@sj_xxxxxxx Ye-shiva WestbergYe-shiva Westberg posts on X about ai, in the, lol, bullish the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks 34.11% finance 13.95% technology brands 11.63% social networks 3.1% luxury brands 1.55% exchanges 0.78% formula 1 0.78% automotive brands 0.78% countries 0.78% celebrities 0.78%
Social topic influence ai 10.85%, in the 6.98%, lol 6.2%, bullish 4.65%, $frog #25, $amzn 3.1%, rich 3.1%, biz 3.1%, googl 2.33%, $u 2.33%
Top accounts mentioned or mentioned by @icgmode @gobirds555 @bucketshopcap @akramsrazor @aggiecapitalist @shortbusace @marketplunger1 @premarks @lfgcap @twannsworld @partnersroad @privatebankass @bschoolboogaloo @icg_mode @firstadopter @alczervik @marcslans @viggykrishnan @upholdings @vinnydaniel0
Top assets mentioned Frodo the virtual samurai (FROG) Amazon.com, Inc. (AMZN) Unity Software Inc. (U) Tenable Holdings, Inc. (TENB) GitLab Inc. (GTLB) Confluent, Inc. (CFLT) Alphabet Inc Class A (GOOGL) Datadog Inc (DDOG) Salesforce Inc (CRM) Netflix Inc (NFLX) Workday Inc (WDAY) Sarepta Therapeutics, Inc. (SRPT) Rubrik, Inc. (RBRK) Commault Systems, Inc. (CVLT) Flywire Corporation (FLYW) Enphase Energy Inc (ENPH) Metadium (META) Dynatrace, Inc. (DT) monday.com Ltd. (MNDY) Robinhood Markets, Inc. (HOOD) Cloudflare, Inc. (NET) AppLovin Corporation (APP) Palantir Technologies Inc. (PLTR)
Top posts by engagements in the last [--] hours
"seems some are shouting $RBRK shouldn't be down on $CVLT -- other than the price being down any reason you think the narrative on displacement-driven growth cycle coming to an end doesn't warrant an incre reduction in mult applied to fwd estimates or just price down so buy"
X Link 2026-01-28T12:17Z [----] followers, [----] engagements
"@AggieCapitalist ok so why do you believe it should be closer to mkt mult the new sources of $FLYW growth are empty calories (lower margin). so yea it's growing with less profitable sources of tpv"
X Link 2026-02-03T16:00Z [----] followers, [---] engagements
"$ENPH -- abt 25% float held short / [--] dtc. almost every broker incl rbc gs jpm and ms bullish post eps. bear case of resi solar reset in [----] deeper than expected has been disproven for now by mgmt commentary on demand bottoming & guide. growth accel + margin expansion. long ENPH is gonna double quickly ENPH is gonna double quickly"
X Link 2026-02-04T14:14Z [----] followers, [---] engagements
"feels almost inevitable for me that $AMZN sells off today in anticipation of it selling off on eps conclusion tonight that high ai capex spend not worth it esp. if that same conclusion was reached for $GOOGL & $META where they have more convincing and visible ROI proof points"
X Link 2026-02-05T13:39Z [----] followers, [----] engagements
"$DT eps / +ve commentary on observability sector probly a good thing for $DDOG ahead of its eps (tues bmo) and AD (thurs)"
X Link 2026-02-09T13:11Z [----] followers, [----] engagements
"happy $mndy baggies. today's outlook for cloudy skies with zero visibility"
X Link 2026-02-09T13:45Z [----] followers, [----] engagements
"@bucketshopcap @firstadopter notice how there are tons of these types of accounts posting stuff like this but no one posting ytd returns % yet"
X Link 2026-02-10T16:09Z [----] followers, [---] engagements
"messin with some $HOOD calls for the print 2nite. has sold off on crypto fears but still inn good position with prediction mkts higher vol in equity options leading to higher spreads and strong product velocity making 'other levers to pull' narrative credible + trump accounts"
X Link 2026-02-10T20:57Z [----] followers, [---] engagements
"$NET -- all the ss notes bullish given rev accel strong fy'26 rev guide agentic ai beneficiary. everyone agrees deserves premium valuation vs comps. question is how much. think it compresses given zero fcf valuation support in this mkt with gm% trajectory downwards"
X Link 2026-02-11T11:46Z [----] followers, [---] engagements
"$U -- shoot first questions later"
X Link 2026-02-11T12:54Z [----] followers, [---] engagements
"$U -- mgmt doing an exceptional job dispelling various fears"
X Link 2026-02-11T13:59Z [----] followers, [---] engagements
"@_al_czervik made it clear ironsource is backwards looking. focus on vector which is still firing on all cylinders $U"
X Link 2026-02-11T14:06Z [----] followers, [---] engagements
"@marc_slans yes"
X Link 2026-02-11T20:35Z [----] followers, [---] engagements
"@shortbus_ace probably true but oby for a lot of fields. [--] competent employee = productivity equivalent of 2-5 employees with use of AI tools"
X Link 2026-02-12T17:33Z [----] followers, [---] engagements
"@icg_mode but with the scarcity of actual proven AI beneficiaries think $FROG has pot'l to get a lot more crowded as people concentrating into handful of winners and selling everything else that's a pot'l loser"
X Link 2026-02-12T20:56Z [----] followers, [---] engagements
"dammit need to stop gambling on these call option lottos after an hour of vibes-based diligence"
X Link 2026-02-12T21:13Z [----] followers, [---] engagements
"@icg_mode yea i only look for monster move pot'l on eps plays -- thought frog had it to the upside guess not"
X Link 2026-02-12T21:15Z [----] followers, [--] engagements
"@viggy_krishnan @UPHOLDINGS is them putting up returns more a function of the trading system/discipline/risk cntrl in current envir or is it more of a function of superior fundamental view of company by analysts My instinct is to say the former. the cogs can be replaced easily machine continues working"
X Link 2022-08-23T20:59Z [----] followers, [--] engagements
"@Vinny_Daniel0 it's whatever that gets you to your preconceived price target"
X Link 2022-10-07T04:56Z [----] followers, [--] engagements
"@marketplunger1 i'm a buyer of googl after a 7.874% or greater fall according to satellite imaging data and quant models I have. i paid a lot for a mba and completed a multiple choice test to earn my cfa so I know exactly what i'm talking about"
X Link 2022-10-23T22:00Z [----] followers, [--] engagements
"$TENB -- playing this with calls. very neg senti on VM space but that focus will shift to EM as the co introduces new metrics to align with TenableOne traction on this q4 call. this is catalyst for inflection pt. still lots of growth left selling to existing customers so less"
X Link 2026-02-04T20:53Z [----] followers, [---] engagements
"also hard to imagine people walking away with any amount of positivity on details of $AMZN putting $50BN into Oai (viewed as a fire pit for capital incineration). just not a stock investors give any benefit of the doubt to from my read"
X Link 2026-02-05T14:03Z [----] followers, [---] engagements
"TY to whoever bought these illiquid $TENB calls from me. i was hoping just to breakeven but somehow made 2x. pure luck on this one i'll admit it"
X Link 2026-02-05T15:51Z [----] followers, [---] engagements
"lol you know this isn't the bottom b/c people are trying to bottom tick and then immediately feel the urge to post on here what they just bought in desperate hopes to convince others to follow them so they can start making back money with great urgency. more pain ahead"
X Link 2026-02-05T16:30Z [----] followers, [----] engagements
"the internet ended up being amazing but the dot com bubble still popped. ai could end up being amazing but the ai bubble will still pop. the biggest co's are racing to spend 100s of $ BNs but the mkt doesn't believe in the ROI. could prove to be good ROI in 5-10 yrs who knws"
X Link 2026-02-06T13:49Z [----] followers, [---] engagements
"hindsight bias"
X Link 2026-02-10T16:11Z [----] followers, [---] engagements
"any1 who posts stuff like this is a complete grifter"
X Link 2026-02-10T16:14Z [----] followers, [---] engagements
"i can't stop laughing at these tweets $app is so bad that im literally calculating what APP will trade at in [----] if they buyback 4% or shares then 6% then 8% then 10% all with price not moving at all $app is so bad that im literally calculating what APP will trade at in [----] if they buyback 4% or shares then 6% then 8% then 10% all with price not moving at all"
X Link 2026-02-12T18:33Z [----] followers, [---] engagements
"$FROG -- eps 2nite. feels like pot'l $FSLY-like move on clear AI beneficiary. all devs using 1+ co-assists simultaneously means more binaries means more jfrog usage. conservative guide does not include usage over commits. betting usage over commits blows it out of the water"
X Link 2026-02-12T20:17Z [----] followers, [----] engagements
"+ $FROG mgmt at ubs conf 12/2/25: "But what we expect as we head into Q4'2525 is that again set it up for a very responsible guide. Assuming that we can continue to execute on the momentum that we're seeing in the pipeline it could be a very nice and attractive set-up.""
X Link 2026-02-12T20:18Z [----] followers, [---] engagements
".i.e. literally telling you they are about to crush the living daylights out of Q4 $FROG"
X Link 2026-02-12T20:19Z [----] followers, [---] engagements
"@icg_mode lfg $FROG https://x.com/sj_xxxxxxx/status/2022042305658859659s=20 $FROG -- eps 2nite. feels like pot'l $FSLY-like move on clear AI beneficiary. all devs using 1+ co-assists simultaneously means more binaries means more jfrog usage. conservative guide does not include usage over commits. betting usage over commits blows it out of the water. https://x.com/sj_xxxxxxx/status/2022042305658859659s=20 $FROG -- eps 2nite. feels like pot'l $FSLY-like move on clear AI beneficiary. all devs using 1+ co-assists simultaneously means more binaries means more jfrog usage. conservative guide does"
X Link 2026-02-12T20:43Z [----] followers, [---] engagements
"@GoBirds555 so for $FROG -- the pot'l Q4 blowout with heavy usage over commits (v expensive for cust) leads to incr min commits leading to higher guide. but even with the higher guide thier guide phil still viewed as conservative b/c usage over commits could still blow out looking ahead"
X Link 2026-02-12T20:53Z [----] followers, [---] engagements
"@icg_mode does kinda feel that way with all the positive ss previews"
X Link 2026-02-12T20:55Z [----] followers, [--] engagements
"ATTENTION EVERYONE -- I WAS WRONG ON A STOCK / OPTIONS PICK. WE CAN'T ALL BE RIGHT EVERY SINGLE TIME like @akramsrazor -- follow him for utterly bull shit content Im smart https://t.co/o7WPjum9US Im smart https://t.co/o7WPjum9US"
X Link 2026-02-13T16:59Z [----] followers, [----] engagements
"@akramsrazor @Gravy_Capital -30% how you ever gonna make that back"
X Link 2026-02-13T17:01Z [----] followers, [---] engagements
"@HeroDividend rich person - owns a gold watch wealthy person - owns the watch store"
X Link 2022-11-29T22:18Z [----] followers, [--] engagements
"@P_Remarks $GTLB has a job posting on LinkedIn for sr manager IR -- doesn't seem like something a company actually for sale would do.looks like they planning on staying public"
X Link 2026-02-05T16:01Z [----] followers, [---] engagements
"feels like $DDOG fades from here ahead of AD on thursday. given the stock pop on eps pple probably thinking unlikely much more incre exciting things on AD to drive further upside + the analyst questions still imply potential ai disruption fears"
X Link 2026-02-10T13:38Z [----] followers, [----] engagements
"@GoBirds555 ah that's fair. so if it's determined by the forces that be it is more capital intensive than previously thought / has less ability to generate future fcf that's incre -ve for the stock's relative valuation premium"
X Link 2026-02-11T11:59Z [----] followers, [--] engagements
"@shortbus_ace @CuiBonoCapital"
X Link 2026-02-16T15:50Z [----] followers, [--] engagements
"@BabaGhanoushLLC I usually take a mini vacation everyday from 11PM to 6AM"
X Link 2023-06-16T00:19Z [----] followers, [----] engagements
"@liensofnewyork Thats why good investors dont waste time on these dinners. Time is better spent working out and cleaning your head vs stuffing it with more b/s"
X Link 2023-07-21T20:19Z [----] followers, [----] engagements
"@DanielSLoeb1 Meh whatever its been entertaining"
X Link 2023-08-03T00:32Z [----] followers, [---] engagements
"Congrats to everyone dunking on ADYEN and all other fintechs AFTER the price action. You all are brilliant investooors"
X Link 2023-08-18T02:52Z [----] followers, [----] engagements
"@lfg_cap Tbf he admits to having clouded judgement"
X Link 2023-09-01T17:17Z [----] followers, [---] engagements
"@headofpoasting @Duderichy at least use koyfin which is the closest retail plebs can get to bberg"
X Link 2023-09-01T19:29Z [----] followers, [---] engagements
"@buccocapital His line is just too high for us mere mortals who didnt hit the lottery being a sales guy at Facebook at the right time"
X Link 2023-09-01T23:49Z [----] followers, [----] engagements
"@RammerCapital long onlys with 3-7 year holding periods"
X Link 2023-11-15T16:46Z [----] followers, [----] engagements
"@ValueStockGeek Any of Talebs rambling"
X Link 2024-03-04T12:04Z [----] followers, [----] engagements
"@LaBennoBall @allnick"
X Link 2024-03-11T00:09Z [----] followers, [----] engagements
"@Citrini7 'just be a make money investor' -- gavin baker / modest proposal"
X Link 2024-11-15T18:44Z [----] followers, [----] engagements
"and the winner of the dumbest career destroying tweet goes to Alex Moore @8vc -- would be crazy to see $PLTR destroyed next week on rumors this guy and board under investigation for stock manipulation by @SECGov A board member of $PLTR today said they will be moving their stock listing from the NYSE to the Nasdaq because it would push the stock price higher. [--] hour later he deleted his X (twitter) account https://t.co/7FY1s5crwt A board member of $PLTR today said they will be moving their stock listing from the NYSE to the Nasdaq because it would push the stock price higher. [--] hour later he"
X Link 2024-11-15T21:56Z [----] followers, [----] engagements
"@svscnne @yungmtngoat lol that you're wearing a clock as a wrist watch"
X Link 2024-12-08T23:19Z [----] followers, [---] engagements
"@signulll or for normal people who don't want to die of boredom in a suburb or tier 2/3 city"
X Link 2024-12-23T19:36Z [----] followers, [----] engagements
"my toppy indicator: too many gym bros talking stocks and options in the hometown. guy that runs 'optionsful' (charges $250/mo for live options trading advice) pulls up in McLaren (with massive logo of brand all over) and is asked questions the entire time during his workout"
X Link 2024-12-27T13:10Z [----] followers, [----] engagements
"@jevgenijs biggest clown in fintech"
X Link 2025-01-29T14:40Z [----] followers, [--] engagements
"Live shot of Benioff over at $CRM right now looking at $INFA trading at 50% off from when he was rumored to be looking to acquire a year ago"
X Link 2025-02-14T12:04Z [----] followers, [----] engagements
"@HedgeyeComm have a sinking feeling $NFLX gets pummeled. something something about generals getting shot last -- it is the general in this tariff driven mkt"
X Link 2025-04-16T18:09Z [----] followers, [---] engagements
"any1 else feel it's their moral obligation to buy $INTC in the 18s irrespective of anything else going on"
X Link 2025-04-16T19:02Z [----] followers, [----] engagements
"my $NFLX short thesis attached -- $700-ish price target post EPS If you are $NFLX IR. do you really float [----] targets ahead of earnings if you are going to have a great Q1 If you are $NFLX IR. do you really float [----] targets ahead of earnings if you are going to have a great Q1"
X Link 2025-04-17T18:12Z [----] followers, 107.8K engagements
"@nishantkumar07 maybe spend less time accumulating random masters degrees and spend more time idk doing your job and managing risk just a thought idk though"
X Link 2025-04-24T15:13Z [----] followers, [----] engagements
"20 bucks for $CFLT aiiiteee"
X Link 2025-05-01T14:07Z [----] followers, [---] engagements
"@TwannsWorld @bucketshopcap intellectually stimulating if you are a squirrel"
X Link 2025-05-07T02:33Z [----] followers, [---] engagements
"ngl pretty sweet to see $UNH crumble before our eyes. no position"
X Link 2025-05-15T13:39Z [----] followers, [---] engagements
"something smells off with wsj piece on $WOLF. only first [--] paragraphs are recent news rest is rehash of old news. new ceo brought in 5/1 for a reason. chips act is evolving not dead so still chance there is funding later in summer. why call it quits before more clarity on act"
X Link 2025-05-21T11:54Z [----] followers, [----] engagements
"court ruling is actually a very bearish development contrary to what futures seem to be indicating -- pls see my thoughts pasted below. look forward to all feedback $QQQ $SPX $IWM $NVDA"
X Link 2025-05-29T02:37Z [----] followers, [----] engagements
"quick $GTLB thoughts: q2 guide seems conservative; want larger beat % next q for new ceo to look good. guide assumes apr macro conditions while may/june have improved (incl more dev hiring). DOGE overhang on fed biz now removed. 6/24 event acts as floor on stk limited downside"
X Link 2025-06-10T21:24Z [----] followers, [----] engagements
"$BA -- quick thoughts: [--] yr old plane. oby been working for [--] years likely a maintenance issue so not BA fault. several videos online about air india not maintaining planes. or an engine issue as pilot reportedly said that before crashing. first dreamliner crash ever"
X Link 2025-06-12T13:26Z [----] followers, [----] engagements
"i can't tell whether everybody screaming traditional app sw/saas is not dead is extremely bullish or bearish. hope the former but prepared for the latter $WDAY $GTLB $ADBE $CRM"
X Link 2025-07-12T16:51Z [----] followers, [----] engagements
"1. trump tests mkt reaction to powell firing [--]. sees negative reaction [--]. TACO"
X Link 2025-07-16T15:38Z [----] followers, [----] engagements
"$SRPT -- seems like a [---] narrative shift in the positive direction: hostile FDA overhang on completely removing drug from mkt -- cooperating with FDA for a few week shipping suspension just to fix the labels. idk but narrative shift seems bullish to me w/ overhang removed zero idea of biotech but here's my $SRPT take: labeling this death as the "3rd death" is misleading -- has nothing to do with prior [--] deaths from diff drug. they also scrapped further development of this '3rd death' causing one yest in restructuring. irrelevant looking forward. zero idea of biotech but here's my $SRPT take:"
X Link 2025-07-22T10:34Z [----] followers, [----] engagements
"why everyone bitchin about $GOOG not ripping it was [---] a month ago been ripping"
X Link 2025-07-23T20:52Z [----] followers, [----] engagements
"@partners_road i can't possibly understand how an undergrad would be a good buyside intern ever. assuming that's what you're referring to and not ibd"
X Link 2025-07-25T18:10Z [----] followers, [----] engagements
"feeling like $CFLT is a short: sellside seems very one-sided to long leaning in ST given last q guide cut but still several MT/LT questions around competition gen ai beneficiary or not. don't think it gets the benefit of the doubt if mkt sniffs competitive threats in this mkt"
X Link 2025-07-30T19:53Z [----] followers, [----] engagements
"$CFLT -- the phrase "you know" was used [---] times during the Q&A session this quarter vs. only once last quarter. not a very inspiring thing to see as heavy usage typically indicates someone is trying to bullshit you especially considering the 192x QoQ increase. feeling like $CFLT is a short: sellside seems very one-sided to long leaning in ST given last q guide cut but still several MT/LT questions around competition gen ai beneficiary or not. don't think it gets the benefit of the doubt if mkt sniffs competitive threats in this mkt feeling like $CFLT is a short: sellside seems very"
X Link 2025-07-31T11:00Z [----] followers, [----] engagements
"@marketplunger1 ta is good for timing entries and exits. trash on its own just like using fundies or any [--] thing on its own is trash in the markets"
X Link 2025-08-06T21:07Z [----] followers, [----] engagements
"my long $PUBM hypothesis going into the print tonight pasted below for your consideration. Thank you for your attention to this matter"
X Link 2025-08-11T18:27Z [----] followers, 10K engagements
"in the context of this mkt i assume the $WDAY takeaway is going to be: have to acquire AI b/c internal efforts trash. acquiring AI to hide decelerating organic biz in a saturated large hcm NA mkt; everyone wanted sub rev guide raise but they could only make LOs happy with m&a"
X Link 2025-08-21T20:16Z [----] followers, [----] engagements
"not an expert on this one but don't get how $OKTA removing prior assumptions around macro prudence from guide in order to force a guide raise with less future beat % is perceived to be bullish for the stock. people have been selling into pops -- not sure anything changes here"
X Link 2025-08-27T12:52Z [----] followers, [---] engagements
"@bgurley great comment. someone with a ton of followers said said earlier that $AMZN is cheap b/c AWS should trade at 15x fwd ev/rev.lots of unlearning still left if folks thinking this way"
X Link 2022-04-29T20:07Z [----] followers, [--] engagements
"have fun being long your favorite tech stock with massive untapped TAMs off the charts rule of [--] deep moats and path to profitability #stockmarketcrash"
X Link 2022-06-10T00:42Z [----] followers, [--] engagements
"@privatebankass one set of current over-promisors / future under-deliverers beat out another set of over-promisors / future under-deliverers"
X Link 2022-11-09T14:39Z [----] followers, [--] engagements
"@privatebankass @alifarhat79 is that code for stuffing couch cushions with cocaine and working for the cartel"
X Link 2023-02-13T18:34Z [----] followers, [----] engagements
"@nw3 @HotForMoot trainer knows he's so f'd if he accidentally hits zuck"
X Link 2023-02-26T03:27Z [----] followers, [---] engagements
"@rvc330 lol really rich people don't give a sht about brands. a pair of levis for $50 vs. a pair of loro piana tousers for $800 are both pennies for them. also tend to be against paying a bs premium to anyone -- that's ingrained / matter of principle which contributed to success"
X Link 2023-02-26T22:50Z [----] followers, [----] engagements
"@bschoolboogaloo reminds me of an md I had who didn't like the shoes analysts were wearing to the office (think kenneth cole loafers etc) -- wrote every analyst a blank check to go buy better shoes.pretty cool"
X Link 2023-04-13T13:32Z [----] followers, [----] engagements
"@BucknSF Not bad for a random biz dev guy at FB who was at the right place at the right time"
X Link 2023-04-14T20:25Z [----] followers, [----] engagements
"@Chrisprucha @muddu_c @Suhail @ParanoidAnalyst I'm a Basketball Player and so is Lebron James. Doesn't mean the same thing to say we are both Basketball Players. As someone very smart once said "There are levels to this shit.""
X Link 2023-05-26T13:33Z [----] followers, [----] engagements
"@JetSkiGolfLife lol come on bro -- associates don't blow up funds the PMs do. you know better than that"
X Link 2023-07-20T13:38Z [----] followers, [----] engagements
"just me or does this launch sound like a complete grift"
X Link 2023-08-04T13:13Z [----] followers, [----] engagements
"@MasaSonCap If hes drinking b4 the one episode a week I think hes fine. Also who cares if hes not. There are millions and millions of not famous people who are not fine in the world. Cant spend our time worrying about em all can we Were all in the arena not all of us make it out"
X Link 2023-09-02T23:52Z [----] followers, 11.3K engagements
"@bschoolboogaloo More efficient is to complete stuff by Friday and wait for the weekend to send it to people. Working 1-5 hours on the weekend buys so much goodwill its crazy"
X Link 2023-10-26T16:45Z [----] followers, [----] engagements
"@chamath don't you give talks at Stanford haven't seen you do any talks at Foothill Community College etc"
X Link 2023-11-06T20:10Z [----] followers, [----] engagements
"@whatstheTAM Lol what was the point of removing last name"
X Link 2023-12-05T23:20Z [----] followers, [----] engagements
"@TheLAPurchaser Were analysts - were gonna transcribe every single word management says during a fireside chat regardless of the futility of this effort"
X Link 2023-12-08T11:50Z [----] followers, [----] engagements
"@EnronChairman Id be so fckn pissed if I spent a shit ton of money on college and then had to do this after"
X Link 2023-12-20T19:47Z [----] followers, [---] engagements
"" $GOOGL IS TOO CHEAP " -- literally everyone on fintwit let's send it down [--] more turns and see the real capitulation first before buying"
X Link 2024-03-01T14:47Z [----] followers, [----] engagements
"Oddly enough Ive really come to like this guys content The haters are hitting snooze while Im out here choosing rich https://t.co/H8gbpRz69b The haters are hitting snooze while Im out here choosing rich https://t.co/H8gbpRz69b"
X Link 2024-03-19T15:49Z [----] followers, [----] engagements
"@boutique_banker Is he pursuing an mba at a community college"
X Link 2024-06-20T02:43Z [----] followers, [----] engagements
"@Rebrand_As_Y had a force fed college intern in ib days. family friend of founder. philosophy/english major at mid state school. zero interest in finance but was hilarious and an absolute joy to be around despite compete incompetence and disinterest in the job. didn't want a return offer"
X Link 2024-07-16T14:39Z [----] followers, [----] engagements
"@QuisitiveInvest lol actually paying medical bills is for plebs. they'll be happy to collect 20% of it in a few years over installments"
X Link 2024-08-22T13:04Z [----] followers, [----] engagements
"@JerryCap good. i worked with a guy in IB who got canned for writing fake cab receipts to get reimbursed. can't trust them with that def can't trust on client sensitive info etc"
X Link 2024-10-17T16:05Z [----] followers, [----] engagements
"someone I met is interviewing for a jr analyst / assoc position at p72. having him build a [--] statement model on a stock and do a long / short recommendation with supporting valuation all before even talking to a human being. [--] weeks to work on it.pretty ridiculous ask imo"
X Link 2024-10-30T21:49Z [----] followers, [----] engagements
"@BichonRedux how is being in the top 99%+ of US savings bracket with 3-4 milly not considered rich"
X Link 2024-11-11T20:03Z [----] followers, [----] engagements
"Why is $SOUN up 20%+ today you ask Cash conversion cycle"
X Link 2024-12-13T17:09Z [----] followers, [---] engagements
"@lfg_cap lol the pple on here who can't even locate the report are ngmi yet alone ever generate anything remotely close to alpha"
X Link 2025-01-20T18:51Z [----] followers, [----] engagements
"@dalibali2 yea would imagine the person who just took a [--] year vacation is refreshed and ready to work again"
X Link 2025-01-30T19:13Z [----] followers, [----] engagements
"lol who / what was selling $NICE at sub 10x ev/fcf with agentic AI on horizon and low / sandbagged guide from new ceo"
X Link 2025-02-27T15:22Z [----] followers, [---] engagements
"@YellowCatCap seriously what complete losers. but on the real what're you hearing with regards to bogey here"
X Link 2025-04-02T13:24Z [----] followers, [----] engagements
"@BustedAuction the hack is to save $ until high school -- then send them to one of those private schools that effectively guarantee admission into ivy - ie Lawrenceville to Yale"
X Link 2025-04-09T11:35Z [----] followers, [---] engagements
"i'm dying at the concept of people actually posting idio stock specific stuff on here. i get it you need to dump your bags but aint no reception to that bs right now"
X Link 2025-04-14T17:03Z [----] followers, [----] engagements
"@mithridatistcap @atelicinvest how can someone even reach pm / cio level without having blown up / nearly blown up their own PA with this hero play on single stock -- and not know by that stage that it is absolutely moronic"
X Link 2025-04-23T14:13Z [----] followers, [---] engagements
"i don't get guys who are always on their phones while taking a piss. why do people constantly need some kind of stimulation. it's like [--] seconds just turn your brain off and chill the fuck out before it's back to being chained to your desk"
X Link 2025-04-24T14:59Z [----] followers, [----] engagements
"@markoinny we have a president manipulating the market and shilling a meme coin. either that's max bullish or max bearish idk which one"
X Link 2025-04-24T17:49Z [----] followers, [---] engagements
"@rev_cap feels like that eerie feeling where animals disappear in nature right before a massive natural disaster hits"
X Link 2025-04-28T20:48Z [----] followers, [----] engagements
"not one tweet on $AMZN today from any worthy account on here. if it rips post EPS expect a barrage of posts saying everyone else was stupid for not buying the bottom in size post lib day. if it dips continuation of radio silence people claiming to be short etc"
X Link 2025-05-01T16:56Z [----] followers, [----] engagements
"feels like a lot of pain on fintwit shorting "bad" businesses without any catalyst. you know what that means: we keep going higher until the howls turn into whimpers and then to silence"
X Link 2025-06-16T20:33Z [----] followers, [---] engagements
"zero idea of biotech but here's my $SRPT take: labeling this death as the "3rd death" is misleading -- has nothing to do with prior [--] deaths from diff drug. they also scrapped further development of this '3rd death' causing one yest in restructuring. irrelevant looking forward"
X Link 2025-07-18T13:08Z [----] followers, [----] engagements
"@partners_road gotcha makes sense. imo if you go get an mba by definition you're risk averse. probly not a great characteristic for job requiring risk taking"
X Link 2025-07-25T18:21Z [----] followers, [---] engagements
"if you're thinking to yourself right now if $DUOL is a stupid language app going to zero it's probably a long"
X Link 2025-07-28T15:45Z [----] followers, [----] engagements
"@TwannsWorld the best in the biz are self taught for the most part"
X Link 2025-07-30T17:23Z [----] followers, [---] engagements
"Best advice I got from Steve Cohen:"
X Link 2025-08-04T21:39Z [----] followers, [----] engagements
"@BoringBiz_ at 2am emails associate who then proceeds to email analyst who then proceeds to email summer intern who fixes and emails deck to analyst with please see attached who then emails associate please see attached who then email vp please see attached at 3am"
X Link 2025-08-07T02:43Z [----] followers, [---] engagements
"lol how fucking stupid would you have to be to put [---] billy into this ai fund"
X Link 2025-08-10T13:13Z [----] followers, [----] engagements
"i've recently been signing off most internal and external emails with a 'thank you for your attention to this matter' but pretty sure 9/10 people don't get the joke. have been getting pretty timely replies though so will continue doing it"
X Link 2025-08-21T02:11Z [----] followers, [---] engagements
"@P_Remarks being bottom bucket banking analyst is actually a flex. means you didn't grind an extra 2-3 hours every night for an extra 10k bonus and still made it to buyside"
X Link 2025-08-28T21:01Z [----] followers, [----] engagements
".reliant on macro / new cust growth. already de-risked NRR at [---] this q with pot'l to accel next q as math works out. dirt cheap + NOW / Armis puts in val floor / M&A pot'l with PE / strategic buyers as EM is hot space / under-appreciated AI beneficiary. $TENB"
X Link 2026-02-04T20:53Z [----] followers, [---] engagements
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