@valuedrift Avatar @valuedrift Value Drift

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

Engagements: [------] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 33.82% finance 18.38% technology brands 18.38% countries 14.34% cryptocurrencies 11.76% travel destinations 2.94% celebrities 2.21% social networks 1.84% musicians 0.74% gaming 0.74%

Social topic influence ai 12.13%, china 8.09%, $acmr #14, stocks #3521, $amzn #458, in the 5.15%, anthropic #960, $sats 4.78%, $zm #20, sats 4.41%

Top accounts mentioned or mentioned by @grok @sippingitreal @orrdavid @rajasark @irbezek @mikefritzell @invertedfragil1 @frandell8 @1aminvesting @taobanker @altaycapital @trackdalf @anidesh7 @0yqxing @b2balzer @nietschecapital @acapitallp @investornick @lostnomad @capitanojacko

Top assets mentioned ACM Research, Inc. Class A Common Stock (ACMR) Amazon.com, Inc. (AMZN) SATS (Ordinals) (SATS) Zoom Video Communications Inc (ZM) Skrumble (SKM) Veno Finance (VNO) AMN Healthcare Services (AMN) Corporacion America Airports S.A. (CAAP) Sandisk Corporation (SNDK) The GEO Group, Inc. (GEO) Axon Enterprise, Inc. (AXON) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Palantir Technologies Inc. (PLTR) Micron Technology, Inc. (MU) AS Roma Fan Token (ASR) Alexander's Inc. (ALX) Costco Hot Dog (COST) Reddit, Inc. (RDDT) Invitation Homes, Inc. (INVH) Asana, Inc. (ASAN) Kaspi.kz Joint Stock Company (KSPI) Adobe, Inc. (ADBE)

Top Social Posts

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

"@riskoff Why do end users need $AMN then though"
X Link 2026-02-09T21:14Z [----] followers, [---] engagements

"@anniierau Landscape and building focused.sounds like someone else another person who could have been an artist in another life"
X Link 2025-07-17T23:38Z [----] followers, 26.7K engagements

"@kyledcheney [--] [--] [--] until the MAGA horde talks about how cool this makes him"
X Link 2025-07-17T23:40Z [----] followers, [----] engagements

"So basically to benefit from Japanese net nets but to not have to trouble yourself with doing securities analysis options are: $JOF Hikari Tsushin $9435.T"
X Link 2025-07-27T04:13Z [----] followers, [---] engagements

"@justquantcat @ALEXEIMARTOV @orrdavid Imagine Hikari Tsushin buying $ORR"
X Link 2025-08-25T19:27Z [----] followers, [---] engagements

"Why is $VNO late in announcing their [----] dividend"
X Link 2025-12-08T18:00Z [----] followers, [---] engagements

"Don't dilute me bro $MIAX"
X Link 2025-12-10T16:17Z [----] followers, [---] engagements

"Buying the airport dip has never not worked Just look at $OMAB then $AOT:BK and $CAAP A bit more on airports today. There are two main companies operating Haneda Airport one of the best airports worldwide: [--]. Japan Airport Terminal. [--]. Airport Facilities Co. Interesting as they operate what you could call the Front office and Back office independently. mini 🧵 https://t.co/gt6SaFKFuz A bit more on airports today. There are two main companies operating Haneda Airport one of the best airports worldwide: [--]. Japan Airport Terminal. [--]. Airport Facilities Co. Interesting as they operate what you"
X Link 2025-12-11T08:07Z [----] followers, [---] engagements

"Privatize. US. airports. now. $CAAP $OMAB The principal reason that American airports are somewhat middling despite the USs enormous wealth is that Congress caps the per-ticket fees airports can charge to fund their capital projects. Its a consumer protection effort to limit status seeking excess by cities and airport The principal reason that American airports are somewhat middling despite the USs enormous wealth is that Congress caps the per-ticket fees airports can charge to fund their capital projects. Its a consumer protection effort to limit status seeking excess by cities and airport"
X Link 2025-12-16T05:55Z [----] followers, [---] engagements

"This made long $VNO such a no brainer. Sadly it did not work for $HPP. https://t.co/oF69oSIcbC https://t.co/oF69oSIcbC"
X Link 2025-12-17T22:43Z [----] followers, [---] engagements

"I just found the weirdest $VNO bull case ever. it's true that cold climates select for intelligence but almost nobody knows that cold climates are also responsible for more connected brains during development. the selection argument is obvious if you live at the equator with year-round food availability shortsighted it's true that cold climates select for intelligence but almost nobody knows that cold climates are also responsible for more connected brains during development. the selection argument is obvious if you live at the equator with year-round food availability shortsighted"
X Link 2025-12-31T17:50Z [----] followers, [---] engagements

"Had a different conveyor belt sushi restaurant. $KURA is operationally much more excellent in so many little ways"
X Link 2026-01-03T05:50Z [----] followers, [---] engagements

"@irbezek If anything seems like an underreaction. The correct move to me seems to buy more even with the price up"
X Link 2026-01-05T18:11Z [----] followers, [---] engagements

"Weird lack of reaction on $KOF. I just bought a lot. I also did buy $ASR and $CAAP even though they are up as I think they are underreacting to the news. Conservative governments in LatAm is bullish and more oil means more flying"
X Link 2026-01-05T20:16Z [----] followers, [---] engagements

"Ugh. $VNO ''South Africa is the model for New York'' literal nightmare headline https://t.co/vAHEgaqbwd ''South Africa is the model for New York'' literal nightmare headline https://t.co/vAHEgaqbwd"
X Link 2026-01-06T19:00Z [----] followers, [---] engagements

"Could Claude Code disrupt Bloomberg $ALX"
X Link 2026-01-13T20:32Z [----] followers, [---] engagements

"$ASAN does seem like an exceptional short even down here. Zero business value. @MRatable $ASAN will probably go to $0 even without AI. @MRatable $ASAN will probably go to $0 even without AI"
X Link 2026-01-16T08:30Z [----] followers, [---] engagements

"If Europe retaliates (we'll see if the slaves have it in them) I think long $LYV short other US monopolies should work well. Ticketmaster has sort of a retaliation proof geographical footprint"
X Link 2026-01-18T07:44Z [----] followers, [---] engagements

"Bullish $KSPI What a pathetic failure https://t.co/Xb55YFjGpU What a pathetic failure https://t.co/Xb55YFjGpU"
X Link 2026-01-21T21:09Z [----] followers, [---] engagements

"Ride a $PONY instead and send the money to Guangzhou Interesting Hacker News comment that Waymo fares basically pull the money out of the local city And send it to the San Francisco bay area https://t.co/Xq7EipijPF Interesting Hacker News comment that Waymo fares basically pull the money out of the local city And send it to the San Francisco bay area https://t.co/Xq7EipijPF"
X Link 2026-01-23T17:38Z [----] followers, [---] engagements

"Have you heard the tragedy of $TCOM longs. China Domestic Travel Hits [----] Billion Trips in [----] Spending Rises 9.5% In [----] domestic travel reached [-----] billion trips up [---] million or 16.2% year-on-year with [-----] billion trips by urban residents (+14.3%) and [-----] billion by rural residents (+22.6%) according https://t.co/l3CAuskAet China Domestic Travel Hits [----] Billion Trips in [----] Spending Rises 9.5% In [----] domestic travel reached [-----] billion trips up [---] million or 16.2% year-on-year with [-----] billion trips by urban residents (+14.3%) and [-----] billion by rural residents"
X Link 2026-01-26T08:43Z [----] followers, [---] engagements

"$CAAP [--]. Thank you @irbezek. You predicted exactly this"
X Link 2026-01-29T21:00Z [----] followers, [---] engagements

"It has been pleasant being long $16:HK. Why didn't I sell all my $HPP and $VNO earlier and put it all there instead as I contemplated. Hong Kongs Housing Market Rebounds With Renewed City Buzz Hong Kongs housing market is showing signs of recovery with home prices rising 3.25% in 2025the first annual increase in four years government data showed. Mainland Chinese buyers set record spending clearing https://t.co/KvPjNc6zXT Hong Kongs Housing Market Rebounds With Renewed City Buzz Hong Kongs housing market is showing signs of recovery with home prices rising 3.25% in 2025the first annual"
X Link 2026-01-30T03:26Z [----] followers, [---] engagements

"Annoying little ACM Shanghai microdip May get yet another chance to add $ACMR common on Monday"
X Link 2026-02-02T04:35Z [----] followers, [---] engagements

"It's hilarious how bad $AGIX is. You have a decent Anthropic slug great Why do you then have to own $ADBE ()"
X Link 2026-02-02T19:05Z [----] followers, [---] engagements

"Stock marker traders: Maybe I'll buy $SKM or $ZM to benefit from Anthropic. Polymarket: https://polymarket.com/event/anthropic-ipo-closing-market-cap https://polymarket.com/event/anthropic-ipo-closing-market-cap"
X Link 2026-02-02T20:36Z [----] followers, [---] engagements

"@mathlonning Counterpoint is I need to move more money from Fidelity to Interactive Brokers including all IRAs. It's been very profitable to have the ability to buy the Sunday night dip including in individual stocks traded overnight"
X Link 2026-02-03T00:03Z [----] followers, [---] engagements

"Interesting Schwab also has [--] hour trading. Of course Interactive Brokers is great at this. But Fidelity is very good for use as a main bank account with direct deposit ATM withdrawal with no fees and such. Annoying to have to use three platforms"
X Link 2026-02-03T05:44Z [----] followers, [---] engagements

"And $AXON was.down Body cameras was a major demand by House and Senate Democrats for them to vote in favor of further funding for the Department of Homeland Security in addition to a prohibition on federal officers wearing masks and an end to roving patrols along with requiring warrants issued by Body cameras was a major demand by House and Senate Democrats for them to vote in favor of further funding for the Department of Homeland Security in addition to a prohibition on federal officers wearing masks and an end to roving patrols along with requiring warrants issued by"
X Link 2026-02-03T08:54Z [----] followers, [---] engagements

"So $TRI big down because Anthropic is getting into legal services. But also $AMZN and $ZM are down At least $SNDK is up"
X Link 2026-02-03T16:43Z [----] followers, [---] engagements

"@B2Balzer I am certainly glad I didn't hold my $COST short into this year"
X Link 2026-02-03T19:50Z [----] followers, [--] engagements

"I still don't understand why $NVDA is huge down but $AMZN and $GOOG seem to be defended where they need to be"
X Link 2026-02-03T20:17Z [----] followers, [----] engagements

"Methinks $DASH orders are doing to drop with negative wealth effect. The brutal reality of being an investor. [--] week difference https://t.co/GLixDUSxIU The brutal reality of being an investor. [--] week difference https://t.co/GLixDUSxIU"
X Link 2026-02-04T06:20Z [----] followers, [---] engagements

"Tencent longs (not naming names) were very smug and arrogant thinking bears just didn't understand China. But they were the ones who didn't understand political economy. Same ones were those who laughed at Baidu longs as dumb. Now look at relative performance of those. China: "Speculation circulated that the VAT for gaming could jump from 6% to as high as 32%" https://t.co/4qlNM6lwOx China: "Speculation circulated that the VAT for gaming could jump from 6% to as high as 32%" https://t.co/4qlNM6lwOx"
X Link 2026-02-04T06:43Z [----] followers, [---] engagements

"This $ACMR bid/ask spread makes me feel like I'm trading predictions markets"
X Link 2026-02-04T15:24Z [----] followers, [---] engagements

"Added $AMZN and $ACMR this morning"
X Link 2026-02-04T15:41Z [----] followers, [---] engagements

"Buy the $ACMR microdip"
X Link 2026-02-04T17:30Z [----] followers, [---] engagements

"Once again sold some $ACMR puts. Once IV calms down I may switch to buying calls"
X Link 2026-02-04T18:02Z [----] followers, [---] engagements

"They will try and that's what's important. $ACMR both benefits from Hynix and is a Hynix hedge. @jukan05 @grok will the Chinese replace Koreans as memory kings or not based on this post @jukan05 @grok will the Chinese replace Koreans as memory kings or not based on this post"
X Link 2026-02-04T22:27Z [----] followers, [---] engagements

"Set ClaudeBot to trade this pattern and mint money in your sleep Probably the most insane chart out there. $krus https://t.co/3hiM79NQj0 Probably the most insane chart out there. $krus https://t.co/3hiM79NQj0"
X Link 2026-02-04T23:11Z [----] followers, [---] engagements

"TFW when you can't buy SK Square because Interactive Brokers still doesn't have Korean stocks"
X Link 2026-02-05T00:58Z [----] followers, [---] engagements

"@orrdavid @cavdad13 Do you feel like you have some kind of inherent trait that allows you to sleep well even if there is market stress Or are there some practices you put into place to allow this"
X Link 2026-02-05T02:07Z [----] followers, [----] engagements

"Did begging Epstein kill Elon's aura $SATS"
X Link 2026-02-05T17:41Z [----] followers, [---] engagements

"Or just buy $SATS and pay no commission Got an opportunity to invest in SpaceX + xAi 🌹 https://t.co/BGfOqb6FOB Got an opportunity to invest in SpaceX + xAi 🌹 https://t.co/BGfOqb6FOB"
X Link 2026-02-05T20:05Z [----] followers, [---] engagements

"$GEO $PLTR 🚨 WHITE HOUSE OFFICIAL AFTER TRUMP SHARES RACIST VIDEO ON OBAMAS: A WHITE HOUSE STAFFER ERRONEOUSLY MADE THE POST IT HAS BEEN TAKEN DOWN 🚨 WHITE HOUSE OFFICIAL AFTER TRUMP SHARES RACIST VIDEO ON OBAMAS: A WHITE HOUSE STAFFER ERRONEOUSLY MADE THE POST IT HAS BEEN TAKEN DOWN"
X Link 2026-02-06T18:28Z [----] followers, [----] engagements

"Let's buy back the $ACMR puts I sold at the volatile bottom yesterday. Who knows what Friday havoc could come up tomorrow and it was a very nice harvest already"
X Link 2026-02-06T20:27Z [----] followers, [---] engagements

"Oh. $ASR $CAAP Miami is crowded enough already. Nobody who calls Miami home even asked for it to become a tier [--] finance hub financial capital or whatever its good the way it is. Miami is crowded enough already. Nobody who calls Miami home even asked for it to become a tier [--] finance hub financial capital or whatever its good the way it is"
X Link 2026-02-06T21:59Z [----] followers, [---] engagements

"@institLPGP Even then you could have thought about $AXON or $EVLV and they have hardware but still down they went with the others"
X Link 2026-02-06T22:58Z [----] followers, [---] engagements

"The dedicated hater account (I don't follow because that's too much negativity for my life) can't find anything wrong with David. Got $ORR @Divergent7651 @mr_victor7 Yes that was dead wrong I redact the post. didnt do my research and had @grok do it for me without verifying claims which was not a good idea After digging in more David has a very strong and transparent record one of the best around today actually and accomplished without @Divergent7651 @mr_victor7 Yes that was dead wrong I redact the post. didnt do my research and had @grok do it for me without verifying claims which was not a"
X Link 2026-02-06T23:27Z [----] followers, [---] engagements

"@orrdavid Those Seeking Alpha links were dead for me. Didn't know you were long $OMAB since then nice to see it carry over to the ETF"
X Link 2026-02-07T00:21Z [----] followers, [---] engagements

"@RMarshSPark "8x sales or GTFO" still valid in Claude world $AXON"
X Link 2026-02-07T00:28Z [----] followers, [---] engagements

"Short Bloomberg to go bankwupt $ALX who's paying $35k a year for screeners and financial analysis when there are options to get roughly 80-90% of everything you need with claude and TIKR for 10x less I've used factset and bloomberg and unfortunately i can tell you that the rate at which AI is improving these https://t.co/tto614H3oS who's paying $35k a year for screeners and financial analysis when there are options to get roughly 80-90% of everything you need with claude and TIKR for 10x less I've used factset and bloomberg and unfortunately i can tell you that the rate at which AI is"
X Link 2026-02-07T00:34Z [----] followers, [----] engagements

"Video calling will not be vibe coded. My Take on Software: I do firmly believe that many software companies will perish due to AI. Jensen can't say that on air because those are his buyers lol. Cmon. I have said this before stuff like $ADBE $DOCU $ZM $CRM will be dinosaurs and likely be decimated. Like Toys-R-Us My Take on Software: I do firmly believe that many software companies will perish due to AI. Jensen can't say that on air because those are his buyers lol. Cmon. I have said this before stuff like $ADBE $DOCU $ZM $CRM will be dinosaurs and likely be decimated. Like Toys-R-Us"
X Link 2026-02-07T20:37Z [----] followers, [---] engagements

"Star Wars (1977 not now) was amazingly prophetic. Sentient AI that you talk to. Luke doesn't have to code to get into imperial systems or even repair hardware he just tells R2-D2 what to do in plain language. Imperial democracy under threat by an old ruler and his henchmen"
X Link 2026-02-08T03:06Z [----] followers, [---] engagements

"Basically we are replacing US workers with Korea and Taiwanese inputs. Long Korean and Taiwan until Trump whines. Heres what each company does in AI. https://t.co/teicBpG7ak Heres what each company does in AI. https://t.co/teicBpG7ak"
X Link 2026-02-08T05:44Z [----] followers, [---] engagements

"True this money used to go back into FAANG now it's going to Korea and Taiwan. If you think the massive amount of money being spent on AI infrastructure by US hyperscalers isnt a massive headwind for stock prices then you dont understand flows. Since the GFC stock buybacks have been a much larger tailwind for stocks compared to the passive bid from If you think the massive amount of money being spent on AI infrastructure by US hyperscalers isnt a massive headwind for stock prices then you dont understand flows. Since the GFC stock buybacks have been a much larger tailwind for stocks compared"
X Link 2026-02-08T07:43Z [----] followers, [---] engagements

"Seeing all those flying black cameras drone during the Winter Olympics and Super Bowl too. Very reminiscent of the probe droid in Empire Strikes Back"
X Link 2026-02-09T01:11Z [----] followers, [---] engagements

"OpenAI had the worst AI commercials this Super Bowl. "You can just build things" (Twitter brained) and a bunch of math studying is like the least relatable thing to Americans. The Meta commercials are lame too because no one wants to say "Hey Meta.""
X Link 2026-02-09T01:35Z [----] followers, [---] engagements

"@DeItaone Puerto Rico is literally part of America"
X Link 2026-02-09T04:51Z [----] followers, [---] engagements

"Total dummy trade. But could be dumb enough to work. Long $RDDT on Moltbook being fake. Stop out on new lows"
X Link 2026-02-09T05:00Z [----] followers, [----] engagements

"Even though $HPP failed this is true. If you only exist as a remote task doer you are that much closer to being replaced by an AI agent. Have said this multiple times but I will stand by the fact that working in the office is the easiest way to get ahead of your peers especially early in your career A lot of young graduates dont realize that [--] days in the office was table stakes pre [----] Now you can increase Have said this multiple times but I will stand by the fact that working in the office is the easiest way to get ahead of your peers especially early in your career A lot of young"
X Link 2026-02-09T16:05Z [----] followers, [---] engagements

"@futureman1977 @Nietschecapital Why would Reddit be disrupted by AI Advertisers advertising on AI instead of social media"
X Link 2026-02-09T18:59Z [----] followers, [--] engagements

"Oh. Narrative violation $AMZN $SKM $ZM audiences didnt like anthropics ad placing it in the bottom 3% of all super bowl ads from the last five years https://t.co/Dzz5QurLMm audiences didnt like anthropics ad placing it in the bottom 3% of all super bowl ads from the last five years https://t.co/Dzz5QurLMm"
X Link 2026-02-09T19:07Z [----] followers, [---] engagements

"I thought it was the Switzerland of LatAm. $CCU Phenomenal example from Chile of how to handle modern highway robbery. He left plenty of room between him and the car in front of him and then got off the X quickly and decisively when he recognized the attack. https://t.co/bEvdKahiTR Phenomenal example from Chile of how to handle modern highway robbery. He left plenty of room between him and the car in front of him and then got off the X quickly and decisively when he recognized the attack. https://t.co/bEvdKahiTR"
X Link 2026-02-09T22:28Z [----] followers, [---] engagements

"Kalshi create a context for Bad Bunny for POTUS. Bad Bunny speaks out: Im a proud U.S. citizen and I have the constitutional right to run for president of this country. Whos going to stop me https://t.co/sy4cMMdzys Bad Bunny speaks out: Im a proud U.S. citizen and I have the constitutional right to run for president of this country. Whos going to stop me https://t.co/sy4cMMdzys"
X Link 2026-02-09T22:54Z [----] followers, [---] engagements

"ETFs that should exist but don't: Any good Japan ETF Asia semiconductor ETF 2x ACWI world ETF (don't give me that UCITS one.) 1.5x ACWI world ETF"
X Link 2026-02-10T02:55Z [----] followers, [----] engagements

"@rmbtrader Love how Hanwha itself launched $KDEF Hynix definitely should also take measures into its own hands ASAP"
X Link 2026-02-10T03:05Z [----] followers, [--] engagements

"Did Nintendo bottom on that Takaichi victory $7974:JP"
X Link 2026-02-10T03:10Z [----] followers, [---] engagements

"If you don't sell losers you are sort of being arrogant enough to say that your win percentage is not 50% or 60% but 100% even though empirically that's not true"
X Link 2026-02-10T03:24Z [----] followers, [---] engagements

"@EquityBrian If so then $ACMR is the best way to play it"
X Link 2026-02-10T04:27Z [----] followers, [---] engagements

"Interesting that some consider Section [----] unsettled for Kalshi even with the CFTC regulation. Annoying. https://camusocpa.com/kalshi-tax-reporting/ https://camusocpa.com/kalshi-tax-reporting/"
X Link 2026-02-10T06:00Z [----] followers, [---] engagements

"Inverse Cramer kind of market in the short term. $GOOG"
X Link 2026-02-10T15:15Z [----] followers, [---] engagements

"Funny how $GOOG has gone nowhere since last November when FinTwit started glazing it after the run up. Still it should be a good buy long term just may take forever to work out all the weak buyers"
X Link 2026-02-10T16:02Z [----] followers, [---] engagements

"@taobanker Now look at Sunday night prices on individual stocks"
X Link 2026-02-10T16:14Z [----] followers, [---] engagements

"@taobanker The final piece could be Kalshi 24/7 index price contracts except from when I've they are so illiquid they're not super useful yet"
X Link 2026-02-10T16:17Z [----] followers, [--] engagements

"@Kalshi @grok What is this number usually"
X Link 2026-02-10T19:59Z [----] followers, [---] engagements

"Wow $KSPI gone nowhere for [--] years"
X Link 2026-02-10T20:24Z [----] followers, [----] engagements

"@S0376574390009 @ThatchEffendi Yes the trade and tariff wars"
X Link 2026-02-10T22:44Z [----] followers, [---] engagements

"WTF lol. BYTEDANCE IS DEVELOPING AI CHIP AND IN TALKS WITH SAMSUNG TO MANUFACTURE IT SOURCES SAY BYTEDANCE PLANS TO PRODUCE 100000-300000 UNITS OF THE AI CHIP THIS YEAR SOURCES SAY #BYTEDANCE #AI #CHINA #TECH #SAMSUNG #NVIDIA $NVDA (https://t.co/n9gcZwU90k) https://t.co/fq2Xq4cCYq BYTEDANCE IS DEVELOPING AI CHIP AND IN TALKS WITH SAMSUNG TO MANUFACTURE IT SOURCES SAY BYTEDANCE PLANS TO PRODUCE 100000-300000 UNITS OF THE AI CHIP THIS YEAR SOURCES SAY #BYTEDANCE #AI #CHINA #TECH #SAMSUNG #NVIDIA $NVDA (https://t.co/n9gcZwU90k) https://t.co/fq2Xq4cCYq"
X Link 2026-02-11T05:54Z [----] followers, [---] engagements

"Don't fade me bro $1060:HK"
X Link 2026-02-11T06:23Z [----] followers, [---] engagements

"@Nietschecapital And why would you buy $MU or $SNDK when you could buy Hynix or Samsung"
X Link 2026-02-11T08:44Z [----] followers, [---] engagements

"Right now I've been appointed as a leader for some AI enablement work. However there's no extra pay or formal job title. And I still have to do my original work. How to best leverage this to actually personally benefit Job hop To what Start a consultancy"
X Link 2026-02-11T09:09Z [----] followers, [---] engagements

"What's with this $SATS microdip Faith in Elon destroyed"
X Link 2026-02-11T15:37Z [----] followers, [---] engagements

"Don't fade me bro $ZM"
X Link 2026-02-11T16:40Z [----] followers, [---] engagements

"No desire to stack $SATS anymore Bought a bit more"
X Link 2026-02-11T16:52Z [----] followers, [---] engagements

"On the one hand you can't vibe code a standardized video calling app. Oh the other hand AI agents that replace laid off workers don't need to video call. $ZM"
X Link 2026-02-11T16:57Z [----] followers, [---] engagements

"My strategy plan"
X Link 2026-02-11T17:13Z [----] followers, [---] engagements

"Strong $MU and $SNDK price action seems obvious Hynix will catch up a bit"
X Link 2026-02-11T17:17Z [----] followers, [---] engagements

"Lol I was very wrong about the hyperscaler sideways price action being "the pause that refreshes". Maybe they could recover from a failed breakdown from this selloff though"
X Link 2026-02-11T17:33Z [----] followers, [---] engagements

"What does the market know that I don't on $SATS Meme market over forever"
X Link 2026-02-11T18:10Z [----] followers, [---] engagements

"And that's why they will be. Long memory. When blue collar workers get automated they organize unions and march in picket lines When white collar workers get automated they write essays on X When blue collar workers get automated they organize unions and march in picket lines When white collar workers get automated they write essays on X"
X Link 2026-02-11T18:11Z [----] followers, [---] engagements

"If this is the future then China really does own the whole world. You eventually start to realize no job is safe. https://t.co/sCKmtg4B99 You eventually start to realize no job is safe. https://t.co/sCKmtg4B99"
X Link 2026-02-11T19:02Z [----] followers, [----] engagements

"Buy all the stocks I own or be priced out forever"
X Link 2026-02-11T20:45Z [----] followers, [---] engagements

"Don't fade me bro $SATS"
X Link 2026-02-11T20:48Z [----] followers, [---] engagements

"Buy the China microdip Indonesia Vietnam India China are the only red blots on the YTD interational ETF heat map @stockcharts https://t.co/Cat1b6LGHr Indonesia Vietnam India China are the only red blots on the YTD interational ETF heat map @stockcharts https://t.co/Cat1b6LGHr"
X Link 2026-02-11T21:13Z [----] followers, [---] engagements

"@AltayCapital @orrdavid @ACapitalLP Funny took like a day after the release of Seedance [--] for slow $HPP investors to realize the implications. I have had to sell a lot of stocks I really wanted to work like UMG or Nintendo. At least I sold them before others did. Many just don't want AI to work. But it does"
X Link 2026-02-11T21:24Z [----] followers, [---] engagements

"Oh. They may be right in time. $AMZN JUST IN: Amazon overtakes Nvidia as most bought stock by retail investors JUST IN: Amazon overtakes Nvidia as most bought stock by retail investors"
X Link 2026-02-11T21:26Z [----] followers, [---] engagements

"@rajasark I think the better play on that rather than short Micron is long $ACMR. Even at these higher prices as the market is waking up to that. Or different A shares too. I did buy Sany and XCMG after your comment super well placed IMO"
X Link 2026-02-11T21:29Z [----] followers, [---] engagements

"@svrnco I kind of think of xAI as a donut like SolarCity unfortunately since I'm long $SATS"
X Link 2026-02-11T21:34Z [----] followers, [--] engagements

"@AltayCapital @orrdavid @ACapitalLP Actually it does show how investors in bad stocks are dumber than investors in stocks that work. $VNET investors bought it right away when Seedance [--] came out"
X Link 2026-02-11T21:37Z [----] followers, [---] engagements

"I feel one of these could be had for Chinese too. There's clearly different groupings but it's not very regionally based either with all the historic migrations. Of course that's exactly what Chinese governments for thousands of years have tried to NOT have and for good reason. "Muscovite" basically does not exist and should rather be a mixture of provinical types and minority strivers/diasporoids. St Pete should be its own category. Far Easterners are very different from "standard" Siberiasn. Don Cossacks not mentioned. Otherwise accurate racist map. https://t.co/LQwIaK9BLh "Muscovite""
X Link 2026-02-11T21:43Z [----] followers, [---] engagements

"2025 was a "nothing ever happens" in the scheme of things. AI adoption among firms continues its uptrend after slowing a bit recently. What drove it You guessed it an acceleration of Anthropics models. https://t.co/hbaWYRnntG AI adoption among firms continues its uptrend after slowing a bit recently. What drove it You guessed it an acceleration of Anthropics models. https://t.co/hbaWYRnntG"
X Link 2026-02-11T21:47Z [----] followers, [---] engagements

"@Investor_NICK_ Crypto next"
X Link 2026-02-11T21:49Z [----] followers, [---] engagements

"Out of $RDDT on basically a scratch on it making new lows"
X Link 2026-02-11T23:16Z [----] followers, [---] engagements

"Nice $ACMR TRUMP AND XI MAY ROLL BACK TARIFFS FOR UP TO A YEAR SCMP TRUMP AND XI MAY ROLL BACK TARIFFS FOR UP TO A YEAR SCMP"
X Link 2026-02-11T23:19Z [----] followers, [---] engagements

"What I got right - it is impossible to be locked in and do great work at home with children running about and playing. That's a good sound but it's bad for being in employee mode. What I got wrong - that doesn't mean office benefit. It means workers get replaced by memory"
X Link 2026-02-11T23:43Z [----] followers, [---] engagements

"@rajasark Probably in my retirement accounts I should literally just go to cash sometimes. No reason not to"
X Link 2026-02-12T01:30Z [----] followers, [--] engagements

"@rajasark What is the neutral position whether that's actual cash or $SPX or $ACWI or whatever has been what I struggle with most"
X Link 2026-02-12T02:24Z [----] followers, [--] engagements

"I wish the Mexico City airport was also publicly traded. Mexico City is what Williamsburg was in the 00s. The opportunity cost of being in a foreign country filters out the employim & chuds afraid of foreigners and crime. That used to be Brooklyn but it over-gentrified and did not have high enough barriers to entrance to filter-out Mexico City is what Williamsburg was in the 00s. The opportunity cost of being in a foreign country filters out the employim & chuds afraid of foreigners and crime. That used to be Brooklyn but it over-gentrified and did not have high enough barriers to entrance to"
X Link 2026-02-12T02:25Z [----] followers, [----] engagements

"@rajasark Yes that's why my best hedge is actual second passport and possiblity of leaving. Well maybe in that situation Bitcoin could be useful too"
X Link 2026-02-12T02:51Z [----] followers, [--] engagements

"@rajasark If only predictions markets had more liquidity"
X Link 2026-02-12T02:51Z [----] followers, [--] engagements

"@orrdavid @MikeFritzell That would really suck if you betrayed up like that please don't"
X Link 2026-02-12T05:10Z [----] followers, [--] engagements

"@wazumi_cap Yes I should try. Very sad my previous talk with Anthropic didn't end up working out"
X Link 2026-02-12T05:32Z [----] followers, [--] engagements

"Bigger torture - Interactive Brokers dragging out Korea availability or Polymarket dragging out the US rollout"
X Link 2026-02-12T05:57Z [----] followers, [---] engagements

"Ironically joining this game means you are dumb since you fail the test of game selection. 0.000154% chance. That's your odds of being dealt a royal flush. Last Friday our CTO Kevin Gu (Harvard math ex-Jump Trading) faced those odds. 1st minute in. All in. Lost everything. Welcome to Researcher Poker Night. At the table: openAI xAI mistral together deepmind https://t.co/B3UF58jAc9 0.000154% chance. That's your odds of being dealt a royal flush. Last Friday our CTO Kevin Gu (Harvard math ex-Jump Trading) faced those odds. 1st minute in. All in. Lost everything. Welcome to Researcher Poker"
X Link 2026-02-12T07:10Z [----] followers, [---] engagements

"I believe FinTwit was just calling $TTAN cheap and no way plumbers were going to use AI instead lol. My plumber called me two weeks ago asking what I was doing with AI. He owns a full-service plumbing and water filtration company. Veteran-owned. Multiple crews trucks 24/7 emergency dispatch. My son and I drove out to his house and set up an @openclaw AI assistant on his https://t.co/L3l7PZMHfQ My plumber called me two weeks ago asking what I was doing with AI. He owns a full-service plumbing and water filtration company. Veteran-owned. Multiple crews trucks 24/7 emergency dispatch. My son and"
X Link 2026-02-12T07:24Z [----] followers, [----] engagements

"@T3_RM Interesting. Maybe it depends on the market regime too. Certainly recently I've found cutting losses excellent"
X Link 2026-02-12T07:42Z [----] followers, [--] engagements

"Signs international outperformance of US stocks will continue: - Atoms over bits and the US makes increasingly worthless bits. - It's still not easy for US citizens to buy international stocks. Only IBKR makes it somewhat doable. Trying Schwab and Fidelity Not much demand"
X Link 2026-02-12T07:48Z [----] followers, [---] engagements

"Nice And lol is this why $ACMR is selling off today If so that's a mistake. Trump Administration Shelves Tech Security Measures Before Trump-Xi Beijing Meeting The Trump administration has postponed several significant tech security measures targeting Beijing including a proposed ban on China Telecom's U.S. operations and restrictions on Chinese https://t.co/4LQUyY3yTK Trump Administration Shelves Tech Security Measures Before Trump-Xi Beijing Meeting The Trump administration has postponed several significant tech security measures targeting Beijing including a proposed ban on China Telecom's"
X Link 2026-02-12T15:26Z [----] followers, [---] engagements

"Wow $COST and $WMT meme ripping hard lol"
X Link 2026-02-12T15:53Z [----] followers, [---] engagements

"$AMZN price down so much the Anthropic stake is becoming more material to the valuation"
X Link 2026-02-12T16:33Z [----] followers, 13.9K engagements

"Wtf. Did something bad just happen re: China Check out that price action in not only $ACMR but $KWEB"
X Link 2026-02-12T16:34Z [----] followers, [----] engagements

"$SATS stronk"
X Link 2026-02-12T17:24Z [----] followers, [---] engagements

"@sippingitreal Who knows what the world will look like by then"
X Link 2026-02-12T17:51Z [----] followers, [---] engagements

"I think this is not a bad thing in the end. White collar work fucking sucks. Just have to not own a house and be bagholder that way or be so dumb and inflexible you can't retrain for real work. I have a few things lined up if I don't settle in the top 10% of workers. White-collar work where youre sitting down at a computer either being a lawyer or an accountant or a project manager or a marketing person most of those tasks will be fully automated by an AI within the next [--] to [--] months. - #MSFT AI Head Mustafa Suleyman White-collar work where youre sitting down at a computer either being a"
X Link 2026-02-12T18:32Z [----] followers, [---] engagements

"@sippingitreal What is your view on how substantial AI layoffs could be"
X Link 2026-02-12T18:42Z [----] followers, [--] engagements

"China's grand political economy strategy has been masterful and aligned with world development. (Their world diplomacy on the other hand not as good.). They are the master of atoms and now AI has made only that matter. The US services and bits are now worthless"
X Link 2026-02-12T18:47Z [----] followers, [---] engagements

"@sippingitreal I look at my street and both house prices and incomes are far above averages and most are still depending on W-2 income coming in mostly from a big corporation job. And 100% of recent buyers were"
X Link 2026-02-12T18:58Z [----] followers, [--] engagements

"@lost_nomad__ It's striking how much the US has declined in this regard from the melting pot unity of say the '90s though. The fact that [--] million felt they had to watch a separate Super Bowl halftime"
X Link 2026-02-12T18:59Z [----] followers, [--] engagements

"Being open for adventure is underrated as a base trait in this brave new world. new hispanic stereotype just dropped https://t.co/ZIcP5clZhY new hispanic stereotype just dropped https://t.co/ZIcP5clZhY"
X Link 2026-02-12T19:01Z [----] followers, [---] engagements

"Don't fade me bro $SATS"
X Link 2026-02-12T19:34Z [----] followers, [---] engagements

"$VNO So if Ai is going to disrupt lots of white collar jobs does that mean all of the office buildings in the downtown core of cities will become mostly empty And all of the restaurants and bars that cater to downtown officer workers are affected And all of the valuations of https://t.co/zpVQ9Xqi5p So if Ai is going to disrupt lots of white collar jobs does that mean all of the office buildings in the downtown core of cities will become mostly empty And all of the restaurants and bars that cater to downtown officer workers are affected And all of the valuations of https://t.co/zpVQ9Xqi5p"
X Link 2026-02-12T19:35Z [----] followers, [---] engagements

"@sippingitreal No but the price to a marginal transaction is much lower than today. That's already happened in small form since [----]. That may accelerate big"
X Link 2026-02-12T19:44Z [----] followers, [--] engagements

"@CapitanoJacko I was a bad run lol In its most high baroque in the world of Slack $ASAN and $TEAM"
X Link 2026-02-12T19:51Z [----] followers, [---] engagements

"@Frandell8 Yes it would be a big family decision. But staying and potentially getting rugged for quite a lot of money in a Detroit scenario is also an active decision to be made by the lack of action"
X Link 2026-02-12T19:58Z [----] followers, [--] engagements

"It's actually crazy that $INVH stopped going down after Claude Opus [---] came out lol"
X Link 2026-02-12T20:05Z [----] followers, [---] engagements

"Seems meh compared to Chinese robots. Also not sure who would buy one. Rich people could hire people instead. W-2s will be so broke they can't afford it. Different than Claude. Today we're releasing Isaac 0: our first robot for the home. And we made a short video for our first customers to share what its been like having one in their home 😊 https://t.co/rDnpy0zMdi Today we're releasing Isaac 0: our first robot for the home. And we made a short video for our first customers to share what its been like having one in their home 😊 https://t.co/rDnpy0zMdi"
X Link 2026-02-12T20:10Z [----] followers, [---] engagements

"@deusexdividend How did this $SATS end up in my portfolio lol"
X Link 2026-02-12T20:15Z [----] followers, [--] engagements

"@AnthropicAI @grok How much does this dilute the value of Anthropic shares held by $SKM $ZM and $AMZN"
X Link 2026-02-12T20:17Z [----] followers, [---] engagements

"$AMZN $SKM $ZM @valuedrift @AnthropicAI The $30B raise at $380B post-money (pre-money $350B) dilutes ownership by 7.9% but the dollar value of existing shares remains unchanged. Estimated pre/post values: - $AMZN: $60.6B - $SKM: $7B (2% stake) - $ZM: $2-4B (0.6-1.1% stake) @valuedrift @AnthropicAI The $30B raise at $380B post-money (pre-money $350B) dilutes ownership by 7.9% but the dollar value of existing shares remains unchanged. Estimated pre/post values: - $AMZN: $60.6B - $SKM: $7B (2% stake) - $ZM: $2-4B (0.6-1.1% stake)"
X Link 2026-02-12T20:20Z [----] followers, [---] engagements

"@malinvested Very interesting"
X Link 2026-02-12T20:55Z [----] followers, [--] engagements

"@1amInvesting Got $SATS"
X Link 2026-02-12T20:57Z [----] followers, [--] engagements

"@Plum_Capital @obsidiancap1 Imagine the unemployment rate of the Roman Empire or Haiti. Roaming brigands are an inevitable consequence"
X Link 2026-02-13T00:46Z [----] followers, [--] engagements

"@trackdalf @Lighter_xyz @grok Do these offer any legal rights to the stocks or their cash flows"
X Link 2026-02-13T02:46Z [----] followers, [--] engagements

"@grok @trackdalf @Lighter_xyz That's my answer"
X Link 2026-02-13T02:49Z [----] followers, [--] engagements

"This is a moment where it feels like everything should trade at P/E [--] or below. I last felt like that in early tariff days. Also early COVID days. So maybe we do get a -20%. But just as in those days we probably don't get a -80%. .maybe"
X Link 2026-02-13T05:18Z [----] followers, [---] engagements

"Comfortable consensus. Look at all the self soothing engagement. No. People will be replaced by memory. Human society has ended. Everything that you read at home on a screen about AI makes absolute sense . The change is inevitable. And then you put [--] foot in the real world. It all crumbles down immediately everywhere in all directions. Its just not how the world is. Not remotely. Everything that you read at home on a screen about AI makes absolute sense . The change is inevitable. And then you put [--] foot in the real world. It all crumbles down immediately everywhere in all directions. Its"
X Link 2026-02-13T05:54Z [----] followers, [---] engagements

"Trump was a fool to to all in on AI sacrificing the culture and intellectual property based industries to it. As we now know AI is about physical production in the end. And China is best at that but lacking in culture and IP. So he shifted the battlefield to China's favor"
X Link 2026-02-13T06:09Z [----] followers, [---] engagements

"@invertedfragil1 @awealthofcs I'm not sure how going all in on AI helped him win the election. I felt most voters voted for him due to hating transgenderism and illegal immigrants"
X Link 2026-02-13T06:49Z [----] followers, [--] engagements

"The long held Chinese view. Now due to Trump's blunder the global view. Great for China. Holding IP without benefiting from itis wrong. Free the IP let fans' imaginations run wild sell merchandise collect royalties on your IP or you'll lose everything. https://t.co/fiNWVviYI7 Holding IP without benefiting from itis wrong. Free the IP let fans' imaginations run wild sell merchandise collect royalties on your IP or you'll lose everything. https://t.co/fiNWVviYI7"
X Link 2026-02-13T07:23Z [----] followers, [---] engagements

"Long bonds seem the perfect trade (paging @agurevich23) finally again. Either AI really does wipe out tens of millions of workers and there is depression and deflation. Or it doesn't and hundreds of billions were spent uneconmically and the hangover leads to deflation. $TLT"
X Link 2026-02-13T07:41Z [----] followers, [----] engagements

"I bought long bond futures. Long bonds have based for three years and have rejected new lows although there has not been a higher high since last fall. I'm long unless higher lows are decisively broken"
X Link 2026-02-13T08:22Z [----] followers, [---] engagements

"I think more people have uncertainty in the AI future than absolute conviction in a fully machine future or stupid contrarianism you often see on FinTwit. I think this uncertainty in itself is deflationary. Strongest uncertainty we've ever had as a species"
X Link 2026-02-13T08:23Z [----] followers, [---] engagements

"Useless because Trump foolishly threw the IP companies to the wolves to feed AI. Which made the US compete on what China is best at while ceding our relative advantage. It's happening. The MPA just told ByteDance to "immediately cease" Seedance [---] calling it "massive copyright infringement." I've been posting Seedance clips all week. The Tom Cruise x Brad Pitt rooftop fight alone has millions of views. Deadpool writer Rhett Reese: "It's https://t.co/kV8s6ZpXxf It's happening. The MPA just told ByteDance to "immediately cease" Seedance [---] calling it "massive copyright infringement." I've"
X Link 2026-02-13T19:09Z [----] followers, [---] engagements

"But we do have access though. $SKM $SATS People keep saying its a shame that retail hasnt had access to Anthropic OpenAI Stripe SpaceX and others and havent been able to share in the upside of these companies so far. Why does retail feel entitled to be on these cap tables It seems that people conflate the idea People keep saying its a shame that retail hasnt had access to Anthropic OpenAI Stripe SpaceX and others and havent been able to share in the upside of these companies so far. Why does retail feel entitled to be on these cap tables It seems that people conflate the idea"
X Link 2026-02-13T19:18Z [----] followers, [---] engagements

"Long UB futures (decent size). Also long a small amount of speculative $TLT OTM leap calls since long bond volatility is in a very low historical percentile range after [--] years of basing and not making new lows there is room for volatility to expand also"
X Link 2026-02-13T19:49Z [----] followers, [---] engagements

"Interesting $NVDA dump and $TSM weakness despite the memory strength"
X Link 2026-02-13T20:01Z [----] followers, [----] engagements

"The Chinese ethos - unity at all costs. That may turn out superior to our model in the end. Always crazy to me that China is the biggest country with only one timezone meaning some areas get sunrise at 3am and others get it at 10am https://t.co/S338QLldU2 Always crazy to me that China is the biggest country with only one timezone meaning some areas get sunrise at 3am and others get it at 10am https://t.co/S338QLldU2"
X Link 2026-02-13T20:50Z [----] followers, [---] engagements

"@81Ninjau They take global share"
X Link 2026-02-13T21:26Z [----] followers, [--] engagements

"@lost_nomad__ Great point. It's even true today. Trump did not literally conquer or physically defeat anyone. He mediated between different interest groups and formed a coalition"
X Link 2026-02-13T21:55Z [----] followers, [--] engagements

"Wtf I literally get an error when I try to even check my Prime status and I can't cancel. Garbage company. $AMZN"
X Link 2026-02-13T23:36Z [----] followers, [---] engagements

"@1amInvesting @SixSigmaCapital In the new world memory is people in the old world. They splurged on too many people before before wildly cutting. Probably the same will happen here but it will take time"
X Link 2026-02-14T02:24Z [----] followers, [--] engagements

"Why does the algorithm love this guy I never block but just have to mute here. Never anything actionable or insightful just pure engagement bait the algorithm seems to love. Its just a size issue. When you are managing multiple billions it becomes very hard to outperform. Give Ackman $5 million I bet he would smoke the indexes by a large margin. Its just a size issue. When you are managing multiple billions it becomes very hard to outperform. Give Ackman $5 million I bet he would smoke the indexes by a large margin"
X Link 2026-02-14T03:07Z [----] followers, [----] engagements

"@1amInvesting That is why I foolishly bought $AMZN and $GOOG (to benefit from Anthropic) but wisely bought $SKM and $ZM"
X Link 2026-02-14T03:42Z [----] followers, [---] engagements

"@SowingAlphaSeed I'm worried Hikari could be classified as a PFIC. Gemini Pro says so. Thoughts"
X Link 2026-01-16T16:19Z [----] followers, [---] engagements

"Buy the memory dip Both $GOOGL and $META are going to have close to zero FCF in [----] Both $GOOGL and $META are going to have close to zero FCF in 2026"
X Link 2026-02-04T21:24Z [----] followers, [---] engagements

"@Investor_NICK_ @Frandell8 @Sleepysolcap MFW I was super early to Claude Code and bought $AMZN to benefit because Gemini Pro told me to (and it actually recommended $GTLB $NET and other even bigger losers too). The funny thing is it didn't recommend $SKM or $ZM at all"
X Link 2026-02-06T22:39Z [----] followers, [---] engagements

"Got $EWY One thing about Asians who grind. Sometimes the idea that people have to grind to outcompete you is more palatable than the truth: that they did it relatively easily. The far right tail of the East Asian population is often just really really good at stuff. One thing about Asians who grind. Sometimes the idea that people have to grind to outcompete you is more palatable than the truth: that they did it relatively easily. The far right tail of the East Asian population is often just really really good at stuff"
X Link 2026-02-07T19:41Z [----] followers, [---] engagements

"Very investable theme. The rise of Chinese running shoe brands on r/runningshoegeeks https://t.co/ASYhpwaVJs The rise of Chinese running shoe brands on r/runningshoegeeks https://t.co/ASYhpwaVJs"
X Link 2026-02-08T00:54Z [----] followers, [---] engagements

"Classic $DJCO price action. Make new highs while software is selling off then dump like crazy on the recovery"
X Link 2026-02-09T17:05Z [----] followers, [---] engagements

"Feels like it could be safe to $TQQQ again $KORU $MEXX and $SOXL been killing it this year even on that microdip"
X Link 2026-02-09T20:19Z [----] followers, [---] engagements

"@anidesh7 Berkshire doesn't own any Daily Journal so not seeing the causation"
X Link 2026-02-09T20:25Z [----] followers, [--] engagements

"It's surprising Hikari Tsushin is still trading only at the upper end of its long range. The eventual breakout should be extremely powerful. (And please someone tell me if it's a PFIC or not lol.) $9435:JP"
X Link 2026-02-10T03:14Z [----] followers, [---] engagements

"Oh. $SATS EXCLUSIVE: xAI LAID OFF NEARLY 50% OF STAFF MACROHARD REASONER AND CODE TEAMS WIPED OUT COFOUNDERS JIMMY BA AND TONY WU RESIGNED BEFORE LAYOFFS MULTIPLE DEPARTEES FORMING NEW COMPANY EXCLUSIVE: xAI LAID OFF NEARLY 50% OF STAFF MACROHARD REASONER AND CODE TEAMS WIPED OUT COFOUNDERS JIMMY BA AND TONY WU RESIGNED BEFORE LAYOFFS MULTIPLE DEPARTEES FORMING NEW COMPANY"
X Link 2026-02-12T05:42Z [----] followers, [---] engagements

"That was a scary microdip in $EWY but I'm glad it's over"
X Link 2026-02-12T19:42Z [----] followers, [---] engagements

"@aleabitoreddit They should have bought $EWY calls instead"
X Link 2026-02-14T01:16Z [----] followers, [---] engagements

"I feel Chinese models destroy this old comfortable logic. Productive capacity is the bottleneck. Long Asia. The trade has and will likely continue to be that you want to own part of the commodity house. If intelligence and eventually labour gets commoditized the only real benefactor will be those that have the compute and data. Robots have lower barriers to entry and will likely The trade has and will likely continue to be that you want to own part of the commodity house. If intelligence and eventually labour gets commoditized the only real benefactor will be those that have the compute and"
X Link 2026-02-14T16:56Z [----] followers, [----] engagements

"Got long bonds $EDZ $TLT Whats about to happen to American workers makes me terribly sad. Whats about to happen to American workers makes me terribly sad"
X Link 2026-02-15T18:18Z [----] followers, [---] engagements

"I would be a better CEO of $DIS than either the old guy or the new guy. Spin off ESPN obviously. Build more US Disneylands. I would build: Disneyland Las Vegas Disneyland Houston Disneyland Atlanta Boom parks crowding misery solved. Revenues up even with margins down"
X Link 2026-02-15T18:26Z [----] followers, [---] engagements

"Got long bonds $EDV $TLT If Anthropic OpenAI and Elon are going public this year it feels like we are going to get a massive deflation vibe trade Three biggest pumpers in the game turbo pumping non-stop about the death of white collar work If Anthropic OpenAI and Elon are going public this year it feels like we are going to get a massive deflation vibe trade Three biggest pumpers in the game turbo pumping non-stop about the death of white collar work"
X Link 2026-02-15T18:35Z [----] followers, [---] engagements

"Blue federal government and red state and local government is the best. Instead we have the opposite Scammy NGOs etc were at the table in blue states not red states. Red states spent the money on physical infrastructure. Which in red states means highways. So the physical legacy of the Biden infrastructure money is in red states they got highways and in blue states some NGO https://t.co/JvkbIzQIKo Scammy NGOs etc were at the table in blue states not red states. Red states spent the money on physical infrastructure. Which in red states means highways. So the physical legacy of the Biden"
X Link 2026-02-15T18:37Z [----] followers, [---] engagements

"Maybe the best decision is not to sell the house but to buy LEAP puts on $AMH and $INVH as insurance"
X Link 2026-02-12T19:58Z [----] followers, [---] engagements

"@tscarrithers Buy the $KORU microdip"
X Link 2026-02-13T02:25Z [----] followers, [--] engagements

"Got long bonds $EDV $TLT To beat China at industrial policy would either require crushing wages (to get costs competitive with Chinese exports) zeroing out workers (which means few jobs from these businesses) or ending the rule of law (so like China the state can just dictate that firms lose money). To beat China at industrial policy would either require crushing wages (to get costs competitive with Chinese exports) zeroing out workers (which means few jobs from these businesses) or ending the rule of law (so like China the state can just dictate that firms lose money)"
X Link 2026-02-14T14:00Z [----] followers, [---] engagements

"Tsinghua is not on the list but LSE list. Would be interesting if Trump really embraced China as the only viable alternative to the liberal world. The US and China are a strong global cartel strong enough to permanently defeat liberalism if so desired. So the US Army personnel is not allowed to attend. MIT I am sorry at this point I have no other explanation to whats happening than an extremely successful Russian sabotage operation. Or that this entire administration is nuts. I mean 80% of your military equipment So the US Army personnel is not allowed to attend. MIT I am sorry at this point"
X Link 2026-02-14T17:02Z [----] followers, [---] engagements

"Good art prophesies the future. Star Wars [----] prophesied AI and robots today. Alice in Wonderland [----] prophesied psychedelia"
X Link 2026-02-15T02:07Z [----] followers, [---] engagements

"Bear case - Chinese competition could eat them yet in RoW ex. say US and Japan. Apple is well positioned - interface of the middle and upper class US. Phone laptop car watch headphones soon AR - amazing chips as demonstrated by sold out computers (computers are only 10% of their biz not going to pump them stock but shows strategic positioning for Apple is well positioned - interface of the middle and upper class US. Phone laptop car watch headphones soon AR - amazing chips as demonstrated by sold out computers (computers are only 10% of their biz not going to pump them stock but shows"
X Link 2026-02-15T16:35Z [----] followers, [---] engagements

"Nah his advice is pretty good and it's better to be on his side than against it. Just like Elon before. Just because he underestimated time doesn't mean being contrarian against him was right. In [--] months the something big is happening piece will be provably absurd- pure naivety and ego. The sharers will shrug . But somehow hell have made millions gotten a board seat big keynote fees. Thats the frustrating part: being outlandish and wildly wrong has no In [--] months the something big is happening piece will be provably absurd- pure naivety and ego. The sharers will shrug . But somehow hell have"
X Link 2026-02-15T16:37Z [----] followers, [---] engagements

"Copium. And a red herring. What's changed is that building a huge org and having tons of headcount is no longer rewarded. Cutting is. That's because of AI but also goes beyond it. Say it slowly with me now: Tasks are not jobs. Say it again slower now: Tasks are not jobs. If you're building housing in a city filing the permit is just a task not the job. It's not even a 10th of the job. Talking to people about whether the building gets approval https://t.co/gUGREtEDx0 Say it slowly with me now: Tasks are not jobs. Say it again slower now: Tasks are not jobs. If you're building housing in a city"
X Link 2026-02-15T18:15Z [----] followers, [---] engagements

"Why the China underperformance this year. Intl ETF Performance ytd 🔹 [--] countries are up 20% ytd 🔹15 countries / regions up are more than 10% ytd 🔹only [--] countries red 0% ytd 🔹China is flat & India is the worst country ytd https://t.co/oFZPKdwK1s Intl ETF Performance ytd 🔹 [--] countries are up 20% ytd 🔹15 countries / regions up are more than 10% ytd 🔹only [--] countries red 0% ytd 🔹China is flat & India is the worst country ytd https://t.co/oFZPKdwK1s"
X Link 2026-02-15T18:34Z [----] followers, [---] engagements

"Got $KORU There's so little crime in South Korea that a flight crew bought drinks at Starbucks so they could leave their personal belongings somewhere while attending visa interviews at the nearby U.S. Embassy. When I visited Japan for the first time in [----] (I know different country https://t.co/yqChD6bcHK There's so little crime in South Korea that a flight crew bought drinks at Starbucks so they could leave their personal belongings somewhere while attending visa interviews at the nearby U.S. Embassy. When I visited Japan for the first time in [----] (I know different country"
X Link 2026-02-15T19:52Z [----] followers, [---] engagements

"Just have them go to bed early and eat healthy food. Natural HGH. The whole pincushion first attitude is just so. if you have a son whose height is likely to be below 6ft then you should look at hgh because culturally the penalty for being under 6ft as a dude is now pretty damn brutal. rich ppl are already doing it. likely greater decrease in quality of life than the potential cancer risk if you have a son whose height is likely to be below 6ft then you should look at hgh because culturally the penalty for being under 6ft as a dude is now pretty damn brutal. rich ppl are already doing it."
X Link 2026-02-16T16:19Z [----] followers, [---] engagements

"Oh well. $DAVA $EPAM $GLOB $lw is down 65% on ERP implementation issues but F500s will vibe code SAP inshallah $lw is down 65% on ERP implementation issues but F500s will vibe code SAP inshallah"
X Link 2025-12-23T00:56Z [----] followers, [---] engagements

"Inb4 they surrender again. But if somehow they don't. $EUAD JUST IN: European Union to reportedly suspend trade deal with US JUST IN: European Union to reportedly suspend trade deal with US"
X Link 2026-01-17T21:52Z [----] followers, [---] engagements

"Lesson - never stand down. Whether you were Prigozhin or Xu Qinxian you must be either all in or all out. Kill or die. $EUAD In [----] the Imperial Army faced a stark choice. At the height of the crisis they could have unleashed a civil war that would have turned Iran into a slaughterhouse or they could step aside. On February [--] they chose to stand down. Fundamentally those officers prioritized https://t.co/l7GnhZ49sf In [----] the Imperial Army faced a stark choice. At the height of the crisis they could have unleashed a civil war that would have turned Iran into a slaughterhouse or they could"
X Link 2026-01-18T06:01Z [----] followers, [---] engagements

"Got $1060:HK Not necessarily races.but people in China want live experiences. Harder than Harvard. to get a spot in Wuxi's half marathon 😂😂😂 You would probably have to pay me to run one. https://t.co/c51ljwpK5g Harder than Harvard. to get a spot in Wuxi's half marathon 😂😂😂 You would probably have to pay me to run one. https://t.co/c51ljwpK5g"
X Link 2026-01-23T03:51Z [----] followers, [---] engagements

"1. Agreed. [--]. Short $GEO Short $PLTR The events in Minneapolis are incredibly disturbing. The credibility of ICE and DHS are at stake. There must be a full joint federal and state investigation. We can trust the American people with the truth. The events in Minneapolis are incredibly disturbing. The credibility of ICE and DHS are at stake. There must be a full joint federal and state investigation. We can trust the American people with the truth"
X Link 2026-01-25T05:21Z [----] followers, [---] engagements

"Interesting. Time to sell $GEO and $PLTR. I impeached Bidens Secretary of Homeland Security Alejandro Mayorkas those were my articles of impeachment that passed in the House of Representatives. I unapologetically believe in border security and deporting criminal illegal aliens and I support law enforcement. However I impeached Bidens Secretary of Homeland Security Alejandro Mayorkas those were my articles of impeachment that passed in the House of Representatives. I unapologetically believe in border security and deporting criminal illegal aliens and I support law enforcement. However"
X Link 2026-01-25T22:08Z [----] followers, [---] engagements

"Just have to take a swing at short $GEO and $PLTR here. Polling on Abolishing ICE Sep [----] (Civiqs): 🔴 Oppose +47 Jul [----] (YouGov): 🔴 Oppose +18 Jan [----] (Civiqs): 🔴 Oppose +6 Jan [----] (YouGov): 🟢 Support +3 Polling on Abolishing ICE Sep [----] (Civiqs): 🔴 Oppose +47 Jul [----] (YouGov): 🔴 Oppose +18 Jan [----] (Civiqs): 🔴 Oppose +6 Jan [----] (YouGov): 🟢 Support +3"
X Link 2026-01-25T22:30Z [----] followers, [----] engagements

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