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@commonsenseplay Avatar @commonsenseplay Common Sense Investor

There is increased scrutiny and skepticism towards quantum computing companies, particularly $IONQ, $RGTI, $QUBT, and $QBTS, with many questioning their growth prospects and business models. In contrast, some investors are bullish on $SRPT, Sarepta Therapeutics, which has seen a dip in stock price, with some seeing it as a multi-bagger opportunity. Meanwhile, short sellers are targeting various stocks, including $OKLO and $IONQ, citing concerns about their valuations and prospects.

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Social Influence

Social category influence finance #5117 stocks #5175 technology brands XXXX% cryptocurrencies XXXX% fashion brands #2922 countries XXXX% automotive brands XXXX% social networks XXXX% exchanges XXXX% celebrities XXXX%

Social topic influence $rgti #2, $ionq #7, $srpt #1, $qbts #3, qbts #3, $bhvn #2, stocks #1310, $qubt #1, ceo 5.43%, strong XXXX%

Top accounts mentioned or mentioned by @xyzdkfe @waltcapell @pandaquantai @naplesrunner @valueinvestor @luk95662 @jlucer53 @travfourr @jrouldz @biancoresearch @martinshkreli @shashivas @milesworks @buyingwater247 @glenrubin @mattscottcap @statistici89506 @mowrykris @iewney @sunnysaum

Top assets mentioned Rigetti Computing, Inc. Common Stock (RGTI) IonQ, Inc. (IONQ) Sarepta Therapeutics, Inc. (SRPT) D-Wave Quantum Inc. (QBTS) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Quantum Computing Inc. (QUBT) Oklo Inc. (OKLO) Metadium (META) Joby Aviation, Inc. (JOBY) PayPal Holdings Inc (PYPL) WEN Token (WEN) Lululemon Athletica Inc (LULU) Chipotle Mexican Grill, Inc. (CMG) Bitcoin (BTC) Moderna Inc (MRNA) Carter's Inc. (CRI) Calcium (CAL) Under Armour Inc Class C (UA) VERAsity (VRA) Palantir (PLTR) Regeneron Pharmaceuticals Inc (REGN) American Airlines Group Inc (AAL) UiPath, Inc. (PATH) RAI Finance (SOFI) Beyond Meat, Inc. (BYND) NVIDIA Corp. (NVDA) Ethereum (ETH) Alibaba Group (BABA) Boyd Gaming Corporation (BYD) NVIDIA (NVIDIA)

Top Social Posts

Top posts by engagements in the last XX hours

"My mission has always been simple: cut through the hype expose false narratives and bring real truth to retail investors. Ill always stay fully independent. I will never accept paid stock-pumping deals - the kind that are everywhere on X - not now not ever If you want to support that mission consider subscribing. Subscribers will also get access to 1:1 chat. But after thinking long and hard about it Ive decided I wont post exclusive market content behind a paywall. Everyone deserves to know whats really happening in the markets - the things CEOs wont tell you and the things those recycled"
X Link 2025-11-18T03:57Z 18.6K followers, 68.2K engagements

"Michael Burrys rant against the @CNBC for getting his trades totally wrong The press on CNBC say I have a 10billion dollar short position on $PLTR Palantir Its XX million not 10billion Are the press singling him out or are they just totally idiotic in their understanding of 13Fs to get his trade position wrong by two orders of magnitude Full interview on Against the Rules with Michael Lewis podcast linked in the comments Also side note - Michael Burry rocking the new hair do in a hoodie - he is clearly enjoying the substack retirement"
X Link 2025-12-06T22:52Z 18.6K followers, 693.9K engagements

"I still can't believe the $ionq CEO is getting away with saying this. "they will wipe the floor" with NVIDIA by 2027. That's XX months away. Peak hype verging on fraud. He also says this while selling $104million dollars worth of shares making himself rich off the hype comments he makes on every podcast/interview. Won't end well $IONQ $RGTI"
X Link 2025-10-11T01:35Z 18.6K followers, 120K engagements

"@travfourr Yahoo is wrong - I posted the link in the post from their investors page for $SRPT"
X Link 2025-10-27T20:39Z 18.6K followers, XXX engagements

"This flew under the rader on $SRPT - published on October 20th. Sarepta Therapeutics Limb-Girdle Muscular Dystrophy Gene Therapy SRP-9003 Produces Robust Expression of -SG in Phase X Trial. Another exciting part of their pipeline. No press release so I expect to hear updates on their pipeline during the earnings call next Monday"
X Link 2025-10-28T01:23Z 18.6K followers, 4754 engagements

"This is why $IONQ is the number one purchased stock in Korea. Another hype video from @ShawnKwon11 titled: "IONQ = $NVIDIA + $CISCO Will the CEO's confidence become real." This guy who refers to himself as "Autumn Wild" has 135k youtube followers in Korea and right under it is advertising "We're looking for savvy investors who will continue the 10x growth of IonQ with the autumn breeze and create even greater history with new stocks. Don't miss your chance to hire Autumn Wind for 40000 won per month" WTF. To show how ludicrous this claim is which the CEO is reiterating on every podcast and"
X Link 2025-11-02T01:34Z 18.6K followers, 4276 engagements

"BREAKING The very first - and most important question on $IONQ s earnings call today came from Quinn Bolton at Needham (audio below): How much of your revenue came from your core Quantum Computing business vs. how much came from the other security / sensing / networking businesses A simple direct question. Instead of answering it the CFO spent X minutes rambling about quantum security momentum GPS spoofing atomic clocks and opening doors. Then he ended with: So yes to answer your question directly weve got great momentum well have the most qubits next year and in five years from now. He"
X Link 2025-11-06T01:20Z 18.6K followers, 114.4K engagements

"Observation: - Ive found the most educated retail investors to be in Biotech the least - Quantum"
X Link 2025-11-15T02:01Z 18.6K followers, 5303 engagements

"Bought more $BHVN Biohaven on this dip"
X Link 2025-11-17T19:11Z 18.6K followers, 22.8K engagements

"This is what true insider conviction looks like. $BHVN Biohaven has seen zero insider selling over the past two years-only insider buying. On November 13th insiders purchased over $XX million worth of shares including a $X million buy from CEO Coric Vlad. That alone speaks volumes about their confidence in the companys future. $BHVN is poised to explode. Its one of my highest-conviction long positions. With the stock down over XX% in the past year and trading around $X the risk-reward is exceptional. My price target: $20$30. Thats an easy 3x4x from here"
X Link 2025-11-18T02:40Z 18.6K followers, 24.8K engagements

"Biohaven $BHVN is now up over 10%. Congrats everyone who jumped in with me"
X Link 2025-11-18T16:59Z 18.6K followers, 9225 engagements

"Today could be exit liquidity day for $RGTI. Fake pre market pump +1.7%. I predict we finish the day down -X% to -XX% irrespective of NVIDIA earnings. Ive seen this play out many times before. The march down to single digits continues nobody is buying this company it is totally held up by indexers. Ill continue adding to my short the whole way down"
X Link 2025-11-19T13:36Z 18.6K followers, 7536 engagements

"BREAKING: Even more insider buying at Biohaven $BHVN - over $33M worth of buys in the past few days from the CEO key directors and just yesterday the Chief Accounting Officer jumped in too. When the head of accounting is buying common shares on the open market its a pretty strong signal the company is undervalued. I added to my position today"
X Link 2025-11-19T19:05Z 18.6K followers, 40.3K engagements

"Biohaven $BHVN now green on day the day. Always follow the inside money"
X Link 2025-11-19T20:51Z 18.6K followers, 4935 engagements

"$BHVN Biohaven hit $XX dollars. Hope you were listening"
X Link 2025-11-20T14:44Z 18.6K followers, 3372 engagements

"Congrats to everyone Quantum has officially sh*t the bed. - $RGTI now down XXX% - $IONQ down over X% If you appreciate the truth being brought to you rather than fake narratives - consider subscribing - it helps support this channel"
X Link 2025-11-20T16:18Z 18.6K followers, 9311 engagements

"Congrats everyone who followed along with $BHVN. Now up over X% and up over XX% since I entered my position"
X Link 2025-11-20T16:30Z 18.6K followers, 3565 engagements

"Bought more $BHVN on this sell off"
X Link 2025-11-20T18:52Z 18.6K followers, 2783 engagements

"$BHVN moving up premarket +2.11% - watch this one rip up +10% today"
X Link 2025-11-21T14:06Z 18.6K followers, 1820 engagements

"Buying more $BHVN on this dip"
X Link 2025-11-21T15:05Z 18.6K followers, 2514 engagements

"@bluebluegreenw $BHVN $SRPT $DYNDF"
X Link 2025-11-21T17:48Z 18.6K followers, XXX engagements

"This "kid" has over 40000 followers on X. These are the people currently buying crypto and $BTC. Dangerous situation where teens are encouraging other teens to jump into speculative bubbles. None have invested through an actual recession - lessons will unfortunately be learned the hard way"
X Link 2025-11-22T17:50Z 18.6K followers, 19.6K engagements

"@streetbets7 $SRPT $BHVN $REGN and will be entering a position on $MRNA tomorrow"
X Link 2025-11-24T02:03Z 18.6K followers, XXX engagements

"Added to my short on $RGTI"
X Link 2025-11-24T14:35Z 18.6K followers, 4529 engagements

"$SRPT continues to show strength - my largest long"
X Link 2025-11-24T14:43Z 18.6K followers, 3395 engagements

"Just because YOU buy or short a stock does not mean it will magically turn in your direction right away. If you have done your research and believe in your thesis let it run. HAVE CONVICTION At the moment my highest conviction trades are: - Still short Quantum ( $IONQ $RGTI $QUBT $QBTS ) - Biggest long $SRPT - will be above $XX by Xmas - Speculative play $DYNDF / $DND.TO - buyout announcement imminent - easy double - Continuing to buy $META under $XXX - Opened long positions in $PYPL and $NVO"
X Link 2025-11-24T15:32Z 18.6K followers, 11.6K engagements

"$SRPT IS MOVING - +7%"
X Link 2025-11-24T15:47Z 18.6K followers, 3468 engagements

"When you feel as confident in your short on Quantum as Michael Burry did buying credit default swaps betting against the housing market in 07/08. Im not expecting a $725M payday but I am aiming for a XXX% YTD return - currently sitting at +74% $IONQ $RGTI $QUBT $QBTS"
X Link 2025-11-24T22:35Z 18.6K followers, 105.6K engagements

"$SRPT continues to look strong - marching back to $20"
X Link 2025-11-25T14:36Z 18.6K followers, 2360 engagements

"More good news for Sarepta $SRPT. FDA greenlights ENDEAVOR Cohort X allowing Sarepta to test an enhanced immunosuppression regimen that could reduce liver-injury risks in non-ambulant Duchenne patients. If successful it paves the way to resume commercial dosing for non-ambulatory DMD boys - expanding ELEVIDYS addressable market and strengthening its leadership in DMD gene therapy"
X Link 2025-11-25T17:22Z 18.6K followers, 2689 engagements

"The Hidden Danger of Single-Stock Investing: Even the Biggest Tech Names Can Go to Zero $OKLO $BURL $ETN $AAL $RGTI $IONQ $CSCO $INTU $OPEN $QBTS $ACCH $LAES $BTQ $RGTI I see this everywhere on X lately - people putting their entire Life Savings into a single speculative stock it's utter madness Putting too much of your portfolio into a single company can look smart when the story is good until the story breaks. Tech history is full of giants that looked unstoppable right before they collapsed Here are XX well-known tech companies that ultimately wiped out shareholders you can learn from the"
X Link 2025-11-25T19:46Z 18.6K followers, 12.4K engagements

"$SRPT continues to look strong - my second largest long. We will blow past $20"
X Link 2025-11-26T14:43Z 18.6K followers, 8104 engagements

"$RGTI sub $XX will come by Friday"
X Link 2025-11-26T14:53Z 18.6K followers, 5968 engagements

"Liftoff -we just blew past $XX dollars on $SRPT. Price Target $50"
X Link 2025-11-26T15:41Z 18.6K followers, 5570 engagements

"This is why I keep buying $SRPT"
X Link 2025-11-26T16:41Z 18.6K followers, 5225 engagements

"I get messages on X saying "oh no i missed the bounce on $SRPT ". Let me just say this rise from the ashes is only just getting started. +8% today but that means nothing over the next few months this stock will double"
X Link 2025-11-26T19:25Z 18.6K followers, 4940 engagements

"@ChelseaCentro $SRPT $DND.TO $BHVN $META $PYPL - few others too"
X Link 2025-11-26T19:29Z 18.6K followers, XXX engagements

"Strong bounce back on $BHVN today. Don't get shaken out on dips - expect volatility in Biotech its part of the journey"
X Link 2025-11-26T19:39Z 18.6K followers, 2821 engagements

"Awesome day in the markets for my current positions - longs and shorts both performing well. +76% YTD return for my portfolio Longs: - $SRPT +8.3% ✅ - $DND.TO +3.6% ✅ - $BHVN +1% ✅ - $SPRB +5.2% ✅ - $META -0.4%❌ - $PYPL +1% ✅ Shorts: - $IONQ -XXXX% ✅ - $RGTI -XXXX% ✅ - $QUBT -XXXX% ✅ - $QBTS -XXXX% ✅ - $BTQ -XXX% ✅ - $OKLO +3.4% ❌ - $JOBY +1.4% ❌ Bonds: - US $TLT +0.44% ✅ - Canadian +0.24% ✅"
X Link 2025-11-26T21:06Z 18.6K followers, 11.1K engagements

"Ever wondered how great investors actually find winning stocks These are the exact fundamentals Peter Lynch used to spot high-potential companies $DBX $FVRR $COUR $AI $SOUN $GLBE $NU $HIMS $S $DUOL $ROKU $IOT $PYPL The Peter Lynch Stock-Picking Checklist: X. Trailing P/E XX X. Forward P/E XX X. EPS Growth XX% X. Debt-to-Equity XX% X. Market Cap $5B X. PEG Ratio XXX Why P/E Matters - You want to avoid overpaying for a company. - Lower P/E means higher margin of safety. - A forward P/E under XX signals expectations of future earnings strength. Examples with reasonable valuation metrics: $DBX"
X Link 2025-11-27T16:36Z 18.6K followers, 13.7K engagements

"Shorted more $RGTI - THE VOLUME IS DEAD"
X Link 2025-11-28T14:39Z 18.6K followers, 7206 engagements

"$BHVN looking strong"
X Link 2025-11-28T15:18Z 18.6K followers, 3359 engagements

"People saying the chart doesnt look good for Rigetti shorts right now are missing the entire point. The chart is irrelevant. The business is the problem. $RGTI Rigettis own leadership has said commercial scale and meaningful sales are still a decade away. That's why he sold XXX% of his shares in May There is no proven business model no recurring enterprise demand and revenues that dont come close to supporting its valuation. Yet Rigetti is still valued close to $9BILLION in market cap - on decreasing pitiful sales of less than $10million. They didn't progress to the next stage of DARPA they"
X Link 2025-11-28T16:26Z 18.6K followers, 13.9K engagements

"My current watch-list for potential long / swing entries - seeing rotation into value and several names are deeply red YTD along with some growth stocks I like (PATH & UPWK): - Chipotle ( $CMG ): XXXX% YTD - PayPal ( $PYPL ): XXXX% YTD already in - Figma ( $FIG ): -XX% since IPO - Wendys ( $WEN ): XXXX% YTD - UPS ( $UPS ): -XX% YTD - UiPath ( $PATH ): +7% YTD - Upwork ( $UPWK ): +20% YTD - Caleres ( $CAL ): -XX% YTD - Under Armour ( $UA): XX% YTD - Caesars ( $CZR ): - XX% YTD - Lululemon ( $LULU ): -XX% YTD"
X Link 2025-11-29T17:41Z 18.6K followers, 41.5K engagements

"The psychology mistakes new investors make are painfully predictable (the data proves it) 1.Chasing hype - Retail investors buy after the big move. Examples: Peloton (PTON): +440% in 2020 them collapses XX% from peak Rivian (RIVN): $XXX high to 85%+ Coinbase (COIN): $XXX peak to XX% before recovering We see it now with quantum new investors buying at peak valuations. Research shows the average investor underperforms the S&P by XX% per year because of bad timing. 2.Loss aversion - Humans feel losses X more strongly than gains (Kahneman & Tversky). - This leads to panic selling after a 1020%"
X Link 2025-11-29T18:10Z 18.6K followers, 5531 engagements

"For those asking - Im currently sitting at a XX% YTD return on my portfolio versus the S&P 500s 16%. I've now outperformed the market the last X years in a row Beating the market by around XX% is something Im genuinely proud of especially since I focus heavily on risk management and run a balanced mix of long and short positions. I also generally avoid options due to issues like decay timing and IV crush.I prefer to buy or straight short common shares keeping tight control over my position sizing (no position size over 5%). I dont tolerate large drawdowns - its simply not in my nature. The"
X Link 2025-11-30T01:43Z 18.6K followers, 36K engagements

"Remember: your favourite X account is probably BEING PAID TO PROMOTE THE STOCKS THEY HYPE. $IONQ $RGTI $IREN $BTQ $LAES $OKLO $QUBT $QBTS These market intelligence companies approached me too directly on X (back when I had only 6000 followers - imagine the payouts for the big accounts). My mission has always been simple: cut through the hype expose false narratives and bring real truth to retail investors. Ill always stay fully independent. I will never accept paid stock-pumping deals - the kind that are everywhere on X - not now not ever Always do your own due diligence"
X Link 2025-11-30T01:54Z 18.6K followers, 33.9K engagements

"@lisinnnnnnns XX% is incredible - congrats . great having you in the community too"
X Link 2025-11-30T04:17Z 18.6K followers, XXX engagements

"@biancoresearch Consumer sentiment is at its second-lowest level ever the only time Americans felt worse was during the 2022 inflation"
X Link 2025-11-30T17:12Z 18.6K followers, XXX engagements

"SHORT SELLING IS JUST INHERENTLY TREACHOROUS Surprised to hear this from @BillAckman regarding short selling. In this clip Ackman talks about why he doesnt short stocks anymore and how dangerous short selling can be. But it wasnt always this wayEarlier in his career Ackman lived and thrived in the short-seller arena - sometimes winning sometimes getting burned. Heres some of his most famous trades: X. Herbalife (20122018): His most famous $1B short ended as a -$760M to -$1B loss after a 6-year war. X. MBIA equity short: A win though the real payoff came from CDS not the stock. X. Ambac &"
X Link 2025-12-01T00:19Z 18.6K followers, 12.1K engagements

"Added to $SRPT position on today's dip"
X Link 2025-12-01T15:29Z 18.6K followers, 3926 engagements

"Looking at re-entering $SPRB. Huge sell off today -XX% on the daily. Other than low volume and broad biotech sell off today - still trying to figure out whats driving this. Any insights @MartinShkreli"
X Link 2025-12-01T19:17Z 18.6K followers, 12.8K engagements

"For those wondering why I entered $SPRB on XX% dip today"
X Link 2025-12-01T19:53Z 18.6K followers, 22.8K engagements

"PREDICTION: Trump announces expanded travel ban at 2pm tomorrow - adding 20-30 "high-risk" nations (Syria NK more Africa/LatAm) via DHS Noem's "full ban" rec. Why Post-DC shooting "invader" rhetoric demands it. How you can make money from this; Short airlines ( $DAL / $AAL - intl routes tank 10-20% bookings) & cruises ( $CCL/ $RCL - LatAm pax dry up). 2017 ban resulted in X% dips. Could be another trade opportunity- thank me later"
X Link 2025-12-02T06:45Z 18.6K followers, 12.9K engagements

"If your portfolio is heavily U.S.-weighted NOW is the time to look globally U.S. trades at XX earnings - one of the most expensive markets in the world Europe & Asia trade closer to 1014 P/E Global diversification reduces recession risk currency risk and valuation risk. If the U.S. slows expensive sectors (AI SaaS growth) get hit hardest - and value plays win out. Consider these stocks if you are heavy US tech weighted in your portfolio. TEN Non-US low-P/E recession-resilient giants worth watching: - X. Unilever ( $ULVR.L ) - P/E XX Global consumer staples - food hygiene essentials. Demand"
X Link 2025-12-02T16:51Z 18.6K followers, 60.5K engagements

"@tradergurujosue Interactive Brokers (IBKR) is a good one and Charles Schwab"
X Link 2025-12-02T16:58Z 18.6K followers, XXX engagements

"WHAT IS GOING ON AT THE FDA Less than a month later - Richard Pazdur has resigned $SRPT $MRNA $BHVN $CAPR $REPL $NOVO $PFE Pazdur the newly appointed head of the drug evaluation department the agency's veteran oncology chief took over the role on November XX replacing George Tidmarsh after he resigned amid serious concerns about his personal conduct. MAKARY AND PRASAD HAVE GOT TO GO"
X Link 2025-12-02T17:44Z 18.6K followers, 9349 engagements

"Positioning for Trumps New Fed Chair (Kevin Hassett) Why Long Bonds $TLT May Outperform Stocks in a Fast-Cut Cycle Trump has introduced his new Fed Chair Kevin Hassett- someone known for being pro-growth pro-liquidity and openly supportive of lower interest rates. Markets now expect a faster-than-normal rate-cut cycle but not a crisis-style slash. Heres the realistic path: Fast early cuts then a steady easing glide: - Mar 25: XX basis points (bps) - May 25: XX bps - Jun 25: XX bps - Jul 25: XX bps - Sept 25: XX bps - Nov 25: XX bps - Dec 25: XX bps - Jan 26: XX bps This takes Fed Funds from"
X Link 2025-12-03T00:57Z 18.6K followers, 23.1K engagements

"Some weird action in quantum today. Isnt $IONQ supposed to be the real leader here $QBTS and $RGTI up"
X Link 2025-12-03T15:14Z 18.6K followers, 7454 engagements

"@BigEricSchwartz Upside on the ETF plus distribution"
X Link 2025-12-03T17:02Z 18.6K followers, XX engagements

"Continued strength from Sarepta $SRPT - hopefully you didnt get shaken out on any dips. This will go back to $50"
X Link 2025-12-03T19:00Z 18.6K followers, 4680 engagements

"$SPRB PT raised to $XXX. I dont place much important on analysts price targets - especially from Leerink but interesting to see the sentiment switch nonetheless"
X Link 2025-12-03T21:49Z 18.6K followers, 4053 engagements

"Prediction: Vinay Prasad will be out by Christmas $MRNA $AMGN $REGN $GILD $VRTX $BIIB $NBIX $HALO $SGEN $IONS $EXEL $ARGX $SRPT $SPRB $CAPR Twelve former commissioners - including several who served under Trump - have come out strongly against Prasads proposal for sweeping vaccine changes. Theres no way he makes it to the end of the year at this rate. Prasads time is up. The question is if Prasad is pushed out - does Makary go with him"
X Link 2025-12-04T01:28Z 18.6K followers, 10.2K engagements

"@stockoptionsway I've been shorting $RGTI since it was a $XX dollar stock"
X Link 2025-12-04T01:58Z 18.6K followers, XXX engagements

"@ShashiVas good question . $SRPT imo risk is behind them. Proven therapies recurring revenue - growing market. $SPRB has potentially higher upside if pipeline materializes but very small market cap and higher risk"
X Link 2025-12-04T02:26Z 18.6K followers, XXX engagements

"Breaking: $IONQ's Thomas Kramer (CFO who just left) filed to sell: - 1400000 shares of common stock - Approx. market value: $7Million Entire leadership team is running for the door selling all their shares while they can Half a billion in insider sales over the last year explains the under performance of IONQ versus other quantum stocks today. TRULY SHOCKING"
X Link 2025-12-04T03:03Z 18.6K followers, 8514 engagements

"Never bet against Zuck Now up XX% on $Meta since my entry price. This is why I keep buying"
X Link 2025-12-04T14:49Z 18.6K followers, 6759 engagements

"Quantum up across the board. $IONQ $RGTI $QUBT $QBTS Yes Im still short and no my price targets for covering havent changed. Short term fluctuations dont bother me - you shouldnt be shorting if they bother you. Shorting is not for everyone - conviction and patience are key"
X Link 2025-12-04T15:10Z 18.6K followers, 12.6K engagements

"$SRPT looking strong lately - back above $XX. Im holding until we get back to $50"
X Link 2025-12-04T15:18Z 18.6K followers, 3838 engagements

"I think Martin has to take more accountability for his followers joining him on shorts like this. Especially shorts on binary biotech events like $CAPR. Lots of his young following dont understand the risks of shorting. I always emphasis this along with keeping any position size under X% and never shorting binary events Your portfolio should also have a mix of shorts and long and other asset classes like bonds treasuries or REITs. Never go all in on something especially a binary event Some hard lessons were learned here"
X Link 2025-12-04T18:05Z 18.6K followers, 140.9K engagements

"Pure insanity. This pop is how all bubble stocks die. $RGTI up nearly XX% $IONQ up over 13%"
X Link 2025-12-04T20:13Z 18.6K followers, 18.3K engagements

"Breaking: Even more $IONQ insider sales today. CRO who just left Rima Allamadine filed to sell over $XXX million worth of shares today. This adds to the $XX million worth of shares that was filed yesterday by the CFO who also just resigned Thomas Kramer. You dont know more than the leadership team of $IONQ - they are selling everything as quick as they can"
X Link 2025-12-04T22:45Z 18.6K followers, 6475 engagements

"@michaeljburry Have you looked into the quantum hype Another Tulip bubble for $IONQ $RGTI etc"
X Link 2025-12-05T01:17Z 18.6K followers, 3120 engagements

"$SoFi just announced another $1.5B equity raise. Their CEO completely misled investors. CEO Anthony Noto @anthonynoto said the following right after the first $1.5B offering in July: The raise was completely opportunistic" and emphasized that SoFi is becoming more "capital-light." Noto repeatedly emphasizes that SoFi is shifting toward businesses that dont require heavy capital and highlighting Were doing well financially. Today months later another multibillion offering. - Two raises in X months $3B total - Stock drops again after hours Even if management never promised no more raises the"
X Link 2025-12-05T05:29Z 18.6K followers, 4935 engagements

"- "YOU NEED TO COVER NOW" - "You are going to lose everything" - "You are stupid - Quantum is going to take over" - "Look at the chart $RGTI is going to the moon" I hear all of the above on a daily basis regarding my quantum shorts. Don't get lost in the noise. I've been short $RGTI since $XX. This stock is going right back to single digits - fundamentals always shine true. Don't get washed out of a position you have full conviction in"
X Link 2025-12-05T16:42Z 18.6K followers, 10.4K engagements

"COMMON SENSE STORY TIME VOLUME #12 $OKLO $JOBY $LAES $BYND $BTQ $IONQ $RGTI $QBTS $META $SPCE $PLTR $SOFI $PYPL $BTQ $SRPT I just read a brutal story. 30-year-old guy saving for a down payment with his girlfriend. Good job consistent saver and had half of what they needed for a townhouse. Then 2020 hit He saw stocks booming very similar to today's market everyone was making money He figured he could double his down payment by years end. At first it worked - he actually really doubled it. Then life punched him in the face: - His mom got cancer. - Stress fear no sleep. - And on top of this the"
X Link 2025-12-06T05:41Z 18.6K followers, 8136 engagements

"@TravisBiziorek I have a couple brokerages I use - IBKR is one of them"
X Link 2025-12-06T17:45Z 18.6K followers, 5180 engagements

"This could actually be a good long list - rotation from bubble to real economy. I've now entered positions on $LULU and $WEN - considering $CMG next. YTD RETURNS XX KEY CONSUMER STOCKS: - Chipotle ( $CMG ) -XX% - Wendys ( $WEN ) - XX% - Lululemon ( $LULU ) -XX% - Caleres ( $CAL ) -XX% - Carters ( $CRI ) -XX% - Vera Bradley ( $VRA ) -XX% - Under Armour ( $UA ) -XX% - Whirlpool ( $WHR ) -XX% - Caesars Entertainment ( $CZR ) -XX% - Macys ( $M ) -27%"
X Link 2025-12-07T18:28Z 18.6K followers, 24.4K engagements

"Agree - $SRPT is my second largest long. It will rip back to $XX. One of the Most Misunderstood Biotechs on the Market in my opinion. Some people see Sarepta as a company in trouble. I see it as a multi-bagger After going through the latest numbers regulatory updates and growth trajectory I think the market is massively underpricing whats actually happening here. Im long (second largest position) and plan to stay that way for at least a year. This isnt about short-term swing (there will be plenty of those). Its about what Sarepta looks like in the next year. The Core Facts -Revenue: - $611M"
X Link 2025-12-07T22:29Z 18.6K followers, 13.4K engagements

"$RGTI from +5% to -X% in a matter of minutes. No buyers left what a garbage stock. Im short"
X Link 2025-12-08T15:11Z 18.6K followers, 5162 engagements

"Solid move back above $XX for $BHVN"
X Link 2025-12-08T15:39Z 18.6K followers, 3549 engagements

"Hope you've been listening - Dye and Durham. $DND.TO / $DYNDF now up nearly 30%. I think the buyout happens over the next month - AGM scheduled for the end of December. Another XXX to 2x from here"
X Link 2025-12-08T16:21Z 18.6K followers, 16K engagements

"$BHVN now up another nearly 12%. Congrats to everyone who listened on this one. My position is now up XX% in just a couple of weeks"
X Link 2025-12-08T18:13Z 18.6K followers, 4486 engagements

"I bought more $SRPT. Every dip is an opportunity to accumulate more shares. Road to $50"
X Link 2025-12-08T18:16Z 18.6K followers, 5198 engagements

"Dye and Durham - my biggest highest conviction stock position. +46% today I hope you were listening. Buyout announcement coming soon IMO. Target price - minimum $XXX to $XX - plenty of upside from here"
X Link 2025-12-08T20:47Z 18.6K followers, 29.9K engagements

"$TLT just hit a 3-month low into Wednesdays FOMC meeting. Markets see an XX% chance of a 25bp cut - but traders expect a hawkish cut i.e.cut now and more pauses next year. With inflation still above target and jobs holding up the Fed may be near the end of this cutting cycle. Thats pushing long yields higher the 30-yr is XXXX% up from XXX% in October. Fiscal deficits and inflation expectations are driving the long end more than the Fed. TLT is extremely rate-sensitive so its pulled back: +4.7% YTD well below the October peak (+9%). Meanwhile the middle of the curve has seen some nice returns:"
X Link 2025-12-09T00:00Z 18.6K followers, 14.8K engagements

"$32 is a start but $SRPT is going much much higher"
X Link 2025-12-09T13:40Z 18.6K followers, 4482 engagements

"Quantum looking very weak in pre-market red across the board 🩸 $IONQ $RGTI $QBTS $QUBT"
X Link 2025-12-09T14:12Z 18.6K followers, 3868 engagements

"$SRPT continues to move higher"
X Link 2025-12-09T14:33Z 18.6K followers, 2799 engagements

"After yesterday's +45% day. We get a pull back this morning - I added more. $DND.TO / $DYNDF"
X Link 2025-12-09T14:45Z 18.6K followers, 14.8K engagements

"It just keeps rallying. $DYNDF / $DND.TO Up now XX% since this mornings dip - what a recovery. Don't get shaken out"
X Link 2025-12-09T19:47Z 18.6K followers, 4857 engagements

"Breaking: Continued Insider Sales at $IONQ Form XXX filed outgoing Chief Revenue Officer - Rima Alamedine. - Shares registered to be sold: 133615 common shares - Estimated value: $7.2M Recent 3-month sales: 150000 shares already sold for $8.46M Insiders continue to run for the exit - thats over half a billion over the last XX months"
X Link 2025-12-09T21:51Z 18.6K followers, 5093 engagements

"Breaking: More insider sales for $RGTI A new Form XXX shows Board Director Michael Clifton just registered to sell: - 150000 common shares - 100000 warrants Estimated total value $6M Insider selling isnt a guarantee of downside but the fact that the CEO sold XXX% of his shares in May and recently many of the leadership team and now Board members are unloading millions is not a good sign The amount he is selling is basically equivalent to Rigetti's annual Revenue for this year lol"
X Link 2025-12-10T03:28Z 18.6K followers, 6126 engagements

"$IONQ CEO a few months ago in early October. Supposedly "they will wipe the floor" with $NVDA NVIDIA by 2027. Oh and right before this he sold sold $XXX million dollars worth of shares (80% of his holdings . X months into his role as CEO). 2027 is basically XX months away. do you believe this guy"
X Link 2025-12-10T03:42Z 18.6K followers, 7097 engagements

"Check-in on $IONQ's quantum systems. IonQ status page today is yikes - Aria X = "Under Maintenance" XXXX% uptime (lol) over last XX days - Forte = Under Maintenance and only XX% uptime - Forte Enterprise X = "Operational" but less than XX% uptime. This is their commercial fleet hahaha and part of the reason they have X organic growth When half your production-grade machines are down or in maintenance more than half the time thats not a scaling curve that means the tech doesn't work and this is near $20B company. $IONQ is still a generational short opportunity"
X Link 2025-12-10T03:50Z 18.6K followers, 4184 engagements

"@xDeeez And you believe that roadmap Read this - key to know about $IONQ's past"
X Link 2025-12-10T03:54Z 18.6K followers, XXX engagements

"Quantum continues to be weak.🩸 The -XX% single day drop is coming $IONQ $RGTI $QBTS $QUBT"
X Link 2025-12-10T14:40Z 18.6K followers, 5405 engagements

"$DND.TO / $DYNDF continues to rally"
X Link 2025-12-10T14:47Z 18.6K followers, 2181 engagements

"Over the last few weeks I have re-allocated XX% of my portfolio from equity indexes to long term bond ETF's: - $TLT (US) - $ZFL.TO (Canada) Make sure you are prepared for what's coming"
X Link 2025-12-10T15:38Z 18.6K followers, XXX engagements

"$OKLO short doing well. Back below $XXX. Profit target is $80"
X Link 2025-12-10T15:56Z 18.6K followers, 3758 engagements

"I hope you were listening. The breakdown of $RGTI continues - road to single digits"
X Link 2025-12-10T16:19Z 18.6K followers, 4986 engagements

"@WaltCapell like who"
X Link 2025-12-10T20:45Z 18.6K followers, XXX engagements

"@WaltCapell Interestingly the only one I am not short. Their cash balance and smaller market cap make this too risky/volatile for me"
X Link 2025-12-10T20:55Z 18.6K followers, XXX engagements

"Today was a good day - my portfolio is now up XX% YTD. $IONQ $RGTI $QBTS $JOBY $BTQ $PYPL $LULU $META $CMP $WEN $SRPT $BHVN $SPRB Shorts (6 out of X printed for me today): $IONQ -X% $RGTI -XXX% $QBTS -XXX% $OKLO -XXX% $JOBY -XXX% $BTQ -XXX% Longs (6 out of X made money for me today): $PYPL +0.6% $SRPT +0.1% $BHVN +1.2% $LULU +2.9% $DND.TO -XXX% $META -X% $CMP +0.6% $WEN +0.25% $SPRB -XX% Bonds (2 out of X made money - XX% of my portfolio): $TLT +0.4% $ZFL.TO +0.63%"
X Link 2025-12-10T21:09Z 18.6K followers, 6063 engagements

"@GlenRubin @rajatscribbles_ you've been saying that for a while Glen"
X Link 2025-12-10T22:56Z 18.6K followers, XX engagements

"Ive officially made it. Thanks Mike"
X Link 2025-12-11T03:23Z 18.6K followers, XXX engagements

"My thoughts on $BTC are summed up perfectly by Warren Buffett and Jamie Dimon. Sell"
X Link 2025-12-11T03:36Z 18.6K followers, 6836 engagements

"@mattscottcap Love your stuff @mattscottcap i'm considering a couple of your stock recommendations too $PATH $UPWK"
X Link 2025-12-11T23:35Z 18.6K followers, XXX engagements

"Why are the CEO's selling all of their shares - $RGTI CEO sold XXX% of shares in May. - Former $IONQ CEO and Board Chair until a few months ago sold XXX% of his shares over the last few months. - Current $IONQ CEO sold XX% of his shares in the summer. - Same story for Dwave. Not to mention the other leaders of these companies all cashing out. What do you read into this"
X Link 2025-12-12T01:03Z 18.6K followers, XXX engagements

"The Quantum Bulls just don't listen. $IONQ down XXX% $RGTI down 6.2%"
X Link 2025-12-12T16:25Z 18.6K followers, 1918 engagements

"@Biotech2k1 Still long $SRPT"
X Link 2025-11-12T05:10Z 18.6K followers, XXX engagements

"This could actually be a good long list - rotation from bubble to real economy. YTD RETURNS XX KEY CONSUMER STOCKS: - Chipotle ( $CMG ) -XX% - Wendys ( $WEN ) - XX% - Lululemon ( $LULU ) -XX% - Caleres ( $CAL ) -XX% - Carters ( $CRI ) -XX% - Vera Bradley ( $VRA ) -XX% - Under Armour ( $UA ) -XX% - Whirlpool ( $WHR ) -XX% - Caesars Entertainment ( $CZR ) -XX% - Macys ( $M ) -27%"
X Link 2025-11-21T21:45Z 18.6K followers, 89.8K engagements

"THIS IS WHY YOU WILL LOSE MONEY IN THE STOCK MARKET CHASING HYPE $IONQ $RGTI $LAES $BTW $OKLO $JOBY $META Peter Lynch one of the greatest investors of all time sums it up perfectly: - "Stocks are not lottery tickets" - "There is a company behind every stock if the company does well the stock does well.it's not that complicated" - "People get carried away and first of all they try and predict the stock market that is a total waste of time no one can predict the stock market" This advice is timeless. Unfortunately many new investors are jumping into hype sectors and stocks like Quantum ( $ionq"
X Link 2025-11-23T21:53Z 18.6K followers, 90.6K engagements

"$SRPT Looks like analysts are finally starting to see what Ive been seeing. Wells Fargo just released a $XX price target - about XXX upside from where its trading today. I see $XX dollars over the next few months"
X Link 2025-11-26T15:28Z 18.7K followers, 5045 engagements

"MAJOR NEWS FOR QUANTUM $IONQ $RGTI $QUBT $QBTS GENESIS MISSION FALLOUT FOR QUANTUM STOCKS The White House just unveiled the Genesis Mission - and every major tech titan got a seat at the table: IBM Amazon (AWS) Google NVIDIA Microsoft AMD Anthropic OpenAI even Quantinuum. But heres the real shocker: - Quantinuum - the ONLY pure-play quantum company included - it's also PRIVATE. Every SINGLE publicly traded quantum pure-play was left out: $IONQ $RGTI $QBTS $QUBT This is a massive red flag for the public quantum sector The message is loud and clear: - The U.S. government doesnt see the current"
X Link 2025-11-27T22:02Z 18.6K followers, 22.4K engagements

"Tomorrow could be a bloodbath for the X public Quantum pure plays $IONQ $RGTI $QBTS $QUBT The continued drawdown today in $BTC may act as a catalyst for a broader risk-asset correction given its recent correlation with high-beta tech names. If BTC continues to break key support levels momentum-driven selling could spill into speculative sectors. RGTI is down -XXXX% overnight and looks incredibly weak. Its recent price action suggests deteriorating buyer strength with fading volume on rebounds and increasing sell pressure. Coupled with every SINGLE publicly traded quantum pure-play being left"
X Link 2025-12-01T03:36Z 18.6K followers, 11.7K engagements

"$RGTI looking extremely weak on very little volume"
X Link 2025-12-01T14:40Z 18.6K followers, 5210 engagements

"Garbage. $RGTI"
X Link 2025-12-01T15:22Z 18.6K followers, 6137 engagements

"The Ugly Truth About Big Drops $ionq $rgti $qbts $btq $oklo $joby IONQ example: At $XXXXX a XX% drop puts the stock at $XXXXX. To get back to $XXXXX it doesnt need +50% It needs a +100% gain - literally a double - because the rebound is calculated off the new much smaller price. I know this is obvious but a lot of retail investors forget about this"
X Link 2025-12-01T15:59Z 18.6K followers, 6359 engagements

"For those asking - not covering quantum anytime soon. Price targets for my short below. $ionq $rgti $qbts"
X Link 2025-12-01T16:30Z 18.6K followers, 10.3K engagements

"Added to $RGTI short - another gift"
X Link 2025-12-02T14:36Z 18.6K followers, 5372 engagements

"The private quantum giant Quantinuum (majority-owned by $HON) was the only pure quantum company selected for the Trump administration's Genesis mission. It cannot be a coincidence that they lead with XX logical qubits. Zero from $IONQ $RGTI $QBTS $CHAC. "But. but. their roadmap says they will have more" Anyone can publish a roadmap. Delivering on it is the hard part"
X Link 2025-12-03T05:01Z 18.6K followers, 11.2K engagements

"Added to $RGTI short"
X Link 2025-12-03T20:54Z 18.6K followers, 14.3K engagements

"D-Wave $QBTS finished up nearly XX% today following the news they: - Announced the "forming of a new business unit dedicated to driving the adoption of its quantum computing products and services within the U.S. government. Led by seasoned government and public sector business executive Jack Sears Jr. the newly established unit will support D-Waves enterprise-wide U.S. government-related initiative" So the market adds a billion dollar of market cap for simply announcing a new business unit The world has lost it. I see temporary spikes like this as opportunities to increase my short positions."
X Link 2025-12-04T01:09Z 18.6K followers, 8796 engagements

"Added more to my $RGTI short its now XXX% of my portfolio. More than I would like but another gift"
X Link 2025-12-04T17:41Z 18.6K followers, 28.1K engagements

"Back to regular programming. Quantum 🩸 $IONQ $RGTI $QBTS"
X Link 2025-12-05T15:01Z 18.6K followers, 9315 engagements

"Totally agree - I'm short quantum $ionq $rgti $qbts and nuclear $oklo"
X Link 2025-12-09T21:46Z 18.7K followers, 7831 engagements

"It looks like the run for Quantum stocks has come to a real end $IONQ $RGTI $QUBT $QBTS While the broader market is surging today on the FED rate cut- the S&P XXX is up almost X% - the entire quantum sector is moving in the opposite direction. The momentum that carried these names earlier in the year has completely faded and were now seeing a pretty sharp reversal. Instead of benefiting from the rally the leading quantum companies are getting hit hard: - $RGTI is down more than X% - $IONQ is down over X% What makes this stand out is how clear the divergence is the market is climbing but"
X Link 2025-12-10T20:19Z 18.7K followers, 5778 engagements

"Mexico imposes up to XX% tariffs on China - causing futures to crater. This is why I choose not to invest in Chinese stocks I avoid investing in Chinese stocks even though many of them look extremely attractive on a valuation basis. Companies like $BABA $BIDU and $BYD trade at significant discounts compared to their U.S. counterparts. For example - Alibaba often trades at a P/E ratio less than half of Amazons. - Baidu trades far below U.S. AI peers despite strong technology and - BYDs growth is not reflected in its valuation the way Teslas is. On fundamentals alone these should be compelling"
X Link 2025-12-11T04:45Z 18.6K followers, 7872 engagements

"@jrouldz @genejchan My average cost on IONQ is in the $60's lol my whole approach to shorting is start small and add as it moves up . it was all fake hype and momentum. They have all made money as they followed my trades"
X Link 2025-12-11T15:58Z 18.6K followers, XX engagements

"@Cthroughtheveil Its crazy"
X Link 2025-12-11T20:00Z 18.6K followers, XX engagements

"@QuantumDom You're right $IONQ insiders refuse to slow down selling all of their shares"
X Link 2025-12-11T20:51Z 18.6K followers, 2174 engagements

"Its a constant challenge educating quantum bulls on the risks of investing in a speculative technology thats likely a decade away from achieving scalability or profitability. All I can say is that I made the effort. $IONQ $RGTI $QBTS $QUBT"
X Link 2025-12-11T21:52Z 18.6K followers, 18.9K engagements

"@statistici89506 @MartinShkreli Exactly we are an extraordinary bull market. If you have a sizeable investment - managing risk should be at the forefront of your mind"
X Link 2025-12-11T23:26Z 18.6K followers, XX engagements

"WHY YOU SHOULD BE BUYING $TLT & WHILE GETTING PAID TO WAIT FOR HUGE UPSIDE Two charts explain almost everything. Chart 1: - U.S. interest expense has exploded now $XXX TRILLION per year (4% of GDP). Chart 2: - Treasury has cut long-bond issuance (20y/30y now XXX% of total issuance). - Theyre leaning on short-term debt instead. Heres the key point people miss: - Issuing short-term debt doesnt fix the problem it pushes it forward. - Short debt rolls fast which means constant refinancing at whatever rates exist in the future. - Markets see this and demand a higher term premium which is why"
X Link 2025-12-13T19:02Z 18.6K followers, 5897 engagements

"The decline resumes down -XXXX% today. I've been shorting $RGTI since $XX. It will go all the way back to single digits - there is literally X fundamentals supporting its $9billion dollar valuation"
X Link 2025-12-09T14:42Z 18.6K followers, 7096 engagements

"Breaking: Dye and Durham Update ( $DND.TO / $DYNDF ) Audit is in final stage key comment substantially all items delivered. Still targeting week of Dec XX for filings. Waiver discussions ongoing for Dec XX deadline. AGM court hearing Friday. No new negative news; process continues. Looks good to me - when this is filed stock will get another big green candle as default risk is off the table"
X Link 2025-12-10T17:40Z 18.6K followers, 3026 engagements

"Equities down my bond ETF's performing $TLT and $ZFL.TO"
X Link 2025-12-11T14:48Z 18.6K followers, 3156 engagements

"Never rely on Wall Street Analysts $IONQ $RGTI $QBTS $OKLO $BTQ $JOBY Before Enron collapsed Analysts were all still screaming BUY. Heres how badly they missed: Who was bullish (2001): -Bear Stearns $XX price target - Lehman Brothers raised target to $XXX - Merrill Lynch Goldman UBS CSFB all Buy or Strong Buy - XX of XX major analysts still had Enron rated Buy in October 2001 - Only X analyst (BNP Paribas Daniel Scotto) downgraded early and even he didnt call a collapse How wrong were they Enron stock went from $XX to $XXXX. So those targets were off by: - Bear Stearns: XXXXX% wrong - Lehman:"
X Link 2025-12-11T15:28Z 18.6K followers, 14K engagements

"Breaking: Court Filing for Dye and Durham $DND.TO / $DYNDF The court filings confirm the issue with the audit filings is a timing issue not an accounting issue. This is what has dragged the stock down massively the last couple of months as investors priced in a risk of a default. Key takeaways from Court Documents: - OSC (Canadian Regulator) review is complete - Substantially all audit items delivered - under oath - Auditor(EY) in final follow-up not re-work - No restatements no disputes no fraud language - Court relief requested is routine ( just a procedural timing issue to share filings 21"
X Link 2025-12-12T02:25Z 18.6K followers, 6711 engagements

"Dumbfounded. $RGTI recovery today🎄. Who is buying this trash"
X Link 2025-12-12T18:40Z 18.7K followers, 14.9K engagements

"MUST WATCH AI stocks may be in a bubble at the moment but the technology is truly amazing. $ORCL $NVDA $OPENAI $META Very soon the impossible will feel ordinary. We are entering an era where anyone can become the star of their OWN blockbuster. You wont just watch movies anymore BUT youll step inside them. With nothing more than a prompt youll recreate legendary cinema moments or generate completely new Oscar-level stories tailored around you and the people you love. Some of my favourite movies in this clip (The Truman Show The Godfather). What movie would you jump into"
X Link 2025-12-12T20:09Z 18.6K followers, 10.6K engagements

"Order Restored. $RGTI"
X Link 2025-12-12T21:03Z 18.6K followers, 4907 engagements

"@MowryKris TLTW behaves almost the same as TLT - slightly cheaper same risks. Adding it increases long-duration exposure but doesnt meaningfully diversify the macro bet"
X Link 2025-12-13T20:46Z 18.7K followers, XX engagements

"Ladies and gentlemen meet QuantumScape $QS. A $XX BILLION company with ZERO revenue. They make solid-state lithium metal batteries for EVs sounds futuristic right Well apparently having Quantum in your name is all it takes. Because the chart Identical to $RGTI $IONQ and the rest of the Quantum gang. Up XXX% in X months. No sales. Just a name"
X Link 2025-10-31T18:22Z 18.7K followers, 76.2K engagements

"The real economy is being crushed The consumer isnt strong . the tape says otherwise. While job's are dropping off a cliff yet trash speculative stocks go hyperbolic. YTD RETURNS XX KEY CONSUMER STOCKS: - Chipotle ( $CMG ) -XX% - Wendys ( $WEN ) -XX% - Lululemon ( $LULU ) -XX% - Caleres ( $CAL ) -XX% - Carters ( $CRI ) -XX% - Vera Bradley ( $VRA ) -XX% - Under Armour ( $UA ) -XX% - Whirlpool ( $WHR ) -XX% - Caesars Entertainment ( $CZR ) -XX% - Macys ( $M ) -XX% X YEAR RETURNS SPECULATIVE HYPE STOCKS: - RIGETTI ( $RGTI ) +3817% - DWAVE ( $QBTS ) +3606% - IONQ $IONQ ) +304% - OKLO ( $OKLO )"
X Link 2025-11-02T17:12Z 18.7K followers, 125.8K engagements

"WHY YOURE GOING TO LOSE MONEY ON STOCKS THIS DECADE Legendary investor Howard Marks puts it bluntly: When you buy the S&P XXX at a 23x P/E your 10-yr annualized return has always fallen between +2% and X% IN EVERY CASE EVERY CASE. Today the market sits at a 25x P/E. Add inflation and your returns are negative. So whats Marks doing Buying bonds During the 20002002 crash: - Long-term Treasuries: +4045% - NASDAQ: XX% History doesnt repeat perfectly but it rhymes. We might only be in the first inning of the next pullback. Im already reallocating heavily into long-term bond ETFs like $TLT and"
X Link 2025-11-14T01:16Z 18.7K followers, 1.4M engagements

"WARREN BUFFETT AND JAMIE DIMON ON WHY NOT TO INVEST IN CRYPTO $BTC $ETH Warren Buffett explains it perfectly: - "If you buy something like Bitcoin or some cryptocurrency you don't really have anything that is producing" .like a farm or a business. "YOU ARE JUST HOPING THE NEXT GUY PAYS MORE". I agree with Buffett and personally do not invest in crypto. The risk of catastrophic drawdowns in this asset class alone gives me heartburn. In the past X years $BTC has experienced: - X declines greater than -XX% - X declines greater than -XX% That level of volatility is far beyond what Im comfortable"
X Link 2025-11-16T22:52Z 18.7K followers, 197.3K engagements

"BREAKING (Bloomberg): People Dont Understand Whats Happening With RETAIL Investors in South Korea $IONQ $RGTI $QBTS South Korean retail is so obsessed with US leveraged ETFs that regulators are now forcing mandatory DMV-style training just to buy them. Starting Dec XX anyone in Korea wanting to trade foreign leveraged or inverse ETFs must: take a 1-hour online course pass a 3-hour mock-trading program complete extra steps for derivatives abroad Why Because Korean retail put $7B into US leveraged ETFs in October alone and $30B YTD They are also some of the most aggressive traders of US"
X Link 2025-11-24T23:40Z 18.6K followers, 324.3K engagements

"WHY NOT TO INVEST IN CHINESE STOCKS I avoid investing in Chinese stocks even though many of them look extremely attractive on a valuation basis. Companies like $BABA $BIDU and $BYD trade at significant discounts compared to their U.S. counterparts. For example - Alibaba often trades at a P/E ratio less than half of Amazons. - Baidu trades far below U.S. AI peers despite strong technology and - BYDs growth is not reflected in its valuation the way Teslas is. On fundamentals alone these should be compelling opportunities. But the problem isnt the businesses - it's the regulatory and"
X Link 2025-11-26T19:23Z 18.7K followers, 65.3K engagements

"Since when did $SRPT get on the most Popular Fintwit list. I'm shocked they actually got one right for once"
X Link 2025-11-30T18:14Z 18.7K followers, 8206 engagements

"The invisible cost to every Robinhood $HOOD trade you make - their trades are not free - "Robinhood trades are not free" - "When you pay for order flow you're probably charging your customers more and pretending to be free" - "It's a very dishonourable low grade way to talk" - "Nobody should believe Robinhood's trades are free" Translation: Robinhood doesnt charge commissions but it makes money by selling your trades to market makers i.e. payment for order flow. Instead when you click Buy Robinhood sells your order to a big trading firm (Citadel etc). That firm executes it and pays Robinhood"
X Link 2025-12-06T17:40Z 18.7K followers, 253.6K engagements

"One of the strangest patterns in the stock market that you don't know about $SPY $VTI $VOO I recently watched an interview with Samir Varma a theoretical physicist turned trader hedge-fund manager- he earned his doctorate in particle physics from University of Texas at Austin and was one of the first to execute profitably quantitative futures strategies. He noted - over XX years almost all of $SPY s gains happened while the market was CLOSED I found this super interesting so I did some digging to see if this was true and here's the data: According to a long-term analysis (19932025) the"
X Link 2025-12-09T02:26Z 18.6K followers, 88.1K engagements

"Over the last few weeks I have re-allocated XX% of my portfolio from equity indexes to long term bond ETF's: - $TLT (US) - $ZFL.TO (Canada) Make sure you are prepared for what's coming"
X Link 2025-12-10T15:39Z 18.6K followers, 6464 engagements

"Buying more $SRPT on this pre-market dip"
X Link 2025-12-11T14:00Z 18.6K followers, 4350 engagements

"Easy money if you are paying attention. The X quantum public pure plays are collapsing. $RGTI down XX% since its peak in October"
X Link 2025-12-11T14:46Z 18.6K followers, 6204 engagements

"We cooking on $BHVN - now up over XX% on my position. Congrats to everyone who joined me on this one +9% today again"
X Link 2025-12-11T20:06Z 18.6K followers, 5456 engagements

"US President Donald Trump has said he may eliminate tax on gambling winnings There is an GAMBLING EPIDEMIC surging in our society right now.and its not just sports betting. The stock markets caught the fever too. A must-watch for everyone especially young investors chasing dreams in speculative stocks. $laes $oklo $bynd $ionq $rgti $qubt $qbts $joby"
X Link 2025-12-11T21:59Z 18.6K followers, 7003 engagements

"The Quantum Bulls just don't listen. $IONQ down XXX% $RGTI down XXX% $QBTS down 9.3%"
X Link 2025-12-12T16:44Z 18.6K followers, 8155 engagements

"Another awesome day today. $IONQ $RGTI $QUBT $QBTS $BTQ $OKLO $JOBY $SRPT $DND.TO $BHVN $META $PYPL $LULU $WEN $CMG Days like today is why every portfolio should have a mixture of shorts and longs +77.5% YTD return for my portfolio Shorts: (every single one of my shorts printed today) $IONQ -XXX% ✅ $RGTI -XXX% ✅ $QUBT -XXX% ✅ $QBTS -XXX% ✅ $BTQ -XXX% ✅ $OKLO -XXXX% ✅ closed out my short $JOBY -XXX% ✅ Longs: $SRPT X% flat $DND.TO (+14.3%) ✅ (trimmed my position by 35%) $BHVN +0.7% ✅ $SPRB -XXX% ❌ $META -XXX% ❌ $PYPL X% flat $LULU +9.6%✅ $WEN +1.41%✅ $CMG +3.64%✅ Bonds: US $TLT -XXX% ❌ Canadian"
X Link 2025-12-13T00:37Z 18.6K followers, 3424 engagements

"COMMON SENSE INVESTING: STOCK PICK OF THE WEEK $LULU Lululemon has been crushed over the past year. Down 4550% from the highs. Sentiment is awful. Everyones decided premium consumer is dead but I see that as an opportunity especially if the company has great fundamentals and big growth catalysts like LULU has in spades Thats why I started paying attention The business didnt fall apart just sentiment and the stock price. Fundamentals: - Last quarter revenue: $2.4B (+9% YoY) - Trailing 12-month revenue: $9.6B Comparable sales were pressured in the U.S. but still positive internationally - this"
X Link 2025-12-13T17:44Z 18.6K followers, 5798 engagements

"But thats exactly my point the Fed only suppresses the long end when the system is under stress. Deflation was the stress in 2008/2020. Today it will be either: - growth rolling over - interest expense blowing out - a Treasury auction failure or financial stability issues. The trigger (deflation or otherwise) doesn't change the FED reaction when something breaks the Fed steps in and long yields fall. Im not betting on deflation Im betting that stress will eventually force intervention the same way it always has. And Im being paid a monthly yield from $TLT while waiting for it"
X Link 2025-12-13T20:07Z 18.6K followers, XX engagements

"When Peter Lynch Would Buy $TLT Using Peter Lynch logic heres when TLT would be a buy - and when it wouldnt. X. When sentiment is terrible Lynch loved assets that were: - Hated - Ignored - Written off as dead money That fits long-duration bonds after a rate-hiking cycle. These are some of the comments I see everywhere at the moment for long-term bond ETF's: Bonds are un-investable Rates will stay higher forever TLT is a widow-maker Thats exactly the kind of environment Lynch looked for. You want to buy what everyone else is selling. - Peter Lynch X. When the fundamentals are improving but"
X Link 2025-12-14T00:54Z 18.6K followers, 1889 engagements