@CVCResearch Avatar @CVCResearch CVC Group AG

CVC Group AG posts on X about $soun, $smci, $tsla, $vmeo 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 39.05% finance 18.1% technology brands 18.1% cryptocurrencies 17.14% automotive brands 6.67% countries 3.81% social networks 2.86% currencies 2.86% exchanges 0.95% travel destinations 0.95%

Social topic influence $soun 9.52%, $smci 8.57%, $tsla 6.67%, $vmeo 5.71%, $flex 4.76%, $uctt 4.76%, growth #3737, insider 3.81%, company 3.81%, $adtn 3.81%

Top accounts mentioned or mentioned by @pulpoinspace @sprucepointcap @akramsrazor @starstuffweare @quartrapp @benioff @cimjramer @clocktowercap @micsolana @randpaul @winsteadscap @larryjamieson @chetrades @jamiemkeynes @riskzilch @gomancitypaul @tidefallcapital @jfishback @davidein @scorpionfund

Top assets mentioned SoundHound AI, Inc. Class A Common Stock (SOUN) Super Micro Computer, Inc. Common Stock (SMCI) Tesla, Inc. (TSLA) Flex Ltd. Ordinary Shares (FLEX) Coldstack (CLS) SeaPad (SPT) Alibaba Group (BABA) Palantir Technologies Inc. (PLTR) Alphabet Inc Class A (GOOGL) Metadium (META) Affirm Holdings, Inc. (AFRM) Symbotic Inc. Class A Common Stock (SYM) Nextracker Inc. (NXT) Sunrun Inc (RUN) Lam Research Corporation (LRCX) Applied Materials, Inc. (AMAT) NVIDIA Corp. (NVDA) Ciena Corporation (CIEN) CALIX, INC. (CALX) Nokia Corporation (NOK) Grayscale BTC ETF (GBTC) Adobe, Inc. (ADBE) Mario Coin (COIN) Shoals Technologies Group, Inc. (SHLS) SolarEdge Technologies, Inc. (SEDG) First Solar, Inc. (FSLR) Enphase Energy Inc (ENPH) Yum China Holdings, Inc. Common Stock (YUMC) Assured Guaranty, LTD (AGO)

Top Social Posts

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

"Anyone else think $SPT at 1.2x Sales for 10% top line growth 10% FCF margins is really interesting I get that all of software is a zero but what if its not 🤔 Ive been buying this one since November $SPT +5.7% post-market on low volume. CEO buys $1M in shares. This comes after co-founder Aaron Rankin purchased $1M a few weeks ago. FWIW my buyout bets post pitched $SPT as a prime [----] buyout target and called for planned insider buys to act as a margin of safety 🤣🤣(which https://t.co/RNB09DNnbh $SPT +5.7% post-market on low volume. CEO buys $1M in shares. This comes after co-founder Aaron"
X Link 2026-01-14T00:32Z 10.7K followers, [----] engagements

"Green shoots🌿 at $CMRC 🤔"
X Link 2026-02-13T19:32Z 10.7K followers, [---] engagements

"$SPT now 0.8x Sales 1x GP 8x FCF crazy cheap for double digit growth and expanding margins Big insider buying Just pre'd upside to Q425 in 8-K (report 2/26) CFO departure a nothingburger imo Founder B shares conv to common in Dec - potential activism https://x.com/Shmompounder/status/2022516823564951946s=20 @CVCResearch Willing to expand on your thoughts on $SPT https://x.com/Shmompounder/status/2022516823564951946s=20 @CVCResearch Willing to expand on your thoughts on $SPT"
X Link 2026-02-16T05:35Z 10.7K followers, [---] engagements

"$SPT has been the subject of reported acquisition interest multiple times including as recently as [--] months ago ( $ADBE ) Ultimately I think this company gets sold much higher than here Net cash balance sheet and is generating a lot cash. I'd like to see a buyback announcement"
X Link 2026-02-16T05:35Z 10.7K followers, [---] engagements

"Jan '24 +12.1% (vs S&P [---] TR +3.3%) Longs added +6.7% Shorts +5.4% $SMCI contributed +642bps in the month 🔥 Short winners: $TSLA +0.49% $COIN +0.44% $AFRM +0.38% $AEHR +0.37% $SYM +0.35% Exposure: Long 153% Short (67%) 86% net"
X Link 2024-02-01T04:42Z [----] followers, [---] engagements

"$FLEX Buyback Machine The company bought back $275M last quarter will do $500M this quarter. Market cap here is $10.5B so this is a serious clip. Trading at 11x adj EPS these aggressive buybacks continue to be nicely accretive"
X Link 2024-02-01T07:54Z 10.2K followers, [----] engagements

"Per guidance $FLEX will be doing $2.20 in annualized adj EPS in the Mar '24 quarter. Absent the $2.3B in buybacks in the trailing [--] years I estimate annual adj EPS would have only been $2.00 or 10% lower. $FLEX management = capital allocation stars 👏👏"
X Link 2024-02-01T08:23Z [----] followers, [---] engagements

"One year performance of solar stocks. One does not look like the others. And this chart is before the 20% earnings pop in $NXT. $NXT has executed great in an otherwise tough solar market. Been a goldmine for $FLEX holders. $tan $fslr $shls $enph $run $sedg $spwr"
X Link 2024-02-01T09:36Z 10.2K followers, [---] engagements

"@Quartr_App long Alphabet Amazon Alibaba short Tesla"
X Link 2024-02-04T18:57Z [----] followers, [---] engagements

"$BABA has been the most aggressive on buybacks maybe they get more aggressive. Hugely accretive here: $71 stock $30/sh cash & inv $19/sh LT investments $8+ T12 EPS (8x P/E) $10+ T12 FCF/sh (4x EV/FCF) Up the buyback from $10B-$20B-$25B/yr and the valuation will fix itself"
X Link 2024-02-05T08:33Z [----] followers, [---] engagements

"$YUMC plans to double its buybacks y/y in CY24 from $613M to $1.25B. Need to see a lot more of this in China. $BABA next buyback $10B/yr-$20B 🤔"
X Link 2024-02-07T06:08Z [----] followers, [---] engagements

"patriots in control 🫡 $smci"
X Link 2024-02-15T22:16Z 10.2K followers, [---] engagements

"@pulpoinspace Hi thanks No I haven't really written anything on $UCTT recently. They're a supplier to primarily $LRCX & $AMAT - I expect it to continue working as the semicap cycle picks up. One of my favorite names. It can probably still double from here based on peak EPS of $6-$8"
X Link 2024-02-16T06:23Z [----] followers, [---] engagements

"@pulpoinspace I wouldn't necessarily expect that from $UCTT. $LRCX & $AMAT are still working down inventory. I could actually see CY24 numbers coming down somewhat. I'm more bullish on CY25 for them than I am about the near term results"
X Link 2024-02-16T23:17Z [----] followers, [--] engagements

"My hot takes on this $SMCI raise: - Any CFO that gets talked into doing a convert+capped call txn by the bankers is a moron - They needed to raise $500M-$1B from somewhere to fund WC for the ramp they've guided thru Jun qtr - raising $1.5B could imply $6B+ in Jun vs $4.8B guide Breaking: Super Micro Computer $SMCI announces new $1.5 billion convertible bond offering and has entered into privately negotiated capped calls Option to increase offering by $225 million Breaking: Super Micro Computer $SMCI announces new $1.5 billion convertible bond offering and has entered into privately negotiated"
X Link 2024-02-21T23:21Z [----] followers, [----] engagements

"I tried out the product too 🤣"
X Link 2024-02-27T04:11Z [----] followers, [---] engagements

"Since I first bought $AGO in [----] FD share count is down from 152M to 56M. With another $500M in buybacks planned for [----] they should exit this year around 50M S/O. Buying $AGO in the carnage. Market massively misunderstanding 1) eventual PR debt haircut and potential liability 2) reserves already taken Buying $AGO in the carnage. Market massively misunderstanding 1) eventual PR debt haircut and potential liability 2) reserves already taken"
X Link 2024-02-28T20:38Z 10.2K followers, [---] engagements

"$SOUN has been on quite the tear lately but has anybody actually looked at this thing closely They grew revenue 19% y/y in Q323 but that included a 1x rev recc from a contract modification with a Korean customer (Hyundai probably). Absent this revenue was down -29% y/y in Q3"
X Link 2024-02-29T01:23Z [----] followers, [----] engagements

"Lots of good stuff here but my main takeaways are top line guidance is not nearly as bad as headline suggests and $CRM is controlling SBC a lot better than their miscreant peers. Valuation is reasonable. $CRM / @Benioff reported consistent growth in-line w/ the street w/ expanding margins ahead of the street. Story is getting better on improved execution / AI and numbers should be moving higher over this year. Risk / reward is decent here. Upside of 30% to 44x my CY2025 GAAP https://t.co/B15O3DnjC7 $CRM / @Benioff reported consistent growth in-line w/ the street w/ expanding margins ahead of"
X Link 2024-02-29T07:35Z [----] followers, [---] engagements

"$VMEO launches new AI-powered video hub Vimeo Central 👍"
X Link 2024-02-29T20:18Z [----] followers, [---] engagements

"Imagine owning unprofitable SBC scams like $AI and $SNOW as your AI plays at 10x-20x Sales when you can just own a profitable AI play at 1x Sales with $VMEO"
X Link 2024-02-29T20:25Z [----] followers, [---] engagements

"@cim_jramer I guess some folks actually did believe that $PLTR could join the S&P 500.wow"
X Link 2024-03-01T22:40Z [----] followers, [---] engagements

"$AUGX Panel on AI at HIMSS with $HCA $GOOG https://himss24.mapyourshow.com/8_0/sessions/session-details.cfmscheduleid=539 https://himss24.mapyourshow.com/8_0/sessions/session-details.cfmscheduleid=539"
X Link 2024-03-06T21:40Z 10.2K followers, [----] engagements

"I took $SMCI down from a 9.5% weight to 6.3% today. All my past trims have been horrible decisions.so we're definitely still heading higher here folks Love to @sprucepointcap (although I'm blocked) who said short at $SMCI at $85: stay losing buddy the world needs contras too"
X Link 2024-03-07T05:48Z [----] followers, [---] engagements

"@sprucepointcap $SMCI Spruce Point short pitch: Yale trained statistician: Check Numbers of slides: [---] P/E of short target: 7x Analysis: as wrong as it ever gets someone please help my short fund manager can't stop downing cheesecakes"
X Link 2024-03-07T06:20Z [----] followers, [---] engagements

"@clocktowercap A server company like dell hpe or asian ODMs they don't design or produces semis so it's obviously not a semi company that said it's probably the most correlated stock to $nvda right now.but that still doesn't make it a semi company"
X Link 2024-03-08T23:15Z [----] followers, [---] engagements

"@micsolana @RandPaul Why is that even relevant to the question of whether the US federal government has the right to ban social media apps used by millions of americans Why not just admit you actually like China-style authoritarianism 🤔 My buddy works at TT in Austin TX - so just kill his job"
X Link 2024-03-10T05:13Z [----] followers, [--] engagements

"One of the things I try to do (ideally well) is look to invest in cyclical areas of tech hardware when they're in a downcycle. The biggest cyclical downturn in tech hardware I see rn is in telecom equipment - latest data is big guide-downs in the last week from $INFN & $CIEN"
X Link 2024-03-10T05:27Z 10.2K followers, [----] engagements

"Does anyone like anything in this space There's massive federal funding ($42B BEAD program) that should start flowing within the next year that should help a recovery. Anybody dumpster diving and buying these names or have thoughts here $CALX $ADTN $NOK $RBBN $INFN $CIEN"
X Link 2024-03-10T05:27Z 10.2K followers, [----] engagements

"@akramsrazor I started by looking at $adtn that ones still beaten up. Dont have an opinion yet but its down like 75% from [--] years ago (mid-CY22)though I get why the ADVA acquisition turned into quite the situation along w the downturn"
X Link 2024-03-10T06:15Z [----] followers, [---] engagements

"Is Boeing the biggest US corporate scandal since Enron $ba NEW: 62-year-old Boeing whistleblower John Barnett found dead in his truck after he didn't show up for a legal interview linked to a case against Boeing. Barnett worked for Boeing for [--] years and retired in [----]. After retiring Barnett spoke out about how Boeing was cutting https://t.co/k3zOqH0REv NEW: 62-year-old Boeing whistleblower John Barnett found dead in his truck after he didn't show up for a legal interview linked to a case against Boeing. Barnett worked for Boeing for [--] years and retired in [----]. After retiring Barnett"
X Link 2024-03-12T03:31Z [----] followers, [---] engagements

"Ink isn't even dry on the last $MSTR convert and here's another one. Feed the ducks while they're quacking I guess"
X Link 2024-03-13T20:24Z 10.2K followers, [---] engagements

"@winsteadscap $NXT has been dominating the solar tracker space"
X Link 2024-03-13T20:32Z [----] followers, [---] engagements

"@Larryjamieson_ every $pltr long"
X Link 2024-03-15T02:35Z [----] followers, [---] engagements

"Tencent $TCEHY doubling its buyback in [----] to HKD 100B+ ($12.8B+) or 3.6% of their market cap. Combined with a 1.2% dividend yield they're approaching 5% in total capital return to shareholders. Not quite as high as $BABA's near 8%"
X Link 2024-03-21T03:56Z [----] followers, [---] engagements

"$JD buyback amounts to $1B/yr vs a $90B market cap so barely over 1% of MC yawn. Dividend yield ok at 3% but they should do more on the buyback"
X Link 2024-03-21T04:01Z [----] followers, [---] engagements

"$WB almost a 9% dividend yield but NO BUYBACKS. $WB trades at 0.7x TBV and 4x EV/FCF. These folks should be buying back their stock hand over fist. Just bad capital allocation here"
X Link 2024-03-21T04:06Z [----] followers, [---] engagements

"@Che_Trades yes there were $vmeo buyout rumors early March that $flyx chart is wild i don't know the name at all but that one was clearly a huge short squeeze (borrow rate is 300%)"
X Link 2024-03-25T18:16Z [----] followers, [---] engagements

"@StarStuffWeAre @JamieMKeynes Theyd already announced the $23M consumables order from $ON in Feb so nothing new or exciting in the bookings number imo"
X Link 2024-03-26T02:44Z [----] followers, [---] engagements

"Mar '24 +7.1% Q124 +30.6% (vs S&P [---] TR +10.6%) Exposure: Long 154% Short (64%) 90% net May follow up with more performance attribution details for the quarter later but $SMCI was the biggest winner (+1450bps) while $UCTT & $META each added 300bps"
X Link 2024-03-28T21:49Z [----] followers, [---] engagements

"Q124 performance attribution: Longs +32.5% Shorts (1.9%) In addition to $SMCI $UCTT $META the other long winner of note was $MIXT/ $PWFL (+215bps) On the short side $TSLA $AEHR $AFRM $RUN each added between 30-65bps in the quarter"
X Link 2024-03-29T05:21Z [----] followers, [---] engagements

"@StarStuffWeAre $TSLA - yes $AEHR - Ive mostly covered position is tiny"
X Link 2024-03-29T15:30Z [----] followers, [--] engagements

"@RiskZilch One correction: $VMEO is not guiding to cash flow neutral this year. They guided to $35M in adj EBITDA which should approximate FCFF (no capex). Given interest income of $15M on their cash FCFE should be well north of that $35M this year"
X Link 2024-04-05T17:46Z [----] followers, [---] engagements

"$vmeo - big late day volume spike attributed to Betavile blog. anybody get this blog what's he saying 🤔"
X Link 2024-04-09T20:05Z [----] followers, [---] engagements

"Big guidance raise from $CLS. At $46 it trades at 14x adj EPS.not particularly expensive given mid teens top line growth & datacenter tailwinds. $goog & $amzn are customers here"
X Link 2024-04-24T21:30Z 10.3K followers, [----] engagements

"@GomancityPaul $goog"
X Link 2024-04-28T21:16Z [----] followers, [--] engagements

"$VMEO Q124 Revenue & EBITDA each $4M+ ahead of consensus. Core ARR (85% of total) grew +5.5% y/y a slight acceleration from Q4. Company plans to finally start buying back stock - they have nearly $2/shr in cash and are nicely FCF positive so this is good to see Looks good"
X Link 2024-05-06T21:35Z 10.1K followers, [----] engagements

"@TidefallCapital Most of my tech longs tbh: $SMCI $CLS $FN $ONTO $UCTT $GOOG $META $MSFT and $IESC"
X Link 2024-05-07T00:31Z [----] followers, [---] engagements

"$ADTN Q124 recap: - Top line bottoming around current levels maybe some improvement in 2H - With cost reductions close to B/E at these low revenue levels - $20M of FCF in Q1 so liquidity improved"
X Link 2024-05-07T19:22Z [----] followers, [---] engagements

"$ADTN - If they can continue to manage thru liquidity & the large ADVA acquisition liability there's $1-$1.50 in EPS power here in 2025-2026 as BEAD in US and Huawei replacements in EU kick in"
X Link 2024-05-07T19:24Z [----] followers, [---] engagements

"First insider buying in $KLIC in over [--] years 👀"
X Link 2024-05-09T04:26Z 10.3K followers, [----] engagements

"Whale Rock files 13G in $CLS with 6.3% stake. They previously had a 3.5% stake per their Q423 13F"
X Link 2024-05-10T20:21Z 10.2K followers, [----] engagements

"@j_fishback @davidein Youre shilling $TSLA long and lying about your former job title Cmon man Id short you all week. Im with Einhorn here"
X Link 2024-05-16T21:55Z [----] followers, [---] engagements

"$GME revenue miss and equity offering"
X Link 2024-05-17T12:08Z [----] followers, [---] engagements

"We are so back. $flex"
X Link 2024-05-22T19:45Z [----] followers, [---] engagements

"@ScorpionFund No way $aapl is selling all those phones"
X Link 2024-06-04T23:45Z [----] followers, [---] engagements

"@Dillon_Valdez Except growth stocks are not underperforming they're significantly outperforming YTD YTD: Large caps: $IVW +19.9% vs $IVE +4.5% Small caps: $IWO +3.1% vs $IWN -3.1%"
X Link 2024-06-12T03:49Z [----] followers, [---] engagements

"Interesting.market getting conviction fundamentals have indeed bottomed here Some of this move could be attributed to Germany recently moving ahead with Huawei/ZTE ban: $adtn https://www.cnn.com/2024/07/11/tech/germany-ban-huawei-zte-5g-network/index.html https://www.cnn.com/2024/07/11/tech/germany-ban-huawei-zte-5g-network/index.html"
X Link 2024-07-30T19:02Z 10.2K followers, [---] engagements

"Vimeo Announces AI-Powered Video Translation with Authentic Voice Cloning $vmeo https://investors.vimeo.com/news-releases/news-release-details/vimeo-announces-ai-powered-video-translation-authentic-voice https://investors.vimeo.com/news-releases/news-release-details/vimeo-announces-ai-powered-video-translation-authentic-voice"
X Link 2024-07-31T18:09Z 10.1K followers, [---] engagements

"@ConsensusGurus $PLTR DSO were up from [--] to [--] y/y well higher than they've ever been - that was the reason FCF was so weak 🚩"
X Link 2024-08-06T01:59Z 10.1K followers, [---] engagements

"Don't own expensive garbage kids.😄 $snow $ai $vmeo Imagine owning unprofitable SBC scams like $AI and $SNOW as your AI plays at 10x-20x Sales when you can just own a profitable AI play at 1x Sales with $VMEO Imagine owning unprofitable SBC scams like $AI and $SNOW as your AI plays at 10x-20x Sales when you can just own a profitable AI play at 1x Sales with $VMEO"
X Link 2024-08-22T19:36Z 10.2K followers, [----] engagements

"@mountaincovecap @TechFundies $JD bought back 7% of S/O in 1H24 and have a 3% dividend yield so US shareholders are seeing a healthy amount of cash returned"
X Link 2024-08-22T21:13Z 10.2K followers, [---] engagements

"@NSACyber @nycsouthpaw Hahaha they better buy some more CrowdStrike lmao $crwd"
X Link 2024-09-06T01:03Z 10.2K followers, [--] engagements

"@GlassH_Research Agree with this take have been a buyer again recently $smci"
X Link 2024-09-09T16:53Z 10.2K followers, [----] engagements

"$FLEX comments at GS conference today. Seeing incremental softness in auto/industrial relative to when they reported in late July"
X Link 2024-09-09T18:26Z 10.2K followers, [---] engagements

"Update: this worked big time. My aggregate China tech exposure ( $KWEB $BABA $JD $BIDU $PDD $WB Tencent others) after this rally is 15% of my portfolio. Not really trimming yet bc everything is still vry cheap. The whole sector was a coiled spring esp given the big buybacks. I have a loose thesis that aggressive buybacks can and perhaps will be the antidote that ails the China internet sector equities. I zero in on $BABA because they've already been putting their $20B+ in annual FCF to work by buying back $10B/yr over the last [--] years. https://t.co/aUwSK8uZ4T I have a loose thesis that"
X Link 2024-09-30T09:57Z 10.2K followers, [----] engagements

"I'm a $ZUO shareholder and plan to vote against this deal unless Silver Lake ups their bid. The price at 3.5x ARR is simply too low. I agree with these VIC comments"
X Link 2024-10-18T17:08Z 10.7K followers, [----] engagements

"$CLS manufacturing AI servers for Groq 🔥"
X Link 2024-10-24T17:23Z 10.3K followers, [----] engagements

"@FuzzyPandaPA @FuzzyPandaShort @Bleecker__St @HindenburgRes @CulperResearch My favorite was him throwing a couple $M into $AMC long at the peak in [----] (down -99% since).truly the worst to ever do it"
X Link 2024-10-24T18:27Z 10.7K followers, [---] engagements

"Another solid print from $VMEO. Enterprise bookings (25% of total) reaccelerated to 39% y/y. While overall bookings/revenue were only flattish y/y the company sees growth in [----] driven by Enterprise. Stock is still cheap at 1.5x EV/S & 15x FCF w 1/3 mkt cap in cash & buybacks"
X Link 2024-11-04T23:32Z 10.7K followers, [----] engagements

"$ADTN reported a solid Q3: Revenue ahead at $228M NG EBIT margin of +1.1% - 2nd straight positive quarter Q3 FCF +$23M - balance sheet keeps improving Guided Q4 Revs up seq to $238M and see broad strengthening in CY25 - looks like the downturn is over and up cycle is here🤔"
X Link 2024-11-07T17:57Z 10.2K followers, [---] engagements

"This was my $ADTN pitch from March: Relative to those estimates Revenue has been roughly as expected i.e. starting to pick up by YE24 while FCF generation over Q124-Q324 has been much better than expected: net cash position has improved by $60M YTD https://valueinvestorsclub.com/idea/ADTRAN_HOLDINGS_INC/5989977899 https://valueinvestorsclub.com/idea/ADTRAN_HOLDINGS_INC/5989977899"
X Link 2024-11-11T00:35Z 10.3K followers, [----] engagements

"@taubamush Fwiw $SOUN also stopped disclosing the 'subscription & bookings backlog' number in the quarterly release. Below was from Q2 it's not there in Q3. (Not that this was ever a real number to begin with)"
X Link 2024-11-13T04:39Z 10.2K followers, [---] engagements

"Piper upgrades $VMEO to Buy. Valuation here is still reasonable at 2.3x ARR & 18x CY24 FCF with growth expected in '25. https://x.com/1rabbitresearch/status/1866440127599231000 Piper Sandler upgraded Vimeo $VMEO to Overweight from Neutral with a price target of $10 up from $7. The firm names Vimeo its top small-cap internet pick for [----]. Management has spent the last two years resetting the cost structure and low calorie marketing spend has been https://x.com/1rabbitresearch/status/1866440127599231000 Piper Sandler upgraded Vimeo $VMEO to Overweight from Neutral with a price target of $10 up"
X Link 2024-12-10T19:19Z 10.3K followers, [---] engagements

"@FinanceLancelot Boeing needs to be shut down entirely $ba"
X Link 2024-12-29T04:44Z 10.3K followers, [---] engagements

"@CNviolations I flew this Shanghai to Singapore with the spouse a few years ago. Its fantastic Whats shown is two connecting cabins - they put down the wall in between the two to create the queen bed. Booked with a points dealits attainable just collect points and find a deal"
X Link 2024-12-31T03:05Z 10.3K followers, [---] engagements

"Dan Niles has $ADTN as one of his top picks for [----] 👇 https://x.com/DanielTNiles/status/1876276523751088280 TOP [--] PICKS [----] It is not the strongest nor the most intelligent of species that survives but the one that is most adaptable to change. Charles Darwin. This is how I am thinking about [----]. As a reminder my Top [--] picks coming into [----] had a skew of defense and offense. https://x.com/DanielTNiles/status/1876276523751088280 TOP [--] PICKS [----] It is not the strongest nor the most intelligent of species that survives but the one that is most adaptable to change. Charles Darwin. This is"
X Link 2025-01-06T20:42Z 10.3K followers, [----] engagements

"Mercedes-Benz and Google Partner on AI-powered Conversational Search within Navigation Systems Doesn't look like $SOUN will be winning back that lost Mercedes business anytime soon. $goog"
X Link 2025-01-14T18:54Z 10.3K followers, [----] engagements

"fyi my $SOUN short pitch on VIC from last week. my (very generous) PT is $1.50/shr. https://www.valueinvestorsclub.com/idea/SOUNDHOUND_AI_INC/5914681988 https://www.valueinvestorsclub.com/idea/SOUNDHOUND_AI_INC/5914681988"
X Link 2025-01-14T19:14Z 10.7K followers, [----] engagements

"@Criminalsimpson great bit"
X Link 2025-01-16T17:51Z 10.3K followers, [----] engagements

"$SOUN adding over $1B in mkt cap today on a partnership with $REKR a $145M mkt cap company that looks like its on its way to BK (REKR B/S $10M cash $19M net debt TTM FCF -$34M)"
X Link 2025-01-21T20:33Z 10.3K followers, [----] engagements

"$SOUN won a worst in show award at CES 🏅🏅🏅 Meanwhile $soun voice commerce demo got voted worst in show this year and still being pumped. https://t.co/tCZPO1AhST Meanwhile $soun voice commerce demo got voted worst in show this year and still being pumped. https://t.co/tCZPO1AhST"
X Link 2025-01-23T05:00Z 10.3K followers, [---] engagements

"@akramsrazor $SOUN is forging new frontiers in legal fr@ud Analysts are supposed to be the check on this but I don't think Dan Iv*s has read any of their filings 😞"
X Link 2025-01-29T03:27Z 10.4K followers, [----] engagements

"Positive comments on BEAD this morning from $NOK & $CALX - both saw BEAD funding related orders start to flow in Q424 and continuing to pick up into '25. This is a direct positive read-through for $ADTN - I expect they'll talk about a similar pickup when they report next month"
X Link 2025-01-30T18:10Z 10.3K followers, [---] engagements

"$SOUN Q4 PF revenue growth (21%) y/y 🚨 FCF ($33.2M) on $34.6M of revenue - A/R & contract assets continue to balloon 🚨🚨 Guiding $167M in revenue for CY25 - what company do they plan to acquire to hit this 🤔 $4B+ valuation for this garbage😂 no wonder $NVDA sold"
X Link 2025-02-27T23:13Z 10.7K followers, [----] engagements

"What $60M+ annual revenue company will $SOUN acquire by mid-year to hit this ludicrous back end loaded [----] guidance 🤔 Or are we supposed to just believe that this no growth scamco will suddenly hit a growth spurt when it hasn't done so in years🤔"
X Link 2025-02-28T07:02Z 10.4K followers, [----] engagements

"At least $SOUN's 1H25 revenue guide (for the lowest revenue in over [--] years) looks achievable for whatever that's worth 🤷♂"
X Link 2025-02-28T07:02Z 10.7K followers, [----] engagements

"Is $SOUN going to file their 10K It was due today 3/3. Its still not filed after midnight ET. NT 10K coming maybe A/R and contract assets have blown out. Improper rev rec would be the least surprising thing ever https://www.sec.gov/edgar/search/#/ciks=0001840856&entityName=SOUNDHOUND%2520AI%252C%2520INC.%2520(SOUN%252C%2520SOUNW)%2520(CIK%25200001840856) https://www.sec.gov/edgar/search/#/ciks=0001840856&entityName=SOUNDHOUND%2520AI%252C%2520INC.%2520(SOUN%252C%2520SOUNW)%2520(CIK%25200001840856)"
X Link 2025-03-04T05:31Z 10.4K followers, [----] engagements

"Fairly mild reaction today ahead of the auditor resignation & restatement announcement that's coming in two weeks 😏 $soun"
X Link 2025-03-04T19:43Z 10.4K followers, [---] engagements

"I've been buying a cheap software name $BIGC. Most likely outcome is that it gets sold but maybe they could reaccelerate top line under the new CEO. 1.4x EV/S is my kind of valuation 🥰 Nice sized insider buying recently👍 Analyst Day tomorrow (3/11)🤷♂ https://www.valueinvestorsclub.com/idea/BIGCOMMERCE_HOLDIN_INC/5178834599 https://www.valueinvestorsclub.com/idea/BIGCOMMERCE_HOLDIN_INC/5178834599"
X Link 2025-03-11T03:37Z 10.7K followers, [----] engagements

"Huh why arent they using the restaurant AI ordering market leader $SOUN 🤔 Yum Brands owner of Taco Bell and Pizza Hut has teamed up with Nvidia to put AI-powered voice-ordering at the chains drive-through lanes and on the phoneaiming to eventually go 100% digital https://t.co/BtI2vdBzpZ Yum Brands owner of Taco Bell and Pizza Hut has teamed up with Nvidia to put AI-powered voice-ordering at the chains drive-through lanes and on the phoneaiming to eventually go 100% digital https://t.co/BtI2vdBzpZ"
X Link 2025-03-19T00:00Z 10.7K followers, [----] engagements

"@DanielTNiles "But $GOOGL revs are modelled by Wall Street to accelerate to 17% growth in [----] from 15% in 2024" Good commentary overall but might want to recheck your numbers on $GOOGL Dan. I show revs at +14% in 2024A and +11% 2025E"
X Link 2025-03-24T01:45Z 10.5K followers, [---] engagements

"@DAlperovitch @MPMaterials $MP has been an uneconomic scam for 15+ years. Im impressed that folks are still falling for it 😅"
X Link 2025-04-15T00:09Z 10.5K followers, [---] engagements

"@hkuppy waiting for tech investors to care about SBC"
X Link 2025-04-18T03:09Z 10.5K followers, [----] engagements

"@WagieCapital Any idea how much of $AAPL's services revenue are app store fees that are at risk here Could it be a majority of services revenue"
X Link 2025-05-02T19:40Z 10.7K followers, [---] engagements

"$SYM is onto its 3rd CFO in [--] years as a public company 🤔"
X Link 2025-06-09T20:11Z 10.7K followers, [----] engagements

"That's a wrap. $7.85/shr buyout price for $VMEO is 2.5x EV/Sales which seems reasonable to me The buyer (Bending Spoons) is the same rumored acquirer from back in 1H24.so they finally got it done https://investors.vimeo.com/news-releases/news-release-details/vimeo-enters-definitive-agreement-be-acquired-bending-spoons-138 https://investors.vimeo.com/news-releases/news-release-details/vimeo-enters-definitive-agreement-be-acquired-bending-spoons-138"
X Link 2025-09-10T15:51Z 10.7K followers, [---] engagements

"@robin_j_brooks No offense Robin but the bad analysis of folks like you is why the west keeps shooting itself in the foot. Making decisions based on ideology rather than sound analysis will always be a bad bet. I get that youre paid to be wrong but try to do better"
X Link 2025-10-15T08:24Z 10.7K followers, [---] engagements

"$TSLA now has about [--] quarters of cash left. Either massive $$$ raise or BK filing coming"
X Link 2015-05-06T20:51Z 10.3K followers, [--] engagements

"$TSLA 3/3 US GDP is $15T so oil/gas get 1/3 of GDP as subsidies How do you know when @elonmusk is full of shit His lips are moving"
X Link 2015-06-02T12:01Z 10.2K followers, [--] engagements

"$TSLA rallies as fund manager that under-performs indexes says it'll be a almost 4-bagger in [--] years. Make sense. http://t.co/d0CCXxcHS2 http://www.baronfunds.com/News-Commentary/Library/Quarterly-Reports/2015/Quarterly-Report-033115.pdf/ http://www.baronfunds.com/News-Commentary/Library/Quarterly-Reports/2015/Quarterly-Report-033115.pdf/"
X Link 2015-06-17T16:30Z 10.2K followers, [--] engagements

"#Coinbase is a criminal enterprise IMO. no legit way to sell BTC and actually get ur $s. Transferring $ out is essentially impossible"
X Link 2017-06-03T03:42Z 10.2K followers, [--] engagements

"I'm getting a little concerned my illegal online-ordered hookers and drugs may not be delivered as promised. $BTC $GBTC"
X Link 2017-07-16T21:40Z 10.2K followers, [--] engagements

"Holy fuck. Is $GBTC just a complete fraud Open-ended uh-huh so should trade at NAV give or take right So.WTF $BTC"
X Link 2017-07-17T05:39Z 10.2K followers, [--] engagements

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