@ryu_tay Avatar @ryu_tay AT

AT posts on X about $gqg, stocks, $pme, market the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 28.44% stocks 13.76% cryptocurrencies 8.26% automotive brands 3.67% financial services 2.75% exchanges 2.75% technology brands 1.83% currencies 0.92% agencies 0.92% countries 0.92%

Social topic influence $gqg #1, stocks 9.17%, $pme #12, market 7.34%, money 6.42%, $wtc #11, in the 3.67%, ai 3.67%, if you 2.75%, $pls 2.75%

Top accounts mentioned or mentioned by @rhysdiab @ronshamgar @galumay @markgardn @fintegrate @eddylight95 @fnarena @realhagetaka @k311126 @stardestr0yer @nobodybutm3 @johnwickpencil @nobody_but_m3 @lukeytrags @ryutay @cowboybeeshop @ausnotes @au_shareplicity @igordownunder @dimitrios1963

Top assets mentioned Pulsechain (PLS) Honda Motor Co., Ltd. (HMC) ResMed Inc. (RMD) F5 Inc (FFIV) NuScale Power Corporation (SMR) Hasbro, Inc. (HAS) ARMOUR Residential REIT, Inc. (ARR) Luckycoin (LKY) Palantir Technologies Inc. (PLTR) SPINDLE (SPD) 8B People vs [-----] Billionaires (8B) TPG Inc. (TPG) Minswap (MIN) CargoX (CXO) Wise (WISE) Life360, Inc (LIF) PetroDollar (XPD)

Top Social Posts

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

"#WA1 $KYP $SDR $MEK $WTC $MVF https://www.afr.com/markets/equity-markets/how-this-little-known-fund-is-beating-australia-s-top-investors-20251120-p5nh6y https://www.afr.com/markets/equity-markets/how-this-little-known-fund-is-beating-australia-s-top-investors-20251120-p5nh6y"
X Link 2025-11-30T22:19Z [----] followers, [----] engagements

"Wild. Technically it should bottom but I am afraid not with our tech. I feel WTC can have bomb thrown out any day of the week; REA just downgraded guidance; XRO still need couple of years to prove strategy; TechOne. 😵💫 May be [---] NXT CDA will be the lifter Software capitulation signal with the volume to match. VERY interesting. $IGV https://t.co/KtpSUjyofP Software capitulation signal with the volume to match. VERY interesting. $IGV https://t.co/KtpSUjyofP"
X Link 2026-02-06T23:52Z [----] followers, [----] engagements

"There you go $WTC today 🤷🏻♂ Logistics stocks are crashing today. Wealth advisory stocks were hit hard recently. What are 3rd party logistics companies They are brokers Companies that optimize scheduling loading (kinda like load balancing $FFIV) and so on for shippers carriers buyers. OHften with few https://t.co/B2FBQCd3ey Logistics stocks are crashing today. Wealth advisory stocks were hit hard recently. What are 3rd party logistics companies They are brokers Companies that optimize scheduling loading (kinda like load balancing $FFIV) and so on for shippers carriers buyers. OHften with few"
X Link 2026-02-12T19:44Z [----] followers, [----] engagements

"@Dimitrios_1963 @KarenWongAU Its the complete opposite if you start talking about property investment"
X Link 2022-05-08T01:23Z [----] followers, [--] engagements

"We shall bounce tmr $PLS $PLS.AX"
X Link 2023-07-24T09:00Z [----] followers, [----] engagements

"$PLS $PLS.AX"
X Link 2023-12-01T03:32Z [----] followers, [----] engagements

"oh wow finally Please sell more "Stanmore Resources Indonesian backer in $167m selldown" $SMR $SMR.AX https://www.afr.com/street-talk/stanmore-resources-largest-shareholder-sells-down-167m-20231201-p5eofu https://www.afr.com/street-talk/stanmore-resources-largest-shareholder-sells-down-167m-20231201-p5eofu"
X Link 2023-12-03T02:51Z [----] followers, [----] engagements

"Surprised how well my little spec $EIQ is holding up in the last few weeks"
X Link 2025-03-11T09:24Z [----] followers, [---] engagements

"Okay not the end of world for $EIQ but this Dane needs an eyebrow raise"
X Link 2025-05-20T04:53Z [----] followers, [---] engagements

"$GQG Yikes. Gettin' real out there: https://t.co/0hrZ56E9ko Yikes. Gettin' real out there: https://t.co/0hrZ56E9ko"
X Link 2025-10-09T06:59Z [----] followers, [----] engagements

"#WA1 $ARU $HAS $LYC $ARR $LKY $BRE https://www.afr.com/politics/federal/albanese-told-to-move-faster-on-critical-minerals-stockpile-20251012-p5n1uh https://www.afr.com/politics/federal/albanese-told-to-move-faster-on-critical-minerals-stockpile-20251012-p5n1uh"
X Link 2025-10-12T12:57Z [----] followers, [---] engagements

"Interesting to see if $PME can defend its multiples amid the current storm. PE has come off 50+. At least its now cheaper than $PLTR 🤣"
X Link 2025-11-23T07:32Z [----] followers, [----] engagements

"$PME AGM Key Summary Points FY26 off to a very strong start first [--] months already delivered A$273m TCV ahead of budget and tracking above the 3-year plan. 2H FY26 will be materially stronger full revenue recognition from Trinity Phase [--] + Iowa plus Kentucky go-live and [--] major implementations in JanMar. Cloud leadership widening all new US IDN opportunities mandate cloud; competitors still stuck on hybrid solutions. Market share expanding aggressively PME now in [--] of the top [--] US hospitals with increasing network effects across IDNs and private groups. Private radiology market has reopened"
X Link 2025-11-23T23:17Z [----] followers, [----] engagements

"A few dogs riding out from ashes $WTC $GQG $HMC"
X Link 2025-11-28T00:20Z [----] followers, [----] engagements

"Bell Porter: "CAR Group $CAR.ax is trading around two-year lows at a P/E of 28x despite a defined product rollout map to drive value from its market-leading networks in its large addressable markets which includes C2C payments pay-per lead model regional expansion and scope to develop market-based legacy advertising practices underpinning a steady growth profile in our forecast EPS through FY26e-FY28e." Buy Price Target $42.20 https://twitter.com/i/web/status/2002147035638850044 https://twitter.com/i/web/status/2002147035638850044"
X Link 2025-12-19T22:40Z [----] followers, [---] engagements

"Sammy & Anthony bought another $500k each $PME $PME.ax Sam bought up half a million at $221 $PME https://t.co/RNqKpJiRUW Sam bought up half a million at $221 $PME https://t.co/RNqKpJiRUW"
X Link 2025-12-22T21:36Z [----] followers, [----] engagements

"@markgardn @mpcmarkets @jtrader8000 @ausbiztv @eddylight95 @FNArena Merry Christmas to you & MPC too Its been a rough and wild year but we all ride it through 🤷🏻♂🎄 May [----] be another fun year 👏✌"
X Link 2025-12-24T03:40Z [----] followers, [---] engagements

"$SPD $POD #palladium"
X Link 2026-01-09T10:58Z [----] followers, [---] engagements

"@markgardn @eddylight95 CEO last update continued to emphasise they are getting more leads and directors even bought the dip. But market rotation and growth derating keeping the stock under cap Who knows how long this narrative last 🤷🏻♂ Although I think Feb result will be a key point"
X Link 2026-01-13T06:59Z [----] followers, [--] engagements

"Seriously don't know why an almost an $8b company still has such a crappy website with 90s like interface 😑 $TPG $TPG.ax"
X Link 2026-01-17T03:56Z [----] followers, [---] engagements

"We continue to forecast relatively short price cycles for spodumene with the assumed supply side response expected to see prices retreat below US$2000 per tonne during [----] before climbing again in [----] $PLS $MIN $CXO $LTR https://www.afr.com/companies/mining/lithium-rebound-fuels-hope-for-mothballed-mines-revival-20260116-p5nujp https://www.afr.com/companies/mining/lithium-rebound-fuels-hope-for-mothballed-mines-revival-20260116-p5nujp"
X Link 2026-01-18T03:39Z [----] followers, [----] engagements

"@SayNoToTrading @fintegrate"
X Link 2026-01-18T22:11Z [----] followers, [---] engagements

"Think we going thru [----] playbook again where anything unprofitable (in NPAT terms) high debt will get sold off. Next to watch: ZIP CAT AD8 SDR NXL. wat else"
X Link 2026-01-20T01:35Z [----] followers, [----] engagements

"Forager: The value of software in a world where anyone can use AI to 'vibe code' their way to a new website or app is significantly diminished. Thats the theory. It is a theory we are willing to bet against at the right price. We are a user of Xeros $XRO product and wont be vibe coding our accounting software any time soon. https://twitter.com/i/web/status/2013523046041297021 https://twitter.com/i/web/status/2013523046041297021"
X Link 2026-01-20T08:04Z [----] followers, [----] engagements

"$WISE the only green in UK thanks to its beating results Blood path across EU XJO futures down -0.5% https://t.co/5u4bVfTaJm Blood path across EU XJO futures down -0.5% https://t.co/5u4bVfTaJm"
X Link 2026-01-20T10:04Z [----] followers, [----] engagements

"The challenge for investors is weighing $CAR.ax's long history as a high-quality biz against an unproven but evolving threat. Everyone will come to their own conclusion. Ours is that the fear of disruption sells Car's advantages short. https://www.intelligentinvestor.com.au/recommendations/car-group-the-wait-is-over/155059 https://www.intelligentinvestor.com.au/recommendations/car-group-the-wait-is-over/155059"
X Link 2026-01-21T06:54Z [----] followers, [---] engagements

"Bell Porter: "Life360 #360 $LIF 4Q25 update beat forecasts: MAU 95.8m (vs 93.5m est) Paying Circles 2.83m revenue guided to US$486489m (above prior). FY26 MAU growth seen at 20% to 115m users. Buy retained; " PT: $45.00 @FNArena"
X Link 2026-01-26T23:30Z [----] followers, [---] engagements

"Macquarie upgrades Pro Medicus $PME to Outperform (from Neutral) seeing recent share price weakness as temporary as US feedback points to near-term market share gains and strengthening AI capability in Visage. FY26 YTD: [--] contracts worth A$280m. Assumes 30% market share by FY40. EPS +1% FY26 +3% FY27. TP cut 9% to $291.30 (DCF outer-year changes). https://twitter.com/i/web/status/2015932046997389602 https://twitter.com/i/web/status/2015932046997389602"
X Link 2026-01-26T23:37Z [----] followers, [---] engagements

"It was always going to come 🤷🏻♂ 📉SPOT PALLADIUM EXTENDS LOSSES LAST DOWN 10% AT $1801.50/OZ $XPD $XPDUSD $XPT $XPTUSD https://t.co/T1MzuuXn0x https://t.co/DBBBtY5zTV 📉SPOT PALLADIUM EXTENDS LOSSES LAST DOWN 10% AT $1801.50/OZ $XPD $XPDUSD $XPT $XPTUSD https://t.co/T1MzuuXn0x https://t.co/DBBBtY5zTV"
X Link 2026-01-30T09:02Z [----] followers, [---] engagements

""For all its qualities and ambition 4DMedical is no Pro Medicus $PME. The latter's Visage system is sold on multi-year enterprise-wide software licences with locked-in revenue for up to a decade. A business built around one unusually generous reimbursement code can look like a ticket to print money . until the Government turns off the taps." https://www.intelligentinvestor.com.au/investment-news/4dmedical-pro-medicus-hold-my-beer/155074 https://www.intelligentinvestor.com.au/investment-news/4dmedical-pro-medicus-hold-my-beer/155074"
X Link 2026-01-31T12:11Z [----] followers, [---] engagements

"What's more disappointing than the resources carnage is growth names continue to hit new low. 😵 Money fleeing into CBA Telstra Coal"
X Link 2026-02-02T02:34Z [----] followers, [----] engagements

"Finally Woo hoo 👏 ASX seems holding up ok so far RBA raises rates by 25bp to 3.85%. Todays policy decision was unanimous. https://t.co/8submGOs8c RBA raises rates by 25bp to 3.85%. Todays policy decision was unanimous. https://t.co/8submGOs8c"
X Link 2026-02-03T03:34Z [----] followers, [----] engagements

"Imagine if you have panic sold out resources last week"
X Link 2026-02-03T23:29Z [----] followers, [----] engagements

"Anyone brave enough to buy any dip"
X Link 2026-02-04T00:32Z [----] followers, [----] engagements

"@RonShamgar"
X Link 2026-02-04T22:38Z [----] followers, [---] engagements

"@Tze_C thought it was pretty well explained in the commentary"
X Link 2026-02-04T22:54Z [----] followers, [---] engagements

"@rhysdiab r u still not keen on aussie names till date"
X Link 2026-02-05T00:24Z [----] followers, [--] engagements

"Rajiv having his moment lately $GQG"
X Link 2026-02-05T20:20Z [----] followers, [---] engagements

"Tech & Metals Shorts "The sellers are getting exhausted" The sellers: https://t.co/Na3wXVhx78 "The sellers are getting exhausted" The sellers: https://t.co/Na3wXVhx78"
X Link 2026-02-05T22:36Z [----] followers, [----] engagements

"Only [--] stocks in All Ords are green"
X Link 2026-02-05T23:50Z [----] followers, [----] engagements

"Nowhere to run nowhere to hide Today even values get smashed Seems like investors just want to get out at all costs Anyone bought/ sold anything"
X Link 2026-02-06T02:02Z [----] followers, [----] engagements

"$NEM is a Buy"
X Link 2026-02-06T02:23Z [----] followers, [----] engagements

"So we did not rise like $Kospi but we fall with them. Surprisingly Asia seems relatively calm. except us of cuz"
X Link 2026-02-06T04:07Z [----] followers, [---] engagements

"It wasnt just about growth. The quality metric was what boosted up their multiple expansions. And then Anthropic came out and knocked all that off and whole sector just collapsed 🤷🏻♂ Will take years for market to reprice them up again I think Some will come back up faster while most I doubt can https://twitter.com/i/web/status/2020311656577044930 https://twitter.com/i/web/status/2020311656577044930"
X Link 2026-02-08T01:40Z [----] followers, [--] engagements

"Some hedging on Monday wouldnt be that mad 🤔"
X Link 2026-02-08T05:08Z [----] followers, [---] engagements

"Ok there goes our hopeful bounce tmr 🤷🏻♂"
X Link 2026-02-08T09:11Z [----] followers, [---] engagements

"Some hopes to the beaten down sector $CAR.ax"
X Link 2026-02-08T21:53Z [----] followers, [---] engagements

"@StarDestr0yer @RonShamgar Well I have a small section for shitcos they what kept me afloat last few months 🤣"
X Link 2026-02-09T05:01Z [----] followers, [--] engagements

"Insane market. 😵I knew there will be a bounce but did not expect to see such a strong bounce - although tech is relatively weak. Fund flow still going into precious metals mostly. Tonight's US close will be the key to determine if this is a DCB 🐈or real 🚀. Was going to add some short NDQ but the extreme of this bounce seems a bit. hopeful 🤞🙏 https://twitter.com/i/web/status/2020728613969285395 https://twitter.com/i/web/status/2020728613969285395"
X Link 2026-02-09T05:16Z [----] followers, [---] engagements

"Gee looks like this time is real 😅 BREAKING: US stocks extend gains to a new high of the day with the Nasdaq [---] now up +1%. The S&P [---] is now [--] points away from a record high. https://t.co/UoBfbgDQtx BREAKING: US stocks extend gains to a new high of the day with the Nasdaq [---] now up +1%. The S&P [---] is now [--] points away from a record high. https://t.co/UoBfbgDQtx"
X Link 2026-02-09T21:27Z [----] followers, [---] engagements

"Yesterday's SaaS today's insurance brokers lol. Who's next Forget SaaSPocalypse. its BrokePocalypse now for insurance brokers All because Insurify by ChatGPT can compare auto insurance for you Which is what Compare the market and Iselect and others do 🤣🤣 The market is so dumb its hilarious to watch 🤣🤣🤣🤣 (Not held) https://t.co/F2vRnFxd6w Forget SaaSPocalypse. its BrokePocalypse now for insurance brokers All because Insurify by ChatGPT can compare auto insurance for you Which is what Compare the market and Iselect and others do 🤣🤣 The market is so dumb its hilarious to watch 🤣🤣🤣🤣"
X Link 2026-02-10T00:19Z [----] followers, [----] engagements

"Share price closed down -5% before the news released. Interesting to see how market reacts tmr on result. Might be a pop on ceo leaving despite bad result who knows"
X Link 2026-02-10T06:38Z [----] followers, [----] engagements

"Was there a $RMD downgrade overnight Wtf it closed down -4.5% where ex-div is only 6c"
X Link 2026-02-10T22:36Z [----] followers, [---] engagements

"$PME $10m investment into #4DX [--] months ago is now worth $150m+ 🫨"
X Link 2026-02-11T22:26Z [----] followers, [----] engagements

"@Nobody_But_M3 @rhysdiab Finally they got some sense"
X Link 2026-02-11T22:27Z [----] followers, [--] engagements

"@Nobody_But_M3 @rhysdiab Would this push more money to share market i wonder"
X Link 2026-02-11T22:28Z [----] followers, [---] engagements

"Too depressing"
X Link 2026-02-12T00:15Z [----] followers, [----] engagements

"I can't believe we are repeating last week sell off except this time asx hits record high because of CBA & BHP ASX hits record https://t.co/bOb6kusfPh ASX hits record https://t.co/bOb6kusfPh"
X Link 2026-02-12T02:23Z [----] followers, [----] engagements

"@rhysdiab @RonShamgar based on last week playbook tmr Friday prob will be worse capitulation i guess resources ie. gold might get a rug pull or smth this market is cruel af. Can understand why everyone just piling into the safest boat - CBA"
X Link 2026-02-12T04:28Z [----] followers, [---] engagements

"That's the wrap for another cruel day from Mr. Market. Oh well at some point. traders will be rushing into all these oversold names like they can't get enough At some point. (hope i'll still be around. )"
X Link 2026-02-12T05:35Z [----] followers, [----] engagements

"Every time $PME drops you see plenty of haters and technical fundamentalist jumping on bandwagon. To be fair FW26 is now down to 85x I dont mind seeing it keep falling may be below 60x would be real nice"
X Link 2026-02-12T06:40Z [----] followers, [----] engagements

"So next one down -20% $WTC $WTC.AX Past 3+ months broker trading activity shows why retail investors struggle. While institutions exit aggressively (Macquarie Goldman JP Morgan Citigroup - 65% of selling) retail brokers led by CommSec (30%) absorb shares. Retail endures the pain then buys at https://t.co/oH7f71MDeP $WTC $WTC.AX Past 3+ months broker trading activity shows why retail investors struggle. While institutions exit aggressively (Macquarie Goldman JP Morgan Citigroup - 65% of selling) retail brokers led by CommSec (30%) absorb shares. Retail endures the pain then buys at"
X Link 2026-02-12T11:21Z [----] followers, [---] engagements

"😂 Trucking and logistics stocks are swept into the AI anxiety sell-off $IYT -3.2% https://t.co/L0ta9LrhPD Trucking and logistics stocks are swept into the AI anxiety sell-off $IYT -3.2% https://t.co/L0ta9LrhPD"
X Link 2026-02-12T19:30Z [----] followers, [---] engagements

"@JohnWickPencil sell first chat later"
X Link 2026-02-12T23:47Z [----] followers, [--] engagements

"ASX Equal weight rolling over"
X Link 2026-02-12T23:48Z [----] followers, [---] engagements

"anyone hit any green stock today"
X Link 2026-02-13T00:35Z [----] followers, [----] engagements

"#Gold back above $5K but market cautious as we heading into CNY period next week"
X Link 2026-02-13T02:38Z [----] followers, [---] engagements

"That's so [----] A broadening rally in microcaps will bring plenty of opportunities for finding tomorrow's winners. Here's how Yarra is approaching it. https://t.co/9L9wCOGscc A broadening rally in microcaps will bring plenty of opportunities for finding tomorrow's winners. Here's how Yarra is approaching it. https://t.co/9L9wCOGscc"
X Link 2026-02-13T04:19Z [----] followers, [---] engagements

"When you're so used to these brutal sell off week by week is it a sign we getting close there"
X Link 2026-02-13T05:26Z [----] followers, [---] engagements

"DMX: Kinatico $KYP first half SaaS exit rate growth decelerated from 59% at the end of the first quarter to 41%. This slowdown was attributed to KYP transitioning from selling its legacy compliance offering to its new generation organisational compliance management platform which was launched during the quarter. We would expect growth to re-accelerate in the second half as its marketing ramps up and the new product gets traction. However with KYPs growth momentum interrupted and the market increasingly nervous around software stocks its shares were sold off by 33% during the month. We remain"
X Link 2026-02-13T06:43Z [----] followers, [---] engagements

"Equally in most of our asx names. When you bought $TSLA at $414.50 in [----]. Its trading at $414.50 in [----]. https://t.co/HxjscgZUj5 When you bought $TSLA at $414.50 in [----]. Its trading at $414.50 in [----]. https://t.co/HxjscgZUj5"
X Link 2026-02-13T08:59Z [----] followers, [---] engagements

"@galumay well most of us aint smart as you RIcky 😅. Okay i was whinging a bit but anyway"
X Link 2026-02-13T09:38Z [----] followers, [--] engagements

"@rhysdiab Really 20x for a monopoly business that leverages on almighty Aussie propadees which CBA being milking on can trade at 35x"
X Link 2026-02-13T10:16Z [----] followers, [---] engagements

"@markgardn May be when that happens money will finally come out of commodities back into tech"
X Link 2026-02-14T06:49Z [----] followers, [---] engagements

"@galumay U see this happening to software too"
X Link 2026-02-14T07:06Z [----] followers, [--] engagements

"@LukeyTrags @realhagetaka Met"
X Link 2026-02-15T05:57Z [----] followers, [---] engagements

"About time for Rare Earth to boom $VML https://www.afr.com/companies/mining/lynas-takes-charge-of-shipping-amid-rare-earths-boom-20220119-p59pik https://www.afr.com/companies/mining/lynas-takes-charge-of-shipping-amid-rare-earths-boom-20220119-p59pik"
X Link 2022-01-19T06:36Z [----] followers, [--] engagements

"$GQG Partners Retained at buy at Goldman Sachs; Price Target: $3.00 Retained at buy at Ord Minnett; Price Target: $3.35"
X Link 2024-10-08T06:46Z [----] followers, [---] engagements

"Morgan Stanley: " $GQG is expanding distribution to the Middle East and this should start to assist flows in FY25E. Over time GQG's new Private Markets strategies could also add to flows and earnings diversification though this is not in our forecasts. GQG is trading on just 7x FY25E PE. While we acknowledge the key person risk and recent negative headlines GQG is still trading well below MFG on 15x FY25E PE and PPT on [----] FY25E PE. " Overweight - $3.26 Price Target https://twitter.com/i/web/status/1877491515918004593 https://twitter.com/i/web/status/1877491515918004593"
X Link 2025-01-09T23:03Z [----] followers, [---] engagements

"Two income stocks doing the magic lately @rhysdiab $GQG $HMC @ryu_tay Thank you for buying $GQG its working so far Can you also buy $HMC 😂 https://t.co/pTK8TjP1rJ @ryu_tay Thank you for buying $GQG its working so far Can you also buy $HMC 😂 https://t.co/pTK8TjP1rJ"
X Link 2025-11-26T23:23Z [----] followers, [----] engagements

"Macquarie downgraded $GQG to Neutral - $1.65 PT "With fund performance likely to remain below benchmarks cutting FY27 EPS forecast by -8% though FY25-26 saw small increases on base management fee lifts" @FNarena"
X Link 2026-01-20T00:54Z [----] followers, [---] engagements

"Citi: "A&NZ healthcare stocks underperformed in [----] due to stock-specific issues rather than sector weakness with [----] again expected to be driven by company-level narratives. $TLX and $RMD named top picks; Neutral on most services names; $SON downgraded on risk of 1H26 underperformance. $PME seen as best-in-class with AI upside optionality. Buy retained TP $350." @FNArena https://twitter.com/i/web/status/2015931458108756000 https://twitter.com/i/web/status/2015931458108756000"
X Link 2026-01-26T23:34Z [----] followers, [---] engagements

"That was a tough tough month of January😵💫 - not in the sense of huge drawdown but more in a swift narrow sector rotations of money flow every freakin single day For weeks or months growth names continued to get sold off anything that has growth attributes - sell sell sell. Anything that has no earnings good story low price point speculative - buy buy buy. It worked for most of the month until. today post mid day the rug pull wrecked in out of nowhere🤮 Thought i did pretty okay throughout the month hanging there. only to get wrecked on the last trading day 😵Gee sus. And surprisingly growth"
X Link 2026-01-30T08:00Z [----] followers, [----] engagements

"Some thoughts from Gem on the SaaSpocalypse locally. $WTC $PME appear to be the strongest moat $EOL comes next Classified ones are in grey zone Surprisingly $OCL and $XRO are in muddy water"
X Link 2026-02-04T21:25Z [----] followers, [----] engagements

"🤷🏻♂ The P/E of Software & IT services has fallen sharply.with the valuation premium having collapsed to postGFC lows GS https://t.co/lbDEMvn4C5 The P/E of Software & IT services has fallen sharply.with the valuation premium having collapsed to postGFC lows GS https://t.co/lbDEMvn4C5"
X Link 2026-02-06T12:02Z [----] followers, [---] engagements

"Another day index up 0.5% thanks to BHP ANZ while the rest falters off - 1/5 of stocks in green"
X Link 2026-02-11T23:26Z [----] followers, [---] engagements

"Not a bad result $GQG 98% of revenue is intact as long as their FUM is growing. Market been way too harsh on it 82.5% gross margin 77% operating margin 12%+ dividend yield I think this should outperform today"
X Link 2026-02-12T21:55Z [----] followers, [----] engagements

"Specs finally rolling over too ytd been fun"
X Link 2026-02-13T04:16Z [----] followers, [---] engagements

"Our tech index RSI has fallen to level not seen since. [----] 😅"
X Link 2026-02-13T07:18Z [----] followers, [----] engagements

"🤣🤣🤣 https://t.co/UuRuTOkCZg https://t.co/UuRuTOkCZg"
X Link 2026-02-13T09:10Z [----] followers, [---] engagements

"Same playbook we had Black Friday US had bouncing Friday 🤷🏻♂"
X Link 2026-02-13T13:31Z [----] followers, [---] engagements

"I think metals will crash too if that happens"
X Link 2026-02-14T05:09Z [----] followers, [----] engagements

"Something to digest 😮"
X Link 2026-02-14T06:54Z [----] followers, [---] engagements

"A bit of chilling if all Rajiv thesis play out real 😥 $GQG https://www.afr.com/markets/equity-markets/the-market-s-biggest-tech-bear-is-finally-growling-20260213-p5o24c https://www.afr.com/markets/equity-markets/the-market-s-biggest-tech-bear-is-finally-growling-20260213-p5o24c"
X Link 2026-02-15T01:25Z [----] followers, [----] engagements

"@fintegrate Glad I havent been thinking alone. The only thing I am not sure is to add some short Nasdaq or not its looking edgy but yeah you just never know for sure what wall st gonna come out with 🤷🏻♂"
X Link 2026-02-15T15:06Z [----] followers, [--] engagements

"$GQG holders be like @ryu_tay Thank you for buying $GQG its working so far Can you also buy $HMC 😂 https://t.co/pTK8TjP1rJ @ryu_tay Thank you for buying $GQG its working so far Can you also buy $HMC 😂 https://t.co/pTK8TjP1rJ"
X Link 2025-11-19T01:18Z [----] followers, [----] engagements

"Alright finally got some time to look back at my CY performance. What a ride [----] has been JanFeb: Volatile poor market breadth MarApr: Volatile growth stocks crashed MaySep: Best run ever everything rallied OctDec: Tech and growth stocks sold off hard with money rotating into resources and specs Portfolio closed the year at +18.27% Biggest winners: PLS EOL CDA RMS SYL LKY AYA GQG CAT OCC SKS RUL EDU DUG Biggest losers: TNE PME REA WTC ERD ZIP TLX XRO AD8 Key lesson this year: be more active. Dont be afraid to take profits. Never underestimate the impact of macro. Unfortunately ASX liquidity"
X Link 2026-01-01T17:13Z [----] followers, [----] engagements

"Despite the outperformance outflows worsened in Jan 😵 $GQG"
X Link 2026-02-10T21:57Z [----] followers, [----] engagements

"FY26 pe now 75x back to [----] level. Unfortunately nasdaq still hasnt even started correction. so my guess is we prob have further to go. Barrenjoey has upgraded Pro Medicus $PME to Overweight: ". a bad day to be a software stock but PME should not have been down 24%. "The 1H26 miss was driven by contract phasing (larger 2H skew) with FY26E B*e revenue unchanged pre-currency adjustments. FY26E+ EPS revisions Barrenjoey has upgraded Pro Medicus $PME to Overweight: ". a bad day to be a software stock but PME should not have been down 24%. "The 1H26 miss was driven by contract phasing (larger 2H"
X Link 2026-02-13T00:50Z [----] followers, [----] engagements

"Didnt realise it was already last Nov when I cut loss on XRO gee look how worse things have been since then if I continued to hang on to it 🤷🏻♂"
X Link 2026-02-13T08:36Z [----] followers, [----] engagements

"@rhysdiab @Nobody_But_M3 Better for shitcos punting or worse case btc"
X Link 2026-02-15T22:58Z [----] followers, [--] engagements

"This one day pumping three days dumping of Growth vs Values Tech vs Resources vs Banks Small vs Large Specs vs Quality Just drives you insane. Eventually you get smashed down as money rotation is so fast that index just keeps melting up but most of your individual holdings get drown😵💫 https://twitter.com/i/web/status/2023261979826380907 https://twitter.com/i/web/status/2023261979826380907"
X Link 2026-02-16T05:03Z [----] followers, [----] engagements

"Should support gold youd think BREAKING: Experts warn that Japan under Sanae Takaichi who now holds a supermajority is set to dramatically rebuild its military power marking a sharp shift away from decades of post WWII restraint. China views the move as a direct threat especially as Japan has https://t.co/zkYzMAX5IJ BREAKING: Experts warn that Japan under Sanae Takaichi who now holds a supermajority is set to dramatically rebuild its military power marking a sharp shift away from decades of post WWII restraint. China views the move as a direct threat especially as Japan has"
X Link 2026-02-16T11:54Z [----] followers, [---] engagements

"$EZL still under the radar 🧐 🔹 14c cash return = 15% yield at 90c 🔹 $79m cash zero debt + $20m investments 🔹 Consistent divs lean post-restructure 🔹 Quiet M&A proxy in WA small-cap space 🔹 Capital light high ROE no dilution Still looks mispriced. #ASX #EZL #dividendyield #undervalued $EZL.ax $EZL $EZL.ax $EZL"
X Link 2025-06-13T05:47Z [----] followers, [---] engagements

"@fintegrate Yeah too hard trying to gone all in on a few selected stocks. Market rotation is worse than bear market"
X Link 2026-02-15T14:24Z [----] followers, [---] engagements

"Too cheap $MAU.ax $GMD.ax"
X Link 2026-02-15T22:21Z [----] followers, [---] engagements

"@rhysdiab Same played out last few weeks Thus Fri capitulated Mon bought back Tues Wed profit taking. It's a trader's dominant market"
X Link 2026-02-16T07:40Z [----] followers, [--] engagements

"Oh Marcus Fundamentals don't matter and momentum is the game. If you want to play it @MarcusPadley says you need to start thinking like a computer. https://t.co/2JcbfI21B2 Fundamentals don't matter and momentum is the game. If you want to play it @MarcusPadley says you need to start thinking like a computer. https://t.co/2JcbfI21B2"
X Link 2026-02-17T02:36Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing