@flippyfloppy52 Avatar @flippyfloppy52 Dr. Philosovestor

Dr. Philosovestor posts on X about ai, $sap, sap, $pypl the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 59.65% technology brands 33.33% finance 19.3% cryptocurrencies 7.02% fashion brands 2.63% countries 2.63% social networks 1.75%

Social topic influence ai 9.65%, $sap 9.65%, sap 9.65%, $pypl 9.65%, $path 8.77%, $nvo #108, $gtlb 7.89%, $snps #14, $adbe 7.02%, this is 6.14%

Top accounts mentioned or mentioned by @evrgn11112231 @dampedspring @taobanker @seamoon183194 @johnie36149708 @carnicontrarian @tompaja @midwitcapital @gesichtseintopf @stockfox @elpatrongaton @scottbelsky @choubris @investmentideen @obsidiancap1 @4drant @alpacacapital @k3ithmccullough @resypto @toiletkingcap

Top assets mentioned SAP SE (SAP) PayPal Holdings Inc (PYPL) UiPath, Inc. (PATH) Novo-Nordisk (NVO) GitLab Inc. (GTLB) Synopsys, Inc. (SNPS) Adobe, Inc. (ADBE) Unity Software Inc. (U) Thermo Fisher Scientific Inc. (TMO) Neurocrine Biosciences, Inc. (NBIX) FAME AI (FMC) Builders FirstSource, Inc. (BLDR) QUALCOMM, Inc. (QCOM) Lululemon Athletica Inc (LULU) Paycom Software Inc (PAYC) Bitcoin (BTC) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Eli Lilly and Company (LLY) Abercrombie & Fitch Co. (ANF) YELP INC. (YELP) Pinterest, Inc. (PINS) Netflix Inc (NFLX) Kattana (KTN) Strategy (MSTR)

Top Social Posts

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

"6/ However if an opportunity does present itself in the form of irrational selloffs I would capitalize. But for now it seems that the luck that got me out of $NVO pre-earnings will also keep me out of this market alltogether"
X Link 2026-02-12T12:39Z [---] followers, [--] engagements

"So I thought a bit further about this and I actually think that companies that will benefit way more than expectation are those that sell apparel and fashion. $NVO $LLY GLP-1 commoditization means everyone has a chance of losing weight. Secular Long $LULU 1/ I have had a good time to think about $NVO and have also gotten very familiar with their pipeline which is quite promising. I also really believe most are underestimating the demand for oral Wegovy which will sell more than expected. 1/ I have had a good time to think about $NVO and have also gotten very familiar with their pipeline which"
X Link 2026-02-13T11:15Z [---] followers, [---] engagements

"@tompaja I think $ANF is a good bet if so"
X Link 2026-02-13T18:45Z [---] followers, [--] engagements

"$PATH Honesty I cant fathom how completely retarded people saying the Google Gemini Pro [--] Model as anywhere near intelligent or free of hallucinations. What the fuck do you call this Anyone who really is parroting the idea that these models will replace anything is a cunt"
X Link 2026-02-15T11:18Z [---] followers, [---] engagements

"@evrgn11112231 Good question. I think it's not intuitive for everyone I still see many posts saying FCF minus SBC when it really should be FCF/(new share amount post SBC). If buybacks are offsetting the SBC it then depends on the cost base. Anyway it's only a topic when stocks drop"
X Link 2026-02-15T17:36Z [---] followers, [---] engagements

"Today is one of those days where I hate every getting involved in anything software related. I bought software last year even before this whole AI craze but I never thought it would turn out this bad"
X Link 2026-02-11T16:57Z [---] followers, [--] engagements

"Although I am only down 2% ytd the manner in which my PF is yoyoing makes my stomach turn and it mostly has to do with the realization that it's all a binary bet that might take a loooong time to resolve. Just a very bad place to be"
X Link 2026-02-11T16:57Z [---] followers, [--] engagements

"@evrgn11112231 @seamoon183194 @dampedspring Sure the only saving grace would be very strong network effects but the eroded edge in having only that will rerate them lower perpetually no doubt. $PINS $YELP $PAYC etc. All rely on rather unsophisticated no niche dats"
X Link 2026-02-14T18:44Z [---] followers, [---] engagements

"My question would be how every business can be above average when their mean is the average But the second part is pertinent. Credit and money growth are necessary. Inflation is the additional cost of inefficient and wasteful funding in my humble opinion Even in a magical world where every business is above average without meaningful money and credit growth you can fund growth in MANY businesses BUT you can't fund growth in ALL businesses Even in a magical world where every business is above average without meaningful money and credit growth you can fund growth in MANY businesses BUT you"
X Link 2026-02-15T18:05Z [---] followers, [--] engagements

"I.e. Better to provide abundant funding at the cost of wastefulness than not provide enough. Same as what supermarkets do when they order more than demand ans have to eventually discard some items"
X Link 2026-02-15T18:07Z [---] followers, [--] engagements

"When will people who have never worked in creative fields realize that creativity is the exact opposite of what current genAI models do Even what you find funny is governed by very specific contexts that only pertains to subgroups and that is ever evolving. $NFLX in real trouble here. This is genuinely terrifying for their biz model. Would not be surprised to see the stock down massively if this is as good as it sounds like it will be. $NFLX in real trouble here. This is genuinely terrifying for their biz model. Would not be surprised to see the stock down massively if this is as good as it"
X Link 2026-02-15T18:26Z [---] followers, [--] engagements

"As for new adds: $SAP for reacceleration in Germany due to government stimulus and digitilization efforts. $BAVA after the failed PE bid making this one of my best trades of the year (I offloaded my whole position at the offer price) $SNPS for a proxy AI play + Ansys growth"
X Link 2025-12-30T17:28Z [---] followers, [---] engagements

"$NBIX I'm a simple man. I snort Ketamine to make myself feel good. I see a company advancing a drug that has Ketamine like effects but much milder side effects I buy"
X Link 2026-01-02T16:34Z [---] followers, [---] engagements

"Although $ADBE is certainly not dying and all short mofos who actually think AI without a control layer will replace creative cloud will get fucked I decided that Ketamine is even more important than this contrarian trade. Increasing $NBIX reducing $ADBE"
X Link 2026-01-07T19:46Z [---] followers, [---] engagements

"@Johnie36149708 @gesichtseintopf don't forget the Ketamine stock $NBIX Follow me for more financial advice @flippyfloppy52"
X Link 2026-01-21T18:58Z [---] followers, [--] engagements

"$UBI 4/ I didnt dive much into the titles that they have but at this EV (600 m MC + Tencent Minority Interest + no debt) they have to truly shit the bed or be EXTREMELY inefficient to go bankrupt. If this shitco gets a competent management team it might be a huge turnaround"
X Link 2026-01-23T10:37Z [---] followers, [---] engagements

"@CarniContrarian Ehm you made no mention of any of their products and patent expiry issues and generic competition plus that they need to exit markets. You're missing a lot of important details $FMC"
X Link 2026-01-25T10:12Z [---] followers, [----] engagements

"@CarniContrarian I understand. I just wanted to put the information that I have out there. I did a lot of research on $FMC and it's not an easy situation. They also have environmental commitments for discontinued operations which is a drag on cash flow"
X Link 2026-01-25T17:04Z [---] followers, [---] engagements

"Olivier shilling my bags $KTN hihihihi $KTN Kontron AG. A European powerhouse in IoT and Industry [---] specializing in high-margin software solutions defense and smart transportation. At [--] has: ✅ 10% share buyback program active ✅ 2.5%+ dividend yield (0.60/share) 📍 Trading at 8x EBITDA (historically $KTN Kontron AG. A European powerhouse in IoT and Industry [---] specializing in high-margin software solutions defense and smart transportation. At [--] has: ✅ 10% share buyback program active ✅ 2.5%+ dividend yield (0.60/share) 📍 Trading at 8x EBITDA (historically"
X Link 2026-01-25T17:23Z [---] followers, [---] engagements

"So who will put the tinfoil hat on and tell me why Tencent $700 $TCEHY is dipping today wrong answers only"
X Link 2026-01-30T16:34Z [---] followers, [---] engagements

"$GTLB $PATH $ADBE $SAP For all the SaaS SBC GAAP non-GAAP monkeys out there What matters is CASH PER SHARE. SBC increases claim on CASH while providing a more robust BALANCE SHEET (i.e. RAISING EQUITY) PER SHARE is the most important word TY FOR YOUR ATTENTION TO THIS MATTER"
X Link 2026-02-01T12:13Z [---] followers, [---] engagements

"@taobanker Was always a shitco. I also took the mean reversion jab and failed. Painpal"
X Link 2026-02-03T13:03Z [---] followers, [--] engagements

"$GTLB $PATH $SAP $ADBE $SNPS $DSY $U I'm just speechless. Selling $NVO and $BLDR here and increasing my SaaS exposure. I will not increase any further than this. Now 36% of my PF. As always a downtrend is a downtrend. I need to stomach the downside. Good luck out there"
X Link 2026-02-03T15:54Z [---] followers, [----] engagements

"$PYPL omg is this stock really trading at a TTM PE of [--] now @taobanker when are you acquiring the company $PYPL is such a disease even after it's clear that it's a commoditized dinosaur I still fucking have this ITCH of buying it because of the "cheap" valuation 😂😂😂 what a cancer $PYPL is such a disease even after it's clear that it's a commoditized dinosaur I still fucking have this ITCH of buying it because of the "cheap" valuation 😂😂😂 what a cancer"
X Link 2026-02-05T16:35Z [---] followers, [---] engagements

"I will keep reposting this until $BTC shows signs that all "treasury" companies have been liquidated Hate to break it to the crypto community but $BTC retesting the lows after Trump said again at Davos that he wants the US to be the capital of crypto is not exactly bullish. Add to that all the leveraged "treasury"companies (i.e. $MSTR) and you're in for a fun [----] Hate to break it to the crypto community but $BTC retesting the lows after Trump said again at Davos that he wants the US to be the capital of crypto is not exactly bullish. Add to that all the leveraged "treasury"companies (i.e."
X Link 2026-02-05T17:43Z [---] followers, [---] engagements

"Let's linearly fit a cloud scatter of points and pretend it has any statistical significance where the whole linear trend is dictated by a single outlier on the far top right. OK bro Where is #AI showing up in the productivity data - FT https://t.co/TA4RAW7GU7 https://t.co/a8yZksoS1e Where is #AI showing up in the productivity data - FT https://t.co/TA4RAW7GU7 https://t.co/a8yZksoS1e"
X Link 2026-02-08T08:28Z [---] followers, [---] engagements

"1/ Corollary to the rise of LLMs: I now strongly believe that technologically more advanced extraterrestrials have not tried to make direct contact with us. If they had they would have injected their LLM capable of answering way more questions as a almighty god within us"
X Link 2026-02-10T06:04Z [---] followers, [--] engagements

"$LULU everytime I look at this stock. I just have this itch to buy because it looks so "cheap". I then have to remind myself that I'm an absolute donkey when it comes to understanding fashion trends and their implications. So I stay out"
X Link 2026-02-10T14:55Z [---] followers, [---] engagements

"not saying $PYPL can't rerate higher. I am saying it just doesn't fit my investing style at all. I am so tempted by this [--] PE ratio but this is just a dinosaur now "
X Link 2026-02-10T15:01Z [---] followers, [--] engagements

"@evrgn11112231 @dampedspring You can go out there and do it. Knowledge is written in texr yes but it's ultimately only an expression of what is stored in the brain that other people with similar knowledge also understands. Andy misses this point entirely. Furthermore"
X Link 2026-02-14T17:54Z [---] followers, [--] engagements

"@evrgn11112231 @dampedspring Knowledge is ever evolving and adapting. Imagine Meta still being Meta today if it relied on the ever first version of Facebook without further development. Fascinating how these gurus tend to consider these things so statically when it's so extremely dynamic. Just laughable"
X Link 2026-02-14T17:56Z [---] followers, [--] engagements

"I really took it upon myself to watch $PYPL earnings call and then they showed the slide on what they want to do to "revive" branded checkout. It then truly clicked in my brain that this product is so void of any potential for innovation no matter what they do it won't help"
X Link 2026-02-10T15:00Z [---] followers, [---] engagements

"3/ the amount of trials will explode going forward as ML churns out many configurations of drugs that can be tested. $TMO is looking well ahead into the future. I start here at 2% of my portfolio"
X Link 2026-02-10T16:20Z [---] followers, [--] engagements

"@Stock_Fox__ taking 10% GAAP-EPS growth gives you 9$ so it's a PE of [--]. you think it's not cheap I am not a holder nor will I buy because I think this market is commoditized but still this is a matter of software factor selloff than $PAYC specific"
X Link 2026-02-12T10:30Z [---] followers, [--] engagements

"1/ I have had a good time to think about $NVO and have also gotten very familiar with their pipeline which is quite promising. I also really believe most are underestimating the demand for oral Wegovy which will sell more than expected"
X Link 2026-02-12T12:39Z [---] followers, [---] engagements

"@evrgn11112231 @dampedspring Yes of course. It's very obvious to anyone who bothered to understand how these models work. If you don't curate the data and "teach" the model what's right or wrong it will spew shit. Data IS THE bottleneck. ML has been around foe decades and it's well known"
X Link 2026-02-14T18:03Z [---] followers, [---] engagements

"@evrgn11112231 @seamoon183194 @dampedspring Sure it's a risk but I wouldn't think it's worth it for TSMC. They have enough on their plate but who knows. It's not something that keeps me up at night. What makes you nervous Also holding $SNPS"
X Link 2026-02-14T19:11Z [---] followers, [---] engagements

"$FMC What a disaster honestly. I think I have to dive back into this to be honest just to understand if there is any life in this. I had already posted as to why on a pitch to the stock by @ElPatronGaton. It's not an easy situation. But given it's fallen this much must reassess @CarniContrarian Ehm you made no mention of any of their products and patent expiry issues and generic competition plus that they need to exit markets. You're missing a lot of important details $FMC @CarniContrarian Ehm you made no mention of any of their products and patent expiry issues and generic competition plus"
X Link 2026-02-05T16:48Z [---] followers, [---] engagements

"added some more $GTLB on the drop at opening today. It now makes up 10% of my PF. I won't add more here to be honest. Although I am 95% sure this rerates higher I don't want to risk more on the 5% case it won't. Ofc it's a dynamic situation adjust based on incoming info"
X Link 2026-02-10T15:03Z [---] followers, [---] engagements

"I bought too early because the stock proceeded to drop another 20%. But it has now bounced back in less than a week and I am on paar again. $U's selloff was ridiculous. The CEO's tweet was pristine. However I still need to be more in control and maybe layer my buys. $U I bought. I wasn't sitting at my desk to realize that it had actually made a low LOL maybe should stick to open and jump on the opportunity when it arises. This definitely might go lower but missing out on this is in my opinion the bigger mistake. $U I bought. I wasn't sitting at my desk to realize that it had actually made a"
X Link 2026-02-10T16:09Z [---] followers, [---] engagements

"$TMO 1/ I bought this at the lows last year and exited the stock around [--] months ago. It has now went back to attractive levels in my opinion as revenue is reaccelerating meaning I believe they will beta and raise sequentially. https://x.com/flippyfloppy52/status/1934249597964030287 $TMO TL;DR: Recent headwinds coupled by a blindspot to its role as a precise data driven and globally outsourced infrastructure layer for the future of medicine makes the stock very attractive at these levels. A thread 🧵 https://x.com/flippyfloppy52/status/1934249597964030287 $TMO TL;DR: Recent headwinds coupled"
X Link 2026-02-10T16:20Z [---] followers, [---] engagements

"2/ the latest $TMO acquisition of Clario also fits their portfolio of products quite nicely as it unlocks the "one-stop" outsourcing of clinical development from inception to completion and data analysis. This is in my view a very strong driver especially since I think that"
X Link 2026-02-10T16:20Z [---] followers, [---] engagements

"4/ differentiated not because one is not faster than the other or what have you. No because at a certain weight loss threshold the products will become very price sensitive. It's kind of a race to the bottom. Now there's also the drug manufacturing side which is"
X Link 2026-02-12T12:39Z [---] followers, [--] engagements

"5/ in my opinion not truly commoditized so the big players might still eak out ROIC above WACC. But the technology in itself seems close to hitting a ceiling and much faster than those that spend all their time analyzing this market. I don't think I want to be part of that"
X Link 2026-02-12T12:39Z [---] followers, [--] engagements

"@evrgn11112231 @seamoon183194 @dampedspring But something like $SNPS Yeah LOL ok sure let's see that get commoditized I'll wait"
X Link 2026-02-14T18:45Z [---] followers, [---] engagements

"@evrgn11112231 @seamoon183194 @dampedspring I mean they share that data with $SNPS as far as I know and partner with $TSM. I think it's important for them to keep this neutrality. I think they would leverage it rather. But sure it's a risk and I need to be aware of it. Thanks for pointing that out"
X Link 2026-02-14T19:21Z [---] followers, [---] engagements

"I.E. People get bored hate the mundane and mostly want novelty. Quality is more important than quantity when it comes to creativity. It's truly an offense to think that most will be happy swallowing interpolated content for entertainment. That would be a true black pill"
X Link 2026-02-15T18:28Z [---] followers, [--] engagements

"$MRNA rallying on MRNA vaccine intismeran autogene showing promising results in Melanoma. Well guess who's also developing MRNA cancer vaccines that might show similar levels of efficacy $BNTX of course BNT122 anyone once the mechanism is validated it's only an execution race"
X Link 2026-01-21T18:54Z [---] followers, [---] engagements

"$UBI who's following this shitco my knife catching senses are tingling"
X Link 2026-01-22T12:18Z [---] followers, [---] engagements

"$BNTX $NVO Finance graduate: 1- Thinks basic statistics makes him sophisticated 2- Newtons second law of motion whats that 3- Never understood the difference between a proton & an electron 4- Doesnt understand how a water boiler functions 5- Never seen a cell under a microscope"
X Link 2026-01-22T15:17Z [---] followers, [---] engagements

"$UBI 3/ They are using a sledgehammer approach to save what's left of the company without a really good thought out plan. 1- Announcement without names for the creative houses 2- Obscurity in how their new organization creates additional value 3- no accountability"
X Link 2026-01-23T10:37Z [---] followers, [--] engagements

"$GTLB I've taken the opportunity of the january plunge to increase my holdings. This is now my second biggest position behind $BNTX making up 9.4% of my PF. I have decided to put this above $PATH as I view the business case as stronger although I like $PATH Daniel Dines better"
X Link 2026-01-23T11:09Z [---] followers, [---] engagements

"2/ basically AI in a predictable manner into enterprises. As I said before all the agentic exercises that we are seeing happening in our customers uncover more and more automation opportunities. Typically I can say they can come up with like [---] ideas that they call it agentic"
X Link 2026-01-23T11:15Z [---] followers, [--] engagements

"3/ When we look deeply we discover that [--] of them are better suited for automation." Yes the CEO of $PATH who's bread and butter is task automations and orchestration and you really think AGI is just around the corner to kill SaaS Anon"
X Link 2026-01-23T11:15Z [---] followers, [---] engagements

"$ADBE I've been saying this for more than a year now Professionals and artists have a VISION in their mind and they need CONTROL over the layers to bring that into life. People are starting to catch up. The problem with seeing things miles away is to buy too early like a retard The main reason why AI models CANT disrupt $ADBE is the element of "control" Creatives and ESPECIALLY professional creatives NEED to create exactly "what's in their mind's eyes" AI models fundamentally aren't capable of this An explanation from @scottbelsky https://t.co/QQAujcYpBS The main reason why AI models CANT"
X Link 2026-01-25T16:54Z [---] followers, [----] engagements

"$ADBE Although I'm like 80% sure that $ADBE will rerate higher my PF is already 1/3 exposed to the SaaS factor that's moving in tandem. I don't want to be factor dependent and I think $GTLB and $PATH have way more upside. That's why I reduced $ADBE considerably"
X Link 2026-01-25T16:56Z [---] followers, [---] engagements

"@midwit_capital I like $TE because they are strategically well positioned as you said but I know that China has the upper hand in terms from technology (has a friend hat works at Trina Solar) so just to understand you view this as a play similar to that of $INTC but in the PV-modules sector"
X Link 2026-01-26T10:15Z [---] followers, [---] engagements

"@midwit_capital I mean my problem here would really be margins. so how good of margins could they achieve in what is otherwise quite the commoditized product What do you think of $ENPH as a microinverter play instead the technology seems to be better defendable. Would love your thoughts"
X Link 2026-01-26T10:17Z [---] followers, [---] engagements

"$PATH $GTLB $SAP $4DSY $ADBE Everyone on here was saying SaaS will paamp on Monday. OK bro sure am very happy that it's happening. But can someone explain to me why What happened on Friday"
X Link 2026-01-26T15:21Z [---] followers, [---] engagements

"$SONY kind of interested in this stock as the multiples are somewhat contracting in what is a company that is part of all secular growth themes. Anyone has done any work on this would greatly appreciate a primer 3"
X Link 2026-01-27T09:46Z [---] followers, [---] engagements

"@Johnie36149708 I'm getting hammered 🤣 I should replace my brain with a sponge"
X Link 2026-01-27T17:19Z [---] followers, [--] engagements

"the US achieved banana republic status and by extension so did my portfolio. Thank you America"
X Link 2026-01-27T21:18Z [---] followers, [--] engagements

"$DHL new AI customer support is literally the worst piece of shit that cannot help one bit (worse than the previous algorithms in some form) and you're here talkig about anons using Clawdbot to vibe-code full enterprise software suites ANON"
X Link 2026-01-28T11:39Z [---] followers, [--] engagements

"1/ There's this shitco called $PYPL. I have quite the tough relationship with it. Every now amd then I look up the stock price it would be down. I then look at the PE and think to myself: "holy shit this is cheap""
X Link 2026-01-28T17:35Z [---] followers, [---] engagements

"2/ I buy $PYPL for around 3% of my PF really thinking am holding. But every single time it proceeds to go down another 1% before I find another stock that's even more interesting and just sell this POS. I'm getting this urge again now. Is it only me"
X Link 2026-01-28T17:35Z [---] followers, [---] engagements

"@choubris @Investmentideen I don't think the fact that markets being inelastic is debatable at this point. Doesn't mean you have to momentum trade or that you should momentum trade. Not mutually exclusive"
X Link 2026-01-28T19:07Z [---] followers, [--] engagements

"$SAP 1/ TL;DR Q4 results disapointed but a 19% selloff amid a robust cloud revenue backlog of 77B representing ca. 1/3 of post sell-off market cap looks quite overblown. Macro tailwinds (i.e. Merz's goal of driving digilization) and wide-moat makes [--] foward PE cheap a 🧵"
X Link 2026-01-29T14:59Z [---] followers, [---] engagements

"2/ First it must be acknowledged that the current market reactions to anything remotely perceived as a slowdown is being heavily punished in the SaaS space. Momentum traders and algos pounce on these opportunities as investors (including myself) are on edge"
X Link 2026-01-29T14:59Z [---] followers, [--] engagements

"3/ However it is always helpful to reexamine the thesis and retest/update on incoming information. I bought $SAP for the following reasons: 1- High-quality client data the true AI bottleneck 2- Macro tailwinds in EU 3- Merz's Davos speech about digitalization drive"
X Link 2026-01-29T14:59Z [---] followers, [---] engagements

"5/ In regards to point [--] I am convinced that NO ONE knows what will truly happen. Some pieces of information are out there but there hasn't been any true sign of a slowdown in SaaS results across the board. Nevertheless companies are getting punished hard"
X Link 2026-01-29T15:00Z [---] followers, [--] engagements

"6/ However in terms of coding $SAP CEP did say something interesting on call that pertains to $GTLB: "The LLMs can take over coding of software for sure. I mean because this is unstructured information code. They understand the patterns how our developers code in the past""
X Link 2026-01-29T15:00Z [---] followers, [---] engagements

"9/ One could argue that $SAP was overvalued anyway and that the growth rate didn't justify the multiple. Sure but such future forecasts especially in times that are hard to predict geopolitically are useless until some true slowdown that is evident in numbers"
X Link 2026-01-29T15:00Z [---] followers, [---] engagements

"10/ All SaaS selloff is driven by overpessimism and pounced on by momentum trading algorithms which create a negative price feedback loop. I refuse to take action here before there's something that convinces me but the market is already pricing these companies in anticipation"
X Link 2026-01-29T15:00Z [---] followers, [---] engagements

"@obsidiancap1 @4drant I don't understand the selloff in $SAP either. Constant currency current backlog was fine And total backlog is huge Any insights"
X Link 2026-01-29T18:34Z [---] followers, [--] engagements

"@Alpaca_Capital Wtf I just did the same exact thing xD"
X Link 2026-01-29T20:31Z [---] followers, [--] engagements

"$BTC "Bitcoin Is Flashing Deep Value Signals Against Gold Says Strive CEO" These are the headlines in crypto folks. $BTC is now apparently a value play. Where are my value investors at to bid this shit Below is Strive price history by the way ehm pump my bags CEO"
X Link 2026-01-30T08:37Z [---] followers, [---] engagements

"@taobanker Just wondering where the LLM is getting the next most probable token from LOL"
X Link 2026-01-30T10:05Z [---] followers, [--] engagements

"@taobanker Reddit is it Reddit"
X Link 2026-01-30T10:05Z [---] followers, [--] engagements

"Anyone noticed that $SNPS topped out when $ARK invested in it what kind of witchery is this"
X Link 2026-01-30T16:32Z [---] followers, [---] engagements

"@k3ithmccullough $DECK seems to be working well"
X Link 2026-01-30T16:54Z [---] followers, [--] engagements

"headline [--] days ago by Bloomberg 🤣🤣🤣 "Citi analyst sees silver at 150$" Yeah how else do you want to create as much buying demand at the top as possible to assure exit liquidity The ignorants that follow said "analysts" truly are foresaken http://bloomberg.com/news/articles/2026-01-27/citi-sees-silver-surging-to-150-as-china-buying-still-has-legs Silver down -35% today. Yet another industry disrupted by AI. https://t.co/21QKD9gnXj http://bloomberg.com/news/articles/2026-01-27/citi-sees-silver-surging-to-150-as-china-buying-still-has-legs Silver down -35% today. Yet another industry"
X Link 2026-01-30T18:30Z [---] followers, [---] engagements

"@Resypto @toiletkingcap You can prove this by taking binoculars and watching a ship come from the horizon. It literally emerges from water. It would have to have been submerged if the earth were flat"
X Link 2026-02-01T12:39Z [---] followers, [--] engagements

"$BNTX Stock gets a downgrade today from Daina Graybosch from Leerink Partners xD So the downgrade is only because $BNTX rallied the last two weeks the price target wasn't changed. The fact that so much happened since then went under this "PhD" 's radar. Blind. I'll buy more"
X Link 2026-02-02T13:53Z [---] followers, [---] engagements

"Perhaps very bullish news for $BNTX was the acceptance of the BLA filing of $SMMT for the bi-specific PD-1/VEGF for EGFRm NSCLC Post-TKI Therapy. $BNTX will be able to take more informed decisions on the similar bi-specific AND they have experience in large scale manufacturing"
X Link 2026-02-02T13:57Z [---] followers, [---] engagements

"$U Im quite pissed that I didnt buy this selloff on $U because of how stubborn I am when it comes to paying a large spread in premarket. Sometimes I take the worst decision on very obvious opportunities because I dont want to pay "extra transaction costs". I need to change this"
X Link 2026-02-02T13:59Z [---] followers, [---] engagements

"$U I bought. I wasn't sitting at my desk to realize that it had actually made a low LOL maybe should stick to open and jump on the opportunity when it arises. This definitely might go lower but missing out on this is in my opinion the bigger mistake. $U Im quite pissed that I didnt buy this selloff on $U because of how stubborn I am when it comes to paying a large spread in premarket. Sometimes I take the worst decision on very obvious opportunities because I dont want to pay "extra transaction costs". I need to change this. $U Im quite pissed that I didnt buy this selloff on $U because of"
X Link 2026-02-02T14:50Z [---] followers, [---] engagements

"2/ If this is the mentality of the average $PYPL investor in terms of expectations of what the company has to deliver when priced at 11% TTM FCF yield then I'm really not sure why anyone would ever be a value investor. I would say the bar is WAY lower for this to reprice higher"
X Link 2026-02-03T07:20Z [---] followers, [---] engagements

"3/ don't get me wrong by repricing higher I don't mean that $PYPL will explode higher and trend towards ATH. No I mean reprice higher maybe like [--] forward PE or something. I would expect this even if they guide for 4% revenue growth. So 30% upside is very realistic"
X Link 2026-02-03T07:20Z [---] followers, [---] engagements

"$PYPL TL;DR: looking at this situation from a sober perspective all the signs for a turnaround failure were there prior to the Q4FY2025 earnings report. I tried to take a jab on the long side and failed (closed asap after earnings) but was always sceptical long term. A 🧵"
X Link 2026-02-03T13:43Z [---] followers, [---] engagements

"1/ that PayPal has been very cautious about 2025Q4 results through management team disclosures for a while now. In fact they have been blaming macro pressures on their inability to reaccelerate the business. I have to admit $PYPL is quite the case study for a business "
X Link 2026-02-03T13:43Z [---] followers, [---] engagements

"2/ that has not been performing well under the hood but still kept a faade towards the outside so as to not panic the market. Now that it has reached an unbearable point the mask has fallen off and the severity of $PYPL's situation has come to light"
X Link 2026-02-03T13:43Z [---] followers, [---] engagements

"6/ 5- The company recently filing for a bank license signaling that their growth plans are faltering as they try to pivot in a new direction 6- The lack of coupons since the start of the year in the German app signaling that they had conceded that the strategy has failed"
X Link 2026-02-03T13:43Z [---] followers, [--] engagements

"7/ All in all it doesn't surprise me that $PYPL missed earnings the CEO has been fired and the decel outlook. Digital payment and digital transactions have been commoditized to the benefit of the average consumer by the way. Huge win for society big loss for $PYPL"
X Link 2026-02-03T13:43Z [---] followers, [---] engagements

"1/ $NVO I was too busy crying about my SaaS PF getting destroyed that I forgot to explain why I cut $NVO before earnings. So the reason quite frankly is simple. I looked up what analyst concensus was in terms of sales contraction for FY2026 https://x.com/flippyfloppy52/status/2018714691942363211 $GTLB $PATH $SAP $ADBE $SNPS $DSY $U I'm just speechless. Selling $NVO and $BLDR here and increasing my SaaS exposure. I will not increase any further than this. Now 36% of my PF. As always a downtrend is a downtrend. I need to stomach the downside. Good luck out there"
X Link 2026-02-04T10:32Z [---] followers, [---] engagements

"2/ and just found that a mid single digit contraction was way too optimistic given the recent dynamics. First $NVO had cut pricing in the US due to the deal with Trump putting much more pressure on already falling Ozempic and Wegovy sales"
X Link 2026-02-04T10:32Z [---] followers, [---] engagements

"@Johnie36149708 @goodalexander Haven't received the fatwa from my sheikh yet. Reference"
X Link 2026-02-04T17:48Z [---] followers, [--] engagements

"@bioinvestor24 Would this apply (side effects and ramp up) to both sc. and oral Amycretin or only sc"
X Link 2026-02-04T21:01Z [---] followers, [--] engagements

"$PYPL is such a disease even after it's clear that it's a commoditized dinosaur I still fucking have this ITCH of buying it because of the "cheap" valuation 😂😂😂 what a cancer"
X Link 2026-02-05T16:32Z [---] followers, [---] engagements

"$QCOM 1/ Ok this is ridiculous now. I bought in the premarket after it was 13% down. VERY clear path towards renewed growth. Handset revenue only temporary because RAM will become cheap again. Never has a shortage not translated into a glut"
X Link 2026-02-05T16:40Z [---] followers, [--] engagements

"2/ Automotive revenue of $QCOM is exploding they are working on chips specialized for sensor use (i.e. robots). They are working on the next wearable chips (glasses etc.). The world needs even higher bandwidth connectivity with all the data being stored"
X Link 2026-02-05T16:40Z [---] followers, [--] engagements

"3/ $QCOM also going into data centers with an inference optimized chip and are also expanding the CPU offerings. While I am not a fan of the data center play anymore you get this upside basically for free. The other factors are enough for a serious repricing"
X Link 2026-02-05T16:40Z [---] followers, [--] engagements

"$NVO 1/ Ok I got to say this dump after bad earnings due to $HIMS releasing a scam pill is quite frankly retarded. I am buying again here but sizing this quite small at 2% of my PF. I also took it upon myself to TRULY understand $NVO's competitive position https://x.com/flippyfloppy52/status/2018714691942363211 $GTLB $PATH $SAP $ADBE $SNPS $DSY $U I'm just speechless. Selling $NVO and $BLDR here and increasing my SaaS exposure. I will not increase any further than this. Now 36% of my PF. As always a downtrend is a downtrend. I need to stomach the downside. Good luck out there"
X Link 2026-02-05T16:44Z [---] followers, [---] engagements

"@Johnie36149708 Good question about liquidation mechanics. I think liquidation means orders get filled at market. If it's spot someone must be buying the BTC at the other side. If it's futures both sides are closed so money is transfered. The amount of stable coins does not change"
X Link 2026-02-05T18:30Z [---] followers, [--] engagements

"I have no skin in the game but why is $TTWO down like this after solid earnings Lol sure AI blabla but how is this narrative so strong that it's obliterating price"
X Link 2026-02-05T18:35Z [---] followers, [---] engagements

"@taobanker ALL YOU EVER HAD TO DO AS AN INVESTOR TO RETIRE AS A BILLIONAIRE WAS 3X LEVERAGE $WMT"
X Link 2026-02-05T18:43Z [---] followers, [--] engagements

"$MSFT This market is just absolutely crazy. YES I said I am allocating 2% to $NVO. YES I think that $DSY is a great pick for what's to come in Europe. but $MSFT at these multiples naaa I'm not passing out on this one. Replacing both here to have 6% exposure to $MSFT"
X Link 2026-02-05T20:14Z [---] followers, [---] engagements

"$PATH acquired WorkFusion because of their massive data base on anti-money laundering detection and KYC so that they can better automate these processes. The fact that $PATH a leader in process and workflow automation is acquiring this company amidst "AGI" is telling"
X Link 2026-02-06T13:23Z [---] followers, [---] engagements

"@GreigJDuncan oh yes I love $DSY definitely. Also the reacceleration of medical trials due to a novelty of drugs from more rapid development phases. I just think $MSFT is too cheap here. Sure OAI might zero due to $GOOG sure they have CAPEX problems but I think I could catch both"
X Link 2026-02-06T14:48Z [---] followers, [--] engagements

"$TMO TL;DR: Recent headwinds coupled by a blindspot to its role as a precise data driven and globally outsourced infrastructure layer for the future of medicine makes the stock very attractive at these levels. A thread 🧵"
X Link 2025-06-15T14:00Z [---] followers, [----] engagements

"$UBI oh boi this is getting interesting. But this isn't $int.st folks Getting a 🥖up the ass which I deserve. The shorts are apparently not giving up until [--]. Getting a 🥖up the ass which I deserve. The shorts are apparently not giving up until 0"
X Link 2026-01-22T14:42Z [---] followers, [---] engagements

"$UBI 1/ Ok so I listened to the management call after the announcement and their vagueness is a thing to behold. The CEO and CFO cannot answer any question in any way that gives reassurance. The vibe I get is that they are absolutely clueless"
X Link 2026-01-23T10:37Z [---] followers, [---] engagements

"$UBI 2/ Nevertheless they are taking some steps in the right direction: 1- [--] day in person work at company premises 2- bringing in new management teams for the creatives houses 3- having the balls to cut and delay some titles However it seems that they are throwing a hailmarry"
X Link 2026-01-23T10:37Z [---] followers, [--] engagements

"$UBI 5/ Something that really bugs me is that they actually mention GenAI. How exactly are they thinking about using GenAI if it's integrated in game for some NPC interactions for example sure. To replace creativity That's bearish LOL"
X Link 2026-01-23T10:44Z [---] followers, [---] engagements

"@capitalatrisk23 @pandawatch88 My trusted chinese stock barometers. Is this $TCEHY drop due to $GOOG genie disruption fears or what the fuck is this 😂😂 AI winner to AI loser"
X Link 2026-02-04T10:54Z [---] followers, [---] engagements

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