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@commonsenseplay Common Sense Investor
There is increased scrutiny and skepticism towards quantum computing companies, particularly $IONQ, $RGTI, $QUBT, and $QBTS, with many questioning their growth prospects and business models. In contrast, some investors are bullish on $SRPT, Sarepta Therapeutics, which has seen a dip in stock price, with some seeing it as a multi-bagger opportunity. Meanwhile, short sellers are targeting various stocks, including $OKLO and $IONQ, citing concerns about their valuations and prospects.
Engagements: XXXXXX #
- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXXX +23%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXXXX +6.60%
Followers: XXXXXX #
- X Week XXXXXX +4.60%
- X Month XXXXXX +69%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance #3699 stocks #3550 cryptocurrencies #4116 technology brands XXXX% countries XXXX% fashion brands XXXX% automotive brands X% exchanges XXXX%
Social topic influence $rgti #2, $ionq #1, $qbts #1, $srpt #1, qbts #1, stocks #976, $bhvn #2, $oklo #2, $joby #1, $qubt #1
Top accounts mentioned or mentioned by @travfourr @martinshkreli @naplesrunner @pandaquantai @william_r2rclub @faillearn100 @genejchan @waltcapell @biancoresearch @cocjii @galway_dweller @seattlehiker1 @valueinvestor @greenerjos76402 @jlucer53 @mikealfred @musadamoor @jrouldz @tradergurujosue @martinshkrelis
Top assets mentioned Rigetti Computing, Inc. Common Stock (RGTI) IonQ, Inc. (IONQ) D-Wave Quantum Inc. (QBTS) Sarepta Therapeutics, Inc. (SRPT) Biohaven Pharmaceutical Holding Company Ltd. (BHVN) Oklo Inc. (OKLO) Joby Aviation, Inc. (JOBY) Quantum Computing Inc. (QUBT) PayPal Holdings Inc (PYPL) Bitcoin (BTC) Metadium (META) WEN Token (WEN) Beyond Meat, Inc. (BYND) NVIDIA Corp. (NVDA) Chipotle Mexican Grill, Inc. (CMG) Palantir (PLTR) Lululemon Athletica Inc (LULU) IREN Limited (IREN) Open Custody Protocol (OPEN) Ethereum (ETH) Moderna Inc (MRNA) Carter's Inc. (CRI) Calcium (CAL) Under Armour Inc Class C (UA) VERAsity (VRA) Alphabet Inc Class A (GOOGL) UiPath, Inc. (PATH) Tether (USDT) USDC (USDC) Goldman Sachs (GS) Regeneron Pharmaceuticals Inc (REGN) Alibaba Group (BABA)
Top Social Posts
Top posts by engagements in the last XX hours
"Breaking: Even more $IONQ insider sales today. CRO who just left Rima Allamadine filed to sell over $XXX million worth of shares today. This adds to the $XX million worth of shares that was filed yesterday by the CFO who also just resigned Thomas Kramer. You dont know more than the leadership team of $IONQ - they are selling everything as quick as they can"
X Link 2025-12-04T22:45Z 18.6K followers, 6475 engagements
"This flew under the rader on $SRPT - published on October 20th. Sarepta Therapeutics Limb-Girdle Muscular Dystrophy Gene Therapy SRP-9003 Produces Robust Expression of -SG in Phase X Trial. Another exciting part of their pipeline. No press release so I expect to hear updates on their pipeline during the earnings call next Monday"
X Link 2025-10-28T01:23Z 18.6K followers, 4753 engagements
"MUST WATCH FOR EVERYONE IN THE STOCK MARKET Retail investors will always be misled by hedge-fund billionaires. $IONQ $RGTI $OKLO $JOBY $IREN $LAES $BTC $BTQ $JOBY $OPEN $META $NVDA $GOOG This is why you should never rely on CNBC hedge-fund billionaires when they give highly public interviews to an audience of millions. Three weeks ago Paul Tudor Jones went on Squawk Box claiming it feels like 1999 and that the rally would continue through year-end. His Key Insights: - "The biggest winners are Gold and Bitcoin". "there is a Morgan Stanley basket that is a Retail flow basket that has all the"
X Link 2025-11-22T20:00Z 18.6K followers, 111K engagements
"COMMON SENSE INVESTING: STOCK PICK OF THE WEEK - PayPal $PYPL Everyone knows PayPal has been smoked over the last few years - the chart makes that pretty obvious. The stocks down XX% in the past X years and roughly XX% YTD now sitting around $XXXXX with a market cap of $56B. But heres the part people miss: the business isnt nearly as bad as the stock price makes it look X. The fundamentals are way better than the sentiment. - Last quarter PayPal pulled in $8.4B in revenue (+7% YoY) with trailing 12-month revenue around $33B. - They still have about 438M active accounts worldwide. - This is"
X Link 2025-11-24T00:09Z 18.6K followers, 116.9K engagements
"BREAKING: Sarepta ( $SRPT ) shared a Phase 1/2 update on SRP-1003 its investigational siRNA therapy for myotonic dystrophy type X (DM1). This is driving todays X% gain. Remember the value of their pipeline alone is worth at least half their current market cap IMO. Summary of the PR: - Cohorts X & X completed; cohort X fully enrolled and ongoing - Cohort X dosing underway; final XX mg/kg cohort set for early 2026 - Positive safety review allows dose escalation - $ARWR Arrowhead to receive a $200M milestone payment after hitting enrollment targets SRP-1003 is part of Sareptas expanding siRNA"
X Link 2025-11-24T19:57Z 18.6K followers, 3533 engagements
"When you feel as confident in your short on Quantum as Michael Burry did buying credit default swaps betting against the housing market in 07/08. Im not expecting a $725M payday but I am aiming for a XXX% YTD return - currently sitting at +74% $IONQ $RGTI $QUBT $QBTS"
X Link 2025-11-24T22:35Z 18.6K followers, 105.6K engagements
"$SRPT continues to look strong - marching back to $20"
X Link 2025-11-25T14:36Z 18.6K followers, 2359 engagements
"More good news for Sarepta $SRPT. FDA greenlights ENDEAVOR Cohort X allowing Sarepta to test an enhanced immunosuppression regimen that could reduce liver-injury risks in non-ambulant Duchenne patients. If successful it paves the way to resume commercial dosing for non-ambulatory DMD boys - expanding ELEVIDYS addressable market and strengthening its leadership in DMD gene therapy"
X Link 2025-11-25T17:22Z 18.6K followers, 2688 engagements
"$DYDNF / $DND.TO Dye & Durham just dropped a major update on its late filings OSC review and default risk. Heres what matters: X. OSC review is DONE. The Ontario Securities Commission has officially completed its issue-oriented review into D&Ds accounting (goodwill impairment revenue treatment). This removes a major regulatory overhang. X. New waiver needed to avoid default. D&D missed both its annual and Q1 filings. A 30-day cure period on the Q1 miss ends Dec XX. Theyre now negotiating a new lender waiver so the missed filings dont become an event of default. Lenders cant act yet. X. MCTO"
X Link 2025-11-26T14:33Z 18.6K followers, 7125 engagements
"Liftoff -we just blew past $XX dollars on $SRPT. Price Target $50"
X Link 2025-11-26T15:41Z 18.6K followers, 5548 engagements
"This is why I keep buying $SRPT"
X Link 2025-11-26T16:41Z 18.6K followers, 5220 engagements
"HOW ONE OF THE GREATEST INVESTORS STANLEY DRUCKENMILLER CONSISTENTLY BEAT THE MARKET $IONQ $RGTI $OKLO $JOBY $IREN $LAES $BTC $BTQ $JOBY $OPEN $META $NVDA $GOOG His Key Unconventional Insights: - "My idea of risk control is a little non-conventional" - "I like putting my eggs all in one basket and then watching the basket very carefully" - "At most business schools they teach I think a lot of nonsense called risk adjusted return and diversification" - "As a money manager if you look at a normal portfolio most people will make XX% to XX% of their money on two or three ideas even though they'll"
X Link 2025-11-27T00:49Z 18.6K followers, 36.7K engagements
"MY BIGGEST HIGHEST CONVICTION STOCK POSITION Dye & Durham $DND.TO (Canada) $DYNDF (US) - The Forced Takeover Story Nobody Is Talking About Dye & Durham - is one of the most explosive special situations in Canada and the endgame is almost certainly a buyout Heres the real sequence: X. Just over X months ago Advent International (a top-tier global PE fund) made an $825M offer ($12/share). - D&Ds board rejected it. - This decision set off the chain reaction. X. Ex-CEO Matt Proud (Plantro) started trying to take the company private he made multipe buyout offers: - Feb 2025: Bid #1 - $20/share -"
X Link 2025-11-28T04:17Z 18.6K followers, 54.2K engagements
"JUST IN: WHY President Trumps signal that the U.S. may completely cut income tax is not achievable Countries with X% income tax today: -UAE - Qatar - Kuwait - Bahamas - Cayman Islands - Monaco How they do it: X. Huge revenue from oil/tourism/finance X. Small populations X. Rely heavily on VAT consumption taxes & import duties X. Wealthy resident base means higher per-capita revenue. Could the U.S. replicate this In theory yes - but heres the problem: - Tariffs bring in $XXX BILLION a year - Income taxes bring in $XXX TRILLION a year Thats a $XXX TRILLION GAP To close it tariffs would need to"
X Link 2025-11-28T14:17Z 18.6K followers, 1.9M engagements
"This is why I bought $PYPL - thesis below. Up over X% since my post over the last X days"
X Link 2025-11-28T17:03Z 18.6K followers, 41.9K engagements
"@Musadamoor You love RGTI for what reason"
X Link 2025-11-29T17:02Z 18.6K followers, 4883 engagements
"My current watch-list for potential long / swing entries - seeing rotation into value and several names are deeply red YTD along with some growth stocks I like (PATH & UPWK): - Chipotle ( $CMG ): XXXX% YTD - PayPal ( $PYPL ): XXXX% YTD already in - Figma ( $FIG ): -XX% since IPO - Wendys ( $WEN ): XXXX% YTD - UPS ( $UPS ): -XX% YTD - UiPath ( $PATH ): +7% YTD - Upwork ( $UPWK ): +20% YTD - Caleres ( $CAL ): -XX% YTD - Under Armour ( $UA): XX% YTD - Caesars ( $CZR ): - XX% YTD - Lululemon ( $LULU ): -XX% YTD"
X Link 2025-11-29T17:41Z 18.6K followers, 41.5K engagements
"@jrouldz @Carrington__m That's stating the obvious - but you can assign a probability to each potential outcomes The most probably outcome for RGTI is it goes back to single digits"
X Link 2025-11-30T01:57Z 18.6K followers, XX engagements
"I appreciate the feedback too and your openness to hear the other side. To me I don't think I am being sensational when it comes to quantum. Companies like $RGTI and $QBTS - I've stated they should drop 90%. They've already dropped XX to XX% from their peaks and I think they will go down a lot further. That's not me being sensational that is me running the fair value models and determining where their valuation should actually be"
X Link 2025-11-30T02:12Z 18.6K followers, XXX engagements
"@Driller562 You're buying the commodity itself or the underlying producers I think $oxy is cheap - might enter"
X Link 2025-11-30T02:21Z 18.6K followers, XXX engagements
"Retail mania Fidelity just published their list of most traded retail stocks by order flow. Guess who comes in at number #6 right after Amazon and Tesla more than even QQQ or VTI ----- our good aul friend $RGTI. This is entirely driven by Retail mania. Insane that a stock this size can trade the same volume as Tesla and Amazon. Collapse will come. Other notable appearances $OKLO at number #8 and $QBTS at #16"
X Link 2025-11-30T06:40Z 18.6K followers, XXX engagements
"COMMON SENSE STORY TIME VOLUME #11 $OKLO $JOBY $LAES $BYND $BTQ $IONQ $RGTI $QBTS $META $SPCE $PLTR Simonelle lost her entire life savings This story is a textbook example of how hype can wipe out your savings if you dont have a plan. She put $5000 - basically her whole savings at XX - into $ZIP right near its all-time high during the COVID BNPL frenzy. This quote sums it up perfectly: - "Now youd think that before I sunk the majority of my lifes savings into a single company Id have done extensive research to justify it. The reality was far from that. - "Did I read a financial statement No."
X Link 2025-11-30T18:29Z 18.6K followers, 6190 engagements
"WHY YOU ALWAYS LOSE WHEN IT COMES TO STOCK MARKET OPTIONS $OKLO $JOBY $LAES $BYND $BTQ $IONQ $RGTI $QBTS $META $SPCE $PLTR $PYPL $SOFT $NVDA $MSFT $TESLA People always hype options as small premium huge upside. Heres why I stay away - and why the other side of the trade matters more than people admit: X. Most contracts go to zero - OCC/CBOE data shows XX% of options expire worthless- yes you read that correctly XX% - Seeing that stat was my wake-up call - not because options are bad but because most of the structures work against the actual buyer. X. Deep OTM strikes are stacked against me -"
X Link 2025-11-30T23:09Z 18.6K followers, 6481 engagements
"BREAKING: Chinas central bank is escalating its crypto crackdown this time zeroing in on stablecoins ( $USDT/ $USDC). Stablecoins now handle XX% of all crypto transactions and carry $250B+ in value - theyre one of Bitcoins main liquidity rails in Asia Cutting those rails means more selling pressure and higher volatility. If fear spreads and other countries follow $BTC could see a renewed downtrend. I am very bearish of Crypto (no position) - I agree with Buffett and Dimon"
X Link 2025-11-30T23:37Z 18.6K followers, 7760 engagements
"SHORT SELLING IS JUST INHERENTLY TREACHOROUS Surprised to hear this from @BillAckman regarding short selling. In this clip Ackman talks about why he doesnt short stocks anymore and how dangerous short selling can be. But it wasnt always this wayEarlier in his career Ackman lived and thrived in the short-seller arena - sometimes winning sometimes getting burned. Heres some of his most famous trades: X. Herbalife (20122018): His most famous $1B short ended as a -$760M to -$1B loss after a 6-year war. X. MBIA equity short: A win though the real payoff came from CDS not the stock. X. Ambac &"
X Link 2025-12-01T00:19Z 18.6K followers, 12.1K engagements
"Tomorrow could be a bloodbath for the X public Quantum pure plays $IONQ $RGTI $QBTS $QUBT The continued drawdown today in $BTC may act as a catalyst for a broader risk-asset correction given its recent correlation with high-beta tech names. If BTC continues to break key support levels momentum-driven selling could spill into speculative sectors. RGTI is down -XXXX% overnight and looks incredibly weak. Its recent price action suggests deteriorating buyer strength with fading volume on rebounds and increasing sell pressure. Coupled with every SINGLE publicly traded quantum pure-play being left"
X Link 2025-12-01T03:36Z 18.6K followers, 11.7K engagements
"JUST IN: Japan's 20-Year Bond Yield jumps to highest level since 1998 WHAT THIS ACTUALLY MEANS FOR YOUR 401K AND STOCK INVESTMENTS $OKLO $JOBY $LAES $BYND $BTQ $IONQ $RGTI $QBTS $SPCE Japans 20-Year Bond Yield just hit XXXX% the highest in decades - up from XXXX % a year ago a XX% jump for bond yields this is pretty crazy That matters for U.S. markets because: - Japanese investors recently sold a net XXXXX billion (US $XXXX billion) of foreign stocks - their largest weekly foreign-stock sell-off in months. - Foreign investors overall hold XX% of the U.S. stock market; a shift from U.S. stocks"
X Link 2025-12-01T05:39Z 18.6K followers, 15.8K engagements
"$JOBY down nearly X% - Goldman Sachs downgrade to SELL with a $XX PT contributing to the decline. I am short"
X Link 2025-12-01T14:46Z 18.6K followers, 6760 engagements
"$PYPL goes green and looking strong considering general weakness in the market today I bought more"
X Link 2025-12-01T14:55Z 18.6K followers, 3213 engagements
"WE PRINTING TODAY $IONQ $RGTI $OKLO $JOBY $BTQ"
X Link 2025-12-01T15:24Z 18.6K followers, 2914 engagements
"Took profit on $JOBY short. Covered at $XXXXX. XX% Profit"
X Link 2025-12-01T16:28Z 18.6K followers, 3643 engagements
"For those asking - not covering quantum anytime soon. Price targets for my short below. $ionq $rgti $qbts"
X Link 2025-12-01T16:30Z 18.6K followers, 10.3K engagements
"Entered $SPRB with very small position XXX shares ($20k) - got in just under $XX. Will add if it drops further - this could be a X to 4x if the pipeline materializes"
X Link 2025-12-01T19:22Z 18.6K followers, 7753 engagements
"For those wondering why I entered $SPRB on XX% dip today"
X Link 2025-12-01T19:53Z 18.6K followers, 22.8K engagements
"Quantum performance today $RGTI looks particularly weak - my largest short. $IONQ $RGTI $BTQ $QBTS $CCCX $QUBT"
X Link 2025-12-01T23:27Z 18.6K followers, 8275 engagements
"$SPRB up nearly X% in overnight trading and up XX% from my entry today. This has potential to go to $XXX if they deliver on their pipeline Will start taking profit at $200- Im holding for next X months at least and potentially growing the position. Its currently a small allocation in my portfolio"
X Link 2025-12-02T02:34Z 18.6K followers, 7631 engagements
"@tradergurujosue Interactive Brokers (IBKR) is a good one and Charles Schwab"
X Link 2025-12-02T16:58Z 18.6K followers, XXX engagements
"Positioning for Trumps New Fed Chair (Kevin Hassett) Why Long Bonds $TLT May Outperform Stocks in a Fast-Cut Cycle Trump has introduced his new Fed Chair Kevin Hassett- someone known for being pro-growth pro-liquidity and openly supportive of lower interest rates. Markets now expect a faster-than-normal rate-cut cycle but not a crisis-style slash. Heres the realistic path: Fast early cuts then a steady easing glide: - Mar 25: XX basis points (bps) - May 25: XX bps - Jun 25: XX bps - Jul 25: XX bps - Sept 25: XX bps - Nov 25: XX bps - Dec 25: XX bps - Jan 26: XX bps This takes Fed Funds from"
X Link 2025-12-03T00:57Z 18.6K followers, 23K engagements
"The private quantum giant Quantinuum (majority-owned by $HON) was the only pure quantum company selected for the Trump administration's Genesis mission. It cannot be a coincidence that they lead with XX logical qubits. Zero from $IONQ $RGTI $QBTS $CHAC. "But. but. their roadmap says they will have more" Anyone can publish a roadmap. Delivering on it is the hard part"
X Link 2025-12-03T05:01Z 18.6K followers, 11.2K engagements
"Now up over XX% in two days on $SPRB position. Congrats to those who followed me in"
X Link 2025-12-03T15:03Z 18.6K followers, 6246 engagements
"Some weird action in quantum today. Isnt $IONQ supposed to be the real leader here $QBTS and $RGTI up"
X Link 2025-12-03T15:14Z 18.6K followers, 7423 engagements
"Continued strength from Sarepta $SRPT - hopefully you didnt get shaken out on any dips. This will go back to $50"
X Link 2025-12-03T19:00Z 18.6K followers, 4664 engagements
"$SPRB PT raised to $XXX. I dont place much important on analysts price targets - especially from Leerink but interesting to see the sentiment switch nonetheless"
X Link 2025-12-03T21:49Z 18.6K followers, 4039 engagements
"D-Wave $QBTS finished up nearly XX% today following the news they: - Announced the "forming of a new business unit dedicated to driving the adoption of its quantum computing products and services within the U.S. government. Led by seasoned government and public sector business executive Jack Sears Jr. the newly established unit will support D-Waves enterprise-wide U.S. government-related initiative" So the market adds a billion dollar of market cap for simply announcing a new business unit The world has lost it. I see temporary spikes like this as opportunities to increase my short positions."
X Link 2025-12-04T01:09Z 18.6K followers, 8745 engagements
"Prediction: Vinay Prasad will be out by Christmas $MRNA $AMGN $REGN $GILD $VRTX $BIIB $NBIX $HALO $SGEN $IONS $EXEL $ARGX $SRPT $SPRB $CAPR Twelve former commissioners - including several who served under Trump - have come out strongly against Prasads proposal for sweeping vaccine changes. Theres no way he makes it to the end of the year at this rate. Prasads time is up. The question is if Prasad is pushed out - does Makary go with him"
X Link 2025-12-04T01:28Z 18.6K followers, 10.2K engagements
"@ShashiVas good question . $SRPT imo risk is behind them. Proven therapies recurring revenue - growing market. $SPRB has potentially higher upside if pipeline materializes but very small market cap and higher risk"
X Link 2025-12-04T02:26Z 18.6K followers, XXX engagements
"I agree with Burry (maybe not as extreme but I see a major pullback incoming weak consumer jobs softening bubbles everywhere Japanese meltdown Bitcoin liquidations) - XX% of my portfolio is in long term bond ETF's. - $TLT US - $ZFL.TO (I expect faster rate cuts in Canada)"
X Link 2025-12-04T04:59Z 18.6K followers, 10.3K engagements
"$SRPT looking strong lately - back above $XX. Im holding until we get back to $50"
X Link 2025-12-04T15:18Z 18.6K followers, 3831 engagements
"Agree with Burry Dimon Munger and Buffett. $BTC is not worth anything. Its the tulip bulb of our time"
X Link 2025-12-05T00:13Z 18.6K followers, 4845 engagements
"$OKLO down nearly 9%"
X Link 2025-12-05T14:57Z 18.6K followers, 6819 engagements
"Agree - $SRPT is my second largest long. It will rip back to $XX. One of the Most Misunderstood Biotechs on the Market in my opinion. Some people see Sarepta as a company in trouble. I see it as a multi-bagger hiding in plain sight. After going through the latest numbers regulatory updates and growth trajectory I think the market is massively underpricing whats actually happening here. Im long (second largest position) and plan to stay that way for at least a year. This isnt about short-term swings (there will be plenty of those). Its about what Sarepta looks like once the dust settles. The"
X Link 2025-12-07T22:20Z 18.6K followers, 1006 engagements
"Dye and Durham now up over 21%. $DND.TO (US) / $DYNDF (CAN) I think the buyout happens in the $X to $X - LOTS of upside from here. I bought more - my largest long"
X Link 2025-12-08T15:19Z 18.6K followers, 4992 engagements
"Did you even read it This means nothing. Has nothing to do with: - whether they can file before Dec XX - default risk under the credit agreement - Lender waiver This is strictly about the statutory rule that says: You must send the annual financials to shareholders XX days ahead of the meeting. Because their AGM is at the end of December. That rule is often waived when audits take longer there are filings in progress. Courts grant this all the time - I don't see any impact"
X Link 2025-12-08T23:33Z 18.6K followers, XXX engagements
"The Average Net Worth For The Above Average Person According to the latest Federal Reserve's Triennial Consumer Finance Survey available the average net worth for the following ages are: - Under 35:$76200 - 35-44:$288700 - 45-54:$727500 - 55-64:$1167400 - 65-74:$1066000 - 75+:$1067000 Not bad. Believe it or not the average household net worth in America is now $XXXX million. But these average net worth numbers are skewed by the super rich who have generated an enormous amount of wealth since the financial crisis. The median household net worth is closer to $192000 which is a better reflection"
X Link 2025-12-09T01:40Z 18.6K followers, 3801 engagements
"@nytrader1836 back test it and let me know how it goes"
X Link 2025-12-09T03:05Z 18.6K followers, 1546 engagements
"The Richest Man in the World Youve Never Heard Of Yoshiaki Tsutsumi didnt wear designer suits he rarely gave interviews. Most people outside Japan never learned his name. Yet for X straight years Forbes called him the richest person on Earth. Not Gates not Buffett Tsutsumi X. How he started his Empire: He inherited land trains and hotels from his father and built something enormous: - Railways around Tokyo - Resorts across Japan - Ski mountains golf courses shopping malls - Even a pro baseball team he bought the Seibu Lions baseball team even though he wasnt a baseball fan. Why Because owning"
X Link 2025-12-09T12:45Z 18.6K followers, 4126 engagements
"Quantum looking very weak in pre-market red across the board 🩸 $IONQ $RGTI $QBTS $QUBT"
X Link 2025-12-09T14:12Z 18.6K followers, 3847 engagements
"@DrAngeloCapital I hope this is a joke - please don't put your entire life savings into any one position"
X Link 2025-12-09T20:07Z 18.6K followers, XXX engagements
"@xDeeez And you believe that roadmap Read this - key to know about $IONQ's past"
X Link 2025-12-10T03:54Z 18.6K followers, XXX engagements
"@WaltCapell like who"
X Link 2025-12-10T20:45Z 18.6K followers, XXX engagements
"@buyingwater247 @rajatscribbles_ are you confused or new to investing"
X Link 2025-12-10T21:34Z 18.6K followers, XX engagements
"@GlenRubin @rajatscribbles_ you've been saying that for a while Glen"
X Link 2025-12-10T22:56Z 18.6K followers, XX engagements
"WHY YOURE GOING TO LOSE MONEY ON STOCKS THIS DECADE Legendary investor Howard Marks puts it bluntly: When you buy the S&P XXX at a 23x P/E your 10-yr annualized return has always fallen between +2% and X% IN EVERY CASE EVERY CASE. Today the market sits at a 25x P/E. Add inflation and your returns are negative. So whats Marks doing Buying bonds During the 20002002 crash: - Long-term Treasuries: +4045% - NASDAQ: XX% History doesnt repeat perfectly but it rhymes. We might only be in the first inning of the next pullback. Im already reallocating heavily into long-term bond ETFs like $TLT and"
X Link 2025-11-14T01:16Z 18.6K followers, 1.4M engagements
"Buying more $BHVN on this dip"
X Link 2025-11-21T15:05Z 18.6K followers, 2509 engagements
"WHY NOT TO INVEST IN CHINESE STOCKS I avoid investing in Chinese stocks even though many of them look extremely attractive on a valuation basis. Companies like $BABA $BIDU and $BYD trade at significant discounts compared to their U.S. counterparts. For example - Alibaba often trades at a P/E ratio less than half of Amazons. - Baidu trades far below U.S. AI peers despite strong technology and - BYDs growth is not reflected in its valuation the way Teslas is. On fundamentals alone these should be compelling opportunities. But the problem isnt the businesses - it's the regulatory and"
X Link 2025-11-26T19:23Z 18.6K followers, 65.3K engagements
"One of the strangest patterns in the stock market that you don't know about $SPY $VTI $VOO I recently watched an interview with Samir Varma a theoretical physicist turned trader hedge-fund manager- he earned his doctorate in particle physics from University of Texas at Austin and was one of the first to execute profitably quantitative futures strategies. He noted - over XX years almost all of $SPY s gains happened while the market was CLOSED I found this super interesting so I did some digging to see if this was true and here's the data: According to a long-term analysis (19932025) the"
X Link 2025-12-09T02:26Z 18.6K followers, 87.7K engagements
"@statistici89506 @MartinShkreli Exactly we are an extraordinary bull market. If you have a sizeable investment - managing risk should be at the forefront of your mind"
X Link 2025-12-11T23:26Z 18.6K followers, XX engagements
"I still can't believe the $ionq CEO is getting away with saying this. "they will wipe the floor" with NVIDIA by 2027. That's XX months away. Peak hype verging on fraud. He also says this while selling $104million dollars worth of shares making himself rich off the hype comments he makes on every podcast/interview. Won't end well $IONQ $RGTI"
X Link 2025-10-11T01:35Z 18.6K followers, 120K engagements
"The real economy is being crushed The consumer isnt strong . the tape says otherwise. While job's are dropping off a cliff yet trash speculative stocks go hyperbolic. YTD RETURNS XX KEY CONSUMER STOCKS: - Chipotle ( $CMG ) -XX% - Wendys ( $WEN ) -XX% - Lululemon ( $LULU ) -XX% - Caleres ( $CAL ) -XX% - Carters ( $CRI ) -XX% - Vera Bradley ( $VRA ) -XX% - Under Armour ( $UA ) -XX% - Whirlpool ( $WHR ) -XX% - Caesars Entertainment ( $CZR ) -XX% - Macys ( $M ) -XX% X YEAR RETURNS SPECULATIVE HYPE STOCKS: - RIGETTI ( $RGTI ) +3817% - DWAVE ( $QBTS ) +3606% - IONQ $IONQ ) +304% - OKLO ( $OKLO )"
X Link 2025-11-02T17:12Z 18.6K followers, 125.7K engagements
"Observation: - Ive found the most educated retail investors to be in Biotech the least - Quantum"
X Link 2025-11-15T02:01Z 18.6K followers, 5303 engagements
"WARREN BUFFETT AND JAMIE DIMON ON WHY NOT TO INVEST IN CRYPTO $BTC $ETH Warren Buffett explains it perfectly: - "If you buy something like Bitcoin or some cryptocurrency you don't really have anything that is producing" .like a farm or a business. "YOU ARE JUST HOPING THE NEXT GUY PAYS MORE". I agree with Buffett and personally do not invest in crypto. The risk of catastrophic drawdowns in this asset class alone gives me heartburn. In the past X years $BTC has experienced: - X declines greater than -XX% - X declines greater than -XX% That level of volatility is far beyond what Im comfortable"
X Link 2025-11-16T22:52Z 18.6K followers, 197.2K engagements
"Bought more $BHVN Biohaven on this dip"
X Link 2025-11-17T19:11Z 18.6K followers, 22.8K engagements
"This is what true insider conviction looks like. $BHVN Biohaven has seen zero insider selling over the past two years-only insider buying. On November 13th insiders purchased over $XX million worth of shares including a $X million buy from CEO Coric Vlad. That alone speaks volumes about their confidence in the companys future. $BHVN is poised to explode. Its one of my highest-conviction long positions. With the stock down over XX% in the past year and trading around $X the risk-reward is exceptional. My price target: $20$30. Thats an easy 3x4x from here"
X Link 2025-11-18T02:40Z 18.6K followers, 24.8K engagements
"My mission has always been simple: cut through the hype expose false narratives and bring real truth to retail investors. Ill always stay fully independent. I will never accept paid stock-pumping deals - the kind that are everywhere on X - not now not ever If you want to support that mission consider subscribing. Subscribers will also get access to 1:1 chat. But after thinking long and hard about it Ive decided I wont post exclusive market content behind a paywall. Everyone deserves to know whats really happening in the markets - the things CEOs wont tell you and the things those recycled"
X Link 2025-11-18T03:57Z 18.6K followers, 66.5K engagements
"Biohaven $BHVN is now up over 10%. Congrats everyone who jumped in with me"
X Link 2025-11-18T16:59Z 18.6K followers, 9225 engagements
"BREAKING: Even more insider buying at Biohaven $BHVN - over $33M worth of buys in the past few days from the CEO key directors and just yesterday the Chief Accounting Officer jumped in too. When the head of accounting is buying common shares on the open market its a pretty strong signal the company is undervalued. I added to my position today"
X Link 2025-11-19T19:05Z 18.6K followers, 40.3K engagements
"Biohaven $BHVN now green on day the day. Always follow the inside money"
X Link 2025-11-19T20:51Z 18.6K followers, 4935 engagements
"$BHVN Biohaven hit $XX dollars. Hope you were listening"
X Link 2025-11-20T14:44Z 18.6K followers, 3372 engagements
"Congrats everyone who followed along with $BHVN. Now up over X% and up over XX% since I entered my position"
X Link 2025-11-20T16:30Z 18.6K followers, 3565 engagements
"Bought more $BHVN on this sell off"
X Link 2025-11-20T18:52Z 18.6K followers, 2775 engagements
"$BHVN moving up premarket +2.11% - watch this one rip up +10% today"
X Link 2025-11-21T14:06Z 18.6K followers, 1820 engagements
"@bluebluegreenw $BHVN $SRPT $DYNDF"
X Link 2025-11-21T17:48Z 18.6K followers, XXX engagements
"This could actually be a good long list - rotation from bubble to real economy. YTD RETURNS XX KEY CONSUMER STOCKS: - Chipotle ( $CMG ) -XX% - Wendys ( $WEN ) - XX% - Lululemon ( $LULU ) -XX% - Caleres ( $CAL ) -XX% - Carters ( $CRI ) -XX% - Vera Bradley ( $VRA ) -XX% - Under Armour ( $UA ) -XX% - Whirlpool ( $WHR ) -XX% - Caesars Entertainment ( $CZR ) -XX% - Macys ( $M ) -27%"
X Link 2025-11-21T21:45Z 18.6K followers, 89.8K engagements
"This "kid" has over 40000 followers on X. These are the people currently buying crypto and $BTC. Dangerous situation where teens are encouraging other teens to jump into speculative bubbles. None have invested through an actual recession - lessons will unfortunately be learned the hard way"
X Link 2025-11-22T17:50Z 18.6K followers, 19.6K engagements
"THIS IS WHY YOU WILL LOSE MONEY IN THE STOCK MARKET CHASING HYPE $IONQ $RGTI $LAES $BTW $OKLO $JOBY $META Peter Lynch one of the greatest investors of all time sums it up perfectly: - "Stocks are not lottery tickets" - "There is a company behind every stock if the company does well the stock does well.it's not that complicated" - "People get carried away and first of all they try and predict the stock market that is a total waste of time no one can predict the stock market" This advice is timeless. Unfortunately many new investors are jumping into hype sectors and stocks like Quantum ( $ionq"
X Link 2025-11-23T21:53Z 18.6K followers, 90.6K engagements
"@streetbets7 $SRPT $BHVN $REGN and will be entering a position on $MRNA tomorrow"
X Link 2025-11-24T02:03Z 18.6K followers, XXX engagements
"$SRPT continues to show strength - my largest long"
X Link 2025-11-24T14:43Z 18.6K followers, 3394 engagements
"Just because YOU buy or short a stock does not mean it will magically turn in your direction right away. If you have done your research and believe in your thesis let it run. HAVE CONVICTION At the moment my highest conviction trades are: - Still short Quantum ( $IONQ $RGTI $QUBT $QBTS ) - Biggest long $SRPT - will be above $XX by Xmas - Speculative play $DYNDF / $DND.TO - buyout announcement imminent - easy double - Continuing to buy $META under $XXX - Opened long positions in $PYPL and $NVO"
X Link 2025-11-24T15:32Z 18.6K followers, 11.6K engagements
"$SRPT IS MOVING - +7%"
X Link 2025-11-24T15:47Z 18.6K followers, 3468 engagements
"BREAKING (Bloomberg): People Dont Understand Whats Happening With RETAIL Investors in South Korea $IONQ $RGTI $QBTS South Korean retail is so obsessed with US leveraged ETFs that regulators are now forcing mandatory DMV-style training just to buy them. Starting Dec XX anyone in Korea wanting to trade foreign leveraged or inverse ETFs must: take a 1-hour online course pass a 3-hour mock-trading program complete extra steps for derivatives abroad Why Because Korean retail put $7B into US leveraged ETFs in October alone and $30B YTD They are also some of the most aggressive traders of US"
X Link 2025-11-24T23:40Z 18.6K followers, 324K engagements
"The Hidden Danger of Single-Stock Investing: Even the Biggest Tech Names Can Go to Zero $OKLO $BURL $ETN $AAL $RGTI $IONQ $CSCO $INTU $OPEN $QBTS $ACCH $LAES $BTQ $RGTI I see this everywhere on X lately - people putting their entire Life Savings into a single speculative stock it's utter madness Putting too much of your portfolio into a single company can look smart when the story is good until the story breaks. Tech history is full of giants that looked unstoppable right before they collapsed Here are XX well-known tech companies that ultimately wiped out shareholders you can learn from the"
X Link 2025-11-25T19:46Z 18.6K followers, 12.4K engagements
"$SRPT Looks like analysts are finally starting to see what Ive been seeing. Wells Fargo just released a $XX price target - about XXX upside from where its trading today. I see $XX dollars over the next few months"
X Link 2025-11-26T15:28Z 18.6K followers, 4928 engagements
"@ChelseaCentro $SRPT $DND.TO $BHVN $META $PYPL - few others too"
X Link 2025-11-26T19:29Z 18.6K followers, XXX engagements
"Strong bounce back on $BHVN today. Don't get shaken out on dips - expect volatility in Biotech its part of the journey"
X Link 2025-11-26T19:39Z 18.6K followers, 2821 engagements
"Awesome day in the markets for my current positions - longs and shorts both performing well. +76% YTD return for my portfolio Longs: - $SRPT +8.3% ✅ - $DND.TO +3.6% ✅ - $BHVN +1% ✅ - $SPRB +5.2% ✅ - $META -0.4%❌ - $PYPL +1% ✅ Shorts: - $IONQ -XXXX% ✅ - $RGTI -XXXX% ✅ - $QUBT -XXXX% ✅ - $QBTS -XXXX% ✅ - $BTQ -XXX% ✅ - $OKLO +3.4% ❌ - $JOBY +1.4% ❌ Bonds: - US $TLT +0.44% ✅ - Canadian +0.24% ✅"
X Link 2025-11-26T21:06Z 18.6K followers, 11.1K engagements
"Ever wondered how great investors actually find winning stocks These are the exact fundamentals Peter Lynch used to spot high-potential companies $DBX $FVRR $COUR $AI $SOUN $GLBE $NU $HIMS $S $DUOL $ROKU $IOT $PYPL The Peter Lynch Stock-Picking Checklist: X. Trailing P/E XX X. Forward P/E XX X. EPS Growth XX% X. Debt-to-Equity XX% X. Market Cap $5B X. PEG Ratio XXX Why P/E Matters - You want to avoid overpaying for a company. - Lower P/E means higher margin of safety. - A forward P/E under XX signals expectations of future earnings strength. Examples with reasonable valuation metrics: $DBX"
X Link 2025-11-27T16:36Z 18.6K followers, 13.7K engagements
"MAJOR NEWS FOR QUANTUM $IONQ $RGTI $QUBT $QBTS GENESIS MISSION FALLOUT FOR QUANTUM STOCKS The White House just unveiled the Genesis Mission - and every major tech titan got a seat at the table: IBM Amazon (AWS) Google NVIDIA Microsoft AMD Anthropic OpenAI even Quantinuum. But heres the real shocker: - Quantinuum - the ONLY pure-play quantum company included - it's also PRIVATE. Every SINGLE publicly traded quantum pure-play was left out: $IONQ $RGTI $QBTS $QUBT This is a massive red flag for the public quantum sector The message is loud and clear: - The U.S. government doesnt see the current"
X Link 2025-11-27T22:02Z 18.6K followers, 22.4K engagements
"Shorted more $RGTI - THE VOLUME IS DEAD"
X Link 2025-11-28T14:39Z 18.6K followers, 7202 engagements
"$BHVN looking strong"
X Link 2025-11-28T15:18Z 18.6K followers, 3357 engagements
"People saying the chart doesnt look good for Rigetti shorts right now are missing the entire point. The chart is irrelevant. The business is the problem. $RGTI Rigettis own leadership has said commercial scale and meaningful sales are still a decade away. That's why he sold XXX% of his shares in May There is no proven business model no recurring enterprise demand and revenues that dont come close to supporting its valuation. Yet Rigetti is still valued close to $9BILLION in market cap - on decreasing pitiful sales of less than $10million. They didn't progress to the next stage of DARPA they"
X Link 2025-11-28T16:26Z 18.6K followers, 13.9K engagements
"TRUMPS MANIPULATION OF THE STOCK MARKET Here are XX times Trumps words or tariff moves shook the markets just in 2025 alone - Apr X Universal tariffs led to global equities crash. - Apr X More tariff threats - markets jittered. - Apr X 90-day tariff pause led to the S&P +7% Nasdaq +9%. - Apr XX Itll be a beautiful thing. - markets plunge again. -Mar X XX% tariffs on Canada/Mexico - major indices fall. - Mar X Itll take time - market slides into correction. - Oct XX Massive China tariff warning - tech stocks crash. - Oct XX XXX% tariff unsustainable - temporary relief rally. - Oct XX Trump"
X Link 2025-11-29T22:17Z 18.6K followers, 75.6K engagements
"For those asking - Im currently sitting at a XX% YTD return on my portfolio versus the S&P 500s 16%. I've now outperformed the market the last X years in a row Beating the market by around XX% is something Im genuinely proud of especially since I focus heavily on risk management and run a balanced mix of long and short positions. I also generally avoid options due to issues like decay timing and IV crush.I prefer to buy or straight short common shares keeping tight control over my position sizing (no position size over 5%). I dont tolerate large drawdowns - its simply not in my nature. The"
X Link 2025-11-30T01:43Z 18.6K followers, 36K engagements
"Remember: your favourite X account is probably BEING PAID TO PROMOTE THE STOCKS THEY HYPE. $IONQ $RGTI $IREN $BTQ $LAES $OKLO $QUBT $QBTS These market intelligence companies approached me too directly on X (back when I had only 6000 followers - imagine the payouts for the big accounts). My mission has always been simple: cut through the hype expose false narratives and bring real truth to retail investors. Ill always stay fully independent. I will never accept paid stock-pumping deals - the kind that are everywhere on X - not now not ever Always do your own due diligence"
X Link 2025-11-30T01:54Z 18.6K followers, 33.9K engagements
"@lisinnnnnnns XX% is incredible - congrats . great having you in the community too"
X Link 2025-11-30T04:17Z 18.6K followers, XXX engagements
"@biancoresearch Consumer sentiment is at its second-lowest level ever the only time Americans felt worse was during the 2022 inflation"
X Link 2025-11-30T17:12Z 18.6K followers, XXX engagements
"Since when did $SRPT get on the most Popular Fintwit list. I'm shocked they actually got one right for once"
X Link 2025-11-30T18:14Z 18.6K followers, 8084 engagements
"No news BREAKING: Chinas central bank is escalating its crypto crackdown this time zeroing in on stablecoins ( $USDT/ $USDC). Stablecoins now handle XX% of all crypto transactions and carry $250B+ in value - theyre one of Bitcoins main liquidity rails in Asia Cutting those rails means more selling pressure and higher volatility"
X Link 2025-12-01T05:21Z 18.6K followers, 12.2K engagements
"$RGTI looking extremely weak on very little volume"
X Link 2025-12-01T14:40Z 18.6K followers, 5202 engagements
"Garbage. $RGTI"
X Link 2025-12-01T15:22Z 18.6K followers, 6122 engagements
"Added to $SRPT position on today's dip"
X Link 2025-12-01T15:29Z 18.6K followers, 3921 engagements
"The Ugly Truth About Big Drops $ionq $rgti $qbts $btq $oklo $joby IONQ example: At $XXXXX a XX% drop puts the stock at $XXXXX. To get back to $XXXXX it doesnt need +50% It needs a +100% gain - literally a double - because the rebound is calculated off the new much smaller price. I know this is obvious but a lot of retail investors forget about this"
X Link 2025-12-01T15:59Z 18.6K followers, 6353 engagements
"SPY nearly flat and $RGTI still down 6%. ominous"
X Link 2025-12-01T18:08Z 18.6K followers, 3954 engagements
"How does anyone follow this guy. @mikealfred caught deleting his pump tweets again; Thank you to the lettuce hands who just sold me that Bitcoin under $88000 $BTC Bitcoin is now below $85000 - this misleading and sneaky behaviour needs to be called out"
X Link 2025-12-01T19:00Z 18.6K followers, 58K engagements
"Looking at re-entering $SPRB. Huge sell off today -XX% on the daily. Other than low volume and broad biotech sell off today - still trying to figure out whats driving this. Any insights @MartinShkreli"
X Link 2025-12-01T19:17Z 18.6K followers, 12.8K engagements
"Added to $RGTI short - another gift"
X Link 2025-12-02T14:36Z 18.6K followers, 5368 engagements
"If your portfolio is heavily U.S.-weighted NOW is the time to look globally U.S. trades at XX earnings - one of the most expensive markets in the world Europe & Asia trade closer to 1014 P/E Global diversification reduces recession risk currency risk and valuation risk. If the U.S. slows expensive sectors (AI SaaS growth) get hit hardest - and value plays win out. Consider these stocks if you are heavy US tech weighted in your portfolio. TEN Non-US low-P/E recession-resilient giants worth watching: - X. Unilever ( $ULVR.L ) - P/E XX Global consumer staples - food hygiene essentials. Demand"
X Link 2025-12-02T16:51Z 18.6K followers, 60.5K engagements
"WHAT IS GOING ON AT THE FDA Less than a month later - Richard Pazdur has resigned $SRPT $MRNA $BHVN $CAPR $REPL $NOVO $PFE Pazdur the newly appointed head of the drug evaluation department the agency's veteran oncology chief took over the role on November XX replacing George Tidmarsh after he resigned amid serious concerns about his personal conduct. MAKARY AND PRASAD HAVE GOT TO GO"
X Link 2025-12-02T17:44Z 18.6K followers, 9337 engagements
"Added to $RGTI short"
X Link 2025-12-03T20:54Z 18.6K followers, 14.3K engagements
"@stockoptionsway I've been shorting $RGTI since it was a $XX dollar stock"
X Link 2025-12-04T01:58Z 18.6K followers, XXX engagements
"Quantum up across the board. $IONQ $RGTI $QUBT $QBTS Yes Im still short and no my price targets for covering havent changed. Short term fluctuations dont bother me - you shouldnt be shorting if they bother you. Shorting is not for everyone - conviction and patience are key"
X Link 2025-12-04T15:10Z 18.6K followers, 12.6K engagements
"Added more to my $RGTI short its now XXX% of my portfolio. More than I would like but another gift"
X Link 2025-12-04T17:41Z 18.6K followers, 28.1K engagements
"I think Martin has to take more accountability for his followers joining him on shorts like this. Especially shorts on binary biotech events like $CAPR. Lots of his young following dont understand the risks of shorting. I always emphasis this along with keeping any position size under X% and never shorting binary events Your portfolio should also have a mix of shorts and long and other asset classes like bonds treasuries or REITs. Never go all in on something especially a binary event Some hard lessons were learned here"
X Link 2025-12-04T18:05Z 18.6K followers, 140.9K engagements
"Pure insanity. This pop is how all bubble stocks die. $RGTI up nearly XX% $IONQ up over 13%"
X Link 2025-12-04T20:13Z 18.6K followers, 18.3K engagements
"@michaeljburry Have you looked into the quantum hype Another Tulip bubble for $IONQ $RGTI etc"
X Link 2025-12-05T01:17Z 18.6K followers, 3120 engagements
"$SoFi just announced another $1.5B equity raise. Their CEO completely misled investors. CEO Anthony Noto @anthonynoto said the following right after the first $1.5B offering in July: The raise was completely opportunistic" and emphasized that SoFi is becoming more "capital-light." Noto repeatedly emphasizes that SoFi is shifting toward businesses that dont require heavy capital and highlighting Were doing well financially. Today months later another multibillion offering. - Two raises in X months $3B total - Stock drops again after hours Even if management never promised no more raises the"
X Link 2025-12-05T05:29Z 18.6K followers, 4935 engagements
"Back to regular programming. Quantum 🩸 $IONQ $RGTI $QBTS"
X Link 2025-12-05T15:01Z 18.6K followers, 9300 engagements
"COMMON SENSE INVESTING: STOCK PICK OF THE WEEK - Intel $INTC Intel has been left for dead. The long term chart looks ugly still (down XX% the last X years) the brand is stale and nobody is paying attention. But under the surface a major reset is happening - and the upside from here could be huge. X. New CEO real turnaround - Lip-Bu Tan took over in March 2025 - a semiconductor veteran with a killer track record at Cadence. - Hes cutting costs focusing on domestic manufacturing and rebuilding Intels foundry business. - Early execution is improving. Margins are stabilizing. X. Historic"
X Link 2025-12-05T16:30Z 18.6K followers, 14.7K engagements
"- "YOU NEED TO COVER NOW" - "You are going to lose everything" - "You are stupid - Quantum is going to take over" - "Look at the chart $RGTI is going to the moon" I hear all of the above on a daily basis regarding my quantum shorts. Don't get lost in the noise. I've been short $RGTI since $XX. This stock is going right back to single digits - fundamentals always shine true. Don't get washed out of a position you have full conviction in"
X Link 2025-12-05T16:42Z 18.6K followers, 10.4K engagements
"COMMON SENSE STORY TIME VOLUME #12 $OKLO $JOBY $LAES $BYND $BTQ $IONQ $RGTI $QBTS $META $SPCE $PLTR $SOFI $PYPL $BTQ $SRPT I just read a brutal story. 30-year-old guy saving for a down payment with his girlfriend. Good job consistent saver and had half of what they needed for a townhouse. Then 2020 hit He saw stocks booming very similar to today's market everyone was making money He figured he could double his down payment by years end. At first it worked - he actually really doubled it. Then life punched him in the face: - His mom got cancer. - Stress fear no sleep. - And on top of this the"
X Link 2025-12-06T05:41Z 18.6K followers, 8108 engagements
"The invisible cost to every Robinhood $HOOD trade you make - their trades are not free - "Robinhood trades are not free" - "When you pay for order flow you're probably charging your customers more and pretending to be free" - "It's a very dishonourable low grade way to talk" - "Nobody should believe Robinhood's trades are free" Translation: Robinhood doesnt charge commissions but it makes money by selling your trades to market makers i.e. payment for order flow. Instead when you click Buy Robinhood sells your order to a big trading firm (Citadel etc). That firm executes it and pays Robinhood"
X Link 2025-12-06T17:40Z 18.6K followers, 253K engagements
"@TravisBiziorek I have a couple brokerages I use - IBKR is one of them"
X Link 2025-12-06T17:45Z 18.6K followers, 5177 engagements
"Michael Burrys rant against the @CNBC for getting his trades totally wrong The press on CNBC say I have a 10billion dollar short position on $PLTR Palantir Its XX million not 10billion Are the press singling him out or are they just totally idiotic in their understanding of 13Fs to get his trade position wrong by two orders of magnitude Full interview on Against the Rules with Michael Lewis podcast linked in the comments Also side note - Michael Burry rocking the new hair do in a hoodie - he is clearly enjoying the substack retirement"
X Link 2025-12-06T22:52Z 18.6K followers, 683.8K engagements
"This could actually be a good long list - rotation from bubble to real economy. I've now entered positions on $LULU and $WEN - considering $CMG next. YTD RETURNS XX KEY CONSUMER STOCKS: - Chipotle ( $CMG ) -XX% - Wendys ( $WEN ) - XX% - Lululemon ( $LULU ) -XX% - Caleres ( $CAL ) -XX% - Carters ( $CRI ) -XX% - Vera Bradley ( $VRA ) -XX% - Under Armour ( $UA ) -XX% - Whirlpool ( $WHR ) -XX% - Caesars Entertainment ( $CZR ) -XX% - Macys ( $M ) -27%"
X Link 2025-12-07T18:28Z 18.6K followers, 24.4K engagements
"Agree - $SRPT is my second largest long. It will rip back to $XX. One of the Most Misunderstood Biotechs on the Market in my opinion. Some people see Sarepta as a company in trouble. I see it as a multi-bagger After going through the latest numbers regulatory updates and growth trajectory I think the market is massively underpricing whats actually happening here. Im long (second largest position) and plan to stay that way for at least a year. This isnt about short-term swing (there will be plenty of those). Its about what Sarepta looks like in the next year. The Core Facts -Revenue: - $611M"
X Link 2025-12-07T22:29Z 18.6K followers, 13.4K engagements
"$RGTI from +5% to -X% in a matter of minutes. No buyers left what a garbage stock. Im short"
X Link 2025-12-08T15:11Z 18.6K followers, 5155 engagements
"$RGTI an X% drop in XX mins on no news. GARBAGE"
X Link 2025-12-08T15:30Z 18.6K followers, 16.3K engagements
"Solid move back above $XX for $BHVN"
X Link 2025-12-08T15:39Z 18.6K followers, 3547 engagements
"Hope you've been listening - Dye and Durham. $DND.TO / $DYNDF now up nearly 30%. I think the buyout happens over the next month - AGM scheduled for the end of December. Another XXX to 2x from here"
X Link 2025-12-08T16:21Z 18.6K followers, 16K engagements
"$BHVN now up another nearly 12%. Congrats to everyone who listened on this one. My position is now up XX% in just a couple of weeks"
X Link 2025-12-08T18:13Z 18.6K followers, 4473 engagements
"I bought more $SRPT. Every dip is an opportunity to accumulate more shares. Road to $50"
X Link 2025-12-08T18:16Z 18.6K followers, 5163 engagements
"Dye and Durham - my biggest highest conviction stock position. +46% today I hope you were listening. Buyout announcement coming soon IMO. Target price - minimum $XXX to $XX - plenty of upside from here"
X Link 2025-12-08T20:47Z 18.6K followers, 29.9K engagements
"$TLT just hit a 3-month low into Wednesdays FOMC meeting. Markets see an XX% chance of a 25bp cut - but traders expect a hawkish cut i.e.cut now and more pauses next year. With inflation still above target and jobs holding up the Fed may be near the end of this cutting cycle. Thats pushing long yields higher the 30-yr is XXXX% up from XXX% in October. Fiscal deficits and inflation expectations are driving the long end more than the Fed. TLT is extremely rate-sensitive so its pulled back: +4.7% YTD well below the October peak (+9%). Meanwhile the middle of the curve has seen some nice returns:"
X Link 2025-12-09T00:00Z 18.6K followers, 14.8K engagements
"$32 is a start but $SRPT is going much much higher"
X Link 2025-12-09T13:40Z 18.6K followers, 4468 engagements
"$SRPT continues to move higher"
X Link 2025-12-09T14:33Z 18.6K followers, 2792 engagements
"The decline resumes down -XXXX% today. I've been shorting $RGTI since $XX. It will go all the way back to single digits - there is literally X fundamentals supporting its $9billion dollar valuation"
X Link 2025-12-09T14:42Z 18.6K followers, 7086 engagements
"After yesterday's +45% day. We get a pull back this morning - I added more. $DND.TO / $DYNDF"
X Link 2025-12-09T14:45Z 18.6K followers, 14.8K engagements
"It just keeps rallying. $DYNDF / $DND.TO Up now XX% since this mornings dip - what a recovery. Don't get shaken out"
X Link 2025-12-09T19:47Z 18.6K followers, 4855 engagements
"Totally agree - I'm short quantum $ionq $rgti $qbts and nuclear $oklo"
X Link 2025-12-09T21:46Z 18.6K followers, 7784 engagements
"Breaking: Continued Insider Sales at $IONQ Form XXX filed outgoing Chief Revenue Officer - Rima Alamedine. - Shares registered to be sold: 133615 common shares - Estimated value: $7.2M Recent 3-month sales: 150000 shares already sold for $8.46M Insiders continue to run for the exit - thats over half a billion over the last XX months"
X Link 2025-12-09T21:51Z 18.6K followers, 5085 engagements
"Breaking: More insider sales for $RGTI A new Form XXX shows Board Director Michael Clifton just registered to sell: - 150000 common shares - 100000 warrants Estimated total value $6M Insider selling isnt a guarantee of downside but the fact that the CEO sold XXX% of his shares in May and recently many of the leadership team and now Board members are unloading millions is not a good sign The amount he is selling is basically equivalent to Rigetti's annual Revenue for this year lol"
X Link 2025-12-10T03:28Z 18.6K followers, 6125 engagements
"$IONQ CEO a few months ago in early October. Supposedly "they will wipe the floor" with $NVDA NVIDIA by 2027. Oh and right before this he sold sold $XXX million dollars worth of shares (80% of his holdings . X months into his role as CEO). 2027 is basically XX months away. do you believe this guy"
X Link 2025-12-10T03:42Z 18.6K followers, 7097 engagements
"Check-in on $IONQ's quantum systems. IonQ status page today is yikes - Aria X = "Under Maintenance" XXXX% uptime (lol) over last XX days - Forte = Under Maintenance and only XX% uptime - Forte Enterprise X = "Operational" but less than XX% uptime. This is their commercial fleet hahaha and part of the reason they have X organic growth When half your production-grade machines are down or in maintenance more than half the time thats not a scaling curve that means the tech doesn't work and this is near $20B company. $IONQ is still a generational short opportunity"
X Link 2025-12-10T03:50Z 18.6K followers, 4182 engagements
"Quantum continues to be weak.🩸 The -XX% single day drop is coming $IONQ $RGTI $QBTS $QUBT"
X Link 2025-12-10T14:40Z 18.6K followers, 5387 engagements
"$DND.TO / $DYNDF continues to rally"
X Link 2025-12-10T14:47Z 18.6K followers, 2143 engagements
"Over the last few weeks I have re-allocated XX% of my portfolio from equity indexes to long term bond ETF's: - $TLT (US) - $ZFL.TO (Canada) Make sure you are prepared for what's coming"
X Link 2025-12-10T15:38Z 18.6K followers, XXX engagements
"$OKLO short doing well. Back below $XXX. Profit target is $80"
X Link 2025-12-10T15:56Z 18.6K followers, 3738 engagements
"I hope you were listening. The breakdown of $RGTI continues - road to single digits"
X Link 2025-12-10T16:19Z 18.6K followers, 4956 engagements
"It looks like the run for Quantum stocks has come to a real end $IONQ $RGTI $QUBT $QBTS While the broader market is surging today on the FED rate cut- the S&P XXX is up almost X% - the entire quantum sector is moving in the opposite direction. The momentum that carried these names earlier in the year has completely faded and were now seeing a pretty sharp reversal. Instead of benefiting from the rally the leading quantum companies are getting hit hard: - $RGTI is down more than X% - $IONQ is down over X% What makes this stand out is how clear the divergence is the market is climbing but"
X Link 2025-12-10T20:19Z 18.6K followers, 5718 engagements
"@RKLB4Ever Why is knowing my average cost useful to you"
X Link 2025-12-10T20:47Z 18.6K followers, XX engagements
"@WaltCapell Interestingly the only one I am not short. Their cash balance and smaller market cap make this too risky/volatile for me"
X Link 2025-12-10T20:55Z 18.6K followers, XXX engagements
"Today was a good day - my portfolio is now up XX% YTD. $IONQ $RGTI $QBTS $JOBY $BTQ $PYPL $LULU $META $CMP $WEN $SRPT $BHVN $SPRB Shorts (6 out of X printed for me today): $IONQ -X% $RGTI -XXX% $QBTS -XXX% $OKLO -XXX% $JOBY -XXX% $BTQ -XXX% Longs (6 out of X made money for me today): $PYPL +0.6% $SRPT +0.1% $BHVN +1.2% $LULU +2.9% $DND.TO -XXX% $META -X% $CMP +0.6% $WEN +0.25% $SPRB -XX% Bonds (2 out of X made money - XX% of my portfolio): $TLT +0.4% $ZFL.TO +0.63%"
X Link 2025-12-10T21:09Z 18.6K followers, 6014 engagements
"Ive officially made it. Thanks Mike"
X Link 2025-12-11T03:23Z 18.6K followers, XXX engagements
"My thoughts on $BTC are summed up perfectly by Warren Buffett and Jamie Dimon. Sell"
X Link 2025-12-11T03:36Z 18.6K followers, 6768 engagements
"Mexico imposes up to XX% tariffs on China - causing futures to crater. This is why I choose not to invest in Chinese stocks I avoid investing in Chinese stocks even though many of them look extremely attractive on a valuation basis. Companies like $BABA $BIDU and $BYD trade at significant discounts compared to their U.S. counterparts. For example - Alibaba often trades at a P/E ratio less than half of Amazons. - Baidu trades far below U.S. AI peers despite strong technology and - BYDs growth is not reflected in its valuation the way Teslas is. On fundamentals alone these should be compelling"
X Link 2025-12-11T04:45Z 18.6K followers, 7638 engagements
"Buying more $SRPT on this pre-market dip"
X Link 2025-12-11T14:00Z 18.6K followers, 4189 engagements
"Easy money if you are paying attention. The X quantum public pure plays are collapsing. $RGTI down XX% since its peak in October"
X Link 2025-12-11T14:46Z 18.6K followers, 5954 engagements
"Equities down my bond ETF's performing $TLT and $ZFL.TO"
X Link 2025-12-11T14:48Z 18.6K followers, 2964 engagements
"Never rely on Wall Street Analysts $IONQ $RGTI $QBTS $OKLO $BTQ $JOBY Before Enron collapsed Analysts were all still screaming BUY. Heres how badly they missed: Who was bullish (2001): -Bear Stearns $XX price target - Lehman Brothers raised target to $XXX - Merrill Lynch Goldman UBS CSFB all Buy or Strong Buy - XX of XX major analysts still had Enron rated Buy in October 2001 - Only X analyst (BNP Paribas Daniel Scotto) downgraded early and even he didnt call a collapse How wrong were they Enron stock went from $XX to $XXXX. So those targets were off by: - Bear Stearns: XXXXX% wrong - Lehman:"
X Link 2025-12-11T15:28Z 18.6K followers, 13.3K engagements
"@jrouldz @genejchan My average cost on IONQ is in the $60's lol my whole approach to shorting is start small and add as it moves up . it was all fake hype and momentum. They have all made money as they followed my trades"
X Link 2025-12-11T15:58Z 18.6K followers, XX engagements
"We cooking on $BHVN - now up over XX% on my position. Congrats to everyone who joined me on this one +9% today again"
X Link 2025-12-11T20:06Z 18.6K followers, 4733 engagements
"@QuantumDom You're right $IONQ insiders refuse to slow down selling all of their shares"
X Link 2025-12-11T20:51Z 18.6K followers, 1855 engagements
"Its a constant challenge educating quantum bulls on the risks of investing in a speculative technology thats likely a decade away from achieving scalability or profitability. All I can say is that I made the effort. $IONQ $RGTI $QBTS $QUBT"
X Link 2025-12-11T21:52Z 18.6K followers, 7418 engagements
"US President Donald Trump has said he may eliminate tax on gambling winnings There is an GAMBLING EPIDEMIC surging in our society right now.and its not just sports betting. The stock markets caught the fever too. A must-watch for everyone especially young investors chasing dreams in speculative stocks. $laes $oklo $bynd $ionq $rgti $qubt $qbts $joby"
X Link 2025-12-11T21:59Z 18.6K followers, 6336 engagements
"@mattscottcap Love your stuff @mattscottcap i'm considering a couple of your stock recommendations too $PATH $UPWK"
X Link 2025-12-11T23:35Z 18.6K followers, XXX engagements
"Why are the CEO's selling all of their shares - $RGTI CEO sold XXX% of shares in May. - Former $IONQ CEO and Board Chair until a few months ago sold XXX% of his shares over the last few months. - Current $IONQ CEO sold XX% of his shares in the summer. - Same story for Dwave. Not to mention the other leaders of these companies all cashing out. What do you read into this"
X Link 2025-12-12T01:03Z 18.6K followers, XXX engagements