@StockBuster_ Avatar @StockBuster_ David | [---] Capital 🎲

David | [---] Capital 🎲 posts on X about $wbd, $psky, business, lyft 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 62% technology brands 27% finance 22% cryptocurrencies 9% fashion brands 8% social networks 3% countries 2% celebrities 2% nfts 1%

Social topic influence $wbd #23, $psky #38, business 8%, lyft 8%, $lyft 7%, $nke 6%, money 5%, $ionq 4%, $oklo 4%, $nvo 4%

Top accounts mentioned or mentioned by @kafka7invest @lowiqtrader @brewmarkets @morry9861 @mbruck8 @davidrisher @robinhoodapp @wallstengine @polymarket @screentime @leverageshares @stocksavvyshay @dach0s3n0n3 @klarnaseb @billackman @bin2gray @fundstrat @lighterxyz @qualityinvest5 @brizgz

Top assets mentioned Warner Bros Discovery, Inc. (WBD) Paramount Skydance Corporation Class B Common Stock (PSKY) Lyft, Inc. Class A Common Stock (LYFT) Nike Inc (NKE) IonQ, Inc. (IONQ) Oklo Inc. (OKLO) Novo-Nordisk (NVO) Klarna Group plc (KLAR) Adobe, Inc. (ADBE) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Affirm Holdings, Inc. (AFRM) xSUSHI (XSUSHI) Taiwan Semiconductor (TSM) Snap, Inc. (SNAP) Netflix Inc (NFLX) Robinhood Markets, Inc. (HOOD) Verizon Communications Inc. (VZ) Micron Technology, Inc. (MU) BITMINE IMMERSION TECH (BMNR) Ethereum (ETH) Amazon.com, Inc. (AMZN) PayPal Holdings Inc (PYPL) Spotify Technology (SPOT) Figma, Inc. (FIG) Now Coin (NOW) Salesforce Inc (CRM) Eli Lilly and Company (LLY) Uber Technologies, Inc. (UBER) On Holding AG (ONON) Alibaba Group (BABA) Lululemon Athletica Inc (LULU) T-Mobile (TMUS) AT&T Inc. (T)

Top Social Posts

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

"At what point does $NKE sell their converse business to help their multiples It is a dying brand"
X Link 2026-02-10T02:16Z [----] followers, [---] engagements

"Keep in mind if $PSKY was to land this deal they would be 6x leveraged. If they increase the bid to $32 a share then theyll be close to 7x leveraged. Its some of the best IP but is it worth the debt Paramount would be so concerned with bringing down the debt levels instead of focusing on growth. This is a once in a lifetime opportunity for Paramount says James Chadwick President of Alternatives at Ancora. $WBD $PSKY https://t.co/xw27IzsdJv This is a once in a lifetime opportunity for Paramount says James Chadwick President of Alternatives at Ancora. $WBD $PSKY https://t.co/xw27IzsdJv"
X Link 2026-02-11T16:47Z [----] followers, [---] engagements

"$PSKY just made their offer for $WBD more intriguing. $0.25 ticking fee each quarter that will pay out about $650M if the deal isnt closed after December [----]. They also offered to cover the $2.8 billion termination Warner would have to cover for backing out of the Netflix deal. Like I said the termination fee is the big reason $WBD didnt want the deal. This could sway in Paramounts favor. $PSKY $NFLX $WBD https://twitter.com/i/web/status/2021256154706239854 https://twitter.com/i/web/status/2021256154706239854"
X Link 2026-02-10T16:13Z [----] followers, [---] engagements

"These were the [--] easiest shorts Ive ever seen in the market 😅 $IONQ $OKLO"
X Link 2026-02-12T18:03Z [----] followers, [----] engagements

"$NVO How do you have arguably one of the most successful drug launches in history and sound so pessimistic about your future I get you need to be realistic when guiding but I find it hard to believe they'd really struggle especially with a first mover advantage. Time will tell but I think management is being overly pessimistic. https://twitter.com/i/web/status/2019235531884761525 https://twitter.com/i/web/status/2019235531884761525"
X Link 2026-02-05T02:24Z [----] followers, [----] engagements

"$SNAP at all-time lows 📉 Is this one of the most poorly ran businesses weve ever seen given its potential"
X Link 2026-02-14T19:55Z [----] followers, [---] engagements

"This would be a great time for BNPL companies to educate consumers on how their financing works $KLAR $AFRM"
X Link 2026-01-10T15:03Z [----] followers, [---] engagements

"BNPL for $PYPL was one of their highest growing segments last year growing over 20%. This is really all they have going for them besides Venmo. More bullish on the BNPL space in general since we are seeing consumer behavior shift towards BNPL options. Let's see how $KLAR $AFRM stack up when their earnings come out. https://twitter.com/i/web/status/2018850996881924289 https://twitter.com/i/web/status/2018850996881924289"
X Link 2026-02-04T00:56Z [----] followers, [---] engagements

"Who's turning these deals down Send these deals my way. I'll gladly take em😅"
X Link 2026-02-06T19:27Z [----] followers, [--] engagements

"$SPOT absolutely flying after earnings"
X Link 2026-02-10T12:05Z [----] followers, [---] engagements

"$FIG down 81% since IPO That deal from $ADBE looks sweeter now. Welcome to public markets lol"
X Link 2026-02-03T15:52Z [----] followers, [---] engagements

"A $WBD executive finally came out and basically said they are waiting on a better offer so they will go with Paramount. All Paramount needs to do is give them what they want. The ball is in their court. $PSKY"
X Link 2026-02-05T01:37Z [----] followers, [----] engagements

"SaaS is dead bro trust me $ADBE $NOW $CRM"
X Link 2026-02-05T02:56Z [----] followers, [---] engagements

"Gemini MAU surpassed 750M (This isn't including their AI overview on search) $GOOGL"
X Link 2026-02-05T13:00Z [----] followers, [--] engagements

"Whats crazy about $GOOGL tapping into the bond market is S&P thinks they can borrow $180 billion right now and not sweat about paying it back. The amount of cash flow big tech has is astronomical. $GOOGL can probably borrow $500 billion if they wanted to 😅"
X Link 2026-02-10T00:48Z [----] followers, [---] engagements

"This is an industry that is actually being disrupted. Only thing that can save them are regulators. DRAFTKINGS SEES [----] REV. $6.5B TO $6.9B EST. $7.32B The online betting market wars are about to go nuclear DRAFTKINGS SEES [----] REV. $6.5B TO $6.9B EST. $7.32B The online betting market wars are about to go nuclear"
X Link 2026-02-13T00:38Z [----] followers, [--] engagements

"What if I told you $NFLX will be in the low $60s"
X Link 2026-02-13T21:40Z [----] followers, [---] engagements

"@Kafka7invest How much patience $10k invested in them back in [----] is worth about $2k now"
X Link 2026-02-14T20:58Z [----] followers, [--] engagements

"With $NVO at $44 a share the market is pricing Novo as if revenue will fall 28% Breakeven revenue has the implied revenue at $35.9 billion Current revenue is $49 billion Unless you think $LLY will destroy their margins Id say Novo is severely undervalued"
X Link 2026-02-06T01:57Z [----] followers, [---] engagements

"If $WBD doesnt budge at Paramounts updated offer then give it a week and $PSKY will increase the overall offer"
X Link 2026-02-11T00:09Z [----] followers, [---] engagements

"$LYFT getting crushed after reporting earnings. Operating profit was (-$188M) for full year [----]. Even taking out the $168M they paid in fees in Q4 they still wouldve missed on operating profit. Thats why investors are concerned. Legal fees insurance costs are part of doing business. Nothing changes for me as of now. https://twitter.com/i/web/status/2021388300129358069 https://twitter.com/i/web/status/2021388300129358069"
X Link 2026-02-11T00:58Z [----] followers, [---] engagements

"Like I was saying the recent change in Paramounts offer could work in their favor $PSKY $WBD *WARNER BROS. WEIGHS REOPENING SALE NEGOTIATIONS WITH PARAMOUNT *WARNER BROS. WEIGHS REOPENING SALE NEGOTIATIONS WITH PARAMOUNT"
X Link 2026-02-15T20:39Z [----] followers, [---] engagements

"@low_IQ_trader Competition from Uber Waymo and Robotaxi. People would rather have exposure to those [--] which makes sense but Lyft is cheap"
X Link 2025-08-09T14:23Z [----] followers, [--] engagements

"$ONON down 7.5% after the earnings pop $NKE up 2.5% today People coming to reality that Nike is making a comeback 📈"
X Link 2025-08-13T19:35Z [----] followers, [---] engagements

"I dont think Ive ever seen a company with so much potential be horribly ran like I have with Snapchat $SNAP"
X Link 2025-08-14T18:34Z [----] followers, [----] engagements

"@brewmarkets Same thing with Nike. Another turnaround from an intern to CEO 🤔"
X Link 2025-08-20T17:35Z [----] followers, [----] engagements

"$BABA is looking to be the Nvidia of China. Tbh Nvidia doesnt need China but for Alibaba this is a chance for them to come in and accelerate their business big time. Will be interesting to see how this plays out over the next year"
X Link 2025-08-29T11:58Z [----] followers, [---] engagements

"@Morry9861 I dont follow the company so idk what their future growth looks like"
X Link 2025-08-30T19:13Z [----] followers, [--] engagements

"$LYFT is raising $450 million through convertible notes. This is not going to be a massive dilution to shareholders. There are a few things to know. First they are not paying interesting on the loan instead they are giving the creditors the option to convert these notes into shares. But here's the catch The conversion price is $23.52. Starting in [----] Lyft can call back these notes and redeem them for cash as long as the stock is trading at least 30% above $23.52 ($30.58) This offsets some of the risk of dilution. They are also using some of the money to buy "capped" call options which will"
X Link 2025-09-04T12:52Z [----] followers, [---] engagements

"$LULU down to [--] year lows. Is this what happens when you charge $125 for a pair of leggings"
X Link 2025-09-04T23:41Z [----] followers, [---] engagements

"Now your grandma will own some $HOOD in her 401k Congrats to Robinhood 🥂"
X Link 2025-09-05T21:47Z [----] followers, [--] engagements

"Starlink is entering the mobile service space. This puts their partnership with $TMUS in jeopardy while also competing with $VZ & $T. The space has been dominated by the big [--] for a long time but adding another competitor into the mix changes everything"
X Link 2025-09-09T10:59Z [----] followers, [---] engagements

"Lyft is launching robotaxi service with May Mobility in Atlanta -More partnerships coming -Cash flow increasing -Share buybacks -Expansion into EU $LYFT back at $19 📈 Nothing but tailwinds 🫡"
X Link 2025-09-10T14:32Z [----] followers, [----] engagements

"Micron just hit all-time highs 📈 $MU"
X Link 2025-09-12T18:55Z [----] followers, [---] engagements

"$7 trillion is sitting in money market funds. We have our next cycle of rate cuts coming. Guess where that money is going to go when rates come down"
X Link 2025-09-13T00:27Z [----] followers, [--] engagements

"$LYFT back above $20 🚀"
X Link 2025-09-15T20:15Z [----] followers, [---] engagements

"So a company with $43 million in revenue losing $331 million -885% profit margins burning over $100 million a year AND told investors we expect to continue to incur significant losses in the future is worth $22 billion Were getting to bubble like territory $IONQ"
X Link 2025-09-19T17:24Z [----] followers, [---] engagements

"Reminder that $OKLO is trading at a $25 billion valuation with $0 in revenue. Fundamentals mean nothing until they do. Dont get caught holding the bag"
X Link 2025-10-14T23:24Z [----] followers, [--] engagements

"My favorite index funds that I put money into every month $FXAIX $FZROX $FNILX $FZIPX Each fund besides $FXAIX have zero fees which is huge down the long run"
X Link 2021-07-12T21:33Z [----] followers, [--] engagements

"If youre unsure with which companies to buy into for some dividends start with $SPYD & $SPYG"
X Link 2021-07-24T15:15Z [----] followers, [--] engagements

"$SPYD is a high dividend ETF Some of the holdings that it has: ConocoPhillips Simon properties Public storage Welltower Regency centers"
X Link 2021-07-24T15:20Z [----] followers, [--] engagements

"Market is choppy this week so far. Im all cash right now and only playing a few plays here and there possibly"
X Link 2021-09-14T14:39Z [----] followers, [--] engagements

"@mbruck8 Some are $KO $JNJ $O $APTS $VZ"
X Link 2021-09-23T00:05Z [----] followers, [--] engagements

"What are your top [--] holdings in the stock market 👇"
X Link 2022-01-14T21:31Z [----] followers, [--] engagements

"Sappy Seals just hit [--] ETH floor Been with the community since [----]. Dope to see them make it this far. Gotta go with the pfp for hitting it 💯"
X Link 2022-01-26T01:17Z [----] followers, [--] engagements

"Sushi is a decentralized exchange (DEX) which offers many features and constantly adding more features as time goes on"
X Link 2022-03-21T23:12Z [----] followers, [--] engagements

"One of the features they offer are swapping tokens. For every swap that happens on their platform they take a % fee. Users who stake their $SUSHI inside the sushi bar receive 0.05% of all fees collected. When you stake $SUSHI you receive $xSUSHI"
X Link 2022-03-21T23:15Z [----] followers, [--] engagements

"With $xSUSHI you have voting rights for any changes in the sushi protocol and you can use it on other protocols. It gets better even better. Your $xSUSHI is continuously compounding and when you unstake them you receive your original deposit + what you have earned from fees"
X Link 2022-03-21T23:20Z [----] followers, [--] engagements

"On top of all of that you can earn DOUBLE yield when you wrap your $xSUSHI into $MEOW tokens also giving you rights to vote on governor contracts. DeFi at its finest. The banks don't offer this 🤌"
X Link 2022-03-21T23:40Z [----] followers, [--] engagements

"Being on financial Twitter for a few years made me realize everything everyone thinks will happen to the market or a company the complete opposite happens. Theres gotta be an inverse finance Twitter ETF right"
X Link 2023-06-23T14:44Z [----] followers, [---] engagements

"3 stocks that will get you paid dividends every month: [--]. $NKE (Jan Apr July Oct) [--]. $CLX (Feb May Aug Nov) [--]. $MCD (Mar Jun Sep Dec)"
X Link 2024-04-07T22:40Z [----] followers, [---] engagements

"Dont sleep on $LYFT Despite the stock declining $LYFT "just posted the best results" in the company's history CEO @davidrisher says. "We had $16 million in bookings. That's amazing. We did [---] million rides. . We're GAAP profitable for the first time ever." https://t.co/EQFdVXvX0O Despite the stock declining $LYFT "just posted the best results" in the company's history CEO @davidrisher says. "We had $16 million in bookings. That's amazing. We did [---] million rides. . We're GAAP profitable for the first time ever." https://t.co/EQFdVXvX0O"
X Link 2025-02-15T01:53Z [----] followers, [---] engagements

"There's people that actually think Nike's brand dominance is over because of the stock price. When $NKE is back above $100 the narrative will quickly change 😴 The check is the one of the most iconic logos ever ✔"
X Link 2025-02-20T19:18Z [----] followers, [---] engagements

"Celsius holders right now $CELH"
X Link 2025-02-20T22:44Z [----] followers, [----] engagements

"Average bull market lasts [--] months so we could have another year and half left of growth 📈 Average return is 110% so we can have another 23% left.just for an average bull market 👊 Lets send it higher 🥊 $SPY"
X Link 2025-02-23T23:43Z [----] followers, [---] engagements

"$TSM is on its way to join the $2 Trillion club $TSM CRUSHES Q2 EARNINGS EPS $2.60 vs. $2.38 expected ✅ Revenue $31.6B vs. 30.2B expected ✅ Gross Margin 58.6% vs. 57.9% expected ✅ $TSM +2.25% https://t.co/3TRzEBfgkn $TSM CRUSHES Q2 EARNINGS EPS $2.60 vs. $2.38 expected ✅ Revenue $31.6B vs. 30.2B expected ✅ Gross Margin 58.6% vs. 57.9% expected ✅ $TSM +2.25% https://t.co/3TRzEBfgkn"
X Link 2025-07-17T12:04Z [----] followers, [---] engagements

"Ether Machine getting listed soon as $ETHM Catchy name catchy ticker Retail will love this one"
X Link 2025-07-21T14:27Z [----] followers, [----] engagements

"Waymo is offering AVs in Lyfts network in Nashville 🚕 $LYFT soaring on the news 📈"
X Link 2025-09-17T14:07Z [----] followers, [---] engagements

"I turned on Robinhood notifications and this is what I get Never again @RobinhoodApp"
X Link 2025-10-20T19:54Z [----] followers, [---] engagements

"The market is healing $IONQ $OKLO $OPEN $RGTI"
X Link 2025-10-22T22:34Z [----] followers, [---] engagements

"Nike announced their Mind 001/002 shoes that help stimulate your feet physically to help stimulate your mind to help you focus more. Innovative product that I think will do well especially given its low price point. Elliot Hill is moving fast with Nikes turnaround. $NKE"
X Link 2025-10-24T22:21Z [----] followers, [---] engagements

"Elon waiting for OpenAI to IPO so he can see how much xAI will be able to raise 🧠"
X Link 2025-10-30T00:14Z [----] followers, [--] engagements

"Novo Nordisk just put a bid in for Metsera for a total of $9B 🤯 Outbidding Pfizer's offer at $7.3B The GLP-1 market war is heating up 📈 $NVO $PFE"
X Link 2025-10-30T11:56Z [----] followers, [---] engagements

"I bought $OKLO @ $170 and lost it all 😔"
X Link 2025-11-05T16:19Z [----] followers, [--] engagements

"$LYFT delivered 😤 -Hit over $1B in free cash flow -Continue to hit all-time riders and gross bookings -466% net income growth Guidance: Lyft expects Q4 to be strong with gross bookings up 17-20% YoY. They even put in FY26 outlook which looks strong from partnerships and AVs. Margin expansion expected to make them even more profitable in 2026-2027 📈"
X Link 2025-11-06T01:26Z [----] followers, [---] engagements

"@wallstengine Everyone is saying bullish $NVDA but this is EXTREMELY bullish for $TSM"
X Link 2025-11-09T23:55Z [----] followers, [----] engagements

"Now that $NVDA earnings are done and the market has assurance that this isn't an Ai "bubble" let's move back to ATH 🫡"
X Link 2025-11-19T21:32Z [----] followers, [---] engagements

"Klarna has $6.8b in cash and is sitting at a $10b valuation. Affirm has $1.4b in cash and is sitting at a $20b valuation. Klarna has 2.6b in debt while Affirm has $8b in debt. Both companies have similar revenue numbers yet Klarna is a more efficient business. Throw in the expansion into the U.S and Klarna looks like a no brainer. $KLAR $AFRM"
X Link 2025-11-20T21:56Z [----] followers, [--] engagements

"It would be different if companies like $NVDA $PLTR $GOOGL were missing earnings left and right. About 83% of companies who reported earnings so far have beaten expectations. This is a fearful market right now and when things are fearful you know what to do"
X Link 2025-11-22T00:37Z [----] followers, [---] engagements

"$ADBE is one of the most misunderstood companies in the market right now"
X Link 2025-11-28T15:55Z [----] followers, [--] engagements

"Holiday spending is HOT this year. This is going to be the first quarter trillion-dollar holiday season. Weak economy. yeah okay"
X Link 2025-11-29T14:16Z [----] followers, [--] engagements

"@Polymarket Nonprofit to ads in responses is crazy"
X Link 2025-12-03T00:05Z [----] followers, [--] engagements

"QE is back Money is getting cheaper. Send the market higher 📈"
X Link 2025-12-11T00:58Z [----] followers, [--] engagements

"I see a lot of people questioning why $WBD might be going with $NFLX bid instead of $PSKY so let me explain: The deal from a money perspective doesn't make sense cause even if netflix stock went up 40% paramount's deal would still be worth [--] billion more. What most people don't realize is if paramount deal went through this would prob be more of an issue from a regulatory standpoint rather than netflix. The case against netflix is really they would just be too big and dominate the streaming industry. Then you can throw in they would not release movies in theatres anymore and that would"
X Link 2025-12-17T01:00Z [----] followers, [---] engagements

"@screentime Makes sense since Netflix only bid for streaming/studio. Paramount practically paying $2 for $WBD Tv network business. If Warner bros went with $PSKY at this point paramount would basically need to offer $2 a share extra to cover the breakup fee"
X Link 2025-12-19T14:43Z [----] followers, [----] engagements

"$IONQ burning over $500M a year and telling investors they expect to keep burning tons of cash in the future The market still valuing it at $17B This was one of the easiest shorts I ever took"
X Link 2025-12-20T02:01Z [----] followers, [---] engagements

"@LeverageShares $WBD would owe Netflix $2 a share to cancel the deal. Paramount would essentially be buying the business for $28 while Netflix only wants streaming/studio. $PSKY needs to offer $33+ for it to get accepted"
X Link 2025-12-22T16:40Z [----] followers, [---] engagements

"I didnt think the memory squeeze would happen this fast $MU BREAKING: U.S. government approves annual licenses for Samsung + SK Hynix to ship chipmaking equipment to China in [----] $MU +1% pre-market https://t.co/rvovLQpSW1 BREAKING: U.S. government approves annual licenses for Samsung + SK Hynix to ship chipmaking equipment to China in [----] $MU +1% pre-market https://t.co/rvovLQpSW1"
X Link 2025-12-30T12:18Z [----] followers, [---] engagements

"2025 Market Recap: Jan 17: Donald Trump launches $TRUMP coin Jan 18: TikTok goes dark as a U.S. ban takes effect. Jan 19: TikTok returns online after the government gives ByteDance [--] days to find a U.S. owner. Jan 20: Donald Trump is inaugurated and issues a record number of executive orders. Jan 20: The Department of Government Efficiency (DOGE) is established under Elon Musk to cut $2 trillion in spending. Feb 1: President Trump signs an executive order for 10% tariffs on Chinese goods and 25% tariffs on Canadian and Mexican goods (effective in March). Mar 6: The U.S. establishes a Bitcoin"
X Link 2026-01-01T03:15Z [----] followers, [--] engagements

"@StockSavvyShay sounds like $TSM needs to hurry and increase their capacity"
X Link 2026-01-02T13:25Z [----] followers, [---] engagements

"Nike Mind [---] sold out instantly on the drop this morning. Nike is raising the bar with these products. This is the innovation they need. $NKE"
X Link 2026-01-08T16:32Z [----] followers, [---] engagements

"$GOOGL passed $AAPL in market cap for the first time since [----]. I remember $GOOGL being under $90 like it was yesterday. I sold this one too early 🤣"
X Link 2026-01-08T17:16Z [----] followers, [---] engagements

"Paramount still sticking with their $30 a share offer for $WBD. Not sure why they think it is a superior offer. Netflix only wants the streaming/studio business for $27.50 while Paramount wants it all. Warner Bros would have to pay $2 a share for a breakup fee if they backed out of the Netflix deal. Why would Warner Bros sell the entire business for practically the same amount Netflix is offering for only streaming/studio $PSKY $NFLX https://twitter.com/i/web/status/2009318955706724493 https://twitter.com/i/web/status/2009318955706724493"
X Link 2026-01-08T17:39Z [----] followers, [----] engagements

"@DA_CH0S3N_0N3 They need to offer $33+ a share to get it done"
X Link 2026-01-08T18:16Z [----] followers, [--] engagements

"@klarnaseb @BillAckman How do you plan on educating more consumers on how fair financing works This is probably a great time to capitalize on this and I think 8/10 people don't understand how FF works"
X Link 2026-01-10T14:45Z [----] followers, [---] engagements

"I dont remember seeing as many headlines when $NVO partnered with $NVDA [--] months ago. Does the market really not pay attention to $NVO 🤔"
X Link 2026-01-12T16:50Z [----] followers, [--] engagements

"@bin2gray @fundstrat @Lighter_xyz Hmm i didn't catch this. I believe bitmine is already working on their own network on ethereum to settle transactions no"
X Link 2026-01-20T19:42Z [----] followers, [--] engagements

"All BNPL do it. Sezzle relies heavily on subscriptions compared to Klarna or Affirm. They're focusing on subscriptions which is translating into slower growth in merchant revenue. If users are using their virtual card outside of network then they're basically just a bank at that point. https://twitter.com/i/web/status/2013708559079326155 https://twitter.com/i/web/status/2013708559079326155"
X Link 2026-01-20T20:21Z [----] followers, [---] engagements

"I think this is misleading especially given the scale between the [--] (klarna & sezzle). Klarna did $32B is GMV last quarter compared to Sezzle at $1B. Klarna looks unprofitable on paper because of them expanding their fair financing business. Once they start realizing those loans and expanding in the US they'll look much better on paper. If Sezzle is relying so much on subscriptions then you might as well value them as a software company haha https://twitter.com/i/web/status/2013756601652417020 https://twitter.com/i/web/status/2013756601652417020"
X Link 2026-01-20T23:32Z [----] followers, [--] engagements

"$HIMS down 59% from ATH EPS expected to grow 23% and revenue 20% for [----]. Investors are really concerned about $AMZN competing with them. Would like to know how the $HIMS bulls feel about it"
X Link 2026-01-23T19:29Z [----] followers, [---] engagements

"@QualityInvest5 RPO growth outpacing ARR so businesses don't plan on going away from their products. Even when management said they're seeing strong seat growth the market will still ignore it though lol"
X Link 2026-01-24T22:04Z [----] followers, [----] engagements

"I guess Labubus are bigger than we thought 🤔 $PMRTY"
X Link 2025-08-21T23:54Z [----] followers, [---] engagements

"Growth is expected to slow down. They don't sell loans to buyers like klarna or affirm. Mainly rely on subscriptions for revenue. Also last quarter 19% of revenue was driven by late fees. Subscription revenue was 36M and late fees was 21M. Up 250% QoQ. Either getting aggressive with penalties or giving loans out to anyone. https://twitter.com/i/web/status/2013683219099447700 https://twitter.com/i/web/status/2013683219099447700"
X Link 2026-01-20T18:41Z [----] followers, [---] engagements

"$BMNR Tom Lee is cooking something up with Mr Beast. Mr Beast plans on launching a financial platform and who else would be a better option than Bitmine for a decentralized platform using Ethereum $BMNR holds over 4M of $ETH. BitMine is expected to launch their own validator network soon so I expect this will eventually help operate Beast's platform on the back-end. (Mr Beast has over [---] million subscribers) Don't know what % of equity they hold in Beast Industries but if Beast industries is valued around $5 billion then BitMine would hold around 4% Either way this is a nice back door play"
X Link 2026-01-20T19:22Z [----] followers, [---] engagements

"$PSKY extends deadline on hostile $WBD bid to February [--]. Paramount needs to stop playing and increase the bid to at least $32 to get Warner Bros to entertain the offer and get them talking. $WBD is playing the silent game and waiting for a higher bid. Increase the offer and get the deal done. https://twitter.com/i/web/status/2014429226888286325 https://twitter.com/i/web/status/2014429226888286325"
X Link 2026-01-22T20:05Z [----] followers, [----] engagements

"Seeing a lot of $SEZL hype on here lately. Growth in transaction revenue sounds great until you realize they are destroying their users on late rescheduling and failed payment fees. $33.5 million out of the $59 million was from that last quarter🤯 Do yourself a favor and look into the leader with a MOAT in this space $KLAR https://twitter.com/i/web/status/2014439521115398235 https://twitter.com/i/web/status/2014439521115398235"
X Link 2026-01-22T20:46Z [----] followers, [---] engagements

"This was made with AI right So SaaS has to be a dead sector right 😅 $ADBE : Pepsi has released its official Super Bowl commercial stealing Coca-Colas legendary polar bear. The soda wars are back 😭😭 https://t.co/N12sls79xR : Pepsi has released its official Super Bowl commercial stealing Coca-Colas legendary polar bear. The soda wars are back 😭😭 https://t.co/N12sls79xR"
X Link 2026-01-29T17:55Z [----] followers, [---] engagements

"$AMZN to invest up to $50 billion into OpenAI 💰 The money keeps pouring in 📈"
X Link 2026-01-29T20:40Z [----] followers, [---] engagements

"Investors must be missing this part of the earnings call from $MSFT. There is a supply constraint which is not a shock but if they allocated all their GPUs towards Azure the growth would have surpassed 40%. They have the customers they need the capacity. This dip should get eaten up quickly. https://twitter.com/i/web/status/2016977093230309775 https://twitter.com/i/web/status/2016977093230309775"
X Link 2026-01-29T20:49Z [----] followers, [---] engagements

"@BrizGz This is what Warner wants is a bid war but I do believe they would rather offload the entire business. In terms of financing i dont think itd be an issue for paramount to get access to additional funding"
X Link 2026-02-05T11:54Z [----] followers, [--] engagements

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