@vijay9933 HUMBLED
HUMBLED posts on X about $four, $cytk, $pltr, $csco the most. They currently have [---] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.
Engagements: [---------] #
- [--] Week [---------] +2,009%
- [--] Month [---------] +9,906%
- [--] Months [---------] +5,002%
- [--] Year [---------] +2,096%
Mentions: [--] #
- [--] Week [--] +208%
- [--] Month [--] +42%
- [--] Months [---] +88%
- [--] Year [---] +23%
Followers: [---] #
- [--] Week [---] -0.55%
- [--] Month [---] +0.66%
- [--] Months [---] +5%
- [--] Year [---] +28%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 55.47% cryptocurrencies 25.55% technology brands 21.17% finance 19.71% countries 5.11% fashion brands 2.19% social networks 1.46% currencies 0.73% travel destinations 0.73% automotive brands 0.73%
Social topic influence $four 24.82%, $cytk 9.49%, $pltr 7.3%, $csco #6, $googl 6.57%, $nvda 6.57%, ai 5.11%, in the 5.11%, this is 4.38%, palantir 4.38%
Top accounts mentioned or mentioned by @shift4 @tlaubers @michaeljburry @shift @rookisaacman @amitisinvesting @eliantcapital @altcap @wisemancap @jminvestment0 @realmattmoney @arnytrezzi @svtechie @orderflowes @saylor @benitoz @citrini7 @amazonleo @stocktalkweekly @tomsmith839
Top assets mentioned 4 (FOUR) Cytokinetics Inc. (CYTK) Palantir Technologies Inc. (PLTR) Cisco Systems Inc (CSCO) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Capital One Financial Corp. (COF) Boeing Co (BA) MercadoLibre Inc (MELI) Amazon.com, Inc. (AMZN) DisChain (DIS) HDFC Bank Limited (HDB) Lululemon Athletica Inc (LULU) Hewlett Packard Enterprise Co (HPE) SPDR S&P [---] ETF Trust (SPY) Microsoft Corp. (MSFT) Toast, Inc. (TOST) Molina Healthcare, Inc. (MOH) Charles Schwab Corporation (SCHW) Robinhood Markets, Inc. (HOOD) Bitcoin (BTC) Lockheed Martin Corporation (LMT) Broadcom, Inc. (AVGO) GitLab Inc. (GTLB) Kroger Co (KR) GE Vernova Inc. (GEV) Camden Property Trust (CPT) Core Scientific, Inc. Common Stock (CORZ) Edwards Lifesciences Corp (EW) Enphase Energy Inc (ENPH) Federal Realty Investment Trust (FRT)
Top Social Posts
Top posts by engagements in the last [--] hours
"So great to see @RealMattMoney @arny_trezzi @amitisinvesting melting down on $PLTR position . Great job @michaeljburry Love it . Way to go . Is Burry nervous https://t.co/pZ7r55YNCa Is Burry nervous https://t.co/pZ7r55YNCa"
X Link 2026-02-14T23:33Z [---] followers, [----] engagements
"Dont think lot of folks are long India . I think its a mistake . Did you see mother of all deal with EU . Deal with US coming soon . $INDA $HDB $SMIN @eliant_capital"
X Link 2026-01-26T17:56Z [---] followers, [----] engagements
"@sv_techie Dont underestimate the upcoming revolution and success . This is past . I am long $INDA and $HDB in size . Game on"
X Link 2026-01-28T12:02Z [---] followers, [--] engagements
"$INDA $HDB #US/INDIA trade deal coming President Trump just spoke with Prime Minister Modi. STAY TUNED https://t.co/IFcxrJj04m President Trump just spoke with Prime Minister Modi. STAY TUNED https://t.co/IFcxrJj04m"
X Link 2026-02-02T16:19Z [---] followers, [---] engagements
"Short fired after @altcap criticized @salesforce company in all in pod. Dont mess the Jesus Sundar for the win. 🙌 https://t.co/HjMWa9CFSg Sundar for the win. 🙌 https://t.co/HjMWa9CFSg"
X Link 2026-02-08T01:54Z [---] followers, [---] engagements
"$COF $CSCO $SCHW $NTDOY cure of high cost is high cost . Memory prices must and will come down Bought COF SCHW AND CSCO Bought COF SCHW AND CSCO"
X Link 2026-02-12T15:03Z [---] followers, [---] engagements
"Forced selling $CSCO opportunity. Free money"
X Link 2026-02-12T15:36Z [---] followers, [--] engagements
"@WisemanCap Watched . Nothing new . India beat Pakistan in World Cup cricket 🏏 [----] th time . 🤷♂😂"
X Link 2026-02-15T18:59Z [---] followers, [--] engagements
"@TimCarmichael3 💯 agree this is what folks miss with $CYTK . Unbelievable its not trading close to [--] already. @trendwhizo"
X Link 2026-02-10T15:35Z [---] followers, [---] engagements
"I see folks shorting memory play . Thats the wrong way to do it . Safer is buy what is impacted by memory pieces. $CSCO $NTDOY @eliant_capital"
X Link 2026-02-12T15:07Z [---] followers, [---] engagements
"I dont know why ceo of multibillion dollars company gets offended when their stock is down due to markets and valuations. Pathetic . $HOOD Shorts for our shorties https://t.co/qaVfLYBB8f Shorts for our shorties https://t.co/qaVfLYBB8f"
X Link 2026-02-12T20:53Z [---] followers, [---] engagements
"RT @OrderflowES: Telling someone their short thesis is wrong while the stock is down 35% from ATH is a special type of stupidity. $PLTR"
X Link 2026-02-15T18:59Z [---] followers, [--] engagements
"@DanielTNiles Dan keep in mind chuck stressed that splunk sales is SaaS model and it used to be one lump sump payment so that overlap is creating some issues . Chuck also stressed that they will raise prices on multiple products due to high DRAM prices . This sell in $CSCO is a gift "
X Link 2026-02-16T20:35Z [---] followers, [----] engagements
"$DIS is nether growth nor value . Avoid . It need to get deep value for me to be dip my toes . $DIS Disney Q425 Earnings Highlights 🔹 Revenue: $22.46B (Est. $22.83B) 🔴 🔹 Adj EPS: $1.11 (Est. $1.07) 🟢; -3% YoY 🔹 OI: $3.48B (Est. $3.47B) 🟢; -5% YoY 🔹 Disney+ Subscribers: 131.6M (Est. 130.08M) 🟢; Net adds +3.8M in Q4 FY26 Guide: 🔹 Adj EPS: Double-digit growth 🔹 https://t.co/BCoL87zbBR $DIS Disney Q425 Earnings Highlights 🔹 Revenue: $22.46B (Est. $22.83B) 🔴 🔹 Adj EPS: $1.11 (Est. $1.07) 🟢; -3% YoY 🔹 OI: $3.48B (Est. $3.47B) 🟢; -5% YoY 🔹 Disney+ Subscribers: 131.6M (Est. 130.08M)"
X Link 2025-11-13T12:23Z [---] followers, [---] engagements
"Give me $DIS at [--] forward PE than we can talk . It doesnt deserve more than that. Its NOT A GROWTH STOCK"
X Link 2025-11-13T12:52Z [---] followers, [--] engagements
"$DIS will fill $95 gap. It will align with technicals and valuations of company pretty well . I will prob buy if it gets there . Otherwise no interest in this thing"
X Link 2025-11-13T13:08Z [---] followers, [---] engagements
"Quite underwhelming interview and frankly depressing $DIS $DIS CFO @hughjohnston outlines the company's Q4 earnings beat streaming trends & the company's ongoing blackout with Youtube TV: https://t.co/tLPW3haynl $DIS CFO @hughjohnston outlines the company's Q4 earnings beat streaming trends & the company's ongoing blackout with Youtube TV: https://t.co/tLPW3haynl"
X Link 2025-11-13T13:34Z [---] followers, [---] engagements
"Added $CSCO . Bought Google"
X Link 2025-11-13T15:10Z [---] followers, [---] engagements
"Cisco CEO on latest quarter: AI demand from hyperscalers is accelerating @CNBC $CSCO master calls way to go https://www.cnbc.com/video/2025/11/13/cisco-ceo-on-latest-quarter-ai-demand-from-hyperscalers-is-accelerating.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter https://www.cnbc.com/video/2025/11/13/cisco-ceo-on-latest-quarter-ai-demand-from-hyperscalers-is-accelerating.html__source=iosappshare%7Ccom.apple.UIKit.activity.PostToTwitter"
X Link 2025-11-13T16:12Z [---] followers, [--] engagements
"Obviously lots of forced selling . Doubled my $GOOGL and $C"
X Link 2025-11-13T18:42Z [---] followers, [--] engagements
"Fintwit stopped pumping $HPE I bought it just now"
X Link 2025-11-13T19:49Z [---] followers, [--] engagements
"@michaellistman day one successful not quite complete fast but progress Broccoli guac Protein powder once in the evening. Thank you for inspiring"
X Link 2025-11-15T17:19Z [---] followers, [--] engagements
"This is my quant . Way to go sir @saylor $BTC If you want to ride the rocket youve got to be prepared to pull the Gs. If you want to ride the rocket youve got to be prepared to pull the Gs"
X Link 2025-11-15T19:05Z [---] followers, [---] engagements
"$BA #DAY1: Dubai Airshow 2025: Boeing 777-9 Flying Display Timing: 14:44 (Local Time). ✈ #DubaiAirshow2025 #DAS25 #777X https://t.co/GO5E5MSMmo #DAY1: Dubai Airshow 2025: Boeing 777-9 Flying Display Timing: 14:44 (Local Time). ✈ #DubaiAirshow2025 #DAS25 #777X https://t.co/GO5E5MSMmo"
X Link 2025-11-17T03:54Z [---] followers, [---] engagements
"2/3 $BA [---] certificate delay was bear case. They finished phase [--] last week ( surprise) its clear management is taking cautious approach and beat the time line and bears 🐻. Max ramping 38-42 then [--]. [---] 7-8 than 10"
X Link 2025-11-17T13:07Z [---] followers, [--] engagements
"3/3 $BA commercial and defense strikes are behind . Full White House backing . Defense win against Lockheed Martin for F-47. New defense contracts much better . Going full throttle in space and defense. $BA will be [---] plus stock in 12/18 months . Period"
X Link 2025-11-17T13:09Z [---] followers, [--] engagements
"This is my quant . Way to go @saylor Never ack Down https://t.co/GZuZmR2SuL Never ack Down https://t.co/GZuZmR2SuL"
X Link 2025-11-19T12:33Z [---] followers, [--] engagements
"@EdLudlow Depreciation of his older GPU . When he says the new GPUs are great . What happens to customers balance sheet"
X Link 2025-11-19T12:41Z [---] followers, [---] engagements
"$HPE buy was timely huh Ha $NVDA Since fintwit stopped pumping bought $HPE Since fintwit stopped pumping bought $HPE"
X Link 2025-11-20T03:44Z [---] followers, [---] engagements
"Thoughts and prayers to folks shorting AI infrastructures plays . $NVDA"
X Link 2025-11-20T03:57Z [---] followers, [---] engagements
"Bought $GOOGL $CSCO $C"
X Link 2025-11-20T19:02Z [---] followers, [--] engagements
"@benitoz Arthroscopic did [--] B deal with $GOOGL 🤷♂"
X Link 2025-11-22T02:02Z [---] followers, [---] engagements
"@Citrini7 I have opposing view he is on a mission to reduce inflation now . He acknowledges that its high for middle and low income earners. So thats a good start and move in right direction . This will help fed bring rates down . So I dont get your point "
X Link 2025-11-22T17:31Z [---] followers, [----] engagements
"$MELI will probably outperform lot of US stocks in coming years . People will still sleeping on this beauty. $MELI Ariel on Brazil. Theyve 3xd market share since [----] 2x since [----] Brazil has always been an intensely competitive market. And I think the reason for that is that it's very attractive large population [--] of the [--] largest economies in the world e-commerce $MELI Ariel on Brazil. Theyve 3xd market share since [----] 2x since [----] Brazil has always been an intensely competitive market. And I think the reason for that is that it's very attractive large population [--] of the [--] largest"
X Link 2025-11-22T23:41Z [---] followers, [----] engagements
"@Tryng2lookahead @Citrini7 Thats the discussion we are having . Since last two weeks he is reversing many of the inflationary moves related to tarriff. Watch this space"
X Link 2025-11-22T23:44Z [---] followers, [--] engagements
"My quant I Wont ack Down I Wont ack Down"
X Link 2025-11-23T14:15Z [---] followers, [---] engagements
"$MELI made it full position today"
X Link 2025-11-24T15:00Z [---] followers, [---] engagements
"$AMZN Excited to share new @Amazonleo Ultra is fastest satellite internet antenna ever built delivering simultaneous download speeds up to [--] Gbps and upload speeds up to [---] Mbps all powered by custom Leo silicon. Plus some more details on our network which will offer https://t.co/FOE7pRgyH9 Excited to share new @Amazonleo Ultra is fastest satellite internet antenna ever built delivering simultaneous download speeds up to [--] Gbps and upload speeds up to [---] Mbps all powered by custom Leo silicon. Plus some more details on our network which will offer https://t.co/FOE7pRgyH9"
X Link 2025-11-24T15:44Z [---] followers, [---] engagements
"$AMZN new business . It will be profitable Pumped to introduce the production version of our @AmazonLeo Ultra antenna. Built to deliver secure reliable connectivity for companies operating in remote areas. Theres so much invention packed into this final design from the phased array architecture to the custom silicon https://t.co/1oXNClmM2e Pumped to introduce the production version of our @AmazonLeo Ultra antenna. Built to deliver secure reliable connectivity for companies operating in remote areas. Theres so much invention packed into this final design from the phased array architecture to"
X Link 2025-11-24T15:59Z [---] followers, [---] engagements
"$MELI above [--] D SMA healing . It will be big money maker "
X Link 2025-11-25T17:44Z [---] followers, [---] engagements
"Total of [---] B award for $BA . If it was shitco $PLTR it would have gone up [--] percent at least Pentagon Awards Boeing Two Major Apache Contracts Totaling $7.2B For New AH-64E Helicopters Upgrades And Expanded Production Support $BA Pentagon Awards Boeing Two Major Apache Contracts Totaling $7.2B For New AH-64E Helicopters Upgrades And Expanded Production Support $BA"
X Link 2025-11-25T22:26Z [---] followers, [---] engagements
"@bgurley lol BILL who said it was easy. Thats why only $GOOGL could do it along $NVDA . $GOOGL is of alone it has mammoth $AVGO support . Take your FUD somewhere else and sell your and @altcap $NVDA"
X Link 2025-11-26T08:37Z [---] followers, [--] engagements
"@altcap @hblodget Brad sell your openAI and $NVDA . Diversify in $GOOGL . Still not too late 😃"
X Link 2025-11-26T08:54Z [---] followers, [---] engagements
"Sell $NVDA buy $GOOGL"
X Link 2025-11-26T09:37Z [---] followers, [--] engagements
"Sell $NVDA buy $AMZN $GOOGL"
X Link 2025-11-26T12:53Z [---] followers, [--] engagements
"Its a moot point do not short this bull $SPY $QQQ 🤷♂👇🏼 $SPY do not short this bull 🤷♂👇🏼 $SPY do not short this bull"
X Link 2025-11-26T15:31Z [---] followers, [---] engagements
"$COF wont be surprised to see this puppy make new [--] Week high . Giddy up"
X Link 2025-11-26T15:34Z [---] followers, [---] engagements
"$FOUR @rookisaacman bought stocks on avg $70 plus even in 80$ last year total value around [--] million. @MichaelJBurry__ said he owns it as well . Very cheap. [---] D moving avg Is [--] my first target . Second target is above [--] high of [---]. I own it"
X Link 2025-11-28T03:07Z [---] followers, [---] engagements
"@CoreyCicero Great mind think alike 💪 $FOUR"
X Link 2025-11-28T03:10Z [---] followers, [--] engagements
"And it continues $COF $COF wont be surprised to see this puppy make new [--] Week high . Giddy up https://t.co/k3xFTvx24c $COF wont be surprised to see this puppy make new [--] Week high . Giddy up https://t.co/k3xFTvx24c"
X Link 2025-11-28T16:09Z [---] followers, [---] engagements
"@gordie_smith $COF fairbank is one of the great CEO . Its a great value and yes discover will be accretive to business. Its a good LONG TERM buy"
X Link 2025-11-28T19:09Z [---] followers, [--] engagements
"@benitoz $GOOGL is not a novice; they have been refining this technology since [----] and achieved a successful Waymo rollout prior to their competitors in the EV space. Acknowledging $NVDA's strengths is valid but a successful strategy relies on data & execution rather than brand loyalty"
X Link 2025-11-28T19:19Z [---] followers, [---] engagements
"This thanksgiving I am thankful to my friend @eliant_capital one of the down to earth and smartest investor i know . #FF"
X Link 2025-11-29T19:28Z [---] followers, [----] engagements
"@Wiseman_Cap Oh I knew $Meli is a buy from long time 😃🙏 but thanks for using your big account to spread the awareness ha . $MELI"
X Link 2025-11-30T04:24Z [---] followers, [---] engagements
"Bought $AMZN $CSCO $FOUR"
X Link 2025-12-01T16:29Z [---] followers, [---] engagements
"$FOUR @Shift4 congrats @rookisaacman . Great nomination My sincere appreciation to all those who sent in letters and for the overwhelming support from across the community. I will do everything I can to live up to the expectations. https://t.co/1hK67qq5Wo My sincere appreciation to all those who sent in letters and for the overwhelming support from across the community. I will do everything I can to live up to the expectations. https://t.co/1hK67qq5Wo"
X Link 2025-12-03T19:20Z [---] followers, [---] engagements
"@stocktalkweekly Of course company is denying it . @theinformation is legit . Ofc $MSFT $NVDA et al and giga long investors in the end of the year want to deny it . I firmly believe where there is smoke there fire . I am still positive but I will be watchful and cautious in AI trade "
X Link 2025-12-03T20:44Z [---] followers, [---] engagements
"$GTLB y'all need to stop trying to make gtlb happen.its cooked as an independent growth story. pray for M&A. y'all need to stop trying to make gtlb happen.its cooked as an independent growth story. pray for M&A"
X Link 2025-12-04T02:40Z [---] followers, [---] engagements
"TBH in this difficult hallucinating market $KR is a great buy . I am wrong most of the time so dont listen to me"
X Link 2025-12-04T14:44Z [---] followers, [--] engagements
"@JM_Investment0 You are not a broken record my friend. . I have been accumulating $FOUR . Simply outstanding growth at a reasonable price . Folks will look back and think how stupid this price was"
X Link 2025-12-04T16:19Z [---] followers, [---] engagements
"Periodic reminder new highs are not bearish $SPY $QQQ Folks who are fading this mkt need to remember two things [--]. Markets can remain irrational longer than you can remain sane [--]. New all time highs are bullish and lot of folks still not believing this rally . Dont be so unpatriotic during 4th of July weekend. Folks who are fading this mkt need to remember two things [--]. Markets can remain irrational longer than you can remain sane [--]. New all time highs are bullish and lot of folks still not believing this rally . Dont be so unpatriotic during 4th of July weekend"
X Link 2025-12-05T15:32Z [---] followers, [---] engagements
"$FOUR Officially Launching - Fundasy Investor X Articles. My Free materials on each Substack post will now be available to my X Followers for Free I'll keep reposting and updating my articles over the next month or two ------------------------------------------------ $FOUR Shift4: Officially Launching - Fundasy Investor X Articles. My Free materials on each Substack post will now be available to my X Followers for Free I'll keep reposting and updating my articles over the next month or two ------------------------------------------------ $FOUR Shift4:"
X Link 2025-12-08T21:55Z [---] followers, [---] engagements
"@TomSmith839 Because $FOUR is hated by fintwit and Wall Street . It was a great read "
X Link 2025-12-10T11:03Z [---] followers, [--] engagements
"@TomSmith839 No one will . $four . They all will be pumping and chasing when it goes above [---] though . $FOUR"
X Link 2025-12-11T20:22Z [---] followers, [---] engagements
"Wow $CYTK BIG UPGRADE AT GOLDMAN - 95$ although my price target for CYTK is 125$ 📈 UPGRADES 🔹 $CPT Neutral at JPM; PT $116 🔹 $CORZ Market Outperform at Citizens; PT $30 🔹 $CYTK Buy at GSCO; PT $95 🔹 $EW Overweight at JPM; PT $100 🔹 $ENPH Neutral at GSCO; PT $29 🔹 $FRT Overweight at JPM; PT $114 🔹 $GEV Buy at Jefferies; PT $815 🔹 📈 UPGRADES 🔹 $CPT Neutral at JPM; PT $116 🔹 $CORZ Market Outperform at Citizens; PT $30 🔹 $CYTK Buy at GSCO; PT $95 🔹 $EW Overweight at JPM; PT $100 🔹 $ENPH Neutral at GSCO; PT $29 🔹 $FRT Overweight at JPM; PT $114 🔹 $GEV Buy at Jefferies; PT $815 🔹"
X Link 2025-12-18T13:56Z [---] followers, [---] engagements
"@Luce_On_TSLA @tlaubers @Shift4 @rookisaacman For me $FOur @Shift4 is dead . I done believe in management anymore . They can enjoy their space astronaut suits. I have never misunderstood management in my life. Its a F grade management"
X Link 2025-12-18T19:40Z [---] followers, [---] engagements
"If @tlaubers of @Shift4 truly thinks $FOUR Is very undervalued like he claims in all conferences why dont he buybacks himself. What about ASR ( accelerated share repurchase ) Crickets"
X Link 2025-12-18T19:56Z [---] followers, [---] engagements
"Appreciate @tlaubers from @Shift4 reaching out directly about retails concerns. He was generous with his time refreshingly humble. After our conversation I realized I was overly critical & had misunderstood management . Respect to the team Im with $FOUR. @rookisaacman"
X Link 2025-12-18T20:58Z [---] followers, [---] engagements
"$FOUR . street clearly worried about debt and organic growth. Is it sustainable This is what they are asking . Can they do buybacks and pay down debt and continue to grow Street dont have confidence @Shift4 $TOST and $FOUR have won market share for years but folks are looking at the relative recent poor performance of @Shift4 stock price and wondering: What gives Too much debt In full disclosure I own shares in $FOUR but fully expect a bumpy ride from here https://t.co/BrmxXpE7uw $TOST and $FOUR have won market share for years but folks are looking at the relative recent poor performance of"
X Link 2025-12-18T21:43Z [---] followers, [---] engagements
"I obviously disagree. @Shift4 deserves much higher multiple than street gives them credence $FOUR"
X Link 2025-12-19T00:00Z [---] followers, [---] engagements
"👇🏼👇🏼This is the mindset @Shift4 is dealing with. Debt to grow . Is growth sustainable. $FOUR @tlaubers . I dont agree with it . Thats what hedge funds ( probably some are shorting actively ) and street is saying. Even $PYPL $AFRM up today . Amazing @UnrivaledInvest @Shift4 Daniel I just learned about $TOST from this video and you know what It looks so much better than $FOUR The risk is much smaller no debt and lets be honest - eating from restaurants is a growing trend world wide. @UnrivaledInvest @Shift4 Daniel I just learned about $TOST from this video and you know what It looks so much"
X Link 2025-12-19T16:18Z [---] followers, [---] engagements
"I strongly believe $FOUR deserves higher multiples. I expect over coming months once management keeps performing reducing debt continuing to grow at high teens plus buybacks. I wish the @Shift4 team all success. Keep working hard"
X Link 2025-12-19T16:22Z [---] followers, [---] engagements
"@Paperboy2009 @PersimmonTI Seriously This guy persimmon. 😂"
X Link 2025-12-19T20:12Z [---] followers, [--] engagements
"Agree $CYTK Shorts still want to lose money with $cytk 👍. Whatever Blum did in the past is behind us now. He specializes in commercialization its his time to shine Shorts still want to lose money with $cytk 👍. Whatever Blum did in the past is behind us now. He specializes in commercialization its his time to shine"
X Link 2025-12-19T21:42Z [---] followers, [---] engagements
"Added more - $CYTK $CYTK dont forget this one . Can be big . High conviction play $CYTK dont forget this one . Can be big . High conviction play"
X Link 2025-12-19T21:51Z [---] followers, [----] engagements
"Great label and REMS . Acacia here we come. First line in nHCM [--] . Home run . Easily 3-5 B drug . $CYTK"
X Link 2025-12-19T22:30Z [---] followers, [---] engagements
"$CYTK going higher Todays @US_FDA announcement is a significant milestone for Cytokinetics. Thank you to the patients families investigators and advocates who helped make this moment possible. #TeamCyto #Biopharma https://t.co/pu48ghEetX Todays @US_FDA announcement is a significant milestone for Cytokinetics. Thank you to the patients families investigators and advocates who helped make this moment possible. #TeamCyto #Biopharma https://t.co/pu48ghEetX"
X Link 2025-12-19T22:39Z [---] followers, [---] engagements
"$CYTK THIS GUY IS AUTHORITY IN CARDIOMYOPATHY Aficamten is now approved by the @US_FDA First and foremost - a big thank you to all the patients who invested so much to progress aficamten to this stage. We enrolled the first patient in REDWOOD-HCM in January [----]. Also a big thank you to sites and their research teams who https://t.co/BpmQiKyw4j Aficamten is now approved by the @US_FDA First and foremost - a big thank you to all the patients who invested so much to progress aficamten to this stage. We enrolled the first patient in REDWOOD-HCM in January [----]. Also a big thank you to sites and"
X Link 2025-12-19T22:47Z [---] followers, [---] engagements
"@KmaxtremeKr Please short more . Make my day . $CYTK"
X Link 2025-12-20T00:11Z [---] followers, [---] engagements
"$CYTK bears will look back and say to themselves how stupid they were by Betting against it . Well you cannot cure stupid can you $CYTK Mizuho Salim PT $84 Aficamten (Myqorzo) Approved w/ Differentiated Label == Flexible Echos; Safety/Low DDIs FDA just approved aficamten (Myqorzo; label) in oHCM (recall PDUFA date of 12/26/25). (1) REMS program (recall base case was for a REMS) seems differentiated to $CYTK Mizuho Salim PT $84 Aficamten (Myqorzo) Approved w/ Differentiated Label == Flexible Echos; Safety/Low DDIs FDA just approved aficamten (Myqorzo; label) in oHCM (recall PDUFA date of"
X Link 2025-12-21T22:06Z [---] followers, [---] engagements
"Agree. Think about it 40B ( QE not QE) interest rates cut earnings not slowing down massive buyback continues peak AI scare prob over NOW major tax refunds and stimulus for mid term. Anyone short should be worried"
X Link 2025-12-22T02:46Z [---] followers, [---] engagements
"@TTRAmyloid @CloisterRes People love to hate $CYTK . Let them"
X Link 2025-12-22T03:12Z [---] followers, [---] engagements
"$CYTK valuation have gotten closer to fair value than before in short term . I am taking profit"
X Link 2025-12-22T16:01Z [---] followers, [----] engagements
"$CYTK shorts be like"
X Link 2025-12-22T16:25Z [---] followers, [---] engagements
"@zipjet I am fully aware you can more then afford multiple BMWs.That is not the point. BMW never broke on road. All repairs were scheduled . And dealership was very good with manners and service . N=1 . So take it for what it is worth . lol . Some one hit me from back and it totaled 😕"
X Link 2025-12-23T14:00Z [---] followers, [--] engagements
"$AMZN breaking out"
X Link 2025-12-23T14:50Z [---] followers, [--] engagements
"@sv_techie @samsolid57 Do not underestimate honesty and humility of @Shift4 founder @rookisaacman and @tlaubers . These guys are real deal they work very hard whether its nasa of shift [--] company. Not everyone will understand what I am saying give it some time and everyone will agree with me. $FOUR"
X Link 2025-12-25T19:30Z [---] followers, [---] engagements
"Pretty damning report on $FOUR from this author. I dont agree with most of it but its high time @Shift4 and @tlaubers read it and directly address the key point so that Wall Streets narrative & the usual profiteers dont get to control the story and destiny. No more silence We have three baskets for investing: yes no and too hard to understand. Charlie Munger Which basket does $FOUR belong in Shift4: Valuation and Personal Opinion: https://t.co/hnXuLCKSUl We have three baskets for investing: yes no and too hard to understand. Charlie Munger Which basket does $FOUR belong in Shift4: Valuation"
X Link 2025-12-25T19:38Z [---] followers, [----] engagements
"@SharogradskyM This is so good shorts coming out of woodworks . I definitely ruffled some feathers for sure . Has @Shift4 . $FOUR @tlaubers"
X Link 2025-12-25T22:20Z [---] followers, [---] engagements
"@JM_Investment0 Some fintech like $FOUR which have been killed due to fisv sentiment and undue macro worries"
X Link 2025-12-26T12:46Z [---] followers, [---] engagements
"@JM_Investment0 Look at TGT . Bad management. Bad comps . Inventory issue. Its trading [---] x times cheaper than WMT. I want to pair trade WMT short with TGT LONG . but just TGT long works. Kroger is not bad either. Look both of them"
X Link 2025-12-26T12:55Z [---] followers, [--] engagements
"$CYTK have profoundly different label and drug . Not everyone understands this . Post approval sell off and overbought situation has completely dissolved. I am back in it with close to full position. $CYTK valuation have gotten closer to fair value than before in short term . I am taking profit $CYTK valuation have gotten closer to fair value than before in short term . I am taking profit"
X Link 2025-12-26T21:03Z [---] followers, [---] engagements
"$FOUR . More of these @Shift4 @tlaubers Hospitality runs on moments. Payments should never slow them down. Shift4 unifies payments across hotels and resorts connecting reservations front desk dining retail golf spa and mobile touchpoints to create a seamless experience from check-in to check-out. Learn more https://t.co/wjoztNqLgr Hospitality runs on moments. Payments should never slow them down. Shift4 unifies payments across hotels and resorts connecting reservations front desk dining retail golf spa and mobile touchpoints to create a seamless experience from check-in to check-out. Learn"
X Link 2025-12-30T18:25Z [---] followers, [---] engagements
"Thank you @Shift4 $four onwards [----] . @tlaubers Happy new year to amazing shift4 TEAM And thats a wrap on [----]. 🎬 This year Shift4 hit the road and the world From packed trade shows to major industry conferences we connected with partners showcased our end-to-end commerce solutions and shared whats next for the future of payments and restaurant tech. https://t.co/JvcnESD81y And thats a wrap on [----]. 🎬 This year Shift4 hit the road and the world From packed trade shows to major industry conferences we connected with partners showcased our end-to-end commerce solutions and shared whats next"
X Link 2025-12-31T19:26Z [---] followers, [---] engagements
"@Shift4 @tlaubers $FOUR . Never thought that this will become a major debate . Bears not willing to give in $four eventually you show your inexperience by questioning some numbers on napkin math conservative assumptions Ive already said if Im wrong on this with a reasonable outcome of what I can conceptualize Ill likely give up stock picking altogether $four eventually you show your inexperience by questioning some numbers on napkin math conservative assumptions Ive already said if Im wrong on this with a reasonable outcome of what I can conceptualize Ill likely give up stock picking"
X Link 2026-01-03T00:54Z [---] followers, [---] engagements
"I sincerely hope and would love to see $NVDA and $PLTR @PalantirTech @nvidia rip and $MOH and $LULU dump after @michaeljburry pump . Also want about @Shift4 pump and dump $FOUR"
X Link 2026-01-13T03:10Z [---] followers, [---] engagements
"I contacted @Shift4 IR . @michaeljburry dishonestly published negative article on $FOUR . Here is my rebuttal after talking to IR . They were very surprised that Michael did not bothered to contact IR before accusing them of shady practice. Strong words borderline illegal IMO"
X Link 2026-01-13T19:05Z [---] followers, [----] engagements
"MCCP $FOUR issues mandatory preferred to keep net leverage ratio under 4.0x. $FOUR have track record of unlocking value from acquisitions. shares issued from these securities are deferred until [----] at which point revenue synergies from Global Blue would have been realized"
X Link 2026-01-13T19:09Z [---] followers, [---] engagements
"$FOUR bought asset to bundle payments with global blues unique technology (tax free shopping). they evaluated global blue for SIX years . . Similar to other successful acquisitions done$Four identified a unique and scarce technology capability adjacent to payments"
X Link 2026-01-13T19:11Z [---] followers, [---] engagements
"$FOUR in this case tax free shopping capabilities that gives @shift [--] the right to win payments. This is not a strategy pursued by most private equity firms that simply buy an asset and then unlock value by cutting costs"
X Link 2026-01-13T19:13Z [---] followers, [---] engagements
"@shift $FOUR global blue operates in a duopoly with an 80% market share. Now own a very scare highly valued technology capability that drives revenue for luxury retailers. $FOUR in a position to bundle payment processing with the install base of global blue merchants"
X Link 2026-01-13T19:15Z [---] followers, [---] engagements
"@shift $Four is not not asking these luxury retailers to do something they were not already doing. They already accept payments.$Four is not not asking these luxury retailers to do something they were not already doing. They already accept payments"
X Link 2026-01-13T19:17Z [---] followers, [---] engagements
"@shift $Four is not not asking these luxury retailers to do something they were not already doing. They already accept payments.PE owned global blue through several challenging periods such as brexitand Covid"
X Link 2026-01-13T19:20Z [---] followers, [---] engagements
"@shift Both events were challenging for global blue as brexit resulted in the UK abandoning vat tax free shopping and covid obviously hurt luxury sales. Regardless global blue gained market share throughout these turbulent events and the private equity firm were looking for an exit"
X Link 2026-01-13T19:22Z [---] followers, [---] engagements
"@shift the private equity firm understandably were looking for an exit after owning GB for [--] years including these two challenging periods.$FOUR . Cc to Michal burry"
X Link 2026-01-13T19:24Z [---] followers, [---] engagements
"Poor @michaeljburry $NVDA ripping . $FOUR positive . His longs on the other hand red . $lulu $MOH . #sqeezeburry"
X Link 2026-01-15T15:17Z [---] followers, [---] engagements
"$FOUR Shift4 powers the commerce behind your most memorable experiences transforming how people shop dine stay and play while driving growth for the businesses that make it all possible. https://t.co/skTbP9N0S0 Shift4 powers the commerce behind your most memorable experiences transforming how people shop dine stay and play while driving growth for the businesses that make it all possible. https://t.co/skTbP9N0S0"
X Link 2026-01-15T15:17Z [---] followers, [---] engagements
"@StockMKTNewz @michaeljburry is overrated . He has been so wrong on many stocks and market . Look at his recent pick $LULU going nowhere and market is ripping . lol"
X Link 2026-01-23T12:16Z [---] followers, [--] engagements
"@WisemanCap $COF think really bad risk reward here . Need to go down more before you can think abt it"
X Link 2026-01-23T19:58Z [---] followers, [---] engagements
"@John_Hempton Full stack payment processor is a way to go . Capital one ceo one of the smartest CEO in business called this out . This is also the reason I love ❤ @Shift4"
X Link 2026-01-25T18:49Z [---] followers, [---] engagements
"$MELI $STNE # Brazil 💪🙌"
X Link 2026-01-26T15:27Z [---] followers, [---] engagements
"I am out of $BA tomorrow is earnings . Will re evaluate. Was a great trade Look at $BA chart breaking out so is $CSCO @stocktalkweekly @StocksOnSpaces Look at $BA chart breaking out so is $CSCO @stocktalkweekly @StocksOnSpaces"
X Link 2026-01-26T17:47Z [---] followers, [---] engagements
"@ldtimmerman Luke your subscriber. Really liked globals profile. CEO seems smart guy. Do you think they can compete with blue bird LT"
X Link 2015-08-11T15:50Z [---] followers, [--] engagements
"$FOUR @Shift4 is going higher in long term . Thats the tweet "
X Link 2025-12-22T13:30Z [---] followers, [---] engagements
"Did some buying in Qs and SPX"
X Link 2026-02-17T03:42Z [---] followers, [--] engagements
"This is a story from [----]. The NYPD had been with Palantir for [--] years and wanted out. It had developed its own system (Cobalt) to work with an IBM product. The NYPD complained that Palantir was not cooperating with the extraction of analysis and other data that the NYPD had generated while using Palantir. Palantir had used the NYPD contract as a marketing tool and NYPD was deep into the supposedly profitable Scale portion of the Acquire/Expand/Scale model. Big takeaways [--]. $3.5 million annually for a mature Scaled client of significant size seems far too low. This appears how $PLTR lost $4B"
X Link 2026-02-16T23:43Z 1.7M followers, 130.8K engagements
"A tech stock short-squeeze is coming: Short interest in the technology sector ETF $XLK is up to a 1.8% the highest in at least [--] years. This percentage has DOUBLED over the last few weeks. Furthermore on Wednesday investors shorted over [--] million Microsoft $MSFT shares representing 0.8% of its free float near the high end of its range over the last [--] years. Salesforce $CRM has [--] million shares sold short or 1.9% of its free float its 100th percentile over the last few years. All while short interest in the software ETF $IGV spiked to 19% last week near the highest on record. Short exposure"
X Link 2026-02-16T13:29Z 1.4M followers, 335.7K engagements
"Absolutely insane. Wall Street private equity firms are now buying up American mobile home parks and skyrocketing rents up to 60% on people These communities have become the target of a new kind of landlord private equity. Private equity firms are increasingly getting involved. Some of the biggest investors in America have moved into this industry. People living at a local mobile home park outraged over the sharp increase in lot rents. Rents were raised by nearly 60%. Resident I worked for [--] years. There is no American dream anymore. All it is survival. Homes of America has gone on a buying"
X Link 2026-02-16T15:00Z 1.3M followers, 369.5K engagements
"Top5 Pick $CSCO reported last wk in a tough tape for tech. While rev/EPS was a slight beat and raise for the qtr & F26 (Jul) GMs & security rev disappointed leading to a 12% stock drop the next day. But AI orders increased q/q from $1.3B to $2.1B w/ FY26 raised from $4B to $5B vs $2.1B in FY25. I continue to like Cisco as they gain share at hyperscalers while corporations upgrade their networks to take advantage of AI. While the stock is back to being flat YTD after a 30% gain last year when it was also a Top5 Pick this is better than the Magnificent [--] stocks which on average are down 7% YTD"
X Link 2026-02-16T20:24Z 121K followers, 27.9K engagements
"@UziCryptoo One day at a time is how u do this"
X Link 2026-02-16T10:06Z 22K followers, [---] engagements
"Lets try this again. If you have real evidence that Palantir has continued this practice of covert smearing campaigns against the enemies Karp and $PLTR cannot quite reach with Fentanyl-laced urine drones please contact me. Also please contact me if you simply know something about such activities. Palantir is not and frankly never has been a company that can be trusted with this nationally important contract with our NHS says Good Law Projects Executive Director Jo Maugham. By its own behaviour it is telling us exactly that. Within weeks it commissioned a covert smear campaign against a"
X Link 2026-02-16T00:10Z 1.7M followers, 436.3K engagements
"A son flew in from Saudi Arabia just to meet his Hindu mother in Kerala. Years ago in Saudi a Hindu aunty from Kerala used to take care of children. Among them was a little boy whom she loved more than her own life. She cared for him like a mother. with endless affection and warmth. Time passed. The boy grew up and the aunty eventually returned to India. But the memories of that motherly love never faded from his heart. For months he searched for her. He gathered information tracked her down booked a flight and finally landed in Kerala. Standing at her doorstep his heart was pounding Would"
X Link 2026-02-15T11:14Z [----] followers, 607.5K engagements
"RT @OrderflowES: Telling someone their short thesis is wrong while the stock is down 35% from ATH is a special type of stupidity. $PLTR"
X Link 2026-02-15T18:59Z [---] followers, [--] engagements
"Telling someone their short thesis is wrong while the stock is down 35% from ATH is a special type of stupidity. $PLTR $PLTR Had a few days to read through everything Burry has put out on Palantir. First I agree with everything Arny laid out below and it is a must-read around the worst takes of his [-----] word article. I'd like to add the following thoughts: [--]. This feels like a complete and $PLTR Had a few days to read through everything Burry has put out on Palantir. First I agree with everything Arny laid out below and it is a must-read around the worst takes of his [-----] word article. I'd"
X Link 2026-02-14T22:29Z [----] followers, 33.4K engagements
"$PLTR Had a few days to read through everything Burry has put out on Palantir. First I agree with everything Arny laid out below and it is a must-read around the worst takes of his [-----] word article. I'd like to add the following thoughts: [--]. This feels like a complete and utter grift. Why There is a paywall attached to the article and he knows Palantir is a hot topic so he can sell more subscriptions if he were to go after the company. Everything around this just seems like someone who is going after clicks and trying to find his next big thing to be upset about (so many people missed the"
X Link 2026-02-14T17:29Z 326.5K followers, 1.2M engagements
"The powerplay was where India took the game away from them. Ishan Kishan in the first innings and the clinical bowling we saw in the second innings made all the difference. We were always in the drivers seat. India rocked it tonight"
X Link 2026-02-15T17:50Z 39.1M followers, 394.7K engagements
"10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive company that worked with powerful partners. Few knew how much money it was losing. A DPO by Any Other Name Then in the summer of [----] Palantir filed a Form S-1 prospectus and we knew. Palantir had lost $3.96 billion in its history as of June [--] [----] according to the IPO filing. In [----] and [----] the two years directly before the IPO the company lost a combined $1.2 billion."
X Link 2026-02-12T13:15Z 1.7M followers, 1.3M engagements
"@negligible_cap This is additional material. We are discussing it in a new chat discussion on Substack and in the Notes section there"
X Link 2026-02-14T06:41Z 1.7M followers, 18.7K engagements
"You did not read my piece or you would not say gross margins are 80+%. I addressed the bootcamps and the effects on all this in the article many different ways with sources data and citations but you did not read the piece. You would not have posted the above if you read the NDR part alone. I have another kill shot lined up will publish tomorrow or Monday. I have a million of them"
X Link 2026-02-14T21:48Z 1.7M followers, 47.8K engagements
"Check out these two charts. This is a tomahawk dunk a killshot. Palantir accounts receivable grew 20x while revenue growth grew 6x. DSO rose form [--] to [--] days. Q4 though is the seasonal low and seasonal lows have been rising - [--] [--] [--] [--] [--] [--] [--] days. Todays best quarter (67 days) is worse than the peak quarters of [--------]. The floor keeps rising. Government customers pay slower but mix is far more commercial now. Larger deals are longer cycles but Adobe does big deals and its DSO has fallen from [--] to [--]. Scaling rapidly with new customers but HubSpot is one of the fastest growing and"
X Link 2026-02-14T06:28Z 1.7M followers, 568K engagements
".@michaeljburry [--] - @amitisinvesting 0"
X Link 2026-02-14T20:54Z 50.1K followers, 32.1K engagements
"So great to see @RealMattMoney @arny_trezzi @amitisinvesting melting down on $PLTR position . Great job @michaeljburry Love it . Way to go . Is Burry nervous https://t.co/pZ7r55YNCa Is Burry nervous https://t.co/pZ7r55YNCa"
X Link 2026-02-14T23:33Z [---] followers, [----] engagements
"Is Burry nervous"
X Link 2026-02-14T22:44Z 56.5K followers, 61.9K engagements
"Always a pleasure to see Indias Finance Minister Nirmala Sitharaman. And thank you dear Nirmala for the lovely gift"
X Link 2026-02-14T16:15Z 838.6K followers, 61.9K engagements
"Take that and Rewind it Back Unleash Agents. Not Risk. Rubrik Agent Cloud from The Security and AI Operations Company"
X Link 2025-11-27T22:52Z 11K followers, 19.8K engagements
"Rubrik SKO Breakthrough technologies such as AI aren't linear; they are super-linear phenomena. You dont take advantage of them by following the crowd. You have to take a bet before they become mainstream. Here is the framework for business success I shared with our team at SKO this week: No one knows anything. The future is unwritten. If it were a known quantity there would be no reward. Stop looking for a blueprint and start thinking for yourself. Play the non-consensus game. Consensus ideas are crowded and diluted. Real impact is made when you bet on the unlikely idea that the market"
X Link 2026-02-13T15:06Z 11K followers, [----] engagements
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