@buccocapital Avatar @buccocapital BuccoCapital Bloke

There are growing concerns about Amazon's ($amzn) leadership and management practices, with some investors and employees criticizing the company's decision to cut [------] jobs and require a return to office work. Meanwhile, other tech giants like Google ($googl) and OpenAI are making significant moves, with Google's partnership with OpenAI and its suite of products posing a competitive threat to other companies. The market is also reacting to earnings reports and partnerships, with some stocks experiencing significant fluctuations.

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Social Influence

Social category influence technology brands #5572 stocks #1130 finance #2776 social networks 5.22% cryptocurrencies 1.61% countries 1.61% automotive brands 0.8% celebrities 0.8% exchanges 0.4%

Social topic influence ai #316, software #16, in the #4654, business #4859, if you 4.02%, $googl #116, money #4371, market #130, ceo #4481, stocks #288

Top accounts mentioned or mentioned by @s77nu @bucketshopcap @saynototrading @dalibali2 @evrgn11112231 @thogge @bullandbaird @_________sasa7 @makeusavat @william_r2rclub @taobanker @lizsimmie @ryiacy @grok @mb8364324160492 @rv_rajvishnu @bobbybu52913950 @markjg0ad @grainsurgeon @midnight_captl

Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Shopify Inc (SHOP) Now Coin (NOW) AppLovin Corporation (APP) Atlassian Corporation PLC (TEAM) Sphere Entertainment Co. (SPHR) Axon Enterprise, Inc. (AXON) Helium IOT (IOT) Toast, Inc. (TOST) ServiceNow Inc (NOW)

Top Social Posts

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

"Think people are overreacting and this is fine Who cares about these journalists and NYT clowns- Get his ass speaking under oath in front of Congress .@SBF_FTX we appreciate that you've been candid in your discussions about what happened at #FTX. Your willingness to talk to the public will help the company's customers investors and others. To that end we would welcome your participation in our hearing on the 13th. .@SBF_FTX we appreciate that you've been candid in your discussions about what happened at #FTX. Your willingness to talk to the public will help the company's customers investors"
X Link 2022-12-02T16:37Z 173.1K followers, [--] engagements

"People who put Ex: Previous Company in their LinkedIn profiles tend to be the most exhausting people to work with"
X Link 2023-08-26T16:56Z 173K followers, 198.5K engagements

"Theres a house in my town that has three (3) Land Rover Defenders in their driveway At first I thought it was like a little dumb posse of friends but now Ive seen it a few times and I think they own three Defenders Embarrassing"
X Link 2023-09-30T21:08Z 173K followers, 98.4K engagements

"A billion dollars isnt cool You know whats cool A billion dollar house"
X Link 2023-10-27T18:33Z 173K followers, 171.7K engagements

"Paycom down -40% Turns out refusing to explain why you had a bad quarter is not a good strategy Paycom earnings call is laugh out loud funny Never seen a more bewildered set of analysts or a more obstinate CEO in the face of such a poopy quarter (-32%) Analyst 1: Is it this Or this Chad: No. Also no Analyst 2: How about this Or this Chad: Also no to you. No again https://t.co/QVfLeRseGb Paycom earnings call is laugh out loud funny Never seen a more bewildered set of analysts or a more obstinate CEO in the face of such a poopy quarter (-32%) Analyst 1: Is it this Or this Chad: No. Also no"
X Link 2023-11-01T13:22Z 173K followers, 71.7K engagements

"Cool analysis of the Risk v. Reward of joining a startup at different stages The Answer:"
X Link 2023-11-01T16:58Z 173K followers, 51.6K engagements

"Bourdain was the best of us Frequently Ive come to regret things Ive said. This from [----] is not one of those times: https://t.co/1NiHlupJkL Frequently Ive come to regret things Ive said. This from [----] is not one of those times: https://t.co/1NiHlupJkL"
X Link 2023-11-30T13:12Z 173K followers, 67.9K engagements

"$CRM -17% Turns out this was a bad strategy"
X Link 2024-05-29T22:12Z 173K followers, 163.8K engagements

"New Mag 7: - Rheinmetall (German arms manufacturer) - Solana (VC bailout shitcoin) - Palantir (Salesforce for murdering people) - Hims ( DTC dick pills) - Dave Inc (Its a neobank named Dave) - All new appliances + vehicles purchased before the tariffs - Gold"
X Link 2025-03-03T18:02Z 172.6K followers, 148.8K engagements

"How It Started How It's Going"
X Link 2025-04-04T19:00Z 173K followers, 525.8K engagements

"I have seen thousand of people laid off. Here is my guide to not being laid off. [--]. Be great at your job [--]. Dont be in a role that is susceptible to being laid off So lets talk about #2. Most people dont think about their role enough. If you cant answer the following questions or the answer is negative you need to start looking for a different role or accept the layoff risk. You should know: [--]. How connected is my work to generating profits for the business [--]. Can I directly connect my work to important business outcomes [--]. How easy would it be to automate my work [--]. Is there someone or a"
X Link 2025-05-31T14:22Z 173.1K followers, 196.9K engagements

"I asked Gemini and ChatGPT to construct a portfolio based solely on the new 300+ slide Mary Meeker AI Trend report Here were the results. Who do you think wins"
X Link 2025-05-31T17:42Z 173.1K followers, 338.5K engagements

"The coordinated pumping of $OSCR by retail Twitter accounts led their followers to slaughter. Down 40% in the last three weeks. Careful out there"
X Link 2025-07-22T12:38Z 173.1K followers, 198.3K engagements

"Stock is up 8% YTD. Theyve made $2.5B in the last [--] months. Fucking despicable. Will never buy their products again. Morally reprehensible. Sherwin-Williams suspends 401(k)-matching amid weak sales #MacroEdge Sherwin-Williams suspends 401(k)-matching amid weak sales #MacroEdge"
X Link 2025-09-15T01:27Z 173.1K followers, 572.1K engagements

"$WIX is absolutely cranking the distribution machine on Base44"
X Link 2025-09-24T21:22Z 173K followers, 32.6K engagements

"What stock are you pounding the table on ahead of earnings Why Free chance to call your shot and take a future victory lap and call every an idiot for not listening to you"
X Link 2025-10-05T15:07Z 173.1K followers, 107.4K engagements

"So the common consensus is that: - everything not related to AI is in a recession - which gives the Fed coverage to cut into an already frothy market - which is going to cause stocks to go parabolic - so buy stocks before they go parabolic Got it. Good luck to all"
X Link 2025-10-20T21:29Z 173K followers, 67.9K engagements

"Fuck it back in Intel at $24.90. Trump is obviously gonna manipulate the shit out of this thing Fuck it back in Intel at $24.90. Trump is obviously gonna manipulate the shit out of this thing"
X Link 2025-10-23T20:30Z 173.1K followers, 280.3K engagements

"Interesting potential narrative violation from the Atlassian earnings call Customers using AI coding tools are expanding paid seats on JIRA faster than those who dont"
X Link 2025-11-01T19:05Z 173.1K followers, 196.6K engagements

"Gemini app downloads are catching up to ChatGPT and Gemini users now spend more time in the app than ChatGPT users"
X Link 2025-11-30T14:31Z 173.1K followers, 452.3K engagements

"Microsoft and Walmart both had lost decades where their stocks were flat only to experience a re-founding and explosive returns There was enormous latent value waiting to be unlocked What are potential candidates for this today Disney is one. Intel is another. Who else"
X Link 2025-12-07T02:36Z 172.6K followers, 155.4K engagements

"Ironically (and quite unfortunately) for the people complaining about an AI bubble the bubble that actually popped was quality compounders trading at 50x NTM earnings"
X Link 2025-12-10T22:23Z 173.1K followers, 73.5K engagements

"@lighthousejerry Hmmm. Should I rotate my Google into Mexican cement"
X Link 2025-12-27T18:06Z 173.1K followers, [----] engagements

"Think @edsim nailed this: Most enterprise systems were built to store records. They were never designed to capture decision logic as it unfolds. That gap is now becoming the bottleneck for AI adoption. Who will win the right to be the context layer/system of record for Enterprise context Thats the trillion dollar question https://twitter.com/i/web/status/2004994693134795094 https://twitter.com/i/web/status/2004994693134795094"
X Link 2025-12-27T19:16Z 173K followers, 53.2K engagements

"IMO the most interesting point from Ricky Sandler interview: [--]. Market is dominated by short-term investors [--]. Who dont care about the business they care about the stock [--]. Who cant own things with negative momentum [--]. Amplifying downside [--]. Which creates opportunity"
X Link 2025-12-29T21:01Z 173K followers, 120.5K engagements

"A few things I enjoyed reading as we head into the new year Dan Wangs Annual Letter: These are always great but I appreciated this one even more after reading his book Breakneck this year. Which you should also do if you havent. Lots of great insights on how China and the US are deploying AI and some descriptions of SF/SV that had me laughing out loud Seth Klarman: How Warren Buffett Did It Whats to say One of the greats writing about the G.O.A.T. The Terminalist: Asymmetry is all you need This is an absolutely wonderful history of information markets from harvest season in the Middle Ages to"
X Link 2026-01-02T12:52Z 173K followers, 76.6K engagements

"The worst thing you can do in this market is make an acquisition The market will shoot your stock in the face over and over and over because you have admitted that you suck and need to buy something to not suck Thanks for coming to my TED talk What's going on https://t.co/1djE6UqTUj What's going on https://t.co/1djE6UqTUj"
X Link 2026-01-09T23:05Z 173.1K followers, 161.3K engagements

"@akramsrazor This is why software keeps going down lol. ShitCo sells off. Everyone looks at other companies and says well if A is worth B then C cannot be worth D. Doom loop"
X Link 2026-01-15T20:11Z 173K followers, 44.4K engagements

"@SayNoToTrading Whats not to like besides the valuation Ton of tailwinds for them. I suppose you could argue that AI means theyll need to drop their prices to fight off cheaper alternatives"
X Link 2026-01-17T01:26Z 173.1K followers, [----] engagements

"Two companies Ill never own. I literally refuse to research them. Everything I know has been forced upon me. Ill just have to make my money some other way: [--]. Applovin: Stupid fucking name for a company [--]. Constellation Software: Insufferable Canadian shareholders"
X Link 2026-01-21T02:32Z 173.1K followers, 70.2K engagements

"SBC is irrelevant to the software convo [--]. Nobody mentions SBC until stocks go down [--]. They dont care when stocks go up [--]. AI is killing software or it isnt [--]. If AI kills software SBC doesnt matter [--]. If AI isnt killing software stocks go back up. SBC doesnt matter"
X Link 2026-01-22T18:11Z 172.8K followers, 117.1K engagements

"Anthropic uses Workday. OpenAI uses Slack. Its incredibly clear to anyone with half a brain that nobody is vibe-coding critical infrastructure. It is genuinely the lowest EV activity you can do. That bear case is dead (to I think most sensible investors). BUT there are others. Heres my remaining set of bear cases for SaaS stack ranked. If youre going to invest in SaaS you should be aware of all these and have a very strong POV on how impactful they are and the timeline on which you think they will (or wont) play out [--]. Platform differentiation trends toward zero hurting CAC as each"
X Link 2026-01-26T01:52Z 173.1K followers, 385K engagements

"@dalibali2 Yeah thats a combo of [--] [--] and [--]. Basically youll have [---] options to pick from so why would you subject yourself to being chiseled by your SOR for some dumb add-on"
X Link 2026-01-26T02:12Z 173.1K followers, [----] engagements

"@dalibali2 You have to believe they can somehow lock down the context/maintain data gravity to keep their pricing power. TBD"
X Link 2026-01-26T02:13Z 172.9K followers, [----] engagements

"Heres an incredibly simple bull case for the incumbent systems of record or at least a simple rebuttal of the seat loss + shrinking customer LTV bear case: [--]. AI has actually expanded their TAM which is now the opportunity to displace labor by charging for outcomes instead of seats [--]. If a business currently spends $20-50 to close a support ticket they are thrilled to pay [--] cents for AI to solve it and potentially also have to hire fewer support reps. Similar dynamic with leads and business development reps [--]. No company actively wants to use another vendor. It is so so so so so much easier"
X Link 2026-01-27T02:48Z 173K followers, 89.8K engagements

"Ok now send software back to zero Now make them think software isnt dead https://t.co/dZEuQ0zGxT Now make them think software isnt dead https://t.co/dZEuQ0zGxT"
X Link 2026-01-27T19:19Z 173.1K followers, 71.4K engagements

"$NOW earnings response is justnot a good sign for software"
X Link 2026-01-29T00:48Z 172.5K followers, 85.9K engagements

"Finally got around to the $NOW call. This made me laugh You can give us the market cap back"
X Link 2026-01-29T02:47Z 173K followers, 120.5K engagements

"Oh my @rubicon59 @25x Excited to buy MSFT in the $300s as an AI loser @rubicon59 @25x Excited to buy MSFT in the $300s as an AI loser"
X Link 2026-01-29T15:17Z 173K followers, 123.2K engagements

"What you are watching is a complete loss of confidence and total capitulation on an entire business model by people who cant afford to be wrong on a one year timeframe These buyers have decided its too hard and therefore theyre out"
X Link 2026-01-29T18:52Z 173K followers, 253.1K engagements

"I am not saying to buy software. But I am saying if you have duration you have an advantage on this one. Unless it all goes to zero of course"
X Link 2026-01-29T18:52Z 172.8K followers, 53.5K engagements

"Guys what are we doing here We doing this again If MSFT is screwed every software company is a [--]. The AI trade is done too I cant wait to buy this dip. Lag [--] baby. Let the hate flow. Claude will eat them. Google will eat them. Fire Satya Fire Satya See you in the 300s"
X Link 2026-01-30T01:39Z 173K followers, 135.9K engagements

"The funny part of all this is ServiceNows retention went back UP from 97% to 98%"
X Link 2026-01-30T16:35Z 173K followers, 39.7K engagements

"DOOM LOOP @akramsrazor This is why software keeps going down lol. ShitCo sells off. Everyone looks at other companies and says well if A is worth B then C cannot be worth D. Doom loop @akramsrazor This is why software keeps going down lol. ShitCo sells off. Everyone looks at other companies and says well if A is worth B then C cannot be worth D. Doom loop"
X Link 2026-01-30T17:10Z 173K followers, 31.2K engagements

"You should have just put it all in GOOGL Hit me with the harshest reality truth. https://t.co/fgIWAtqP4u Hit me with the harshest reality truth. https://t.co/fgIWAtqP4u"
X Link 2026-01-30T17:46Z 173K followers, 90.9K engagements

"Atta boy Jamie"
X Link 2026-01-30T18:17Z 173K followers, 328.3K engagements

"So youre saying SBC is going to come down because software companies will need fewer employees Revenue per employee up 75% for the top decile of AI/software companies in [----]. Probably doesnt slow down in [----] given the December revolution in AI coding agents. Nothing to see here move along. No evidence of AI productivity anywhere. https://t.co/KDMmMYcoLj Revenue per employee up 75% for the top decile of AI/software companies in [----]. Probably doesnt slow down in [----] given the December revolution in AI coding agents. Nothing to see here move along. No evidence of AI productivity anywhere."
X Link 2026-01-30T18:43Z 173K followers, 52.4K engagements

"If your thesis for buying a software company references a revenue multiple even as a supporting point Im sorry but you deserve to lose all your money"
X Link 2026-01-30T21:32Z 173K followers, 67.7K engagements

"The simple fact of the matter is there shouldnt be a company call Applovin that is worth $200B We are supposed to be a serious nation with serious capital markets The simple fact of the matter is there shouldnt be a company call Applovin that is worth $200B We are supposed to be a serious nation with serious capital markets"
X Link 2026-01-31T12:58Z 173.1K followers, 75.9K engagements

"$GOOGL We cannot have a fair market for AI when Google leverages their search monopoly to see 3.2x as much of the web as OpenAI 4.8x as much as Microsoft and more than 6x as much as nearly everyone else. Most data wins in AI. Google needs to play by the same rules as everyone else. We cannot have a fair market for AI when Google leverages their search monopoly to see 3.2x as much of the web as OpenAI 4.8x as much as Microsoft and more than 6x as much as nearly everyone else. Most data wins in AI. Google needs to play by the same rules as everyone else"
X Link 2026-01-31T14:10Z 173K followers, 32.2K engagements

"The reported death of third party apps is greatly exaggerated to put it mildly. Our data shows a continued shift toward 3rd party applications across most use cases"
X Link 2026-01-31T14:19Z 173K followers, 17.8K engagements

"https://www.a16z.news/p/leaders-gainers-and-unexpected-winners https://www.a16z.news/p/leaders-gainers-and-unexpected-winners"
X Link 2026-01-31T14:20Z 172.5K followers, 12.8K engagements

"@taobanker Reels engagement vs NFLX engagement should make people nervous here. Im not sure NFLX is the ai-slop-safe-haven they are holding themselves up to be YouTube is a juggernaut Why did NFLX feel such urgency to accelerate the end game w/ WBD acquisition"
X Link 2026-01-31T15:03Z 172.7K followers, 12.3K engagements

"A great comment from a friend who is coding with these Al tools around the clock: "For the hype you read online it's just really difficult to tell the difference between a genuine breakthrough propaganda to justify valuations and LLM psychosis""
X Link 2026-01-31T15:39Z 173K followers, 59.1K engagements

"@RHouseResearch Is this the right way to think about it They need OpenAI to keep fighting. Of course they are making the investment. Its existential"
X Link 2026-02-01T01:43Z 172.7K followers, [----] engagements

"@HedgeyeComm Do you mean these companies specifically or that you think the concept of needing to collaborate across an organization digitally will disappear"
X Link 2026-02-01T12:04Z 172.6K followers, 14.9K engagements

"Watching software stocks get destroyed for either being zeros or low-margin commoditized wrappers for LLMs Zuckerberg seems smarter by the day for spending to secure his independence on intelligence. Plus he had the accelerated revenue to show for it"
X Link 2026-02-01T14:13Z 173K followers, 59.4K engagements

"Its increasingly obvious from these software takes who has never worked in a real business in their entire life"
X Link 2026-02-01T19:18Z 173K followers, 79.2K engagements

"Id like to buy some software but all I can do is stand back in awe at the indiscriminate vomiting in these names. Microsoft included Never seen anything like it. Just have to wait till everyone capitulates. It feels close but it just keepings going"
X Link 2026-02-02T19:40Z 173K followers, 82.6K engagements

"Pro Tip: Don't tweet shit like this The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"
X Link 2026-02-02T21:42Z 173K followers, 271.6K engagements

"Who would subject themselves to having their stock gunned up and down 50% between quarters unless they had to And increasingly you dont have to Being public is now a distraction and a hindrance to building a business. Being private is a competitive advantage Why dont private companies want to go public Figma. Why dont private companies want to go public Figma"
X Link 2026-02-03T00:10Z 172.8K followers, 107.8K engagements

"@Teslaconomics"
X Link 2026-02-03T04:11Z 173K followers, 42.3K engagements

"If youre wondering how low software can trade you dont have to look far into the past Looks like the indiscriminate vomiting will continue today. And tomorrow. And the next day. No need to be a hero"
X Link 2026-02-03T14:00Z 173K followers, 56.4K engagements

"@matt_slotnick Nah its that the labs can hypothetically one-shot you so why stand in front of that train. Why express short AI in the marketplace"
X Link 2026-02-03T16:04Z 172.8K followers, 19.5K engagements

"Me: software sellers must be getting exhausted Software sellers:"
X Link 2026-02-03T18:38Z 173K followers, 67.6K engagements

"Bought LEAPs today. Not investment advice. You have seen how these stocks trade. They trade like they are going to zero. Im fine (and mostly expect) this will go to zero Samsara is very interesting to me during this software sell-off [--]. 2nd time CEO loved by employees [--]. Hook into hardware/physical world = less likely to be disrupted by AI [--]. Growing like a weed [--]. Multi-product success becoming SOR [--]. Profitable Not cheap but getting there Samsara is very interesting to me during this software sell-off [--]. 2nd time CEO loved by employees [--]. Hook into hardware/physical world = less likely to"
X Link 2026-02-03T20:04Z 173K followers, 106.1K engagements

"Vaporized by AI Dev Kantesarias Stock Portfolio: https://t.co/wcgkq79dOm Dev Kantesarias Stock Portfolio: https://t.co/wcgkq79dOm"
X Link 2026-02-03T22:29Z 172.7K followers, 89.9K engagements

"@Cashflow_Cowboy Bitter from losing to software for [--] years. Feels good for it to blow up in the end (for now)"
X Link 2026-02-03T23:12Z 172.7K followers, 10.5K engagements

"You are sheltering equities with no terminal value when the marginal cost of intelligence goes to zero are you not"
X Link 2026-02-03T23:22Z 172.8K followers, 114.7K engagements

"@evrgn11112231 @Cashflow_Cowboy Dont forget about all the insiders cashing out along the way"
X Link 2026-02-03T23:31Z 173.1K followers, [----] engagements

"Its almost time. Are you ready Will you have the courage @rubicon59 @25x Excited to buy MSFT in the $300s as an AI loser @rubicon59 @25x Excited to buy MSFT in the $300s as an AI loser"
X Link 2026-02-04T00:41Z 172.8K followers, 90K engagements

"Im fairly concentrated in big tech and I think you need to at least consider the possibility that Trump tapped a domino that has structurally damaged their TAM One of the biggest stories in the world is the growing push to curb social media and box out American giants. It's only a matter of time IMO before every country has more severe limits. https://t.co/jXwWS826Jo https://t.co/SOsEc1MrPN One of the biggest stories in the world is the growing push to curb social media and box out American giants. It's only a matter of time IMO before every country has more severe limits."
X Link 2026-02-04T12:20Z 172.8K followers, 334.4K engagements

"Heres another one. France seeking digital autonomy from the US. I think this is a real trend https://www.zdnet.com/article/france-dumps-teams-zoom-digital-sovereignty-replacement/ https://www.zdnet.com/article/france-dumps-teams-zoom-digital-sovereignty-replacement/"
X Link 2026-02-04T12:22Z 172.8K followers, 30.4K engagements

"How isnt this the top of the capex trade What is there left to spend Plus someone is going to lose or tap out right Open to how this is wrong"
X Link 2026-02-05T00:07Z 173.1K followers, 141.4K engagements

"TSM isnt even up 1% after hours"
X Link 2026-02-05T00:12Z 173K followers, 22.1K engagements

"@theloaner11 Its literally just a question and Im curious what people think"
X Link 2026-02-05T00:14Z 173.1K followers, [----] engagements

"Why isnt this eye-popping capex number (and stock price response) long-term bearish for $AVGO. Didnt the incentive to get away from them just accelerate Another capex tourist question thank you for indulging me and educating me why I love this site despite its flaws"
X Link 2026-02-05T12:58Z 173.1K followers, 42.9K engagements

"Google Capex on purpose Tell market This is what it will take to defeat us before IPOs hit"
X Link 2026-02-05T15:18Z 173K followers, 32.6K engagements

"$NOW partnered with OpenAI and then OpenAI immediately turned around and took a bit of NOWs lunch The companies that succeed in the future are going to make very heavy use of AI. People will manage teams of agents to do very complex things. Today we are launching Frontier a new platform to enable these companies. The companies that succeed in the future are going to make very heavy use of AI. People will manage teams of agents to do very complex things. Today we are launching Frontier a new platform to enable these companies"
X Link 2026-02-05T16:26Z 172.7K followers, 98.9K engagements

"Went out to lunch. People were smiling and enjoying their day. But they dont know that accountants are going away. Lawyers. Radiologists. Journalists. Marketers. Gig workers. Factory workers. Long-haul truckers. Developers If they knew they wouldnt be smiling. God help them"
X Link 2026-02-05T17:58Z 173.1K followers, 193.8K engagements

"A lot of people taking this post seriously. But I ask youare they taking it seriously enough"
X Link 2026-02-05T19:08Z 172.7K followers, 23.4K engagements

"A lot of people are learning very very very painful lessons about keeping too much of their net worth in company stock"
X Link 2026-02-05T20:38Z 173.1K followers, 131.1K engagements

"The Jasshole will not save us. Buckle up"
X Link 2026-02-05T20:45Z 173.1K followers, 72.6K engagements

"LMAO The founders will pause their selling The lads at $TEAM still mechanically puking their shares every single day even as their stock falls of a cliff Even Benioff stopped selling November Benioff Hes sold shares every day for like a decade https://t.co/azrQH9mTNL The lads at $TEAM still mechanically puking their shares every single day even as their stock falls of a cliff Even Benioff stopped selling November Benioff Hes sold shares every day for like a decade https://t.co/azrQH9mTNL"
X Link 2026-02-05T21:27Z 173.1K followers, 77K engagements

"@kmad The market is voting that they are right. TBD"
X Link 2026-02-06T02:44Z 172.5K followers, [----] engagements

"@jbulltard1 Bottom"
X Link 2026-02-06T02:54Z 173.1K followers, 12.8K engagements

"@GRoditiD Salesforce already well on their way here. Well not the price cuts 😂"
X Link 2026-02-06T03:06Z 172.7K followers, [----] engagements

"Jassy was too slow to invest in capex and got a wedgie from investors who said more capex you loser So he said fine wanna see capex Ill fuccin show you capex but now everyone hates capex"
X Link 2026-02-06T03:32Z 173K followers, 75.4K engagements

"Interesting re: $SHOP Super positive best in three years We see a huge % of Shopify GMV at Recharge and our merchants crushed Q4. Thats why SHOP being down 32% this year feels wildly disconnected from reality. I expect Q4 results announced next week to trigger a big rally. Feels like a great time to buy https://t.co/m6O7Uw1Idp We see a huge % of Shopify GMV at Recharge and our merchants crushed Q4. Thats why SHOP being down 32% this year feels wildly disconnected from reality. I expect Q4 results announced next week to trigger a big rally. Feels like a great time to buy https://t.co/m6O7Uw1Idp"
X Link 2026-02-06T12:09Z 173.1K followers, 63.6K engagements

"I bought some $SHOP because it would be funny if investing was this easy"
X Link 2026-02-06T12:14Z 172.8K followers, 13K engagements

"Owning $AMZN is like being in an abusive relationship I cant figure out whether to buy more or sell it completely and walk away"
X Link 2026-02-06T13:11Z 173.1K followers, 45.7K engagements

"Closed these out this week. They say never to fall in love with a stock but I fell in love with you Google. The finest business in the world by my estimation But given how bombed out the literal entirety of the digital world is there are other hated stocks that need my love Its not goodbye its just see you later. Im sure they will doubt you again one day. And Ill be there to lift you back up. Stay gold Sundar God all of you fuckers are so bearish on GOOG I had to buy some [----] LEAPS see you morons in a few years God all of you fuckers are so bearish on GOOG I had to buy some [----] LEAPS see"
X Link 2026-02-07T00:30Z 173K followers, 116.9K engagements

"@blueprintsmb22 Market saying they have the least durable cash flows and all these guys are locked in a battle for survival and have no choice but the spend spend spend spend spend spend spend. We will see"
X Link 2026-02-07T01:04Z 172.9K followers, [----] engagements

"Atlassian decline legitimately really sad to me. OGs of product led growth. Everyone and I mean everyone looked up to them. Including me. True Bucco heads will remember that the early iteration of this account was a TEAM stan account. Really hope they figure it out"
X Link 2026-02-07T01:29Z 173.1K followers, 43.1K engagements

"Never really needed to raise money. So kind of seems like a lifestyle business that got really big. Not sure theyre built for war time. Hope Im wrong"
X Link 2026-02-07T01:31Z 173K followers, 19.6K engagements

"@alexiskold Vibe coding is not the bear case"
X Link 2026-02-07T01:32Z 172.4K followers, [----] engagements

"Why it feels cant win for incumbent SaaS: - Open platform You are a dumb pipe/filing cabinet - Close platform Admitting youll get layered - Lay off people to manage SBC Admitting youre a melting ice cube - Add AI Margins down. Low quality growth Bears in control"
X Link 2026-02-07T15:43Z 173K followers, 45K engagements

"@taobanker Increasingly AI garbage"
X Link 2026-02-07T18:38Z 172.6K followers, [----] engagements

"@OnodaCapital @pekwat I would pay good money to watch them IPO"
X Link 2026-02-07T18:47Z 172.6K followers, [---] engagements

"https://steve-yegge.medium.com/the-anthropic-hive-mind-d01f768f3d7b https://steve-yegge.medium.com/the-anthropic-hive-mind-d01f768f3d7b"
X Link 2026-02-07T19:01Z 173K followers, 37.7K engagements

"@firstadopter Search is literally accelerating Your pick for the year Microsoft is facing deeper and more existential disruption risk than Google Be serious for a single minute"
X Link 2026-02-08T01:47Z 172.8K followers, 17.9K engagements

"@thogge @firstadopter Yeah agreed there. I think. Agentic commerce maybe but prime logistics and inventory are big moats"
X Link 2026-02-08T13:33Z 172.9K followers, [---] engagements

"And so it begins. These companies only need 60% of their employees. Yes AI will help. But they need to fix their cost structures. Immediately. I expect massive layoffs in SaaS/fintech DORSEYS BLOCK CUTTING UP TO 10% OF ST AFF IN EFFICIENCY PUSH DORSEYS BLOCK CUTTING UP TO 10% OF ST AFF IN EFFICIENCY PUSH"
X Link 2026-02-08T18:31Z 173K followers, 179.5K engagements

"@adamac Too much imo. But 3040% at least"
X Link 2026-02-08T18:33Z 172.7K followers, [----] engagements

"My dad is in his 70s and told me today that he prefers Claude because it has better taste. I shit you not Old man must have a burner on here"
X Link 2026-02-10T00:00Z 173.1K followers, 41.9K engagements

"@thogge In fact it would accelerate"
X Link 2026-02-10T16:50Z 172.9K followers, [----] engagements

"@LizSimmie Sure. I think fee compression is inevitable though"
X Link 2026-02-10T18:44Z 172.9K followers, [---] engagements

"@BullandBaird https://x.com/buccocapital/status/2021290505015799809s=20 @HaydenH36 IMHO the only reason to use the advisor is if youre a Panican https://x.com/buccocapital/status/2021290505015799809s=20 @HaydenH36 IMHO the only reason to use the advisor is if youre a Panican"
X Link 2026-02-10T18:51Z 173K followers, 19.6K engagements

"@BullandBaird What should the fee be for guy who says dont sell to you Seems like fee compression is inevitable. Seems like low end getting eaten is inevitable. Will always be a market but a different game now"
X Link 2026-02-10T19:04Z 172.9K followers, [----] engagements

"@Beutty @HaydenH36 Not me"
X Link 2026-02-10T19:05Z 173K followers, [----] engagements

"@AJButton2 Will get wrapped in a UI. And advisors will use it to scale. Fee compression. Low end eaten"
X Link 2026-02-10T19:06Z 173.1K followers, [----] engagements

"@edzitron You should put your money where your mouth is and buy every asset that goes down because of AI since its all bullshit"
X Link 2026-02-10T20:40Z 172.9K followers, 11K engagements

"@matt_slotnick Is this true I dont think any public investor cares about dreams right now. IMHO theres never been a more advantageous time to be a private business. Complete distraction to be public"
X Link 2026-02-12T21:59Z 173.1K followers, [----] engagements

"@BeenThereCap Is this exact dynamic not playing out as we speak"
X Link 2026-02-12T22:55Z 173.1K followers, [----] engagements

"@Midnight_Captl Apple Going away. DoorDash Going away. Amex Going away"
X Link 2026-02-13T17:17Z 173.2K followers, [----] engagements

"How will white collar workers respond to having their work product fed into an AI model as context for their digital replacements Happening to tech support today. Doesn't seem there's really anything they can do about it. But weird dynamic that should only get more contentious"
X Link 2026-02-15T18:13Z 173.1K followers, [----] engagements

"Here is V2 of my company "Initiation Report" Deep Research Prompt. Serious thanks to the community for the feedback. This thing is pretty badass now. _____ I've made several updates: No longer too positive: People rightfully called out that the previous model rated everything a buy. I made several updates. I hardcoded some default investment hurdles (you can change them). But you can see this in action with Shopify which the new prompt rated a hold (previously it was a buy) Entry Points Matter: It now uses the hardcoded investment hurdles to determine the right entry point. Business Quality"
X Link 2025-08-04T16:26Z 173.3K followers, 388.9K engagements

"Nothing makes finance folks angrier than reminding people that over a sufficiently long period of time one can earn roughly 10% by investing in a diversified portfolio of the [---] strongest businesses on earth and then logging off to go live your life"
X Link 2026-01-04T18:10Z 173.3K followers, 727.1K engagements

"@s77nu @zarazhangrui Your customers dont care what your internal tech stack looks like. These startups are in the fight for their life with scarce capital and talent. I just cannot think of a circumstance where building and maintaining internal tech beats building your product and serving customers"
X Link 2026-02-14T12:37Z 173.3K followers, [----] engagements

"I know Im late to the party but everyone I talk to who has gone to Sphere for concerts as well as movies absolutely raves about it Why isnt $SPHR a long I know Im late to the party but everyone I talk to who has gone to Sphere for concerts as well as movies absolutely raves about it Why isnt $SPHR a long"
X Link 2026-02-12T15:25Z 173.3K followers, 107.5K engagements

"People talk about the marketing broadening out but its just people reaching out with both hands indiscriminately buying Rocket Mortgage and CH Robinson for [---] days in a row because Coatue called them AI winners and then vomiting it all back in [--] days"
X Link 2026-02-12T17:49Z 173.3K followers, 23.4K engagements

"Faster now "Now send software to zero again" https://t.co/6gCRjxqBo0 "Now send software to zero again" https://t.co/6gCRjxqBo0"
X Link 2026-02-12T18:41Z 173.3K followers, 27.5K engagements

"@bucketshopcap Because its better for meta and YouTube and they are eating attention"
X Link 2026-02-14T12:42Z 173.3K followers, [----] engagements

"Seeing a lot of accounts (mostly retail investors) comparing this software selloff as a similar opportunity to buying Google last year Yall are gonna get your face ripped clean off"
X Link 2026-02-16T02:02Z 173.3K followers, 116.3K engagements

"The United States spent $260B over [--] years to go to the moon Andy Jassy intends to spend $200B next year on Rufus and Trainium and Alexa and losing a little market share to Google instead of a lot Andy Jassy is a financial terrorist"
X Link 2026-02-16T02:43Z 173.3K followers, 56.1K engagements

"Taleb silently ignored [--] invitations to Lexs podcast for years and years Hilarious that hes going nuclear only because Lex claimed that he could read Brothers K in a week"
X Link 2023-01-01T23:56Z 173.2K followers, 199.3K engagements

"I am looking for the next obvious swing like $GOOGL in May and I don't see it. Market is just so frothy. Sometimes all there is to do is be patient and keep turning over rocks"
X Link 2025-10-19T03:05Z 173.2K followers, 127.9K engagements

"Fine quarter for $COUR. Will continue to hold - New CEO has a lot of wood to chop bringing the Amazon Way to Coursera but I am happy with the progress he is making. Tightening up the conversion funnel fixing pricing bringing in new leadership. 2-3 year journey here. - Consumer segment revenue is accelerating which was the core thesis as AI drives massive demand for upskilling. You can just hear the higher level of execution here w/ focus on pressing gas when they see higher ROAS esp. w/ funnel now going to durable subscription v single course sign-up - Coursera Plus is now 50%+ of consumer"
X Link 2025-10-24T11:35Z 173.2K followers, 23.6K engagements

"All the bad stocks in my portfolio are just one Indian CEO away from being ten baggers"
X Link 2025-12-09T03:41Z 173.2K followers, 310.2K engagements

"Heres a simple prompt Ive been using to get up to speed on the big active debates when researching a new business Helps to understand what Im going to need to have a strong opinion about and how others might be positioned ______ Act as an Equity Research Analyst. I need you to perform a deep-dive analysis on Ticker. Please structure your response into the following three sections: [--]. THE KEY DEBATES Identify the 3-5 most critical debates currently happening around this stock that are driving its valuation. These should be specific controversies or uncertainty points (e.g. "durability of"
X Link 2025-12-30T00:27Z 173.2K followers, 95.7K engagements

"$AXON $TOST $IOT all held up well today All have hardware. All serve end users who wont be replaced by LLMs"
X Link 2026-01-15T00:41Z 173.2K followers, 43.8K engagements

"Another bloodbath SaaS day but $AXON $TOST $IOT $TTAN are green (or basically flat) [--]. Deep vertical integration [--]. Fintech + hardware integration [--]. Users cant be replaced by LLM Better odds AI is a tailwind or at least wont kill them All expensive. Not investment advice"
X Link 2026-01-16T20:14Z 173.2K followers, 47.4K engagements

"Agentic coding is causing an explosion in app creation Incredibly bullish for GOOGL and META. Get ready to pay the CAC tax"
X Link 2026-01-22T13:24Z 173.2K followers, 308.5K engagements

"$2T in capex for this btw"
X Link 2026-01-28T01:53Z 173.2K followers, 472.6K engagements

"This is the market sentiment for software right now. If you dont lean into AI you are dead. But also if you do generate AI revenue its garbage revenue and you are also dead @buccocapital Its just a healthy 5% correction after the stock running so hot based on their amazing ramp up of AI usage to 500M of low margin actions. Whats there not to like @buccocapital Its just a healthy 5% correction after the stock running so hot based on their amazing ramp up of AI usage to 500M of low margin actions. Whats there not to like"
X Link 2026-01-29T13:48Z 173.2K followers, 79.8K engagements

"Adobe has the opportunity to do the funniest thing"
X Link 2026-01-29T21:46Z 173.2K followers, 730.6K engagements

"OK to be very serious for a minute Make sure your resume is up to date if you work at a hyperscaler a software company or a hardware company Cuts are coming"
X Link 2026-02-05T22:25Z 173.2K followers, 184.9K engagements

"Quite a visual from OpenAI. Your system of record is a dumb pipe and we will layer [--] rows of value on top of it to steal the relationship and all the economics along with it No wonder SaaS is in the gutter"
X Link 2026-02-06T02:26Z 173.2K followers, 161.8K engagements

"$RDDT -36%. Thanks for playing How can anyone comfortably own Reddit stock It moves 50% every [--] months. Companies are only using it because AI destroyed their top-of-funnel search and consultants are telling them to spam Reddit for AI SEO Even if it works return on brain damage here seems not worth it How can anyone comfortably own Reddit stock It moves 50% every [--] months. Companies are only using it because AI destroyed their top-of-funnel search and consultants are telling them to spam Reddit for AI SEO Even if it works return on brain damage here seems not worth it"
X Link 2026-02-06T20:59Z 173.2K followers, 92.8K engagements

"@lfg_cap @WaterworldCapi1 $SE"
X Link 2026-02-07T00:55Z 173.2K followers, [---] engagements

"Looks like $HIMS shareholders no longer owna compounder Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who"
X Link 2026-02-07T20:53Z 173.2K followers, 86.9K engagements

"Unbelievable how many of these ads are GLP-1s. What a fat fucking pathetic country we are"
X Link 2026-02-09T02:54Z 173.2K followers, 165K engagements

"@GHadjia Rule of [--] 😂"
X Link 2026-02-12T13:02Z 173.2K followers, 12.6K engagements

"@dpaluszek Not seeing that buy yet"
X Link 2026-02-13T02:19Z 173.2K followers, [----] engagements

"@Biohazard3737 Yes. But need to think thru YouTube and meta eating time. Its not a positive trend for Netflix"
X Link 2026-02-13T11:10Z 173.2K followers, [----] engagements

"@JaredKubin Toast and HubSpot both up 25% off their post earning lows in only one day. Interesting"
X Link 2026-02-13T14:44Z 173.2K followers, [----] engagements

"@jasonlk Agree. Only two ways our IMHO https://x.com/buccocapital/status/2021929097740304480s=20 Nonzero chance these SaaS names chop for years. Companies have put up results that show zero - literally zero - impact from AI But there is no valuation support and you cant disprove a negative (youre just not deadyet) Two ways out: [--]. Accelerate [--]. Become quite profitable https://x.com/buccocapital/status/2021929097740304480s=20 Nonzero chance these SaaS names chop for years. Companies have put up results that show zero - literally zero - impact from AI But there is no valuation support and you"
X Link 2026-02-13T16:06Z 173.2K followers, [----] engagements

"@bucketshopcap I am definitely eyeing Netflix as a long just sharing what makes me nervous. Movies might not go away but people could watch fewer movies and more short-form video Several things Netflix is doing make it clear they are very nervous about YouTube specifically"
X Link 2026-02-14T12:47Z 173.2K followers, [---] engagements

"For [--] yrs we treated the supremacy of asset-light businesses as a permanent economic law But if AI commoditizes asset-light businesses wed just be reverting to the historical mean where value accrued to atoms infrastructure energy It would be a [--] year blip. An anomaly"
X Link 2026-02-07T17:13Z 173.3K followers, 1.1M engagements

"Guy who works at Palantir but draws the line at working with ICE SCOOP: Tensions at Palantir have grown in recent weeks over the company's work with ICE. On Friday CEO Alex Karp tried to calm concerns in an hourlong video that offered few specificsinstead offering NDAs to workers who want to understand how it's empowering ICE. https://t.co/Av79tCEzAZ SCOOP: Tensions at Palantir have grown in recent weeks over the company's work with ICE. On Friday CEO Alex Karp tried to calm concerns in an hourlong video that offered few specificsinstead offering NDAs to workers who want to understand how"
X Link 2026-02-10T21:45Z 173.3K followers, 245.6K engagements

"Laughed out loud at this The bull case for HOOD is that youllchecks transcript cross-sell prediction market gamblers retirement accounts"
X Link 2026-02-11T02:33Z 173.3K followers, 96.2K engagements

"SHOP +22%. I love this site. Investing is easy"
X Link 2026-02-11T12:14Z 173.3K followers, 61.5K engagements

"https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T13:13Z 173.3K followers, 127.7K engagements

""Now send software to zero again" Now make them think software isnt dead https://t.co/dZEuQ0zGxT Now make them think software isnt dead https://t.co/dZEuQ0zGxT"
X Link 2026-02-11T20:00Z 173.3K followers, 91.7K engagements

"Who is buying Palantir up here I just don't get it. I mean there's a lot I don't get but man shit is crazy. Feel like this is going red Who is buying Palantir up here I just don't get it. I mean there's a lot I don't get but man shit is crazy. Feel like this is going red"
X Link 2026-02-12T02:20Z 173.3K followers, 51.8K engagements

"*COINBASE: CUSTOMERS UNABLE TO BUY SELL TRANSFER AT THIS TIME of course *COINBASE: CUSTOMERS UNABLE TO BUY SELL TRANSFER AT THIS TIME of course"
X Link 2026-02-12T19:24Z 173.3K followers, 63.6K engagements

"One dynamic Im watching is whether investors will destroy public software purely via sentiment/derating If they bifurcate the market where: [--]. PubCos trade at 15x GAAP earnings cannot pay SBC [--]. Privates can grow unprofitably and pay SBC Public SaaS will get eaten alive"
X Link 2026-02-12T22:52Z 173.3K followers, 44.5K engagements

"Many software executives have pulled out tens/hundreds of millions of dollars from these businesses over the last decade. As is their right Almost none have even committed to pausing their sales. Basically zero of them are buying in the open market Speaks volumes"
X Link 2026-02-13T01:52Z 173.3K followers, 96.9K engagements

"I think @MrMojoRisinX nailed it Lets see some folks step up to the plate https://x.com/MrMojoRisinX/status/2021940734446678371s=20 Continuation of my thoughts on AI and its impact on software (and other impacted spaces): Unless Im being tailgated I try not to drive looking in the rearview mirror. Were at the point where the person tailing you is experiencing road rage in traffic (not my driving) when in https://x.com/MrMojoRisinX/status/2021940734446678371s=20 Continuation of my thoughts on AI and its impact on software (and other impacted spaces): Unless Im being tailgated I try not to drive"
X Link 2026-02-13T01:54Z 173.3K followers, 42.5K engagements

"@TheStalwart Obviously businesses will try to build verifiable loops with documented context. Customer support is another good example and why its the other job being automated Other jobs will be much more difficult"
X Link 2026-02-14T21:34Z 173.3K followers, 51.6K engagements

"Anthropic loses absurd amounts of money. No path to actual profitablity currrently exists. Why is this hard for you Anthropic loses absurd amounts of money. No path to actual profitablity currrently exists. Why is this hard for you"
X Link 2026-02-15T16:56Z 173.3K followers, 41.2K engagements

"@gbaroth Im just trying to understand. If you look at your first bite this is a ten bite burrito. But you want us to believe you took a test bite to orient yourself and then tripled the bite size"
X Link 2026-02-16T01:28Z 173.3K followers, [----] engagements

"Software engineers: AI can do my job now. AI is coming for you. Be very afraid Everyone: Haha AI took your job Software engineers: No No it didnt AI can only automate tasks. It doesnt have the full context. Ive just moved to a higher level of abstraction Everyone:"
X Link 2026-02-16T13:07Z 173.3K followers, 665K engagements

"Amer Sports : +110% SP500: +36% Did I actually go long No. Idiot"
X Link 2025-11-03T18:46Z 173.2K followers, 36.1K engagements

"Guy deleted his tweet about seeing massive acceleration in GMV for $SHOP customers Up 7% today"
X Link 2026-02-09T19:21Z 173.3K followers, 37.6K engagements

"NEWS: KPMG is demanding its auditor Grant Thornton slash fees as AI makes audit work faster and cheaper or risk getting replaced. NEWS: KPMG is demanding its auditor Grant Thornton slash fees as AI makes audit work faster and cheaper or risk getting replaced"
X Link 2026-02-09T22:23Z 173.3K followers, 272.5K engagements

"$2T capex for this btw"
X Link 2026-02-10T20:36Z 173.3K followers, 233.4K engagements

"I am a collector of CEOs using the baseball analogy to describe the opportunity in front of them Really wonderful addition here from the CEO of Marriott"
X Link 2026-02-10T23:27Z 173.3K followers, 29.2K engagements

"Basically a nonzero chance of a @TheStalwart victory where software engineers write themselves out of a job first and everyone else has the boring parts of their job automated"
X Link 2026-02-14T21:20Z 173.3K followers, 67.1K engagements

"@skooookum I think it is fair to say that it is the job with the MOST available context and the easiest to verify. The core point still stands. They had a robust discussion about how much of the context that actually is and what that means for the future of SWE"
X Link 2026-02-14T21:41Z 173.3K followers, [----] engagements

"If Anthropic OpenAI and Elon are going public this year it feels like we are going to get a massive deflation vibe trade Three biggest pumpers in the game turbo pumping non-stop about the death of white collar work"
X Link 2026-02-15T14:02Z 173.3K followers, 59.9K engagements

"@sethjberman Will be interesting to see the dynamic as workers realize they are training themselves out of a job"
X Link 2026-02-15T18:10Z 173.3K followers, [----] engagements

"@_________sasa7 We spent $260B to go to the moon. $200B is not peanuts. It is an eye-popping amount of money"
X Link 2026-02-16T02:30Z 173.3K followers, [----] engagements

"Its a classic case of Jevons Paradox he said to the gentleman smiling wryly. He knew he had him Ah Jevons Paradox. I know it well. But have you considered that the market will arrive at a Cournot equilibrium All color drained from the smug mans face. How could he have forgot about Cournot competition model It was no doubt the far more esoteric and therefore superior reference. He had been bested at his own game https://twitter.com/i/web/status/2023426651271434617 https://twitter.com/i/web/status/2023426651271434617"
X Link 2026-02-16T15:58Z 173.3K followers, 88.5K engagements

"It is genuinely remarkable how much money you can make by watching negative sentiment reach a fever pitch on FinTwit and then buying Works over and over and over and over"
X Link 2026-01-26T21:55Z 173.2K followers, 190.7K engagements

"If AI actually vaporizes the entire digital economy that is very bad actually Expect it to be front and center for [--] election"
X Link 2026-02-04T15:39Z 173.2K followers, 51.6K engagements

"Still dont know what Palantir does But someone here said its like Salesforce for killing people - and thats funny enough that well just roll with that"
X Link 2024-08-06T13:34Z 173.3K followers, 827.6K engagements

"The scene from Silicon Valley about raising too much is probably the best scene from the entire show Suicide Round: A massive fundraising round that is far too big for where a startup is in terms of financial performance and product market fit. Example: $100m on $1b post with $1m ARR that's entirely based on the founders big tech pedigree. Suicide Round: A massive fundraising round that is far too big for where a startup is in terms of financial performance and product market fit. Example: $100m on $1b post with $1m ARR that's entirely based on the founders big tech pedigree"
X Link 2025-02-02T02:24Z 173.3K followers, 1.4M engagements

"Software developer job postings over the last five years Hard to find a crazier chart"
X Link 2025-02-12T23:17Z 173.3K followers, 2.8M engagements

"Microsoft conducted a study to find the Top [--] occupations with the highest AI applicability score Basically all the high-volume entry-level white-collar jobs are on here"
X Link 2025-07-31T12:57Z 173.3K followers, 155.5K engagements

"I know Im late to the party but everyone I talk to who has gone to Sphere for concerts as well as movies absolutely raves about it Why isnt $SPHR a long"
X Link 2025-09-14T13:39Z 173.3K followers, 201.3K engagements

"Who is buying Palantir up here I just don't get it. I mean there's a lot I don't get but man shit is crazy. Feel like this is going red"
X Link 2025-11-03T21:11Z 173.3K followers, 107.8K engagements

"Wonder if Ackman bought Meta"
X Link 2025-11-24T00:34Z 173.3K followers, 91.2K engagements

"Few thoughts on retail investing since its popping up again on FinTwit: - As Ive said before I think its probably the lowest ROI activity you can do if youre trying to get rich. Focus on your career - You should index 90% of your money - You have zero edge day to day. Your advantages are that you have duration no mandate and nobody forcing you to sell - It follows that the fewer trades you do the better. The more trades you do the worse you will do - Process is the only thing that matters. How rigorous is your process How do you reflect on what worked and what didnt Do you even know why it"
X Link 2025-12-19T13:59Z 173.2K followers, 379.3K engagements

"Four novels I recently read or re-read that are page-turners because they are written by absolute masters of the craft. Every single sentence I need a novel that is a real page turner Any suggestions I need a novel that is a real page turner Any suggestions"
X Link 2025-12-27T00:42Z 173.3K followers, 390.7K engagements

"The problem with application SaaS isnt vibe coding its that vibe coding is only ONE of many bear cases: [--]. There is no valuation support for many of these names. FCF is a mirage due to excessive SBC [--]. Speaking of SBC the dilution at some of these companies is absolutely disgusting. Its insulting. [--]. VCs funded thousand and thousands and thousand and thousands of these things. What happens to competition and to margins and to future profits when the incremental feature is free to make Many of these companies are zeroes [--]. Its not clear where value will accrue. Investors are thinking of"
X Link 2026-01-03T18:56Z 173.2K followers, 314.9K engagements

"Not long yet because these psychos are killing all digital businesses but its an obvious long soon"
X Link 2026-02-09T03:23Z 173.3K followers, 15.4K engagements

"@bucketshopcap Basically they could win the streaming battle but lose the attention war"
X Link 2026-02-14T12:48Z 173.2K followers, [---] engagements

"@atelicinvest Supply up pricing power down"
X Link 2026-02-14T18:26Z 173.3K followers, [----] engagements

"Helping my Father-in-law set up Peacock for the football game today Someone from NBC needs to go to prison"
X Link 2024-01-13T17:50Z 173.3K followers, 1.8M engagements

"Gen Z boss and a mini Gen Z boss and a mini"
X Link 2024-07-13T01:05Z 173.3K followers, 1.2M engagements

"Legal: We are now obligated to post salary bands on every job HR: No problem"
X Link 2024-07-18T02:03Z 173.3K followers, 471.7K engagements

"six way parlay. i want Biden step down on Sunday. i want Kamala at the convention. I want trump pennsylvania and arizona kamala electoral kamala popular. read it back to me"
X Link 2024-07-18T23:40Z 173.3K followers, 13.2M engagements

"Important to remember what Obama had to say about Silicon Valley getting involved in government"
X Link 2024-11-28T21:53Z 173.3K followers, 1.2M engagements

"No Bond movie in [--] years. Not even a concept or a script Why Barbara Broccoli thinks the people at Amazon are fucking idiots"
X Link 2024-12-29T00:38Z 173.3K followers, 1.8M engagements

"For You feed: - Guy being beheaded - A picture of Hitler with the caption we owe him an apology - Guy with zero domain knowledge explaining how to stop fires - TikTok video with caption 😭😭 - Most racist thing youve ever read - Taleb calling someone an imbecile"
X Link 2025-01-13T00:34Z 173.3K followers, 1.7M engagements

"$36T in debt and theyre cancelling photoshop licenses smh This audit was repeated at the Department of Labor. Initial results: - [---] Microsoft [---] licenses with zero users - [---] Microsoft Teams conference room licenses; only installed in [--] rooms - [---] VSCode licenses; only using [--] - [---] Photoshop licenses; only using [--]. - [--] This audit was repeated at the Department of Labor. Initial results: - [---] Microsoft [---] licenses with zero users - [---] Microsoft Teams conference room licenses; only installed in [--] rooms - [---] VSCode licenses; only using [--] - [---] Photoshop licenses; only using [--]. - 5"
X Link 2025-02-26T13:00Z 173.3K followers, 712.7K engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing