@valuations_ Avatar @valuations_ Valuations

Valuations posts on X about if you, ai, in the, $fa the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 28.35% finance 24.41% technology brands 14.96% cryptocurrencies 4.72% social networks 3.15% countries 2.36% fashion brands 2.36% automotive brands 1.57% financial services 0.79% exchanges 0.79%

Social topic influence if you 6.3%, ai 5.51%, in the 4.72%, $fa #3, market 3.94%, future 3.94%, bearish 3.15%, $adbe #174, $nvda 3.15%, the new 2.36%

Top accounts mentioned or mentioned by @danielsingers @mistermarket0 @buccocapital @buffalobillco @tintincapital @joinyellowbrick @kingdomcapadv @garymarcus @dunkrugering @southernvalue95 @ltmleverage @scrolltroll2023 @riddle245 @poetincapemay @grok @malinvested @pernasresearch @billackman @ryancohen @k3ithmccullough

Top assets mentioned First Advantage Corporation (FA) Adobe, Inc. (ADBE) NVIDIA Corp. (NVDA) Metadium (META) Lululemon Athletica Inc (LULU) Take-Two Interactive Software, Inc. (TTWO) Strategy (MSTR) S&P Global Inc (SPGI) Booz Allen Hamilton Holding, Corp. (BAH) FTI Consulting, Inc. (FCN) Chipotle Mexican Grill, Inc. (CMG) Pinterest, Inc. (PINS) Amazon.com, Inc. (AMZN) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Target Corporation (TGT) Palantir Technologies Inc. (PLTR) Philip Morris International Inc. (PM) Alphabet Inc Class A (GOOGL) Molina Healthcare, Inc. (MOH)

Top Social Posts

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

"@buccocapital Deflation kicks in when they hoover up every last speculative dollar in the market and then slowly tank -80%"
X Link 2026-02-15T14:43Z 19.2K followers, [----] engagements

"$PM the new face of ESG"
X Link 2024-06-04T16:55Z 19.2K followers, 330.2K engagements

"Cant remember the last time I saw so many mid to large caps dump 20-30% on slight misses. Feels ominous"
X Link 2025-11-06T14:50Z 19.2K followers, 106.9K engagements

"@kingdomcapadv Im scarred from DOLE with this high volume low margin names. Have glanced at this in the past and was intrigued. Recently banned myself from calling things cheap on EBITDA why is that the right multiple here given heavy capex"
X Link 2025-12-11T15:22Z 19.2K followers, [----] engagements

"Biggest risk to Mag [--] isnt valuation its the inevitable end point of rising populism borne out of wealth inequality is a president who runs on trust-busting the shit out of big tech. And tbh theyd probably have my vote. YouTube and social media all need heavy regulation"
X Link 2026-01-16T14:31Z 19.2K followers, [----] engagements

"I seriously hope this project Genie thing dumps $TTWO back to like $150. Would be an absolute gift"
X Link 2026-01-30T16:37Z 19.2K followers, [----] engagements

"Youre not bearish enough anon. VIX has no business being below [--] in 2026"
X Link 2026-01-31T20:11Z 19.2K followers, [----] engagements

"@malinvested Most fun Ive had since liberation day. LFG"
X Link 2026-02-04T15:40Z 19.2K followers, [---] engagements

"@pernasresearch I appreciate the take. How soon are agents going to be trustworthy and reliable enough to do taxes accurately While rate have change has been phenomenal Im skeptical this is around the corner just based on personal use. Mass adoption even further"
X Link 2026-02-04T19:30Z 19.2K followers, [---] engagements

"$GOOGL is a short. Outspending the competition was a bull case at $150 not $350. No one is clairvoyant here. If @GaryMarcus is even partially correct this capex will look insane in hindsight. Near-term everything is narrative. How soon before we have another DeepSeek shockwave and people ask why theyre paying 10x sales and 30x EPS Google search was cooked according to everyone like [--] months ago. As growth slows post-midterms (stimmy hangover) what happens to their growth Ads are still cyclical last I checked. Everyone forgot that in [----] too. $GOOGL is a company that doesnt do hype. For them"
X Link 2026-02-05T11:17Z 19.2K followers, 29.4K engagements

"Just got long $MSTR. Lets go"
X Link 2026-02-05T17:44Z 19.2K followers, [----] engagements

"One week and the new narrative is Most S&P companies have reported strong earnings across the board and the Fed has room to cut. Dont think any bubble is gonna pop that easy my friends. Forced sellers are the best sellers"
X Link 2026-02-06T01:05Z 19.2K followers, [----] engagements

"Tax refunds just trickling in starting now. This will be a massive stimulus and tailwind for Q1 prints. Will probably bleed into Q2 as well"
X Link 2026-02-06T01:07Z 19.2K followers, [----] engagements

"So whos going to make a bid for $MOH @BillAckman or @ryancohen"
X Link 2026-02-06T10:21Z 19.2K followers, [----] engagements

"The OBBB reinstated 100% bonus depreciation and youre wondering why hyperscalers are going ham on capex"
X Link 2026-02-06T11:30Z 19.2K followers, 36.5K engagements

"The OBBB is pumping the biggest fiscal stimmy since Covid checks ahead of midterms and now youre bearish after a huge degrossing and leveraged ETF forced liquidation"
X Link 2026-02-06T11:32Z 19.2K followers, 18.6K engagements

"When the consensus sentiment on FinTwit is its over theres only one thing to do: find the nastiest beaten down shitco with the highest ratio of grave dances and buy short dated calls"
X Link 2026-02-06T15:51Z 19.2K followers, [----] engagements

"@buccocapital Bold of you to assume financial advisors currently do any real work"
X Link 2026-02-10T19:43Z 19.2K followers, [----] engagements

"@DanielSingerS I think theres a fair amount of terminal risk but thats well off in the future"
X Link 2026-02-11T18:15Z 19.2K followers, [--] engagements

"@dunkrugering Totally valid. I think it was a good acquisition and probably shouldve been blocked. HireRight now their only competitor at scale. Will be surprised if they have trouble bringing debt down. I think itll trade with the macro"
X Link 2026-02-11T19:26Z 19.2K followers, [--] engagements

"@BuffaloBillCo @k3ithmccullough Plenty of beatdowns outside of software. This week I added $SPGI $BAH $PINS $FA $FCN. Looking for $NTDOY $UMG $CMG and $TTWO but I want them lower"
X Link 2026-02-12T18:12Z 19.2K followers, [---] engagements

"@SouthernValue95 Made $AMZN a core position this week. Totally silly reaction. $FA got hosed again today as people seem to believe were entering a deflationary era where AI is going to spike UE to 10%. Back on planet earth the cycle is likely near trough. Tactical trade. $FA is a baby getting thrown out with the SaaS-water. Im betting labor market reaccelerating in the second half will provide at least 40% upside. Full write up here: https://t.co/URHHQeREvv https://t.co/BlJWvoDPhI Tactical trade. $FA is a baby getting thrown out with the SaaS-water. Im betting labor market reaccelerating in"
X Link 2026-02-13T23:14Z 19.2K followers, [----] engagements

"Its levered so EPS a bit misleading but still cheap on fw numbers. Checkr has better UX but not good enough for compliance risk like Healthcare. FA investing in API updates but as local portals move to digital Checkr may take share. Hopefully I wont be around to find out. In this market feels like theres no such thing as derisked. https://twitter.com/i/web/status/2022512759938732135 https://twitter.com/i/web/status/2022512759938732135"
X Link 2026-02-14T03:26Z 19.2K followers, [---] engagements

"@MisterMarket0 @DanielSingerS I think your timeline is way too optimistic and misunderstands the enterprise customers. All of these SaaS cos will be pivoting away from seat based models. Plenty of time on the clock for Adobe but I agree investors will not rerate them until they look like a AI winner"
X Link 2026-02-15T10:23Z 19.2K followers, [--] engagements

"@MisterMarket0 @DanielSingerS Theyre already moving to a hybrid model. https://helpx.adobe.com/firefly/web/get-started/learn-the-basics/generative-credits-overview.html https://helpx.adobe.com/firefly/web/get-started/learn-the-basics/generative-credits-overview.html"
X Link 2026-02-15T15:42Z 19.2K followers, [--] engagements

"@MisterMarket0 @DanielSingerS Adobes moat is the ecosystem. Analogous to the MSFT Office suite. Lower end of TAM was already facing pressure from Canva and Figma. AI more of a threat to those imo. AI is good enough for mom and pop social media slop not enterprise"
X Link 2026-02-15T21:34Z 19.2K followers, [--] engagements

"AI is not going to displace PDFs anytime soon. AI not good enough for the last mile on photo and especially video. Adobe the only one offering protection against liability enterprise customers are not going to take risk w/ images made using unlicensed IP. Future is cloudy hence DD growth at 12x FCF net SBC. https://twitter.com/i/web/status/2022840624869769454 https://twitter.com/i/web/status/2022840624869769454"
X Link 2026-02-15T01:09Z 19.2K followers, [--] engagements

"@Blue_Velvet_Cap Im sort of feeling like its the opposite. Everyone witnessing exponential innovation and extrapolating to the belief that magic is real and will only accelerate from here despite the data"
X Link 2026-02-15T10:48Z 19.2K followers, [---] engagements

"@Cap1talCap1tal In a perfect world yes but we live in a Keynesian beauty contest where all the judges are huffing paint and have no frontal cortex"
X Link 2026-02-15T15:48Z 19.2K followers, [---] engagements

"Suckers t The Table My AST SpaceMobile write up is live. This will be my last tweet about $ASTS until my short is covered. Happy to discuss with anyone who is respectful via DM. https://open.substack.com/pub/valuations/p/asts-suckers-at-the-tabler=5s8778&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/valuations/p/asts-suckers-at-the-tabler=5s8778&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-09T20:40Z 19.2K followers, 214K engagements

"What are some names with durable moats or attractive set ups that are getting close to a decent buy price Got my eye on: $AMZN $CMG $COF $CSU $FCN $7974 - $NTDOY $UMG"
X Link 2026-01-21T18:36Z 19.2K followers, [----] engagements

"🎵Hello darkness my old friend🎵"
X Link 2026-01-31T17:33Z 19.2K followers, 18.4K engagements

"Would love to ask people who sold $INTU this morning how AI will disrupt these products. Individuals and SMB owners will have Claude prepare tax returns or build PnLs Have you met these people"
X Link 2026-02-04T16:05Z 19.2K followers, 11.3K engagements

"Im only investing in hard assets. Atoms over bytes is something only terminally online goobers would say. What are you a 19th century rubber baron Are you JD Rockefeller consolidating the oil industry Are you building the first transcontinental railroad Shut the fuck up"
X Link 2026-02-08T21:40Z 19.2K followers, 18.1K engagements

"You guys cannot be serious with this"
X Link 2026-02-09T17:14Z 19.2K followers, 14K engagements

"I dont know who puked $SPGI pre-market but I thank you for your service"
X Link 2026-02-10T17:32Z 19.2K followers, [----] engagements

"In the past month $FA -30% on labor market weakness. They provide background checks so JOLTS hires the closest proxy to volume. I have it at 7% FY27 FCF yield. They own 25% of the market w/ plenty of exposure to healthcare and industrials"
X Link 2026-02-10T19:26Z 19.2K followers, [----] engagements

"Lots of panic over revisions tomorrow so wouldnt be surprised to see it catch a bid on a better than expected print. Priced for continued labor market deterioration but I think its bottoming soon and 2H26 will show strength from fiscal"
X Link 2026-02-10T19:26Z 19.2K followers, [----] engagements

"Elevator up. Elevator down"
X Link 2026-02-10T21:13Z 19.2K followers, [----] engagements

"Tactical trade. $FA is a baby getting thrown out with the SaaS-water. Im betting labor market reaccelerating in the second half will provide at least 40% upside. Full write up here: https://open.substack.com/pub/valuations/p/first-advantager=5s8778&utm_medium=ios https://open.substack.com/pub/valuations/p/first-advantager=5s8778&utm_medium=ios"
X Link 2026-02-11T17:56Z 19.2K followers, [----] engagements

"$FA is a data flywheel. More customers more screens more records better coverage which attracts more customers. integrated into 100+ Human Capital Management platforms with high switching costs 96-97% retention rates. Duopoly with substantial pricing power"
X Link 2026-02-11T18:20Z 19.2K followers, [----] engagements

"Cant stop. Wont stop"
X Link 2026-02-12T13:25Z 19.2K followers, 10.9K engagements

"The takeaway here is if you think the AI bubble is most analogous to the dot com bubble then tighten those chin straps were just getting started. Wow. https://t.co/T1F48QiOKi Wow. https://t.co/T1F48QiOKi"
X Link 2026-02-12T15:22Z 19.2K followers, [----] engagements

"Havent seen any YTD screenshots lately"
X Link 2026-02-12T16:40Z 19.2K followers, [----] engagements

"*me tweeting this is probably a sign to get long shitcos"
X Link 2026-02-12T16:43Z 19.2K followers, [----] engagements

"Nothing makes FinTwit more bearish than lower prices"
X Link 2026-02-12T17:29Z 19.2K followers, [----] engagements

"LLMs suck at graphic design and video editing. Distribution always wins $ADBE is absurd screaming buy. I dont care if you think theyre cooked"
X Link 2026-02-12T18:16Z 19.2K followers, 12.1K engagements

"Either the indices are going to roll or we get a face ripper in shitcos and $IGV. Which is it Its over Face ripper Its over Face ripper"
X Link 2026-02-12T23:33Z 19.2K followers, [----] engagements

"Pinterest is at a 12% FCF yield if you add back SBC. 3.5% FCF yield if you dont. Come on now Twitter is being held together by [--] engineers Nikita and some duct tape and $PINS cant cut that SBC *Im a newly minted bag holder"
X Link 2026-02-13T12:04Z 19.2K followers, 15.5K engagements

"@Tintincapital Thanks though Ive made plenty of unforced errors lately too. I bought $IGV calls yesterday but always willing to change my mind in a heartbeat"
X Link 2026-02-13T12:46Z 19.2K followers, [---] engagements

"Asset prices dropping would cause a recession. I genuinely think Trump would pause tariffs for a year before letting the market tank ahead of midterms. The treasury will be buying the Qs outright before that happens"
X Link 2026-02-13T19:55Z 19.2K followers, [----] engagements

"AI technobabble is reaching a fever pitch. Wont be long before people realize the world isnt changing as fast as they think"
X Link 2026-02-14T03:36Z 19.2K followers, [----] engagements

""74% of the S&P [---] companies have reported results for Q4 [----] to date. Of these companies 74% have reported actual EPS above estimates." "Earnings growth rate for Q4 is 13.2% today.fifth consecutive quarter of double-digit earnings growth for the index." (FactSet)"
X Link 2026-02-14T19:20Z 19.2K followers, [----] engagements

"@MisterMarket0 @DanielSingerS If it hasnt improved in [--] years when will it be solved LLMs may never be capable of that precision and will create layers but still require a human to finish. $ADBE could technically buyback all of its own stock in [--] years"
X Link 2026-02-15T09:50Z 19.2K followers, [--] engagements

"@ltmleverage @shortbus_ace Maybe not anti trust but will definitely face regulatory headwinds e.g. Grok porn or some future Cambridge Analytica type scandal. Imagine if it's used in a major cyber attack. Regulation seems inevitable"
X Link 2026-02-15T10:55Z 19.2K followers, [---] engagements

"@IdleLightkeeper How/when does this bull market die"
X Link 2026-02-16T01:57Z 19.2K followers, [---] engagements

"@sadvalueinvestr Big divergence from betting markets. Newsom is the likely favorite. I like Ossof as a dark horse but Id bet on Newsom/AOC ticket as of today"
X Link 2026-02-16T21:59Z 19.2K followers, [---] engagements

"So now that @P_Remarks committed seppuku and healthcare hiring is booming that means $AMN is finally a buy yeah"
X Link 2026-02-17T15:30Z 19.2K followers, [----] engagements

"Hes saying the quiet part loud: Cineworlds business is selling tickets to movies. AMCs business is selling worthless securities to suckers. Yesterday Cineworld/Regal (our next largest competitor) issued a fairly bleak prognosis for its near-term performance and liquidity. By contrast at AMC we are quite optimistic and confident in our future. Especially so because of our new APE security. Our statement today: https://t.co/Z0t9XhALpZ Yesterday Cineworld/Regal (our next largest competitor) issued a fairly bleak prognosis for its near-term performance and liquidity. By contrast at AMC we are"
X Link 2022-08-19T12:50Z 19.2K followers, [---] engagements

"Still laughing at SaaS bros who pitched $PTON as the gamification of exercise like sports dont exist"
X Link 2022-08-25T17:20Z 19.2K followers, [---] engagements

"I dont know who needs to hear this but the Jim Cramer said X so the opposite is going to happen jokes are worn out"
X Link 2022-09-13T14:01Z 19.2K followers, [---] engagements

"S&P 4800: space travel network effects flywheels and [---] baggers. S&P 3600: the end of globalization stagflation recession hell on earth fair value is P/E of 10"
X Link 2022-09-24T13:10Z 19.2K followers, [---] engagements

"You can officially stop putting not financial advice in your bio. It wont save you"
X Link 2022-10-03T13:00Z 19.2K followers, [---] engagements

"LMAO. We are definitely closer to the bottom than the top"
X Link 2022-10-07T20:42Z 19.2K followers, [---] engagements

"Cant believe the woman who said crypto will replace bonds was unprepared for higher rates. This is completely batshit. I was 95% sure Ark is destined to blow up. just ticked up to 99.9%. https://t.co/ZGJyWXVWAY This is completely batshit. I was 95% sure Ark is destined to blow up. just ticked up to 99.9%. https://t.co/ZGJyWXVWAY"
X Link 2022-10-10T14:56Z 19.2K followers, [----] engagements

"Tepper said hes a buyer at 3500-3600 but the anon account who thinks vaccines are an illuminati plot to put nanobot microchips in your blood says were nowhere close to the bottom. Tough call"
X Link 2022-10-13T17:20Z 19.2K followers, [---] engagements

"Wall Street in shambles upon learning the guy who changed the name of his entire company to $META still intends to build the metaverse"
X Link 2022-10-27T11:27Z 19.2K followers, [---] engagements

"Damodaran pounding the table on $META - P/E of [--] if you capitalize R&D. Market currently ascribing zero value to RL"
X Link 2022-11-11T15:31Z 19.2K followers, [---] engagements

"@netcapgirl Lets see it lob a softball question on an earnings call then upgrade a shitco after a mediocre print"
X Link 2022-12-01T12:44Z 19.2K followers, [---] engagements

"$NVDA Goldman Upgrades to Buy Look. the thing is up like 65% ytd and Im going to get fired if it keeps ripping while my price target is $162. Lets call it $275 who cares the quants and retail longs arent reading this note"
X Link 2023-02-23T14:43Z 19.2K followers, 49.3K engagements

"Some gems from a discord scammers IG reels. My favorite is the account balance showing a +5% all time return"
X Link 2023-03-07T02:53Z 19.2K followers, 55.7K engagements

"If the government fails to act innovative companies like CANDL a gig economy app that delivers scented candles at a 45% mark up will cease to exist. We cannot allow this. The govt has about [--] hours to fix a-soon-to-be-irreversible mistake. By allowing @SVB_Financial to fail without protecting all depositors the world has woken up to what an uninsured deposit is an unsecured illiquid claim on a failed bank. Absent @jpmorgan @citi or The govt has about [--] hours to fix a-soon-to-be-irreversible mistake. By allowing @SVB_Financial to fail without protecting all depositors the world has woken up"
X Link 2023-03-11T16:01Z 19.2K followers, 30.7K engagements

"For the love of god someone please ask this man what $NVDA does"
X Link 2023-05-18T15:59Z 19.2K followers, 94.7K engagements

"CNBC in [--] minutes: and that is exactly why being sued by the SEC is actually going to speed up the S curve adoption and is incredibly bullish"
X Link 2023-06-06T12:33Z 19.2K followers, 31.1K engagements

"So @GerberKawasaki is there any point at which youd prioritize public safety over your personal wealth or is the cognitive dissonance too much to bear"
X Link 2023-06-23T18:18Z 19.2K followers, 179.5K engagements

"Among real businesses $CAVA has to be the most absurd valuation in the market. Bought Zoes Kitchen at $2m per box now valued at $20m. Even if they hit [----] stores in [--] years still paying $6m today. Will be a beautiful short on Dec. lock up expiry"
X Link 2023-08-16T12:19Z 19.2K followers, 88.3K engagements

"A lot of value bro names that got crushed this year and look cheap will probably get disgustingly cheap on tax loss selling then massively outperform in 2024"
X Link 2023-09-05T15:35Z 19.2K followers, 174.9K engagements

"People wanted me to name names so here you go: $DIS $PYPL $TGT $RTX $CVS $WBA $MCW $LOCO $SPWH $BTI $LEVI $HBI $VZ (Im already long a few) will be watching for abnormal volume in Nov/Dec. Would like to see WBA and VZ puke on a dividend cut. A lot of value bro names that got crushed this year and look cheap will probably get disgustingly cheap on tax loss selling then massively outperform in [----]. A lot of value bro names that got crushed this year and look cheap will probably get disgustingly cheap on tax loss selling then massively outperform in 2024"
X Link 2023-09-07T15:38Z 19.2K followers, 98.5K engagements

"Way too many of my mutuals follow this loser. Gigantic loser. Come for the anti-semitism stay for permabear money losing fake macro bullshit"
X Link 2023-10-24T17:23Z 19.2K followers, 30.2K engagements

"Sir theyre buying $GME calls again"
X Link 2023-11-29T17:54Z 19.2K followers, 23.2K engagements

"I swear half the Seeking Alpha articles I read are a [--] paragraph essay about how XYZ is a buy because its 8x EBITDA and peers trade at 17x. Then someone in the comments points out they got the EV wrong and its really 15x to which the author replies Ill look into that"
X Link 2024-01-17T23:50Z 19.2K followers, 90.5K engagements

"Hindsight bias taking over and people acting like $META was obvious. Yes if you knew the name well and traded it in [----] it was obvious at $160 so you went big in size then suffered a 50% drawdown in [--] months. Its never easy"
X Link 2024-02-03T14:01Z 19.2K followers, 52.6K engagements

"My whole timeline is so angry about stocks going up. Do you all hate America this much in real life"
X Link 2024-02-09T19:52Z 19.2K followers, 40.4K engagements

"Is this supposed to be a bear case for $NVDA The largest best businesses on earth that all gush cash need to defend their moats with your tech and thats. bad"
X Link 2024-02-23T13:37Z 19.2K followers, 69K engagements

"- S&P at 22x - Relentless bid for garbage - WSJ profiling retail day traders - Laser eyes offering 5:1 odds BTC hits $100k Expected returns:"
X Link 2024-03-04T13:54Z 19.2K followers, 45.9K engagements

"If you dont think $5m is enough A) You live in a tier [--] city B) You suck at this C) Youve never been broke"
X Link 2024-03-14T11:51Z 19.2K followers, 119.6K engagements

"The masculine urge to celebrate a double digit sell off in semis after missing a [--] bagger in the same names a year ago"
X Link 2024-04-19T20:05Z 19.2K followers, 17.2K engagements

"I love write ups like it trades at a significant discount to its historical five year average. Yeah I dont know guy but maybe 25x EV/EBITDA isnt the multiple you should be anchoring to for a company that literally sells potatoes"
X Link 2024-07-24T15:58Z 19.2K followers, 22.9K engagements

"The last thing you see before you blow up day trading futures on a galaxy brain macro thesis"
X Link 2024-09-13T10:18Z 19.2K followers, 63.4K engagements

"The Grifter Paradox: If one can truly provide alpha to subscribers they would have no interest in sharing their edge (for risk of diluting it) and no need for additional income"
X Link 2024-09-14T16:43Z 19.2K followers, 57.3K engagements

"Allowing a pathological liar to repeatedly raise capital on empty promises making him rich enough to purchase a global media platform to tamper with a US election for further personal gain is maybe the largest failing of regulators in recent history"
X Link 2024-10-11T10:37Z 19.2K followers, 49.9K engagements

"Yeah Ackman is totally the new Buffett if Buffett charged exorbitant fees did a ton of self dealing promoted a SPAC with a ridiculous structure to retail investors and constantly tweeted out [----] word conspiracies on the bird app. Totally"
X Link 2025-01-13T17:19Z 19.2K followers, 56.1K engagements

"Beginning to think another global financial crisis is probably the best case scenario from here"
X Link 2025-01-19T14:01Z 19.2K followers, 28.2K engagements

"Still cant believe how many people voted for this clown show. I miss the status quo. Living in America these days is like being handcuffed to someone w/ brain damage who keeps trying to light themself on fire"
X Link 2025-02-03T03:31Z 19.2K followers, 18.2K engagements

"I hope you all realize DOGE will make exactly zero impact on the deficit and is solely meant to purge anyone who is a personal threat to the empire of grift. Allowing a pathological liar to repeatedly raise capital on empty promises making him rich enough to purchase a global media platform to tamper with a US election for further personal gain is maybe the largest failing of regulators in recent history. Allowing a pathological liar to repeatedly raise capital on empty promises making him rich enough to purchase a global media platform to tamper with a US election for further personal gain"
X Link 2025-02-05T12:30Z 19.2K followers, 47K engagements

"Hey big thanks again to everyone who voted to pump VC scam coins and trade alignment w/ the EU for Russia and North Korea because Disney movies got too woke. Great work"
X Link 2025-03-02T17:35Z 19.2K followers, 68.5K engagements

"@buccocapital Not sure what the $ amount is but theres a level above F you money that requires spending time with Joe Rogan and groveling to dictators that just looks like a really painful existence"
X Link 2025-03-17T13:52Z 19.2K followers, 74.3K engagements

"-Levered small cap value stock w/ negative comps in a momo pod market -Restaurant sector is bombed out -Del Taco was a bad acquisition big restaurant level margin decline -AB [----] -Low SES consumer woes -No CEO next hire might nuke the divy and kitchen sink it. Im long. What happened here. and don't say GLP-1s 4x earnings (with a ton of debt) $JACK https://t.co/RQdnVX6fyM What happened here. and don't say GLP-1s 4x earnings (with a ton of debt) $JACK https://t.co/RQdnVX6fyM"
X Link 2025-03-25T23:29Z 19.2K followers, 60.2K engagements

"Imagine the world if you simply had not voted for the guy who literally bankrupted six casinos"
X Link 2025-04-03T00:08Z 19.2K followers, 12K engagements

"Were talking about a guy who spent the entire first term golfing and watching news about himself. And now hes [--] years old. The bad press is going to break him. Hell declare victory and fold"
X Link 2025-04-08T21:18Z 19.2K followers, 19.9K engagements

"I get the recession fears but [----] is the wrong comparison. That was an unstoppable crisis this is mainly just one idiot"
X Link 2025-04-10T20:24Z 19.2K followers, 10.6K engagements

"Just to keep track: ✅ No real policy ✅ 1D chess ✅ Cares about the market ✅ Gives zero fucks about Main St ✅ New precedent in corruption ✅ Youre a moron if you voted for him"
X Link 2025-04-12T17:47Z 19.2K followers, 10.8K engagements

"I dont even like or respect him but if Bessent gets the boot probably have to get max bearish immediately"
X Link 2025-04-18T12:47Z 19.2K followers, 46K engagements

"The year is [----] Gary Black predicts: 4.8M deliveries 18% operating margin $30 EPS Its now 2025: 1.8M deliveries estimated 2% operating margin Q1 [--] cents adj EPS in Q1 And his price target is now higher than it was in [----]. 2/ $TSLA earnings quality was fairly high: Unlike prior quarters TSLAs P&L did not get much of a boost from sale of ZEV credits ($595M) SG&A (6.5% of Rev) and Other expense lines (Other operating expense -$94M Other non-operating expense -$119M) which came in worse than 2/ $TSLA earnings quality was fairly high: Unlike prior quarters TSLAs P&L did not get much of a boost"
X Link 2025-04-23T10:29Z 19.2K followers, 18.8K engagements

"$SBUX would be 30% lower today if the burrito guy didnt take the job. My most annoying short since TSLA in early 2022"
X Link 2025-04-29T20:32Z 19.2K followers, 30.5K engagements

"Buffett retiring at the top would be the most poetic outcome"
X Link 2025-05-04T01:23Z 19.2K followers, 35.4K engagements

"Just to recap Degross and panic at the lows then get bulled up with tariffs now 10% across the board fw multiple at 21x rates headed back above 5% and [---] more years of this clown show administration. Ok"
X Link 2025-05-12T10:00Z 19.2K followers, 37.3K engagements

"Found another small cap that I like"
X Link 2025-06-02T16:48Z 19.2K followers, 26.5K engagements

"Oh youre disillusioned b/c you voted for this guy thinking hed reduce spending"
X Link 2025-06-03T21:44Z 19.2K followers, 92.6K engagements

"What has 70-90% downside when this risk cycle ends $ACHR $AFRM $ASTS $CHYM $COIN $CRCL $CRWV $CVNA $HIMS $IONQ $JOBY $PLTR $NBIS $OKLO $QBTS Give me the dumbest momo names youve got please and thank you"
X Link 2025-06-13T20:40Z 19.2K followers, 108.8K engagements

"-Penny stocks accounting for 1/2 the daily volume -Robinhood margin at record highs -Vaporware IPOs mooning -FinTwit max bullish What could go wrong"
X Link 2025-06-17T10:41Z 19.2K followers, 58K engagements

"Anyone have a good list of this years tax loss losers"
X Link 2025-10-31T01:58Z 19.2K followers, 145.3K engagements

"Heres where Ill be dumpster diving today. Already long a few of these. $JACK -63% $TTD: -58% $LULU: -56% $IT: -49% $THRY: -47% $WEN -47% $CNC: -42% $DOW: -40% $UNH: -39% $BBWI: -37% $BAH -34% $KVUE: -33% $TGT: -32% $FA: -31% $ACN: -29% $CMCSA: -27% $GIS: -26% $UPS: -23% $ADBE: -23% $CRM: -23% $KHC: -20% $NKE: -12% $MDLZ: -4% Anyone have a good list of this years tax loss losers Anyone have a good list of this years tax loss losers"
X Link 2025-10-31T13:59Z 19.2K followers, 140K engagements

"A lot of people fail to understand that a low P/E just means the market believes EPS estimates are too high and usually the market is right"
X Link 2025-11-01T13:47Z 19.2K followers, 42.6K engagements

"$ADBE is +15% from the [----] bear market lows while EPS is +60% and FCF +30% with revenue still growing DD. That is quite the narrative shift"
X Link 2025-11-03T15:44Z 19.2K followers, 27.1K engagements

"Middle aged men I am begging you to stop buying $LULU this brand is permanently impaired. BREAKING: Michael Burry (Scion Capital) just disclosed his new portfolio. He holds new positions in: $LULU $HAL Halliburton option calls Molina $PLTR Palantir puts Pfizer $PFE calls Nvidia $NVDA puts See it live on unusual whales https://t.co/9p5cLsExWj BREAKING: Michael Burry (Scion Capital) just disclosed his new portfolio. He holds new positions in: $LULU $HAL Halliburton option calls Molina $PLTR Palantir puts Pfizer $PFE calls Nvidia $NVDA puts See it live on unusual whales https://t.co/9p5cLsExWj"
X Link 2025-11-03T22:01Z 19.2K followers, 46.3K engagements

"Im just saying theres like [--] charts of profitless nonsense and they all look like this. Just saying"
X Link 2025-11-04T20:50Z 19.2K followers, 65.7K engagements

"Its pretty wild watching the primordial soup of the next global financial crisis being formed in real time"
X Link 2025-11-09T13:35Z 19.2K followers, 15.5K engagements

"Michael Burry is a better value investor than short seller and Id rather hear his long pitch on $LULU than this tired depreciation bear case on hyperscalers that Chanos already flagged [--] months ago"
X Link 2025-11-10T17:46Z 19.2K followers, 48.5K engagements

"God I love markets. Where else do you get an objective answer to whether youre a genius or total fucking moron in real time $MSTR -50% since this was published"
X Link 2025-11-14T11:48Z 19.2K followers, 118.3K engagements

"Imagine not having kids and thinking youre busy"
X Link 2025-12-09T10:52Z 19.2K followers, 15.9K engagements

"Where do you think the degens went when crypto stalled out I am somewhat amazed by how much people are NOT talking about Gold and Silver. If these were #btc and #eth people would be losing their gawd damned minds. F#cking goblin mode for silver - makes gold's 2.5x in the last two years look meh. https://t.co/i6Px7XciJP I am somewhat amazed by how much people are NOT talking about Gold and Silver. If these were #btc and #eth people would be losing their gawd damned minds. F#cking goblin mode for silver - makes gold's 2.5x in the last two years look meh. https://t.co/i6Px7XciJP"
X Link 2026-01-23T23:21Z 19.2K followers, 10.9K engagements

"A lot of stigma to unwind but I think [--] years from now the rise of RRPs will lead to nicotine to being considered closer to caffeine than alcohol on the spectrum of illicit substances"
X Link 2022-08-16T22:52Z 19.2K followers, [--] engagements

"@kua62888 @GaryMarcus Only losers ask people to screenshot their positions. Im short at $328"
X Link 2026-02-05T15:13Z 19.2K followers, [---] engagements

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