@SayNoToTrading Avatar @SayNoToTrading Say No To Trading

The investor is actively buying and selling various stocks, including Watsco ($wso), Roper Technologies ($rop), and Chemed ($che), while sharing their thoughts on earnings reports and company performances. They also expressed interest in stocks like Marriott ($mar), Copart ($cprt), and Paychex ($payx), and shared concerns about certain companies like Cava ($cava) and Sprouts Farmers Market ($sfm). The investor is rotating out of some holdings, such as Fiserv ($fi), and into others, like CSW Industrials ($csw).

Engagements: [------] #

Engagements Line Chart

Mentions: [---] #

Mentions Line Chart

Followers: [------] #

Followers Line Chart

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks #2882 finance 35.12% technology brands 20.38% cryptocurrencies 16.35% financial services #1746 countries 1.34% social networks 1.34% exchanges 1.07% automotive brands 0.8% currencies 0.8%

Social topic influence stocks #1865, if you #3199, ai 5.36%, in the #6017, $now #29, $amzn #768, money 3.22%, $rklb #253, $unh #48, $spgi #65

Top accounts mentioned or mentioned by @winnerinvestor @trynot2worry @ddblakefischer @dougcatsby @10009nyny @griffonomics @invest091 @triberuffner @velanether @gurufocus @amitisinvesting @aleabitoreddit @brent_e_trader @william_r2rclub @bobspaysubstack @buccocapital @sixsigmacapital @tim19662078 @brentetrader @tryharderinvest

Top assets mentioned Now Coin (NOW) Amazon.com, Inc. (AMZN) Rocket Lab USA, Inc. Common Stock (RKLB) UnitedHealth Group (UNH) S&P Global Inc (SPGI) Waste Connections, Inc. (WCN) Molina Healthcare, Inc. (MOH) Verisk Analytics, Inc. (VRSK) Robinhood Markets, Inc. (HOOD) Axon Enterprise, Inc. (AXON) Moody's Corporation (MCO) Adappter Token (ADP) Fluidity (FLY) Intuit Inc. (INTU) Credo Technology Group Holding Ltd (CRDO) Loar Holdings Inc (LOAR) Firefly Aerospace (FLY) Autozone Inc (AZO) Alphabet Inc Class A (GOOGL) AppLovin Corporation (APP) TransDigm Group, Inc. (TDG) Microsoft Corp. (MSFT) Helium IOT (IOT) Roper Technologies Inc (ROP) GUIDEWIRE SOFTWARE, INC. (GWRE) MarketAxess Holdings Inc. (MKTX) Paychex, Inc. (PAYX) GFL Environmental Holdings Inc. (GFL) Waste Management, Inc. (WM) Republic Services, Inc. (RSG) Centene Corp (CNC) Redwire Corporation (RDW) Bitcoin (BTC) Palantir Technologies Inc. (PLTR) LandBridge Company LLC (LB) Texas Pacific Land, Corp. (TPL) Factset Research Systems, Inc. (FDS) Neurobro (BRO) Arthur J. Gallagher & Co. (AJG) Watsco, Inc. (WSO) Casella Waste Systems Inc (CWST) Zscaler Inc (ZS) Palo Alto Networks Inc (PANW) Crowdstrike Holdings Inc (CRWD) Mastercard, Inc. (MA) Spotify Technology (SPOT) BITMINE IMMERSION TECH (BMNR) Bedrock (BR) Reddit, Inc. (RDDT) Metadium (META) Astera Labs, Inc. (ALAB)

Top Social Posts

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

"As mentioned I unloaded all my highest cost $CRDO from the $120s on that earnings pre-announcement Monday. That leaves me with [---] at $98. This $ALAB drop isn't as appealing and I as I've said I think Astera Labs is more of a one-trick pony vs. Credo. If I am wrong convince me otherwise. That said I did add [---] at $145 with the other [---] about $10 cheaper that I've had since Nov. If I wasn't able to unload those $CRDO I wouldn't be adding to $ALAB here. https://twitter.com/i/web/status/2021607382502326498 https://twitter.com/i/web/status/2021607382502326498"
X Link 2026-02-11T15:28Z 15.9K followers, [----] engagements

"White Mountains Insurance Group $WTM stock is one you never hear about. Similar to Markel $MKL and Fairfax Financial $FFH $FFH.TO $FRFHF it's a name hoped/hyped to become a mini-Berkshire $BRK.B $BRK.A. During the Covid lows I have positions I picked up in all [--] with $WTM being the laggard. Back in [----] White Mountains acquired a majority stake in Bermuda-based Bamboo Insurance. Later bumping it to 70% ownership in [----]. Bamboo is a managing general agency (MGA) they are not an insurer themselves. They are licensed to sell E&S insurance for other insurance companies (called "fronting"
X Link 2025-09-03T15:04Z 15.9K followers, [----] engagements

"I get that the 10M shares Amkor $AMKR secondary offering is non-dilutive since it's the Kim family selling. I also get we badly need full domestic packaging capabilities. Still there are good reasons I didn't buy this stock a year ago. Just because it's an essential business doesn't mean it's a good business for buy and hold. Stats via @gurufocus @GurufocusC . Low margins and cyclicity make this one a lot riskier to buy at the top. https://twitter.com/i/web/status/2022343398880117233 https://twitter.com/i/web/status/2022343398880117233"
X Link 2026-02-13T16:13Z 15.9K followers, [----] engagements

"@trynot2worry Same here. I only use it for problem solving no social. Don't even have an account. Hate that I have to turn off VPN to access Reddit so a lot of times I even skip looking there"
X Link 2026-02-14T23:38Z 15.9K followers, [---] engagements

"@WisemanCap $APP"
X Link 2026-02-15T00:10Z 15.9K followers, [----] engagements

"Post above by Burry was deleted but in short it basically said sub$cribe to find out about $PLTR. This post by @amitisinvesting answers misunderstandings I saw below and NO he is not selling anything https://x.com/amitisinvesting/status/2023051661262877057s=20 yesterday was one of the first days being on X where it felt kinda crazy to realize everyone has an opinion on you and will say anything they like i guess its what comes with the territory to clear up a few things: - i saw many people say amit thinks hes some investing guru https://x.com/amitisinvesting/status/2023051661262877057s=20"
X Link 2026-02-15T16:24Z 15.9K followers, [----] engagements

"@QualityInvest5 You can group $TEAM up with $PME.AX and the other few successful public Aussie tech co's. Always excessively valued because they are their hometown heroes being bid up. Aussie's inferior mag [--]. Unlike $NOW TEAM is not #1 anything they do"
X Link 2025-01-30T23:32Z 15.9K followers, [---] engagements

"Something to consider. $MANH and $SPSC while not exact peers but close both suffered brutal selloffs on earnings. Another very high quality related name Descartes Systems $DSGX reports March 5th. Look out below or not"
X Link 2025-02-12T19:30Z 15.8K followers, [---] engagements

"Anyone own or follow $FIHL Fidelis Insurance I own a tracking position of [---] shares a couple bucks lower. Noticed drop today but didn't add because I think digging in is justified. These Bermuda-based entities always give me pause. Reason I only have [---] $ACGL. At least $KNSL is US based but has some uncomfortable entities. https://twitter.com/i/web/status/1892678400252510517 https://twitter.com/i/web/status/1892678400252510517"
X Link 2025-02-20T20:51Z 15.9K followers, [----] engagements

"$DNOPY $DNOPF $DNP.WA Dino Polska stock was a very hyped coming out of Covid as you probably know with Chris Mayer and the like sparking the interest. Not that the hype wasn't deserved but rather it made the stock a bit too popular. Suddenly you had a whole American investment base chasing this semi-private Polish company which has a minimal float. As I do with almost all my stocks I spend hours and hours researching them (and staying on top of research) as I wait for an entry. Sometimes that entry never comes. Sometimes it takes a couple years as was the case with $DNOPY $DNOPF. This I"
X Link 2025-03-02T06:12Z 15.8K followers, [----] engagements

"What are the highest quality best REITs to own for the next 10+ years if you want consistent dividends with minimal risk of cuts $AMT American Tower (cell towers data center) $AVB AvalonBay Communities (coastal urban apts) $CPT Camden Property Trust (coastal urban apts) $CTRE CareTrust (skilled nursing assisted living) $DLR Digital Realty (data centers) $EQIX Equinix (data centers) $ESS Essex Property Trust (coastal urban apts) $EXR Extra Space Storage (self storage) $FRT Federal Realty (mixed-use) $MAA Mid-America Apartments (non-coastal apts) $O Realty Income (retail mostly) $PLD Prologis"
X Link 2025-03-08T15:24Z 15.9K followers, [----] engagements

"For fans of $HEI $HEIA $TDG $LOAR you may have missed this years IPO of Karman $KRMN. $RKLB space fans should also take note. Karman Holdings HEICO and TransDigm all aerospace and defense firms specialize in critical components. HEICO and TransDigm dominate aftermarket salesHEICO with cost-effective PMA parts TransDigm with high-margin proprietary productsvia acquisitions. Karman focuses on defense and space projects like hypersonics and missiles with less emphasis on broad aftermarket commercial. All [--] leverage specialized engineering to produce high-value aerospace and defense components"
X Link 2025-03-19T15:20Z 15.9K followers, [----] engagements

"Great article on Seeking Alpha by @LeoNelissen on what used to be called trannies before that term was no longer PC. I'm talking transports like $UNP $CP $CNI $ODFL $SAIA which I've been buying lately as you know if you follow me. This quote from article and chart you should pay attention to: "Using the iShares U.S. Transportation ETF $IYT as a benchmark we see the IYT/S&P [---] ratio (including dividends) has been in a downtrend since early [----] reaching the lowest level in at least two decades one early May." And yes I agree with you Leo that $UPS is not a great LT investment. I had picked it"
X Link 2025-05-06T04:03Z 15.9K followers, [----] engagements

"Is LandBridge $LB the next Texas Pacific Land Corp $TPL First let me tell you a story about TPL going back 25ish years ago. As I mentioned this morning Taser (now $AXON) was the ultimate battleground stock back then on Yahoo Finance and $MSFT MoneyCentral (now MSN) forums. Maybe not the ultimate but a frequent deep value stock discussed back then was Texas Pacific Land Trust (the C-corp conversion is very recent). Back then market cap was around $200M (today it's $25B). When you bought into $TPL you were paying around $100 per acre from what I remember. The investment thesis back then was"
X Link 2025-06-24T22:16Z 15.9K followers, [----] engagements

"I've sold many 5+ year holdings this week for a good reason: $SLG $FRT $AVB $ESS $KIM $O $VICI $CPT Why Because these were Covid low buys. They were great deals and work as income plays but are drags on portfolio long term (decades). I sell all of my losing lots on every stock each year but last time my realized losses realized gains I think was [----]. Because of health insurers looks like this year that won't be a problem so now I am selling some of these since I can finally offset the gains. Many of these real estate holdings I had already reduced within the past couple years and I think all"
X Link 2025-07-30T14:47Z 15.9K followers, [----] engagements

"If you know your stock market trivia you will know 10-27-2023 was a low for many many stocks. For numerous holdings I have lots purchased on this date. Small cap $EXPO Exponent was one. Only one purchase. Intraday low so it has literally never been underwater since not even for an hour. But look where we are now and earnings today after close. Similar to $COST $FICO and similar high multiple stocks $EXPO underwent a re-rating over the last [--] or so years. With all of these much of the gains come from multiple expansion rather than correlating growth. However everyone talks about Costco and"
X Link 2025-07-30T18:55Z 15.9K followers, [----] engagements

"If you own the native Dino Polska stock $DNP.WA using $DNOPF (not the ADRs $DNOPY) and your account balance is up unexpectedly today it's just a cruel trick. No I don't have $400k in the name. It has a [--] for [--] split not yet reflected. So $360k of this is not real. $BYDDF was opposite. For over a month looked like it was down 67%. Today the [--] for [--] shares were distributed. Not applicable to $BYDDY ADR. https://twitter.com/i/web/status/1950985945169404145 https://twitter.com/i/web/status/1950985945169404145"
X Link 2025-07-31T18:24Z 15.8K followers, [----] engagements

"Top [--] stocks with market caps of $10B+ ranked by short interest: [--]. Rocket Companies $RKT short interest 31.82%. [--]. Hims & Hers Health $HIMS 30.00%. [--]. Moderna $MRNA 17.02%. [--]. AST SpaceMobile $ASTS 16.96%. [--]. Mobileye Global $MBLT 16.53%. [--]. Hyatt Hotels $H 16.30%. [--]. MP Materials $MP 15.98%. [--]. Super Micro Computer $SMCI 15.40%. [--]. GameStop $GME 15.24%. [--]. Omnicom Group $OMC 14.81%. Was not expecting Hyatt Verified on Fintel and it's legit. https://twitter.com/i/web/status/1953973214402818445 https://twitter.com/i/web/status/1953973214402818445"
X Link 2025-08-09T00:14Z 15.9K followers, [----] engagements

"$FIHL $KSIOF $POWL $QXO $KRMN $LOAR These are my smallest tracking positions and I'm hoping some earnings drama allows me to add more. Specifically I think $LOAR has good potential for bad earnings tomorrow. Look what happened to $TDG. Fidelis Insurance $FIHL earnings after close tomorrow but this is Bermuda-based. Would never want to put more than $20k into it. https://twitter.com/i/web/status/1955368184439316947 https://twitter.com/i/web/status/1955368184439316947"
X Link 2025-08-12T20:37Z 15.9K followers, [----] engagements

"SaaS and related names least prone to AI disruption = those with a physical real world aspect which can't be vibe coded. $AXON = body cams $ISRG = robotics + challenging medical regulations Also $GRMN $IOT $CGNX $TRMB What are some good names to add to this list Or to agree/disagree with Not real world but $NOW users please share feedback on disruption risks. With the SaaS scare based on AI disruption Im working on a watchlist of software stocks with a strong physical aspect to improve moat. So far I came up with $AXON $ISRG $GRMN $IOT $AIOT $CGNX $TRMB ( $CAT $DE they are physical+ small"
X Link 2025-08-13T15:30Z 15.9K followers, [----] engagements

"On the topic of high quality SaaS names less prone to AI displacement Descartes Systems $DSGX is one I nibble-added to today. With a regulatory focus switching to a new system poses risks and therefore a higher hurdle rate. Like everyone they are heavily incorporating AI themselves. The question is if someone can successfully rip off these same capabilities and offer them cheaper: AI-Enabled Denied Party Screening (Visual Compliance AI Assist) Uses machine learning to cut false positives in compliance checks by up to 90% for some users automating reviews while maintaining human oversight."
X Link 2025-08-18T16:39Z 15.8K followers, [----] engagements

"On red days always pay attention to whatever is surprisingly green. I'm not saying Verisk Analytics $VRSK is a bargain but it has been punished in the vein of consultants and research services like $ACN $IT $GLOB $FDS as well as SaaS names. Fact is using AI to create cheaper knock-offs of their insurance underwriting analytics suite is near impossible unless you were to steal their decades of proprietary data they have collected. This is used by insurance companies for their underwriting. Even being off 0.1% is unacceptable. You can replicate the $VRSK shell with vibe coding no problem but"
X Link 2025-08-19T18:00Z 15.9K followers, [----] engagements

"Just now I couldn't resist adding [---] shares of Roper Technologies $ROP stock. As always my highest cost lots are subject to selling after rebounds so perhaps this lot won't be a keeper. All I know is that I love CEO Neil Hunn's OCD about converting revenue to FCF at or above the 30% mark. https://twitter.com/i/web/status/1962906808747749487 https://twitter.com/i/web/status/1962906808747749487"
X Link 2025-09-02T15:53Z 15.9K followers, 14.4K engagements

"I have a few hundred k $ in Constellation Software $CSU $CSU.TO $CNSWF and its spinoffs so I'm not a hater but seriously. why do I never hear the CSU crew talk about Roper Technologies $ROP Look past the cult of Mark Leonard and podcast pumpers for a moment and consider what is turning into their American counterpart. While both offer vertical market software which can be disrupted by AI $CSU consists largely of small less complicated software - average deal size something like $13-18M in recent years. Long term average is lower. Pre-AI what made this software valuable was each had such a"
X Link 2025-09-02T23:04Z 15.9K followers, 17K engagements

"When it comes to SaaS stocks safer from AI disruption Guidewire $GWRE earnings are case in point. While they provide platforms/backend for P&C insurers Ive also talked recently about complimentary (non-competing) Verisk Analytics $VRSK as they have decades of proprietary data you cant just vibe code. https://twitter.com/i/web/status/1963748083445166420 https://twitter.com/i/web/status/1963748083445166420"
X Link 2025-09-04T23:36Z 15.9K followers, [----] engagements

"So why is the safety trade of healthcare like $UNH and $ELV up while the other safety trade of garbage companies down today For the same reason you are seeing minus 3-7% moves today on: IES Holdings $IESC MasTec $MTZ Comfort Systems $FIX Emcor $EME Sterling Infrastructure $STRL Construction Partners $ROAD Quanta Systems $PWR Powell Industries $POWL 30-40% of trash is from construction. [-----] jobs for August may cement Sept rate cut but it also raises concerns of slowdown. Slowdown = less construction $WM now $2 above April 8th low. https://twitter.com/i/web/status/1964027598457229651"
X Link 2025-09-05T18:07Z 15.9K followers, [----] engagements

"$FIGR IPO tomorrow along with $LBRX. $GEMI and $LGN on Friday. The last time I remember seeing this many IPOs at once as in the breadcrumbs pushed on the retail brokers it was over [--] years ago. Didn't go away overnight but didn't last too long either"
X Link 2025-09-11T03:37Z 15.9K followers, [----] engagements

"If you think Tesla $TSLA is safe from BYD sales in the US know that I've been seeing a lot of them despite not being legal here. $BYDDY $BYDDF $1211.HK This was yesterday on freeway. Didn't have camera ready 'til it switched lanes but prior to this it was right in front of me and it is definitely BYD. Super obnoxiously large logo on back. Not the first I've seen. Thought it was Seal model but comparison to photos show a few slight variations. https://twitter.com/i/web/status/1967648105672872107 https://twitter.com/i/web/status/1967648105672872107"
X Link 2025-09-15T17:54Z 15.9K followers, [----] engagements

"Had to walk dog last [--] mins 'til close so I missed this IDEX $IEX drop to $159.59. Which coincidentally is my exact cost basis. I would have added [--] at that price. Not as high quality as Ametek $AME (Buffett fav) and Parker-Hannifin $PH two other industrial consolidators but $IEX is definitely high quality. If $AME and $PH are 10s then I'd say $IEX is a solid [--]. Normally beats S&P by a couple hundred basis points but recent underperformance has brought it in-line. If you think the thesis isn't broken then outperformance could happen next [--] years."
X Link 2025-09-17T23:15Z 15.8K followers, [----] engagements

"Schwab $SCHW is so shady with your cash First they don't have an automatic cash sweep so you need to buy their money market fund $SWVXX to get a 4% yield. If not you get 0.15%. Problem is that's a mutual fund. Meaning overnight settlement. You can't sell it and use funds to buy something else same day. As a superior alternative BlackRock $BLK offers iShares Prime Money Market ETF $PMMF. It has higher yield than $SWVXX and since it's an ETF instant availability of funds when sold. What does Schwab do They block you from buying it https://twitter.com/i/web/status/1968728613123146226"
X Link 2025-09-18T17:27Z 15.9K followers, [----] engagements

"$MSCI and $MORN down today in sympathy with $FDS earnings. Then I start looking and even $SPGI is down 6% and $MCO 5% both of which are too distant from FactSet"
X Link 2025-09-18T18:10Z 15.8K followers, [----] engagements

"Time to start averaging up on Tradeweb $TW. As far as the Tradeweb vs. MarketAxess $MKTX rivalry I get it but I also don't because: - MKTX focused on high-grade corporate bond while TW on Treasuries. - TW probably stronger on munis but I would say MKTX has emerging markets lead though small for both. Remember $HOOD replaced $MKTX in the S&P. I get the frustration with MarketAxess since Covid highs but you do need to keep in mind valuation was insane and so much of share price plummet was that - see chart. Will Robinhood do the same I'm certainly not rooting for it but am well aware of the"
X Link 2025-09-19T19:52Z 15.9K followers, [----] engagements

"If MarketAxess $MKTX stays down here I think there's a good chance it gets taken out. EV of $6.2B (net cash positive) makes it bite-sized for $ICE or $CME. Possibly $CBOE but less of match. Even a smaller or international name could come in. Being bond trading shouldn't garner much anti-trust scrutiny since overlap is minimally related to non-existent. Even if you put a $230 price tag on $MKTX deal should still be accretive for most suitors. https://twitter.com/i/web/status/1970154769131200895 https://twitter.com/i/web/status/1970154769131200895"
X Link 2025-09-22T15:54Z 15.8K followers, [----] engagements

"Regarding Samsara $IOT $QCOM $TRMB and my friend who sells trucking SaaS and was at the Intermodal EXPO in LA last week"
X Link 2025-09-24T18:17Z 15.9K followers, [----] engagements

"For what they are I prefer Church & Dwight $CHD over Kenvue $KVUE. However I did buy 1k shares at $16.16 just now. Though really Im just buying the $JNJ spinoff back which I sold shortly after receiving. Ive owned Johnson & Johnson stock since the exact Covid bottom which was March [--] [----] for the S&P. Since I have been trying to reduce dividends in recent years not sure I will keep these $KVUE long term. I just like buying controversy and falling knives. https://twitter.com/i/web/status/1971620353895240188 https://twitter.com/i/web/status/1971620353895240188"
X Link 2025-09-26T16:58Z 15.9K followers, [----] engagements

"Not identical but similar. If you missed this years drop and rebound in Manhattan Associates $MANH then SPS Commerce $SPSC is interesting here. Even more interesting though is Descartes Systems Group $DSGX"
X Link 2025-09-29T19:01Z 15.9K followers, [----] engagements

"Buying the Paychex $PAYX earnings drop does not entice me for the same reason I'm not yet interested in $ADP despite its favorable valuation to recent history. Both of these as well as Paycom $PAYC and Paylocity $PCTY are going to be at ground zero if we get surging unemployment from AI. We're in a rate cutting cycle which reduces the interest they generate on funds before disbursement. This too will worsen if unemployment spikes as rate cutting will get more aggressive. https://twitter.com/i/web/status/1973037206534328436 https://twitter.com/i/web/status/1973037206534328436"
X Link 2025-09-30T14:48Z 15.8K followers, [----] engagements

"Someone was asking about $SPGI yesterday. Here are my recent adds. Not doing serious buying yet. Given narrative of AI eating research and data (which is huge chunk of their biz) there are better deals at center of controversy like $MORN $FDS. As mentioned $MSCI still too loved here. If $SPGI goes to $450-460s I'll bump up buy increment to [--] shares. On rebound will only hold lowest cost [--] or [--] depending where we land. Remember we hit $435 on April 7th intraday low as you can see. A lot of non-AI stocks are flirting with the April 4-9th levels."
X Link 2025-10-07T15:35Z 15.8K followers, [----] engagements

"I've said it before and I'll say it again. From risk/reward starting here I like Roper Technologies $ROP over Constellation Software $CSU $CSU.TO $CNSWF. Remember I do have [--] new CSU shares from the Mark Leonard selloff (first buy since 2022) so I'm not hating it. Thing is all the compounder/quality bros fail to realize or accept Constellation has always been about ROI per deal not deal quality. Sure they are highly diversified but a lot of it is low quality software. They only paid a very low single-digit multiple on it so they were OK with that. I'm not OK with that in the age of AI where"
X Link 2025-10-09T05:18Z 15.9K followers, 10.2K engagements

"What was my #1 favorite stock from yesterday If you're a newer follower you should definitely read this as it explains how I buy and sell. MarketAxess $MKTX and $PYPL have a lot of similarities actually. However one is an X favorite while the other X couldn't care less about. I'm sure you've seen the below chart from @fiscal_ai or ones like it circulating on here for $PYPL. You can chart the same for $MKTX but it's even cleaner. Despite the disastrous drawdown in MarketAxess stock which I have been posting about as long as I've been on here I make money on every transaction for it. I'm"
X Link 2025-10-11T15:07Z 15.8K followers, [----] engagements

"Continuing topic as to what goes yin when market goes yang I already discussed $MKTX from Friday. Another example was $CSL. My highest cost [--] were at $320-321. Was able to double down at mid-day lows of $316 and then unload the higher cost in green. Did this with a few other positions on Friday too. Even on ugly days there are always places to make money the very same day even if market closes at the lows. Carlisle is one of the very best building suppliers among all which are public. $SPY beating CAGR long term. https://twitter.com/i/web/status/1977588060411015255"
X Link 2025-10-13T04:11Z 15.9K followers, [----] engagements

"To counter all the $NVO bulls who only post positive news let's talk about Catalent $CTLT which I did buy before Novo Nordisk bought them. This has been an unmitigated disaster and today casualties include Scholar Rock $SRRK who has a phase [--] spinal muscular atrophy drug which is being held up not because of efficacy or safety but rather because $NVO can't get their act together to manufacture safety. https://twitter.com/i/web/status/1977796250692141127 https://twitter.com/i/web/status/1977796250692141127"
X Link 2025-10-13T17:59Z 15.9K followers, [----] engagements

"Latest $CAVA stock boots-on-the-ground research. Summary: As both shareholder and customer I am pissed at @cava as their operations are a total disaster. To recap I have been eating at Cava for 8+ years and quality has declined dramatically in [----]. I'll refrain from the universal rants on recent portion sizes and stick with my visit yesterday: - Visited Laguna Niguel location at 5:20 pm on Sunday. - Not busy at all which makes what comes next especially inexcusable. - No falafels and a [--] minute wait for them in same breath they say they are most popular protein along with chicken (so why"
X Link 2025-10-13T22:51Z 15.9K followers, 18.5K engagements

"Marsh & McLennan Companies $MMC was always too long but the re-branding to just Marsh need I remind you of that definition It's a synonym for swamp"
X Link 2025-10-16T19:39Z 15.8K followers, [----] engagements

"Re-branded Marsh $MMC took down all the insurance brokers $BRO $AJG $BWIN and $GSHD. I want to talk about that last one because no one does. Goosehead Insurance. Down 37%% YTD this small cap IPO'd exactly [--] years ago to the day (Oct [--] 2020) and was super hot out of the gate peaking a year later in the $170s. Today it's $66. As far as noteworthy investors in it as of last quarter it was 0.38% of AUM for Chuck Akre's firm. Fairly large weighting considering it's only a $2.5B market cap. They are underwater significantly. Goosehead Insurance is a non-captive agency operating a franchise model"
X Link 2025-10-20T15:05Z 15.9K followers, [----] engagements

"In HVAC I mostly talk about $AAON $FIX $WSO maybe a little $CARR and even some Daikin $DKILF $DKILY once in a while but don't believe Lennox $LII stock I've ever mentioned before. Why would I Nothing to do with it since buying at the low April [--] [----]. As you can see from chart it never looked back. But now it's misbehaving again. Dropped 10% today on earnings mainly guidance. To demonstrate just how unreliable extended hours trading can be check out the headline from 9:00 am today reporting the stock being up on a beat. I did add [--] shares during last [--] minutes of trading today. Valuation is"
X Link 2025-10-23T03:46Z 15.8K followers, 13.9K engagements

"Reminder: Only Hermes $RMS $RMS.PA $HESAY $HESAF is the reliable fashion investment long term. $LVMHF $LVMUY $MC $MC.PA too but less so. Deckers $DECK is disaster as is all mass market apparel. Still bought it with open order to sell my high cost $95 shares"
X Link 2025-10-24T15:38Z 15.9K followers, [----] engagements

"@taobanker Remember what Druck says Think [--] months ahead Hospice $CHE"
X Link 2025-10-24T22:13Z 15.9K followers, [----] engagements

"Just sold $PYPL high cost lot after going green. I don't care if it pops after earnings I am only holding my lowest cost $65 shares. Like risk/reward for my recent buys of $FI and $JKHY more than PainPal. However if $PYPL goes back down I will likely continue buying it"
X Link 2025-10-27T17:14Z 15.8K followers, 13.8K engagements

"Arch Capital $ACGL earnings dip after already selling off with sector. So I finally added some almost [--] years later. Most buying going towards $PGR instead. $ACGL did a $5 special dividend last November which made more sense than a regular dividend for them"
X Link 2025-10-28T14:54Z 15.9K followers, [----] engagements

"I've talked a lot about Chemed $CHE past week. Earnings were this morning. I've unloaded all my high cost lots except for this one"
X Link 2025-10-29T15:04Z 15.9K followers, [----] engagements

"@DurableCreators Own [--] of those PM names you mention but time to buy them is NOT now. Wait for next bear market in gold. I actually did not like that episode on $WBI"
X Link 2025-10-30T00:54Z 15.9K followers, [---] engagements

"Sprouts Farmers Market $SFM is down 24% on earnings but here's why I have no interest in the stock. [--]. Groceries are a horrible biz with 2-3% net margins. I am aware Sprouts is higher at 5% but it has been 2-4% in recent years. Either way not great. [--]. The only thing I shop for is food. $SFM is not competitive with Trader Joe's or $AMZN Whole Foods with price or selection. Kroger $KR is horrendous and sells unhealthy garbage so I never go though I do order shelf-stable food from Vitacost which they own. [--]. Unlike Trader Joe's Sprouts stores do have a fairly large footprint and a lot of SKUs."
X Link 2025-10-30T05:24Z 15.9K followers, 13K engagements

"With the exception of $GFL which reports next Wed we now have earnings from all the trash companies. The best were $CWST followed by $WCN. Both of these have been my favorites for small and large cap respectively. The worst were $WM $CLH and $RSG"
X Link 2025-10-31T15:17Z 15.9K followers, [----] engagements

"Took tax loss today on recently acquired $MMC. Search my feed for ticker to read details as to what I don't like about Marsh (& McLennan) relative to peers. Would rather have more of higher conviction $BRO and $AJG. Even when you strip out GFC debacle for Marsh BRO and AJG have demonstrated better performance fundamentally from 2015-2025 (ex-GFC) as well as the 20-year period of 2005-2025 (with GFC). Marsh also screwed up during dot-com. https://twitter.com/i/web/status/1984317050685440102 https://twitter.com/i/web/status/1984317050685440102"
X Link 2025-10-31T17:50Z 15.8K followers, [----] engagements

"Pretty pissed about $CBOE earnings today. Even though it's near the 52-week high this is a rare example of I had already decided I was going to add today if it went to $220s which is only back to June levels. Only would have required 3%+ drop. I only have [---] shares of $CBOE and hence my willingness to not be too cheap. As much as I despise equity options I very much love the idea of owning the casino operator for them. These [---] were during the regional banking crisis which spilled over to all financials. Given the rampant options gambling by retail (e.g. most of you reading this) I"
X Link 2025-10-31T18:11Z 15.9K followers, [----] engagements

"Progressive $PGR stock has forward EV/revenue of [----]. This matches the July plummet in [----] when I first bought. Similar to $UNH Progressive is growing nicely on the top line. Unlike UnitedHealth there's no scandal. As for the bottom line also different situation. $PGR profitability is fantastic. In fact too fantastic. That's what caused the earnings selloff. The ugly EPS print was because they had to take a near $1B one-time charge due to being too profitable in Florida and therefore owing customers a refund. A good problem to have"
X Link 2025-11-04T04:09Z 15.8K followers, 19.4K engagements

"Related to $FIX and $EME one stock you don't hear much about is Limbach Holdings $LMB. Other public peers: $AMRC $IESC $MYRG $AGX $WLDN $MTRX $ORN Limbach is a specialty contractor for HVAC plumbing electrical and building control systems. Also known as MEPS but I know that acronym isn't well known. I know someone has asked me about it on here and my answer was I do follow it but this is the type of name I need to do a minimum of 20-40 hours more of research on just to say I'm vaguely informed. Very tiny at $1B market cap vs. $30B+ for $EME and $FIX. $7-8B for $IESC. $4B for $MYRG and $AGX."
X Link 2025-11-07T16:14Z 15.9K followers, [----] engagements

"Only keeping lowest cost $QXO. Just sold a few hundred. I don't care how enamored you may be with Brad Jacobs we have high quality and proven peers like Carlisle $CSL at attractive valuations. I'm all about riding along with Brad but given volatility in this new and evolving business the risk/reward of buying big here isn't worth it to me. Would only do so on a big drop. If they announce an acquisition the market doesn't like especially if dilution is involved we very well could get that drop. Always focus on downside. Upside takes care of itself if you buy right."
X Link 2025-11-10T18:31Z 15.9K followers, [----] engagements

"Already doing it with NotebookLM for financial podcasts. Im too lazy to make myself so my bitch @griffonomics does it for me. Speaking of which I listened to a few while doing yard work on Sunday. Initially was just going to listen to $LMB but let it roll over to $OSCR and $NVO after. On Limbach it was good - always learn something new - but it didnt focus enough on long term historical valuations and multiples vs. elevated from data center buildout. That is main risk for $LMB $FIX $EME. For $NVO when foreign company is involved Id recommend telling it to convert all figures to USD because"
X Link 2025-11-12T16:49Z 15.9K followers, [---] engagements

"Both TransDigm $TDG and newcomer Loar $LOAR reported earnings this morning. TDG was as-expected but I was really hoping Loar would dump. It only mildly sold off. The reason I wanted a dump was because I only have a tracking position in this recently IPO'd company. $LOAR went public about [---] years ago and most of that time has been at $60 to as high as $100. Really annoyed having just [--] shares so I added [--] more today. Can't show you because of broker updates but I've had [--] shares since summer [----]. If you're not familiar with stock here's a good recent article by @DPBechai about it:"
X Link 2025-11-13T05:08Z 15.9K followers, [----] engagements

"@cmo040958 I own both. Just saying only buying $LOAR here. Yes I agree. We should have @griffonomics do a NotebookLM comparing and contrasting the two. Also where the hell is my Firefly Aerospace NotebookLM Once you make it feel free to post it on my write-up on them today"
X Link 2025-11-13T23:58Z 15.9K followers, [---] engagements

"Posted this on the same day Progressive $PGR bottomed and made a multi-year low. Now up 12% in the [--] days since. As previously posted had about a million in buys these past couple weeks. Have unloaded majority of that on rebound after going green. Still need another +4% to unload my highest cost lots. Earnings next Wed AM will be the test as to which direction we continue. Progressive $PGR stock has forward EV/revenue of [----]. This matches the July plummet in [----] when I first bought. Similar to $UNH Progressive is growing nicely on the top line. Unlike UnitedHealth there's no scandal. As"
X Link 2025-11-14T19:22Z 15.9K followers, [----] engagements

"When it comes to my Z stocks on Robinhood (have $ZTS elsewhere) one in particular you can see stands out and not in a good way. $Z Zillow and $ZS Zscaler performing. Not Zebra Technologies $ZBRA. Purchase date of 10-11-2023 and up just 11%. Zebra has been a long term winner but after the boom-bust with Covid unsure if thesis remains fully intact. Only 221% return past [--] years which yes does match S&P almost exactly but that's not acceptable performance for this type of company. Have been debating lately whether I should let $ZBRA go. Thing is even if I do hard to justify selling at trough"
X Link 2025-11-14T20:42Z 15.9K followers, [----] engagements

"@ActAccordingly $WSO $CPRT and my money is where my mouth is"
X Link 2025-11-22T01:26Z 15.8K followers, [---] engagements

"For those tax loss harvesting while wanting to maintain exposure some rotations I have in mind: $CSU $CSU.TO $CNSWF Constellation Software $ROP Roper Technologies $TYL Tyler Technologies Own all [--] underwater lots on the first [--]. May swap some but not today or anytime soon. Still chance of recovery next month given my underwater lots are 10% red. I am intentionally not including Topicus $TOI.V $TOITF as CSU swap. With EUR to USD it really isn't down much and in fact about 7% higher than exactly one year ago. https://twitter.com/i/web/status/1993703455618478366"
X Link 2025-11-26T15:28Z 15.9K followers, [----] engagements

"@long_equity $AZPN was acquired unfortunately. Was excellent opportunity as stand-alone but not mixed back in with $EMR"
X Link 2025-11-26T21:49Z 15.8K followers, [----] engagements

"This is what I own. However I havent bought any chip stocks since April. The one exception is Synopsys $SNPS which for me is a BUY right now. Possibly a STRONG BUY. Yeah I know the Ansys deal closed blame Quartr for that. I highlighted it anyway. Air Products $APD and Linde $LIN attractive here. Even though they are 100% essential for semiconductor manufacturing I wouldnt buy or own them on that premise alone. Also a stretch to include $PH $TMO and $A which I own but wont add to any here. One pattern you should pick up; I generally hate foundries but love who sells to them."
X Link 2025-11-28T05:11Z 15.9K followers, 11.1K engagements

"Fascinating. Yeah and the $SNPS + $ANSS (which I also owned prior to sale) from what I'm understanding they believe what comes next will be more need on 3D multi-layered chip design to pack in more transistors. I get why people like $CDNS because of analog growth but last time it was value-priced was April (and I bought more then). Just seems like around this $380-410 level $SNPS is the best deal and it's not really close. I also own $TXN your husband chose which is nice to hear because at least someone likes it. I certainly don't lately but I know over next [--] years will be fine."
X Link 2025-11-30T19:13Z 15.8K followers, [---] engagements

"Paymentus Holdings $PAY stock is one I haven't looked at in a long time - probably since they went public in [----]. Was reminded of them just now while paying my power bill as they are the processor. Anyone follow Or is X only obsessed with $FISV $FOUR $GPN I know they don't care about $JKHY because I think only me and @bobspaysubstack talk about that stock. The catch-22 of electricity in SoCal: AC is too expensive to use even with [--] owned solar panels. Now with winter upon us power bill is same as my summer bill w/o AC usage because there's less PV generation. Basically we just can't afford"
X Link 2025-12-02T20:05Z 15.9K followers, [----] engagements

"@Eselim13 Wrong. Many high quality names have retraced and even gone below April lows. I write about them all. $ODFL is one example. Many others but not going to list them all because you're being an ass"
X Link 2025-12-03T05:49Z 15.8K followers, [---] engagements

"A lot of talk on here about Circle $CRCL when $120-130s but now crickets when stock is $60s through $80s Capital light and USD coin is 2nd only to Tether who of course is still refusing audit by big [--] (promised last March). Projections of stablecoin market size by [----] range from $500B to $4T. Note that Circle USDC was initially built on Ether but has since expanded to others like Solana Arbitrum Base and its standalone Layer-1 blockchain called Arc. So we can't really spin this as Circle winning = $BMNR and $ETH winning. At today's share price might be looking at a 33x PE on [----] numbers and"
X Link 2025-12-03T16:21Z 15.9K followers, [----] engagements

"Yeah I saw that $229 print too. Was too busy with other stocks that moment. The bid/ask spread is crazy on a name like $CSW so often the lowest print isn't really reflective of substantial volume. Same with $WSO. Was just responding to another comment on that so still have the image in copy/paste. See the $323.05 print That was ONE transaction. The bid/ask was nearly $2 so my $324.24 was the low if you exclude that. For those doing non-round lets they can get even lower since orders are grouped for round lot. https://twitter.com/i/web/status/1996618689563820172"
X Link 2025-12-04T16:32Z 15.9K followers, [---] engagements

"I have never said Firefly Aerospace is the next Rocket Lab $RKLB. You can go through my posts on $FLY stock from pre IPO through present. You can see I hated it at $45 IPO price really hated it at $60. For specific reasons - see those posts. Then I told you I flipped to liking risk/reward after earnings about a month ago. It hit the appropriate enterprise value I discussed before IPO and new CEO who has been on the job about a year I liked what I was seeing especially their JV with Northrop Grumman $NOC. The stock was $19 pre earnings and popped to $23 in the following days. Then it got"
X Link 2025-12-11T18:49Z 15.9K followers, 30.4K engagements

"Don't snub Automatic Data Processing $ADP stock. It has over 2x the returns of S&P the last [--] years. However if you just know the chart there's no way you can know that. If you don't know your history all you know is that $42 share price in Dec [----] and $264 today sounds like an S&P laggard. Am I just talking the dividends Wait there's more. Spin-offs of CDK in [----] (acquired in 2022) and Broadridge Financial $BR in [----]. Add those values in and you get 1448% for $ADP + spinoffs vs. 660% for $SPY $VOO. [--] is also a dividend king now with [--] consecutive years of increases. I mentioned in Q3"
X Link 2025-12-12T06:26Z 15.9K followers, [----] engagements

"To say your life would cease to exist if $LIN and $APD didn't exist. that's not an exaggeration. Per Grok Linde and Air Products and Chemicals together have the following appx. global market shares for both the gas and liquid forms: - 50% for oxygen nitrogen and argon - 40-50% of hydrogen and helium - 60% for carbon dioxide These touch virtually all facets of manufacturing and industrials. Specific to semiconductor manufacturing their market shares are similar for many of those essential gases. See attached. The other company I incorporated in that data L'Air Liquide $AI.PA $AIQUY $AIQUF is a"
X Link 2025-12-12T12:40Z 15.9K followers, [----] engagements

"Zillow $Z $ZG selloff today feels quite similar to $BKNG selloff a couple weeks ago for same reason. That was short lived"
X Link 2025-12-15T16:36Z 15.8K followers, [----] engagements

"Keep in mind $WM $WCN $RSG $CWST will always have high earnings multiples because they're operating as rollup consolidators. They didn't always. People criticize EBITDA but it really does make sense with garbage companies. Forward was 12x when $WM was $194. Currently forward is 13.86x per @gurufocus . https://twitter.com/i/web/status/2000959414715736195 https://twitter.com/i/web/status/2000959414715736195"
X Link 2025-12-16T16:01Z 15.8K followers, [---] engagements

"This app is such shit for stock research. Why has X not bothered to fix such blatant spam The filters needed to do so are not SpaceX rocket science. No I'm not going to view top posts for $LOAR because then I'm looking at my own from months ago. Fix this shit @nikitabier"
X Link 2025-12-16T18:32Z 15.9K followers, [----] engagements

"@GHadjia Own $TDG but am most intrigued with $LOAR moving forward. TransDigm will be a highly levered dividend play more so at its current size. Loar on track to increase gross margins considerably and rather than pay dividends grow more"
X Link 2025-12-19T00:44Z 15.9K followers, [----] engagements

"Remember $1.4M of my $RKLB gains came from only a $72k investment in the stock. I was asked how/why young companies like Rocket Lab and more recently Firefly Aerospace $FLY end up in my portfolio and I cant emphasize enough; I DO NOT LIKE TO FORCE WEIGHTING. You are far too stupid to predict who will win consistently. I am too. Thats the point. All the fools who think they can: (1) Have only been investing a few years not decades. (2) Are confusing short-term luck and post Covid (and post GFC) conditions the two easiest eras of multiple expansion in our lifetimes. Even easier than dot com due"
X Link 2025-12-20T17:40Z 15.9K followers, 25.7K engagements

"Like I said you won't see people really start talking about Firefly Aerospace $FLY stock until it's much higher. How it often goes. Same with $RKLB. Why most have awful returns as they like to buy stocks after big moves up rather than before. Enjoyed that dip to swap my shares out even lower to $17.60. https://twitter.com/i/web/status/2003183349083566422 https://twitter.com/i/web/status/2003183349083566422"
X Link 2025-12-22T19:18Z 15.9K followers, [----] engagements

"People grasping at straws to connect various stocks to space industry. Its not $RKLB $FLY or $ASTS but Karman Holdings $KRMN is a helluva lot closer than some of these stocks people are peddling. Yet they dont know about it or at least dont talk about it. As mentioned a month ago so annoyed with having ugly share count of [--] from IPO I was at least looking to round $KRMN off to [---]. Which I did. Will I buy more here NOPE. https://twitter.com/i/web/status/2003214630395740411 https://twitter.com/i/web/status/2003214630395740411"
X Link 2025-12-22T21:22Z 15.9K followers, 12.4K engagements

"Yet another reason to hate Sprouts Farmers Market $SFM stock. Who puts propylene glycol a synthetic to absorb water and used for de-icing planes in their salad dressing Ill tell you who a grocery store out of touch with their target audience. Out of touch prices too"
X Link 2025-12-23T02:12Z 15.9K followers, [----] engagements

"Clearwater Analytics $CWAN to be acquired for $24.55 per share and I really hate this. Nothing sucks more than spending a couple dozen hours on a stock only to have it yanked from you for a few pennies a few months later. Permira Warburg got this for a steal. SCAM. As far as competitors I do own a lot of BlackRock $BLK (Aladdin) and some SS&C $SSNC (Advent) but $CWAN really had something special in term of growth potential next 5-10 years. It could have been a 5-bagger easily. https://twitter.com/i/web/status/2003353462424453393 https://twitter.com/i/web/status/2003353462424453393"
X Link 2025-12-23T06:34Z 15.8K followers, [----] engagements

"I'm considering selling the last of my VICI Properties $VICI stock but won't do so until next year. The 6.5% yield and low valuation may not be what they seem. As mentioned I sold vast majority this summer when I thought I'd have losses to offset the gains back when $UNH and friends were at their lows. These last [----] shares I get the valuation is cheapest it's been but I'd also argue business is worst it's been. With REITs or personally owned real estate I generally favor trophy assets. Those which are irreplaceable locations. Las Vegas Strip fits that bill. Despite the direness there right"
X Link 2025-12-23T17:02Z 15.9K followers, [----] engagements

"I know POET Technologies $POET has really been trending a few months now making list of WallStreetBets top [--] stocks for [----]. However a lot of people are glossing over the not-so-good. The core "POET" (Planar Opto-Electronic Technology) platform was invented by Dr. Geoffrey Taylor. He founded the tech in the early 2000s licensing it to Opel which rebranded to POET Technologies in [----]. He headed R&D until passing in [----]. Given those years keep in mind patent expirations With this IP $POET is developing an optical interposer platform designed to replace short-distance copper connections in"
X Link 2025-12-30T02:28Z 15.8K followers, 39.4K engagements

"Sorry sweetheart but no Impulse Space is not the next SpaceX as you said twice in your poorly veiled attempt to peddle your VC fund. Impulse Space is just a more legit Momentus $MNTS - building orbital transfer vehicles (space tugs) for last mile satellite delivery. $RKLB Rocket Lab as of today is most worthy of the next SpaceX title. https://twitter.com/i/web/status/2006163267597766946 https://twitter.com/i/web/status/2006163267597766946"
X Link 2025-12-31T00:39Z 15.9K followers, [----] engagements

"My thoughts on $ALAB have not changed. I think there is no way we can compare what $ANET vs. $CSCO offers to what $ALAB offers which is so far a one-trick pony with a lot of competition and their product is non-essential. Plenty of other ways to go. Arista Networks (or inferior Cisco) is absolutely essential. Most setups need one or the other. But I don't recall ever saying I would never want to own $ALAB. I believe I said I do not want to own it at the valuations it has traded at. For that #1-3 above explain my thought process for buying. https://twitter.com/i/web/status/2006451713411105025"
X Link 2025-12-31T19:45Z 15.9K followers, [---] engagements

"I know $HOOD has dipped from the October highs of $140s to $150s but still I'm much more interested in $ETOR. Would love more feedback from their users which are not really US. About 70% Europe. Also compare and contrast with Webull $BULL UI and offerings if you use both. eToro IPO was in May at $52 and today we sit at $35. Some attached financial stats from Gurufocus. https://twitter.com/i/web/status/2006533888852840587 https://twitter.com/i/web/status/2006533888852840587"
X Link 2026-01-01T01:12Z 15.9K followers, 11K engagements

"Been buying a little LandBridge $LB stock. Are you proud of me @LeoNelissen"
X Link 2026-01-02T21:25Z 15.9K followers, [----] engagements

"So whats the cure for the $CRWD $PANW $ZS $FTNT selloff lately We just need a good hack. Its been awhile since a major one made headlines. When it happens again these puppies will pop"
X Link 2026-01-03T02:14Z 15.9K followers, [----] engagements

"@Elarchy124 Selling high costs lots mostly. Buying $AZO and $CRDO"
X Link 2026-01-05T15:51Z 15.8K followers, [---] engagements

"Not for me but when looking at energy stocks selling off on thesis of supply glut from Venezuela among the biggest losers today $CNQ and $AR would be most interesting. if I were interested. Canadian Natural Resources would be for yield. It's in the S&P/TSX Canadian Dividend Aristocrats Index. https://twitter.com/i/web/status/2008207455671754755 https://twitter.com/i/web/status/2008207455671754755"
X Link 2026-01-05T16:02Z 15.9K followers, [----] engagements

"When I wrote this on Friday buying $200k of Amazon $AMZN stock at $226 (now $242) you can tell from the comments I got who has no sense of humor whatsoever. Basically telling me I'm emotionally unstable in my buying. Not realizing that even though I joke about everything I'm dead fucking serious and probably way more than they are. You don't have to be both detailed obsessed and dry. Buying $AMZN truly is an addiction for me. No matter how much I own it's never enough. I always want more. My appetite for Amazon is insatiable. You know I will never tell you how much I own so stop asking. The"
X Link 2026-01-06T18:22Z 15.8K followers, 19.1K engagements

"Samsara $IOT rocking today along with most SaaS stocks. Yes I know its software + hardware for Samsara which made the dip even more illogical. My friend in trucking SaaS just keeps saying how hard it is to compete against them. Samsara throws in for free things which competition is trying to sell as stand-alone. Since I was able to do so by keeping my average at $32.xx (barely) I now have a little more for [----]. https://twitter.com/i/web/status/2008953236833882161 https://twitter.com/i/web/status/2008953236833882161"
X Link 2026-01-07T17:25Z 15.9K followers, [----] engagements

"@nsdalal @itstimortimmy hell no on buying $WCN today Do you think I'm going to break my pretty $164.64 cost basis Need lower to ugly up a number like that"
X Link 2026-01-07T19:12Z 15.9K followers, [----] engagements

"House passes ACA subsidy renewal. Senate next. $UNH $CNC $MOH $OSCR"
X Link 2026-01-08T22:22Z 15.8K followers, 10.1K engagements

"I did buy the WD-40 Co $WDFC earnings drop but since I only got one buy in at the bottom too small of an amount so I sold for lunch money. This is $2.5B small cap gem no one follows and for those who do I see it's often misunderstood. Coincidentally Sunday night I bought some WD-40 white lithium lubricant at AutoZone $AZO another stock I told you I was buying in past days but not anymore as we're now $150 above low. The reason $WDFC is misunderstood: (1) Think of them as a fabless chip designer. They primarily outsource the manufacturing of finished products to 3rd parties. (2) Similar to how"
X Link 2026-01-09T15:59Z 15.9K followers, [----] engagements

"That is actually the main reason I did not want to buy $WDFC unless I got it all at that $170s level. I own $RPM and they are very comparable in many ways. Would rather own more $RPM than split between these two companies. I will always prefer weatherproofing emphasis in construction of which WD-40 of course is not. .and yes I never buy based on M&A potential but I was thinking that yesterday RPM really needs to buy WD-40. Thing is I just don't think they want to sell. As you probably know their earnings were pre-market while $WDFC was after close."
X Link 2026-01-09T16:41Z 15.9K followers, [---] engagements

"A lot of people talking about Firefly Aerospace $FLY stock lately. As I told you in November people won't really start talking about it until if/when $30s and $40s. $RKLB single-digits same thing. Only $20s and $30s then people love it. Why they miss out on the big money"
X Link 2026-01-09T16:44Z 15.9K followers, 10.4K engagements

"$CSL is perhaps my very favorite in space. Added more in $290s in November. I did add a little more $QXO in Nov but I will not chase. There will be a good time to buy someday. Im not saying at a lower share price necessarily but at a better valuation and cleaner business outlook after acquisition(s). https://twitter.com/i/web/status/2009671722946179188 https://twitter.com/i/web/status/2009671722946179188"
X Link 2026-01-09T17:00Z 15.9K followers, [----] engagements

"@aleabitoreddit Yes $AVAV is the legit and OG drone play. Regret not adding more during tariff tantrum. I know typical-sized drones get the attention but they have fascinating tech of opposite size. Most classified so you dont hear much about it"
X Link 2026-01-12T05:31Z 15.9K followers, [----] engagements

"@aleabitoreddit $AIRO too new for me but I do keep an eye on it. $AVAV a never sell. They will either keep growing or get acquired. Hard to not like it for long run. Have owned for [--] years now"
X Link 2026-01-12T06:19Z 15.9K followers, [----] engagements

"We've had a nice recovery in $CAVA and $CMG so I unloaded a bunch today. With both stocks as long as you scaled your buying on the way down you should be OK now even if you started early like I did. For example I started $CAVA adds in $60s and down to $40s. I had [---] at $47 but am only keeping [---] of those plus the [---] I have from [----] at $29. On $CMG I had sold highest cost lots for tax loss in December. Going into today I had [----] shares at $30. I sold [---] of those to give me enough gains to offset the loss I took on it last month. That way I can truly view these [----] as having a $30"
X Link 2026-01-12T18:54Z 15.8K followers, [----] engagements

"I know someone asked me about Sweetgreen $SG last week and I forgot to respond. Not yet. I will be unloading some but not right now I'm thinking not until mid $9s or higher. Maybe even $11. Despite the dire stories this stock got very cheap for what it was/is"
X Link 2026-01-12T19:35Z 15.8K followers, [----] engagements

"Well that was fast. Sold my highest cost $LB today at $52. These [---] at $44 from [--] days ago are keepers. $TPL needs a bigger dip but being large cap in S&P harder to shake that tree. @Guemesbuilder @LeoNelissen I had added [---] $LB at $44.55 yesterday. Not the intraday bottom though. Unloaded [---] higher cost today in green. Still have [---] underwater. Will likely just keep those lowest cost [---]. @Guemesbuilder @LeoNelissen I had added [---] $LB at $44.55 yesterday. Not the intraday bottom though. Unloaded [---] higher cost today in green. Still have [---] underwater. Will likely just keep those"
X Link 2026-01-12T21:20Z 15.9K followers, [----] engagements

"I talked about buying more AutoZone $AZO last week but for now that buying window is over for me. Back at $3500. $ORLY didnt quite get low enough for an add. They trade together. On to the next stock dip"
X Link 2026-01-12T23:00Z 15.9K followers, [----] engagements

"@potentate $MA better growth but $V interesting here to me for sure. I added on $SPGI $MCO and other high quality financials during April low last year - not $V $MA - so am now adding on these"
X Link 2026-01-13T22:39Z 15.9K followers, [---] engagements

"Personally my cut-off was around $3400 on $AZO. Some drawbacks to consider which I've talked about and everyone says I'm wrong. Which is fine I hope I am since I own the stock. (1) Online is real threat. People think AutoZone caters to repair guys who need part same-day. What they may not realize is with countless vehicle models and parts many/most are not stocked locally. The store has to order them. Actually I wrote about a week ago going there to buy some lubricants. Customer in front of me had to do just that - wait a couple days for part he needed. (2) For non-automotive parts such as"
X Link 2026-01-13T22:51Z 15.9K followers, [---] engagements

"Samsara $IOT vs. Motive Technologies $MTVE IPO With a little censoring and cropping my friend in trucking SaaS has gave me permission to share these texts with you"
X Link 2026-01-13T23:07Z 15.9K followers, [----] engagements

"Canadian domiciled garbage stocks $WCN $GFL $SES.TO $SECYF experiencing much greater weakness past few days than US $WM $RSG $CWST $CLH. Casella is the strong outlier. As mentioned multiple times last year $GFL never got cheap enough for me to add more. It finally did. Remember last year GFL sold their Environmental Services division (soil remediation liquid waste etc.) for $8B CAD to Apollo and BC Partners. $GFL retains a 44% stake. Keep this in mind when looking at year over year numbers. Charts from Gurufocus. https://twitter.com/i/web/status/2011465261145264248"
X Link 2026-01-14T15:47Z 15.9K followers, 12.2K engagements

"@qcapital2020 Best on list $CWAN is only up because pending buyout. I waited until [----] to sell mine for taxes. Sad that the best are that category rather than organic performance"
X Link 2026-01-15T05:41Z 15.8K followers, [----] engagements

"@aleabitoreddit @matthew_sigel I have bought this year too but one concern I have: almost all feedback I get on $ETOR is negative. Every person who has left me feedback wants to leave. However due to excessive fees to transfer out theyre just letting accounts sit dormant and buying stocks at other broker"
X Link 2026-01-15T16:22Z 15.9K followers, [----] engagements

"No interest in adding to Trimble $TRMB here because long term (20+ years) it's not enough of a winner relative to S&P (greater volatility for not really greater return). That said it's in $IGV so being taken down with software stocks. Similar to how Samsara $IOT is software + hardware $TRMB is too and being so focused on geospatial very relevant to hot themes like defense and space tech. Really not seeing why Trimble stock should sell off due to Claude Code. I marked on the chart where I bought in [----] and would be interested in adding at a greater discount just not here. Maybe low $60s."
X Link 2026-01-16T19:48Z 15.9K followers, [----] engagements

"@MRatable Agreed. Which do you feel have lowest AI risk and why"
X Link 2026-01-16T22:37Z 15.8K followers, [----] engagements

"@buccocapital Do you really like $TTAN I dont but open to being convinced Im wrong"
X Link 2026-01-16T22:42Z 15.9K followers, [----] engagements

"$GWRE is great and I would add to it here except so much on sale I havent yet. Need it lower to average up from Dec [----] buy as long as others I dont own enough of are the valuations they are. In isolation I would definitely add to it here. $VRSK related and like it here but dont need more. What others https://twitter.com/i/web/status/2012411941130821906 https://twitter.com/i/web/status/2012411941130821906"
X Link 2026-01-17T06:29Z 15.9K followers, [---] engagements

"Serious question. Ive been on X exactly one year and during first several months I remember $HIMS and $PYPL seemed to be the fintwit favorites. What would you say the current favorites are Looking to a compile a list of stocks to avoid at least for now"
X Link 2026-01-17T18:02Z 15.8K followers, [----] engagements

"This is what I don't like about $TTAN: (1) The people behind it. (2) Somewhat recent IPO. Went public at strong time about [--] year ago and price is same arguably worse after accounting for dilution since. (3) For HVAC and similar trade exposure so many great sales on companies like $WSO $LII $CSW or even $HD and $POOL in Q4 I wrote about. Almost no one was interested. Posts got no likes. Not sexy. Stocks all up. Going up on the supply chain (vs. labor) seems like a safer risk/reward than ServiceTitan at current valuation. (4) Inherently they cater their software to small independent businesses"
X Link 2026-01-17T19:46Z 15.9K followers, [---] engagements

"Thanks. Maybe time to loop in @SixSigmaCapital and @WinnerInvestor to see if they have any insight to share on Visage [--] vs. GE HealthCare $GEHC Philips Healthcare $PHG and Fujifilm $FUJIY. I know it's superior. Question is current market share vs. realistic share of TAM it might capture and when. https://twitter.com/i/web/status/2013023118349254870 https://twitter.com/i/web/status/2013023118349254870"
X Link 2026-01-18T22:58Z 15.9K followers, [---] engagements

"@StockTrades_CA Ok but if you want muni and fed gov exposure $TYL much is very concentrated. $CSU govt exposure I havent been able to derive percentage but its small"
X Link 2026-01-19T22:29Z 15.8K followers, [----] engagements

"@Inves2grow @MoneyBollas @1amInvesting @SixSigmaCapital @WTCM3 During my workout today I was actually going back and forth with Grok between sets related to $VRSK and $IGV constituents (Verisk not in it). Kept providing data to Grok for review. Amused to see it cite @CedarStResearch here"
X Link 2026-01-19T23:20Z 15.9K followers, [---] engagements

"You should. $UBER has zero customer service. One time I scheduled a ride the night before to airport. This was from Long Beach and despite being scheduled [--] hours ahead of time dispatched driver from Rancho Cucamonga. About [--] hours away at rush hour traffic. Pickup time would have been [--] mins later than what I requested night before. I cancelled. They charged me. They would not refund. Could never reach person. Enshittification and done earlier than that of $AMZN $GOOG etc. https://twitter.com/i/web/status/2013472504250278072 https://twitter.com/i/web/status/2013472504250278072"
X Link 2026-01-20T04:43Z 15.8K followers, [----] engagements

"The #1 reason I didn't buy $APP in [----] was because I hated the name. Still really hate it but also hate the AppLovin short reports/allegations which seem to pop up every couple months. The latest: "AppLovin serves as the ultimate exit for asset laundering/diversion by transnational criminal kingpins the authors wrote alleging that the growth of its advertising business comes in part from illicit cryptocurrency funds routed through its platform." My guess is that "in part" could be said for so many businesses right So I bought at $516 just now."
X Link 2026-01-22T16:03Z 15.8K followers, 16.9K engagements

"Never fails to amaze me all the shitcos people gravitate to for a given theme while ignoring the best. Drones Ondas $ONDS Airo Group $AIRO UAVs and UUVs (Unmanned Underwater Vehicles) Kraken Robotics $KRKNF One Stop Systems $OSS Too many aerospace and space stocks to list. No I'm not saying the above are the best. I'm saying they are the worst in terms of risk/reward at valuation and their tiny market caps which can easily be manipulated. Couple decent spec stocks in there but why chase hype after all the idiots on here have already done so. You are their exit liquidity. Safer to wait for a"
X Link 2026-01-22T19:23Z 15.9K followers, 17.5K engagements

"@patienceisking $TDY very similar to $TDG in that way"
X Link 2026-01-22T20:38Z 15.9K followers, [---] engagements

"@anni_sen Even during their Covid heyday Ive been quite bearish on $WIX. Similar but milder thoughts on $GDDY. Not that Wix stock cant work from here but its a bad business so I dont want to own it regardless of how low the valuation gets. Because its not buy and hold worthy"
X Link 2026-01-23T00:30Z 15.9K followers, [---] engagements

"@Tim19662078 $TDY youre asking Ive written about it before probably $100 cheaper but no one cares"
X Link 2026-01-23T01:01Z 15.9K followers, [---] engagements

"$NOW no longer negative. Now lets really rebound"
X Link 2026-01-23T15:40Z 15.9K followers, 31.1K engagements

"@bobspaysubstack Yeah I think $PCTY is most likely takeout candidate even though EV is almost identical $PAYC. I say this because of target demographic of Paylocity is less likely to cannibalize with the right acquirer"
X Link 2026-01-23T16:18Z 15.9K followers, [---] engagements

"Speaking of garbage stocks today the fellow Canadian friend of $WCN which is $GFL is up about 9% since I told you a few days ago I was adding for the first time in [--] years. I now see not a single comment on that post. Interesting. GFL is in same camp as $LIN I wrote about yesterday. Very few interested in it last month yet an easy relatively low risk +15% since. So much alpha out there but people would rather chase and be left bagholding seemingly sexy shitcos. If I write about my $RKLB I will get [---] comments and likes but when I write about all the stocks which have made me rich with much"
X Link 2026-01-23T18:29Z 15.9K followers, [----] engagements

"Did you listen to your President and buy $BAH stock because they were major White House Ballroom donor Want my bull case for $BAH Simple. Its a pay-to-play admin and theyre paying for the new White House Ballroom. $AMZN is too. Maybe thats why we havent heard The Amazon Post comments from Trump lately. https://t.co/9vLEbmWdBe Want my bull case for $BAH Simple. Its a pay-to-play admin and theyre paying for the new White House Ballroom. $AMZN is too. Maybe thats why we havent heard The Amazon Post comments from Trump lately. https://t.co/9vLEbmWdBe"
X Link 2026-01-23T20:35Z 15.9K followers, 10.4K engagements

"@VanquishTrader Nice infographic. Dont forget maintenance providers like Quanta Services $PWR and contractors/engineers used for power plants and transmission line construction like MasTec $MTZ. Pretty sure Quanta will be busy in the coming days"
X Link 2026-01-24T16:50Z 15.8K followers, [----] engagements

"@DurableCreators No one talks about $MKTX anymore. I stand by everything I've said about it"
X Link 2026-01-24T18:36Z 15.9K followers, [---] engagements

"If I were @Benioff I would: [--]. Immediately rename Salesforce as Agentforce. [--]. Ticker $CRM can stay. Nostalgia is OK think Broadcom keeping $AVGO. [--]. Rebrand the hell out of it being all about AI agents. Perception is everything"
X Link 2026-01-25T00:39Z 15.8K followers, 13.2K engagements

"The only ICE I like lately"
X Link 2026-01-25T15:37Z 15.9K followers, 19.1K engagements

"I did talk about $ICE late last year as I was adding. Intercontinental Exchange is still founder-led by Jeffrey Sprecher. Every time you trade an NYSE-listed stock theyre getting a cut. If you buy low they have a decent and growing dividend yield for a financial growth stock. They now have a minority stake in Polymarket and remember you want to own the casino and not play in it. https://twitter.com/i/web/status/2015460689381564857 https://twitter.com/i/web/status/2015460689381564857"
X Link 2026-01-25T16:24Z 15.9K followers, [----] engagements

"Investment thesis for $ZTS stock: Must search far and wide to find veterinarian prescription promos for Apoquel. This discount is NOT from Zoetis but rather the retailer for any $100 Rx purchase. Whether it's Allivet $CHWY or anywhere else I have not seen promo pricing on this blockbuster drug for a few months now. When everyone is paying full price that's a good sign for sales and therefore shareholders. https://twitter.com/i/web/status/2015502469212893631 https://twitter.com/i/web/status/2015502469212893631"
X Link 2026-01-25T19:10Z 15.9K followers, [----] engagements

"Tip: Whenever you want to see something behind a paywall just ask Grok to find answer from another source. I disagree with $FTNT being top short by $JPM but whatever"
X Link 2026-01-26T01:48Z 15.9K followers, [----] engagements

"I did a deep dive on SkyWater Technology $SKYT in [----] including an hour-long interview with CEO which I since cannot find. A type of small cap requiring too much babysitting for me but the appeal was always radiation-hardened (rad-hard) chip foundry for defense and space. A very unique niche no one else really filled domestically. Now $IONQ is buying them. This and Oxford Ionics are the two most legit acquisitions they've made to date and in my opinion both are better than their core biz. Oxford brings a trapped ion approach which makes use of standard semiconductors. The main reason I would"
X Link 2026-01-26T16:10Z 15.8K followers, [----] engagements

"This is the $ZTS Zoetis Apoquel dosing in US as to how they prescribe pills. As you can quickly calculate it's a huge scam because [--] dose often is 1/2 of one pill 1/2 of another and all dosages are identical in price. Around $3 USD each. I underdose mine with 1/2 of a [--] mg and only do it in short stints. Not a fan of inhibiting JAK-1 and [---] except for extremely severe diseases. Side effects of cancer are possible when suppressed. https://twitter.com/i/web/status/2015822735633711406 https://twitter.com/i/web/status/2015822735633711406"
X Link 2026-01-26T16:22Z 15.8K followers, [---] engagements

"Guess who's back to buying Constellation Software $CSU $CSU.TO $CNSWF stock Added $102k USD today which is [--] shares. Despite the many negatives I've raised about their low quality software years before AI the management and corporate culture has always been the investment thesis for me. That's the reason I'm adding. It's not for the lower quality software some of which is easier than ever to ripoff in the age of AI coding. The narrative going around about $CSU on X as I've said before is highly misunderstood because it's a lot of finance guys who are not entrepreneurs. They're only thinking"
X Link 2026-01-26T17:04Z 15.9K followers, 17.6K engagements

"The losing themes today: [--]. Space sucks as seen by top [--] biggest losers $RDW $FLY $RKLB. [--]. $CRWV + $NVDA sucking air out of room for little guys like $CLSK $IREN. Anything else Sick of hearing about $INTC so don't say that one"
X Link 2026-01-26T20:14Z 15.9K followers, 11.3K engagements

"Should you add to $UNH Really wish people would stop asking me that as I will not give financial advice nor should anyone on here be doing so. All of my 2k shares are cost basis in mid to high $200s. Adding at same cost during the same buying period you know that's not what I generally do. Yeah [--] months ago vs. today = same buying period when you've invested in managed care stocks for many years. As reiterated yesterday pre-earnings I already have the share count I want. I try to avoid the temptation of forcing concentration. I try and let higher weightings happen organically via their"
X Link 2026-01-27T16:18Z 15.8K followers, 27.5K engagements

"@jetss2024 Yes"
X Link 2026-01-27T16:29Z 15.8K followers, [---] engagements

"How many people on here even talk about Manhattan Associates $MANH stock Dozens maybe If you do I'd like to hear from you. Earnings were after close today. I will refrain from saying they are good or bad because really 80% of movement lately is dictated by software sentiment so who cares about revenue and EPS. Since I can do so on some with minimal gains seriously considering exiting a few REITs such as $SBA and $AMT and plowing that into software like $MANH. While both sectors are in shitter looking [--] years out which will do best https://twitter.com/i/web/status/2016300972595937360"
X Link 2026-01-28T00:03Z 15.9K followers, [----] engagements

"@compound248 After what they blew on could have just bought $Z $ZG. Glad Third Point now involved. $CSGP needs to be disciplined. http://Homes.com http://Homes.com"
X Link 2026-01-28T02:02Z 15.9K followers, [----] engagements

"I knew something drastic was up when $AMZN started closing the Amazon Fresh stores in Orange County late last year. Because some were among the very first locations. They always had QR coupons to scan for $10 off $50+ and similar. Plus up until last summer such deals were per transaction and not per day. You could use them unlimited times. So if you had $200 of groceries Just break it up into [--] transactions which is exactly what I would do. Anything and everything they had which I needed I would buy there because of that. Including the many Whole Foods [---] items they would carry like their"
X Link 2026-01-28T03:27Z 15.8K followers, [----] engagements

"What the hell is going on with $AXON last hour Finding no headlines and RH AI digest says nothing"
X Link 2026-01-28T17:10Z 15.9K followers, 42.6K engagements

"That is true but both $CVLT and $RBRK susceptible to alternatives. Been buying 300-500 Rubrik for I don't know how long then selling the high cost lot when it goes green the next day. Can't do same day says since $HOOD doesn't offer same day lot specification ability like a lot of other brokers do. Sold my $63s this morning. This is what I'm sitting on: https://twitter.com/i/web/status/2016585570785571026 https://twitter.com/i/web/status/2016585570785571026"
X Link 2026-01-28T18:54Z 15.9K followers, [---] engagements

"It's hard not to contemplate this [----] post from time to time when you see Bitcoin price. $IBIT $FBTC $BTC $COIN"
X Link 2026-01-28T19:10Z 15.9K followers, 14.6K engagements

"$NOW earnings pop Whoever bought these from me dont worry I think it will work out regardless"
X Link 2026-01-28T21:23Z 15.8K followers, 50.1K engagements

"I cut my hand pretty bad. No not from catching the falling knives of SaaS stocks (but that too). Rather I cut my fingertip pretty bad chopping some stir fry last night. Always must cook two versions - his and hers - extreme spice and no spice. Ghost peppers galore = almost enough flavor. With finger not going to post much as long as I cant type on a real keyboard. Phone keyboard takes too long. Everything software on sale so hard to pinpoint favorites. I am buying across the board. $MSFT $AXON $PANW $CNSWF $CSU $CRWD $INTU $NOW $NET $RBRK $CRCL $COIN (remember their USDC cut from Circle) too"
X Link 2026-01-29T19:52Z 15.9K followers, [----] engagements

"@jrichlive Software today feels like chips last April"
X Link 2026-01-30T00:13Z 15.8K followers, [----] engagements

"@contextinvestor I havent been in $SDGR for maybe [--] years. Feels similar to $PATH and $SLP in that AI competition everywhere. I would not want to go against Isomorphic Labs and similar. Though I havent looked into them in a long time. Do they have active royalties yet"
X Link 2026-01-30T00:29Z 15.9K followers, [---] engagements

"@StockzOnTap Im preferring $TYL here over $GWRE. Different but similar in many ways"
X Link 2026-01-30T01:36Z 15.9K followers, [----] engagements

"This has been all over local news: $GOOG $GOOGL Waymo struck child near elementary school. Sensationalized headline. Child "suddenly entered the roadway" from behind an SUV and right in front of the self-driving car's path. Waymo "braked hard" and slowed from [--] to [--] MPH before hitting child. Waymo says that's faster than a human driver would have been able to brake. It sounds like this was an unavoidable incident and handled better than a human would have done. Child struck by Waymo near elementary school in Santa Monica https://t.co/aOTIkSe15o Child struck by Waymo near elementary school in"
X Link 2026-01-30T06:05Z 15.8K followers, 12.7K engagements

"@DDBlakeFischer I considered buying $URI morning but its up about $10. Was looking to add more in $760s"
X Link 2026-01-30T15:43Z 15.9K followers, [---] engagements

"$BTC $IBIT $FBTC $MSTR How much of Bitcoin selloff is correlation with risk-assets vs. rising concerns regarding quantum threat Even with hard fork I have yet to hear a good solution for dormant wallets like Satoshi's or "harvest now decrypt later" hacks"
X Link 2026-01-30T15:54Z 15.9K followers, [----] engagements

"@DougCatsby I have not been sold on $QLYS. Old company and small which seems to be an obstacle in gaining market share vs. large peers for what they do. Though feel free to convince me Im wrong"
X Link 2026-01-30T16:58Z 15.9K followers, [---] engagements

"@Proud_plants @jrichlive Isnt $BMBL an ugly chart Not for me. I always hated Bumble IPO onward. Too hard category for me at least"
X Link 2026-01-30T17:05Z 15.8K followers, [---] engagements

"@SleepwellCap Dont care I sleep well owning $UMG $UMG.AS $UMGNF stock. $WMG too but its catalog is lower quality. $SPOT can be displaced or suffer major multiple compression but the music copyright owners win regardless of where its streamed from"
X Link 2026-01-30T17:29Z 15.9K followers, [---] engagements

"@European_DGI $ADP this week. No interest in $PAYX as I dont want higher dividends. $WKL.AS $WKL a no while $INTU is where it is. Obviously I say this as an American and therefore favor USD-based biz to minimize forex risks. Your answer may vary"
X Link 2026-01-30T23:08Z 15.9K followers, [----] engagements

"@VulcanMK5 @European_DGI Yeah $PAYX is lower quality. Ive done some posts comparing their long term returns"
X Link 2026-01-30T23:13Z 15.8K followers, [---] engagements

"@VulcanMK5 @European_DGI I think of $PAYX similar to a high quality REIT. You are choosing income over better total return and may lag market long term even if dividends were reinvested tax-free. Nothing wrong with that depending on your circumstances and goals"
X Link 2026-01-30T23:17Z 15.8K followers, [---] engagements

"@davey_juice $CRWD and $PANW tanking daily in morning with $IGV but then people pick through and bid them up while non-security SaaS stays down. The 2nd tier cyber stocks trading in-between. $RBRK lumped in with non-security and that is partially justified"
X Link 2026-01-31T00:19Z 15.8K followers, [----] engagements

"@Lee_Lichterman Similar to $AMZN if you valued $AXON on PE you missed the whole ride. You look at gross profits first chart. 2nd chart is PE and good luck finding entry at rational sounding earnings multiple if that is what you relied for it"
X Link 2026-01-31T15:38Z 15.8K followers, [----] engagements

"@samsolid57 We need to get out of Axon NOW And while were at it dump $NOW now. All going to zero next quarter"
X Link 2026-01-31T17:16Z 15.8K followers, [----] engagements

"@Ashton_1nvests If you see nobody talking about it refine your feed. Lots on here have been talking about $NOW for a while now"
X Link 2026-02-01T19:49Z 15.8K followers, [----] engagements

"Have mentioned before how AmEx and Chase offers are a good way to see who is desperate for sales. Some like $INTU TurboTax are always there there at this time of year so those are meaningless unless discounts are unusually generous (and they're not). On other hand $WBD is basically giving free CNN sub and heavily discounted HBO Max. Even though the former is free the hassle of cancelling later isn't worth it to me. Why $T fought so hard for it and to consider the political baggage it will bring for $NFLX I continue to not understand the potential ROI on Warner deal. No superhero IP is not"
X Link 2026-02-01T22:40Z 15.9K followers, [----] engagements

"You know I havent looked at Ether prices today though Im excited to say I plan on booking a 350% gain on my $BMNR tomorrow since its February"
X Link 2026-02-01T23:31Z 15.8K followers, 19.9K engagements

"I really hate doing this because its a 765% short-term gain but I just liquidated $SOXL. Will explain later"
X Link 2026-02-02T18:34Z 15.9K followers, 55.1K engagements

"$TSLA geese are people too. $RMBS earnings call Im listening to as you can see so stop asking"
X Link 2026-02-03T01:56Z 15.9K followers, [----] engagements

"By paying an inflated valuation on xAI Musk gets a greater percentage of SpaceX than prior. Musk owned a higher % of xAI than SpaceX. Valuing xAI at $250B today is a joke. That's half the valuation of OpenAI at $500B. Anthropic is $350B. Hey I hate ChatGPT but fact is it has a 65-68% market share vs. only 3% for xAI. I know Grok seems omnipresent to us but those outside of X don't really use it. Normies don't even know what it is when I bring it up. ChatGPT your grandma knows. xAI is not worth 1/2 of that. Would I have considered investing in xAI Sure but not at this valuation relative to"
X Link 2026-02-03T05:30Z 15.9K followers, 18.4K engagements

"So much for a turnaround Tuesday"
X Link 2026-02-03T21:14Z 15.8K followers, [----] engagements

"$IGV $CRWD $PANW $FTNT $ZS $OKTA From my experience devs are some of the sloppiest when it comes to coding and security. Because they think their hidden language is something the suits can't decipher so long as what they make works and looks good superficially. So of course devs think Claude Code is perfect because they're not thinking of the other side; security. In my 6-years of founding and running a credit business which was sold to a public company not once did I sustain a cyberattack due to compromised credentials. The paranoia I employed to accomplish that my devs couldn't even"
X Link 2026-02-04T00:04Z 15.9K followers, 26.8K engagements

"For those buying $ZM and $SKM to get exposure to Anthropic if you assume the $350B valuation these stocks nor others are great options. Even if you assumed double - $700B valuation - that would still be less than 1/4 of SK Telecom which is the stodgy $T $VZ of South Korea. Already having run 40% YTD for this specific reason $SKM is already discovered. I would not want to be left holding $SKM bag if hype around it dies down and keep in mind that can happen even if Anthropic continues its trajectory. When I asked Claude Sonnet [---] this same question the answer was ironically quite awful and"
X Link 2026-02-04T05:14Z 15.9K followers, [----] engagements

".and $AMZN ownership is wrong. I know. Focusing here on Zoom vs. SK Telecom"
X Link 2026-02-04T05:23Z 15.8K followers, [----] engagements

"At least one high beta stock is behaving YTD: $RKLB"
X Link 2026-02-04T06:13Z 15.8K followers, [----] engagements

"Selling puts is not free money Always get asked why I don't sell puts and my answer is always the same. When things dump they really dump and can do so far beyond what you thought. $IGV and even its highest weightings like $MSFT $NOW $APP are examples. On January 2nd if you would have sold $430 strike on Microsoft you would have gotten pennies in exchange for taking that risk. Yesterday $MSFT was under $409. You're better off buying during dumps rather than collecting pennies for a downward move you didn't think would happen which does and then it ties up your buying power due to that"
X Link 2026-02-04T16:39Z 15.9K followers, 12.3K engagements

"@DerrestWilliams $CRDO everyone thinks copper and AECs going away. I say not so fast"
X Link 2026-02-04T21:40Z 15.9K followers, [---] engagements

"Will $GOOG $GOOGL earnings + crazy CapEx = Terrific or Treacherous Thursday"
X Link 2026-02-04T22:18Z 15.9K followers, [----] engagements

"Seems like a year ago but just one week ago today you could have sold $NOW earnings pop at $140 as I did for some higher cost lots while I was at the gym. Today we were $105-110. $170s as recently as December which is not ATHs. Not even close. That would be $200s. So we are basically a half-off sale. Those waiting for lower lows maybe you get them but maybe you dont. From my experience investing since dot com some bears chronically claim lower lows are ahead and say theyre waiting. They usually sound smart. However theyre also usually poor (relatively speaking) and still slave away at some"
X Link 2026-02-05T02:13Z 15.9K followers, 24.6K engagements

"Not disagreeing with you as potential trade but I just really hate chemicals for buy and hold if you're talking those dealing commodities. Excluding say $SHW which is categorized as specialty chemicals but it's really a paint supplier. I've been doing this long enough to see chemicals trade sideways for decade+ and subpar returns over multiple decades. I did own $EMN a long time close to a decade. Also categorized under specialty chemicals and one of the best performing yet even that was crap return. Only certain specialty chemicals will I do like $SHW and $RPM. Are you thinking the likes of"
X Link 2026-02-05T06:02Z 15.9K followers, [----] engagements

"@amitisinvesting Especially $ADP on that list"
X Link 2026-02-05T18:50Z 15.9K followers, [----] engagements

"This will make @amitisinvesting proud. I've pretty much ceased transacting in Robinhood as the inability to specify same-day lots for sale is unacceptable during this type of volatility. Assuming I keep these I'll DWAC these and a bunch of other buys to my $HOOD account later on once things calm down so like for like are in same place. That's where I have my $PLTR. https://twitter.com/i/web/status/2019506792653550043 https://twitter.com/i/web/status/2019506792653550043"
X Link 2026-02-05T20:21Z 15.9K followers, 32.7K engagements

"At this point probably best for you to avoid financial news - especially X - for the rest of the day. Nothing positive from ruminating on all the doom and gloom. No one really knows what happens next for anything"
X Link 2026-02-05T22:53Z 15.8K followers, [----] engagements

"I didnt think today could get any worse and then it did. Spam from AOC. My personal email has never been on file with any political party/org in my life (I despise all). I dont even use it for shopping or bills. Other emails for that. Yet I get this to ruin my day further https://twitter.com/i/web/status/2019554114146037824 https://twitter.com/i/web/status/2019554114146037824"
X Link 2026-02-05T23:29Z 15.8K followers, [----] engagements

"Bitcoin $BTC bounce at exactly $60k. $60014 to be exact. Lets see what happens next"
X Link 2026-02-06T01:36Z 15.8K followers, [----] engagements

"@DougCatsby I never owned but was always interested in operational efficiency of $DOCS. Then OpenEvidence launched. No touch for me"
X Link 2026-02-06T01:45Z 15.8K followers, [---] engagements

"@BondKingJanusH1 Forward is very similar to [----] low. Of course everyone brings up SBC now not realizing Rick Smith has comp package similar to Elons. Crazy generous but crazy targets. Those who dont follow $AXON seem to be oblivious to this on here"
X Link 2026-02-06T01:49Z 15.9K followers, [---] engagements

"@brent_e_trader Never sell $AMZN unless it's a swap on lower cost shares"
X Link 2026-02-06T16:05Z 15.8K followers, [----] engagements

"Yes I started buying $ORCL in the $180s and was able to cycle shares successfully until that floor fell out last week. Had [---] shares from $160s-$171 when that happened. Then we had the refi pop I didn't like developments at all but shares surged so I sold all in green. I don't do wash sales so I always need to sell in green if there's chance I may buy more [--] days. Last night I did buy [---] $ORCL yesterday but that's it. Higher conviction less risky stocks better deals right now. That said if we get to $120s will probably add [---] more. https://twitter.com/i/web/status/2019808810207228297"
X Link 2026-02-06T16:22Z 15.8K followers, [---] engagements

"@saylor @AtlasHodld Just stop it @saylor. I'm not even joking when I say 50% of the hate for $MSTR lately is directly related to these cringe images. Not the $BTC plunge if you can believe it. Stop those and you will automatically be 50% less hated for real"
X Link 2026-02-06T16:24Z 15.8K followers, [----] engagements

"@caretak8r Yeah just not worth waiting [--] months [--] years whatever it is if you're deploying capital elsewhere right now. Though someday we will likely regret selling $MOH $CNC"
X Link 2026-02-06T16:50Z 15.9K followers, [---] engagements

"@fintegrate Founded almost [--] years ago yet still cant generate profit after SBC. $TEAM is a good one to let go just so many better options right now"
X Link 2026-02-06T17:00Z 15.9K followers, [----] engagements

"Not a trader but $BILL move today is short covering and since I only got one little buy in its going bye-bye"
X Link 2026-02-06T18:27Z 15.9K followers, [----] engagements

"@aleabitoreddit I doubled-down yesterday on $ETOR. Other half is $30-35. One concern is negative reviews from everyone Im sought opinions from regarding newer fee structures. Many have abandoned new purchases on them because of it and are doing new buys at other brokers"
X Link 2026-02-06T18:41Z 15.9K followers, [----] engagements

"@TryHarderInvest @aleabitoreddit Have not doubled-down on $BULL shit yet"
X Link 2026-02-06T19:12Z 15.9K followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing