@taobanker Avatar @taobanker taobanker

No specific company is dominating the conversation. However, some stocks being discussed include $tap, $moh, $cnc, $yelp, $mgni, $abf.l, $bme.l, and $cold. The Supreme Court and US politics are also being mentioned, with some users discussing the potential impact on certain stocks.

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Social Influence

Social category influence stocks #2815 finance 19.36% technology brands 9.18% cryptocurrencies 5.79% social networks 1.4% countries 1% exchanges 0.8% fashion brands 0.6% financial services 0.4% celebrities 0.4%

Social topic influence $yelp #43, this is 4.59%, in the 4.59%, money 3.99%, $morn 3.79%, $wmt 2.99%, $tap #12, gamma 2.79%, if you 2.59%, business 2.4%

Top accounts mentioned or mentioned by @grok @catnyanpital @ser_kingslayer_ @evrgn11112231 @bobertbedford @nuggetcapital @hatfieldcapital @utilitypure @sendaotrust @busgus @vulmearj45663 @estsauver @chesir3cat @joinyellowbrick @toiletkingcap @capitalfang @ambushc15225 @atelicinvest @johndoeknowsguy @acaciacap

Top assets mentioned YELP INC. (YELP) Morningstar, Inc. (MORN) Walmart, Inc. (WMT) Molson Coors Beverage Co Class B (TAP) Abercrombie & Fitch Co. (ANF) MNTN, Inc. (MNTN) Coursera, Inc. (COUR) CarGurus, Inc. Class A Common Stock (CARG) Amazon.com, Inc. (AMZN) Duolingo, Inc. (DUOL) PayPal Holdings Inc (PYPL) OMS Energy Technologies Inc. (OMSE) Vail Resorts, Inc. (MTN) GEN Restaurant Group, Inc. (GENK) WEN Token (WEN) Nexa (NEXA) Oracle Corporation (ORCL) Uber Technologies, Inc. (UBER) Alliance Resource Partners LP (ARLP) Sweetgreen Inc. (SG) Alphabet Inc Class A (GOOGL) IPG Photonics Corporation (IPGP) Chemed Corporation (CHE) CoinEx Token (CET) S&P Global Inc (SPGI) Lululemon Athletica Inc (LULU) CAVA Group, Inc. (CAVA) Americold Realty Trust, Inc. (COLD) Lineage, Inc. (LINE) Diageo plc (DEO) Workday Inc (WDAY)

Top Social Posts

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

""Look at the [--] year chart" This is the [--] IQ investing stance. Calling out previous price action. Cavemen could do this. https://t.co/H8Zmz8DuIw Baillie Gifford backs CoStar in activist battle Perhaps unnamed Baillie Gifford rep should look at the [--] year chart. Hard to see repeatedly demonstrated value creation over past [--] years. Happy to take your call so you can explain your maths and we can https://t.co/DqF4S75NED https://t.co/H8Zmz8DuIw Baillie Gifford backs CoStar in activist battle Perhaps unnamed Baillie Gifford rep should look at the [--] year chart. Hard to see repeatedly demonstrated"
X Link 2026-02-15T15:02Z 10.8K followers, [----] engagements

"isn't $adt crazy cheap"
X Link 2026-02-15T21:55Z 10.8K followers, [----] engagements

"a $125 price target on $alx is beyond stupid $ALX https://t.co/ycgo8AXqac $ALX https://t.co/ycgo8AXqac"
X Link 2024-11-29T23:46Z 10.8K followers, [----] engagements

"Every single hedge fund manager says this then hires someone who has been through an ibanking program"
X Link 2025-03-13T12:39Z 10.8K followers, 163K engagements

"@GeoInvesting Would love to learn more about $aatc"
X Link 2025-06-12T14:31Z 10.8K followers, [---] engagements

"if investing in magnets worked why wouldn't investing in lasers work please keep replies to [--] words or fewer. $nopmf $ipgp"
X Link 2025-06-15T01:57Z 10.7K followers, [----] engagements

"$copx up 12% ytd $gdx up 47% ytd $smmyy flat opportunity"
X Link 2025-06-24T22:43Z 10.8K followers, [----] engagements

"@stevehou also see $metc $metcb"
X Link 2025-07-10T23:32Z 10.8K followers, [---] engagements

"picked up a 1% position in $auna latam healthcare provider"
X Link 2025-07-14T14:05Z 10.7K followers, [----] engagements

"Significant U.S. revenue: $FCC $ADRNY $BZU.MI $5233.T $BB.PA $FILA.MI $GCC.MX $GRUMAB"
X Link 2025-08-06T23:36Z 10.8K followers, [----] engagements

"If investing in magnets works (see $NOPMF) then shouldn't investing in lasers also work Can anyone disprove the above logic $IPGP"
X Link 2025-08-11T22:14Z 10.7K followers, [----] engagements

"don't hate me for this but i think $rco.pa works from here"
X Link 2025-09-18T22:29Z 10.7K followers, [---] engagements

"$OTLY how the fuck do you lose $200mm selling $800mm of oat mik Basedgod please crash the economy"
X Link 2025-10-15T01:28Z 10.8K followers, [---] engagements

"Tax shield strategy for high cash allocation investors: - Switch all cash to $BOXX or long-dated box spreads - Take out margin loan and plow proceeds into same - Congratulations you are now deferring all of your interest income and can write off margin expense from STCG"
X Link 2025-10-15T16:37Z 10.8K followers, [----] engagements

"Just refreshed the rock tracker. Not much has changed in terms of the top picks. In my opinion $5233 $GCC.MX and $BZU.MI are the blue chips. $LOMA is interesting but look at it side by side with $GCC.MX and it's just like why take that risk"
X Link 2025-10-22T06:34Z 10.6K followers, [----] engagements

"At home elderly care up 11.6% y/y go all-in on $ADUS"
X Link 2025-10-24T13:12Z 10.7K followers, [----] engagements

"$CHE this stock looks quite cheap on first glance What's the deal here brodies @taobanker Remember what Druck says Think [--] months ahead Hospice $CHE @taobanker Remember what Druck says Think [--] months ahead Hospice $CHE"
X Link 2025-10-24T22:17Z 10.7K followers, [----] engagements

"If you'll kindly note my proprietary adj rock earnings has neatly sorted $bzu.mi and $5233.t to the top of the actual smid cap cementcos on this list -- both are subjects of recent activist campaigns / long reports. this adj rock earnings thing is pretty kickass"
X Link 2025-10-24T22:36Z 10.6K followers, [----] engagements

"I go all in on planetary mining it's coming and will be huge My high school friends stonk group chat has been revived for the first time since 2020/2021 this past week Youve been warned https://t.co/baSzDTWG69 My high school friends stonk group chat has been revived for the first time since 2020/2021 this past week Youve been warned https://t.co/baSzDTWG69"
X Link 2025-10-28T19:41Z 10.8K followers, 14.7K engagements

"Tired of being tossed around by the market recently I've spent some time taking a first pass at a long term dividend / bond alt basket. Note avg dividend is overstated due to $BME.L data issue. Thoughts $UNP $CNI $BAH $TAP $TGT $ABF.L $BME.L $LMT $NRP $CABGY $CCHGY $OLVAS"
X Link 2025-10-29T22:48Z 10.6K followers, [----] engagements

"A good read on $NEN https://www.obscurestocks.com/p/new-england-realty-associates-nysenen https://www.obscurestocks.com/p/new-england-realty-associates-nysenen"
X Link 2025-11-01T15:27Z 10.7K followers, [----] engagements

"Was reading Soros last night and he talked about how any time periods he spent doing deep fundamental research were a clear detraction from his trading instincts"
X Link 2025-11-01T17:02Z 10.8K followers, 28.7K engagements

"$OMSE blocked on schwab online trading = moon sauce"
X Link 2025-11-03T15:23Z 10.8K followers, [---] engagements

"$SPGI $MCO $MA $TDG $WM $WCN etc etc etc Am I really too cheap for not paying up for these Idk. @brentmuio SPGI MA WCN TDG CSU Boooooring but probably does okay. No idea where the relative bottom is though they can always get cheaper. @brentmuio SPGI MA WCN TDG CSU Boooooring but probably does okay. No idea where the relative bottom is though they can always get cheaper"
X Link 2025-11-03T22:40Z 10.8K followers, [----] engagements

"Cote has been shaping up to be a real beast $smmyy $iag $IAG $IMG.TO prepaying a bunch of the TL & doing a 10% NCIB https://t.co/BZNChdzXPF $IAG $IMG.TO prepaying a bunch of the TL & doing a 10% NCIB https://t.co/BZNChdzXPF"
X Link 2025-11-04T23:13Z 10.8K followers, [----] engagements

"$MNTN CEO is on bloomberg At first he sounded cringe talking about street price targets But then he explained the business model (routing targeting TV ads) and said 50% of the company is software engineers It seems like they're already profitable too Learning more"
X Link 2025-11-05T14:51Z 10.6K followers, [----] engagements

"Howdy folks. I did another round of Sunday Market Prep this week on my blog. I also posted some thoughts on my experiences managing watchlists/spreadsheets: $BME.L $OMSE $TUSK $BBW $CROX $LULU $ANF $CRI"
X Link 2025-11-09T20:27Z 10.8K followers, [----] engagements

"$MED -145% net debt to market cap -9% working capital 27% PPE"
X Link 2025-11-12T23:41Z 10.7K followers, [---] engagements

"$DUOL needs to buy $COUR It's ridiculous that I'm not an m&a guy tbh"
X Link 2025-11-13T00:16Z 10.7K followers, [----] engagements

"$OMSE lockup expired"
X Link 2025-11-13T23:00Z 10.8K followers, [----] engagements

"I think this may be the real reason for $YELP selloff: $YELP management is the only tech team in the world that manages to sandbag itself by reporting adjusted EBITDA. $YELP began reducing RSUs as a portion of total employee comp. Then they made acquisition(s) creating gw"
X Link 2025-11-15T21:32Z 10.7K followers, [----] engagements

"$CARG They've been buying back shares (3%+ per year) They make internet money with 88% gross margins They're expected to keep growing top line Trading at a 5.5% earnings yield Is this stock lowkey goated Or just no-moated"
X Link 2025-11-15T21:56Z 10.8K followers, [----] engagements

"3) $NRDS Weird accounting stuff going on here with lots of software-related amortization. Not sure what if anything is reasonable to add-back as non-recurring. But company printing money and reducing share count recently. Terminal [--] With 92% gross margins"
X Link 2025-11-15T22:47Z 10.8K followers, [----] engagements

"Holy shit. I'm looking into $CARG and I feel like I'm on the verge of actual alpha here and not just shitposting. Basically they have been committing the mortal sin (in this market) of weak top line but they have been winding down their shitty wholesale business"
X Link 2025-11-16T14:06Z 10.8K followers, 19.2K engagements

"$ww reorged but is still forecasted to have 10% revenue decline with over 150% of its current market cap in debt and negative working capital. why own this instead of $med which has a strong balance sheet and $lfmd stake $ww reorged but is still forecasted to have 6% revenue decline with over 100% of its current market cap in debt and negative working capital. why own this instead of $med which has a strong balance sheet and $lfmd stake $ww reorged but is still forecasted to have 6% revenue decline with over 100% of its current market cap in debt and negative working capital. why own this"
X Link 2025-11-18T22:20Z 10.8K followers, [----] engagements

"@toiletkingcap buy $adus and $che never sell them this is financial advice"
X Link 2025-11-19T02:10Z 10.8K followers, [---] engagements

"Believing that these world-class assets will not recover long-term Is one of the most retarded beliefs someone could have $MTN I would look into buying Ski resorts are a consolidating industry with a limited number of mountains available And theyre all increasingly owned and operated by private equity Skiing and snow sports arent going away $MTN I would look into buying Ski resorts are a consolidating industry with a limited number of mountains available And theyre all increasingly owned and operated by private equity Skiing and snow sports arent going away $MTN"
X Link 2025-11-22T15:22Z 10.6K followers, [----] engagements

"Does optics mean lasers If so does that mean we should buy $IPGP Many are saying this https://t.co/pYURGrrmX9 Many are saying this https://t.co/pYURGrrmX9"
X Link 2025-11-23T15:06Z 10.6K followers, [----] engagements

"I enjoyed reading this $fila.mi writeup would like to see someone directly compare it to $bb.pa $FILA.MI 9M [----] results presentation directly highlights the value of the companys $DOMS stake in comparison to their own market cap. This seems to be the first time the company has done this. https://t.co/1AglCsaxKQ $FILA.MI 9M [----] results presentation directly highlights the value of the companys $DOMS stake in comparison to their own market cap. This seems to be the first time the company has done this. https://t.co/1AglCsaxKQ"
X Link 2025-11-24T02:28Z 10.6K followers, [----] engagements

"feels like we lowkey gotta buy this pullback in $smmyy"
X Link 2025-11-25T08:20Z 10.8K followers, [---] engagements

"money-incinerating nepo-retard management at $RDI has decided to prioritize installing heated seats as the company spirals toward bankruptcy"
X Link 2025-11-26T23:19Z 10.7K followers, [----] engagements

"- It's actually kind of optimal for compression providers that oil stays at a breakeven or slightly profitable price point because this relieves the risk of the industry overbuilding and subsequently busting $NGS $AROC $USAC $KGS"
X Link 2025-11-28T00:37Z 10.6K followers, [---] engagements

"few understand this this is one of the most bizarre accounting situations in the entire market $YELP VOLUNTARILY REPORTS ADJUSTED EBITDA WHILE INTENTIONALLY REDUCING SBC LOL THEY LITERALLY SET THEMSELVES UP TO DISAPPOINT THEIR OWN JUICED METRIC MEANWHILE ACTUAL BIZ CRUSHING I think this may be the real reason for $YELP selloff: $YELP management is the only tech team in the world that manages to sandbag itself by reporting adjusted EBITDA. $YELP began reducing RSUs as a portion of total employee comp. Then they made acquisition(s) creating gw https://t.co/kpy3C6BfAv I think this may be the"
X Link 2025-11-29T01:03Z 10.7K followers, [----] engagements

"@kanye8210 @jnconkle I bought $WIIM but could only get a partial fill and was too lazy to ever top it off . i will probably sell in january for the long term gain $hmsp looks buyable and so does $mlbi"
X Link 2025-12-01T02:36Z 10.8K followers, [---] engagements

"wow didn't even notice the $rco.pa collapse.market cap now inventory"
X Link 2025-12-01T17:45Z 10.7K followers, [---] engagements

"PERMANENT INCOME PORTFOLIO: - Strong balance sheets - Lindy - International exposure $CET $NRP $HMSP.JK $MLBI.JK $MTN $BB.PA $ABF.L $TWE.AX $YAMCY $GRUMAB.MX $TAP $LMT"
X Link 2025-12-01T23:19Z 10.8K followers, [----] engagements

"CNBC front page = time to buy $MAA $NEN"
X Link 2025-12-02T14:27Z 10.7K followers, [----] engagements

"what is a good price to buy $hypd"
X Link 2025-12-03T15:56Z 10.7K followers, [----] engagements

"@CapitalFang seems like $mcs could be a good opportunity with a light capex cycle ahead and last quarter showing progress"
X Link 2025-12-03T20:27Z 10.7K followers, [---] engagements

"two metals at the same time $smmyy it is annoying the pms are continuing to go up when shipping and copper are starting to run. i cant participate the way i would like to it is annoying the pms are continuing to go up when shipping and copper are starting to run. i cant participate the way i would like to"
X Link 2025-12-03T22:57Z 10.8K followers, [----] engagements

"25x lowest earnings estimate for $RCO.PA $REMYY If you believe that earnings estimates have bottomed that is probably a good buying opportunity"
X Link 2025-12-08T22:53Z 10.8K followers, [---] engagements

"@AmbushC15225 I think $RCO.PA is better"
X Link 2025-12-08T23:28Z 10.7K followers, [---] engagements

"HUGE Y/Y STREET PT DOWNGRADES $NVO -58% $FRPT -57% $BME.L -57% $CAVA - 57% $KMX -52% $LINE -49% $COLD -49% $ARE -48% $PTLO -48% $LULU -48% $CRI -48% IT'S ALL A BIG GAME OF GRAB ASS BETWEEN PODS AND STREET.GET IN WHERE YOU FIT IN AND SQUEEZE FIRM WHEN YOU FEEL TUSHY"
X Link 2025-12-09T01:35Z 10.8K followers, [----] engagements

"how do we feel about $cmp as a polar vortex play anyone read this quarter"
X Link 2025-12-09T17:28Z 10.6K followers, [----] engagements

"Some ideas I'm interested in at the moment: $ARE it's an asymmetric moment to own this right now because the only thing most real estate investors know is that the fed just cut rates $TOKMAN listen do you want to own finnish discount stores or not cuz you gotta decide atp"
X Link 2025-12-10T22:48Z 10.7K followers, [----] engagements

"$MTN simply got too cheap for top tier long duration assets. It's that simple"
X Link 2025-12-12T22:10Z 10.8K followers, [----] engagements

"I'm thinking $NOBL is my top wealth preservation ETF idea at this time. A simple old-timey strategy that's out of favor and flying under the radar: dividend aristocrats. Should get the job done better than bonds at least"
X Link 2025-12-12T23:52Z 10.7K followers, [---] engagements

"$EPSN $MOS natty fertz long pair"
X Link 2025-12-15T16:51Z 10.7K followers, [----] engagements

"i just took a quick loss on $axr it's too hard to tell what's really going on at this point i might buyback in the new year tho"
X Link 2025-12-15T16:58Z 10.8K followers, [---] engagements

"I need some answers at this point. Do we know why $arlp is trading so cheap or what"
X Link 2025-12-17T22:15Z 10.8K followers, [----] engagements

"WOW. $TWE.AX in absolute freefall. I will probably be buying"
X Link 2025-12-18T02:04Z 10.6K followers, [----] engagements

"I'm gonna be so mad when $VIRT doubles in [----] and i don't own any"
X Link 2025-12-18T21:26Z 10.7K followers, [----] engagements

"$WHR $LOVE Tax refund season should result in the biggest consumer stimulus since the COVID checks. If employment holds up have to think it's a massive tailwind (finally) for large ticket household items and possibly autos. Could be quite a [----] for some beaten down names. Tax refund season should result in the biggest consumer stimulus since the COVID checks. If employment holds up have to think it's a massive tailwind (finally) for large ticket household items and possibly autos. Could be quite a [----] for some beaten down names"
X Link 2025-12-23T13:28Z 10.7K followers, [----] engagements

"I need to know if you're buying $ARLP here"
X Link 2025-12-23T18:11Z 10.8K followers, [---] engagements

"@sadvalueinvestr @BuffaloBillCo We're close but I'm leading with $tap. Think I will buy $deo because they really do have excellent brands. $REMYY i would like to know if a buyout is a potential if so I think it's a buy too"
X Link 2025-12-23T23:51Z 10.8K followers, [---] engagements

"Is anyone keen on the self storage REITs Historically I've been an $NSA guy but that's based off an old greenstreet governance assessment. They have a lot of debt. What's your top self storage REIT or is the industry cooked Anyone still a $UHAL maxi"
X Link 2025-12-26T16:25Z 10.7K followers, [----] engagements

"$OMSE now trading at TBV $OMSE lockup expired https://t.co/1B8IxdNLKr $OMSE lockup expired https://t.co/1B8IxdNLKr"
X Link 2025-12-27T14:06Z 10.8K followers, [----] engagements

"my prediction for [----] is $yelp receives a takeout offer"
X Link 2025-12-28T13:45Z 10.7K followers, [----] engagements

"$cour Michael Mauboussin on M&A "Cost synergies are more reliable than revenue synergies." https://t.co/GRvu2gXWsf Michael Mauboussin on M&A "Cost synergies are more reliable than revenue synergies." https://t.co/GRvu2gXWsf"
X Link 2025-12-29T12:40Z 10.7K followers, [----] engagements

"getting interested in $nen but once again it's the same thing i've been saying for like [--] years now it still is not clear to me if REITs / this weird MLP are investable versus investing in realcos or $chci"
X Link 2025-12-29T21:44Z 10.7K followers, [---] engagements

"no one is talking about how cheap $arlp and it's weird"
X Link 2025-12-29T21:49Z 10.8K followers, [----] engagements

"in a bull market people will be like "I took my daughter to this fake sushi place and bought shares and that's my investment thesis" $krus"
X Link 2025-12-30T13:43Z 10.6K followers, [----] engagements

"My thoughts on microcap merger arb type situations in the wake of $FONR after I similarly flopped on $GHSI a couple years ago"
X Link 2025-12-30T20:06Z 10.6K followers, [----] engagements

"Biggest short momentum into year-end $UPWK $PRMB $EZPW $BBW $VRA $WW $ELF $MPTI $PSIX $NSA $CBRL $KMB $LINE $BMBL $DIN Personally I'm most interested in $CBRL.that last quarter was so terrible it would be tough for them to miss next quarter imo"
X Link 2025-12-31T00:30Z 10.7K followers, [----] engagements

"I stayed away from $rmv.l because I saw the word COMPETITION "competition is for LOSERS" peter thiel ESPECIALLY when you see investors in denial -- run -- the potential for re-rating is extreme"
X Link 2026-01-01T09:02Z 10.8K followers, [----] engagements

"This isn't normally on my radar but $MORN is looking pretty attractive"
X Link 2026-01-02T22:20Z 10.7K followers, [----] engagements

"My fav stonks from today's softwarepocalypse: $COUR $WDAY $MORN $YELP (picked some up today) $DBX Anyone care to comment"
X Link 2026-01-02T22:36Z 10.8K followers, [----] engagements

"Having one of those generalist moments with $MORN where it's like wait a minute isn't this a quite high quality business trading at an extremely reasonable price"
X Link 2026-01-03T14:33Z 10.7K followers, 12.9K engagements

"@evrgn11112231 @matt_slotnick @atelicinvest did you care to share a view on $morn btw"
X Link 2026-01-04T01:38Z 10.7K followers, [---] engagements

"@evrgn11112231 @matt_slotnick @atelicinvest respectfully how you gonna stan MCO/SPGI etc without having $MORN mapped out as a comp"
X Link 2026-01-04T01:40Z 10.7K followers, [---] engagements

"$LEGH vs $AXR somewhat similar value proposition given the sector and strong balance sheets. My choice here is $LEGH because of more regular earnings a clearer capital allocation policy and "things happening" (management changes). I picked some up today"
X Link 2026-01-05T21:41Z 10.8K followers, [----] engagements

"There's no way that $COUR $UDMY don't have a better chance together than separately right"
X Link 2026-01-05T22:07Z 10.7K followers, [---] engagements

"Lowkey realized I'm sleeping on $JBSS here. If there's one thing I do constantly it's trading into a better portfolio. So for example today I started ramping up consumer staples $cpb and even a little $gis. But when I look at the numbers they don't stack up versus $jbss"
X Link 2026-01-06T01:09Z 10.6K followers, [----] engagements

"Honestly I totally understand how something like $cpb trades down to 12x earnings in the modern market structure (with so many l/s investors). I am long and I would literally consider this as a funding short if I could"
X Link 2026-01-06T13:06Z 10.6K followers, [----] engagements

"$NL $VHI $KRO $CIX I've been buying $NL and started a tracker in $VHI today This is my preferred "chemicals" play I've been buying $NL and started a tracker in $VHI today This is my preferred "chemicals" play"
X Link 2026-01-06T15:08Z 10.8K followers, [----] engagements

"even though it's in my sticky i don't own a $carg position rn. is that a mistake I have it mentally in a similar category as $yelp but with better growth prospects and a higher valuation. I feel like it should be a 1% position"
X Link 2026-01-06T19:43Z 10.8K followers, [---] engagements

"My biggest mlarge cap fuck ups of last year: Barrick gold -- holy fuck this was literally free money sitting there. i paper handed $HII -- I cannot fucking believe I fumbled this all you had to do was listen to trump talk about ships it was literally free money"
X Link 2026-01-07T08:24Z 10.8K followers, [----] engagements

"$SMMYY i'm so mad i can't even talk about this one $UMICY same"
X Link 2026-01-07T08:24Z 10.8K followers, [---] engagements

"Name a business that comps favorably vs $morn"
X Link 2026-01-07T15:28Z 10.7K followers, [---] engagements

"Wow Epic update on $ANGI from @DalFornoCapital . massive layoffs because of AI efficiency. is $ANGI shrinking its way to greatness faster than $YELP This could be huge guys. Was a major theme in Citrini [----]. What if these companies start running my playbook of 80% layoffs"
X Link 2026-01-09T14:23Z 10.7K followers, [----] engagements

"My quant messaged me to invest $he basically the optimal time / first day it started breaking out which seemed like a false rumor or something at first but it didn't matter anyway.whatever my quant saw was valid. most of us are still thinking on ape level"
X Link 2026-01-09T22:03Z 10.8K followers, [----] engagements

"I'm only up like 2% this year and it's highkey fucking pathetic My insistence on not doing the popular thing is costing me too much money I need to dial back in. who's your top guy to follow these days to make money"
X Link 2026-01-10T14:34Z 10.6K followers, 36.7K engagements

"Markets are just people clicking buy and sell buttons. 95% of $PYPL longs will never change their minds it's too late for them. $PYPL is buying back over $2bb per year. The thing to watch here is short interest currently at $2.5bb. Shorts either ramp or get plowed"
X Link 2026-01-11T14:30Z 10.7K followers, [----] engagements

"@FishtownCap tru i mean i'm hearing this $gpn pitch from enough people it seems credible enough but i cant for the life of me muster up the interest to figure out what they do to me payments = blackbox. i at least am familiar with paypal brand and user experience. will prob punt $gpn too"
X Link 2026-01-12T00:06Z 10.7K followers, [---] engagements

"My lowest effort / highest efficiency AI pick is $PSIX. I say this not because I know anything about AI but because I keep hearing it's legit and it has a reasonable valuation / financial profile / story"
X Link 2026-01-12T00:12Z 10.6K followers, 10.4K engagements

"I just bought $pypl $yelp $carg $psix and $gtlb but the only reason why is because I'm a massive chad. Don't try this at home"
X Link 2026-01-12T14:53Z 10.8K followers, [----] engagements

"You guys convinced me $morn isn't that great of a business so Im taking off my tracker position but we're all definitely wrong"
X Link 2026-01-12T15:38Z 10.7K followers, [---] engagements

"I honestly feel like the market is gaslighting me like crazy when it tries to act like $tap doesn't have a bulletproof portfolio of brands like what are you guys talking about all these brands kick ass also i love the fevertree partnership"
X Link 2026-01-12T17:31Z 10.8K followers, [----] engagements

"only other alcohol company with a good portfolio of brands is $deo"
X Link 2026-01-12T17:32Z 10.8K followers, [---] engagements

"$PTLO trading like $7 takeunder offer incoming"
X Link 2026-01-12T18:07Z 10.7K followers, [----] engagements

"I can't believe I listened to the $hcc bears at the bottom tbh. Gotta underwrite through the cycle what can you say"
X Link 2026-01-12T18:11Z 10.8K followers, [----] engagements

"I love it how every time I try to explain this highly-unique situation that is a very plausible explanation of why $yelp stock is so cheap it gets zero engagement or interest The great irony of $yelp: In an effort to appease the street $yelp management has reduced its SBC as a share of employee comp. They mistakenly believe that this will impress the street. What they don't realize is that since they report ADJUSTED EBITDA this nerfs their comps The great irony of $yelp: In an effort to appease the street $yelp management has reduced its SBC as a share of employee comp. They mistakenly"
X Link 2026-01-12T21:06Z 10.7K followers, [----] engagements

"Damn. I'm seriously considering buying $VZ. trading at a 5% discount to the lowest street target. absolute money printer. financials are kinda similar to $tap without buybacks but bigger dividend"
X Link 2026-01-12T22:28Z 10.8K followers, [----] engagements

"lmao i bought $tusk again yesterday now i'm gonna scalp it again nobody even thought it was possible to trade like this"
X Link 2026-01-13T14:50Z 10.8K followers, [----] engagements

"$carg what just happened dawgs"
X Link 2026-01-13T16:03Z 10.8K followers, [---] engagements

"$ALK has a brand new fleet and regional dominance can someone please explain why i shouldn't buy $alk"
X Link 2026-01-13T17:24Z 10.8K followers, [----] engagements

"$gtx lots to be learned studying the sentiment on this stock last few years you know what it reminds me of actually is $nrp. you had a lot of smart money all over it but it didn't go anywhere for a while then it mooned . this is markets"
X Link 2026-01-14T00:13Z 10.8K followers, [----] engagements

"@Mr_Neutral_Man what do you think of the updated management agreement with vornado from a couple years ago"
X Link 2026-01-14T03:14Z 10.6K followers, [---] engagements

"how is it possible i'm already down 2% on $yelp"
X Link 2026-01-14T16:27Z 10.7K followers, [----] engagements

"Holy shit. I just bought [--] share of $AENT in R. Incredible feeling of power"
X Link 2026-01-14T17:57Z 10.7K followers, [---] engagements

"$ARLP was just trading down because of bitcoin I find it hard to imagine that $ARLP closes the year down from here"
X Link 2026-01-14T22:20Z 10.8K followers, [---] engagements

"is $carg goated or no-moated $CARG They've been buying back shares (3%+ per year) They make internet money with 88% gross margins They're expected to keep growing top line Trading at a 5.5% earnings yield Is this stock lowkey goated Or just no-moated $CARG They've been buying back shares (3%+ per year) They make internet money with 88% gross margins They're expected to keep growing top line Trading at a 5.5% earnings yield Is this stock lowkey goated Or just no-moated"
X Link 2026-01-14T22:36Z 10.8K followers, [----] engagements

"Look how bombed out $cour is no one is talking about this"
X Link 2026-01-15T17:10Z 10.8K followers, [----] engagements

"Wow. My quant ran over a thousand simulations and in every single situation the optimal portfolio was 100% long Taiheiyo Cement"
X Link 2026-01-15T17:50Z 10.6K followers, [----] engagements

"Computer find the cheapest IV in the $TAP options chain"
X Link 2026-01-15T18:49Z 10.6K followers, 14.5K engagements

"$WDAY large cap anomaly trading at 16% discount to lowest of [--] street price targets trading at a 2.4% to 3.7% forward gaap earnings yield small but significant net cash position this is a rare setup and probably good for a short term boink"
X Link 2026-01-15T22:23Z 10.6K followers, [----] engagements

"what's going on here $mntn $MNTN is a recent IPO thats seeing over 30% growth as a pure play in the hottest part of ad tech- CTV. You can buy it now for a 65% discount to what BlackRock (its major investor) paid in the [----] Series D. Its unfairly being sold off because ad tech is the most hated sector. https://t.co/0JT0BdElCo $MNTN is a recent IPO thats seeing over 30% growth as a pure play in the hottest part of ad tech- CTV. You can buy it now for a 65% discount to what BlackRock (its major investor) paid in the [----] Series D. Its unfairly being sold off because ad tech is the most hated"
X Link 2026-01-16T04:58Z 10.6K followers, [----] engagements

"don't make me write a letter to $mtn board . if i were CEO visits wouldn't be down 20% they would be down 50%. prices would be up 200%.I would make it clear that anyone who can't afford to ski in america is poor. stock would 3x in [--] years. honestly pretty incredible visitors are down 20% and lift revenue only down 2% $MTN honestly pretty incredible visitors are down 20% and lift revenue only down 2% $MTN"
X Link 2026-01-16T05:09Z 10.8K followers, [----] engagements

"$czmwy $afx.de total annihilation"
X Link 2026-01-16T06:02Z 10.6K followers, [---] engagements

"the craziest thing is they think i won't buy more $yelp"
X Link 2026-01-16T19:04Z 10.7K followers, [---] engagements

"I want to hear from people who are long or short $TMUS $MORN $ADBE $PYPL"
X Link 2026-01-16T19:19Z 10.7K followers, [----] engagements

"call me stubborn but i'm going with $yelp and $carg for internet stonks or whatever they're called these days"
X Link 2026-01-16T20:50Z 10.8K followers, [---] engagements

"the grocery store goes crazy fr because they even have frozen food there that you can just heat up at your own convenience . i'm extremely bullish on frozen food. restaurants are scams offering lower quality for higher price. how can i get long frozen"
X Link 2026-01-17T02:14Z 10.8K followers, [----] engagements

"is this the smart time to buy $brkr"
X Link 2026-01-17T02:38Z 10.8K followers, [----] engagements

"frozen food basket: $TSN $LW $NOMD what do you think"
X Link 2026-01-17T14:33Z 10.8K followers, [----] engagements

"@Sockfacesays it's a way better experience controlling the timing portions and being able to see the ingredients and calories and it's all generally higher quality than the absolute slop restaurants serve now. sounds like the play is $tsn $lw consumer moving down market to frozen tendies"
X Link 2026-01-17T15:06Z 10.8K followers, [---] engagements

"@Mr_Neutral_Man I think it's interesting because there's been a breakout in $cold on recent activist involvement so now this is a kind of unusual situation where the higher quality more liquid name is lagging a recovery.technically my quant should be able to stat arb this"
X Link 2026-01-17T15:46Z 10.8K followers, [---] engagements

"@Mr_Neutral_Man @NuggetCapital interesting price action here between $cold and $line suggests some sort of pair trade opportunity at least"
X Link 2026-01-17T15:46Z 10.8K followers, [---] engagements

"nano scanner best ideas $GTIM it's trading left for dead but the financials suggest it's nowhere near dead this is crazy puntable $GENK wtf is going on here suffering from beef inflation. expanding into grocery. huge upside potential. @irbezek upgraded to buy on jan 1"
X Link 2026-01-17T21:31Z 10.7K followers, [----] engagements

"for some reason my screener has the wrong market cap for $genk my bad"
X Link 2026-01-17T21:33Z 10.7K followers, [---] engagements

"u wanna talk about a stock that's beat to fucking shit how about $iep or let me guess you're too scared"
X Link 2026-01-18T16:12Z 10.7K followers, [----] engagements

"@The_Pro_Invest Some research indicated a lot of their brands are 60% to 100% more expensive than generics how do you feel about that in the context of european people being so frugal"
X Link 2026-01-18T21:11Z 10.8K followers, [---] engagements

"$afx.de $czmwy how many times did i say this (many) as soon as i hear the word competition I run away competition is for losers"
X Link 2026-01-20T12:42Z 10.6K followers, [----] engagements

"Man software investors will literally do anything except look at GAAP earnings SBC Efficiency in SaaS Stock-Based Compensation (SBC) relative to estimated revenue growth is an important metric for evaluating SaaS companies. SBC is a critical tool for attracting and retaining top talent while aligning employee incentives with long-term business https://t.co/4VPHrBhoD5 SBC Efficiency in SaaS Stock-Based Compensation (SBC) relative to estimated revenue growth is an important metric for evaluating SaaS companies. SBC is a critical tool for attracting and retaining top talent while aligning"
X Link 2026-01-20T13:22Z 10.7K followers, 19.8K engagements

"$AENT claude literally commenting on the live quote"
X Link 2026-01-20T17:03Z 10.7K followers, [---] engagements

"big divergence between $whr continuing to go up and apparel stocks selling off on tariff supreme court delays"
X Link 2026-01-21T02:25Z 10.8K followers, [---] engagements

"hey so no one wants to buy $morn at 11x fwd ebitda right just making sure"
X Link 2026-01-21T03:03Z 10.7K followers, [----] engagements

"I love ordering $cava on doordash because it's like an exciting little $30 lottery. Could have primo quality ingredients or could literally be inedible. Especially the braised lamb"
X Link 2026-01-21T08:54Z 10.7K followers, [---] engagements

"$CAVA management doesn't get enough credit for gamifying food. It's a complete gamble every time I order. Brilliant"
X Link 2026-01-21T23:35Z 10.7K followers, [---] engagements

"Has anyone ever explained why I shouldn't buy $MORN"
X Link 2026-01-22T01:09Z 10.7K followers, [----] engagements

"Internet money companies that I currently own $ADBE $CARG $YELP $MORN"
X Link 2026-01-22T14:57Z 10.8K followers, [----] engagements

"Imagine the market not even realizing that $YELP is literally a brilliant M&A platform"
X Link 2026-01-22T15:48Z 10.7K followers, [---] engagements

"$YELP blowing most of their cash on new acquisition with $25mm ARR. Exciting"
X Link 2026-01-22T15:59Z 10.7K followers, [----] engagements

"any generalists buying $csu here please refrain from commenting if you regularly suck off management"
X Link 2026-01-22T17:50Z 10.7K followers, [----] engagements

"buying $bmrry $bme.l i'm ready to be hurt again"
X Link 2026-01-23T14:35Z 10.6K followers, [----] engagements

"how the fuck am i already down half a percent on $bme.l"
X Link 2026-01-23T15:18Z 10.6K followers, [---] engagements

"what would happen if i bought $che"
X Link 2026-01-23T15:31Z 10.8K followers, [---] engagements

"@KeremODB what have you noticed so far does it seem like there's signal in illiquid / small cap options chains"
X Link 2026-01-25T01:45Z 10.6K followers, [--] engagements

"study women if you want to make money in the market Pregame from hell https://t.co/Zlq9RJf0ao Pregame from hell https://t.co/Zlq9RJf0ao"
X Link 2026-01-25T16:20Z 10.8K followers, 1.1M engagements

"sigh. I should have bought $moh $cnc when they were trading like 20% net cash . sometimes the numbers are staring you right in the face and you gotta log off this website lmao. nice call @siyul"
X Link 2026-01-25T21:14Z 10.8K followers, [----] engagements

"Hey listen everyone who's watching the situation already understands this but if $KRO makes a full recovery imagine what's gonna happen to $NL and $VHI (I'm long)"
X Link 2026-01-27T15:44Z 10.8K followers, [----] engagements

"$QCOM selling pressure = $MNTN buying opportunity $QCOM disposes [------] $MNTN shares for $6.6M implying up to 10% reduction to its 10% stake; this marks second Qualcomm sale after MNTN's May IPO which led to MNTN's 9% intra-week selloff (-33%+ from May-June '25) at the time https://t.co/qp0H2inw62 $QCOM disposes [------] $MNTN shares for $6.6M implying up to 10% reduction to its 10% stake; this marks second Qualcomm sale after MNTN's May IPO which led to MNTN's 9% intra-week selloff (-33%+ from May-June '25) at the time https://t.co/qp0H2inw62"
X Link 2026-01-27T23:00Z 10.6K followers, [----] engagements

"the price of $mntn seems wrong"
X Link 2026-01-27T23:03Z 10.7K followers, [----] engagements

"holy fuck there are some really awesome deals in the market i didn't really notice while i was vibe coding ideas: $DUOL $PINS $ADBE $MNTN $PYPL $CSU $MORN $COUR $INMD $NLOP $VVX"
X Link 2026-01-27T23:04Z 10.6K followers, [----] engagements

"why did $ryan seppuku today"
X Link 2026-01-28T00:16Z 10.6K followers, [----] engagements

"I'm feeling like $adus might be a legit retirement opportunity this is a well managed company trading for like 15x earnings"
X Link 2026-01-28T18:07Z 10.8K followers, [----] engagements

"I've been buying $genk. this company has been reinvesting a lot. if their frozen food takes off or the operating business turns around there's huge upside here. i'm curious to hear more about bear case tho"
X Link 2026-01-28T18:15Z 10.8K followers, [----] engagements

"just realized there's some yummy titanium dioxide in these yogrut pretzels $kro $vhi $nl"
X Link 2026-01-28T19:57Z 10.8K followers, [----] engagements

"another one of these small restaurant / franchise stocks i'm buying is $gtim i literally just started buying this and not sure how much i'll buy but i feel it's definitely puntable here"
X Link 2026-01-28T20:03Z 10.7K followers, [----] engagements

"@CapitalFang would be curious for you to take a look at $gtim and $mhgu also would love to know what you're thinking about $genk here"
X Link 2026-01-28T20:03Z 10.7K followers, [---] engagements

"@CapitalFang am i trippin or is $genk undervalued just on the frozen / grocery opportunity at this point"
X Link 2026-01-28T20:22Z 10.7K followers, [---] engagements

"I sold $YELP $CARG to consolidate into $PYPL for now"
X Link 2026-01-29T15:29Z 10.8K followers, [----] engagements

"$WEN ENTERING DEATH SPIRAL ZONE IF IT DOESN'T BOUNCE SOON FROM HERE NOT LOOKING GOOD"
X Link 2026-01-29T17:54Z 10.7K followers, [---] engagements

"mark my words the market never gave any add back credit for $tap intangible amortization now that they wrote it off they will get credit for better gaap earnings you're reading this here for the first time"
X Link 2026-01-29T19:00Z 10.8K followers, [----] engagements

"that $lulu price action is absolutely brutal"
X Link 2026-01-29T21:55Z 10.7K followers, [---] engagements

"should we be buying $mntn $MNTN is a recent IPO thats seeing over 30% growth as a pure play in the hottest part of ad tech- CTV. You can buy it now for a 65% discount to what BlackRock (its major investor) paid in the [----] Series D. Its unfairly being sold off because ad tech is the most hated sector. https://t.co/0JT0BdElCo $MNTN is a recent IPO thats seeing over 30% growth as a pure play in the hottest part of ad tech- CTV. You can buy it now for a 65% discount to what BlackRock (its major investor) paid in the [----] Series D. Its unfairly being sold off because ad tech is the most hated"
X Link 2026-01-29T22:53Z 10.6K followers, [----] engagements

"$PAX @IlyaKan2004 @SnowCapResearch I've also skimmed through the Patria Investments $PAX short report and Snowcap did put work in it but it's pretty nitpicking from the start: [--]. On PE valuation marks of on avg. 15x EV/EBITDA: high but not uncommon. These companies do seem to be performing badly but BR @IlyaKan2004 @SnowCapResearch I've also skimmed through the Patria Investments $PAX short report and Snowcap did put work in it but it's pretty nitpicking from the start: [--]. On PE valuation marks of on avg. 15x EV/EBITDA: high but not uncommon. These companies do seem to be performing badly but"
X Link 2026-01-29T23:57Z 10.7K followers, [---] engagements

"$wen has entered the death zone after failing to successfully launch tendies. advertising like crazy on x. franchisees might talk sense into new management hopefully"
X Link 2026-01-30T00:14Z 10.7K followers, [---] engagements

"Legit almost everything I own is red today except $tap"
X Link 2026-01-30T16:48Z 10.8K followers, [---] engagements

"i took some losses cleaned up some smaller positions bought a lot of $btg and some $nexa"
X Link 2026-01-30T18:32Z 10.7K followers, [---] engagements

"okay i'm looking at the financials on $mntn and it's like okay is this a scam or are we gonna make a lot of money"
X Link 2026-01-31T01:03Z 10.7K followers, [----] engagements

"Please explain how any of the random shitcos you own is a better idea than owning $nflx at 27x forward earnings I'll wait"
X Link 2026-01-31T01:09Z 10.6K followers, 17.7K engagements

"$cour $udmy spend [--] minutes thinking about this this was a mini bubble back in late twenty teens. now they've actually grown to scale + merging into duopoly. can become profitable with synergies. colleges being disrupted. huge long term upside potential here"
X Link 2026-01-31T01:44Z 10.8K followers, [----] engagements

"is there any chance that agents / clawdbots increase demand for $dbx"
X Link 2026-01-31T01:53Z 10.6K followers, [---] engagements

"As a reminder shareholders can't eat "4 wall adjusted EBITDA pre SG&A" $SG It's easy. $SG bulls simply ignore all SG&A trust management's store level economics then assume some activist will save them. It's easy. $SG bulls simply ignore all SG&A trust management's store level economics then assume some activist will save them"
X Link 2026-01-31T13:34Z 10.6K followers, [----] engagements

""Earnings ex SBC are common metrics in SAAS shitcos nothing made up about it" I'm noticing a pattern here $SG @taobanker [--] wall margins and ebitda are common metrics in restaurants nothing made up about it They have a G&A/corp expense problem if you benchmark vs peers @taobanker [--] wall margins and ebitda are common metrics in restaurants nothing made up about it They have a G&A/corp expense problem if you benchmark vs peers"
X Link 2026-01-31T13:35Z 10.6K followers, [----] engagements

"Lmao this post reeks of professional arrogance at the expense of common sense $SG @taobanker You dont ignore SG&A you benchmark it to other concepts and see they wildly overspend. You dont trust store level economics you can derive them yourself based on easily quantifiable gp on salads people per store rent/occupancy costs. Its a simple business @taobanker You dont ignore SG&A you benchmark it to other concepts and see they wildly overspend. You dont trust store level economics you can derive them yourself based on easily quantifiable gp on salads people per store rent/occupancy costs. Its a"
X Link 2026-01-31T13:37Z 10.6K followers, [----] engagements

"TTM EBITDA: -$23MM $SG"
X Link 2026-01-31T13:41Z 10.6K followers, [----] engagements

"@busgus @ContrarianKiwi that's $mtn"
X Link 2026-01-31T14:31Z 10.7K followers, [---] engagements

"I still think it's hilarious how many people are constantly making their hydration problems worse by drinking too much water instead of balancing electrolytes"
X Link 2026-02-01T00:47Z 10.6K followers, [----] engagements

"about a month ago i told you guys i suddenly noticed one day in my personal life inflation was suddenly gone one day now look at the truflation data one month later.trending negative. there is no more inflation. most people still in disbelief chasing ghost of debasement"
X Link 2026-02-02T01:08Z 10.7K followers, 21K engagements

"buying $skm sold most of my $nexa"
X Link 2026-02-02T14:59Z 10.8K followers, [----] engagements

"@JohnDoeKnowsGuy i just bought some after reading this this is retarded"
X Link 2026-02-02T15:45Z 10.8K followers, [---] engagements

"bought some $morn again"
X Link 2026-02-02T16:46Z 10.7K followers, [---] engagements

"$MORN IS TRADING FOR 18.6X FWD EARNINGS LOL"
X Link 2026-02-02T16:46Z 10.7K followers, [---] engagements

"bought a little $moh"
X Link 2026-02-02T17:07Z 10.8K followers, [---] engagements

"it's legit crazy how i'm the only person talking about $morn like what's going on"
X Link 2026-02-02T17:44Z 10.7K followers, [----] engagements

"@irbezek It's so cheap"
X Link 2026-02-02T17:53Z 10.7K followers, [---] engagements

"The failure of historical data analysis techniques to extract market signals sheds light on what sorts of signals could actually work in the market. You need to be on the cutting edge -- thinking about what's happening right "now" where now is still on a day/week timeframe"
X Link 2026-02-02T18:15Z 10.8K followers, [---] engagements

"wow i sold some $TAP feb 22nd [--] C for over a dollar lol god bless america"
X Link 2026-02-02T18:53Z 10.8K followers, [---] engagements

"@AcaciaCap damn i might need to buy $fds too"
X Link 2026-02-02T22:46Z 10.7K followers, [---] engagements

"@AcaciaCap yeah plus $morn does ratings"
X Link 2026-02-02T22:48Z 10.7K followers, [---] engagements

"I'm a huge balance sheet guy and i think people are freaking out about $orcl debt for all the wrong reasons this is just a turbo version of freaking out about google capex bc there is debt involved the top line numbers will smoke bears 90% of fintwit will claim they own calls"
X Link 2026-02-02T22:50Z 10.6K followers, [----] engagements

"jesus this $pypl reaction is rough i'm about to get murked"
X Link 2026-02-03T12:45Z 10.8K followers, [----] engagements

"People are blowing up in software right now.it's obvious.figure out what you need to do"
X Link 2026-02-03T14:55Z 10.7K followers, [----] engagements

"i've been buying heavily $morn $duol alaso some $orcl $msft $opra i'm getting smoked it's ok"
X Link 2026-02-03T15:30Z 10.7K followers, [----] engagements

"$WMT now has a $1 trillion market cap because it almost had a $1 trillion market cap ladies and gentlemen: markets"
X Link 2026-02-03T15:32Z 10.7K followers, [----] engagements

"THE MARKET JUST WANTS TO BRO OUT AND SIP SOME MILLER LITE $TAP"
X Link 2026-02-03T15:35Z 10.8K followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing