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@ecommerceshares Avatar @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.

Engagements: XXXXX #

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Followers: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% travel destinations XXX% cryptocurrencies XXX% fashion brands XXX% exchanges #5759 countries XXX%

Social topic influence $aeo #1, sydney #1606, stocks 5.8%, $500bn #3, open ai #2463, $goog #63, sydney sweeney #418, nasdaq #612, $mu #42, goog XXX%

Top accounts mentioned or mentioned by @underthesunshi4 @therealdavey2 @dmitrykovalchuk @sanctuary_bio @bjmtweets @szczypkatom @hangman_rocks @grondcapital @finansisverige @capitalatrisk23 @catnyanpital @vulcanmk5 @linzhibata @failcascade @auditthefed413 @jablamsky @noalgos @jodoughs @vanckzhu @yotam005

Top assets mentioned American Eagle Outfitters (AEO) Alphabet Inc Class A (GOOGL) Micron Technology, Inc. (MU) Klarna Group (KLAR) Affirm Holdings, Inc. Class A Common Stock (AFRM) Walmart, Inc. (WMT) Ross Stores, Inc. (ROST) Gapcoin (GAP-1) HSBC Holdings PLC (HSBC) Apple, Inc. (AAPL) Metadium (META) Spotify Technology (SPOT) Chipotle Mexican Grill, Inc. (CMG) Microsoft Corp. (MSFT) FUNtoken (FUN) Trade Desk, Inc. (TTD) Lyft, Inc. Class A Common Stock (LYFT) Alibaba Group (BABA) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Lululemon Athletica Inc (LULU)

Top Social Posts

Top posts by engagements in the last XX hours

"Klarna -XX% since IPO day while S&P500 is at highs. Predatory issuers & VCs keep dumping overvalued sh*t on some of the dumbest American fund managers in existence while the SEC is asleep. $KLAR literally missed their first Q numbers post IPO. What a dumb IPO syndicate"
X Link 2025-12-01T10:14Z 126.2K followers, 81.1K engagements

"$AFRM let out a cloudy queef of pain as Levchin delivered sh*tty numbers while still pumping TAM (😵💫). Revenue $400m expenses $760m🤮 Terrible guide. Staff cuts of XX% wont cut it. Even merchant numbers dropping. The CFO still sounds fake 🚩🚨 Buy Now Never Get Paid Again"
X Link 2023-02-08T22:53Z 126.2K followers, 146K engagements

"Retail check: KILLER earnings reports from $ROST and $GAP after the blow-out from $WMT yesterday. All showed strong acceleration across the board in Q3 and guidance was even stronger. Definitely no weakness Well-managed companies killing it dumb ones blaming the consumer"
X Link 2025-11-21T14:10Z 126.2K followers, 79.5K engagements

"Altman expected to burn through $500bn in cash until 2030. Yikes. Good luck bro"
X Link 2025-11-26T22:04Z 126.2K followers, 195.6K engagements

"What exactly is the conclusion from the @michaeljburry GPU depreciation case People will need to buy more (or less) GPUs because they get older faster (or slower) than current market expectations What is his trade I dont get it"
X Link 2025-11-28T13:25Z 126.2K followers, 75K engagements

"Nasdaq XXX top XX YTD. $MU on top at +181%. Noone else is even close. The number X is XX% behind Micron. Only one person gave you both (a) the number X Nasdaq XXX stock YTD and (b) the number X Mag7 stock YTD $GOOG both by far with perfect entry points. Another great year"
X Link 2025-11-30T22:56Z 126.2K followers, 45.8K engagements

"$AAPL at new All Time High today. Is it because the Vision Pro has been an huge success No. Is it because of the incredible power of Apple Intelligence Also no. No capex no AI no problems. Release the same phone every year just X% better. Do nothing else. Win. 🤷♂"
X Link 2025-12-02T17:02Z 126.2K followers, 213K engagements

"Now thats a portfolio switch"
X Link 2025-12-03T14:55Z 126.2K followers, 36.9K engagements

"With Zuckerberg announcing major cost cuts we now know the pain threshold hes willing to subject his $META shareholders & employees to before enough people complain & force him to reverse or do something: A -XX% or $500bn wealth drawdown. At least its not -XX% like in 2022"
X Link 2025-12-04T16:31Z 126.2K followers, 29K engagements

"$SPOT FCF is a joke. $9m FCF for a $32bn cap Lowest in X years ☹ apart from the awful Q4 XX Huge loss yet again. Yet only XX% 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 126.2K followers, 193.6K engagements

"$AEO closed today at +128% since the late July entry. Many quick flipped this at +30-50% on the back of the media attention instead of trusting the fundamentals. In cases like this you have to let the fundamental case play out. Let it cook. Compounding always wins"
X Link 2025-12-03T21:52Z 126.2K followers, 36.8K engagements

"Sydney Sweeney doing the fall campaign at $AEO. Consensus EPS next year is $XXXX (Feb-27) which implies 8.5x P/E at the $XXXXX price. Stocks beaten down due to poor (-3%) Q1 SSS & tariff-induced margin pressure. I think they can do $XXXX in EPS which would be $XX @ 15x P/E"
X Link 2025-07-23T19:28Z 126.2K followers, 343.4K engagements

"These $CMG numbers were pretty bad. Same store sales down second Q in a row at -4%. Growth case is almost gone The value proposition seems to be collapsing. Its just become too low quality & too expensive for what it is. And at 44x 25E P/E theres a lot of downside"
X Link 2025-07-24T18:05Z 126.2K followers, 89.8K engagements

"Latest OpenAI numbers from the FT: 800m users X% paying (40m). $13bn in ARR. Implies a $XXX annual ARPU or $27/month per paying user. XX% of rev from subscriptions rest is API. $8bn loss in H1 prob $20bn run rate loss now So basically spending $X for each $X in revenue"
X Link 2025-10-15T09:28Z 126.2K followers, 2.4M 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"
X Link 2025-10-21T21:52Z 126.2K followers, 2.7M engagements

"Exponential capex spend from Meta Google Amazon and Microsoft now close to $120bn for one quarter. And its going higher Meanwhile Tim Apple spent $12.7bn in capex for the whole year. (Chart from the WSJ)"
X Link 2025-10-31T11:40Z 126.2K followers, 99.7K engagements

"Six Flags now down more than XX% since Travis Kelce announced his investment a month ago. Ouch. Not $FUN At least Taylor has money right"
X Link 2025-11-20T18:22Z 126.2K followers, 22.5K engagements

"Bottom XX of the Nasdaq XXX YTD. Some real trash on here but only XX stocks with a XX% drawdown not bad. $TTD at the far bottom. Haha Itoldyouso exhibit 5398. If your fund manager was long any of this sh*t through the whole year take your hard-earned money out today. Now"
X Link 2025-12-01T15:05Z 126.2K followers, 102.6K engagements

"$AEO FUUK YEAH Massive beat as expected (Aerie SSS accelerated to +11%) but the Q4 guide of +8-9% total SSS and operating income at $155-160m (vs $130m cons) looks absolutely insane. Simply flabbergasted. Im just undefeated in retail & brand investing. Sydney call me 🤙"
X Link 2025-12-02T22:06Z 126.2K followers, 78K engagements

"The key US consumer story this quarter: Restaurant same store sales collapsing. Fashion retail same store sales exploding. The American Eater is on zepbound hating $XX slop bowls. The American Shopper is spending brokerage gains on looking good loving $XX jeans & lingerie"
X Link 2025-12-03T11:42Z 126.2K followers, 38K engagements

"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 X 🚀 smallcaps $AEO & $LYFT Average return +111% currently. Less is more as they say"
X Link 2025-12-04T21:04Z 126.2K followers, 51.5K engagements

"$NFLX announces it won the $WBD auction at $XXXXX per share +260% higher than Warner traded in April. Huge win for shareholders a loss for everyone else. Subscription price increases of 100%+ incoming Plus HBO will now be XX% garbage slop. I hope this sh*t gets blocked"
X Link 2025-12-05T13:26Z 126.2K followers, 136K 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 126.2K followers, 211.2K engagements

"$LULU What a bomb Americas comparable sales DOWN -X% (). Slashes revenue and EPS guidance. Looks like women who want XXX% genuine petroleum product yoga pants now choose Vuori and Alo instead. At 12x new $XXXX EPS guide this is a $XXX stock. At 10x its $XXX. Yikes 😦"
X Link 2025-09-04T20:51Z 126.2K followers, 161K engagements

"Philippe charges 2/20 on $80bn of AUM yet was unable (or unwilling) to hire even one single bright-enough person who could tell him that $GOOG was going to be the AI winner. He didnt even bother to put Google in his top XX. It wasnt even worth a logo"
X Link 2025-11-26T19:51Z 126.2K followers, 170.5K engagements

"@william_R2Rclub $500bn is not peanuts"
X Link 2025-12-04T16:34Z 126.2K followers, XXX engagements