@moazzam0_reddit Avatar @moazzam0_reddit moazzam0

moazzam0 posts on X about $anf, $gme, gme, tariffs the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 45% finance 43% cryptocurrencies 27% technology brands 11% countries 4% fashion brands 2% celebrities 2% currencies 1% products 1% gaming 1%

Social topic influence $anf 18%, $gme 13%, gme 13%, tariffs 12%, $maps #2, business 7%, if you 7%, $aeo 7%, $moh #37, $olli 6%

Top accounts mentioned or mentioned by @theroaringpig @nongaap @theroaringkitty @inefficientedge @yehudajjadler @georgedubs @gamestopcom @billackman @grok @joncysumulong @elonmusk @spacex @secgov @tesla @ryancohen @mooregare26113 @namzesg @george_dubs_

Top assets mentioned Abercrombie & Fitch Co. (ANF) GameStop, Corp. (GME) MAPS (MAPS) American Eagle Outfitters (AEO) Molina Healthcare, Inc. (MOH) Ollie's Bargain Outlet Holdings, Inc. Common Stock (OLLI) NVIDIA Corp. (NVDA) Centene Corp (CNC) Sirius XM Holdings Inc (SIRI) UnitedHealth Group (UNH) Amazon.com, Inc. (AMZN) Micron Technology, Inc. (MU) Lululemon Athletica Inc (LULU) Oxygen (OXY) Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK) Dollar Tree Inc (DLTR) On Holding AG (ONON) CoreWeave, Inc (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) Applied Digital Corp. (APLD) Iris Energy Limited (IREN) Advanced Micro Devices (AMD) Robonomics Network (XRT) SPDR S&P [---] ETF Trust (SPY) Ulta Beauty Inc (ULTA) Costco Hot Dog (COST) Walmart, Inc. (WMT)

Top Social Posts

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

"Bought $unh shares $275.13. Largest position"
X Link 2026-02-09T15:18Z [---] followers, [---] engagements

"Bought $onon shares at $43.48 average. Large position"
X Link 2026-02-05T17:19Z [---] followers, [---] engagements

"Bought $moh shares $177.90"
X Link 2026-02-05T19:13Z [---] followers, [---] engagements

"Fuck. It's literally trading at 4x Enterprise Value to "at least" Earnings Guide. Didn't think it could get that cheap. $moh"
X Link 2026-02-05T21:50Z [---] followers, [---] engagements

"$moh silver lining since it's ridiculously cheap: Deflation is coming Premiums much higher now and constant next year But cost is variable and should decline Therefore margin will be much higher than forecast (backward looking at a high inflation period)"
X Link 2026-02-06T01:41Z [---] followers, [---] engagements

"Why does it feel like $moh financials and stock price are just two quarters behind $cnc Feel like I should add but already heavy on health insurance companies"
X Link 2026-02-11T15:29Z [---] followers, [---] engagements

"Bought back into $maps"
X Link 2026-02-13T20:38Z [---] followers, [---] engagements

"You know the fiscal and monetary bubble is at its limit when health care inflation is making insurance inaccessible to most Americans. More and more people must die for it to keep working"
X Link 2026-02-09T16:00Z [---] followers, [--] engagements

"Sold for a gain"
X Link 2026-02-09T16:23Z [---] followers, [--] engagements

"Sold for a gain to free up cash"
X Link 2026-02-13T15:46Z [---] followers, [--] engagements

"Sold for a gain"
X Link 2026-02-05T17:25Z [---] followers, [--] engagements

"@George_Dubs_ Ultimately people need more mattresses than homes in one lifetime. Purple is an American brand with a premium feel in that space. Lots of the startups went bankrupt so disruption from here will be low"
X Link 2026-02-13T21:09Z [---] followers, [--] engagements

"Virgin Galactic didn't work because it was passenger focused. Not enough people would take the risk for it to be viable. On the other hand satalite launches are a booming business with a long wait to launch. So $fjet's taylored immediate and low-cost offering is valuable"
X Link 2026-02-04T18:08Z [---] followers, [---] engagements

"I'm putting together a list of shareholders who support this to see how many shares we represent. DM me the number of shares you own and I'll add you to the list. This is informal at this stage but the board and management do not own 51% of the stock so there's hope $maps The Solvency Floor: Why I Served a "Revlon Notice" to the Board of WM Technology Inc. ( $MAPS ) I recorded a [--] minute presentation as well as the certified letter I sent to the board yesterday. Link in reply. The Solvency Floor: Why I Served a "Revlon Notice" to the Board of WM Technology Inc. ( $MAPS ) I recorded a 40"
X Link 2026-02-13T21:59Z [---] followers, [---] engagements

"Sorry I didn't realize my DMs were restricted for most. They are now open. Already up to [------] shares represented despite that. Keep them coming $maps I'm putting together a list of shareholders who support this to see how many shares we represent. DM me the number of shares you own and I'll add you to the list. This is informal at this stage but the board and management do not own 51% of the stock so there's hope $maps I'm putting together a list of shareholders who support this to see how many shares we represent. DM me the number of shares you own and I'll add you to the list. This is"
X Link 2026-02-14T12:02Z [---] followers, [---] engagements

"Low inflation brings down healthcare costs and policy utilization relative to premiums. Inflation does the opposite. It is crucial to be forward-looking here. There is no more levered beneficiary of low inflation or deflation than managed healthcare companies like $moh and $cnc. Molina Healthcare: Ghosts of GEICO Past "In [----] however GEICO started selling auto insurance to the public. With almost no actuarial experience GEICOs pricing was a guess and turned out to be too low. A frustratingly common problem in the insurance industry. This poorly https://t.co/N3iy6uU1AS Molina Healthcare:"
X Link 2026-02-06T07:28Z [---] followers, [---] engagements

"$amzn - predator becomes prey Their dominant businesses are all under serious threat"
X Link 2026-02-06T19:55Z [---] followers, [--] engagements

"Bought $prpl shares"
X Link 2026-02-13T20:37Z [---] followers, [---] engagements

"1.6m shares so far"
X Link 2026-02-15T15:19Z [---] followers, [--] engagements

"Essentially it's a game to corner the hardware compute markets and transform it into a Hardware-as-a-Service model. That's the source of all the value creation in data center stocks. If OpenAI fails to corner the market the bubble pops. $crwv $nbis $iren $apld $mu $nvda $amd"
X Link 2025-11-12T15:36Z [---] followers, [---] engagements

"Corsair will explode higher once the hoarders and scalpers all try to liquidate DRAM inventory around black Friday. Best solution to high prices is high prices"
X Link 2025-11-14T17:46Z [---] followers, [--] engagements

"$gme GameStop's Enterprise Value is currently below its Tangible Book Value"
X Link 2025-11-18T14:17Z [---] followers, [---] engagements

"$gme To give you an idea how insane this is the market thinks GameStop is worth less than net cash plus inventory (at cost) and that its (growing) business and brand have no value whatsoever. $gme GameStop's Enterprise Value is currently below its Tangible Book Value $gme GameStop's Enterprise Value is currently below its Tangible Book Value"
X Link 2025-11-18T14:57Z [---] followers, [---] engagements

"Net Tangible Assets: $5.2 billion Enterprise Value: $4.8 billion Maybe $gme's growing business and brand are worth more than negative $400 million. Just a thought"
X Link 2025-11-19T15:34Z [---] followers, [---] engagements

"Bought $moh LEAPS"
X Link 2025-11-19T16:52Z [---] followers, [---] engagements

"THE MISSING PIECE $GME's revenue decline had slowed to 16.9% in Q1 before the Switch [--] launch despite the highest number and percentage of store closings in the history of the company in [----]. Q2 report stated that they still had [----] stores vs [----] at the end of Q4. 1/4 👇 Net Tangible Assets: $5.2 billion Enterprise Value: $4.8 billion Maybe $gme's growing business and brand are worth more than negative $400 million. Just a thought. Net Tangible Assets: $5.2 billion Enterprise Value: $4.8 billion Maybe $gme's growing business and brand are worth more than negative $400 million. Just a"
X Link 2025-11-20T14:11Z [---] followers, [---] engagements

"This is a much slower pace of store closures than [----]. The remaining stores perform better in terms of sales growth. Collectibles (according to Ryan Cohen) are 30% of sales now. Collectibles grew 54% before the Switch [--] launch and before the expansion of digital Power Packs. 2/4"
X Link 2025-11-20T14:11Z [---] followers, [--] engagements

"Let's say collectibles still grows at 50%. That's 16.7% overall revenue growth if traditional gaming is held constant. But even if traditional gaming segment continued to decline absent the Switch [--] that decline would be slower this year and overall revenue would grow. 3/4"
X Link 2025-11-20T14:11Z [---] followers, [--] engagements

"The insane operating margin expansion during Q2 was despite a console launch (Switch 2) not because of it Consoles have much lower margin. Here's a note regarding console margins from $GME's Q4 [----] results (when the PS5 and Xbox X/S launched):"
X Link 2025-11-21T03:55Z [---] followers, [---] engagements

"This is your signal to YOLO consumer discretionary like $GME. Mandani arrives at the White House for talks with Trump Mandani arrives at the White House for talks with Trump"
X Link 2025-11-21T20:37Z [---] followers, [---] engagements

"If $GME slides another 13.7% it's business and brand would be valued less than zero. This hasn't happened since the COVID crash when @TheRoaringKitty / DFV bought his infamous LEAP position"
X Link 2025-11-22T14:03Z [---] followers, [---] engagements

"$GME higher than most retail names this morning. I believe we have bottomed. I hereby summon thee god candle on $gme. https://t.co/4dXKkedYK4 I hereby summon thee god candle on $gme. https://t.co/4dXKkedYK4"
X Link 2025-11-24T15:20Z [---] followers, [---] engagements

"If the missing piece is a new segment that compliments retail and collectibles what would it be $GME GameStop is hiring a Principal Java Architect in Dallas. High-scale systems deep architecture fully hands-on. Only the relentless need apply. tateam@gamestop.com GameStop is hiring a Principal Java Architect in Dallas. High-scale systems deep architecture fully hands-on. Only the relentless need apply. tateam@gamestop.com"
X Link 2025-11-24T20:12Z [---] followers, [---] engagements

"Bought $LULU June [----] calls"
X Link 2025-11-24T20:53Z [---] followers, [---] engagements

"@theroaringpig @TheRoaringKitty Made a mistake I caught while recalculating. $GME is actually cheaper. At $20/share fully diluted mcap is $10.9 B. Enterprise Value is $6.1 B. Subtract Tangible Book Value of $5.2 B to get market value of businesses/brand (intangibles) $895 M. Worth less than [--] @ $18.36/share"
X Link 2025-11-25T14:01Z [---] followers, [--] engagements

"Shorted $ANF shares"
X Link 2025-11-25T16:32Z [---] followers, [---] engagements

"$ANF rallied up like this multiple times after earnings and then set new lows. The brand is losing share and margin. Search trends show year over year decline whereas competitors show growth. Shorted $ANF shares. https://t.co/63liZf7mC3 Shorted $ANF shares. https://t.co/63liZf7mC3"
X Link 2025-11-25T20:24Z [---] followers, [---] engagements

"If you back out the [---] bps tariff impact $ANF spent an extra $39 million in "selling expense" to increase operating income by $2.5 million. They're pushing on strings trying to hang onto market share (don't buy the marketing "investments" lie). $ANF Earnings: - Record third quarter net sales of $1.3 billion up 7% from last year 12th consecutive quarter of growth - Net sales growth led by Americas up 7% EMEA up 7% partially offset by 6% decline in APAC - Operating margin of 12.0% with earnings per diluted share of https://t.co/Bfv628t8wC $ANF Earnings: - Record third quarter net sales of $1.3"
X Link 2025-11-26T06:37Z [---] followers, [----] engagements

"$ANF Hollister also trending down year over year while competitors are up: If you back out the [---] bps tariff impact $ANF spent an extra $39 million in "selling expense" to increase operating income by $2.5 million. They're pushing on strings trying to hang onto market share (don't buy the marketing "investments" lie). If you back out the [---] bps tariff impact $ANF spent an extra $39 million in "selling expense" to increase operating income by $2.5 million. They're pushing on strings trying to hang onto market share (don't buy the marketing "investments" lie)"
X Link 2025-11-27T15:16Z [---] followers, [---] engagements

"$ANF gross margin excluding tariffs was also down year over year but the misleading format presents it as a percentage of revenue which makes it look higher when it was actually lower. But not many stop to do the calculation. If you back out the [---] bps tariff impact $ANF spent an extra $39 million in "selling expense" to increase operating income by $2.5 million. They're pushing on strings trying to hang onto market share (don't buy the marketing "investments" lie). If you back out the [---] bps tariff impact $ANF spent an extra $39 million in "selling expense" to increase operating income by"
X Link 2025-11-28T14:41Z [---] followers, [---] engagements

"$ANF The Abercrombie brand is deteriorating fast if you compare [----] vs [----] Black Friday promotions. This is after they just lost margin in Q3 (excluding tariffs). Hollister maintained the same 30% off as last year. $ANF gross margin excluding tariffs was also down year over year but the misleading format presents it as a percentage of revenue which makes it look higher when it was actually lower. But not many stop to do the calculation. $ANF gross margin excluding tariffs was also down year over year but the misleading format presents it as a percentage of revenue which makes it look higher"
X Link 2025-11-28T19:21Z [---] followers, [---] engagements

"Whoever's trying to squeeze $ANF won't have much liquidity to sell into once people realize the fundementals continue to deteriorate. Gross margin excluding tariffs is down operating margin excluding tariffs is down and Abercrombie is dying while Hollister offsets it somewhat"
X Link 2025-12-01T19:11Z [---] followers, [---] engagements

"Today $ANF benefited from last week's momentum CNBC pumping it on Friday call option gamma buying due to last week squeeze buyers' attempt to close above resistance at $103.30 and more shorts getting liquidated. If you sold today great trade Sellers in control from here. Whoever's trying to squeeze $ANF won't have much liquidity to sell into once people realize the fundementals continue to deteriorate. Gross margin excluding tariffs is down operating margin excluding tariffs is down and Abercrombie is dying while Hollister offsets it somewhat. Whoever's trying to squeeze $ANF won't have much"
X Link 2025-12-01T21:13Z [---] followers, [---] engagements

"$ANF deterioration visualized: [----] Q4 21% revenue growth 16% comparable revenue growth [----] Q4 9% revenue growth 14% comparable revenue growth [----] Q4 (updated guidance) 5% revenue growth 3% comparable revenue growth (assumed) $ANF The Abercrombie brand is deteriorating fast if you compare [----] vs [----] Black Friday promotions. This is after they just lost margin in Q3 (excluding tariffs). Hollister maintained the same 30% off as last year. https://t.co/Yb33hIb7gB $ANF The Abercrombie brand is deteriorating fast if you compare [----] vs [----] Black Friday promotions. This is after they just lost"
X Link 2025-12-02T04:09Z [---] followers, [---] engagements

"Maybe $AEO is taking back share from $ANF cuz ANF's better than expected Q4 guide is still bad. 5% nominal growth including sales from new stores That's an overall decline in units sold. This is despite higher promos gross margin loss (ex tariffs) and operating margin loss. $ANF deterioration visualized: [----] Q4 21% revenue growth 16% comparable revenue growth [----] Q4 9% revenue growth 14% comparable revenue growth [----] Q4 (updated guidance) 5% revenue growth 3% comparable revenue growth (assumed) https://t.co/m9QzmWcFlY $ANF deterioration visualized: [----] Q4 21% revenue growth 16% comparable"
X Link 2025-12-02T16:37Z [---] followers, [---] engagements

"A sequential revenue growth and volume decline into their best quarter of the year despite increased inventory YoY plus no guidance yet for [----] could mean the worst is yet to come. $ANF Maybe $AEO is taking back share from $ANF cuz ANF's better than expected Q4 guide is still bad. 5% nominal growth including sales from new stores That's an overall decline in units sold. This is despite higher promos gross margin loss (ex tariffs) and operating margin loss. Maybe $AEO is taking back share from $ANF cuz ANF's better than expected Q4 guide is still bad. 5% nominal growth including sales from"
X Link 2025-12-02T17:23Z [---] followers, [---] engagements

"Comparable sales at American Eagle +1% vs -7% for Abercrombie brand. $AEO benefiting from $ANF Abercrombie market share loss"
X Link 2025-12-02T21:49Z [---] followers, [---] engagements

"$AEO also bested $ANF with an overall gross margin improvement vs overall decline at ANF if you take out tariffs from both. ANF deserves to be cheap. Comparable sales at American Eagle +1% vs -7% for Abercrombie brand. $AEO benefiting from $ANF Abercrombie market share loss. Comparable sales at American Eagle +1% vs -7% for Abercrombie brand. $AEO benefiting from $ANF Abercrombie market share loss"
X Link 2025-12-02T22:00Z [---] followers, [---] engagements

"@inefficientedge Overall comps were +3% for $ANF vs +4% for $AEO. The fashion business is volatile. Future direction more important than how tough the comp looks. If Abercrombie swung from +11 to -7% despite lower margins where does it bottom Is the brand dead from here That's half the company"
X Link 2025-12-02T22:27Z [---] followers, [---] engagements

"@inefficientedge $ANF Sequential improvement from Q2 to Q3 Q4 guide for overall sales growth is [---] bps worse than Q2 and Q3 which implies that Abercrombie comparable sales decline re accelerates in Q4. This was observed to be consistent with Black Friday traffic: https://www.passes.com/wallstbeats/a847ca52-8043-4550-a5ea-c09350898dfe https://www.passes.com/wallstbeats/a847ca52-8043-4550-a5ea-c09350898dfe"
X Link 2025-12-03T01:02Z [---] followers, [--] engagements

"$ANF volume shows you the rally has fizzled out. What initially seemed like improved fundementals turned out to be more of the same overall decline. The next leg down adds tax loss selling all the way down to $80. The stock is still way down YTD. $ANF $AEO https://t.co/crIZVwcpJt $ANF $AEO https://t.co/crIZVwcpJt"
X Link 2025-12-03T19:33Z [---] followers, [---] engagements

"Even before Smoot Hawley they knew tariffs were bad but they were logrolled into law anyway. The public is upset despite new highs for stocks and GDP. So now they'll convince Congress and decend into populist economics. $XRT $SPY $IWM USTR JAMIESON GREER TELLS POLITICO TRUMP COULD DECIDE NEXT YEAR TO WITHDRAW FROM THE USMCA USTR JAMIESON GREER TELLS POLITICO TRUMP COULD DECIDE NEXT YEAR TO WITHDRAW FROM THE USMCA"
X Link 2025-12-04T13:29Z [---] followers, [---] engagements

"$ulta has proven itself against all odds. Took a starter position yesterday after earnings print. It deserves a higher multiple like $cost or $wmt eventually. Will add on dips"
X Link 2025-12-05T15:46Z [---] followers, [---] engagements

"How close are they to violate bond covenants If the lower end of their guidance is what they deliver and cash flow comes in negative for Q4 how much time would they have left to turn things around from there $cdlx $CDLX this is a loss for cdlx talented young cfo- probably getting a bigger seat https://t.co/y7lQJl4Zdm $CDLX this is a loss for cdlx talented young cfo- probably getting a bigger seat https://t.co/y7lQJl4Zdm"
X Link 2025-12-05T19:42Z [---] followers, [----] engagements

"Bought $olli shares and calls"
X Link 2025-12-08T20:21Z [---] followers, [---] engagements

"$gme silver lining: collectibles revenue accelerated sequentially despite the big drop in retail revenue"
X Link 2025-12-09T23:29Z [---] followers, [---] engagements

"Somehow the market thinks $ADBE is more under threat from AI than $MSFT's Office"
X Link 2025-12-11T00:10Z [---] followers, [---] engagements

"Bought $nvda calls"
X Link 2025-12-12T16:29Z [---] followers, [---] engagements

"Lowest weekly close since the September China tariffs panic. Maybe a dumb idea"
X Link 2025-12-12T21:09Z [---] followers, [--] engagements

"TPUs are great for where LLMs are but GPUs are needed for where they must go. $nvda $goog"
X Link 2025-12-14T01:00Z [---] followers, [--] engagements

"As TPUs economize AI inference innovations will keep the need for GPUs beyond capacity. For example: Meta's video lip sync translation Face to face human-ai convos with live facial expression mapping and response Live video analysis and response More dynamic LLMs $nvda"
X Link 2025-12-14T17:48Z [---] followers, [---] engagements

"Isn't $oxy ready to do buybacks now Debt pay down goal should be behind them this quarter"
X Link 2025-12-15T16:59Z [---] followers, [---] engagements

"Fact that $nvda is still green shows how cheap it was/is. Yesterday Nvidia said GB200 has a lower per-token inference cost than TPUs. Most need $nvda to train anyway and it's cheaper for inference plus more versatile. Only reason to choose TPUs is to lower upfront investment and the mere optics of a strategic alternative to Nvidia. Yesterday Nvidia said GB200 has a lower per-token inference cost than TPUs. Most need $nvda to train anyway and it's cheaper for inference plus more versatile. Only reason to choose TPUs is to lower upfront investment and the mere optics of a strategic alternative"
X Link 2025-12-16T18:35Z [---] followers, [---] engagements

"No one cares. Oil "uninvestible" again. Let's see how long that lasts. $oxy Isn't $oxy ready to do buybacks now Debt pay down goal should be behind them this quarter. Isn't $oxy ready to do buybacks now Debt pay down goal should be behind them this quarter"
X Link 2025-12-19T21:50Z [---] followers, [---] engagements

"@BillAckman @grok @JoncySumulong @elonmusk @SpaceX @SECGov @Tesla Who was it that created hype on Twitter to exacerbate the premium to NAV and speculative warrant/option buying Those "free options" cost some of us everything (RIP Tran Dong). After [---] years multiple downturns/regimes and hundreds of IPOs/mergers they sit worthless. $PSTH"
X Link 2025-12-25T02:15Z [---] followers, [---] engagements

"Bought $pins at $26.35"
X Link 2026-01-05T16:00Z [---] followers, [---] engagements

"Sold for a loss"
X Link 2026-01-05T17:20Z [---] followers, [--] engagements

"@theroaringpig @ryancohen It would have to be all the above with excellent execution. The goal is that ambitious. He's demonstrated that he can do both quite well over his career and now more than ever his incentives are perfectly aligned with $gme shareholders"
X Link 2026-01-08T16:13Z [---] followers, [--] engagements

"With a $100b target and insiders buying we're definitely looking at S&P [---] inclusion well before we get there. $gme A $50 price target for $gme is interesting because that puts it right at the $22.7 billion threshold for S&P [---] inclusion. That's the only reason it doesn't currently qualify. Just imagine what happens after $50. A $50 price target for $gme is interesting because that puts it right at the $22.7 billion threshold for S&P [---] inclusion. That's the only reason it doesn't currently qualify. Just imagine what happens after $50"
X Link 2026-01-21T13:44Z [---] followers, [---] engagements

"@theroaringpig Market was waiting for revenue to bottom which should happen in Q1. We're good for an anticipatory and much hated ramp imo. $gme"
X Link 2026-01-22T01:32Z [---] followers, [---] engagements

"Bought $siri shares again at $20.66. Auto turnaround Spotify raising prices Major radio personalities renewed contracts Satalite costs falling rapidly"
X Link 2026-01-16T14:59Z [---] followers, [---] engagements

"@moore_gare26113 Yes the [---] ratio for the current pre split $siri shares net of $lsxmk debt. I used [---] just to be safe and the discount is still over 14%. That's an amazing discount for less than three weeks"
X Link 2024-08-24T23:08Z [---] followers, [---] engagements

"$celh at $33 is now below $pep Pepsi's cost basis on the shares they bought as part of the distribution partnership between the two companies"
X Link 2024-09-04T17:24Z [---] followers, [---] engagements

"Wonder how many of the "sophisticated" arbitrageurs who bought $lsxmk and $lsxma at [--] wk highs sold $siri to me at [--] wk lows for an overall loss"
X Link 2024-09-13T21:31Z [---] followers, [---] engagements

"Hmmm. $cnc $unh $mol $elv $oscr"
X Link 2025-08-10T14:24Z [---] followers, [---] engagements

"Lol this sell off in Corsair Gaming is fake as shit. They're killing the last of the COVID bag holders before the pump"
X Link 2025-11-05T15:05Z [---] followers, [---] engagements

"@Namzes_G I mean Black Friday sales grew nominally in [----] and 2009too. $ANF $KSS $DDS $LULU $EL $NKE $DG $UPST $CMG $PYPL $AMZN $DLTR"
X Link 2025-11-29T23:44Z [---] followers, [---] engagements

"Silver linings for $olli Ollie's Army growth accelerated sequentially: Q1: 9.2% Q2: 10.6% Q3: 11.8% Revenue miss was due to deferred revenue increase driven by Ollie's Army member and transaction growth. Operating margin grew despite tariffs and temporarily higher dark rent"
X Link 2025-12-09T13:45Z [---] followers, [---] engagements

"Also management described a crazy work load to integrate the Big Lots locations. I bet as they return focus to existing stores comparable sales growth will increase. Comp sales growth was much better year over year in Q3 and it's ahead of guidance in Q4. $olli Silver linings for $olli Ollie's Army growth accelerated sequentially: Q1: 9.2% Q2: 10.6% Q3: 11.8% Revenue miss was due to deferred revenue increase driven by Ollie's Army member and transaction growth. Operating margin grew despite tariffs and temporarily higher dark rent. Silver linings for $olli Ollie's Army growth accelerated"
X Link 2025-12-09T15:09Z [---] followers, [---] engagements

"Wow $Olli shortable shares went from [------] to [------] since open. Also management described a crazy work load to integrate the Big Lots locations. I bet as they return focus to existing stores comparable sales growth will increase. Comp sales growth was much better year over year in Q3 and it's ahead of guidance in Q4. $olli Also management described a crazy work load to integrate the Big Lots locations. I bet as they return focus to existing stores comparable sales growth will increase. Comp sales growth was much better year over year in Q3 and it's ahead of guidance in Q4. $olli"
X Link 2025-12-09T16:13Z [---] followers, [---] engagements

"Comparable sales growth at $OLLI is reaccelerating. $FIVE and $DLTR did better but the comparison is unfair. They offer fixed price consistent items. Ollie's is for bargain hunters with extra cash and time to treasure hunt. If your food stamps are cut you can't treasure hunt. Also management described a crazy work load to integrate the Big Lots locations. I bet as they return focus to existing stores comparable sales growth will increase. Comp sales growth was much better year over year in Q3 and it's ahead of guidance in Q4. $olli Also management described a crazy work load to integrate the"
X Link 2025-12-09T23:25Z [---] followers, [---] engagements

"Kudos to the $olli analysts who raised or maintained price targets despite the stock drop yesterday: Bank of America raised $145 to $150 Goldman Sachs raised $158 to $162 KeyBanc maintained $154 Nice to see them not just follow the price like the others"
X Link 2025-12-10T14:21Z [---] followers, [---] engagements

"Added a lot more to $maps. Their competition is almost dead"
X Link 2025-12-19T17:57Z [---] followers, [---] engagements

"There will be a lot more weed sellers (pharmaceutical or traditional doesn't matter). $maps is the only rich weed directory financially equipped to handle this demand"
X Link 2025-12-19T19:40Z [---] followers, [---] engagements

"In [----] and [----] $maps was fined by Canada and California for illegal pot sellers on their platform. By [----] they deleted those listings and required licenses. That hurt their growth while the legal industry had a huge cost disadvantage. That's about to change drastically"
X Link 2025-12-20T16:22Z [---] followers, [----] engagements

"After Trump won $msos set new lows for the yr. The market gave up on rescheduling and $maps' cofounders tried to take it private for $1.70/share. @NonGaap wrote about how the "dark arts" involved in that offer showed that it was worth way more (when no one expected rescheduling)"
X Link 2025-12-20T17:02Z [---] followers, [---] engagements

"@yehudajjadler @NonGaap Yes the whole legal side of the industry was and is in secular decline due to the prohibitive cost structure. That's why rescheduling is seen as a pivot to growth"
X Link 2025-12-21T00:56Z [---] followers, [---] engagements

"@yehudajjadler @NonGaap Those billion-trillion guys are not after little Weedmaps for $200m-$400m in TAM. Why risk reputational and cross-jurisdiction compliance complications not to mention brand impact for so little TAM between them all I'll eat that risk all day given how cheap $maps trades"
X Link 2025-12-21T06:13Z [---] followers, [---] engagements

"$maps is too niche for the big guys and way too dominant to trade this cheap. They have no debt and lots of free cash flow. They actually benefit from more cannabis players and innovation unlike most of $msos. The cofounders still own and run the company. In [----] and [----] $maps was fined by Canada and California for illegal pot sellers on their platform. By [----] they deleted those listings and required licenses. That hurt their growth while the legal industry had a huge cost disadvantage. That's about to change drastically. In [----] and [----] $maps was fined by Canada and California for illegal"
X Link 2025-12-24T16:50Z [---] followers, [----] engagements

"Bought more $maps"
X Link 2025-12-29T19:15Z [---] followers, [---] engagements

"$fjet would be a great service for hypersonic and high-hypersonic test flights of UAVs not just satalite launches"
X Link 2026-01-12T17:07Z [---] followers, [---] engagements

"Shorted $mu $435.58"
X Link 2026-01-28T19:57Z [---] followers, [---] engagements

"Lots of people will miss the ramp because they're focused on EBITDA and revenue levels instead of direction and potential. $gme is already one of the largest companies in the collectibles market in terms of net revenue. @theroaringpig Market was waiting for revenue to bottom which should happen in Q1. We're good for an anticipatory and much hated ramp imo. $gme @theroaringpig Market was waiting for revenue to bottom which should happen in Q1. We're good for an anticipatory and much hated ramp imo. $gme"
X Link 2026-01-29T14:59Z [---] followers, [---] engagements

"I'm out based on this news that acquisition based growth is how Ryan's planning to get to $100b. $gme"
X Link 2026-01-30T14:37Z [---] followers, [---] engagements

"@theroaringpig Yeah I'm so pissed about this news. Maybe I was in denial thinking he would focus on collectibles and make small bolt-on acquisitions. It's easy to get to $100b primarily with acquisitions but the price per share doesn't have to go much higher for that to happen"
X Link 2026-01-30T15:44Z [---] followers, [--] engagements

"SpaceX IPO still on track despite Elon being a confirmed pedo and this ridiculous self-dealing. $fjet should get a bid again as the hype builds. ELON MUSKS SPACEX ACQUIRED XAI FOR $250 BILLION - THE INFORMATION ELON MUSKS SPACEX ACQUIRED XAI FOR $250 BILLION - THE INFORMATION"
X Link 2026-02-03T02:10Z [---] followers, [---] engagements

"Bought $fjet shares at $8.87. Borrow rate over 500% for a company that just IPO'd seems more insane than the company's business plan or their willingness to pump the stock via paid promotion. Under $350m enterprise value in space cargo market with major clients seemed cheap"
X Link 2026-01-05T15:45Z [---] followers, [----] engagements

"$fjet is the lowest cost option for dedicated micro and nano satalite launches. Cheaper than SpaceX or Rocket Lab. That's their niche"
X Link 2026-01-08T00:43Z [---] followers, [---] engagements

"$fjet is the only company with the fixed costs of an airline but space launch variable costs and revenue"
X Link 2026-01-14T12:26Z [---] followers, [---] engagements

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