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@optionsly "I asked some follow up questions and it likes $RELX the most. I kind of like it too"
X Link @optionsly 2025-02-06T20:56Z 2861 followers, 1576 engagements

"Restaurant bubble of late 2024 is incredible. Popped in XX months. Cava sg chipotle jack wendys All down 50%-85%"
X Link @optionsly 2025-10-30T20:38Z 2862 followers, 198K engagements

"Restaurants looks expensive. $sg looks like a great short soon. $3.5b market cap 20x mcap/gross profit X% unit volume growth y/y XX% rev growth (half from store opens half from price) Commodity product Expensive product (recession levered) Fake "Robotics" narrative"
X Link @optionsly 2024-09-04T16:06Z 2860 followers, 1717 engagements

"$via transportation. an interesting SaaS co IPOing. looks about fairly priced from quick inspection pretty unique co tho"
X Link @optionsly 2025-09-03T15:23Z 2860 followers, 2214 engagements

"Quick Q3: YTD: XX% vs QQQ XX% (benchmark) X beta YTD; currently XXX Trimmed most winners; I'm hiding in benchmarks for now. top positions rn is $voo $tsm $smh Looking at some individual holdings that i've posted about: (last X mo) hood: +50% lyft: +40% goog: +37% tsm: +25% docn: +22% hims: +15% snap: -XX% semr: -18%"
X Link @optionsly 2025-10-01T14:14Z 2860 followers, 1710 engagements

"Adds in Q3: $intr X% $reax X% $dgx X% $xlv 3%"
X Link @optionsly 2025-10-01T14:29Z 2860 followers, XXX engagements

"@taobanker first reaction is valuations were insane (and they were for things like sg). still not even that cheap in aggregate no idea about something like $wen; maybe just got carried away with the factor"
X Link @optionsly 2025-10-30T23:09Z 2861 followers, 16K engagements