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@zoomyzoomm Zoomer 🧢
Elon Musk's algorithm changes on X (formerly Twitter) have sparked frustration among users, with many expressing disappointment and demotivation due to decreased visibility and engagement. Some users are considering canceling their premium subscriptions, citing the algorithm's favoring of "slop posts" from unverified accounts over high-quality content from verified ones. The changes have led to a significant decline in motivation for some users to post on the platform.
Engagements: XXXXXXX #
- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXXX -XX%
- X Months XXXXXXXXXXX +1,535%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXXXX +25%
- X Months XXXXX +158%
Followers: XXXXXX #
- X Week XXXXXX +2.40%
- X Month XXXXXX +5.80%
- X Months XXXXXX +522%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks #2421 technology brands finance #3602 cryptocurrencies countries automotive brands exchanges social networks currencies vc firms
Social topic influence $nvda #388, ai, $tlt #3, $orcl #22, $goog #15, open ai #434, $msft #13, $amzn #74, $meta #90, meta
Top accounts mentioned or mentioned by @martinshkreli @elonmusk @nikitabier @nietschecapital @pandawatch88 @remindmeofthis @altcap @compoundingirl @blondesnmoney @investornick @openai @lloydjamesross @grok @dalibali2 @nataninvesting @dirtygreenpaper @deepseekai @optionsly @daveyjuice @citrini7
Top assets mentioned NVIDIA Corp. (NVDA) Oracle Corporation (ORCL) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Metadium (META) Adobe, Inc. (ADBE) CoreWeave, Inc. (CRWV) GitLab Inc. Class A Common Stock (GTLB) Sea Limited (SE) MercadoLibre Inc (MELI) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) 4 (FOUR) IREN Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Alibaba Group (BABA) monday.com Ltd. Ordinary Shares (MNDY) Taiwan Semiconductor (TSM) Cream (CRM) Apple, Inc. (AAPL) Palantir (PLTR) Synopsys, Inc. (SNPS) MP Materials Corp. (MP) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Duolingo, Inc. Class A Common Stock (DUOL) Bitcoin (BTC) Apollo Global Management, Inc. (APO) OwlDAO (OWL) PayPal Holdings Inc (PYPL) SuperWalk (GRND) Cipher Mining Inc. Common Stock (CIFR) CLEANSPARK INC (CLSK) Tesla, Inc. (TSLA) Salesforce Inc (CRM) Carvana Co. (CVNA) Grab Holdings Limited Class A Ordinary Shares (GRAB) Commault Systems, Inc. (CVLT) Kratos Defense & Security Solutions, Inc. (KTOS) F5 Inc (FFIV) Hims & Hers Health, Inc. (HIMS) Natera, Inc. Common Stock (NTRA) Sphere Entertainment Co. (SPHR) Howard Hughes Holdings Inc. (HHH) TALEN ENERGY CORP (DE) (TLN) Graphic Packaging Holding Company (GPK) Confluent, Inc. Class A Common Stock (CFLT) Tenable Holdings, Inc. (TENB) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Elastic N.V. (ESTC) Okta Inc (OKTA) Blackstone, Inc. (BX) Viking Holdings Ltd (VIK)
Top Social Posts
Top posts by engagements in the last XX hours
"Trade 1: Short Homebuilders. Rationale: Bearish on oversupply & pricing declines. Positioning: Short $DHI $LEN $BLDR $DFH. Profitable Trade No. Commentary: Homebuilders have bounced recently on rate cut bets and many are green YTD. More bullish than bearish into 2026"
X Link 2025-12-01T01:04Z 30.1K followers, 6942 engagements
"Broken Compounders $SNPS Synopsys $CVLT Commvault $MSTR Strategy $KTOS Kratos $CDE Coeur Mining $SMCI Super Micro $ELF e.l.f. Beauty $CELH Celsius $FFIV F5 $HIMS Hims & Hers $RIOT Riot Platforms $MARA MARA $ASTS ASTS $MP MP Materials $ORCL Oracle"
X Link 2025-12-04T03:36Z 30.1K followers, XXX engagements
"Tinder vs Bumble"
X Link 2025-12-06T04:41Z 30.1K followers, 2274 engagements
"4. There are 20+ VC-backed China AI startups in the pipeline dying to IPO. Expect China tech to rocket as these go public: Deepseek Unitree Deep Robotics Game Science BrainCo Manycore Tech Zhipu AI Moonshot AI Minimax Baichuan Stepfun XX AI DJI Megvii Bytedance Ant group Shein"
X Link 2025-08-16T02:35Z 30.1K followers, 2632 engagements
"TLDR - go long these stocks: - Robotics: $XIACY Dobot Ubtech Sunny Optical Xpeng - AI Apps: $INPRF $VOBIF $KGDEF $WEMXF $BFPTF $SNTMF - Data Centers: $GDS $VNET - Hyperscalers: $BABA $TCEHY $BIDU $KC - GPUs: $NVDA $SMICY (N.B. Robotics + AI App layer are extremely high vol/val)"
X Link 2025-08-16T02:35Z 30.1K followers, 2374 engagements
"Will post a deeper dive soon But Im almost certain the $nvda killer already exists in China And $bidu owns a XX% stake in it. Its currently hiding in the long term investments line on the balance sheet at at cost ($1.5b) But Im pretty sure Kunlun Xin could be worth $50b"
X Link 2025-08-16T11:57Z 30.1K followers, 14.4K engagements
"Both Topicus + Constellation Software in bear markets now $CSU.TO $TOI.TO $Csu $TOI"
X Link 2025-09-26T05:26Z 30.1K followers, 2445 engagements
"Ive literally never heard Chase Coleman (Tiger Global) speak This is the first and only public talk hes ever given to my knowledge"
X Link 2025-10-18T20:49Z 30.1K followers, 24.5K engagements
"Druckenmiller is max long healthcare like $NTRA and probably short everything else btw"
X Link 2025-11-21T06:47Z 30.1K followers, 1152 engagements
"The Top Fund Manager Picks for 2026 Longs $SPHR Sphere Entertainment Mike Jacobellis $AXTA Axalta Coating Systems Bill Jackson $HHH Howard Hughes Holdings Bill Ackman $ARW Arrow Electronics Ben Rauch $ADMA ADMA Biologics Scott Ferguson $TLN Talen Energy David Rosen $RARE Ultragenyx Pharmaceutical Shaun Zanganeh $GPK Graphic Packaging David Einhorn $VEU Vanguard FTSE All-World ex-US David Roberts $TQQQ ProShares 3x Nasdaq XXX Anthony Bozza $HOOD Robinhood Carson Block $QQQ Nasdaq XXX Paul Tudor Jones $MSFT Microsoft Alexis Ohanian $JOBY Joby Aviation Mark Galant $UUUU Energy Fuels Jim Payne /"
X Link 2025-11-24T22:45Z 30.1K followers, XXX engagements
"-30% in one month $mndy"
X Link 2025-11-25T12:46Z 30.1K followers, XXX engagements
"Rolling list of potential contrarian trades for 2026: Long ESG Energy (Solar/Wind/Renewables) Long China Tech (repeat of early 2025) Long LATAM (Brazil + Argentina) Long oil (yes IK Trump wants lower oil) Long US treasuries (long end) Short tech Short utilities"
X Link 2025-11-29T01:23Z 30.1K followers, XXX engagements
"Strong support for Doulingo at $X Lmfao $duol"
X Link 2025-11-30T03:27Z 30.1K followers, 24.3K engagements
"Stan Druckenmiller not being long ANY AI stocks (other than $TSM) tells you all you need to know about what he's expecting"
X Link 2025-11-30T08:11Z 30.1K followers, XXX engagements
"@MartinShkreli Trade 6: Long Legacy TV Media. Rationale: Rebound thesis. Positioning: Long $MGNI. Profitable Trade No. Commentary: $MGNI has lagged YTD due to persistent ad market fragmentation delaying the anticipated legacy media recovery. adtech has been slaughtered (eg $TTD)"
X Link 2025-12-01T01:20Z 30.1K followers, 5513 engagements
"@MartinShkreli Trade 12: Long Power Gen / Short OIH. Rationale: Mobile gen & turbines vs. oil services. Positioning: Long $SEI $PUMP $LBRT; short $OIH. Profitable Trade Yes. Crushed it. Commentary: $SEI up HUGE. $LBRT down modestly. $OIH and $PUMP largely flat"
X Link 2025-12-01T01:32Z 30.1K followers, 4099 engagements
"@MartinShkreli Trade 13: Long Chart Industries. Rationale: Industrial gases focus. Positioning: Long $GTLS. Profitable Trade Yes (marginally). Commentary: $GTLS got acquired. Still a net positive trade"
X Link 2025-12-01T01:33Z 30.1K followers, 3895 engagements
"@MartinShkreli Trade 19: Long Banks & Financials. Rationale: Regionals & fast finance (incl. KRE UWMC). Positioning: Long $KRE $UWMC; short Euro banks. Profitable Trade No. Severe losses. Commentary: $KRE up 5%. Euro banks ripped 60%+. Significant losses on this pair trade"
X Link 2025-12-01T01:42Z 30.1K followers, 3466 engagements
"What stops @bryan_johnson from doing what @brian_armstrong did at the end of the last $coin earnings call and just blast every phrase Except he gets his mates to put a million dollars on each phrase And he splits the profits 50/50. Who is policing this stuff"
X Link 2025-12-01T07:13Z 30.1K followers, XXX engagements
"Adjusted for inflation $tlt has returned XX% over the ENTIRE XX year period since inception. Yikes. If there was ever a time to long bonds Hear me out lol"
X Link 2025-12-01T21:49Z 30.1K followers, 1624 engagements
"Bonds are cheap. $TLT Equities are expensive. $SPY No other way to slice it"
X Link 2025-12-02T00:33Z 30.1K followers, 1549 engagements
"Coatue being balls deep long the "OpenAI Complex" instead of the $GOOG complex"
X Link 2025-12-03T00:05Z 30.1K followers, XXX engagements
"4th December 2025 - Top Factor Movements Top Factors Quantum Spec +8.50% Disease Rare +7.75% Ethereum +5.50% Tech Cash Burn +5.25% Online Gambling +5.00% Space Mob +4.75% Biotech Spicy +4.75% Bitcoin Datacenter Plays +4.50% Dr Copper +4.50% Stablecoins +4.25% Bottom Factors HF Unwind Index XXXX% Vol Nasdaq XXXX% Stagflation High v Low XXXX% Growth Secular vs Cyclicals XXXX% Hospitals XXXX% Longs vs Shorts Crowded XXXX% Hardware Tech XXXX% Quality High vs Low XXXX% Valuation High v Low XXXX% E-Comm 1.00%"
X Link 2025-12-03T22:22Z 30.1K followers, XXX engagements
"FWIW stocks Id buy the dip on: $snps $cvlt $ktos $ffiv $mp $orcl"
X Link 2025-12-04T03:38Z 30.1K followers, XXX engagements
"Famous last words (as a former $MNDY bagholder lmao)"
X Link 2025-12-04T04:25Z 30.1K followers, 2563 engagements
"@BucknSF Yeah agree $ASAN is a mega short Awful SBC and Moskovitz treats it like his pet project Point solution with zero defensibility"
X Link 2025-12-04T04:27Z 30.1K followers, XXX engagements
"Coinbase CEO Brian Armstrong: "You actually WANT insider trading" What the fuck"
X Link 2025-12-04T04:42Z 30.1K followers, 12.8K engagements
"USD/JPY (blue) vs US-Japan 10Y yield spread (black) This has bifurcated (currency spread is up while yield spread is down) Two reasons the jaws close: US 10Y falls and Japan 10Y rises pulling USD/JPY down US 10Y rises and Japan 10Y stays low widening the rate spread"
X Link 2025-12-05T03:28Z 30.1K followers, XXX engagements
"This thesis is so dim wittedly simplistic and stupid that it probably works long $ADBE"
X Link 2025-12-05T05:09Z 30.1K followers, 2978 engagements
"OpenAI Complex is losing. Google Complex is winning. $MSFT $NVDA $ORCL $AMZN $AMD $META $CRWV $SFBTY"
X Link 2025-12-07T07:29Z 30.1K followers, XXX engagements
"@CedarStResearch If long yields keep rising. equities NGMI"
X Link 2025-12-08T01:14Z 30.1K followers, 12.4K engagements
"And $CFLT is gone Was $IBM Francisco Partners but close enough Waiting on $ESTC $S $GTLB up next on the chopping block"
X Link 2025-12-08T04:14Z 30.1K followers, 1692 engagements
"Call me crazy but US treasuries look like a "one-way bet" as @standuquesne would call them. The fed cannot let the long end rise more than 5.5-6% (from XXX% today). The interest expense would cripple the USA. This is effectively a "backstop" for bond investors like $TLT"
X Link 2025-12-08T05:06Z 30.1K followers, 1895 engagements
"The canary in the coalmine All the publicly listed PE shops. $BX $KKR $APO $CG $OWL etc. They're all down XX% from peak"
X Link 2025-11-21T07:03Z 30.1K followers, XXX engagements
"Holy fuck Jack Zhang is in deep shit with the CCP He just deleted all his tweets in the thread lol Paging the Airwallex cap table - come get your Chinese government spy before he gets thrown in jail like $BABA's Jack Ma (Side note: God he's an arrogant piece of shit)"
X Link 2025-12-02T06:45Z 30.1K followers, 4846 engagements
"If OpenAI or SpaceX actually gets a $1T+ IPO off I'm actually hitting the "selling everything" button on IBKR"
X Link 2025-12-09T23:15Z 30.1K followers, XXX engagements
"Youve got to be one massive piece of shit to hate Outdoor Boys"
X Link 2025-12-11T02:36Z 30.1K followers, 1474 engagements
"Anyone long $WDAY Yes the product is shit Yes SaaS has been murdered and DOA Stock has wipsawed around recently Viking used to have a huge position (but dumped into year) Elliott currently going "full activist" on it low teens rev growth/margins 15x XX EBITDA"
X Link 2025-11-28T05:14Z 30.1K followers, XXX engagements
"Jensen Huang on Joe Rogan. It's so over"
X Link 2025-12-04T01:31Z 30.1K followers, 1979 engagements
"Almost X trillion market cap on $avgo XX bagger in X years Its doing XX billion run rate revenue You know what to do"
X Link 2025-12-11T02:57Z 30.1K followers, XXX engagements
"Comparing the stocks I picked out at the end of last year vs how they're doing YTD A few shitters (e.g. $IBTA $PRGS $MBLY) A few really good ones ( $STNE $UBER $SE $MU $MELI $NU $PINS) TBC if the top performers will keep running Or if the shitters will keep crashing"
X Link 2025-07-16T08:24Z 30.1K followers, 5221 engagements
"Short Legacy IVR $CSCO $FIVN $RNG"
X Link 2025-08-11T23:46Z 30.1K followers, 1116 engagements
"Fintech Payments NTM EV/EBITDA Multiples 20x+: $TOST $ADYEN 10-20x: $LSPD $XYZ 10x: $FOUR $GPN $PYPL $FI $XYZ"
X Link 2025-08-14T07:03Z 30.1K followers, 1094 engagements
"Holy Fuck $MNSO"
X Link 2025-08-23T06:24Z 30.1K followers, XXX engagements
"$GRND Grindr CEO is a gay Johnny Sins"
X Link 2025-09-07T07:33Z 30.1K followers, 1344 engagements
"$grnd Grindr has virtually zero costs. X. $aapl pass through fees X. $amn AWS cloud hosting costs X. Employee headcount (which is low) Thats it. The beauty of the platform marketplace business model is that you can literally 10x your revenue without adding any COGS"
X Link 2025-09-09T23:24Z 30.1K followers, 1984 engagements
"Hedgeye Top Performing Longs $SITM Sitime XXXXX% $GOOGL Alphabet XXXX% $TXG 10x Genomics XXXX% $MPLX MPLX XXXX% $PLNT Planet Fitness XXXX% $VMC Vulcan Materials XXXX% $HQY HealthEquity XXX% $VIK Viking XXX% $RH RH XXX% $DIDY Didi XXX% $CASY Casey's General Stores XXX% $MGM MGM Resorts XXX% $FICO Fair Isaac XXX% $WFC Wells Fargo XXX% $META Meta Platforms -XXX% $ULS UL Solutions -XXX% $FWRG First Watch -XXX% $SN SharkNinja -XXX% $GEL Genesis Energy -XXX% $NFLX Netflix -XXX% $DPZ Domino's Pizza -XXX% $SNOW Snowflake -11.0%"
X Link 2025-11-24T22:51Z 30.1K followers, XXX engagements
"Wow $WISE.L taken to the woodshed This thing is everyone's favorite travel companion Yea yea maybe it's commoditized But ultimately it's stealing flow from the other banks/FX providers Chart is cooked but looks prime for a bounce"
X Link 2025-11-28T05:17Z 30.1K followers, XXX engagements
"Eric Jackson's "Rising Dynasty" $BETR - Better Home & Finance $BTQ - BTQ Technologies $IREN - Iris Energy $CIFR - Cipher Mining $HUT - Hut X Mining $OPEN - Opendoor I couldn't pick a worse collection of shitcos if I tried. These are all complete dogshit"
X Link 2025-11-30T00:21Z 30.1K followers, 1032 engagements
"Do you notice anything about Stan Druckenmiller's top holdings Absolutely flawless charts. Lesson in there. $NTRA $INSM $TEVA $WWD"
X Link 2025-11-30T08:59Z 30.1K followers, 1785 engagements
"No wonder China are rejecting $NVDA GPUs"
X Link 2025-11-30T21:22Z 30.1K followers, XXX engagements
"@MartinShkreli Trade 9: Long/Short Pet Care Reset. Rationale: Post-COVID normalization. Positioning: Long $CHWY $CENT; short $WOOF. Profitable Trade Yes. Commentary: Net positive from $CHWY (marginaly up) and short $WOOF (-20%) offsetting $CENT (-10%) as pet spending stabilizes"
X Link 2025-12-01T01:24Z 30.1K followers, 4516 engagements
"@MartinShkreli Trade 17: Long Arcutis Therapeutics. Rationale: Dermatology biotech. Positioning: Long $ARQT. Profitable Trade Yes. Crushed it. Commentary: $ARQT more than doubled on positive clinical data and market expansion in therapeutic dermatology. Biotechs FTW"
X Link 2025-12-01T01:37Z 30.1K followers, 3729 engagements
"Trade 18: Long Fiscal Policy Plays. Rationale: Dereg Ukraine MAHA food quality (incl. LQDT AVO etc.). Positioning: Long $LQDT $AVO $BRBR $SMPL $VITL $NGVC; short $UTZ $JJSF $SFM. Profitable Trade Yes net positive. Commentary: Longs got dumped (eg $BRBR (-60%) but shorts delivered gains ( $UTZ $JJSF $SFM all crushed)"
X Link 2025-12-01T01:39Z 30.1K followers, 3526 engagements
"2x levered $IREN ETF ( $IRE) down XX% today lmfao"
X Link 2025-12-03T00:46Z 30.1K followers, XXX engagements
"What themes do I think won't work in 2026 Stagflation (inflation will cool a lot faster than ppl think back to 2-2.5% target) Bitcoin miners turned neoclouds (eg $CIFR $IREN $NBIS $APLD $CLSK all roadkill) Semis (think we see signs of a glut) Space (eg $ASTS) Quantum"
X Link 2025-12-03T23:04Z 30.1K followers, XXX engagements
"To justify their current market caps todays largest companies would need to compound revenue EVERY YEAR over the next five years: $TSLA XX% $AVGO XX% $NVDA XX% $AMZN XX% $LLY XX% $AAPL XX% $MSFT XX% $GOOGL XX% $META XX% $TSM XX% $BRK.B 5%"
X Link 2025-12-03T23:42Z 30.1K followers, XXX engagements
"Salesforce bagholders +1.8% AH after being down XX% $CRM"
X Link 2025-12-04T01:44Z 30.1K followers, XXX engagements
"While the 30Y Yield is largely unchanged in 2025 The 5Y Yield is down 16%. Remarkable divergence. The fed clearly yanking the front end down while the bond market calling bullshit on the long end. $FVX $TYX"
X Link 2025-12-05T06:50Z 30.1K followers, XXX engagements
"Cheat Sheet for bond yields and their impact on the yield curve"
X Link 2025-12-07T07:17Z 30.1K followers, XXX engagements
"Per Bloomberg Quant the move in bond yields is primarily being driven by risk on/off (rather than fundamental demand/supply dynamics) $tlt"
X Link 2025-12-08T22:07Z 30.1K followers, 1660 engagements
"Shower thoughts but I kinda think less rate cuts = lower long yields Thusfar long yields have been rising because everyone is worried Hassett will come in cut XXX bps and ignite inflation again But if the fed turns out to be hawkish (hold rates) that might slow yields rising"
X Link 2025-12-09T00:51Z 30.1K followers, XXX engagements
"At what rate do 10Y bond yields start to be come a problem for the stock market"
X Link 2025-12-09T01:23Z 30.1K followers, XXX engagements
"Bernstein on OpenAI $1.4T spend: We believe that many of these commitments are in fact cancelable or the go live dates have not been locked in. They are likely more of Letters of Intent that OAI can walk away from if they dont need the capacity or have no fixed starting time"
X Link 2025-12-09T01:42Z 30.1K followers, XXX engagements
"Imagine if the fed doesn't cut rates tomorrow"
X Link 2025-12-09T23:31Z 30.1K followers, XXX engagements
"brb max leveraged long $ASTS $RKLB"
X Link 2025-12-10T01:14Z 30.1K followers, 1284 engagements
"I'm max bullish on $PDD $DLO $FOUR $ZETA And the last X are huge short squeeze candidates lol $DLO XX% SI $FOUR XX% SI $ZETA XX% SI"
X Link 2025-08-26T04:08Z 30.1K followers, 1222 engagements
"Insur tech comps $UPST $LMND $PLMR $OSCR $TRUP $LC $ROOT $HIPO $SOFI"
X Link 2025-09-01T06:52Z 30.1K followers, XXX engagements
"Thrive Capital first cheques into tech companies: Cursor Seed Wiz Series A Github Series A Skims Series A $OSCR Series A Kickstarter Series A $U Series B Ramp Series B $HIMS Series B Patreon Series B Warby Parker Series B Slack Series C Stripe Series C $HOOD Series C Dude"
X Link 2025-09-22T02:09Z 30.1K followers, 214.2K engagements
"Ironically Rightmove stock price has almost tracked London house prices 1:1 lol Flat since 2019 $RMV"
X Link 2025-09-24T07:06Z 30.1K followers, XXX engagements
"HOLY FUCK Dominos down -XX% the Italians are jumping for joy rn note to self: don't buy an overpriced cyclical consumer discretionary piece of shit $DMP.AX"
X Link 2025-09-29T04:57Z 30.1K followers, 69.5K engagements
"why do the hottest girls always have mugshots"
X Link 2025-11-16T00:12Z 30.1K followers, 2209 engagements
"Interesting that Hedgeye is short Tencent $tcehy Supposedly known as the China AI titan with robust revenue/earnings Very contrarian @HedgeyeTech"
X Link 2025-11-21T05:34Z 30.1K followers, XXX engagements
"The quality/dogshit lender spread trade Long $apo Short $owl Self explanatory. Apollo underwrote quality loans. Blue owl underwrote data center trash"
X Link 2025-11-24T05:53Z 30.1K followers, XXX engagements
"Holy fucking shit. If were following the dot com bubble we crash HARD in December"
X Link 2025-11-29T23:43Z 30.1K followers, 4863 engagements
"thought it was time to run my "Rule of XX Dirt Cheap" screener: XX% NTM revenue growth XX% FCF margins XX% EBITDA margins 6x NTM EV/Revenue $TEAM Atlassian $AVPT Avepoint $CLSK Cleanspark $DUOL Duolingo $GEN Gen Digital $GLBE Global-e $GRND Grindr $KSPI Kaspi $TKO TKO"
X Link 2025-11-30T00:37Z 30.1K followers, XXX engagements
"Hot take but long $META // short $GOOG here"
X Link 2025-11-30T07:15Z 30.1K followers, 4309 engagements
"If X months ago you had put $X million into: $GOOG - You would have $1600000 today. $META - You would have $850000 today. Choose your stocks wisely"
X Link 2025-11-30T22:50Z 30.1K followers, XXX engagements
"Does anyone else randomly run 1000% gross exposure just because $IBKR is dumb enough to give it to you just to see if you can handle the heat Just me Oh okay. 😭"
X Link 2025-12-01T01:12Z 30.1K followers, XXX engagements
"@MartinShkreli Trade 10: Long Drones / Short Ag Equipment. Rationale: Precision ag vs. conventional. Positioning: Long drone basket; short $AGCO. Profitable Trade No. Commentary: $AGCO has ripped this year. You can't win em all. Esp on the short side"
X Link 2025-12-01T01:25Z 30.1K followers, 4452 engagements
"@MartinShkreli Trade 11: Long YETI / Short SharkNinja. Rationale: Consumer goods pair. Positioning: Long $YETI; short $SN. Profitable Trade Yes. Commentary: $YETI up. $SN flat. Niche trade but it worked"
X Link 2025-12-01T01:27Z 30.1K followers, 4288 engagements
"Dan Ives swapping $NOW for $CRWV Is like swapping Gold for Lehman Brothers in 2008"
X Link 2025-12-02T00:20Z 30.1K followers, 1391 engagements
"Bitcoin is XXX% correlated to the Japanese yen right now"
X Link 2025-12-02T03:14Z 30.1K followers, 2822 engagements
"Are Japanese bond yields meant to be correlated to US bond yields $TLT"
X Link 2025-12-02T05:17Z 30.1K followers, XXX engagements
"I think youd make a LOT of money just buying the value pick out of the mag X every year. Eg $GOOG in June was the value pick of the Mag X $NVDA in 2023 was probs value. $meta at $XX was the value pick in 2022. Its probably also the value pick today $meta"
X Link 2025-12-02T21:26Z 30.1K followers, 6198 engagements
"@coatuemgmt Coatue being balls deep long the "OpenAI Complex" seeing " $GOOG complex" rip"
X Link 2025-12-03T00:04Z 30.1K followers, 1799 engagements
"The time to short $TLT was in 2020 when: 10Y Yields were 0.6%. Inflation was about to rip to 9%. The fed was about to hike XXX basis points. The economy was about to head into a recession. $TLT is already in a XX% drawdown. Shorting now when 10Y Yields are X% is fucking retarded"
X Link 2025-12-03T02:10Z 30.1K followers, 6898 engagements
"Bond yields down = bond prices up. Unless you think bond yields are going to go from: 10Y: XXX% - 5%+ 30Y: XXX% - 6%+ I can't see the why you would be short $TLT (other than to offset a long 1-3 month treasury position eg $SHY). The risk/reward seems negatively skewed"
X Link 2025-12-03T02:40Z 30.1K followers, XXX engagements
"The Big Bond Bull Bear Case of 2026: XX Charts to Consider🧵 X. $TLT returns since inception. It has been dead money for XX years. If not now then when"
X Link 2025-12-03T06:09Z 30.1K followers, 2599 engagements
"Spotify formed a death cross Netflix below the XXX day If you are buying here. Don't. $SPOT $NFLX"
X Link 2025-12-04T01:22Z 30.1K followers, 1331 engagements
""Any sufficiently advanced technology is indistinguishable from magic." - Arthur C. Clarke"
X Link 2025-12-04T05:54Z 30.1K followers, XXX engagements
"Think we're in an AI/Tech/Momentum market Long: Unprofitable tech Momo Uranium Nuclear Quantum Short: Staples Low volatility Low valuation Telcos Excellent new tool by @JaredKubin"
X Link 2025-12-05T01:28Z 30.1K followers, XXX engagements
"Disagree with consensus and think we're headed for a risk-off/defensive period Long: $DXY $TLT Staples High quality Secular growth Short: Unprofitable tech IPOs Momo Space Quantum Biotech Lots of diff scenarios. Epic"
X Link 2025-12-05T01:28Z 30.1K followers, 2452 engagements
"Also @Downtown and @michaelbatnick just pitched an $adbe long thesis on @TheCompoundNews Seems like its finally time"
X Link 2025-12-05T04:04Z 30.1K followers, 1526 engagements
"@QualityInvest5 Exit $ASML and double down on $ADBE IMO"
X Link 2025-12-05T05:12Z 30.1K followers, XXX engagements
"Lmao $four levering up the balance sheet even more These guys are doubling down on their M&A strategy Even when the market punishes the entire payments sector Gotta commend the conviction Lets see if it pays off for them"
X Link 2025-12-05T08:30Z 30.1K followers, 1667 engagements
"Jesus fucking Christ"
X Link 2025-12-05T10:23Z 30.1K followers, 9982 engagements
"Long $NFLX for the sole reason people will buy if it drops $100"
X Link 2025-12-06T04:38Z 30.1K followers, 2226 engagements
"@RemindMe_OfThis in X days"
X Link 2025-12-06T05:06Z 30.1K followers, XXX engagements
"Everyone dunking on this post severely misunderstands the ramifications of people NOT buying US treasuries. Bond prices down = bond yields up Bond prices up = bond yields down. If people do NOT buy US treasuries (less demand for bonds) this will send bond prices down and bond yields up. US treasuries are basically a proxy for the risk free rate. Higher bond yields = a higher risk free rate. This is what virtually EVERY SINGLE ASSET uses as a baseline. If you can make X% risk free why would you bother investing in high risky stuff The entire risk curve shifts to the right. Suddenly investors"
X Link 2025-12-07T01:30Z 30.1K followers, 1792 engagements
"We want lower bond yields. Imagine what equity markets would look like with the 10Y Yield at 6%+ lmfao"
X Link 2025-12-07T01:35Z 30.1K followers, 1350 engagements
"Bond yields have acted weirdly the entire year. Growth is weakening. Inflation is falling. Unemployment is rising. These three factors would typically lead to lower yields on the lower end of the curve. Yet the long end is actually rising. Is it really Japan selling UST"
X Link 2025-12-07T01:41Z 30.1K followers, XXX engagements
"We definitely short $cvna here right"
X Link 2025-12-08T01:35Z 30.1K followers, XXX engagements
"Trump hires Bessent Bessent needs to refinance the US debt Bessent needs lower long yields Bessent tells Trump Trump puts Hassett in as Fed chair Trump tells Hassett to do YCC (buy long term bonds) Hassett starts YCC Long yields drop Bessent refinances debt"
X Link 2025-12-08T07:46Z 30.1K followers, 2057 engagements
"OpenAI Generates XX billion of revenue. Yet they've committed $XXX TRILLION (70x their revenue) To players like $NVDA $AMD $AVGO $ORCL $MSFT $AMZN $CRWV etc. Call me skeptical"
X Link 2025-12-08T09:09Z 30.1K followers, 1331 engagements
"What moves the long end GIP. Growth. Inflation. Policy. Descending importance in that order. Yields are rising like we're going to get: re-accelerating growth X% inflation A fiscal policy blunder Do you agree"
X Link 2025-12-09T00:01Z 30.1K followers, XXX engagements
"The fintwit EM darlings are all getting aggressively sold off $SE $GRAB $MELI Is this a "buy the dip" moment or stay tf away until we get a real capitulation"
X Link 2025-12-09T01:26Z 30.1K followers, XXX engagements
"Wen Stock Market Crash"
X Link 2025-12-09T03:26Z 30.1K followers, XXX engagements
"What happens to inflation (and long bond yields) if oil halves from todays prices"
X Link 2025-12-09T04:07Z 30.1K followers, 1228 engagements
"The S&P XXX is trading on a price to sales ratio of 3.4x Equities are now trading at record valuations. Far above standard deviation bands. Yet the largest constituents have become LOWER margin as they ramp up capex spending. Higher margin = higher valuation. Lower margin ="
X Link 2025-12-09T05:42Z 30.1K followers, XXX engagements
"Does the Goldman Sachs AI Leaders Basket continue to outperform The X AI stocks: Nvidia $NVDA Palantir $PLTR Oracle $ORCL Microsoft $MSFT Vertiv $VRT GE Vernova $GEV Constellation $CEG Vistra $VST Since the launch of ChatGPT in 2022 this basket has returned XXX% a year"
X Link 2025-12-09T05:55Z 30.1K followers, XXX engagements
"POV: You greenlit $NVDA H200 exports to your #1 geopolitical rival"
X Link 2025-12-09T07:09Z 30.1K followers, XXX engagements
"China will continue developing their own domestic chips (eg Huawei and $BIDU Kunlunxin). America will continue reshoring critical rare earths (eg $UUUU and $MP). This deal basically just alleviates short term pressures on both nations"
X Link 2025-12-09T07:13Z 30.1K followers, 1023 engagements
"Do I dare call the bottom in $four The price is 6-7 😂😭😂😭😂😭😂😭"
X Link 2025-12-09T10:20Z 30.1K followers, XXX engagements
"@BlakeFox7 Its either inflate the debt/currency away or austerity/recession Governments choose inflating the debt away every day"
X Link 2025-12-09T10:43Z 30.1K followers, XX engagements
"This is like a modern day OG Warren Buffett cigar butt $adbe"
X Link 2025-12-09T10:58Z 30.1K followers, XXX engagements
"So $se and $grab are obvious longs here right You basically have a grip hold on the southeast Asian duopoly Both are cheap and high growth tech companies"
X Link 2025-12-09T11:21Z 30.1K followers, 1248 engagements
"How is Nick Fuentes a virgin at 27"
X Link 2025-12-09T11:31Z 30.1K followers, XXX engagements
"@BobEUnlimited Yet long yields are screaming higher amid: bond vol down lower growth expectations slowing inflation weakening job market Fed rate cuts QT ending Make it make sense"
X Link 2025-12-09T11:42Z 30.1K followers, XXX engagements
"Bill Ackman got streamsniped 😭😭😭"
X Link 2025-12-09T13:21Z 30.1K followers, 1795 engagements
"Cc @BillAckman which Japanese bank are you taking a stake in now 😂"
X Link 2025-12-09T13:24Z 30.1K followers, XXX engagements
"What if $ORCL and $ADBE both miss earnings AND the fed implodes the market Could be pretty bloody. Bookmark it"
X Link 2025-12-09T23:56Z 30.1K followers, XXX engagements
"Meritech think $ADBE is an AI winner 🤔"
X Link 2025-12-10T00:03Z 30.1K followers, XXX engagements
"I think about this often"
X Link 2025-12-10T00:39Z 30.1K followers, XXX engagements
"FWIW @Jason made some good trades Imagine if he went in size into $WBD"
X Link 2025-12-10T00:40Z 30.1K followers, XXX engagements
"@PegasusFund Surely just jump on the Fintwit contrarian bandwagon of $MELI $SE etc"
X Link 2025-12-10T02:47Z 30.1K followers, XXX engagements
"The Fintwit Fifteen (Consensus non-consensus picks) $PYPL - PayPal $DUOL - Duolingo $FOUR - Shift4 $FI - Fiserv $NVO - Novo Nordisk $AMZN - Amazon $GTLB - Gitlab $META - Meta $NVDA - NVIDIA $TSM - TSMC $ADBE - Adobe $CRM - Salesforce $SE - Sea $MELI - MercadoLibre $GRAB - Grab"
X Link 2025-12-10T03:07Z 30.1K followers, XXX engagements
"I squinted and thought that was Candace Owens for a second lol"
X Link 2025-12-10T04:00Z 30.1K followers, XXX engagements
"Long $xle Short $nvda"
X Link 2025-12-10T04:07Z 30.1K followers, XXX engagements
"China Comps July 2025 Robotics + AI + Semis are on the high end of valuation range Mega caps on the bottom end of valuation range $JD $DIDIY $PDD $BABA $BIDU $MPNGF Majority of the comps are expecting relatively high topline growth and robust margin profiles All up big YTD"
X Link 2025-07-24T02:59Z 30.1K followers, 1293 engagements
"MY M&A PREDICTIONS H2 2025 DevOps: $GTLB by a strategic (eg $AMZN Anthropic etc.) $CFLT by Fransisco Partners $ESTC by Bain Cap $PD () by TPG Cyber: $S by Vista $OKTA by Blackstone $TENB by A-KKR SaaS: $MNDY by Thoma Bravo $CLBT by KKR These companies are just too cheap. PE can easily lever up optimize P/L + balance sheet and run financial engineering then flip it back to market in X years"
X Link 2025-09-03T04:17Z 30.1K followers, 4130 engagements
"$WISE Square Peg Long Thesis"
X Link 2025-09-03T09:06Z 30.1K followers, 1711 engagements
"The beauty with $TLT is it's super long duration and virtually nothing short run impacts it. It's all about the macro 20/30/40 years out. It is a virtual certainty that the USA will follow Japan's rate path in the 80s/90s. AI is the most deflationary force known to mankind"
X Link 2025-11-21T03:52Z 30.1K followers, XXX engagements
"The last time XX year yields were structurally high (above 4%) was XX years ago. You got destroyed when you bought bonds at record low yields then saw them rip. You made a killing buying long bonds when yields were high then collapsed towards 0%. Aka now. $tlt $tnx $zroz $ief"
X Link 2025-11-30T02:21Z 30.1K followers, XXX engagements
"@MartinShkreli Trade 7: Long Travel Normalization. Rationale: Post-disruption recovery. Positioning: Long travel basket: $PLYA. Profitable Trade Yes (marginally). Commentary: $PLYA benefited from sustained demand normalization. But travel has generally been weak-ish"
X Link 2025-12-01T01:22Z 30.1K followers, 5193 engagements
"Top Picks from the Robinhood Pick a ticker 2026 $HHH Howard Hughes Bill Ackman $QQQ Paul Tudor Jones $HOOD Carson Block (Short) $FLNC Fluence Energy Carson Block $GPK Graphic Packaging David Einhorn $MSFT Alexis Ohanian $CLS Celestica Mark Galant $SPHR Sphere Mike Jacobellis $TLN Talen Energy David Rosen $TQQQ 3x Nasdaq Anthony Bozza $JOBY Mark Galant $UUUU Energy Fuels Jim Payne $URA Uranium Giles Coppel $PCT PureCycle Michael Buckley $NVDL 2x Long $NVDA Anthony Bozza"
X Link 2025-12-01T04:13Z 30.1K followers, XXX engagements
"JPM: Baidus Hyperscaler Cloud Computing biz valued at $34b (vs 40b market cap today) AI cloud accounts for 1/4 of Baidu's core revenue. JP Morgan expects Baidu's GPU computing revenue to double in 2026. $bidu"
X Link 2025-12-02T04:02Z 30.1K followers, 2677 engagements
"Gitlab won't bottom until @dalibali2 capitulates 😇🥲 $GTLB"
X Link 2025-12-03T23:16Z 30.1K followers, 1148 engagements
"Short $gtlb I guess"
X Link 2025-12-06T01:39Z 30.1K followers, XXX engagements
"Imagine it's 1981 and you bought XX year bonds locking in a XX% return risk-free every year until you retired"
X Link 2025-12-07T07:49Z 30.1K followers, 200.6K engagements
"Jeff Gundlach: "I believe at X% the Fed will announce QE (aka buying long term bonds) and when they do you will have to be very quick and buy as much as you possibly could because it'll be just like when they announced buying corporate bonds during COVID. bonds ripped $TLT"
X Link 2025-12-08T01:23Z 30.1K followers, 521.2K engagements
"The $TLT long thesis in a nutshell"
X Link 2025-12-08T07:18Z 30.1K followers, 2928 engagements
"If Jamie Dimon runs in 2028 I am perma bullish US equities for the next decade. He is like Trump without the crazy. Would be an incredible president"
X Link 2025-12-09T08:16Z 30.1K followers, 3264 engagements
"Fintwit outperforming Warren Buffett by tailing Citrini and Semianalysis long ideas"
X Link 2025-12-09T08:48Z 30.1K followers, XXX engagements
"@MataeQ @sama He wants to regulate the whole industry because thats his #1 reason for starting Anthropic - Safety. He literally left OpenAI because of safety concerns. Its his whole reason for starting Anthropic in the first place"
X Link 2025-12-09T12:04Z 30.1K followers, XXX engagements
"Hot take but XX% $se XX% $amzn probs grossly outperforms in 2026"
X Link 2025-12-09T22:30Z 30.1K followers, XXX engagements
"SaaS companies are growing a lot slower than they used to"
X Link 2025-12-09T23:51Z 30.1K followers, XXX engagements
"The masculine urge to full port into $SE and $MELI and go to sleep for X years"
X Link 2025-12-10T00:06Z 30.1K followers, XXX engagements
"FWIW if everyone is screaming on Fintwit about rising bond yields it's probably the bottom"
X Link 2025-12-10T00:28Z 30.1K followers, XXX engagements
"Google's highest grossing revenue search queries in 2018. (From the $GOOG antitrust case). This is seriously worth a trillion dollars"
X Link 2025-12-10T00:37Z 30.1K followers, 23.4K engagements
"Remind me to never ever short stocks $pltr"
X Link 2025-12-10T02:12Z 30.1K followers, 1110 engagements
"Gavin Baker's wife btw"
X Link 2025-12-10T02:43Z 30.1K followers, 20.8K engagements
"Wont be a buy until $pypl starts catching a bid Until then. fintech and $four are dead"
X Link 2025-12-10T12:56Z 30.1K followers, 1123 engagements
"Were so back"
X Link 2025-12-10T20:38Z 30.1K followers, XXX engagements
"Another godlike short call from Felix First $se now $nbis This dude just doesnt miss"
X Link 2025-12-11T02:43Z 30.1K followers, 12.3K engagements
"When the market implodes we will ask what the signs were: Data centers in space SpaceX IPO at $XXX trillion $cvna at $XXX $PLTR at 100x NTM EV/Revenue Philippe Laffont resurfacing on Twitter CAPE 40x Japanese bond yields up XXX bps Michael Burry closing shop"
X Link 2025-12-11T03:49Z 30.1K followers, 1009 engagements
"Red Wedding: AI Edition $NBIS $CRWV $IREN $CIFR $APLD $CLSK"
X Link 2025-12-11T06:08Z 30.1K followers, XXX engagements
"@Kaye815434 Nebius literally knifed -XX% a month after they removed the long idea lol The whole point of Hedgeye is to time the entry and exits. Not just buy and hold the whole way lmao"
X Link 2025-12-11T09:05Z 30.1K followers, XXX engagements
"$MPNGY Meituan SOTP DCF $XXX Would you buy this stock Or is it a falling knife"
X Link 2025-08-28T04:16Z 30.1K followers, XXX engagements
"The slop bowl trade Long $CMG XX% YTD) Long $CAVA (-57% YTD) Long $SG (-79% YTD) Oversold and will bounce on short covering"
X Link 2025-11-25T22:03Z 30.1K followers, 1000 engagements
"Fintwit feels very toxic lately. People ripping out @Citrini7 for only having a XXX% stake in $GOOG despite victory lapping it and becoming a glorified ETF with too many holdings and for his medtech micro cap picks People ripping out @dylan522p and @SemiAnalysis_ for writing too much / their $goog TPU piece was too bearish $NVDA and the $NVDA longs went after him People ripping out @jukan05 for supposedly faking the $nvda Q&A rebutting Michael burrys picks People ripping out @blondesnmoney for i dont even remember but some fund manager went after him People going after @lord_fed for I cant"
X Link 2025-11-29T21:03Z 30.1K followers, 69.3K engagements
"6 long ideas for 2026 Long $adbe SaaS has been indiscriminately sold off this year and any unwind in the AI trade is likely to be positive for legacy SaaS. $adbe trades at c. 10x EBITDA and is best placed to roll out AI into existing F500 and SMB clients. Long $nvda The death of NVIDIA by $avgo and $GOOG is overblown. $NVDA has barely started their dominance with Blackwell and Rubin and is currently trading at record low valuations vs the last X years (20x EBITDA). Technology follows power laws and always accrues to the #1 player. Thats $nvda. We are in the 3rd inning with AI. stay long the"
X Link 2025-11-30T21:17Z 30.1K followers, 49.9K engagements
"Sus institutional flow into $TLT calls today. 94C for 12/31 expiration $263k premium If $TLT closes $XXXXX by EoY those contracts are worth $1.4m (500% return) in XX days. lmao. Does someone know something"
X Link 2025-12-02T02:22Z 30.1K followers, 1360 engagements
"What are the contra monster themes for 2026 Agentic AI SaaS (eg $CRM $PATH) Energy/Nat Gas (eg $EQT $XLE) ESG micro caps (eg $TE $PCT) PE/priv credit (eg $BX $APO $OWL) BNPL (eg $KLAR $AFRM $SEZL) AI healthcare (eg $ISRG $TEM) Robotics (eg $TER $SYM) Payments"
X Link 2025-12-03T23:00Z 30.1K followers, 1826 engagements
"How have we not been in a proper recession since 2009"
X Link 2025-12-04T11:17Z 30.1K followers, 1227 engagements
"The rug is gonna get pulled on the $PATH guys isn't it I haven't seen a single bear out there. This thing was a piece of SHIT X months ago that nobody wanted to touch. "RPA is dead." This largely hasn't changed. I will be the token lone bear. (tho I am bullish $PATH lol)"
X Link 2025-12-05T06:54Z 30.1K followers, XXX engagements
"@john_scianna @sama Yep also true Altho I think Dario does just generally speak his mind on this stuff and calls it like he sees it I mean he worked at OpenAI and left when they were doing bullshit safety stuff lol"
X Link 2025-12-09T11:41Z 30.1K followers, 14.2K engagements
"@stevetuchner @sama Both happen simultaneously A small subset of equities scream higher on doubled net margins The rest of equities (particularly those tied to the consumer) collapse along with valuation multiples And the economy goes into a recession"
X Link 2025-12-09T12:00Z 30.1K followers, 6402 engagements
"be Gavin Baker get fired by Fidelity for sexual harassment marry a XX year old insubordinate coworker whos XX years younger than you Holy fuck how am I just finding out about this stuff now"
X Link 2025-12-09T21:32Z 30.1K followers, 144.3K engagements
"Morgan Stanley's AI Robotics Baskets Robot Foundation Models: $TSLA $META $TM $BABA $TCEHY $NVDA $BIDU $GOOGL Simulation & Data Generation: $DASTY $SIEGY $TSLA $HXGBY $U $NVDA $META $GOOGL Vision/Sensors: $SIEGY $HXGBY $CGNX $SONY $ROK $KYCCF $APTV $SSNLF Compute: $QCOM $NVDA $CDNS $AMD $AMBA $ARM $INTC $SNPS $TSM $SSNLF $AAPL $SMICY"
X Link 2025-12-10T23:25Z 30.1K followers, XXX engagements
"My 2c on Mag X + Broadcom headed into 2026 $META - cheap $NVDA - cheap $AMZN - neutral $MSFT - neutral $AAPL - expensive $GOOG - expensive $TSLA - expensive $AVGO - expensive There's your long/short list boys and girls"
X Link 2025-12-10T23:31Z 30.1K followers, XXX engagements
"The boldest spread trade of 2026 Long OpenAI Complex: $NVDA $SFBTY $ORCL $AMD $MSFT $CRWV Short Google Complex: $GOOG $AVGO $CLS $LITE $TTMI"
X Link 2025-12-10T23:52Z 30.1K followers, XXX engagements
"Imagine comping Nextdoor to Reddit lmfao $NXDR $RDDT"
X Link 2025-12-11T11:11Z 30.1K followers, 1510 engagements
"Steve Jobs daughter btw"
X Link 2025-10-02T00:55Z 30.1K followers, 133.5M engagements
"be Michael Burry born 1971 in San Jose CA age X get eye cancer lose the whole thing rock a glass eye have no depth perception but still play football high school: Santa Teresa ace everything zero friends (for the character arc) 1990s: UCLA econ + pre-med obsessed with stocks start posting value picks on obscure forums become message board mod get noticed by Vanguard and Joel Greenblatt start a fund 1997: Vanderbilt med school MD achievement unlocked Work as a doctor while moonlighting as Dr. Doom on stock forums Stanford residency in neurology gets bored of med quit med career take entire"
X Link 2025-11-27T05:30Z 30.1K followers, 3M engagements
"China tech basically been trading flat for the last X months $BABA $PDD $BIDU $JD $KWEB $BILI etc. unclear whether this continues ripping given China macro isn't doing too well (and stimulus has yet to materialize)"
X Link 2025-11-28T05:33Z 30.1K followers, 1032 engagements
"Hot take #1 $MELI will outperform virtually all the mega caps in 2026. Growing revenue high 20s On XX% EBITDA margins Trading at 15x 2027 EBITDA Setup seems asymmetric"
X Link 2025-11-30T23:31Z 30.1K followers, 4130 engagements
"Analyzing Citrini's XX trades for 2025🧵 (admittedly there's another month to go but I'm impatient)"
X Link 2025-12-01T01:00Z 30.1K followers, 57.5K engagements
"@MartinShkreli Trade 8: Long Counter-Unmanned Tech. Rationale: Electronic warfare evolution. Positioning: Long defense tech basket (eg $PLTR). Profitable Trade yes. Commentary: Defense tech is all the rage"
X Link 2025-12-01T01:23Z 30.1K followers, 4743 engagements
"The one-way bet for the rest of the decade LONG POWER. Independent power producers (eg $NEE $VST $CEG) can charge whatever they want. Hyperscalers are going balls deep to secure future supply (often paying 2/3/4x spot nuclear prices)"
X Link 2025-12-01T23:09Z 30.1K followers, 4333 engagements
"Shitlab strikes again $gtlb"
X Link 2025-12-02T21:30Z 30.1K followers, 3477 engagements
"The $GTLB long thesis vs the gitlab short thesis"
X Link 2025-12-02T23:35Z 30.1K followers, 4531 engagements
"Pack it up guys Maybe shitlab works in 2049 $GTLB"
X Link 2025-12-03T22:50Z 30.1K followers, XXX engagements
"Long. Yields. Are. Far. Too. High. $TLT"
X Link 2025-12-04T01:42Z 30.1K followers, 2068 engagements
"why is this dumb shit going viral"
X Link 2025-12-04T06:32Z 30.1K followers, 14.1K engagements
"The lowest IQ person you know just made millions today"
X Link 2025-12-04T22:20Z 30.1K followers, 50.7K engagements
"Hot take but $adbe in 2026 is $Uber / $goog in 2025. Its time. Max long $adbe. Bookmark it"
X Link 2025-12-05T04:21Z 30.1K followers, 18.8K engagements
"Energy will work in 2026. $COP $CVX are monsters in waiting. Fundamental L/S HFs (like Adage) are already rotating into these factors. Bookmark it"
X Link 2025-12-05T06:05Z 30.1K followers, XXX engagements
"Guess who just picked up $TLT calls for the first time in years. Yeah - George Soros. Wouldn't surprise me if Stan Druckenmiller was also long duration"
X Link 2025-12-06T06:49Z 30.1K followers, 6469 engagements
"It's 1981 Volcker just raised interest rates to XX% You put your entire net worth into XX year bonds You hold these for XX years You retire on a beach You come back in 2011 You sidestepped the dot com bubble and the GFC You just made XXXX% a year risk-free for 30Y"
X Link 2025-12-08T01:06Z 30.1K followers, 226.2K engagements
"Anthropic's CEO Dario Amodei: "AI will wipe out half of all white collar jobs and spike unemployment to 10-20% in the next 1-5 years." He's known for being honest (that's why he left OpenAI). He DGAF and doesn't sugar coat it like @Sama. He knows AI is net negative for growth"
X Link 2025-12-09T01:16Z 30.1K followers, 671.6K engagements
"@StPeteBrando @sama That work goes to consulting firms like Accenture or MBB/big X Which are X% of the GDP/employment they will be destroying via job losses and loss of household spending lol"
X Link 2025-12-09T11:09Z 30.1K followers, 5198 engagements
"Is it wrong if you get fired for getting frisky with a coworker (mutual consent)"
X Link 2025-12-10T02:33Z 30.1K followers, XXX engagements
"@PegasusFund Hilarious bc I know exactly which Fintwit accounts are long each of these $GTLB - @dalibali2 @Wiseman_Cap $MELI - @FromValue @davey_juice $SE - @GabGrowth @SixSigmaCapital $AMZN - @Investor_NICK_ @hoomansv $GOOG - @buccocapital @Citrini7 (I am too chronically online)"
X Link 2025-12-10T02:50Z 30.1K followers, XXX engagements
"Do you think JPM hired Todd just as a favor to Buffett No way this dude gets an exit opp with the horrendous track record he has right Seems like a golden parachute from Jamie Dimon himself"
X Link 2025-12-10T05:39Z 30.1K followers, XXX engagements
"Hot take but $MELI will be the #1 best performing mega cap of 2026"
X Link 2025-12-10T22:40Z 30.1K followers, XXX engagements
"OpenAI complex in full unwind mode $msft down $NVDA down $orcl down $crwv down $amd down"
X Link 2025-12-10T23:03Z 30.1K followers, 2293 engagements
"Your top X stock ideas for 2026"
X Link 2025-12-10T23:11Z 30.1K followers, XXX engagements
"Update: I just got liquidated Fuck $ORCL"
X Link 2025-12-10T23:12Z 30.1K followers, 78.1K engagements