@Sleepysolcap Avatar @Sleepysolcap Sleepysol

Sleepysol posts on X about ai, $sols, stocks, the first 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 34.68% finance 26.61% technology brands 15.32% countries 5.65% social networks 2.42% fashion brands 1.61% musicians 0.81% financial services 0.81% celebrities 0.81% exchanges 0.81%

Social topic influence ai 10.48%, $sols 6.45%, stocks 4.84%, the first 4.03%, in the 4.03%, $has 4.03%, $googl 4.03%, if you 4.03%, deflation #34, this is 3.23%

Top accounts mentioned or mentioned by @pegasusfund @investornick @investor_nick_ @taobanker @jnconkle @shortbusace @astridwilde1 @shortbus_ace @kingkang80 @based16z @necrocapital @jjnews002 @consensusgurus @joinyellowbrick @eigenrobot @gobirds555 @treasurybill @purpledrinkllc @dampedspring @rickpalaciosjr

Top assets mentioned SOLLENSYS CORP (SOLS) Hasbro, Inc. (HAS) Alphabet Inc Class A (GOOGL) Unity Software Inc. (U) Reddit, Inc. (RDDT) DuPont de Nemours Inc (DD) CH Robinson Worldwide Inc (CHRW) Vail Resorts, Inc. (MTN) Intel Corporation (INTC) Netflix Inc (NFLX) Dow Inc (DOW) Constellation Energy Corp (CEG) Casey's General Stores, Inc. (CASY) Crocs, Inc. (CROX) Landstar System Inc (LSTR) Snap, Inc. (SNAP) Capital One Financial Corp. (COF) Knight-Swift Transportation Holdings, Inc. (KNX) AppLovin Corporation (APP) Uber Technologies, Inc. (UBER) Electronic Arts Inc. (EA) Rubrik, Inc. (RBRK) TripAdvisor, Inc. (TRIP)

Top Social Posts

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

"New by me on the sleepystack [--] month later an update on Trump [---] year one. With discussion on inflation deflation and the TCJA [---]. Check it out. New by me on the sleepystack and sleepytube. What I think the first year of Trump looks like and why I think the consensus is wrong. Link to stack is in the next X. https://t.co/PJZ6MRxvnE New by me on the sleepystack and sleepytube. What I think the first year of Trump looks like and why I think the consensus is wrong. Link to stack is in the next X. https://t.co/PJZ6MRxvnE"
X Link 2025-05-15T02:26Z [----] followers, 59.3K engagements

"Chinese housewives are special. Just going right to futures accounts all gas no breaks"
X Link 2026-02-02T15:08Z [----] followers, 441.5K engagements

"New by me lets look at a consumer staple with impressive growth $casy"
X Link 2026-02-10T13:16Z [----] followers, [---] engagements

"$crox always has these insane moves every few months and then I check on the stock and its always trading at the same price"
X Link 2026-02-12T13:49Z [----] followers, [----] engagements

"The sell is coming for trucking"
X Link 2026-02-12T15:36Z [----] followers, [----] engagements

"Congrats to all $chrw and $lstr buyers yesterday"
X Link 2026-02-13T14:33Z [----] followers, [----] engagements

"New on the stack and YT. Everyone's talking about AI its time to talk deflation"
X Link 2026-02-14T16:12Z [----] followers, [----] engagements

"Every quarter I consider shorting $snap because it always drops and every quarter I decide against it because I think to myself it can't drop 20% every quarter right"
X Link 2024-02-06T21:11Z [----] followers, [----] engagements

"Its amazing how softbank is always early to these trends. SoftBank is building up stakes in Nvidia and TSMC the latest reflection of Masayoshi Sons focus on the tools and hardware underpinning artificial intelligence. https://t.co/2qnG4Sba3t SoftBank is building up stakes in Nvidia and TSMC the latest reflection of Masayoshi Sons focus on the tools and hardware underpinning artificial intelligence. https://t.co/2qnG4Sba3t"
X Link 2025-08-05T13:21Z [----] followers, [----] engagements

"With the death of the ski bum comes the death of the snow bunny as they follow the bums for the party and good times. With the death of the bunny goes the death of skiing as a high cool factor activity. As someone that use to ski 5+ times a week all season its a gloomy forecast Related: the death of the ski bum. We are going to be sad weve lost this whole milieu. Some of us already are. https://t.co/8ZsMtye0B6 Related: the death of the ski bum. We are going to be sad weve lost this whole milieu. Some of us already are. https://t.co/8ZsMtye0B6"
X Link 2025-12-28T04:36Z [----] followers, [----] engagements

"The only 'affordable' place to ski anymore in the USA is in the white and green mountains because most of the top level mountains are within a [--] minute drive of competitive state owned/operated mountains keeping downward pressure on prices. Outside of that bumkins"
X Link 2025-12-28T04:40Z [----] followers, [---] engagements

"I got $sols power"
X Link 2026-01-13T14:52Z [----] followers, [----] engagements

"More $sols power today I got $sols power. https://t.co/cj9vbZna0h I got $sols power. https://t.co/cj9vbZna0h"
X Link 2026-01-14T14:39Z [----] followers, [----] engagements

"Its amazing how ppl are pushing $mtn as a long and not understanding that skiing is giga effed for the next few years for like [--] different reasons. Winter 25-26 has concluded at Le Massif an Ikon Pass resort and one of the largest mountains in Quebec. Workers there went on strike January 2nd. Managers ran a limited operation the last few weeks but with no end to the strike in sight ownership decided to end the season Winter 25-26 has concluded at Le Massif an Ikon Pass resort and one of the largest mountains in Quebec. Workers there went on strike January 2nd. Managers ran a limited"
X Link 2026-01-20T01:17Z [----] followers, 16.6K engagements

"Wow scary pullback $sols and $intc almost threatened to go red for a second"
X Link 2026-01-20T19:30Z [----] followers, [----] engagements

"This week's stack post is now live (link in the next post) $intc $cof $KNX and $nflx earnings are discussed and talk about software names that are being dumpster dove for as well. Enjoy"
X Link 2026-01-25T14:17Z [----] followers, [----] engagements

"$sols just keeps wanting higher. @taobanker The value to $SOLS is the nuclear uf6 conversion division. https://t.co/W09TQBM8XZ @taobanker The value to $SOLS is the nuclear uf6 conversion division. https://t.co/W09TQBM8XZ"
X Link 2026-01-28T18:04Z [----] followers, [----] engagements

"Wow $chrw showing everyone whos boss. How's the tech earnings looking"
X Link 2026-01-28T21:06Z [----] followers, [----] engagements

"$u (and $app) have been going up because of their ad tech integration and growth. Unity only recently refocused on their engine and App doesn't even have a vg engine anymore. Stocks down 30% and 10% regardless"
X Link 2026-01-30T15:55Z [----] followers, 16.2K engagements

"Just checked my private equity and VC software holdings and they're all still up on the year. Nice"
X Link 2026-02-03T15:51Z [----] followers, [----] engagements

"@based16z Thats kind of the end game I arrived at this weekend when ppl were cheering on that fake marketing ai reddit clone. Eventually ai will destroy the internet so the only real investment are companies that have limited internet exposure"
X Link 2026-02-04T01:13Z [----] followers, [----] engagements

"New by me: some thoughts on $rddt into the print after almost a 40% pullback in three weeks"
X Link 2026-02-04T02:26Z [----] followers, [----] engagements

"$Uber probably bottoms on this print"
X Link 2026-02-04T13:42Z [----] followers, [----] engagements

"Amd might be hinting at layoffs. Memory bros are pretending the Chinese supply isnt coming. Nvidia is out there pumping software stocks to stop the bleeding. All of this points to likely pain in semis coming soon"
X Link 2026-02-04T14:24Z [----] followers, 10.4K engagements

"New ath for $dd and $q also doing well congrats to those whom bought before the split"
X Link 2026-02-04T14:43Z [----] followers, [----] engagements

"$has is at a [--] year high"
X Link 2026-02-04T15:12Z [----] followers, [---] engagements

"Is there something wrong with the $ea buyout Why is trading with a annualized yeild of 13%"
X Link 2026-02-04T15:14Z [----] followers, [----] engagements

"I dont make the rules but historically $dd new ath means $dow will get close within [--] months. New ath for $dd and $q also doing well congrats to those whom bought before the split New ath for $dd and $q also doing well congrats to those whom bought before the split"
X Link 2026-02-04T15:18Z [----] followers, [----] engagements

"I like how $rbrk is going into the old distressed sector play book and pre releasing some earnings. Might not help but at least management is trying"
X Link 2026-02-04T23:32Z [----] followers, [----] engagements

"Jassy has destroyed more lives than any UNH ceo ever did"
X Link 2026-02-05T14:47Z [----] followers, [----] engagements

"We have one of the healthiest broad market rallies stemming from a natural economic expansion for the first time in a decade possibly longer and seemingly half of wsb is down 50%+ ytd. Impressive"
X Link 2026-02-06T21:05Z [----] followers, 12.3K engagements

"Check out my latest YT video where I talk WMT what the internet might look like in a decade $rddt $goog and diversification and portfolio management (and click sub while you're there its free and helps me do better in the algo rankings) this was more interesting than I was expecting. WMT might actually be cheap @Sleepysolcap (have done zero dilly) https://t.co/v2vtviU5aQ this was more interesting than I was expecting. WMT might actually be cheap @Sleepysolcap (have done zero dilly) https://t.co/v2vtviU5aQ"
X Link 2026-02-08T01:34Z [----] followers, [----] engagements

"@NecroCapital listen fellow $has bro we got this. [---] and [---] are coming this year. I have faith"
X Link 2026-02-08T01:40Z [----] followers, [--] engagements

"80% of me hates this because its 100% ai generated and looks like crap. The other 20% hopes to see trucking stocks up another 10% on Monday. Super Bowl ads are high ROI they say. Lets see https://t.co/m1y1hON6LW Super Bowl ads are high ROI they say. Lets see https://t.co/m1y1hON6LW"
X Link 2026-02-08T19:56Z [----] followers, [----] engagements

"@treasury_bill No just the raw mental strength it takes"
X Link 2026-02-08T23:14Z [----] followers, [--] engagements

"@PurpleDrink_LLC My wife is very excited and I dont think outside of my gym ive ever heard a bad bunny song"
X Link 2026-02-08T23:20Z [----] followers, [---] engagements

"@jnconkle @dampedspring exxon is issuing more debt"
X Link 2026-02-10T00:00Z [----] followers, [---] engagements

"My buddy has a pet theory that all ai models suck as soon as they are widely used as part of their algo is learned behavior based on inputs. And he switches to whatever model just releases immidately even if its benchmarks arent perfect as its 'cleaner' from pollution"
X Link 2026-02-10T01:40Z [----] followers, [----] engagements

"$has bro's we did it it's back to profitably and growth. Time to push for a new ath"
X Link 2026-02-10T13:09Z [----] followers, [----] engagements

"https://sleepysol.substack.com/p/caseys-general-store https://sleepysol.substack.com/p/caseys-general-store"
X Link 2026-02-10T13:16Z [----] followers, [---] engagements

"@JJNews002 @Investor_NICK_ The majority of stocks that are impacted by the OP are not at aths"
X Link 2026-02-10T14:20Z [----] followers, [--] engagements

"I cannot believe I wasnt bullish enough on $has going into this print. Theyre sandbagging 2026's numbers and the '27 number will be huge based on their commentary. Might hit [---] - [---] later this year"
X Link 2026-02-10T14:45Z [----] followers, [----] engagements

"@Investor_NICK_ 'Go play video games mom needs to do her shopping'"
X Link 2026-02-10T15:30Z [----] followers, [---] engagements

"@ConsensusGurus @RickPalaciosJr The issue is you're not the only one seeing this so ppl keep shorting it but everything manu related is pointing higher so ppl are longing baskets of stuff which tol is in blowing out the shorts repeat"
X Link 2026-02-10T18:00Z [----] followers, [---] engagements

"Man I don't want to long reits"
X Link 2026-02-10T20:02Z [----] followers, [----] engagements

"Max pain for hedgefunds is watching semis waterfall lower now that they're all OW and software stabilizes now that they're all short/degrossed. While the rest of the market kinda just spins its wheels for a few weeks"
X Link 2026-02-10T21:28Z [----] followers, 10.6K engagements

"@tompaja Sure but their parents are driving them. Not Lyft"
X Link 2026-02-10T21:54Z [----] followers, [---] engagements

"Ya the below is cute for a headline but how's [--] day deliqs trending Share of credit card loans in serious delinquency rose to 12.7% in the fourth quarter of [----]. The only other times the share has been higher: all of [----] and the beginning of [----] https://t.co/ImuD6QVPNp Share of credit card loans in serious delinquency rose to 12.7% in the fourth quarter of [----]. The only other times the share has been higher: all of [----] and the beginning of [----] https://t.co/ImuD6QVPNp"
X Link 2026-02-10T22:10Z [----] followers, [----] engagements

"$u with a thesis breaking guidance"
X Link 2026-02-11T12:33Z [----] followers, [----] engagements

"Its kind of amazing how much of unity pain goes back to allowing the VC board members save Ironsource instead of merging with applovin"
X Link 2026-02-11T13:00Z [----] followers, [----] engagements

"$sols just under the first major upside price target of [--] after declaring a dividend and sandbagging top line guidance. @taobanker The value to $SOLS is the nuclear uf6 conversion division. https://t.co/W09TQBM8XZ @taobanker The value to $SOLS is the nuclear uf6 conversion division. https://t.co/W09TQBM8XZ"
X Link 2026-02-11T15:20Z [----] followers, [----] engagements

"Sadly not making up for the U losses in my account today"
X Link 2026-02-11T15:20Z [----] followers, [---] engagements

"The usa curling team is to gen-Z. These guys need to put on weight and start balding. Im not use to this youthful vigor"
X Link 2026-02-11T19:34Z [----] followers, [----] engagements

"Listen as someone who is in the vanguard of 'the internets days are numbered' [--] days is way way too agressive. If that happened Google and meta are gonna get murdered. Prediction: In less than [--] days all channels that we thought were safe from spam & automation will be so flooded that they will no longer be usable in any functional sense: iMessage phone calls Gmail. And we will have no way to stop it. Prediction: In less than [--] days all channels that we thought were safe from spam & automation will be so flooded that they will no longer be usable in any functional sense: iMessage phone"
X Link 2026-02-11T23:40Z [----] followers, [----] engagements

"Lets recap a crazy few earnings calls of $U $has and $sols. The good the bad and the ugly. Ugh"
X Link 2026-02-12T03:05Z [----] followers, [----] engagements

"Remember when $trip turned down a [--] per share offer to get bought. Even after AI existed. Hall of fame fumble alongside the Kohls board"
X Link 2026-02-12T13:40Z [----] followers, [----] engagements

"Either meta and google are both going to leg down hard very soon or a decent amount of internet stocks are mispriced to the downside. I thought it was the latter but im increasingly thinking the former is about to happen"
X Link 2026-02-12T15:41Z [----] followers, [----] engagements

"@shortbus_ace @Investor_NICK_ @PegasusFund You dont kill jbht on an ai tool"
X Link 2026-02-12T16:01Z [----] followers, [---] engagements

"Es breaking [----] likely means we're done into early march. Time to talk a walk"
X Link 2026-02-12T16:22Z [----] followers, [----] engagements

"Near term its probably more of a gop problem than anything else but if the market does correct this year and ai limits the number of jobs created those forecasting riots in the 2030s need to pull their models forward by a decade"
X Link 2026-02-12T18:31Z [----] followers, [----] engagements

"Just kill me"
X Link 2026-02-12T19:33Z [----] followers, [----] engagements

"Some more $sols bullishness Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday so Im also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every part of the value chain from miners to enrichers Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday so Im also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every part of the value chain from miners to enrichers"
X Link 2026-02-12T19:52Z [----] followers, [----] engagements

"@astridwilde1 This is a fair counter but I think the market hasn't punished some names at all which is why im doubting the speed of some of this"
X Link 2026-02-12T21:45Z [----] followers, [----] engagements

"Letting vc have access to cheap credit was and will forever be a mistake"
X Link 2026-02-12T21:49Z [----] followers, [----] engagements

"Theres a real risk one we'll have clarity on tomorrow that we're about to see real deflation. Its all over conference calls. If not indirectly. If you assume bond yields collapse that is another funding mechanism gone for the market. Which hurts high multiple names. @astridwilde1 This is a fair counter but I think the market hasn't punished some names at all which is why im doubting the speed of some of this @astridwilde1 This is a fair counter but I think the market hasn't punished some names at all which is why im doubting the speed of some of this"
X Link 2026-02-12T21:53Z [----] followers, 12.8K engagements

"While there definitely is ai headwinds for a lot of names a lot of saas names are still somewhat expensive here. We mightve just be in a deflationary re rating that has little to do with the speed of ai. Just ruminating on this topic as well as ai"
X Link 2026-02-12T21:55Z [----] followers, [----] engagements

"@Investor_NICK_ (I bought 200k notational of zero coupon 30ys today) because @PegasusFund bullied me"
X Link 2026-02-12T22:01Z [----] followers, [---] engagements

"@PegasusFund It would be pretty funny if everyone is like ai ai ai then it turns out its just deflation. With some ai wrapped over it"
X Link 2026-02-12T22:17Z [----] followers, [---] engagements

"RT @RedditCFB: In announcing the renewal of the Boise State-Idaho rivalry Boise State AD Jeramiah Dickey gives a shoutout to Rack referr"
X Link 2026-02-12T23:28Z [----] followers, [--] engagements

"Mmmmmmhhhmmmmmm Uh hey guys all the things you're calling "AI disruption" trades are just a standard end-of-cycle liquidity contraction rolling across well-owned trades. Hope that helps. Uh hey guys all the things you're calling "AI disruption" trades are just a standard end-of-cycle liquidity contraction rolling across well-owned trades. Hope that helps"
X Link 2026-02-13T01:24Z [----] followers, [----] engagements

"$kmb insider buying 1mm $rddt insider saying hold my beer and doing 7.5mm. $RDDT Director Sarah Farrell buys $7.48 million of shares This is the largest insider purchase of Reddit since its IPO in March [----]. It's worth noting that Farrell indirectly purchased the shares through Waygrove Partnership which she co-founded and serves as a Managing https://t.co/vq09L87nfF $RDDT Director Sarah Farrell buys $7.48 million of shares This is the largest insider purchase of Reddit since its IPO in March [----]. It's worth noting that Farrell indirectly purchased the shares through Waygrove Partnership"
X Link 2026-02-13T01:41Z [----] followers, [----] engagements

"The only cpi mix shift to the upside that was a surprise was electricity costs. Which is another reason AI is gonna be in the cross hairs this political season. Outside of that this print was ice cold as talked about earlier this week"
X Link 2026-02-13T14:17Z [----] followers, [----] engagements

"Yesterday with the karaoke trucking blow up it was so over. Now today after the stupidity has ended we're so back"
X Link 2026-02-13T15:13Z [----] followers, [---] engagements

"Looking at responses to the super bowl commercials Antro's lol at OAI didnt hit at all. I think that + news of the impending massive oai raise makes $orcl very interesting here at 160"
X Link 2026-02-13T18:26Z [----] followers, [----] engagements

"The USA winter Olympics team needs to hope for domination in short track speed skating otherwise this Olympics should be considered an embarrassment"
X Link 2026-02-13T22:47Z [----] followers, [----] engagements

"The figure skating team is sloppy the downhill ski team has been catastrophic and was sad letting Vonn compete just to get some more PR more speed skaters know of the Dutch female racer than a homegrown golden boy and curling is the only sport with real youth what is happening"
X Link 2026-02-13T22:56Z [----] followers, [----] engagements

"There's no real new up and comers in snowboarding. The list goes on and on. Most of these problems stem from how much private equity and $MTN has destroyed the cost structure of winter sports btw. There's a reason curling and speed skating are the only sports there's fresh talent"
X Link 2026-02-13T22:58Z [----] followers, [----] engagements

"@joinyellowbrick i've done videos/write ups on many utilities in the past including $CEG at [--] sols at ipo/40ish vst Enbridge when they bought the ng utility assets from D and talk about Duke semi regularly"
X Link 2026-02-14T02:35Z [----] followers, [---] engagements

"@shortbus_ace @based16z @Yeah_Dave Cheap if you think the real world economy is finally turning up"
X Link 2026-02-15T13:55Z [----] followers, [--] engagements

"What a fantastic day. $kvue is at [--] $odfl +9%. All of trucking doing amazing"
X Link 2026-02-04T19:52Z [----] followers, [----] engagements

"The reason to never long $mat is because if you go to r/hot wheels there are exactly zero posts about fun new sets coming out and infinity posts about ppl hunting for rare drops at dollar tree"
X Link 2026-02-11T14:47Z [----] followers, [----] engagements

"New by me on the sleepystack and sleepytube. What I think the first year of Trump looks like and why I think the consensus is wrong. Link to stack is in the next X"
X Link 2024-11-08T02:30Z [----] followers, 140.1K engagements

"In fairness theres dozens of us DOZENS Who were discussing $sols Watching $sols go up everyday knowing @Sleepysolcap the only one Ive seen talk about it https://t.co/AEq27pzM4Z Watching $sols go up everyday knowing @Sleepysolcap the only one Ive seen talk about it https://t.co/AEq27pzM4Z"
X Link 2026-02-03T23:22Z [----] followers, [----] engagements

"I dont speak Spanish but I think this song was all about going long $ceg $gev and $duk"
X Link 2026-02-09T01:32Z [----] followers, [----] engagements

"$wbd board finally leaks something related to the updated $psky offer. Reading between the lines it sounds like $NFLX board isn't going higher because they don't want to see their stock go any lower"
X Link 2026-02-15T21:45Z [----] followers, [----] engagements

"Jeff bezos is trying to save Amazon shareholders from future financial terrorism created by him buying WashPo. Today he's an american hero. Bezos is leaning into the evil rich guy stereotype. But if youve created a bubble of yes people then maybe you have no clue how awful this looks to normal people. Bezos is leaning into the evil rich guy stereotype. But if youve created a bubble of yes people then maybe you have no clue how awful this looks to normal people"
X Link 2026-02-04T19:27Z [----] followers, [----] engagements

"This will destroy the qqqs. Gotta buy SpaceX at any price though if it goes through "Nasdaq is contemplating the introduction of a 'fast inclusion' rule to expedite the incorporation of newly listed large companies into its index. According to Odaily the proposed amendment would allow new listings to join the Nasdaq [---] Index after just [--] trading days "Nasdaq is contemplating the introduction of a 'fast inclusion' rule to expedite the incorporation of newly listed large companies into its index. According to Odaily the proposed amendment would allow new listings to join the Nasdaq [---] Index"
X Link 2026-02-04T22:20Z [----] followers, [----] engagements

"@DynamicMoats Idk. Literally every piece of economic data"
X Link 2026-02-05T01:36Z [----] followers, [---] engagements

"$duol seems like a solid long at these levels. Maybe a move up to [---] - 150"
X Link 2026-02-05T14:35Z [----] followers, [----] engagements

"Time to close downside protections. We're going raw"
X Link 2026-02-05T14:46Z [----] followers, [----] engagements

"congrats to the google complex longs. Cramer and Cathie are jumping in the pool now. Great long signals there"
X Link 2026-02-06T22:14Z [----] followers, [----] engagements

"@jnconkle asics are a long maybe not TPU complex at these current numbers. We'll see. Not really wedded to either side"
X Link 2026-02-06T22:32Z [----] followers, [---] engagements

"@shortbus_ace @jnconkle Its not really a long thesis more like a don't short thesis. Basically AMZN is currently building a WMT location b/c their last mile numbers are bad. WMT doesn't need to do that and their locations are extremely valuable"
X Link 2026-02-08T01:41Z [----] followers, [---] engagements

"@astridwilde1 Hasn't chillcow been around for more than [--] years How is this brand only a month old"
X Link 2023-05-09T12:06Z [----] followers, [--] engagements

"if your account was down 74% last year you shouldn't be sharing year to date performance unless it was up more than 400%. You're still 50%+ lower than your high water mark. It is quite literally numerically better to underperform this year but have beaten the S&P last year"
X Link 2023-12-30T00:30Z [----] followers, 11.8K engagements

"@eigenrobot is this a 4chan shitpost or real"
X Link 2024-03-28T02:16Z [----] followers, 46.6K engagements

"New video on the sleepytube of day [--] of all things water. In today's video we cover some of the chemical companies that touch the water space like $EMN $DOW and $DD and then spend time on the French and Japanese industrials benefit from a water rerating: $VIE.PA and $3402.T"
X Link 2024-06-25T20:04Z [----] followers, [---] engagements

"a 5% spread between IWM/QQQ will not reverse after one day. In fact the amount of risk managers who are sweating like crazy right now will get worse tomorrow if it doesn't. That doesn't even take into account the foreign long dollar via mega caps exposure"
X Link 2024-07-11T18:21Z [----] followers, 11K engagements

"@eigenrobot omg its the human resources meme in real life"
X Link 2024-08-07T15:56Z [----] followers, [----] engagements

"@MarkSpriggel He quite literally thought it was the next trillion dollar company and was told by a board member that if he ever said that publicly he would be fired immediately"
X Link 2024-08-26T21:14Z [----] followers, [----] engagements

"Let me tell you why google is a long term zero. My cell phone's backlight died today. The phone still works. I bought a new phone. I cannot access the new phone without logging into my gmail account. I cannot login b/c gmail keeps trying 2f authentication on my old phone"
X Link 2024-12-04T01:52Z [----] followers, 17.6K engagements

"starting today sleepysol capital will be sharing YTD performance.but only via excel spreadsheets with no positions listed. Please see the below screenshot for how I'm doing [--] days into the year. I feel like I've been under preforming. Someone shared this with me from Jonah No disrespect but can someone explain to me how his core holdings returned +2.6% and his YTD performance is +10.2% Don't tell me hedges. This man should be the Secretary of Treasury the way he risks everything and never loses money https://t.co/xfSZj8xr0f Someone shared this with me from Jonah No disrespect but can someone"
X Link 2025-01-15T19:36Z [----] followers, 13.6K engagements

"Given that Druck is expressing this extreme bullishness with a huge staples allocation I'm not sure I believe the words coming out of his mouth. Stanley Druckenmiller just now on @CNBC *going from the most anti-business administration to the opposite *CEOs on the ground are giddy *markets are complicated - despite all the positives of the economy one of the most unattractive earnings yield to bond yield in [--] years Stanley Druckenmiller just now on @CNBC *going from the most anti-business administration to the opposite *CEOs on the ground are giddy *markets are complicated - despite all the"
X Link 2025-01-20T22:23Z [----] followers, [----] engagements

"Btw if $Nvda starts gapping down no mega cap will be safe. It doesn't matter if their earnings beat in the next two weeks either there's too many etfs/correlations/baskets/etc that tie them all together for nvidia to puke 10/15/20%+ and not see a decent sized pullback in Mag7s"
X Link 2025-01-27T02:55Z [----] followers, 16.5K engagements

"I think there are huge issues with $GOOG and they have little to do with the cloud # missing YT margins or capex spend. I think they've seen peak share in search and will be seeing materially less profit from that biz over the next [--] - [--] years"
X Link 2025-02-05T16:13Z [----] followers, 36K engagements

"Its hard not to travel to japan and be bullish moncler. Saying that Italy continues to announce pro business policies. This is a great country if you want EU exposure. I think [--] - [--] years from now it will be obvious that Italy is the clear leader of the next EU generation"
X Link 2025-02-21T05:56Z [----] followers, [---] engagements

"Alt data on Google is showing the search % is getting worse incrementally. I think there are huge issues with $GOOG and they have little to do with the cloud # missing YT margins or capex spend. I think they've seen peak share in search and will be seeing materially less profit from that biz over the next [--] - [--] years. I think there are huge issues with $GOOG and they have little to do with the cloud # missing YT margins or capex spend. I think they've seen peak share in search and will be seeing materially less profit from that biz over the next [--] - [--] years"
X Link 2025-02-27T20:40Z [----] followers, 17.4K engagements

"you a cool well educated individual: I'm gonna buy AI stocks because they're cheap down 8% YTD. My boomer great Uncle "I bought 20k of newsmax IPO because that's all me and my friends watch and we love it" up 200% today"
X Link 2025-03-31T15:22Z [----] followers, 18.9K engagements

"I have a serious question why if I have a 30mm ARR company am I worried about going to a prestige level college to 'learn'. I get the networking part but if the co is at profitable you don't need connections you need a wife and some good friends who are up for having fun"
X Link 2025-04-01T20:17Z [----] followers, 12.2K engagements

"If you think things are bad now don't check the market when you wake up. The Asians are going to puke"
X Link 2025-04-02T21:16Z [----] followers, [----] engagements

"So we all agree that $rh last night had the funniest line on any call in the last year when they realized they were down 40% after hours"
X Link 2025-04-03T21:11Z [----] followers, [----] engagements

"Apple is working on a 10% intra day swing. Its screaming at you that if you're long anything related to China time to get out. Ignore it at your own risks"
X Link 2025-04-08T18:12Z [----] followers, [----] engagements

"gentlemen it is with great sadness that I announce that I think you don't want to be long the banks in the next [--] days"
X Link 2025-04-08T19:01Z [----] followers, [----] engagements

"Every EU car maker (including race) is a short if the EU allows the imports of Chinese autos into their market"
X Link 2025-04-11T02:42Z [----] followers, [----] engagements

"Quick thread on the damage to China. Chinese manufacturing employs 20mm ppl that directly make products where more than 75% of them end up in the USA. Struturally no tariff reduction means these jobs are gone. 20mm isn't huge for China's total population but wait there's more"
X Link 2025-04-11T15:06Z [----] followers, 27.5K engagements

"This the most bullish data point I've seen in more than [--] months. Even Cathie Wood thinks the US is entering a recession. EVEN CATHIE WOOD. https://t.co/BB2WsDTVg0 Even Cathie Wood thinks the US is entering a recession. EVEN CATHIE WOOD. https://t.co/BB2WsDTVg0"
X Link 2025-04-14T19:06Z [----] followers, [----] engagements

"The Chinese embassy just confirmed there has been ongoing talks about setting up a meeting. Fintwit is even more regarded than normal now that they have to use their critical thinking skills instead of just eating crayons and watching flows"
X Link 2025-05-07T00:42Z [----] followers, 11.9K engagements

"Very excited to buy hood at [--] and app at [---] next week when the rebalance pods blow up"
X Link 2025-06-06T22:43Z [----] followers, [----] engagements

"Guys its Thursday night. This is important. Zero fund managers are gonna want to carry risk into the weekend with the possibility of more bombs flying. Tomorrow is moving day. Maybe do some light buying by EoD if we see -300bps but don't be stupid and buy this dip by reflex"
X Link 2025-06-13T01:20Z [----] followers, [----] engagements

"One last thought on AI related crap. Meta will be net debt for the first time in its history in a few weeks. Only having enough cash at current burn rates to get through Q2 next year unless it slows spending. Coreweave is the other big spender and they'll be hitting ATMs soon"
X Link 2025-08-21T02:27Z [----] followers, 15.4K engagements

"Oklo call is amazing one guy straight up asks "hey so will there be an actual product by 2027" and they talk for [--] minutes and say absolutely nothing. Stock is +3% right now"
X Link 2025-11-12T13:39Z [----] followers, 30.9K engagements

"how.and I cannot stress this enough effing bad is the data that they're rushing this bs out. BREAKING: US Treasury Secretary Bessent announces that $2000 tariff stimulus checks will most likely be going to all Americans who make less than $100000/year. BREAKING: US Treasury Secretary Bessent announces that $2000 tariff stimulus checks will most likely be going to all Americans who make less than $100000/year"
X Link 2025-11-13T00:45Z [----] followers, 13.6K engagements

"People on my feed losing money on $amzn when im over here losing money on $amn"
X Link 2025-12-17T14:53Z [----] followers, [----] engagements

"India wants to deal 'Nam wants to deal. I assume Japan does too. The FT says rumor that UK wants to deal. Italian local press says them and Ireland are pushing back against France who wants to do counter tariffs. Still murky but odds are rising that China is on an island"
X Link 2025-04-06T13:23Z [----] followers, 16.2K engagements

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