@1991Wolfpack Jeff Wright

Jeff Wright posts on X about $hood, ai, super bowl, $crwd the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

• [--] Week [-------] +51%
• [--] Month [-------] -2.90%
• [--] Months [---------] +65%
• [--] Year [---------] -50%

Mentions: [--] #

• [--] Week [---] -4.20%
• [--] Month [---] +107%
• [--] Months [-----] +138%
• [--] Year [-----] -33%

Followers: [-----] #

• [--] Week [-----] +0.45%
• [--] Month [-----] +3.10%
• [--] Months [-----] +7.90%
• [--] Year [-----] +21%

CreatorRank: [-------] #

Social Influence

Social category influence stocks 29.93% finance 21.17% technology brands 13.87% countries 10.22% cryptocurrencies 5.11% celebrities 2.92% travel destinations 1.46% currencies 1.46% gaming 0.73% nfl 0.73%

Social topic influence $hood #680, ai 5.11%, super bowl 4.38%, $crwd #43, kansas state #98, $crm 3.65%, $msft 2.92%, in the 2.92%, $panw #50, $nbis 2.92%

Top accounts mentioned or mentioned by @optionsmike @jmcsms @mrderivatives @jonrothstein @osint613 @elonmusk @johnkonrad @nook898989 @deitaone @driverhawk @real_harmon @stocksavvyshay @kobeissiletter @geigercapital @sentdefender @earningshubhq @petethamel @billackman @braybrewington @rossmartinnc

Top assets mentioned Robinhood Markets, Inc. (HOOD) Crowdstrike Holdings Inc (CRWD) Salesforce Inc (CRM) Microsoft Corp. (MSFT) Palo Alto Networks Inc (PANW) Nebius Group N.V. Class A Ordinary Shares (NBIS) Micron Technology, Inc. (MU) Sandisk Corporation (SNDK) Amazon.com, Inc. (AMZN) Palantir Technologies Inc. (PLTR) iShares BTC Trust (IBIT) PepsiCo, Inc. (PEP) Bitcoin (BTC) Oracle Corporation (ORCL) Alphabet Inc Class A (GOOGL) Metadium (META) Chipotle Mexican Grill, Inc. (CMG) BITMINE IMMERSION TECH (BMNR) Now Coin (NOW) Hims & Hers Health, Inc. (HIMS) Cloudflare, Inc. (NET) Spotify Technology (SPOT) Western Digital Corp (WDC) Stacks (STX) Coca-Cola Co (KO) Affirm Holdings, Inc. (AFRM) The Official [--] coin (76) Merck & Co., Inc. (MRK) PayPal Holdings Inc (PYPL) eBay Inc (EBAY) Advanced Micro Devices (AMD) Silicon Laboratories Inc (SLAB) United Airlines Holdings, Inc. (UAL) Delta Air Lines, Inc. (DAL) Teradyne, Inc. (TER) Texas Instruments (TXN) American Airlines Group Inc (AAL) Alaska Air Group, Inc. (ALK) Web3War (FPS) Ciena Corporation (CIEN)

Top Social Posts

Top posts by engagements in the last [--] hours

"@OptionsMike Always liked $PEP over $KO but now with wider adoption of GLPs & more stringent requirements on EBT benefits I do not like soda or junk food manufacturers. No position for me"
X Link 2026-01-31T15:29Z [----] followers, [--] engagements

"@gghamari Iran is on verge of complete economic collapse. But when it comes to currency devaluation it can always get worse"
X Link 2026-02-01T14:22Z [----] followers, [---] engagements

"Love to watch big wave surfing in Nazar Portugal. Giant Nazar wave knocks down surfer Lucas Chumbo Chianca but a quick rescue operation pulls him to safety. https://t.co/GOtLi64KuO Giant Nazar wave knocks down surfer Lucas Chumbo Chianca but a quick rescue operation pulls him to safety. https://t.co/GOtLi64KuO"
X Link 2026-02-01T18:14Z [----] followers, [---] engagements

"@RolandGunnTN I prefer Krispy Kreme over Dunkin Donuts but actually dont go to either much anymore"
X Link 2026-02-01T20:03Z [----] followers, [---] engagements

"@StockSavvyShay $HOOD pullback likely continues until bitcoin finds some real stability. RobinHood needs to launch Short Selling trading and continue to expand other product offerings. $HOOD reminds me of what E*Trade was like [--] years ago innovative and attractive to younger investors"
X Link 2026-02-02T13:22Z [----] followers, [----] engagements

"@KobeissiLetter Good news is the companies mentioned above $AMZN $GOOGL $META $MSFT are not considered meaningful credit risks. Bad news is $ORCL does carry a large debt load. Yet even in $ORCL credit default swaps price lower today. What could possibly go wrong"
X Link 2026-02-02T20:39Z [----] followers, [---] engagements

"$PLTR with a solid beat & raise. EPS $0.25 vs $0.23 Est. Rev $1.41B vs $1.328B Est. Guidance Q126 Rev $1.53B-$1.54B vs $1.33B Est. FY26 Rev $7.182-$7.2B vs $6.27B Est"
X Link 2026-02-02T21:11Z [----] followers, [---] engagements

"Good Morning. $CRM pt cut $280 from $315 @ Piper $AFRM u/g Overweight @ MS pt cut $76 from $83 $MRK EPS inline Rev beat & guidance down $PEP EPS & Rev beat guidance inline & Div increase $GOOGL Waymo raises $16B at $126B valuation. Also remember $GOOGL owns about 7% of SpaceX. https://twitter.com/i/web/status/2018654075668038043 https://twitter.com/i/web/status/2018654075668038043"
X Link 2026-02-03T11:53Z [----] followers, [---] engagements

"@Mr_Derivatives Wow. I forgot $PYPL spinoff from $EBAY price was $30. Decent odds PayPal will complete an [--] year round trip"
X Link 2026-02-03T14:17Z [----] followers, [---] engagements

"@KobeissiLetter $CMG and its fall is not that complicated. Portion control whether it's Chicken Steak Cheese is out of control. I honestly don't think consumers would have much pushback with an $.50 burrito or bowl price increase if portions returned to previous size expectations"
X Link 2026-02-03T22:10Z [----] followers, [----] engagements

"$CMG decline in traffic and flat SSS for [----] is not difficult to analyze. The average burrito/bowl is not perceived as a good value by consumers. Smaller portions & tight control over protein & cheese has led to sliding customer service at many locations. Chipotle could raise prices $0.50 & put a smile behind the counter give folks a little more. Time will tell. https://twitter.com/i/web/status/2018853421348987251 https://twitter.com/i/web/status/2018853421348987251"
X Link 2026-02-04T01:05Z [----] followers, [---] engagements

"@NickCaminoWKYC @JonRothstein Miami Ohio is inline for a large bid if they lose in MAC Tournament"
X Link 2026-02-04T04:55Z [----] followers, [---] engagements

"Good Morning. $AMD pt raised $280 from $260 @ BofA $TER pt raised $325 from $280 @ Stifel $TXN buying $SLAB for $231/share cash $AAL pilots union is considering vote of no confidence in $AAL CEO Robert Isom & executive team. Not surprised they suck & now #4 major airline behind $UAL $DAL $ALK. https://twitter.com/i/web/status/2019028391328964934 https://twitter.com/i/web/status/2019028391328964934"
X Link 2026-02-04T12:40Z [----] followers, [---] engagements

"@Geiger_Capital Interesting IPO tomorrow. $FPS Forgent Energy Solutions builds out electrical and grid solutions for data centers"
X Link 2026-02-04T23:54Z [----] followers, [----] engagements

"Good Morning. BTC below $70k & pain continues for anything Bitcoin related & lack of liquidity spreading to momentum equities. Challenger: US employers announced [------] job cuts in January up 118% YoY & highest January total since [----]. $B reports EPS & Rev beats along with record cashflow $CIEN to join S&P [---] https://twitter.com/i/web/status/2019391271597420656 https://twitter.com/i/web/status/2019391271597420656"
X Link 2026-02-05T12:42Z [----] followers, [---] engagements

"@wallstengine A little surprised Hellman would have any interest in any SaaS company at the present time. Nothing wrong with $BILL decent cashflow & show growth. Would I want to float the cash to acquire Maybe last quarter but not right now"
X Link 2026-02-06T23:07Z [----] followers, [---] engagements

"@Peacemaker7824 @fundstrat Listened to Tom Lee call into CNBC this afternoon. Lee sounded like shit and his answers didnt instill confidence regarding $BMNR & Etherium"
X Link 2026-02-07T00:30Z [----] followers, [--] engagements

"@thehoffather Hard to fault Boeing. Washington State is a difficult state for business and affordability for employees even engineers is a problem"
X Link 2026-02-07T01:07Z [----] followers, [--] engagements

"Shaun White talking about wait for it wait for it Shaun White. His travels his brand his friends. Not much about the other sports or countries in parade of nations from Shaun. Any country that has snow Shaun has been there. Dude is insufferable @ #OpeningCeremony"
X Link 2026-02-07T02:27Z [----] followers, [----] engagements

"Brad Gerstner of Altimeter on SaaS meltdown Brad Gerstner (@altcap) joined CNBCs Halftime Report with Scott Wapner (@ScottWapnerCNBC) to address the software selloff. In a moment of exponential change investors say fog of war and put application software in the too hard bucket not because theyre missing https://t.co/Lj479pJK3V Brad Gerstner (@altcap) joined CNBCs Halftime Report with Scott Wapner (@ScottWapnerCNBC) to address the software selloff. In a moment of exponential change investors say fog of war and put application software in the too hard bucket not because theyre missing"
X Link 2026-02-07T12:41Z [----] followers, [---] engagements

"@JonRothstein Game I am watching is VaTech at NC State"
X Link 2026-02-07T12:46Z [----] followers, [----] engagements

"@OliLondonTV Amber Glenn should listen to A lot of People go figure skate and stay out of politics"
X Link 2026-02-07T12:54Z [----] followers, [---] engagements

"The SaaS sell off is way overdone due to AI uncertainty. There will be old/stale software companies which will be rerated much lower and also one trick pony SaaS companies but public & private which fade away but the large scale platforms $MSFT $CRM $ORCL $NOW will adapt innovate & acquire during this paradigm shift. https://twitter.com/i/web/status/2020128405799272894 https://twitter.com/i/web/status/2020128405799272894"
X Link 2026-02-07T13:31Z [----] followers, [----] engagements

"@joewallin I left WA State in [----] and moved residency to North Carolina due to rising taxes insane politics and entire state beholden to King County edicts"
X Link 2026-02-07T13:36Z [----] followers, [---] engagements

"@sentdefender Most people will understand operational assignments come before a Super Bowl LX flyover that lasts 5-7 seconds"
X Link 2026-02-07T13:50Z [----] followers, 29.4K engagements

"@JohnRLottJr North Carolina redistricting should have gone further & combined Dem districts #2 & #4 into one district & shifted boundaries in [--] [--] [--] & [--] to add an additional likely Republican seat after [----] election. Democrats play hardball in redistricting & Republicans play catchup"
X Link 2026-02-07T14:38Z [----] followers, [---] engagements

"@duckman1717 Agree with your premise but don't believe $CRM should be on the dinosaur legacy software list. The rest will most likely just become old tech value plays with low multiples relying on legacy software stacks but generating good free cash flow. I would also add $INTU"
X Link 2026-02-07T14:47Z [----] followers, [---] engagements

"@dalton1527 @sentdefender President Trump is not attending the Super Bowl this year"
X Link 2026-02-07T15:43Z [----] followers, [---] engagements

"Antifa crashes the Winter Olympics in Milan WATCH: Reporter screams in pain as anti-Olympics protesters fire fireworks directly at media in Milan Italy https://t.co/isd31WjadY WATCH: Reporter screams in pain as anti-Olympics protesters fire fireworks directly at media in Milan Italy https://t.co/isd31WjadY"
X Link 2026-02-08T03:12Z [----] followers, [---] engagements

"Sorry to see Lindsey Vonn injured in crash and her Olympic journey ends. U.S. ski star Lindsey Vonn was injured in a crash during the Winter Olympics and was airlifted by helicopter to a medical facility. https://t.co/g4KrageW1q U.S. ski star Lindsey Vonn was injured in a crash during the Winter Olympics and was airlifted by helicopter to a medical facility. https://t.co/g4KrageW1q"
X Link 2026-02-08T12:51Z [----] followers, [----] engagements

"@Osint613 Very sorry to see Lindsey Vonn crash in the downhill and further injure her ACL. Really hope she recovers and gets the treatment she needs. Lindsey will always be one of my all time favorite athletes"
X Link 2026-02-08T12:54Z [----] followers, [----] engagements

"@ultras_antifaa Italy is shining on the world stage hosting a Winter Olympics only to have thousands of anarchists & Antifa members decide to crash the games with violent unrest. PM Meloni likely gets control of situation and quells the unrest very quickly. US better be prepared for World Cup"
X Link 2026-02-08T13:51Z [----] followers, [---] engagements

"The SaaS-Apocalypse an engaging narrative is way overblown. Megacap software: $MSFT $CRM $NOW & cybersecurity $CRWD & $PANW are adapting to AI reality not standing idlily by waiting for AI to underdeliver. Smaller software: $BRZE $HUBS $ESTC $PATH $AAPN need to find partners or solutions now. https://twitter.com/i/web/status/2020499377253384616 https://twitter.com/i/web/status/2020499377253384616"
X Link 2026-02-08T14:06Z [----] followers, [---] engagements

"It's not complicated every member of the US Olympic team plays for the name on the front before even thinking about a name or number on the back of their jersey or individual name a judges table. If that is a problem for any of them then leave and go elsewhere. This lesson needs to be taught to all of team USA in the Olympics again. https://t.co/dMTpfaKKYb This lesson needs to be taught to all of team USA in the Olympics again. https://t.co/dMTpfaKKYb"
X Link 2026-02-08T14:10Z [----] followers, [---] engagements

"@ScottJenningsKY Republicans would be overwhelmingly lucky if Democrats nominate Kamala Harris again"
X Link 2026-02-08T14:16Z [----] followers, [---] engagements

"@OptionsMike @EarningsHubHQ More of a MidCap centric earnings week. Will be paying attention to $HOOD $DDOG $NBIS. Less interested in any of the others"
X Link 2026-02-08T15:35Z [----] followers, [---] engagements

"@Aaron_Torres Have not seen a video but certainly believe it from UNC fans at the Dean Dome"
X Link 2026-02-08T16:03Z [----] followers, 16.2K engagements

"@epictrades1 David you are the 12th Man tonight. Go Seahawks"
X Link 2026-02-08T20:46Z [----] followers, [---] engagements

"@PeteThamel Good luck to North Dakota State in Mountain West. Also of note is NDSU will be ineligible for postseason either in conference championship or bowl games for [--] seasons per NCAA rules"
X Link 2026-02-08T21:33Z [----] followers, [----] engagements

"@johncanzanobft Inflation plus another $5 million to NCAA"
X Link 2026-02-08T22:01Z [----] followers, [----] engagements

"Democrats will likely not see the irony. Democratic senator requires photo ID to enter campaign event while opposing voter ID for elections https://t.co/h6ukhyFZ3w Democratic senator requires photo ID to enter campaign event while opposing voter ID for elections https://t.co/h6ukhyFZ3w"
X Link 2026-02-08T22:05Z [----] followers, [---] engagements

"@vintagemapstore Would have been nice and also made a lot of sense. However too little and too late. The Annexation Bill of [----] never made it out of House of Reps committee and never received a vote"
X Link 2026-02-08T22:09Z [----] followers, [----] engagements

"@BillAckman @realDonaldTrump The Islamic regime in Iran has no strategy other than to antagonize on the one hand and request further discussions but no permanent solution on the other hand. In the end the United States will at some point launch overwhelming strikes against Islamic regime leadership & IRGC"
X Link 2026-02-08T22:25Z [----] followers, [---] engagements

"@braybrewington @RossMartinNC NC State is much better. Happy you acknowledge this fact"
X Link 2026-02-09T01:37Z [----] followers, [---] engagements

"@Billy8008135 @RossMartinNC I actually did in [----] get accepted to both NC State and UNC plus Vanderbilt. I did not get accepted at U of Washington or US Naval Academy"
X Link 2026-02-09T01:39Z [----] followers, [---] engagements

"Free Bird Free Bird. Play Free Bird. This is the Super Bowl Commercial for [----]. Soo Beautiful. 🦅❤❤❤ https://t.co/n9niD6mEA7 This is the Super Bowl Commercial for [----]. Soo Beautiful. 🦅❤❤❤ https://t.co/n9niD6mEA7"
X Link 2026-02-09T02:15Z [----] followers, [---] engagements

"@MomAngtrades @FintwitPeaked The Budweiser Free Bird 🦅 commercial was very good. I also liked the Mr Beast & SalesForce commercial. The Halftime Show was awful"
X Link 2026-02-09T02:45Z [----] followers, [----] engagements

"Its common sense to require Voter ID in all US elections News - Democratic Sen. John Fetterman broke with many in his party by siding with Republicans in support of requiring voter ID in all elections nationwide saying he does not believe it is unreasonable to ask voters to show identification in order to cast a ballot. https://t.co/D7jZDPXEch News - Democratic Sen. John Fetterman broke with many in his party by siding with Republicans in support of requiring voter ID in all elections nationwide saying he does not believe it is unreasonable to ask voters to show identification in order to"
X Link 2026-02-09T03:59Z [----] followers, [---] engagements

"@TomTugendhat The UK is basically a vassal state of the United States & is no longer self reliant. One step towards maintaining & preserving the Special Relationship would be dissolve Parliament & the UK to have a new general election which results in a government aligned with the US"
X Link 2026-02-09T11:53Z [----] followers, [----] engagements

"@DanielDiMartino If Puerto Rico desires independence then good luck and good bye. Give everyone from Puerto Rico a one time option with no possibility of dual citizenship US or Puerto Rico and then end all US government expenditures to maintain Puerto Rico"
X Link 2026-02-09T12:05Z [----] followers, [----] engagements

"Good Morning & Congratulations to Seattle Seahawks whose Defense dominated the Super Bowl. Goldman Trading desk predicts CTA funds are net sellers this week by $33B in US Equities. Chinese regulators have told banks & financial institutions to lower US Treasury exposure by curbing purchases & others with large positions to trim. https://twitter.com/i/web/status/2020839148911734812 https://twitter.com/i/web/status/2020839148911734812"
X Link 2026-02-09T12:36Z [----] followers, [---] engagements

"@WarMonitor3 PM Keir Starmer has told No [--] staff that hes not resigning. We go forward from here. We go with confidence as we continue changing the country UK's only hope is a general election and elect a new government"
X Link 2026-02-09T12:41Z [----] followers, [---] engagements

"$NVDA is concerned about $MU production and supply chain confidence vs Samsung being ready to begin production now and deliver earlier in [----]. Micron $MU is trading lower after Yonhap reported Samsung plans to start mass production of HBM4 as early as this month for Nvidias next-gen AI platform Vera Rubin. The report says Samsung has cleared Nvidia qualification and secured orders while Micron has guided to ramp https://t.co/9Ksn41SLy7 Micron $MU is trading lower after Yonhap reported Samsung plans to start mass production of HBM4 as early as this month for Nvidias next-gen AI platform Vera"
X Link 2026-02-09T14:00Z [----] followers, [----] engagements

"@Mr_Derivatives $HIMS down 26% and couldn't happen to a more woke dude than @AndrewDudum. $HIMS played fast and loose with FDA and Big Pharma FAFO"
X Link 2026-02-09T15:17Z [----] followers, [---] engagements

"@OptionsMike Have a good night. Trimmed $CRWD $PLTR $FB $BMNR $IBIT & $SLV today. Closed out some short puts in $SNDK $AGQ $GLD as well. Traded the $RIG - $VAL M&A arb early on then closed position as well. Not the time to get overextended into this rally"
X Link 2026-02-09T20:35Z [----] followers, [---] engagements

"@BarstoolBDevils If NC State wins vs Duke there will not be an issue regarding Duke players or staff safety"
X Link 2026-02-09T21:27Z [----] followers, [---] engagements

"@JonRothstein So the NCAA Tournament Selection Committee will not consider the [--] wins & [--] losses in which Charles Bediako played in"
X Link 2026-02-10T00:22Z [----] followers, 15.1K engagements

"@lou_card @JonRothstein That was just a piss poor effort tonight by NC State"
X Link 2026-02-10T02:12Z [----] followers, [---] engagements

"@BillAckman One party rule in California has led to a complete implosion of the state tax base. The billionaire tax if enacted is going to be followed by a millionaire tax at $30m level. Most people with $30m also have the ability to move so I would anticipate another larger exodus in CA"
X Link 2026-02-10T11:47Z [----] followers, [---] engagements

"@Osint613 The Trump Admin is very open about America First and one could assume it can be interpreted as Anti-European the same as Anti-China could. As for breakup EU Highly doubt President Trump cares either way"
X Link 2026-02-10T12:00Z [----] followers, [---] engagements

"@Osint613 Possibly but also a show of respect to Armenia and the genocide its people endured and few survived perpetrated by Ottomans before creation of modern Turkey"
X Link 2026-02-10T12:13Z [----] followers, [---] engagements

"@elonmusk @xai Could xAI be seeking to attract engineering talent from $MSFT or $AMZN or even $CRM all with large presence in Bellevue to Redmond"
X Link 2026-02-10T13:39Z [----] followers, [----] engagements

"SpaceX acquired xAI last week. xAI had just completed a $20B raise in January at a $230B valuation. SpaceX is rumored to be targeting a summer [----] IPO but at this point nothing concrete. Expected valuation would be $1.5T. Would I participate Not sure might wait & see if pulled back after underwriting. https://twitter.com/i/web/status/2021221405820391917 https://twitter.com/i/web/status/2021221405820391917"
X Link 2026-02-10T13:55Z [----] followers, [--] engagements

"@r0ck3t23 Makes a lot of sense that @elonmusk is not going to wait around for academia to solve physics issues regarding space travel past Mars. With SpaceX and xAI he has the platform to accomplish more than NASA can only"
X Link 2026-02-10T14:24Z [----] followers, [---] engagements

"@mvcinvesting Tavily sounds like a great fit in the Nebius service offering. The series A round for $25M you reference was in September last year"
X Link 2026-02-10T15:15Z [----] followers, [---] engagements

"@bhweingarten Not sure where the data is coming from but can attest North Carolina is not losing a congressional seat by cleaning up the census data and excluding illegal aliens. If anything NC is gaining a seat from all of the folks moving here"
X Link 2026-02-10T15:32Z [----] followers, [---] engagements

"It's already happening in many large and midcap SaaS companies. SaaS CEOs describing the mass layoffs theyre planning: https://t.co/QGc82UTzhs SaaS CEOs describing the mass layoffs theyre planning: https://t.co/QGc82UTzhs"
X Link 2026-02-10T16:08Z [----] followers, [---] engagements

"$NET Good Q4 with EPS & Rev beats Guide is mixed but with revenue boost. EPS $0.28 vs $0.27 Est. Rev $614.5M vs $591.3M Est. Guidance Q1 EPS $0.23 vs $0.25 Est. FY2026 EPS $1.11$1.12 vs $1.18 Est. Q1 [----] Rev $620M$621M vs $615.5M Est FY2026 Rev $2.79B$2.80B vs $2.74B Est"
X Link 2026-02-10T21:23Z [----] followers, [---] engagements

"@OptionsMike Definitely a weird and unsettling day. Trimmed $CRWD $PLTR and $SPOT during the day. $HOOD earnings were No Bueno and no way to sugar coat it"
X Link 2026-02-10T21:30Z [----] followers, [---] engagements

"$HOOD looks kind of ugly. EPS $0.66 vs $0.64 Est. Rev $1.283B vs $1.34B Est. Crypto Rev $221.0M vs $248.2M Est. ARPU increased 16% to $191 per customer"
X Link 2026-02-10T21:32Z [----] followers, [---] engagements

"@nook898989 $HOOD crypto revenue missed by a lot. Options trading growth 20% is slowing from previous quarters. CFO Jason Warnick is leaving that is also of note. No update on launch of 'Short Selling'. Honestly it's not a good quarterly report. Maybe conference call turns it around"
X Link 2026-02-10T21:41Z [----] followers, [---] engagements

"Will be very interesting to see how COMEX will handle running out of silver at some point likely in March. COMEX silver bleeds daily. Lost another [---] million ounces on Monday. Both registered and eligible went down. If registered amount of silver doesnt rise fast enough to meet the OI COMEX has a chance to declare force majeure by March. And by this speed COMEX will be out of https://t.co/bLfpEqvYjV COMEX silver bleeds daily. Lost another [---] million ounces on Monday. Both registered and eligible went down. If registered amount of silver doesnt rise fast enough to meet the OI COMEX has a"
X Link 2026-02-11T00:03Z [----] followers, [---] engagements

"From other the best analysts on Memory DRAM. Someone asked me today how long the DRAM supply shortage would last. I answered [----] but I may need to revise that answer. According to SEMI's data while AI infrastructure investment is expanding rapidly each year DRAM production capacity (CAPA) is expected to grow at a https://t.co/C4UTVTzIFX Someone asked me today how long the DRAM supply shortage would last. I answered [----] but I may need to revise that answer. According to SEMI's data while AI infrastructure investment is expanding rapidly each year DRAM production capacity (CAPA) is expected"
X Link 2026-02-11T02:46Z [----] followers, [---] engagements

"@MeganNyvold I dont eat much of anything from Trader Joes. Everything in Frozen section is just as processed as a generic grocery store pizza"
X Link 2026-02-11T03:18Z [----] followers, [---] engagements

"@rohindhar Newsflash to SF Teachers Union dont hold children hostage to your demands and maybe parents would be more supportive. Even liberals in San Francisco have their limits to union demands if it impacts their kids"
X Link 2026-02-11T03:22Z [----] followers, [----] engagements

"Tough but most of them are accurate and fair. Adulting is realizing; [--]. You will die and most people wont care after a while. [--]. People use you until youre no longer useful. [--]. Most people secretly want you to fail. [--]. One day youll wish you started today. [--]. Most people fake happiness while dying inside. [--]. Adulting is realizing; [--]. You will die and most people wont care after a while. [--]. People use you until youre no longer useful. [--]. Most people secretly want you to fail. [--]. One day youll wish you started today. [--]. Most people fake happiness while dying inside. 6"
X Link 2026-02-11T03:37Z [----] followers, [---] engagements

"Tragic consequences in the pseudo Narco state Mexico which likely leads to further tightening of silver production. Looks like the Mexican cartels found out how to grab the whole world by balls by shutting down the Mexican Silver Mines. This is the ultimate negotiating power https://t.co/VCHqananlz Looks like the Mexican cartels found out how to grab the whole world by balls by shutting down the Mexican Silver Mines. This is the ultimate negotiating power https://t.co/VCHqananlz"
X Link 2026-02-11T11:15Z [----] followers, [---] engagements

"@TimesDan @TB_Times Colonel Luke was sentenced to [--] years in prison. Department of War should return him to active duty and proceed with a Courts Martial investigation. He passed classified material to a honey pot operative and betrayed his country"
X Link 2026-02-11T11:34Z [----] followers, [----] engagements

"@PackInsider Likely NC State will work with Texas Tech or Kansas State to shift one of these games scheduled in [----] to [----]. I doubt NC State plays two Power [--] non-conferences games in same season"
X Link 2026-02-11T12:13Z [----] followers, [--] engagements

"@OptionsMike Good Morning. $SPOT pt cut $750 from $900 @ BofA $MU pt raised $450 from $350 @ MS $VRT slight EPS & Rev misses but huge increase in FY guidance $KHC EPS beat Rev miss & lowers guidance. Kraft calling off plans to split into two public companies $SLV up 6% here we go again"
X Link 2026-02-11T12:31Z [----] followers, [---] engagements

"$NET Cloudflare with a massive TAM potential. Can $NET reach the $231B TAM in just a few years CRAZY. Now a $72B company on the forefront of agentic AI. https://t.co/emCgtMgRKv Can $NET reach the $231B TAM in just a few years CRAZY. Now a $72B company on the forefront of agentic AI. https://t.co/emCgtMgRKv"
X Link 2026-02-11T13:15Z [----] followers, [---] engagements

"@danielisdizzy $NBIS Yes $HIMS No $AMZN Yes $HOOD Yes but takes a long time $META No"
X Link 2026-02-11T13:18Z [----] followers, [---] engagements

"@HenMazzig UN Secretary General Antnio Guterres has zero credibility and everyone will be better when he leaves at the end of 2026"
X Link 2026-02-11T13:55Z [----] followers, [---] engagements

"$MCD earnings look pretty good EPS $3.12 vs $3.05 Est. Rev $7.009B vs $6.84B Est. Q4 COMP SALES +5.7% vs +3.76% Est"
X Link 2026-02-11T21:03Z [----] followers, [---] engagements

"@MakeGoldGreat Likely going to drop to less than 50M oz of Silver in the coming weeks"
X Link 2026-02-12T01:47Z [----] followers, [---] engagements

"@Mr_Derivatives When I sell calls or puts I evaluate once 50% of premium is gone and then again at 75% to evaluate risk reward. Lastly typically close out a short option position around $.10-$.50 depending on the IV & time remaining"
X Link 2026-02-12T02:44Z [----] followers, [---] engagements

"The overriding issue with tax credits to lower income people is they have no contribution to the tax base. Almost 1/2 of tax payers have zero Federal income tax and no personal incentive to see small government. Every person filing a tax return with at least $10k in income should pay a minimum tax a flat tax of at least $100. https://twitter.com/i/web/status/2021885483467317434 https://twitter.com/i/web/status/2021885483467317434"
X Link 2026-02-12T09:53Z [----] followers, [---] engagements

"@DeItaone NBC is misgendering Interim President Rodriguez"
X Link 2026-02-12T12:39Z [----] followers, [---] engagements

"Good Morning. $NBIS EPS & Rev miss FY ARR beat. Reaffirms large FY26 ARR growth. Emerging Neocloud with lumpy revenue but big opportunity in [----]. Kioxia South Korea Memory company beat & raised big time. $SNDK $MU $WDC & $STX all up in response. $FSLY u/g Outperform @ William Blair https://twitter.com/i/web/status/2021930867396886993 https://twitter.com/i/web/status/2021930867396886993"
X Link 2026-02-12T12:54Z [----] followers, [---] engagements

"@11point7 Looks like NC State will be playing Auburn"
X Link 2026-02-12T21:19Z [----] followers, [---] engagements

"@DougKass All of the left-wing media types you tag gave Ruemmler a pass because she was Obama's White House Counsel"
X Link 2026-02-13T12:29Z [----] followers, [---] engagements

"@DeItaone I refuse to own or even trade any Chinese companies with US listings. Every public company in China of any magnitude has a relationship with the CCP & by extension the Chinese PLA"
X Link 2026-02-13T14:15Z [----] followers, [----] engagements

"@Osint613 The pictures look like USNS Supply not the USS Truxton. They show the port side of a ship not the starboard side"
X Link 2026-02-13T14:19Z [----] followers, [---] engagements

"@aspotterabroad @johnkonrad Thanks that's right. USS Gettysburg is still in the fleet"
X Link 2026-02-13T17:26Z [----] followers, [---] engagements

"@OptionsMike @EarningsHubHQ I am positioned in $PANW and will be paying attention to $WMT as well. Walmart is too high to chase but also would welcome a pullback"
X Link 2026-02-16T14:48Z [----] followers, [--] engagements

"@RealDanZak ESPN should fire Sarah Spain for posting pictures of VP Vance kids. ESPN will likely do nothing"
X Link 2026-02-13T18:12Z [----] followers, 11.6K engagements

"The US Government should make an aggressive effort to root out fraud & waste before ever considering a Wealth Tax which would decimate the economy and US stock market. 🚨 NEW: AOC Calls for a National Wealth Tax Q: So when you run for president are you going to impose a wealth tax or a billionaires tax AOC: We don't have to wait for any one president to impose a wealth tax. I think that it needs to be done expeditiously. https://t.co/8jdqN9aJ0L 🚨 NEW: AOC Calls for a National Wealth Tax Q: So when you run for president are you going to impose a wealth tax or a billionaires tax AOC: We don't"
X Link 2026-02-14T13:25Z [----] followers, [---] engagements

"The US Coast Guard TSA FEMA US Secret Service US Cybersecurity Agency are all shut down and employees going without pay due to Democrats throwing a tantrum. Meanwhile ICE & CBP are fully funded. Here we go again. The new Democrat shutdown this time of the Dept. of Homeland Security will hit some VERY important programs like FEMA disaster response TSA security lines and Coast Guard operations. That means delayed disaster aid airport chaos and weakened law Here we go again. The new Democrat shutdown this time of the Dept. of Homeland Security will hit some VERY important programs like FEMA"
X Link 2026-02-14T14:59Z [----] followers, [---] engagements

"The biggest asset one can enhance and protect. True https://t.co/KzdhIGFyOh True https://t.co/KzdhIGFyOh"
X Link 2026-02-15T20:19Z [----] followers, [---] engagements

"@SJosephBurns Team [--] but also ditching Cathie Wood and telling Cramer to chill out"
X Link 2026-02-16T12:45Z [----] followers, [---] engagements

"@AndrewBrandt Jerome Tang should play hard ball and demand his full buyout of $18.7M. Kansas State allowed him to coach after the incident and the AD didn't address the 'Egregious' language immediately. Tang should not negotiate and take it to court if needed"
X Link 2026-02-16T13:00Z [----] followers, [----] engagements

"@smartertrader An actual 4-year memory (DRAM/NAND) shortage will send $MU $SNDK $STX $WDC all to new record highs"
X Link 2026-02-16T14:44Z [----] followers, [---] engagements

"@OptionsMike $HOOD did zero to impress me with earnings and conference call. Looks like business model has been exposed when crypto fortunes sank. I could easily see $HOOD slowly declining back into the $60s"
X Link 2026-02-16T15:11Z [----] followers, [--] engagements

"Have you asked any US Senate Democrat how long they are willing to see Federal workers go without pay Veterans not receive earned benefits US Military & Retirees not receive their pay Air Traffic Controllers now stretched & flights cancelled due to safety. Plus US Coast Guard FBI US Marshall Service all go without anything. How many families sliding into poverty is acceptable for Democrats Ask these questions. Republicans have voted Yes [--] times and Democrats block it. Democrats do not care other than extracting more concessions"
X Link 2025-11-06T23:11Z [----] followers, 11.9K engagements

"@greedisgood70 @OptionsMike Actually picked up small position in $IBIT this am but just for a trade"
X Link 2026-02-05T13:19Z [----] followers, [--] engagements

"Great Super Bowl commercial from Budweiser with Free Bird. Budweiser150"
X Link 2026-02-09T02:12Z [----] followers, [---] engagements

"@HighyieldHarry SaaS execs are more screwed than they can think or imagine if they believe Thoma Bravo is coming to save them"
X Link 2026-02-12T01:01Z [----] followers, [---] engagements

"@mvcinvesting $NBIS will come down to execution. Can they deliver in Q1 & throughout [----] what has been detailed on the conference call. Expect $NBIS to trade between $80 to [--] today and this week"
X Link 2026-02-12T14:26Z [----] followers, [---] engagements

"Miami Ohio two best wins are against Akron & Wright State. Strength of schedule is [---]. NET ranking is [--]. If Miami Ohio loses in MAC Championship game NCAA Tournament selection committee will have tough decision to make. I would put Miami Ohio in tournament with [--] loss over a [--] loss Power [--] team but then I don't get a vote. https://twitter.com/i/web/status/2022278975372845384 https://twitter.com/i/web/status/2022278975372845384"
X Link 2026-02-13T11:57Z [----] followers, [----] engagements

"Good Morning & Happy Friday. Futures slipped to red. $CRWD u/g Buy @ HSBC pt $446 $AMAT pt raised $450 from $340 @ Stifel $TOST pt cut $35 from $60 @ Needham $RIVN u/g Neutral @ UBS pt $16 $COIN pt lowered $252 from $290 @ JPM Protect any gains at all costs [--] day weekend ahead. https://twitter.com/i/web/status/2022289829216592296 https://twitter.com/i/web/status/2022289829216592296"
X Link 2026-02-13T12:40Z [----] followers, [---] engagements

"@johnkonrad No USNS supply was in middle of Unrep with another DDG on starboard side & was already restricted in maneuverability. USS Truxton is solely at fault for reasons not yet known likely loss of steerage or starboard screw. Very likely CO of USS Truxton will be relieved of command"
X Link 2026-02-13T13:27Z [----] followers, [----] engagements

"@cdketchie @PackAthletics A wonderful tribute to Grayson and so sorry for your family's loss"
X Link 2026-02-13T16:16Z [----] followers, [---] engagements

"@DriverHawk @FrankieS83752 @johnkonrad It's called accountability and experience underway on a warship at sea. There are limited explanations for a collision at sea and almost all of them boil down to something avoidable. The Captain of USS Truxton & the OOD on watch both know the standards which must be adhered to"
X Link 2026-02-13T18:09Z [----] followers, [--] engagements

"@DriverHawk @FrankieS83752 @johnkonrad Couple points. [--]. SWO school used to be and should still be completed before reporting to first ship. [--]. OOD of a DDG during an Unrep while a JO is likely an LT. [--]. I can guarantee the CO was on the bridge during an Unrep. I have never seen an Unrep without the CO on the bridge"
X Link 2026-02-13T18:34Z [----] followers, [--] engagements

"@LibOrNormal Zero chance Republicans could be this fortunate"
X Link 2026-02-13T18:34Z [----] followers, 10.3K engagements

"@elonmusk Very bullish for Silver if solar grows and dominates electricity production"
X Link 2026-02-14T12:48Z [----] followers, [---] engagements

"@elonmusk I utilize @grok everyday with queries I would have asked an analyst to dig deeper or find a modeled solution for regarding individual equities or calculations in certain trading strategies"
X Link 2026-02-09T11:55Z [----] followers, [---] engagements

"$HOOD & $SCHW & $MS ETrade should take this competitive threat and potential entry very seriously. ETrade once innovative is a dinosaur and retiring their fastest trading platform. Schwab leans more on advisory clients than traders. RobinHood is innovative but does not have scale of @X. https://twitter.com/i/web/status/2022650893980545204 https://twitter.com/i/web/status/2022650893980545204"
X Link 2026-02-14T12:35Z [----] followers, [---] engagements

"@jukan05 Sounds like the shortage in memory is only accelerating and demand for $SNDK NAND will increase over next [--] months"
X Link 2026-02-10T12:07Z [----] followers, [----] engagements

"@Devin_Heroux Wow. A verbal warning to Canadian Marc Kennedy. Kennedy will likely tell World Curling to go Fuck off"
X Link 2026-02-14T13:47Z [----] followers, [----] engagements

"@DeItaone A weaker US Dollar is definitely a tailwind for US equities as well as impact on US Government ever growing debt which has to be refinanced on a continual basis"
X Link 2026-02-14T14:28Z [----] followers, [---] engagements

"@StockSavvyShay @EricFlaningam I have a position in both $PANW & $CRWD to cover as much of the Cybersecurity value chain as possible. AI is a legitimate threat to traditional SaaS companies but much smaller impact in cybersecurity"
X Link 2026-02-14T15:11Z [----] followers, [---] engagements

"Pretty good Super Bowl commercial with SalesForce and Mr. Beast giving a million dollars away"
X Link 2026-02-09T02:38Z [----] followers, [----] engagements

"@WhitePapersPol A meaningful excise tax on remittances from the US would have an impact and lead to more self deportation in addition to the efforts of DHS to deport illegals with deportation orders"
X Link 2026-02-14T11:51Z [----] followers, [---] engagements

"@Mr_Derivatives You are definitely correct and market valuation inflation has occurred over past 10-15 years. Now a $10B company sounds like a small cap vs mid cap. Micro caps are now anything under $1B"
X Link 2026-02-14T14:00Z [----] followers, [--] engagements

"@oguzerkan If/when US equity and options trading comes to X this will take away 25-50% of $HOOD customers and also a fair number of traders at E*Trade and possibly Schwab"
X Link 2026-02-14T15:05Z [----] followers, [---] engagements

"@Geiger_Capital I will be in Dublin next Friday thru following Monday and plan on having many pints of Guinness"
X Link 2026-02-15T23:47Z [----] followers, [---] engagements

"@PeteThamel Kansas State does not have grounds to fire Tang for cause. KSU doesnt have a case and will have to at best settle or just pay up the $19M"
X Link 2026-02-16T02:59Z [----] followers, [----] engagements

"@TheFieldOf68 If Kansas State is going to claim this is grounds for a firing for cause then KSU will lose and embarrass themselves by firing Tang and then trying to weasel out of paying him the buyout if contract"
X Link 2026-02-16T03:05Z [----] followers, [---] engagements

"@WhatleyNC Michael you need to get out there and campaign hard each and every day throughout North Carolina. Right now Roy Cooper is in the lead and you have ground to make up"
X Link 2026-02-16T15:07Z [----] followers, [--] engagements

"@OptionsMike $KRE has been strong but also think it sets up for a short position if continues run. I have been watching for a short opportunity but no position yet"
X Link 2026-02-16T15:13Z [----] followers, [--] engagements

"SaaS Software might be threatened by AI innovation & replacement but will be very difficult to replicate the functionality and cybersecurity protection of $CRWD or $PANW. CYBERSECURITY VALUE CHAIN Software is getting punished because AI is coming for large parts of the value chain. The real question for every software company is "does AI compete with you or work for you." In security AI does not replace the product since it expands the threat https://t.co/oR85W8wq0W CYBERSECURITY VALUE CHAIN Software is getting punished because AI is coming for large parts of the value chain. The real"
X Link 2026-02-14T15:10Z [----] followers, [---] engagements

"The Kansas State AD doesn't help the case for firing Jeremy Tang for cause in his own press conference. If there are grounds for termination for cause why allow Tang to coach another game If he indeed was wrecking the university's reputation then why not cut the AD trip short and address the crisis immediately Did the AD ever counsel Jeremy Tang on making negative comments regarding Kansas State or any of the student athletes or fans https://twitter.com/i/web/status/2023379274720260350 https://twitter.com/i/web/status/2023379274720260350"
X Link 2026-02-16T12:49Z [----] followers, [---] engagements

"@ByPatForde Kansas State University attempt to fire Jerome Tang for cause unlikely to work out for them. The KSU AD hurts their case in a big way. I was out of town couldnt put this all together. Had to get with the President so we were on same page.' https://x.com/i/status/2023255194637861002 Kansas State AD Gene Taylor on the comments made last week by Jerome Tang leading to firing for cause Taylor mentioned Tang coached Saturday because he wasnt in town I was out of town couldnt put this all together. Had to get with the President so we were on same page https://t.co/KoBdoFly7d"
X Link 2026-02-16T12:51Z [----] followers, [---] engagements

"@DanielDiMartino @AOC Geography is not a one of AOC's core strengths. She is good at raising money bad mouthing the US defending antisemites and speaking gibberish"
X Link 2026-02-16T14:55Z [----] followers, [---] engagements

"@OptionsMike Wake me up when $VIX hits [--] again. The increase in volatility has been quick to appear and then dissipate. Not even in correction mode across S&P [---] yet"
X Link 2026-02-16T15:05Z [----] followers, [--] engagements

"@OptionsMike If $BTCUSD slides back to $65k or lower I would take a position in $IBIT again. Otherwise I don't see anything to do in $IBIT other than a quick intraday trade if opportunity was in front of me"
X Link 2026-02-16T15:34Z [----] followers, [--] engagements

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