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@nachunja "$XYZ Alright we are back to pre-S&P500 inclusion price The market is giving us more time to accumulate"
X Link @nachunja 2025-10-10T21:39Z 2664 followers, 2612 engagements

"$XYZ Pick-up Order Processing Fees Neighborhood on @CashApp X% Uber Eats & DoorDash X% Incentives are there"
X Link @nachunja 2025-10-09T15:50Z 2664 followers, 2667 engagements

"Proof #1 $TOST identity Vertical SaaS company with Recurring Revenue deserving of higher valuation multiples $XYZ Square's identity Dongle company for farmers market & coffee shops meanwhile Square Toast in subscription weight 😂 Previous @BlockIR was 🛌😴"
X Link @nachunja 2025-10-13T01:00Z 2665 followers, 3455 engagements

"$XYZ Someone betting $4M that Block will trade $XX post-earnings. I like that person"
X Link @nachunja 2025-10-07T16:42Z 2664 followers, 8246 engagements

"$XYZ XX to X Square has consolidated XX individual feature subscriptions into X bundled subscriptions It's much simpler now and should be accretive to both Sellers and Square. Maybe we can get ARR as a KPI soon"
X Link @nachunja 2025-10-07T14:44Z 2664 followers, 1636 engagements

"$XYZ last month: shit. I'm too long today: fuck. I'm not long enough"
X Link @nachunja 2025-10-09T11:00Z 2664 followers, 1806 engagements

"$XYZ Sellers : But how do I prepare taxes with bitcoin sales @Square : Leave it to me"
X Link @nachunja 2025-10-08T15:56Z 2664 followers, 1583 engagements

"$TOST $FOUR $XYZ $FI I like this measurement better than absolute growth % as a comp. It's undeniable truth that @Square was a perpetual market loser for X straight years. But black-line is about to do a hockey stick"
X Link @nachunja 2025-10-12T22:00Z 2665 followers, 3089 engagements

"$XYZ @jack talking about @blocks from its inception to today. Must listen for Block investors"
X Link @nachunja 2025-10-15T04:54Z 2665 followers, 2746 engagements

"$XYZ Square Feature Updates Combos bundle items for a set price Item Splits split items across multiple checks Scan to Pay pay with QR codes on receipts Available from Oct X prep for Square Releases on Oct 8"
X Link @nachunja 2025-10-01T15:32Z 2659 followers, 2372 engagements

"$XYZ Messages on @CashApp Businesses can message Cash App users directly 👀"
X Link @nachunja 2025-10-09T14:49Z 2664 followers, 3075 engagements

"$XYZ Someone ambitious bought $675k worth of March $XXX calls today I like that person"
X Link @nachunja 2025-10-10T20:37Z 2665 followers, 1925 engagements

"$XYZ New Square Feature "Order Guide" AI procurement tool that helps restaurants bring all their vendor data into one place Compare offerings track trends and spot gaps across suppliers Menus can be uploaded and auto-converted into complete ingredient lists"
X Link @nachunja 2025-10-15T04:18Z 2665 followers, 1659 engagements

"$XYZ Many will have no idea how big these updates are. It's game changing for both @Square and the entire industry"
X Link @nachunja 2025-10-08T14:44Z 2663 followers, 2679 engagements

"$XYZ Latest Analyst PT"
X Link @nachunja 2025-10-09T21:04Z 2665 followers, 2000 engagements

"$XYZ You can ORDER DIRECTLY from @CashApp 60M MAU isn't a dream (57M today)"
X Link @nachunja 2025-10-08T16:02Z 2665 followers, 2580 engagements

"$XYZ "Square AI puts us on par with billion dollar brands" Owner of XX store drink shop"
X Link @nachunja 2025-10-08T20:19Z 2664 followers, 1754 engagements

"$XYZ If it happens Cash App inflows will explode"
X Link @nachunja 2025-10-02T21:26Z 2664 followers, 2893 engagements

"$XYZ To celebrate X year anniversary of the infamous "Sarah - Global Comms Lead" "working"-from-her-Peloton I fixed the marketing message. Much better"
X Link @nachunja 2025-10-02T15:00Z 2664 followers, 2643 engagements

"$XYZ SQUARE x CASH APP Neighborhoods on @CashApp"
X Link @nachunja 2025-10-08T16:04Z 2664 followers, 6436 engagements

"$XYZ Square uses AI to build Square AI Sellers asks questions to Square AI Square uses AI to analyze 200000 Seller questions Square uses AI to make new AI features Sellers asks 1000000 questions to Square AI . AI flywheel"
X Link @nachunja 2025-10-08T15:12Z 2664 followers, 1349 engagements

"$XYZ XXX% of @Square Sellers want more sales reality is most of them dgaf about bitcoin (yet) this simple optionality addresses both. Win-Win"
X Link @nachunja 2025-10-08T15:39Z 2663 followers, 11.1K engagements

"$XYZ Bloomberg article Jack Dorseys Block Targets Card Network Fees in Latest Push Jack Dorseys Block Inc. is making a renewed push to get more merchants using its payments network which it casts as a less expensive alternative to credit-card behemoths Visa Inc. and Mastercard Inc. Block is helping local businesses offer their own branded rewards programs which consumers manage through the companys Cash App. Its now looking to incentivize shoppers to pay directly with their stored balances on the app to sidestep card networks while collecting rewards. The financial technology firm is offering"
X Link @nachunja 2025-10-10T21:48Z 2665 followers, 3653 engagements

"Square: "We're back to building" Okay then what were you doing before 😅"
X Link @nachunja 2025-10-08T20:29Z 2664 followers, 7720 engagements

"Paraphrasing $XYZ's board member @sc 🎵 I'm not a credit card I'm a credit card"
X Link @nachunja 2025-10-14T14:57Z 2665 followers, 1297 engagements

"$XYZ link to the Square Releases livestream"
X Link @nachunja 2025-10-08T20:02Z 2664 followers, 1324 engagements

"$XYZ Jacktoshi was serious when he said "we're back on offense" Square is on offense winning marketshare"
X Link @nachunja 2025-10-09T01:47Z 2663 followers, 3759 engagements

"@ProGamingCircui @protomining because J/TH is just one of many factors miners care about"
X Link @nachunja 2025-10-06T15:07Z 2660 followers, XXX engagements

"$XYZ @jack talking about @Square AI"
X Link @nachunja 2025-10-15T17:00Z 2665 followers, 1623 engagements

"$XYZ One of my strong belief is that Block's multiple will catch up to its peers. Doubling P/GP would take stock to $XXX but still have a reasonable multiple. Lot of upside potential. But growth and only growth will enable that. (table from @bobspaysubstack)"
X Link @nachunja 2025-10-16T00:00Z 2665 followers, 2374 engagements

"@owenbjennings same for Google Play Store $XYZ"
X Link @nachunja 2025-10-16T14:49Z 2665 followers, XXX engagements

"my broker won't let me sell additional $XYZ puts as I hit my account limit. So doing the next best thing - selling $PYPL puts to buy $XYZ calls"
X Link @nachunja 2025-10-13T17:01Z 2664 followers, 1692 engagements

"$XYZ This is way better than the old fashioned giant check hand-off gesture"
X Link @nachunja 2025-10-11T19:01Z 2661 followers, 1663 engagements

"$XYZ There will be merchants that sign up with @Square solely for this function There will be consumers that seek @square merchants solely for this function Numbers may not be material but it will be incremental"
X Link @nachunja 2025-10-15T23:48Z 2665 followers, 1904 engagements

"$KLAR might look like a leader in BNPL but take a look at my linked post. It's empty calories. $AFRM is the king of BNPL. $XYZ Afterpay is currently lagging its peers but Cash App integration should help its growth in the near future"
X Link @nachunja 2025-09-30T13:00Z 2665 followers, 4837 engagements

"$XYZ @Square's Bitcoin Wallet"
X Link @nachunja 2025-10-08T15:41Z 2660 followers, 1718 engagements

"This week's Fintech performance. $PYPL: -XXX% $FOUR: -XXX% $MQ: -XXX% $XYZ: -XXX% $TOST: -XXX% $DAVE: -XXX% $AFRM: -XXX% $CHYM: -XXX% $SEZL: -XXX% $KLAR: -10.3%"
X Link @nachunja 2025-10-11T16:44Z 2664 followers, XXX engagements

"$XYZ Oh okay Neighborhood on @CashApp will have delivery"
X Link @nachunja 2025-10-10T23:34Z 2664 followers, 1296 engagements

"$XYZ Q4 @Square Expected Features Afterpay for bookings Appointments Apple Business Connect integration Online Better track offline payments POS Payments Bitcoin Payments Payments Converge sales tax settings for all regions Reports Daily tip payouts Staff Faster debit card activation Banking Import outside loyalty programs Loyalty Improved credit card disputes Banking Improved personalization for Square AI Account Inventory transfer order improvements Items Inventory Local modifiers Franchises Location Groups Dashboard app Location-specific modifier sets Franchises Offline payments for all"
X Link @nachunja 2025-10-07T19:22Z 2664 followers, 2807 engagements

"$XYZ Another @Square win XX location bakery in UK"
X Link @nachunja 2025-10-16T13:18Z 2665 followers, XXX engagements

"$XYZ @jack on his "favorite mistake" Notable for me is how Visa could've killed @Square with a single "no" in its early days. I can understand why @jack has an allergic reaction to permissioned networks. Also this is the most lively version of jack I've seen"
X Link @nachunja 2025-10-15T20:00Z 2665 followers, 1632 engagements

"$XYZ employee comment on Grubhub partnership"
X Link @nachunja 2025-10-16T12:00Z 2665 followers, 1610 engagements

"$XYZ National Bank of Czech Republic bought 139581 shares of XYZ in Q3 (new position)"
X Link @nachunja 2025-10-09T21:28Z 2664 followers, 1194 engagements

"$MQ is -XX% over XX days from its beat & raise post-earnings high. Relentless selling. TPV is growing at impressive XX% yoy. Why though Does the market view MQ as a stablecoin loser"
X Link @nachunja 2025-10-01T20:10Z 2660 followers, 1634 engagements

"$XYZ the market REALLY does not like Block. it's mind blowing 🤯 to me that short interest continues to go UP despite the company gets included in the S&P XXX beat & raise growth accelerating and $1.5B left in buyback. there's a disconnect between the institutional investors and the company outlook. perhaps @BlockIR should expand its team. please prove the doubters wrong @owenbjennings @jack @emcross23"
X Link @nachunja 2025-10-01T20:36Z 2664 followers, 4419 engagements

"$XYZ Interesting customer you got there. Nash is probably Neighboorhood on @CashApp's solution for delivery"
X Link @nachunja 2025-10-12T13:00Z 2664 followers, 1598 engagements

"@owenbjennings by the way note that App names are different in Play Store vs. App Store. ": Mobile Banking" is missing for Play Store"
X Link @nachunja 2025-10-16T14:51Z 2665 followers, XX engagements

"@PhilipErik125 Yes but $XYZ way better risk reward"
X Link @nachunja 2025-10-11T17:29Z 2664 followers, XXX engagements

"$XYZ Q4 has started. Make or break quarter for Block and its stock"
X Link @nachunja 2025-10-05T17:12Z 2664 followers, 1843 engagements

"$XYZ Analyst PT Morgan Stanley HOLD; PT $XX Jefferies BUY; PT $90"
X Link @nachunja 2025-10-04T23:14Z 2658 followers, 1576 engagements

"$XYZ XX% cash back for every order on Neighborhood on @CashApp XX% cash back. Incentives are there. 👀👀👀"
X Link @nachunja 2025-10-10T01:42Z 2659 followers, 3107 engagements

"@SixSigmaCapital $SRTA Your medical background could be an edge as well"
X Link @nachunja 2025-10-09T13:23Z 2665 followers, 1791 engagements

"$XYZ $FOUR $TOST $AFRM $FI as a group got nuked. Can't find out why. Prob good time to buy"
X Link @nachunja 2025-09-22T15:30Z 2665 followers, 2761 engagements

"@Supengcheng Fyi $xyz already has a buyback program"
X Link @nachunja 2025-10-14T18:24Z 2664 followers, XXX engagements

"$XYZ Identity One of the biggest fatal mistakes by the previous @BlockIR Head was voluntarily surrendering the chance to build a narrative. Failing to build an identity of @blocks. Slept on the wheels for X years. We all know the tagline: Block builds technology for economic empowerment. But ask any investor. What is Block really Is it a lender Is it a payments company Is it a crypto company Is it a growth company Is it a value company Depending on which bucket investors place you in your valuation multiple changes drastically. Look at Tesla. Every institutional investor calls it a car"
X Link @nachunja 2025-10-12T01:11Z 2665 followers, 5231 engagements

"$XYZ Doge-fathers company has same amount of bitcoin as Satoshis company Unacceptable"
X Link @nachunja 2025-10-07T22:32Z 2664 followers, 2415 engagements

"🔸Only covered by X sell-side analyst. Still under the radar"
X Link @nachunja 2025-10-15T15:59Z 2665 followers, XXX engagements

"$XYZ Boomers spenders of today Gen Z spenders of tomorrow XX% of Cash App users are Gen Z"
X Link @nachunja 2025-10-05T19:47Z 2663 followers, 2360 engagements

"$XYZ Someone bought $250k worth of $XX Jan 2027 calls He must be bullish on future outlook"
X Link @nachunja 2025-10-13T19:16Z 2665 followers, 2412 engagements

"$TOST $XYZ Toast lowering prices on on its software offering. Square getting its shit together is a big headwind for Toast"
X Link @nachunja 2025-09-22T15:39Z 2665 followers, 6341 engagements

"🔸It looks expensive now but wont be in a few years. The inflection will come as they convert 1000+ R&D customers into production customers. Its painstakingly difficult to become a supplier to companies like John Deere and Komatsu. But once you are in then you are in. They cant be swapped out barring a major disaster. R&D volume and Production volume will differ by 100x. Its revenue will be very sticky. Its industry has a secular tailwind"
X Link @nachunja 2025-10-15T15:59Z 2665 followers, XXX engagements

"$XYZ Someone betting $11M that Block trades above $60$75 post-earnings 😤"
X Link @nachunja 2025-10-08T19:06Z 2658 followers, 3166 engagements

"$CHYM's Series G was at $25B valuation. Now at $7.3B. They go through hell to finally IPO then gets punished by public markets. Cash App $XYZ and Venmo $PYPL breathing down its neck stablecoins threats their payment business direct deposit is threatened in a gig economy reliance on 3rd party banks for infrastructure macro overhang stronger by the day etc. Where's the bottom for Chime and how will it find growth once it laps the boost it got from short term lending"
X Link @nachunja 2025-10-11T16:58Z 2665 followers, 2004 engagements

"$XYZ Square Releases (Wed 4pm EST) Speakers. I could listen to each of them for an hour. X hour for the entire event is too short 🥲"
X Link @nachunja 2025-10-08T03:50Z 2664 followers, 2397 engagements

"@ruth_capital $XYZ 👀👀"
X Link @nachunja 2025-10-06T12:21Z 2664 followers, XXX engagements

"$XYZ Gross Payment Volume It might look like Toast and Shift4 may catch up to Square. The gap will narrow but I bet they never fully catch up. Not because they won't grow but because Square will accelerate its growth. $FI $TOST $FOUR"
X Link @nachunja 2025-09-15T23:00Z 2665 followers, 3130 engagements

"$XYZ btw Neighborhood on @CashApp is a historic effort. Success isnt guaranteed but I like its chances"
X Link @nachunja 2025-10-10T23:45Z 2664 followers, 1552 engagements

"$XYZ Employee reply + @jack confirmation fair"
X Link @nachunja 2025-10-09T04:18Z 2664 followers, 3889 engagements

"@ZaStocks Subbed. Will do an annual paid sub the day you cover $XYZ again"
X Link @nachunja 2025-10-05T23:43Z 2664 followers, 2689 engagements

"$XYZ 1st Square Releases (May) Bitcoin at new ATH 2nd Square Releases (Oct) Bitcoin at new ATH"
X Link @nachunja 2025-10-08T14:19Z 2664 followers, XXX engagements

"How $TOST IR team imposed their will on the market $FOUR CEO I feel like at times if we were simply known as the $TOST of hotels and stadiums we'd probably be more appropriately valued IR teams play an important role in narrative and valuation"
X Link @nachunja 2025-10-16T14:52Z 2665 followers, XXX engagements

"$XYZ x GRUBHUB Partnership Block and Grubhub announced a partnership integrating Squares POS with Grubhub and adding Cash App Pay simplifying restaurant operations and expanding reach to millions of new customers. The integration lets restaurants manage all Grubhub orders menus and inventory directly through Square POS streamlining workflows reducing errors and improving cash flow with Instant Payouts. Cash App Pay on Grubhub provides diners with more payment flexibility exclusive offers and a seamless checkout experience demonstrating Blocks ecosystem strength in connecting sellers and"
X Link @nachunja 2025-10-14T14:19Z 2665 followers, 3704 engagements

"$XYZ Neighborhoods on Cash App Official launch of Cash App Local Connecting 4M Square Sellers with 57M Cash App users"
X Link @nachunja 2025-10-08T13:25Z 2664 followers, 2965 engagements

"$XYZ Bancorp x Cash App (Employer Payroll cards) Marqeta was the primary issuing processor for Cash App's debit card since launch. Now Cash App is expanding its issuing provider with Bancorp. Why Could be just to reduce depenency on a single provider and to optimize cost. It could be Cash App seeking to work with a larger bank & issuer for compliance and product offerings. It could also be Cash App could be preparing for Employer Payroll cards. A Cash App branded card that employers give workers instead of paper checks or direct deposit to a bank. Given Bancorp is the largest prepaid card"
X Link @nachunja 2025-09-10T21:59Z 2659 followers, 1641 engagements

"$XYZ How Square Can 10x I have a few questions: Why is MS Office available in XXX countries but Square only in X Both are just software arent they Why can a street vendor in Senegal watch YouTube on his phone but can't use Square Same phones right At my farmers market in Toronto vendors were taking payments via the Square appjust their phone no hardware. Why cant a dairy vendor in Kyrgyzstan do the same with the same phone Why cant they What if they could The Simple Answer MS Office & YouTube run on internet rails global permissionless. Square runs on money rails local permissioned. That"
X Link @nachunja 2025-08-17T23:00Z 2663 followers, 35.5K engagements

"Thousands of $XYZ employees will be multi-millionaires deca-millionaires and some centi-millionaires once stock hits $200+. I plan on getting rich with them"
X Link @nachunja 2025-10-14T21:19Z 2665 followers, 7297 engagements

"$XYZ If XX% of your hardware supply comes from Bitmain youre not a company youre a Bitmain derivative. Bitcoin mining company executives have a fiduciary duty to reduce supplier risk. Buying @protomining isn't discretionary. It's quasi-mandatory"
X Link @nachunja 2025-10-06T14:00Z 2664 followers, 2963 engagements

"$XYZ Internal company incentives are finally aligned. Before Cash App lead and Square lead used to yell and fight for company resources and their own P&L. Now Cash App's success helps Square success. Square's success helps Cash App's success"
X Link @nachunja 2025-10-08T16:08Z 2664 followers, 1926 engagements

"$XYZ This time it was me"
X Link @nachunja 2025-10-13T19:16Z 2665 followers, 1106 engagements