# ![@1991Wolfpack Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::920395461650870273.png) @1991Wolfpack Jeff Wright

Jeff Wright posts on X about $nvda, nvda, $lly, hamas the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::920395461650870273/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::920395461650870273/c:line/m:interactions.svg)

- [--] Week [-------] +51%
- [--] Month [-------] -2.90%
- [--] Months [---------] +65%
- [--] Year [---------] -50%

### Mentions: [--] [#](/creator/twitter::920395461650870273/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::920395461650870273/c:line/m:posts_active.svg)

- [--] Week [---] -4.20%
- [--] Month [---] +107%
- [--] Months [-----] +138%
- [--] Year [-----] -33%

### Followers: [-----] [#](/creator/twitter::920395461650870273/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::920395461650870273/c:line/m:followers.svg)

- [--] Week [-----] +0.45%
- [--] Month [-----] +3.10%
- [--] Months [-----] +7.90%
- [--] Year [-----] +21%

### CreatorRank: [---------] [#](/creator/twitter::920395461650870273/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::920395461650870273/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [us election](/list/us-election)  [celebrities](/list/celebrities)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies) 

**Social topic influence**
[$nvda](/topic/$nvda), [nvda](/topic/nvda), [$lly](/topic/$lly), [hamas](/topic/hamas), [$crm](/topic/$crm), [$amzn](/topic/$amzn), [$smci](/topic/$smci), [$snow](/topic/$snow), [israel](/topic/israel), [$msft](/topic/$msft)

**Top accounts mentioned or mentioned by**
[@optionsmike](/creator/undefined) [@epictrades1](/creator/undefined) [@sentdefender](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@billackman](/creator/undefined) [@greedisgood70](/creator/undefined) [@geigercapital](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@elonmusk](/creator/undefined) [@ericldaugh](/creator/undefined) [@mrderivatives](/creator/undefined) [@jedimarkus77](/creator/undefined) [@wallstengine](/creator/undefined) [@mayhem4markets](/creator/undefined) [@kobeissiletter](/creator/undefined) [@johnkonrad](/creator/undefined) [@momangtrades](/creator/undefined) [@mukund](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@benioff](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Eli Lilly and Company (LLY)](/topic/$lly) [Salesforce Inc (CRM)](/topic/$crm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Snowflake Inc. (SNOW)](/topic/$snow) [Microsoft Corp. (MSFT)](/topic/$msft) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Starbucks Corporation (SBUX)](/topic/$sbux) [Intel Corporation (INTC)](/topic/$intc) [Advanced Micro Devices (AMD)](/topic/$amd) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Vixco (VIX)](/topic/$vix) [Boeing Co (BA)](/topic/$ba) [Walmart, Inc. (WMT)](/topic/$wmt) [Convex Finance (CVX)](/topic/$cvx) [Palo Alto Networks Inc (PANW)](/topic/$panw) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Netflix Inc (NFLX)](/topic/$nflx) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Fenerbahçe Token (FB)](/topic/$fb) [Apple, Inc. (AAPL)](/topic/$aapl) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Zscaler Inc (ZS)](/topic/$zs) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [MongoDB, Inc. (MDB)](/topic/$mdb) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Arista Networks Inc (ANET)](/topic/$anet) [MP Materials Corp. (MP)](/topic/$mp) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Oracle Corporation (ORCL)](/topic/$orcl) [GammaSwap (GS)](/topic/$gs) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Novo-Nordisk (NVO)](/topic/$nvo) [Roku, Inc. (ROKU)](/topic/$roku) [Tempus AI, Inc. (TEM)](/topic/$tem) [FORTUNA Silver Mines Inc. (FSM)](/topic/$fsm) [Barrick Gold Corp. (GOLD)](/topic/$gold) [GE Vernova Inc. (GEV)](/topic/$gev) [Iagon (IAG)](/topic/$iag) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Datadog Inc (DDOG)](/topic/$ddog) [Dell Technologies, Inc. (DELL)](/topic/dell) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Workday Inc (WDAY)](/topic/$wday) [McDonald's Corp (MCD)](/topic/$mcd) [CAVA Group, Inc. (CAVA)](/topic/$cava) [DisChain (DIS)](/topic/$dis) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [Sandisk Corporation (SNDK)](/topic/$sndk) [Copiosa Coin (COP2)](/topic/$cop)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$DB $CRZBF $EUFN - German banks start passing negative rates to retail clients Catalyst for further gains in #Gold; negative rates will drive heightened interest in gold. https://seekingalpha.com/news/3504207-german-banks-start-passing-negative-rates-retail-clientssource=tweet https://seekingalpha.com/news/3504207-german-banks-start-passing-negative-rates-retail-clientssource=tweet"  
[X Link](https://x.com/1991Wolfpack/status/1181207327019589633)  2019-10-07T13:59Z [----] followers, [--] engagements


"#Gold breaking out above $1500 on momentum & FOMO buying. Do not be surprised with pullback to $1490-1500 range next week on fundamentals interest rate expectations for [----]. Long $GLDLF $IAG $FSM $MTA $UAMY $GDXJ $PVG"  
[X Link](https://x.com/1991Wolfpack/status/1210218543192522753)  2019-12-26T15:19Z [----] followers, [--] engagements


"#Gold down continued panic selling; #FOMC statement at 2pm ET do not anticipate additional measures. Any corporate bailouts should include warrants to US Govt otherwise go to equity Mkts yourselves. Long $GLDLF $AUY $IAG $FSM $MUX $UAMY. Bounce back ahead for gold equities"  
[X Link](https://x.com/1991Wolfpack/status/1240257586982682626)  2020-03-18T12:43Z [----] followers, [--] engagements


""Airline cash grants by federal government could force carriers to take more debt" This is not what Congress approved said one industry executive Call your Congressman or don't take bailout doubt anyone will miss one bad airline. $SAVE $AAL $LUV https://www.cnbc.com/2020/04/11/airline-cash-grants-offered-by-federal-government-could-force-carriers-to-take-on-more-debt.html__source=sharebartwitter&par=sharebar https://www.cnbc.com/2020/04/11/airline-cash-grants-offered-by-federal-government-could-force-carriers-to-take-on-more-debt.html__source=sharebartwitter&par=sharebar"  
[X Link](https://x.com/1991Wolfpack/status/1248994501017907202)  2020-04-11T15:21Z [----] followers, [--] engagements


"This is an odd combination but do not follow either closely. $SVM & $NUPMF currently have same CEO Rui Feng not sure how he is going to manage silver mining in #China #Gold mining in Guyana and #silver development in #Bolivia. Too many moving pieces to interest my capital. Beaten down miners getting acquired for pennies on the dollar https://t.co/d5B5uAq4h7 Beaten down miners getting acquired for pennies on the dollar https://t.co/d5B5uAq4h7"  
[X Link](https://x.com/1991Wolfpack/status/1254740160434094082)  2020-04-27T11:52Z [----] followers, [--] engagements


"In depth analysis on $GLDLF. Haywood Research Analyst Colin Healey has initiated coverage on @GoldMiningInc. Contact your Haywood Investment Advisor for a copy. $GOLD.T #Gold #Mining https://t.co/wCRhPKnv33 Haywood Research Analyst Colin Healey has initiated coverage on @GoldMiningInc. Contact your Haywood Investment Advisor for a copy. $GOLD.T #Gold #Mining https://t.co/wCRhPKnv33"  
[X Link](https://x.com/1991Wolfpack/status/1270015450642911234)  2020-06-08T15:30Z [----] followers, [--] engagements


"US Equity market takes pause #Gold does not. Look for gold to power towards $1800 as US Dollar backs off & US-China tensions increase & #COVID19 cases begin to rise again. Long $GLDLF $HYMC $MUX $FSM $IAG $GOLD Looking to add more #Silver producers"  
[X Link](https://x.com/1991Wolfpack/status/1275789080366772224)  2020-06-24T13:53Z [----] followers, [--] engagements


"#Gold rising into weekend. No way in hell I am selling precious metals positions yet. #COVID19 cases rising US-China tensions US Dollar weakening another $1Trillion relief package gains momentum. Stick with Gold. Long $GLDLF $IAG $MUX $FSM $GOLD $HYMC"  
[X Link](https://x.com/1991Wolfpack/status/1276544328865681411)  2020-06-26T15:54Z [----] followers, [--] engagements


"@ByronYork Do not give @JohnKerry anymore bright ideas. If he is willing to sell out Israel our closest Middle East ally then He is perfectly ready to force Beef ban upon the rest of us. Tried Beyond Meat Burger once would rate between Truck Stop burger & generic frozen patty. No thanks"  
[X Link](https://x.com/1991Wolfpack/status/1386862111318437890)  2021-04-27T01:57Z [----] followers, [--] engagements


"@hmeisler @TheStreet Small position in $DKNG longer term more states and FED govt will legalize online sports gaming so to tax it. Like $DKNG over $PENN"  
[X Link](https://x.com/1991Wolfpack/status/1392872420705325059)  2021-05-13T16:00Z [----] followers, [--] engagements


"#Gold recovering back to flat this am & FED minutes coming later today. Food for thought; China has always liked gold as alternative asset class. Panic can lead to opportunity looking at $GOLD $CLF $X $FCX if sell off as well today. From the Trading Floors: -Equity index futures are lower across the board -Energy Materials Tech Consumer Disc. and Financials are leading lower with no sectors green -Crude gold and silver are lower - $BTC $33K falling sharply in the last hour - $VIX [-----] @MarketRebels https://t.co/19qGsgNy01 From the Trading Floors: -Equity index futures are lower across the"  
[X Link](https://x.com/1991Wolfpack/status/1395008098964697093)  2021-05-19T13:27Z [----] followers, [--] engagements


"@MarketRebels $PFE efficacy 95% & $MRNA efficacy 94%. Much better than $AZN Covid Vaccine 70% but with $NVAX around 90% not sure why stock is up 7% Maybe $NVAX is targeting outside US markets"  
[X Link](https://x.com/1991Wolfpack/status/1404423550576914435)  2021-06-14T13:00Z [----] followers, [--] engagements


"@OptionsMike Good solid quarterly report but low volatility. Closed out short $CVX puts on Friday for $0.01; would re-enter on a pullback below $106ish"  
[X Link](https://x.com/1991Wolfpack/status/1454873307434692609)  2021-10-31T18:10Z [----] followers, [--] engagements


"@OptionsMike Keep on shorting $AMZN puts each week since crappy earnings. Will continue to do so until actually get put some stock below $3250. Short $AMZN puts & short calls at $3800. Been range bound for awhile; probably will be thru end of year"  
[X Link](https://x.com/1991Wolfpack/status/1457425370681155584)  2021-11-07T19:11Z [----] followers, [--] engagements


"Great breakdown of materials [--] wind turbine requires. Steel: $CLF Copper: $FCX Aluminum $AA Rare Earths: $MP There are other materials companies these are the ones I follow. Just a few materials needed to make [--] wind turbine [---] tons of steel [---] tons of copper [----] tons of concrete [--] tons of aluminium [--] tons of rare earth elements UK to build thousands more wind turbines under governments energy strategy https://t.co/lof6BqNvHZ https://t.co/EYV8eu1Alt Just a few materials needed to make [--] wind turbine [---] tons of steel [---] tons of copper [----] tons of concrete [--] tons of aluminium [--] tons of"  
[X Link](https://x.com/1991Wolfpack/status/1510250444559458305)  2022-04-02T13:38Z [----] followers, [--] engagements


"@OptionsMike $CLF is going to be a positive cashflow engine for awhile in Steel business fully integrated thru the value chain. Long $CLF & short puts"  
[X Link](https://x.com/1991Wolfpack/status/1510637328028602376)  2022-04-03T15:16Z [----] followers, [--] engagements


"@BlueDuckCap $PTON article has ugly PIPE coming any day now between the lines. The capital would be there for at least $1B; but terms would probably be 8-10% discount plus 20-25% warrant coverage at 10% up. Doubt $PTON has to include board seat; not that type of deal. No position or interest"  
[X Link](https://x.com/1991Wolfpack/status/1522319897572913153)  2022-05-05T20:58Z [----] followers, [--] engagements


"@OptionsMike $COIN does not have a good business model & even before crypto world imploded the $COIN fees were too high for customers. No position or interest at these levels. Maybe if volatility exploded again and $COIN dropped into low $20s for a trade"  
[X Link](https://x.com/1991Wolfpack/status/1612128927937597442)  2023-01-08T16:47Z [----] followers, [---] engagements


"@OptionsMike Glad the market finally came around to my way of thinking figured 50bps in March over a month ago. Slow day overall $CRWD earnings after close. ACC Tournament kicked off this afternoon but only watching the late game tonight"  
[X Link](https://x.com/1991Wolfpack/status/1633207780046692354)  2023-03-07T20:47Z [----] followers, [---] engagements


"$CRWD Earnings Top & bottom line beat with guidance raised as well. EPS $0.47 vs $0.43 Rev $637.4M vs $624.68M Q1 Rev $674.9M - $678.2M vs $662.9M Est. [----] EPS $2.21 - $2.39 vs $2.01 Est. [----] REV. $2.96B - $3.01B $2.96B Est"  
[X Link](https://x.com/1991Wolfpack/status/1633213551396388867)  2023-03-07T21:10Z [----] followers, [---] engagements


"@OptionsMike $CRWD with very good report still elevated valuation but cybersecurity is one subsector of tech that is hot. EPS $0.47 vs $0.43 Rev $637.4M vs $624.68M Q1 Rev $674.9M - $678.2M vs $662.9M Est. [----] EPS $2.21 - $2.39 vs $2.01 Est. [----] REV. $2.96B - $3.01B $2.96B Est"  
[X Link](https://x.com/1991Wolfpack/status/1633213855001133060)  2023-03-07T21:11Z [----] followers, [---] engagements


"@KobeissiLetter $PACW is a Dead Bank Walking just no execution date set yet. Will be interesting to see how $ZION $TFC & $FITB react today. These are the most likely notable survivors in $KRE"  
[X Link](https://x.com/1991Wolfpack/status/1656633054285242369)  2023-05-11T12:11Z [----] followers, [---] engagements


"@mukund $CAVA is great fast casual option but needs to increase footprint quickly & cost effectively. Food is good ingredients high quality & decent value proposition. Does not have same intense portion control as $CMG does. Like the food doubt I would invest in $CAVA yet"  
[X Link](https://x.com/1991Wolfpack/status/1665891163901927425)  2023-06-06T01:19Z [----] followers, [---] engagements


"@OptionsMike $MSFT & $FB expand AI partnership. Good now that another AI presser is out of way. Maybe $MSFT can wrap up $ATVI later today"  
[X Link](https://x.com/1991Wolfpack/status/1681331516641808386)  2023-07-18T15:54Z [----] followers, [---] engagements


"@OptionsMike Have a good night. All I can definitely tell so far this week is if $NVDA disappoints the entire market is going to be impacted from Semis to AI to Datacenters to gaming. Waiting around for $ZM earnings. No clue why I bothered but I did"  
[X Link](https://x.com/1991Wolfpack/status/1693712051175313721)  2023-08-21T19:49Z [----] followers, [---] engagements


"$ZM beats. EPS $1.34 vs $1.05 Est. Rev $1.138B vs $1.11B Est. Guidance FY EPS $4.63 - $4.67 vs prior $4.25 - $4.31 FY Rev $4.49B - $4.50B vs prior $4.47B - $4.49B CEO Statement & Outlook: Eric Yuan highlighted new AI features & 31% YoY increase in operating cash flow"  
[X Link](https://x.com/1991Wolfpack/status/1693717526730154271)  2023-08-21T20:11Z [----] followers, [---] engagements


"@epictrades1 In $CRM & $SNOW. No interest in $TSLA at this price looks like buy rumor & sell news event"  
[X Link](https://x.com/1991Wolfpack/status/1729967289108160639)  2023-11-29T20:55Z [----] followers, [---] engagements


"@epictrades1 Good day to be long $CRM & $SNOW"  
[X Link](https://x.com/1991Wolfpack/status/1729973556874776597)  2023-11-29T21:20Z [----] followers, [---] engagements


"@StockMarketNerd $CRM report looks solid to me. Outstanding performance & expense containment working. Not concerned over rounding error Q4 Rev guide below estimates. Long $CRM & hedged but very small covered calls"  
[X Link](https://x.com/1991Wolfpack/status/1729977103817277832)  2023-11-29T21:34Z [----] followers, [---] engagements


"Regulators have their marching orders & I would anticipate in due course the CFPB OCC and DOJ will each oppose $COF buying $DFS. Discover is in last place for major credit cards but Democrats would rather see it flounder or fail than find a stronger buyer. The merger of @CapitalOne and @Discover threatens our financial stability reduces competition and would increase fees and credit costs for American families. This Wall street deal is dangerous and will harm working people. Regulators must block it immediately. The merger of @CapitalOne and @Discover threatens our financial stability reduces"  
[X Link](https://x.com/1991Wolfpack/status/1760011667147002149)  2024-02-20T18:40Z [----] followers, [---] engagements


"@StockMarketNerd $CAVA quarter was ok but do not see justification for it to be up 12%. I have been to Cava many times and like the Mediterranean Bowl concept and think plenty of growth ahead. Do not like the valuation right now need to see better results for this price"  
[X Link](https://x.com/1991Wolfpack/status/1762536521922445679)  2024-02-27T17:53Z [----] followers, [---] engagements


"$SNOW Good quarter but guidance is soft. EPS $0.35 vs $0.18 Est. Rev $774.7M vs $759M Est. Guidance Q1 [--] Product Rev $745M - $750M vs $769.5M Est"  
[X Link](https://x.com/1991Wolfpack/status/1762947976706609453)  2024-02-28T21:08Z [----] followers, [---] engagements


"@Geiger_Capital Liberty Strategic Capital Hudson Bay Capital Reverence Capital Citadel & certain members of the company's management will make a combined over $1B investment in $NYCB. PIPE done at $2 plus 60% cvt pref warrants at $2. Looks like an old school cram down PIPE"  
[X Link](https://x.com/1991Wolfpack/status/1765458470122176708)  2024-03-06T19:24Z [----] followers, [----] engagements


"@FIREDUpWealth All I can say is I did my part last quarter at $SBUX. There are only so many Lavender lattes a man can order. CEO Laxman Narasimhan interview on @CNBC this am was a trainwreck he sounded like a McKinsey consultant and not a leader. When a CEO loses @jimcramer it's really bad"  
[X Link](https://x.com/1991Wolfpack/status/1785712839354880195)  2024-05-01T16:48Z [----] followers, [---] engagements


"@OptionsMike $LULU firing Chief Product Officer is sign the bottom is not quite in for LULU. Women are either cutting back on apparel or just not buying $LULU probably too expensive vs lesser brand with similar quality. Middle end retail is really hurting and $LULU is big example"  
[X Link](https://x.com/1991Wolfpack/status/1795169490830794990)  2024-05-27T19:05Z [----] followers, [--] engagements


"$CRWD Overall good earnings and decent guidance some folks wanted more. EPS $0.93 vs $0.89 Est. Rev $921M vs $904.66M Est. Guidance Q2 EPS $0.98-$0.99 vs $0.91 Est. FY EPS $3.93-$4.03 vs $3.91 Est. Q2 Rev $958.3-$961.2M vs $954M Est. FY Rev $3.976B - $4.010B vs $4.0B Est"  
[X Link](https://x.com/1991Wolfpack/status/1798084999549489390)  2024-06-04T20:10Z [----] followers, [----] engagements


"@epictrades1 $CWD never heard of them. Also $ACN Accenture. RBC thinks consultants power by the hour are way to go with GenAI Odd but their opinion"  
[X Link](https://x.com/1991Wolfpack/status/1810047227647369517)  2024-07-07T20:24Z [----] followers, [---] engagements


"@StockMarketNerd $MSFT conference call is now pretty critical to get color on Cloud miss as well as guidance. Satya better bring his A game to the call; folks are very nervous"  
[X Link](https://x.com/1991Wolfpack/status/1818379861989409089)  2024-07-30T20:15Z [----] followers, [----] engagements


"@OptionsMike $SBUX with monster move on CEO firing & bringing in $CMG CEO. But the thrill will fade as new CEO Niccol has a lot to fix with mobile ordering changing consumer taste unionization and labor costs. If $SBUX pulls back to mid $80s it would be interesting to me again not at $94"  
[X Link](https://x.com/1991Wolfpack/status/1825201015869608390)  2024-08-18T16:00Z [----] followers, [---] engagements


"@OptionsMike Good Morning. CPI on deck & 0.2% m/m or 2.6% y/y. Core CPI 0.2% m/m or 3.2% y/y. $ENPH up & $DJT down after last night. I wonder why"  
[X Link](https://x.com/1991Wolfpack/status/1833839768578277850)  2024-09-11T12:07Z [----] followers, [---] engagements


"@epictrades1 $SMCI needs to deliver the 10-K & then the CFO along with Controller forced resignations. The $SMCI product announcements are great but folks have serious doubts about the financials as the saga continues. A $30B company should not have filings on par with a pink sheet stock"  
[X Link](https://x.com/1991Wolfpack/status/1843640755686199384)  2024-10-08T13:13Z [----] followers, [---] engagements


"Wow $TGT missed everything by a country mile & then some. For me $WMT $TGT as consumers at the lower end to even upper middle class still struggle with household expenses. Inflation is down but remember prices are not coming down just rate of inflation. $WMT is best retailer at offering value with low prices"  
[X Link](https://x.com/1991Wolfpack/status/1859214009825976707)  2024-11-20T12:35Z [----] followers, [---] engagements


"@epictrades1 I had forgotten about this until this am. Explains why $WDAY OTM calls expiring today have healthy bids with a little over [--] hrs to go"  
[X Link](https://x.com/1991Wolfpack/status/1865090586052636729)  2024-12-06T17:47Z [----] followers, [---] engagements


"@Geiger_Capital I saw earlier there was speculation either $WDAY or $APP were possibly getting added to S&P 500"  
[X Link](https://x.com/1991Wolfpack/status/1865131396177568033)  2024-12-06T20:29Z [----] followers, [----] engagements


"Good Morning & some decent college football bowl games yesterday. Watched Pitt lose to Toledo in 6th OT didn't watch [--] quarters though. Quantum Computing rocking: $RGTI & $QUBT. Not in either & largely momentum based. Keeping an eye on South Korea & $EWY as Acting President impeached. Make $VIX Great Again. https://twitter.com/i/web/status/1872645065719558174 https://twitter.com/i/web/status/1872645065719558174"  
[X Link](https://x.com/1991Wolfpack/status/1872645065719558174)  2024-12-27T14:05Z [----] followers, [---] engagements


"@BourbonCap The key for me is not just what each have today but where each are developing new production fields. $XOM & $CVX are locked into a battle over $HES and Guyana Stabroek offshore fields. Guyana production is estimated to grow to 1.3M mbd by 2030"  
[X Link](https://x.com/1991Wolfpack/status/1876638068620587444)  2025-01-07T14:32Z [----] followers, [---] engagements


"@TheCheugyShow @Keith_Wasserman I am aware but private fire services who can spray foam on and around a property need to be deployed hours before the arrival of a firestorm and if water mains are dry there is not much anyone or an external sprinkler system can do in the face of a 'Firenado'"  
[X Link](https://x.com/1991Wolfpack/status/1876988452098490564)  2025-01-08T13:44Z [----] followers, [---] engagements


"@epictrades1 It takes two to make a market but wasnt me. I went long $PLTR at $68.25 yesterday and if I am wrong will stop out around $62ish. Highly doubt $PLTR is going to Crash but stranger things have happened. 🤷🏻"  
[X Link](https://x.com/1991Wolfpack/status/1878119282179035358)  2025-01-11T16:38Z [----] followers, [---] engagements


"Dukes Mayo Hellmanns With Dukes you dont have to fake it @dukes_mayonnaise With Dukes you dont have to fake it @dukes_mayonnaise"  
[X Link](https://x.com/1991Wolfpack/status/1888800261914956083)  2025-02-10T04:00Z [----] followers, [---] engagements


"@greedisgood70 @OptionsMike I skipped $KO after $PEP falling on its face. I also never drink Coke & prefer Pepsi. One of my many unresolved issues"  
[X Link](https://x.com/1991Wolfpack/status/1889304922669146595)  2025-02-11T13:26Z [----] followers, [---] engagements


"I was in Mauritius in mid November at the Westin Turtle Bay Resort. Had dinner & one table away was group of [--] people. Wife remarked they were Americans; I glanced & instantly told her they are US Military Officers. 'How do you know' she asked. 'As an officer I can spot another a mile away.' Talked to one of officers in the buffet line. The group of [--] was in Mauritius for 4-5 days from US Naval Forces Europe to plan a future conference. I am all for collaboration & an occasional conference but Mauritius and sending [--] just to plan an event No clue how many attendees or budget for the actual"  
[X Link](https://x.com/1991Wolfpack/status/1889681609189659044)  2025-02-12T14:22Z [----] followers, [----] engagements


"Good. The Governor of NY & AG of NY have violated Federal law by effectively harboring illegal aliens. 🚨 Attorney General Pam Bondi announces charges have been filed against the state of New York Gov. Kathy Hochul AG Letitia James for failing to enforce immigration law: NY has chosen to prioritize illegal aliens over American citizens. It stops today. https://t.co/jwzUFoZzGD 🚨 Attorney General Pam Bondi announces charges have been filed against the state of New York Gov. Kathy Hochul AG Letitia James for failing to enforce immigration law: NY has chosen to prioritize illegal aliens over"  
[X Link](https://x.com/1991Wolfpack/status/1889806904005894161)  2025-02-12T22:40Z [----] followers, [---] engagements


"@OptionsMike Good Morning & Happy PPI Day for all celebrate. $APP pt raised across the street $470-$630 $RDDT CEO blames drop in DAU on $GOOGL algo change. Maybe true but lame excuse. $DDOG EPS & Rev beat Guides lower. No bueno. President Trump announcing reciprocal tariffs today"  
[X Link](https://x.com/1991Wolfpack/status/1890018246159642846)  2025-02-13T12:40Z [----] followers, [---] engagements


"@epictrades1 What in the world is ScotiaBank smoking $VKTX pt $102 with no Phase [--] results on the horizon that could impact stock. My understanding is [----] is a Phase [--] trial year with results next year. A $VKTX buyout right now would likely be in $70-80 range & hard sell much higher"  
[X Link](https://x.com/1991Wolfpack/status/1890020381140127990)  2025-02-13T12:49Z [----] followers, [----] engagements


"@Mr_Derivatives Same no idea what exactly $APP does and don't really care. It would spoil the fun at this point"  
[X Link](https://x.com/1991Wolfpack/status/1890044193625825514)  2025-02-13T14:23Z [----] followers, [----] engagements


"@mercoglianos Still early for a damage assessment of USS Truman and its starboard bow. Better hope elevator [--] incurred zero impact or damage depends where precisely the collision occurred"  
[X Link](https://x.com/1991Wolfpack/status/1890154257950921017)  2025-02-13T21:41Z [----] followers, [----] engagements


"Good Morning & Happy Friday. $ROKU good guidance & while still an M&A target IMO is making some aggressive moves. $ABNB upgrade to neutral from sell @ Goldman $PANW CEO Nikesh Arora said revenue boost in part to AI spending of customers. $PANW inline guide disappointed but I am adding to $PANW at lower levels"  
[X Link](https://x.com/1991Wolfpack/status/1890378070466453868)  2025-02-14T12:30Z [----] followers, [---] engagements


"@epictrades1 $UPST went with an ATM Weak but is a way to spread raise around to many IBs & make them feel included. As CEO or CFO I would have gone with an old-fashioned shelf deal with a less than 3% discount & 2% commission. Hit em & Forget em. Hedge Funds would prefer convertible"  
[X Link](https://x.com/1991Wolfpack/status/1890395611003773142)  2025-02-14T13:40Z [----] followers, [---] engagements


"Unless something changed in past [--] years or so the damage to the sponson doesn't look all that bad. The Sponson is owned by Auxiliary Division & the Cheng. The elevator lift wiring cables and equipment are not that close to exterior. Ship could be lucky that it's just a puncture and no impact on the aft elevator. USN Sixth Fleet Vice Admiral Anderson & Deputy Commander Rear Admiral Miller will get to bottom of this and quickly. I do find it surreal someone in my year group is a Vice Admiral I am getting older"  
[X Link](https://x.com/1991Wolfpack/status/1890429038516113755)  2025-02-14T15:52Z [----] followers, [---] engagements


"@JewishWarrior13 UNIFIL Soldiers are in 'Harm's Way'. What are the rules of engagement for UNIFIL Likely self defense only"  
[X Link](https://x.com/1991Wolfpack/status/1890524473679290369)  2025-02-14T22:12Z [----] followers, [----] engagements


"@cyrpto2021 @epictrades1 @Liftthatbid I gave you a sincere answer up above. You disagreed with 25+ years of Capital Markets experience. Fine by me as it takes two sides to make a market"  
[X Link](https://x.com/1991Wolfpack/status/1890569706936889560)  2025-02-15T01:11Z [----] followers, [--] engagements


"@ConnorJBates_ $77 million in US Equities is a small portion of Burry's wealth. Think he has $300-400 million and takes zero outside capital"  
[X Link](https://x.com/1991Wolfpack/status/1890767529502495139)  2025-02-15T14:18Z [----] followers, [----] engagements


"@StockSavvyShay $NVDA is on a journey to advance capabilities of computing & will remain at the center of Quantum. As far as I can tell $IONQ is in the lead for Quantum hardware but also early days and anything could happen"  
[X Link](https://x.com/1991Wolfpack/status/1891104190337835401)  2025-02-16T12:35Z [----] followers, [----] engagements


"@johnkonrad Current CNO Admiral Franchetti should be forced to retire and be replaced by Admiral Kilby. At the same time the best job in the US Navy is not in Washington DC it's in Hawaii. Indo-Pacific Command led by Admiral Paparo is the pinnacle command in US Navy"  
[X Link](https://x.com/1991Wolfpack/status/1891124883611844642)  2025-02-16T13:58Z [----] followers, [---] engagements


"@epictrades1 @CNBC Likely best path to get any real value from $INTC is to split business into parts and sell it piecemeal. $AVGO & $TSM want parts. So does $QCOM and there are likely others in line as well"  
[X Link](https://x.com/1991Wolfpack/status/1891125253797003749)  2025-02-16T13:59Z [----] followers, [---] engagements


"@PackChat1887 @PackMensBball Need to sweep Syracuse Ga Tech and Miami plus win one of UNC Wake & Pitt. There are other scenarios but this is easiest path"  
[X Link](https://x.com/1991Wolfpack/status/1891175128039379377)  2025-02-16T17:17Z [----] followers, [---] engagements


"@StockSavvyShay Excellent M&A list and each of the scenarios could play out. Adding one more. $SNOW acquires RedPanda a unified streaming data analytics platform. $SNOW could also buy $CFLT before Databricks does. In which case $DATA possibly acquires RedPanda"  
[X Link](https://x.com/1991Wolfpack/status/1891474616746430492)  2025-02-17T13:07Z [----] followers, [----] engagements


"@StockSavvyShay My guess is $SNOW & $DATA would both like to acquire one of $CFLT & RedPanda whomever goes first then the other buys the remaining company"  
[X Link](https://x.com/1991Wolfpack/status/1891477863032828174)  2025-02-17T13:20Z [----] followers, [---] engagements


"@jonnajarian Tom Hanks & other Hollywood elites think precisely this regarding 50% of the US. They believe anyone not a Democrat must be a bigot"  
[X Link](https://x.com/1991Wolfpack/status/1891479137904132390)  2025-02-17T13:25Z [----] followers, [---] engagements


"@OptionsMike Not really a fan of a day off would prefer the market is open. Short week but still a couple meaningful earnings. $ANET $SHAK $WMT. Not in any of the China names. OpEx on Friday"  
[X Link](https://x.com/1991Wolfpack/status/1891494525773713410)  2025-02-17T14:26Z [----] followers, [---] engagements


"@OptionsMike If market continues to melt higher then $VIX will erode into 12-13 range. Super boring but also sign a pullback could be on horizon"  
[X Link](https://x.com/1991Wolfpack/status/1891494784562274329)  2025-02-17T14:27Z [----] followers, [---] engagements


"@OptionsMike I am in $VKTX & the company is stalled out in near term as it proceeds with Phase III trials for oral weight loss therapy. Folks thought a buyout was on horizon but were wrong. Biotech is beyond frustrating. Long $VKTX & ready to take the L"  
[X Link](https://x.com/1991Wolfpack/status/1891497120726684046)  2025-02-17T14:37Z [----] followers, [---] engagements


"@OptionsMike $LLY is doing it's thing and pushing Mounjaro & Zepbound to new patients as fast as possible. $LLY CFO hinted that Medicare could cover Zepbound at some point. Got called away on long $LLY & now back in but just with short $LLY puts. Not chasing higher"  
[X Link](https://x.com/1991Wolfpack/status/1891497540232609906)  2025-02-17T14:38Z [----] followers, [---] engagements


"@OptionsMike $CVX is best of the Mega Cap Oils but demand concerns as well as WTI stuck in low $70s are both near term risks. Longer term risk is $HES acquisition closing & $XOM litigation. I like $CVX but need a sign it's place to be"  
[X Link](https://x.com/1991Wolfpack/status/1891498044832538998)  2025-02-17T14:40Z [----] followers, [--] engagements


"@OptionsMike Sometimes you get the bear & sometimes the bear get's you"  
[X Link](https://x.com/1991Wolfpack/status/1891498496609370534)  2025-02-17T14:42Z [----] followers, [---] engagements


"@OptionsMike $BROS has made strides in confronting $SBUX but a little too niche for me. I get why $BROS stays out of Northeast & Dunkin territory. I tried it in WA state a few times good but not amazing & I don't do drive thru. No position & I still go to $SBUX for Gingerbread Lattes"  
[X Link](https://x.com/1991Wolfpack/status/1891501376724697213)  2025-02-17T14:54Z [----] followers, [--] engagements


"@OptionsMike Played $MCD into earnings and got lucky it did not get crushed. Earnings were awful & same store sales bad. $MCD needs to do something as it's customer base is aging & younger kids don't go there much. Maybe buy $BROS"  
[X Link](https://x.com/1991Wolfpack/status/1891502047620469221)  2025-02-17T14:56Z [----] followers, [--] engagements


"@OptionsMike $SBUX making strides on serving times example brought back milk containers by the napkins. A week ago when in suburban SF Bay Area $SBUX was packed. I still enjoy a Gingerbread Latte & portion control is certainly a thing now. Would get back into $SBUX on a meaningful pullback"  
[X Link](https://x.com/1991Wolfpack/status/1891502783624298680)  2025-02-17T14:59Z [----] followers, [--] engagements


"@OptionsMike Or maybe Revamp breakfast offerings & sell millions of Egg McMuffins $MCD needs something to change & maybe an acquisition is it"  
[X Link](https://x.com/1991Wolfpack/status/1891503323238261147)  2025-02-17T15:01Z [----] followers, [--] engagements


"@OptionsMike $NVDA earnings in [--] 1/2 weeks. Wonder how many times I will hear 'The most important earnings release in NVidia history' I would take the over. Long $NVDA & short $NVDA puts"  
[X Link](https://x.com/1991Wolfpack/status/1891509247071965272)  2025-02-17T15:25Z [----] followers, [---] engagements


"@OptionsMike $SNOW is right in middle AI Phase [--] and expect a monster year from Snowflake as quality data is key for AI gains. $SNOW is centric to structured & unstructured data management & integration reducing bottlenecks & saving time in AI calculations. Short $SNOW puts"  
[X Link](https://x.com/1991Wolfpack/status/1891516732310716661)  2025-02-17T15:55Z [----] followers, [---] engagements


"@PianoJukebox @OptionsMike Nailed it. The risk is $SNOW wants to play in the varsity league but 2023-2024 showed their performance was at the JV level. It's either time to grow up with meaningful revenue boost & margin expansion or $SNOW will get whacked back into $125-150 range quickly"  
[X Link](https://x.com/1991Wolfpack/status/1891520927227076687)  2025-02-17T16:11Z [----] followers, [--] engagements


"@greedisgood70 @OptionsMike I was in $LMT & $RTX for about 12-18 months each in [----] & [----]. Trump admin will slow down expenditures for military hardware but doubt substantially cut. Think DOD civilian employees are more at risk"  
[X Link](https://x.com/1991Wolfpack/status/1891539344663445767)  2025-02-17T17:24Z [----] followers, [---] engagements


"Amazing no fatalities from a crash in a CRJ-900 that flipped over upon landing. After a Delta Airlines CRJ-900 crashed at Toronto Pearson International Airport in Canada the airport has said that all passengers and crew are accounted for. At least [--] individuals have been injured with no fatalities as of yet. https://t.co/l53lTmg5s2 After a Delta Airlines CRJ-900 crashed at Toronto Pearson International Airport in Canada the airport has said that all passengers and crew are accounted for. At least [--] individuals have been injured with no fatalities as of yet. https://t.co/l53lTmg5s2"  
[X Link](https://x.com/1991Wolfpack/status/1891593478477398191)  2025-02-17T21:00Z [----] followers, [---] engagements


"Pilot error and/or poor weather conditions are not the fault of US FAA. On the likelihood of the FAA being at fault for the CRJ-900 crash in Canada: The CRJ-900 crashed while landing and not during takeoff. Transport Canada has jurisdiction over what would be the FAAs role at Canadian Airports. Key Judgment: There is interoperability between the https://t.co/PFIbVGWaLC On the likelihood of the FAA being at fault for the CRJ-900 crash in Canada: The CRJ-900 crashed while landing and not during takeoff. Transport Canada has jurisdiction over what would be the FAAs role at Canadian Airports. Key"  
[X Link](https://x.com/1991Wolfpack/status/1891596037703319708)  2025-02-17T21:10Z [----] followers, [---] engagements


"@OptionsMike Good Morning. I was expecting an M&A announcement this am but was wrong. $NVDA right back to level before DeepSeek news. $HEES accepts superior buyout offer ($104 cash/stock) from $HRI over $URI $92 cash offer. $URI gets $63m cancellation fee. Not the M&A I was thinking about"  
[X Link](https://x.com/1991Wolfpack/status/1891826528285016214)  2025-02-18T12:26Z [----] followers, [---] engagements


"@everydaykilroy @OptionsMike Not exactly and an M&A break fee is not really 'Free Money' as $URI failed deal probably incurred $10m-15m in legal fees & other expenses"  
[X Link](https://x.com/1991Wolfpack/status/1891831149648925030)  2025-02-18T12:44Z [----] followers, [--] engagements


"@OptionsMike Good Morning & Snow Day in Raleigh. $ANET pt raised $145 from $135 @ GS @BillAckman raises bid for $HHH to $90 & form 'Modern' Berkshire Hathaway. Critics point to a 1.5% management fee on market cap paid to Pershing Square. $CELH earnings moved up to tomorrow. Interesting"  
[X Link](https://x.com/1991Wolfpack/status/1892187733952532871)  2025-02-19T12:21Z [----] followers, [---] engagements


"@StockSavvyShay Best list for Software stocks positioned for AI growth & adoption in AI Phase [--]. I am positioned in $CRM $CRWD $DDOG $NET $PLTR $SNOW"  
[X Link](https://x.com/1991Wolfpack/status/1892191730650193972)  2025-02-19T12:37Z [----] followers, [----] engagements


"@AIStockSavvy Not a good sign for $LLY but not much of a reaction so far either. Not sure how much $LLY was counting on China market for Zepbound or Trulicity"  
[X Link](https://x.com/1991Wolfpack/status/1892235048989991211)  2025-02-19T15:29Z [----] followers, [---] engagements


"@AIStockSavvy IN [----] $LLY revenue from China was $1.54B in [----] & $1.9B in [----]. A reasonable assumption is $LLY [----] estimated revenue from China to be $2.25B - $2.50B. A 5% - 10% drop would be material and a problem"  
[X Link](https://x.com/1991Wolfpack/status/1892237111463411850)  2025-02-19T15:37Z [----] followers, [--] engagements


"@epictrades1 $SHAK has earnings tomorrow am and $CAVA earnings are next week. Both fast casual growth stories need to keep executing show they are holding margins steady in face of inflation and probably raise guidance as expectations are high as always"  
[X Link](https://x.com/1991Wolfpack/status/1892265266362352095)  2025-02-19T17:29Z [----] followers, [---] engagements


"@epictrades1 $PLTR if smart is positioning itself as a cost savings service provider and solution. DOD budget cuts will begin with a bloated civilian staff workforce along with reducing the numbers of Flag & Staff officers"  
[X Link](https://x.com/1991Wolfpack/status/1892324374071447632)  2025-02-19T21:24Z [----] followers, [---] engagements


"Good Morning. $WMT EPS & Rev beat but EPS guide No Bueno. $SHAK EPS beat & Rev miss. Guidance: Q1 is light but FY is higher. Same Shak sales +4.3%. Will be interesting to see if folks buy the $PLTR dip today. All of the people who loved it above $120 then they have to really love it at $107"  
[X Link](https://x.com/1991Wolfpack/status/1892559769417724327)  2025-02-20T12:59Z [----] followers, [---] engagements


"Would be a big deal for $CRM. Salesforce In Talks With Microsoft Oracle And Google About Cloud Deal To Handle AI - @theinformation $CRM $MSFT $ORCL $GOOGL https://t.co/3shASl3Y2A Salesforce In Talks With Microsoft Oracle And Google About Cloud Deal To Handle AI - @theinformation $CRM $MSFT $ORCL $GOOGL https://t.co/3shASl3Y2A"  
[X Link](https://x.com/1991Wolfpack/status/1892603883274297610)  2025-02-20T15:55Z [----] followers, [----] engagements


"Figured Captain Snowden would be relieved of command of USS Harry S. Truman in short order. Harsh reality of command at sea. Capt. Snowden is an outstanding Naval Officer but this is part of the job. Capt. Christopher Chowdah Hill from CVN-69 is assuming command in the interim. Capt. Hill current CO of USS Eisenhower is clearly on fast track after just completing a lengthy deployment"  
[X Link](https://x.com/1991Wolfpack/status/1892663034122010797)  2025-02-20T19:50Z [----] followers, [---] engagements


"@epictrades1 $CELH needs to be finding a buyer for itself not giving a lifeline to some smaller energy drink Alani Nu. Never heard of them and first glance $CELH way overpaid. $CELH had a window to reset and deliver Have a feeling the moment is gone"  
[X Link](https://x.com/1991Wolfpack/status/1892686385523413341)  2025-02-20T21:22Z [----] followers, [----] engagements


"@StockSavvyShay Great list of the major themes dominating the market. I would add $CRM to AI infrastructure. I am in majority of the themes but always stick with the 2-3 leaders and not the also rans"  
[X Link](https://x.com/1991Wolfpack/status/1892907532198326461)  2025-02-21T12:01Z [----] followers, [----] engagements


"@maria_drutska First Your welcome. Now Zelensky should sign the deal and convert future US grants into loans backed by frozen Russian assets like the EU loans. Second your right. Third Blame the Clinton Admin from [--] years ago. Lastly the conflict is a stalemate & needs to end"  
[X Link](https://x.com/1991Wolfpack/status/1892908764539335156)  2025-02-21T12:06Z [----] followers, [----] engagements


"@epictrades1 Citi analyst Jon Tower has clearly not experienced a Cava Bowl. $CAVA needs to accelerate growth plan & expand into other effluent suburbs in WA MN UT & ID. I can vouch Cava would crush it in Bellevue WA and folks would abandon Chipotle"  
[X Link](https://x.com/1991Wolfpack/status/1892909455110492350)  2025-02-21T12:09Z [----] followers, [---] engagements


"@antonioguterres Looks like UN Secretary General has finally had enough of Hamas. Now do something to get remaining hostages returned"  
[X Link](https://x.com/1991Wolfpack/status/1892914687722889481)  2025-02-21T12:30Z [----] followers, [--] engagements


"@OptionsMike Good Morning & Happy OpEx for all who celebrate. $CRWD pt raised $506 from $362 @ Barclays $UNH under new DOJ investigation for Medicare over billing down 10%. $MELI pt raised $3000 from $2500 @ BofA Big earnings again next week: $NVDA $CRM $SNOW & $CAVA for me"  
[X Link](https://x.com/1991Wolfpack/status/1892924537630527544)  2025-02-21T13:09Z [----] followers, [---] engagements


"@CzechiaForever @maria_drutska Thankfully Czechia recently agreed to raise defense budget to the agreed 2%. But more needs to be done for our common defense and to support NATO"  
[X Link](https://x.com/1991Wolfpack/status/1892931845240533439)  2025-02-21T13:38Z [----] followers, [--] engagements


"I love the smell of a rising $VIX in the morning. Trading elevated IV is not for everyone and even those who do must be fast on their feet to adjust and take an L rather than compound a problem. Will take a couple of assignments but in quality names I was willing to buy higher a couple weeks ago. Have a great weekend"  
[X Link](https://x.com/1991Wolfpack/status/1893059560362959238)  2025-02-21T22:05Z [----] followers, [---] engagements


"@MichaelRapaport Hamas is a sick and twisted terrorist group. Red Cross watches these stunts but is helpless to do anything"  
[X Link](https://x.com/1991Wolfpack/status/1893446073361830392)  2025-02-22T23:41Z [----] followers, [----] engagements


"Excellent post on understanding the Semiconductor industry. I start at the top with leaders and work my way down the value chain. How does the semiconductor ecosystem support the Stage [--] of AI 🧐 Building AI Brains $NVDA $AMD $INTC Powering AI Connections $ALAB $AVGO $MRVL $CRDO $ANET Optimizing Data Centers for AI $DELL $SMCI $HPE $TSSI $VRT Making the Chips $ASML $TSM How does the semiconductor ecosystem support the Stage [--] of AI 🧐 Building AI Brains $NVDA $AMD $INTC Powering AI Connections $ALAB $AVGO $MRVL $CRDO $ANET Optimizing Data Centers for AI $DELL $SMCI $HPE $TSSI $VRT Making the"  
[X Link](https://x.com/1991Wolfpack/status/1893643478732570666)  2025-02-23T12:46Z [----] followers, [---] engagements


"@StockSavvyShay Great & easy to understand breakdown of key players in semiconductor industry. I stick with the market leaders $NVDA $AVGO $ANET $DELL $TSM and at times have taken more speculative positions $ANET $VRT $AMD $ASML"  
[X Link](https://x.com/1991Wolfpack/status/1893644158633415078)  2025-02-23T12:48Z [----] followers, [----] engagements


"Palantir definitely benefits & will see additional contracts awarded by DOD as result of any budget cuts. DOD is first going to target a bloated civilian workforce along with too many Flag officers & staffs. $PLTR is not a typical defense contractor or service provider its solutions allow lower headcount to perform the same work analysis & decision making"  
[X Link](https://x.com/1991Wolfpack/status/1893652033967694320)  2025-02-23T13:20Z [----] followers, [----] engagements


"@StockSavvyShay NP. Just a couple comments on your really good analysis and write up"  
[X Link](https://x.com/1991Wolfpack/status/1893656086722310328)  2025-02-23T13:36Z [----] followers, [---] engagements


"@epictrades1 Everyone has some level of fear for me Trading is not one of them. I transitioned from a US Navy Officer to working at a hedge fund in [----]. Trading & managing a portfolio while stressful at times didn't compare the pressure or stress of being in control of a warship at sea"  
[X Link](https://x.com/1991Wolfpack/status/1893664203770073116)  2025-02-23T14:08Z [----] followers, [---] engagements


"@elonmusk @SenTinaSmith Little to Nothing productive"  
[X Link](https://x.com/1991Wolfpack/status/1893708853423812795)  2025-02-23T17:05Z [----] followers, [---] engagements


"@maria_drutska The $100B the US has given Ukraine was funded by the US borrowing the money and it will be something that [--] generations of Americans will have to repay"  
[X Link](https://x.com/1991Wolfpack/status/1893763117097566576)  2025-02-23T20:41Z [----] followers, [----] engagements


"@johnkonrad I would call you Captain Konrad if I ever met you in person. You are more qualified to be in command of a ship than most"  
[X Link](https://x.com/1991Wolfpack/status/1893817483464679504)  2025-02-24T00:17Z [----] followers, [---] engagements


"@OptionsMike Good Morning & Big week ahead. $NVDA secures 70% of $TSM advanced packaging for [----]. Looks like NVDA Blackwell will dominate AI chip sales this year. $AAPL to invest $500B in US thru [----] creating 20K new jobs. $MSFT IR roadshow denying data center cancellations"  
[X Link](https://x.com/1991Wolfpack/status/1893995069620830246)  2025-02-24T12:03Z [----] followers, [---] engagements


"@OptionsMike Good Morning. $LLY introducing higher dosage Zepbound at a discount to uninsured patients thru LLY Direct. $HIMS down 22% after earnings & $LLY news. $CRM pt lowered $350 from $390 neutral. $PYPL affirms FY guidance & unveils PayPal Open a single platform at investor day"  
[X Link](https://x.com/1991Wolfpack/status/1894366291332342123)  2025-02-25T12:38Z [----] followers, [---] engagements


"@BlackVishnu If there is room for one more I would add Tim Duncan of Wake Forest"  
[X Link](https://x.com/1991Wolfpack/status/1894371070406193388)  2025-02-25T12:57Z [----] followers, [----] engagements


"Excellent explanation as to why $HIMS is getting crushed. $HIMS am an observer but heard on the call 1) switching from Semaglutide to Liraglutide ASAP 2) they are going to email all customers letting them know they will no longer provide Semaglutide and to find another company if want to keep getting it 3) Liraglutide is less effective $HIMS am an observer but heard on the call 1) switching from Semaglutide to Liraglutide ASAP 2) they are going to email all customers letting them know they will no longer provide Semaglutide and to find another company if want to keep getting it 3) Liraglutide"  
[X Link](https://x.com/1991Wolfpack/status/1894372829476364479)  2025-02-25T13:04Z [----] followers, [---] engagements


"@OptionsMike Good Morning. $CRM with a couple lower pt moves. I prefer $CRM pt of $400 @ GS over Loop. $NVDA with a couple higher pt. I prefer $NVDA pt of $170 @ JPM. $SNOW with pt of $200- $215 all over the street. $VST EPS & Rev beat good guidance"  
[X Link](https://x.com/1991Wolfpack/status/1895089372308914393)  2025-02-27T12:31Z [----] followers, [---] engagements


"@Samantha_SN1 Genius and well before $DASH & $KLAR agreed we could put Chipotle or Cava on a payment plan"  
[X Link](https://x.com/1991Wolfpack/status/1903467223181602951)  2025-03-22T15:22Z [----] followers, [---] engagements


"@EndWokeness A GoFundMe to relocate Ilhan Omar back to Somalia would raise millions of dollars"  
[X Link](https://x.com/1991Wolfpack/status/1919114889504657767)  2025-05-04T19:40Z [----] followers, [---] engagements


"@BillAckman @Columbia Long overdue and every University should take note. DHS will not tolerate foreign students in the US on a student visa breaking numerous laws and damaging property. DHS will move to deport criminals in our country on student visas"  
[X Link](https://x.com/1991Wolfpack/status/1920987358637215845)  2025-05-09T23:40Z [----] followers, [---] engagements


"Good Morning. $WMT EPS beat & Rev inline. Walmart warns U.S. consumers may see higher prices even at reduced tariff levels for goods but not food. $CRWD d/g Neutral @ Mizhuo $UNH says it hasnt been notified by DOJ about criminal probe & calls WSJ reporting deeply irresponsible. https://twitter.com/i/web/status/1922990886406762523 https://twitter.com/i/web/status/1922990886406762523"  
[X Link](https://x.com/1991Wolfpack/status/1922990886406762523)  2025-05-15T12:22Z [----] followers, [---] engagements


"@epictrades1 I am not making light of this nor being sarcastic. I actually thought this tactic was part of the healthcare insurance plan provider business model for $UNH or $HUM"  
[X Link](https://x.com/1991Wolfpack/status/1925168656281170367)  2025-05-21T12:35Z [----] followers, [---] engagements


"@BillAckman Hope you are correct. Iran deserves freedom after [--] years of radical Islamic fascism"  
[X Link](https://x.com/1991Wolfpack/status/1933922737627750893)  2025-06-14T16:21Z [----] followers, [---] engagements


"@OptionsMike Good Morning & Happy 4th of July eve. NFP: 147k vs 110k est. Unemployment rate 4.1% vs 4.3% Est. July rate cut possibility was just a mirage. Goodbye. $DDOG pt $170 from $140 @ Wedbush on S&P [---] Short day but still chance to make some money"  
[X Link](https://x.com/1991Wolfpack/status/1940753853990977738)  2025-07-03T12:45Z [----] followers, [---] engagements


"Good Morning. $GEV pt raised $706 from $568 @ Barclays $UNP & $NSC in advanced talks about merger $HON EPS & Rev beats raised guidance $AEO up big on Sidney Sweeny ad campaign + another short squeeze candidate $UNH confirmed criminal & civil investigation by DOJ over its Medicare Advantage billing practices. https://twitter.com/i/web/status/1948371103233237270 https://twitter.com/i/web/status/1948371103233237270"  
[X Link](https://x.com/1991Wolfpack/status/1948371103233237270)  2025-07-24T13:14Z [----] followers, [---] engagements


"@OptionsMike Just a trim not a High n Tight but do get a couple minutes of hot towel & neck massage then a splash of something which smells like aqua velva on the back of a clean shaven neck"  
[X Link](https://x.com/1991Wolfpack/status/1949122341654683863)  2025-07-26T14:59Z [----] followers, [--] engagements


"@OptionsMike $MSFT looking very good. Q4 AZURE & other Cloud Rev Ex-FX +39% vs +34.2% est"  
[X Link](https://x.com/1991Wolfpack/status/1950648891826954454)  2025-07-30T20:05Z [----] followers, [---] engagements


"@susancrabtree @GavinNewsom CA is run by self-serving and dealing career politicians. Not surprising Gavin Newsom refused to answer the question"  
[X Link](https://x.com/1991Wolfpack/status/1958950893799551326)  2025-08-22T17:54Z [----] followers, [---] engagements


"Anticipate $BA Boeing will get new orders of P-8 Poseidon aircraft from Denmark"  
[X Link](https://x.com/1991Wolfpack/status/1967929991527797073)  2025-09-16T12:34Z [----] followers, [---] engagements


"@OptionsMike Good Morning. $MRUS bought by $GMAB for $97/share $EA nears $50 deal to go private backed by Silver Lake Saudi investment Fund & Affinity Partners US Government shutdown within 48hrs & few people care at moment"  
[X Link](https://x.com/1991Wolfpack/status/1972632773002506614)  2025-09-29T12:01Z [----] followers, [---] engagements


"@epictrades1 The threat to $DKNG from $HOOD in prediction markets is real & combine this with numerous US States increasing taxes for online sportsbook gaming. Not a great combination & outlook in an already crowded space. No position in $DKNG yet but see the short potential"  
[X Link](https://x.com/1991Wolfpack/status/1974100794036428847)  2025-10-03T13:14Z [----] followers, [---] engagements


"@OptionsMike Here is what I found. Fed Chair Jerome Powell delivered pre-recorded welcoming remarks at the [----] Community Banking Research Conference on October [--] [----] notably avoiding any discussion on monetary policy or economic outlook. Looks like a Nothing Burger from Jerome"  
[X Link](https://x.com/1991Wolfpack/status/1976265107232743430)  2025-10-09T12:34Z [----] followers, [---] engagements


"@markflowchatter Thanks for the info on Clickhouse user conference I also heard The Chainsmokers were the entertainment"  
[X Link](https://x.com/1991Wolfpack/status/1976624206193557708)  2025-10-10T12:21Z [----] followers, [---] engagements


"@Geiger_Capital Bye bye $DKNG"  
[X Link](https://x.com/1991Wolfpack/status/1977516246318125487)  2025-10-12T23:26Z [----] followers, [----] engagements


"@WHOMB Find a way to pay US Military & US Federal law enforcement thru unallocated funds. Pay TSA with TSA fees collected Pay National Park rangers with fees collected at National Parks Pay Air Traffic Controllers with airline ticket fees Then OMB can RIF a lot of bureaucrats"  
[X Link](https://x.com/1991Wolfpack/status/1978107193065963544)  2025-10-14T14:34Z [----] followers, [----] engagements


"@commonsenseplay Long $RGTZ"  
[X Link](https://x.com/1991Wolfpack/status/1978295672618066138)  2025-10-15T03:03Z [----] followers, [---] engagements


"@OptionsMike Good Morning from Grand Canyon $MP pt raised $112 from $78 @ BofA $BAC EPS & Rev beat $MS EPS & Rev beat $NVDA u/g Buy @ HSBC pt $320 $LLY positive Phase [--] data for oral GLP-1 for type [--] diabetes controlling blood sugar levels Driving to Sedona then PHX & flying home today"  
[X Link](https://x.com/1991Wolfpack/status/1978433937866108934)  2025-10-15T12:13Z [----] followers, [---] engagements


"@commonsenseplay I am long $RGTZ the 2X Short $RGTI ETF. Just a matter of time"  
[X Link](https://x.com/1991Wolfpack/status/1978588518655074545)  2025-10-15T22:27Z [----] followers, [----] engagements


"@PegasusFund I went long $RGTZ to take advantage of an $$RGTI pullback as buying puts to high IV & also daily theta decay"  
[X Link](https://x.com/1991Wolfpack/status/1978644239014932655)  2025-10-16T02:08Z [----] followers, [---] engagements


"@TomBevanRCP Senator Fetterman is welcome to join GOP anytime. He is about the same as Sen Collins or Sen Murkowski"  
[X Link](https://x.com/1991Wolfpack/status/1978808480178815443)  2025-10-16T13:01Z [----] followers, [----] engagements


"@commonsenseplay Agree and did trim a small percentage of $RGTZ will hold onto core $RGTZ position"  
[X Link](https://x.com/1991Wolfpack/status/1978843434099134498)  2025-10-16T15:20Z [----] followers, [---] engagements


"@commonsenseplay Not advice but retail folks should protect any gains at all costs. Wound up trimming over 1/2 long $RGTZ position. Would add again if pulled back to $10"  
[X Link](https://x.com/1991Wolfpack/status/1978914825267707975)  2025-10-16T20:03Z [----] followers, [----] engagements


"@mvcinvesting Regional banks like $ZION or $FITB are not major banks like $JPM $BAC or $GS. The regionals have higher defaults and not as stringent risk controls"  
[X Link](https://x.com/1991Wolfpack/status/1979166224979263856)  2025-10-17T12:42Z [----] followers, [---] engagements


"@commonsenseplay I trimmed some $RGTZ above $12.00 & then bought some $RGTZ back around $11.25. Will continue to trade around the position next week. I think $RGTI has a huge pullback ahead but who knows as retail folks could push it to new highs just as easily"  
[X Link](https://x.com/1991Wolfpack/status/1979279999795630481)  2025-10-17T20:14Z [----] followers, [---] engagements


"@PraiseKek $UUUU is producing more than the others & has an active Rare Earth production circuit"  
[X Link](https://x.com/1991Wolfpack/status/1979356561610019125)  2025-10-18T01:19Z [----] followers, [---] engagements


"@StockSavvyShay Bingo why I have had a position in $VST & $GEV for months now"  
[X Link](https://x.com/1991Wolfpack/status/1979577261285376280)  2025-10-18T15:56Z [----] followers, [----] engagements


"@NC_Governor I support the redrawing of North Carolina's congressional districts & only disappointment is General Assembly didn't combine 2nd & 4th districts into one and then construct another positive Republican district. That's my comment"  
[X Link](https://x.com/1991Wolfpack/status/1979578657481060515)  2025-10-18T16:01Z [----] followers, [--] engagements


"@CFBRep I like to think 10-1 after losing to NC State on November 1st"  
[X Link](https://x.com/1991Wolfpack/status/1979888183782547573)  2025-10-19T12:31Z [----] followers, [---] engagements


"@OptionsMike Big earnings week ahead. Positioned in $TSLA NFLX & $GEV. Will be looking at others like $VRT $RTX and maybe even $INTC. Almost dont believe I typed $INTC"  
[X Link](https://x.com/1991Wolfpack/status/1979909753397559741)  2025-10-19T13:57Z [----] followers, [---] engagements


"@OptionsMike I have a number of unresolved issues"  
[X Link](https://x.com/1991Wolfpack/status/1979919827776012751)  2025-10-19T14:37Z [----] followers, [--] engagements


"@OptionsMike $WMT is the only large retailer I would consider owning & currently flat. No position in $WMT with lack of US economic data"  
[X Link](https://x.com/1991Wolfpack/status/1979926046649503829)  2025-10-19T15:02Z [----] followers, [--] engagements


"@OptionsMike $FIG IPO was a success but retail bid it up to un realistic valuation. There is a large backlog of private companies ready to do same dance. No position or interest for me"  
[X Link](https://x.com/1991Wolfpack/status/1979929320052162866)  2025-10-19T15:15Z [----] followers, [---] engagements


"@OptionsMike $CMG is rather tired as a brand portion control is intense and not the same value as even a year ago. Best position nor interest in $CMG or a burrito bowl. I like $CAVA but to eat not trade"  
[X Link](https://x.com/1991Wolfpack/status/1979930069205471288)  2025-10-19T15:18Z [----] followers, [--] engagements


"@OptionsMike Cava Bowls for all of my friends"  
[X Link](https://x.com/1991Wolfpack/status/1979930710270992396)  2025-10-19T15:20Z [----] followers, [--] engagements


"@OptionsMike Have a great Sunday. Good weekend NC State had a bye week Stanford beat FSU UNC lost to Cal epic failure. Back in North Carolina tonight and a much more civilized schedule"  
[X Link](https://x.com/1991Wolfpack/status/1979932827589148828)  2025-10-19T15:29Z [----] followers, [--] engagements


"@On3sports @PeteNakos_ Informal Calls to find $54M. And FSU actually thinks the SEC wants them to join"  
[X Link](https://x.com/1991Wolfpack/status/1979933381493231776)  2025-10-19T15:31Z [----] followers, [----] engagements


"@sentdefender Hamas had no intention of following the requirements of the Cease Fire. Now that they FA about to Find Out from IDF"  
[X Link](https://x.com/1991Wolfpack/status/1979941947008807323)  2025-10-19T16:05Z [----] followers, [----] engagements


"@NoVA_Campaigns @JMUFootball @WinsomeSears @LockheedMartin Didnt take long to identity the guy shouting racist slur at LT Gov Sears. This guy might want to apologize immediately"  
[X Link](https://x.com/1991Wolfpack/status/1979953378114552092)  2025-10-19T16:50Z [----] followers, [----] engagements


"@CFBHome ESPN should just call it the Big 10-SEC Morning Show. Any of the below would be more interesting and maybe someone new to watch. #7 GaTech would have been storyline #14 Texas Tech #16 Virginia"  
[X Link](https://x.com/1991Wolfpack/status/1980006638250807807)  2025-10-19T20:22Z [----] followers, [----] engagements


"@quakes99 Might make some for US Government next to take stake in Energy Fuels $UUUU"  
[X Link](https://x.com/1991Wolfpack/status/1980042526179406147)  2025-10-19T22:45Z [----] followers, [---] engagements


"Good Morning & Happy to be home in North Carolina $AMZN outage gets trolled by @elonmusk $TEM int Buy @ Cannacord pt [---] $CLF EPS inline Rev miss. $CLF CEO says it wishes to enter Rare Earth sector $USAR int Outperform @ William Blair $SNOW pt raised $270 from $250 @ Wedbush"  
[X Link](https://x.com/1991Wolfpack/status/1980242720971989122)  2025-10-20T12:00Z [----] followers, [---] engagements


"@SecVetAffairs @DeptVetAffairs Thank you & outstanding progress for our nation's deserving Veterans. Veterans Affairs should never be a partisan issue & Sec Collins is doing a great job improving service at the VA"  
[X Link](https://x.com/1991Wolfpack/status/1980262267854676148)  2025-10-20T13:18Z [----] followers, [---] engagements


"@PeteThamel Sounds like Florida State is putting off firing HC Norvell until after the end of season. Maybe FSU makes the Gasparilla Bowl as a send off"  
[X Link](https://x.com/1991Wolfpack/status/1980278428030165446)  2025-10-20T14:22Z [----] followers, [---] engagements


"@fleischman_noah If there is one thing I detest it's a [--] day hold on NC State football gametimes"  
[X Link](https://x.com/1991Wolfpack/status/1980327291394920873)  2025-10-20T17:36Z [----] followers, [---] engagements


"@BonillaJL @realDonaldTrump Get rid of the President of the United States Sounds like a threat from Colombia Narco aligned President against President Trump & the United States"  
[X Link](https://x.com/1991Wolfpack/status/1980581848322621761)  2025-10-21T10:28Z [----] followers, [----] engagements


"Good Morning. $RTX EPS & Rev beat raises guidance $LMT EPS & Rev beat raises guidance $UUUU pt raised $27.50 from $16.25 @ HCW $CRWV CEO not raising $9B stock bid for $CORZ Mizuho believes Anthropic is $AVGO fourth AI customer ramping to $10B in revenue by 2H FY26 $SBUX pt cut $94 from $100 @ UBS"  
[X Link](https://x.com/1991Wolfpack/status/1980600237421928656)  2025-10-21T11:41Z [----] followers, [---] engagements


"Good VP Vance should be delivering the message to Israel & Palestinians to stick to Gaza Ceasefire. However it's a fallacy to say a faction in Trump Admin wishes to 'Cool ties with Israel'. Israel is our closest ally in Middle East & US is only country which Israel can depend upon"  
[X Link](https://x.com/1991Wolfpack/status/1980604777403716095)  2025-10-21T11:59Z [----] followers, [---] engagements


"@OptionsMike Have a good night. Momentum trades continued to slide today $MP $NBIS $GLD all sold off hard. Took profit in $KTOS as drones recovered a bit. $NFLX no silver linings and given margin guide not sure conference call will make a difference. $GEV earnings in the am"  
[X Link](https://x.com/1991Wolfpack/status/1980729509830697315)  2025-10-21T20:14Z [----] followers, [---] engagements


"@BTnewsroom Maybe Sara should be demanding Democrats vote on the Continuing Resolution to reopen the US Government. Nothing can occur until the Democrat shutdown is over"  
[X Link](https://x.com/1991Wolfpack/status/1980827239462609386)  2025-10-22T02:43Z [----] followers, [---] engagements


"@commonsenseplay $BYND now over $7 and shorts are now caught in full on Gamma squeeze. No position or interest in this one. Could tumble back to $2 or keep going higher"  
[X Link](https://x.com/1991Wolfpack/status/1980949546785222775)  2025-10-22T10:49Z [----] followers, [---] engagements


"@Chicago1Ray Cut him off he claims to be his own boss so he can make grown up decisions like a boss. Don't want to work then get cut off from EBT"  
[X Link](https://x.com/1991Wolfpack/status/1980963690040955182)  2025-10-22T11:45Z [----] followers, [---] engagements


"@OptionsMike @EarningsHubHQ Good Morning. $GEV EPS & Rev beat high end of guidance affirmed $VRT EPS & REv beat guidance raised $NBIS majority owned Avride gets $375 investment from $UBER $NFLX lowered Neutral from Buy @ JPM pt $1275 $BYND +75% premkt. I am not going near that garbage"  
[X Link](https://x.com/1991Wolfpack/status/1980965831186972765)  2025-10-22T11:53Z [----] followers, [---] engagements


"@sentdefender With what money is Ukraine purchasing $10B in jets from Sweden All defense funding is fungible so I would expect Ukraine to purchase from the US and not rely on defense aid or grants going forward"  
[X Link](https://x.com/1991Wolfpack/status/1980986895162380541)  2025-10-22T13:17Z [----] followers, [----] engagements


"@OptionsMike $TSLA report kind of all over the place Also: *TESLA 3Q FREE CASH FLOW $3.99B EST. $1.25B"  
[X Link](https://x.com/1991Wolfpack/status/1981090026567143469)  2025-10-22T20:07Z [----] followers, [---] engagements


"Democrats continue the Shutdown for leverage and to damage average Americans. What is wrong with them 🚨 @WhipKClark the number two House Democrat on the Democrat Shutdown: "Of course there will be families that are going to suffer. but it is one of the few leverage times we have." These people are SICK https://t.co/7MRHsmGMGx 🚨 @WhipKClark the number two House Democrat on the Democrat Shutdown: "Of course there will be families that are going to suffer. but it is one of the few leverage times we have." These people are SICK https://t.co/7MRHsmGMGx"  
[X Link](https://x.com/1991Wolfpack/status/1981126848932433979)  2025-10-22T22:33Z [----] followers, [---] engagements


"@epictrades1 Why not AI Databases or Defense Aerospace as well $INTC made sense to get something for the previous large grant. $MP made sense to jumpstart Rare Earth mining & refinery. Small nuclear reactors could make sense but then US Government is operating as a VC"  
[X Link](https://x.com/1991Wolfpack/status/1981181957888430388)  2025-10-23T02:12Z [----] followers, [---] engagements


"@OptionsMike Good Morning. US Commerce says theyre not in talks right now with any Quantum names. So who knows $VRT pt raised $200 from $165 @ MS $AVAV pt raised $450 from $300 @ BofA $GEV pt cut $$658 from $670 @ Citi $PLTR & $LUM sign $200M AI & data partnership"  
[X Link](https://x.com/1991Wolfpack/status/1981336218475618357)  2025-10-23T12:25Z [----] followers, [---] engagements


"@AndrewKolvet Erin Burnett just allows this unhinged Texas State Rep to go on and on with language which could incite more violence. @CNN & @ErinBurnett could care less what their guests say regarding Republicans she just nods along as if this is normal discourse"  
[X Link](https://x.com/1991Wolfpack/status/1981348158597734775)  2025-10-23T13:13Z [----] followers, [---] engagements


"@HyperTechInvest $NBIS has large neocloud deals as well and it's balance sheet is in much better position than $CRWV"  
[X Link](https://x.com/1991Wolfpack/status/1981687713423356320)  2025-10-24T11:42Z [----] followers, [----] engagements


"@OptionsMike @Stifel Good Morning & Happy CPI Day for all who celebrate Pres Trump cancels trade negotiations with Canada after they made an ad with edited video or Pres Reagan saying tariffs are bad. $PG EPS & Rev beats $TGT cutting [----] corporate jobs $ALK EPS & Rev inline lowers guidance"  
[X Link](https://x.com/1991Wolfpack/status/1981691755176038711)  2025-10-24T11:58Z [----] followers, [---] engagements


"@Geiger_Capital Will be looking at $GLD to buy on dip if goes below $370"  
[X Link](https://x.com/1991Wolfpack/status/1981706503301353733)  2025-10-24T12:57Z [----] followers, [---] engagements


"@sentdefender The US Department of War redeploying a Carrier Strike Group from Mediterranean to the Caribbean Sea under SOUTHCOM is unprecedented in recent memory and indication Trump Admin is getting serious with Venezuela"  
[X Link](https://x.com/1991Wolfpack/status/1981771118177612221)  2025-10-24T17:13Z [----] followers, 21.4K engagements


"@OptionsMike Have a good weekend. Trimmed some $NBIS exposure along with bought some $RGTZ early. Also closed out some $GLD & short puts in $NEM as the day progressed. Set up a couple positions in $AMZN $FB $MSFT for earnings. NC State at Pittsburgh Panthers. That's tomorrow's focus"  
[X Link](https://x.com/1991Wolfpack/status/1981825685636399474)  2025-10-24T20:50Z [----] followers, [---] engagements


"@thehill Democrats stop blocking the clean CR and SNAP is restored. Bigger question is why 40m people are receiving food stamps. There is wide scale fraud in this program"  
[X Link](https://x.com/1991Wolfpack/status/1982483658322936049)  2025-10-26T16:25Z [----] followers, [----] engagements


"@OptionsMike Good Morning. $HOOD int Outperform @ CICC pt $155 US struck new agreements with Thailand Malaysia Cambodia and Vietnam to cut tariffs on select goods improve access for US exports"  
[X Link](https://x.com/1991Wolfpack/status/1982777713501860025)  2025-10-27T11:53Z [----] followers, [--] engagements


"@mukund Now is time to look at the real companies $MP & $UUUU opposed to the exploration or concept companies $CRML. Rare Earth shortage and constraints are real and must be addressed by US domestic production"  
[X Link](https://x.com/1991Wolfpack/status/1982887246534697196)  2025-10-27T19:08Z [----] followers, [---] engagements


"@OptionsMike Good Morning & FOMC meeting begins today $UNH EPS & Rev beat guidance raised $SOFI EPS & Rev beat guidance raised $DHI EPS miss Rev beat guidance inline $UPS EPS & Rev beat guidance raised $SWKS buying $QRVO $8.5B cash & stock"  
[X Link](https://x.com/1991Wolfpack/status/1983139226011992260)  2025-10-28T11:50Z [----] followers, [---] engagements


"Good Morning & Happy FOMC Day for all who celebrate. $LLY & $WMT launch retail direct to consumer for Zepbound $CAT EPS & Rev beat guidance raised $NVDA pt raised $300 from $275 @ Melius $NVDA pt raised $275 from $235 @ BofA The US & South Korea agreed to 15% tariff on auto parts in exchange for $350B US investment pledge"  
[X Link](https://x.com/1991Wolfpack/status/1983508706730897596)  2025-10-29T12:18Z [----] followers, [---] engagements


"SNAP needs urgent reform. DoorDash should not be an option for EBT. 7-Eleven should not be an option for EBT. Food Stamps should be for fresh meat fresh/frozen vegetables dairy eggs and bread. NO junk food no soda no coffee no ice cream no TV dinners. This is insane: Poor people can use SNAP/EBT to DoorDash from 7-Eleven. What a lazy gross offensive waste of OUR money. https://t.co/ZcJNjGN2ZP This is insane: Poor people can use SNAP/EBT to DoorDash from 7-Eleven. What a lazy gross offensive waste of OUR money. https://t.co/ZcJNjGN2ZP"  
[X Link](https://x.com/1991Wolfpack/status/1983516489857614088)  2025-10-29T12:49Z [----] followers, [----] engagements


"@FischerKing64 US Department of Agriculture should bring back actual 'Food Stamps' which looked like a version of currency"  
[X Link](https://x.com/1991Wolfpack/status/1983523729620746369)  2025-10-29T13:18Z [----] followers, [--] engagements


"@JakeSherman Sounds like you are justifying Democrats holding the US Government hostage. Democrats should have taken YES for an answer weeks ago & allow a vote on the clean CR at Biden Admin budget levels. Negotiations for Obama Care subsidies & reforms will take weeks to months to get thru"  
[X Link](https://x.com/1991Wolfpack/status/1983563391609225703)  2025-10-29T15:55Z [----] followers, [----] engagements


"@wallstengine All of these CAPEX guidance numbers are a huge positive for $NVDA $AMD $CRWV $NBIS and then other companies further downstream"  
[X Link](https://x.com/1991Wolfpack/status/1983638544246829533)  2025-10-29T20:54Z [----] followers, [----] engagements


"@OptionsMike Good Morning. $LLY EPS & Rev beat guidance raised. Is everyone taking Mounjaro or Zepbound. Well I am not. Pres Trump & Chairman Xi reach [--] year deal on Rare Earth. Actual positive for $MP as expansion takes time & capital. $CMG pt cut $40 from $45 @ TD"  
[X Link](https://x.com/1991Wolfpack/status/1983864674538913917)  2025-10-30T11:52Z [----] followers, [---] engagements


"@OptionsMike @ajassy: "AWS is growing at a pace we havent seen since [----] re-accelerating to 20.2% YoY. We continue to see strong demand in AI and core infrastructure." Q4 Guidance Sales $210B vs Est. $209B"  
[X Link](https://x.com/1991Wolfpack/status/1983990035298029753)  2025-10-30T20:10Z [----] followers, [--] engagements


"Good Morning & Happy Halloween for all who celebrate. $NFLX 10:1 stock split lowers bar for retail folks $NVDA will supply over [------] AI chips to Samsung Electronics & the two will build a AI Megafactory deploying over [-----] Nvidia GPUs $AMZN pt raised $305 from $265 @ JPM"  
[X Link](https://x.com/1991Wolfpack/status/1984233012138000445)  2025-10-31T12:16Z [----] followers, [---] engagements


"@dalibali2 Issues I have noticed at a couple Chipotle locations. [--]. Portion control into overdrive [--]. Beans are dry been there for hours [--]. Dining area not clean [--]. Beverage area sticky & messy"  
[X Link](https://x.com/1991Wolfpack/status/1984234655982518685)  2025-10-31T12:23Z [----] followers, [--] engagements


"@OptionsMike $CMG suffers from portion control inflation dried out beans and messy dining rooms. I still go there on occasion but prefer Cava bowl at the moment. As for position don't like either $CMG or $CAVA yet"  
[X Link](https://x.com/1991Wolfpack/status/1984676084097405277)  2025-11-01T17:37Z [----] followers, [---] engagements


"@TheGarrative9 Reality in MLB without a salary cap which the MLBPA will never agree to"  
[X Link](https://x.com/1991Wolfpack/status/1984970220176351334)  2025-11-02T13:05Z [----] followers, [---] engagements


"@JackMacCFB Not surprising and also a profitable twitter engagement farming grift as well"  
[X Link](https://x.com/1991Wolfpack/status/1985087041349030076)  2025-11-02T20:50Z [----] followers, [---] engagements

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