[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@gekkoadvisors
"@buccocapital $GOOGL is market froth. They got a lucky break with DOJ case. AI went crazy. If you call that process I want your other longs bc I need shorts"
X Link @gekkoadvisors 2025-10-19T13:29Z 1397 followers, 1262 engagements
"@AretardInvestor @DimitryNakhla $TDG is a fantastic IRR without future deals you just don't know much about the company to use trailing FCF yields"
X Link @gekkoadvisors 2025-10-19T13:40Z 1397 followers, XXX engagements
"@AKWilk Great analysis. $TDG is cheap here. Mgmt historically has purchased shares at XX% IRR (5yr) and they have been buyers here"
X Link @gekkoadvisors 2025-10-19T13:43Z 1397 followers, XXX engagements
"@moninvestor When half of GDP growth is AI related it is a bubble"
X Link @gekkoadvisors 2025-10-19T14:23Z 1397 followers, XX engagements
"@marc_slans @At50w50882 I'll put $CP against it. I like the waste space but entry multiple too high here. Like $SHW"
X Link @gekkoadvisors 2025-08-16T20:39Z 1397 followers, XXX engagements
"@QualityInvest5 In fact I would argue that ChatGPT paid subs growth flat lining means it is SOONER than LATER ads are coming. How the fuck else are they going to pay for all this build out Short $GOOGL"
X Link @gekkoadvisors 2025-10-17T21:37Z 1401 followers, XX engagements
"@ChrisIn0K @JunkWaxHeroes You know @TomCampbell_MBT Was that the LCS reference I think"
X Link @gekkoadvisors 2025-10-20T01:49Z 1397 followers, X engagements
"@buccocapital We'll see how brave you are when Open AI announces ads on ChatGPT . . . . Chris Hohn has been exiting $GOOGL since last year and you are calling it "obvious in May" I think I know the clown car in this dialogue Thanks for playing"
X Link @gekkoadvisors 2025-10-19T13:52Z 1402 followers, XXX engagements
"@rev_cap You think Gemini will be ad free forever They will all be ad supported"
X Link @gekkoadvisors 2025-10-20T21:29Z 1395 followers, XXX engagements
"@At50w50882 @mply_cap $TDG vs $HEI valuation gap is a joke $TDG vs $WWD is criminal"
X Link @gekkoadvisors 2025-09-27T14:42Z 1394 followers, XXX engagements
"@zippytop71 $TDG they gonna beat FY26 with Simmonds deal now included"
X Link @gekkoadvisors 2025-10-08T18:45Z 1394 followers, XXX engagements
"@zippytop71 @evrgn11112231 @PythiaR $TDG superior quality business to $GE hands down plus better capital allocation"
X Link @gekkoadvisors 2025-10-08T18:58Z 1394 followers, XXX engagements
"@zippytop71 X - Engines are a bubble right now X - 90-95% of TDG aftermarket is NON DISCRETIONARY (you can't fly planes with their stuff) X - Did $1B deals in FY25 X - Don't need deals for great IRR here X - $TDG and $HEI top two models in aero AM + best capital allocators"
X Link @gekkoadvisors 2025-10-08T19:37Z 1394 followers, XXX engagements
"@LlamaBravo @mply_cap @DimitryNakhla $TDG does not squeeze on pricing - their price increases are inline with peers"
X Link @gekkoadvisors 2025-10-15T20:09Z 1394 followers, XXX engagements
"@PythiaR @viggy_krishnan $TDG is not the problem with DOD - they deliver on time"
X Link @gekkoadvisors 2025-10-15T21:37Z 1394 followers, XXX engagements
"@evrgn11112231 The market is just being very silly here $TDG is better business with better capital allocation"
X Link @gekkoadvisors 2025-10-19T13:42Z 1394 followers, XXX engagements
"@rev_cap This is one of Google's biggest verticals (adult). OpenAI will be coming to digital ads soon as well"
X Link @gekkoadvisors 2025-10-19T14:09Z 1394 followers, XX engagements
"@buccocapital And what do you think OpenAI is going to do genius And what does that mean for Google"
X Link @gekkoadvisors 2025-10-20T16:46Z 1397 followers, XX engagements
"@capital_bro @rev_cap Virtually all the fcf is search"
X Link @gekkoadvisors 2025-10-20T23:41Z 1395 followers, XX engagements