@codytrades Avatar @codytrades Cody

Cody posts on X about $tsla, trade, $ttwo, money 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 cryptocurrencies finance technology brands automotive brands countries social networks currencies us election travel destinations

Social topic influence $tsla, trade, $ttwo, money, if you, in the, $twtr, $lake, for the, market

Top accounts mentioned or mentioned by @yenoms @ibladesi @mrneutralman @desatcap @jfindallas @coinbase @polarisbear87 @shortbusace @agnostoxxx @macrodelics @konekoresearch @kunal00 @tradetraders @nattrades @grandtokamak @glackamp @billbrewstertbb @andrewrangeley @rhunterh @sirbaby6

Top assets mentioned Tesla, Inc. (TSLA) Take-Two Interactive Software, Inc. (TTWO) Twitter Inc (TWTR) Data Lake (LAKE) Super Micro Computer, Inc. Common Stock (SMCI) Apple, Inc. (AAPL) Bitcoin (BTC) Rithm Capital Corp. (RITM) NVIDIA Corp. (NVDA) DisChain (DIS) Bristol-Myers Squibb Co (BMY) STARWOOD PROPERTY TRUST, INC. (STWD) T-Mobile (TMUS) Golub Capital BDC, Inc. (GBDC) Highwoods Properties Inc. (HIW) Unity Software Inc. (U) Match Group Inc (MTCH) American Airlines Group Inc (AAL) Cboe Global Markets, Inc. (CBOE) Peloton Interactive, Inc. Class A Common Stock (PTON) Everton FC Fan Token (EFC) Strategy (MSTR) Arista Networks Inc (ANET) Mobileye Global Inc. (MBLY) Delta Air Lines, Inc. (DAL) PTC Therapeutics, Inc. (PTCT) Decimated (DIO) Novavax Inc (NVAX) Rally (RLY) Alphabet Inc Class A (GOOGL) RAMP (RAMP) CatCoin (CAT) Coinbase Global Inc. (COIN) Vixco (VIX) Credit Acceptance Corp (CACC) Snap, Inc. (SNAP)

Top Social Posts

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

"@iBladesi @Polarisbear87 @yenoms @shortbus_ace Exactly this. Not only did it make me cool off of $RPT but I also significantly reduced my $RITM exposure. Mikey never puts his money where his mouth is and Im fed up"
X Link 2026-02-05T23:58Z [----] followers, [---] engagements

"$ARI bizarre transaction. Sure lets unwind the whole portfolio but keep paying 8.5% dividend (from what) and keep paying $APO their management fee (for what). Almost as bad as what $RITM is doing with $RPT but not quite"
X Link 2026-01-28T22:58Z [----] followers, [----] engagements

"One of my favorite earnings calls to listen to is $GBDC. David Golub tends to be more candid than most so the call serves as a canary in the coal mine about the state of the economy and credit markets. And for the first time in a long time Im doubtful the canary is doing well"
X Link 2026-02-06T14:28Z [----] followers, [---] engagements

"@yenoms I think $PDM and $HIW are reasonably priced. And $VNO under $30 is hard to resist"
X Link 2026-02-12T23:26Z [----] followers, [---] engagements

"I think the election is a coin flip but the market freaked out (thanks Polymarket lol) and prematurely made it an asymmetric bet. As in I think this trade may still work if Trump wins (like last time) or at least not lose that much from here"
X Link 2024-10-28T13:09Z [----] followers, [---] engagements

"And honestly even if these go against me a bit I totally dont mind carrying 30y at [---] bps and effectively a $EURMXN short at 900bps"
X Link 2024-10-28T13:13Z [----] followers, [---] engagements

"Basically - would I want to be long the company that everyone (from massive tech companies to college dropouts in their garage) is trying to disrupt Hell no"
X Link 2026-01-14T17:15Z [----] followers, [---] engagements

"@yenoms Agree its better. But eventual options are to liquidate or pivot into something that is not their core competence (like $RPT being stuffed with table scraps). So I feel liquidating now would have saved everyone the trouble. Or at least freeze the fee and rightsize the dividend"
X Link 2026-01-29T07:36Z [----] followers, [---] engagements

"@yenoms I wonder if $ARES will put $ACRE out of its misery in a similar fashion"
X Link 2026-01-29T07:40Z [----] followers, [--] engagements

"@yenoms So you dont think theyre going to morph into a BDC Joking aside its a decent setup at current prices. Great IRR if they liquidate by EOY and if they start over youre buying a clean portfolio at an ok discount. And they are not subscale like $RPT is"
X Link 2026-01-29T13:07Z [----] followers, [--] engagements

"I'm sensing this will be one of those "slowly at first then all at once" moments. $NVDA"
X Link 2026-01-29T15:48Z [----] followers, [---] engagements

"Precious metals are now momentum assets which means if they crash they will likely take down equities with them. Don't trust your grandpa's intermarket correlations"
X Link 2026-01-29T15:51Z [----] followers, [---] engagements

"While all others are squandering cash flow to capex with unproven ROI $AAPL is being smart by simply licensing an AI base model an eventual commodity. Market is punishing them for it. That will probably continue for a while. Creates a nice opportunity"
X Link 2026-01-29T23:36Z [----] followers, [---] engagements

"Long $AAPL short $NVDA should work nicely in the long run"
X Link 2026-01-29T23:38Z [----] followers, [---] engagements

"This week was tough to navigate but happy with how the first month of [----] went"
X Link 2026-01-30T23:03Z [----] followers, [----] engagements

"$U is a loser with multiple headwinds. I wouldn't buy any dip. 1/ AI will play a massive role in gamedev $U is disadvantaged since it has to maintain and support decades of cruft while a new rival can start fresh and create AI-first development paradigms on a nimble codebase"
X Link 2026-02-02T22:13Z [----] followers, [---] engagements

"2/ The company has been mismanaged for a long time (a John Riccitello special but Bromberg not much better) lacking focus and unable to figure out monetization. This only gets worse scrambling to pivot to AI"
X Link 2026-02-02T22:13Z [----] followers, [---] engagements

"3/ Games industry is going through a massive downturn and $U is not really in a place to push price any time soon"
X Link 2026-02-02T22:13Z [----] followers, [---] engagements

"@agnostoxxx Sorry mate youre not serious if youre singling out UK among all thats going on. Mandelson and Andrew are the only people who faced any repercussions so far from Epstein involvement. Your princess is another castle and you know it. If not I can make it into a meme for you"
X Link 2026-02-05T10:59Z [----] followers, [---] engagements

"This significantly reduces budgets improves margins brings back risk appetite. All of this while 10000s of experienced game developers are out of work. There is a massive amount of talent out there and they have little leverage (unfortunately). Again a boost to margins"
X Link 2026-02-05T12:58Z [----] followers, [---] engagements

"The industry went through massive consolidation so unfortunately there aren't as many well-capitalized pure plays anymore. In the US it's pretty much only $TTWO - I initiated a position at $200"
X Link 2026-02-05T12:58Z [----] followers, [---] engagements

"Outside the US there are a bunch of small cap players that are not diversified enough (e.g. CD Projekt) and some with a messy catalog and balance sheet (e.g. Paradox). When you filter those out I think the best options are Capcom ($9697.JP) and Konami ($9766.JP)"
X Link 2026-02-05T12:58Z [----] followers, [---] engagements

"A confluence of employment weakness credit spread tightness and AI disruption risk makes private credit a very risky place to be. Were about to see serious dispersion based on underwriting quality and sector exposure. It is a good time to think of L/S pairs in this space"
X Link 2026-02-06T14:33Z [----] followers, [---] engagements

"I cant imagine Nasdaq not hitting ATH soon base on the action from last [--] days. Positioning accordingly"
X Link 2026-02-09T16:45Z [----] followers, [---] engagements

"@iBladesi Death by thousand paper cuts. Spreads tight yet market demanding NAV discount from private credit funds rates dropping and compressing NII resets cant keep up with loans being refinanced Bad time to be in CLO equity biz. I personally wouldnt touch common"
X Link 2026-02-10T16:49Z [----] followers, [---] engagements

"Weird weakness in office REITs. Im going shopping"
X Link 2026-02-12T18:28Z [----] followers, [---] engagements

"Was a mildly up day had nice profits on $TRIT $SQNM and $GSTI shorts. Bad loss on $HEAT. I'll take it after a sucky day yesterday"
X Link 2009-12-01T21:45Z [----] followers, [--] engagements

"@macrodelics I have a token $XHYF position wish it was more liquid"
X Link 2023-06-11T10:42Z [----] followers, [--] engagements

"One of the best opportunities right now is $AJX as it completely flushes its portfolio (and its broken business model) turns into a traditional commercial lender right at the most opportune time managed by adults at $RITM. @KonekoResearch has done amazing work on this"
X Link 2024-07-23T19:56Z [----] followers, [----] engagements

"Now I am being splained by randos whose whole AUM is likely less than what my position was lol. I guess I deserved it by sharing my position on a cult stock before earnings. @codytrades Wow that's gotta hurt. You'll make it back with a new set of funds. It may take some time but you will make it back. Best of luck Rules to always follow; [--]. Never gamble on earnings reports. [--]. Always lock in gains prior to earnings especially if you are up over 50%+ @codytrades Wow that's gotta hurt. You'll make it back with a new set of funds. It may take some time but you will make it back. Best of luck"
X Link 2024-10-24T06:20Z [----] followers, [----] engagements

"Thinking out loud if Trump victory is more or less priced in for $USDMXN $TLT etc isnt there an asymmetric opportunity here"
X Link 2024-10-26T17:19Z [----] followers, [----] engagements

"@iBladesi Yeah makes more sense in a tax advantaged account. But also pfd dividends can be paused these cant which is particularly important in this merger scenario imo"
X Link 2025-12-19T21:25Z [----] followers, [--] engagements

"@iBladesi BHF pfds & baby bond wont be delisted though right Or are you talking about BHF common delisting"
X Link 2025-12-19T21:49Z [----] followers, [--] engagements

"Virtually all tech companies are incentivized to remove / reduce their "$NVDA tax". There are multiple paths they can do that: 1) Custom silicon (e.g. TPUs) 2) A breakthrough that applies to the inference phase 3) Further algorithmic efficiency a la The Deepseek Moment"
X Link 2026-01-14T17:14Z [----] followers, [---] engagements

"Any headline that hints at breaking $NVDA's dominance will be a watershed moment. And if none of that happens it's unlikely we get an explosive upwards move while the rest of the market is stagnant. There aren't many "unknown unknowns" to the upside at this point"
X Link 2026-01-14T17:14Z [----] followers, [---] engagements

"When someone says "$XXXX is the next $YYYY" it's not. Don't naively expect $DRAM to pull an $NLST"
X Link 2009-11-20T22:19Z [----] followers, [--] engagements

"$NENG is a pump&dump guys. I was busy playing $DRAM this morning so wasn't there for the pump. But I'll surely be there for the dump part"
X Link 2009-11-23T20:53Z [----] followers, [--] engagements

"@kunal00 Yes I'd add $WLST to that list as a potential"
X Link 2009-12-02T20:53Z [----] followers, [--] engagements

"Adding $ATVI to short watch. The only fresh IP is Overwatch and the new battle royale games are threatening it. King is stagnant. COD is on its last legs. Hearthstone cant save the day. WoW is [--] years old. Skylanders who (Disclaimer: Im an ex-$ATVI employee)"
X Link 2018-05-25T19:41Z [----] followers, [--] engagements

"OTM $MTCH calls 3-6 months out provide good risk/reward as the price still reflects the stupid overhang of $FB entering the market which is a threat unlikely to materialize"
X Link 2018-07-19T13:42Z [----] followers, [--] engagements

"I just want to add some balance to my $TSLA bearishness by following a $TSLA bull but omg theyre all batshit insane. Open to suggestions"
X Link 2018-07-28T07:19Z [----] followers, [--] engagements

"$ALGN attractive at these levels"
X Link 2018-10-24T22:28Z [----] followers, [--] engagements

"Im long $SAGE. First time Im long into a major binary biotech event since $OPHT. /shudders"
X Link 2018-10-29T21:48Z [----] followers, [--] engagements

"While I have concerns re: $ATVI long term the Blizzcon reaction is absolutely idiotic. Watch for a quick bounce"
X Link 2018-11-06T00:47Z [----] followers, [--] engagements

"Today is $ZG crash day"
X Link 2018-11-06T21:02Z [----] followers, [--] engagements

"Short $AAPL [------] stop [------] swing"
X Link 2018-11-13T19:13Z [----] followers, [--] engagements

"Bought $TTWO and $EWW today timeframe roughly [--] months"
X Link 2018-12-03T18:16Z [----] followers, [--] engagements

"If you know why $TSLA and $HLF arent affected by all this you know how to trade it"
X Link 2018-12-21T21:34Z [----] followers, [--] engagements

"Its [----] in my timezone so here is my first prediction of the year: the most obvious short argument for $TSLA (tax credit exp) will actually be the catalyst for a sharp decline in share price within [--] months or so"
X Link 2018-12-31T22:52Z [----] followers, [--] engagements

"Brand new (filed an hour ago) $SOMX sale by fundworth $10M: http://bit.ly/dDpl8u Is there anyone that trusts this co except retail traders"
X Link 2010-03-22T23:10Z [----] followers, [--] engagements

"Ready for the $CMG implosion tonight. Puts not common though"
X Link 2019-02-06T20:42Z [----] followers, [--] engagements

"Getting back to trading as I feel in sync with market again. I tried two trades today and they both worked out great $BKRS and $NIV shorts"
X Link 2010-03-26T03:29Z [----] followers, [--] engagements

"$UBER will continue to flop reflexivity will kick in and will take private and public markets with it. Id expect to visit at least the [----] lows from here"
X Link 2019-05-14T22:46Z [----] followers, [--] engagements

"In $MTCH [-----] may add"
X Link 2019-11-05T21:26Z [----] followers, [--] engagements

"Times of indiscriminate selling makes for boring trades in boring names. Putting some cash to work (long term) $MSFT $WORK $DIS $IR $CCI $EQIX"
X Link 2020-02-28T15:48Z [----] followers, [--] engagements

"I wouldnt buy airlines but Id buy airports here. If only there was a US listed one without peso risk"
X Link 2020-03-09T19:12Z [----] followers, [--] engagements

"@TradeTraders I have some $AUKNY"
X Link 2020-03-09T19:18Z [----] followers, [--] engagements

"Long $AAL here at [-----]. Stop 12.85"
X Link 2020-03-16T15:07Z [----] followers, [--] engagements

"Any reasonable explanation why $CBOE went down as much In theory it should have been one of the most resillient"
X Link 2020-03-24T16:09Z [----] followers, [--] engagements

"$ZM likely comes down to earth soon thanks to a trifecta of ridiculous valuation market weakness and exposure to its shady security practices"
X Link 2020-04-01T13:55Z [----] followers, [--] engagements

"Is there any chance $RUTH or $CAKE survive this"
X Link 2020-04-01T17:32Z [----] followers, [--] engagements

"Front running $PTON earnings run up: long at [-----]. No stop for now may add"
X Link 2020-09-09T15:01Z [----] followers, [--] engagements

"Re-entered $PTON a/h [-----]. Have tons of cushion from prior trade"
X Link 2020-09-10T20:18Z [----] followers, [--] engagements

"Ready to short $ORCL big if I can catch it around $60"
X Link 2020-09-14T14:14Z [----] followers, [--] engagements

"Bought $UAL weekly $35 puts paid 80c"
X Link 2020-10-06T19:20Z [----] followers, [--] engagements

"$BMY weekly calls to play $BMYRT non-approval I think its logical but doubt market will react like that"
X Link 2020-12-28T18:10Z [----] followers, [--] engagements

"$TTWO earnings tomorrow. I'll scale into a long term position (3 months) before earnings and will add much more after if stock sells off"
X Link 2010-06-07T21:56Z [----] followers, [--] engagements

"I cant stop rubbernecking special situations. $PBR good r/r. (So was $BMYRT)"
X Link 2022-11-07T21:52Z [----] followers, [--] engagements

"The difference in CRE (particularly office) performance between the coasts vs sunbelt will be staggering. Market not pricing it right. Something like long $HIW short $SLG would probably work very well"
X Link 2023-04-05T18:51Z [----] followers, [---] engagements

"$FRCpI finished barely down given the big news on pref suspension. What does that say Risk/reward profile of $PACWP and $WALpA remain great imo. But you need to know what youre getting into"
X Link 2023-04-10T20:18Z [----] followers, [----] engagements

"Stuff I'm watching in preferred-land: $KREFpA getting interesting. Management handled tough Q&A well at the earnings call. $PACWP a/h trading above $WALpA which doesn't make sense given the relative risk profile. I'll rebalance my positions accordingly"
X Link 2023-04-25T22:27Z [----] followers, [----] engagements

"Bought $EFC [-----] avg. Timeframe 6-12 months. Big discount to book great mgmt buyback rates will plateau reducing bvps drag may benefit from discounted assets hitting market & reduced MBS appetite. And massive divvy. (Don't follow blindly if you're not familiar with mREITs)"
X Link 2023-05-11T16:07Z [----] followers, [---] engagements

"@nat_trades Agree but $TGT is more difficult (outside of the boycott angle)"
X Link 2023-06-01T12:34Z [----] followers, [---] engagements

"Omg $U popped 25% on the $AAPL mention I wish I was in front of my screen to short it. If you know anything about the industry you know this is an absolute nothingburger"
X Link 2023-06-05T22:23Z [----] followers, [--] engagements

"@iBladesi Impressive prediction Do you think the deal makes sense for $EFC at this price"
X Link 2023-07-03T12:54Z [----] followers, [---] engagements

"@GrandTokamak @GLacKamp @BillBrewsterTBB @Mr_Neutral_Man @AndrewRangeley @rhunterh $CDR risk aside (which is unlikely) mREIT prefs should be pretty safe. When shit hits the fan they can delever (highly liquid) or issue common. They turn into a zombie a la $AAIC but prefs arent impaired. Wildcard is March [--] style shock though. Bigger problem for non-agency"
X Link 2023-10-28T22:03Z [----] followers, [---] engagements

"@SirBaby6 Loan books not necessarily in worse shape. E.g. $ARCC or $GBDC books are excellent currently plus no CRE overhang. Plus significantly less leverage. Also they continue to expand at a time banks contract. I trust Ares more than an average regional in managing credit risk tbh"
X Link 2023-11-01T14:19Z [----] followers, [---] engagements

"@DesatCap This should work but the amount youd need to borrow to cover that $100K is massive ($2M if you assume 5% yield on $BOXX). Depending on the rest of the portfolio it may get tight. Plus there is always a non-zero chance $BOXX malfunctions somehow"
X Link 2023-11-04T22:28Z [----] followers, [---] engagements

"@DesatCap Sorry $BOXX yield is irrelevant there margin rate is. So assume 6% or so"
X Link 2023-11-04T22:30Z [----] followers, [---] engagements

"@nope_its_lily $STWD is a public CRE mREIT. You mean SREIT. Others seem to be mixing this up as well rare opportunity to pick up $STWD below NAV"
X Link 2024-05-26T04:48Z [----] followers, [---] engagements

"Entered a large short on $GME at $58. I have high conviction this closes red today as the company sells into the spike. I may not be so lucky to ride out the volatility but I am willing to risk a whopping 5% of PA"
X Link 2024-06-07T10:33Z [----] followers, [----] engagements

"This creates massive uncertainty for $TH. Stock already down but Id expect it to touch $6 or so. https://www.wsj.com/politics/policy/biden-to-close-dilley-detention-center-shift-resources-amid-border-crack-down-2b2cfcb5 https://www.wsj.com/politics/policy/biden-to-close-dilley-detention-center-shift-resources-amid-border-crack-down-2b2cfcb5"
X Link 2024-06-10T20:57Z [----] followers, [----] engagements

"@Respekchemistry Maybe but market will shoot first ask questions later. I may be interested in a long if I catch it around $6. Pristine balance sheet the fickle nature of their government contracts is the only reason stock was cheap to begin with"
X Link 2024-06-10T21:01Z [----] followers, [---] engagements

"When I first started I revered @BillAckman and tried to emulate his approach (remember $GGP $HLF) and his demeanor. Today he is clearly nothing but a Dollar Tree tier simp. Did he change as he aged Was I stupid Or is this just a long con Well never know"
X Link 2024-07-14T16:16Z [----] followers, [----] engagements

"Biden will certainly drop out the campaign is now doing the groundwork with leaks so that he can drop out gracefully. The trade is obvious - fade Trump beneficiaries and cover when the news comes out"
X Link 2024-07-18T08:28Z [----] followers, [----] engagements

"Opened a massive $TSLA short August expiry. Stock at $250 now"
X Link 2024-07-18T13:52Z [----] followers, [---] engagements

"Finding an edge is a massive challenge except on days like these. Today it's simply staying calm and finding the "babies thrown out with the bathwater". I guarantee you there will be many"
X Link 2024-08-05T12:53Z [----] followers, [---] engagements

"Maybe in a more actionable way couple of things I'll be looking for: - Are any "bond proxies" selling off into a rate cut cycle just because they are a source of liquidity Think boring high div yield strong balance sheet. e.g. $KMI"
X Link 2024-08-05T13:08Z [----] followers, [----] engagements

"- Any weakness in mREITs / BDCs that swapped fixed rate liabilities to floating and were below NAV already due to credit concerns. Again the underlying economy is fine rate cuts are a relief on their loans and REOs. I want an opportunity to own more of these. $STWD"
X Link 2024-08-05T13:08Z [----] followers, [---] engagements

"While I am pretty sure most AI investments (incl. from hyperscalers) will be 🍩 if you wanted to own any of the CapEx beneficiaries today is the day. $TSM"
X Link 2024-08-05T13:08Z [----] followers, [---] engagements

"One of my most consistent trade setups: Fade the reaction to a big investor buying or selling a stake. Loading up on $JD big time here around $25.85. I dont mind holding it for a bit"
X Link 2024-08-21T12:24Z [----] followers, [----] engagements

"You wouldnt know from the victory laps of fintwit gurus who confuse luck with competence on the way up. But $SMCI is and always has been a shitco. It will roundtrip most of its move and trade below $250 in a year"
X Link 2024-08-27T16:53Z [----] followers, [----] engagements

"It is one of the five funding shorts I have against my longs. The others while were at it: $TSLA $COIN $AI $SACH"
X Link 2024-08-27T16:58Z [----] followers, [---] engagements

"Turned it into a put spread and will leave it like that. I think there is quite a bit more downside but why push it at this point"
X Link 2024-08-28T13:55Z [----] followers, [----] engagements

"Who among us doesnt love an earnings call drama $PSEC"
X Link 2024-08-30T09:47Z [----] followers, [----] engagements

"$STWD seems to have priced at $19.72. Underwhelming but I dont mind buying under that level as Barry goes on offense in a falling rate environment"
X Link 2024-09-04T12:05Z [----] followers, [----] engagements

"@Mr_Neutral_Man @foso_defensivo Same for me. But I feel uncomfortable to have so much overlap with someone who makes $TSLA their third largest allocation. Makes me reconsider my holdings"
X Link 2024-09-06T10:20Z [----] followers, [---] engagements

"And if anyone wants a Chinese momentum lotto in the other direction $EL $102 calls look reasonable"
X Link 2024-09-27T13:48Z [----] followers, [---] engagements

"$RBLX piece is weak sauce surprising nobody who knows the space. While I dont care for the company Ill happily fade the silly reaction for a day. Long at $37"
X Link 2024-10-08T12:55Z [----] followers, [---] engagements

"@victaurs Great read as always. What do you make of this A potential future tailwind https://www.bloomberg.com/news/articles/2024-10-04/germany-france-and-italy-urge-the-eu-to-ease-banking-regulation https://www.bloomberg.com/news/articles/2024-10-04/germany-france-and-italy-urge-the-eu-to-ease-banking-regulation"
X Link 2024-10-08T17:05Z [----] followers, [---] engagements

"Im 99% sure this is the case. Roll the Nikola truck down the hill vibes. Elon Musk is the biggest con artist in the history. Every day I feel like I am not short enough $TSLA. remotely operated (by human in control room with exo controls on upper trunk moving hands and arms) and speakingand deceptively and dishonestly and intentionally misleadinglyNOT once disclosed to credulous. remotely operated (by human in control room with exo controls on upper trunk moving hands and arms) and speakingand deceptively and dishonestly and intentionally misleadinglyNOT once disclosed to credulous"
X Link 2024-10-11T12:50Z [----] followers, [----] engagements

"@CapitalValor What You think a full humanoid robot controlled with 900ms latency from Philippines is needed or useful or cost effective for any of this Like receptionist Video simply better and less creepy if you want to lower cost. Id rather talk to a sci-fi puppet said nobody ever"
X Link 2024-10-12T17:01Z [----] followers, [---] engagements

"Going into $TSLA earnings bigly short like this"
X Link 2024-10-23T15:06Z [----] followers, 49.9K engagements

"Maybe next time I should share more context on my thesis and sizing so that you can make your own adjustments. Last thing Id want is encourage anyone yolo OTM options without a plan or proper risk management. I certainly dont despite what randos in my replies imply 😃"
X Link 2024-10-24T06:34Z [----] followers, [----] engagements

"Pulling the trigger on this. Went short $USDMXN (nice carry btw) and long 30-year (/$ZB). For what is worth I am perpetually short $EUR which has benefitted from the recent move and will dampen the impact if Im wrong"
X Link 2024-10-28T13:07Z [----] followers, [----] engagements

"$SMCI officially my favorite stock"
X Link 2024-10-31T15:35Z [----] followers, [----] engagements

"This is the sea change moment for $MSTR. The first weakness will lead to cascading drops thanks to the ridiculous ATM. Election vol can be a trigger. I went massively short around $245 [--] mo time horizon. (Dont worry not stupid enough to be naked short this joke of a company)"
X Link 2024-10-31T15:46Z [----] followers, [----] engagements

"(If you follow please please please know that 1/ I had a very fortunate year and earned the opportunity to take on more risk 2/ This is a stupid ass cult stock with stupid ass cult followers. It humbled many short sellers and may continue to do so.)"
X Link 2024-10-31T15:50Z [----] followers, [---] engagements

"This guy on Animal Spirits podcast calling private equity biggest bubble of all time (wut) I was willing to entertain his thesis until he said the trade is short $APO and $BX. Dude if this is your whole brand how do you at least not go for shitco BDCs or something instead"
X Link 2024-10-31T16:43Z [----] followers, [---] engagements

"$SMCI S&P500 removal today maybe"
X Link 2024-12-06T16:09Z [----] followers, [----] engagements

"Charlatan with 600k followers lol. Reminds me of the $OHM geniuses last cycle parroting the revelation that theyd all be rich if none of them sold. You want levered exposure to bitcoin Literally a dozen ways safer than $MSTR which will trade below its NAV in [----]. @JamesSurowiecki buying BTC is low risk: do it 2x ETFs slip badly as they're trading against the market can slip up to 1%/day so side-ways chop is painful. buying BTC calls also have risk can expire worthless if mis-timed. $MSTR is a bit like a levered ETF but with premium correct risk. @JamesSurowiecki buying BTC is low risk: do it"
X Link 2024-12-21T23:13Z [----] followers, [----] engagements

"Will be entering $TTWO earnings with 13k shares (entry:17.65) with zero hedge. My biggest position going to be an exciting evening"
X Link 2014-02-03T17:57Z [----] followers, [--] engagements

"$TTWO I'm a game dev and I'd bet $1M that PC version of GTA V is in development concurrently with next-gen consoles right now. @firstadopter"
X Link 2014-02-03T22:41Z [----] followers, [--] engagements

"Actually don't know why I (or anyone on $TWTR) didn't figure this out but the drop in $GOGO & $ENT is due to $GOOG's drone purchase. Duh"
X Link 2014-04-14T23:57Z [----] followers, [--] engagements

"In some $TTWO [-----] for a trade into close (if it works overnight). Peers are coming off highs $TTWO should join. Risking only 20c"
X Link 2014-04-15T19:26Z [----] followers, [--] engagements

"Weibo is IPO'ing tomorrow and Alibaba announced impressive numbers. Put $SINA on your watchlist for tomorrow"
X Link 2014-04-15T20:59Z [----] followers, [--] engagements

"Sold $OPEN at [-----] entry was [--] in A/H. I think it has room to go further but the easy money has been made. Good finish to the day"
X Link 2014-05-01T21:01Z [----] followers, [--] engagements

"$TTWO lowball guidance makes me sad"
X Link 2014-05-13T20:21Z [----] followers, [--] engagements

"Plan for tomorrow: 1) Go long on a bunch of M&A names at open if they don't gap up too much $DISH $TMUS $YELP etc"
X Link 2014-05-18T23:19Z [----] followers, [--] engagements

"Not sure why $CRTO doesn't rally with $FUEL. It is the better company"
X Link 2014-05-20T17:46Z [----] followers, [--] engagements

"$WDAY broke out as I expected and went all the way to [-----]. Alas I didn't take it. So taking profits here at [-----] instead. Bummer"
X Link 2014-05-28T19:42Z [----] followers, [--] engagements

"Retry $GMCR in at [------]. I like the tightening wedges. Expecting a snap to 116ish. Stop below 114"
X Link 2014-06-09T16:13Z [----] followers, [--] engagements

"$WDAY is eating $ORCL's lunch. Bubble my butt"
X Link 2014-06-19T21:38Z [----] followers, [--] engagements

"My expectation for $XON is that they will be bought out by $MON within a few years"
X Link 2014-07-01T23:19Z [----] followers, [--] engagements

"Reaction to $WDAY and $NMBL earnings makes you want to sell a straddle into $SPLK earnings tomorrow"
X Link 2014-08-28T00:45Z [----] followers, [--] engagements

"Make no mistake $GTAT was not a hold into the event. Had unfavorable risk profile I mentioned this last night. But I like the stock L/T"
X Link 2014-09-09T23:10Z [----] followers, [--] engagements

"@Healey_trades Last week's wouldn't be form [--] just a form S4. http://t.co/GfijlkdD7B ("ceased to have a beneficial ownership") http://www.sec.gov/Archives/edgar/data/1414594/000161951714000001/xslF345X03/primary_doc.xml http://www.sec.gov/Archives/edgar/data/1414594/000161951714000001/xslF345X03/primary_doc.xml"
X Link 2014-09-23T18:15Z [----] followers, [--] engagements

"See I'd love to fade the Ebola moves as they are unwarranted but all you need is a second Ebola case and you're squeezed. $TKMR $LAKE"
X Link 2014-10-01T23:41Z [----] followers, [--] engagements

"$LAKE is falling following the CNN article I just retweeted. $APT should follow added short 4.52"
X Link 2014-10-09T19:05Z [----] followers, [--] engagements

"FWIW here is what $APT IR emailed me: "If there is a major development and major change in our sales we would have to make a news release.""
X Link 2014-10-13T18:07Z [----] followers, [--] engagements

"Took $PLX short off for loss before it hits my stop saw a more recent article where the CEO is more upbeat"
X Link 2014-10-13T19:08Z [----] followers, [--] engagements

"So in that regard here are some names I'm watching for long term entries: $TKAI $PCTY $ZU $MPC $PXD $HON"
X Link 2014-10-14T01:40Z [----] followers, [--] engagements

"Short small $VSR [----]. Stop above HOD [----]. With weakness in $APT and $LAKE doubt this stays green"
X Link 2014-10-14T14:01Z [----] followers, [--] engagements

"Note that $APT $LAKE etc (aka "Ebolas") didn't react to news much. They're getting weaker. $VSR's time will come soon too"
X Link 2014-10-15T21:09Z [----] followers, [--] engagements

"For the next week I casually expect generally upward trends in: $FB $AAL $ARCP $RCAP $ANET"
X Link 2014-11-08T18:47Z [----] followers, [--] engagements

"How $CZR spiked afterhours on a mysterious bankruptcy deal rumor I have no idea to be honest"
X Link 2014-11-11T21:29Z [----] followers, [--] engagements

"I'm out of $CZR swing short for a decent loss for now FWIW"
X Link 2014-11-12T14:44Z [----] followers, [--] engagements

"$CZR there is a bull case. It's just a VERY difficult situation to analyzeunless you're intimately familiar (I wasn't)don't be stubborn"
X Link 2014-11-13T20:34Z [----] followers, [--] engagements

"Earnings season will be fun after a quarter of cheap oil. Look for restaurants retailers airlines to do well. $GPS $ZOES $AAL"
X Link 2014-12-11T23:30Z [----] followers, [--] engagements

"Shorted $LNG [-----] for a daytrade should fade after CNBC momo ends. I bet many will view this as a shorting opp. Stop 66.50"
X Link 2014-12-12T17:27Z [----] followers, [--] engagements

"$CALA what a juicy short But also shows you how scary the whole shorting game is that move EOD is killer considering how illiquid this is"
X Link 2014-12-12T23:16Z [----] followers, [--] engagements

"Today's daytrading gains +2.1k.Held a few $RCAP and $PXD calls into close. (Target is $1K/day avg on this account) http://t.co/8naj3vhXZ7"
X Link 2014-12-16T22:04Z [----] followers, [--] engagements

"Took losses on both $PXD and $MBLY made some CAR-T money on $BLCM and $BLUE as usual. Taking few hours off as I'm a bit annoyed at myself"
X Link 2015-01-07T15:33Z [----] followers, [--] engagements

"I am loading up on March calls on some retail names I like $GPS $SKX etc. I don't think the market reflects the effects of low oil yet"
X Link 2015-01-07T17:08Z [----] followers, [--] engagements

"Of course no "entry" tweet is complete without mention of a stop. My $AAL stop is loose [-----]. I may add once more. Will also consider o/n"
X Link 2015-01-20T16:32Z [----] followers, [--] engagements

"With $AAL & $DAL regaining strength $VA can potentially be a laggard and hit opening highs soon"
X Link 2015-01-20T17:10Z [----] followers, [--] engagements

"$ALNY messing with my head I strongly think it should trade up to almost r/g level but I failed twice on it so I'm gun-shy"
X Link 2015-01-21T17:48Z [----] followers, [--] engagements

"$ALNY is looking promising for a recovery here"
X Link 2015-01-22T16:29Z [----] followers, [--] engagements

"In $ALNY [-----]. Let's break that resistance shall we Daytrade. Stop 89.45"
X Link 2015-01-22T19:37Z [----] followers, [--] engagements

"Took initial profits (1/4) off $AAL [-----] stop moved to right below entry to [-----]. Attempting to ride the rest all the way to r/g"
X Link 2015-01-27T15:17Z [----] followers, [--] engagements

"Have almost 100% in unrealized gains on $GURE puts but holding for a bit more. May hold some overnight"
X Link 2015-01-30T19:00Z [----] followers, [--] engagements

"I don't usually hold into earnings but I am short $TSLA via put spread and long $FEYE via calls today. It's quite risky of course"
X Link 2015-02-11T19:24Z [----] followers, [--] engagements

"Sold that $TSLA for loss at [---] I'll let the puts play out. Geez I hate playing earnings"
X Link 2015-02-11T22:45Z [----] followers, [--] engagements

"Musk's tweets made me close my $TSLA long. Gotta love the man but this is a good way to piss off shareholders"
X Link 2015-02-11T22:46Z [----] followers, [--] engagements

"Decent profit on $TSLA puts and $FEYE calls. I'm looking to play $YNDX and $OCN again and then probably just go back to bed"
X Link 2015-02-12T14:39Z [----] followers, [--] engagements

"Do people really think $BMRN will spend 2B+ for $PTCT months after buying $RNA Why buy [--] of the [--] DMD drugs with questionable efficacy"
X Link 2015-02-23T23:24Z [----] followers, [--] engagements

"$ANET is getting decimated after very decent results. There is a buying opportunity here somewhere. Not for daytrade though"
X Link 2015-02-25T00:40Z [----] followers, [--] engagements

"We all know that the most reliable rumors come from random sites in China duh. (Alexa local ranking 8783) $AAPL $TSLA"
X Link 2015-02-26T15:19Z [----] followers, [--] engagements

"I have bad memories of last April. Let's hope we're not going to go through that again. $SPLK $FEYE $WDAY"
X Link 2015-02-27T18:58Z [----] followers, [--] engagements

"Shorting $WDAY & $SPLK may be a good play at this point based on ER reactions. Need to see continuation but doesn't look pretty"
X Link 2015-02-27T20:21Z [----] followers, [--] engagements

"Another bizarre acquisition by $XON. After going after salmon and cows they go vegetarian and get apples this time. http://t.co/wQlRILgxop http://www.marketwatch.com/story/intrexon-to-acquire-okanagan-specialty-fruits-2015-02-27reflink=MW_news_stmp http://www.marketwatch.com/story/intrexon-to-acquire-okanagan-specialty-fruits-2015-02-27reflink=MW_news_stmp"
X Link 2015-02-27T21:44Z [----] followers, [--] engagements

"Alright here's a slew of tickers which may run due to the crazy $ABBV deal: $BLUE $KITE $JUNO $RCPT $OPHT $ALNY $AGIO $PTCT $ICPT"
X Link 2015-03-05T04:42Z [----] followers, [--] engagements

"Bought $VEEV [-----] I still believe in a bounce in this name and [--] seems to be solid support. Stop below LOD"
X Link 2015-03-05T15:13Z [----] followers, [--] engagements

"Within [--] months $AXN is obliged to pay $20M. They have about $1M in cash I believe. WHAT THE HELL ARE THESE PEOPLE BUYING HERE"
X Link 2015-03-07T00:16Z [----] followers, [--] engagements

"$AXN noncompliance "financial condition has become so impaired that it appears questionable company will be able to continue operations""
X Link 2015-03-07T00:30Z [----] followers, [--] engagements

"Dear $LL:Instead of the "evil short sellers" rhetoricyou could've vowed to investigate&fix the issues.Bet your stock would've fared better"
X Link 2015-03-10T00:13Z [----] followers, [--] engagements

"$AXN there is absolutely no buying my short order has been sitting at [----] for a good [--] minutes now waiting for an uptick. Stupid SSR"
X Link 2015-03-10T19:25Z [----] followers, [--] engagements

"I'll work on a list of "biotrash to short when the tide turns". So many juicy 50% shorts out there timing is key. $AXN $ARQL $CRMD $BIOC"
X Link 2015-03-11T18:13Z [----] followers, [--] engagements

"$LRCX perking up so I'm in $MTSN [--] as it held 3.90s well. The selloff is overdone imo"
X Link 2015-03-18T18:02Z [----] followers, [--] engagements

"(I'm also short SMALL amounts of $AST $ARQL $AMPE etc. Basically a basket.)"
X Link 2015-03-25T14:08Z [----] followers, [--] engagements

"$ED statement about the explosion: http://t.co/zj5oGBxmby / as the dust settles I can say it's a good buy [--] and under for a bounce. http://www.coned.com/newsroom/news/pr20150326.asp http://www.coned.com/newsroom/news/pr20150326.asp"
X Link 2015-03-27T00:52Z [----] followers, [--] engagements

"What's the long term bull thesis for $SIRI As data gets cheaper & $TMUS even offers free music streaming why does anyone need them"
X Link 2015-03-31T00:44Z [----] followers, [--] engagements

"Iran deal would mean potentially even more oil supply. Partly why I'm trading $AAL today"
X Link 2015-04-02T17:06Z [----] followers, [--] engagements

"I've got $AAL's number today. Scaling out [-----] (from [-----] re-entry). Attempting to ride the rest. Moved stop to entry"
X Link 2015-04-02T17:31Z [----] followers, [--] engagements

"Regardless that probability vs risk/reward tradeoff is no longer viable imo with such names. I mean look at $AXN still holding up"
X Link 2015-04-13T20:34Z [----] followers, [--] engagements

"Out of $AAL and $LNG for loss neither trade went my way. $LOOK saves the day single-handedly though"
X Link 2015-04-23T18:33Z [----] followers, [--] engagements

"Bird flu news never gained traction lately. But if it does this timebe prepared.Long plays: $BCRX $IBIO $NVAX. Short: $PPC. (Not $LAKE FFS)"
X Link 2015-04-28T16:22Z [----] followers, [--] engagements

"Keeping an eye on $AAL with oil down and the stock oversold I think it should have a $1-$2 snapback rally if overall market stabilizes"
X Link 2015-05-26T17:45Z [----] followers, [--] engagements

"Bought some $AAL for a quick swing at [----] risking .60 targeting a move to [--]. Oil downward spiral. If market pukes I may close it early"
X Link 2015-05-27T13:34Z [----] followers, [--] engagements

"HUGE difference between the questions "is $BLUE a bubble" & "is $AXON a bubble". There will be impostors. Can't lump them together"
X Link 2015-06-13T18:13Z [----] followers, [--] engagements

"Potential Monday trades: maybe $QURE for some (not so warranted) $BLUE sympathy. And dare I say. $LAKE if MERS headlines keep coming"
X Link 2015-06-14T03:36Z [----] followers, [--] engagements

"Kudos to @JFinDallas on the big $AYA call already a 20% gainer since recent lows"
X Link 2015-06-23T19:33Z [----] followers, [--] engagements

"I've been a long term $FTNT bull just like $AMBA but let's not get ahead of ourselves again just like $AMBA. https://x.com/codytrades/status/433264339332509696 Bought [----] $FTNT at [-----] and sold [--] covered March [--] calls at [----] against it to reduce cost basis. Long term security play M&A target. https://x.com/codytrades/status/433264339332509696 Bought [----] $FTNT at [-----] and sold [--] covered March [--] calls at [----] against it to reduce cost basis. Long term security play M&A target"
X Link 2015-06-23T22:44Z [----] followers, [--] engagements

"Airlines must have had another great Q & outlook + with oil probing lower again.But stocks are depressed.Will buy $AAL for ramp-up into E/R"
X Link 2015-07-07T01:30Z [----] followers, [--] engagements

"$AAC a respectable sized rapid insider buy doesn't mean it's all clear but still a big deal. I'm looking at you $LL & $LOCK insiders"
X Link 2015-08-04T22:59Z [----] followers, [--] engagements

"Dumped the $RPD swing for a loss. I had never reached full size position. Thing is so illiquid that I drove the price from [-----] to [-----] :("
X Link 2015-08-06T15:42Z [----] followers, [--] engagements

"Shopping list revision 1: $FEYE $GOOGL $BMY $OPHT $EA $SPLK $GOGO (not shopping yet just preparing the list)"
X Link 2015-08-20T21:26Z [----] followers, [--] engagements

"Today's trades (following "the plan"):shorted $ARRS $W $VZ $MBLY (via puts/spreads) bought l/t calls in $SBUX $EA $UPS. $UVXY puts hurt"
X Link 2015-08-25T20:40Z [----] followers, [--] engagements

"I wouldn't be so quick to write $UVXY off. We're probably back to higher vol next week. Plus backwardation still a significant tailwind"
X Link 2015-09-03T03:18Z [----] followers, [--] engagements

"$CBOE chart is a beauty regardless of your stance you'll probably agree that turbulent times up ahead in markets. So it can keep going"
X Link 2015-09-03T23:19Z [----] followers, [--] engagements

"$GME doing just fine - I guess nobody foolishly thinks $AAPL is disrupting gaming"
X Link 2015-09-09T18:28Z [----] followers, [--] engagements

"You know what else is out of favor these days Cybersecurity. Look at $FTNT a/h following a great Q and very marginal guidance miss"
X Link 2015-10-22T21:06Z [----] followers, [--] engagements

"A knife-catch maneuver long $FTNT [-----] for a daytrade. Stop [----]. Not the play for a sharp rally day but still. So silly I can't help"
X Link 2015-10-23T13:58Z [----] followers, [--] engagements

"I do like airlines particularly $AAL but I'm going to stay away for now - too much headline risk due to lunatics out there"
X Link 2015-11-17T21:42Z [----] followers, [--] engagements

"I don't like Tilson as an investor. I don't like $SAVE as an airline. I like Tilson's $SAVE as a stock. Built a pos [-----] avg long term"
X Link 2015-11-20T15:11Z [----] followers, [--] engagements

"State Department issues travel alert. Again keep an eye on your airline stocks and $PCLN $EXPE et al"
X Link 2015-11-23T23:07Z [----] followers, [--] engagements

"At $CMG for a burrito. Will buy stock if things are ummm. "solid" for the next 3-4 days"
X Link 2015-11-23T23:35Z [----] followers, [--] engagements

"Gameplan: I'm rotating out of tech & cons. discretionary shorting airlines via puts (keeping $SAVE long) remain long $ITA short $EXPE"
X Link 2015-11-24T15:31Z [----] followers, [--] engagements

"I'm swing short $EXPE but a daytrade short as well - before Obama's speech here at [---]. Stop [---]. Just in case you know"
X Link 2015-11-25T16:47Z [----] followers, [--] engagements

"So $T is jacking up the price of its unlimited data. $TMUS is giving away unlimited data. Jeez I wonder who eventually wins that fight"
X Link 2015-12-01T15:26Z [----] followers, [--] engagements

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