@riceforthought Avatar @riceforthought Market Participant

Market Participant posts on X about ai, $good, $cvgw, ceo 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 38.89% finance 17.59% technology brands 8.33% cryptocurrencies 4.63% financial services 2.78% countries 1.85% currencies 0.93%

Social topic influence ai 4.63%, $good #15, $cvgw 2.78%, ceo 2.78%, $gtlb 2.78%, $wday #99, business 2.78%, $trip 2.78%, goldman sachs #468, inflation 2.78%

Top accounts mentioned or mentioned by @taobanker @aggiecapitalist @mrmojorisinx @stockthoughts81 @yieldsearcher @sammythenose @bobeunlimited @recoverytrade @mrneutralman @irbezek @convexitycowboy @tdarling1 @teddygambino @ibladesi @boxlongs @mayhem4markets @goldmansachs @sfarringtonbkc @glbeaty @cedarstresearch

Top assets mentioned GitLab Inc. (GTLB) Workday Inc (WDAY) TripAdvisor, Inc. (TRIP) Goldman Sachs (GS) Brookfield Corporation (BN) Dole, plc (DOLE) Church & Dwight Co., Inc. (CHD) Procter & Gamble (PG) Matador Resources, Co. (MTDR) Trimble Inc (TRMB) DigitalBridge Group, Inc. (DBRG) Qiagen NV (QGEN) Rayonier Inc. (RYN) HP Inc (HPQ) Mission Produce, Inc. (AVO) AMC Entertainment Holdings, Inc. (AMC) Sleepless AI (AI) Msci Inc (MSCI) Evolent Health, Inc Class A Common Stock (EVH) TERADATA CORPORATION (TDC) Alphabet Inc Class A (GOOGL) MNTN, Inc. (MNTN) Q2 Holdings Inc (QTWO) Alkami Technology, Inc. (ALKT) NCINO, Inc. (NCNO) Avanos Medical, Inc. (AVNS) Oracle Corporation (ORCL) BBB Foods Inc. (TBBB) CH Robinson Worldwide Inc (CHRW) Twilio, Inc. (TWLO) Band Protocol (BAND) Paragon 28, Inc. (FNA) Zimmer Biomet Holdings Inc (ZBH) Enovis Corporation (ENOV) Treace Medical Concepts, Inc. (TMCI) Ramaco Resources, Inc. Common Stock (METC)

Top Social Posts

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

"Taking some 🔥 as well. Memory issues via Lenovo well known. $HPQ has been stockpiling. Be careful shorts. Our $HPQ is hit a bit today because Lenovo warned it's being hurt by the memory shortage. We bought $HPQ last month in the high $19s (I posted it here) because that shortage is for "6 months" not "6 years." Meanwhile the stock is @ 7x its LOWEST EPS estimate with a 6% dividend. Our $HPQ is hit a bit today because Lenovo warned it's being hurt by the memory shortage. We bought $HPQ last month in the high $19s (I posted it here) because that shortage is for "6 months" not "6 years.""
X Link 2026-02-12T18:24Z [---] followers, [---] engagements

"@RecoveryTrade No it's not. $PKST started their journey divesting office from around 70/30 mix resulting in a premium takeout from Brookfield $BN. Currently $GOOD sits at the opposite 30/70. We are getting close Perhaps it's worth taking a deeper look"
X Link 2026-02-14T05:54Z [---] followers, [--] engagements

"Quick n dirty comps on $CVGW. Estimates have it as the faster grower. $DOLE"
X Link 2025-10-18T23:35Z [---] followers, [---] engagements

"I can not look at staples and agree with management paying 6x sales at 16x ebitda for a HAND SANITIZER brand. so many peak multiple purchases by these Majors (Eg Dollar Shaving Club by P&G). $PG $CHD $XLP"
X Link 2025-12-10T04:41Z [---] followers, [---] engagements

"Is this a [--] (gut says no but might take [--] year) $zlab @Bio_youtuber well. this is bad miss. huge miss. annual forecast reduced hugely downward too. China sales is really struggling. but 850M cash. lot of pipeline to like. still positive longer term. will enter today for sure. but man they suck at managing/executing and delivering @Bio_youtuber well. this is bad miss. huge miss. annual forecast reduced hugely downward too. China sales is really struggling. but 850M cash. lot of pipeline to like. still positive longer term. will enter today for sure. but man they suck at managing/executing and"
X Link 2025-12-11T22:29Z [---] followers, [---] engagements

"$CVGW Not bad Lindeman coming in mid Nov for a juicy 35% return in [--] months or 258% annualized Here's the timeline below: 6/25/25 - Receives $32 buyout offer 12/8/25 - Board kicks out CEO 1/14/26 - $AVO acquires $CVGW $27 at 11x EBIT CY26e but 14x trailing EBIT Quick n dirty comps on $CVGW. Estimates have it as the faster grower. $DOLE https://t.co/VUoav9bYyO Quick n dirty comps on $CVGW. Estimates have it as the faster grower. $DOLE https://t.co/VUoav9bYyO"
X Link 2026-01-15T06:43Z [---] followers, [---] engagements

"@stockthoughts81 Here's one https://www.starboardvalue.com/wp-content/uploads/2025_Active-Passive_Investor_Summit_-_Tripadvisor_Inc.pdf https://www.starboardvalue.com/wp-content/uploads/2025_Active-Passive_Investor_Summit_-_Tripadvisor_Inc.pdf"
X Link 2026-01-30T04:54Z [---] followers, [----] engagements

"@Mr_Neutral_Man @kingdomcapadv $AMC had the right idea wrong execution https://investor.amctheatres.com/news-events/press-releases/detail/408/amc-entertainment-holdings-inc-transfers-the-majority-of-its-equity-investment-in-hycroft-mining-holding-corporation-to-sprott-mining-for-a-net-consideration-of-24-1-million https://investor.amctheatres.com/news-events/press-releases/detail/408/amc-entertainment-holdings-inc-transfers-the-majority-of-its-equity-investment-in-hycroft-mining-holding-corporation-to-sprott-mining-for-a-net-consideration-of-24-1-million"
X Link 2026-01-31T03:07Z [---] followers, [---] engagements

"Software Precedent Comps from GS Tech M&S '26 Report $IGV $AI"
X Link 2026-01-31T22:36Z [---] followers, [----] engagements

"@taobanker @irbezek looks like $MSCI is outperforming a bit"
X Link 2026-02-02T17:57Z [---] followers, [---] engagements

"I'm seeing $gtlb rumors swirl on my Timeline again"
X Link 2026-02-05T17:35Z [---] followers, [---] engagements

"@The_StockDoc @jablamsky Any experience with Evolent Health $EVH"
X Link 2026-02-06T22:21Z [---] followers, [--] engagements

"@ConvexityCowboy @walt373 How about TIPS @JorgeCalderonMx TIPS are interesting if we are peaking in real terms. @JorgeCalderonMx TIPS are interesting if we are peaking in real terms"
X Link 2026-02-06T22:39Z [---] followers, [--] engagements

"@BenKizemchuk @DannyDayan5 @FreightAlley yes to Ben. Truckers havent rationalized their fleets. Still stuck in overcapacity. Temporary displaced drivers will ask their cousin/family members to pass the English test and rates will drop"
X Link 2026-02-07T16:53Z [---] followers, [---] engagements

"@tdarling1 @yieldsearcher @CryptoNobler Okay we agree to disagree. I don't think we need a bad print bc sentiment is already in the dumps but we shall see. I don't believe a lot of people caught the Waller rebuttal AND Daly came out late Friday with these giving the doves a slight majority IMO. https://www.reuters.com/business/feds-daly-says-outlook-feels-precarious-2026-02-06/ https://www.reuters.com/business/feds-daly-says-outlook-feels-precarious-2026-02-06/"
X Link 2026-02-07T21:09Z [---] followers, [--] engagements

"@Sammy_the_Nose Took a look at $MTDR and their assets look good incl San Mateo. seems like ppl here aren't a fan of Joe"
X Link 2026-02-07T21:38Z [---] followers, [--] engagements

"@Sammy_the_Nose yes"
X Link 2026-02-07T23:36Z [---] followers, [--] engagements

"@MRatable nice $TDC"
X Link 2026-02-08T02:11Z [---] followers, [---] engagements

"@Sammy_the_Nose I honestly spent [--] minutes on them and bought a tracker bc of their assets. It seems like most of the issues stem out of the C-suite/CEO (CFO replaced 5x). Yes to the high capex missing eps and acquisitions. Heres what grok said and the link https://x.com/nicequarterguys/status/1974869704780190191s=46&t=a97Djt0noLu6d2WVKRuJGQ Why has $MTDR had [--] different CFOs in [--] years https://t.co/g0fkrgK1NA https://x.com/nicequarterguys/status/1974869704780190191s=46&t=a97Djt0noLu6d2WVKRuJGQ Why has $MTDR had [--] different CFOs in [--] years https://t.co/g0fkrgK1NA"
X Link 2026-02-08T15:41Z [---] followers, [---] engagements

"@midwit_capital Did you see Google release Antigravity Their own IDE competitor to Gitlab $GTLB"
X Link 2026-02-08T15:52Z [---] followers, [---] engagements

"@R_and_Invest $mntn up"
X Link 2026-02-10T21:41Z [---] followers, [---] engagements

"@eddiebird69 @west4thstreet Any survivors $ncno $qtwo $alkt"
X Link 2026-02-11T01:34Z [---] followers, [---] engagements

"@yieldsearcher CPI should print hot. Lots of data suggesting yields bottom couple months after rates pauses. Bond bulls are screwed IMO. Next window in April"
X Link 2026-02-11T14:05Z [---] followers, [---] engagements

"@TeddyGambino Sad thing to see esp as he ages grow a backbone already"
X Link 2026-02-11T14:07Z [---] followers, [--] engagements

"@iBladesi heard it's coming for healthcare IT next"
X Link 2026-02-12T16:39Z [---] followers, [--] engagements

"@taobanker $WDAY"
X Link 2026-02-13T22:32Z [---] followers, [--] engagements

"@sv_techie Agreed but there's a lot of opex to chop (path to 30% margins) and the recent 2b+() spent on acquisitions are super questionable. Bhusri needs to accelerate growth and market share - tbd. But I like the business"
X Link 2026-02-14T09:19Z [---] followers, [--] engagements

"@LTVcapital Late but $AVNS breaking out"
X Link 2026-02-06T22:26Z [---] followers, [--] engagements

"What's $GOOD @dividends_reit One of the lesser know and better performing reits through the cycle although the nearly 100% payout ratio puts $GOOD dividend at risk as debts are refinanced at higher rates @dividends_reit One of the lesser know and better performing reits through the cycle although the nearly 100% payout ratio puts $GOOD dividend at risk as debts are refinanced at higher rates"
X Link 2026-02-14T00:02Z [---] followers, [---] engagements

"You're telling me there's a chance $TRIP #buyunder https://www.starboardvalue.com/wp-content/uploads/2025_Active-Passive_Investor_Summit_-_Tripadvisor_Inc.pdf Starboard on the corporate structure at $TRIP and the potential value of [--] pieces. Finally at liberty to sell Viator. Maybe shareholders can finally get a good experience https://t.co/wEQlyNxuBJ https://www.starboardvalue.com/wp-content/uploads/2025_Active-Passive_Investor_Summit_-_Tripadvisor_Inc.pdf Starboard on the corporate structure at $TRIP and the potential value of [--] pieces. Finally at liberty to sell Viator. Maybe shareholders"
X Link 2026-01-30T02:01Z [---] followers, [---] engagements

"CRM SAP ORCL MSFT PAYX WDAY ADP PAYC NOW MDB ESTC SNOW CFLT TEAM TDC What am I missing Check out where Systems of Recoard sit in this diagram from @OpenAI Frontier. At least [--] if not [--] layers of context and intelligence sit between them and the end business application. It's one of the clearest representations of how AI companies plan to build next-gen systems https://t.co/HycoO4iAdf Check out where Systems of Recoard sit in this diagram from @OpenAI Frontier. At least [--] if not [--] layers of context and intelligence sit between them and the end business application. It's one of the clearest"
X Link 2026-02-07T21:20Z [---] followers, [---] engagements

"Here's what it said about $GTLB"
X Link 2026-02-07T21:23Z [---] followers, [---] engagements

"$TRMB 4Q25 Anyone ever look into Trimble $TRMB Growth has been flat in recent years but under the hood they've been making quite a few divestitures distorting #'s. The company is mostly software with some instruments/hardware so probably getting pulled down by ongoing SaaS sell off. https://t.co/EMFDLmiNSB Anyone ever look into Trimble $TRMB Growth has been flat in recent years but under the hood they've been making quite a few divestitures distorting #'s. The company is mostly software with some instruments/hardware so probably getting pulled down by ongoing SaaS sell off."
X Link 2026-02-08T03:47Z [---] followers, [---] engagements

"@MrMojoRisinX $trmb upcoming proxy post ER for your consideration Master"
X Link 2026-02-08T04:29Z [---] followers, [--] engagements

"@MrMojoRisinX"
X Link 2026-02-08T08:26Z [---] followers, [--] engagements

"Congrats to Hatoum of $TBBB. What a goat"
X Link 2026-02-08T21:19Z [---] followers, [---] engagements

"Eschenbach out Bhusri returns to $WDAY. Always thought Carl was a tool good riddance Workday $WDAY Announces CEO Transition as Co-Founder Aneel Bhusri Returns to Lead the Company's Next Chapter"
X Link 2026-02-09T14:04Z [---] followers, [---] engagements

"When did the market decide to listen to this hack #NFP #TLT #CPI Peter Navarro: "The jobs report comes out tomorrow. We have to revise our expectations down significantly for what a monthly job number should look like . Wall Street has to adjust for the fact that we're deporting millions of illegals out of the job market." https://t.co/eat5SG59Px Peter Navarro: "The jobs report comes out tomorrow. We have to revise our expectations down significantly for what a monthly job number should look like . Wall Street has to adjust for the fact that we're deporting millions of illegals out of the job"
X Link 2026-02-11T14:00Z [---] followers, [---] engagements

"US Change in Nonfarm Payrolls Jan: 130k (est 65K; prev 50K; prev R 48K) - Unemployment Rate: 4.3% (est 4.4%; prev 4.4%) - Avg Hourly Earnings (M/M): 0.4% (est 0.3%; prev 0.3%; prev R 0.1%) - Avg Hourly Earnings (Y/Y): 3.7% (est 3.7%; prev 3.8%)"
X Link 2026-02-11T14:01Z [---] followers, [--] engagements

"RT @MrMojoRisinX: What stage"
X Link 2026-02-11T14:53Z [---] followers, [--] engagements

"@taobanker Things not going well for $trip hah"
X Link 2026-02-12T15:07Z [---] followers, [---] engagements

"RT @CiovaccoCapital: Applies to current market: "The most important quality for an investor is temperament not intellect. You need a temp"
X Link 2026-02-13T00:19Z [---] followers, [--] engagements

"@eliant_capital @peonyKingOF Yall realize RIME caused the freight brokers to dip yday $chrw 😂 read the paper but forgot to press buy woops"
X Link 2026-02-13T22:20Z [---] followers, [---] engagements

"comps $good against $pkst lol"
X Link 2026-02-14T00:55Z [---] followers, [--] engagements

"@BoxLongs $BAND has some convo AI as well but seems like $TWLO is the winner so far"
X Link 2026-02-14T20:02Z [---] followers, [---] engagements

"If you're lagging YTD and had a stellar 25' this is for you. The results are in. Size does matter. New post on the psychology of position sizing. Why it matters more than your entry your thesis or your stop. Free to read. https://t.co/V99o36b0SO The results are in. Size does matter. New post on the psychology of position sizing. Why it matters more than your entry your thesis or your stop. Free to read. https://t.co/V99o36b0SO"
X Link 2026-02-15T17:22Z [---] followers, [--] engagements

"@taobanker Dont forget to rebuy LOVE"
X Link 2026-02-15T19:45Z [---] followers, [--] engagements

"@Mr_Neutral_Man I only see Piper as its coverage. I think Marquee is making a top down call. Goldman Sachs Marquee is a digital platform providing institutional investors access to investment insights analytics and trading capabilities"
X Link 2026-01-14T17:14Z [---] followers, [---] engagements

"@AggieCapitalist @Mayhem4Markets @GoldmanSachs look at [---] not 519"
X Link 2026-02-14T20:12Z [---] followers, [--] engagements

"@AggieCapitalist @Mayhem4Markets @GoldmanSachs alas another victim falls to chart crime"
X Link 2026-02-14T20:30Z [---] followers, [--] engagements

"@Mona_Trades what's good"
X Link 2026-02-15T22:31Z [---] followers, [--] engagements

"Should $DBRG Digitalbridge be taken private CEO Ganzi has mentioned how private multiples are at least 2x public comps. Maybe a full take private by IFM Yes No Yes No"
X Link 2024-08-20T22:48Z [---] followers, [----] engagements

"$QGEN volume spike news"
X Link 2024-11-20T18:41Z [---] followers, [---] engagements

"M&A off to a banger in 25' $ZBH $FNA Zimmer Biomet To Acquire Paragon [--] For Upfront Payment Of $13.00 Per Share In Cash Corresponding To An Equity Value Of $1.1B And Enterprise Value Of $1.2B Sold $fna overnight swing foot&ankle is an interesting ortho subsector that should grow in [--] keep an eye on it $enov $tmci $zbh Sold $fna overnight swing foot&ankle is an interesting ortho subsector that should grow in [--] keep an eye on it $enov $tmci $zbh"
X Link 2025-01-29T03:15Z [---] followers, [---] engagements

"$METC $METCB Poor little $METCB Ramaco created it to trade at a premium (Royalty structure rapid yield growth potential) But it gets left behind by $METC as flows chase WSJ article https://t.co/lXoJu7mDEj Poor little $METCB Ramaco created it to trade at a premium (Royalty structure rapid yield growth potential) But it gets left behind by $METC as flows chase WSJ article https://t.co/lXoJu7mDEj"
X Link 2025-07-16T02:06Z [---] followers, [---] engagements

"Calavo Growers received a $32 proposed take-private offer and it's now trading at $24. CVGW Re-grew my pos'n in $CVGW after a disappointing Q due to 1x items. Actually EPS hit my # as real gross margin was awesome and costs were cut big - both to continue. As rev growth resumes EPS should rocket. I believe it's worth $43 +60%. Plus a likely buyout $32 still looms. Re-grew my pos'n in $CVGW after a disappointing Q due to 1x items. Actually EPS hit my # as real gross margin was awesome and costs were cut big - both to continue. As rev growth resumes EPS should rocket. I believe it's worth $43"
X Link 2025-10-18T18:25Z [---] followers, [---] engagements

"Is $HAE back under sights after $GRFS $BN break-up Trading at adj 26e PE 10x 3-4x discount to peers and kept FY guide. Some management issues here but market share is intact"
X Link 2025-10-21T05:49Z [---] followers, [---] engagements

"closed $FDP at gap close [----] trading at book but I believe it deserves a discount as there are quite some headwinds appearing on the https://x.com/Finsee_main/status/1983480094879359363 $FDP earnings: Strategic Shifts Obscure Severe Operational Headwinds in Q3 A quarter of significant strategic change with the company divesting its Mann Packing business and exiting underperforming banana farms. While these are positive long-term steps to improve the margin https://t.co/UfY59UDDBY https://x.com/Finsee_main/status/1983480094879359363 $FDP earnings: Strategic Shifts Obscure Severe Operational"
X Link 2025-10-29T15:56Z [---] followers, [---] engagements

"$FDP worse quarter than appears. Margin compression in multiple segments and their Adjusted numbers are for goodwill and a divesture"
X Link 2025-10-29T22:40Z [---] followers, [---] engagements

"This the same Dan_TMT who shorts $SATS aka then $DISH at the bottom and is now bullish LEO hmm $ASTS @spacanpanman @spacemobjedi @m_MTG63 @DefinitionsNew Frankly if $ASTS is wildly successful $IRDM's spectrum would then be a good target for them for more capacity and global coverage. @spacanpanman @spacemobjedi @m_MTG63 @DefinitionsNew Frankly if $ASTS is wildly successful $IRDM's spectrum would then be a good target for them for more capacity and global coverage"
X Link 2025-11-11T01:33Z [---] followers, [---] engagements

"$aesi -50% off since July so [--] months ago aha It's good they finally cut the divi"
X Link 2025-11-15T03:05Z [---] followers, [---] engagements

"@SFarringtonBKC @glbeaty LSEA acquired and market hates BZH bc this discount has existed forever (past [--] years). Any other builders you like not behind a paywall Thx"
X Link 2025-11-15T15:42Z [---] followers, [--] engagements

"@SFarringtonBKC @glbeaty These are ARG ADRs Im not that familiar. Building products are another way but a lot of the majors are focused on paying down debts $oc $lpx $bcc"
X Link 2025-11-15T15:52Z [---] followers, [---] engagements

"@acidinvestments @Twasluck1 oln wlk hun ash lyb"
X Link 2025-11-27T06:55Z [---] followers, [---] engagements

"@stockgutter @taobanker @Schwab Lol they restricted me from buying $THRY and that was a good thing😂"
X Link 2025-12-13T14:42Z [---] followers, [---] engagements

"@BarbarianCap $RYN just snapped up $PCH and nobody is talking about it"
X Link 2025-12-18T02:56Z [---] followers, [---] engagements

"$BMRN for $FOLD at 8x TTM Sales or 5x 800M FY27e. oh my we're so back $FOLD $BMRN to acquire $FOLD $4.8B $14.50/share 33% premium to close $BMRN continuing to be acquisitive after $INZY the would-be-bought continues to be the buyer $xbi https://t.co/eYedooSRQd $FOLD $BMRN to acquire $FOLD $4.8B $14.50/share 33% premium to close $BMRN continuing to be acquisitive after $INZY the would-be-bought continues to be the buyer $xbi https://t.co/eYedooSRQd"
X Link 2025-12-20T04:12Z [---] followers, [---] engagements

"Happy New Year to my PMs Kwants and ANALysts"
X Link 2026-01-01T19:28Z [---] followers, [--] engagements

"SW nerds out here strong tonight defending their point of existence. Nice"
X Link 2026-01-03T05:20Z [---] followers, [--] engagements

"RT @conksresearch: maduro news has no impact on USD dominance china won't do shit against taiwan in response petrodollar isn't a thing and"
X Link 2026-01-04T02:49Z [---] followers, [--] engagements

"@BoxLongs This vs $BL stay public after rejecting $SAP offer"
X Link 2026-01-06T22:18Z [---] followers, [--] engagements

"@aresearchguy @irbezek @retaox yeah beats these guys $CHD https://x.com/riceforthought/status/1998614045835067687 I can not look at staples and agree with management paying 6x sales at 16x ebitda for a HAND SANITIZER brand. so many peak multiple purchases by these Majors (Eg Dollar Shaving Club by P&G). $PG $CHD $XLP https://t.co/Huf5nxBSVP https://x.com/riceforthought/status/1998614045835067687 I can not look at staples and agree with management paying 6x sales at 16x ebitda for a HAND SANITIZER brand. so many peak multiple purchases by these Majors (Eg Dollar Shaving Club by P&G). $PG $CHD"
X Link 2026-01-07T01:38Z [---] followers, [--] engagements

"RT @hyperconvexity: This is crazy to watch on a map. Wow"
X Link 2026-01-14T02:36Z [---] followers, [--] engagements

"RT @mazemoore: [----]. Obama slams the Bush Administration for not doing enough to combat the problem of illegal immigration. 😂"
X Link 2026-01-16T00:50Z [---] followers, 13.3K engagements

"Hello new and existing Saas baggies welcome welcome 👋 Maybe the answer we should be asking is why hasn't the 10yr yield turned down $IGV $WDAY $CRM"
X Link 2026-01-16T00:54Z [---] followers, [---] engagements

"@Crussian17 I remember talking $Brze with some LARPer here couple weeks ago. New all time low @taobanker"
X Link 2026-01-17T14:38Z [---] followers, [---] engagements

"@compoundpapi $yinn or $cweb ha ha"
X Link 2026-01-18T18:22Z [---] followers, [---] engagements

"$QGEN Qiagen is said to weigh strategic options amid fresh interest"
X Link 2026-01-20T16:35Z [---] followers, [---] engagements

"RT @hamptonism: http://x.com/i/article/2013468410865426433 http://x.com/i/article/2013468410865426433"
X Link 2026-01-20T17:32Z [---] followers, [---] engagements

"@CedarStResearch @DJ_EBITDA Lotta flows to FAF Title Insurance"
X Link 2026-01-22T15:53Z [---] followers, [--] engagements

"RT @TomSmith839: $THRY share price 62% lower in [--] months and at 1x [----] EV/SaaS Sales and 6.5x EV/Saas EBITDA SaaS is about half of the bus"
X Link 2026-01-23T23:45Z [---] followers, [--] engagements

"@HighbrowHaze @aakashgupta Now its reversing btw mills closing lumber price up since dec25. Do you see it $RYN"
X Link 2026-01-24T16:21Z [---] followers, [--] engagements

"@CheapStockGuy @BenFranksAltEgo $PAR is mostly all software (less POS) and it can be vibe coded"
X Link 2026-01-24T16:26Z [---] followers, [---] engagements

"Yoooo these comments 😂🔥😳"
X Link 2026-01-24T19:50Z [---] followers, [---] engagements

"@MrMojoRisinX Self-Proclaimed Event expert these things usually fully reverse to the pre-rumor price. Most recent example I can think of is $CYTK Aficamten with approval and subsequent bidding by big Pharma"
X Link 2026-01-25T23:45Z [---] followers, [---] engagements

"@MrMojoRisinX $DBRG SoftBank has paused talks to buy data center operator Switch according to people familiar a setback for Masayoshi Sons push to scale Stargate AI infrastructure in the US. The report says Son had pledged $100B immediately alongside OpenAI Oracle and Abu Dhabis MGX"
X Link 2026-01-26T13:27Z [---] followers, [---] engagements

"RT @junkbondinvest: US IPO market in 2026: Jennifer Garner's organic baby food company (losing $40M) Bob's Discount Furniture (Bain tr"
X Link 2026-01-26T15:46Z [---] followers, [--] engagements

"RT @markflowchatter: No clue why but Oppenheimer HC desk really trying to make some noise with their M&A Outlook for [----] (out Friday but"
X Link 2026-01-26T15:47Z [---] followers, [--] engagements

"@taobanker Maybe $ach Havent taken a refresh look yet"
X Link 2026-01-28T18:20Z [---] followers, [---] engagements

"@dalibali2 What till you see the population growth to salt consumption chart"
X Link 2026-01-28T23:09Z [---] followers, [--] engagements

"@macroquantres Morgan Stanley is probably the banker for it"
X Link 2026-01-29T21:26Z [---] followers, [--] engagements

"Once a decade move - staffers are back babe $man $rhi"
X Link 2026-01-29T21:28Z [---] followers, [---] engagements

"@taobanker $trip"
X Link 2026-01-29T22:45Z [---] followers, [--] engagements

"@obsidiancap1 @TMTLongShort haha that'd be funny if a BB didn't have a preview of $NOW 😂"
X Link 2026-01-30T02:30Z [---] followers, [--] engagements

"@stockthoughts81 Incentives are aligning and can see easily see the flow through the biz if they bring their margins inline w the rest of the OTAs. Experiences part of the biz also comps well against $ABNB"
X Link 2026-01-30T05:23Z [---] followers, [---] engagements

"@C_Barraud @finneko_prgrm Not seeing any insider transactions by Ellison since July 2025"
X Link 2026-01-30T06:29Z [---] followers, [--] engagements

"@BobEUnlimited He was the youngest gov chair at [--] historically hawkish so Warsh has the intellect to get this done. Inflation is over"
X Link 2026-01-30T14:15Z [---] followers, [---] engagements

"@BobEUnlimited He was appointed just like every Fed governor. Axel mirrors my sentiment. https://x.com/axelmerk/status/2017240121205219776s=46&t=a97Djt0noLu6d2WVKRuJGQ Unpopular opinion: setting interest rates is the easy part. Reforming the Fed from within is. Warsh is the man for the job. https://x.com/axelmerk/status/2017240121205219776s=46&t=a97Djt0noLu6d2WVKRuJGQ Unpopular opinion: setting interest rates is the easy part. Reforming the Fed from within is. Warsh is the man for the job"
X Link 2026-01-30T14:20Z [---] followers, [--] engagements

"Do you ever stop and wonder what is a Figma $FIG @figma"
X Link 2026-01-31T03:27Z [---] followers, [---] engagements

"Apple's AI moment is here. $AAPL"
X Link 2026-01-31T06:21Z [---] followers, [--] engagements

"@CapitalFang @taobanker QSRs are valued by unit growth but clearly not in this case. Perhaps theres another reason (Idk)"
X Link 2026-01-31T13:38Z [---] followers, [--] engagements

"Im seeing a lot of fight the Fed posts. Did no one listen to Powell He literally said inflation is over. (Read inbetween the lines) Yall are tripping he doesnt declare a victory lap before leaving"
X Link 2026-01-31T15:30Z [---] followers, [---] engagements

"'Inflation is a choice' - Warsh needs the Chair ASAP https://www.youtube.com/watchv=qVFEcg-RIAk @BobEUnlimited He was the youngest gov chair at [--] historically hawkish so Warsh has the intellect to get this done. Inflation is over. https://www.youtube.com/watchv=qVFEcg-RIAk @BobEUnlimited He was the youngest gov chair at [--] historically hawkish so Warsh has the intellect to get this done. Inflation is over"
X Link 2026-02-03T16:30Z [---] followers, [---] engagements

"@bizalmanac @vanckzhu How bad is your credit to be denied by Chym Lmfao"
X Link 2026-02-04T07:23Z [---] followers, [--] engagements

"@taobanker yeah not a bad idea w/ this capex exit liquidity pop"
X Link 2026-02-06T17:39Z [---] followers, [--] engagements

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