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@zoomyzoomm Zoomer 🧢
Elon Musk's algorithm changes on X (formerly Twitter) have sparked frustration among users, with many expressing disappointment and demotivation due to decreased visibility and engagement. Some users are considering canceling their premium subscriptions, citing the algorithm's favoring of "slop posts" from unverified accounts over high-quality content from verified ones. The changes have led to a significant decline in motivation for some users to post on the platform.
Engagements: XXXXXXX #
- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXXX -XX%
- X Months XXXXXXXXXXX +1,536%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXXXX +35%
- X Months XXXXX +160%
Followers: XXXXXX #
- X Week XXXXXX +2.30%
- X Month XXXXXX +6.10%
- X Months XXXXXX +523%
CreatorRank: XXXXXX #
Social Influence
Social category influence stocks #847 finance XXXXX% technology brands #5559 cryptocurrencies #2821 countries XXXX% automotive brands XXXX% social networks XXXX% travel destinations XXXX% currencies XXXX% exchanges XXXX%
Social topic influence $nvda #552, $tlt #7, $orcl #22, ai 3.87%, $goog #3, open ai #1073, $msft #5, $gtlb #18, $amzn #10, $meli #33
Top accounts mentioned or mentioned by @martinshkreli @sama @jrouldz @dalibali2 @remindmeofthis @billackman @citrini7 @iewney @pegasusfund @fransbakker9812 @altcap @jukan05 @blondesnmoney @turbis1 @ghzresearch @coatuemgmt @gupalo1974 @winerex @kayliatyyy @bennpeifert
Top assets mentioned NVIDIA Corp. (NVDA) Oracle Corporation (ORCL) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) GitLab Inc. Class A Common Stock (GTLB) Amazon.com, Inc. (AMZN) MercadoLibre Inc (MELI) Sea Limited (SE) Adobe, Inc. (ADBE) Metadium (META) CoreWeave, Inc. (CRWV) 4 (FOUR) Advanced Micro Devices (AMD) Broadcom, Inc. (AVGO) monday.com Ltd. Ordinary Shares (MNDY) Klarna Group (KLAR) SuperWalk (GRND) Grab Holdings Limited Class A Ordinary Shares (GRAB) Taiwan Semiconductor (TSM) Apple, Inc. (AAPL) Palantir (PLTR) Trade Desk, Inc. (TTD) Nebius Group N.V. Class A Ordinary Shares (NBIS) Apollo Global Management, Inc. (APO) Blue Owl Capital, Inc. (OWL) Carvana Co. (CVNA) Duolingo, Inc. Class A Common Stock (DUOL) Alibaba Group (BABA) IREN Limited (IREN) Coldstack (CLS) Synopsys, Inc. (SNPS) Tesla, Inc. (TSLA) DLocal Limited Class A Common Shares (DLO) ZetaChain (ZETA) Confluent, Inc. Class A Common Stock (CFLT) Elastic N.V. (ESTC) Tenable Holdings, Inc. (TENB) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Okta Inc (OKTA) Blackstone, Inc. (BX) Robinhood Markets, Inc. (HOOD) FIRST NB GROTON NY (FIGR) Strategy (MSTR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) PayPal Holdings Inc (PYPL) Salesforce Inc (CRM) Sphere Entertainment Co. (SPHR) Howard Hughes Holdings Inc. (HHH) TALEN ENERGY CORP (DE) (TLN) Graphic Packaging Holding Company (GPK) Cipher Mining Inc. Common Stock (CIFR) Affirm Holdings, Inc. Class A Common Stock (AFRM) Sezzle Inc. Common Stock (SEZL)
Top Social Posts
Top posts by engagements in the last XX hours
"Holy Fuck $MNSO"
X Link 2025-08-23T06:24Z 30.1K followers, XXX engagements
"I'm max bullish on $PDD $DLO $FOUR $ZETA And the last X are huge short squeeze candidates lol $DLO XX% SI $FOUR XX% SI $ZETA XX% SI"
X Link 2025-08-26T04:08Z 30.1K followers, 1222 engagements
"$MPNGY Meituan SOTP DCF $XXX Would you buy this stock Or is it a falling knife"
X Link 2025-08-28T04:16Z 30.1K followers, XXX engagements
"MY M&A PREDICTIONS H2 2025 DevOps: $GTLB by a strategic (eg $AMZN Anthropic etc.) $CFLT by Fransisco Partners $ESTC by Bain Cap $PD () by TPG Cyber: $S by Vista $OKTA by Blackstone $TENB by A-KKR SaaS: $MNDY by Thoma Bravo $CLBT by KKR These companies are just too cheap. PE can easily lever up optimize P/L + balance sheet and run financial engineering then flip it back to market in X years"
X Link 2025-09-03T04:17Z 30.1K followers, 4134 engagements
"$WISE Square Peg Long Thesis"
X Link 2025-09-03T09:06Z 30.1K followers, 1711 engagements
"Ironically Rightmove stock price has almost tracked London house prices 1:1 lol Flat since 2019 $RMV"
X Link 2025-09-24T07:06Z 30.1K followers, XXX engagements
"HOLY FUCK Dominos down -XX% the Italians are jumping for joy rn note to self: don't buy an overpriced cyclical consumer discretionary piece of shit $DMP.AX"
X Link 2025-09-29T04:57Z 30.1K followers, 69.5K engagements
"The beauty with $TLT is it's super long duration and virtually nothing short run impacts it. It's all about the macro 20/30/40 years out. It is a virtual certainty that the USA will follow Japan's rate path in the 80s/90s. AI is the most deflationary force known to mankind"
X Link 2025-11-21T03:52Z 30.1K followers, XXX engagements
"The canary in the coalmine All the publicly listed PE shops. $BX $KKR $APO $CG $OWL etc. They're all down XX% from peak"
X Link 2025-11-21T07:03Z 30.1K followers, XXX engagements
"The quality/dogshit lender spread trade Long $apo Short $owl Self explanatory. Apollo underwrote quality loans. Blue owl underwrote data center trash"
X Link 2025-11-24T05:53Z 30.1K followers, XXX engagements
"Full rankings and breakdown from the Robinhood Pick a ticker competition here:"
X Link 2025-11-24T22:46Z 30.1K followers, XXX engagements
"Anyone long $WDAY Yes the product is shit Yes SaaS has been murdered and DOA Stock has wipsawed around recently Viking used to have a huge position (but dumped into year) Elliott currently going "full activist" on it low teens rev growth/margins 15x XX EBITDA"
X Link 2025-11-28T05:14Z 30.1K followers, XXX engagements
"Fintwit feels very toxic lately. People ripping out @Citrini7 for only having a XXX% stake in $GOOG despite victory lapping it and becoming a glorified ETF with too many holdings and for his medtech micro cap picks People ripping out @dylan522p and @SemiAnalysis_ for writing too much / their $goog TPU piece was too bearish $NVDA and the $NVDA longs went after him People ripping out @jukan05 for supposedly faking the $nvda Q&A rebutting Michael burrys picks People ripping out @blondesnmoney for i dont even remember but some fund manager went after him People going after @lord_fed for I cant"
X Link 2025-11-29T21:03Z 30.1K followers, 69.3K engagements
"The last time XX year yields were structurally high (above 4%) was XX years ago. You got destroyed when you bought bonds at record low yields then saw them rip. You made a killing buying long bonds when yields were high then collapsed towards 0%. Aka now. $tlt $tnx $zroz $ief"
X Link 2025-11-30T02:21Z 30.1K followers, XXX engagements
"ALSO a few other top mentions Long $klar Pain in consumer is good for loan sharks like BNPL. Tragically the middle class consumer is weakening. Assuming they dont get TOO weak or the economy doesnt actually nuke $klar continues to grow the loan book with reasonable default %"
X Link 2025-11-30T21:51Z 30.1K followers, 4094 engagements
"Klarna was a recent IPO too and has done nothing but bleed so may present a buying opportunity soon. $FIG is in the same boat - down big since IPO and valuation isnt super super egregious when it went out. Could present a long opportunity in 2026"
X Link 2025-11-30T21:53Z 30.1K followers, 3139 engagements
"Anyone got any views on the somewhat recent IPO of Blockchain lender $FIGR They just have insane metrics. Like out of this world. And Druckenmiller is long. Hmmmmm this could be my pick for 2026 Zoomers"
X Link 2025-11-30T23:01Z 30.1K followers, 1585 engagements
"Note to self: the $FIGR lockup ends March XX 2026 btw Do not buy the stock before this. @RemindMe_OfThis in X months"
X Link 2025-11-30T23:47Z 30.1K followers, XXX engagements
"Does anyone else randomly run 1000% gross exposure just because $IBKR is dumb enough to give it to you just to see if you can handle the heat Just me Oh okay. 😭"
X Link 2025-12-01T01:12Z 30.1K followers, XXX engagements
"@MartinShkreli Trade 7: Long Travel Normalization. Rationale: Post-disruption recovery. Positioning: Long travel basket: $PLYA. Profitable Trade Yes (marginally). Commentary: $PLYA benefited from sustained demand normalization. But travel has generally been weak-ish"
X Link 2025-12-01T01:22Z 30.1K followers, 5194 engagements
"@MartinShkreli Trade 9: Long/Short Pet Care Reset. Rationale: Post-COVID normalization. Positioning: Long $CHWY $CENT; short $WOOF. Profitable Trade Yes. Commentary: Net positive from $CHWY (marginaly up) and short $WOOF (-20%) offsetting $CENT (-10%) as pet spending stabilizes"
X Link 2025-12-01T01:24Z 30.1K followers, 4525 engagements
"@MartinShkreli Trade 10: Long Drones / Short Ag Equipment. Rationale: Precision ag vs. conventional. Positioning: Long drone basket; short $AGCO. Profitable Trade No. Commentary: $AGCO has ripped this year. You can't win em all. Esp on the short side"
X Link 2025-12-01T01:25Z 30.1K followers, 4458 engagements
"@MartinShkreli Trade 19: Long Banks & Financials. Rationale: Regionals & fast finance (incl. KRE UWMC). Positioning: Long $KRE $UWMC; short Euro banks. Profitable Trade No. Severe losses. Commentary: $KRE up 5%. Euro banks ripped 60%+. Significant losses on this pair trade"
X Link 2025-12-01T01:42Z 30.1K followers, 3476 engagements
"@MartinShkreli Trade 20: Long Payments & Fintech. Rationale: Dereg & remittances growth. Positioning: Long payments basket: $FIS $GPN $PAYO. Profitable Trade Definitely not. Huge losses. Commentary: Payments companies got absolutely destroyed this year. Probs the worst trade of all"
X Link 2025-12-01T01:43Z 30.1K followers, 3605 engagements
"what would fix the dating epidemic"
X Link 2025-12-01T07:46Z 30.1K followers, XXX engagements
"definitely not dating apps lol short $BMBL $MTCH $GRND"
X Link 2025-12-01T07:47Z 30.1K followers, XXX engagements
"Bonds are cheap. $TLT Equities are expensive. $SPY No other way to slice it"
X Link 2025-12-02T00:33Z 30.1K followers, 1552 engagements
"Sus institutional flow into $TLT calls today. 94C for 12/31 expiration $263k premium If $TLT closes $XXXXX by EoY those contracts are worth $1.4m (500% return) in XX days. lmao. Does someone know something"
X Link 2025-12-02T02:22Z 30.1K followers, 1360 engagements
"@coatuemgmt Coatue being balls deep long the "OpenAI Complex" seeing " $GOOG complex" rip"
X Link 2025-12-03T00:04Z 30.1K followers, 1802 engagements
"The Big Bond Bull Bear Case of 2026: XX Charts to Consider🧵 X. $TLT returns since inception. It has been dead money for XX years. If not now then when"
X Link 2025-12-03T06:09Z 30.1K followers, 2600 engagements
"Just go 2x leverage $MSTR ( $MSTX) Speedrun to $X Fastest way to win the competition IMO"
X Link 2025-12-04T00:58Z 30.1K followers, 1283 engagements
"This is the kinda thing that happened in 2007 btw I remember the stories about Blackstone's Steve Schwarzman wanting to offload half of the overvalued real estate he'd just overpaid from EOP (after outbidding Vornado) With ZERO daylight from transaction close. Same vibes"
X Link 2025-12-04T01:01Z 30.1K followers, XXX engagements
"Jensen Huang on Joe Rogan. It's so over"
X Link 2025-12-04T01:31Z 30.1K followers, 1981 engagements
"The lowest IQ person you know just made millions today"
X Link 2025-12-04T22:20Z 30.1K followers, 50.7K engagements
"Jesus fucking Christ"
X Link 2025-12-05T10:23Z 30.1K followers, 9982 engagements
"@RemindMe_OfThis in X days"
X Link 2025-12-06T05:06Z 30.1K followers, XXX engagements
"We definitely short $cvna here right"
X Link 2025-12-08T01:35Z 30.1K followers, XXX engagements
"The fintwit EM darlings are all getting aggressively sold off $SE $GRAB $MELI Is this a "buy the dip" moment or stay tf away until we get a real capitulation"
X Link 2025-12-09T01:26Z 30.1K followers, XXX engagements
"The S&P XXX is trading on a price to sales ratio of 3.4x Equities are now trading at record valuations. Far above standard deviation bands. Yet the largest constituents have become LOWER margin as they ramp up capex spending. Higher margin = higher valuation. Lower margin ="
X Link 2025-12-09T05:42Z 30.1K followers, XXX engagements
"This is like a modern day OG Warren Buffett cigar butt $adbe"
X Link 2025-12-09T10:58Z 30.1K followers, XXX engagements
"@StPeteBrando @sama That work goes to consulting firms like Accenture or MBB/big X Which are X% of the GDP/employment they will be destroying via job losses and loss of household spending lol"
X Link 2025-12-09T11:09Z 30.1K followers, 5200 engagements
"How is Nick Fuentes a virgin at 27"
X Link 2025-12-09T11:31Z 30.1K followers, XXX engagements
"@john_scianna @sama Yep also true Altho I think Dario does just generally speak his mind on this stuff and calls it like he sees it I mean he worked at OpenAI and left when they were doing bullshit safety stuff lol"
X Link 2025-12-09T11:41Z 30.1K followers, 14.2K engagements
"@stevetuchner @sama Both happen simultaneously A small subset of equities scream higher on doubled net margins The rest of equities (particularly those tied to the consumer) collapse along with valuation multiples And the economy goes into a recession"
X Link 2025-12-09T12:00Z 30.1K followers, 6407 engagements
"@MataeQ @sama He wants to regulate the whole industry because thats his #1 reason for starting Anthropic - Safety. He literally left OpenAI because of safety concerns. Its his whole reason for starting Anthropic in the first place"
X Link 2025-12-09T12:04Z 30.1K followers, XXX engagements
"If OpenAI or SpaceX actually gets a $1T+ IPO off I'm actually hitting the "selling everything" button on IBKR"
X Link 2025-12-09T23:15Z 30.1K followers, XXX engagements
"Imagine if the fed doesn't cut rates tomorrow"
X Link 2025-12-09T23:31Z 30.1K followers, XXX engagements
"What if $ORCL and $ADBE both miss earnings AND the fed implodes the market Could be pretty bloody. Bookmark it"
X Link 2025-12-09T23:56Z 30.1K followers, XXX engagements
"Meritech think $ADBE is an AI winner 🤔"
X Link 2025-12-10T00:03Z 30.1K followers, XXX engagements
"The masculine urge to full port into $SE and $MELI and go to sleep for X years"
X Link 2025-12-10T00:06Z 30.1K followers, XXX engagements
"I think about this often"
X Link 2025-12-10T00:39Z 30.1K followers, XXX engagements
"FWIW @Jason made some good trades Imagine if he went in size into $WBD"
X Link 2025-12-10T00:40Z 30.1K followers, XXX engagements
"brb max leveraged long $ASTS $RKLB"
X Link 2025-12-10T01:14Z 30.1K followers, 1303 engagements
"The Fintwit Fifteen (Consensus non-consensus picks) $PYPL - PayPal $DUOL - Duolingo $FOUR - Shift4 $FI - Fiserv $NVO - Novo Nordisk $AMZN - Amazon $GTLB - Gitlab $META - Meta $NVDA - NVIDIA $TSM - TSMC $ADBE - Adobe $CRM - Salesforce $SE - Sea $MELI - MercadoLibre $GRAB - Grab"
X Link 2025-12-10T03:07Z 30.1K followers, XXX engagements
"I squinted and thought that was Candace Owens for a second lol"
X Link 2025-12-10T04:00Z 30.1K followers, XXX engagements
"Long $xle Short $nvda"
X Link 2025-12-10T04:07Z 30.1K followers, XXX engagements
"Do you think JPM hired Todd just as a favor to Buffett No way this dude gets an exit opp with the horrendous track record he has right Seems like a golden parachute from Jamie Dimon himself"
X Link 2025-12-10T05:39Z 30.1K followers, XXX engagements
"Jordan Peterson walked so Nick Fuentes could run I guess"
X Link 2025-12-12T03:31Z 30.1K followers, XX engagements
"China Comps July 2025 Robotics + AI + Semis are on the high end of valuation range Mega caps on the bottom end of valuation range $JD $DIDIY $PDD $BABA $BIDU $MPNGF Majority of the comps are expecting relatively high topline growth and robust margin profiles All up big YTD"
X Link 2025-07-24T02:59Z 30.1K followers, 1293 engagements
"Josh Kushner just oozes aura"
X Link 2025-10-14T19:00Z 30.1K followers, 11.1K engagements
"@buccocapital Yeah I got fucked on $four You were right there bucco lol"
X Link 2025-10-29T12:12Z 30.1K followers, 1594 engagements
"The Top Fund Manager Picks for 2026 Longs $SPHR Sphere Entertainment Mike Jacobellis $AXTA Axalta Coating Systems Bill Jackson $HHH Howard Hughes Holdings Bill Ackman $ARW Arrow Electronics Ben Rauch $ADMA ADMA Biologics Scott Ferguson $TLN Talen Energy David Rosen $RARE Ultragenyx Pharmaceutical Shaun Zanganeh $GPK Graphic Packaging David Einhorn $VEU Vanguard FTSE All-World ex-US David Roberts $TQQQ ProShares 3x Nasdaq XXX Anthony Bozza $HOOD Robinhood Carson Block $QQQ Nasdaq XXX Paul Tudor Jones $MSFT Microsoft Alexis Ohanian $JOBY Joby Aviation Mark Galant $UUUU Energy Fuels Jim Payne /"
X Link 2025-11-24T22:45Z 30.1K followers, XXX engagements
"-30% in one month $mndy"
X Link 2025-11-25T12:46Z 30.1K followers, XXX engagements
"Eric Jackson's "Rising Dynasty" $BETR - Better Home & Finance $BTQ - BTQ Technologies $IREN - Iris Energy $CIFR - Cipher Mining $HUT - Hut X Mining $OPEN - Opendoor I couldn't pick a worse collection of shitcos if I tried. These are all complete dogshit"
X Link 2025-11-30T00:21Z 30.1K followers, 1036 engagements
"FWIW from GS: "CTA's will dump stocks in EVERY SINGLE SCENARIO over the next week and month including total sales of potentially more than $XX Billion.""
X Link 2025-11-30T23:39Z 30.1K followers, XXX engagements
"@MartinShkreli Trade 5: Long Shrinkage Digitization. Rationale: Retail digitization vs. losses (incl. DMRC). Positioning: Long digital solutions eg $DMRC. Profitable Trade No. Commentary: $DMRC has declined sharply (-80%) amid broader retail tech challenges. You can't win em all"
X Link 2025-12-01T01:19Z 30.1K followers, 5636 engagements
"@MartinShkreli Trade 13: Long Chart Industries. Rationale: Industrial gases focus. Positioning: Long $GTLS. Profitable Trade Yes (marginally). Commentary: $GTLS got acquired. Still a net positive trade"
X Link 2025-12-01T01:33Z 30.1K followers, 3916 engagements
"@MartinShkreli Trade 17: Long Arcutis Therapeutics. Rationale: Dermatology biotech. Positioning: Long $ARQT. Profitable Trade Yes. Crushed it. Commentary: $ARQT more than doubled on positive clinical data and market expansion in therapeutic dermatology. Biotechs FTW"
X Link 2025-12-01T01:37Z 30.1K followers, 3751 engagements
"Trade 18: Long Fiscal Policy Plays. Rationale: Dereg Ukraine MAHA food quality (incl. LQDT AVO etc.). Positioning: Long $LQDT $AVO $BRBR $SMPL $VITL $NGVC; short $UTZ $JJSF $SFM. Profitable Trade Yes net positive. Commentary: Longs got dumped (eg $BRBR (-60%) but shorts delivered gains ( $UTZ $JJSF $SFM all crushed)"
X Link 2025-12-01T01:39Z 30.1K followers, 3547 engagements
"Top Picks from the Robinhood Pick a ticker 2026 $HHH Howard Hughes Bill Ackman $QQQ Paul Tudor Jones $HOOD Carson Block (Short) $FLNC Fluence Energy Carson Block $GPK Graphic Packaging David Einhorn $MSFT Alexis Ohanian $CLS Celestica Mark Galant $SPHR Sphere Mike Jacobellis $TLN Talen Energy David Rosen $TQQQ 3x Nasdaq Anthony Bozza $JOBY Mark Galant $UUUU Energy Fuels Jim Payne $URA Uranium Giles Coppel $PCT PureCycle Michael Buckley $NVDL 2x Long $NVDA Anthony Bozza"
X Link 2025-12-01T04:13Z 30.1K followers, XXX engagements
"Bailout szn $nvda $snps"
X Link 2025-12-01T13:06Z 30.1K followers, XXX engagements
"I think youd make a LOT of money just buying the value pick out of the mag X every year. Eg $GOOG in June was the value pick of the Mag X $NVDA in 2023 was probs value. $meta at $XX was the value pick in 2022. Its probably also the value pick today $meta"
X Link 2025-12-02T21:26Z 30.1K followers, 6199 engagements
"Rolling list of long ideas I'm mulling over for 2026 Would love people's thoughts. Single Stock Names $META $AMZN $MELI $NVDA $DUOL $ADBE $TSMC Sectors Homebuilders energy nat gas payments SaaS BNPL (eg $KLAR $SEZL $AFRM) LATAM (eg $EWZ) buyout targets ( eg $GTLB $PD $FVRR $FIVN) healthcare Solar/ESG/shitco names (eg $TE $PCT etc) China (eg $BIDU $PDD $KWEB) Cybersecurity (eg $RBRK) Fannie/Freddie Utilities (eg $XLU grind continuing) "Quality "PE/Lenders (eg $APO $OWL) Water Banks Rare Earth Metals (think Trump continues reshoring eg $UUUU regardless of China deal) AI concentric circles (eg"
X Link 2025-12-03T01:10Z 30.1K followers, 6254 engagements
"Pack it up guys Maybe shitlab works in 2049 $GTLB"
X Link 2025-12-03T22:50Z 30.1K followers, XXX engagements
"What are the contra monster themes for 2026 Agentic AI SaaS (eg $CRM $PATH) Energy/Nat Gas (eg $EQT $XLE) ESG micro caps (eg $TE $PCT) PE/priv credit (eg $BX $APO $OWL) BNPL (eg $KLAR $AFRM $SEZL) AI healthcare (eg $ISRG $TEM) Robotics (eg $TER $SYM) Payments"
X Link 2025-12-03T23:00Z 30.1K followers, 1830 engagements
"To justify their current market caps todays largest companies would need to compound revenue EVERY YEAR over the next five years: $TSLA XX% $AVGO XX% $NVDA XX% $AMZN XX% $LLY XX% $AAPL XX% $MSFT XX% $GOOGL XX% $META XX% $TSM XX% $BRK.B 5%"
X Link 2025-12-03T23:42Z 30.1K followers, XXX engagements
"Famous last words (as a former $MNDY bagholder lmao)"
X Link 2025-12-04T04:25Z 30.1K followers, 2566 engagements
"Coinbase CEO Brian Armstrong: "You actually WANT insider trading" What the fuck"
X Link 2025-12-04T04:42Z 30.1K followers, 12.8K engagements
""Any sufficiently advanced technology is indistinguishable from magic." - Arthur C. Clarke"
X Link 2025-12-04T05:54Z 30.1K followers, XXX engagements
"So $ONDS is 3.4b market cap But did $XX MILLION in Q3 revenue. Will do $80m in NTM revenue Jesus Christ"
X Link 2025-12-05T00:38Z 30.1K followers, XXX engagements
"Think we're in an AI/Tech/Momentum market Long: Unprofitable tech Momo Uranium Nuclear Quantum Short: Staples Low volatility Low valuation Telcos Excellent new tool by @JaredKubin"
X Link 2025-12-05T01:28Z 30.1K followers, XXX engagements
"Disagree with consensus and think we're headed for a risk-off/defensive period Long: $DXY $TLT Staples High quality Secular growth Short: Unprofitable tech IPOs Momo Space Quantum Biotech Lots of diff scenarios. Epic"
X Link 2025-12-05T01:28Z 30.1K followers, 2458 engagements
"The rug is gonna get pulled on the $PATH guys isn't it I haven't seen a single bear out there. This thing was a piece of SHIT X months ago that nobody wanted to touch. "RPA is dead." This largely hasn't changed. I will be the token lone bear. (tho I am bullish $PATH lol)"
X Link 2025-12-05T06:54Z 30.1K followers, XXX engagements
"Lmao $four levering up the balance sheet even more These guys are doubling down on their M&A strategy Even when the market punishes the entire payments sector Gotta commend the conviction Lets see if it pays off for them"
X Link 2025-12-05T08:30Z 30.1K followers, 1676 engagements
"@CedarStResearch If long yields keep rising. equities NGMI"
X Link 2025-12-08T01:14Z 30.1K followers, 12.4K engagements
"And $CFLT is gone Was $IBM Francisco Partners but close enough Waiting on $ESTC $S $GTLB up next on the chopping block"
X Link 2025-12-08T04:14Z 30.1K followers, 1729 engagements
"Wen Stock Market Crash"
X Link 2025-12-09T03:26Z 30.1K followers, XXX engagements
"If Jamie Dimon runs in 2028 I am perma bullish US equities for the next decade. He is like Trump without the crazy. Would be an incredible president"
X Link 2025-12-09T08:16Z 30.1K followers, 3268 engagements
"Fintwit outperforming Warren Buffett by tailing Citrini and Semianalysis long ideas"
X Link 2025-12-09T08:48Z 30.1K followers, XXX engagements
"So $se and $grab are obvious longs here right You basically have a grip hold on the southeast Asian duopoly Both are cheap and high growth tech companies"
X Link 2025-12-09T11:21Z 30.1K followers, 1250 engagements
"Hot take but XX% $se XX% $amzn probs grossly outperforms in 2026"
X Link 2025-12-09T22:30Z 30.1K followers, XXX engagements
"SaaS companies are growing a lot slower than they used to"
X Link 2025-12-09T23:51Z 30.1K followers, XXX engagements
"FWIW if everyone is screaming on Fintwit about rising bond yields it's probably the bottom"
X Link 2025-12-10T00:28Z 30.1K followers, XXX engagements
"Remind me to never ever short stocks $pltr"
X Link 2025-12-10T02:12Z 30.1K followers, 1119 engagements
"Is it wrong if you get fired for getting frisky with a coworker (mutual consent)"
X Link 2025-12-10T02:33Z 30.1K followers, XXX engagements
"Gavin Baker's wife btw"
X Link 2025-12-10T02:43Z 30.1K followers, 20.8K engagements
"@PegasusFund Surely just jump on the Fintwit contrarian bandwagon of $MELI $SE etc"
X Link 2025-12-10T02:47Z 30.1K followers, XXX engagements
"Wont be a buy until $pypl starts catching a bid Until then. fintech and $four are dead"
X Link 2025-12-10T12:56Z 30.1K followers, 1129 engagements
"Were so back"
X Link 2025-12-10T20:38Z 30.1K followers, XXX engagements
"Analyzing Citrini's XX trades for 2025🧵 (admittedly there's another month to go but I'm impatient)"
X Link 2025-12-01T01:00Z 30.2K followers, 57.6K engagements
"Can't help but think $MSFT crushes it in 2026"
X Link 2025-12-10T23:52Z 30.2K followers, 1273 engagements
"Stocks I like headed into 2026: Large/Mega Caps $SE $MELI $NVDA $TSM $META $DASH $ADBE $NOW SMID Caps $BIDU $TE $DLO $ZETA $FOUR $GRAB $TTD $GEN $KSPI $KLAR"
X Link 2025-12-12T00:55Z 30.2K followers, XXX engagements
"Jeff Gundlach on 2026 Positioning TLDR: Long the belly (2-10 year maturities) Long commodities Long $GLD Long high-quality fixed income Long EM fixed income Long non-US equities Short USD $DXY Short long-duration $TLT Short private credit Short high yield"
X Link 2025-12-13T03:27Z 30.2K followers, 1003 engagements
"Bill Ackman got streamsniped 😭😭😭"
X Link 2025-12-09T13:21Z 30.2K followers, 1805 engagements
"Your top X stock ideas for 2026"
X Link 2025-12-10T23:11Z 30.2K followers, XXX engagements
"If you can believe it - the Google Complex is even worse lmfao Absolutely fallen off a cliff. -X% today. $GOOG $LITE $TTMI $AVGO $CLS"
X Link 2025-12-13T03:51Z 30.2K followers, XXX engagements
"$GRND Grindr CEO is a gay Johnny Sins"
X Link 2025-09-07T07:33Z 30.2K followers, 1345 engagements
"be Michael Burry born 1971 in San Jose CA age X get eye cancer lose the whole thing rock a glass eye have no depth perception but still play football high school: Santa Teresa ace everything zero friends (for the character arc) 1990s: UCLA econ + pre-med obsessed with stocks start posting value picks on obscure forums become message board mod get noticed by Vanguard and Joel Greenblatt start a fund 1997: Vanderbilt med school MD achievement unlocked Work as a doctor while moonlighting as Dr. Doom on stock forums Stanford residency in neurology gets bored of med quit med career take entire"
X Link 2025-11-27T05:30Z 30.2K followers, 3M engagements
"thought it was time to run my "Rule of XX Dirt Cheap" screener: XX% NTM revenue growth XX% FCF margins XX% EBITDA margins 6x NTM EV/Revenue $TEAM Atlassian $AVPT Avepoint $CLSK Cleanspark $DUOL Duolingo $GEN Gen Digital $GLBE Global-e $GRND Grindr $KSPI Kaspi $TKO TKO"
X Link 2025-11-30T00:37Z 30.2K followers, XXX engagements
"Tinder vs Bumble"
X Link 2025-12-06T04:41Z 30.2K followers, 2437 engagements
"Anthropic's CEO Dario Amodei: "AI will wipe out half of all white collar jobs and spike unemployment to 10-20% in the next 1-5 years." He's known for being honest (that's why he left OpenAI). He DGAF and doesn't sugar coat it like @Sama. He knows AI is net negative for growth"
X Link 2025-12-09T01:16Z 30.2K followers, 673.4K engagements
"Wouldnt a l/s spread trade of: Long hyperscalers $msft $goog $amzn Short overlevered risky shitcos $crwv $orcl $nbis Work All will go up/down together But shitcos go down far more"
X Link 2025-12-11T04:55Z 30.2K followers, XXX engagements
"wanna go long Nextdoor for the single reason Sarah Friar was the ex CEO $NXDR"
X Link 2025-12-11T11:08Z 30.2K followers, XXX engagements
"Imagine comping Nextdoor to Reddit lmfao $NXDR $RDDT"
X Link 2025-12-11T11:11Z 30.2K followers, 1634 engagements
"This is the craziest thing Ive ever seen"
X Link 2025-12-11T11:45Z 30.2K followers, 47.5K engagements
"Be Sam Gibson Be born in 2001 (Gen Z) Graduate from UNL in 2023 (3.7 GPA) Beta Theta Pi Forbes 30u30 First job out of uni - CEO of Hadron Energy Somehow understand Nuclear Vaporware Company is XX months old. Goes public via SPAC at $1.2b Valuation $GIG"
X Link 2025-12-12T00:30Z 30.2K followers, XXX engagements
"One day soon the entire tech space is gonna nuke When ppl realize every single hyperscaler's FCF will look like this for the next decade $META $AMZN $MSFT $GOOG $ORCL $QQQ"
X Link 2025-12-12T02:26Z 30.2K followers, 42K engagements
"Dead money for X months $nvda"
X Link 2025-12-12T23:02Z 30.2K followers, XXX engagements
"@rev_cap Nah t'was a shitpost $ORCL and $CRWV gotta be the top #1/2 short targets if this AI trade really unwinds Think Sam Altman is bullshitting with $1.4T capex commits when he's barely doing $20b run rate rev and tapping out at 800m WAU lol"
X Link 2025-12-13T00:00Z 30.2K followers, 5662 engagements
"@michaeljburry Short $GME"
X Link 2025-12-13T01:45Z 30.2K followers, 8917 engagements
"Update: OpenAI Complex getting absolutely decimated. -X% today. Gonna be absolute carnage on Monday. $MSFT $AMD $NVDA $CRWV $SFTBY $ORCL"
X Link 2025-12-13T03:47Z 30.2K followers, 1432 engagements
"how the fuck is the $VIX still on a XX handle"
X Link 2025-12-13T04:00Z 30.2K followers, XXX engagements
"$grnd Grindr has virtually zero costs. X. $aapl pass through fees X. $amn AWS cloud hosting costs X. Employee headcount (which is low) Thats it. The beauty of the platform marketplace business model is that you can literally 10x your revenue without adding any COGS"
X Link 2025-09-09T23:24Z 30.2K followers, 1987 engagements
"The slop bowl trade Long $CMG XX% YTD) Long $CAVA (-57% YTD) Long $SG (-79% YTD) Oversold and will bounce on short covering"
X Link 2025-11-25T22:03Z 30.1K followers, 1007 engagements
"Trade 1: Short Homebuilders. Rationale: Bearish on oversupply & pricing declines. Positioning: Short $DHI $LEN $BLDR $DFH. Profitable Trade No. Commentary: Homebuilders have bounced recently on rate cut bets and many are green YTD. More bullish than bearish into 2026"
X Link 2025-12-01T01:04Z 30.1K followers, 6959 engagements
"@MartinShkreli Trade 6: Long Legacy TV Media. Rationale: Rebound thesis. Positioning: Long $MGNI. Profitable Trade No. Commentary: $MGNI has lagged YTD due to persistent ad market fragmentation delaying the anticipated legacy media recovery. adtech has been slaughtered (eg $TTD)"
X Link 2025-12-01T01:20Z 30.1K followers, 5552 engagements
"@MartinShkreli Trade 8: Long Counter-Unmanned Tech. Rationale: Electronic warfare evolution. Positioning: Long defense tech basket (eg $PLTR). Profitable Trade yes. Commentary: Defense tech is all the rage"
X Link 2025-12-01T01:23Z 30.1K followers, 4752 engagements
"Bond yields ripping across the world. This is not bullish"
X Link 2025-12-02T01:12Z 30.2K followers, 1155 engagements
"Are Japanese bond yields meant to be correlated to US bond yields $TLT"
X Link 2025-12-02T05:17Z 30.2K followers, XXX engagements
"Remembering the last time $gtlb reported earnings"
X Link 2025-12-02T20:43Z 30.2K followers, 2807 engagements
"Shitlab strikes again $gtlb"
X Link 2025-12-02T21:30Z 30.2K followers, 3487 engagements
"nikita just admitted he doxxed everyone to sell more ads"
X Link 2025-12-02T23:01Z 30.2K followers, 1038 engagements
"Jerome Powell confirmed taking an exit opportunity as a boiler room DJ in Berlin"
X Link 2025-12-03T10:48Z 30.2K followers, XXX engagements
"Long. Yields. Are. Far. Too. High. $TLT"
X Link 2025-12-04T01:42Z 30.1K followers, 2074 engagements
"Broken Compounders $SNPS Synopsys $CVLT Commvault $MSTR Strategy $KTOS Kratos $CDE Coeur Mining $SMCI Super Micro $ELF e.l.f. Beauty $CELH Celsius $FFIV F5 $HIMS Hims & Hers $RIOT Riot Platforms $MARA MARA $ASTS ASTS $MP MP Materials $ORCL Oracle"
X Link 2025-12-04T03:36Z 30.2K followers, XXX engagements
"why is this dumb shit going viral"
X Link 2025-12-04T06:32Z 30.1K followers, 14.1K engagements
"Short $gtlb I guess"
X Link 2025-12-06T01:39Z 30.2K followers, XXX engagements
"The fed expected to announce $45b of QE (bill purchases) on Wednesday"
X Link 2025-12-07T00:04Z 30.2K followers, XXX engagements
"Trump hires Bessent Bessent needs to refinance the US debt Bessent needs lower long yields Bessent tells Trump Trump puts Hassett in as Fed chair Trump tells Hassett to do YCC (buy long term bonds) Hassett starts YCC Long yields drop Bessent refinances debt"
X Link 2025-12-08T07:46Z 30.2K followers, 2061 engagements
"Does the Goldman Sachs AI Leaders Basket continue to outperform The X AI stocks: Nvidia $NVDA Palantir $PLTR Oracle $ORCL Microsoft $MSFT Vertiv $VRT GE Vernova $GEV Constellation $CEG Vistra $VST Since the launch of ChatGPT in 2022 this basket has returned XXX% a year"
X Link 2025-12-09T05:55Z 30.2K followers, XXX engagements
"Hot take but $MELI will be the #1 best performing mega cap of 2026"
X Link 2025-12-10T22:40Z 30.2K followers, XXX engagements
"Big tech overnight"
X Link 2025-12-11T03:02Z 30.2K followers, 3988 engagements
"Crypto investors this year"
X Link 2025-12-11T05:03Z 30.2K followers, 1367 engagements
"The one-way bet for the rest of the decade LONG POWER. Independent power producers (eg $NEE $VST $CEG) can charge whatever they want. Hyperscalers are going balls deep to secure future supply (often paying 2/3/4x spot nuclear prices)"
X Link 2025-12-01T23:09Z 30.2K followers, 4386 engagements
"Guess who just picked up $TLT calls for the first time in years. Yeah - George Soros. Wouldn't surprise me if Stan Druckenmiller was also long duration"
X Link 2025-12-06T06:49Z 30.2K followers, 6567 engagements
"Did someone say $AMBA"
X Link 2025-12-10T01:15Z 30.2K followers, XXX engagements
"OpenAI complex in full unwind mode $msft down $NVDA down $orcl down $crwv down $amd down"
X Link 2025-12-10T23:03Z 30.2K followers, 2321 engagements
"Will post a deeper dive soon But Im almost certain the $nvda killer already exists in China And $bidu owns a XX% stake in it. Its currently hiding in the long term investments line on the balance sheet at at cost ($1.5b) But Im pretty sure Kunlun Xin could be worth $50b"
X Link 2025-08-16T11:57Z 30.2K followers, 14.4K engagements
"Steve Jobs daughter btw"
X Link 2025-10-02T00:55Z 30.2K followers, 133.6M engagements
"Wow $WISE.L taken to the woodshed This thing is everyone's favorite travel companion Yea yea maybe it's commoditized But ultimately it's stealing flow from the other banks/FX providers Chart is cooked but looks prime for a bounce"
X Link 2025-11-28T05:17Z 30.2K followers, XXX engagements
"China tech basically been trading flat for the last X months $BABA $PDD $BIDU $JD $KWEB $BILI etc. unclear whether this continues ripping given China macro isn't doing too well (and stimulus has yet to materialize)"
X Link 2025-11-28T05:33Z 30.2K followers, 1091 engagements
"6 long ideas for 2026 Long $adbe SaaS has been indiscriminately sold off this year and any unwind in the AI trade is likely to be positive for legacy SaaS. $adbe trades at c. 10x EBITDA and is best placed to roll out AI into existing F500 and SMB clients. Long $nvda The death of NVIDIA by $avgo and $GOOG is overblown. $NVDA has barely started their dominance with Blackwell and Rubin and is currently trading at record low valuations vs the last X years (20x EBITDA). Technology follows power laws and always accrues to the #1 player. Thats $nvda. We are in the 3rd inning with AI. stay long the"
X Link 2025-11-30T21:17Z 30.2K followers, 50K engagements
"JPM: Baidus Hyperscaler Cloud Computing biz valued at $34b (vs 40b market cap today) AI cloud accounts for 1/4 of Baidu's core revenue. JP Morgan expects Baidu's GPU computing revenue to double in 2026. $bidu"
X Link 2025-12-02T04:02Z 30.2K followers, 2732 engagements
"The $GTLB long thesis vs the gitlab short thesis"
X Link 2025-12-02T23:35Z 30.2K followers, 4627 engagements
"How have we not been in a proper recession since 2009"
X Link 2025-12-04T11:17Z 30.2K followers, 1316 engagements
"Hot take but $adbe in 2026 is $Uber / $goog in 2025. Its time. Max long $adbe. Bookmark it"
X Link 2025-12-05T04:21Z 30.2K followers, 18.9K engagements
"@QualityInvest5 Exit $ASML and double down on $ADBE IMO"
X Link 2025-12-05T05:12Z 30.2K followers, XXX engagements
"Energy will work in 2026. $COP $CVX are monsters in waiting. Fundamental L/S HFs (like Adage) are already rotating into these factors. Bookmark it"
X Link 2025-12-05T06:05Z 30.2K followers, XXX engagements
"Imagine it's 1981 and you bought XX year bonds locking in a XX% return risk-free every year until you retired"
X Link 2025-12-07T07:49Z 30.2K followers, 200.9K engagements
"Do I dare call the bottom in $four The price is 6-7 😂😭😂😭😂😭😂😭"
X Link 2025-12-09T10:20Z 30.2K followers, XXX engagements
"be Gavin Baker get fired by Fidelity for sexual harassment marry a XX year old insubordinate coworker whos XX years younger than you Holy fuck how am I just finding out about this stuff now"
X Link 2025-12-09T21:32Z 30.2K followers, 145K engagements
"Another godlike short call from Felix First $se now $nbis This dude just doesnt miss"
X Link 2025-12-11T02:43Z 30.2K followers, 13.2K engagements
"Red Wedding: AI Edition $NBIS $CRWV $IREN $CIFR $APLD $CLSK"
X Link 2025-12-11T06:08Z 30.2K followers, 1057 engagements
"Lmfao WHAT $pdd"
X Link 2025-12-11T14:57Z 30.2K followers, 3235 engagements
"If you work in IB I would suggest taking the exit opp ASAP"
X Link 2025-12-12T02:05Z 30.2K followers, 260.4K engagements
"Starve long end = shorten supply of 30y treasuries = 30y bonds up (30y yields down) = Bessent can refi $10T of YS treasury debt coming off at ultra long duration @ low rates Kinda genius tbh"
X Link 2025-12-12T04:12Z 30.2K followers, XXX engagements
"Which biggest losers are tax loss harvesting contrarian buys $four $ttd $cmg come to mind"
X Link 2025-12-12T04:34Z 30.2K followers, XXX engagements
"The sleeper AI pair trade of 2026 Long infra $pave Short semis $sosx Investment thesis: The grid is the bottleneck. The chips are the surplus"
X Link 2025-12-12T05:02Z 30.2K followers, XXX engagements
"Black Monday. Bookmark it"
X Link 2025-12-12T23:16Z 30.2K followers, 67.7K engagements
"Hope you tailed Sydney Sweeney's option flow"
X Link 2025-12-13T01:30Z 30.2K followers, XXX engagements
"The point of bonds isnt to outperform equities. The point of bonds is to have cash at exactly the time everyone doesnt. Few. $tlt"
X Link 2025-12-13T04:40Z 30.2K followers, XXX engagements
"One day soon commodities will sell off along with the broader market And there will be nowhere to hide Except the dollar $dxy And US treasuries $tlt As god intended lmao"
X Link 2025-12-13T04:48Z 30.2K followers, XXX engagements
"Hot take #1 $MELI will outperform virtually all the mega caps in 2026. Growing revenue high 20s On XX% EBITDA margins Trading at 15x 2027 EBITDA Setup seems asymmetric"
X Link 2025-11-30T23:31Z 30.2K followers, 4192 engagements
"Holy fuck Jack Zhang is in deep shit with the CCP He just deleted all his tweets in the thread lol Paging the Airwallex cap table - come get your Chinese government spy before he gets thrown in jail like $BABA's Jack Ma (Side note: God he's an arrogant piece of shit)"
X Link 2025-12-02T06:45Z 30.2K followers, 4959 engagements
"Gitlab won't bottom until @dalibali2 capitulates 😇🥲 $GTLB"
X Link 2025-12-03T23:16Z 30.2K followers, 1150 engagements
"So OpenAI need roughly $300b to get to breakeven If they raise: $100b from the eventual IPO $40b from Softbank/Thrive/Altimeter etc. $110b from partners (eg $AMD $NVDA etc) $106b from creditors (eg Blue Owl) They make it. But that's a LOT of "IFs""
X Link 2025-12-07T02:33Z 30.2K followers, XXX engagements
"Cheat Sheet for bond yields and their impact on the yield curve"
X Link 2025-12-07T07:17Z 30.2K followers, 1032 engagements
"$1.5T valuation $24B 2026 revenue 63x revenue multiple"
X Link 2025-12-09T22:47Z 30.2K followers, 2529 engagements
"@PegasusFund Hilarious bc I know exactly which Fintwit accounts are long each of these $GTLB - @dalibali2 @Wiseman_Cap $MELI - @FromValue @davey_juice $SE - @GabGrowth @SixSigmaCapital $AMZN - @Investor_NICK_ @hoomansv $GOOG - @buccocapital @Citrini7 (I am too chronically online)"
X Link 2025-12-10T02:50Z 30.2K followers, XXX engagements
"Tin foil hat on Trump wins midterms Trump intentionally nukes the stock market Long yields drop like a rock Bessent refinances the $XX trillion of US treasury debt at low rates for many decades Trump does a complete XXX The stock market pumps back to all time highs"
X Link 2025-12-10T04:22Z 30.2K followers, XXX engagements
"Morgan Stanley's AI Robotics Baskets Robot Foundation Models: $TSLA $META $TM $BABA $TCEHY $NVDA $BIDU $GOOGL Simulation & Data Generation: $DASTY $SIEGY $TSLA $HXGBY $U $NVDA $META $GOOGL Vision/Sensors: $SIEGY $HXGBY $CGNX $SONY $ROK $KYCCF $APTV $SSNLF Compute: $QCOM $NVDA $CDNS $AMD $AMBA $ARM $INTC $SNPS $TSM $SSNLF $AAPL $SMICY"
X Link 2025-12-10T23:25Z 30.2K followers, XXX engagements
"My 2c on Mag X + Broadcom headed into 2026 $META - cheap $NVDA - cheap $AMZN - neutral $MSFT - neutral $AAPL - expensive $GOOG - expensive $TSLA - expensive $AVGO - expensive There's your long/short list boys and girls"
X Link 2025-12-10T23:31Z 30.2K followers, 1312 engagements
"All I'm hearing is that we need to buy the dip in the OpenAI complex $MSFT $ORCL $CRWV $AMD $NVDA"
X Link 2025-12-10T23:49Z 30.2K followers, 1102 engagements
"The boldest spread trade of 2026 Long OpenAI Complex: $NVDA $SFBTY $ORCL $AMD $MSFT $CRWV Short Google Complex: $GOOG $AVGO $CLS $LITE $TTMI"
X Link 2025-12-10T23:52Z 30.2K followers, XXX engagements
"You don't see commodities rip this hard unless a crash is imminent. Just ask the 1970s"
X Link 2025-12-11T01:18Z 30.2K followers, 1931 engagements
"Easy shorts into 2026: $cvna $avgo $nbis $orcl $meta $amd $iren"
X Link 2025-12-11T02:45Z 30.2K followers, 3177 engagements
"Almost X trillion market cap on $avgo XX bagger in X years Its doing XX billion run rate revenue You know what to do"
X Link 2025-12-11T02:57Z 30.2K followers, XXX engagements
"Why is $ORCL price dropping Easy. Safra is selling. She's worth $X billion. She's mid 60s. She can see the CDS spreads blowing out. She can see the $XXX billion RPO is bullshit. She knows a market crash is coming. Why wouldn't she be dumping her stake Obvious"
X Link 2025-12-11T05:57Z 30.2K followers, 2676 engagements
"@Kaye815434 Nebius literally knifed -XX% a month after they removed the long idea lol The whole point of Hedgeye is to time the entry and exits. Not just buy and hold the whole way lmao"
X Link 2025-12-11T09:05Z 30.2K followers, XXX engagements
"I shorted the OpenAI Ecosystem BTW $msft $nvda $amd $crwv $orcl $sftby"
X Link 2025-12-12T04:06Z 30.2K followers, XXX engagements
"3. The third layer of the stack: Data Centers. While China tech giants will build some of their own Data Centers Another beneficiary will be cos that are contracted to build& run external data centers. There are X players in this layer: $GDS $VNET & Chindata (acquired by bain)"
X Link 2025-08-16T02:35Z 30.2K followers, 2768 engagements
"Ive literally never heard Chase Coleman (Tiger Global) speak This is the first and only public talk hes ever given to my knowledge"
X Link 2025-10-18T20:49Z 30.2K followers, 24.5K engagements
"The time to short $TLT was in 2020 when: 10Y Yields were 0.6%. Inflation was about to rip to 9%. The fed was about to hike XXX basis points. The economy was about to head into a recession. $TLT is already in a XX% drawdown. Shorting now when 10Y Yields are X% is fucking retarded"
X Link 2025-12-03T02:10Z 30.2K followers, 6917 engagements
"Bond yields down = bond prices up. Unless you think bond yields are going to go from: 10Y: XXX% - 5%+ 30Y: XXX% - 6%+ I can't see the why you would be short $TLT (other than to offset a long 1-3 month treasury position eg $SHY). The risk/reward seems negatively skewed"
X Link 2025-12-03T02:40Z 30.2K followers, XXX engagements
"Bond yields have acted weirdly the entire year. Growth is weakening. Inflation is falling. Unemployment is rising. These three factors would typically lead to lower yields on the lower end of the curve. Yet the long end is actually rising. Is it really Japan selling UST"
X Link 2025-12-07T01:41Z 30.2K followers, XXX engagements
"It's 1981 Volcker just raised interest rates to XX% You put your entire net worth into XX year bonds You hold these for XX years You retire on a beach You come back in 2011 You sidestepped the dot com bubble and the GFC You just made XXXX% a year risk-free for 30Y"
X Link 2025-12-08T01:06Z 30.2K followers, 226.5K engagements
"Jeff Gundlach: "I believe at X% the Fed will announce QE (aka buying long term bonds) and when they do you will have to be very quick and buy as much as you possibly could because it'll be just like when they announced buying corporate bonds during COVID. bonds ripped $TLT"
X Link 2025-12-08T01:23Z 30.2K followers, 525.3K engagements
"The $TLT long thesis in a nutshell"
X Link 2025-12-08T07:18Z 30.2K followers, 3526 engagements