# ![@3Plantey2 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1244305633110884354.png) @3Plantey2 Shrimp Capital $CCLD $HASH.V $WELL.TO $RMB.V

Shrimp Capital $CCLD $HASH.V $WELL.TO $RMB.V posts on X about ai, $now, growth, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1244305633110884354/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1244305633110884354/c:line/m:interactions.svg)

- [--] Week [-----] -82%
- [--] Month [------] +281%
- [--] Months [-------] -53%
- [--] Year [---------] +178%

### Mentions: [--] [#](/creator/twitter::1244305633110884354/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1244305633110884354/c:line/m:posts_active.svg)

- [--] Week [--] -21%
- [--] Month [---] +147%
- [--] Months [---] +41%
- [--] Year [---] -8.30%

### Followers: [-----] [#](/creator/twitter::1244305633110884354/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1244305633110884354/c:line/m:followers.svg)

- [--] Week [-----] +0.05%
- [--] Month [-----] +1.50%
- [--] Months [-----] +31%
- [--] Year [-----] +79%

### CreatorRank: [-------] [#](/creator/twitter::1244305633110884354/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1244305633110884354/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  15.84% [technology brands](/list/technology-brands)  13.86% [finance](/list/finance)  4.95% [currencies](/list/currencies)  2.97% [social networks](/list/social-networks)  1.98% [products](/list/products)  1.98% [gaming](/list/gaming)  0.99% [celebrities](/list/celebrities)  0.99%

**Social topic influence**
[ai](/topic/ai) 11.88%, [$now](/topic/$now) #68, [growth](/topic/growth) 4.95%, [in the](/topic/in-the) 4.95%, [$ccld](/topic/$ccld) #1, [$nvda](/topic/$nvda) 3.96%, [just a](/topic/just-a) 3.96%, [this is](/topic/this-is) 2.97%, [to the](/topic/to-the) 2.97%, [lol](/topic/lol) 2.97%

**Top accounts mentioned or mentioned by**
[@nietschecapital](/creator/undefined) [@yilengyao1](/creator/undefined) [@bondkingjanush1](/creator/undefined) [@kairospraxis](/creator/undefined) [@sauers](/creator/undefined) [@raleighpartners](/creator/undefined) [@madcapcap](/creator/undefined) [@rubicon59](/creator/undefined) [@wqeqesadwe](/creator/undefined) [@devrlast](/creator/undefined) [@justtradinghoy](/creator/undefined) [@latranquillum](/creator/undefined) [@curiousinhell](/creator/undefined) [@miroslavtepnek1](/creator/undefined) [@divestech](/creator/undefined) [@jasonlk](/creator/undefined) [@simeonresearch](/creator/undefined) [@piratnation](/creator/undefined) [@elonmusk](/creator/undefined) [@paul221144](/creator/undefined)

**Top assets mentioned**
[Now Coin (NOW)](/topic/$now) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [monday.com Ltd. (MNDY)](/topic/$mndy) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Salesforce Inc (CRM)](/topic/$crm) [Advanced Micro Devices (AMD)](/topic/$amd) [Adobe, Inc. (ADBE)](/topic/$adbe) [Taiwan Semiconductor (TSM)](/topic/$tsm) [AppLovin Corporation (APP)](/topic/applovin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Aveanna Healthcare Holdings Inc. (AVAH)](/topic/$avah) [WIX.com Ltd. (WIX)](/topic/$wix) [Microsoft Corp. (MSFT)](/topic/microsoft) [Gartner Inc (IT)](/topic/$it)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Can't believe $now is down while $mndy is up. What a retarded market"  
[X Link](https://x.com/anyuser/status/2019850880045183486)  2026-02-06T19:09Z [----] followers, [----] engagements


"This is a funny argument because it's got so much certainty banked into it with logic that can lead to entirely different outcomes. I'll break down [--] fundamental assumptions and change them up a bit. 1/x 👇 @jasonlk The argument that AIs will be disruptive isn't that they can currently found and run their own business. The strong argument is that AIs are now self improving and this might lead to exponential growth. @jasonlk The argument that AIs will be disruptive isn't that they can currently found and run their own business. The strong argument is that AIs are now self improving and this"  
[X Link](https://x.com/3Plantey2/status/2020360259785634200)  2026-02-08T04:53Z [----] followers, [----] engagements


"The brain is very efficient our models aren't. We don't use these LLM benchmarks to determine peoples consciousness or intelligence & economic impact but when it comes to the models we praise these benchmarks as progress"  
[X Link](https://x.com/3Plantey2/status/2020360329348456705)  2026-02-08T04:53Z [----] followers, [---] engagements


"@Nietschecapital @SimeonResearch_"  
[X Link](https://x.com/3Plantey2/status/2020361350371787233)  2026-02-08T04:57Z [----] followers, [---] engagements


"If this guy is alive this shit is so funny. Just 170hrs vibing with kids in LAWLESS mode. Can't make this shit up @Pirat_Nation Hey Official Fortnite here - this was a ruse by a Fortnite player. A few days ago an existing Fortnite account owner changed their username from something totally unrelated to littlestjeff1 following the revelation of littlestjeff1 as a name on YouTube. These Fortnite trackers @Pirat_Nation Hey Official Fortnite here - this was a ruse by a Fortnite player. A few days ago an existing Fortnite account owner changed their username from something totally unrelated to"  
[X Link](https://x.com/3Plantey2/status/2020496648863121759)  2026-02-08T13:55Z [----] followers, [---] engagements


"These guys are so cooked lol horrifically vibecoded and its painful to see the person claim it as original work https://t.co/9HYQjPOh3a horrifically vibecoded and its painful to see the person claim it as original work https://t.co/9HYQjPOh3a"  
[X Link](https://x.com/3Plantey2/status/2020517473808777467)  2026-02-08T15:17Z [----] followers, [---] engagements


"Taps sign https://t.co/5ALFtq9RDd Taps sign https://t.co/5ALFtq9RDd"  
[X Link](https://x.com/3Plantey2/status/2020594908659319119)  2026-02-08T20:25Z [----] followers, [---] engagements


"One thing the AI/agent bros underestimate is how many businesses like these exist. They just don't want AI. They're slow and just want stuff that works. It's really easy to have stupid takes about SaaS. Fact: software has always been easy to build. If you Google any software product or category. There are 100s or 1000s of options already. If coding is faster or easier this goes to 10000s of options. Which leads to no It's really easy to have stupid takes about SaaS. Fact: software has always been easy to build. If you Google any software product or category. There are 100s or 1000s of options"  
[X Link](https://x.com/3Plantey2/status/2020605011747803487)  2026-02-08T21:05Z [----] followers, [----] engagements


"Hey at least $mndy is dumping. Some sanity is coming back to the market Can't believe $now is down while $mndy is up. What a retarded market. Can't believe $now is down while $mndy is up. What a retarded market"  
[X Link](https://x.com/3Plantey2/status/2020863257410437397)  2026-02-09T14:12Z [----] followers, [---] engagements


"$well.to acquisition via wellstar"  
[X Link](https://x.com/3Plantey2/status/2021244286407172528)  2026-02-10T15:26Z [----] followers, [---] engagements


"The grifters are at it again So today we have: - xAI Co-Founder leaving and saying "Recursive self improvement loops go live in the next [--] months" - Head of Anthropic's Safeguards Research leaving and saying "the world is in peril" and wants to "become invisible" - Claude's Opus [---] being "aware it was https://t.co/OpcXUlQ0Yc So today we have: - xAI Co-Founder leaving and saying "Recursive self improvement loops go live in the next [--] months" - Head of Anthropic's Safeguards Research leaving and saying "the world is in peril" and wants to "become invisible" - Claude's Opus [---] being "aware"  
[X Link](https://x.com/3Plantey2/status/2021556827209814523)  2026-02-11T12:08Z [----] followers, [---] engagements


"Last day at xAI. xAI's mission is push humanity up the Kardashev tech tree. Grateful to have helped cofound at the start. And enormous thanks to @elonmusk for bringing us together on this incredible journey. So proud of what the xAI team has done and will continue to stay close Last day at xAI. xAI's mission is push humanity up the Kardashev tech tree. Grateful to have helped cofound at the start. And enormous thanks to @elonmusk for bringing us together on this incredible journey. So proud of what the xAI team has done and will continue to stay close"  
[X Link](https://x.com/3Plantey2/status/2021558878539022544)  2026-02-11T12:16Z [----] followers, [---] engagements


"Remember this Nothing. Ever. Happens. Recursive self improvement loops likely go live in the next 12mo ITS HAPPENING https://t.co/uF8QZJZDZZ Recursive self improvement loops likely go live in the next 12mo ITS HAPPENING https://t.co/uF8QZJZDZZ"  
[X Link](https://x.com/3Plantey2/status/2021563076214956124)  2026-02-11T12:32Z [----] followers, [---] engagements


"It always switches between: -It's here -It's not here but will be in the next [--] months -It's not here we just need 20b more. I know we're all used to it now but it's so wild that recursive self improvement is actually happening now in some form and we're all just debating the pace This was a sci fi concept and some even questioned if it was possible at all I know we're all used to it now but it's so wild that recursive self improvement is actually happening now in some form and we're all just debating the pace This was a sci fi concept and some even questioned if it was possible at all"  
[X Link](https://x.com/3Plantey2/status/2021566339123720704)  2026-02-11T12:45Z [----] followers, [---] engagements


"So you're telling me there won't be an ai utopia Damn that's crazy who could have guessed WEF Lead Advisor Yuval Noah Harari: "In the 21st century the main struggle will be to avoid becoming irrelevant. Those who lose will be the useless class." "This useless class will be separated by an ever-widening gap from an ever-more powerful elite." https://t.co/VdkB7JTdq0 WEF Lead Advisor Yuval Noah Harari: "In the 21st century the main struggle will be to avoid becoming irrelevant. Those who lose will be the useless class." "This useless class will be separated by an ever-widening gap from an"  
[X Link](https://x.com/3Plantey2/status/2021578666535240129)  2026-02-11T13:34Z [----] followers, [---] engagements


"Bet this shit seems crazy if you're genuinely retarded Something is happening https://t.co/rwAdOdmF3T Something is happening https://t.co/rwAdOdmF3T"  
[X Link](https://x.com/3Plantey2/status/2021644377567957117)  2026-02-11T17:55Z [----] followers, [---] engagements


""AI will take over all knowledge work" ---- buys $nvda 🤦🙏"  
[X Link](https://x.com/3Plantey2/status/2021736332138078372)  2026-02-12T00:01Z [----] followers, [---] engagements


"Something I've recently thought about is how the way in which these models are being built is counter to the goal of AGI. There is no commercial benefit or demand for an AI that does not listen to the user therefore there is no incentive to develop AGI or ASI"  
[X Link](https://x.com/3Plantey2/status/2021990737026666566)  2026-02-12T16:52Z [----] followers, [---] engagements


"$ccld dumped so hard that it's miraculously managed to stay + today. Looking forward to earnings on this one"  
[X Link](https://x.com/3Plantey2/status/2022001817601945635)  2026-02-12T17:36Z [----] followers, [---] engagements


"Mine are looking to be the current [--] and: $Npth.v $avah $tnz.to $cno.v $clmb $blm.v $bqe.v +Some more Some cases that I will follow in [----] $ZDC.V - Fleet expansion ramp up & Texas branch $EKTER.AT - 7th grade construction license Decision $CCLD - Growth trend + Preferred shares dividend payments $NURS.V - Guide + Platform scale both on clients and verticals GLP-1 Some cases that I will follow in [----] $ZDC.V - Fleet expansion ramp up & Texas branch $EKTER.AT - 7th grade construction license Decision $CCLD - Growth trend + Preferred shares dividend payments $NURS.V - Guide + Platform scale"  
[X Link](https://x.com/3Plantey2/status/2006146827616239859)  2025-12-30T23:34Z [----] followers, [----] engagements


"Just like with the gaming companies ( $ttwo etc) I have a feeling a loooot of semi investors ( $nvda $amd $avgo) are tech boomers who really don't understand what they're buying or how new and current tech works (procedurally generated interactive video vs video game/game engine) Soon enough the narrative is going to be that AI will eat software ( $now $crm $adbe $csu.to) and design all the chips ( $nvda $avgo $amd) and the AI companies will make a total of $0 doing this so the only bet left to make is $tsm Soon enough the narrative is going to be that AI will eat software ( $now $crm $adbe"  
[X Link](https://x.com/3Plantey2/status/2019110550714622419)  2026-02-04T18:07Z [----] followers, [----] engagements


"Gonna do a non ai hype breakdown of why this tech won't replace game engines for the foreseeable future ( $ttwo). If you're interested in how games work this could be a thread for you👇 My theory is that the majority of the ai hype guys are actually boomers who don't understand how games or software as a whole work. They just see stuff on their screens and don't understand the process. My theory is that the majority of the ai hype guys are actually boomers who don't understand how games or software as a whole work. They just see stuff on their screens and don't understand the process"  
[X Link](https://x.com/3Plantey2/status/2019144270989652380)  2026-02-04T20:21Z [----] followers, [----] engagements


"Genie is basically a procedurally generated interactive video. This differs significantly from how game engines work in that no rasterization is done here. There's no calculations made within a pre scripted/coded world instead everything is generated/made up as time goes on"  
[X Link](https://x.com/3Plantey2/status/2019144273288130728)  2026-02-04T20:21Z [----] followers, [---] engagements


"Nothing. Ever. Happens. Nothing new. Just a bunch of already existing peripheral software bundled into the website/app/api. No model improvements actually lead to this"  
[X Link](https://x.com/3Plantey2/status/2019489678546588066)  2026-02-05T19:13Z [----] followers, [----] engagements


"@Sauers_ Oh my how surprising. It copies exactly what is in it's training data. Nonetheless this can lead to pretty horrible outcomes"  
[X Link](https://x.com/3Plantey2/status/2019509566560751759)  2026-02-05T20:32Z [----] followers, [---] engagements


"Why is $wix valued so highly It's arguably the best short in the world with the narrative of SaaS dying. They're: -Horizontal -Mostly B2C or SME very marketing dependent -Low switching costs -Zero network -Zero ability to integrate AI as the LLM literally is the aio solution"  
[X Link](https://x.com/3Plantey2/status/2019555645041803484)  2026-02-05T23:36Z [----] followers, [---] engagements


"@YilengYao1 @BondKingJanusH1 The gpt wrapper is unstoppable for now"  
[X Link](https://x.com/3Plantey2/status/2019578524873658480)  2026-02-06T01:06Z [----] followers, [--] engagements


"@BondKingJanusH1 @YilengYao1 I'm not a bot lol. I just now mentioned it. Not a stock I regularly talk about"  
[X Link](https://x.com/3Plantey2/status/2019584251197612355)  2026-02-06T01:29Z [----] followers, [--] engagements


"@Paul_221144 @rubicon59 PE is irrelevant"  
[X Link](https://x.com/3Plantey2/status/2020498789812043945)  2026-02-08T14:03Z [----] followers, [---] engagements


"@wqeqesadwe @stevehou So far they've survived fine but yeah eventually it'll go to shit"  
[X Link](https://x.com/3Plantey2/status/2021709714199912781)  2026-02-11T22:15Z [----] followers, [--] engagements


"@devrlast @trend_bullish Would be happy now but I have better opportunities"  
[X Link](https://x.com/3Plantey2/status/2022127345591890154)  2026-02-13T01:55Z [----] followers, [--] engagements


"@JustTradingHoy "Chatgpt please vibecode Microsoft for me. All their games software and cloud products. Sell these products and make profits. Don't make any mistakes""  
[X Link](https://x.com/3Plantey2/status/2019884619751944256)  2026-02-06T21:23Z [----] followers, [---] engagements


"@LaTranquillum Meh I don't think the report was horrible in isolation. However it's problematic that they are acquiring companies without fixing the underlying organic growth issues"  
[X Link](https://x.com/3Plantey2/status/2022757311874253162)  2026-02-14T19:38Z [----] followers, [---] engagements


"The worst part about an unrealized gains tax is that it actually allows for infinite losses. Crazy to think about. https://t.co/bz6oJYAXPf https://t.co/bz6oJYAXPf"  
[X Link](https://x.com/3Plantey2/status/2023193281040089242)  2026-02-16T00:30Z [----] followers, [----] engagements


"@P_Remarks To be fair one of them is 100% a fraud and the others growth is 50% fraudulent round-tripping"  
[X Link](https://x.com/3Plantey2/status/2017197389501591573)  2026-01-30T11:25Z [----] followers, [---] engagements


"@TylerD0rd3n @akramsrazor Real real. Just say "buy growth". No more fluff is needed lol"  
[X Link](https://x.com/3Plantey2/status/2017203359384473777)  2026-01-30T11:48Z [----] followers, [--] engagements


"@bugeja_andrew Yep. I think Q4 will be very good and then Q1 will really begin to cement the growth story"  
[X Link](https://x.com/3Plantey2/status/2017318758591721957)  2026-01-30T19:27Z [----] followers, [--] engagements


"@taobanker Cheaper and more growth"  
[X Link](https://x.com/3Plantey2/status/2017642601977921985)  2026-01-31T16:54Z [----] followers, [---] engagements


"@dpinsen @LogicalThesis "U9 red pizza party" is not an allegation it's a well known code for rape parties going back to the Wikileaks. They literally mail this shirt. "Oh no don't manhandle the cheese" "loved the torture video". It goes on and on"  
[X Link](https://x.com/3Plantey2/status/2018142930620305635)  2026-02-02T02:02Z [----] followers, [--] engagements


"@_cherki82_ @LauraAboli_X It's not"  
[X Link](https://x.com/3Plantey2/status/2018338754193178943)  2026-02-02T15:00Z [----] followers, [----] engagements


"@LeoDeutschg5 @ZoroThis @RemiliaRabbi You're just a gpt goy"  
[X Link](https://x.com/3Plantey2/status/2018359445382676834)  2026-02-02T16:22Z [----] followers, [--] engagements


"@Nietschecapital Truly a shitco"  
[X Link](https://x.com/3Plantey2/status/2018448220943466853)  2026-02-02T22:15Z [----] followers, [---] engagements


"I love how the $IT call is about as useless as their consulting biz is. All fluff no substance"  
[X Link](https://x.com/3Plantey2/status/2018724800672252197)  2026-02-03T16:34Z [----] followers, [---] engagements


"@RangarajSrikan1 @StockMarketNerd An app. Lol"  
[X Link](https://x.com/3Plantey2/status/2018733463881371954)  2026-02-03T17:08Z [----] followers, [---] engagements


"@JM_Investment0 It's a shitco"  
[X Link](https://x.com/3Plantey2/status/2018738709164884479)  2026-02-03T17:29Z [----] followers, [---] engagements


"Seems $mu and $nvda are also software now🤣"  
[X Link](https://x.com/3Plantey2/status/2018758353422332069)  2026-02-03T18:47Z [----] followers, [---] engagements


"@JohnDoeKnowsGuy It's a shitco. Stay away"  
[X Link](https://x.com/3Plantey2/status/2018763430107267490)  2026-02-03T19:08Z [----] followers, [---] engagements


"@BuffaloBillCo Buying is better than building :)"  
[X Link](https://x.com/3Plantey2/status/2018826792870543737)  2026-02-03T23:19Z [----] followers, [---] engagements


"$ttwo Told ya. This was such an easy call. My theory is that the majority of the ai hype guys are actually boomers who don't understand how games or software as a whole work. They just see stuff on their screens and don't understand the process. My theory is that the majority of the ai hype guys are actually boomers who don't understand how games or software as a whole work. They just see stuff on their screens and don't understand the process"  
[X Link](https://x.com/3Plantey2/status/2018846571564355697)  2026-02-04T00:38Z [----] followers, [----] engagements


"@geniebites @iamanuragshar @AndreasSteno Which just won't be the case. The software cos will cut costs if need be"  
[X Link](https://x.com/3Plantey2/status/2019015246782845109)  2026-02-04T11:48Z [----] followers, [--] engagements


"@EquityBrian Shitco"  
[X Link](https://x.com/3Plantey2/status/2019038251240304762)  2026-02-04T13:20Z [----] followers, [--] engagements


"@Stocksquare01 @Nietschecapital @AppLovin @AxonAdsManager Lol what"  
[X Link](https://x.com/3Plantey2/status/2019095941026840934)  2026-02-04T17:09Z [----] followers, [---] engagements


"Soon enough the narrative is going to be that AI will eat software ( $now $crm $adbe $csu.to) and design all the chips ( $nvda $avgo $amd) and the AI companies will make a total of $0 doing this so the only bet left to make is $tsm"  
[X Link](https://x.com/3Plantey2/status/2019100541398446117)  2026-02-04T17:27Z [----] followers, [----] engagements


"@Nietschecapital Thanks I honestly have a feeling they've long ago turned off their brains. Previously they just bought whatever went up and now they ask chatgpt🤣"  
[X Link](https://x.com/3Plantey2/status/2019113818320973969)  2026-02-04T18:20Z [----] followers, [--] engagements


"@JuanHR_de @KairosPraxis Because their m&a irr is higher than the stock"  
[X Link](https://x.com/3Plantey2/status/2019145355049463828)  2026-02-04T20:25Z [----] followers, [--] engagements


"@KairosPraxis @RaleighPartners @madcap_cap You'd need a lot lower price to have a 15% irr on stock buybacks. Remember they have no real fcf because all of it is going into m&a. You can't have your cake and eat it too"  
[X Link](https://x.com/3Plantey2/status/2019145708784259396)  2026-02-04T20:27Z [----] followers, [--] engagements


"@rubicon59 And what about the employees I thought chatgpt could just vibecode everything. Apparently it can't vibecode itself"  
[X Link](https://x.com/3Plantey2/status/2019145990138392716)  2026-02-04T20:28Z [----] followers, [---] engagements


"@madcap_cap @KairosPraxis @RaleighPartners Of course but if the irr from buybacks is lower then m&a that's a dumb idea"  
[X Link](https://x.com/3Plantey2/status/2019148949781901456)  2026-02-04T20:39Z [----] followers, [--] engagements


"@KairosPraxis @madcap_cap @RaleighPartners Even then a dividend is often preferred by shareholders"  
[X Link](https://x.com/3Plantey2/status/2019152405577822475)  2026-02-04T20:53Z [----] followers, [--] engagements


"@Nietschecapital Look at this shit. Insane"  
[X Link](https://x.com/3Plantey2/status/2019156836826411364)  2026-02-04T21:11Z [----] followers, [---] engagements


"@VoltPortfolio @Nietschecapital What are your reasons for it being a fraud Interested to know"  
[X Link](https://x.com/3Plantey2/status/2019330711572861310)  2026-02-05T08:42Z [----] followers, [--] engagements


"@jaysyoon [--] Cohr is being conservative [--] vertically Integrated [--] actual core growth is far stronger than consolidated [--] book to bill is 4x"  
[X Link](https://x.com/3Plantey2/status/2019336498412200263)  2026-02-05T09:05Z [----] followers, [---] engagements


"I think the next ai breakthrough will likely be for llms to form memories of abstract concepts. This is likely to come in the form of either simple prompt automations where learnings are fed back into the model or through a memory retrieval process 1/4"  
[X Link](https://x.com/3Plantey2/status/2019384771848335730)  2026-02-05T12:17Z [----] followers, [---] engagements


"Imo the cos most likely to achieve this breakthrough are anthropic and deepseek. They're both compute restricted and anthropic is focused on B2B which are the exact type of customers looking for this 2/4"  
[X Link](https://x.com/3Plantey2/status/2019384773941293283)  2026-02-05T12:17Z [----] followers, [--] engagements


"@CuriousinHell @Miroslavtepnek1 Actually they don't disagree. Ccldo is at ATHs. There is no terminal risk priced in only short term noise"  
[X Link](https://x.com/3Plantey2/status/2019400510592192638)  2026-02-05T13:19Z [----] followers, [--] engagements


"A terminal value derivative does not trade like this if there are long term concerns $ccldo $ccld People need to understand this"  
[X Link](https://x.com/3Plantey2/status/2019403457954779578)  2026-02-05T13:31Z [----] followers, [---] engagements


"@CuriousinHell @Miroslavtepnek1 Terminal value derivative agrees with me"  
[X Link](https://x.com/3Plantey2/status/2019403706769514635)  2026-02-05T13:32Z [----] followers, [--] engagements


"@Tobias222225 Pro forma Q3 was around 36m and the revenue from medsphere doesn't seem to be particularly seasonal. Ccld could make some cuts but they also seem to be winning contracts + more m&a will add further revenue"  
[X Link](https://x.com/3Plantey2/status/2019434814823436362)  2026-02-05T15:35Z [----] followers, [--] engagements


"@Crussian17 Probably a bad idea. Long shitcos SaaS not good SaaS"  
[X Link](https://x.com/3Plantey2/status/2019470379610198035)  2026-02-05T17:57Z [----] followers, [---] engagements


"@TalkSoonCapital Because prefs receive very little upside comparatively. They're very limited by the redemption price. Any excess earnings/growth goes into the commons. Prefs are basically just a terminal value proxy/derivative"  
[X Link](https://x.com/3Plantey2/status/2019480327899460069)  2026-02-05T18:36Z [----] followers, [---] engagements


"@value_invest12 Shitco imo"  
[X Link](https://x.com/3Plantey2/status/2019483690997256615)  2026-02-05T18:50Z [----] followers, [---] engagements


"@Nietschecapital @DivesTech Platform kinda like now. It's better than vms or SaaS because platforms in general will benefit from AI. The only risk with app is that googl decides to use it's entire data center capacity to train a better model than applovin has"  
[X Link](https://x.com/3Plantey2/status/2019512746619072551)  2026-02-05T20:45Z [----] followers, [---] engagements


"@Nietschecapital @DivesTech The risk with app is that unlike platform cos like now YouTube or Uber (could be disrupted for other reasons) they don't have the same stickiness"  
[X Link](https://x.com/3Plantey2/status/2019512962541842644)  2026-02-05T20:46Z [----] followers, [--] engagements


"Like sure I still think there's demand for these types of services but the competition here will be brutal due to the VC funding coming into the vibe code cos"  
[X Link](https://x.com/3Plantey2/status/2019555937602924757)  2026-02-05T23:37Z [----] followers, [---] engagements


"@YilengYao1 Problem is it's likely that gpt wrapper will be integrated into gpt"  
[X Link](https://x.com/3Plantey2/status/2019563440482951628)  2026-02-06T00:07Z [----] followers, [--] engagements


"@MetacriticCap @matt_slotnick Nothing has happened so they've only ever been wrong so far"  
[X Link](https://x.com/3Plantey2/status/2019564811584168028)  2026-02-06T00:12Z [----] followers, [--] engagements


"@Sauers_ Surprised it hasn't figured out the tests at this point. It's bound to be somewhere in the training data by now lol"  
[X Link](https://x.com/3Plantey2/status/2019570576546042052)  2026-02-06T00:35Z [----] followers, [---] engagements


"@High__Signal @Sauers_ "ai is a magical sentient being that knows everything" Huh it still can't produce interactive videos. Weird How about "it's just a predictive model that finds relationships between data" oh I got an idea let's train it on video games until it finds some relationships"  
[X Link](https://x.com/3Plantey2/status/2019570901839470877)  2026-02-06T00:36Z [----] followers, [--] engagements


"@CambriaCreek @TrentBlair19 Thought that when it went from $5 to $1.2. Bought after the conversion and couldn't see how it was a negative. Turns out it wasn't"  
[X Link](https://x.com/3Plantey2/status/2019593375624884260)  2026-02-06T02:05Z [----] followers, [---] engagements


"Seeing a lotta cope similar to the art guys. Sounds incredible until you read the fine print. The compiler generates less efficient code than GCC with all optimizations disabled. It doesnt have its own assembler or linker. It cant produce a 16-bit x86 code generator. And Carlini himself says it has nearly reached the Sounds incredible until you read the fine print. The compiler generates less efficient code than GCC with all optimizations disabled. It doesnt have its own assembler or linker. It cant produce a 16-bit x86 code generator. And Carlini himself says it has nearly reached the"  
[X Link](https://x.com/3Plantey2/status/2019728466225352913)  2026-02-06T11:02Z [----] followers, [---] engagements


"@Nietschecapital @JustTradingHoy Lmaoooooo. The moat in reddit isn't the code ffs. It's the network. Why can't people understand this How many dumb X competitors are out there Tons And X has not died"  
[X Link](https://x.com/3Plantey2/status/2019884309671473618)  2026-02-06T21:22Z [----] followers, [--] engagements


"@dwlz Yeah it's a shitco"  
[X Link](https://x.com/3Plantey2/status/2019888735916114252)  2026-02-06T21:39Z [----] followers, [---] engagements


"Something to think about"  
[X Link](https://x.com/3Plantey2/status/2019896956965863913)  2026-02-06T22:12Z [----] followers, [---] engagements


"@Nietschecapital basically what $now is building"  
[X Link](https://x.com/3Plantey2/status/2019907822687776840)  2026-02-06T22:55Z [----] followers, [---] engagements


"@Whatathingtodo1 @adrivalue @rebound_capital Normal growth. No idea what drugs you're on"  
[X Link](https://x.com/3Plantey2/status/2020205084718911893)  2026-02-07T18:36Z [----] followers, [--] engagements


"@JustinAlexP @StopPayerImpot @Phantom_TheGame The best CEOs are visionaries aka ideas guys"  
[X Link](https://x.com/3Plantey2/status/2020272859369861131)  2026-02-07T23:05Z [----] followers, [--] engagements


"@Jon4Lakers Note [--] or some iPhone [--] it's just explosive and stuff is just mind bendingly stupid"  
[X Link](https://x.com/3Plantey2/status/1264283920138489856)  2020-05-23T19:55Z [----] followers, [--] engagements


"@JAYG_OC @BenGeskin Yeah it's better than a [--] year old iPhone yes"  
[X Link](https://x.com/3Plantey2/status/1270363906435878915)  2020-06-09T14:35Z [----] followers, [--] engagements


"OnePlus has added a new revolutionary feature ads"  
[X Link](https://x.com/3Plantey2/status/1356215349902008321)  2021-02-01T12:18Z [----] followers, [---] engagements


"@LeakerApple Lol. You really think this tech is actually replacing anything"  
[X Link](https://x.com/3Plantey2/status/1666682997616128000)  2023-06-08T05:46Z [----] followers, 25.1K engagements


"@starryfawnn @PhantomThorns @ShitpostGate Pain tolerance😂😂😂😂😂"  
[X Link](https://x.com/3Plantey2/status/1856492478293258564)  2024-11-13T00:21Z [----] followers, [----] engagements


"5 positions for [--] and a 6th to prepare for [--] 1: Well 2: Ufpt 3: Se 4: Hash/simply solventless concentrates 5: Envipco 6: Cash"  
[X Link](https://x.com/3Plantey2/status/1864013533458911332)  2024-12-03T18:27Z [----] followers, [----] engagements


"@trashh_dev He's totally right"  
[X Link](https://x.com/3Plantey2/status/1867958248344781237)  2024-12-14T15:42Z [----] followers, [----] engagements


"@pbgomez_ 99.99999% of people are I competent can't run businessess can't allocate capital efficiency are lazy & have zero idea of the future. This is success. Only the top should allocate capital"  
[X Link](https://x.com/3Plantey2/status/1872470677628047733)  2024-12-27T02:32Z [----] followers, 97K engagements


"Holy fuck this is the most obvious fraud in the history of frauds😭😂😂 $int.st It's actually insane. Like actually nothing even compares to this company"  
[X Link](https://x.com/3Plantey2/status/1927395814734778510)  2025-05-27T16:05Z [----] followers, 59.2K engagements


"It's somewhat surprising to me how many serial acquirers are struggling right now. Csu growth is slowing instalco blew up medcap is at negative growth vitec has slowed significantly Descartes is slowing lifco reverted to single digit growth"  
[X Link](https://x.com/3Plantey2/status/1944775239893700828)  2025-07-14T15:05Z [----] followers, [----] engagements


"@TheYTCreature @ChibiReviews Bootlicker"  
[X Link](https://x.com/3Plantey2/status/1950622809295663520)  2025-07-30T18:21Z [----] followers, [----] engagements


"Intellego call is going horribly so far: -Margin guidance from 70% to 30% -Focus from organic to inorganic -Zero real concerns addressed Intellego's $INT.ST $INT live event happening now. https://t.co/sLPtyaxkDF Intellego's $INT.ST $INT live event happening now. https://t.co/sLPtyaxkDF"  
[X Link](https://x.com/3Plantey2/status/1970051969105424609)  2025-09-22T09:06Z [----] followers, 44.4K engagements


""The largest most successful companies on the planet predominately believe spending aggressively on the metaverse is the correct decision today. Its interesting to me that some people think they know better than these enterprises." The largest most successful companies on the planet predominately believe spending aggressively on CapEx is the correct decision today. Its interesting to me that some people think they know better than these enterprises & are confident in calling this a terrible decision. The largest most successful companies on the planet predominately believe spending"  
[X Link](https://x.com/3Plantey2/status/1985283520751604089)  2025-11-03T09:50Z [----] followers, 37.9K engagements


"Incredible results to say the least $csu.to $CSU $CSU.TO $TOI Constellation Software's revenues grew 16% with FCF2A2S up 46%. Going through the details now. https://t.co/sts1fWMmzc $CSU $CSU.TO $TOI Constellation Software's revenues grew 16% with FCF2A2S up 46%. Going through the details now. https://t.co/sts1fWMmzc"  
[X Link](https://x.com/3Plantey2/status/1986920335598354617)  2025-11-07T22:14Z [----] followers, [----] engagements


"@davey_juice It's one of the best m&a cos in the world. Of course people like it"  
[X Link](https://x.com/3Plantey2/status/2019006523712962621)  2026-02-04T11:14Z [----] followers, [---] engagements

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