@The_Pro_Invest Avatar @The_Pro_Invest The Pro

The Pro posts on X about ai, dividend, in the, $srad 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 23.01% stocks 15.04% technology brands 7.08% countries 4.42% cryptocurrencies 3.54% fashion brands 1.77% automotive brands 1.77% currencies 1.77% social networks 0.88%

Social topic influence ai 6.19%, dividend 3.54%, in the 3.54%, $srad 2.65%, growth 2.65%, the first 2.65%, stocks 2.65%, ipo #163, $eeft 1.77%, $nomd 1.77%

Top accounts mentioned or mentioned by @levelsio @mikefritzell @blondesnmoney @jakebarfield @jakubhajost @undrvalue @firstadopter @taobanker @pegasusfund @dertmax @returnsjourney @renesellmann @pandawatch88 @aggiecapitalist @tidefallcapital @investlikeiroh @johnhuber72 @gvtmonaco @samdblond @doejistar

Top assets mentioned Sportradar Group AG (SRAD) Euronet Worldwide Inc (EEFT) Nomad Foods Limited (NOMD) Lululemon Athletica Inc (LULU) Adobe, Inc. (ADBE) Tesla, Inc. (TSLA) Factset Research Systems, Inc. (FDS) Versant Media Group, Inc. Class A Common Stock (VSNT) Global Payments Inc (GPN) Fiserv Inc (FISV) H&R Block, Inc. (HRB) D-Wave Quantum Inc. (QBTS) Microsoft Corp. (MSFT) Innovative Solutions & Support (ISSC) SAFE DEAL (SFD) Tyson Foods, Inc. (TSN) Lamb Weston Holdings Inc (LW)

Top Social Posts

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

"@taobanker I buy their products and I like them. Don't find such a large price difference to generic. The stock is v cheap. Always some narrative that makes an industry/stock discounted. They do 10% private label. Similar price action to Frosta AG & Glanbia PLC prior to their re-rating"
X Link 2026-01-18T21:19Z [---] followers, [---] engagements

"$8113.T Unicharm"
X Link 2026-01-19T12:25Z [---] followers, [---] engagements

"When a "quality" company trades back close to single digit multiple there's some narrative so bad around it or industry that everyone see it but nobody wants it. Lots of examples in my port these days. $GPN $EEFT $NOMD $FISV $ADBE $LULU. always some narrative/scare that pushes val to single digits. https://twitter.com/i/web/status/2013320819854733511 https://twitter.com/i/web/status/2013320819854733511"
X Link 2026-01-19T18:41Z [---] followers, [---] engagements

"Share buyback math. Framework for buybacks from some of the most competent capital allocators: Next PLC ($NXT.L)'s [----] annual report. The stock was trading at single digit LTM/NTM PEs while growing mid-teens. https://twitter.com/i/web/status/2013570777233211876 https://twitter.com/i/web/status/2013570777233211876"
X Link 2026-01-20T11:14Z [---] followers, [---] engagements

"@EquityBrian Too many to list $SRAD $PAX.ST $CDLR.NO $TNIE.DE $INPST.NL $KSI.CA"
X Link 2026-01-24T10:46Z [---] followers, [----] engagements

"@blondesnmoney I'm also hiding in Japanese small caps small cap insurance companies undervalued foods Latam airlines and banks spa operators and weird European family owned companies"
X Link 2026-01-30T19:10Z [---] followers, [--] engagements

"@GlobalStockPick @pandawatch88 Who was buying 2801.T Kikkoman at 50x FWD 🤷"
X Link 2026-01-31T17:06Z [---] followers, [--] engagements

"@PegasusFund Should trade at a discount like a closed end up or investment company (ie EXOR)"
X Link 2026-02-02T12:30Z [---] followers, [---] engagements

"@PegasusFund Should say "closed end fund" in my comment above. Autocorrect failure. Prosus is the one I had in mind thanks"
X Link 2026-02-02T13:26Z [---] followers, [--] engagements

"@AggieCapitalist Fun fact: WMT trading at the same Fwd PE (45x) as 1999"
X Link 2026-02-03T21:58Z [---] followers, [--] engagements

"@levelsio @Tesla Paying this price for $TSLA is the equivalent of a buyer offering you to buy all your websites for $220k MRR * [--] * [----] = $40.5M. Good deal for you the owner but questionable deal for the buyer"
X Link 2026-02-05T17:11Z [---] followers, [----] engagements

"That's quite a negative reaction for declaring a dividend FactSet $FDS 😂 Nice try AI Think again and this time use real data from a provider like FDS or SPGI or something"
X Link 2026-02-05T18:57Z [---] followers, [----] engagements

"15x sales (before any costs) is high. Top decile quality SaaS. 15x earnings is median historical for most S&P companies but that's after costs. If we are talking earnings after high costs Tesla is at something like x367.8 last [--] month earnings or x189.9 next [--] months estimated earnings. The narrative is that earnings will explode due to more sales at same cost or massive cost reduction. Or that they won't then the stock price will collapse once interest fades"
X Link 2026-02-05T22:14Z [---] followers, [----] engagements

"@BourbonInsider Factset $FDS HR Block $HRB"
X Link 2026-02-07T22:21Z [---] followers, [---] engagements

"@wolfejosh ATMs at Pizza shops are still a thing Pretty bullish for my Euronet $EEFT 😆"
X Link 2026-02-07T22:37Z [---] followers, [---] engagements

"@TidefallCapital Paul Singer & Chip Wilson we need a new CEO at $LULU"
X Link 2026-02-07T22:46Z [---] followers, [----] engagements

"Luxury hotel inflation for @levelsio Hyperbaric oxygen therapy and dry-float beds to cater to wealthy travellers growing preoccupation with their own longevity magnesium plunge pools pressotherapy and vibration sound beds "Revenue per available room: a key measure of growth in the industry" at ultra-luxury hotels jumped [----] per last year more than three times the annual growth rate for the wider hotel sector according to figures from analytics company CoStar shared with the FT. That growth came as average daily rates for an ultra-luxury room climbed to an all-time high of $1245 up more than"
X Link 2026-02-08T10:08Z [---] followers, [--] engagements

"@levelsio https://www.ft.com/content/94dfcbb3-6f61-4ee5-808a-dfa10d5d2f55 https://www.ft.com/content/94dfcbb3-6f61-4ee5-808a-dfa10d5d2f55"
X Link 2026-02-08T10:08Z [---] followers, [--] engagements

"Beneish M-Score famously flagged Enron (Ticker "ENRNQ04") as a manipulator. Around July [----] the M-Score was around [----] indicating a high probability of manipulation. A Beneish M-Score of greater than [-----] signals that the company is likely to be a manipulator. GuruFocus latest quarterly data:"
X Link 2026-02-08T10:20Z [---] followers, [---] engagements

"When moats get attacked: In Oz SaaS land Pro Medicus is caught up in the current repricing"
X Link 2026-02-08T10:26Z [---] followers, [---] engagements

"@MikeFritzell Check out the repricing in PRO MEDICUS LTD(PME:AU)"
X Link 2026-02-08T10:27Z [---] followers, [--] engagements

"QBTS D-Wave Quantum too lol"
X Link 2026-02-08T10:41Z [---] followers, [---] engagements

"@truflation Damn AI is going after CPI too not just SaaS"
X Link 2026-02-08T10:45Z [---] followers, [----] engagements

"@KeithTradeSmith Try it for something repriced long term like Tobacco stocks/non-ESG from [----] onward"
X Link 2026-02-08T11:01Z [---] followers, [--] engagements

"@KoyfinCharts $SRAD $OSW"
X Link 2026-02-08T22:58Z [---] followers, [---] engagements

"Another public shareholder rug-pull in PE land. InPost SA ($INPST) getting acquired by PE consortium for 15.60/share a 17.3% premium to Friday's closing. PE NTM 21.6x EV/S NTM 2.6x EV/EBITDA NTM 8.1x Company is growing EPS / EBITDA at a clip of 30%pa. Half my basis is over the acquisition price but luckily followed the "losers average losers" guideline and caught the falling knife during repricing at 10/share which saved this position. https://twitter.com/i/web/status/2020796291387671029 https://twitter.com/i/web/status/2020796291387671029"
X Link 2026-02-09T09:45Z [---] followers, [---] engagements

"@pandawatch88 Some people see ESG/Tobacco vibes. It's trading at single digit PE down from 80x. Kenneth Dart (pretty much owns the Cayman Islands big chunk of BTI) owns now 21.1% of $EVO.AB and increasing size. I guess the 1.1B FCF on a 10.8B market cap 10% FCF yield is juicy "
X Link 2026-02-09T09:51Z [---] followers, [--] engagements

"@Jake___Barfield Ridiculous rug pull"
X Link 2026-02-09T11:24Z [---] followers, [---] engagements

"@mvcinvesting I guess Superbowl watching investors are not too impressed with vibecoding SaaS"
X Link 2026-02-09T17:49Z [---] followers, [--] engagements

"@blondesnmoney State of Wyoming has 1% of their port in this BUT what's up with the insiders and controlling shareholder Not even 10b5-1 trx"
X Link 2026-02-09T23:44Z [---] followers, [----] engagements

"@jakubhajost @investlikeiroh @Jake___Barfield INPST was [----] a few weeks ago. If deal falls through it can certainly go down (a lot) because of the shareholder structure (53% the ones making the deal now)"
X Link 2026-02-10T10:34Z [---] followers, [--] engagements

"@jakubhajost @investlikeiroh @Jake___Barfield SI was only 2.3% when stock was sub [--] but believe what you want that's why it's a free market"
X Link 2026-02-10T10:58Z [---] followers, [--] engagements

"Long or Short here The MAs are 8/13/21/63 EMAs on the daily chart"
X Link 2026-02-11T17:12Z [---] followers, [--] engagements

"@JohnHuber72 Investors have short memories. Huge variance is what the market has valued these over the last decade. Who is to say they won't touch 10x (again)"
X Link 2026-02-11T17:19Z [---] followers, [----] engagements

"@JBierne ADBE PAYC CEIX or PAX"
X Link 2026-02-11T18:55Z [---] followers, [--] engagements

"Ratings indices and financial data. Long term view. EV/EBITDA NTM"
X Link 2026-02-11T22:57Z [---] followers, [--] engagements

"@MonacoGTM Is there a Polymarket/Kalshi on days before the @GvtMonaco files a lawsuit against y'all"
X Link 2026-02-11T23:54Z [---] followers, [----] engagements

"@samdblond Ridiculous name. Next time as Chat/Gemini/Claude for a better suggestion 😂 MC gov will get a nice domain out of this one. @GvtMonaco"
X Link 2026-02-11T23:56Z [---] followers, [--] engagements

"@SethCL (C) FactSet. I'll worry when I start seeing (C) Claude/Chat/Gemini Data Systems"
X Link 2026-02-12T00:14Z [---] followers, [---] engagements

"@samdblond That's a ridiculous choice for a name/brand. Could have chosen Nigeria or United Kingdom or USA as your brand 🙄"
X Link 2026-02-12T00:22Z [---] followers, [---] engagements

"@Nietschecapital Only a matter of time until someone comes over to eat their lunch with margins like those. At 22x FWD EV/S for 30% sales growth that's a lot of hope. See Base Rates: https://www.morganstanley.com/im/en-us/institutional-investor/insights/consilient-observer/bayes-and-base-rates.html https://www.morganstanley.com/im/en-us/institutional-investor/insights/consilient-observer/bayes-and-base-rates.html"
X Link 2026-02-12T01:03Z [---] followers, [---] engagements

"Further to this a n=1 anecdotal thing I've noticed is that the "rotation"/flows in the US are mirrored in Japan. If you look under the hood of the TOPIX/N225 you will find a similar flow out of tech/SaaS into industrials materials energy staples which goes toward @BenKizemchuk's point that this is a HF/institutional degrossing event rather than flows changing sectors. https://www.jpx.co.jp/english/markets/indices/realvalues/index.html#::text=Top%20of%20Page-TOPIX%20Sector%20Indices-Name"
X Link 2026-02-12T01:09Z [---] followers, [---] engagements

"Hikari Tsushin is about 1/3rd the market cap and they are growing 15-20% via a quasi CSU/Berkshire strategy where they buy recurring revenue businesses not exclusively software more brick and mortar and not always majority. They hold [---] positions+ is micro/smal/mid caps and have an IRR of 17% annualized lapping the Topix a few times over. I recommend listening to @Jake___Barfield podcast with the CEO. https://twitter.com/i/web/status/2021758151352054021 https://twitter.com/i/web/status/2021758151352054021"
X Link 2026-02-12T01:28Z [---] followers, [---] engagements

"@pitdesi Lame"
X Link 2026-02-12T02:49Z [---] followers, [--] engagements

"@BluthCapital Great observation. The market did not buy the subscription cloud model. For those who remember Macromedia and Dreamweaver (and Flash) they were going to take over the web. Macromedia Dreamweaver (which Adobe bought) was the first WYSIWYG editor akin to "vide coding" for HTML"
X Link 2026-02-12T10:22Z [---] followers, [--] engagements

"Another interesting note is that $ADBE was not the first to offer SaaS but they were the first major company to do it. Salesforce (1999) Concur (2001) and NetSuite (1998) did it first note the years Large cap success came in [----] after Adobe (2011) and then Microsoft (2013) started to do it. https://twitter.com/i/web/status/2021893616537387089 https://twitter.com/i/web/status/2021893616537387089"
X Link 2026-02-12T10:26Z [---] followers, [---] engagements

"@blondesnmoney With Claude Code who needs IBKR"
X Link 2026-02-12T16:37Z [---] followers, [---] engagements

"Value vs. Growth - Weekly - Long Term View. Start of mid [----] like rotation"
X Link 2026-02-12T16:44Z [---] followers, [--] engagements

"@NickTimiraos Why is the WS consensus much higher than Nowcast esp in Core"
X Link 2026-02-12T16:50Z [---] followers, [----] engagements

"@gnoble79 The amount of hate and hubris in the replies just tells me George is right. Also mad respect to Fidelity and Peter Lynch"
X Link 2026-02-12T17:06Z [---] followers, [---] engagements

""Hey Claude fix this airplane engine." Long $ISSC. Blow out earnings"
X Link 2026-02-12T19:07Z [---] followers, [---] engagements

"Getting spicy on the valuation but the earnings are backing it up"
X Link 2026-02-12T19:08Z [---] followers, [--] engagements

"https://kailashconcepts.com/white-papers/best-charts-2025/ https://kailashconcepts.com/white-papers/best-charts-2025/"
X Link 2026-02-12T22:34Z [---] followers, [--] engagements

"Weren't unrealized gains always taxed in Netherlands due to box [--] regime Sort of like a wealth tax where the gov said "You should be getting 7.5% return this year no matter what you got we will slap regular income tax on this deemed return" The real change is that they are now going to use the actual return instead of the deemed return no https://twitter.com/i/web/status/2022082331071160748 https://twitter.com/i/web/status/2022082331071160748"
X Link 2026-02-12T22:56Z [---] followers, [----] engagements

"@undrvalue Was it a secret at 20x sales a couple years ago No buybacks to offset SBC no dividend yield no acquisitions just relentless insider selling"
X Link 2026-02-12T23:39Z [---] followers, [---] engagements

"@stoitz @evfcfaddict 10% Cap Gains tax. 15% dividend tax. Eu wide. Wishful thinking"
X Link 2026-02-13T01:17Z [---] followers, [--] engagements

"@Quartr_App Wasnt AI supposed to replace SaaS 😂 yet the behemoth has to buy data from quartr fiscal spgi fds and morn. Ironic"
X Link 2026-02-13T01:47Z [---] followers, [---] engagements

"@MikeFritzell Value stocks at 20-30x FWD"
X Link 2026-02-13T10:20Z [---] followers, [--] engagements

"History doesn't repeat but it rhymes. Take a look at this older chart particularly in the Nifty Fifty's. Yes everything got crushed for a multitude of reasons but 90% of the S&P was trading at 6-7x PE down from 30x. I think there are two reasons why the broadening so far has been fairly benign. 1While the leadership has indeed been narrow its much less so than was the case during the late 1990s. Back then the index went up while most stocks went down. This time around most stocks are https://t.co/3DULmaIWzm I think there are two reasons why the broadening so far has been fairly benign. 1While"
X Link 2026-02-13T10:24Z [---] followers, [--] engagements

"@MikeFritzell On Koyfin: Barry 25.5x FWD PE Olympus 21.5x FWD PE Daikin 19.5x FWD PE I had Daikin but ultimately decided to sell on valuation. Rolled to Haier"
X Link 2026-02-13T10:28Z [---] followers, [--] engagements

"@DoejiStar Nowcast and alternative inflation measures much lower though. 0.23% for core"
X Link 2026-02-13T10:37Z [---] followers, [--] engagements

"The total value of Dutch household portfolio investments reached [-----] billion in the first quarter of [----] according to De Nederlandsche Bank (DNB). With approximately [---] million investing households this translates to an average of roughly [-----] per investing household. So this increases the box3 from some 2.2% of NLV (36% of 6%) to 2.9%-3.6% (36% of 8-10% long run stock returns). https://twitter.com/i/web/status/2022269672154968398 https://twitter.com/i/web/status/2022269672154968398"
X Link 2026-02-13T11:20Z [---] followers, [---] engagements

"@DertMax @ReturnsJourney Long Belgian Flemish side real estate 😂. no CGT but no trading either"
X Link 2026-02-13T12:26Z [---] followers, [--] engagements

"@DertMax @ReturnsJourney Wow I hadn't kept up https://kpmg.com/be/en/home/insights/2025/12/ctx-belgium-new-capital-gains-tax-on-financial-assets.html https://kpmg.com/be/en/home/insights/2025/12/ctx-belgium-new-capital-gains-tax-on-financial-assets.html"
X Link 2026-02-13T12:33Z [---] followers, [--] engagements

"@TidefallCapital Alternative view"
X Link 2026-02-13T13:53Z [---] followers, [---] engagements

"@taobanker $TSN $LW stocks prices down but not really that cheap yet. $SFD more interesting to me vertically integrated pork makers of Nathan's Famous Hot Dogs at 6.3x LTM EV/EBITDA vs. $NATH trading at 10x LTM EV/EBITDA"
X Link 2026-01-18T21:30Z [---] followers, [---] engagements

"@waterboystocks Missing $NOMD $VSNT $GAMB"
X Link 2026-01-24T10:43Z [---] followers, [---] engagements

"@Wallfacer_LuoJi Just ran a screen ex-SBC with % rev estimates NTM. Only value traps with some ok ones $DAVE $LYFT $PENG. I'm long $PENG decent after their pivot"
X Link 2026-02-12T02:04Z [---] followers, [----] engagements

"Since I run a quite value tilted portfolio I noticed a disconnect right after the Aug 22nd [----] Jackson Hole rally. After that value kept getting trashed into mid Nov [----] while meme/tech was running. It "felt" like big money was using certain sectors/factors as short funding even though short interest didn't seem unreasonably high. The reverse is happening now. https://twitter.com/i/web/status/2021934358240612404 https://twitter.com/i/web/status/2021934358240612404"
X Link 2026-02-12T13:08Z [---] followers, [--] engagements

"@firstadopter @undrvalue % off all time highs is a terrible indicator. Just because something is down 95% it does not mean it's a good buy. I see this all the time on FinTwit and this has been debunked by @mjmauboussin"
X Link 2026-02-13T22:39Z [---] followers, [---] engagements

"@undrvalue https://x.com/The_Pro_Invest/status/2022440635559755956 @firstadopter @undrvalue % off all time highs is a terrible indicator. Just because something is down 95% it does not mean it's a good buy. I see this all the time on FinTwit and this has been debunked by @mjmauboussin https://t.co/2aw78NFaDu https://x.com/The_Pro_Invest/status/2022440635559755956 @firstadopter @undrvalue % off all time highs is a terrible indicator. Just because something is down 95% it does not mean it's a good buy. I see this all the time on FinTwit and this has been debunked by @mjmauboussin"
X Link 2026-02-13T22:41Z [---] followers, [--] engagements

"@ReturnsJourney GREMS INC 3150.T ZIGEXN CO LTD 3679.T SOFTWARE SERVICE INC 3733.T RIKEN TECHNOS CORP 4220.T TAZMO CO LTD 6266.T RHEON AUTOMATIC MACHINERY CO LTD 6272.T JEOL LTD 6951.T RS TECHNOLOGIES CO LTD 3445.T Positions in all"
X Link 2025-11-12T12:37Z [---] followers, [---] engagements

"@QuietProsperity Definitely hard to see the bottom in valuations however most are still making good money. A lot of carnage in support/outsourcing $TEP.PA $FIVN $NICE all crushed to single digit multiples before Mr Market came for SaaS"
X Link 2026-01-14T16:07Z [---] followers, [---] engagements

"What a great read from @dede_eyesan on Global Underperformers. They looked at companies that underperformed in share price in the trailing years (more than -30% in the past year -40% in the past [--] years -50% in the past [--] years and -60% in the past [--] years). Highly recommended for anyone shopping for deals globally and as a warning for the compounder bros. "Remy Cointreau currently in a 82% 4-year drawdown was valued at 80x P/E Dominos Pizza Australia a pizza chain in a 81% 4-year drawdown had also peaked at 75x P/E" "highly priced quality franchises like Chipotle (56x P/E) Oriental Land (51x"
X Link 2026-01-19T12:22Z [---] followers, 18.9K engagements

"@anonymous3nibrv Humanoids might. $SRAD has data rights on this btw"
X Link 2026-02-12T19:16Z [---] followers, [--] engagements

"@MichaelKantro Violent move in Value vs. Growth"
X Link 2026-02-13T22:27Z [---] followers, [---] engagements

"@MikeZaccardi Nice design. Long $VSNT lol"
X Link 2026-02-14T01:36Z [---] followers, [--] engagements

"When you pay 75x for quality you might get [--] years of nothing with a -70% drawdown in between. @WalterDeemer Here's Walter's favourite chart of all time: $MCD from the 1970s and the office memo from [----] (mentioned at [-----] in this interview) https://t.co/KTVbyjYyRJ @WalterDeemer Here's Walter's favourite chart of all time: $MCD from the 1970s and the office memo from [----] (mentioned at [-----] in this interview) https://t.co/KTVbyjYyRJ"
X Link 2026-02-12T11:15Z [---] followers, [---] engagements

"@fkronawitter1 OK but these were trading at 30-40x fwd earnings up 75% in 1Y so maybe it's just an excuse to reprice these. I'm waiting until the market figures out WMT and COST are at 40-50x too and all the "AI job losses" might impact them"
X Link 2026-02-13T10:18Z [---] followers, [---] engagements

"@ReneSellmann Slightly misleading to say negative returns. They always paid out a high % of income to shareholders and had a couple of spin offs. Total return from IPO is 2.6x 5.6% CAGR including the dividend. It's actually a decent value deal now yield at 8.5%"
X Link 2026-02-14T22:45Z [---] followers, [---] engagements

"@charliebilello Long cruises and spas"
X Link 2026-02-14T14:45Z [---] followers, [---] engagements

"@antonwyro @PPLXfinance Add EPS/Revenue estimate squiggles ranges estimate increase/decrease like FinViz or Marketscanner have"
X Link 2026-02-15T11:53Z [---] followers, [---] engagements

"chatGPT Global Ratings gives it a B+ credit rating😂 Credit (today): B+ (speculative; liquidity strong debt low but structurally cash-burning + high business risk). Credit (post-IPO + preferred conversion as contemplated): BB- (still speculative; improved liquidity/runway and cleaner capital structure but profitability still distant). Profitability: D (currently) trend improving to C- if margin gains persist. Future outlook: Balanced / high-variance (good product-market signals implied by revenue growth and margin improvement but commercialization vs compute spend is the key swing factor)."
X Link 2026-02-15T18:49Z [---] followers, [--] engagements

"@ReneSellmann There's always FIG still trading at 10x sales for 20% sales growth already down -82% from IPO ;)"
X Link 2026-02-15T19:00Z [---] followers, [--] engagements

"@levelsio @X This is something that will happen in all social networks for comments and for the content. Reddit Youtube Insta TikTok"
X Link 2026-02-15T21:49Z [---] followers, [---] engagements

"$FFH $FFH.TO dumpster diving and found $UA"
X Link 2026-01-22T13:49Z [---] followers, [----] engagements

"Ohhhhh that's why Everyone started asking Claude AI how to invest 🤣"
X Link 2026-02-05T23:41Z [---] followers, [---] engagements

"$ENS Enersys is up 100% since May and still trading at 15x NTM PE. Long"
X Link 2026-02-07T22:07Z [---] followers, [---] engagements

"Degrossing Rotation to lower valuations Performance: sectors/indexes yesterday and MTD/YTD https://t.co/9Q8SqQa54F Performance: sectors/indexes yesterday and MTD/YTD https://t.co/9Q8SqQa54F"
X Link 2026-02-13T11:46Z [---] followers, [---] engagements

"Filed under "What happens to company trading at 33x NTM PE on 6% sales growth 11% EBITDA growth when narrative is disrupted""
X Link 2026-02-13T12:18Z [---] followers, [---] engagements

"What's the terminal value on high levered burgers at 30x NTM"
X Link 2026-02-13T13:53Z [---] followers, [---] engagements

"@DaBao_ @MikeFritzell @firstadopter Kalmar Olvi"
X Link 2026-02-15T10:36Z [---] followers, [--] engagements

"Do your developers ever travel outside SFO Why do they use GEOIP so much in the queries If they vacation to Thailand why are all answers like "As an investor in Thailand you might consider." and half the time I get answers in Arabic when sending a query from the Emirates lounge in DXB. Wtf. https://twitter.com/i/web/status/2023000925774688581 https://twitter.com/i/web/status/2023000925774688581"
X Link 2026-02-15T11:46Z [---] followers, [--] engagements

"There is a public company as a model for the AI LLM labs: Minimax $0100.HK / HKEX: [-----] IPO [---] HKD Opened at $235 HKD Current $680 HKD MINIMAX full year financial results on March [--] 2026"
X Link 2026-02-15T18:33Z [---] followers, [----] engagements

"@peakcooper I see you haven't tried chatGPT's macOS desktop app conversation search yet. You can 10x those numbers"
X Link 2026-02-15T18:52Z [---] followers, [---] engagements

""Hey AI unload this 1T pipe and move it onto the delivery truck""
X Link 2026-02-16T12:31Z [---] followers, [--] engagements

"Long $KALMAR.FI"
X Link 2026-02-16T12:32Z [---] followers, [--] engagements

"https://www.kalmarglobal.com/automation/robotic-portfolio/ https://www.kalmarglobal.com/automation/robotic-portfolio/"
X Link 2026-02-16T12:36Z [---] followers, [--] engagements

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