@BoxLongs Avatar @BoxLongs BoxLongs

BoxLongs posts on X about $snap, $bkkt, ai, snap the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 78.02% finance 22.41% technology brands 12.07% cryptocurrencies 10.78% social networks 2.59% countries 1.72% gaming 0.86% automotive brands 0.43% exchanges 0.43% financial services 0.43%

Social topic influence $snap #4, $bkkt #28, ai 10.34%, snap #240, $cmrc #1, flow #2334, money 5.17%, cash flow #170, $meta #42, meta #3445

Top accounts mentioned or mentioned by @bob382475496782 @rajeevsura @lkpreserve @multimismanaged @northbound537 @zoomyzoomm @fl1xus @jgnuke @acemoney21 @srg444 @rubbabubub @gothamresearch @racetomillions @minotaurstocks @cleanmoney86 @weedr185545 @btc_bella69420 @jastales @markpinc @evanspiegel

Top assets mentioned Snap, Inc. (SNAP) Bakkt Holdings, Inc. (BKKT) Metadium (META) Riskified Ltd. (RSKD) Ubiquiti, Inc. (UI) Roblox Corp. (RBLX) Teladoc Health, Inc. (TDOC) Ampleforth (AMPL) Carvana Co. (CVNA) Electronic Arts Inc. (EA) Microsoft Corp. (MSFT) Chime Financial, Inc (CHYM) The GEO Group, Inc. (GEO) Salesforce Inc (CRM) Shopify Inc (SHOP) eToro Group Ltd (ETOR) Blend Labs, Inc. (BLND) Workday Inc (WDAY) Strategy (MSTR) Alphabet Inc Class A (GOOGL) EXODUS MOVEMENT INC A (EXOD) Bitcoin (BTC) Rocket Companies, Inc. (RKT)

Top Social Posts

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

"$TDOC MEME ZONE INITIATED"
X Link 2026-02-09T16:19Z [----] followers, [----] engagements

"SAAS- $PLTR $MSFT $INTU $CRM $NOW $SNOW - top ranked MS software analyst keith weiss who is a smooth operator that i love just dropped audio piece on SAAS sector tightened it up with Claude. enjoy"
X Link 2026-02-11T21:36Z [----] followers, 20K engagements

"$CMRC i dont think i have ever seen a stock trade down more than 10% after free cash flow estimates were revised up by +25-30% over the next [--] months especially when that cash flow call it $75M is almost a third of the cos enterprise value. that my friends is wild. 4x this years free cash flow. Market cap now under $200M and free cash flow this year $50M according to BAML. and the price target is based on 1x sales = $4 which is 63% above current levels and its still a SELL KEEPING VALUATION WIERD. who will steal the company at this price and find a way to extract that free cash flow and get"
X Link 2026-02-12T20:04Z [----] followers, [---] engagements

"$CMRC can acquire itself with free cash flow in [--] months if they fire some people. thats f wild. keeping small caps WIERD. i slept on it. i am adding. LMAO"
X Link 2026-02-13T14:48Z [----] followers, [----] engagements

"$CMRC the new MS model is out and "blessed" by management (im kidding- but not actually) the free cash flow is $33M-40M-44M so if you take the company out today the deal pays for itself in [--] years over 20% free cash flow yield on EV of $213.6M that is an absurdly cheap asset. This "business" could achieve much higher levels of free cash flow with an operator running it. +20-30-40% from here in 1-2 qtrs should be a layup independent of the market. Not selling in $2s or $3s maybe in the $4s but by then Agentic commerce might actually be giving them a little tail breeze. $4 is fair value today."
X Link 2026-02-13T16:54Z [----] followers, [----] engagements

"$S beat numbers. Q4 accelerators. Back to $15 by next Friday. never should have been at $13. then after the beat we go gappy gappy up $S MS SECURITY SURVEY OUT THIS AM - SENTINELONE 100% OF RESELLERS AT OR ABOVE TARGETS DONT OVER THINK IT. WHO THE FCK IS GONNA PROTECT U FROM UR CLAUDEBOT WHEN IT GOES ROUGE SENTINELONE THATS WHO. SentinelOne will go to $20 in a flash on the first agentic security worm that https://t.co/DkFy5YcAj3 $S MS SECURITY SURVEY OUT THIS AM - SENTINELONE 100% OF RESELLERS AT OR ABOVE TARGETS DONT OVER THINK IT. WHO THE FCK IS GONNA PROTECT U FROM UR CLAUDEBOT WHEN IT"
X Link 2026-02-13T19:19Z [----] followers, [----] engagements

"$LPSN LivePerson holds [---] granted patents in one of the hottest IP categories (conversational AI) and collects zero licensing revenue. This is either a significant oversight or optionality waiting to be unlocked by management or an acquirer"
X Link 2026-02-13T20:26Z [----] followers, [----] engagements

"Wild chart. @BlueDuckCap i think major buying oppy for SAAS. this is a wild chart. [--] years of near-perfect correlation between the NDX and software (IGV).now the widest divergence on record https://t.co/pAnkmtfewD this is a wild chart. [--] years of near-perfect correlation between the NDX and software (IGV).now the widest divergence on record https://t.co/pAnkmtfewD"
X Link 2026-02-14T00:23Z [----] followers, [----] engagements

"$BKKT if / when they get teed up to acquire customers in an efficient manner could be epic pair against $chym"
X Link 2026-02-09T22:14Z [----] followers, [----] engagements

"$CMRC this is what management should be talking about on every call how are they using AI in development and R&D to ship more + better product for sale into the installed base fast in addition to the free cash flow + margin focus. nothing else matters. $SHOP growing 10x the rate at 10x the scale. $CMRC should be able to grow easily 10-20% given size of the market and installed base they have. CEO of Shopify @tobi is shipping more code than ever. 2024: [--] commits 2025: [---] commits 2026: [---] commits (in first [--] days of the year) Claude is turning CEOs back to builder mode."
X Link 2026-02-16T14:55Z [----] followers, [---] engagements

"$geo and $cxw need to accelerate the path to being private - sell off non performing or under performing assets and buy back equity. repeat. NAVs are 3x current stock price"
X Link 2025-11-10T13:05Z [----] followers, [----] engagements

"$GOOG $WIX $GDDY $SHOP $CMRC Google rolls out a major update which enables fully agentic shopping in AI Mode just in time for the holiday"
X Link 2025-11-13T18:05Z [----] followers, [----] engagements

"$ADT seeing uptick in non paying customers. CFO speaking live now at RBC"
X Link 2025-11-18T16:05Z [----] followers, [---] engagements

"$SHOP this is the reason why i "think" that $CMRC can reignite some growth in its platform. the decreasing # of websites running bigcommerce has masked a strategy to move up market and sell more into existing large customers. Clearly has something there they have won some major ecommerce sites. The feedonomics product should be much more impactful on growth given its a higher priced offering. This AI agent lightening bolt that is nailing the industry (now) and into [----] and beyond should allow some legacy players to leap frog and or pivot into a better spot if they have the right products."
X Link 2025-11-30T22:09Z [----] followers, [----] engagements

"$EXFY what a beat down this thing has endured - 0.5x NTM revs. now that is a penny on the ground. should i pull up the 10Q its getting late and i feel like i spend too much time on shtcos"
X Link 2025-12-10T03:10Z [----] followers, [---] engagements

"$RSKD i see multiple expanding by 50% in the next 30-90 days in anticipation of an acceleration in [----] GMV growth back to the [----] levels of mid teens growth rates. Stock had multiple moves towards $7 peaking at $6.80 [----] and $600 those [--] tops represent upside of +36% +32% +20% seems like a low risk bet given reacceleration in the GMV growth rate. consensus numbers are extremely undemanding. and the valuation case can be made both with lazy ev/sales or ev/ebitda frameworks. if the mgmt team unlocks further new wins in payments airline ticketing. and betting we could see much more upside."
X Link 2025-12-18T18:25Z [----] followers, [---] engagements

"$RSKD now using $S . interesting. love $RSKD here at 2x cash and GMV growth doubling in 2026"
X Link 2025-12-26T18:57Z [----] followers, [----] engagements

"$RSKD getting into crypto wallets of so e sort"
X Link 2025-12-30T21:57Z [----] followers, [----] engagements

"$RSKD is going to have a breakout 2026- fraud is on fire https://www.riskified.com/lp/crypto-risk-rundown/thank-you/ $RSKD getting into crypto wallets of so e sort https://t.co/jXlaSndFYB https://www.riskified.com/lp/crypto-risk-rundown/thank-you/ $RSKD getting into crypto wallets of so e sort https://t.co/jXlaSndFYB"
X Link 2025-12-31T00:49Z [----] followers, [---] engagements

"$ETOR black card. love that. accounts growing like a weed"
X Link 2025-12-31T17:04Z [----] followers, [---] engagements

"$ETOR i feel like it needs a little more time to digest that listing- but on the radar @beaniemaxi $ETOR at $35 is only 11-12x PE on Visible Alpha 2027E eps of around $3.00. if they can put up some positive revisions definitely see room for multiple expansion growing 20% why cant they have a 20x PE= $60 bucks. plenty of upside for the lazy fins books that need long expo https://t.co/SS14DiOmyc @beaniemaxi $ETOR at $35 is only 11-12x PE on Visible Alpha 2027E eps of around $3.00. if they can put up some positive revisions definitely see room for multiple expansion growing 20% why cant they"
X Link 2025-12-31T17:38Z [----] followers, [----] engagements

"$manh ms cutting PT to $165 from $200"
X Link 2026-01-04T23:22Z [----] followers, [---] engagements

"$API so mad Agora was on my shtco rock star in training list - missed it ()"
X Link 2026-01-12T23:36Z [----] followers, [---] engagements

"u know what is SO ready to go is this Riskified this thing is so damn cheap- and a real biz up +50% in a day and its still cheap. watching this one. been sitting on 100K shares for a year might have to finally double it $RSKD"
X Link 2026-01-13T02:22Z [----] followers, [---] engagements

"@jastales i dk. but it could happen. its that fcking cheap. $RSKD needs to reason to go- only for someone to wake up and flip the switch. something is percolating under the surface"
X Link 2026-01-13T03:05Z [----] followers, [---] engagements

"look at all the [----] IPOs u can buy now in public markets at a discount to last private round. crazy $CHYM $STUB $BLSH $ETOR $VIA $PTRN $MNTN"
X Link 2026-01-13T14:09Z [----] followers, [----] engagements

"@Stephen11198316 fuck watching. im gonna go all in. not till march 5th. not warehousing risk till then. i might have more to say on it friday $RSKD"
X Link 2026-01-13T18:24Z [----] followers, [---] engagements

"$EXOD long as a pure play on the passage of the clarity act+ the explosion in tokenization of assets. recently uplisted +small share count (30m) clean balance sheet approaching $200M annualized revenue run rate (+30-50% cagr) with EV only $266M looks like it could 2-3x easily. PT= 4x sales $30 ($3 down $12 up 4x1) buyer on any pull backs could see squeeze on passage of Clarity act. $EXOD up to 1.5M users. https://twitter.com/i/web/status/2011170142026416614 https://twitter.com/i/web/status/2011170142026416614"
X Link 2026-01-13T20:15Z [----] followers, [----] engagements

"$EXOD acquisitions (more) https://www.exodus.com/investors/news-events/press-releases/detail/91/exodus-enters-next-phase-as-a-crypto-payments-company-with-agreement-to-acquire-w3c-corp-and-its-subsidiaries-baanx-and-monavatehttps://player.vimeo.com/video/1135372374 https://www.exodus.com/investors/news-events/press-releases/detail/91/exodus-enters-next-phase-as-a-crypto-payments-company-with-agreement-to-acquire-w3c-corp-and-its-subsidiaries-baanx-and-monavatehttps://player.vimeo.com/video/1135372374"
X Link 2026-01-13T20:15Z [----] followers, [---] engagements

"$RSKD skew is $4.53 x $7.09 in about [--] days. next few weeks is when u can get some. like 30x1 up to down LOL"
X Link 2026-01-15T14:56Z [----] followers, [---] engagements

"$RSKD came public at a big multiple of revenue its had the double whammy of multiple compression and estimate cuts relative to overly optimistic sell side models. [--]. the estimate revisions are now positive i believe- i think that growth will accelerate in [----] back to double digits or higher and [--]. the multiple at 1x arr is unlikely to go lower based on #1. there are a lot of areas where this team can improve i think but at end of the day it all comes down to growth if growth accelerates stock should work. they dont report until the 1st week of march so maybe its drifting here 4.50-5.00 for"
X Link 2026-01-15T19:37Z [----] followers, [---] engagements

"$BKKT Preliminary Financial Results for Quarter Ended December [--] [----] Bakkt Holdings Inc.s (Bakkt) gross digital asset revenues for the fourth quarter of [----] are estimated to be in a range of $298 million to $300 million. $BKKT PRE. https://t.co/3wYDQH65Ay $BKKT PRE. https://t.co/3wYDQH65Ay"
X Link 2026-01-20T11:38Z [----] followers, [----] engagements

"$BKKT yeah there u go. there will be a ton of demand for whatever equity bakkt sells. the question is the price. i have a feeling they will get the stock to $30-40 / share on execution / strategic deals / growth etc and then they can beef up the balance sheet with more cash. They need capital to grow faster imo and they will get it. $BKKT the only reason to pre is to get financial information out so they can do equity offering $BKKT the only reason to pre is to get financial information out so they can do equity offering"
X Link 2026-01-20T14:37Z [----] followers, [----] engagements

"$BKKT filing - good read. surprised softbank doesnt just give them a couple hundred million or take down the offering. $bkkt about to become a multi billion dollar company in valuation. float getting BIGGER. https://investors.bakkt.com/static-files/506ad341-f5eb-4207-b793-4be965781ddb $BKKT its a short term supply "overhang" but ultimately it dramatically improves the balance sheet and adds massive duration to the asset if they have to invest for growth. i have a feeling a lot of big funds / strategic players / would love to finance and own a piece of whatever"
X Link 2026-01-20T14:45Z [----] followers, [----] engagements

"Bullish Bitcoin and whatever $BKKT has cooking over there. which is something. In August Bakkt acquired approximately 30% of Tokyo-listed textile company MarushoHotta for $115 million becoming the largest shareholder and planning to rebrand the yarn maker as effectively shifting toward crypto treasury operations. http://Bitcoin.jp Good morning. While mainstream media continues to relentlessly focus on Davos Trump and Greenland if you are a serious investor you should probably turn your focus to Japan instead. That's the real story today. Have a great day. https://t.co/3g0MQT0xPo"
X Link 2026-01-20T19:08Z [----] followers, [----] engagements

"$SNAP EPS IN [--] SESSIONS https://investor.snap.com/news/news-details/2026/Snap-Inc--Announces-Date-of-Fourth-Quarter-and-Full-Year-2025-Results-Conference-Call/default.aspx https://investor.snap.com/news/news-details/2026/Snap-Inc--Announces-Date-of-Fourth-Quarter-and-Full-Year-2025-Results-Conference-Call/default.aspx"
X Link 2026-01-20T21:19Z [----] followers, [----] engagements

"@DeepVaue_Adv what makes u think they rebrand today"
X Link 2026-01-22T17:03Z [----] followers, [--] engagements

"$BKKT the best part about owning it is when they do something smart to grow the business and announce it you get a matching buy order from the over crowded short cabal in it. if u tried to cover 1/3rd of that short position the stock would be up 100% thats why they have the ATM ready the shorts can cover at $30-35 and provide capital to grow the biz. https://twitter.com/i/web/status/2014702273494913027 https://twitter.com/i/web/status/2014702273494913027"
X Link 2026-01-23T14:10Z [----] followers, [---] engagements

"$BKKT Akshay left Davos for St Moritz oh okay"
X Link 2026-01-23T15:29Z [----] followers, [---] engagements

"$BKKT is trying to hang in there. [--]. [--]. 16.15.14.50. if they close it over [-----] ill be impressed"
X Link 2026-01-23T17:23Z [----] followers, [----] engagements

"$BKKT we also have Masa son approval via Akshay The $BKKT bull thesis is chef's kiss perfection: 1) $ICE backing = institutional stamp of approval 2) High short interest = squeeze fuel 3) ATM shelf getting burned through = technical relief coming 4) Dumpster fires positioned as growth stories seem to be working in this https://t.co/fUzGGBEzdd The $BKKT bull thesis is chef's kiss perfection: 1) $ICE backing = institutional stamp of approval 2) High short interest = squeeze fuel 3) ATM shelf getting burned through = technical relief coming 4) Dumpster fires positioned as growth stories seem to"
X Link 2026-01-23T18:30Z [----] followers, [----] engagements

"$BKKT not impressed. she has another run in her no doubt but gotta put some meat on the bones. $10-11-12 sorta the level to take the shot then only at low low low single digit multiple of phantom ebitda. i hope im wrong. march 20th option expiry a big date to catch the analyst day March 17th. have a great wkend. GO PATRIOTS $BKKT is trying to hang in there. [--]. [--]. 16.15.14.50. if they close it over [-----] ill be impressed https://t.co/5W91aMJqVC $BKKT is trying to hang in there. [--]. [--]. 16.15.14.50. if they close it over [-----] ill be impressed https://t.co/5W91aMJqVC"
X Link 2026-01-23T20:36Z [----] followers, [----] engagements

"$LDI is going back to $2 i cant believe that Tony is live streaming updates about some dudes taking his fishing poles"
X Link 2026-01-23T20:46Z [----] followers, [----] engagements

"$BKKT one thing i will say after being invested in this stock and being in the ecosystem of holders and haters for a month going down rabbit holes. there is a very high probability of a short seller attack on the new mgmt team and strategy. if u are a retail holder steel yourself for that moment often the attacks are ignored or fail to deliver the death blow to the bull thesis. and are great entry points. i used to never buy a stock once a short seller report was issued because i figured the bar is relatively high to be the target of being published. where there is smoke there is fire. then i"
X Link 2026-01-24T13:08Z [----] followers, [----] engagements

"$CDLX $PAR probably a smart deal by $par acquiring it for 10c on the dollar vs [--] years ago"
X Link 2026-01-26T14:43Z [----] followers, [----] engagements

"$bkkt almost back in the buy zone. $10-12 $BKKT $8-10 is where u get ballsy and shovel some in https://t.co/NPvsyof5yQ $BKKT $8-10 is where u get ballsy and shovel some in https://t.co/NPvsyof5yQ"
X Link 2026-01-26T20:06Z [----] followers, [----] engagements

"$UI there are no natural sellers of this stock. This is not a good short. Pera controls it all. Furthermore. $UI has been investigated by every single activist short seller on the planet for at least [--] years. And the multiple screens super low. Russians use all sorts of foreign technology. Total and complete financial frauds like $FRHC and $DOX hide in plain sight. You can debate the ethics of $Ui equipment and the war in russia. But hunterbrook will lose money on this call. BREAKING: Grizzly Affair American tech companys networking gear is powering Russian battlefield communications in"
X Link 2026-01-27T12:28Z [----] followers, [----] engagements

"totally. the russian war argument is dumb then do china then do europe using russian gas then do bad people using cell phones. $ui will rally on this. there is no natural seller of the stock anymore and its very tightly controlled and every single forensic short seller has taken a shot at it or analyzed it and every mutual fund knows that and so does everyone else. https://www.cnbc.com/2017/09/18/short-seller-andrew-left-calls-ubiquiti-his-next-big-fraud.html https://www.cnbc.com/2017/09/18/short-seller-andrew-left-calls-ubiquiti-his-next-big-fraud.html"
X Link 2026-01-27T13:05Z [----] followers, [----] engagements

"$UI probes reporter literally every short seller knows about ubiquity. hunterbrook so late to the game on this one. good reporting though. https://probesreporter.com/sites/default/files/uploads/documents/DI%20-%20UBNT%202018-0611.pdf @north_bound537 totally. the russian war argument is dumb then do china then do europe using russian gas then do bad people using cell phones. $ui will rally on this. there is no natural seller of the stock anymore and its very tightly controlled and every single forensic short seller has"
X Link 2026-01-27T13:07Z [----] followers, [----] engagements

"@north_bound537 $UI probes reporter LONG AGO"
X Link 2026-01-27T13:08Z [----] followers, [---] engagements

"$UI who is Hunterbrook going to shake out Pera could tap some credit lines to obliterate them $UI there are no natural sellers of this stock. This is not a good short. Pera controls it all. Furthermore. $UI has been investigated by every single activist short seller on the planet for at least [--] years. And the multiple screens super low. Russians use all sorts of foreign $UI there are no natural sellers of this stock. This is not a good short. Pera controls it all. Furthermore. $UI has been investigated by every single activist short seller on the planet for at least [--] years. And the multiple"
X Link 2026-01-27T13:15Z [----] followers, [----] engagements

"@north_bound537 $UI also has a $500M buyback in place- The Company has initiated a new stock repurchase program authorizing the Company to repurchase up to $500 million of its common stock as disclosed in the Form 8-K filed on August [--] [----]. shorting $UI is a suicide mission"
X Link 2026-01-27T13:22Z [----] followers, [---] engagements

"$S is going to put up a big net new ARR # because its q4 and big deals come in q4. Stock is buy here and probably runs to $18-20 on a big beat (finally) $S SentinelOne is time to pound the table. Clawdbot is the tell- Autonomous Agents the conversation has just begun and $S has the lead in protecting the house The market is still arguing about chatbots. The real shift is Autonomous Agents and Clawdbot shows exactly where $S SentinelOne is time to pound the table. Clawdbot is the tell- Autonomous Agents the conversation has just begun and $S has the lead in protecting the house The market is"
X Link 2026-01-27T16:34Z [----] followers, [----] engagements

"@north_bound537 $UI bought at $525 sold at $545 thanks short seller paid for lunch"
X Link 2026-01-27T17:35Z [----] followers, [--] engagements

"$UI the bar for being an activist short is extremely high. i dont know how many hours hunterbrook put into that piece bit the stock is basically unchanged. if a stock has already had a short seller report and the stock is now higher the market has spoken and decided they dont care and the bar is even HIGHER to make your case. the market is loaded with equity promotes and shell cos if a company has a great product and its being used by bad people that is def not a reason to be short. https://twitter.com/i/web/status/2016204386284732812 https://twitter.com/i/web/status/2016204386284732812"
X Link 2026-01-27T17:39Z [----] followers, [---] engagements

"$BKKT perky perk"
X Link 2026-01-27T20:03Z [----] followers, [---] engagements

"everybody already knows the $UI supply chain and distribution network has been studied ad nauseum. if ur goal is to fck the company over with some sort of political ban on sales or something maybe the odds of that have increased. but when u have channel check experts and 3rd party networks calling $UI a bad actor for over a decade and multiple short seller attack reports published its not new news. the only thing that has really changed since then is that Pera has cemented his vice grip on the shares by taking his ownership up to 93% from half that level. u can score some hits and create some"
X Link 2026-01-27T20:55Z [----] followers, [---] engagements

"$SNAP - some of the best soundbites from this interview with Evan. Using specs to supervise AI $3B invested very significant lead in Specs technology and huge distribution for developers on the platform to the nearly 1B users. 1/2"
X Link 2026-01-28T15:31Z [----] followers, [----] engagements

"there are so many signs this market is completely fucked up and can go so much lower. $RGTI is the poster child of that. should be a $5 stock and its $19 some of this dumb sht needs to just evaporate"
X Link 2026-01-29T15:51Z [----] followers, [----] engagements

"$EA what does @DonutShorts say"
X Link 2026-01-30T16:44Z [----] followers, [----] engagements

"$snap long [------] shares and [----] calls. (and short puts)"
X Link 2026-01-30T20:57Z [----] followers, [----] engagements

"$Snap Inc. Spectacles Spin-Off Valuation Analysis 1/3"
X Link 2026-01-31T14:08Z [----] followers, [----] engagements

"$Snap Inc. Spectacles Spin-Off Valuation Analysis 2/3"
X Link 2026-01-31T14:08Z [----] followers, [----] engagements

"$Snap Inc. Spectacles Spin-Off Valuation Analysis 3/3"
X Link 2026-01-31T14:08Z [----] followers, [----] engagements

"$SNAP Spiegel in position to ton it still given size of his holdings. He is clearly doing some form of math when he talks about 100x oppy even if hes 1/20th correct. 5x would be massive. The spectacles spin is worth a lot of money given what they have built up to this point Evan Spiegel think $SNAP have startup-style return potential. A [---] bagger https://t.co/zQ0ji2wuMb Evan Spiegel think $SNAP have startup-style return potential. A [---] bagger https://t.co/zQ0ji2wuMb"
X Link 2026-02-02T14:51Z [----] followers, [----] engagements

"$SNAP why not"
X Link 2026-02-02T15:24Z [----] followers, [----] engagements

"$SNAP feels like Saudi PIF selling which is odd because they dominate that market"
X Link 2026-02-03T14:49Z [----] followers, [----] engagements

"$SNAP agree with the @aleabitoreddit take on the set up etc. but the data in this post on stock based comp expense is not correct and sourced from a bad internet source odd given how big this account is in terms of followers. at least so we can have the sbc debate with correct numbers the trailing [--] month [--] qtr # according to the morgan stanley model is $1017M or 1.017B. odd to me that @aleabitoreddit getting basic facts wrong in support of the thesis. i double checked against the snap IR materials. again the # matches MS. @adenois Source was Macrotrends https://t.co/VoeNvCy2zB @adenois"
X Link 2026-02-03T15:14Z [----] followers, [----] engagements

"$SNAP vs comps $META $RBLX etc. priced as of fridays close so the multiples down another 5-10% in some of these names. MS just published this today not sure why priced as of friday but fwiw"
X Link 2026-02-03T15:28Z [----] followers, [----] engagements

"$RBLX street account Q4 preview"
X Link 2026-02-03T17:47Z [----] followers, [----] engagements

"$bkkt cheat sheet (almost) go time $10 (again) 1/3"
X Link 2026-02-03T19:18Z [----] followers, [----] engagements

"$bkkt cheat sheet 2/3"
X Link 2026-02-03T19:18Z [----] followers, [----] engagements

"$bkkt cheat sheet 3/3"
X Link 2026-02-03T19:18Z [----] followers, [----] engagements

"$snap is worth much more than $6.12"
X Link 2026-02-03T21:01Z [----] followers, [----] engagements

"$snap can you hear all [------] of them"
X Link 2026-02-03T21:14Z [----] followers, [----] engagements

"$EA would be $130-140 if not for the M&A"
X Link 2026-02-03T21:36Z [----] followers, [----] engagements

"$EA using napkin math PIF over paying by about $15 billion they could have had $snap too for that $55 billion"
X Link 2026-02-03T21:37Z [----] followers, [---] engagements

"$RKT u like that. the next $BKNG rolling up a massive category"
X Link 2026-02-04T13:47Z [----] followers, [----] engagements

"$blnd at $1 i would buy back just to be long Nima"
X Link 2026-02-04T16:37Z [----] followers, [---] engagements

"$snap has become poster child for this bad behavior. 100%. it can theoretically be changed with not that much effort. one of my biggest winners of all time was $znga @markpinc wisely and fairly set the company free and helped accelerate returns and the sale of the company for investors. https://twitter.com/i/web/status/2019090104514470068 https://twitter.com/i/web/status/2019090104514470068"
X Link 2026-02-04T16:46Z [----] followers, [----] engagements

"@dee_bosa haha. i see you doing some research now all your producer assistants going to leave for Point72 and print $"
X Link 2026-02-04T16:47Z [----] followers, [----] engagements

"$EA since the deal at $210 announced. $TTWO $256 - $200 (-22%) $RBLX $141 - $65 (-54%) $U $43 - $25 (-42%) puts $EA in the -20% to -50% range = $105-168 take out range. Well somebody's got to pay $EA i wonder how many levered bets playing for that $210 lock. massive asymmetry was $5 up and then $100 down all at once $EA i wonder how many levered bets playing for that $210 lock. massive asymmetry was $5 up and then $100 down all at once"
X Link 2026-02-04T17:19Z [----] followers, [----] engagements

"@srg444 @A10tion2A10tion @moltbook $EA i shorted it at $203.29. now $197.50. +2.9% gain () but i did it with money i dont have so the return is infinite"
X Link 2026-02-04T19:05Z [----] followers, [---] engagements

"$APP MS NOTE"
X Link 2026-02-04T20:24Z [----] followers, 22.3K engagements

"@MrMojoRisinX $ea one of those funky moments u speak of today"
X Link 2026-02-04T20:43Z [----] followers, [---] engagements

"@Rubbabubub $snap street events flash"
X Link 2026-02-04T21:29Z [----] followers, [---] engagements

"@Rubbabubub $SNAP will beat [----] margin guidance---- clear upside"
X Link 2026-02-04T21:32Z [----] followers, [----] engagements

"$SNAP 60% GROSS MARGINS- already there homies we are going higher in [----]. $SNAP at 8x ebitda power for NTM blended. even with all these headwinds specs etc. two things get u paid multiple expansion (compression) and estimate changes up (down). I think multiple washed. estimates gonna be sneeky perky in 2026-2027. squeezy set up @Rubbabubub $SNAP will beat [----] margin guidance---- clear upside https://t.co/YaXtDCN3yl @Rubbabubub $SNAP will beat [----] margin guidance---- clear upside https://t.co/YaXtDCN3yl"
X Link 2026-02-04T22:08Z [----] followers, [----] engagements

"$SNAP ERIC SHERIDAN u f sob- get into their shorts on SPECS. ask about the f numbers how much cash u gonna burn how is the meetings with PIF going those MFers in or what"
X Link 2026-02-04T22:31Z [----] followers, [----] engagements

"$SNAP PERPLEXITY NON ANSWER- ASK THEM AGAIN DAMMIT"
X Link 2026-02-04T22:35Z [----] followers, [----] engagements

"$SNAP SPECS IS STAND ALONE BRAND - they are gonna spin that out. thats positive"
X Link 2026-02-04T22:43Z [----] followers, [----] engagements

"$SNAP got away with disclosing almost nothing forward looking on that call gotta hand it to them slipped the "punches" more like feeble jabs from sell side. BUT that being said. [--]. they just beat ebitda by 20% in q4 bullish [--]. the full year [----] gross margin goals already being couched as too low beatable etc clearly q1 sign ups for snapchat+ etc probably tracking well especially after the big +71% growth in Q4. so [--]. MARGINS GOING HIGHER. [--]. specs has got to be a stand alone brand stand alone entity they are out there chumming the waters right now from PIF who is in process of blowing the"
X Link 2026-02-04T22:58Z [----] followers, 10.1K engagements

"$SNAP i would do nothing but make apps for the Saudis spin that puppy OFFFFFFFFF and get the drag off the boat pulling that specs anchor. stock +30% the day they kick specs to the curb $SNAP got away with disclosing almost nothing forward looking on that call gotta hand it to them slipped the "punches" more like feeble jabs from sell side. BUT that being said. [--]. they just beat ebitda by 20% in q4 bullish [--]. the full year [----] gross margin goals already $SNAP got away with disclosing almost nothing forward looking on that call gotta hand it to them slipped the "punches" more like feeble jabs"
X Link 2026-02-04T23:03Z [----] followers, [----] engagements

"$SNAP i spoke to one money manager with a very large position relatively speaking- very focused on core profitability +71% growth in Snapchat+ and not much else. seemed happy. hard to push it down further. which means its a long. sorry haters"
X Link 2026-02-04T23:22Z [----] followers, [----] engagements

"$SNAP here is the below cleaned up by CLAUDE lmao $SNAP got away with disclosing almost nothing forward looking on that call gotta hand it to them slipped the "punches" more like feeble jabs from sell side. BUT that being said. [--]. they just beat ebitda by 20% in q4 bullish [--]. the full year [----] gross margin goals already $SNAP got away with disclosing almost nothing forward looking on that call gotta hand it to them slipped the "punches" more like feeble jabs from sell side. BUT that being said. [--]. they just beat ebitda by 20% in q4 bullish [--]. the full year [----] gross margin goals already"
X Link 2026-02-04T23:27Z [----] followers, [----] engagements

"$SNAP BTW if the implied move is +/- 10-15% and we are green doesnt that mean the algos take it to $6.75 tomorrow on the margin upside- i think it does"
X Link 2026-02-04T23:30Z [----] followers, [---] engagements

"$snap my avg is $7.32 thought i bought it well [--] days ago lmao. i feel like mgmt was really holding back on that call. they wanted that call over early and often. something big is brewing. gotta be PIF . i wonder whats gonna happen next. i dont see the stock being at $6 for long something nuclear to take it to the depths or something magically to rip it higher. perplexity language and lack commentary there was ODD- but other i spoke to not reading into it https://twitter.com/i/web/status/2019202890238423287 https://twitter.com/i/web/status/2019202890238423287"
X Link 2026-02-05T00:14Z [----] followers, [----] engagements

"im gonna let this boones farm wine breathe need to gather more intelligence. def not selling at 8x ebitda. but need to gather intel from all the call backs the hand holding is going on right now between $snap mgmt and the sell side sheep and the vanillas. that call back flow is probably what determines the move tomorrow. bias is higher imo on about [--] of [--] factors but how much higher need to see. if this is a rope a dope guide because stock at $5.99 and they gun it in 2H then u might be surprised by what the stock does tomorrow. https://twitter.com/i/web/status/2019206395707453627"
X Link 2026-02-05T00:28Z [----] followers, [---] engagements

"$SNAP somehow i missed this. @markpinc sees $snap as under valued and is buying stock. He would be a great addition to the board or at least a mentor. @evanspiegel you should connect with him. He is uniquely qualified to help you navigate the challenges of controlling the voting power and recapturing trust from shareholders. @diffTTT Not looking smart lately but yes. Holding. Bought another 100k shares yesterday @diffTTT Not looking smart lately but yes. Holding. Bought another 100k shares yesterday"
X Link 2026-02-05T08:58Z [----] followers, [----] engagements

"$SNAP Citizens"
X Link 2026-02-05T13:30Z [----] followers, [----] engagements

"$snap everyone of these analysts loved snap 10x higher in [----]. cracks me up. [--] of them gets it zig when the stock zags buy LOW and SELL high. not buy high sell low"
X Link 2026-02-05T14:18Z [----] followers, [----] engagements

"$SNAP this is a reminder that the models outside of [--] days are useless and nobody can predict the future. the $85 PT and 50% cagr on a multi year basis the $4B bear case ebitda from 2021-2022 era were off by [---] miles. bear case was 14x sales multiple lmao Broken clocks. negativity is deafening. everything is glass fully empty today. https://twitter.com/i/web/status/2019418294244020238 https://twitter.com/i/web/status/2019418294244020238"
X Link 2026-02-05T14:30Z [----] followers, [----] engagements

"$ampl big level back to tariff crash $7 and change. damn they are killing these things"
X Link 2026-02-05T15:51Z [----] followers, [---] engagements

"$KELYB what in gods name is this +665%"
X Link 2026-02-05T15:55Z [----] followers, [----] engagements

"$AMPL down to 2x ARR"
X Link 2026-02-05T19:21Z [----] followers, [---] engagements

"$RBLX cheat sheet - going to be hammering on this thread especially if the #s are good"
X Link 2026-02-05T20:39Z [----] followers, [----] engagements

"$RBLX fwiw was trading around $76 when this report came out and $80 a few days before the report came out which is when the data platform junkies were grinding on it stock now $60 -22% lower so i can only assume expectations have come way down. esp post the $goog worlds drive by shooting of the gaming sector. at $60 i have $RBLX trading around 5x [----] revs (bookings) of $8B (+20%) and maybe 20x a normalized free cash flow on that # using 25% fcf #s (39x actual). feels like an area where $rblx can bounce. that being said no clue how management approaches guidance. stock has been clobbered so"
X Link 2026-02-05T20:47Z [----] followers, [---] engagements

"$RBLX new trading range im going to go with $58 x $128 5-9x +12-24 months bookings at 20% cagr. seems like at $70 maybe there is a little downside near term if they keep vaporizing the market but if u get another hit game and bookings growth trends back over 30% for the year u get back into the $80-90s real quick battle ground stock [---] https://twitter.com/i/web/status/2019544171908833366 https://twitter.com/i/web/status/2019544171908833366"
X Link 2026-02-05T22:50Z [----] followers, [---] engagements

"$RBLX WF takes up 2026e bookings up to +22.1% from +20.7% and 2027e bookings down to +21.9% from +23.1%"
X Link 2026-02-06T13:17Z [----] followers, [---] engagements

"$TDOC down to [--] bucks a "member" calling all Somalian healthcare marketing teams- teledoc is hiring"
X Link 2026-02-06T15:22Z [----] followers, [---] engagements

"$BKKT praying we get one more puke below $10 from market volatility the event path is rich and well defined at this point between here and march. if $CHYM is worth $8B than $BKKT will be worth significantly more. Will become more obvious over time. $BKKT needs subs. Happens in [----] @Blake_Lewis_ $BKKT Akshay would own even more if he could he is always blacked out from buying based on MNPI etc. so many big deals being worked on very hard to get a window to buy the stock. The only sellers are short sellers and there is very little supply- look at today all shorts @Blake_Lewis_ $BKKT Akshay"
X Link 2026-02-06T16:40Z [----] followers, [----] engagements

"$BKKT another caty on the event path that i think can help contextualize and make the Bakkt valuation framework better defined will be the Revolut IPO. keep an eye on that one as well. https://www.revolut.com/ https://www.revolut.com/"
X Link 2026-02-06T16:53Z [----] followers, [---] engagements

"$TDOC has [---] million members $2.5B in revs and generates $220M+ in FCF. $TDOC trades at 0.5x sales and 5.7x FCF. BetterHelp is bleeding users and everyone's focused on that. Meanwhile the Integrated Care segment grew mental health visits 13% last quarter and runs at 17% EBITDA margins. Wall Street priced this like a dying business. But [---] million members is a network. Networks don't die quietly. They either collapse or compound. Earnings drop Feb [--]. If BetterHelp's insurance rollout (now in [--] states targeting national by late 2026) shows real conversion numbers this re-rates violently. At"
X Link 2026-02-06T17:56Z [----] followers, [----] engagements

"@GothamResearch $IBM paging @RealJimChanos for re-explanation of how they manufacture free cash flow for the sell side models"
X Link 2026-02-09T13:20Z [----] followers, [---] engagements

"@GothamResearch is $IBM the same as $KD only much larger"
X Link 2026-02-09T13:21Z [----] followers, [----] engagements

"$RBLX how long until the next viral mega hit Isn't Metain just Claude We get this a lot. Here's the difference: Claude Opus [---] has to search the internet for Roblox answers then you copy-paste the code and hope it works. Metain IS Opus [---] but with every Roblox API Luau best practice UI pattern and game system https://t.co/4r0XTQ43ac Isn't Metain just Claude We get this a lot. Here's the difference: Claude Opus [---] has to search the internet for Roblox answers then you copy-paste the code and hope it works. Metain IS Opus [---] but with every Roblox API Luau best practice UI pattern and game"
X Link 2026-02-09T14:22Z [----] followers, [---] engagements

"$cvna does it become harder and harder to own this after all the forensic accounting reports showing [--] card monte the political capital u have to expend to own this against that reporting has to be going way up. brain damage for hedge fund longs. and yet stock back over $400"
X Link 2026-02-09T14:47Z [----] followers, [----] engagements

"I miss the old $WDAY"
X Link 2026-02-09T14:57Z [----] followers, [----] engagements

"$WDAY might as well merge with $ORCL and get it over with and $CRM with $MSFT I miss the old $WDAY https://t.co/14orA5as7s I miss the old $WDAY https://t.co/14orA5as7s"
X Link 2026-02-09T14:59Z [----] followers, [----] engagements

"$RBLX nothing makes me happier than seeing Roblox fuck up some shorts [--] days after earnings. Go Roth 🚨🔼Roth Capital upgraded Roblox $RBLX to Buy from Neutral with a price target of $84 up from $78. The firm is more positive on the shares due to Roblox's better than expected [----] bookings guidance and over 20% bookings growth outlook annually over the next several years. The https://t.co/cspCpQH4so 🚨🔼Roth Capital upgraded Roblox $RBLX to Buy from Neutral with a price target of $84 up from $78. The firm is more positive on the shares due to Roblox's better than expected [----] bookings"
X Link 2026-02-09T15:01Z [----] followers, [---] engagements

"$WDAY GUGG FLASH on CEO- but we cant help to wonder if this transition would take place if the core business trends were starting to improve again. Although WDAY reaffirmed its F4Q26 and full-year guidance the timing of this CEO transition (the start of FY27) likely wont help assuage investor concerns around organic growth and AI headwinds in addition to FY27 guidance https://twitter.com/i/web/status/2020894465188409851 https://twitter.com/i/web/status/2020894465188409851"
X Link 2026-02-09T16:16Z [----] followers, [---] engagements

"$BKKT gonna provide the tech to some big network- incoming caty get ready I'm so excited to share that we are acquiring the financial services app @step Nobody taught me about investing building credit or managing money when I was growing up. That's exactly why were joining forces with Step I want to give millions of young people the financial I'm so excited to share that we are acquiring the financial services app @step Nobody taught me about investing building credit or managing money when I was growing up. That's exactly why were joining forces with Step I want to give millions of young"
X Link 2026-02-09T19:30Z [----] followers, [----] engagements

"$SNAP no wonder the stock got smoked into earnings LMAO Instagram is internally testing a new Snapchat rival app BI $SNAP Instagram is internally testing a new Snapchat rival app BI $SNAP"
X Link 2026-02-09T19:33Z [----] followers, [----] engagements

"$snap that validates the value of snaps [--] billion mau tho Instagram is internally testing a new Snapchat rival app BI $SNAP Instagram is internally testing a new Snapchat rival app BI $SNAP"
X Link 2026-02-09T19:33Z [----] followers, [----] engagements

"@Mabiverse123 i think deal will be similar / analogous type of network in terms of size / scope if $bkkt can grab 1-2-3% of a network that size for users of app could be worth billion(s) in market cap. eyes and ears peeled on this"
X Link 2026-02-09T20:00Z [----] followers, [---] engagements

"$BKKT Mr Beast CEO Jeff Housenbold was at Softbank and overlapped with Akshay . interesting playbooks might share similar views $BKKT gonna provide the tech to some big network- incoming caty get ready $BKKT gonna provide the tech to some big network- incoming caty get ready"
X Link 2026-02-09T20:20Z [----] followers, [----] engagements

"everything is always positive for $snap lmao. ok. but . this story has def been leaked and out there today and before given who reported on it. stock not showing any reaction. there comes a point where stocks get immune to bad news. $snap has been getting crushed lately 41% drop in straight line since the good week to start the year https://twitter.com/i/web/status/2020963316877668390 https://twitter.com/i/web/status/2020963316877668390"
X Link 2026-02-09T20:49Z [----] followers, [---] engagements

"$BKKT love this. claude lmao"
X Link 2026-02-09T20:59Z [----] followers, [----] engagements

"@RaceToMillions $snap i think every stock has its price where it makes sense to take a shot. and snap is at that price in my opinion"
X Link 2026-02-09T21:16Z [----] followers, [---] engagements

"$bkkt Gen Z trusts creators more than banks"
X Link 2026-02-09T21:22Z [----] followers, [---] engagements

"@QTRResearch @GothamResearch the litmus is somalian fraud. if somalian fraud is ok. $cvna is ok"
X Link 2026-02-09T22:48Z [----] followers, [----] engagements

"$CVNA Top [--] stocks in the Russell [----] that were most positively correlated to our Liquidity Indicator over the past five years (BBG Ticker: WFPROLIQ INDEX) Exhibit [--] - Wells Fargo Anti-Liquidity Basket"
X Link 2026-02-10T00:14Z [----] followers, [---] engagements

"if the world in software was a complete disaster i would expect a name like $GTM to have worse guidance. doesnt seem that far off the mark. SAAS / IT services complex about 40% of revenues and not missing really"
X Link 2026-02-10T00:20Z [----] followers, [---] engagements

"agree $snap stock price approaching your going to lose the locker room type levels. embarrassing for everyone. biggest technology spending boom of all time AI improving regulatory posture etc and $snap is on its ass. evan should just step aside and let an operator who has generated real shareholder value start running day to day. market has voted. he has to do something different they are taking him lower if he doesnt. execute on the spectacles spin get margins up clean up the governance the billion users is a massive accomplishment hes done quite a bit but at this point hes going to be up"
X Link 2026-02-10T00:35Z [----] followers, [---] engagements

"$SNAP how does business insider have 4m followers and this article about $META cloning $SNAP have literally no retweets and no comments and 3.8k impressions. this was out [--] hours ago should be a massive story. seems pretty obvious it was leaked and help exacerbate the precipitous drop in the stock the past [--] weeks before earnings. im just confused how the tweet has so little reach. i know business insider is a joke of a publication but shouldnt this story have more views or at least a singe comment in half a day https://twitter.com/i/web/status/2021026581443985736"
X Link 2026-02-10T01:01Z [----] followers, [----] engagements

"@Bob382475496782 @MultiMismanaged @evanspiegel Its a little unfair. Gopro is not a real company. Nick woodman poster child for bad governance tho"
X Link 2026-02-10T01:43Z [----] followers, [---] engagements

"06:31 ET 2/10/26 StreetAccount $SNAP Snap upgraded to buy from neutral at Arete Research ($5.19) Target is $7.30 41% upside (FactSet average target $8.36; range $4-15)"
X Link 2026-02-10T11:54Z [----] followers, [----] engagements

"why isnt $SNAP crashing precipitously on the $META internal clone story because the business insider article was leaked weeks ago into earnings. 06:31 ET 2/10/26 StreetAccount $SNAP Snap upgraded to buy from neutral at Arete Research ($5.19) Target is $7.30 41% upside (FactSet average target $8.36; range $4-15) 06:31 ET 2/10/26 StreetAccount $SNAP Snap upgraded to buy from neutral at Arete Research ($5.19) Target is $7.30 41% upside (FactSet average target $8.36; range $4-15)"
X Link 2026-02-10T13:26Z [----] followers, [----] engagements

"$SNAP on the follow up call they got asked about 9x on perplexity and simply would not elaborate beyond they excluded it from q1 guidance and that the oppy is really big and they want to get it right and they are deciding if they can accommodate the additional requests from perplexity- the deal sounds like its dying to me. i think $snap has the power here vs perplexity because they have the billion users. $snap should be getting much more than $400M from whichever AI tool they integrate into the platform. access to 1B users is worth a lot more than $400M if the perplexity deal is dead / dying"
X Link 2026-02-10T13:48Z [----] followers, [----] engagements

"$SNAP on the follow up call back that investors are excluded from perplexity deal etc (2/3)"
X Link 2026-02-10T13:48Z [----] followers, [---] engagements

"$SNAP on the follow up call back that investors are excluded from perplexity deal etc (3/3)"
X Link 2026-02-10T13:48Z [----] followers, [---] engagements

"there are some FAT set ups in security right now. I estimate we're only a couple of weeks from an extremely serious security issue within a company resulting from using one of these AI assistants They're being given full access to secrets and tooling and now we find they're accessible to the public internet Fun times ahead I estimate we're only a couple of weeks from an extremely serious security issue within a company resulting from using one of these AI assistants They're being given full access to secrets and tooling and now we find they're accessible to the public internet Fun times ahead"
X Link 2026-02-10T15:54Z [----] followers, [----] engagements

"@Carflos223Matos $s"
X Link 2026-02-10T16:05Z [----] followers, [---] engagements

"@MultiMismanaged it. is. wild. best part is how many different ways there are to structure the investment. $snap"
X Link 2026-02-10T17:14Z [----] followers, [---] engagements

"@InvestorGekko $snap there will be more. "We've always been a multi-cloud or multi-model company in terms of how we think about approaching things like this.""
X Link 2026-02-10T17:41Z [----] followers, [----] engagements

"$SNAP Spiegel stated on Q3 call that API work being done to support Perplexity "will also support other partners over time" indicating Snap views this as the first of potentially multiple AI agent distribution partnerships. AI MAKES THE NETWORK MUCH MORE VALUABLE. @InvestorGekko $snap there will be more. "We've always been a multi-cloud or multi-model company in terms of how we think about approaching things like this." https://t.co/nVugbtvLHO @InvestorGekko $snap there will be more. "We've always been a multi-cloud or multi-model company in terms of how we think about approaching things like"
X Link 2026-02-10T17:43Z [----] followers, [----] engagements

"$bkkt there is some heavy action that bakkt is a zero. fundamental analysis will make u hate it. but small float and mgmt team that is swinging for the fences so theres that. if they do scrappy deals it can work. they need to get aligned with some big networks to acquire users. [--] trading sessions until the analyst day. [--] of those sessions likely to be big news days. the more days that pass the more binary it gets into that event. very little borrow no real institutions can short it. short trap. https://twitter.com/i/web/status/2021324763528888446"
X Link 2026-02-10T20:45Z [----] followers, [---] engagements

"@MinotaurStocks $CMRC next 👀"
X Link 2026-02-10T23:22Z [----] followers, [----] engagements

"thats why it costs $2.5B to build a destroyer. fucking insane. $GD The defense industrial base is rotted out so badly." "Think about the incentive structures over the last three decades. If you're Lockheed and I'm your supplier and you're on cost-plus you're incentivized to have me charge you more for a component. And if you're the tier-two https://t.co/n2b9rRD6hY The defense industrial base is rotted out so badly." "Think about the incentive structures over the last three decades. If you're Lockheed and I'm your supplier and you're on cost-plus you're incentivized to have me charge you more"
X Link 2026-02-11T01:14Z [----] followers, [---] engagements

"$JMIA if u own this u are a sick bastard and this buds for you"
X Link 2026-02-11T01:35Z [----] followers, [----] engagements

"$ZS has gotten rocked damn $325 to $177 in a few months nasty"
X Link 2026-02-11T01:44Z [----] followers, [----] engagements

"$snap sbc not "that" bad in past year. its all about making money can they get the stock to work. that solves everything. old enough to remember $crm getting killed on sbc by bears for years i guess difference was the stock worked much better it did blow up badly immediately after the ipo. $meta been better about it. https://twitter.com/i/web/status/2021404620212301841 https://twitter.com/i/web/status/2021404620212301841"
X Link 2026-02-11T02:03Z [----] followers, [---] engagements

"$CMRC odds of activist involvement approaching all time highs. The report thurs marks approximately a year since the big deep dive guidance (march 2025). Since that time [--]. Stock -50% [--]. Mgmt has completely backed away from long term guidance with no explanation [--]. Continued to waste shareholder money with too much marketing spend and not enough revs growth and or new product [--]. Done a rebrand that seems to have no positive impacts [--]. Governance remains bloated @MinotaurStocks $CMRC next 👀 @MinotaurStocks $CMRC next 👀"
X Link 2026-02-11T03:25Z [----] followers, [----] engagements

"Travis needs to pivot the entire conversation on how he have his smartest guys using AI to build interesting new stuff he can sell into his installed base. He has some advantages vs a start up () he has a public currency but its rapidly approaching zero. He seems like a smart guy smarter than me. Why is he wasting time on keeping commerce weird episodes. Is it an elaborate hoax so we dont think he actually gets it ans he can sneak up on shopify $cmrc https://twitter.com/i/web/status/2021504721630973966 https://twitter.com/i/web/status/2021504721630973966"
X Link 2026-02-11T08:40Z [----] followers, [--] engagements

"$snap it seems very over done on a variety of hard metrics. but not really about that right now. part of the software forest fire. *growth concerns negative dau. *margin expansion not really surfacing yet leaving cash flow / ebitda calculations still somewhat at risk for lower moves. *they fck people on the perplexity disclosures. *bad governance and excessive stock comp esp relative to underlying stock constant negative performance. just a lot there. i think most of these issues have now become embedded call options lots of it is easy to fix. need evan to change hes still so young insulated."
X Link 2026-02-11T17:41Z [----] followers, [---] engagements

"$meta accounting matters again god help us chanos matters again finally been a long time since [----] $META Meta Platforms' auditor raises concerns on $27B off-balance sheet data center project - media report ($665.53 -$5.20)"
X Link 2026-02-11T18:06Z [----] followers, [---] engagements

"BTC that chart is fugly. $MSTR ooof $mara $sbet this feels like some semi permanent damage. what makes these work again next fed ZIRP session which we know is coming"
X Link 2026-02-11T18:34Z [----] followers, [---] engagements

"$path where is support $9-10 / share"
X Link 2026-02-11T18:36Z [----] followers, [---] engagements

"@Stonefoxcapital i dk just did a quick scan of the $pins q3 10q 10K and proxy and did not see a disclosure. looks like principal accountant fees in the same ball park $10m annually"
X Link 2026-02-11T18:46Z [----] followers, [---] engagements

"$U still a buy (just worth 40% less) must be working on a deal"
X Link 2026-02-11T21:22Z [----] followers, [----] engagements

"$FSLY THAR SHE BLOWS +36% FEAR NOT SAAS SHITCO LOVERS"
X Link 2026-02-11T23:32Z [----] followers, [---] engagements

"@gurusfo Maybe buying opp though"
X Link 2026-02-12T06:14Z [----] followers, [---] engagements

"@zoomyzoomm @chamath That is dirty. At bottom of 75% drawdown in meta bc zuck was blowing billions on metaverse jungle ads. Give zuck credit. Cut spend. Ripped cash flow. Ripped stock. When will spiegel learn. $meta $snap"
X Link 2026-02-12T07:00Z [----] followers, [----] engagements

"@zoomyzoomm @chamath The best way to short chatgpt and scam altman is to short $msft now. $msft going much lower"
X Link 2026-02-12T07:05Z [----] followers, [---] engagements

"$bkkt has memed before right after the honorable @mikealfred joined. Akshay is smart to have the atm vehicle in place to fortify or strengthen the balance sheet if/when oppys present. I detect a boot strapping scrappiness to the plan. It wont be easy to grow without spending money. AN does not have the currency or bloated capital like Chime to do it. Have to drink your own urine or competitors blood. If stock spikes to $50 on a clever distribution partnership. By all means sell 1M shares and raise $50 million. Well see what hes able to pull off. Maybe a celeb like a Mr Beast prototype would"
X Link 2026-02-12T07:38Z [----] followers, [---] engagements

"@RajeevSura @jwat_5 @mikealfred they already preannounced q4 results. i think if u go back and look at when they announced the date of q4 earnings last year it will be on the same schedule. i would not read into that"
X Link 2026-02-12T14:57Z [----] followers, [---] engagements

"$meta probably going back to $500 which makes it harder to own $snap i guess. the relative metrics are eye popping that delta is a huge oppy for evan spiegel to close the gap much of the governance stuff is within his control and would help him recapture a significant % of the gap in percentage terms. still huge oppy there on monetization. AI is def not going to make me stop using instagram and im sure similar for those addicted to $snap. being on a billion phones such a powerful thing. feels like very late innings here but not sure what flips it. spiegel wont change governance set up he is"
X Link 2026-02-12T16:28Z [----] followers, [---] engagements

"$snap i am just going to keep buying $5 leaps. 12-24 months going to be 10-20x"
X Link 2026-02-12T16:38Z [----] followers, [----] engagements

"$geo the ebitda # has always been $500m for [----] for those doing the work. Street needs to reset models. The dream of ATD monitoring is now dormant but it will come back if democrats get back in power. There is huge money to be made giving away tax payer funded services to the illegal migrant complex and $geo will get dragged along democrats have no plan the program is in place. In any event they make $500 million a year come hell or high water. And they will make more once trump leaves and the funnel is turned back on. $geo makes more under democrats than republicans. Big question is"
X Link 2026-02-12T17:28Z [----] followers, [----] engagements

"$AMPL we see you @spenserskates make us look smart @jaykreps Data volume reporting for duty @jaykreps Data volume reporting for duty"
X Link 2026-02-12T18:01Z [----] followers, [---] engagements

"$AMPL CLAUDE LIKES IT. WORTH 2-5X"
X Link 2026-02-12T18:37Z [----] followers, [---] engagements

"$AMPL all about this right here. Net New ARR for the homiez. Key Risks to Monitor Competition from AI-native entrants (Statsig/OpenAI Posthog) though Amplitudes enterprise scale and breadth are difficult to replicate. Margin investment may delay profitability if the company prioritizes market share. Multi-product and enterprise adoption could stall against harder comps in late [----]. Macro weakness could slow the pace of new digital product development reducing data ingestion growth. Terminator 1-2 could vibe code it https://twitter.com/i/web/status/2022017339479265497"
X Link 2026-02-12T18:37Z [----] followers, [---] engagements

"@cleanmoney86 i think in that order"
X Link 2026-02-12T19:39Z [----] followers, [--] engagements

"@fl1xus yeah it might take [--] qtrs of good net new arr but i think if they can grow over 20% and leading KPIs look good can capture a big % return from the destruction of the past week. trust in SAAS right now is zero. hard to figure out which of these fallen angels to load up on $AMPL"
X Link 2026-02-12T20:06Z [----] followers, [--] engagements

"$CMRC i am not selling here maybe u only make 20% on the take under scenario. but i think this might be the end for this stock. $TDC situation has been cleaned up and now this one seems obvious if u look who owns all the debt. crazy sht is listening to that call the guidance for profits was so far above consensus and free cash flow u would think they would lead with that. like pivot the entire conversation to free cash flow. nothing else matters. how much cash can u generate. can u grow it. whats the current multiple. the wild sht is these guys will probably keep selling their shares at 3x"
X Link 2026-02-12T20:09Z [----] followers, [---] engagements

"$CMRC if they generate $0.60 per share of free cash flow this year thats a 25% free cash flow yield why dont they just paid a dividend i mean fuck it then i might really buy some pay me a 10% divvy baby fck feedonomics growth ambitions just keep running australian gourmet dog food sites and pay me a divvy https://twitter.com/i/web/status/2022041409155399810 https://twitter.com/i/web/status/2022041409155399810"
X Link 2026-02-12T20:13Z [----] followers, [---] engagements

"he should merge with $box and @levie and then we can have even more rad nerds per share. $AMPL is a total nerd fest which i love. i think $box has some super nerds too. keep storing all that data in the cloud and keep pumping out AI apps. new KPI is to increase NERDS PER SHARE TO INFINITY. nerds nerds nerds https://twitter.com/i/web/status/2022043304846663754 https://twitter.com/i/web/status/2022043304846663754"
X Link 2026-02-12T20:21Z [----] followers, [---] engagements

"Time for $AMPL and $BOX merger. Thesis: MORE NERDS @fl1xus @spenserskates he should merge with $box and @levie and then we can have even more rad nerds per share. $AMPL is a total nerd fest which i love. i think $box has some super nerds too. keep storing all that data in the cloud and keep pumping out AI apps. new KPI is to increase NERDS PER SHARE TO https://t.co/GjQFBH3U4A @fl1xus @spenserskates he should merge with $box and @levie and then we can have even more rad nerds per share. $AMPL is a total nerd fest which i love. i think $box has some super nerds too. keep storing all that data"
X Link 2026-02-12T20:22Z [----] followers, [---] engagements

"@JG_Nuke @LKPreserve Meh. One hand washes the other. All that matters is big tam and moar ebitda"
X Link 2026-02-12T20:31Z [----] followers, [--] engagements

"$TDOC please get a SOMALIAN replacement we need govt money Item [----] Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On February [--] [----] Mr. Thomas G. McKinley notified Teladoc Health Inc. (the Company) of his intention to retire from the Board effective as of February [--] [----]. Mr. McKinley has been a director of the Company since [----] and the Company thanks him for his dedicated service. Mr. McKinley has indicated that he is retiring from the Board for personal reasons and not because of any"
X Link 2026-02-12T21:39Z [----] followers, [---] engagements

"$snap i have entered sold reentered sold the common [--] times since $7.50. the call options remain Entered $SNAP $4.99 and $PINS $15.28 Entered $SNAP $4.99 and $PINS $15.28"
X Link 2026-02-12T21:41Z [----] followers, [----] engagements

"yeah this is just black box sht. $cvna has some fakey kpi's "GPU" actually sounds like graphics processing unit but its some hoakey profit per shtbox sold and the ebitda which is just [--] card monte and fake. its pretty wild. such an elaborate series of steps over decades to get that flow chart of funk to this point. they are SELLERS of the worthless equity showering it down on people over and over and over. the whole tape but these guys are elite $CVNA is a profit hoax https://twitter.com/i/web/status/2022066938570997885 https://twitter.com/i/web/status/2022066938570997885"
X Link 2026-02-12T21:55Z [----] followers, [---] engagements

"@LKPreserve @JG_Nuke $cvna literally the 1st guy that dad hires on the new car roll up is his co conspirator on the ghost loan [--] card monte from the savings. u dont do that unless ur are gonna run it super hot"
X Link 2026-02-12T21:58Z [----] followers, [---] engagements

"@boat_eth im just talking smack i dont think so either. but i just cant analyze btc other than technical ranges at least with SAAS shtcos i know there is a floor at 1x cash flow like $cmrc"
X Link 2026-02-12T22:05Z [----] followers, [---] engagements

"@LKPreserve @JG_Nuke yeah its alibaba but home ground. good luck on the unwind. once the run on the bank starts it will cascade to zero $cvna all confidence"
X Link 2026-02-12T22:07Z [----] followers, [---] engagements

"@LKPreserve @JG_Nuke by the time $cvna gets to $200 they are just gonna halt it"
X Link 2026-02-12T22:12Z [----] followers, [---] engagements

"i have [----] $snap calls. all sizzling red gonna get to [----] calls soon. if it goes to $20 ill make $2.8 million or something if fully loaded. going out to jan '27-28 with $5s $6s $7s"
X Link 2026-02-12T22:24Z [----] followers, [---] engagements

"$SNAP layoffs. rough AI slop. have not double checked these #s. the multiples are wild $snap should not be at that big of a discount @FlexInvest7 $snap i think that evan probably has a better sense of this in his R&D dept than most cos he is quoting specific guess # on the % of code being written with AI etc he has said he only has like [--] designers or whatever i forget which interview i heard that in they only have 5k @FlexInvest7 $snap i think that evan probably has a better sense of this in his R&D dept than most cos he is quoting specific guess # on the % of code being written with AI etc"
X Link 2026-02-12T23:09Z [----] followers, [----] engagements

"@Jack64128896 whats ur take u adding that back to the run rate profits feels like the ebitda # can go up up up if they start running this thing tight"
X Link 2026-02-12T23:25Z [----] followers, [---] engagements

"$voo this has to be the most obvious 5-10% drop waiting to happen. giant holes everywhere. huge swathes of destruction underneath. and every indexed boomer is not down lmao. Sp needs a 10% drop to account for the AI deflation and job destruction"
X Link 2026-02-13T01:11Z [----] followers, [----] engagements

"i mean whatever pick the etf right im just saying this thing how is it not down. every single boomer is completely loaded in $voo like instruments. this trade is so crowded. $msft is about to blow a tire with openai mistake. $aapl is nowhere in ai. $meta is trading at 25x multiple of other social network platforms. $nvda $googl ok i love that $voo has class a and class c google whats the rationale for that makes it seem more diversified lmao. i think we could have major indexes drop and all the software stocks that are down 50-75% could outperform. i could argue that software is better"
X Link 2026-02-13T13:23Z [----] followers, [---] engagements

"$s i dk but according to the survey work they made the quarter. if they hire a good cfo and have a decent net new ARR # that shows growth i would think there is good money to be made here. i am long leaps to take the timing out of it. $10 strike calls. gonna be there when this thing gets bought 100% higher. https://twitter.com/i/web/status/2022327571266883683 https://twitter.com/i/web/status/2022327571266883683"
X Link 2026-02-13T15:10Z [----] followers, [---] engagements

"@MultiMismanaged agree completely. Nima Ghamsari is worth buying $BLND just for him. $RKT should buy it. or any company that needs a real ceo who understands technology and is not afraid to run straight into a brick wall 100x to win"
X Link 2026-02-13T15:16Z [----] followers, [---] engagements

"$MSTR BTC is hanging around at $68K i have the $100K rally cap on today i have not worn it since [----]. we are getting closer. think about how fucked up the mainstream is gonna be when @saylor is worth like $30 billion and he rolls his financing. that sht is going to really make me laugh. the CNBC anchors and the shorts are like we finally fcking got him but then ZIRP and all the banks making so much f money off his capital stack keep him rolling without a hitch. its going to legit make people lose their sht. i think saylor is just too smart for these people. like way too smart. his achilles"
X Link 2026-02-13T15:25Z [----] followers, [--] engagements

"@DegenLaneCap @MultiMismanaged the dude is literally trying to rewrite the entire banking industry with his bare knuckles. $blnd might not be the next $10B company i am just saying he is worth buying out $BLND for $500M or something"
X Link 2026-02-13T15:27Z [----] followers, [---] engagements

"I cant believe $meta AI gives me this over and over. Cmon $SNAP u got this"
X Link 2026-02-13T19:16Z [----] followers, [---] engagements

"@Polymarket @KobeissiLetter this contract is a buy. all day. move to 40c by March 15th"
X Link 2026-02-13T20:48Z [----] followers, [---] engagements

"buy. @KobeissiLetter 21% chance of a NYSE circuit breaker this year. https://t.co/fhi023e7NE @KobeissiLetter 21% chance of a NYSE circuit breaker this year. https://t.co/fhi023e7NE"
X Link 2026-02-13T20:49Z [----] followers, [---] engagements

"$SNAP oppy to create shareholder value is immense given the size of the user base (1 Billion) and the low monetization (1/5th $meta). Evan Spiegel knows this and I think is in great position to use AI to really get the $SNAP network firing on all cylinders"
X Link 2026-02-16T15:10Z [----] followers, [----] engagements

"cant give away: $RNG $LSPD $CMRC $UDMY $FIVN huge drawdowns vs [--] week highs and under 2x revs"
X Link 2025-11-24T14:00Z [----] followers, [---] engagements

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