@ridireresearch Ridire Research
Ridire Research posts on X about ai, $btc, $dnow, $tdw the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] +739%
- [--] Month [------] +124%
- [--] Months [-------] +64%
Mentions: [--] #
- [--] Month [--] -62%
- [--] Months [---] +25%
Followers: [-----] #
- [--] Week [-----] +2.90%
- [--] Month [-----] +9%
- [--] Months [-----] +65%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 34.91% cryptocurrencies 18.87% finance 12.26% technology brands 10.38% countries 3.77% exchanges 2.83% financial services 0.94% celebrities 0.94% automotive brands 0.94%
Social topic influence ai 11.32%, $btc 5.66%, $dnow 4.72%, $tdw #26, if you 3.77%, agentic 2.83%, the new 2.83%, $cvlt 2.83%, $alsn 2.83%, $ctra 2.83%
Top accounts mentioned or mentioned by @joinyellowbrick @jaredkubin @blondesnmoney @benbstwits @sigmazerocap @abcampbell @grok @citrini7 @fiscalai @lighterxyz @zoomyzoomm @merridew @hindsight2121 @benitoz @chorzz18 @buysidecpa @ogcapital25 @maxscore @bobertbedford @volsignals
Top assets mentioned Bitcoin (BTC) NOW INC. (DNOW) Tidewater, Inc. (TDW) Commault Systems, Inc. (CVLT) ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Coterra Energy Inc (CTRA) GlobalFoundries (GFS) Alphabet Inc Class A (GOOGL) SPDR GOLD ETF (GLD) NVIDIA Corp. (NVDA) AppLovin Corporation (APP) Hyperliquid (HYPE) Micron Technology, Inc. (MU) Stacks (STX) Copart, Inc. (CPRT) Ampleforth (AMPL) FIVE9, INC. (FIVN) ZoomInfo Technologies Inc Common Stock (GTM) OneStream, Inc (OS) UiPath, Inc. (PATH) Carvana Co. (CVNA) Apollo Global Management, Inc. (APO) MarketAxess Holdings Inc. (MKTX) Rocket Companies, Inc. (RKT) Ero Copper Corp. (ERO) Credit Suisse Group (CS) LGI Homes, Inc. (LGIH) ELYSIA (EL) S&P Global Inc (SPGI) Charles Schwab Corporation (SCHW) Raymond James Financial, Inc. (RJF) iShares BTC Trust (IBIT) Landshare (LAND) SeaPad (SPT) Expensify, Inc. (EXFY) Teladoc Health, Inc. (TDOC) HUBSPOT, INC. (HUBS) Shopify Inc (SHOP) Adobe, Inc. (ADBE) Molina Healthcare, Inc. (MOH) Donnelley Financial Solutions, Inc. (DFIN) Tri Pointe Homes, Inc. (TPH) Knife River Corporation (KNF) ArchLoot (AL) BankrCoin (BNKR)
Top Social Posts
Top posts by engagements in the last [--] hours
"European governments are ramping up defense spending by billions of euros spurred by the European Commissions ReArm Europe Plan/Readiness [----] and other initiatives reversing decades of underinvestment. Ive outlined the key winners and implications in my Substack article below"
X Link 2025-06-20T18:21Z [----] followers, [----] engagements
"New High Conviction Long $CPRT"
X Link 2025-07-16T19:52Z [----] followers, [----] engagements
"TLDR: Long/short play on the software upheaval as agentic #AI becomes the new operating layer Long Agentic AI Winners: $AMPL $OS $4180 JP $NICE Short Agentic AI Losers: $PATH $FIVN $GTM $CVLT https://t.co/EFQOKUqwXN https://t.co/sjkA16KVv9 https://t.co/EFQOKUqwXN https://t.co/sjkA16KVv9"
X Link 2025-08-11T01:54Z [----] followers, [----] engagements
"@BuySideCPA Actually $CVNA is a great business. So great infact that almost no buyers have ever lost money on the stock"
X Link 2025-08-13T03:55Z [----] followers, [----] engagements
"@OGCapital25 Problem is actual Druck realized this [--] years ago so now you need to assess where you are in the stack. Whos in before you And after"
X Link 2025-10-19T00:10Z [----] followers, [----] engagements
"BREAKING: $PZZA PAPA JOHNS TO REPURPOSE PIZZA OVENS FOR HEAT-CAPTURE POWER DATACENTERS OPENAI EVALUATING STRATEGIC PARTNERSHIP $PZZA - APOLLO GLOBAL HAS WITHDRAWN ITS OFFER TO TAKE PAPA JOHN'S PRIVATE AT $64 A SHARE SOURCES SAY APOLLO RETHINKS PAPA JOHN'S OFFER AS CONSUMER SPENDING WEAKENS SOURCES SAY . $PZZA - APOLLO GLOBAL HAS WITHDRAWN ITS OFFER TO TAKE PAPA JOHN'S PRIVATE AT $64 A SHARE SOURCES SAY APOLLO RETHINKS PAPA JOHN'S OFFER AS CONSUMER SPENDING WEAKENS SOURCES SAY "
X Link 2025-11-04T18:52Z [----] followers, [----] engagements
"@Citrini7 GM Mr. Citrini just highlighting my very first post on Substack ever. You've heard of offshore drilling now prepare for the pick-and-axe supplier sitting one layer above the rigs. "Offshore Supercycle Begins" $TDW https://www.ridireresearch.com/p/high-tide-higher-margins-tidewaters https://www.ridireresearch.com/p/high-tide-higher-margins-tidewaters"
X Link 2026-02-12T06:40Z [----] followers, [---] engagements
"Own The Casino $MKTX The thesis is simple: Most gamblers lose so own the casino. Click the link in the comments for the full writeup and tickers in this new long only basket 👇 https://t.co/Md4pfa0KFR The thesis is simple: Most gamblers lose so own the casino. Click the link in the comments for the full writeup and tickers in this new long only basket 👇 https://t.co/Md4pfa0KFR"
X Link 2025-09-11T23:20Z [----] followers, [----] engagements
"https://www.ridireresearch.com/p/the-cost-of-downtime https://www.ridireresearch.com/p/the-cost-of-downtime"
X Link 2025-12-30T20:34Z [----] followers, [---] engagements
"The ticker is: $DNOW 👀 The Made in America supply-chain utility hiding in plain sight. What looks like a cyclical industrial distributor is actually evolving into a scaled digitally-enabled supply-chain utility tied to U.S. re-industrialization energy security capex and AI infrastructure https://t.co/QI9ZHjcvFk The Made in America supply-chain utility hiding in plain sight. What looks like a cyclical industrial distributor is actually evolving into a scaled digitally-enabled supply-chain utility tied to U.S. re-industrialization energy security capex and AI infrastructure"
X Link 2025-12-31T14:49Z [----] followers, [---] engagements
"$DNOW is on the move today 👀 The Made in America supply-chain utility hiding in plain sight. What looks like a cyclical industrial distributor is actually evolving into a scaled digitally-enabled supply-chain utility tied to U.S. re-industrialization energy security capex and AI infrastructure https://t.co/QI9ZHjcvFk The Made in America supply-chain utility hiding in plain sight. What looks like a cyclical industrial distributor is actually evolving into a scaled digitally-enabled supply-chain utility tied to U.S. re-industrialization energy security capex and AI infrastructure"
X Link 2026-01-05T17:46Z [----] followers, [---] engagements
"$ALSN is an amazing little gem spanning several thematics. Shouldn't spend much more time below these highs in my opinion $ALSN is also a defense stock btw https://t.co/MJRpfBpLhP $ALSN is also a defense stock btw https://t.co/MJRpfBpLhP"
X Link 2026-01-14T15:15Z [----] followers, [---] engagements
"Housing stocks dont need margin recovery to work. They just need to sell more homes. Our last housing call is up [--] since May. Dont miss this next one👇 https://www.ridireresearch.com/p/the-early-part-of-the-turn https://www.ridireresearch.com/p/the-early-part-of-the-turn"
X Link 2026-01-15T19:22Z [----] followers, [---] engagements
"Previous housing related article ( $RKT $ERO $CS ): https://www.ridireresearch.com/p/the-moat-that-closes-with-every-mortgage https://www.ridireresearch.com/p/the-moat-that-closes-with-every-mortgage"
X Link 2026-01-15T19:27Z [----] followers, [---] engagements
"Over the past month pieces included $CTRA $DNOW a Radiopharma thematic and $LGIH 👇See the full list of articles below Research doesnt end at publication. We track what happens next. Every idea is logged article by article so outcomes stay visible over time. https://t.co/uQsxIlcZb8 Research doesnt end at publication. We track what happens next. Every idea is logged article by article so outcomes stay visible over time. https://t.co/uQsxIlcZb8"
X Link 2026-01-24T21:46Z [----] followers, [----] engagements
"@MaxScore that's the $DNOW bull case https://x.com/ridireresearch/status/2006101604643074153s=20 The Made in America supply-chain utility hiding in plain sight. What looks like a cyclical industrial distributor is actually evolving into a scaled digitally-enabled supply-chain utility tied to U.S. re-industrialization energy security capex and AI infrastructure https://t.co/QI9ZHjcvFk https://x.com/ridireresearch/status/2006101604643074153s=20 The Made in America supply-chain utility hiding in plain sight. What looks like a cyclical industrial distributor is actually evolving into a scaled"
X Link 2026-01-28T00:17Z [----] followers, [---] engagements
"Resharing this is +25% today (7 SD move) $EL https://www.ridireresearch.com/p/cash-flow-cosmetics https://www.ridireresearch.com/p/cash-flow-cosmetics"
X Link 2026-02-05T15:16Z [----] followers, [---] engagements
"For those of you that are new here Bear markets typically last 2-3 days and then V reverse back to new all time highs Leverage is your friend here😁 $BTC $XBT"
X Link 2026-02-06T18:45Z [----] followers, [---] engagements
"@BobertBedford @VolSignals would be a shame if there was a mechanical bounce"
X Link 2026-02-07T18:40Z [----] followers, [---] engagements
"@JaredKubin @AahanPrometheus Interesting concept reminds me of CWARP from artemis/chris. Don't want to tag them because I forgot if they blew up or minted but regardless shut down I think and no longer on here"
X Link 2026-02-08T22:29Z [----] followers, [---] engagements
"$GFS earnings tomorrow 👀 Quiet execution vs. political theatre. Same theme opposite outcomes. New LS trade open. https://t.co/c5vv8qbesf Quiet execution vs. political theatre. Same theme opposite outcomes. New LS trade open. https://t.co/c5vv8qbesf"
X Link 2026-02-10T15:51Z [----] followers, [----] engagements
"@ContrarianCurse Hate to see people try to knife catch $SPGI when $SCHW and $RJF off -6% today as well. So many better fin services out there"
X Link 2026-02-10T16:40Z [----] followers, [----] engagements
"This is not a meme btw $IBIT $LAND $FPI Buy $BTC and stay poor I'm buying an insect farm so I can sell you food in [--] years Buy $BTC and stay poor I'm buying an insect farm so I can sell you food in [--] years"
X Link 2026-02-11T19:38Z [----] followers, [---] engagements
"Must be tough being a $GFS bear. Multi-thematic winner (#AI auto power defense protectionism) still dirt cheap vs peers and management is only now acknowledging the inflection. We were underwriting the turn before they said it out loud. $GFS earnings tomorrow 👀 $GFS earnings tomorrow 👀"
X Link 2026-02-12T00:35Z [----] followers, [---] engagements
"@fiscal_ai This is all optics. SBC is 175% of net income. Scam company"
X Link 2026-02-12T01:36Z [----] followers, [----] engagements
"@Lighter_xyz @blondesnmoney 10x Hynix perps escape the matrix 🫡"
X Link 2026-02-12T02:43Z [----] followers, [---] engagements
"@zoomyzoomm $PD $SPT $EXFY $TDOC not coming back not ever"
X Link 2026-02-12T03:17Z [----] followers, [----] engagements
"It looks a lot better value now but frankly a smid cap software of this nature may not make it a few more years. Look at other "ai enhanced applications" $HUBS $SHOP $ADBE. I think most times the market knows best these are AI losers over a long enough timeframe. Watch though some could double before being wiped out https://twitter.com/i/web/status/2021833053308350830 https://twitter.com/i/web/status/2021833053308350830"
X Link 2026-02-12T06:25Z [----] followers, [---] engagements
"@aaalexhl I'm a mid engineer in a specific niche and I knew about agentic workflows in [----] (yes wake up that's [--] years ago) albeit they sucked"
X Link 2026-02-12T06:31Z [----] followers, [---] engagements
"@benbstwits @fiscal_ai Shouldn't have used word scam but the incentive alignment of the stock is tilted towards extraction"
X Link 2026-02-12T15:09Z [----] followers, [--] engagements
"@JaredKubin I saw a 3SD move on a timber REIT today think they are rotating to the "end game" assets"
X Link 2026-02-12T17:27Z [----] followers, [---] engagements
"@Merridew__ except this time they are dumping and hedging. that is actual panic"
X Link 2026-02-12T18:31Z [----] followers, [--] engagements
"@blondesnmoney prisons also taking a hit as the market prices in criminals busy vibecoding a cute app"
X Link 2026-02-12T19:02Z [----] followers, [---] engagements
"@sigmazerocap It is interesting some areas do seem to be forced selling or just illogical selling. Think people may be getting ahead of themselves on what is literally vs practically at risk of AI automation"
X Link 2026-02-12T21:45Z [----] followers, [--] engagements
"How It's megabullish if you believe him the crypto total market cap would probably need to nearly double for what he described to be mechanically possible. Obviously the easier path to achieve this would just be bitcoin down but like he clarified he is NOT bearish so price would need to be flat or up. https://twitter.com/i/web/status/2022099361484693991 https://twitter.com/i/web/status/2022099361484693991"
X Link 2026-02-13T00:03Z [----] followers, [--] engagements
"@joinyellowbrick @CEOStockWatcher they really had to shake the burry substackoors first on $MOH"
X Link 2026-02-13T16:48Z [----] followers, [---] engagements
"@sigmazerocap Yupp very unintuitive but these companies are actually hiring human writers to pierce through the dead internet https://www.businessinsider.com/hottest-job-in-tech-writing-words-ai-hiring-2026-2 https://www.businessinsider.com/hottest-job-in-tech-writing-words-ai-hiring-2026-2"
X Link 2026-02-14T15:14Z [----] followers, [--] engagements
"Here are the [---] SD moves in my custom index universe today. Some interesting movers: $GEVO +55% $DFIN +6% $TPH +3% $KNF +4% $AL +5%"
X Link 2025-08-12T17:48Z [----] followers, [---] engagements
"@abcampbell check out $BNKR"
X Link 2026-02-12T00:56Z [----] followers, [---] engagements
"@Fireman_Trades @Citrini7 Was just an estimate I'm more of a relative trader and there are better ops in energy at this point in time. It can keep going up but I don't own any $TDW rn put it that way"
X Link 2026-02-12T14:10Z [----] followers, [---] engagements
"@Ozard_OfWiz that was some minor league vol tbh"
X Link 2026-02-13T19:32Z [----] followers, [--] engagements
"@Quanterty And $IGV looks like a liquidation about half way done as people try to knife catch an arbitrary level that looks like a "double bottom" whatever tf that means"
X Link 2026-02-14T16:56Z [----] followers, [---] engagements
"@elonmusk the new age catfish"
X Link 2026-02-15T03:51Z [----] followers, [--] engagements
"@evrgn11112231 i mean $BTC is literally proof of compute/energy no"
X Link 2026-02-15T04:22Z [----] followers, [--] engagements
"@hindsight2121 this is a market no one has seen before. I started to freak out a bit when I saw people bidding 3SD moves on timber reits and other scarce reits. The point being there are a few near term trades and then there are the only trades left the end game trades"
X Link 2026-02-15T04:30Z [----] followers, [--] engagements
"Another under-appreciated bull case for AI hardware is that there are a lot of users who are going to eventually realize they could buy once and then inference runs essentially free vs bleeding budget with more API fees New paper analyzes 100T+ tokens of LLM API usage data (OpenRouter + Azure). Key findings: -Supply exploded in 2025: [------] models inference providers [----] some open-source models served by 20+ providers -Pricing paradox: 1000x deflation since [----] SOTA but avg spend per https://t.co/7LD9bdwt4V New paper analyzes 100T+ tokens of LLM API usage data (OpenRouter + Azure). Key"
X Link 2026-01-07T18:39Z [----] followers, [---] engagements
"@blondesnmoney "your move btw we are covered in gasoline""
X Link 2026-01-12T19:05Z [----] followers, [---] engagements
"@The_Pro_Invest @JaredKubin They don't have to $GOOGL will "procode" 1000s of apps plugins etc. With their resources could likely automate all the low hanging fruit away plus the best part is it all integrates into one coherent ecosystem (theirs)"
X Link 2026-01-14T03:52Z [----] followers, [--] engagements
"Keep a close eye on $GFS 👀 Quiet execution vs. political theatre. Same theme opposite outcomes. New LS trade open. https://t.co/c5vv8qbesf Quiet execution vs. political theatre. Same theme opposite outcomes. New LS trade open. https://t.co/c5vv8qbesf"
X Link 2026-01-14T15:10Z [----] followers, [---] engagements
"$CTRA is on the move today +6% (+2.8 SD) ⚡Energys Shock Absorber A rare energy name that doesnt need a perfect price call to work. Full write-up here 👇 https://t.co/WC2K5GUZie ⚡Energys Shock Absorber A rare energy name that doesnt need a perfect price call to work. Full write-up here 👇 https://t.co/WC2K5GUZie"
X Link 2026-01-15T16:49Z [----] followers, [---] engagements
"@AldoSterone111 @simpleminingio As is the case in most other third world countries. BTC is just proof of energy surplus"
X Link 2026-01-18T16:29Z [----] followers, [--] engagements
"People treating Ralph as a novel AI breakthrough probably says more about where the discourse is than about Ralph itself. It feels like a sign we may have hit peak vibecode at least for the moment. LLMs are volatile compute. You would never trust an in-memory result without persistence retries or restartability. Ralph doesnt introduce a new idea so much as apply ordinary systems thinking to LLMs. Once you see it framed that way its hard to unsee and it stops feeling impressive. The reactions are the giveaway. Anyone treating Ralph as a novelty is implicitly admitting how they were working"
X Link 2026-01-20T14:19Z [----] followers, [---] engagements
"$GLD investors are saying gold is the best investment and have recently been stomping on $BTC grave as gold has outperformed BTC significantly over the past year (with similar stories for other metals) Meanwhile over the past [--] years gold and BTC have had nearly identical returns Paying attention yet https://twitter.com/i/web/status/2015991645074870608 https://twitter.com/i/web/status/2015991645074870608"
X Link 2026-01-27T03:33Z [----] followers, [---] engagements
"Two economic logics are crystallizing: a traditional gold/commodity bloc hoarding static stores of value and a compute/energy-anchored system monetizing electrons and hashpower as its new reserve signal. The macro duel has begun. https://www.ridireresearch.com/p/the-dollars-next-anchor https://www.ridireresearch.com/p/the-dollars-next-anchor"
X Link 2026-01-27T03:39Z [----] followers, [---] engagements
"@PeterGregoryX @jukan05 @grok is this true"
X Link 2026-01-27T06:02Z [----] followers, [---] engagements
"@grok @abcampbell Oh is that so. @Kimi_Moonshot any sort of bug bounty for this"
X Link 2026-01-28T03:25Z [----] followers, [--] engagements
"$HXL is the best performer from our defense basket so far part of the 3B's of Sovereignty framework: https://www.ridireresearch.com/p/the-3bs-of-sovereignty https://www.ridireresearch.com/p/the-3bs-of-sovereignty"
X Link 2026-01-07T17:04Z [----] followers, [---] engagements
"$SPY $SALM $MOWI"
X Link 2025-05-15T19:05Z [----] followers, [---] engagements
"Interesting pair here long $WT / short $HOOD Ratio sitting at [--] year low. (no position)"
X Link 2025-07-02T14:24Z [----] followers, [---] engagements
"Since this article the pair $RBRK / $OKTA has returned approx. +43% vs +12% for $SPXT https://t.co/igOEbJlkAN https://t.co/yFMy2h9iQU https://t.co/igOEbJlkAN https://t.co/yFMy2h9iQU"
X Link 2025-07-10T15:33Z [----] followers, [----] engagements
"$373220 KS (LG Energy Solutions) highlighted in our Decentralized Energy Basket LGES aims for [---] GWh capacity trailing only CATL. Its scale locks in suppliers on take-or-pay deals curbing input volatility and boosting bargaining power. Capex is covered by IRA loans and co-investments from Honda Stellantis and Hyundai minimizing dilution. With 41% of capacity in North America LGES secures IRA credits and geopolitical stability anchoring EV and storage build-outs for the decentralization theme. https://twitter.com/i/web/status/1944807436520411162"
X Link 2025-07-14T17:13Z [----] followers, [---] engagements
"$BANB +28% today. Are you paying attention yet anon Peptides basket is out on substack🧬 (link in comments) https://t.co/CYNoQyT5Ay Peptides basket is out on substack🧬 (link in comments) https://t.co/CYNoQyT5Ay"
X Link 2025-07-24T12:54Z [----] followers, [---] engagements
"Check out my open book below👇 Some of the biggest winners: $NVDA $TDW $HALO $FSLR $TER $APP $LC $HYPD https://docs.google.com/spreadsheets/d/1IFwkvvpmZpHlzogBosDgVZq2yvz3IxYVQF-DQm6rj9c/editgid=0#gid=0 https://docs.google.com/spreadsheets/d/1IFwkvvpmZpHlzogBosDgVZq2yvz3IxYVQF-DQm6rj9c/editgid=0#gid=0"
X Link 2025-09-13T15:08Z [----] followers, [---] engagements
"⛴ Shipbuilder Index live since July has since generated over 20% alpha. Conventional wisdom says commoditized markets are tapped out for edge yet here we are. As always the markets reward nuance where others see noise. $YZJSGD $MPM $ENDUR"
X Link 2025-09-15T17:26Z [----] followers, [---] engagements
"@CJ0pp3l $ALSN"
X Link 2025-09-20T13:39Z [----] followers, [----] engagements
"@zoomyzoomm Enjoy https://t.me/screamdao https://t.me/screamdao"
X Link 2025-10-10T23:14Z [----] followers, [---] engagements
"@derteil00 If you could trade them all right now this would be a no brainer. Long $HPYE @pacifica_fi short @Lighter_xyz @extendedapp. Can't trade all now but you can farm accordingly"
X Link 2025-10-12T03:05Z [----] followers, [---] engagements
"$ALSN wins Army contract for the main battle tank program $ALSN is also a defense stock btw https://t.co/MJRpfBpLhP $ALSN is also a defense stock btw https://t.co/MJRpfBpLhP"
X Link 2025-10-13T14:07Z [----] followers, [---] engagements
"@d_gilz Quick writeup on the top [--] imo. $BANB probably best single name https://www.ridireresearch.com/p/peptide-overdrive https://www.ridireresearch.com/p/peptide-overdrive"
X Link 2025-10-21T09:27Z [----] followers, [---] engagements
"$PPGN and $BANB are ripping higher off $LONN latest results a clean validation of the peptide thesis we laid out months ago. We own all [--] in the Ridindex where our call on next-gen peptide platforms was simple: cashflow efficiency meets real biotech execution. The markets finally catching up. For our original thematic deep-dive on the Peptide Renaissance read here: https://www.ridireresearch.com/p/peptide-overdrive https://www.ridireresearch.com/p/peptide-overdrive https://www.ridireresearch.com/p/peptide-overdrive https://www.ridireresearch.com/p/peptide-overdrive"
X Link 2025-10-23T13:37Z [----] followers, [----] engagements
"@WolfBBoehme Yessir. Ratio about -20% lower since"
X Link 2025-11-16T14:27Z [----] followers, [--] engagements
"Good time for a reread of Peptide Overdrive. TLDR: $BANB.SW $4587.JT (Peptidream) $PPGN.SW $087010.KS (Peptron) https://www.ridireresearch.com/p/peptide-overdrive https://www.ridireresearch.com/p/peptide-overdrive"
X Link 2025-12-19T17:29Z [----] followers, [---] engagements
"🚩Highest risk stocks flagged by our systems: $LYV $INTC $COIN $CRWD $TTD $PLTR $APP $SMCI $AXON $DDOG"
X Link 2025-12-30T21:50Z [----] followers, [---] engagements
"@benitoz Will always be a bottleneck until atom precision manufacturing is possible. Just build smaller $BESI"
X Link 2026-01-05T00:30Z [----] followers, [---] engagements
"$BESI finally getting noticed +7% off the report https://t.co/MjhNgaOMad https://t.co/QedtGJk2Fa https://t.co/MjhNgaOMad https://t.co/QedtGJk2Fa"
X Link 2026-01-12T16:24Z [----] followers, [---] engagements
"$CTRA mulling potential merger with $DVN. If you havent read this piece yet now is the time👇 ⚡Energys Shock Absorber A rare energy name that doesnt need a perfect price call to work. Full write-up here 👇 https://t.co/WC2K5GUZie ⚡Energys Shock Absorber A rare energy name that doesnt need a perfect price call to work. Full write-up here 👇 https://t.co/WC2K5GUZie"
X Link 2026-01-15T23:44Z [----] followers, [----] engagements
"@joinyellowbrick @LuxOpesResearch @svane_christian @finphysnerd $TZOO looks so cheap nice little gem"
X Link 2026-01-20T16:33Z [----] followers, [---] engagements
"$TDW with a great start to [----] (+23%) https://t.co/JR3jeprtNw https://t.co/aRysd5E3Fi https://t.co/JR3jeprtNw https://t.co/aRysd5E3Fi"
X Link 2026-01-26T19:47Z [----] followers, [---] engagements
"@joinyellowbrick $GTLS q3 [----] missed on nearly every metric but finished +8% and +80% [--] months later"
X Link 2026-01-27T06:15Z [----] followers, [---] engagements
"@seconds_0 Let me speak to [--] people who can run gas town for a legitimate use case (that they can also fund)"
X Link 2026-01-27T07:35Z [----] followers, [---] engagements
"Looking for some longs to go with your $CVS short anon https://t.co/mv23qLzc0l https://t.co/kpjFWHE16D https://t.co/mv23qLzc0l https://t.co/kpjFWHE16D"
X Link 2026-01-27T17:06Z [----] followers, [---] engagements
"@capytalmgmt Have some other decentralized energy picks you may be interested in https://www.ridireresearch.com/p/megawatt-mutiny https://www.ridireresearch.com/p/megawatt-mutiny"
X Link 2026-01-27T17:29Z [----] followers, [---] engagements
"@davidcrespo @TheStalwart Also implicitly tells you he has only interfaced with paid tools and models. Vibecoding itself is not subsidized. Vibecoding with paid models is probably subsidized"
X Link 2026-01-27T23:10Z [----] followers, [--] engagements
"@Versace_Trader [--] short positions initiated btw. The only thing that was traded here was his dignity for views"
X Link 2026-01-27T23:47Z [----] followers, [--] engagements
"@insane_analyst I'm not super familiar with them but every time they hit my screen the SBC at like 200% of net income is enough to turn me off😁"
X Link 2026-01-27T23:49Z [----] followers, [----] engagements
"@BeatzXBT @QuantRob complete opposite sentiment here i just saw [--] i had claude do DCF now watch me and everyone else pull alpha out of the hat at least this thinks outside the box it has a shot"
X Link 2026-01-28T00:36Z [----] followers, [--] engagements
"@bubbleboi I spoke with a $NVDA engineer in dec [----] and felt bad for him because his life savings were down -60% (sitting on 12x+ now)"
X Link 2026-01-28T00:57Z [----] followers, [----] engagements
"The algorithm has spoken. Own the Casino. Hyperliquid $HYPE"
X Link 2026-01-28T02:53Z [----] followers, [---] engagements
"@abcampbell Wait a minute you need to at least hold them to their own standard. I am requesting the "officially released information" that "the reasons are unknown". As a safeguard @grok is this true"
X Link 2026-01-28T03:19Z [----] followers, [---] engagements
"Really curious and no judgement but anyone who actively faded metals and/or memory about this time last year what opportunities were on your desk that you thought were so much better And how are they doing now Also for capital efficiency should pay more attention to $GDMN and similar products or build your own proxy $GLD $XAU $MU $STX https://twitter.com/i/web/status/2016355998424801328 https://twitter.com/i/web/status/2016355998424801328"
X Link 2026-01-28T03:41Z [----] followers, [---] engagements
"@metagamexyz and the rest is shorts as the fuel😆"
X Link 2026-01-28T04:38Z [----] followers, [--] engagements
"@benitoz "robust" they are dead in the water"
X Link 2026-01-28T07:45Z [----] followers, [--] engagements
"Under appreciated risk $MU $STX $WDC DNA storage is [--] [--] orders of magnitude denser than HDDs/SSDs on a bits-per-gram basis and theoretical limits are far higher. Write and read are slow and expensive (chemical synthesis + sequencing) which keeps it irrelevant for active data. But once written storage is passive energy-freeish and stable on century to millennia timescales properties silicon and magnetic media cant match. If synthesis and sequencing costs continue to fall the constraint in cold storage shifts from physical capacity to access and orchestration. Thats not neutral for vendors"
X Link 2026-01-28T16:25Z [----] followers, [---] engagements
"I bet $TAO can stage a recovery -70% off the highs here. One of the few tokens other than $HYPE with solid incentive alignment"
X Link 2026-01-28T22:47Z [----] followers, [----] engagements
"@atelicinvest @prollyballistic Chatgpt can do your taxes now"
X Link 2026-01-29T15:23Z [----] followers, [---] engagements
"@Lenny99541827 @yenwod_ @ltrd_ @semajeth Also weird he cherrypicked binance instead of CZs crown jewel of the perp dex trading experience: $ASTER"
X Link 2026-01-29T15:36Z [----] followers, [--] engagements
"Buy $BTC and stay poor I'm buying an insect farm so I can sell you food in [--] years"
X Link 2026-01-30T03:21Z [----] followers, [---] engagements
"@Merridew__ if you're in cryptoe pivot to bug farming https://x.com/ridireresearch/status/2017075756979851338s=20 Buy $BTC and stay poor I'm buying an insect farm so I can sell you food in [--] years https://x.com/ridireresearch/status/2017075756979851338s=20 Buy $BTC and stay poor I'm buying an insect farm so I can sell you food in [--] years"
X Link 2026-01-30T04:39Z [----] followers, [---] engagements
"@catboyautist it wasnt free you just got harvested by the video game player premia. another W for podboi who hedged this specific factor"
X Link 2026-01-30T05:26Z [----] followers, [---] engagements
"Still can't believe $IBM bought this pos $CFLT"
X Link 2026-02-05T17:41Z [----] followers, [---] engagements
"A year ago this was the consensus "AI loser" btw Makes ya think $GOOGL $IGV"
X Link 2026-02-05T20:54Z [----] followers, [---] engagements
"@Chorzz18 by market cap maybe 30%. But also another angle to consider is maybe 60%+ are AI integrators why can't they win It's because they are really just a different type of AI consumer if you think about it"
X Link 2026-02-06T02:52Z [----] followers, [--] engagements
"Classic all the [--] day moving average traders got shook out last week saying it's over Friday. Now we must be so back since it's over the "magic line" again right $SPX People saying it's over are going to be surprised when $SPX bounces around [----]. No way the market is crashing with Bessent talking like he's about to perform a grand spectacle of such scale it would be like combining [--] tech bubbles in one. This is coming from someone with People saying it's over are going to be surprised when $SPX bounces around [----]. No way the market is crashing with Bessent talking like he's about to"
X Link 2025-08-04T16:07Z [----] followers, [---] engagements
"As predicted $CVLT is an agentic AI loser. This LS trade is up 28% today. 🧩 Software is getting a hard reset: agentic AI isnt a feature its the new OS layer. Im long the enablers of agent-native workflows and short the incumbents whose stacks break under autonomous agents. Betting on the winners & losers of the AI replatforming wave not the 🧩 Software is getting a hard reset: agentic AI isnt a feature its the new OS layer. Im long the enablers of agent-native workflows and short the incumbents whose stacks break under autonomous agents. Betting on the winners & losers of the AI"
X Link 2026-01-27T15:37Z [----] followers, [----] engagements
"@MRatable Claude can oneshot $CVLT entire business https://www.ridireresearch.com/p/agents-of-change https://www.ridireresearch.com/p/agents-of-change"
X Link 2026-01-29T15:41Z [----] followers, [----] engagements
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