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@no_cap_cap VibeInvest5
VibeInvest5 posts on X about msft, $msft, goog, money the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +65%
- X Months XXXXXXX +1,439%
- X Year XXXXXXX +46,921%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXX +141%
- X Months XXXXX +1,274%
- X Year XXXXX +11,610%
Followers: XXX #
- X Week XXX +6.80%
- X Month XXX +20%
- X Months XXX +458%
- X Year XXX +273%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% cryptocurrencies XXXX% countries XXXX% social networks XXXX% fashion brands XXXX% currencies XXXX% automotive brands XXXX%
Social topic influence msft 3.81%, $msft 3.46%, goog 3.11%, money 3.11%, amzn 2.08%, $goog 2.08%, $blnto 1.73%, bubble 1.73%, nvda 1.73%, $amzn XXXX%
Top accounts mentioned or mentioned by @kairospraxis @bizalmanac @simeonresearch @grok @simeonresearch_ @everydaycap @alexeimartov @bigpoppastonk @compoundpapi @askperplexity @amplifythealpha @nestbetter @nocapcap @hamenateah @jamesmktmaster @cj0pp3l @bradocapital @juanilebedev @shomikghosh21 @walnutavevalue
Top assets mentioned Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Synopsys, Inc. (SNPS) Apple, Inc. (AAPL) NVIDIA Corp. (NVDA) Danaher Corporation (DHR) Open Custody Protocol (OPEN) Micron Technology, Inc. (MU) Marvell Technology Inc (MRVL) 4 (FOUR) Metadium (META) Fartcoin (FARTCOIN) ANSYS, Inc. (ANSS) Cadence Design Systems Inc (CDNS) Circle Internet Group, Inc. (CRCL) Oracle Corporation (ORCL)
Top Social Posts #
Top posts by engagements in the last XX hours
"Can $CMG.TO please announce an acquisition this week Tired of being underwater on it and how can you be a roll up if you dont roll anything up Its been so long I feel like something good has got to be in the works no"
@no_cap_cap on X 2025-07-19 23:51:20 UTC XXX followers, XXX engagements
"then this should be our chance to buy good businesses" @no_cap_cap on X 2025-07-22 00:58:23 UTC XXX followers, XXX engagements
"since it is similar amounts I wonder if these are mandatory buys with their bonus as per CSU structure" @no_cap_cap on X 2025-07-20 17:01:57 UTC XXX followers, XXX engagements
"so $DHR is actually not that cheap here is P/E a legit way to look at it EV/EBITDA better" @no_cap_cap on X 2025-07-23 01:55:37 UTC XXX followers, XXX engagements
"@KairosPraxis @StephenFrampto9 but if you dont own any shares then" @no_cap_cap on X 2025-07-18 00:05:30 UTC XXX followers, XX engagements
"@EverydayCap Whats your short thesis for $BLN.TO other than that its Chinese junk (which turns out to be incorrect) and that it has has a bunch of sleepy legacy competition" @no_cap_cap on X 2025-07-21 01:01:04 UTC XXX followers, XXX engagements
"$AMZN is actually doing OK but it sure feels like 🥱 I hope they buy more of Anthropic as recently rumored" @no_cap_cap on X 2025-07-17 14:47:51 UTC XXX followers, XXX engagements
"@compoundpapi @OPMWire @StockTalk416 actually he said he owned it during its oil sands hay day and it was a multibagger for them and it's now on his watchlist; matr he owns" @no_cap_cap on X 2025-07-23 03:37:23 UTC XXX followers, XX engagements
"next earnings August X and lately holding through their earnings has been like putting it all on red 🙈" @no_cap_cap on X 2025-07-20 00:04:35 UTC XXX followers, XXX engagements
"the hottest new stablecoin: TerraVest Industries and better than all the other stablecoins as each token is backed by cashflowing assets whose cashflows are reinvested in further cashflowing assets" @no_cap_cap on X 2025-07-21 15:16:11 UTC XXX followers, XXX engagements
"Sold half my $MSFT so should I get a starter in $MU or $FEIM" @no_cap_cap on X 2025-07-14 16:28:23 UTC XXX followers, 1806 engagements
"Why wait until the clouds part if we already know Mattr is a quality business with quality management" @no_cap_cap on X 2025-07-22 14:35:16 UTC XXX followers, XXX engagements
"@KairosPraxis This is the bio of the CEO who gave me my first X by driving a company to a surprise bankruptcy right after a major private placement financing smh" @no_cap_cap on X 2025-07-20 15:35:31 UTC XXX followers, XXX engagements
"@KairosPraxis @ALEXEIMARTOV Youre having long romantic walk n talks with Gemini" @no_cap_cap on X 2025-07-24 20:25:29 UTC XXX followers, XXX engagements
"@grok @stocknettle @BradoCapital I think ASML will almost certainly go up but I don't know if it will beat the market and even if it does I don't think it's worth the brain damage along the way" @no_cap_cap on X 2025-07-24 23:39:20 UTC XXX followers, XX engagements
"@bizalmanac @AskPerplexity wow perplexity sucks AAPL shouldn't buy it" @no_cap_cap on X 2025-07-22 18:55:44 UTC XXX followers, XXX engagements
"@KairosPraxis @bigpoppastonk @SimeonResearch_ Groks idea of 69" @no_cap_cap on X 2025-07-22 22:56:37 UTC XXX followers, XX engagements
"OK guess $TGEN is more about the growth potential" @no_cap_cap on X 2025-07-23 17:38:09 UTC XXX followers, XXX engagements
"@JuanILebedev @TBU12345678 MU sounds like a bit of a binary bet at this juncture" @no_cap_cap on X 2025-07-19 17:04:57 UTC XXX followers, XX engagements
"@hamenateah @shomikghosh21 @walnutavevalue @maxwellhouse99 @chat_SBC @bizalmanac @RahulSetty_ @SimeonResearch_ @LukeWolgram please do BLN next (can be positive or negative)" @no_cap_cap on X 2025-07-20 16:33:57 UTC XXX followers, XX engagements
"@SimeonResearch_ @AmsterdamStock One of your favourite places to invest" @no_cap_cap on X 2025-07-24 23:44:21 UTC XXX followers, XX engagements
"that's a pass for me as i have a rule against binary bets (having been on the wrong side of several of them) and everyone seems to agree rn that what happens with Micron depends on what happens with Samsung" @no_cap_cap on X 2025-07-19 17:11:51 UTC XXX followers, XXX engagements
"@KairosPraxis I love trailing stops. I keep them pretty loose but as multiple gets higher tighten them up. But I only really sell if I have a better idea. Otherwise might as well let it do it's thing. Also feels like it takes some of the decision making out of the process--market decides" @no_cap_cap on X 2025-07-22 21:21:58 UTC XXX followers, XX engagements
"I guess the reason it has flown so under the radar until Better Nest and a few others started recently pounding the table is because it hasn't performed well. Is increased NATO spending the catalyst it needs to get eyes on it" @no_cap_cap on X 2025-07-24 19:44:26 UTC XXX followers, XX engagements
"@SimeonResearch_ I DONT EVEN WANT TO BUY IT BECAUSE I DONT HAVE ANY SHEKELS BUT THE SUSPENSE IS KILLING ME" @no_cap_cap on X 2025-07-21 22:13:18 UTC XXX followers, XX engagements
"coworker is up XX% on the Fartcoin I recommended as a momo play 🤦🏻♂ (don't own it myself of course)" @no_cap_cap on X 2025-07-22 03:11:51 UTC XXX followers, XXX engagements
"@grok @stocknettle @BradoCapital yeah but this part specifically" @no_cap_cap on X 2025-07-24 23:23:13 UTC XXX followers, XX engagements
"@PointBreakout @RedshirtInsight XXX% everyone (on here) wants that (including Mayer in his original pitch); I think they will but if they don't it's a red flag" @no_cap_cap on X 2025-07-20 19:52:34 UTC XXX followers, XX engagements
"@bigpoppastonk @KairosPraxis @SimeonResearch_ @grok 🤣🤣🤣" @no_cap_cap on X 2025-07-22 23:39:57 UTC XXX followers, XX engagements
"@GSinghinvests just saw this now but Mattr 🧵" @no_cap_cap on X 2025-07-19 23:48:45 UTC XXX followers, XX engagements
"@EverydayCap oh shit you got the Bullish Trend retweet 🫤" @no_cap_cap on X 2025-07-23 02:09:01 UTC XXX followers, XX engagements
""This combination bolsters Synopsys strong financial position with projected margin expansion and greater unlevered free cash flow generation enabling rapid deleveraging over a period of two years."" @no_cap_cap on X 2025-07-18 17:32:24 UTC XXX followers, XXX engagements
"@ALEXEIMARTOV I guess the difficulty is that were always evaluating and reevaluating what those X great ideas are and sometimes stuff gets overvalued inviting you to trim for something undervalued. At least thats how I see it" @no_cap_cap on X 2025-07-21 02:58:05 UTC XXX followers, XX engagements
"@KairosPraxis trim some put on a trailing stop and hold until you have an idea that you think will perform better--that's what I do 🤷🏻♂" @no_cap_cap on X 2025-07-22 20:15:33 UTC XXX followers, XX engagements
"markets are funny it was actually hard to buy $NVDA at XXX cuz at that time almost every comment on here was "wait for 80" "it's going to 50" "the CUDA moat is dead" "semis are cyclical" but sometimes deals are hiding in plain sight just have to tune out the noise of the day" @no_cap_cap on X 2025-07-16 01:42:57 UTC XXX followers, XXX engagements
"Took Better Nests counsel and axed some meta" @no_cap_cap on X 2025-07-15 19:08:54 UTC XXX followers, 1802 engagements
"@hoomansv @jbulltard1 hopefully this does for $GOOG what $MSFT's last earnings did for it" @no_cap_cap on X 2025-07-23 23:04:02 UTC XXX followers, XX engagements
"Thanks to whomever stepped up and bought $BLN.TO today; otherwise this could have been a lot worse" @no_cap_cap on X 2025-07-17 20:10:19 UTC XXX followers, XXX engagements
"Can the quality guys please start looking at this Need to know if its real or just a data center momo stonk" @no_cap_cap on X 2025-07-18 20:11:28 UTC XXX followers, XXX engagements
""March X 2024 Calian Group Ltd. (TSX: CGY) a diverse products and services company providing innovative healthcare communications learning and cybersecurity solutions and MDA Ltd (TSX:MDA) a trusted global mission partner have completed a transaction in which Calian has purchased assets associated with MDAs nuclear services. MDA has provided professional services to the Canadian nuclear industry for more than XX years supported by a highly specialized team of engineers delivering complex project planning and management for large nuclear outages and refurbishment projects including experience" @no_cap_cap on X 2025-07-24 19:44:26 UTC XXX followers, XX engagements
"$NVDA valuation still actually not that bad" @no_cap_cap on X 2025-07-18 18:52:33 UTC XXX followers, 2139 engagements
"@KairosPraxis "deep expertise in finance" = bankruptcy lol This is the company he was CEO of" @no_cap_cap on X 2025-07-20 19:11:06 UTC XXX followers, XX engagements
"@otiscap @marc_slans you mean like TTM P/E of 37" @no_cap_cap on X 2025-07-23 02:19:51 UTC XXX followers, XX engagements
"@Msp194 @Semiaut0o0 @KairosPraxis If Gemini is right it closed a bit below fair value" @no_cap_cap on X 2025-07-16 21:14:31 UTC XXX followers, XXX engagements
"@compoundpapi @bizalmanac @AskPerplexity I had a bad feeling thats what it implied 😂" @no_cap_cap on X 2025-07-15 18:53:15 UTC XXX followers, XX engagements
"If this is right gotta admit it's very tempting "with $ANSS $SNPS has $XX of EPS power which this thing is not at all priced for"" @no_cap_cap on X 2025-07-18 17:47:24 UTC XXX followers, XXX engagements
"@KairosPraxis I noticed your posts get a lot of traction on here so you would probably qualify for some elonbux but i think first you need XXX or 5000 verified followers or something like that" @no_cap_cap on X 2025-07-21 21:11:09 UTC XXX followers, XX engagements
""based on my knowledge of Danaher I was certain that a similar serial acquirer model would be successful in Japan"" @no_cap_cap on X 2025-07-13 17:14:24 UTC XXX followers, XXX engagements
"Growth estimates aren't that exciting either. This is what I sold my last Softie for" @no_cap_cap on X 2025-07-23 02:00:20 UTC XXX followers, XXX engagements
"@ALEXEIMARTOV Yeah I don't know why we all seem to have this constant drive to look for new ideas though it also kind of happens inevitably that we are constantly exposed to new ideas. I always try to concentrate in my top ideas but lately my top ideas have been changing almost monthly" @no_cap_cap on X 2025-07-21 03:20:47 UTC XXX followers, XX engagements
"Ok so what do I mean then: ROI I get that their capex is going to hurt their EPS in the short term as it shows up in DA but eventually I think that capex will increase their EPS. Good point on the glasses. Meta has taken the lead but they will definitely be somewhat commoditized; however both META and GOOG etc will probably stay in the lead. Zuck has already talked about how after glasses it will be contact lenses and then holograms and it sounds like both of those latter are already in development. Re: holograms basically he is saying our experience via AI glasses/contact lenses will become" @no_cap_cap on X 2025-07-23 21:14:58 UTC XXX followers, XX engagements
"@snowytrail1 @muddywatersre @grok based on public tweets when did Marc Cohodes go short RILY when did he close his short" @no_cap_cap on X 2025-07-22 20:54:07 UTC XXX followers, XXX engagements
"So far have been wrong on this one but am so so tempted to keep averaging down. That's probably the wrong thing to do since the market is smarter than me but personally I don't see any reason for the sell off so to me looks like the same discounted cashflows for cheaper" @no_cap_cap on X 2025-07-19 16:42:17 UTC XXX followers, XXX engagements
"@SimeonResearch_ you're in my Tier X what more do you want 😂" @no_cap_cap on X 2025-07-21 21:21:53 UTC XXX followers, XXX engagements
"@shomikghosh21 But you got the 10k I wired you for your new Shomik coin right" @no_cap_cap on X 2025-07-22 22:34:41 UTC XXX followers, XX engagements
"Trying to convince my dad to buy his first ever stock. Funny or actually very sad story: his neighbours/good friends were making a fortune on JDS Uniphase during the dot-com bubble and got a lot of their friends and family into it but my dad is super conservative with money so never joined in. When the bubble finally burst his neighbours lost everything even their home 😢 Anyhow he now agreed to buying and holding an ETF" @no_cap_cap on X 2025-07-17 05:54:26 UTC XXX followers, XXX engagements
"@TBU12345678 @JuanILebedev so now what since $MU has already hit your fair value" @no_cap_cap on X 2025-07-18 18:25:34 UTC XXX followers, XX engagements
"so why don't we start investing in more of the trending but quality hyper growth stories" @no_cap_cap on X 2025-07-22 15:57:11 UTC XXX followers, XX engagements
"@kar_nels @GoldmanAdvisor @David_Tracey The "nonce k" bug" @no_cap_cap on X 2025-07-20 17:50:36 UTC XXX followers, XX engagements
"@ChudCap Feels like it has to; even though all boats are rising its almost getting unbearable watching dumb money win again 😭" @no_cap_cap on X 2025-07-18 19:51:52 UTC XXX followers, XX engagements
"@keepawake2 I like $CLPT because its biotech picks and shovels. Biotech itself is way too hard for me" @no_cap_cap on X 2025-07-16 16:51:25 UTC XXX followers, XXX engagements
"@KairosPraxis if you haven't noticed i don't do deep dives i just do bite sized impressions as I go 😂 don't have the attention span to do deep dives nor to read them 🤷🏻♂" @no_cap_cap on X 2025-07-19 15:59:31 UTC XXX followers, XX engagements
"Which performs better over the next X years: $LMN.V or $FFH.TO" @no_cap_cap on X 2025-06-11 04:45:12 UTC XXX followers, 2040 engagements
"@compoundpapi @bizalmanac Based on a real person who is actually suing the show. She used to be big on here but havent seen her lately" @no_cap_cap on X 2025-07-18 00:42:17 UTC XXX followers, XX engagements
"@KairosPraxis @DurableCreators I want the momo stonks to crash and burn but my boring respectable equities to keep slowly going up--is that too much to ask for" @no_cap_cap on X 2025-07-21 21:17:54 UTC XXX followers, XX engagements
"@c_mcmanus @BenBajarin How so Im not seeing anything but more bad news for their AI efforts" @no_cap_cap on X 2025-07-18 04:57:28 UTC XXX followers, XX engagements
"@EverydayCap weird comparison considering they only recently turned adjusted EBITDA positive" @no_cap_cap on X 2025-07-22 16:57:35 UTC XXX followers, XXX engagements
"@KairosPraxis @KeyStocks wow Firan sounds great" @no_cap_cap on X 2025-07-23 21:28:40 UTC XXX followers, XX engagements
"@amplifythealpha @jfhksar88 Have fun with your boomer asset" @no_cap_cap on X 2025-07-20 18:34:43 UTC XXX followers, XX engagements
"@SimeonResearch_ @bigpoppastonk @KairosPraxis @grok" @no_cap_cap on X 2025-07-23 00:07:06 UTC XXX followers, XXX engagements
"@KairosPraxis @StephenFrampto9 Hmm interesting" @no_cap_cap on X 2025-07-17 19:10:24 UTC XXX followers, XX engagements
"@KairosPraxis @SimeonResearch_ all three of us now 🫤" @no_cap_cap on X 2025-07-15 23:34:26 UTC XXX followers, XX engagements
"most everything has had so much multiple expansion in the last two months that I now have a lot less actionable ideas. Of the stuff I follow still buyable imo are MATR MRVL KSI BLN GOOG BRK CLPT CLBT (CMG) etc" @no_cap_cap on X 2025-07-21 02:31:45 UTC XXX followers, XXX engagements
"added to MATR (and put a bid on BLN at the low of the day)" @no_cap_cap on X 2025-07-21 15:49:29 UTC XXX followers, XXX engagements
"@JonErlichman Isnt this a pump n dump Why you giving him air time Yesterdays top buyers are already down 40%" @no_cap_cap on X 2025-07-23 00:50:08 UTC XXX followers, XXX engagements
"@KairosPraxis XXX% social media has destroyed my brain. I used to excitedly read Heidegger etc all day long and now I wasn't kidding when I said that quote you posted was too long 😂 Though as an act of friendship I did summon all of my strength in order to give it a read 😂" @no_cap_cap on X 2025-07-19 16:14:39 UTC XXX followers, XX engagements
"it's not even possible to keep up with all the stuff pumping rn probably end days" @no_cap_cap on X 2025-07-22 15:28:00 UTC XXX followers, XXX engagements
"@EverydayCap last one was due to a tariff duty so in a way you are literally right" @no_cap_cap on X 2025-07-22 17:27:34 UTC XXX followers, XX engagements
"Dont normally follow P/S so dont have a feel for it yet (and the info I saw online was all very contradictory) so is a forward P/S of X fair cheap or expensive Sales going up but price has been going up faster. Rev Fwd 2Yr: 24.0%" @no_cap_cap on X 2025-06-03 01:22:04 UTC XXX followers, 1479 engagements
"27 As we get to the second half of this year and into 2026 I think the clouds will part and it will be a lot easier for investors to appreciate the quality of this business and the quality of the management team. (lfg)" @no_cap_cap on X 2025-07-22 02:14:21 UTC XXX followers, XXX engagements
"I think Kairos is right here: its time to be looking ahead to a bull case on getting short NVDA Perhaps short NVDA long MRVL" @no_cap_cap on X 2025-07-16 22:47:56 UTC XXX followers, XXX engagements
"@KairosPraxis @bizalmanac Like for example XX baggers are just not available to me because Im too focused on short term headwinds like oh Zuck is going way too capex heavy time to trim because the DA is going to kill their earnings before the ROIC shows up; then buyback later" @no_cap_cap on X 2025-07-15 20:07:26 UTC XXX followers, XX engagements
"think this is the most Gemini has ever glazed me sincerely apologizes for its mistake explains how it came to make the mistake thanks me and appreciates me for persistently correcting it 😂" @no_cap_cap on X 2025-07-22 20:12:08 UTC XXX followers, XXX engagements
"kinda chart i love to buy on a quality company adding to my list of cos to consider while everyone else is chasing the shitco du jour" @no_cap_cap on X 2025-07-22 17:04:53 UTC XXX followers, XXX engagements
"maybe the market is going to look through the massive capex to the roic" @no_cap_cap on X 2025-07-21 17:19:16 UTC XXX followers, XXX engagements
"Eiichi Arai: "We aim to acquire SMB manufacturing companies where the owners do not have a viable successor - a very common reality in Japan. Unlike with a typical private equity firm we do not sell our portfolio companies."" @no_cap_cap on X 2025-07-19 22:31:00 UTC XXX followers, XXX engagements
"@SimeonResearch_ oh lol I didn't even know about that just works a lot better for me than following people because then instead of getting force fed you can choose your feed exactly as you like it 🤷🏻♂" @no_cap_cap on X 2025-07-21 22:50:53 UTC XXX followers, XXX engagements
"@FintwitPeaked @compoundpapi Marvell looks good rn in my tourist opinion" @no_cap_cap on X 2025-07-18 20:42:03 UTC XXX followers, XX engagements
"Hempton wants to get in there too 😂 Must be the end of a bull run with the short sellers now all going for each others jugulars" @no_cap_cap on X 2025-07-23 06:07:59 UTC XXX followers, XX engagements
"KITS in Kitsmaking you money while you chill on the weekend 😎" @no_cap_cap on X 2025-07-20 01:44:12 UTC XXX followers, XXX engagements
"@unknowncapital1 @NickCortellucci Kairos' thread is saying they have done their acquisitions through debt in order to avoid dilution" @no_cap_cap on X 2025-07-25 02:55:09 UTC XXX followers, XX engagements
"30:30 I own a few shares still. I think at this pint it is close to fair value" @no_cap_cap on X 2025-07-15 01:48:49 UTC XXX followers, XXX engagements
"Which performs better over the next six months: $FOUR or $FIVE" @no_cap_cap on X 2025-07-14 03:19:29 UTC XXX followers, 1338 engagements
"It's alive $FOUR "Shift4 Completes Acquisition Of Global Blue"" @no_cap_cap on X 2025-07-03 14:27:42 UTC XXX followers, 4233 engagements
"(nvda filled the gap and ploughed right through my tight stop on the stargate news; would mos def buy back if it cools off a bit)" @no_cap_cap on X 2025-07-22 14:27:16 UTC XXX followers, XX engagements
"@carmo_analyse looks like you're right but might be a good place to be when this bubble pops" @no_cap_cap on X 2025-07-22 01:03:18 UTC XXX followers, XX engagements
"Excellent write up. Definitely worth the read. $KSI.TO Great timing too imo (ie can btd)" @no_cap_cap on X 2025-07-20 16:59:26 UTC XXX followers, XXX engagements
"@bizalmanac @compoundpapi @AskPerplexity OK thats much different lol and reinforces Papis point above about gotta do what works for you. I totally agree with that as ones personality and also lifestyle majorly affect what does work for oneself. Btw would have been crazy if Grok got the style glove referencenot yet" @no_cap_cap on X 2025-07-15 19:38:45 UTC XXX followers, XX engagements
"@amplifythealpha Agree to disagree. Will be a zero one day imo. It is purely a brand. There are now over XX million cryptocurrencies so the idea they are scare is a joke. Anyway don't want to waste time arguing about it. Have a nice Sunday 🤟" @no_cap_cap on X 2025-07-20 19:39:00 UTC XXX followers, XX engagements
"$BLN.TO January Investor Presentation XX minute mark: Our products are manufactured here in Calgary. The core components going into these are primarily on the electronics side they are almost all US supplied components; in the context of the chemical sensors they are mostly European based companies; those are the best in class. @plasticnewt3" @no_cap_cap on X 2025-07-20 20:12:53 UTC XXX followers, XXX engagements
"@KairosPraxis @bigpoppastonk @SimeonResearch_ @grok what is that cursed image" @no_cap_cap on X 2025-07-22 23:15:02 UTC XXX followers, XX engagements
"kinda what I'm thinking on MSFT too though for AMZN feel like it deserves to hit a new ATH before people start calling for trimming" @no_cap_cap on X 2025-07-21 21:54:59 UTC XXX followers, XXX engagements
"Market is going to punish $META for all this capex isnt it Maybe Ill trim and check back in a few months Its really really hard for me not to cut my flowers to water my weeds and MRVL could really use some watering right about now 🫣😵💫🫠" @no_cap_cap on X 2025-07-14 21:23:00 UTC XXX followers, 4589 engagements
"if all these shitcos can fly then $AMZN can at least hit a new all-time high no in a few years Amazon is going to put Anthropic's ASI in its robots and rule the world" @no_cap_cap on X 2025-07-18 18:46:56 UTC XXX followers, XXX engagements
"I still don't understand what people watch on YouTube but good for $GOOG" @no_cap_cap on X 2025-07-19 16:59:35 UTC XXX followers, XXX engagements
"@BradoCapital wait until it only requires glasses / contact lenses then more practical (if not incredibly strange)" @no_cap_cap on X 2025-07-21 15:30:08 UTC XXX followers, XX engagements
"@SimeonResearch_ WHAT'S YOUR NEW SECRET ISRAELI STOCK" @no_cap_cap on X 2025-07-21 21:12:45 UTC XXX followers, XXX engagements
"If $GOOG does report another great Q then I think that could be the catalyst it needs like happened with $MSFT" @no_cap_cap on X 2025-07-19 18:10:11 UTC XXX followers, XXX engagements
"@jamesmktmaster @EverydayCap Yeah probably but Cody did it once so I think he can do it again tbd" @no_cap_cap on X 2025-07-23 05:36:10 UTC XXX followers, XX engagements
"@ReturnsJourney When the shitco bubble bursts liquidity will probably flow back into quality" @no_cap_cap on X 2025-07-17 16:00:28 UTC XXX followers, XXX engagements
"@hamenateah @shomikghosh21 @walnutavevalue @maxwellhouse99 @chat_SBC @bizalmanac @RahulSetty_ @SimeonResearch_ @LukeWolgram Dis you" @no_cap_cap on X 2025-07-20 16:21:30 UTC XXX followers, XX engagements
"@KairosPraxis prolly a better roi i got my bluecheck cause it said sign up for elonbux and so i did and then it said sorry you need 5000 bluecheck followers first 🤦🏻♂" @no_cap_cap on X 2025-07-21 21:27:43 UTC XXX followers, XX engagements
"@bizalmanac Got very weak towards the end. Dont think I even finished it. Succession became much stronger. Industry also great" @no_cap_cap on X 2025-07-18 00:43:09 UTC XXX followers, XXX engagements
"Is this the news thats making $PNG.V soar on high volume" @no_cap_cap on X 2025-07-16 17:25:06 UTC XXX followers, XXX engagements
"@bizalmanac @AskPerplexity @grok why does Perplexity suck so bad" @no_cap_cap on X 2025-07-22 21:40:09 UTC XXX followers, XXX engagements
"CJ literally always appears at the top of my page as recently "posted" even though XX% of the time it's false advertising I think the algo has just figured out that I will click on it if that little B-2 pfp is showing" @no_cap_cap on X 2025-07-17 02:56:29 UTC XXX followers, XXX engagements
"@StockMarketNerd That guy is becoming particularly annoying and in this case probably trying to save his own bag" @no_cap_cap on X 2025-07-18 16:41:14 UTC XXX followers, XXX engagements
"@jamesmktmaster @EverydayCap Its done very well already and I dont really get what the moat is but Im sure it will massively outperform my long BLN with its crap margins fake adjusted EBITDA Chinese junk that it forces through its vendor status and fierce competition from entrenched legacy players" @no_cap_cap on X 2025-07-23 05:20:39 UTC XXX followers, XX engagements
"1:14 we look at our customers and what they're asking us to do and what their ambitions are and quite frankly we can't go fast enough" @no_cap_cap on X 2025-07-18 02:18:02 UTC XXX followers, XXX engagements
"@NestBetter @KairosPraxis Would agree the turn around is done the buyback is back on the debt is being paid down so now just at the start of the runway; will be some volatility of course since end markets' demand as well as seasonality are outside their control" @no_cap_cap on X 2025-07-16 03:01:09 UTC XXX followers, XXX engagements
"@ReturnsJourney @KairosPraxis @WagieCapital I dont think thats strictly true. With most of the MAG6 both the capex and the return on capex are just on a way more massive scale. Return on AWS GCP etc are massive. And what would be the return on ASI Could be insane" @no_cap_cap on X 2025-07-24 05:38:15 UTC XXX followers, XX engagements
"@NestBetter but feels like if I even asked this question a few months ago I would have been both excommunicated and laughed off of compounder FinTwit--both because TVK was so loved and because MATR was so hated. Feels like TVK temperature has now cooled to where one can ask the question" @no_cap_cap on X 2025-07-16 02:36:44 UTC XXX followers, XXX engagements
"@Msp194 @Semiaut0o0 @KairosPraxis Made some up AH though" @no_cap_cap on X 2025-07-16 21:12:26 UTC XXX followers, XX engagements
"Seems I misattributed this so who said that then And regardless of who the question still stands This is the top of my shitco list and just don't think I can do any of them even though they will probably all be 1000 baggers. Best I can do is MRVL CLPT CLBT BLN KSI etc" @no_cap_cap on X 2025-07-17 02:39:27 UTC XXX followers, XXX engagements
"alright boyz it's time: what provides the better return over the next two years: $TVK.TO or $MATR.TO" @no_cap_cap on X 2025-07-16 02:11:13 UTC XXX followers, 2006 engagements
"Man should have just kept this version of my port lol Instead got greedy and wanted to build up positions in more torquey names but they are all doing crap (BLN KSI CLPT) whereas what I sold/reduced is hitting new ATHs. Could say theres a lesson in there but I never learn 🤷🏻♂" @no_cap_cap on X 2025-07-18 00:36:43 UTC XXX followers, XXX engagements
"@bizalmanac @AskPerplexity @AskPerplexity" @no_cap_cap on X 2025-07-22 18:14:46 UTC XXX followers, XX engagements
"@KairosPraxis X qtrs I could be dead by then 😴☠" @no_cap_cap on X 2025-07-15 15:16:47 UTC XXX followers, XXX engagements
"@compoundpapi Yeah I'd like to see the original Raymond James piece because the way he paraphrased it it's got a typo and also isn't even grammatically correct. I don't know much about him but have heard he got some retail guys into CSU early so they are grateful to him for that" @no_cap_cap on X 2025-07-25 03:47:27 UTC XXX followers, XX engagements
"didnt even know they were working on this sounds bullish" @no_cap_cap on X 2025-07-15 21:33:51 UTC XXX followers, XXX engagements
"so some gamblers are already down XX% on $OPEN within a couple hours smh" @no_cap_cap on X 2025-07-21 20:06:18 UTC XXX followers, 1309 engagements
"@stocknettle @BradoCapital @grok what's the reference of this part of the movie again" @no_cap_cap on X 2025-07-24 23:20:39 UTC XXX followers, XX engagements
"@atelicinvest The revenue breakdown is there too but less picturesque so went with this one" @no_cap_cap on X 2025-07-20 21:59:58 UTC XXX followers, XX engagements
"So what are we spending time on today I was thinking BLN 319A and maybe TGEN. ☕" @no_cap_cap on X 2025-07-19 15:55:40 UTC XXX followers, XXX engagements
"@muddywatersre I agree that he's psycho and a bad investor but how do you lose money being short this since October '23" @no_cap_cap on X 2025-07-22 22:15:10 UTC XXX followers, 6010 engagements
"@SimeonResearch_ @hamenateah @shomikghosh21 @walnutavevalue @maxwellhouse99 @chat_SBC @bizalmanac @RahulSetty_ @LukeWolgram one of the things I like about Kneat is that they plan to expand into adjacent verticals 7xing the TAM" @no_cap_cap on X 2025-07-20 18:58:38 UTC XXX followers, XXX engagements
"eww why. I'm so much happier since I sold. Trying to follow all the incredibly technical debates around "peak litho" Chinese competition which may or may not be fake geopolitics tariffs just makes it not a lot of fun to own imo. Also why do picks and shovels when you can invest directly in the handful of companies developing ASI" @no_cap_cap on X 2025-07-24 17:52:16 UTC XXX followers, XXX engagements
"HaaS-SaaS comp: $V $CLPT $CLBT $BLN.TO $FOUR Is BLN not cheap" @no_cap_cap on X 2025-07-19 16:44:19 UTC XXX followers, XXX engagements
"@dopamine_uptake a lot of people saying this old wallet was probably hacked so maybe a CAGR more like a Thanksgiving turkey" @no_cap_cap on X 2025-07-20 19:42:12 UTC XXX followers, XX engagements
"@Chrisbagmancap @PythiaR @compoundpapi He's actually on Twitter but because of his lawsuit only talks about weightlifting and nutrition etc" @no_cap_cap on X 2025-07-23 02:24:26 UTC XXX followers, XXX engagements
"What kind of crappy stock is this @KairosPraxis Everything else goes up at least XXX% a day whereas I already round-tripped on this pos 😂" @no_cap_cap on X 2025-07-15 15:06:01 UTC XXX followers, XXX engagements
"@ALEXEIMARTOV @KairosPraxis watching every one minute candle does not help 😭😂☠" @no_cap_cap on X 2025-07-15 15:27:06 UTC XXX followers, XXX engagements
"@grok @snowytrail1 @muddywatersre OK not sure how he lost money on that then according to the OP" @no_cap_cap on X 2025-07-22 20:58:18 UTC XXX followers, XXX engagements
"$MSFT OTOH is in complete beast mode for some reason that continues to completely evade me" @no_cap_cap on X 2025-07-17 14:56:40 UTC XXX followers, XXX engagements
"@KairosPraxis How would that be a change 😂" @no_cap_cap on X 2025-07-19 15:46:36 UTC XXX followers, XX engagements
"just realized that July X volume corresponds with these insider buys and July X corresponds with John Ewing discussing CMG as one to watch on In the Money. I actually added to $CMG.TO after that volume since thought it was some sort of positive sign 😂" @no_cap_cap on X 2025-07-23 03:19:07 UTC XXX followers, XXX engagements
"downtrend slowing and when this shitco bubble pops money's going to rotate back into fairly priced quality amirite $BRK" @no_cap_cap on X 2025-07-18 19:26:57 UTC XXX followers, XXX engagements
"@bizalmanac Hey Andy remember how you recently tweeted that you regretted not seizing 2021 as an opportunity to make generational wealth Well now that were back in a full blown 2021 style mania what are we going to do about that" @no_cap_cap on X 2025-07-17 01:54:01 UTC XXX followers, XXX engagements
"@SimeonResearch_ @KairosPraxis (in prison for always forgetting LMN of course)" @no_cap_cap on X 2025-07-22 22:49:49 UTC XXX followers, XX engagements
"@ContrarianCurse As Peter Schiff said his shit also has a fixed supply 🫤" @no_cap_cap on X 2025-07-21 16:57:27 UTC XXX followers, XXX engagements
"if there's ever been a time for this gif. 😲" @no_cap_cap on X 2025-07-22 20:46:58 UTC XXX followers, XXX engagements
"is this the next stage of this market high fliers gap down on no news" @no_cap_cap on X 2025-07-22 15:16:34 UTC XXX followers, XXX engagements
"@SimeonResearch_ @AmsterdamStock cool for some reason my guess had been Eastern Europe not Southern Europe helps explain your stock picks actually personally Greece is just not a place I would ever invest because I have no feel for it" @no_cap_cap on X 2025-07-24 23:22:34 UTC XXX followers, XX engagements