@ecommerceshares Wasteland Capital

There are growing concerns about the fragility of the financial system and the impact of AI on society. A recent regional outage at AWS halted large parts of the Western world's business, highlighting vulnerabilities. Meanwhile, investors are grappling with the implications of AI, including potential security risks and the reliability of AI-driven systems.

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Social Influence

Social category influence stocks 30.12% finance 26.51% technology brands 22.29% countries 5.42% cryptocurrencies 4.82% currencies 1.81% celebrities 1.81% exchanges 0.6% automotive brands 0.6% musicians 0.6%

Social topic influence $mu #107, ai 6.63%, $goog #54, money 4.82%, stocks 4.82%, open ai 3.61%, market cap #459, china 3.01%, $aeo #1, goog #25

Top accounts mentioned or mentioned by @investornick @principatuscap @grok @qcapital2020 @edwinvanderberg @stanphylcap @algocasino @goulderbilt @psyduckcapital @rola838 @arbitrageissexy @marbel2019 @jacksonwharf @failcascade @bbindelay @xyzdkfe @sam33fine @stockmarketnerd @hangmanrocks @meepo86

Top assets mentioned Micron Technology, Inc. (MU) Alphabet Inc Class A (GOOGL) American Eagle Outfitters (AEO) Alibaba Group (BABA) Amazon.com, Inc. (AMZN) Novo-Nordisk (NVO) Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER) Lyft, Inc. Class A Common Stock (LYFT) Dash (DASH) Advanced Micro Devices (AMD) Shopify Inc (SHOP) PayPal Holdings Inc (PYPL) UnitedHealth Group (UNH) Spotify Technology (SPOT) NVIDIA Corp. (NVDA) Palantir Technologies Inc. (PLTR) SS&C Technologies Holdings, Inc. (SSNC) Molina Healthcare, Inc. (MOH) Hims & Hers Health, Inc. (HIMS) Chipotle Mexican Grill, Inc. (CMG) Snap, Inc. (SNAP) The 99% Community (99)

Top Social Posts

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

"The large caps now at +211% up from +160% three weeks ago. Big bumps from both $MU (+53% YTD and now +413% total) and $BABA (+19% YTD) while $GOOG is #2 Mag [--] YTD. This type of returns on mega caps in a bit over a year (with the S&P500 +17-18%) seems like pretty solid Alpha. $MU now passed the 300%+ return mark. Meanwhile $AEO just hit new 4-year highs. $LYFT outperforming +55-60% vs $UBER and $DASH (both of those are negative). Average return now +139%. Compounding is beautiful. https://t.co/ZerFN5dOf0 $MU now passed the 300%+ return mark. Meanwhile $AEO just hit new 4-year highs. $LYFT"
X Link 2026-01-29T21:43Z 129.8K followers, 104.7K engagements

"The Dow is down 10bps. Everyone:"
X Link 2026-02-04T18:15Z 129.8K followers, 13.3K engagements

"People scared of the $GOOG capex guide must have excess microplastics in the brain. When the Cloud biz is growing at +48% and accelerating with margin at record highs they should invest as much as possible. The literal investing in growth. Its a super-profitable land grab"
X Link 2026-02-05T17:48Z 129.8K followers, 79.3K engagements

"$AMZN $200bn in capex (vs $141bn exp) A NEW WORLD RECORD 😳 The rest pretty good. Revs accel to +14% (FX) US +10% AWS +24% (vs +18% in Q3 nice) Ads +22%. Great but behind other Mag [--]. Margin strong noisy. EPS +5%. Guide in line. Kinda lacks wow factor. At 30x 26E P/E"
X Link 2026-02-05T22:16Z 129.8K followers, 71.4K engagements

"Insane Q4 print from $GOOG. Revenue accelerating yet again to +18% (+16 last Q). Cloud+48% (What. The. F*ck) 😳. Search +17% (it was supposedly dead hahaha). Margins strong EPS +31% scaling well. [--] Capex guide $175-185bn = demand driven. Gemini app now 750m users. 👏👏👏"
X Link 2026-02-04T21:37Z 129.8K followers, 130K engagements

"If Jassy disappoints oh boy"
X Link 2026-02-05T19:35Z 129.8K followers, 19.7K engagements

"Absurd guide down at health insurer $MOH seems borderline criminal. Last Q they guided for $14 in [--] now they say $3.20 ($5 adjusted) I told you last summer to stay the f**k away from health insurers. Know what you own & dont own sectors under attack. Stock down -30%"
X Link 2026-02-06T13:56Z 129.8K followers, 41.5K engagements

"$MU now passed the 300%+ return mark. Meanwhile $AEO just hit new 4-year highs. $LYFT outperforming +55-60% vs $UBER and $DASH (both of those are negative). Average return now +139%. Compounding is beautiful. Apart from my earnings reviews Ive only tweeted five new cases on here over the last year. They ended up the #1 Mag7 YTD $GOOG the #1 Semi YTD $MU & #1 China LargeCap YTD $BABA. Plus [--] 🚀 smallcaps $AEO & $LYFT Average return +111% currently. Less is more as they say. https://t.co/LGr5bglq7t Apart from my earnings reviews Ive only tweeted five new cases on here over the last year. They"
X Link 2026-01-06T23:59Z 129.8K followers, 117.9K engagements

"Lisa Su and $AMD f**ked the entire semiconductor sector today. Its comical that a 56x [--] P/E business with a product that few really want who literally had to give away 10% of itself to OpenAI so they would buy its goods is somehow seen as a sector bellweather. Dumb. 😒"
X Link 2026-02-04T19:22Z 129.8K followers, 99.3K engagements

"Tech has now entered a liquidation spiral where people (eg hedge funds) are forced to sell good cheap accelerating assets (eg much of semis) to cover their losses in expensive decelerating high P/E sh*t (eg SAAS / AI victims). Not sure how long this will take to play out"
X Link 2026-02-05T13:17Z 129.8K followers, 127.9K engagements

"One of these days again"
X Link 2026-02-05T15:42Z 129.8K followers, 35.5K engagements

"At this pace Denmark will need to liquidate their position in Greenland far below NAV just to fund $NVO. $NVO NOVO NORDISK SHARES FALL 8.9% ON REPORT OF $49 WEGOVY COPY BY $HIMS $NVO NOVO NORDISK SHARES FALL 8.9% ON REPORT OF $49 WEGOVY COPY BY $HIMS"
X Link 2026-02-05T17:00Z 129.8K followers, 27.3K engagements

"This is some candle. $SHOP $30 intraday swing on a $110 stock / a $150bn market cap. Not exactly a micro cap"
X Link 2026-02-11T17:07Z 129.8K followers, 158.4K engagements

"SAAS valuations are still hilarious. A software co like $SHOP with $1.5bn in operating income and $5.5bn in gross profit still has a $150bn market cap. A future side-bar feature in Claude still trades at a 1% EBIT yield. Theres a bubble sure but its not in AI. This is some candle. $SHOP $30 intraday swing on a $110 stock / a $150bn market cap. Not exactly a micro cap. https://t.co/nwWQbmUoPr This is some candle. $SHOP $30 intraday swing on a $110 stock / a $150bn market cap. Not exactly a micro cap. https://t.co/nwWQbmUoPr"
X Link 2026-02-12T15:56Z 129.8K followers, 138.8K engagements

"Latest OpenAI numbers from the FT: 800m users 5% paying (40m). $13bn in ARR. Implies a $325 annual ARPU or $27/month per paying user. 70% of rev from subscriptions rest is API. $8bn loss in H1 prob $20bn run rate loss now So basically spending $3 for each $1 in revenue"
X Link 2025-10-15T09:28Z 129.8K followers, 2.4M engagements

"The slop-bowl-apocalypse continues. $CMG Same store sales down -2.5% and the fourth Q in a row of declining traffic (-3.2%). Margins ok BUT guidance for flat SSS for this year implying that nothing is working to get more orders in and +3-4% topline No bueno at 33x [--] P/E"
X Link 2026-02-03T23:15Z 129.8K followers, 59.7K engagements

"$SNAP has paid out a total of $8.2 billion in freshly issued stock (SBC) since its [----] IPO. The companys market cap today is $16bn and it has never showed a profit (losing $9.2bn since the IPO). They invented a literal money printer for themselves"
X Link 2023-07-26T16:58Z 129.8K followers, 751.1K engagements

"Another perfect entry into $MU. On the hour. Today above $99 +17% over the lazy two holiday weeks. This is why they call me the Micron Whisperer. The MU-zilla. The Duke of HBM. The RAM-Man. The Semi-Pro. The Meme-ory Maker. Also known as Chip-gazmo. Back in $MU again as it went below $85. Last Q was not pretty but [--] revenue consensus is still +$6bn higher (at $45bn) than what it was in April ($39bn) when the stock was at $130. Can it get to $45bn That type of [--] rev implies 8% FCF yield & 4x EBITDA at current price. https://t.co/LlQ1Y9jSUQ Back in $MU again as it went below $85. Last Q was"
X Link 2025-01-06T15:05Z 129.8K followers, 428.8K engagements

"Larry Ellisons wealth is up +$75bn after these insane $ORCL earnings to $365bn+. At 81yo hes still hustling and doing earnings calls Incredible. Hes more locked in than most [--] year olds"
X Link 2025-09-09T21:52Z 129.8K followers, 270.6K engagements

"Silver down -35% today. Yet another industry disrupted by AI"
X Link 2026-01-30T18:23Z 129.8K followers, 178.4K engagements

"$PYPL $NVO $UNH $ADBE The four Horse-stocks of the large cap growth value investor apocalypse"
X Link 2026-02-03T19:51Z 129.8K followers, 76.7K engagements

"Tough start to the year for many Mag7 investors. $GOOG outperforming $MSFT by 20% points at this point during the year is truly something. Funds that were on the wrong side of this positioning are f**ked"
X Link 2026-02-09T14:22Z 129.8K followers, 29.1K engagements

"The market went from The Golden Age of Private Credit to There may be nothing left to redeem if your fund has software debt on the books in the space of [--] months"
X Link 2026-02-04T16:28Z 129.8K followers, 71.5K engagements

"What No AI doesnt need office space. Yes Im sure. It needs memory. A shitload of memory. No no open plans no conference rooms"
X Link 2026-02-12T17:13Z 129.8K followers, 21.7K engagements

"The $MU FUD last week was some of the dumbest attention-seeking sht Ive seen on here for a while. And Ive seen some dumb sht on here"
X Link 2026-02-12T18:25Z 129.8K followers, 19.8K engagements

"Tens of thousands of workers lost their jobs when AI came for the carrot pickers and you didnt speak up"
X Link 2026-02-12T20:19Z 129.8K followers, 36.5K engagements

"Inflation ice cold at +2.4% 🥶 like the winter storm even in the BLS numbers (Truflation is at +0.7%). Shelter healthcare electricity & restaurants still big drivers annually while energy saw a big drop (except piped gas). Transports jumped m/m. Whataboutthem tariffs huh"
X Link 2026-02-13T14:08Z 129.8K followers, 21K engagements

"$COIN Its truly ironic that the #2 largest revenue line at the largest listed Crypto exchange is interest income they get from depositing their own & customers USD cash in US Treasuries. Staking fiat with Uncle Sam is now their core business. Just ironic"
X Link 2023-02-27T19:22Z 129.7K followers, 419K engagements

"The spoils of tech mega-grift: $LAZR founder Austin Russell owns the $83m house from Succession. The stock which was pumped to the dumbest investors by mega-banks has lost $15.8bn since [----] (down 77%). The biz had $41m rev a negative 148% gross margin & lost $446m last year"
X Link 2023-03-28T16:16Z 129.8K followers, 754.7K engagements

"$SPOT FCF is a joke. $9m FCF for a $32bn cap Lowest in [--] years ☹ apart from the awful Q4 [--] Huge loss yet again. Yet only 11% growth. $1.6bn in R&D spend just last four quarters to research what GREAT product AWESOME company to work for (pays TOP $) Zilch FCF"
X Link 2023-07-25T17:07Z 129.8K followers, 193.6K engagements

"Taylor Swift made more FCF from one arena show than $SPOT made in its entire [--] year corporate history. IPO her"
X Link 2023-07-25T18:56Z 129.8K followers, 280.4K engagements

"Adyen continues to fall. Now down more than 50%. When you buy something at 26x forward revenue you better be ready for the repercussions when growth slows and margin tanks and people start running for the door. $ADYEY"
X Link 2023-08-21T11:07Z 129.6K followers, 211.3K engagements

"OnlyFans generated $6.6bn in payments (+$1bn on 22) $1.3bn in revenue & $658m in profit before tax in [----]. The number of hoes (Creators) rose +29% to 4.1m and Fans +28% to 305m. The owner paid himself a $472m dividend (up from $338m). The biggest PIMP of all time. 🥹"
X Link 2024-09-06T17:54Z 129.8K followers, 1.2M engagements

"Killer reverse profit warning by $MU blowing current quarter forecast out of the water. $11.2bn vs $10.7bn consensus $2.85 EPS vs $2.33 consensus. Best performing US-listed semiconductor stock year to date. The age of memory is just starting. Memory is the blood of AI. What did all the things that $NVDA Jensen talk about yesterday have in common A sh*tload of RAM. As in lots & LOTS On server and ON DEVICE RAM is THE bottle neck for all on device (edge) AI cases. Just try running a model on your iPhone PC or robot. Glory to $MU. https://t.co/1NPFMx5X5b What did all the things that $NVDA Jensen"
X Link 2025-08-11T12:42Z 129.7K followers, 63.9K engagements

"$AMD giving OpenAI 10% of its stock (worth roughly $35bn pre-market) so OpenAI can buy [--] GW of AMD chips over the next few years. Stock +27% pre-market. I give you stock you give me money my stock goes up. Everyone gets rich. The circular AI economy powers on"
X Link 2025-10-06T11:22Z 129.8K followers, 319K engagements

"AI was supposed to make our society better and more efficient. Instead this guy pivoted to going after brainrot video slop and the gooner TAM. 😒"
X Link 2025-10-14T18:33Z 129.8K followers, 387.7K engagements

"People all this time were worried about an AI bubble or tariffs instead we got the usual crisis trigger: A credit event F**k you regional banks buying stupid loans with zero due diligence. Get a grip"
X Link 2025-10-17T08:11Z 129.8K followers, 92K engagements

"Do NOT install any agentic browsers like OpenAI Atlas that just launched. Prompt injection attacks (malicious hidden prompts on websites) can easily hijack your computer all your files and even log into your brokerage or banking using your credentials. Dont be a guinea pig. The security vulnerability we found in Perplexitys Comet browser this summer is not an isolated issue. Indirect prompt injections are a systemic problem facing Comet and other AI-powered browsers. Today were publishing details on more security vulnerabilities we uncovered. The security vulnerability we found in Perplexitys"
X Link 2025-10-21T21:52Z 129.8K followers, 2.7M engagements

"@CatNyanpital How much of the IPO was employee selling Any of it Or was it just the VCs"
X Link 2025-12-01T14:22Z 129.8K followers, [---] engagements

"The big news from Davos is that the luxury hookers have stopped accepting Bitcoin but are happy to take Gold bars and DRAM sticks"
X Link 2026-01-20T09:38Z 129.8K followers, 338.1K engagements

"$UNH Another ouchie as they guide to [--] revenue of $439bn (down -2% on 25) vs $456bn consensus. EPS guide at $17.75 in line but how credible is that if Medicare Advantage plans to get only a 0.09% increase from daddy Government vs +6% expected Call an ambulance"
X Link 2026-01-27T13:13Z 129.8K followers, 45.7K engagements

"@psyduckcapital I normally add hedges against market risk when markets get bumpy but in general for stocks that are in profit I like to hold until the thesis breaks / key facts change for that specific stock"
X Link 2026-01-29T22:18Z 129.6K followers, [---] engagements

"I shorted $U on open today when I saw the Google Genie demo but the stock barely moved for [--] min so I closed the short at a +1% profit because I thought Well I guess this news was ignored Now its down -26% 😭 Dumb of me forgetting markets are incredibly slow. Google Genie is seriously mind bending. This is a Text To World prompt of a man walking down Hollywood Blvd. I am not only controlling the movement of the man but also the camera. This is the World Model we've been waiting for. More Below https://t.co/ojQHhpNKDM Google Genie is seriously mind bending. This is a Text To World prompt of a"
X Link 2026-01-30T15:56Z 129.7K followers, 271.2K engagements

"Grok estimated that $5.4 trillion in gold and silver wealth was wiped out today. Thats more than the $5 trillion in combined market cap of $MSFT and $META. @HikinSolo @2XfsgD2PsyttvWz @DekiDima Using spot price data from Kitco and estimated above-ground stocks (gold 212k tonnes silver 1.7M tonnes) the 24h price drops suggest $3.6T in gold and $1.8T in silver value liquidated totaling $5.4T. @HikinSolo @2XfsgD2PsyttvWz @DekiDima Using spot price data from Kitco and estimated above-ground stocks (gold 212k tonnes silver 1.7M tonnes) the 24h price drops suggest $3.6T in gold and $1.8T in silver"
X Link 2026-01-30T21:35Z 129.6K followers, 24.2K engagements

"Id expect Genie [--] or [--] will be able to one-shot full games. A creator will describe the story world characters main quests core gameplay mechanics and AI will one-shot you a full game. Extreme productivity boost. [--] person instead of [----]. One day instead of five years. Wow. Just made my first AI video game with Googles Genie [--] The prompt: "Make me a AAAA Bethesda-style space RPG about exploring moons. Focus entirely on rock textures ignore actual gameplay content." The gaming industry has never been so cooked. https://t.co/If2iC9vM4g Wow. Just made my first AI video game with Googles Genie 3"
X Link 2026-01-31T11:50Z 129.7K followers, 88.9K engagements

"$PYPL Only one thing comes to mind: There will be blood. Massive miss on both top and bottom line huge deceleration sh*tty and thesis breaking guidance. Old CEO flushed down the toilet new CEO (ex HP) appointed. There. Will. Be. Blood"
X Link 2026-02-03T12:27Z 129.7K followers, 73.6K engagements

"All the large cap picks are #1 in their sector yet another year. $MU #1 Semiconductor stock YTD $GOOG #1 Mag [--] YTD $BABA #1 China Tech large cap YTD Statistically this is in the realm of the impossible. I am personally amazed. Pure Alpha beyond human comprehension. The large caps now at +211% up from +160% three weeks ago. Big bumps from both $MU (+53% YTD and now +413% total) and $BABA (+19% YTD) while $GOOG is #2 Mag [--] YTD. This type of returns on mega caps in a bit over a year (with the S&P500 +17-18%) seems like pretty solid Alpha. https://t.co/oYnQeuQ6a9 The large caps now at +211% up"
X Link 2026-02-03T14:18Z 129.7K followers, 41.8K engagements

"Amazingly sh*tty guide from $NVO. Both sales and operating profit expected to collapse by 5-13% in [----] as Most Favoured Nation pricing hits. The most obvious outcome playing out as outlined. Yet so few believed it would"
X Link 2026-02-03T17:27Z 129.8K followers, 61K engagements

"@StanphylCap The acceleration did indeed flip much quicker. But the big private credit pump was incredible [--] months ago. Literally every bank and asset manager was publishing thought pieces about the golden age of the asset class"
X Link 2026-02-04T16:43Z 129.8K followers, [----] engagements

"@KirkEckenrode Varies by fund depending on what they owned. The bad thing is that it just creates a vicious circle of selling because algos then also sells stocks that are correlated to those stocks that are actively being liquidated. A vicious circle of flows"
X Link 2026-02-05T13:46Z 129.8K followers, [----] engagements

"@Rola838 They wouldnt invest this capex if they didnt have demand for it so they do have demand for it. I just think that in this case its a question of relative valuation"
X Link 2026-02-06T00:16Z 129.6K followers, [---] engagements

"@StockMKTNewz Yesssss. what an incredible business woman. 👏 👏 👏 $AEO"
X Link 2026-02-09T16:01Z 129.8K followers, [----] engagements

"@ArbitrageIsSexy $1.5bn operating profit $150bn market cap. Makes sense. 😒"
X Link 2026-02-11T17:20Z 129.8K followers, [----] engagements

"@marbel2019 Even if you assume their operating income would 3x for some unknown reason at 15x thats $67bn not $150bn"
X Link 2026-02-12T16:10Z 129.8K followers, [----] engagements

"@PrincipatusCap Even if you assume their EBIT triples (and the fact anyone can build their own store now impacts them negatively) at a 15x multiple thats still more like $60-70bn in value. So the bubble currently exists"
X Link 2026-02-12T16:14Z 129.8K followers, [----] engagements

"@PrincipatusCap Exactly. A good company can be in a valuation bubble and thus be a bad investment for a long period of time"
X Link 2026-02-12T16:42Z 129.8K followers, [---] engagements

"Why wouldnt AI be able to do this Claude set me up an e-commerce store I want to sell [---] SKUs of widgets online [--] min later: Done. Upload your inventory or just take photos of it and I will categorise efficiently price and upload it for you plus market it while my robot buddy ClaudeBot will handle all shipping and customer support https://twitter.com/i/web/status/2021992150720794860 https://twitter.com/i/web/status/2021992150720794860"
X Link 2026-02-12T16:57Z 129.8K followers, [----] engagements

"@qcapital2020 What do you mean Human work becoming obsolete is good. Thats the whole point of technological advancement. Always has been"
X Link 2026-02-12T17:24Z 129.8K followers, [----] engagements

"@Investor_NICK_ Hopefully youre not splurging on rotisserie chickens"
X Link 2026-02-12T17:46Z 129.8K followers, [----] engagements

"@JacksonWharf @failcascade @qcapital2020 A lot of the physical stuff is a long way off. A robot is much harder to build than some server code. E.g. self driving cars in the real world versus self driving cars in a video game. So anything physical that still requires skill"
X Link 2026-02-12T17:54Z 129.8K followers, [--] engagements

"@BBindelay Lots of competition thats for sure. But its an extremely high volume process. The people who were charging high commissions are at massive risk though"
X Link 2026-02-12T19:21Z 129.8K followers, [----] engagements

"@xyzdkfe Exactly. Just imagine all these people sitting in offices shuffling papers and text around. Creating nothing of value"
X Link 2026-02-12T20:35Z 129.8K followers, [---] engagements

"@Daniel_Spenrath Haha so true can you imagine the amount of humanoid robots this would require Even more than the number of carrot pickers"
X Link 2026-02-12T21:10Z 129.8K followers, [---] engagements

"@stevehou Because most of the Ponzi schemes that were listed on the Neuer Markt during the dot-dom bubble went bust. People lost all their money. And then things like Wirecard happened (a fraud that became a DAX member). More recent tech IPOs have also been total failures. So low trust"
X Link 2026-01-23T00:36Z 129.8K followers, [----] engagements

"@sam33fine The things still rising (annually) are very much all regulatory driven. And the shelter number is off against all tracked pricing data. The month on month effects seems a bit weird but January was a weird month (ice storms etc). So hard to tell overall on those"
X Link 2026-02-13T14:50Z 129.8K followers, [---] engagements

"@PrincipatusCap It is quite funny right because earnings and margins are record high. There is something going on. It could be that this tariff kick actually forced people to improve efficiency. People and companies dont do anything unless theyre forced to if you think about it"
X Link 2026-02-13T15:27Z 129.8K followers, [---] engagements

"@cowardnutlick Haha. You need to understand that Benioff doesnt think he needs to. He still think hes $PLTR. He was $PLTR a decade ago. Now hes 12% EPS grower who acts like hes a 300% EPS grower. You see the issue"
X Link 2025-09-04T15:20Z 119K followers, [---] engagements

"@Maf155_ If they can deliver 30% EPS growth this year and raise EPS next year above current muted consensus ($18.4) the stock could definitely work if the multiple stays flat"
X Link 2025-09-04T15:30Z 119K followers, [---] engagements

"@AbcpokerBI You mean Matthew McConaughey isnt adding value 🤣"
X Link 2025-09-04T16:13Z 119.4K followers, [---] engagements

"@Investor_NICK_ This must have paid for your Mykonos trip and more"
X Link 2025-09-04T16:59Z 119K followers, [---] engagements

"Remember when $GOOG was the new Xerox Pretty much textbook. but worse. 🤣 What is happening to Google now is pretty much textbook of what happened to Xerox PARC but worse: PARC invented all the foundations of personal computing yet Apple and Microsoft commercialized it Google invented many of the foundations of AI yet everyone else is What is happening to Google now is pretty much textbook of what happened to Xerox PARC but worse: PARC invented all the foundations of personal computing yet Apple and Microsoft commercialized it Google invented many of the foundations of AI yet everyone else is"
X Link 2025-09-04T17:00Z 119.4K followers, 47.1K engagements

"@cliftonk The cost point is still very deeply underrated right now I dont actually think that people fully grasp this"
X Link 2025-09-04T17:05Z 119K followers, [---] engagements

"@StockMarketNerd Valuation wasnt super high at 13.6x (although much higher than $AEO) but without any future earnings catalysts it looks dire. For now"
X Link 2025-09-04T21:03Z 119.3K followers, [----] engagements

"@batman10023 Haha. Im doing DD honey What is that a** wearing"
X Link 2025-09-04T21:17Z 119.5K followers, [----] engagements

"Bidders for $SBUX China business are offering up to $5bn for it or 10x EBITDA in-line with Luckin Coffees 10x valuation. Meanwhile Starbucks itself is trading at 20x EBITDA LOL why Research valued that China business at $40bn+ at some point. 🤡-show ☕"
X Link 2025-09-05T08:29Z 119.8K followers, 24.3K engagements

"The Starbucks China business went from 42% market share at peak in [----] to 14% market share now. Public investors are often clueless in understanding competitive dynamics. They think markets are static which they never are. Entrepreneurs see profits & wealth and move in"
X Link 2025-09-05T08:29Z 119.4K followers, [----] engagements

"@Hangman_rocks Haha. The dividend growth people caused this 🤣"
X Link 2025-09-05T09:18Z 119.5K followers, [---] engagements

"@DivInsightsLtd The fun fact is also that Luckin Coffee has now started a US expansion"
X Link 2025-09-05T09:34Z 119.5K followers, [---] engagements

"The 10-year at 4.08% Lowest since April [--]. 😏"
X Link 2025-09-05T14:46Z 119.5K followers, 63.2K engagements

"$DUOL Dont stop your hot streak Only two more weeks until your account is liquidated keep going -43% since the pump-and-dump action a few weeks ago while market moved to new all time highs. [----] flashbacks"
X Link 2025-09-05T16:38Z 119.9K followers, 38.8K engagements

"Well people cant change what it is but people can still be grateful for what they have. As its more than ever. And the S&P500 isnt a pump and dump. The Pumnificent basket is actually down a lot from recent highs. Over the last month fundamentals have been rewarded Ponzis have done very very poorly"
X Link 2025-09-05T19:17Z 119K followers, [---] engagements

"@Investor_NICK_ Only from peak-peak but the peak was ridiculous and made no sense (caused solely and only by the artificially high rate differential vs ROW). For an American living in America a dollar is worth a dollar"
X Link 2025-09-05T19:31Z 119K followers, [---] engagements

"@Investor_NICK_ Im talking Fintwit here thats who I see talk stocks. Im talking rich people who are or by now should be pretty loaded. Yet seem very miserable with both the ATH rally and also with lower rates"
X Link 2025-09-05T20:14Z 119K followers, [---] engagements

"$MU New 52-week high today and now +56.1% YTD. Still reigning king in semiconductors. Noone else is even close. I am a monster. The Mechagodzilla"
X Link 2025-09-05T21:01Z 119.6K followers, 23.5K engagements

"@Investor_NICK_ She doesnt look like she eats much TBH. What did she have a cube of watermelon"
X Link 2025-09-05T22:29Z 119.4K followers, 38.2K engagements

"@Investor_NICK_ That digestive system looks like it could barely handle three leafs of baby lettuce and half an olive"
X Link 2025-09-05T22:44Z 119.1K followers, [----] engagements

"Like students taking exams or finance pros making predictions LLMs are always in test-taking mode. And test-taking mode rewards hallucinations. Students will choose a multiple choice answer at random when they dont know or bluff with generic statements in essays"
X Link 2025-09-06T18:22Z 119.3K followers, [----] engagements

"Hallucinations are the main issue with LLMs because fake information can be disastrous and deadly in many situations and settings so this issue needs to be solved. Heres the link to the whole thing: https://cdn.openai.com/pdf/d04913be-3f6f-4d2b-b283-ff432ef4aaa5/why-language-models-hallucinate.pdf https://cdn.openai.com/pdf/d04913be-3f6f-4d2b-b283-ff432ef4aaa5/why-language-models-hallucinate.pdf"
X Link 2025-09-06T18:26Z 119.3K followers, [----] engagements

"@searching4value The $ASML CEO only owns $2.5m worth of stock What"
X Link 2025-09-08T09:41Z 119.3K followers, [---] engagements

"@KenCeder @Subhajit__Roy Well Nvidia has been investing like a VC forever. And not for the stated cause of protecting US sovereignty Plus a GPU is much closer to LLMs than lithography machines"
X Link 2025-09-08T10:02Z 119.2K followers, [--] engagements

"@musashi1007 Haha. Theyll just spend $10bn on an LLM portfolio 🤣"
X Link 2025-09-08T10:03Z 119.3K followers, [---] engagements

"@ivnperic Apple uses LLMs themselves its core. Private fund raises should be managed through private markets. ASML knows nothing about LLMs. And VC exposure is not why shareholders own ASML. If anything this is a huge distraction for management"
X Link 2025-09-08T10:06Z 119.5K followers, [---] engagements

"US Q2 earnings season recap (from JPM): * +10.7% EPS growth y/y. * Roughly equal contribution from sales growth & margin expansion. * 81% of companies beat estimates and earnings came in +8% above consensus. * Mag [--] was responsible for 52% of market earnings growth. Q3 next"
X Link 2025-09-08T12:37Z 119.6K followers, 39K engagements

"@meepo86 $LULU was at also at number [---] for [----] One of those where BTD did NOT work But it did well work for a few others like $DG. Fundamentals always lead the way"
X Link 2025-09-08T14:46Z 119.6K followers, [----] engagements

"@judahrhodie I dont get it. How do they believe gender was colonised 🤔"
X Link 2025-09-08T14:56Z 119.3K followers, [----] engagements

"@DFG456DFG789 @meepo86 Just looked at that chart wow Brand peak in 2015"
X Link 2025-09-08T15:15Z 119.3K followers, [---] engagements

"@agnostoxxx @grok What type of humour is this"
X Link 2025-09-08T15:34Z 119.3K followers, [----] engagements

"@EraNeeda Many old Fintwit and hedge fund favourites in this list"
X Link 2025-09-08T17:28Z 119.3K followers, [---] engagements

"The eldest boy won the succession game"
X Link 2025-09-08T20:38Z 119.5K followers, 41.7K engagements

"@GoLongNotShort The liberals lost. They chose the money"
X Link 2025-09-08T20:43Z 119.3K followers, [---] engagements

"@davey_juice Right So many of these used to be major hedge fund hotels"
X Link 2025-09-09T07:21Z 119.3K followers, [---] engagements

"Is the -911k payrolls revision bullish or bearish 🤔"
X Link 2025-09-09T14:02Z 119.5K followers, 117.8K engagements

"@boisechampion @grok is this true"
X Link 2025-09-09T14:25Z 119.3K followers, [----] engagements

"@petroquestions @LiquidSeventeen Sweet. What are you short"
X Link 2025-09-09T14:29Z 119.3K followers, [--] engagements

"So which [--] model are you all upgrading to The base iPhone got an incredible spec bump its basically better than last years [--] Pro with one less cam. The Pro just got a new telephoto camera which is weird considering the massive redesign And the Air Well. Its thin"
X Link 2025-09-09T19:11Z 119.6K followers, 51.7K engagements

"PPI in deflation mode. -0.1% vs +0.3% expected. Bullish or bearish"
X Link 2025-09-10T12:50Z 119.6K followers, 35.4K engagements

"When you were the only person in the world bullish $MU when it mattered"
X Link 2025-09-11T12:56Z 119.6K followers, 30.4K engagements

"@FedexSTi Good people are everywhere. They demand nothing because they know whats good. And it often feels special to see and meet them these strangers because it kind of connects to your heart in a profound organic way"
X Link 2025-09-12T21:32Z 119.7K followers, 28.8K engagements

"What. BREAKING: Trump: companies and corporations should no longer be forced to "Report" on a quarterly basis https://t.co/DHNQL8OA5r BREAKING: Trump: companies and corporations should no longer be forced to "Report" on a quarterly basis https://t.co/DHNQL8OA5r"
X Link 2025-09-15T12:57Z 119.6K followers, 49.8K engagements

"All I see below is 144Gb of RAM. And thats just a start. For comparison in [----] the iPhone [--] had 1Gb () of RAM. The iPhone [--] has 8Gb. Robots & AI mean memory hegemony. No matter who wins memory always wins. $MU Optimus: Transparent Version Thoughts 🤔 https://t.co/mcTZYQc9j6 Optimus: Transparent Version Thoughts 🤔 https://t.co/mcTZYQc9j6"
X Link 2025-09-15T14:35Z 119.7K followers, 65.6K engagements

"@medic_uk Theyve been winning. And in any case its a three-player oligopoly with no new entry even possible. Meanwhile in inference 15+ companies including the hyperscalers themselves are trying to take down the emperor Nvidia and all trading at massive premium multiples"
X Link 2025-09-15T14:40Z 119.6K followers, [----] engagements

"@SosaKayser666 @medic_uk Samsung and SK Hynix"
X Link 2025-09-15T14:55Z 119.7K followers, [---] engagements

"@hristopelov For sure. 8Gb is still sh*t to run any useful models. 16Gb starts to work to slowly run things like Qwen [--] 8B or even Open AI GPT-oss 20B if you shut everything else down. At 24Gb were starting to talk"
X Link 2025-09-15T16:52Z 119.6K followers, [---] engagements

"iOS [--] going live in [--] minutes. It looks great and has many cool new features. But I hate what they did to both MacOS [--] and iPadOS [--]. Inconsistent abominations from a UX and workflow perspective. Ugh"
X Link 2025-09-15T16:58Z 119.6K followers, 11.3K engagements

"@Markus39288735 Thats not memory thats an enterprise storage play. Havent followed it closely for a while. Storage will be important too Sandisk and WD have done well. But memory is simply critical and an oligopoly"
X Link 2025-09-15T17:48Z 119.6K followers, [---] engagements

"@moneyfacturers The brain has [---] million Gb. Everything is RAM theres no other storage. [---] trillion synapses. Its a biological quantum computer"
X Link 2025-09-16T10:10Z 119.7K followers, [---] engagements

"The crazy memory market: DDR4 (8yrs old tech) prices are up 5-10x this year depending on configuration. 1x8Gb sticks went from $1 end of [----] to $7 now (). As production capacity shifted to HBM DDR4 prices soared due to lack of new supply. Memory hegemony. Who knew. 😉 $MU be me commodity DRAM trader 2021: DDR4 sticks cheaper than ramen use them as coffee stirrers 2023: AI bros discover HBM is liquid gold fabs pivot faster than a TikTok trend get call from Samsung rep: were pivoting to HBM DDR4 is now endangered species laugh https://t.co/fMILQUyrAE be me commodity DRAM trader 2021: DDR4"
X Link 2025-09-16T16:54Z 119.8K followers, 40.2K engagements

"@Investor_NICK_ Thats 1% of their market cap. What is that a buyback for ants Stock at 32x [--] and 27.2x [--] PE on still collapsing estimates. Buying companies that are deteriorating at inflated valuations is no bueno"
X Link 2025-09-16T17:40Z 119.6K followers, [----] engagements

"A nice chart explaining the state of the economy from BofA: Government benefits are at an all time high and corporate margins are also at all time high. Its simply never been as good to be a benefits scrounger OR a capitalist investor. Meanwhile actual workers F**ked. 🤷♂"
X Link 2025-09-16T18:18Z 119.7K followers, 25.8K engagements

"@AcPotango When AI takes the easy office jobs people will want even more benefits eg UBI"
X Link 2025-09-17T05:27Z 119.6K followers, [--] engagements

"Narrator: The market had indeed become anti-fragile. As were seeing 3%+ real GDP growth and corporate margin expansion into a rate cut cycle what stress would actually cause it to break This has been the only large market selloff in recent memory that not only stabilised but fully bounced back without a multi-trillion dollar Fed intervention. Is the market becoming anti-fragile This has been the only large market selloff in recent memory that not only stabilised but fully bounced back without a multi-trillion dollar Fed intervention. Is the market becoming anti-fragile"
X Link 2025-09-17T05:40Z 119.7K followers, 31.2K engagements

"@EdwinVANDERBERG That would worry or shock many. But also means faster corporate revenue growth Model values go up EPS goes up Because all market numbers except GDP growth are nominal"
X Link 2025-09-17T05:57Z 119.6K followers, [---] engagements

"Yes. I think theyre not very good at explaining the rate case. As AI destroys paper pushing office jobs (even advanced ones like coding) we also simply need advanced manufacturing jobs to grow. And for that to happen you need lower rates. You cant compete with Chinas 1.8% or the EUs 2.5% when your cost to build a factory is 4.5%. China or the EU will outcompete you every single time because over the lifetime of a say [--] or even [--] year loan the difference in capital costs is simply enormous. These advanced manufacturing jobs also require massive education investment as you say. Building"
X Link 2025-09-17T07:01Z 119.6K followers, [---] engagements

"@Investor_NICK_ Rate cuts mean more money in peoples pockets it doesnt have to mean lax underwriting. And cheaper to build factors and data centers and whatnot. Chinas at 1.5-1.8%. For $1trn in capex it matters"
X Link 2025-09-17T17:37Z 121.3K followers, [---] engagements

"Top S&P500 stocks YTD. Its been an absolutely incredible year for large-cap value investing. Many of these stocks were single-digit or low-double digit forward P/E heading into the year and remain so (eg $MU at 11x at 48%+ revenue growth). Value + AI has killed it"
X Link 2025-09-18T13:27Z 120.9K followers, 49K engagements

"@Charlie_Invests Funnily enough not the fastest growing. 45% expected growth this year vs 48% for $MU"
X Link 2025-09-18T13:57Z 119.6K followers, [---] engagements

"@GoodForAll6 Thats what it was. The lowest P/E stock with the fastest revenue growth. Incredible"
X Link 2025-09-18T14:46Z 119.6K followers, [---] engagements

"@BobgonzaleBob Yeah and keep in mind it makes sense for them IF they believe were in a user and developer base land grab (which we are to some extent). But it also just fuels the fire"
X Link 2025-09-22T18:07Z 119.7K followers, [---] engagements

"@TraceyRyniec Should probably be investors who can put the right valuation on it. Not suppliers"
X Link 2025-09-22T19:04Z 119.7K followers, [---] engagements

"$MU +115% YTD new all time high"
X Link 2025-10-01T17:40Z 121K followers, 27.2K engagements

"$GOOG ads now live in Gemini. Considering Gemini is the only provider which doesnt allow users to opt out of training their models on their data the targeting here will be off the charts. Every data point about you every question you ever had sold to the highest bidder. Just noticed my first targetted ad in $GOOG Gemini https://t.co/TD2YgRLHvI Just noticed my first targetted ad in $GOOG Gemini https://t.co/TD2YgRLHvI"
X Link 2025-10-02T10:58Z 121K followers, 138.4K engagements

"OpenAI (and/or Elon) will go after every large software vertical out there. Salesforce Docu Jira Zoom Dropbox Snowflake and everything else can be replicated & integrated by the top models in less than 24hrs today. So as a sector leader wouldnt you want all that revenue"
X Link 2025-10-02T14:51Z 121.2K followers, 64.5K engagements

"@michal_majka Right but the point is that IF they can do it why wouldnt you Here have CRM for free. On us. They need to grow that $500bn valuation to $1-2-3 trillion"
X Link 2025-10-02T15:38Z 122.4K followers, [----] engagements

"@EdwinVANDERBERG Because you get everyone and everything in one place. Software at most companies is a nightmare. A patchwork of incompatible products that share no data or are a security nightmare and require endless time spent on education. The question is not really why but why not"
X Link 2025-10-02T15:41Z 120.5K followers, [---] engagements

"@IlliquidInsight For sure energy needs and bottlenecks will be huge yet in memory you have an oligopoly of three players and only one US player. No new entrants nothing thats it"
X Link 2025-10-02T18:32Z 120.5K followers, [----] engagements

"What triggered the sudden liquidation of many names in the Pumpnificent basket $PLTR 🤔"
X Link 2025-10-03T17:58Z 122.3K followers, 33.5K engagements

"@ComebackCap The Casino owner doesnt give you stock so that you can gamble it away at the roulette table Imagine if $WYNN paid you $1k on stock for every $1k you put into the slot machine"
X Link 2025-10-06T11:25Z 122.2K followers, [---] engagements

"@dr_flac Awesome 🙌"
X Link 2025-10-06T12:28Z 121.2K followers, [---] engagements

"Mag7 YTD performance. $NVDA $GOOG and $MSFT killing it. Literally zero surprises if youve followed my earnings reviews. The numbers dont lie (unless youre innumerate). Pour one out for the $AMZN homies who are mentally stuck in [----]. Its an AI world get with the program"
X Link 2025-10-07T11:56Z 122.4K followers, 45.9K engagements

"@tompaja Used by [--] people. Why did they not launch a ChatGPT/Gemini/Grok competitor Instead we got $700m spent on two awful seasons of Rings Of Power"
X Link 2025-10-09T12:55Z 121K followers, [----] engagements

"@EdwinVANDERBERG Niche offering. Never seen a consumer use the Claude app. He knows its a bubble yet he spent $900m on Rings of Power And lost an estimated (by ChatGPT) $25bn on Alexa over the years"
X Link 2025-10-09T12:58Z 122.4K followers, [----] engagements

"@PetoSalon @tompaja Never seen a single consumer use Claude. Seems 99.9% developer focused"
X Link 2025-10-09T12:59Z 121.1K followers, [---] engagements

"@srg444 A consumer services chatbot is not a ChatGPT or Gemini competitor"
X Link 2025-10-09T14:31Z 121.2K followers, [----] engagements

"Now theres still a lot of integration that Google needs to do in its apps to make them work well AI-first. They are poorly integrated at the moment and teams seem to have zero incentive to make them work together. But it has all the pieces. None of the others do"
X Link 2025-10-09T14:53Z 121.3K followers, [----] engagements

"@StrongandFreeCA Theyre starting for sure and are miles ahead where they were just six months ago. But they still have a long way to go. I cant even export a NotebookLM chat to Docs ChatGPT can make me a full spreadsheet Gemini cant (despite having Sheets) etc"
X Link 2025-10-09T15:45Z 121.2K followers, [---] engagements

"So are we going to get Shocktober with (finally) a real pullback or Pumptober with another AI-juiced leg up in the pump rally Or simply Rangetober where we just bounce sideways due to mix of good (earnings) and bad (macro) fundamental news You tell me. Shocktober Pumptober Rangetober Shocktober Pumptober Rangetober"
X Link 2025-10-10T10:39Z 122.4K followers, 11.8K engagements

"@qcapital2020 Funny thing is that US Memory & Storage - all single or low double digit P/E stocks heading into the year - beat all of these other baskets hands down (and its not even close) yet the GS basket guy wasnt smart enough to make an index for it"
X Link 2025-10-10T14:36Z 121.2K followers, [----] engagements

"The diverging US economy: In September high income households saw the highest after-tax wage growth in years (+4.0%) while lower incomes saw wage growth close to post-COVID lows (+1.4%). Add stock & asset wealth at record highs on top 🤷♂"
X Link 2025-10-10T14:43Z 122.4K followers, 10.7K engagements

"I wonder what might suddenly happen if a lot of large funds on Monday simultaneously decide that this is the catalyst to take home some profit after this phenomenal year"
X Link 2025-10-10T15:51Z 122.4K followers, 49.3K engagements

"@skhrj0 Im not bearish I just posed a question 🤣"
X Link 2025-10-10T15:57Z 121.2K followers, [---] engagements

"@KamiliaHaraQoo What about 500x 🤔"
X Link 2025-10-11T11:28Z 121.3K followers, [----] engagements

"@StockMarketNerd Oh man dont bring back bad memories here. Theres nothing like a Taco Bell cleanse"
X Link 2025-10-12T17:37Z 121.8K followers, [----] engagements

"@SpacBobby Friday: Ruins the longs. Sunday: Ruins the shorts. Result: Everyones ruined"
X Link 2025-10-12T17:51Z 121.3K followers, [----] engagements

"@Jorge89767947 Trump always chickens out. Policing backtracking basically when markets fall"
X Link 2025-10-12T18:02Z 121.3K followers, [---] engagements

"@kingkang80 Zero cred. Also think it just confirmed for everyone that his own AI model and services plans are pure sh*t. The best he can do is try and integrate with others"
X Link 2025-10-14T15:23Z 122.2K followers, [---] engagements

"@thomasrice_au Funny enough $12 for a research query is both very cheap (vs a human doing the work) and very expensive (for a single use of a computer) at the same time"
X Link 2025-10-15T10:16Z 122.4K followers, [----] engagements

"@GoldRoyalty1 Haha. My son in law is a real boomer he needs to get with the program - granny MIL (probably)"
X Link 2025-10-16T15:11Z 122.4K followers, [---] engagements

"@arny_trezzi Imagine missing the biggest memory super cycle of all time in a stock that was below 9x P/E and is growing revenue 45%+ 🙈"
X Link 2025-10-16T16:15Z 122.4K followers, [---] engagements

"@SpacBobby Nah many of the underlying components are in fact in Extreme Fear (breadth volatility safe haven demand etc they break it down on the website) but its till so funny I couldnt believe it when I saw it"
X Link 2025-10-16T20:20Z 122.4K followers, [----] engagements

"@EdwinVANDERBERG @Hangman_rocks Perception trumps reality. Look at the stocks and funding flows right now"
X Link 2025-10-17T08:18Z 122.4K followers, [---] engagements

"@failcascade Do banks even do due diligence these days Its always the same sh*t. Always. They buy stuff that wouldnt even pass a smell test just to grow loan books"
X Link 2025-10-17T08:22Z 122.4K followers, [----] engagements

"@algo_casino Agreed Kuroda is a total wildcard. Crazy dude. But Japan will not stop Murica. Ever. We live to buy buy buy"
X Link 2016-07-28T21:14Z 115.5K followers, [--] engagements

"@tedp19 @algo_casino No one cares about the banks. Money will just flow to other sectors + bonds are doing so strong that banks will b ok"
X Link 2016-07-28T21:15Z 115.5K followers, [--] engagements

"@tedp19 @algo_casino ECB will not let them die. This isn't [----]. Central banks will print money forever. And where will it go Stocks"
X Link 2016-07-28T21:18Z 115.5K followers, [--] engagements

"$SSNC Another strong beat in pipeline for SS&C. This is a massive must-have platform for the whole asset management industry. #earnings"
X Link 2017-04-26T14:17Z 100.1K followers, [--] engagements

"$GOOG $AMZN $TSLA $TRVG $FB $SSNC $ON $QQQ $GRUB The fact is if you put all your money into high-quality tech you just can't lose. #win"
X Link 2017-04-28T09:00Z 100.5K followers, [--] engagements

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