@TradingPulseX Avatar @TradingPulseX TradingPulse X

TradingPulse X posts on X about ai, $docn, this is, market 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 47.59% finance 19.31% technology brands 18.62% countries 5.52% cryptocurrencies 4.14% financial services 2.07% luxury brands 1.38% exchanges 0.69%

Social topic influence ai 20.69%, $docn 7.59%, this is 6.21%, market 5.52%, $igv 5.52%, $pcor #1, software #3217, $crm 4.83%, agentic #874, $snow #39

Top accounts mentioned or mentioned by @unusualwhales @happybulltrader @stealthqe4 @jmkinvests @carlzha @notanotherquant @diatslapltr @dgsommersmkts @investwithintel @shanesportfolio @ojinvests05 @amktparticipant @mrderivatives @beijingdai @themoneybuddy @drp825 @toddstradeeasy @peoplewish @tasha463726 @swellforlife

Top assets mentioned DigitalOcean Holdings, Inc. (DOCN) Procore Technologies, Inc. (PCOR) Salesforce Inc (CRM) Snowflake Inc. (SNOW) Shopify Inc (SHOP) ServiceTitan, Inc. (TTAN) TERADATA CORPORATION (TDC) Alphabet Inc Class A (GOOGL) Now Coin (NOW) Factset Research Systems, Inc. (FDS) SPDR S&P [---] ETF Trust (SPY) GUIDEWIRE SOFTWARE, INC. (GWRE) Datadog Inc (DDOG) Autodesk Inc (ADSK) GitLab Inc. (GTLB) SailPoint, Inc. (SAIL) Rubrik, Inc. (RBRK) Clearwater Analytics Holdings, Inc. (CWAN) Synopsys, Inc. (SNPS) Helium IOT (IOT) Veeva Systems, Inc. (VEEV) Atlassian Corporation PLC (TEAM) Crowdstrike Holdings Inc (CRWD) Netskope, Inc. (NTSK) JPMorgan Chase (JPM) NVIDIA Corp. (NVDA) UiPath, Inc. (PATH) Intuit Inc. (INTU) Blend Labs, Inc. (BLND) Everclear (CLEAR) Tyler Technologies, Inc. (TYL) Viacoin (VIA) AppFolio, Inc. Class A (APPF) Cloudflare, Inc. (NET) Hims & Hers Health, Inc. (HIMS) ELYSIA (EL) Toast, Inc. (TOST) SPX6900 (SPX) HUBSPOT, INC. (HUBS) MongoDB, Inc. (MDB) Zscaler Inc (ZS) Klaviyo, Inc. (KVYO)

Top Social Posts

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

"Vertical SaaS with deep industry expertise creates defensible moats outperforming horizontal peers. $VEEV The dominant operating system for the life sciences industry. $GWRE Essential platform for the P&C insurance vertical. $PCOR Construction OS with new CEO driving a strong turnaround narrative. $TTAN End-to-end platform digitizing the home services trade industry. $TOST Dominant restaurant OS integrating payments payroll and inventory. $MANH Supply-chain software leader using services to prove AI's tangible value. https://twitter.com/i/web/status/2013276595428167955"
X Link 2026-01-19T15:45Z [---] followers, [---] engagements

"$TDC is up 17% pre-market They raised cashflow guidance ARR came in above estimates $TDC pure AI Infrastructure play like $SNOW $SNOW reports in [--] weeks My favourite [--] Software AI Infrastructure names are $SNOW $DOCN $TDC My favourite [--] Software AI Infrastructure names are $SNOW $DOCN $TDC"
X Link 2026-02-11T12:53Z [---] followers, [---] engagements

"Valuation de-risked. NTM EV/Sales: 9.9x. 3-year avg: 11.5x. 1-year avg: 13.4x . 40% off all-time highs. 26% off YTD. The multiple is no longer the debate. $SHOP"
X Link 2026-02-12T13:50Z [---] followers, [--] engagements

"The new AI power circle"
X Link 2026-02-14T13:10Z [---] followers, [---] engagements

"If the 'News' is bullish and the price action is weak believe the price. The news is just marketing"
X Link 2026-02-12T11:00Z [---] followers, [--] engagements

"Don't buy the 'AI Wrapper.' Buy the company building the power plant"
X Link 2026-02-12T13:00Z [---] followers, [--] engagements

"Bottom line: Business is firing. AI fears are overdone. Multiple is fine. This is the definition of attractive entry point . $SHOP"
X Link 2026-02-12T13:52Z [---] followers, [---] engagements

"The story here is the pivot to "AI-led productivity." With the construction industry facing a labor shortage of [------] workers Procore is positioning itself not just as software but as a source of "digital coworkers" via their new Procore AI (Helix + Datagrid). The market is irrational to sell this Vertical SaaS. $PCOR"
X Link 2026-02-14T03:30Z [---] followers, [---] engagements

"We are not trading 'AI adoption.' We are trading the speed at which AI renders 'knowledge work' obsolete"
X Link 2026-02-14T14:20Z [---] followers, [---] engagements

"$SPX $DJIA $IWM $QQQ Who is ready for today's short squeeze"
X Link 2026-02-13T13:33Z [---] followers, [---] engagements

"Macquarie's investment thesis they are bullish on infrastructure software $TEAM $ADSK $CRWD $DDOG $GTLB $HUBS $KVYO $MDB $NOW $PCOR $CRM $SNOW $ZS"
X Link 2026-02-13T14:20Z [---] followers, [---] engagements

"$BX looks pretty exposed here"
X Link 2026-02-13T14:40Z [---] followers, [---] engagements

"I have initiated a new "Disruption Short" basket in the past week. The sector: Professional Services & Data. The catalyst: Agentic AI capability. The market is currently pricing in a "soft landing" for these companies. I am pricing in USELESS." Name #1: FactSet $FDS The Bull Case: "AI will help analysts work faster." The Bear Case: "AI replaces the need for a $40k/year terminal." The Reality: I just built a complex comp model in minutes using Claude. The terminal value is crashing. The Trade: FDS trades at 3x Sales. In a disruption scenario this goes to 0.5x. The Structure: Click Link in Bio"
X Link 2026-02-14T14:38Z [---] followers, [---] engagements

"@JMKInvests What's your take on them and how long do you want to hold it"
X Link 2026-02-15T13:59Z [---] followers, [--] engagements

"@The_Money_Buddy Preserving liquidity and avoiding lifestyle creep is the best form of risk management"
X Link 2026-02-15T14:45Z [---] followers, [--] engagements

"@drp825_ High-beta volatility and selective leadership mean the market is sniffing out the real growth. The tape is telling us there should be continual regime change"
X Link 2026-02-16T02:17Z [---] followers, [--] engagements

"@ToddsTradeEasy I agree compounding works but The 8% return is a beta consensus trade. I look for the asymmetry that beats it"
X Link 2026-02-16T02:26Z [---] followers, [--] engagements

"@notanotherquant The consensus is focused on backward data. If real-time inflation is already sub-1% the market is pricing in a massive policy error by the Fed. That divergence creates the asymmetry for the next big move"
X Link 2026-02-16T02:30Z [---] followers, [--] engagements

"@DiaTSLAPLTR Credit is the canary in the coal mine"
X Link 2026-02-16T10:18Z [---] followers, [--] engagements

"My top [--] software names for [----] $SAIL $RBRK $TDC $APPN $BL"
X Link 2025-12-19T15:37Z [---] followers, [---] engagements

"$SAIL has a wider moat than most software names coupled with good quants This company can easily double and be worth $20bln"
X Link 2025-12-22T15:02Z [---] followers, [---] engagements

"Software stocks didn't benefit from generative AI Agentic AI is a different beast. Results are already visible For example $CWAN 800+ AI agents deployed across $10 trillion in assets delivering 90% reductions in manual reconciliation and 80% faster regulatory reporting The market underestimates the effects of agentic AI on the software sector. Get ready https://twitter.com/i/web/status/2008550371615273329 https://twitter.com/i/web/status/2008550371615273329"
X Link 2026-01-06T14:45Z [---] followers, [---] engagements

"$NTSK is newest IPO in the cybersecurity space They are market leader in Security Service Edge $JPM is bullish ''As we enter an AI and Agentic era we anticipate that the associated sophistication velocity and magnitude of API-based traffic and resulting accelerating expansion of attack surfaces will add fuel to secular tailwinds already in play. In our view Netskope is well positioned to benefit with its next-gen API-focused architecture'' https://twitter.com/i/web/status/2009981381787668774 https://twitter.com/i/web/status/2009981381787668774"
X Link 2026-01-10T13:31Z [---] followers, [---] engagements

"Synopsys $SNPS s technicals are about to changelook at the chart below and ZOOM in. Synopsys a DUOPOLY has been hated since its September [----] implosion. The chart is NOW saying this is about to change. Forget the chipmakers. The most powerful AI stock is the one that sells the blueprints to all of them. Synopsys doesn't compete with $NVDA Nvidia; it enables it. The biggest debate is price. The stock trades at a high P/E (74x). Some models show it could be over 11% overvalued. The bet is that its growth and moat justify the premium. Any stumble in execution or a slowdown in chip R&D spending"
X Link 2026-01-12T12:25Z [---] followers, [----] engagements

"These are my favourite [----] software growth stocks that can easily 2x to 3x this year Cybersecurity $SAIL $NTSK $RBRK $OS Agentic AI $PATH $GTLB $SNOW $TDC Software for a robotics Capex boom $SNPS $CDNS"
X Link 2026-01-12T13:41Z [---] followers, [----] engagements

"$SNPS is trading firmly above its middle Bollinger Band this breakout confirms the trend; fundamentally it's a direct bet on the entire industry's R&D spend which is exploding due to AI and semiconductor sovereignty"
X Link 2026-01-18T16:05Z [---] followers, [----] engagements

"$ADSK another SaaS trying to rally out of this bottom price action. Better watch the SaaS $IGV tickers carefully. They are moving Look at $NOW $INTU $GWRE etc Use cases for specialized software The productivity boom is coming $ADSK $BLND $CLEAR $CWAN $GWRE $INTU $IOT $TTAN $TYL $VIA Source: Wells Fargo https://t.co/AnQ0kULN09 Use cases for specialized software The productivity boom is coming $ADSK $BLND $CLEAR $CWAN $GWRE $INTU $IOT $TTAN $TYL $VIA Source: Wells Fargo https://t.co/AnQ0kULN09"
X Link 2026-01-22T15:02Z [---] followers, [---] engagements

"How to take advantage of this sell-off in $IGV SaaS Easy Look for SaaS companies whose customers aren't technologically advanced enterprises because these enterprises might build their own AI agents My pick : $PCOR (construction management SaaS)"
X Link 2026-01-25T13:56Z [---] followers, [---] engagements

"When these kind of headlines hit front page news sentiment is about to flip. $PCOR $IGV $NOW $PATH $GTLB If you havent started to accumulate any software names here is your cue to do so. $S $GTLB $RBRK $TEAM $TTAN $APPF $PCOR https://t.co/PEbhWPWIH3 If you havent started to accumulate any software names here is your cue to do so. $S $GTLB $RBRK $TEAM $TTAN $APPF $PCOR https://t.co/PEbhWPWIH3"
X Link 2026-01-26T06:47Z [---] followers, [---] engagements

"I am buying the SaaS dip My [--] favourite names to buy TODAY are $CRWD $PCOR $TTAN These names have been wrongfully dragged down with the sector"
X Link 2026-01-26T13:50Z [---] followers, [----] engagements

"SaaS with high FCF margins $VRSK $BSY $NOW $DOCU $DBX $CRM $PTC $VEEV"
X Link 2026-01-26T14:00Z [---] followers, [---] engagements

"$APPF earnings call That doesn't sound good at all While 81% of managers feel positive and 77% expect to increase unit counts up from 65% a year ago this optimism is tempered by a persistent performance gap rising operating costs and pressure on occupancy rates continue to challenge the bottom line https://twitter.com/i/web/status/2017182340716638315 https://twitter.com/i/web/status/2017182340716638315"
X Link 2026-01-30T10:25Z [---] followers, [---] engagements

"Out of 100s of names in the software application industry which has been selling off like crazy there is at least one name $PTRN that is holding up well. Worth a look. $XLK $IGV"
X Link 2026-01-30T13:31Z [---] followers, [---] engagements

"Microsoft's $625B AI bet is now a balance sheet time bomb. Nvidia's stalled $100B deal exposes more than OpenAI's cash crunch. It directly threatens the valuation of Microsoft's 27% stake now carried at a volatile "Net Asset Value" on its balance sheet. The double exposure: Income Statement: $281B of Azure backlog revenue depends on OpenAI. Balance Sheet: The OpenAI stake is now marked to market. Its value hinges on the same shaky financing. The next move could be a multi-billion dollar loss if OpenAI's valuation cracks. Microsoft didn't just partner with OpenAI. It merged its financial"
X Link 2026-01-31T15:20Z [---] followers, [---] engagements

"Who is buying the dip on $IOT They have a wide moat due to their proprietary data sets Unlikely to be disrupted by AI"
X Link 2026-02-02T13:19Z [---] followers, [----] engagements

"$OKTA Surges on Return to High-Growth Software Okta provides cloud-based identity and access management solutions securing connections between people and technology. Close: $88.13 (+4.32%) After Hours: $88.18 (+0.06%) Key Takeaways: Sector Rotation: Investors rotated back into high-growth software stocks as tech markets rebounded. Market Momentum: Nasdaq climbed 0.6% bouncing back from Friday's selloff. Volume Spike: Above-average trading volume suggests strong institutional participation. Earnings Setup: Stock positioning ahead of major tech earnings from Amazon Google and AMD this week. The"
X Link 2026-02-03T02:53Z [---] followers, [---] engagements

"Bloodbath for software stocks today Jesus Christ $IGV"
X Link 2026-02-03T17:31Z [---] followers, [---] engagements

"Sentiment in software is so nuclear right now its better to wait after earnings. Paying nearly 20x sales leaves no margin for error. If the AI trade slows down or they miss a beat the downside is violent. $NET $IGV BTIG Upgrades $NET to Buy from Neutral PT $199 Analyst comments: "Over the last couple of weeks we spoke to five partners with a view on $100MM+ in combined annual NET sales. Our field checks were consistently strong on multiple fronts. We think the companys long-term growth https://t.co/yA8JNDNsWZ BTIG Upgrades $NET to Buy from Neutral PT $199 Analyst comments: "Over the last"
X Link 2026-02-04T12:17Z [---] followers, [---] engagements

"$DOCN is massively outperforming the software sector The more AI agents the more they make They monetize high-value software services alongside raw compute with over $20.00 million in revenue per megawatt significantly higher than competitors like CoreWeave This is a screaming buy https://twitter.com/i/web/status/2019038089013047712 https://twitter.com/i/web/status/2019038089013047712"
X Link 2026-02-04T13:19Z [---] followers, [----] engagements

"Massive software selloff and $DOCN is up That tells you something"
X Link 2026-02-04T14:25Z [---] followers, [---] engagements

"Why not be long $DOCN and short $CRM No sector risk"
X Link 2026-02-04T14:41Z [---] followers, [---] engagements

"One of the ways I trade is to take advantage on all phases of price movements. You can see we long $DOCN and short $CRM. We want to take advantage of a ticker in the same sector that is being an outlier despite terrible sentiment and we also want to take advantage of the negative sentiment in the same SaaS sector that is currently under the AI story attack. In all scenarios of volatility we have a plan for it. https://twitter.com/i/web/status/2019243464110813678 https://twitter.com/i/web/status/2019243464110813678"
X Link 2026-02-05T02:55Z [---] followers, [---] engagements

"This is what long / short equity can take advantage of. Long $DOCN / Short $CRM. Removes sector volatility. Follow for more"
X Link 2026-02-05T03:13Z [---] followers, [---] engagements

"3 must-have Market Neutral trading skills everyone should know: Executing Long/Short Pairs Instead of just betting on direction bet on relative strength. Go long the outperformer ( $DOCN ) and short the underperformer ( $CRM ). This allows you to profit from the spread between two assets rather than hoping the whole market goes up. Removing Sector Volatility Stop letting macro moves dictate your PnL. By taking opposing positions in the same sector you neutralize sector risk. As the chart notes this strategy "removes sector volatility"if the whole market crashes your long and short positions"
X Link 2026-02-05T13:00Z [---] followers, [---] engagements

"$DDOG is another name that sold off with its sector although it is actually benefitting from Agentic AI It provides specialized monitoring necessary for agents to function reliably in production environments"
X Link 2026-02-06T15:26Z [---] followers, [----] engagements

"$DOCN up 8% today This is what long / short equity can take advantage of. Long $DOCN / Short $CRM. Removes sector volatility. Follow for more. https://t.co/Pj6PCwJlL2 This is what long / short equity can take advantage of. Long $DOCN / Short $CRM. Removes sector volatility. Follow for more. https://t.co/Pj6PCwJlL2"
X Link 2026-02-06T19:07Z [---] followers, [---] engagements

"@Peoplewish Vibe coders need a place to host their apps especially the more technical apps. The more people use vibe coding to build more apps the more people should use $DOCN"
X Link 2026-02-07T14:59Z [---] followers, [--] engagements

"@tasha463726 Its a modern gold rush. The only certain winners are the ones selling the shovels. It is rational to own the chokepoint of the entire economy"
X Link 2026-02-08T03:30Z [---] followers, [--] engagements

"@SwellForLife Rationality is a lifelong habit. The beauty is in the constant acquisition of wisdomgetting a little smarter every day until the end"
X Link 2026-02-08T03:48Z [---] followers, [--] engagements

"@masarufund I prefer a business that runs smoothly without constant restructuring. If they have to cut this deep it suggests a lack of discipline at the top"
X Link 2026-02-08T03:53Z [---] followers, [--] engagements

"@orryano Betting on a total collapse is a dangerous trade. The Dollar is the cleanest dirty shirt in the laundry because the capital markets are the deepest. Trade the trend not the end of the world"
X Link 2026-02-08T07:49Z [---] followers, [--] engagements

"@BeginInvestor $IREN is a great name that has been sold down along with crypto. It is moving away from crypto as shown in the latest earnings call. They are the AI Power Gap Play"
X Link 2026-02-08T10:13Z [---] followers, [--] engagements

"@Mariusz_Invest Why buy plastic when you can buy ownership You are teaching them the power of deferred gratification. That lesson is worth more than any toy"
X Link 2026-02-08T10:50Z [---] followers, [---] engagements

"Most people think learning Semiconductor manufacturing takes a PhD. But I can explain the AI edge in [--] seconds. The Problem: AI models need data. Fast data. Data centers are running out of bandwidth. The Solution: We need [--] things: HBM3e/4 Memory: Stacking memory chips vertically (up to [--] layers). Advanced Packaging: Connecting chips tighter than ever (TSV etch). Optical Transceivers: Replacing copper wires with lasers for speed (800G and 1.6T). The Plays: Companies in these three verticals ( $LRCX $MU $AAOI) are producing at capacity. They have pricing power. The Opportunity: Don't buy the"
X Link 2026-02-08T15:57Z [---] followers, [---] engagements

"@HappyBullTrader Watch out for the volatility"
X Link 2026-02-09T08:35Z [---] followers, [--] engagements

"@martyyyn_s $ASML $GOOG $AMD $SCHD good names"
X Link 2026-02-09T08:42Z [---] followers, [--] engagements

"@steady_profits Its about time. Theyve been in the dumps dealing with $HIMS growth and competition vs $LLY"
X Link 2026-02-09T08:43Z [---] followers, [---] engagements

"@advisors_abcz $GOOG"
X Link 2026-02-09T09:50Z [---] followers, [--] engagements

"People think trading AI infrastructure is buying the big names such as $NVDA $AVGO. This is the "Safe" trade. What it actually is: Finding the smaller players that are critical to the supply chain but trading at a massive discount. My latest trade idea: Applied Optoelectronics $AAOI The Setup: They make the optical transceivers needed for AI data centers. They are retrofitting U.S. facilities to scale 800G production. They are already preparing for the next gen: 1.6T transceivers. The Valuation: The sector trades on 12x Sales. AAOI trades on 5x Sales. Why Either the market thinks something is"
X Link 2026-02-09T12:20Z [---] followers, [---] engagements

"$JPM says the $IGV sell-off is overdone ''These generalist money flows are invoking more knee-jerk selling which is being exacerbated by index arbitrage basket selling programmatic de-grossing cross-correlation factor contagion and a passive flow liquidity vacuum''"
X Link 2026-02-09T13:30Z [---] followers, [--] engagements

"$MNDY weak guidance SaaS just can't catch a break In all fairness work management platforms don't have the widest moat"
X Link 2026-02-09T13:42Z [---] followers, [---] engagements

"$SNOW is a clear AI Infrastructure play and therefore an AI winner AI Infrastructure companies are companies that own a part of infrastructure needed to run Agentic AI"
X Link 2026-02-09T14:00Z [---] followers, [---] engagements

"My favourite [--] Software AI Infrastructure names are $SNOW $DOCN $TDC"
X Link 2026-02-09T14:45Z [---] followers, [---] engagements

"The Software selloff is justified for a few names but infrastructure Software should be a clear winner benefitting from commoditization My [--] top picks are $SNOW $TDC"
X Link 2026-02-09T15:00Z [---] followers, [---] engagements

"@JP_Money_95630 The getting is good for $TSM. The basic building block of AI"
X Link 2026-02-10T05:34Z [---] followers, [--] engagements

"@dgsommersmkts It depends on the personality and circle of competence of the person"
X Link 2026-02-10T12:51Z [---] followers, [--] engagements

"🚨 $MCO and $SPGI are falling pre-market The AI disruption trade is far from over"
X Link 2026-02-10T12:52Z [---] followers, [---] engagements

"$FDS is going to zero There is nothing in fattest you can't build in Claude cowork"
X Link 2026-02-10T12:57Z [---] followers, [---] engagements

"Claude is amazing ran a few things on $DOCN Looks like $FDS is going to 0"
X Link 2026-02-10T13:30Z [---] followers, [---] engagements

"$DDOG up 14% and $UPWK down 20% AI Infrastructure is heavily outperforming traditional SaaS"
X Link 2026-02-10T13:42Z [---] followers, [---] engagements

"My price target for $FDS is $3 They are properly fvcked"
X Link 2026-02-10T14:33Z [---] followers, [---] engagements

"@Real_Money_Blog Also emerging markets play as well such as $EEM"
X Link 2026-02-12T03:52Z [---] followers, [--] engagements

"$SHOP Shopify is down YTD -26% and yet the results are stellar. Analysts upgrading. $2B buyback announced. This is not a warning signits a setup"
X Link 2026-02-12T13:46Z [---] followers, [---] engagements

"$2B buyback. First major repurchase authorization in years. Management stepping in with balance sheet support. $SHOP"
X Link 2026-02-12T13:51Z [---] followers, [---] engagements

"@StockNotebook Pinterest's value proposition to retailers was optional. It's a nice to have not a need to have"
X Link 2026-02-14T06:33Z [---] followers, [--] engagements

"@Money_WiseX 'Passive' doesn't mean no work"
X Link 2026-02-15T14:10Z [---] followers, [--] engagements

"@Shan_Specter Congrats and may it keep flowing long into the future"
X Link 2026-02-15T14:35Z [---] followers, [--] engagements

"@investwithintel $GOOG"
X Link 2026-02-16T02:38Z [---] followers, [--] engagements

"@AshyCompounds @cashflow_king94 congrats great numbers"
X Link 2026-02-16T02:44Z [---] followers, [--] engagements

"@realstockfox Cut the expenses. Invest. Invest. Invest"
X Link 2026-02-16T04:30Z [---] followers, [--] engagements

"Cheers @alc2022 [--] grand booked now in $DUOL puts The turkeys are slaughtered and served early this year"
X Link 2025-11-06T15:09Z [---] followers, [----] engagements

"Use cases for specialized software The productivity boom is coming $ADSK $BLND $CLEAR $CWAN $GWRE $INTU $IOT $TTAN $TYL $VIA Source: Wells Fargo"
X Link 2026-01-21T13:45Z [---] followers, [----] engagements

"Stop buying GPU shovel sellers. Buy the company that makes the shovels work 10x faster. $NET is up +15% premarket after earnings. Cloudflare $NET just proved you can win the AI wave without spending billions on CapEx. The Problem: Hyperscalers are in the business of buying GPUs and renting them back to you. They have zero incentive to make AI workloads efficient. The Cloudflare Solution: They optimize the code so you get 10x the work off the same GPU. "We only charge you for the actual work that's getting done." Q4 Results: [--]. Rev: $614.5M (+34%) [--]. Op Margin: 14.6% [--]. Pool of Funds Contracts"
X Link 2026-02-11T13:13Z [---] followers, [---] engagements

"$FVRR I can't think of another name that'll be so heavily disrupted Buying the July [--] strike [--] puts for [--] cents will give you a [--] for one if it goes bust"
X Link 2026-02-11T15:08Z [---] followers, [---] engagements

"$IGV This is how Institutions are trading the software sell-off Source : Deutsche Bank"
X Link 2026-02-13T14:00Z [---] followers, [---] engagements

"@alextheinvstor Whatever makes you do more trade more; you can be sure that is exactly what $HOOD wants you to do"
X Link 2026-02-15T13:56Z [---] followers, [--] engagements

"@HappyBullTrader $GOOGL it is"
X Link 2026-02-15T14:26Z [---] followers, [--] engagements

"@BeyondThe_Dip Good shoet article. $AMAT 's earnings has been impressive. And $LITE is a great pick too"
X Link 2026-02-15T14:30Z [---] followers, [--] engagements

"@HappyBullTrader They also own around 10% of Anthropic. They are going to make a boatload when both SpaceX and Anthropic ipo"
X Link 2026-02-15T14:32Z [---] followers, [--] engagements

"@ShanesPortfolio We have Space X Potentially Anthropic OpenAI A year of mega mega ipos"
X Link 2026-02-15T14:43Z [---] followers, [--] engagements

"@Ojinvests05 If only $HIMS can diver on this it would be fantastic"
X Link 2026-02-15T14:59Z [---] followers, [--] engagements

"@MoneyMindset_X Rational people accumulate assets. If you are poor it is usually because you failed to learn the basic math of money and compounding"
X Link 2026-02-16T12:26Z [---] followers, [--] engagements

"AI is a STRUCTURAL TAILWIND not a threat. Mizuho & Canaccord: Shopify is the infrastructure layer for agentic commerce. OpenAI Google MSFT are building ON TOP of SHOPs rails . Orders from AI search queries up 15x since Jan [--] . $SHOP $GOOG $MSFT"
X Link 2026-02-12T13:47Z [---] followers, [---] engagements

"Growth is accelerating not slowing. Q4 rev: +31% $3.67B (beat) Q1 guide: Low 30s growth (consensus was 25%) . GMV: $124B (+31%). Enterprise win rate 40%. Names: Este Lauder GM LOreal. $SHOP $EL $GM"
X Link 2026-02-12T13:49Z [---] followers, [--] engagements

"Procore $PCOR just dropped an earnings report that signals a massive shift in construction tech. $PCOR was up +9% during market hours and added another +4% after-hours. Heres the breakdown of their Q4 beat: The Numbers: Revenue: $349M (Beat high end of guidance) FCF: $215M (Up 69% YoY) $1M+ ARR Customers: [---] (Up 34% YoY) The Narrative: Construction is short [------] workers. Procores solution AI Agents. New CEO Ajei Gopal: "There is a profound sense of magic when software stops being a tool you manage and starts becoming an expert that manages the project for you." The Takeaway: They aren't"
X Link 2026-02-14T03:25Z [---] followers, [---] engagements

"@amktparticipant yes if you choose to play the game this way collecting beta returns over the long run"
X Link 2026-02-16T02:32Z [---] followers, [--] engagements

"@JMKInvests $GOOG"
X Link 2026-02-16T02:44Z [---] followers, [--] engagements

"@CoffeeStocksGuy It's good. But be mindful it's in the growth stock category. Risk manage appropriately and put a check on your emotions when it takes a drawdown"
X Link 2026-02-17T05:38Z [---] followers, [--] engagements

"@zoomyzoomm Boomers Right Place Right Time Millennials & Gen Z Wrong Place Wrong Time Rotten Luck"
X Link 2025-08-02T05:39Z [---] followers, [---] engagements

"@StealthQE4 It never did you were hallucinating that day will check you into a mental health unit myself while Im at it I will check myself in too 😂 We could both contribute to the beaten down healthcare sectoroh wait am I hallucinating"
X Link 2025-08-04T15:19Z [---] followers, [---] engagements

"@StealthQE4 When hope looks distant the casino offers instant gratification"
X Link 2025-08-08T03:05Z [---] followers, [---] engagements

"@HeroDividend Well someone has to take out the thrash when no one else wants to"
X Link 2025-08-09T13:54Z [---] followers, [---] engagements

"@donnelly_brent "The creatures outside looked from pig to man and from man to pig and from pig to man again; but already it was impossible to say which was which". Animal Farm by George Orwell"
X Link 2025-08-11T14:04Z [---] followers, [---] engagements

"@ShanghaiMacro been trying to do that for ages consumers confidence will be hard to reverse"
X Link 2025-08-11T14:10Z [---] followers, [----] engagements

"@Mr_Derivatives been story of the market"
X Link 2025-08-14T02:07Z [---] followers, [---] engagements

"@jimcramer and in the worse moments the biggest banks were evaporating i guess that is better come to think of it"
X Link 2025-08-14T10:39Z [---] followers, [----] engagements

"@Mr_Derivatives lol the grizzly bears howl will be soo loud if it is indeed green"
X Link 2025-08-14T13:30Z [---] followers, [----] engagements

"@unusual_whales more and more like China & Japan 😅 not as serious but need to watch it"
X Link 2025-08-18T11:43Z [---] followers, 11.3K engagements

"@unusual_whales Ouch. I guess that is why they are spending so heavily on data center capex. Reallity Labs is absolutely useless"
X Link 2025-08-18T12:38Z [---] followers, [----] engagements

"@unusual_whales Great. Companies pay. Consumer safe. MAGA 🤣"
X Link 2025-08-18T13:00Z [---] followers, [---] engagements

"@AndreasSteno @RealVision they are definitely not priced for that it would be like a knock out punch"
X Link 2025-08-19T12:50Z [---] followers, [----] engagements

"@APompliano lol so that the coins will run like the wind"
X Link 2025-08-20T13:10Z [---] followers, [---] engagements

"Market Summary $SPY $IWM $QQQ $DJIA 6/12 $TJX off-price still king Customer traffic remains robust across all divisions. We are increasing [----] comp guidance to +3 % from 2-3 %. TJX CEO Ernie Herrman (earnings call)"
X Link 2025-08-20T23:31Z [---] followers, [--] engagements

"Market Summary $SPY $IWM $QQQ $DJIA 7/12 $EL Este Lauder China headwinds China travel retail continues to normalize; we expect mid-single-digit organic sales decline in FY26. EL CFO Tracey Travis (earnings call)"
X Link 2025-08-20T23:35Z [---] followers, [---] engagements

"Seriously someone should just build an AI agent clone his voice and replace himself / duplicate himself. The questions he asks are prepared before hand anyway so an AI agent can easily do that. If not prepared before hand the AI can interpret the beginning of the earnings statement live and calibrate relevant questions"
X Link 2025-08-22T11:14Z [---] followers, [----] engagements

"@WealthCoachMak 100k is ideal 25k min 50k ok"
X Link 2025-08-25T09:13Z [---] followers, [---] engagements

"@StealthQE4 The internet maybe the last bastion of freedom for these kids"
X Link 2025-08-26T01:55Z [---] followers, [----] engagements

"@zerohedge I am so sure if you dig deep enough every single politician has committed fraud of some sort. Lets vet every body deep. Lutnick should be the first to be vetted. Begin with the finances. Let the games begin"
X Link 2025-08-26T12:57Z [---] followers, [----] engagements

"@unusual_whales You dont say 😅"
X Link 2025-08-27T12:10Z [---] followers, [---] engagements

"@unusual_whales What does that even mean Its such a sensational headline by Fortune"
X Link 2025-08-27T14:22Z [---] followers, [----] engagements

"@TradingThomas3 🤣 The Superbowl of Earnings"
X Link 2025-08-27T15:52Z [---] followers, [---] engagements

"@markoinny More like the cost of doing business with the mafia"
X Link 2025-08-28T13:45Z [---] followers, [---] engagements

"@unusual_whales This is great news for marketers"
X Link 2025-08-29T12:00Z [---] followers, [---] engagements

"@The_AI_Investor Trump tries to slow China down but it just makes them go faster"
X Link 2025-08-29T12:02Z [---] followers, [---] engagements

"@CarlZha Capitalism in action You buy what you want You buy from who you want You dont listen to anybody"
X Link 2025-08-30T13:11Z [---] followers, [----] engagements

"@JZ281C is a cycle well-known in Asia"
X Link 2025-08-31T07:36Z [---] followers, [----] engagements

"@Rainmaker1973 @ftx_cfo Guys I think @grok thinks the image is real 😅"
X Link 2025-08-31T14:29Z [---] followers, [----] engagements

"@CarlZha New SaaS Sex as a Service on Subscription"
X Link 2025-08-31T23:29Z [---] followers, 48.8K engagements

"@rwang07 Just when do we actually believe in GS for anything 😅"
X Link 2025-09-01T12:01Z [---] followers, [----] engagements

"@BeijingDai Ukraine is already flat enough for a country but if it wants to be completely flatten go ahead"
X Link 2025-09-01T13:28Z [---] followers, [----] engagements

"@Off_Grid_Ron @CarlZha You will own nothing and owe nothing. I am not sure whether one will be happy"
X Link 2025-09-01T13:34Z [---] followers, [---] engagements

"@BeijingDai Absolutely correct. And the service is a pile of crap. You can just hop over to Shenzhen and get your Chagee Tea for nearly half the price"
X Link 2025-09-01T13:44Z [---] followers, [---] engagements

"9/ Bridgewater Reshoring is inflationary short-term geopolitically stabilizing long-term. The market is mispricing the first-order cost and ignoring the second-order option value. Long US industrials / short EU exporters. $SPY $IWM $QQQ $DJIA $XLI"
X Link 2025-09-01T14:32Z [---] followers, [--] engagements

"10/ Horizon Kinetics Japan is the only major market where you can buy world-class compounders at mid-teens FCF yields. The weak yen is a bonus not the thesis. Airport operators custodian banks trading housestime arbitrage with a currency kicker. $SPY $IWM $QQQ $DJIA $XLI https://twitter.com/i/web/status/1962524197110038668 https://twitter.com/i/web/status/1962524197110038668"
X Link 2025-09-01T14:33Z [---] followers, [--] engagements

"cant help but think this is sour grapes Donald missed the photo-op with Kim Putin and Xi. The US didnt drop the nukes on Japan to help China they dropped the bombs because the Japanese refused to surrender was going to fight to last man standing and inflicted huge casualties to the US"
X Link 2025-09-03T02:13Z [---] followers, 22.6K engagements

"United States Challenger Job Cuts US-based employers announced [-----] job cuts in August [----] up 39% from July and 13% higher than in the same month last year. It is also the highest level in three months and the highest for any August month since [----] with pharmaceutical (19.1K) financial (18.1K) and tech (13K) leading the cuts. So far this year companies have announced [------] job cuts the highest YTD since [----]. It is up 66% from the [------] job cuts announced through the first eight months of last year and is up 17% from the [----] full year total of [------]. After the impact of DOGE on the"
X Link 2025-09-04T11:38Z [---] followers, [----] engagements

"United States ADP Employment Change Private businesses in the United States added 54K jobs in August [----] following an upwardly revised 106K in July and below market forecasts of 65K. Leisure and hospitality and construction performed well despite a broader month-over-month slowdown in hiring. "The year started with strong job growth but that momentum has been whipsawed by uncertainty. A variety of things could explain the hiring slowdown including labor shortages skittish consumers and AI disruptions" said Dr. Nela Richardson chief economist ADP. source: Automatic Data Processing Inc."
X Link 2025-09-04T12:19Z [---] followers, [----] engagements

"@luo_yuehan Maybe they enjoyed the parade so much they forgot to go home for dinner"
X Link 2025-09-04T12:43Z [---] followers, [----] engagements

"@SpencerHakimian Donald vs NRA on gender This is going to be interesting"
X Link 2025-09-04T23:59Z [---] followers, [---] engagements

"@StealthQE4 Still a drop in the ocean"
X Link 2025-09-05T00:55Z [---] followers, [----] engagements

"@DeItaone Trump can impose tariffs on countries get non-US firms to divest telling other countries what to do etc so this is a bit hypocritical"
X Link 2025-09-06T01:36Z [---] followers, [---] engagements

"@StealthQE4 This is becoming more widespread"
X Link 2025-09-06T07:15Z [---] followers, [----] engagements

"@FirstSquawk When is Donald going to make the tech companies hire more people instead of just committing to data centres that largely do not need humans"
X Link 2025-09-06T11:49Z [---] followers, [----] engagements

"Dear Value Bagholders and Degens of $PYPL Paypal This is a special one for you guys. You guys have a generational opportunity. 😅 Wait you guys ARE the generational opportunity. $PYPL is down -16% after releasing 4Q2025 earnings. PAYPAL $PYPL Q4'25 EARNINGS HIGHLIGHTS 🔹 Net revenue: $8.68B (Est. $8.80B) 🔴 🔹 Adj. EPS: $1.23 (Est. $1.28) 🔴 🔹 TPV: $475.14B (Est. $471.92B) 🟢 ; +9% YoY 🔹 Transaction margin dollars: $4.03B; +3% YoY 🔹 Active accounts: 439M; +1% YoY 🔸 CEO transition: Jamie Miller https://t.co/FXKc7E0Tqf PAYPAL $PYPL Q4'25 EARNINGS HIGHLIGHTS 🔹 Net revenue: $8.68B (Est."
X Link 2026-02-03T13:00Z [---] followers, [---] engagements

"🚨why are growth stocks falling Because the ISM Manufacturing PMI is showing signs of strength which is triggering a massive rotation out of growth into value cyclicals If you don't understand this you should not be trading these markets"
X Link 2026-02-05T13:37Z [---] followers, [--] engagements

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