@Frandell8 Frandell

Frandell posts on X about $app, $mdb, $rddt, $sndk the most. They currently have [-----] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

[--] Week [-----] +103%
[--] Month [------] +688%
[--] Months [------] +5,998%
[--] Year [------] +2,905%

Mentions: [--] #

[--] Week [--] +89%
[--] Month [--] +1,967%
[--] Months [--] +1,550%
[--] Year [--] +1,650%

Followers: [-----] #

[--] Week [--] +9.40%
[--] Month [--] +27%
[--] Months [--] +67%
[--] Year [--] +250%

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

Social Influence

Social category influence stocks technology brands finance social networks automotive brands celebrities

Social topic influence $app, $mdb, $rddt, $sndk, $mu, ai, $ddog, app, bit, $be

Top accounts mentioned or mentioned by @sleepysolcap @valuedrift @3kcomeback @spxtrades @johndoss1 @purpledrinkllc @aureliusltd28 @consensusgurus @taobanker @30 @54 @189 @211 @radnorcapital @cfarm54 @thexcapitalist @amitisinvesting @tradingthomas3 @jawedbalcovich @rampcapitalllc

Top assets mentioned AppLovin Corporation (APP) MongoDB, Inc. (MDB) Reddit, Inc. (RDDT) Sandisk Corporation (SNDK) Micron Technology, Inc. (MU) Datadog Inc (DDOG) Bloom Energy Corporation (BE) Tesla, Inc. (TSLA) Cloudflare, Inc. (NET) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Now Coin (NOW) PayPal Holdings Inc (PYPL) NVIDIA Corp. (NVDA) Western Digital Corp (WDC) GitLab Inc. (GTLB) Salesforce Inc (CRM) SOLLENSYS CORP (SOLS) Advanced Micro Devices (AMD) Charles Schwab Corporation (SCHW) CENTS (CENTS) DeepSeek (DEEPSEEK) CoreWeave, Inc (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) American Express Company (AXP) Capital One Financial Corp. (COF) Intel Corporation (INTC) Snap, Inc. (SNAP) Robinhood Markets, Inc. (HOOD)

Top Social Posts

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

"@SPXTrades Might get the "relief" rally everyone has been talking about today. Im long but bearish bias till least Thanksgiving"
X Link 2023-08-21T07:53Z [--] followers, [--] engagements

"@SPXTrades Best way to do it tbh best of luck if you're up the rest of the early morning"
X Link 2023-08-21T07:55Z [--] followers, [--] engagements

"@JohnDoss1 Wonder how SMH will react AH if they do miss like FDX"
X Link 2023-12-20T19:42Z [--] followers, [--] engagements

"@JohnDoss1 Fairly muted response all things considered with a print like this expected worse"
X Link 2024-01-11T13:39Z [--] followers, [--] engagements

"@Sleepysolcap Really strange action AMD shedded all of her earnings gains. Not really sure why seemed like a good report"
X Link 2024-08-01T14:42Z [--] followers, [--] engagements

"@PurpleDrink_LLC $RDDT lol"
X Link 2024-12-18T18:58Z [--] followers, [--] engagements

"@RadnorCapital Google will likely try to implement a search agent themselves if agents do catch on. However if Google's implementation fails to catch on or it ends up materially hurting their core business that is when I would reevaluate my stance on the name. Just my two cents though"
X Link 2025-01-07T19:51Z [--] followers, [---] engagements

"@cfarm54 @thexcapitalist There are diminishing returns. Overall this is bearish on $NVDA. Even before deepseek broke mainstream there were discussions around the diminishing returns of more GPUs"
X Link 2025-01-27T02:28Z [--] followers, [---] engagements

"@amitisinvesting @TradingThomas3 A central bank has a longer time horizon than a [--] tarrif pause"
X Link 2025-05-12T10:50Z [--] followers, [---] engagements

"@jawed_balcovich @RampCapitalLLC Feels like propaganda at this point. These people want the federal reserve to make changes on the daily. Should they hike rates by [---] bps if tariffs are back on again There is also an inflationary piece fiscal policy being pushed in Congress. Should they cut rates then hike"
X Link 2025-05-13T13:13Z [--] followers, [--] engagements

"@Sleepysolcap @Aureliusltd28 Bassett is doing what he criticized Yellen for iirc. Buying a lot of short-duration"
X Link 2025-06-27T13:02Z [--] followers, [--] engagements

"@Sleepysolcap @Aureliusltd28 Bessent*"
X Link 2025-06-27T13:03Z [--] followers, [--] engagements

"@Max165486170328 @rubicon59 Prob $CRWV and $NBIS too doesn't mean they can't have massive moves but there should be an element of caution"
X Link 2025-09-29T03:13Z [--] followers, [---] engagements

"@buccocapital Somewhere in the middle i also can't them truly taken off unless we get more stimulus or the real economy drastically improves. Their vehicles are too expensive"
X Link 2025-12-18T20:10Z [--] followers, [----] engagements

"@rdd147 TSLA should get re-rated to the downside given this and somewhat quickly"
X Link 2026-01-09T02:04Z [--] followers, [----] engagements

"@stulile9 @wallstengine No $AXP or $COF"
X Link 2026-01-10T01:40Z [--] followers, [---] engagements

"$INTC Non-GAAP Gross Margins: Q4 2024: 42.1% Q4 2025: 37.9% Q1 [----] (Guide): 34.5% Ignore the "High Demand" cope. If demand is "off the charts" but your margins are collapsing you have a broken factory. Selling chips at a discount to fix yield issue isn't bullish. Becareful out there. https://twitter.com/i/web/status/2014477982748823945 https://twitter.com/i/web/status/2014477982748823945"
X Link 2026-01-22T23:19Z [--] followers, [---] engagements

"@rennyzucker Honestly a shit show and it's clear they have a yield problem. 11.6B of inventory on the balance sheet but they can't meet demand. Feels like they are sitting on dead silicon and will write this down later"
X Link 2026-01-22T23:42Z [--] followers, [---] engagements

"Yap Session [--] Date: January [--] [----] Mood: Skeptical Reflecting so far strong start to the year (73%) might take my foot off the gas due to such a strong start. [--]. Tale of Two Teslas Its January [----] and we are http://x.com/i/article/2015122682023706624 http://x.com/i/article/2015122682023706624"
X Link 2026-01-25T03:07Z [--] followers, [---] engagements

"I was overweight $WDC $SNDK and $MU but i'm not anymore if anyone was curious how im up so much so early"
X Link 2026-01-25T03:28Z [--] followers, [---] engagements

"@PurpleDrink_LLC AFC championship game then futures open should be a good Sunday"
X Link 2026-01-25T18:57Z [--] followers, [--] engagements

"if $NET can touch [---] today wouldn't mind a long from there; don't think this move is done"
X Link 2026-01-26T15:12Z [--] followers, [---] engagements

"So far so good willing to avg up but I'm in no hurry"
X Link 2026-01-26T17:26Z [--] followers, [--] engagements

"Running into close $NET might avg up into the close"
X Link 2026-01-26T19:44Z [--] followers, [--] engagements

"@zephyr_z9 He's not going to do anything. It's all a muster he has mid terms soon and the market is all he has going for him ( just don't look at the returns in Euros)"
X Link 2026-01-26T23:37Z [--] followers, [----] engagements

"Short yap about SW since it's in vogue right now but bearishness on the sector won't vaporize overnight. $NOW is really the only name I can buy with some level of confidence due to the value created via automation of enterprise workflows. $GTLB is an interesting pivot name; if they can pull off a transition from seat-based pricing to credits (think more of the $DDOG model) then I can see some serious upside in this name. But there is some execution risk here; I'm personally not interested in it until it reclaims $40 but I can see the allure of trying to buy a flush. $ADBE: I don't think"
X Link 2026-01-25T18:38Z [--] followers, [---] engagements

"Took some chips off @211 premarket it case anyone trailed. Indifferent where it goes now was a good swing i want to say higher but i don't have conviction. $NET Don't think i get it. Starter @189 Don't think i get it. Starter @189"
X Link 2026-01-27T12:42Z [--] followers, [---] engagements

"Out more at [---] keeping [---] shares. Thanks for the ride $NET"
X Link 2026-01-27T14:34Z [--] followers, [--] engagements

"Nice beat on margins by $TSLA But Elon got on the call and has been lying since"
X Link 2026-01-28T22:41Z [--] followers, [---] engagements

"Read through $TSLA transcript. This feels like a transition year and base case this is dead money for a few years "TerraFab" if legitimate sounds like a money pit and a captial heavy distraction. Governance red flags with xAI (but doubt he gets punished for this until post mid terms) Will always be a bid due to "Physical AI/Real AI basket" The street typically punishes transition years he essentially gave up on cars and is going all in cool and all but at 1.5T market cap and negative FCF But this is TSLA after all so who knows the narrative is driven by price"
X Link 2026-01-29T03:03Z [--] followers, [---] engagements

"@ConsensusGurus my smooth brain take on $SNAP is that there is so much SBC and dilution people sell on any green pop"
X Link 2026-01-29T14:54Z [--] followers, [---] engagements

"Back on the envelope here but @54 buy back yield is 12% Buy leaps @30 strike at [-----] You pay [---] extrinsic value to hold the position 50% less capital risk [----] to control [---] shares vs [----] Cost paid [-----] Dividend miss [-----] Interest earned +1.14 Net [---] So for [----] you get upside(if any) and it acts as like basically a bond. Or maybe im crazy https://twitter.com/i/web/status/2016973560569332006 https://twitter.com/i/web/status/2016973560569332006"
X Link 2026-01-29T20:35Z [--] followers, [---] engagements

"Going to nibble at $NOW at [---] feels like a good spot"
X Link 2026-01-30T16:26Z [--] followers, [---] engagements

"@jukan05 Public proxy to L/S OpenAi based on sentiment or vibes. Also no one knows if the amount of debt they are taking on will provide a ROI soon as they tapped the credit market the timer started. Any delay bad news will be punished"
X Link 2026-01-31T00:27Z [--] followers, [---] engagements

"Closed everything out wish I got more out of $SNDK Still [---] shares of $MU Great January now hopefully I don't give too much back @blondesnmoney 🥛 https://t.co/vjCLyQy0ig @blondesnmoney 🥛 https://t.co/vjCLyQy0ig"
X Link 2026-01-31T00:39Z [--] followers, [---] engagements

"$WDC has a retained stake of $SNDK around 19% To keep the spin off tax free for shareholders they have to dispose of these shares within a year Feb 24th is the deadline. I think they have 7.5mm shares to move and will do so via debt for equity swap. So you basically have a motivated seller that took advantage of higher volume post earnings So you will have a motivated seller(s) keeping a lid on price action for the next few weeks https://twitter.com/i/web/status/2017430209348174301 https://twitter.com/i/web/status/2017430209348174301"
X Link 2026-01-31T02:50Z [--] followers, [----] engagements

"Didn't have time this weekend to fully yap but few things I'm watching $APP i feel like the market overreacted last Friday and i think/hope it turns it around this week I'm in for around [---]. $NOW long but hesitant still think the market hate for SW will continue if given the chance i exit. $PYPL i actually like the set up going into earnings but its a dog of a name. https://twitter.com/i/web/status/2018133708339806432 https://twitter.com/i/web/status/2018133708339806432"
X Link 2026-02-02T01:25Z [--] followers, [---] engagements

"If you have captial and are interested in this SW dip here are the names im looking for and price $MDB Support shelf [--] 334-336 Looking to buy it around [------] Support shelf [--] 322-325 Looking to double down around [---] $APP (already in this name) Doubling down at [---] level and again at [---] $DDOG If it can get to 115-116 i will be interested. Year is still young dont get shaken out just yet. https://twitter.com/i/web/status/2018734519805698436 https://twitter.com/i/web/status/2018734519805698436"
X Link 2026-02-03T17:13Z [--] followers, [---] engagements

"@3KComeback for a swing trade sure but i think $HOOD can go even lower than this"
X Link 2026-02-03T19:01Z [--] followers, [---] engagements

"Took a starter will double down if price action comes to me $MDB $DDOG"
X Link 2026-02-03T20:47Z [--] followers, [---] engagements

"Update Bleeding but hanging in $MDB $DDOG If you have captial and are interested in this SW dip here are the names im looking for and price $MDB Support shelf [--] 334-336 Looking to buy it around [------] Support shelf [--] 322-325 Looking to double down around [---] $APP (already in this name) Doubling down at [---] level and If you have captial and are interested in this SW dip here are the names im looking for and price $MDB Support shelf [--] 334-336 Looking to buy it around [------] Support shelf [--] 322-325 Looking to double down around [---] $APP (already in this name) Doubling down at [---] level and"
X Link 2026-02-04T18:33Z [--] followers, [---] engagements

"Bit of an update no new positions for me cut $DDOG still strong with $MDB Still long MU Inb4 "AI infra tailwind narrative""
X Link 2026-02-05T17:02Z [--] followers, [---] engagements

"@3KComeback And here we are you could try an order around [--] feels oversold enough. It may not reach that lvl though"
X Link 2026-02-05T20:17Z [--] followers, [--] engagements

"@3KComeback Nah dont waste your time go where the cap ex is going. $BE $MU $SNDK Don't bother with amzn"
X Link 2026-02-06T03:36Z [--] followers, [---] engagements

"Yap Ses $RDDT $APP $MU $SNDK $MDB https://t.co/QyDpiaQsK4 https://t.co/QyDpiaQsK4"
X Link 2026-02-06T13:08Z [--] followers, [---] engagements

"@ConsensusGurus Non story $MU has higher margins on DDR5 than HBM this isnt a new development. Might trade down today who knows"
X Link 2026-02-06T14:17Z [--] followers, [---] engagements

"Guess $APP no longer getting replaced by a LLM plug-in. Hope i dont jinx myself here"
X Link 2026-02-06T16:39Z [--] followers, [---] engagements

"saas apocalypse rant. The market has made its mind up to sell software don't fight it too hard (im long a few software names $RDDT $APP $MDB sold the others) But there is friction within this narrative. [--]. Non techincal people using AI to code for the first time and become AI pilled. [--]. People who with no techincal experience are seeing rapid developments(or hype and marketing) and are selling first asking questions later. [--]. AI start-ups with no current path to profitability hyping up products to get more funding/higher valuation. [--]. AI agents by themselves are rather dangerous an experience"
X Link 2026-02-08T00:27Z [--] followers, [---] engagements

"On postgres Pgvector is free and great and differently hurts $MDB bull case. Cloud provider DB All major cloud providers have their own vector database also hurting $MDB bull case. Counter points * $MDB provides multi-cloud freedom preventing vendor lock-in * AI agents spits out a complex JSON object - You shove it directly into MongoDB. No translation needed (vs say using Postgrees) What im watching for personally. [--]. Rev growth 20%+ [--]. Net retention rating if this drops cut the stock it means companies are optimizing cost and moving away from MDB [--]. If gross margin drops below 70% [--]. Any"
X Link 2026-02-08T12:42Z [--] followers, [--] engagements

"Bit of a late update share count trimmed down took profits as it rose and replaced with options these are mostly runners now. Got rid of $DDOG was lagging but i think they will have a decent ER. $MDB Update Bleeding but hanging in $MDB $DDOG https://t.co/DZDSfm2YE8 Update Bleeding but hanging in $MDB $DDOG https://t.co/DZDSfm2YE8"
X Link 2026-02-09T15:30Z [--] followers, [---] engagements

"@valuedrift Everyone was bearish and already short "search is dead people GPT now" Then Everyone was bullish and were already long "Gemini is fhe best Google is going to win the AI battle" Funny how this place works exaggerating a bit but still"
X Link 2026-02-10T16:08Z [--] followers, [--] engagements

"I'm long $RDDT shares and options Net delta [---] Calls were picked up yesterday"
X Link 2026-02-10T16:14Z [--] followers, [--] engagements

"Save yourself some stress this year and dont bother with $CRM "Cheap" can always get cheaper not a good argument for this name. No position in this name just seeing a lot of cope reminds me of early $PYPL bulls and that stock been dead money for half a decade"
X Link 2026-02-10T19:07Z [--] followers, [---] engagements

"@taobanker @atelicinvest @claudeai 😂😂😂😂 laughed really loud at this just happened to me. Not sure if anyone else gives Claude a voice when you read the CoT"
X Link 2026-02-10T22:26Z [--] followers, [--] engagements

"I'm long $APP via shares and options so expect the P/L to take a hit once this gets updated. Names I'm long: $SNDK $MU $BE $MDB $APP $RDDT I had a massive drawdown early February due to hubris; Ive been using AI tools for a while now Gemini/Gemini-cli & Claude/Claude Code. So when SaaS names started selling off due to a narrative I thought was silly I caught a falling knife and got burned. Have to respect price and the mistake is mine to bear. $MDB recovered nicely however and I remain bullish on it. My wife was not at all happy with the drawdown especially after I said I would be less"
X Link 2026-02-12T12:35Z [--] followers, [---] engagements

"If enough people outsource their thinking to claude/LLMs I expect smooth brain investing to go 📈 Surely can't go tits up"
X Link 2026-02-12T13:35Z [--] followers, [--] engagements

"Washed my hands of $APP 30k lost so not tooo bad I still like rddt not going to fight the market narratives I'm long $APP via shares and options so expect the P/L to take a hit once this gets updated. Names I'm long: $SNDK $MU $BE $MDB $APP $RDDT I had a massive drawdown early February due to hubris; Ive been using AI tools for a while now Gemini/Gemini-cli & Claude/Claude Code. So https://t.co/BUWDTo3Oh4 I'm long $APP via shares and options so expect the P/L to take a hit once this gets updated. Names I'm long: $SNDK $MU $BE $MDB $APP $RDDT I had a massive drawdown early February due to"
X Link 2026-02-12T14:41Z [--] followers, [---] engagements

"not sure if it will be helpful but here is what i do step [--]. i ramble on a .txt file just type whatever comes to my mind typos and all just to get thoughts on paper step [--]. i ask Claude/gemini to go through my .txt file and ask questions (no implementation here no coding i make this explicit) . step [--]. me and Claude work through the plan and go back and forth this allows me to think outload and make sure the model has clarity. step [--]. once we both are clear we distil everything into a plan .txt file and make sure it is verbose with the plan step [--]. i start a new instance feed it my planning"
X Link 2026-02-12T16:04Z [--] followers, [--] engagements

"@Mayhem4Markets @MiniMax_AI Looks interesting will have to try it out when i get home 4090+64GB DDR5"
X Link 2026-02-12T16:56Z [--] followers, [---] engagements

"Legitimately a tough call post WW2 history will tell you not to sale. But it does feel like we are in usual times if the area's demand/price came from tech (RSUs) i can see prices falling hard in that localization. I'm not sure what home prices were in Detroit were after economic erison but this took decades. Truly a tough call you are going against history it really depends on how much disruption will AI cause. I want to say keep but im conservative in nature and my wife would never be on-board with something like that with kids etc"
X Link 2026-02-12T19:55Z [--] followers, [--] engagements

"@Sleepysolcap Sold of alot of software today might just avg up a bit. Not going to fight this narrative"
X Link 2026-02-12T19:57Z [--] followers, [--] engagements

"$RDDT 8% today"
X Link 2026-02-13T14:56Z [--] followers, [--] engagements

"Maybe I'm too smooth brain But that capex guidance is too low and should outright be bearish How are google and meta guiding for 180B and 130B. But TSLA with these sci-fi aspirations is guiding for 20B and is dealing with hardware which is more expensive and harder to iterate https://twitter.com/i/web/status/2022403287220109435 https://twitter.com/i/web/status/2022403287220109435"
X Link 2026-02-13T20:11Z [--] followers, [---] engagements

"I still think $AMZN lower/underperform Value boys still yaping how 'cheap' The value boys all over $AMZN now Means its going to continue to underperform this year. The value boys all over $AMZN now Means its going to continue to underperform this year"
X Link 2026-02-13T20:20Z [--] followers, [--] engagements

"@taobanker Getting tired of the hype and puffery a bit. These tools can be amazing one moment and can make an elementary level mistakes the next. They gotta slow down the breaks a bit with the hype but that doesn't get hype/funding"
X Link 2026-02-15T15:05Z [--] followers, [--] engagements

"@labubu_trader I think narrative will also fully flip on them after the US midterms. There is a lot of grass roots anger against $PLTR it seems on the democratic side due to their work with ICE. They have aligned themselves a bit too much on onside of the aisle in a poltical duopoly"
X Link 2026-02-14T23:44Z [--] followers, [---] engagements

"@valuedrift What reason did Gemini give to long $GTLB if you recall the spark notes"
X Link 2026-02-15T18:42Z [--] followers, [---] engagements

"Quick yap Happy Presidents' Day Long: $SNDK $MU $BE $SOLS $AMD $RDDT $SCHW Short: $TSLA hedged on memory positions in case of headline risk $AMD and $SCHW are new $AMD @ [---] so underwater $SCHW picked up Friday long via calls added to $RDDT after insider buy double down. Washed my hands of $APP 30k lost so not tooo bad I still like rddt not going to fight the market narratives Washed my hands of $APP 30k lost so not tooo bad I still like rddt not going to fight the market narratives"
X Link 2026-02-16T16:18Z [--] followers, [---] engagements

"Been building this up past few days just on pops i get a bit here and there nothing special i probably need to roll this out to get some more time. But something has to give here with this story man. @PegasusFund Maybe I'm too smooth brain But that capex guidance is too low and should outright be bearish How are google and meta guiding for 180B and 130B. But TSLA with these sci-fi aspirations is guiding for 20B and is dealing with hardware which is more expensive and harder to @PegasusFund Maybe I'm too smooth brain But that capex guidance is too low and should outright be bearish How are"
X Link 2026-02-13T21:01Z [--] followers, [--] engagements

"PS. Im shit at shorting and i think its unhealthy overall"
X Link 2026-02-13T21:04Z [--] followers, [--] engagements

"RIP to the Mag7 Era: Jan 2023-Jan [----] $AAPL $NVDA $META $GOOG $MSFT $AMZN $TSLA"
X Link 2026-02-13T20:44Z [----] followers, [----] engagements

"The value boys all over $AMZN now Means its going to continue to underperform this year"
X Link 2026-02-10T14:16Z [--] followers, [---] engagements

"$RDDT 8% today"
X Link 2026-02-13T14:56Z [--] followers, [--] engagements

"I better not of jinx myself"
X Link 2026-02-13T14:57Z [--] followers, [--] engagements

"If enough people outsource their thinking to claude/LLMs I expect smooth brain investing to go 📈 Surely can't go tits up"
X Link 2026-02-12T13:35Z [--] followers, [--] engagements

"Already long $APP was able to pick up some longs after EU close might pick up a bit more exposure before the print 460/510 C "The thesis still intact" so i hope"
X Link 2026-02-11T20:17Z [--] followers, [---] engagements

"Not an easy market no shame in selling for a lost or selling early. Don't give too much back"
X Link 2026-02-10T18:33Z [--] followers, [--] engagements

"I'm long $RDDT shares and options Net delta [---] Calls were picked up yesterday"
X Link 2026-02-10T16:14Z [--] followers, [--] engagements

"Post $DDOG print not at all impressed. Q4 Revenue: $953M. Q1 Guidance: $951M $961M. Guiding for what 0.5-1% sequential growth GAAP Operating Income: $9M; 1% margin Given the focus on SBC in the current AI narrative this is basically a hard pass to no touch unless they can show some strong growth. Have a minor position still but will be liquidating today. Bit of a late update share count trimmed down took profits as it rose and replaced with options these are mostly runners now. Got rid of $DDOG was lagging but i think they will have a decent ER. $MDB https://t.co/QAfgDXlPpt Bit of a late"
X Link 2026-02-10T12:53Z [--] followers, [---] engagements

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