideways for months and $ADBE to mid 200s"
X Link 2026-02-02T19:47Z [----] followers, [---] engagements

"@RentYourStocks @Abhi1592p $SOFi has a forward PE of [--] and slowing sales growth after a blow off now In a downtrend. 🤔 you guys really think these are the same set ups $PYPL"
X Link 2026-02-02T21:31Z [----] followers, [---] engagements

"What was the sales growth each year for the last [--] years $SOFI Market is always looking at the forward 1st and 2nd derivative of growth years ahead (atleast [--] months ahead). Especially high flying growth names. Value playbook is completely different. Are $SOFI and $PYPL the same trade https://twitter.com/i/web/status/2018444223813701862 https://twitter.com/i/web/status/2018444223813701862"
X Link 2026-02-02T21:59Z [----] followers, [---] engagements

"Its pretty charged ⚡ $PYPL and arguably positioning is excessive to the downside. You could see an outcome where its flat between +/-5% and wreck all the premium buyers in the +-10% area. Double beat is not priced in but a wild card. Market will be focused on revenue and guidance. https://twitter.com/i/web/status/2018449266809897274 https://twitter.com/i/web/status/2018449266809897274"
X Link 2026-02-02T22:19Z [----] followers, [---] engagements

"@zohmbastic I just collared our position. $VZ hedged out. Still think Verizon can trade in the 50s. But thats probably too far too fast"
X Link 2026-02-03T18:03Z [----] followers, [--] engagements

"The three that will probably work now crm adbe on counter trend move. Also may be wiser to just grab IGV. As I said. I want to see them chop sideways. And show buyers trying to get in and then rinsed with stops. Or the capitulation event with Vix pop. Those two usually give you breathing room if you are early"
X Link 2026-02-04T22:30Z [----] followers, [--] engagements

"@MadisonLackey44 @FishtownCap To the original question. I also think HRB is getting sucked into intuit stuff but as you point out data entry is the rate limiting step. Do you guys think HPQ is just dead"
X Link 2026-02-04T22:36Z [----] followers, [--] engagements

"@iBladesi $MOH big headwinds in this space"
X Link 2026-02-05T21:55Z [----] followers, [---] engagements

"Agree 👇 . This should be everyones base case until proven otherwise. $SPY $QQQ This is uncommon: On Friday morning $VIX jumped above [--] while the S&P was within 3% of an all-time high. This also happened during the [----] and 2020/2021 melt-ups https://t.co/aG9nspga8T This is uncommon: On Friday morning $VIX jumped above [--] while the S&P was within 3% of an all-time high. This also happened during the [----] and 2020/2021 melt-ups https://t.co/aG9nspga8T"
X Link 2025-10-19T19:11Z [----] followers, [---] engagements

"Republic Services $RSG is a short 🩳 if it stretches more here. They are hitting the limits of price increases to core business and are likely to see more churn and flat revenue from here as people shop. Retention will require deals from here . .Similar once churn cable faced. Most municipalities offer 2-3x options for easy switching. . which will become more obvious as soon as next quarter earnings. https://twitter.com/i/web/status/1905642145618207226 https://twitter.com/i/web/status/1905642145618207226"
X Link 2025-03-28T15:24Z [----] followers, [---] engagements

"@CCM_Brett Big mistake with growth names . Is Assuming . Growth goes on forever. Drawing a linear straight line . $RELY $WISE.L $WU . Note how they responded globally ex N.A. "
X Link 2025-05-08T12:32Z [----] followers, [---] engagements

"I am not going to short 🩳 this thing bc we are in a bull market. $RBLX Roblox has a reckoning Headed its way. Stories of parents talking to other parents deleting it no longer wanting kids on it. 👇 growing activism against it. for now the debasement 🌎 world keeps things like this afloat that have major headwinds to revenue growth ahead. https://www.sydney.edu.au/news-opinion/news/2025/03/24/literally-just-child-gambling-study-urges-swift-regulation-of-roblox.html $RBLX hit a new high in YoY DAU growth this past weekend https://t.co/RKYZfpe5Cc"
X Link 2025-10-13T22:14Z [----] followers, [---] engagements

"Everyone in the $T $TMUS $VZ space needs to read this below and take a breather. 👇 EM out there full on space X satellite 🛰 memeing everyone. 1.) There is a reason Echostar couldnt just become the 4th carrier. 2.) There is a reason cable cutting has moved to FWA while satellites 🛰 used in rural setting. $VZ new ceo EM buying spectrum and staples $XLP seeing rotation. Telecoms will bottom and bounce again as they have done numerous times. Nothing has changed except maybe the recondition that T Mobile story is just marketing functionally the 5G is the same. Bundling is the next story prices"
X Link 2025-10-25T22:30Z [----] followers, [----] engagements

"$VZ AI 🤖 Schulman says he has a keen understanding of where its going and has spent a lot of time talking to other CEOs. AI 🤖 🔌 😂 On AI: Basically he thinks it will drive cost savings and sees better tailoring. He thinks he can move into specific growth areas. $VZ CEO Schulman Summary: 1.) Customer-first culture delight seems like he is looking for cost reduction to help structurally (which is a legitimate opportunity) 2.) Convergence bundle with fiber (he sees cash flow and adds going up in [----] from Frontier this is the best strategy bundles and convergence because churn is lower)"
X Link 2025-10-29T13:30Z [----] followers, [---] engagements

"@Stockspy1 $BMY it makes sense for it to trade down a s multiple compression given pipeline issues. Similiar to $PFE 🤔 but tomorrow morning $BMY will beat again"
X Link 2025-10-29T21:45Z [----] followers, [---] engagements

"$BMY beginners 🍀 😉 GL back to equal weight. @Stockspy1 $BMY it makes sense for it to trade down a s multiple compression given pipeline issues. Similiar to $PFE 🤔 but tomorrow morning $BMY will beat again @Stockspy1 $BMY it makes sense for it to trade down a s multiple compression given pipeline issues. Similiar to $PFE 🤔 but tomorrow morning $BMY will beat again"
X Link 2025-10-30T15:06Z [----] followers, [---] engagements

"@richtrades100 @RobertKennedyJr Yea its wild. 😜 $KVUE there is a swing opportunity here. see where positioning shifts into next week"
X Link 2025-10-31T14:52Z [----] followers, [----] engagements

"Down -20%+ since I flagged this one $RSG 🚮 K shaped dynamics mean customers will push back. Forever price increases of the last few years are not sustainableEven in 🚮 waste management land people look for alternatives. @Benzinga Republic Services $RSG is a short 🩳 if it stretches more here. They are hitting the limits of price increases to core business and are likely to see more churn and flat revenue from here as people shop. Retention will require deals from here . .Similar once churn @Benzinga Republic Services $RSG is a short 🩳 if it stretches more here. They are hitting the limits"
X Link 2025-11-03T20:48Z [----] followers, [---] engagements

"@CapitalFang $ANF long into tomorrow if we dip more. Patience. Pretty good spot here. More at close. Positioning slightly offsides. More so if we dip more"
X Link 2025-11-24T15:43Z [----] followers, [----] engagements

"$ANF 💥 @CapitalFang $ANF long into tomorrow if we dip more. Patience. Pretty good spot here. More at close. Positioning slightly offsides. More so if we dip more. @CapitalFang $ANF long into tomorrow if we dip more. Patience. Pretty good spot here. More at close. Positioning slightly offsides. More so if we dip more"
X Link 2025-11-25T12:48Z [----] followers, [---] engagements

"Good visualization $QQQ 👇. If bull 🐂 is to continue vol will fall and slow steady drift back to ATH (which I favor) .bears 🐻 need to see failures and chop both in tech A/D and the rotation to defensive should catch a bid"
X Link 2025-10-14T15:41Z [----] followers, [---] engagements

"Good 👍 morning $KVUE @richtrades100 @RobertKennedyJr Yea its wild. 😜 $KVUE there is a swing opportunity here. see where positioning shifts into next week. @richtrades100 @RobertKennedyJr Yea its wild. 😜 $KVUE there is a swing opportunity here. see where positioning shifts into next week"
X Link 2025-11-03T11:42Z [----] followers, [---] engagements

"Lakshman always a good listen. 👇 $SPY growth steady and inflation not running away. I would agree. 👍 Goldilocks with sprinkles of debasement 🍩 with oil ⛽ still tame (for now). although I think inflation a little stickier than people had become accustomed to seeing 10-20 PCE hanging out at more 3% than 2%. @businesscycle and I think 🤔 Vol events will continue to surprise the over levered 🐒 🐵. Too many 🐒 are playing in option land selling vol. MacroVoices @ErikSTownsend & @PatrickCeresna welcome Lakshman Achuthan. Theyll discuss all things cycles from the current outlook on growth and"
X Link 2025-11-28T20:19Z [----] followers, [---] engagements

"#VIX good 👍 thing to keep an eye 👁 on 🧼 🚿 wash out usually unlocks some alpha. Its more likely to be found in the sub sector level though . Not broadly in $QQQ $SPY index land. ZeroHedge: Asset managers are heavily short the VIX at the same time that higher VIX seasonality is kicking in. https://t.co/0hquopwgz3 ZeroHedge: Asset managers are heavily short the VIX at the same time that higher VIX seasonality is kicking in. https://t.co/0hquopwgz3"
X Link 2026-01-11T15:57Z [----] followers, [---] engagements

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