@Sleepysolcap Sleepysol

Sleepysol posts on X about stocks, money, china, $pton the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Mentions: [--] #

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Social Influence

Social category influence stocks finance technology brands cryptocurrencies countries social networks fashion brands us election automotive brands gaming

Social topic influence stocks, money, china, $pton, nvda, $nvda, meta, inflation #1415, $rddt, bullish #1936

Top accounts mentioned or mentioned by @investornick @jbulltard1 @purpledrinkllc @svtechie @gobirds555 @blainehodder @taobanker @georgec1953 @blondesnmoney @catnyanpital @waterworldcapi1 @joedoeknowsguy @bichonredux @jnconkle @cap1talcap1tal @atelicinvest @kingkang80 @neverhedgecap @pegasusfund @eigenrobot

Top assets mentioned Peloton Interactive, Inc. Class A Common Stock (PTON) NVIDIA Corp. (NVDA) Reddit, Inc. (RDDT) Amazon.com, Inc. (AMZN) Synchrony Financial (SYF) Constellation Energy Corp (CEG) Intel Corporation (INTC) AT&T Inc. (T) Discover Financial Services (DFS) Hasbro, Inc. (HAS) Alibaba Group (BABA) Celanese Corporation (CE) Alphabet Inc Class A (GOOGL) AbbVie Inc (ABBV) AppLovin Corporation (APP) Johnson & Johnson (JNJ) Metadium (META) Walgreens Boots Alliance Inc (WBA) Starbucks Corporation (SBUX) PayPal Holdings Inc (PYPL) Exxon Mobil (XOM) Tesla, Inc. (TSLA) Activision Blizzard, Inc. (ATVI) Verizon Communications Inc. (VZ) Apple, Inc. (AAPL) Take-Two Interactive Software, Inc. (TTWO) Lululemon Athletica Inc (LULU) Paramount Global (PARA) Pfizer, Inc. (PFE) American Eagle Outfitters (AEO) Robinhood Markets, Inc. (HOOD) Super Micro Computer, Inc. Common Stock (SMCI) 3M Co (MMM) Microsoft Corp. (MSFT) DisChain (DIS) Kohl's Corporation (KSS) Netflix Inc (NFLX) Heroes of NFT (HON) Palantir Technologies Inc. (PLTR) Electronic Arts Inc. (EA) DuPont de Nemours Inc (DD) Capital One Financial Corp. (COF) Decentral Games (DG) Taiwan Semiconductor (TSM) Dow Inc (DOW) Warner Bros Discovery, Inc. (WBD) Eli Lilly and Company (LLY) Nike Inc (NKE) Oracle Corporation (ORCL) Rally (RLY) FIVE9, INC. (FIVN) Victoria's Secret & Co. (VSCO) SOLLENSYS CORP (SOLS)

Top Social Posts

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

"if you think the dollar is peaking buy: $ZTS $SONY $NTDOY $NSRGY or $ZURVY If you think the consume is going to be fine: $SYF $GOOG $META $XOM These are all defensive stocks with growth in their field this is what I'm buying up at 42XX"
X Link 2022-08-11T01:33Z [----] followers, [--] engagements

"@BichonRedux syf pa. callable in [----] will be more than 6% of the float then"
X Link 2022-08-31T14:49Z [----] followers, [--] engagements

"A big thing missed in this 'death of $PYPL' discourse is their growth engine is BrainTree which doesn't care which payment processor the end customer is using. The PYPL/AAPL truce that was brokered is a huge net tailwind to $PYPL as BrainTree becomes the dominate button platform Good Bernstein payments note this morning. Market share is changing relatively fast for buttons. https://t.co/LDNNK5kYwt Good Bernstein payments note this morning. Market share is changing relatively fast for buttons. https://t.co/LDNNK5kYwt"
X Link 2022-12-12T18:06Z [----] followers, [--] engagements

"i hope all my tweets get 5mm views and [--] comments and maybe [--] likes. Much higher than that means I probably said something profoundly stupid. Like going all in with leverage on $USPT near the top or some other dump thing"
X Link 2022-12-23T03:00Z [----] followers, [---] engagements

"The sleepystack recommended buys on [--] of these companies this year $XOM and $CEG January (and $Oxy in March). Wait for next week's when we discuss a new utility and telecom to continue growing our sleep easy at night portfolios. And shit cos to spice up life. Best performing large-cap stocks of 2022: Occidental Petroleum +117% Constellation Energy +105% Hess Corporation +91% Texas Pacific +89% Marathon Petroleum +81% Exon Mobil +80% Schlumberger Limited +78% Did you invest in any Best performing large-cap stocks of 2022: Occidental Petroleum +117% Constellation Energy +105% Hess Corporation"
X Link 2023-01-01T02:44Z [----] followers, [---] engagements

"$TTWO is a long sub [--]. But the whole video game industry will be weak in H1 [----] until $NTDOY announces their new system at e3. The weakness is due to the normal [---] - 3.5y lead times on making games. Everything cost more and came out slower because of covid. $TTWO $EA UBISOFT SEES FY OP INCOME LOSS AFTER GAME LAUNCHES DISAPPOINT $TTWO $EA UBISOFT SEES FY OP INCOME LOSS AFTER GAME LAUNCHES DISAPPOINT"
X Link 2023-01-11T17:16Z [----] followers, [---] engagements

"This week's sleepystack is out: Last week was wide. I highlighted another fantastic spin off opportunity (though likely not as good as $ceg was last year) as well as covered a lot of news and pre announcements. https://sleepysol.substack.com/p/on-a-busy-first-full-week-of-the https://sleepysol.substack.com/p/on-a-busy-first-full-week-of-the"
X Link 2023-01-15T20:40Z [----] followers, [---] engagements

"this is nuts. If you had a (for example) $ZTS market order to buy at open you got it for about 154.xx when the NYSE fixed the error it traded back at [---] - [---]. 7% just like that. Amazing good luck. Which goes to show you sometimes its better to be lucky than good. NYSE Publishes List Of Busted Trades From Today's Market Open Chaos; Leaves Dozens Of Abnormal Trades Stand https://t.co/wzhE88CWLp NYSE Publishes List Of Busted Trades From Today's Market Open Chaos; Leaves Dozens Of Abnormal Trades Stand https://t.co/wzhE88CWLp"
X Link 2023-01-24T20:36Z [----] followers, [---] engagements

"@BichonRedux you doing UNG stuff or RRC/other ng companies"
X Link 2023-02-03T02:51Z [----] followers, [---] engagements

"6) This is a company that is going on [--] years old and is a top [--] largest company in the world. It's not a start up and it has a company culture that has internalized a lot of the bloat of QE inside its company culture. It's likely never going to pay a dividend or do real BBs"
X Link 2023-02-05T17:56Z [----] followers, [---] engagements

"So you're left with this massive company who's growth engine is slowing fast. Dilutes your shares every year is overowned by funds and doesn't pay you to own it. I think at some point in the next 1.5years $AZMN will do a $META or $Tsla and drop 50% in a month. Be careful"
X Link 2023-02-05T17:56Z [----] followers, [---] engagements

"So $CE highlights. Lori thinks destocking is mostly done. Covid in China killed their Q4 (expected based on $DOW and $GLW calls). They are seeing a strong March orderbook pointing to higher demand in Q2 and Q3. If the below happens the M&M deal will be a huge sucess. $CE Lori thinks M&M is going to do [---] - 800mm of EBIT in [----] and then 800mm+ in [----]. $CE Lori thinks M&M is going to do [---] - 800mm of EBIT in [----] and then 800mm+ in 2024"
X Link 2023-02-24T16:13Z [----] followers, [---] engagements

"In this week's video I talk about the pros and cons of going long video game stocks. From $atvi $ttwo $sony $ea and $ubsfy. https://youtu.be/cW-n5nYZVwE https://youtu.be/cW-n5nYZVwE"
X Link 2023-03-04T19:50Z [----] followers, [---] engagements

"So $mmm is interesting here. They just raised their dividend for the 60th year in a row. And on Wednesday last week one of their expert witness in the hearing loss for soldiers trial came out with the below data"
X Link 2023-03-07T16:46Z [----] followers, [---] engagements

"And we're back with $ATVI resident idiot trying to win a PR war against Sony instead of working with the UK. Again CoD on Sony platforms was announced day [--] after the buyout. With the same length. Its CoD on gamepass release dey that matters. Lulu won't touch that topic weird. Microsoft offered Sony (the dominant console leader for well over a decade with 80% market share) a [--] year agreement on far better terms than Sony would ever get from us. We've also offered Sony guaranteed long-term access to Call of Duty. But they keep refusing. Why Microsoft offered Sony (the dominant console leader"
X Link 2023-03-09T10:44Z [----] followers, [---] engagements

"I mean this unironically btw lets say 10% of AI companies are now 0s because of SIVB that less they spend on $SNOW who now spends less on $CRM and $TWLO who now spend less on tech x/y/z That fly wheel might be about to spin in reverse real fast. So the next shoe to drop is the SAAS paid by head companies right Maybe all these AI clown shoe companies Without new VC money constantly flowing these companies should see huge margin and rev destruction. So the next shoe to drop is the SAAS paid by head companies right Maybe all these AI clown shoe companies Without new VC money constantly flowing"
X Link 2023-03-10T17:50Z [----] followers, [---] engagements

"The CFO at $pacw sold 22.5P's on his company stock to try to get them lower. Expiring tomorrow. This is the kind of high level degenerative risk management behavior that makes regional banks so exciting"
X Link 2023-03-16T23:45Z [----] followers, [----] engagements

"Given what he drew in I think Mr. Blurry is long $pacw. The interesting one here is PNC bank"
X Link 2023-03-18T01:50Z [----] followers, [---] engagements

"Gonna add Loeb to my list of big time fund managers who bought the dip in the banks. Current list: Blurry - $PACW (likely others) Tepper - $SIVB bonds and press Loeb - unknown specific names but long bank exposure. This weekend if we see some real progress at CS and FRC should put things on a better path but we shall see. This weekend if we see some real progress at CS and FRC should put things on a better path but we shall see"
X Link 2023-03-18T21:28Z [----] followers, [----] engagements

"@Citrini7 Dont forget $zurvy"
X Link 2023-03-19T23:48Z [----] followers, [---] engagements

"A new challenger (to the FTC) appears in $MSFT's and $ATVI's corner and you'll never guess which state this senator represents: https://www.pushsquare.com/news/2023/03/u-s-senator-says-sony-has-monopoly-on-high-end-japanese-game-market https://www.pushsquare.com/news/2023/03/u-s-senator-says-sony-has-monopoly-on-high-end-japanese-game-market"
X Link 2023-03-24T12:06Z [----] followers, [---] engagements

"$ATVI deal is done just a question of when not if. UK is allowing the merger to go through. EU will follow soon with a minor pound of flesh and the USA (FTC) will lose their case against CoD being a monopoly. Hope you all joined me in buying at 71"
X Link 2023-03-24T12:11Z [----] followers, [----] engagements

"$ADSK shareholders b4 investor day: Please please please please please please slow down SBC its the only reason your company isn't worth 5x. Management on investor day: "The new normal is that there is no normal.did you know the UK left the EU and the cubs won the WS""
X Link 2023-03-31T14:52Z [----] followers, [---] engagements

"Why was a huge slug of $ATVI [---] calls just bought I get the [--] strikes being bought there's likely a dividend payment for shareholders soon but 105s would be a 11% premimum to the current deal.what the heck"
X Link 2023-04-10T16:41Z [----] followers, [----] engagements

"@CapitalCap1tal $ZURVY is better"
X Link 2023-04-10T20:19Z [----] followers, [--] engagements

"@pcwknight in general airlines are uninvestable. They're literally flat since the 80s. That being said lots of calls on $UAL have been bought. Stay away from cruise lines you're better off buying $EXPE"
X Link 2023-04-11T01:28Z [----] followers, [---] engagements

"So far the best read of the bank earnings is that $SYF and $DFS will likely do better than the super regional banks and the auto loan online savings and loans banks like $COF and $ALLY"
X Link 2023-04-14T12:58Z [----] followers, [----] engagements

"I was wrong on those $AMZN calls this is going to get ugly"
X Link 2023-04-14T19:38Z [----] followers, [---] engagements

"This $BAK news is just a reminding that all chem material companies are undervalued right now. Especially $CE. And don't buy $DD because their management enjoys buying overpriced companies for funz"
X Link 2023-05-05T17:44Z [----] followers, [---] engagements

"This week's sleepy stack is a short one as jet lag + overworking this past week caught up to me and my voice is a little horse. I cover the earnings of $SBUX $MSI and $expe with a little $appl talk. As well as talk about arb plays like $ATVI and $bak https://youtu.be/QaJtznCiEsk https://youtu.be/QaJtznCiEsk"
X Link 2023-05-06T17:58Z [----] followers, [----] engagements

"Highlights of the buffett Q&A: They feel they likely made a mistake going huge into $atvi as they seem to be leaning toward the deal getting blocked They're bitter they sold the covid bottoms and are hoping to get another bite of the apple No Sunday phone calls yet"
X Link 2023-05-08T01:02Z [----] followers, [---] engagements

"Regarding the $ATVI/ $MSFT news today there has been a lot of idiot longs saying how the EU's agreement with MSFT will make the CMA reconsider and eventually get the deal passed. They are (likely) wrong if will (likely) cost you a lot of money"
X Link 2023-05-15T20:03Z [---] followers, [--] engagements

"Most of them are writing from a USA legal POV. The UK appeal system isn't the same as it in the USA. The CMA's ruling is binding and final. $MSFT can only appeal on the fact that the CMA didn't follow correct proceedure ergo their ruling was unlawful. That's it"
X Link 2023-05-15T20:03Z [---] followers, [--] engagements

"From everything I've read the CMA followed proper proceedure and $ATVI shouldn't win the appeal. As the CMA did everything by the book And the CMA's reponse to the EU today shows 1) a deep understanding of the actual future of cloud gaming and 2) that they are not backing down"
X Link 2023-05-15T20:03Z [----] followers, [---] engagements

"Quick video on $HD. Earnings were pretty mid"
X Link 2023-05-16T22:56Z [---] followers, [--] engagements

"Anyways $HD did the same volume sales in Q1-19 as this past Q but has seen 37% ticket growth since then (mostly because of inflation). The price before their Q1-19 earnings [---]. [---] x [----] [---]. Closing price of the stock today [------]. Sometimes data is beautiful"
X Link 2023-05-16T22:56Z [---] followers, [--] engagements

"@altenerjeez I sort of agree but they've taken inventory down from [---] turns to [---] so I don't think it will as bad as some other retailers. But that certainly might a short term headwind. I've owned $HD for 5+years now likely won't sell or buy on this # but if it falls another 20%"
X Link 2023-05-16T23:02Z [---] followers, [--] engagements

"The sequencing of the retail numbers coming out from $tgt $TJX and $HD are really interesting. No real difference between feb/apirl but March was weaker. It seems like the consumer paused for a few minutes because of the banking crisis before pivoting back to normalish patterns"
X Link 2023-05-17T12:37Z [---] followers, [--] engagements

"So $TTWO reports misses because Zynga isn't worth spit and they vastly overpaid falls to [---] and then immidately gets a bid on Thursday b/c cost synergies/ps5/possible buyout right"
X Link 2023-05-17T19:41Z [---] followers, [--] engagements

"Someone from $SNOW's PR department accidently sent me the draft announcement of their purchase of Neeva. Whoops. Good luck to those long snowflake"
X Link 2023-05-17T23:08Z [----] followers, [---] engagements

"Listening to $pypl notes from yesterday's conference unbranded is growing at 30%() and ex-recession should keep at that level and brain tree is growing at more than 40%"
X Link 2023-05-18T17:59Z [---] followers, [--] engagements

"I mentioned this in my $DIS video but Universal is dumping money into central Florida. The locals haven't really seen any spending by Disney in years. Moves like this aren't going to help the PR against RD"
X Link 2023-05-18T20:01Z [---] followers, [--] engagements

"I'm sure this $FL read through of "Hey ppl are spending 300+ on high end gym shoes as much anymore" is really bullish for $NKE"
X Link 2023-05-19T11:27Z [----] followers, [---] engagements

"Some quick thoughts on $FL earnings. FL had a really bad investor day about [--] weeks ago the same week that $NKE and $Lulu reported and basically said what happened today was coming. People aren't trading up when it comes to new shoes (aka they're not buying fashion jordans etc)"
X Link 2023-05-19T18:30Z [---] followers, [--] engagements

"$FL's stock price hadn't moved down during that investor day news. Or it did and was bought because they brought in a new CEO during H2 last year whom was from Ulta. So there was an expectation that $FL was better than Gap Kohl's AE and A&F. All of whom were not at 52w highs"
X Link 2023-05-19T18:30Z [---] followers, [--] engagements

"All of those names have gotten murdered today b/c of the $FL news. But they're not 1:1 nor are they coming from as high of a price as FL was yesterday. Seems really overdone especially in $KSS and $AEO but I own AEO so I might be talking my book here a bit. Anyways my 2c"
X Link 2023-05-19T18:30Z [---] followers, [--] engagements

"@BucknSF It's bullish $twlo and $snow though because it can replace their current workforce asap and improve margins by EoY"
X Link 2023-05-20T00:32Z [---] followers, [--] engagements

"Streaming isn't profitable. Even for $NFLX their new content is a massive loss leader that they need to get rid of. ZIRPs allowed for Hollywood to survive and create the last decade even as the returns dried up. Now that check is coming due and hollywood is in crisis mode"
X Link 2023-05-20T09:44Z [---] followers, [--] engagements

"This week's recap video I talk about $WMT's earnings $FL's disaster natural gas prices and the general state of the consumer"
X Link 2023-05-20T18:02Z [---] followers, [--] engagements

"$WMT's earnings were fine but they were really bullish the supply chain. They took down inventory hard this past Q to make their numbers. They likely can't do this again. Their inventory is at very low levels that they will have to back fill. Bullish planes trains and automobiles"
X Link 2023-05-20T18:02Z [---] followers, [--] engagements

"$HD number's were solid given the weakness in lumber. Stronger higher end consumer whom already own grills. Given Walmart's statement that the consumer is healthy more credibility. Helping $WMT are consumers switching from $TGT to wmt stores.possibly due to suburban flight"
X Link 2023-05-20T18:02Z [---] followers, [--] engagements

"meanwhile $FL shareholders that bought the Ulta CEO news finally blew up taking every other retailer with them. Most of these names report this week and just went down 5- 10% on friday with huge short floats. I'm long $AEO but am also looking at $M and $KSS pre-earnings"
X Link 2023-05-20T18:02Z [---] followers, [--] engagements

"@vanckzhu $SYF or $DFS are both better on most metrics and 'safer' in terms of their consumer profiles"
X Link 2023-05-20T18:04Z [---] followers, [--] engagements

"A short $DIS long $HAS / $SONY as a pure growing/dying media empire looks interesting. (can add $ATVI to the long side as well once the deal breaks)"
X Link 2023-05-22T13:40Z [---] followers, [--] engagements

"after reading the $NVDA report and looking at comps I think the structural short is $AMD not nvda. Amd looks like its having every problem that $INTC was having last year but worse and without a solid turn around play. I think it see sub [--] before nvda sees sub 200"
X Link 2023-05-25T10:49Z [---] followers, [--] engagements

"I am short $AMD as it seems clear that $NVDA's data center growth is now eating into AMDs market share and I don't think gaming (aka crypto mining) will be growing top line strong enough in the next [--] months to justify its current multiple. Exit price target sub 90"
X Link 2023-05-25T14:27Z [---] followers, [--] engagements

"Why shorting $NVDA is really dumb right now: Every GP and RIA in the country is going to get at least [--] probably closer to 10+ phone calls/emails asking why client x/y/z isn't in/more in NVDA over the next few weeks. At the very least their 'thoughts' on $NVDA"
X Link 2023-05-25T17:09Z [---] followers, [--] engagements

"This will put pressure for the money managers to buy into $NDVA. This is similar recent examples of $TSLA in [--] $AMZN in [--] $XOM in [--] etc. The fact that $NVDA pays (a small) dividend even helps justify some of this buying. They will rationalize it as at least its cash flow"
X Link 2023-05-25T17:10Z [----] followers, [---] engagements

"Not trying to be political on this feed but general reminder that $DIS keeping the Desantis battle in the news is real bad for Disney shareholders and shows poor leadership/PR management"
X Link 2023-06-22T18:16Z [---] followers, [---] engagements

"@scroogecapital I agree but its a bubble stock. So you have to be careful trying to justify shorting it on valuation because it'll have a passive bid for a while until it crashes. $T from [--] - now is it's eventual future and catching that downtrend will be very profitable"
X Link 2023-05-25T20:54Z [----] followers, [--] engagements

"This is a chart of $T Telecom was THE PLACE to be during the internet bubble of [--] - [--]. It wasn't as headline worthy as MSFT/CSCO/ORCL but telecom was how everyone was going to connect to the internet (ergo: unlimited demand). This is $NVDA's destiny as a company.eventually"
X Link 2023-05-25T20:59Z [----] followers, [----] engagements

"My wife went to an $rh outlet today and she said it looked nicer than some of their show floors. There's a lot of stuff they need to work through"
X Link 2023-05-25T22:57Z [---] followers, [--] engagements

"@DesatCap pretty sure @Keubiko is long $VOD. And I love $VZ"
X Link 2023-05-26T00:55Z [---] followers, [--] engagements

"I'm confused by this $para news. Is the stock going up because there won't be a margin call"
X Link 2023-05-26T01:04Z [---] followers, [--] engagements

"@astridwilde1 $snow's management has one goal get the stock price up to dump more stock. https://x.com/Sleepysolcap/status/1658972875187945479s=20 Someone from $SNOW's PR department accidently sent me the draft announcement of their purchase of Neeva. Whoops. Good luck to those long snowflake. https://t.co/Q8KI33GqMd https://x.com/Sleepysolcap/status/1658972875187945479s=20 Someone from $SNOW's PR department accidently sent me the draft announcement of their purchase of Neeva. Whoops. Good luck to those long snowflake. https://t.co/Q8KI33GqMd"
X Link 2023-05-26T09:49Z [----] followers, [---] engagements

"My mostly apolitical wife (who full disc leans slightly right) walked into a $tgt yesterday and said the men's tuck it bathing suits were in you face as you walk in and she won't be shopping there until July which she said is killing her bc she loves $tgt so maybe long tgt Idk"
X Link 2023-05-26T12:09Z [---] followers, [--] engagements

"I am still super confused as to this $para news. No margin call but warrants sold against an existing stake to buffets buddy. Is the assumption that his buddy knows something Ergo price should be [--] dollars or so"
X Link 2023-05-26T12:28Z [---] followers, [--] engagements

"$Syf today:"
X Link 2023-05-26T14:26Z [----] followers, [---] engagements

"So based on Cathie Woods statements I guess long $NVDA short $META is now the play"
X Link 2023-05-26T18:04Z [---] followers, [--] engagements

"So $amd and possibly $intc is dead if $nvda is right right"
X Link 2023-05-29T03:26Z [---] followers, [--] engagements

"We're at the point where $atvi bulls are quote the Bible in an attempt to remain positive"
X Link 2023-05-29T18:15Z [---] followers, [--] engagements

"I attempt to go through $Ulta's earnings and figure out if its a buy after almost a 25% pullback in a month. Hit that subscribe button (on youtube) if you like the content:"
X Link 2023-05-29T20:48Z [---] followers, [--] engagements

"The blue line is PCH and seemed to serve as support the last [--] months. At [---] with [--] in earnings this year (mid point) and [----] next year (+10% EPS growth) $ulta gets real interesting as a net cash positive company doing a 1%+ buyback annually"
X Link 2023-05-29T20:50Z [---] followers, [--] engagements

"my targets for $Ulta: Starter around [---] Add at [---] Buy with both hands at [---] I hope it gets there near term. We'll see"
X Link 2023-05-29T20:52Z [---] followers, [--] engagements

"In case you missed it yesterday I have some thoughts on $ULTA"
X Link 2023-05-30T10:58Z [---] followers, [--] engagements

"first $ULTA buy at [---]. Waiting to [---] for next buy"
X Link 2023-05-30T14:17Z [----] followers, [---] engagements

"Jeff Lawson at $twlo has been meeting with activist investors before his super voting shares disappear in June"
X Link 2023-05-30T21:26Z [---] followers, [--] engagements

"Good morning a large block of [----] August calls was sold yesterday into $ATVI strength. So someone think's we see either no deal or more sideways between now and then"
X Link 2023-05-31T10:47Z [----] followers, [---] engagements

"@CCM_Ryan $SYF and its not close"
X Link 2023-05-31T17:58Z [----] followers, [---] engagements

"The best (and only) solid argument $MSFT/ $ATVI seems to have against the CMA is that they're a global outlier. Except that was the same argument $NVDA tried to make with Arm the deal was still blocked though"
X Link 2023-05-31T18:06Z [----] followers, [---] engagements

"According to the below chart the only good IPOs are spinoffs of boomer companies like $intc and $jnj Do you know what this means That VC and PE have made all the $$ there is to make for the next decade and those who are buying at IPO or in the public market aftermath are the fools who don't understand their place in the pecking order. Do you know what this means That VC and PE have made all the $$ there is to make for the next decade and those who are buying at IPO or in the public market aftermath are the fools who don't understand their place in the pecking order"
X Link 2023-05-31T21:00Z [----] followers, [---] engagements

"If $ai is a zero what does that mean for some of the smaller AI focused companies like $nvda"
X Link 2023-05-31T21:09Z [---] followers, [--] engagements

"this is purely on a bounce at pre covid highs. This not a longer term buying level for $TGT imo"
X Link 2023-06-01T14:42Z [----] followers, [---] engagements

"@jamesbulltard7 the only industry I want a high FCF payout is commodities. I'm not waiting 10y for these buybacks to get us back to these levels. Most tech names should be like $ATVI though lots of growth really small payout but it should management are adults"
X Link 2023-06-01T15:50Z [----] followers, [---] engagements

"With another retailer collapsing in price today I thought I'd do a quick video on $DG per a commenter's request:"
X Link 2023-06-02T00:35Z [---] followers, [--] engagements

"Here's some snips from the $DG earnings report. Inventory is up (bad) guide was horrible (real bad) but hey they raised the dividend 7% (yay)"
X Link 2023-06-02T00:35Z [---] followers, [--] engagements

"TL;DW $DG does 80% of their business in consumer disc not staples. and more than 70% of their stores are within driving distance of a Walmart. This isn't a defensive retailer quite the opposite. And it has poor exposure to the lower end retailer segment. Not a great long"
X Link 2023-06-02T00:35Z [---] followers, [--] engagements

"lets look through other glass half empty/full data points: $HD / $WMT / $TGT : outside of video games consumers are cutting down on big ticket purchases. Does that mean they can't afford a new grill Or do they already have one and don't need a new one for the next decade"
X Link 2023-06-02T13:16Z [---] followers, [--] engagements

"@WaterworldCapi1 and $VZ and $T my only red positions today"
X Link 2023-06-02T15:18Z [---] followers, [--] engagements

"@WaterworldCapi1 do not do this. buy $VZ and lose money domesticly instead of internationally"
X Link 2023-06-02T19:29Z [---] followers, [--] engagements

"A reminder that the exact argument was made as to why the UK couldn't/shouldn't blow the ARM/ $NVDA deal in [----]. The arguement was dumb then now it's extremely ignorant"
X Link 2023-06-05T13:43Z [----] followers, [---] engagements

"This is bullish $pypl because everyone will buy the headset with pypl credit (also $syf) They say that 90% of Americans do not have even $500 in their checking account. tell me please how many can afford Tim Cook's new $3000 V.R. Toys https://t.co/RCkKrKwJOw They say that 90% of Americans do not have even $500 in their checking account. tell me please how many can afford Tim Cook's new $3000 V.R. Toys https://t.co/RCkKrKwJOw"
X Link 2023-06-05T23:46Z [----] followers, [---] engagements

"@valueterminal I still remember when $BBY was at its max fund weight and everyone thought it was going bankrupt in 2012() and it ended up carrying the fund over the next [--] - [--] years"
X Link 2023-06-06T18:40Z [----] followers, [--] engagements

"In the get woke go broke trade: I think long $DIS $BUD and $TGT in the immediate term will net you some winnings. Or close your shorts for a little bit. I would like $lulu to get a little more broke first before going long if you know what I mean"
X Link 2023-06-06T18:52Z [---] followers, [--] engagements

"@JCOviedo6 this seems like the perfect company for $APO to take private via their not recession recession thesis"
X Link 2023-06-08T12:31Z [---] followers, [--] engagements

"thinking about a long $GME short $CVNA pair at open. Thoughts"
X Link 2023-06-08T13:25Z [----] followers, [---] engagements

"@CCM_Brett b/c $pypl is very clearly a zero based on price action"
X Link 2023-06-08T15:43Z [----] followers, [---] engagements

"The best part of Dan Schulman leaving $PYPL is that we won't get [--] minute answers to [--] second questions anymore. Why is this event even happening"
X Link 2023-06-08T19:20Z [---] followers, [--] engagements

"The only reason I can think of to have this $PYPL conference now is because a new CEO announcement is imminent and Schulman wanted to close the book on how much PYPL grew and strengthened under his tenure. Even if the stock price doesn't fully reflect that"
X Link 2023-06-08T19:38Z [---] followers, [--] engagements

"Dan Schulman stating the $PYPL bull case in the clearest terms I've ever heard him say in likely his last hurrah"
X Link 2023-06-08T20:14Z [----] followers, [---] engagements

"I think $pfe is real interesting here"
X Link 2023-06-09T00:38Z [----] followers, [---] engagements

"This morning I listened the $docu conference call to check in and see if it was a buy after it's weird as heck price action on Friday. I made a video about it"
X Link 2023-06-10T22:47Z [---] followers, [--] engagements

"$DOCU's management is attempting to argue that while revenue growth is slowing they're focused on profitability with a higher base revenue. Ergo - it's still a huge amount of nominal revenue but it's also coming as profit And they didn't lose money on a GAAP basis this Q"
X Link 2023-06-10T22:47Z [---] followers, [--] engagements

"@tamilna73049047 $IP and $PKG are the big stock market ones. $WRK is also similar in size but more specialized. Also has a newish CEO"
X Link 2023-06-11T03:06Z [---] followers, [--] engagements

"Week in review just got posted. I about the growing pains for $Nflx w/r/t the writers strike the $aapl vaporware VR helmet and other great thoughts. Check it out and click like and subscribe https://youtu.be/FVtqrl9P8AI https://youtu.be/FVtqrl9P8AI"
X Link 2023-06-11T20:31Z [----] followers, [---] engagements

"@tamilna73049047 @DumbInvestorGuy $uber is good at selling itself as a super duper high growth name when it's really a cab company with a layer of huge tech overhead on top. There's no would without self driving cars where they're worth anything close to a growth multiple. A cab company is a commodity"
X Link 2023-06-12T13:27Z [----] followers, [--] engagements

"$ORCL finally hitting a new ATH after 20+ years is the definition of that 3rd place guy celebrating meme. Maybe I should sell the [--] shares my grandma gave me in [----]. I still have the physical stock certificates somewhere"
X Link 2023-06-13T00:26Z [---] followers, [--] engagements

"Bought some puts on $ORCL to hedge my [--] bearer shares from grandma"
X Link 2023-06-13T14:30Z [---] followers, [--] engagements

"what valuation does $INTC not buy [--] - 30% of the ARM IPO (2 - 3B $$) at 50B valuation 60B The valuation range is rumored to be [--] - 70b so that's a wide spread. Intel might end up owning [--] - 10% of the company at 30b or [---] - 5% of a 60b Arm. https://www.reuters.com/markets/deals/intel-talks-be-anchor-investor-arm-ipo-source-2023-06-13/ https://www.reuters.com/markets/deals/intel-talks-be-anchor-investor-arm-ipo-source-2023-06-13/"
X Link 2023-06-13T18:02Z [----] followers, [---] engagements

"this feels bullish for $kweb and my $CE position"
X Link 2023-06-15T02:34Z [---] followers, [--] engagements

"@CapitalValor why not $wrk"
X Link 2023-06-15T10:32Z [----] followers, [---] engagements

"Some thoughts on the fed 'skip' when I think they might raise again (December at the earliest) and the barbell of fins + speculate junk that I think will work nearish term. Please check it out $schw $syf $u"
X Link 2023-06-15T12:06Z [---] followers, [--] engagements

"@retaox $syf gives 4.3%"
X Link 2023-06-15T12:33Z [----] followers, [--] engagements

"With the macro data seemingly start to bottom I bought two cyclical names that should provide some torque to the upside in H2. $WRK and $IP. My thesis is in the video below: https://youtu.be/UB2FD72KgJo https://youtu.be/UB2FD72KgJo"
X Link 2023-06-16T12:30Z [----] followers, [---] engagements

"@BichonRedux @InaTailHedged 435ish next week bounce back to [---] by EoM for nice double top fade to july/August and then back to [---] by Eoy is my path"
X Link 2023-06-16T17:27Z [----] followers, [--] engagements

"For those of you who want my youtube channel and followed me on Friday and Monday into $TGT (and possibly $BUD as well) I just wnat to let you know I'm officially out of both positions"
X Link 2023-06-16T18:19Z [---] followers, [--] engagements

"Me rn with $PYPL: guy celebrating hard for 6th place meme.jpg"
X Link 2023-06-20T16:58Z [---] followers, [---] engagements

"@TheTranscript_ $MTB not mitb"
X Link 2023-06-20T17:12Z [---] followers, [--] engagements

"@THEBONDINVESTO @BichonRedux @galaxy_orion im happy to talk $pypl going to [---] by EoY with anyone who asks"
X Link 2023-06-21T01:06Z [---] followers, [--] engagements

"@PoisonJL @THEBONDINVESTO @BichonRedux @galaxy_orion this is a good take we should continue talking about how great $PYPL is to make @BichonRedux happy so when we spike the football he can't complain"
X Link 2023-06-21T01:13Z [---] followers, [--] engagements

"It has become very clear that I should've probably fully sized my $ULTA position at [---]. Oh well. Can't win them all"
X Link 2023-06-21T13:55Z [---] followers, [--] engagements

"@JTSEO9 Q how do you chart stuff that's sort of the same basket as the fasp like $U but came public in [----] Or just before like $pton"
X Link 2023-06-23T18:28Z [---] followers, [---] engagements

"@JCOviedo6 The ftc is a joke wrt the $atvi merger. They needed to focus 100% on the cloud gaming topic where they actually have a chance. Instead the ftc will likely not only get slapped down like an idiot but also destroy what little power it has left"
X Link 2023-06-23T23:36Z [---] followers, [---] engagements

"@WaterworldCapi1 @modestproposal1 Ohhh $vz being the funding short of choice seems like an easy long in that space"
X Link 2023-06-26T21:00Z [---] followers, [--] engagements

"@JoeDoeKnowsGuy its really funny that so many people are long $ATVI for the arb that they don't really care about the health of the VG market in [--] - [--] years. Don't worry though they'll be the first to complain that there's no originality anymore during the PS6 era"
X Link 2023-06-27T00:50Z [---] followers, [---] engagements

"Just took a position in $WBA as I listen to the call. 6.6% yield and no plans on cutting will protect the downside. Mgmt during Q&A has been hammering and I mean hammering that they're at an inflection point and they're close to trough margins"
X Link 2023-06-27T13:53Z [---] followers, [---] engagements

"@CasinoCapital @JTSEO9 he even make walgreens change one of the greatest tag lines ever at the corner of happy and healthy to serving you since [----]. So FoS sales fall b/c of amazon+online pharma starts bleeding no real focus on tech or fulfillment. Roz comes in and they're finally focusing on that"
X Link 2023-06-27T14:35Z [---] followers, [--] engagements

"@CasinoCapital @JTSEO9 Their op margins look like they actually might be turning the corner in the next 2q's and if they can unload boots for literally anything its a net positive. Book value for $WBA has to be close to here given their 5B equity stake in ABC"
X Link 2023-06-27T14:35Z [---] followers, [--] engagements

"This is bullish for my $HAS position. Hopefully other efluencers jump onto the chase and MtG takes off again. @CasinoCapital https://dotesports.com/mtg/news/xqc-spending-thousands-hunting-for-million-dollar-mtg-lord-card https://dotesports.com/mtg/news/xqc-spending-thousands-hunting-for-million-dollar-mtg-lord-card"
X Link 2023-06-27T14:42Z [----] followers, [---] engagements

"@THEBONDINVESTO @GaryGensler ya I'm upset at $KEY too it should be [--] dollar"
X Link 2023-06-27T15:43Z [---] followers, [--] engagements

"@bootsiejones $IP and $WRK look really good in H2. https://youtu.be/UB2FD72KgJo https://youtu.be/UB2FD72KgJo"
X Link 2023-06-27T15:59Z [----] followers, [---] engagements

"@PharmD_KS Check out $WRK as well for more torque in the cardboard box space. I'm long both names"
X Link 2023-06-27T16:07Z [---] followers, [--] engagements

"here we go $has"
X Link 2023-06-27T17:42Z [---] followers, [--] engagements

"When I looked into $has at the end of March early April the biggest risk to the stock was brand dilution by MTG and WotC. Given how strong the LoTR set has done. I don't think that's a material risk anymore. This stock should rate higher by eoy. Likely revisiting the 80s"
X Link 2023-06-27T20:49Z [---] followers, [--] engagements

"@blainehodder @KobeissiLetter @WinfieldSmart Nvda is under yesterday's lod. It looks to be breaking down. Maybe heading for that gap fill at 150"
X Link 2023-06-28T12:27Z [---] followers, [--] engagements

"Men only want one thing and it's a $nvda gap fill of [---] by end of July"
X Link 2023-06-28T12:32Z [----] followers, [---] engagements

"All the banks passed their stress test this year including $jpm. Likely going to see buyback and dividend raise announcements soon"
X Link 2023-06-28T20:39Z [---] followers, [---] engagements

"$wba really is the best ozempic play. 1) they sell drugs like ozempic 2) if ppl who take those drugs want to eat junk food and sweets they sell those too. 3) they also sell new clothes for when you lose weight on ozempic 4) plus boot PL makeup for getting rid of the O face"
X Link 2023-06-28T20:54Z [---] followers, [----] engagements

"@paulovictor_lms [--] in [--] hiking cycles in the past that has worked. In the rest inflation has done what it wnated to do based on more higher lever systems like demographic shifts or technological improvements. Study history. Fiscal is 1mm x more important than anything related to monitary"
X Link 2023-06-29T16:30Z [---] followers, [--] engagements

"when $NVDA is red in a bright green market:"
X Link 2023-06-29T19:56Z [---] followers, [---] engagements

"Will $has be the best consumer discretionary stock of H2 It looks like it wants the mid 80s with this LoTRs set release"
X Link 2023-06-29T21:24Z [---] followers, [---] engagements

"Long cardboard. $ip $wrk"
X Link 2023-07-03T20:56Z [---] followers, [---] engagements

"$meta Twitter knock off thing will fail because it will be run like fb and insta as a girl first platform. Twitter (and 4chan) are male first. This change might not seem huge but it will cripple the whole network which will cause it to be an afterthought. My 2c"
X Link 2023-07-09T01:45Z [---] followers, [----] engagements

"There are people on twitter and reddit who've I've talked about stocks with for more than [--] years who are going to know how insane this sounds but I think I'm going to look at getting long $ENPH here"
X Link 2023-07-05T15:12Z [----] followers, [---] engagements

"Here is a list of stocks I own but also hate: $Manu $exc That's the list"
X Link 2023-07-06T20:12Z [----] followers, [----] engagements

"The $meta site seems to be very fun for users"
X Link 2023-07-07T21:33Z [--] followers, [--] engagements

"Week in review. On short squeezes in $CVNA and $RIVN China stocks that have weird Friday night catalysts drops with massive buybacks in $BABA and a JPM earnings preview: Please watch enjoy and subscribe"
X Link 2023-07-08T18:02Z [---] followers, [--] engagements

"Here's a video on $enph it's 3.5% fcf yield and if I think the future growth is worth buying it at the [---] DMA"
X Link 2023-07-10T15:31Z [---] followers, [----] engagements

"The barred chart is $enph. The orange line is NG. If you believe like I do that NG has bottomed than it stands to reason Enph likely has as well. As energy prices go back up residents will look towards solar panels again as a cheaper alternative"
X Link 2023-07-10T15:31Z [---] followers, [---] engagements

"Shared to me by a friend. This seems really not bullish for $meta"
X Link 2023-07-10T16:33Z [---] followers, [---] engagements

"@PriceTimeExec I take near zero credit for timing this call as well as I did. I went long on Wednesday at [-----]. As long as NG keeps going up and rates stay peaceful $ENPH should see the low 200s again"
X Link 2023-07-10T21:41Z [---] followers, [--] engagements

"I read this as a short high end fashion stocks indicator. No positions at the time but something to watch"
X Link 2023-07-10T19:26Z [---] followers, [---] engagements

"Top is in for $nvda. Goldman Sachs today raised its price target on Nvidia $NVDA to $495 from $440 while maintaining its Buy rating Goldman Sachs today raised its price target on Nvidia $NVDA to $495 from $440 while maintaining its Buy rating"
X Link 2023-07-11T00:00Z [----] followers, [---] engagements

"This article is insane when you start working through the repercussions of it. The fed (and gov in general) misunderstanding what happened with SVB will doom the majority of VC and PE firms. Ironic to be sure"
X Link 2023-07-11T13:09Z [--] followers, [---] engagements

"$ce is going to crush very excited"
X Link 2023-07-12T03:33Z [---] followers, [---] engagements

"$Hon is also a big quantum play"
X Link 2023-07-12T03:52Z [---] followers, [---] engagements

"I bought some of $ATZAF at [-----]. Seems decently cheap"
X Link 2023-07-12T13:38Z [----] followers, [---] engagements

"on my $AMZN short $WBA long: Got stopped out on $AMZN short at -2.7% and up 6.3% on my $WBA long. Going to close it now"
X Link 2023-07-12T15:17Z [---] followers, [--] engagements

"@BlueDuckCap $deck (hoka) is better in all aspects and cheaper"
X Link 2023-07-12T23:37Z [---] followers, [---] engagements

"All the matters to $Dis long term is animation. Marvel/Star Wars/Espn et all are rounding errors if Disney Animation is humming. Iger is hitting year [--] without a new princess. Frozen was his one and only hit and they ran it into the ground one movie later. Animation is a mess"
X Link 2023-07-13T02:57Z [---] followers, [---] engagements

"For a premium of basically 2% over the average last [--] months price Congratulations $xom shareholders"
X Link 2023-07-13T12:08Z [---] followers, [--] engagements

"Oh man they're pumping $IBM all the dog shit is getting flows right now"
X Link 2023-07-14T00:10Z [---] followers, [---] engagements

"I bought some upside calls on $SYF for Jan. The downgrade was really more a 'hey this is a bank stock its not supposed to move 30% in a month' than an actual structural downgrade"
X Link 2023-07-14T15:33Z [----] followers, [---] engagements

"PSA for followers: I will not being doing any engagement farming on this account so that twitter can pay me. Instead I'll continue to post about stocks few people care about like $syf $has and $ce and other tickers that catch my eye. Thank you"
X Link 2023-07-14T20:06Z [----] followers, [---] engagements

"the $foxa downgrade today is ironic given the two pieces of tucker Carlson new today. First that he is likely launching basically a fox (but more tucker) on the internet (likely via twitter) and is raising money for it. From the sounds of it lots of money"
X Link 2023-07-15T04:17Z [---] followers, [---] engagements

"@NestBetter $schw"
X Link 2023-07-15T04:24Z [----] followers, [---] engagements

"We go from no news for weeks to suddenly all the downgrades and upgrades and tons of news and also $JPM and $WFC and $DAL reporting. Here's my long winded week in review: $glw $SYF and $ATVI $MSFT https://youtu.be/yaNk182u6jw https://youtu.be/yaNk182u6jw"
X Link 2023-07-15T17:14Z [----] followers, [---] engagements

"if ai bullshit rips downward before earnings I'll do a video at the end of the week talking more specifically about numbers. but off the top of my head [--] stocks I'll be looking at: $AMAT [---] $DUOL [---] $U [--] - 35"
X Link 2023-07-17T00:24Z [---] followers, [--] engagements

"some sexy $syf slides. first 30/90 day delinquencies are flatlining ticking down. That's amazing if it holds. 2nd slide: NII and deposits up yoy. How many other banks can say that. 3rd slide is showing that the consumer is spending still"
X Link 2023-07-18T10:50Z [---] followers, [--] engagements

"$SYF dividend raise to .25 a Q (9% raise). Reading between the lines on repuchasing plans probably continuing [--] - 2.5% of share repurchases a quarter through this time next year"
X Link 2023-07-18T12:20Z [---] followers, [---] engagements

"@ecommerceshares you should check out $SYF they pay out 4.5% on savings account and saw NII and deposit grow solidly"
X Link 2023-07-18T16:04Z [---] followers, [---] engagements

"@JoeDoeKnowsGuy $SYF (and $DFS) are clearly going to stand out as Non SIFI banks that have limited risk to bank runs. Without taht downside they should re-rate higher by [--] - [--] turns"
X Link 2023-07-18T16:44Z [---] followers, [--] engagements

"@MetacriticCap $syf-a $ce $enph $jnj"
X Link 2023-07-19T02:44Z [---] followers, [---] engagements

"@Citrini7 @TheFlowHorse $deck (hoka) is better in all ways"
X Link 2023-07-20T09:07Z [---] followers, [---] engagements

"Things of note this AM: $TSM says slowdown in all chips $JNJ Med device sales TO THE MOON (maybe new look at $PFE) Rumor that $twlo is getting a look at by Elliott group"
X Link 2023-07-21T04:06Z [---] followers, [---] engagements

"For those looking for real research into Hershey $hsy (or the history of chocolate in general) instead of paying a lot of money to an idiot bear writer read this instead: Chocolate Wars: The 150-Year Rivalry Between the World's Greatest Chocolate Makers"
X Link 2023-07-21T00:06Z [---] followers, [---] engagements

"it'll also talk about how bad management was at $KHC which is always a plus in my book"
X Link 2023-07-20T18:35Z [---] followers, [--] engagements

"If you're of the belief that the move in the QQQs (and broader tech) is because of gamma squeeze to the upside like in August [--] the mega caps went down by the following percentages after the August opex: $appl: 26% $tsla: 27% $amzn: 16% $goog: 11% $meta: 10% $msft: 7%"
X Link 2023-07-21T03:14Z [---] followers, [---] engagements

"Some thoughts on the disaster of $nflx $dfs and $tsla earnings. If you enjoy my content please like and subscribe. Its free"
X Link 2023-07-20T21:54Z [---] followers, [--] engagements

"$atvi announces a cash dividend ex day August first. .99"
X Link 2023-07-21T12:33Z [---] followers, [--] engagements

"A super secret TA pattern called 'todamoon' is starting to appear on $jnj $xom and $abbv charts as illustrated by my great arrow drawings below"
X Link 2023-07-22T15:02Z [----] followers, [---] engagements

"Thoughts on the regional banks healthcare stocks spotify price raises and smul earnings preview for next week. Please like and subscribe $jnj $zts $zion $key $tfc $mtb $pnc https://youtu.be/I8HLkD4bmX8 https://youtu.be/I8HLkD4bmX8"
X Link 2023-07-22T18:18Z [----] followers, [---] engagements

"A general reminder that musk loved the brand X so much that the $pypl board had to fire him when he was mid flight as CEO otherwise the company was going to go under because no one wanted to use a fintech called"
X Link 2023-07-26T19:33Z [---] followers, [----] engagements

"@esfeller1 @buccocapital They're already public ($bird) they were a great short against long $deck"
X Link 2023-07-23T15:48Z [---] followers, [---] engagements

"so it looks like $wrk and $ip are going to have a great H2"
X Link 2023-07-25T01:39Z [----] followers, [---] engagements

"$spot earnings and weak price raise is showing its just a commodity play similar to $dow or $dvn. Even if we give it some platform credit its margins are so bad that it should be valued around [--] - 15B unless they can figure out a non commodity revenue stream podcast aint it"
X Link 2023-07-25T11:24Z [----] followers, [---] engagements

"The below slide is why long $vz should work. Expenses down cash flow from operations up. 5g rollout is done and FCF is exploding. Current FCF yield is north of 11%. Historically it's at [--] to 9%. A 9% yield put them at [--] a share. Pretty solid"
X Link 2023-07-25T12:23Z [---] followers, [--] engagements

"Need to actually model out the financial impact of the $RTX news that overshadowed their decent-ish earnings. But sub [--] seems like a decent buy [--] seems especially nice"
X Link 2023-07-30T14:57Z [---] followers, [----] engagements

"$TROW seems interesting on this pullback in the fins space"
X Link 2023-07-25T19:17Z [---] followers, [--] engagements

"Given that one of the megas has pumped on AI and about [--] tech companies have also caught the ai bug if what $msft is saying is correct there will be a lot of blood in H2"
X Link 2023-07-25T22:23Z [---] followers, [--] engagements

"Some thoughts on yesterday's earnings bonanza With $MSFT $SPOT $GOOG $VZ $DOW $MMM $GLW. Please check it out like and subscribe"
X Link 2023-07-30T12:22Z [---] followers, [---] engagements

"Given the strength of reaction to solid (but not great) earnings by $abbv and strong reaction to solid earnings by $jnj and $abt isn't $pfe pretty undervalued here"
X Link 2023-07-27T14:13Z [----] followers, [---] engagements

"Video from [--] weeks ago laying out the bull case for $IP and $wrk which is playing out perfectly"
X Link 2023-07-27T17:08Z [---] followers, [--] engagements

"VC firms are another mess we're [--] months away from no exits for [--] years. That's why SIVB blew up. Could you imagine what a 3rd year of no exits look like There will be blood won't just be a movie title. CRE is a long cycle issue but same problem"
X Link 2023-07-31T04:32Z [---] followers, [--] engagements

"A couple of interesting stocks that have earnings next week first $hood. been in an uptrend since their last earnings report. Its getting a lot of the financial flows from the regional rally also possible positive GAAP earnings for the first time this Q given higher rates"
X Link 2023-07-28T19:35Z [---] followers, [--] engagements

"$azek a covid IP competitor of trex in the composit decking space. Imput costs have come down and prices have gone up if demand stays strong with prices up this should rip"
X Link 2023-07-28T19:35Z [---] followers, [--] engagements

"$MSI: huge IRA/fed to state gov stimmy winner. Stock has been flat since they killed it last earnings. Worry is the multiple is stretched. Hopefully it earns into a 300+ stock price"
X Link 2023-07-28T19:35Z [---] followers, [---] engagements

"$GNRC after mixed solar earnings with $FSLR doing well but $enph looking terrible with a nuts ceo how will GNRC do I personally think well"
X Link 2023-07-28T19:35Z [---] followers, [--] engagements

"Big bag of upcoming earnings that I'm interested in this week. The top five being $pypl $etsy $has $sbux and $amzn Please watch and enjoy"
X Link 2023-07-30T18:26Z [---] followers, [---] engagements

"@ShitcallCEO you should buy $HAS calls"
X Link 2023-07-31T20:26Z [---] followers, [--] engagements

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