@icg_mode Avatar @icg_mode incognito mode

incognito mode posts on X about business, in the, $net, $fsly 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 47.57% finance 22.33% technology brands 11.65% social networks 3.88% fashion brands 2.91% exchanges 0.97% financial services 0.97% countries 0.97% cryptocurrencies 0.97% celebrities 0.97%

Social topic influence business 9.71%, in the 8.74%, $net 6.8%, $fsly #166, imo #783, up to 4.85%, $spgi 4.85%, $hubs 4.85%, liquidity 3.88%, ceo 3.88%

Top accounts mentioned or mentioned by @taobanker @sj_xxxxxxx @ross__hendricks @playertwoq @evrgn11112231 @rosshendricks @sjxxxxxxx @boogyman61too @premocollectoor @compound248 @fierce__beast @n0th0stl3tk0v3r @blueprintsmb22 @deepicevalue @pythiar @bluechip1 @psychikmoksha @crussian17 @citrini7 @yummycenturyegg

Top assets mentioned Cloudflare, Inc. (NET) Fastly, Inc. (FSLY) S&P Global Inc (SPGI) HUBSPOT, INC. (HUBS) Miami International Holdings, Inc. (MIAX) Palantir Technologies Inc. (PLTR) YELP INC. (YELP) Carvana Co. (CVNA) Reddit, Inc. (RDDT) Vail Resorts, Inc. (MTN) Netflix Inc (NFLX) Manhattan Associates, Inc. (MANH) Nextracker Inc. (NXT) Pinterest, Inc. (PINS) Angi Inc. Class A Common Stock (ANGI) Sphere Entertainment Co. (SPHR) Moody's Corporation (MCO) Frodo the virtual samurai (FROG) Roku, Inc. (ROKU) Nike Inc (NKE) Warner Bros Discovery, Inc. (WBD) Garmin Ltd. (GRMN) Micron Technology, Inc. (MU) Intel Corporation (INTC) Mobileye Global Inc. (MBLY) Sea Limited (SE) Datadog Inc (DDOG) AppLovin Corporation (APP)

Top Social Posts

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

"$grmn looks really good data is great"
X Link 2026-01-07T14:43Z [---] followers, [---] engagements

"saw somebody talking today/yday about using chinese memory producers (CXMT YMTC) to overcome the supply shortages. in theory sure but they can only be used for inference realistically training requires hbm. $mu $0006600.ks $005930.ks"
X Link 2026-01-09T03:15Z [---] followers, [---] engagements

"$miax is a good short here. wanna know why"
X Link 2026-01-13T15:06Z [---] followers, [---] engagements

"got $mtn here. that update wasnt great but a lot of the downside baked in imo stock holding up relatively well. additional downside is limited"
X Link 2026-01-15T15:13Z [---] followers, [---] engagements

"think i saw a tweet from yday somebody saying they think $mtn is a terrible long from here. happy to put money on it if that person is willing cant find the tweet"
X Link 2026-01-20T17:24Z [---] followers, [---] engagements

"$nflx guide down of 90bps vs. previous comments driven by 10% increase in content ammort + $275m of costs related to acquisition (annualized). $275m on $51bn of topline is 54bps of headwind. the 90bps miss is 36bps additional content spend"
X Link 2026-01-20T21:57Z [---] followers, [---] engagements

"im long $INTC and $MBLY for tomorrow. MBLY is pre mkt. ive been long INTC since early last year and have no interest in selling. MBLY is more of a trade but still think very valuable MBLY is trading 0.7x book i think my risk is 8% to the downside and willing to own from here. INTC has real momentum for a myriad reasons (continued chip development 18a US gov involvement) and owns 80% of mbly. INTC has license to all MBLY ip and thereofre has a natural path to leverage their IP in data centric (non-pc) side of the business. as INTC scales MBLY should benefit naturally. MBLY trades down [--] turns"
X Link 2026-01-21T20:51Z [---] followers, [---] engagements

"im long $manh for the print tomorrow we trade 30x fcf (40x fcf ex sbc) vs. 52x [--] yr avg and [--] turns lower than last report. 80+% of on prem customers have yet to convert to cloud with potential rev contribution of $1.5bn. cloud offering is growing 21% YoY as of Q3 vs. slower core base business. topline comps get much easier this year as we start to lap lsd figures margin and topline upside from agentic solutions opportunity to improve internal cost structure but currently prioritizing improving their offering and driving price / value add for customers. as ex: freight audit and pay agents are"
X Link 2026-01-26T16:09Z [---] followers, [---] engagements

"$manh not what i was hoping for in guide. i closed out at [---] +4%. fine. $nxt i hold still. need to hear call. +8% at current"
X Link 2026-01-27T21:29Z [---] followers, [---] engagements

"$PINS - 9% today reports 2/12. down today after cutting 15% of workforce (700 employees) implying short term restructuring charges of $35-45m. using $ANGI as a benchmark taking $22-30m write down ST and gave guidance to $70-80m in annualized savings. if we use that same multiple (2.6x severance-to-savings) $PINS should get savings (post-rx) of $90-120. Not as big of a number on relative basis for PINS as it is for $ANGI but its still meaningful; 10% of bottom line. i've gotta do some new work to underwrite the topline growth assumptions but if u get anywhere north of dbl digit topline growth"
X Link 2026-01-28T02:17Z [---] followers, [---] engagements

"do ppl realize that $se trades 15x fcf topline is going to dbl over the next [--] years. margins should get 700-900bps of uplift in the same period. PROCESS THAT"
X Link 2026-01-28T20:56Z [---] followers, [----] engagements

"U can still make 2% betting on Seahawks here wtf Liquidity up to $2m"
X Link 2026-02-09T02:53Z [---] followers, [--] engagements

"wtf u can still make 14% betting kw3 for mvp here 500k liquidity. lots opportunity in these peer contracts almost all the time"
X Link 2026-02-09T03:26Z [---] followers, [---] engagements

"$miax lockup expires tomorrow. 3m share block moving today via MS. closes tomorrow. expected to price in the 41.3-42.2 range . trades [----] right now. expect it prices lower"
X Link 2026-02-09T15:59Z [---] followers, [---] engagements

"think $net gets a good reaction post print but u sell it. think the stock will act like $pltr did post results"
X Link 2026-02-09T16:54Z [---] followers, [---] engagements

"it gets easier from here lower we go $miax $miax lockup expires tomorrow. 3m share block moving today via MS. closes tomorrow. expected to price in the 41.3-42.2 range . trades [----] right now. expect it prices lower. $miax lockup expires tomorrow. 3m share block moving today via MS. closes tomorrow. expected to price in the 41.3-42.2 range . trades [----] right now. expect it prices lower"
X Link 2026-02-10T14:45Z [---] followers, [---] engagements

"if $sphr breaks [---] i take off my short prob but dont think that happens"
X Link 2026-02-10T17:55Z [---] followers, [---] engagements

"$ddog almost makes people think software isn't going to continue to get rotated out of but then there's $spgi playing devil's advocate. u better pick ur winners carefully"
X Link 2026-02-10T19:43Z [---] followers, [---] engagements

"a couple things. 1) i assume there will be considerable sell pressure in the stock here post lock up (today). at time of ipo 17.5m shares of a total 81.7m were freely tradable. all restricted shares are now tradable and people wanna get paid / make their money 2) their financial profile is relatively uncompelling. they're going to burn cash again next year after selling off some of their historical assets. its better for the growth trajectory and probably a better bet long term but ur not buying this business at a discount imo. u could own CBOE which is obviously more established for the same"
X Link 2026-02-10T21:52Z [---] followers, [--] engagements

"$net sadly i prob have to take my 11% here and walk away. wish i could hold but doesnt seem like the prudent thing to do here with the multiple where it is and all of the SaaS pressure . even tho i think they are well positioned to benefit from the agentic api usage and the increase in edge compute . feels too hard to own when the factors are likely to be working against u think $net gets a good reaction post print but u sell it. think the stock will act like $pltr did post results think $net gets a good reaction post print but u sell it. think the stock will act like $pltr did post results"
X Link 2026-02-10T21:54Z [---] followers, [---] engagements

"hard to be more bullish than that $net call was btw"
X Link 2026-02-10T23:18Z [---] followers, [---] engagements

"the uninformed love to blame pe for everything. and its always people who have never run a business or invested in a business. imagine weighing your food chipotle is going to ZERO private equity and restaurants dont mix https://t.co/sjyAcqUA6R imagine weighing your food chipotle is going to ZERO private equity and restaurants dont mix https://t.co/sjyAcqUA6R"
X Link 2026-02-11T04:09Z [---] followers, [---] engagements

"this is going to sound crazy but i dont think that $angi quarter was as bad as the stock acts. I get all of the terminal risk here but we're priced at 2.5x EBITDA and 5x FCF. u gotta think this biz is going away SOON. no liquidity issues etc"
X Link 2026-02-11T14:44Z [---] followers, [---] engagements

"i hate to say it but i honestly think u can get paid being short $net here. i love the company. i dont love the way this market trades software and i dont believe we are in an idio market right now"
X Link 2026-02-11T14:46Z [---] followers, [---] engagements

"idk this guy but i would warn u against buying $spgi here. dont need to be a hero and try to step in front of the train. Thank you to the $spgi panicans for the opportunity to buy one of the worlds greatest businesses at 20x earnings https://t.co/JiWIISGh0E Thank you to the $spgi panicans for the opportunity to buy one of the worlds greatest businesses at 20x earnings https://t.co/JiWIISGh0E"
X Link 2026-02-11T15:23Z [---] followers, [---] engagements

"@Ross__Hendricks right that's my point. it's logically insufficient to buy a stock just because fear and greed then"
X Link 2026-02-11T15:35Z [---] followers, [--] engagements

"@Ross__Hendricks the point is more so that there should be additional conditions beyond fear and greed for it to qualify as a good investment"
X Link 2026-02-11T15:44Z [---] followers, [--] engagements

"i appreciate the heads up. i think u have to see meaningful expansion in topline growth to get to [---] near term although i agree that there is enough volatility to make quick moves and possibly get there. $260 is 45% upside here implying $94bn EV on $4.5bn of revenue and $800m in fcf in [----]. thats still super fucking expensive unless u get a meaningful acceleration of topline to justify it. hard to expect strong expansion in operating leverage at product thoughts"
X Link 2026-02-11T17:07Z [---] followers, [--] engagements

"was right am right $net $net sadly i prob have to take my 11% here and walk away. wish i could hold but doesnt seem like the prudent thing to do here with the multiple where it is and all of the SaaS pressure . even tho i think they are well positioned to benefit from the agentic api usage and the $net sadly i prob have to take my 11% here and walk away. wish i could hold but doesnt seem like the prudent thing to do here with the multiple where it is and all of the SaaS pressure . even tho i think they are well positioned to benefit from the agentic api usage and the"
X Link 2026-02-11T17:09Z [---] followers, [---] engagements

"hope u made 6% there $net. i hate to say it but i honestly think u can get paid being short $net here. i love the company. i dont love the way this market trades software and i dont believe we are in an idio market right now. i hate to say it but i honestly think u can get paid being short $net here. i love the company. i dont love the way this market trades software and i dont believe we are in an idio market right now"
X Link 2026-02-11T17:09Z [---] followers, [---] engagements

"another one of these businesses that trades at really low multiple and there is competitive overlap between the [--] but would actually argue that yelp has more terminal risk . theres some chance that at acatalyst appears in the name of a large data licensing deal but that hasnt materialized to date. its a stay away for me - i cant time / accurately underwrite the catalyst. if anything its a short. angi / yelp maybe a good pair trade. idk no catalyst on either so would have to have duration / or a variant view that i dont have. https://twitter.com/i/web/status/2021639279814774853"
X Link 2026-02-11T17:35Z [---] followers, [---] engagements

"this is ur reminder that mgmt doesnt do bbks when they should they do it when they have excess cash and no where logical to put it. fwiw: i havent looked at the asml bbk on its own merits. $ASML is destroying shareholder value through one of the worst-executed buyback programs in large-cap history. Over five consecutive trading days management spent roughly 125M per day buying back shares at weighted average prices between [----] and [----]. This is not https://t.co/ksMMEPdEvW $ASML is destroying shareholder value through one of the worst-executed buyback programs in large-cap history. Over five"
X Link 2026-02-11T17:48Z [---] followers, [---] engagements

"u can make a very real argument that all of these software businesses should trade 15x fcf. try to tell me confidently what the world of software looks like in [----]. that doesnt necessarily mean they all die but what happens to cost to maintain competitiveness ability to take price cost of obsolescence data warehousing costs etc etc"
X Link 2026-02-11T18:30Z [---] followers, [---] engagements

"short Not to be hyperbolic but $SPGI $MCO right now might be the fattest pitch Ive seen since I started investing. The combo of quality factor being out of favor + AI disruption risk + pod shops dumping on earnings = an incredible buying opportunity for the long-term investor. Not to be hyperbolic but $SPGI $MCO right now might be the fattest pitch Ive seen since I started investing. The combo of quality factor being out of favor + AI disruption risk + pod shops dumping on earnings = an incredible buying opportunity for the long-term investor"
X Link 2026-02-11T18:39Z [---] followers, [---] engagements

"yea and ill tell u a secret. its going lower $CVNA Now $485 to $350. 30% haircut from ATHs $CVNA Now $485 to $350. 30% haircut from ATHs"
X Link 2026-02-11T19:25Z [---] followers, [---] engagements

"$fsly interesting. print tonight traded back down to last earnings beat in nov HF ownership is up to 12% (highest in last [--] years). still not cheap by any means i know its not as well situated as net but still should see usage upticks in the base business"
X Link 2026-02-11T19:48Z [---] followers, [----] engagements

"+17% $fsly $fsly interesting. print tonight traded back down to last earnings beat in nov HF ownership is up to 12% (highest in last [--] years). still not cheap by any means i know its not as well situated as net but still should see usage upticks in the base business $fsly interesting. print tonight traded back down to last earnings beat in nov HF ownership is up to 12% (highest in last [--] years). still not cheap by any means i know its not as well situated as net but still should see usage upticks in the base business"
X Link 2026-02-11T21:10Z [---] followers, [---] engagements

"$hubs lol SELL IT"
X Link 2026-02-11T21:11Z [---] followers, [---] engagements

"$hubs prob where i cover my short for now"
X Link 2026-02-11T21:14Z [---] followers, [---] engagements

"$app might get sold into oblivion here"
X Link 2026-02-11T22:24Z [---] followers, [----] engagements

"People overbuying $net and meanwhile I sell high on the number get long $fsly prior to the print and get +37% cover my $hubs short -3% after drawing down forever. Its been a good fucking day $fsly interesting. print tonight traded back down to last earnings beat in nov HF ownership is up to 12% (highest in last [--] years). still not cheap by any means i know its not as well situated as net but still should see usage upticks in the base business $fsly interesting. print tonight traded back down to last earnings beat in nov HF ownership is up to 12% (highest in last [--] years). still not cheap by"
X Link 2026-02-12T02:10Z [---] followers, [---] engagements

"Guy I work with sent me that something big is happening post I used to think he was stupid now I know for sure That post was sloppity slop slop"
X Link 2026-02-12T04:07Z [---] followers, [--] engagements

"Getting beat up on $sphr this morning but shocked by how big this $fsly move got"
X Link 2026-02-12T14:01Z [---] followers, [---] engagements

"ok im reshort $hubs --- 11% delta on where closed it out last night $hubs prob where i cover my short for now $hubs prob where i cover my short for now"
X Link 2026-02-12T14:27Z [---] followers, [---] engagements

"Felt right working so far $hubs ok im reshort $hubs --- 11% delta on where closed it out last night ok im reshort $hubs --- 11% delta on where closed it out last night"
X Link 2026-02-12T16:00Z [---] followers, [---] engagements

"Ahem. $cvna yea and ill tell u a secret. its going lower yea and ill tell u a secret. its going lower"
X Link 2026-02-12T16:01Z [---] followers, [---] engagements

"are the value guys buying more $spgi today they better hope the read thru from $morn is good after hours"
X Link 2026-02-12T16:12Z [---] followers, [---] engagements

"This is perhaps obvious but $ofrm is a short"
X Link 2026-02-12T16:50Z [---] followers, [--] engagements

"@evrgn11112231 Well ok but then u also wouldve wished u held off buying and owned it from lower. & Price doesnt dictate story agreed but it does dictate returns. Curious. what do u like so much about it Maybe u have a differentiated view I havent heard / seen"
X Link 2026-02-12T17:12Z [---] followers, [----] engagements

"Right but not being able to time a bottom doesnt make it better for the stock to go lower unless the point is ur going to make it large enough of a position then to make up for the extra drawdown and then some. Also agreed its dependent on duration. All the best man. I think there are better longs in the market with less terminal risk where data is inflecting. But Perhaps ur right. https://twitter.com/i/web/status/2021999020890017795 https://twitter.com/i/web/status/2021999020890017795"
X Link 2026-02-12T17:25Z [---] followers, [----] engagements

"$fsly +80% today on commons. have mercy U DONT HAVE TO BE A SAVIOR BUY INFLECTING BUSINESSES $fsly interesting. print tonight traded back down to last earnings beat in nov HF ownership is up to 12% (highest in last [--] years). still not cheap by any means i know its not as well situated as net but still should see usage upticks in the base business $fsly interesting. print tonight traded back down to last earnings beat in nov HF ownership is up to 12% (highest in last [--] years). still not cheap by any means i know its not as well situated as net but still should see usage upticks in the base"
X Link 2026-02-12T17:40Z [---] followers, [---] engagements

"$frog into the print. i also have this sneaking suspicion that $roku will really perform well. roku is getting slaughtered along with all adtech names. if they can guide to $5.5bn in topline next year u get a slight reaccel on topline and multiple probably gets rerated. ill be short $yelp. i dont think u get the data deals people are hoping for and the core biz probably not doing enough to convince anybody to rerate. https://twitter.com/i/web/status/2022040886645870918 https://twitter.com/i/web/status/2022040886645870918"
X Link 2026-02-12T20:11Z [---] followers, [----] engagements

"hope u did too brother @sj_xxxxxxx too crowded on those #s. ROKU was the better long . hindsight 2020"
X Link 2026-02-12T21:13Z [---] followers, [--] engagements

"@sj_xxxxxxx positioning here was the difference imo. $fsly was left for dead basically. underfollowed nobody talking about. $frog was the opposite unfortunately"
X Link 2026-02-12T21:14Z [---] followers, [---] engagements

"$amkr block --- Issuer: Amkor Technology Inc. Ticker: AMKR / NASDAQ Security Type: COMMON STOCK Size of Offering: [--------] shares plus a greenshoe of [-------] shares (100% Secondary) Re-Offer Range: $48.75 - Market Anticipated Pricing Date: February [--] [----] (Post-Close) Settlement Date: February [--] [----] (T+2) Sole Bookrunner: Goldman Sachs & Co. LLC Syndicate Trading Manager: Goldman Sachs & Co. LLC Settlement Agent: Goldman Sachs & Co. LLC Issuer Description: Amkor is the worlds largest U.S. headquartered OSAT and is a global leader in outsourced semiconductor packaging and test services."
X Link 2026-02-12T21:27Z [---] followers, [---] engagements

"Ahh had it since late Thanksgiving if memeory serves so didnt just launch but still. They also dont have their own model fwiw they use all the big names simultaneously. It finally happened The Bloomberg Terminal just dropped its own LLM: Bloomberg just launched AskBGO its very own in-house Ai agent. This chatbot assists users navigate massive high-quality and proprietary dataset that is extremely expensive and practically out of reach: https://t.co/KpsF2N69MS It finally happened The Bloomberg Terminal just dropped its own LLM: Bloomberg just launched AskBGO its very own in-house Ai agent."
X Link 2026-02-12T21:55Z [---] followers, [---] engagements

"@boogyman61too Hf = hedge fund A bunch of different types of funds own stocks but it can be useful to see how much of the float (accessible shares outstanding) are owned by hedge funds Hope that helps. If not lmk and Ill try to be more clear"
X Link 2026-02-12T22:03Z [---] followers, [--] engagements

"anyone gotta polymarket invite code"
X Link 2026-02-12T23:26Z [---] followers, [---] engagements

"the best investor i ever have worked with had a strong sense of "i have no clue" and "u dont fucking know that" and i think those have been the [--] phrases that echo in my mind the most when evaluating a given name. guy fucking killed it"
X Link 2026-02-13T14:30Z [---] followers, [--] engagements

"i feel pretty confident they fade this $rddt move but no pos"
X Link 2026-02-13T14:32Z [---] followers, [---] engagements

"@taobanker how do u feel about it i get that its cheap but i think too much terminal risk in a market that is unwilling to reward companies that have real headwinds unless they substantially outperform expectations"
X Link 2026-02-13T15:54Z [---] followers, [--] engagements

"@premocollectoor there's a reason ur a legend theta . ur a good man"
X Link 2026-02-13T20:38Z [---] followers, [--] engagements

"@n0th0stl3tk0v3r Ssstein stuff is sick Might like -Les tien -our legacy -casa Atlantic Among others"
X Link 2026-02-14T21:13Z [---] followers, [---] engagements

"@taobanker Chart looks bueno - I have no view on the quarter tho still priced for death as we have discussed. No factor / terminal risk unlike 3/4 of the names I look at"
X Link 2026-02-15T20:45Z [---] followers, [--] engagements

"I know this is a fucking moronic take but pretty sure u can compound at 1% daily on polymarket Only challenge is liquidity imo"
X Link 2026-02-13T03:09Z [---] followers, [--] engagements

"i give u $fsly and $roku back to back days but we got the masses here talking about that they buy $pins $spgi $mco etc and hope it goes lower. BUY INFLECTING BUSINESSES (and dont hope they go lower)"
X Link 2026-02-13T13:47Z [---] followers, [---] engagements

"ok up another 5% today . word is Gabe just took a 5% position personally. +11% today a fraction of the ytd performance. up 50% since i started buying in the last [--] days +11% today a fraction of the ytd performance. up 50% since i started buying in the last [--] days"
X Link 2026-02-13T14:42Z [---] followers, [--] engagements

"im long a certain watch company. catalyst next week"
X Link 2026-02-13T16:57Z [---] followers, [--] engagements

"here's the issue with software imo the terminal value in these business was derived from (in no specific order) 1) pricing power 2) durable growth 3) recurring revenue 4) low growth capex 5) buy build assumption 6) switching costs 7) consistency of margins all of these are less certain / beneficial than they were previously and there are no obvious answers yet. was going to write something more detailed but maybe for another day. tonight getting too busy. https://twitter.com/i/web/status/2023180873563058356 https://twitter.com/i/web/status/2023180873563058356"
X Link 2026-02-15T23:41Z [---] followers, [--] engagements

"+11% today a fraction of the ytd performance. up 50% since i started buying in the last [--] days spoke with ceo of a public consumer biz yday that's trading 1x this year revenue growing over 100% yoy minimal cash burn. 50% of their ev in cash. anybody interested well known pm just took a 5% position personally. expect a few new ss initiations over the next few days. spoke with ceo of a public consumer biz yday that's trading 1x this year revenue growing over 100% yoy minimal cash burn. 50% of their ev in cash. anybody interested well known pm just took a 5% position personally. expect a few"
X Link 2026-02-09T19:35Z [---] followers, [---] engagements

"well we went from -5% to -9% in a heartbeat there"
X Link 2026-02-13T14:51Z [---] followers, [--] engagements

"the average fwd p/e on the $igv is still 30x (unweighted)"
X Link 2026-02-13T15:03Z [---] followers, [--] engagements

"what happens with wix lowers guidance to [----] next week "
X Link 2026-02-13T17:03Z [---] followers, [--] engagements

"every 2nd person i see on here wants to own $rddt . why"
X Link 2026-02-13T18:45Z [---] followers, [---] engagements

"i was long $rddt into 2q print i took it off around [---]. i got long again at [---] for the 3q print sold it near the start of the year in the mid 220s. i do not own it now do not want to own it and the people on here make me want to short it"
X Link 2026-02-13T20:41Z [---] followers, [---] engagements

"how tf could u try to own $dkng or $fltr here serious q. unless u have a thesis that includes prediction markets getting completely displaced via regulatory changes how do these companies ever make money again u now have to compete with kalshi robinhood and polymarket . marketing expenses reaccel / operating leverage falls apart they compete in markets u cant yet and they can offer superior spreads because they are match maker more than risk taker. https://twitter.com/i/web/status/2023143696158388695 https://twitter.com/i/web/status/2023143696158388695"
X Link 2026-02-15T21:13Z [---] followers, [---] engagements

"yes - this is true from my experience as well. been short staying short. Alex Karp of Palantir seems excessively concerned with analysts who criticize his company and his stock price. In my years of experience sitting across from CEOs the good ones manage their business with the understanding that the stock price will eventually take care of itself. Alex Karp of Palantir seems excessively concerned with analysts who criticize his company and his stock price. In my years of experience sitting across from CEOs the good ones manage their business with the understanding that the stock price will"
X Link 2026-02-16T19:11Z [---] followers, [--] engagements

"$yelp should be / will be down more"
X Link 2026-02-13T14:44Z [---] followers, [---] engagements

"@blueprintsmb22 @DeepIceValue This is an intelligent take imo. Agree with op that amzn feels cheap but ur right on no catalyst. The capex spend is too much of an overhang without obvious roic"
X Link 2026-02-14T20:09Z [---] followers, [---] engagements

"$ups offering 30k drivers $150k to quit. They offered $1800 / year of service like [--] months ago with $10k minimum. wow"
X Link 2026-02-16T18:38Z [---] followers, [--] engagements

"financial models are a tool not an algorithm of truth . all these ai fin models will speed things up but it'll still require the person prompting to understand the business model very well. just ask the sell side"
X Link 2026-02-16T21:51Z [---] followers, [--] engagements

"Nike CEO did an interview on bbg where he said that investors definitely believe in what he is doing because "look at the stock price over the last [--] months" fuck i want elliott to succeed but fuck the stock is down 30% over that period. what a tone deaf answer $nke"
X Link 2026-02-16T22:05Z [---] followers, [---] engagements

"said he's getting calls on converse not interested in selling. feels like he might be interested in selling. Nike CEO did an interview on bbg where he said that investors definitely believe in what he is doing because "look at the stock price over the last [--] months" fuck i want elliott to succeed but fuck the stock is down 30% over that period. what a tone deaf answer $nke Nike CEO did an interview on bbg where he said that investors definitely believe in what he is doing because "look at the stock price over the last [--] months" fuck i want elliott to succeed but fuck the stock is down 30%"
X Link 2026-02-16T22:24Z [---] followers, [--] engagements

"u can buy $dhi here"
X Link 2026-01-20T18:17Z [---] followers, [--] engagements

"$nvda concern should margin (incremental cost of production) not the bbk. the $wbd deal makes sense imo. ur buying the company for 10x post synergy ebitda. they need to make sure they can pull this off or that gets ugly. but lets talk operating margin"
X Link 2026-01-20T21:57Z [---] followers, [---] engagements

"$nflx main concerns coming into the print (imo) were content costs alongside general margin trend $wbd sustained growth opportunities. the 34bps of incremental content costs in 1Q are relevant but not a game changer imo with valuation where it is today. the rest is driven by [--] time acqu related expenses ($275m over the fy). should note that the remaining amt on the buyback was $7.8bn (89m shares). cancelled remainder to fund the $wbd deal. this is what happens when u switch from cash and stock to cash only deal. tbd on what the syndication looks like on the newly revised bridge loan & implied"
X Link 2026-01-20T22:51Z [---] followers, [---] engagements

"Going to buy the shit outta $acme if we get close to 40"
X Link 2026-01-22T15:21Z [---] followers, [--] engagements

"$skm is a $12bn co [--] days ago. they have a small piece of anthropic (30bps) thats worth slightly over a billion on recent raise ($350bn valuation) . the stock is now up 50% since the mkt uncovered that. 10% in tangible value getting a 5x premium vs. NAV. thats this mkt for u. even if u factor in the dividend being supposedly reestablished thats 7% i/y. https://twitter.com/i/web/status/2016228880663617935 https://twitter.com/i/web/status/2016228880663617935"
X Link 2026-01-27T19:16Z [---] followers, [---] engagements

"@PythiaR Eh sw multiple compression didnt seem to hit AVGO really. And they have some idio issues with China on the software side + losing margin on asics vs historical biz U might be right but not a slam dunk to me"
X Link 2026-01-27T19:27Z [---] followers, [---] engagements

"@compound248 yea pt taken but biz reaccelerating topline in [----] balance sheet is fine (esp. with new opex savings) A tier gross margins and only has to survive for [--] more yrs with new savings and existing fcf generation to get paid back and anything further is a free upside"
X Link 2026-01-27T21:49Z [---] followers, [---] engagements

"@compound248 got u. yea think ur prob right data seems to suggest that at least. will be interesting to see how mkt reacts to some of these ice cube style businesses cutting headcount. similar news today for pins got sold obv. interesting dynamic"
X Link 2026-01-28T01:54Z [---] followers, [--] engagements

"@blue_chip1 Isnt it well known that drive time finances the loans Drive time is financed by the appreciated CVNA stock price. I dont think theyre cooking the books but its absolutely a Ponzi scheme"
X Link 2026-01-28T04:09Z [---] followers, [---] engagements

"indeed $nxt is big winner as expected EARNINGS (1/27 - 1/30): a few days ahead but sharing collection of names im aware of for earnings next week. i dont track them all closely ofc but try to pick up datapoints / trends / etc. nothing in my wheelhouse on mon. $stx skh $sndk samsung $asml $lrcx $txn $umc https://t.co/CvImpjjPcZ EARNINGS (1/27 - 1/30): a few days ahead but sharing collection of names im aware of for earnings next week. i dont track them all closely ofc but try to pick up datapoints / trends / etc. nothing in my wheelhouse on mon. $stx skh $sndk samsung $asml $lrcx $txn $umc"
X Link 2026-01-28T15:34Z [---] followers, [--] engagements

"$rblx is down 50% vs 52wk highs btig piper db jef all cut price in the last [--] weeks --- positioning intimates not much left to the downside unless #s fall out The age verification rollout hasn't had the feared impact based on data im seeing. the sequential declines in engagement are much lower than prior years (although off more mature base so makes some sense) and monetization looks strong on relative basis as well. Per jpm data first week in recent memory where YoY trends did not moderate. Likely due to new title release "Escape Tsunami for Brainrots." 256m visits as of Jan [--] (created Dec"
X Link 2026-01-28T16:53Z [---] followers, [--] engagements

"@psychikmoksha @Crussian17 i take the other side of that. curious how many 20-30 yr women are u including when asking friends / family"
X Link 2026-01-28T17:15Z [---] followers, [--] engagements

"realized that some aren't aware of the DriveTime ("DT") / $cvna relationship so going to spell it out quick CVNA was founded as a subsidiary of DT and was spun out in Nov [----]. DT ceo is CVNA ceo's dad (ernie jr and ernie iii respectively) DT via its affiliate Bridgecrest is the loan servicer for CVNA's debt. CVNA pays 1% for prime loans 2.5% for subprime. The family ties make for a super weird dynamic but its not totally dissimilar from what u see with $crwv / $nvda $msft / oai $amzn / anthropic etc. obviously the circularity makes for a compounding issue. if u ever feel like the financing"
X Link 2026-01-28T17:45Z [---] followers, [---] engagements

"ppl didn't know capex was going to be higher u didnt see price of inputs ill buy the giveback"
X Link 2026-01-28T21:07Z [---] followers, [--] engagements

"Somebody gotta limit buy at [---] on $msft"
X Link 2026-01-28T23:02Z [---] followers, [---] engagements

"my base case is topline growth moderates to basically gdp over the next 3-4 years with a bull case that is a few pp above. but the thing is i really only need the business to survive about [--] more years to get paid back on my investment or have a terminal value that implies its distribution to 600m MAUs is worth something. not that many platforms can claim that number. comp that to 10x anthropic at current (i know they monetize at a way higher rate have greater stickiness and long runway for growth -- but think about how many people that is and how valuable the eyeballs are to advertisers)."
X Link 2026-01-28T23:37Z [---] followers, [--] engagements

"i buy the shit outta the neoclouds right here. $iren $crwv"
X Link 2026-01-29T15:48Z [---] followers, [---] engagements

"@Citrini7 brother im disappointed u just got on empower. but yea the monthly fee is also insanely cheap ($30/week) for the drivers. Start asking ur drivers. they'll give u details on the biz model. Despite the px being 50% of $uber $lyft drivers make more on the ride"
X Link 2026-02-02T18:01Z [---] followers, [----] engagements

"u know $pltr and anthopic are worth the same right now"
X Link 2026-02-03T20:07Z [---] followers, [--] engagements

"spoke with a friend today who is investing in spacex/xai post-merger but pre-ipo and the whole thesis is on elon getting approval to do space based data centers. how tf can u make that investment expect based on the expectation of a greater idiot"
X Link 2026-02-08T23:39Z [---] followers, [--] engagements

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