@TylerHardt Avatar @TylerHardt Nothing To See Here

Nothing To See Here posts on X about ai, $meta, meta, $crm 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 75.65% technology brands 24.35% finance 22.61% cryptocurrencies 15.65% financial services 5.22% automotive brands 4.35% currencies 2.61% exchanges 1.74% celebrities 1.74% musicians 0.87%

Social topic influence ai 13.04%, $meta #521, meta 6.09%, $crm #118, $now #78, $msft #462, $orcl #122, this is 5.22%, $tyl 4.35%, $unf 4.35%

Top accounts mentioned or mentioned by @thestalwart @parrotcapital @cnbc @unifirstcorp @consensusgurus @tgmacro @driftinj @qtrresearch @firstadopter @convertbond @dariocpx @310value @levfinor @junkbondinvest @macroedgeres @westernfault @energyrealist25 @lynaldencontact @paulomacro @hkuppy

Top assets mentioned Metadium (META) Salesforce Inc (CRM) Now Coin (NOW) Microsoft Corp. (MSFT) Oracle Corporation (ORCL) Tyler Technologies, Inc. (TYL) Unifirst Corp (UNF) Intuit Inc. (INTU) Bitcoin (BTC) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Cintas Corporation (CTAS) Factset Research Systems, Inc. (FDS) iShares BTC Trust (IBIT) Carvana Co. (CVNA) Blue Owl Capital, Inc. (OWL) Manhattan Associates, Inc. (MANH) Adobe, Inc. (ADBE) NVIDIA Corp. (NVDA) Strategy (MSTR) BITMINE IMMERSION TECH (BMNR) S&P Global Inc (SPGI) Brown-Forman Corporation Class B (BF.B) DraftKings Inc. Class A Common Stock (DKNG) Tesla, Inc. (TSLA) Enovix Corporation Common Stock (ENVX) Micron Technology, Inc. (MU) Corpay, Inc. (CPAY) Apollo Global Management, Inc. (APO) GammaSwap (GS) JPMorgan Chase (JPM) Decentral Games ICE (ICE) AC Milan Fan Token (ACM) CoreWeave, Inc (CRWV) CH Robinson Worldwide Inc (CHRW) Diageo plc (DEO) Bitforex Token (BF) Zoetis Inc (ZTS) DarkShield Games Studio (DKS) Mattel, Inc. (MAT) Academy Sports & Outdoors, Inc. (ASO) Best Buy Co Inc (BBY) Target Corporation (TGT) Hasbro, Inc. (HAS) Floor & Decor Holdings, Inc. (FND) PayPal Holdings Inc (PYPL) Blue Owl Technology Finance Corp. (OTF) ZIM Integrated Shipping Services Ltd. (ZIM) Docusign Inc (DOCU) PPL Corp (PPL) FirstEnergy Corp. (FE) LegalZoom.com, Inc. (LZ)

Top Social Posts

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

"Shorts Watching $ENVX stock go up afterhours"
X Link 2025-01-06T22:03Z [----] followers, 10.5K engagements

"If this forecast for HBM memory from Bloomberg Intelligence is even remotely accurate than $MU is worth a whole lot more than $100 per share"
X Link 2025-01-13T20:36Z [----] followers, 433.4K engagements

"Here is a chart showing the pace of AI adoption by Industry. And to think there are people out there that are seriously concerned that local municipal employees are going to start using AI to build their own in-house software and get ride of $TYL. Not Gonna Happen Folks"
X Link 2026-01-02T21:52Z [----] followers, [---] engagements

"The $UNF management team and board directors are completely inept. It even one mention of the $CTAS buyout offer in the press release this morning. @UniFirst_Corp what is wrong with you guys"
X Link 2026-01-07T13:57Z [----] followers, [---] engagements

"Here is a cheat sheet for stocks to buy if the Supremes rule that the Trump Tariffs were unconstitutional. $DKS $MAT $HAS $ASO $FND $BBY $TGT"
X Link 2026-01-08T15:00Z [----] followers, [---] engagements

"I'm not a technician but that seems like a nice breakout for $CPAY. Best part is the fundamentals are fantastic and the stock is very cheap here"
X Link 2026-01-08T15:47Z [----] followers, [---] engagements

"$UNF Board continues to tell shareholders to go suck it as they continue to ghost $CTAS on their $275 buyout offer"
X Link 2026-01-15T14:37Z [----] followers, [---] engagements

"I have no position but $PYPL is getting whacked today post-earnings the stock is net cash and trading for 5.7x FCF. The idiot CEO from $INTU has been shown the door. How is this not scoped up a by a private equity firm"
X Link 2026-02-03T14:57Z [----] followers, [---] engagements

"Just wait the guys at $OWL starting marking these loans correctly. Ouch. $OTF Private lenders holding $100 billion in software loans are nervous The selloff reflects a deepening anxiety over exposure to a sector currently being upended by artificial intelligence. Fears of disruption have rattled credit globally prompting software loans in the https://t.co/ptyQMgldil Private lenders holding $100 billion in software loans are nervous The selloff reflects a deepening anxiety over exposure to a sector currently being upended by artificial intelligence. Fears of disruption have rattled credit"
X Link 2026-02-03T15:23Z [----] followers, [---] engagements

"Holy Sh*t Jim just called the bottom in Software Buying $CRM $NOW $TYL $MANH $CNSWF $ADBE $INTU $MSFT Software no bottom yet. Home builders and home renovate-- HD--soaring Software no bottom yet. Home builders and home renovate-- HD--soaring"
X Link 2026-02-03T15:52Z [----] followers, [---] engagements

"What do $ZIM and $UNF have in common They both have boards that seem incapable of accepting buyout offers for prices well above any kind of reasonable NPV"
X Link 2026-02-03T19:29Z [----] followers, [----] engagements

"I'm not sure that the SaaS slowdown warrants 50% haircuts and sub 10x FCF valuations. There is still growth and enterprise buyers aren't going to rip out software vendors for inhouse built AI widgets. $CRM $DOCU $NOW $INTU $TYL $MANH $CNSWF"
X Link 2026-02-04T15:07Z [----] followers, [---] engagements

"And there it is Politicians are fighting back against new data center using generation provided via the normal rate base paid for by the retail customers. The coming pusback agianst new AI data centers is real and will restrict the GigaWatts delivered. $NVDA $PPL $FE @DarioCpx"
X Link 2026-02-04T19:25Z [----] followers, [---] engagements

"$CRM $NOW $FDS $TYL $INTU $MANH $CNSWF"
X Link 2026-02-04T20:04Z [----] followers, [---] engagements

"Does anyone know if Legal Zoom and it's peers do Corporate Bankruptcy paperwork Asking for a friend. $LZ $TRI $REL $WKL"
X Link 2026-02-04T20:46Z [----] followers, [---] engagements

"$NEE $DUK 🤣🤣🤣 🚨DeSantis says NO DATA CENTERS They do NOT create jobs and suck up all the electricity I don't think there's very many people that want to have higher energy bills just so some chatbot can corrupt some [--] year old kid online That is not what anybody is signing up for https://t.co/zQRQBqvx48 🚨DeSantis says NO DATA CENTERS They do NOT create jobs and suck up all the electricity I don't think there's very many people that want to have higher energy bills just so some chatbot can corrupt some [--] year old kid online That is not what anybody is signing up for"
X Link 2026-02-04T20:52Z [----] followers, [---] engagements

"Fintech and payments software is dead Long live fintech and payments software $CPAY"
X Link 2026-02-04T22:46Z [----] followers, [---] engagements

"Hey @CNBC could you pretty please bring Tom Lee back on and ask him for his updated $BTC targets. We could all us a good laugh right now. $IBIT $BMNR $MSTR"
X Link 2026-02-05T15:52Z [----] followers, [---] engagements

"Check out the Private Credit exposure to software companies. Whoops $OWL $BX $APO"
X Link 2026-02-05T17:29Z [----] followers, [---] engagements

"Great note on the how the Devon / Coterra Merger is Good News for WaterBridge and LandBridge by @310Value $WBI $DVN $CTRA https://open.substack.com/pub/310value/p/the-devon-coterra-merger-is-goodutm_campaign=post&utm_medium=email https://open.substack.com/pub/310value/p/the-devon-coterra-merger-is-goodutm_campaign=post&utm_medium=email"
X Link 2026-02-05T18:54Z [----] followers, [---] engagements

"Seems odd for an exchange. BREAKING: Binance & ByBit have reportedly begun halting withdrawals as the crypto selloff accelerates https://t.co/1ETLBEYLW1 BREAKING: Binance & ByBit have reportedly begun halting withdrawals as the crypto selloff accelerates https://t.co/1ETLBEYLW1"
X Link 2026-02-06T02:24Z [----] followers, [----] engagements

"Ladies & Gentlemen I present your "Store of Value" asset class. It's now had [--] drawdowns of 45% or more in [--] years. No other asset class has had [--]. $BTC $IBIT"
X Link 2026-02-06T14:24Z [----] followers, [---] engagements

"@LevFinor @junkbondinvest I have meet the underwriters from all these shops and get to see the books too. The underwriting at $OWL $ARES and Monroe is atrocious. They grew far too fast for their capabilities. $APO is decent. The only guys who came of super competent were the underwriters at Anteres"
X Link 2026-02-06T15:44Z [----] followers, [----] engagements

"I need someone to tell me why I shouldn't take another ride on the $ENVX train. It's back to $6 and just doubled-tapped [--] on the RSI again. Has pretty much always been a wining trade from here"
X Link 2026-02-06T15:54Z [----] followers, [----] engagements

"Here are those buybacks. $META $ORCL $MSFT $AMZN $GOOG The era of tech buybacks has ended. https://t.co/NHHljqUqoy The era of tech buybacks has ended. https://t.co/NHHljqUqoy"
X Link 2026-02-07T11:45Z [----] followers, [---] engagements

"@ConsensusGurus $BLDR is basically homebuilder exposure without the downside of owning tons of land or construction labor challenges. Oh yeah and they have little competition as they are multiple times larger than nearest peer and management uses all the free cash flow to buy back shares"
X Link 2026-02-07T18:52Z [----] followers, [--] engagements

"This is wild stat. For the last [--] years from 2022-2025 $XLP the Consumer Staples ETF returned just 12% (just 2.9% annualized). Year to Date in just [--] days Consumer Staples have returned 13.7%. @TgMacro"
X Link 2026-02-07T19:01Z [----] followers, [---] engagements

"@MacroEdgeRes But the same administration allowed all the brokers to merge into one giant company $COMP"
X Link 2026-02-07T20:28Z [----] followers, [---] engagements

"@WesternFault So one of experimental rocket [--] months ago. If it worked why didnt the send up the other [----] satellites"
X Link 2026-02-07T22:17Z [----] followers, [--] engagements

"@EnergyRealist25 Yep. $LYB"
X Link 2026-02-07T22:27Z [----] followers, [--] engagements

"@LynAldenContact At least you knew Bad Bunny was a musician I thought it was a clothing line"
X Link 2026-02-08T01:31Z [----] followers, [---] engagements

"Important economic observation: I just had my dog food delivered by a FedEx driver that was an absolute smokeshow. If gorgeous young women are voluntary opting to work delivery routes for $FDX the economy must be far worse than any of us can imagine. @PauloMacro @hkuppy"
X Link 2026-02-08T17:49Z [----] followers, [---] engagements

"This is awesome. 👇🏼 Turn up the Volume Great find Marc They should play at The Super Bowl Halftime show They should play at The Super Bowl Halftime show"
X Link 2026-02-08T20:20Z [----] followers, [---] engagements

"@litcapital Maybe theyre making some Super Bowl party DoorDash deliveries for our SEALs and Delta guys behind enemy lines $DASH"
X Link 2026-02-08T21:21Z [----] followers, [----] engagements

"Real pizza @dominos pizza real football American football real football American football"
X Link 2026-02-09T03:11Z [----] followers, [---] engagements

"Makes you wonder two things. (1) Loosing a year of FCF should at least cut [--] or [--] turns on a PE multiple at the least and (2) how are the going to keep funding their mega share buybacks that has juiced EPS growth by an additional 2-3% per year $META $MSFT $GOOGL $AMZN $ORCL Short the Mag [--] I guess https://t.co/HBz5yh3YyU Short the Mag [--] I guess https://t.co/HBz5yh3YyU"
X Link 2026-02-09T12:58Z [----] followers, [---] engagements

"@JackFarley96 @zoomyzoomm $ZM's stake in Anthropic is worth around $3 billion so about 15% of their Enterprise Value. The better question is why isn't ZM buying their stock in size They have $8B in the bank the Anthropic investment are generating $2B in FCF annually but only doing $1.7B of buybacks"
X Link 2026-02-09T15:23Z [----] followers, [--] engagements

"Wow $GS is trying to compare the impact of AI on software stocks to the impact of the internet on Newspapers. $NOW $CRM $ADBE $SNOW"
X Link 2026-02-09T15:30Z [----] followers, [---] engagements

"@ConsensusGurus That is not common. But it is very funny. $GS $JPM"
X Link 2026-02-09T15:33Z [----] followers, [---] engagements

"@driftinj @TheStalwart The asked them that (an LTL company) they said they are seeing higher volumes which could be weather related but they are also seeing larger weights per shipment that suggest it is more than just weather"
X Link 2026-02-09T17:51Z [----] followers, [---] engagements

"@ParrotCapital They could always hire Alan Lane's kid who ran the risk department at $SI"
X Link 2026-02-09T17:58Z [----] followers, [---] engagements

"@Nick_duCat"
X Link 2026-02-09T22:25Z [----] followers, [--] engagements

"@QTRResearch @GothamResearch $CVNA"
X Link 2026-02-09T22:50Z [----] followers, [----] engagements

"Market concentration is back to Nifty [--] levels. Also probably set to reverse soon since its been a great run. You have to like $RSP over $SPY here"
X Link 2026-02-10T14:16Z [----] followers, [---] engagements

"@TheStalwart Watching financial data owners like $SPGI $FDS and $ICE get smoked is kind of perplexing. In an AI world proprietary data sets are going to be worth more not less"
X Link 2026-02-10T14:18Z [----] followers, [----] engagements

"We will likely get another opportunity to add to a $UNF arb play today. Pay attention to where the $230 Mar and May puts price today. Company is likely trying to negotiate a sale price closer to $300 from $CTAS offer of $275. If puts are $10 you can lock in a nice trade"
X Link 2026-02-10T14:22Z [----] followers, [---] engagements

"@dailydirtnap Fixed it for you. $GOOG"
X Link 2026-02-10T17:48Z [----] followers, [---] engagements

"$SPGI $ICE $FDS"
X Link 2026-02-10T18:08Z [----] followers, [---] engagements

"LUTNICK: I TOOK MY KIDS TO EPSTEIN ISLAND FOR VACATION LUTNICK: DOLLAR WAS MANIPULATED HIGHER OVER MANY YEARS LUTNICK: FOREIGNERS USED TRADE SURPLUSES TO BUY OUR COUNTRY LUTNICK: DOLLAR WAS MANIPULATED HIGHER OVER MANY YEARS LUTNICK: FOREIGNERS USED TRADE SURPLUSES TO BUY OUR COUNTRY"
X Link 2026-02-10T19:28Z [----] followers, [---] engagements

"@JCOviedo6 If you thought anybody could revive Pier [--] were you actually swindled"
X Link 2026-02-10T20:15Z [----] followers, [--] engagements

"@QTRResearch They are starting to buy the $340 and $330 strikes now too. $CVNA They are really pushing it down now. Somebody knows something"
X Link 2026-02-11T16:59Z [----] followers, 32.8K engagements

"This is your reminder that even Anthropic is burning cash. AI is investing capital at insane levels with still no signs of profitability anywhere. This is likely the most destructive allocation of capital in human history. Anthropic to raise $20 Billion More money to spend on cloud computing Which means more money to spend on GPUs The cycle continues $NVDA https://t.co/l11qQ9ISLq Anthropic to raise $20 Billion More money to spend on cloud computing Which means more money to spend on GPUs The cycle continues $NVDA https://t.co/l11qQ9ISLq"
X Link 2026-02-12T12:37Z [----] followers, [---] engagements

"Wow $MSTR just got the @davidfaber treatment from @BeckyQuick Its so over For those not around in [----] this is what Im talking about: https://youtu.be/ovzW_Q2wyoEsi=cx-pUtZwXlhiDquW Holy shit Michael Saylor might actually be done here 😬 Saylor: "If Bitcoin $BTC falls 90% we'll refinance the debt." "Refinance where Michael" Saylor:👀 $MSTR https://t.co/crmUrsShk6 https://youtu.be/ovzW_Q2wyoEsi=cx-pUtZwXlhiDquW Holy shit Michael Saylor might actually be done here 😬 Saylor: "If Bitcoin $BTC falls 90% we'll refinance the debt." "Refinance where Michael" Saylor:👀 $MSTR https://t.co/crmUrsShk6"
X Link 2026-02-12T13:06Z [----] followers, [---] engagements

"Surprise $META is pulling out all the accounting shenanigans they can to juice earnings to justify their value-Destroying CAPEX bing. Generalissimo Ackman timed his new investment into Meta perfectly 😂 P.S. $GOOG and $ORCL are doing the same thing"
X Link 2026-02-12T13:16Z [----] followers, [---] engagements

"Seems problematic. $META 🦔 Meta is paying $6.5 billion extra in interest to keep $27 billion in AI infrastructure debt off its balance sheet. They're using something called conduit financing where a special purpose vehicle borrows the money builds the data centers and leases everything back to Meta. https://t.co/GIs0hAu0kM 🦔 Meta is paying $6.5 billion extra in interest to keep $27 billion in AI infrastructure debt off its balance sheet. They're using something called conduit financing where a special purpose vehicle borrows the money builds the data centers and leases everything back to"
X Link 2026-02-12T14:52Z [----] followers, [---] engagements

"Does anyone know why $ACM is crashing this morning on absolutly zero news Is there some new Anthropic realease that eliminated the need for engineers or something"
X Link 2026-02-12T17:18Z [----] followers, [---] engagements

"This morning the Call Buyers came in with force to prop up $CVNA. and It did not work. Someone is taking some serious pain on those $355 and $357.50 calls"
X Link 2026-02-12T17:30Z [----] followers, [---] engagements

"@firstadopter Probably because $WMT isn't burning a few hundred billion dollars on AI data centers with a negative ROIC like $AMZN"
X Link 2026-02-12T17:35Z [----] followers, [----] engagements

"Bitcoin just crashing straight through any kind of support. $BTC $IBIT"
X Link 2026-02-12T17:37Z [----] followers, [---] engagements

"BREAKING: NEWS ANCHOR TRIES TO APOLOGIZE TO WIFE LIVE ON AIR @TheJusticeDept"
X Link 2026-02-12T17:41Z [----] followers, [---] engagements

"Has anyone checked in on Tom Lee lately $BMNR"
X Link 2026-02-12T17:45Z [----] followers, [----] engagements

"@ParrotCapital Wait to they find out they printed Billions of Tether out of thin air with no reserves and just bought Bitcoin with it to cash out on the fraud"
X Link 2026-02-12T17:53Z [----] followers, [----] engagements

"Almost time to reload those $CRWV puts"
X Link 2026-02-12T18:47Z [----] followers, [---] engagements

"@SpecialSitsNews @firstadopter It literally makes no sense. $CHRW is literally the nexus for a Digital Dispatch Platform. It's like an exchange there are network effects between shippers & truckers that can't be Vibe coded away. And it is already AI-powered fully automated load-matching platform"
X Link 2026-02-12T19:37Z [----] followers, [---] engagements

"@gregg_conklin Hey slick that is holdings as of 12/31 and Blackrock is down 27% since then. Also Blackrock doesnt even care because they are a passive index provider. So😂😂😂"
X Link 2026-02-12T22:00Z [----] followers, [--] engagements

"@MinotaurStocks What do you think the odds are that Percocet asks anything about DriveTime on the call $CVNA"
X Link 2026-02-12T22:16Z [----] followers, [---] engagements

"Ummm all the fintech stocks are crashing because of AI so Fintech companies want to be banks. Banks want to be fintech companies. Fintech companies want to be banks. Banks want to be fintech companies"
X Link 2026-02-12T22:21Z [----] followers, [---] engagements

"This is what happens when politicians dabble in business with a wonton disregard for the realities of consumer preferences market economics and the basic laws of physics. $GM $F $STLA"
X Link 2026-02-13T11:30Z [----] followers, [---] engagements

"Masa San never learns. Bro is leveraging up $SFTBY to load $60 billion into OpenAI at a ridiculous valuation when there is no viable path to profitability anywhere in sight and $MSFT is tearing ChatGPT out of their Office product because it sucks. https://www.wsj.com/business/earnings/softbank-group-posts-quarterly-profit-on-tech-funds-gains-5106c0d1st=YEDJ2g https://www.wsj.com/business/earnings/softbank-group-posts-quarterly-profit-on-tech-funds-gains-5106c0d1st=YEDJ2g"
X Link 2026-02-13T12:20Z [----] followers, [---] engagements

"A $6 million Karaoke company known for pumping their stock dropping a press release claiming they vibe coded a AI Logistics ap. 👇 $CHRW $LSTR"
X Link 2026-02-13T14:19Z [----] followers, [---] engagements

"@MauiBoyMacro Zuck to his Earnst & Young Auditors. $META"
X Link 2026-02-13T15:39Z [----] followers, [--] engagements

"Just so we are all on the same page yes spirit sales are declining since booming in [----] but it is effectively going back to its long term growth trajectory from before the panic. Since [----] Spirit sales have been far above the prevailing pre-Covid trend line. $DEO $BF $BFB"
X Link 2026-02-13T15:45Z [----] followers, [---] engagements

"@TheStalwart One of the hallmarks of the post-Covid markets has been a rise in the number of Public Company CEOs who blatently lie to investors on quarterly calls and TV Interviews. Too many CEO's are more willing than ever to abandon moral decorum if it pumps their stock price. $DKNG $TSLA"
X Link 2026-02-13T15:49Z [----] followers, [---] engagements

"This is ugly. Check out the Bear Hammer on $BROS into resistance with a horrible trending MACD on rising volumes. No position"
X Link 2026-02-13T16:00Z [----] followers, [---] engagements

"Why the hell does the US Treasury Secretary need or want the US Dollar fall in value relative to Bitcoin @SecScottBessent @USTreasury $BTC $IBIT $USD BREAKING: TREASURY SECRETARY JUST SAID LIVE ON CNBC THAT #BITCOIN PRICE WILL RECOVER AS SOON AS THE CRYPTO BILL IS PASSED WE NEED TO PASS THE BILL ASAP 🚀 https://t.co/1s2RWyghSv BREAKING: TREASURY SECRETARY JUST SAID LIVE ON CNBC THAT #BITCOIN PRICE WILL RECOVER AS SOON AS THE CRYPTO BILL IS PASSED WE NEED TO PASS THE BILL ASAP 🚀 https://t.co/1s2RWyghSv"
X Link 2026-02-13T16:27Z [----] followers, [---] engagements

"Its so over. Bro is breaking under the stress of bitcoin collapsing. Total max-pump desperation mode. $MSTR MICHAEL SAYLOR: "Soon every billionaire will buy a billion dollars of Bitcoin and the supply shock will be so great that we will stop measuring BTC in terms of fiat." https://t.co/SZlecOwcak MICHAEL SAYLOR: "Soon every billionaire will buy a billion dollars of Bitcoin and the supply shock will be so great that we will stop measuring BTC in terms of fiat." https://t.co/SZlecOwcak"
X Link 2026-02-13T19:24Z [----] followers, [---] engagements

"Just got this email in my inbox. How do you politely say "No f*cking way" $BMNR"
X Link 2026-02-13T19:52Z [----] followers, [---] engagements

"I think its fair to say this whole AI is going to destroy every business narrative is getting a little out of hand. @CNBC is literally running a segment on the AI threat to the Recipe business. 🤦🏻♂"
X Link 2026-02-13T20:54Z [----] followers, [---] engagements

"It's rare to see a serious well respected analyst from one of the bulge brackets come out with a price target 45% above the prevailing price. Steven Fisher from UBS is the guy in the E&C space. Probably worth kicking the tires on this one. $ACM"
X Link 2026-02-10T19:22Z [----] followers, [---] engagements

"Hey @TgMacro Nice call out on the $BETS short on the pod with Jared. $DKNG getting smoked afterhours"
X Link 2026-02-12T22:51Z [----] followers, [---] engagements

"BREAKING: BATSHIT-CRAZY CEO OF $PLTR CALLS MICHAEL BURRY SHORTING HIS STOCK BATSHIT CRAZY. FILM AT 11:00. Palantir CEO Alex Karp on @michaeljburrys Palantir and Nvidia short: As far as I can tell the two companies hes shorting are the ones making all the money which is super weird. The idea that Chips and Ontology is what you want to short is batshit crazy. https://t.co/tMUuE100Nc Palantir CEO Alex Karp on @michaeljburrys Palantir and Nvidia short: As far as I can tell the two companies hes shorting are the ones making all the money which is super weird. The idea that Chips and Ontology is"
X Link 2026-02-12T23:08Z [----] followers, [---] engagements

"@TheStalwart You should see $ARKK. Impressively she did this with a diversified portfolio and now its happening again"
X Link 2026-02-13T12:55Z [----] followers, [----] engagements

"$BF $BFB crashing on no news. Did some $5 million penny stock put out a press release that they made an AI Bourbon or something This is getting rediculous"
X Link 2026-02-13T15:13Z [----] followers, [---] engagements

"@Convertbond Those buybacks drove around 2% of the Mag7 EPS growth which was 17% last year (excluding $TSLA where EPS was falling). If 12% of the EPS growth engine good poof shouldnt the multiple treated down by a similar amount $QQQ"
X Link 2026-02-14T12:36Z [----] followers, [---] engagements

"If you think Crypto and Prediction market fraud is running rampant here is why: According to @barronsonline all of the trial attorneys in the @CFTC Enforcement Division have been let go at the same time the agency is expanding its scope to regulate the Crypto Firms and Prediction markets. #GoldenAgeOfFraud $COIN $HOOD $CME $DKNG https://twitter.com/i/web/status/2022658481380106365 https://twitter.com/i/web/status/2022658481380106365"
X Link 2026-02-14T13:05Z [----] followers, [---] engagements

"Ive been trying to put my finger on Elmos obsession with using vision to make FSD work despite [--] years of failure. I thought it could be the original high price of LiDAR combined with stubbornness but it turns out Elmo had the answer all along👇🏼 $TSLA $TLSAQ H/T @rdd147 The most common error of a smart engineer is to optimize a thing that should not exist. Elon Musk https://t.co/s7oPaTzDpw The most common error of a smart engineer is to optimize a thing that should not exist. Elon Musk https://t.co/s7oPaTzDpw"
X Link 2026-02-14T13:16Z [----] followers, [---] engagements

"Umm That happened to the [--] million barrels we were promised @WhiteHouse #OOTT"
X Link 2026-02-14T13:25Z [----] followers, [---] engagements

"Who wants to guess when the @federalreserve started financializing the economy because they thought that by inflating assets they would promote a wealth effect that could permanently defer any future recessions. H/T @jessefelder"
X Link 2026-02-14T15:07Z [----] followers, [---] engagements

"Happy Valentines Day to those that celebrate"
X Link 2026-02-14T18:15Z [----] followers, [---] engagements

"RT @ParrotCapital: People need to be asking a lot more questions as to how Cantor Fitzgerald got in bed not only with Jeffrey Epstein's $18"
X Link 2026-02-14T18:51Z [----] followers, [--] engagements

"@Defence_Index Thats about as dumb as saying jail-breaking a Ferrari makes it an American Roadster"
X Link 2026-02-15T19:13Z [----] followers, [---] engagements

"The market sniffed this out a couple of weeks ago. Check out the charts of $ODFL $KNX $WERN and $XPO CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates. CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates"
X Link 2026-02-07T12:37Z [----] followers, [---] engagements

"Financial software companies got rocked last week because of a Claude Plugin on Cowork that can analyze financial data for companies. But the first warning from Anthropic literally says dont use Cowork on your financial files. $FDS $FIS $INTU $TYL $SPGI $ORCL"
X Link 2026-02-07T20:25Z [----] followers, [----] engagements

"Wow an aggressive move from the UBS analyst. Starting to wonder if $GNRC is the next AI Datacenter beneficiary. Stock boomed yesterday with a stagnant demand in main product Home Standyby Generators"
X Link 2026-02-13T14:14Z [----] followers, [---] engagements

"$UBER just tagged the lowest RSI on record of [--] surpassed only by the depths of the pandemic when sale when the world shut down and no one was getting in an uber. I have no position"
X Link 2026-02-13T19:36Z [----] followers, [----] engagements

"This is the best AI Meme so far. Really nails it. AI just saved me [--] hours of driving on my vacation i was planning a trip to the Grand Canyon and noticed the driving route was incredibly inefficient i spun up a few claude code agents and used agentic ai to find this faster route it will take me just a few minutes to drive https://t.co/6xqAZxdYbX AI just saved me [--] hours of driving on my vacation i was planning a trip to the Grand Canyon and noticed the driving route was incredibly inefficient i spun up a few claude code agents and used agentic ai to find this faster route it will take me"
X Link 2026-02-14T12:11Z [----] followers, [---] engagements

"Wow for once I actually agree with Dan Ives. I guess hell has frozen over. $CRM $NOW"
X Link 2026-02-14T12:38Z [----] followers, [---] engagements

"$GOOG $MSFT $AMZN $ORCL $META $CRWV bagholdersI mean investors you should probably read this👇🏼 Dwarkesh asks Dario a fantastic question relating to how he is so bullish on AGI yet so conservative on data center build out - Dario has an amazing take on this: Dario Amodei details the staggering financial risk of the AI race explaining that if growth continues at 10x a https://t.co/Ed99X88zwS Dwarkesh asks Dario a fantastic question relating to how he is so bullish on AGI yet so conservative on data center build out - Dario has an amazing take on this: Dario Amodei details the staggering"
X Link 2026-02-14T13:31Z [----] followers, [---] engagements

"Demographics is Destiny. Oh sh*t"
X Link 2026-02-14T17:13Z [----] followers, [---] engagements

"This both the funniest and saddest tweet Ive seen all day👇🏼👇🏼 This Dumb and Dumber clip teaches about the Federal Reserve more than public schools ever will. https://t.co/8kHMgFCjsP This Dumb and Dumber clip teaches about the Federal Reserve more than public schools ever will. https://t.co/8kHMgFCjsP"
X Link 2026-02-14T18:10Z [----] followers, [---] engagements

"When markets speak not enough people listen. Gold on top treasuries on the bottom. @Convertbond"
X Link 2026-02-14T18:20Z [----] followers, [---] engagements

"Just so we are all on the same page. In [----] $GOOG $AMZN $META $MSFT & $ORCL generated $250 billion in Free Cash Flow. Most went to share repo. In [----] it is estimated that these [--] companies will need to raise $250 billion in debt to fund their cash flow deficits. @TheStalwart"
X Link 2026-02-14T18:30Z [----] followers, [---] engagements

"I like to read books cover-to-cover but for the 4th time in about [---] books Im calling it quits on The Contrarian on only page [--]. This isnt a book about Peter Theil its a book about @chafkin political commentary. Iv always been a big fan of Max on @business and I was super excited to read this book. So disappointing I just wanted a Theil bio. Wish I could get my money back. Dont buy this book"
X Link 2026-02-14T22:04Z [----] followers, [---] engagements

"Tick tock guys @UniFirst_Corp $CTAS $unf"
X Link 2026-02-14T23:44Z [----] followers, [---] engagements

"Good riddance Screw those party-poopers. Lets Go $BFB $BF.B $DEO"
X Link 2026-01-08T15:26Z [----] followers, [---] engagements

"$RIG CEO to $VAL Shareholders. Big news in Offshore as $RIG is acquiring $VAL in an all stock deal. https://t.co/x5ltuHCUH3 Big news in Offshore as $RIG is acquiring $VAL in an all stock deal. https://t.co/x5ltuHCUH3"
X Link 2026-02-09T14:23Z [----] followers, [----] engagements

"So apparently the new bull case from the $HIMS pumpers is that everything is okay now because the companys new marketing push highlights that $HIMS is selling fake drugs. Marvelous 🚨 BREAKING: $HIMS HAS SCRUBBED ALL "SAME ACTIVE INGREDIENT AS OZEMPIC/WEGOVY" LANGUAGE FROM ITS WEBSITE https://t.co/79rHSea0w2 🚨 BREAKING: $HIMS HAS SCRUBBED ALL "SAME ACTIVE INGREDIENT AS OZEMPIC/WEGOVY" LANGUAGE FROM ITS WEBSITE https://t.co/79rHSea0w2"
X Link 2026-02-11T18:01Z [----] followers, [---] engagements

"$ZTS Here is a company that is a compounder with 40% op margins and mid 20% ROIC with a deep pipeline of new vet animal drugs that for some reason has sold off to new low and its lowest valuation in [--] years. Company just dropped improving forecast. Seems compelling"
X Link 2026-02-12T12:34Z [----] followers, [---] engagements

"Wow the White House is calling Jamie Dimon a "Criminal". $JPM"
X Link 2026-02-12T17:01Z [----] followers, [---] engagements

"When consumers are under so much pressure that they start deferring spending on their beloved pets you know things are getting bad out there. Yesterday $ZTS highlighted that the Vet channel is slowing while the pet urgent care is increasing. @DiMartinoBooth"
X Link 2026-02-13T15:19Z [----] followers, 10.1K engagements

"@Mike_Taylor1972 @StockTrader_Max I dig the new profile pic"
X Link 2026-02-14T20:56Z [----] followers, [---] engagements

"Great article on Software blowup. This is worth your time. The vibe-coding thesis confuses the way software looks with the way software works inside an organization $CRM $NOW $ADBE https://t.co/KRlTbtnA8A https://t.co/KRlTbtnA8A"
X Link 2026-02-15T09:58Z [----] followers, [---] engagements

"Why does anyone care about what Dan Ives thinks about anything Fun fact if you have enough free time to go on @CNBC [--] time or more per week you cant have any real meaningful insights on anything and youre likely a crap investor"
X Link 2026-02-15T20:27Z [----] followers, [---] engagements

"This chart shows the exponential grow in DRAM required with $NVDA GPU roadmap and explains part of the reason the RAM shortage caught a lot of people by surprise. Although it is worth pointing out that the need for DRAM slows with the Rubin Chip. $MU"
X Link 2026-02-16T13:05Z [----] followers, [---] engagements

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