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@TheShortBear Avatar @TheShortBear THE SHORT BEAR

THE SHORT BEAR posts on X about $meli, ai, $bn, $mstr the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks #5292 finance #3082 cryptocurrencies XXXXX% technology brands XXXX% automotive brands XXXX% countries XXXX%

Social topic influence $meli #4, ai 4.84%, $bn #10, $mstr #327, liquidity #130, $iwm #3, $fico #5, $ibb #9, inflation #995, $se #2

Top accounts mentioned or mentioned by @realsimpleariel @theonelanceb @kketav @the_investor @edum3800 @thesturdybear @l21086651 @stockmarketnerd @mathieu660 @charliedotts @medina159952 @madeinborsacom @tradetheaction @navang25 @makvanasanjsy34 @leveragehippo @selling4premium @palentrade @stockstormx @lordoftheswing

Top assets mentioned MercadoLibre Inc (MELI) Brookfield Corporation (BN) Strategy (MSTR) Fair Isaac, Corp. (FICO) Sea Limited (SE) BITMINE IMMERSION TECH (BMNR) ETHA Lend (ETHA) UnitedHealth Group (UNH) NuCypher (NU) Goldman Sachs (GS) Tesla, Inc. (TSLA) SPDR GOLD ETF (GLD) Alphabet Inc Class A (GOOGL) Ethereum (ETH) Centene Corp (CNC) Uber Technologies, Inc. (UBER) PayPal Holdings Inc (PYPL) Bitcoin Incognito (XBI)

Top Social Posts

Top posts by engagements in the last XX hours

"First slide from the global equities paper by Schroeder. Unprofitable companies have been the one of the best performing group this year. Even wilder companies with no revenue have outperform all groups by a minimum factor of 2x Its all about AI or fluff this year"
X Link 2025-10-20T23:02Z 182K followers, 73K engagements

"Goldman Sachs on Ex-AI vs AI"
X Link 2025-12-04T22:28Z 182K followers, 21.2K engagements

"Sentiment seems to be a hawkish cut today. Let's see"
X Link 2025-12-10T16:04Z 182K followers, 26.8K engagements

"The riskiest thing to do is not take risks in your 20s. The 20s are made to fail and try again. This is true from a societal perspective as well as cash responsibilities time energy Compounding leads to an exponential loss of potential as you grow older if you dont take action. If its you on your own with nothing to lose why arent you giving it your all"
X Link 2025-11-24T18:25Z 182K followers, 78.2K engagements

"Logarithmic charts are probably the most underrated chart types of all. (Chart setting) For multi hundred percent gainers over time the chart does not fully reflect the compounding path a stock took. A chart might be up XX% over X years and completely dwarf the 10k%+ already accomplished beforehand. When it comes to figuring out when to buy compounders such as $BN $FICO or big picture ides like $ETH logarithmic charts tell the whole story"
X Link 2025-11-29T01:38Z 182K followers, 56K engagements

"$MSTR = $TSLA in Jan 2023 Extension lower without real capitulation into a few days of consolidation breakdown and reclaim into a major bounce. Remember back then everyone was calling $TSLA bankrupt and a 0"
X Link 2025-12-01T18:15Z 182K followers, 78.9K engagements

"Just wild how fast small caps adjusted to the new wide-stop algo traders. What used to be put everything into the bid became put everything into the offers until 100-200% higher for guaranteed liquidity (or XXX% higher after-hours for swingers). $TGL prime example but we saw many more. No inefficiency stays forever the market is in an unstoppable mission to close out big outsized alpha. The biggest mistake you can make in markets is think your edge will be here forever. The actual goal is to maximize your edge in a safe manner and constantly be on the lookout for new opportunities. Now more"
X Link 2025-12-05T21:10Z 182K followers, 39.5K engagements

"The SEC on bringing everything on chain"
X Link 2025-12-06T02:03Z 182K followers, 20.7K engagements

"Schroeder showing us its not an everything bubble. We likely have time for the/a bubble to expand. -Lower rates -QT end (-QE likely start) -New pro-growth FED chairman -Trump openly stating he wants markets higher - $IWM 5y breakout - $IBB 5y breakout - $GLD $SLV 5y+ breakout Everything you look at points towards a risk-on and inflation hedge led market into 2026. Now add to it Blockchain and AI and you have a very potent mix"
X Link 2025-12-09T00:06Z 182K followers, 26.8K engagements

"Do not underestimate a time-stop on ideas. Trades have a shelf life they breathe. The best trades bring interest at a specific time for a specific thing on tight supply. When you miss either of the three you are missing a big piece of the puzzle. Now investments are different earnings growth over time creates a drift to match it. A trade to me is similar to a water hose the catalyst is the water flowing the diameter of the tube is the liquidity it can take (market cap/float) and the demand is the water pressure. The bigger the catalyst the more demand and the faster it wants to flow. In the"
X Link 2025-12-09T00:34Z 182K followers, 39.7K engagements

"$SE $MELI added. $SE near double up here for me"
X Link 2025-12-09T20:08Z 182K followers, 55.2K engagements

"Right into the catalysts. You'll never want to buy when you need to even when you are ready. That's true for most of dip buys specifically. Long way to go but this Crypto reaction was perfect off of the liquidity injection. Still very early in this trade $MSTR was just the cherry on top"
X Link 2025-12-02T19:39Z 182K followers, 78.2K engagements

"Liquidity rate cuts. QT ends QE equivalent starts"
X Link 2025-12-10T19:29Z 182K followers, 18.9K engagements

"$GOOGL first to $5T market cap Gemini X just dropped and I believe it opened the path for Google to become the most valuable company in the world. The biggest factor of the release was seeing that Gemini X success wasn't based on NVDA chips but on their own TPUs. Google's development of the Tensor Processing Unit (TPU) is the strategic long-term weapon designed to dismantle the current high-cost dominance of general-purpose GPUs and position GOOGL as the indispensable cost-advantaged infrastructure layer for the global AI revolution. The core of this thesis is a calculated power play:"
X Link 2025-11-19T22:07Z 182K followers, 231.1K engagements

"$BMNR Lets do some math. No way around the fact this has been a brutal selloff. Based on the XXXXXX million shares outstanding (as of November XX 2025) the current stock price of $XXXXX is now almost exactly aligned with the Net Asset Value per share $XXXXX based on 3.6mm ETH at $2700. Lets just assume for a second that this is a big shakeout before macro tailwinds take effect: rate cuts and potential QE all while banks accumulate transactions per second expands and adoption starts to go parabolic into 2030. The Market Cap to NAV (MNAV) is currently XXXXX i.e. $26.00/$25.31 NAV effectively"
X Link 2025-11-23T03:07Z 182K followers, 111.6K engagements

"Funny enough $MSTR discount vs NAV is about the amount they raised via their Convertible Debt (about $8.2b since 2020). Perhaps the market telling a story about what it wants from such players. Interesting times"
X Link 2025-12-01T17:47Z 182K followers, 30.1K engagements

"Started a long on $ETHA today the best current proxy for $ETHUSD. Backwind now aligning with good risk reward creating a high enough EV for me to get involved. This will ideally turn into a pyramided position over time. More to follow on thesis soon. Should we want to fail quickly I have no problem cutting it"
X Link 2025-10-27T16:36Z 182K followers, 108.9K engagements

"For those wondering what my portfolio looks like into 2027-28: X. Ethereum as the base for new age of commerce ( $ETHA $BMNR) X. Ecommerce and digitalization in Latin America ( $MELI $SE $NU) X. Healthcare insurance recovery ( $UNH $CNC) X. Long term compounders stabilators ( $FICO $BN) There are spaces and stocks I am looking at attentively and for which I am waiting for an eventual entry. Sidenotes: $SE was added into the portfolio under XXX during this dip. $PDD was cut for now simply because I think the EV is higher in my recent adds and addition to the portfolio but I am more than happy"
X Link 2025-11-24T15:46Z 182K followers, 84.1K engagements

"Add 3: (added both in March and April)"
X Link 2025-11-26T17:07Z 182K followers, 11.1K engagements

"Why I have been buying inflation & risk-on assets into this dip after selling in October. Very similar behavior to the $IBB $XBI and $IWM dip back at the start of the year"
X Link 2025-11-28T18:46Z 182K followers, 74K engagements

"@charliedotts Yes but the multiples and overall market is about 50-70% cheaper than at the dot com top"
X Link 2025-12-09T00:25Z 182K followers, XXX engagements

"Disaster the dramatic drawdown the painful reversal of fortune the failed strategies and idea is not the exception. it is the natural inevitable friction of any high-stakes venture. Every one of us will face moments when the fundamentals we trust are questioned and the bottom line is bleeding. The vast majority of the world operates under the delusion that absolute seamless success is the expected norm. They are unprepared for the depth of the valley only perceived by those who try something worthwhile. Our true value our competitive advantage is not established during the bull run. It is"
X Link 2025-11-21T17:01Z 182K followers, 90.1K engagements

"Not much to do but wait for the portfolio to develop. In the meantime I will take a few trades here and there that provide the treasury to grow and eventually be deployed. A few examples below. Mostly just absorbing and accumulating $ETH $UNH and $MELI these days"
X Link 2025-12-08T22:35Z 182K followers, 38.8K engagements

""We are out of consensus early and in size. That would result in an estimated Fed buying of at least $XX billion a month "for natural balance sheet growth purposes" and another $XX billion a month to reverse the reserve over drain for at least the first X months" -BofA research on QE"
X Link 2025-12-09T00:14Z 182K followers, 23.4K engagements

"By the time it opens up everyone has forgotten about it. And all of the sudden people realize it wasn't weakness but accumulation. Sluggish action into opening up creates massive squeezes. First little sign of life now we need a 200ema reclaim. I will soon switch to weekly charts and just sit and wait for logical pyramiding spots"
X Link 2025-12-09T16:39Z 182K followers, 41.4K engagements

"I do not think people fully realize how bullish small caps via $IWM look. 5y+ breakout"
X Link 2025-12-10T19:35Z 182K followers, 88.6K engagements