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@buccocapital
"If OpenAI is worth $1T then Google is worth $6T"
X Link @buccocapital 2025-10-30T00:41Z 159.8K followers, 550.2K engagements
"Gemini continues to steal share from OpenAI Google already has X products with over 1B users (Search Android Chrome Drive Photos Play Store YouTube Maps Gmail) They know a thing or two about a thing or two"
X Link @buccocapital 2025-10-20T12:01Z 159.8K followers, 146.8K engagements
"Just sitting here drinking a beer trying to figure out what to do with this $AMZN position I just dont think you cut 30k people into the holidays if youre bullish about demand"
X Link @buccocapital 2025-10-28T00:31Z 159.8K followers, 356.5K engagements
"META bulls trying to post through it but you can hear the tinge of panic in their voice"
X Link @buccocapital 2025-10-30T19:06Z 159.8K followers, 34.6K engagements
"@WaterworldCapi1 lol. Congrats on Twilio"
X Link @buccocapital 2025-10-31T01:54Z 159.8K followers, XXX engagements
"Oh also if AI fundamentally changes how people spend their time on their phone thats existentially bad for META and that probably deserves a bit lower multiple in the eyes of most investors"
X Link @buccocapital 2025-11-01T14:08Z 159.8K followers, 11.8K engagements
"Spending on food away from home continues to accelerate and is now almost XX% of total food expenditure $DASH $TOST and $UBER have been massive beneficiaries I dont see what reverses this trend"
X Link @buccocapital 2025-09-08T00:02Z 159.8K followers, 129.8K engagements
"Interesting article in WSJ about how the secondhand market is providing intense competition for luxury brands Gen Z still loves luxury they are just buying it used Was surprised to see $REAL is a ten-bagger off the lows. Never seen it discussed"
X Link @buccocapital 2025-10-19T19:28Z 159.8K followers, 354.2K engagements
"Just keep dancing. For now"
X Link @buccocapital 2025-10-24T01:09Z 159.8K followers, 38.5K engagements
"$MELI is flat over the last five years while growing revenue XXX% Good example why you dont buy stocks at 23x revenue Probably beats $AMZN from here though"
X Link @buccocapital 2025-10-25T14:53Z 159.8K followers, 137.6K engagements
"I cant believe we are going to cut into this froth. God help you if you dont have a meaningful amount of money in the market. Wealth inequality is going to rip this country apart"
X Link @buccocapital 2025-10-27T00:11Z 159.8K followers, 337K engagements
"Interesting that not a single person out of literally hundreds of comments defending $AMZN will defend AWS long-term. All retail robotics comments and hoping Anthropic accelerates short term but everyone seems to think AWS is cooked long term"
X Link @buccocapital 2025-10-28T01:50Z 159.8K followers, 59.2K engagements
"$GOOGL sing it with me now yall"
X Link @buccocapital 2025-10-29T20:19Z 159.8K followers, 40.9K engagements
"Two names from my watch list "Growth at an Unreasonable Price" report tonight: Cloudflare and Reddit Let's see how they fare. Would love to take a swing at both at a more reasonable price"
X Link @buccocapital 2025-10-30T19:43Z 159.8K followers, 44.3K engagements
"Two things can be true: re: META X. Bulls are probs medium-term right that META has better ROIC on capex v AMZN X. Thats a show-me story and the market looks through a magnifying glass not binoculars Will be a good buying oppty just not right now. OK missing it if Im wrong"
X Link @buccocapital 2025-11-01T14:05Z 159.8K followers, 29.6K engagements
"Interesting potential narrative violation from the Atlassian earnings call Customers using AI coding tools are expanding paid seats on JIRA faster than those who dont"
X Link @buccocapital 2025-11-01T19:05Z 159.8K followers, 186.2K engagements
"Im a sicko and bought a little bit yesterday"
X Link @buccocapital 2025-11-01T19:11Z 159.8K followers, 15.4K engagements
"Sam breaks peoples brains just like Elon Its a thin line between grifter and visionary and creating true believers to harvest their capital requires rhetoric that makes non-believers recoil Elon hates Sam not just b/c he stole his company but his whole his playbook"
X Link @buccocapital 2025-11-01T21:51Z 159.8K followers, 129.8K engagements
"Salesforce announced a layoff of XX% of their workforce today (7.3k). But they increased headcount by 17k employees last year alone. Management in tech let these companies get insanely bloated and now employees are paying the price"
X Link @buccocapital 2023-01-04T13:51Z 159.7K followers, 153.7K engagements
"3 years ago I bought XX T Shirt brands to see which was best. I now feel I can select a winner and loser based on Fit Wear and Price Surprisingly to me Vince Slub Cotton T Shirt won easily. Not at $XX list - wait for $XX on sale The worst was Buck Mason. By a lot"
X Link @buccocapital 2025-05-31T20:20Z 159.7K followers, 291.7K engagements
"More companies are saying that their demand funnel is breaking due to AI impacting search Does this SharkNinja a structural advantage They have a remarkabke ability to: X. Manufacture social virality X. Turn that virality into large durable franchises"
X Link @buccocapital 2025-08-12T00:56Z 159.7K followers, 39.3K engagements
"Yesterday Lutnick went on TV and said the mission is to get onshore chip production from X% to XX% during this admin: Taiwan makes XX% of chips that we put in our phones we put in our cars - they make XX% of our chips they are made 9000 miles away. That doesnt sound good. And by the way its XX miles from mainland China. And the Chinese have said Were going to take Taiwan. Theyre not even shy about it. This is an issue and the objective - my objective and this administrations objective - is to get chip manufacturing significantly onshore. We need to make our own chips. If you cant make your"
X Link @buccocapital 2025-09-28T11:30Z 159.7K followers, 129.3K engagements
"Is it time to buy $TEAM How much worse can it get"
X Link @buccocapital 2025-10-14T15:56Z 159.7K followers, 105.6K engagements
"Just a quick detour to build the gooner bot but we promise to cure cancer next"
X Link @buccocapital 2025-10-14T18:40Z 159.7K followers, 326K engagements
"Ok bought a little $TEAM today. First software buy in a while. I dont think investor sentiment can get worse. Its really bad. But. - CTO from META seems to be grinding these guys. Everyone complaining on Glassdoor about having to work now - Hired gun from SAP to build Enterprise/GTM muscle - Eventually they need stock to work and there so much fat to cut here - Im skeptical AI = fewer devs. And I think it means more software - Trough valuation - Seems like agentic AI will be a great fit here Small position"
X Link @buccocapital 2025-10-15T01:29Z 159.7K followers, 130.8K engagements
"My favorite genre of tweet (saw this a lot today) "X stock dropped. Can't find any news. Bought the dip" What an.odd strategy "I'm in the dark as to why people are selling so I'm a buyer" Good luck to you all"
X Link @buccocapital 2025-10-15T20:16Z 159.7K followers, 25.8K engagements
"Salesforce up X% after hours on a 2030 (lol) guide"
X Link @buccocapital 2025-10-15T21:54Z 159.7K followers, 65.8K engagements
"FinTwit tweeting about buying $FOUR and $MELI as they go down X% every day"
X Link @buccocapital 2025-10-16T12:52Z 159.7K followers, 43.2K engagements
"How it feels buying Beyond Meat and ARKG"
X Link @buccocapital 2025-10-21T11:59Z 159.7K followers, 29.8K engagements
"Rigatoni Computing still up X% on fake news Sitting above the XXXX% Fettuccini Alfredo level which is acting as a floor I rate it a strong buy"
X Link @buccocapital 2025-10-23T12:39Z 159.7K followers, 59.5K engagements
"Just in awe of $GOOGL. XXX was the buy of a lifetime As Uncle Warren says "When it rains gold put out the bucket not the thimble"
X Link @buccocapital 2025-10-24T14:06Z 159.7K followers, 140.7K engagements
"Legit think my Wemby MVP shares on Kalshi are gonna be my investment of the year"
X Link @buccocapital 2025-10-26T23:38Z 159.7K followers, 30.1K engagements
"@BostonDrei @zoomyzoomm Why didn't you mention $XYZ You sure you have your head around the competitive situation here"
X Link @buccocapital 2025-10-29T12:29Z 159.7K followers, XXX engagements
"@GabGrowth @Invesquotes I didn't say that. I just said FOUR shareholders were in danger. And then it went down 5%"
X Link @buccocapital 2025-10-29T13:54Z 159.6K followers, XXX engagements
"You can kind of walk thru that list and see how each company lost their way/has idiosyncratic issues not necessarily AI - UPS has a noose around their neck with the union losing money on consumer parcels - Amazon obviously hired way too many people and also is probably just firing them now to pay for GPUs - Intel needs to get fit. They have been a slug forever and the time is now and so on down the line Swaggy guess is like.15% of this is AI efficiency. It's there but not the driver"
X Link @buccocapital 2025-10-30T13:09Z 159.6K followers, 46K engagements
"@levie I know that screenshots are tempting fate but this has worked out quite well I wont lie"
X Link @buccocapital 2025-10-30T16:30Z 159.6K followers, 2309 engagements
"@chknlvr8455 @DigitalStyle123 Tried to bounce it and got immediately stopped out"
X Link @buccocapital 2025-10-30T17:09Z 159.6K followers, XXX engagements
"@suedetrades Wrong"
X Link @buccocapital 2025-10-31T13:15Z 159.7K followers, 2775 engagements
"A work of art $NOW"
X Link @buccocapital 2025-10-09T19:02Z 159.7K followers, 47.3K engagements
"Me after successfully buying the dip in $MELI on Friday"
X Link @buccocapital 2025-10-21T14:33Z 159.7K followers, 18K engagements
"Fine quarter for $COUR. Will continue to hold - New CEO has a lot of wood to chop bringing the Amazon Way to Coursera but I am happy with the progress he is making. Tightening up the conversion funnel fixing pricing bringing in new leadership. 2-3 year journey here. - Consumer segment revenue is accelerating which was the core thesis as AI drives massive demand for upskilling. You can just hear the higher level of execution here w/ focus on pressing gas when they see higher ROAS esp. w/ funnel now going to durable subscription v single course sign-up - Coursera Plus is now 50%+ of consumer"
X Link @buccocapital 2025-10-24T11:35Z 159.7K followers, 22.4K engagements
"@rev_cap @WaterworldCapi1 I think META is gonna bleed like a stuck pig and AMZN is gonna pump. ROI on capex for META is wait and see AMZN immediately monetizes Will delete if wrong"
X Link @buccocapital 2025-10-31T18:54Z 159.7K followers, 3214 engagements
"What stock are you pounding the table on ahead of earnings Why Free chance to call your shot and take a future victory lap and call every an idiot for not listening to you"
X Link @buccocapital 2025-10-05T15:07Z 159.7K followers, 107K engagements
"Call me crazy but $CRM probably works from here"
X Link @buccocapital 2025-10-17T14:24Z 159.8K followers, 38.1K engagements
"INSANE STAT: $ORCL $NVDA $AMD and $AVGO added $630B to their market value in the first day of trading after their partnership announcements with OpenAI @tylermacro10 said we are in the Press Release Economy. I think it will go in the history books"
X Link @buccocapital 2025-10-22T17:55Z 159.8K followers, 46.8K engagements
"@davey_juice Good question. I think if I owned $NET and $CRWD Id be taking a little off the table. So much execution/valuation risk at these levels. Outstanding businesses though. Would not bet against them"
X Link @buccocapital 2025-10-25T15:38Z 159.8K followers, 7840 engagements
"Cant imagine being a generalist and investing in biotech Who are you fooling Only yourself"
X Link @buccocapital 2025-10-27T12:52Z 159.8K followers, 70.2K engagements
"Chamath is concerned about retail investors*. Isnt that noble of him *-SPCE: -XX% -OPEN: -XX% -CLOV: -XX% - Metromile: Bought by the LemonApes for parts"
X Link @buccocapital 2024-12-29T14:00Z 159.8K followers, 293.1K engagements
"Have found pretty good Deep Research results with this prompt. Good for getting up to speed on a new company. Sharing in case its helpful. You are an equity research analyst. Produce a rigorous source-backed investment memo on Company Ticker with a clear Buy Hold or Sell call. Rules for research and writing 1) Use only verifiable recent sources. Prioritize official filings earnings materials investor presentations regulatory documents reputable industry data and high quality media. Cite every non-obvious fact with a link and date. 2) Separate facts from interpretation. Tag each paragraph as"
X Link @buccocapital 2025-08-03T17:38Z 159.8K followers, 597.6K engagements
"Here is V2 of my company "Initiation Report" Deep Research Prompt. Serious thanks to the community for the feedback. This thing is pretty badass now. _____ I've made several updates: No longer too positive: People rightfully called out that the previous model rated everything a buy. I made several updates. I hardcoded some default investment hurdles (you can change them). But you can see this in action with Shopify which the new prompt rated a hold (previously it was a buy) Entry Points Matter: It now uses the hardcoded investment hurdles to determine the right entry point. Business Quality"
X Link @buccocapital 2025-08-04T16:26Z 159.8K followers, 381.8K engagements
"Fuck it back in Intel at $XXXXX. Trump is obviously gonna manipulate the shit out of this thing"
X Link @buccocapital 2025-08-22T22:01Z 159.8K followers, 1.6M engagements
"Just a reminder for everyone trying to call the top: Larry Page has said internally at Google many times "Im willing to go bankrupt rather than lose this race." Everybody is focused on ROl but the people making the decisions are not -@GavinSBaker on ILTB"
X Link @buccocapital 2025-09-23T00:48Z 159.8K followers, 1.4M engagements
"Everyone should read the OpenAI blog "Converting inbound leads into customers" about how they built an Inbound Sales Assistant using OpenAI "Proof we can build OpenAI on OpenAI" Make no mistake OpenAI is marching up the stack $HUBS $MNDY sold off XX% over two days"
X Link @buccocapital 2025-10-02T17:00Z 159.8K followers, 86.5K engagements
"Im not surprised this has 10k likes but I think its pretty bad advice. And often actively destructive to both company culture and performance. In fact its a pretty employee-hostile chart and an abdication of leadership responsibility. Let me explain The critical assumption underpinning this entire chart is that a single individual contributor or manager can resolve the problem That is very often not the case. And what happens when you create a bring me solutions not problems culture is that people stop bringing you problems That is very bad Theres a great Colin Powell quote about this. I hate"
X Link @buccocapital 2025-10-18T12:05Z 159.8K followers, 547K engagements
"I am looking for the next obvious swing like $GOOGL in May and I don't see it. Market is just so frothy. Sometimes all there is to do is be patient and keep turning over rocks"
X Link @buccocapital 2025-10-19T03:05Z 159.8K followers, 127.6K engagements
"Remember DOGE lol"
X Link @buccocapital 2025-10-23T17:07Z 159.8K followers, 973.7K engagements
"Do I need to spend time researching this Honeywell split or is this a boomer ShitCo value trap"
X Link @buccocapital 2025-10-24T00:04Z 159.8K followers, 59.5K engagements
"China is gonna offer soybeans in exchange for Taiwan and it will probably work"
X Link @buccocapital 2025-10-24T11:21Z 159.8K followers, 117.7K engagements
"$1T in capex for this btw"
X Link @buccocapital 2025-10-24T12:03Z 159.8K followers, 630K engagements
"@RHouseResearch @davey_juice Sure. But go look at what happened to Dropbox and Workday. These were once considered best in class businesses. Not saying the business quality is analogous and those are applications. But still high multiples introduce risk"
X Link @buccocapital 2025-10-25T15:49Z 159.8K followers, 1694 engagements
"Share of US Streaming TV time A picture is worth 1000 words $NFLX $GOOGL Via @TSOH_Investing (a great follow)"
X Link @buccocapital 2025-10-26T14:29Z 159.8K followers, 249.1K engagements
"This was a beautiful article about fatherhood careers addiction and running Well worth reading"
X Link @buccocapital 2025-10-26T18:45Z 159.8K followers, 155K engagements
"Really good. Read the whole paper"
X Link @buccocapital 2025-10-26T22:31Z 159.8K followers, 192.1K engagements
"When you bought the $MELI dip"
X Link @buccocapital 2025-10-27T00:34Z 159.8K followers, 28.7K engagements
"As someone who unfortunately: 1) Owns $AMZN 2) knows Amazon management best practices Its incredibly funny that theyre abusing these people by grinding them to the bone requiring X days in office firing/automating their jobs away All for the stock to go nowhere. Brutal"
X Link @buccocapital 2025-10-27T21:23Z 159.8K followers, 202.5K engagements
"PayPal up XX% after announcing a partnership with OpenAI makes CRM going DOWN on their OpenAI announcement even more disgraceful"
X Link @buccocapital 2025-10-28T12:32Z 159.8K followers, 126.1K engagements
"$AMZN green today The last time that happened the entire internet went down Brace yourself"
X Link @buccocapital 2025-10-28T20:53Z 159.8K followers, 24.3K engagements
"FinTwit seeing $FI puke -XX% after buying the $FOUR "dip" because the CEO is cool and on twitter"
X Link @buccocapital 2025-10-29T11:55Z 159.8K followers, 105.1K engagements
"GOOGL: +64% META: -X% Thanks for playing"
X Link @buccocapital 2025-10-29T21:01Z 159.8K followers, 56.9K engagements
"@amendandpretend Wait. He became a millionaire X years ago That doesnt make any sense"
X Link @buccocapital 2025-10-29T22:10Z 159.8K followers, 18.5K engagements
"Can we talk about how fucking insane it is to be a C-Suite executive at a public company and casually drop that you hit your revenue target for the quarter and THEN a 2027 revenue guide in a fucking TikTik video to some broccoli-haired Zoomer"
X Link @buccocapital 2025-10-30T00:19Z 159.8K followers, 1.5M engagements
"Also he became a millionaire only four years ago How is that possible Fire this guy"
X Link @buccocapital 2025-10-30T01:11Z 159.8K followers, 73.1K engagements
"Literally serving up tendies"
X Link @buccocapital 2025-10-30T13:12Z 159.8K followers, 92K engagements
"@bhalligan I buy XX% at Accenture Microsoft PwC Salesforce"
X Link @buccocapital 2025-10-30T13:13Z 159.8K followers, 4365 engagements
"$MELI +17% in two weeks"
X Link @buccocapital 2025-10-30T14:38Z 159.8K followers, 22.9K engagements
"Excited to buy META in the $500's Only challenge will be having the courage to do it when it gets there"
X Link @buccocapital 2025-10-30T16:58Z 159.8K followers, 149.4K engagements
"Alternative narrative: You dont get to raises prices while decreasing quality forever Eventually you have to meet your maker"
X Link @buccocapital 2025-10-30T17:21Z 159.8K followers, 2.5M engagements
"Amazon still underperforming the index YTD Simple thinking has won in this market for five years so this probably just runs to XXX as people chase"
X Link @buccocapital 2025-10-30T23:21Z 159.8K followers, 42K engagements
"Genuinely surprised you could have bought $AMZN for under $XXX this morning"
X Link @buccocapital 2025-10-31T12:21Z 159.8K followers, 52K engagements
"Getting closer"
X Link @buccocapital 2025-10-31T16:26Z 159.8K followers, 51.4K engagements
"MacKenzie Scott unloading $AMZN into the close"
X Link @buccocapital 2025-10-31T19:56Z 159.8K followers, 42.4K engagements
"I wonder how long some investors will be willing to accept inferior returns investing in Berkshire simply because they made it such a massive part of their personality for decades"
X Link @buccocapital 2025-11-01T15:25Z 159.8K followers, 84.3K engagements
"Sam Altman if you ask him how hell afford $1.4T in spending with only $12B of revenue"
X Link @buccocapital 2025-11-01T17:03Z 159.8K followers, 98.8K engagements
"If the road to AGI continues to be exceptionally capital intensive nobody is better positioned than Alphabet @borrowed_ideas"
X Link @buccocapital 2025-11-01T17:42Z 159.8K followers, 41.2K engagements
"NVIDIAs biggest competitor is Google.I think you could argue they are the leading AI company @GavinSBaker"
X Link @buccocapital 2025-11-02T13:25Z 159.8K followers, 93.7K engagements
"Amazon and Microsoft headcount Increasingly confident we have seen peak Mag X employment"
X Link @buccocapital 2025-11-02T20:16Z 159.8K followers, 98.4K engagements