# ![@274k_aum Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1964914828759437312.png) @274k_aum shitco capital

shitco capital posts on X about $gtlb, ai, $cflt, money the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1964914828759437312/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1964914828759437312/c:line/m:interactions.svg)

- [--] Week [-----] +1,057%
- [--] Month [-----] +269%

### Mentions: [--] [#](/creator/twitter::1964914828759437312/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1964914828759437312/c:line/m:posts_active.svg)

- [--] Week [--] +300%
- [--] Month [--] +38%

### Followers: [--] [#](/creator/twitter::1964914828759437312/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1964914828759437312/c:line/m:followers.svg)

- [--] Week [--] +21%
- [--] Month [--] +25%

### CreatorRank: [---------] [#](/creator/twitter::1964914828759437312/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1964914828759437312/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  27.27% [finance](/list/finance)  16.88% [technology brands](/list/technology-brands)  6.49% [social networks](/list/social-networks)  1.3% [cryptocurrencies](/list/cryptocurrencies)  1.3%

**Social topic influence**
[$gtlb](/topic/$gtlb) #6, [ai](/topic/ai) 9.09%, [$cflt](/topic/$cflt) #3, [money](/topic/money) 3.9%, [all in](/topic/all-in) 2.6%, [cash flow](/topic/cash-flow) 2.6%, [business](/topic/business) 2.6%, [$weav](/topic/$weav) 2.6%, [$brze](/topic/$brze) 2.6%, [vibe coding](/topic/vibe-coding) #599

**Top accounts mentioned or mentioned by**
[@dalibali2](/creator/undefined) [@akramsrazor](/creator/undefined) [@billythekid59](/creator/undefined) [@metacriticcap](/creator/undefined) [@svtechie](/creator/undefined) [@sjxxxxxxx](/creator/undefined) [@premarks](/creator/undefined) [@bilalfarooqui](/creator/undefined) [@coorslightceo](/creator/undefined) [@jordyny74042253](/creator/undefined) [@mattslotnick](/creator/undefined) [@icgmode](/creator/undefined) [@wisemancap](/creator/undefined) [@bucketshopcap](/creator/undefined) [@highyieldharry](/creator/undefined) [@auren](/creator/undefined) [@astridwilde1](/creator/undefined) [@bsgcap](/creator/undefined) [@juliuscaeser420](/creator/undefined) [@consensusgurus](/creator/undefined)

**Top assets mentioned**
[GitLab Inc. (GTLB)](/topic/$gtlb) [Confluent, Inc. (CFLT)](/topic/$cflt) [Weave Communications, Inc. (WEAV)](/topic/$weav) [Braze Inc. (BRZE)](/topic/$brze) [Figma, Inc. (FIG)](/topic/$fig) [Advanced Micro Devices (AMD)](/topic/$amd) [Fiserv, Inc. (FI)](/topic/$fi) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [4 (FOUR)](/topic/$four) [MercadoLibre Inc (MELI)](/topic/$meli) [IBM (IBM)](/topic/ibm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@akramsrazor check me"  
[X Link](https://x.com/274k_aum/status/2020697420011864498)  2026-02-09T03:13Z [--] followers, [--] engagements


"@bilalfarooqui @auren all kinds of favors that might affect them locally in some way but has no big national effect which is what martins point is. small bribes are not equivalent to trying to turn money into substantial ruling power"  
[X Link](https://x.com/274k_aum/status/2022105467129147884)  2026-02-13T00:28Z [--] followers, [---] engagements


"@sv_techie do you think ampl is refusing to sell or they cant get any bids"  
[X Link](https://x.com/274k_aum/status/2022676973395554561)  2026-02-14T14:19Z [--] followers, [--] engagements


"more vibecoding just means more $fig right"  
[X Link](https://x.com/274k_aum/status/2011494065809080625)  2026-01-14T17:42Z [--] followers, [---] engagements


"$gtlb can retire 25% of the share count just using cash on hand and i thought we bottomed last week"  
[X Link](https://x.com/274k_aum/status/2019539714022469951)  2026-02-05T22:32Z [--] followers, [---] engagements


"thesis: $gtlb duo delivers more efficient ai outcomes given gitlabs all in one platform delivering better context to agents. therefore duo captures most of a gitlab companys ai spend via usage credits. if not $gtlb is done. https://grok.com/share/bGVnYWN5_f230b7da-d39c-4344-81ed-ac888e545c42 https://grok.com/share/bGVnYWN5_f230b7da-d39c-4344-81ed-ac888e545c42"  
[X Link](https://x.com/274k_aum/status/2020697125890510896)  2026-02-09T03:11Z [--] followers, [---] engagements


"@astridwilde1 @bsg_cap 70% of $gtlb revenue is self hosted (government financials healthcare) youre telling me these orgs are gonna vibe code their own infrastructure as opposed to layer in agents (via dap) into the best devsecops platform on the market"  
[X Link](https://x.com/274k_aum/status/2023171357933207583)  2026-02-15T23:03Z [--] followers, [---] engagements


"@juliuscaeser420 @ConsensusGurus personal vibe coding /= enterprise devsecops"  
[X Link](https://x.com/274k_aum/status/1978987834800328945)  2025-10-17T00:54Z [--] followers, [--] engagements


"@TemptInvest look at net cash at least lol"  
[X Link](https://x.com/274k_aum/status/1975289092696121526)  2025-10-06T19:56Z [--] followers, [---] engagements


"@BillyTheKid_59 definitely not mad i sold my shares last week :)"  
[X Link](https://x.com/274k_aum/status/1975752665498780140)  2025-10-08T02:38Z [--] followers, [--] engagements


"@dalibali2 @BillyTheKid_59 my ego needs this after selling last week lol but yeah deteriorating fundamentals 20% yoy growth and lack of cash flow margin on top of excessive dilution"  
[X Link](https://x.com/274k_aum/status/1975765163958804822)  2025-10-08T03:28Z [--] followers, [---] engagements


"@sj_xxxxxxx $25 seems like a nice number here although some optimistic bulls think this should demand a [--] handle"  
[X Link](https://x.com/274k_aum/status/1975925211418562969)  2025-10-08T14:04Z [--] followers, [--] engagements


"@CoorsLightCEO which company has ai in the name though"  
[X Link](https://x.com/274k_aum/status/1976004693525680500)  2025-10-08T19:20Z [--] followers, [---] engagements


"@BATMongoose @Amarillo_Slim1 @Ronnie_Wiess IBM/SNOW/Databricks"  
[X Link](https://x.com/274k_aum/status/1976369247313088917)  2025-10-09T19:28Z [--] followers, [---] engagements


"@public_equities we needed ai to realize were paying [--] different vendors for the same thing ngmi lol"  
[X Link](https://x.com/274k_aum/status/1976795764526588257)  2025-10-10T23:43Z [--] followers, [--] engagements


"@rennyzucker get back to me when $amd has an [--] handle 🥴"  
[X Link](https://x.com/274k_aum/status/1976800930667577485)  2025-10-11T00:04Z [--] followers, [---] engagements


"@dalibali2 what have you lost money on (if anything)"  
[X Link](https://x.com/274k_aum/status/1977785434920079563)  2025-10-13T17:16Z [--] followers, [--] engagements


"@dalibali2 brazilian shitcos and shorting are the only ways to lost money in this market"  
[X Link](https://x.com/274k_aum/status/1977786108936372404)  2025-10-13T17:18Z [--] followers, [--] engagements


"@Crussian17 i remeber when $nkla was $60 not sure how close the top is but in retrospect itll have been obvious"  
[X Link](https://x.com/274k_aum/status/1977786565846786053)  2025-10-13T17:20Z [--] followers, [---] engagements


"@TheStalwart @tracyalloway @andrewrsorkin waiting on the first brands episode"  
[X Link](https://x.com/274k_aum/status/1977809603929964813)  2025-10-13T18:52Z [--] followers, [---] engagements


"@P_Remarks $cflt if it doesnt sell"  
[X Link](https://x.com/274k_aum/status/1978522151498973693)  2025-10-15T18:03Z [--] followers, [---] engagements


"@rasmr_eth because its gay to care about tech celebrity actually"  
[X Link](https://x.com/274k_aum/status/1981210356749160746)  2025-10-23T04:05Z [--] followers, [---] engagements


"@LoganTGott just stop paying them"  
[X Link](https://x.com/274k_aum/status/1982094256690073746)  2025-10-25T14:37Z [--] followers, [--] engagements


"@P_Remarks welcome to nrx"  
[X Link](https://x.com/274k_aum/status/1982503869608493477)  2025-10-26T17:45Z [--] followers, [---] engagements


"@JordynY74042253 @BillyTheKid_59 is your take due to strategic value its certainly not on a financial basis (growth declining near 20% yoy minimal cash flow) implied valuation at $30 is 9x rev"  
[X Link](https://x.com/274k_aum/status/1982920840711942613)  2025-10-27T21:22Z [--] followers, [--] engagements


"@JordynY74042253 @BillyTheKid_59 nice basis you already have a nice return lol"  
[X Link](https://x.com/274k_aum/status/1982926522920120794)  2025-10-27T21:44Z [--] followers, [--] engagements


"@thaAdamLittle what are the palantir complaints"  
[X Link](https://x.com/274k_aum/status/1984406891276222733)  2025-10-31T23:47Z [--] followers, [----] engagements


"@Upper20sStCap a question of what liability you want to assume in what contexts"  
[X Link](https://x.com/274k_aum/status/1985483259107820032)  2025-11-03T23:04Z [--] followers, [--] engagements


"@dalibali2 paying 11x rev for consumer subscription app feels bad (as someone who bought recently) even if 80% rule of [--] need to believe not a fad and not ai disrupted"  
[X Link](https://x.com/274k_aum/status/1985488447491228115)  2025-11-03T23:25Z [--] followers, [---] engagements


"@matt_slotnick youre becoming one of the higher alpha twitter accounts these days"  
[X Link](https://x.com/274k_aum/status/1986210923787526199)  2025-11-05T23:16Z [--] followers, [--] engagements


"@pmarca marc is he right or wrong"  
[X Link](https://x.com/274k_aum/status/1987239683999609175)  2025-11-08T19:23Z [--] followers, [--] engagements


"@akramsrazor tech guys can only think in terms of what keeps the grift going anything related to making life better for the average person doesnt cross their mind"  
[X Link](https://x.com/274k_aum/status/1987287219212853525)  2025-11-08T22:32Z [--] followers, [--] engagements


"@matt_slotnick cant find a gf because im too founder mode whos gonna tell him"  
[X Link](https://x.com/274k_aum/status/1987314844861866373)  2025-11-09T00:22Z [--] followers, [---] engagements


"@PaneerCap $fi results and $4b of debt doesnt help"  
[X Link](https://x.com/274k_aum/status/1987602219609591987)  2025-11-09T19:24Z [--] followers, [---] engagements


"@MetacriticCap drop the name"  
[X Link](https://x.com/274k_aum/status/1989079187253260432)  2025-11-13T21:13Z [--] followers, [--] engagements


"@dalibali2 concentration"  
[X Link](https://x.com/274k_aum/status/1989225541006946311)  2025-11-14T06:55Z [--] followers, [---] engagements


"@icg_mode what age range could be tryna lock something down"  
[X Link](https://x.com/274k_aum/status/1990412917984952478)  2025-11-17T13:33Z [--] followers, [--] engagements


"@icg_mode sorry i meant older gals are prob tryna lock something down hence the quick i love you probably not getting that quickly out of a [--] year old but good luck out there"  
[X Link](https://x.com/274k_aum/status/1990433919049802221)  2025-11-17T14:56Z [--] followers, [--] engagements


"@InmanRoshi @blueprintsmb22 scary but salient observation"  
[X Link](https://x.com/274k_aum/status/1990443994665615468)  2025-11-17T15:36Z [--] followers, [---] engagements


"@dalibali2 ai being fake is bullish for gtlb (given seats narrative) which makes this even funnier"  
[X Link](https://x.com/274k_aum/status/1990511126992597427)  2025-11-17T20:03Z [--] followers, [---] engagements


"@BillyTheKid_59 what companies/industries"  
[X Link](https://x.com/274k_aum/status/1990581681888374982)  2025-11-18T00:43Z [--] followers, [--] engagements


"@BucknSF given the bar to ipo and current public multiples doesnt seem entirely absurd although some of these private multiples are"  
[X Link](https://x.com/274k_aum/status/1990629940786835936)  2025-11-18T03:55Z [--] followers, [---] engagements


"@akramsrazor it will never again go below $40 (or above $52)"  
[X Link](https://x.com/274k_aum/status/1990871691463921917)  2025-11-18T19:56Z [--] followers, [---] engagements


"@NuggetCapital if waterous only offered a 10% premium for $meg.to why would he offer more for $gfr.to"  
[X Link](https://x.com/274k_aum/status/1990871954002509947)  2025-11-18T19:57Z [--] followers, [---] engagements


"@CoorsLightCEO miro $18b $0"  
[X Link](https://x.com/274k_aum/status/1990957483935084657)  2025-11-19T01:37Z [--] followers, [---] engagements


"@IndraStocks bought a position in april sold in may for gtlb maybe im just bad at investing"  
[X Link](https://x.com/274k_aum/status/1993058665365217417)  2025-11-24T20:46Z [--] followers, [---] engagements


"@akramsrazor @dalibali2 a holdshitco dalis dream"  
[X Link](https://x.com/274k_aum/status/1995900626295787670)  2025-12-02T16:59Z [--] followers, [---] engagements


"@BillyTheKid_59 10x sales for a rule of [--] company what is this [----] jk good call and great timing"  
[X Link](https://x.com/274k_aum/status/1997882542733795525)  2025-12-08T04:14Z [--] followers, [--] engagements


"@sj_xxxxxxx idk if it increases the odds but a good comp if a strategic is willing to pay 10x rev for a rule of [--] deceling company"  
[X Link](https://x.com/274k_aum/status/1998027826470269175)  2025-12-08T13:52Z [--] followers, [---] engagements


"@sj_xxxxxxx implies mgmt is willing/able to execute a similar sale but yes i suppose so"  
[X Link](https://x.com/274k_aum/status/1998035794339270931)  2025-12-08T14:23Z [--] followers, [--] engagements


"@P_Remarks @dalibali2 aka shitco santa"  
[X Link](https://x.com/274k_aum/status/2003903711803068759)  2025-12-24T19:00Z [--] followers, [---] engagements


"@sv_techie @WisemanCap @dalibali2 - it is profitable 20% fcf margin - q4 guide implies 19% exit growth for q4 yoy 25% fy growth regardless still too cheap and a very valuable asset for any of these coding assistants (enterprise code repository). maybe ai reaccels things and changes narrative or gets bought"  
[X Link](https://x.com/274k_aum/status/2008026911138893864)  2026-01-05T04:04Z [--] followers, [---] engagements


"@sv_techie @WisemanCap @dalibali2 shouldnt get bought for 8x sales at minimum $cflt with worse growth and profitability got bought for 9x"  
[X Link](https://x.com/274k_aum/status/2008027090109726859)  2026-01-05T04:05Z [--] followers, [--] engagements


"@noodle_saint_7 @bucketshopcap @DynamicMoats welcome to club $gtlb happy to have you"  
[X Link](https://x.com/274k_aum/status/2011234692876681522)  2026-01-14T00:31Z [--] followers, [---] engagements


"@TBU12345678 when does this cause $gtlb to pump"  
[X Link](https://x.com/274k_aum/status/2011889175520559329)  2026-01-15T19:52Z [--] followers, [---] engagements


"@MetacriticCap not wrong but thesis not totally incomprehensible [--]. half of fortune [---] arent churning their source code mgmt [--]. need for multi agent licenses forces upgrades to premium tier [--]. layer in usage rev with duo its a show me stock but theyre not strictly tied to licenses"  
[X Link](https://x.com/274k_aum/status/2011934128787317095)  2026-01-15T22:50Z [--] followers, [----] engagements


"@MetacriticCap [--]. yes it puts pressure on seats but assuming devs exist $gtlb is a fundamentally important system of record [--]. @akramsrazor lays out this thesis well in his blog essentially gating how many agents you can deploy in platform behind the highest price tier"  
[X Link](https://x.com/274k_aum/status/2011943541367587328)  2026-01-15T23:28Z [--] followers, [---] engagements


"@MetacriticCap @akramsrazor [--]. github is a formidable competitor but if youre choosing gitlab (better for enterprise and compliance) and believe in multi-agent coding then embedding that with your all in one source code mgmt platform on the highest price tier makes sense for bigcos"  
[X Link](https://x.com/anyuser/status/2011943966305071188)  2026-01-15T23:29Z [--] followers, [---] engagements


"@dalibali2 youre asking people whose jobs rely on annual renewals if theyre gonna make their own job less valuable more curious if corp fin and business leads are ready to rip and replace best of breed tools with weekend vibecode shit"  
[X Link](https://x.com/274k_aum/status/2012407440688738442)  2026-01-17T06:11Z [--] followers, [----] engagements


"@jnconkle @taobanker screencapping your own post is typically frown upon but this is a banger"  
[X Link](https://x.com/274k_aum/status/2012569319910117380)  2026-01-17T16:54Z [--] followers, [--] engagements


"@HighyieldHarry $gtlb lots of code needs a place to be managed (if youre a real enterprise business)"  
[X Link](https://x.com/274k_aum/status/2012589021424390342)  2026-01-17T18:13Z [--] followers, [----] engagements


"@MinhungShih @HighyieldHarry https://docs.gitlab.com/administration/gitlab_duo_self_hosted/ https://docs.gitlab.com/administration/gitlab_duo_self_hosted/"  
[X Link](https://x.com/274k_aum/status/2012629000489955760)  2026-01-17T20:52Z [--] followers, [--] engagements


"current port: $gtlb - pt $60 $cflt - pt $25 $brze - pt $40 $weav - pt $10"  
[X Link](https://x.com/274k_aum/status/1964933618515808570)  2025-09-08T06:07Z [--] followers, [--] engagements


"type of thing you want to hear on a friday as an employee Opendoor board chair Rabois says company is 'bloated' needs to cut 85% of workforce https://t.co/mVzyuU1lKu Opendoor board chair Rabois says company is 'bloated' needs to cut 85% of workforce https://t.co/mVzyuU1lKu"  
[X Link](https://x.com/274k_aum/status/1966539198619406520)  2025-09-12T16:27Z [--] followers, [---] engagements


"did this whales options just expire worthless sir they are buying +20% otm calls again on $cflt two weeks out with no catalysts and sneaky nov/january calendar spreads. the [--] strike nov whale has not moved his position https://t.co/n2AYq2Qdlb sir they are buying +20% otm calls again on $cflt two weeks out with no catalysts and sneaky nov/january calendar spreads. the [--] strike nov whale has not moved his position https://t.co/n2AYq2Qdlb"  
[X Link](https://x.com/274k_aum/status/1992099245030318245)  2025-11-22T05:14Z [--] followers, [--] engagements


"your signal to sell Why I Just Bought the AI Bubble Bottom line is I think its an AI Boom not an AI Bubble. A lot of people are comparing this to the .com bubble which was clearly a bubble in hindsight. While I do agree that there are some excessively valued individual stocks (there always are) Why I Just Bought the AI Bubble Bottom line is I think its an AI Boom not an AI Bubble. A lot of people are comparing this to the .com bubble which was clearly a bubble in hindsight. While I do agree that there are some excessively valued individual stocks (there always are)"  
[X Link](https://x.com/274k_aum/status/1975765728474374531)  2025-10-08T03:30Z [--] followers, [--] engagements


"shitlab shitlab shitlab $gtlb"  
[X Link](https://x.com/anyuser/status/1978926464855658857)  2025-10-16T20:50Z [--] followers, [---] engagements


"fell for the $four meme briefly still probably cheap regardless FinTwit tweeting about buying $FOUR and $MELI as they go down 3% every day https://t.co/BQ0BFl2bVU FinTwit tweeting about buying $FOUR and $MELI as they go down 3% every day https://t.co/BQ0BFl2bVU"  
[X Link](https://x.com/anyuser/status/1978933167819014270)  2025-10-16T21:16Z [--] followers, [---] engagements


"sold out of $cflt (for now) maybe it gets sold after close but prefer sitting this one out to the risk it doesnt and craters would maybe then pick up some shares afterwards"  
[X Link](https://x.com/274k_aum/status/1982816377724408120)  2025-10-27T14:27Z [--] followers, [---] engagements


"$weav at 2x ev/rev looks not horrible"  
[X Link](https://x.com/anyuser/status/1986822618260082903)  2025-11-07T15:46Z [--] followers, [---] engagements


"RT @BullfightCap: Paying $1000 for a ROFR on the founder / CEOs competing coding company than expires in year filed ahead of a major holid"  
[X Link](https://x.com/274k_aum/status/1993866995516031417)  2025-11-27T02:18Z [--] followers, [--] engagements


"wow i fucking suck at investing bought at $17 sold at $20 now being sold at $31 🥴 $CFLT BANG *IBM CONFLUENT DEAL COULD BE ANNOUNCED AS SOON AS MONDAY: WSJ $IBM https://t.co/m1tc2XH6S8 $CFLT BANG *IBM CONFLUENT DEAL COULD BE ANNOUNCED AS SOON AS MONDAY: WSJ $IBM https://t.co/m1tc2XH6S8"  
[X Link](https://x.com/274k_aum/status/1997881145430856157)  2025-12-08T04:09Z [--] followers, [---] engagements


"maybe $gtlb recovers some on the news"  
[X Link](https://x.com/anyuser/status/1997881238473044044)  2025-12-08T04:09Z [--] followers, [---] engagements


"this year i missed: - mdb at $140 - amd at $80 - goog at $170 - cflt at $20 heres to hoping we can better capitalize next year"  
[X Link](https://x.com/274k_aum/status/1997885465870188671)  2025-12-08T04:26Z [--] followers, [--] engagements


"RT @bucketshopcap: Lol. Send the asteroid already"  
[X Link](https://x.com/274k_aum/status/2002058782864752823)  2025-12-19T16:49Z [--] followers, [--] engagements


"wtf happened to $brze"  
[X Link](https://x.com/274k_aum/status/2012222849180672144)  2026-01-16T17:58Z [--] followers, [---] engagements


"its called we put an assload into $gtlb at $33.17 today"  
[X Link](https://x.com/anyuser/status/2013723402498957738)  2026-01-20T21:20Z [--] followers, [---] engagements

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