@TheRealDavey2 Avatar @TheRealDavey2 Davey

Davey posts on X about in the, if you, stocks, $humax 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 finance 26% stocks 7% countries 6% technology brands 5% travel destinations 2% social networks 2% vc firms 1% currencies 1%

Social topic influence in the 7%, if you 6%, stocks 5%, $humax #4, ai 5%, business 4%, $aeo 4%, american eagle 4%, goog 3%, company 3%

Top accounts mentioned or mentioned by @blondesnmoney @puppyeh1 @ecommerceshares @larryjamieson @longhorncapital @albomp @ronshamgar @alonzocthg @davidpocock @accruedint @jasonclaremp @plebcapital @awxjack @donweatherburn @rizviabul @fairausadv @rudiesbrother @realrickaus @australianja @a16z

Top assets mentioned American Eagle Outfitters (AEO) NVIDIA Corp. (NVDA) Uber Technologies, Inc. (UBER) Celsius Holdings, Inc. Common Stock (CELH) PepsiCo, Inc. (PEP)

Top Social Posts

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

"I have just voted [-------] shares FOR all resolutions at the upcoming $HUM.ax EGM on [--] February [----]. If you are a shareholder on Interactive Brokers you can vote your shares using the following format: [--]. The meeting date - (enter here) [--]. AGM or EGM - (enter here) [--]. ISIN - (enter here) [--]. The quantity of shares to vote - (enter exact number here) [--]. Voting direction (FOR/AGAINST) for EACH resolution - (enter here) [--]. Voting is final and will be no further change - (please confirm) [--]. Client will hold the stocks until the meeting date - (please confirm) [--]. In the event the company extended"
X Link 2026-01-29T00:04Z [----] followers, 18K engagements

"Another amazing quarter from $ATZ.to Aritzia. Beat and raise. 34% comparable sales growth 🤯. Tracking ahead of next quarter guide. This business has been shooting the lights out. Amazing to watch. Idk what to say. This is one of the best executing retail businesses I've ever seen at scale with a long growth runway still ahead of it. And it's still growing strongly in its saturated historical market of Canada with 29% revenue growth. "Phenomenal" quarter "Business firing on all cylinders" "what we're experiencing right now. it's as close to impeccable execution as you can get" "trends"
X Link 2026-01-09T01:07Z [----] followers, [----] engagements

"$CCP.ax submitted a NBIO for $HUM.ax on [--] November [----]. The HUM board has STILL not entered into a confidentiality agreement with CCP or granted due diligence access. HUM has an EGM on [--] February - i.e. in [--] weeks - with resolutions to replace existing directors. Don't wait to vote. VOTE NOW. https://twitter.com/i/web/status/2018455830480523464 https://twitter.com/i/web/status/2018455830480523464"
X Link 2026-02-02T22:45Z [----] followers, 14.8K engagements

"I feel like $XRO.ax should be a big beneficiary of AI. They are perfectly placed to build tax and general accounting AI products that they can then distribute to their huge customer base. I know when I contact my accountant the first thing they ask me to do is reconcile my Xero. However with a CEO who imo displayed shocking judgment with a big US acquisition I very much question whether they have the right jockey to ride this horse into the AI future. https://twitter.com/i/web/status/2018963924750909586 https://twitter.com/i/web/status/2018963924750909586"
X Link 2026-02-04T08:24Z [----] followers, [----] engagements

"@DavidPocock The answer isnt to raise the gas tax its to cut the beer tax. Get your grubby hands out of my froth dogs"
X Link 2026-02-12T06:29Z [----] followers, [----] engagements

"Atlassian stock is down 73% over [--] year. I suspect the funding for this will not last. https://www.afr.com/wealth/people/annie-cannon-brookes-goes-solo-with-huge-southern-highlands-venture-20260210-p5o16butm_source=afr-web&utm_medium=share_article&utm_campaign=wealth&utm_content=afralldigital&utm_term=product_feature https://www.afr.com/wealth/people/annie-cannon-brookes-goes-solo-with-huge-southern-highlands-venture-20260210-p5o16butm_source=afr-web&utm_medium=share_article&utm_campaign=wealth&utm_content=afralldigital&utm_term=product_feature"
X Link 2026-02-13T06:38Z [----] followers, [----] engagements

"If you hold $HUM.ax shares on Interactive Brokers to vote you need to go to: Message Center New Ticket click through to Contact Us send a message in the exact format below: I have just voted [-------] shares FOR all resolutions at the upcoming $HUM.ax EGM on [--] February [----]. If you are a shareholder on Interactive Brokers you can vote your shares using the following format: [--]. The meeting date - (enter here) [--]. AGM or EGM - (enter here) [--]. ISIN I have just voted [-------] shares FOR all resolutions at the upcoming $HUM.ax EGM on [--] February [----]. If you are a shareholder on Interactive Brokers"
X Link 2026-02-12T03:03Z [----] followers, [----] engagements

"Doing work on a stock doesn't entitle you to a return"
X Link 2024-01-10T12:00Z [----] followers, 15.7K engagements

"$HUM.ax proxies for the upcoming EGM must be overwhelmingly FOR rolling this Board. Vote if you haven't. The Chairman has a big stake we need to overcome. Every vote counts Panic stations at $HUM.ax Trying to show ASIC their governance is improving. https://t.co/nAFO1BepoA Panic stations at $HUM.ax Trying to show ASIC their governance is improving. https://t.co/nAFO1BepoA"
X Link 2026-02-12T04:48Z [----] followers, [----] engagements

"The headline is inaccurate. The proposal is to ban immigrants from terrorist controlled regions of certain countries not all immigrants from those countries. While sensible it would have a minor impact on overall immigration numbers. This policy doesnt win over voters leaning One Nation. The Liberal Party has proposed banning immigrants from [--] countries including Egypt Palestine and the Philippines in a leaked policy revealed by Sky News. https://t.co/7OIRLFo4CB The Liberal Party has proposed banning immigrants from [--] countries including Egypt Palestine and the Philippines in a leaked"
X Link 2026-02-16T03:38Z [----] followers, [----] engagements

"@blondesnmoney I'll take the other side. Going to be a giga flow of funds into GOOG"
X Link 2025-11-26T01:22Z [----] followers, [----] engagements

"@blondesnmoney The entire bear case was "AI is going to displace search". Narrative is shifting hard to "GOOG is winning in AI" This will play out until a model is dropped trained on NVDA's new chips which will surpass Gemini 3"
X Link 2025-11-26T01:25Z [----] followers, [---] engagements

"@accrued_int I don't think it's as contrarian as you think to buy $NVDA stock which is up 1240% in [--] years and down less than 15% from ATH"
X Link 2025-11-26T02:08Z [----] followers, [---] engagements

"I would like to present my proprietary research on $AEO American Eagle. This reflects hours of research deep company knowledge and broad industry understanding* A forensic reading of the company's most recent call transcript reveals an important under looked detail critical to valuation. Specifically the company has said that more tit ads are coming. This means that the company is deeply undervalued on a PTA basis price-to-tit-ads. Our proprietary modelling shows a direct correlation between P and N*TA (where N= number and TA= tit ads). Based on this bottoms up fundamental analysis we believe"
X Link 2025-11-26T02:40Z [----] followers, [----] engagements

"@longhorncapital"
X Link 2025-11-26T08:08Z [----] followers, [----] engagements

"Guys i'll save you $379. Burry thinks the AI stocks are a short. Wait until he's buying airlines after 9/11 again if you want some alpha"
X Link 2025-11-26T08:29Z [----] followers, [---] engagements

"@JasonClareMP Glad to see tradies taxes paying the debts of lawyers and doctors"
X Link 2025-11-27T06:57Z [----] followers, [---] engagements

"When you understand that the Labor party only has two objectives: (1) get elected; and (2) help the Unions none of these terrible policies are surprising. Now before you say it yes the Liberal party also has as its number [--] priority getting elected. The difference is the Liberals actually do try and govern sensibly. It's not their number [--] priority but it is a priority. Not so for Labor"
X Link 2025-11-27T12:26Z [----] followers, [---] engagements

"@longhorncapital Nothing illegal about retaining profits. Imagine the productivity collapse if you couldnt lol"
X Link 2025-11-28T23:29Z [----] followers, [---] engagements

"@plebcapital Why so bearish"
X Link 2025-12-01T00:05Z [----] followers, [---] engagements

"@awxjack How bad are you beating Ramp that he's slinging mud and threatening Senate subpoenas and Department of Treasury investigations You don't often see high profile investors making tacit admissions of corruption"
X Link 2025-12-02T04:51Z [----] followers, [----] engagements

"@ecommerceshares I laid it out for everyone here: https://x.com/TheRealDavey2/status/1993510110375952723s=19 I would like to present my proprietary research on $AEO American Eagle. This reflects hours of research deep company knowledge and broad industry understanding* A forensic reading of the company's most recent call transcript reveals an important under looked detail critical https://t.co/GFOCwkXsbT https://x.com/TheRealDavey2/status/1993510110375952723s=19 I would like to present my proprietary research on $AEO American Eagle. This reflects hours of research deep company knowledge and"
X Link 2025-12-02T22:09Z [----] followers, [----] engagements

"@puppyeh1 Second only to drinking an ice cold nama. Preferrably suntory"
X Link 2025-12-04T07:13Z [----] followers, [---] engagements

"Buffett who famously says to ignore macro factors changes his spending habits based on day to day market fluctuations. Buffett who holds $334 billion cash saved $0.22 for breakfast today because the market went down https://t.co/xMpChPq9Ll Buffett who holds $334 billion cash saved $0.22 for breakfast today because the market went down https://t.co/xMpChPq9Ll"
X Link 2025-12-06T05:59Z [----] followers, [----] engagements

"$AEO now up 29.50% in less than a month after I shared my deep dive scuttleboob proprietary research. Other accounts talk stocks I talk alpha. $AEO [--] days ago I presented my deep research on American Eagle. The stock is up 22% since. $AEO [--] days ago I presented my deep research on American Eagle. The stock is up 22% since"
X Link 2025-12-12T23:18Z [----] followers, [----] engagements

"What a hero"
X Link 2025-12-14T09:28Z [----] followers, [----] engagements

"The Bondi terrorist attack has exposed serious failings in Australia's gun laws. Changes that should immediately be implemented include: - no guns for non citizens - no guns for people on or family members of or associates of people on ASIO terrorist watchlists - guns only for farmers - gun licenses limited to [--] person per farm - maximum [--] guns (1 rifle; [--] shotgun) per licensee. Additional guns if required to be stored at local police station or similar secure facility. Maximum [--] guns in posession at a time. While changes to gun laws are necessary they are not a solution. Australian"
X Link 2025-12-15T07:40Z [----] followers, [----] engagements

"There's been a shocking lack of emotion shown from Anthony Albanese in the aftermath of the Bondi terrorist attack. Nothing but emotionless platitudes. His go-to line is that "we will not let this divide us". But there is a gaping divide in our society. We saw the divide in celebrations after October [--] we heard it in the chants we saw it in the banners in the pictures of terrorists held high as they marched on symbols of our nation. Our political leaders need to face uncomfortable truths and act decisively"
X Link 2025-12-15T12:51Z [----] followers, [----] engagements

"Amazing footage has emerged of a couple disarming one of the Bondi terrorists at the start of the attack. Sadly they were later shot dead. Amazing courage and heroism from these two"
X Link 2025-12-16T01:07Z [----] followers, [----] engagements

"He got access to [--] guns under Albanese. He travelled to the Philippines a known terrorist training ground with his son who was on an ASIO watchlist for links to an IS terrorist cell for [--] weeks under Albanese. Albanese not Howard or Morrison allowed anti-Semitism to fester and grow out of control after October 7"
X Link 2025-12-16T10:59Z [----] followers, [----] engagements

"@DonWeatherburn Your response would be to do nothing then given no policy/action could prevent it What a monster you are"
X Link 2025-12-16T12:05Z [----] followers, [---] engagements

"@RizviAbul @FairAusADV How about we don't let people into the country who are prone to being radicalised by things happening in the Middle East"
X Link 2025-12-17T00:56Z [----] followers, [--] engagements

"The Prime Minister's go-to platitude is to say that we will not let this divide us. That he says is what the terrorists wanted. No @AlboMP they wanted to kill Jews"
X Link 2025-12-17T07:45Z [----] followers, [---] engagements

"@rudiesbrother @realRick_AUS He's literally surrounded by media"
X Link 2025-12-17T12:21Z [----] followers, [--] engagements

"@AustralianJA Not concerned about Pro Palestine protests when it was politically expedient. Concerned now about Pro Palestine protests when it is politically expedient"
X Link 2025-12-18T07:06Z [----] followers, [---] engagements

"@blondesnmoney +S8% well done"
X Link 2025-12-20T00:28Z [----] followers, [---] engagements

"@a16z @mastersinvest @pmarca Very insightful. Marc has discovered interests"
X Link 2025-12-23T22:53Z [----] followers, [---] engagements

"@BillAckman @Uber"
X Link 2025-12-24T02:27Z [----] followers, [---] engagements

"@bowtiedstocks I keep hearing how good Noosa is. Any recs for where to stay with young kids"
X Link 2025-12-24T04:40Z [----] followers, [----] engagements

"@matt_barrie Paying tax has become a mandatory immoral act. Being coerced into directly funding fraudsters"
X Link 2025-12-31T09:29Z [----] followers, [----] engagements

"@joinyellowbrick @puppyeh1 @jefke00 Clearly not following my high alpha blog"
X Link 2026-01-03T00:14Z [----] followers, [---] engagements

"@RonShamgar @GavinSBaker @InvestLikeBest Well the difference is he has done many hours of long form podcasts. He's quite charismatic and good at marketing himself. Way more noise than signal though. Do you know his funds performance Id be shocked if hes beating the market"
X Link 2026-01-03T01:10Z [----] followers, [---] engagements

"@Larryjamieson_ @blondesnmoney If you arent up 40% ytd youre ngmi"
X Link 2026-01-04T21:32Z [----] followers, [---] engagements

"As mentioned now that mkts are open again I will do a no of deep dive 🧵 on Humm Group $HUM.AX. As you prob know I own 29mm shs here ($20mm AUD); and have (along w/ CSAM) called an EGM to effect Board Renewal that will be held on Feb [--] [----]. All details here: As mentioned now that mkts are open again I will do a no of deep dive 🧵 on Humm Group $HUM.AX. As you prob know I own 29mm shs here ($20mm AUD); and have (along w/ CSAM) called an EGM to effect Board Renewal that will be held on Feb [--] [----]. All details here:"
X Link 2026-01-05T05:12Z [----] followers, [----] engagements

"@AlboMP Albaneses refusal to call a Royal Commission into the Bondi terrorist attack and the rise of antisemitism in Australia is abhorrent contemptible and cowardly. He is putting politics ahead of the safety and lives of Australians. Albanese knows a Royal Commission would expose his failures and those of the Labor Party. He has calculated that the political backlash from refusing to act is preferable to the embarrassment and accountability a Royal Commission would bring. This is reprehensible conduct from a Prime Minister whose clear priority is to protect himself even at the expense of"
X Link 2026-01-06T01:48Z [----] followers, [--] engagements

"@Alonzo_CTHG Move in this name since the PME investment has been absolutely wild. At 240x NTM revenue now"
X Link 2026-01-07T02:34Z [----] followers, [---] engagements

"@Alonzo_CTHG Yeah and I guess it'll be 99% margin but valuation is pretty wild here not that it's trading on valuation. Just pure raw uncut momentum"
X Link 2026-01-07T02:38Z [----] followers, [--] engagements

"@AltaFoxCapital Me submitting a shitco in the hopes Connor bids it up"
X Link 2026-01-07T22:22Z [----] followers, [---] engagements

"@orrdavid @iBladesi @Mr_Neutral_Man I need to step up my chair game. Any recs"
X Link 2026-01-09T04:47Z [----] followers, [--] engagements

"@federalreserve Wen taco"
X Link 2026-01-12T05:40Z [----] followers, [---] engagements

"@blondesnmoney"
X Link 2026-01-12T22:00Z [----] followers, [---] engagements

"The commies in Melbourne must have nabbed Jeremy. Blink twice if you're under duress @puppyeh1 All jokes aside first impression of Melbourne (admittedly in perfect weather) is its pretty great. Maybe I need to stop deriving my world view too much from X All jokes aside first impression of Melbourne (admittedly in perfect weather) is its pretty great. Maybe I need to stop deriving my world view too much from X"
X Link 2026-01-17T05:01Z [----] followers, [----] engagements

"Just under [--] months ago I initated a position in a business I would never have heard of but for Twitter. Today the unrealised profit is $667k. The value of this community is remarkable"
X Link 2020-06-30T07:00Z [----] followers, [--] engagements

"Bought a house in Sydney today. May God have mercy on my soul"
X Link 2021-05-15T01:18Z [----] followers, [--] engagements

"FY21 +157% It was a target rich environment. Missed a lot of opportunities I shouldn't have. Position sizing still needs work. Grateful to all the investors I've met through Twitter who talk stocks with me 🙌. This year I'm thinking about publicly sharing more on my holdings"
X Link 2021-07-06T01:44Z [----] followers, [--] engagements

"In some recent personal news I paid a lot of money for a commodity asset with a poor ESG history"
X Link 2021-11-24T02:18Z [----] followers, [---] engagements

"Sold the last of my $CELH for a 25-bagger. I think the company has huge growth opportunities ahead of it but my original thesis has fully played out valuation is no longer cheap growth is slowing and there are transitional risks moving to Pepsi. Best of luck to shareholders"
X Link 2022-08-11T00:11Z [----] followers, [--] engagements

"1/n🧵The investing wisdom of Winnie the Pooh While Pooh Bears love of honey is well known few know that he is a great investor. This thread will share some of Poohs investing wisdom with you. Pooh is a strong advocate of buy and hold investing popularised by Warren Buffett saying that Doing nothing often leads to the very best of something"
X Link 2024-01-24T02:42Z [----] followers, 21.4K engagements

"To think - I have the power to wipe hundreds of billions of dollars off $NVDA's valuation and all I have to do is purchase one share"
X Link 2024-02-22T11:34Z [----] followers, 26.1K engagements

"My son was born this month [--] year ago. While his gains are greater than mine I'm happy to say I haven't missed a single dinner or bath time because of work"
X Link 2024-03-28T05:17Z [----] followers, 13K engagements

"@BruKli_USA @joshbecker659 That was a dream as evidenced by him holding Mariko's cross which we see him later drop into the sea. He doesn't have any flash forwards after doing so. He accepts his fate that he will stay in Japan"
X Link 2024-04-24T00:37Z [----] followers, [----] engagements

"@thestustustudio They look exactly as I imagined lmao"
X Link 2024-05-07T06:14Z [----] followers, [----] engagements

"After a combined [---] years of benefiting from the cheap and abundant energy provided by oil two elder people demand a harder life for current and future generations. 🚨 BREAKING: JUST STOP OIL BREAK MAGNA CARTA GLASS 🔥 Reverend Dr Sue Parfitt [--] and Judy Bruce [--] then glued their hands together demanding an emergency plan to just stop oil by [----]. ✈ Donate to help us take action at airports this summer https://t.co/R20S8YQD1j https://t.co/uYMsvULce2 🚨 BREAKING: JUST STOP OIL BREAK MAGNA CARTA GLASS 🔥 Reverend Dr Sue Parfitt [--] and Judy Bruce [--] then glued their hands together demanding an"
X Link 2024-05-11T00:57Z [----] followers, [----] engagements

"@c_k_lynch Why are you in a car that looks like it would have a horn you have to squeeze"
X Link 2024-06-27T12:01Z [----] followers, [----] engagements

"Another FY in the bag. Time to count the chips. Can't complain with the performance but a few big missed opportunities this year unfortunately"
X Link 2024-06-29T23:42Z [----] followers, 20.1K engagements

"@LHSummers The opportunity for price controls. The opportunity for bread lines"
X Link 2024-08-23T23:04Z [----] followers, [---] engagements

"@AutismCapital This guy is so hilarious imagine not wanting [--] more years"
X Link 2024-10-09T21:38Z [----] followers, [----] engagements

"$KSPI buys 65% of $HEPS at an implied value of $5.36 per share shares trading at $3.85 pre market. 39% spread. Assume this deal will close and KSPI will buy out minorities at some point. In the meantime HEPS minority shareholders get to benefit from KSPI's expertise"
X Link 2024-10-18T10:37Z [----] followers, 10.9K engagements

""We've never had a black female president. I still have to pay taxes.""
X Link 2024-10-26T02:18Z [----] followers, 83.8K engagements

"@misha_saul The Amish showing up to vote"
X Link 2024-11-05T12:16Z [----] followers, 40.8K engagements

"Australians don't want this. What's the best most leveraged way to bet on a Labor loss at the next election Overseas students Kiwis & backpackers are flocking into Australia inflating net migration numbers to record highs as the government attempts to prevent it from becoming an election issue A record [-----] international students arrived in Australia in September compared with Overseas students Kiwis & backpackers are flocking into Australia inflating net migration numbers to record highs as the government attempts to prevent it from becoming an election issue A record [-----] international"
X Link 2024-11-12T22:09Z [----] followers, [----] engagements

"@purplepingers @VictoriaPolice"
X Link 2024-12-05T23:34Z [----] followers, 49K engagements

"@LukeWolgram I'm eyeing $PME.ax on a potential re-rating from 250x to 500x earnings"
X Link 2024-12-27T21:59Z [----] followers, [----] engagements

"@AMAZlNGNATURE With a saw and axe - it's literally in the video"
X Link 2025-01-21T22:24Z [----] followers, [----] engagements

"Chalmers and Albanese are trying to push through their tax on unrealised capital gains on changes in super portfolio value above $3m. This is your reminder that politicians with defined benefit schemes have exempted themselves from this tax (by allowing it to be deferred thereby avoiding all the cash flow problems and loss of compounding). Albanese's defined benefit is worth $6.5m by my calculations. @GeoffWilsonWAM @TheAustralian @FinancialReview"
X Link 2025-02-04T22:49Z [----] followers, 20.8K engagements

"It's surprising how poor the quality of most stock writeups is. There is ample resources available to learn from. Most writeups are characterised by a repetition of management talking points unsupported assertions that the company is "quality" and a complete lack of any analysis. The thesis often boils down to nothing more than hope. Valuations tend to be along the lines of "if it grows at 20% pa for [--] years and trades at 10x EBIT it's a double" without explaining why it will grow at 20% or why it deserves a 10x multiple"
X Link 2025-03-03T00:38Z [----] followers, 58.3K engagements

"The 47% tax rate kicking in at $190k is probably about $100k earlier than it should be. Country is so cooked"
X Link 2025-04-02T01:25Z [----] followers, 73.8K engagements

"Should probably kick in at $500k tbh"
X Link 2025-04-02T01:26Z [----] followers, [----] engagements

"@chamath The market is forecasting a recession you dummy. The bottom 50% who don't own stocks will be the ones unemployed and lining up at soup kitchens"
X Link 2025-04-05T05:19Z [----] followers, [----] engagements

"We don't bottom until someone writes up cash on VIC"
X Link 2025-04-07T00:34Z [----] followers, [----] engagements

"@SocialPowerOne1 Lol the RJK Jr one is pretty good"
X Link 2025-04-07T03:18Z [----] followers, 13.1K engagements

"@tunguz You can just say naval"
X Link 2025-04-11T01:52Z [----] followers, 11.1K engagements

"1/n I don't often write up investments but today I'm going to profile an undiscovered growth gem. Recent market fluctuations and tariff turmoil mean that investors have yet to catch on to the massive growth inflection this investment is undergoing. The future looks very bright"
X Link 2025-05-26T02:27Z [----] followers, 12.5K engagements

"@Larryjamieson_ Pay a good price Do nothing Stock hits crazy valuation Do nothing you're a long term investor Stock round-trips your purchase price Sell"
X Link 2025-07-13T11:31Z [----] followers, [----] engagements

"It is genuinely mind blowing how bad Gmail search is. No matter what you search it seemingly returns every email you've ever received"
X Link 2025-07-23T04:33Z [----] followers, [----] engagements

"Repeat after me: funds management is a marketing business. Show me a worse track record than this guy Fucking disgusting that hes a billionaire. Absolute grifter. https://t.co/eL27ccArBD Show me a worse track record than this guy Fucking disgusting that hes a billionaire. Absolute grifter. https://t.co/eL27ccArBD"
X Link 2025-08-24T01:11Z [----] followers, 11.2K engagements

"@NatedawgO7 The solution is to cut the welfare not increase taxes"
X Link 2025-08-26T07:54Z [----] followers, [----] engagements

"$AEO [--] days ago I presented my deep research on American Eagle. The stock is up 22% since. I would like to present my proprietary research on $AEO American Eagle. This reflects hours of research deep company knowledge and broad industry understanding* A forensic reading of the company's most recent call transcript reveals an important under looked detail critical https://t.co/GFOCwkXsbT I would like to present my proprietary research on $AEO American Eagle. This reflects hours of research deep company knowledge and broad industry understanding* A forensic reading of the company's most recent"
X Link 2025-12-03T23:04Z [----] followers, [----] engagements

"@ecommerceshares I think the selloff makes sense given the earnings miss by gold today"
X Link 2026-01-30T22:19Z [----] followers, [---] engagements

"@ecommerceshares One thing that I've learned in markets is that its never priced in until it obviously is and even then itll run more"
X Link 2026-01-30T23:42Z [----] followers, [---] engagements

"@RonShamgar even if vote fails hopefully we can tender to CCP and force a sale/bidding war between CCP and AA. Best value will come from rolling the board though imo"
X Link 2026-02-03T01:34Z [----] followers, [---] engagements

"No surprise the RBA hikes rates. The Albanese Labor Government has done quite literally nothing to address inflation. They have actually been throwing fuel on the fire with massive Government spending"
X Link 2026-02-03T03:38Z [----] followers, [----] engagements

"The SaaSmageddon has longer to run. The narrative that AI will compete with software incumbents is only just taking hold and will take time to run its course in markets. This will eventually give way to the realisation that in many cases AI competitors simply so not have the distribution. Many SaaS incumbents are ideally positioned to push AI products of their own. This is a massive test for SaaS CEOs. Will they embrace AI or be left behind Most will be found wanting"
X Link 2026-02-04T05:09Z [----] followers, [----] engagements

"@JasonPhill40479 Dont worry $MU is cheap while you wait"
X Link 2026-02-04T05:17Z [----] followers, [---] engagements

"I hate this framing - the idea that peoples money is "forgone revenue""
X Link 2026-02-05T09:08Z [----] followers, [---] engagements

"If the market starts valuing $GOOG like a railway - instead of a search business that biannually the market thinks is being disrupted and going to zero - the multiple is going way up. The trillion dollar question for $GOOG shares is: what multiple will investors assign to a business that will burn through $50 billion in cash this year And this isn't a one-off capex binge. this is a permanent shift in the business model from a capital light compounder to The trillion dollar question for $GOOG shares is: what multiple will investors assign to a business that will burn through $50 billion in"
X Link 2026-02-05T10:18Z [----] followers, [----] engagements

"@valuedrift David Sacks is in charge of AI. No risk admin shifts neg"
X Link 2026-02-06T02:51Z [----] followers, [---] engagements

"@taobanker $CARG any view on why the incremental EBITDA margins are trending in the wrong direction Incrementals in the 60-70% range dropped to 43% last Q and guide is for like 28% (32% if u exc wind down cost)"
X Link 2025-11-26T03:06Z [----] followers, [---] engagements

"$PTM.ax how do you turn this around Kerr isn't coming back. Seems to me it needs to be bought out by a GQG or similar and the investment teams replaced by the acquirer. Career risk of recommending Platinum funds too high"
X Link 2024-03-26T23:36Z [----] followers, [----] engagements

"@Larryjamieson_ Aus/NZ disc spend is going to be absolutely smashed. 100% chance of recession imo"
X Link 2023-06-26T04:11Z [----] followers, [----] engagements

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