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@PythiaR Avatar @PythiaR Pythia Cap: Vertical Market Sycophant

Pythia Capital is reportedly in talks with the US government for a $10m investment in quantum computing. According to Pythia Capital's chief oracle, Pythia, a constructive dialogue has been opened with the administration. The investment is currently pending, with the president yet to return multiple voicemails.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks #4919 technology brands XXXXX% finance XXXX% countries XXXX% cryptocurrencies XXXX% travel destinations XXXX% automotive brands XXXX% currencies XXXX% fashion brands XXXX%

Social topic influence $csuto #12, $enrde #3, ai 6.47%, asml #13, $gev #17, $rgen #2, $asml #8, $tdg #1, $twst #4, $wcn #5

Top accounts mentioned or mentioned by @tidefallcapital @jerrycap @evrgn11112231 @southernvalue95 @buffalobillco @0xmerridew @genericknalle @taobanker @thelapurchaser @tbu12345678 @realcorycortez @jwithing @nw3 @benbstwits @welfarecapllc @inglouriouscap @redagainagain @fundiescapital @lizquidity @nocapcapital5

Top assets mentioned GE Vernova Inc. (GEV) Repligen, Corp. (RGEN) TransDigm Group, Inc. (TDG) Twist Bioscience Corporation Common Stock (TWST) Waste Connections, Inc. (WCN) Synopsys, Inc. (SNPS) Danaher Corporation (DHR) Thermo Fisher Scientific Inc. (TMO) Microsoft Corp. (MSFT) TALEN ENERGY CORP (DE) (TLN) Iagon (IAG) Taiwan Semiconductor (TSM) Cadence Design Systems Inc (CDNS) Spotify Technology (SPOT) O'Reilly Automotive Inc (ORLY) McDonald's Corp (MCD) Alphabet Inc Class A (GOOGL) Bloom Energy Corporation (BE) Berkshire Hathaway Inc. (BRK.A) GRAIL, Inc. Common Stock (GRAL) Natera, Inc. Common Stock (NTRA) Royal Bank of Canada (RY) Tesla, Inc. (TSLA) Workday Inc (WDAY) Now Coin (NOW) Cream (CRM) Zoetis Inc (ZTS) Elcoin (EL) Goldman Sachs (GS)

Top Social Posts

Top posts by engagements in the last XX hours

"DB on China Anti-Involution policies. 1) maybe time to start sniffing around chems $IMCD 2) the irony of China trying to find top down solutions to a problem caused by their top down solutions (rather than just letting markets function) is endlessly amusing"
X Link 2025-12-01T18:33Z 66K followers, 6062 engagements

"The rest of my adult life (Im 33) is going to be about the continuation of the multi-generational shift from labor to silicon & electricity. More and more of what we do is going to he subsumed by the latter probably at the expense of the former I should just put on a long $SOXX + Utes rebalancing long and go to the beach for the rest of my life"
X Link 2025-12-10T17:08Z 66K followers, 35.7K engagements

"The power thesis isnt just data centres its also air conditioning. $GEV $ENR.DE $TLN"
X Link 2025-12-10T18:35Z 66K followers, 13.4K engagements

"Port after todays fun: $CLPT XX% $CSU.TO XX% $ASML XX% $RPID XX% $TDG X% $IAG calls of various strikes X% $RGEN X% $TSM XXX% $SNPS XXX% $SMNEY 2%"
X Link 2025-09-24T20:46Z 65.8K followers, 15.9K engagements

"$SNPS $XXX again"
X Link 2025-11-06T15:23Z 65.9K followers, 5233 engagements

"$ENR.DE $GEV"
X Link 2025-11-14T20:57Z 65.9K followers, 10.2K engagements

"@FLinvestor_ Constellation software ASML"
X Link 2025-11-20T20:08Z 65.9K followers, 2906 engagements

"TIL the CN tower was more audacious than a transcontinental railway or the Avro Arrow or Bruce Power or"
X Link 2025-11-27T15:18Z 65.9K followers, 10.8K engagements

"People used to hand draw logic gate designs to make semiconductors and cut and paste literally cut and paste with scissors and tape parts of the design to change them before $SNPS & $CDNS came along and digitized it. And they faced much the same critique: oh how can a computer be as good as a guy with XX years experience designing semiconductors. And now they do all of it"
X Link 2025-11-28T13:48Z 65.8K followers, 24.2K engagements

"If you like fantasy have The Will of the Many & The Strength of the Few are X of the best fantasy novels Ive read in years. Also adored Red Rising series"
X Link 2025-12-02T18:58Z 65.9K followers, 7419 engagements

"One look at my Spotify wrapped and youd know I was gay & depressed this year"
X Link 2025-12-03T16:16Z 65.9K followers, 7382 engagements

"Dubai chocolate is chocolate slop. Mid AF"
X Link 2025-12-05T21:42Z 65.9K followers, 11.9K engagements

"I find it funny everyone so worried about $ASML China risk as if every other semicap isnt exponentially easier for China to replace"
X Link 2025-12-08T05:05Z 65.8K followers, 18.5K engagements

"@SouthernValue95 Ya not saying this is necessarily real rather order of operations: whats going to be disrupted by China first Etch/dep or litho Pretty sure its the former not the latter"
X Link 2025-12-08T14:24Z 65.9K followers, XXX engagements

"@SouthernValue95 Less so what Im saying is its inconsistent to freak out about $ASML substitution without being more freaked out about other semicap which was not what was happening about X months ago"
X Link 2025-12-08T14:29Z 65.9K followers, XXX engagements

"$EFN.TO Never talked about on Fintwit. Very simple biz: fleet leasing. Mgmt dialed in on the right things: growing high ROE services biz (ROE accretion = P/TBV uplift over time) paying down high cost prefs refinancing cap stack lower over time. Been a happy owner since $21"
X Link 2025-08-18T23:11Z 66K followers, 10.7K engagements

"$GEV LTSAs repricing 50-100% higher both in renewals and new business (and new biz has higher LTSA attach rates). $ENR.DE not talking openly about it but you can triangulate the same dynamic: new biz is really an interesting business to do repricing of the old book (10+ year renewal cycle) is a very gradual lets say increase"
X Link 2025-09-18T21:24Z 66K followers, 5873 engagements

"$TDG $ORLY and $MCD have no debt to equity ratio which is really scary if you dont understand accounting"
X Link 2025-10-25T15:07Z 66K followers, 14K engagements

"Wait so $CSU.To is an AI play"
X Link 2025-11-20T14:33Z 66K followers, 5251 engagements

"Really interesting finding: XX% of devs felt more productive with AI tools but actual software throughput declined and stability dropped. Cc $CSU.TO"
X Link 2025-12-04T17:43Z 66K followers, 28.3K engagements

"Handy matrix for is your SaaS shitco fucked"
X Link 2025-12-04T17:49Z 66K followers, 2958 engagements

"Another point $CSU.TO has made SaaS is subject to TCO constraints. Cost to dev is one side of it cost to maintain is another and one thats overlooked"
X Link 2025-12-04T17:55Z 66K followers, 4091 engagements

"Solid waste companies cheapest relative to S&P in over a decade and cheapest to equal weight S&P + broader industrials since 2021"
X Link 2025-12-08T20:19Z 66K followers, 37.8K engagements

"$ENR.DE is also massively sandbagging. Not as well positioned as $GEV but the multiple disparity is too big and will close esp as the Europeans wake up. X% position for me"
X Link 2025-12-09T21:53Z 66K followers, 30K engagements

"I asked the earthbound data centres whether data centres in space would have free cooling and they said no actually its harder"
X Link 2025-12-10T13:34Z 66K followers, 6597 engagements

"Gonna get another chance at $TDG $1250 arent we"
X Link 2025-12-10T15:55Z 66K followers, 7882 engagements

"CCGT vs $BE economics. $BE very clearly a swing producer. Framework in oil and gas and mining and every other cyclical: swing producers are the right play on the way up (most torque to marginal changes in commodity price) not fun on the way down"
X Link 2025-12-10T16:38Z 66K followers, 8450 engagements

"Source is BMOCM"
X Link 2025-12-10T16:39Z 66K followers, 1783 engagements

"So why are we hate selling $MSFT today"
X Link 2025-12-10T19:31Z 66K followers, 15.8K engagements

"This is so exactly how a lot of the world works nothing to do with being good at the job everything to do with being in the right room with the guy making the decisions"
X Link 2025-12-10T20:41Z 66K followers, 61.4K engagements

"@BuffaloBillCo I mean $ENR.DE at like 25x 2028 service EBIT is not pricing that in haha which is why Im long it and not GEV but generally agree with the pushback. Just saying I dont think this is a massive overbuild into flat demand its a build into a good demand story but one with risks"
X Link 2025-12-10T22:38Z 66K followers, XXX engagements

"$TWST air pocket will turn to growth in the future. NGS biz ex the large customer will be 20%+ growth exiting the year vs guide for low teens. And what do with accelerating toplines"
X Link 2025-11-18T20:02Z 66K followers, 7841 engagements

"$GOOG has come to the conclusion the only viable option for their AI & biology aspirations is $TWST"
X Link 2025-11-25T14:17Z 66K followers, 16.5K engagements

"This is the $TWST $PSNL $GRAL $NTRA etc. thesis or part of it anyways"
X Link 2025-11-29T21:29Z 66K followers, 28.4K engagements

"@JerryCap The age old situation (and probably whats happening to $CSU.TO now) of stock down cuz estimates too high + it was expensive turning into everyone backfilling every bear case known to man and declaring it uninvestable simply because its down"
X Link 2025-12-08T13:32Z 66K followers, 2398 engagements

"Everyone got cute trying to short Canadas real estate market by shorting the banks when they could have just shorted Canadian real estate. $CAR.UT $RY"
X Link 2025-12-09T19:55Z 66K followers, 5905 engagements

"Any good resources on the SpaceX supply chain"
X Link 2025-12-09T20:02Z 66K followers, 8056 engagements

"Supply is coming always does. Heard Sandvik toyed as a play on this and need to look into it"
X Link 2025-12-10T01:27Z 66K followers, 7732 engagements

"Gonna go out on a limb and say from a $1.5t starting valuation X year forward IRR on SpaceX will be the same as the X year IRR on Tesla from November 5th 2021 to today"
X Link 2025-12-10T03:36Z 66K followers, 9002 engagements

"I agree Intel should be paying $ASML a lot more goddamn money"
X Link 2025-12-10T16:19Z 66K followers, 7167 engagements

"@BuffaloBillCo *gas service. You get the rest of the biz for free"
X Link 2025-12-10T22:39Z 66K followers, XXX engagements

"@Lizquidity CSU and axon"
X Link 2025-12-11T00:13Z 66K followers, XXX engagements

"$WDAY $150m $NOW over $500m gonna be $1b soon $CRM a few hundred million Gettin there"
X Link 2025-12-11T00:40Z 66K followers, 14.2K engagements

"What happened to $ZTS and $EL is a reminder why we dont pay 50x+ earnings for HSD/LDD eps compounders"
X Link 2024-11-01T12:22Z 65.9K followers, 89.4K engagements

"Gonna need a lot of turbines $GEV $ENR.DE"
X Link 2025-09-29T15:13Z 65.9K followers, 24K engagements

"Gonna need a lot more turbines $GEV $ENR.DE"
X Link 2025-10-09T13:14Z 65.9K followers, 5772 engagements

"$WCN quarters are usually super boring so the only thing really notable is they bought back X% of the company this quarter. Core price deceleration well telegraphed and volume shedding running ahead of normal because of the torrid pace of m&a"
X Link 2025-10-22T00:08Z 65.9K followers, 8674 engagements

"$WCN guiding to X% organic + X% M&A rollover above average margin expansion. X% topline w/ 75bps (vs LT model of 50) of margin expansion gets you to XX% EPS growth (street at 13%) with no buybacks no additional m&a no recovery in volume no upside to RIN/Recycle price. Lots of ways to beat and raise"
X Link 2025-10-22T16:16Z 65.9K followers, 10.2K engagements

"$VRT order book strength in EU probably bodes well for the more EU focused $ENR.DE"
X Link 2025-10-22T16:27Z 65.9K followers, 3441 engagements

"$WCN also down on news we dont need compounders anymore just buy $NVDA"
X Link 2025-10-29T14:57Z 65.9K followers, 7799 engagements

"The $TDG price at which mgmt believes they earn XX% IRRs buying the stock continues to be $1250/share"
X Link 2025-11-12T12:26Z 65.9K followers, 14.5K engagements

"There were a few remaining bios to be processed in Q3 $DHR $TMO $RGEN $DIM.FP $WST"
X Link 2025-11-18T16:09Z 65.9K followers, 6483 engagements

"Bullish $ENR.DE (more Europe heavy installed base & tech network; higher share of EU power gen than US)"
X Link 2025-12-02T16:12Z 65.9K followers, 14.9K engagements

"$ENR.DE relatively cheap"
X Link 2025-12-02T17:48Z 65.9K followers, 10.3K engagements

"The massive consensus flip in like 4-5 months on $ASML has been one of the funnier things to witness and ride in my investing career"
X Link 2025-12-08T13:12Z 65.9K followers, 18.7K engagements

"@NoCapCapital5 @SouthernValue95 That was not at all the sense I was getting. ASML was extremely hated relatively and absolutely"
X Link 2025-12-08T14:42Z 65.9K followers, XXX engagements

"On a relative basis 1-2x multiple spread feels too narrow for $COST & $WMT (ie $cost should trade at a reasonable premium IMO)"
X Link 2025-12-08T14:54Z 65.9K followers, 2445 engagements

"@evrgn11112231 @JerryCap In mid 2024"
X Link 2025-12-08T22:57Z 65.9K followers, XXX engagements

"Hm they must have typed $XXX wrong again"
X Link 2025-12-09T05:04Z 65.9K followers, 9074 engagements

"Especially at endowment scale. Allocating $1b is a lot easier than $50b. Also depends on the area lots of markets have a lot more dispersion in them than public equities and are IMO easier to allocate to if youre good at picking up on what matters/why managers win. Like I have found picking Canadian HY managers relatively easy but its not a big market and mostly the game is dont do stupid shit and once every X years have a giant year or two. Public equities are just brutally hard as an allocator and i do understand the appeal of like indexing + satellite allocations to pods for alpha"
X Link 2025-12-10T01:26Z 65.9K followers, XXX engagements

"Okay so I guess were paying 27x earnings for engineering services rollups. $STN.TO $WSP.TO Weak form rollup: Scale moat isnt super strong not huge synergies from M&A yes big TAM w/geographic upside for $STN.TO who just entered Europe but like feels rich for a biz with basically no real competitive advantages"
X Link 2025-06-02T19:10Z 65.9K followers, 4771 engagements

"Ya but at the end of the day you need price + volume for the stock to work. Price in particular given its a distributor. Tough for it to really work with that being a headwind. As a long/short in chems Id be long it against shorts but as a long only its a tough sell at the moment IMO"
X Link 2025-10-02T19:17Z 65.9K followers, XXX engagements

"McKesson basically outlining the Bioprocessing thesis. Overall drug spending X% CAGR to 2029 in the US & Canada Within that specialty (most of which is biologics) taking share from traditional (small molecule). $DHR $RGEN $TMO"
X Link 2025-10-15T20:31Z 65.9K followers, 16.3K engagements

"$TMO OpenAI partnership. When $DHR $RGEN $TWST OAI partnerships"
X Link 2025-10-16T16:07Z 65.9K followers, 3885 engagements

"$CSU.TO down on news that Mark Miller is going to come out and say Mark Leonard was also just juicing numbers with short-term initiatives which placed too much emphasis on in quarter performance to hit street #s before he jumped ship to be Minister of Grave Digging"
X Link 2025-10-29T14:53Z 65.9K followers, 57.3K engagements

"$TSLA and $CSU.TO are on opposite ends of the spectrum in a lot of ways. But they both have generally retarded shareholder bases populated by a few geniuses"
X Link 2025-11-10T15:54Z 65.9K followers, 10.2K engagements

"@blondesnmoney Like 2x spot price earnings"
X Link 2025-11-10T15:54Z 65.9K followers, 6649 engagements

"Whats his $WHR angle Tariff reversal Long against a heavier short"
X Link 2025-11-14T02:51Z 65.9K followers, 16K engagements

"If Buffett is ticking the bottom of global chems $IMCD is an interesting long. Thing is the bottom might last X years. Which works for Buffett but LPs dont have that much patience"
X Link 2025-10-02T12:35Z 65.9K followers, 10.9K engagements

"The $CSU.TO trading has been soooooo janky lately. At one point this am $XXX bid/ask"
X Link 2025-11-04T14:33Z 65.9K followers, 10.2K engagements

"$WCN premium over $RSG & $WM almost the lowest in XX years; mostly due to $RSG re-rate & WCN de-rate"
X Link 2025-11-07T03:52Z 65.9K followers, 7083 engagements

"Another day another janky ass open for $CSU.TO"
X Link 2025-11-07T14:59Z 65.9K followers, 7105 engagements

"Why is $AMN down on that result every bull is screaming about how good it is. So who is selling it"
X Link 2025-11-07T15:07Z 65.9K followers, 6957 engagements

"$CSU.TO earnings will be fine capital deployment will be fine organic growth will be fine. And none of it will do anything for the stock because one quarter wont settle the bear debate"
X Link 2025-11-07T18:20Z 65.9K followers, 17.1K engagements

"Crazy commentary on the $CSU.TO call. Cant believe they just said that 🚀🚀🚀☠☠☠"
X Link 2025-11-07T22:39Z 65.9K followers, 27K engagements

"FWIW street estimates are not reliable for $CSU.TO and you probably shouldnt use them unless youre going to go in an audit how they actually calculated their metrics (eg removing TSS liability minority interests yada yada)"
X Link 2025-11-08T13:40Z 65.9K followers, 13.8K engagements

"BMO thoughts on $CSU.TO & AI"
X Link 2025-11-10T02:44Z 65.9K followers, 45K engagements

"These $CSU.TO opens are absolutely brutal. $XXX bid ask spreads X% swings"
X Link 2025-11-10T14:36Z 65.9K followers, 9921 engagements

"8% intraday decline in everyones favorite compounder on results where everyone has calculated their own FCF their own dollar amount of deployment their own valuation their own organic growth rate because nobody really knows whats going on. $CSU.TO"
X Link 2025-11-10T18:04Z 65.9K followers, 58.4K engagements

"$TDG now at multiple parity with Safran & a significant discount (vs. historical premium) to $GE and $HWM. Also a consensus short vs. $GE & other aero longs"
X Link 2025-11-12T00:07Z 65.9K followers, 15.1K engagements

"When you talk about replacing enterprise software youre talking about replacing processes. And good luck with that. $CSU.TO"
X Link 2025-11-21T02:09Z 65.9K followers, 9839 engagements

"$RGEN on the significant opportunity for them in emerging biosimilars. Note $ABT has been fairly vocal about a significant portfolio of biosimilars upcoming in their EPD business"
X Link 2025-11-29T01:27Z 65.9K followers, 4737 engagements

"Did Alex do his entire stash of coke cuz Hesgeth blew up the rest of it due to come in or something"
X Link 2025-12-03T19:27Z 65.9K followers, 25.3K engagements

"Buy its so over sell were so back - Warren Buffett - Pythia Capital"
X Link 2025-12-04T14:24Z 65.9K followers, 3742 engagements

"@GenericKnalle Isnt empi more copper levered Less interested in a capex cycle there cu permitting going to take way longer and spot isnt that far above incentive vs gold"
X Link 2025-12-10T17:51Z 65.9K followers, XX engagements

"Because then SpaceX wouldnt have a narrative to drive another funding round 🙂"
X Link 2025-12-11T13:03Z 66K followers, 6089 engagements

"Imagine some guy who worked for you (a reminder that as a US taxpayer the President DOES work for you) sent you this email"
X Link 2025-12-11T16:08Z 66K followers, 6406 engagements