#  @4drant 4drant 4drant posts on X about if you, ai, in the, $crm the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1209195019598475265/interactions)  - [--] Week [----------] +26,076% - [--] Month [----------] +9,895% - [--] Months [----------] +6,469% - [--] Year [----------] +21,406% ### Mentions: [--] [#](/creator/twitter::1209195019598475265/posts_active)  - [--] Week [--] -4.90% - [--] Month [---] +22% - [--] Months [---] +86% - [--] Year [---] +282% ### Followers: [-----] [#](/creator/twitter::1209195019598475265/followers)  - [--] Week [-----] +1.40% - [--] Month [-----] +7.80% - [--] Months [-----] +25% - [--] Year [-----] +37% ### CreatorRank: [-------] [#](/creator/twitter::1209195019598475265/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 46% [technology brands](/list/technology-brands) 16% [finance](/list/finance) 11% [cryptocurrencies](/list/cryptocurrencies) 4% [currencies](/list/currencies) 3% [social networks](/list/social-networks) 2% [gaming](/list/gaming) 1% [countries](/list/countries) 1% **Social topic influence** [if you](/topic/if-you) 11%, [ai](/topic/ai) 9%, [in the](/topic/in-the) 5%, [$crm](/topic/$crm) #76, [$csu](/topic/$csu) #34, [$pstg](/topic/$pstg) #1, [this is](/topic/this-is) 4%, [$gtlb](/topic/$gtlb) #11, [$relx](/topic/$relx) #2, [$now](/topic/$now) 4% **Top accounts mentioned or mentioned by** [@pythiar](/creator/undefined) [@matt_slotnick](/creator/undefined) [@jerrycap](/creator/undefined) [@twannsworld](/creator/undefined) [@tmtjack](/creator/undefined) [@mattslotnick](/creator/undefined) [@premarks](/creator/undefined) [@valuations](/creator/undefined) [@ohcapideas](/creator/undefined) [@tomsmith839](/creator/undefined) [@harengrouge](/creator/undefined) [@bucknsf](/creator/undefined) [@equilyse1](/creator/undefined) [@alexteha](/creator/undefined) [@michaeldell](/creator/undefined) [@petermantas](/creator/undefined) [@plainyogurt21](/creator/undefined) [@wtcm3](/creator/undefined) [@tintincapital](/creator/undefined) [@qcapital2020](/creator/undefined) **Top assets mentioned** [Salesforce Inc (CRM)](/topic/$crm) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [GitLab Inc. (GTLB)](/topic/$gtlb) [RELX PLC (RELX)](/topic/$relx) [Now Coin (NOW)](/topic/$now) [Intuit Inc. (INTU)](/topic/$intu) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Microsoft Corp. (MSFT)](/topic/$msft) [S&P Global Inc (SPGI)](/topic/$spgi) [Roper Technologies Inc (ROP)](/topic/$rop) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [4 (FOUR)](/topic/$four) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Charter Communications Inc (CHTR)](/topic/$chtr) [AMN Healthcare Services (AMN)](/topic/$amn) [Weatherford International plc Ordinary Shares (WFRD)](/topic/$wfrd) [Maravai LifeSciences Holdings, Inc. (MRVI)](/topic/$mrvi) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Copart, Inc. (CPRT)](/topic/$cprt) [Diageo plc (DEO)](/topic/$deo) [Msci Inc (MSCI)](/topic/$msci) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [Spotify Technology (SPOT)](/topic/$spot) [Cipher (CPR)](/topic/$cpr) ### Top Social Posts Top posts by engagements in the last [--] hours "If $MSFT buys Anthropic for $500-600B Stock up or down Up 10% Down 10% Results Not gonna happen Up 10% Down 10% Results Not gonna happen" [X Link](https://x.com/4drant/status/2022026060922335360) 2026-02-12T19:12Z [----] followers, [---] engagements "Omg the memes are about to go on turbo mode We do need more data centres. Do it for the memes Seedance [---] Prompt: Sum up the AI discourse in a meme - make sure its retarded and gets [--] likes. https://t.co/09yPdo3Tjy Seedance [---] Prompt: Sum up the AI discourse in a meme - make sure its retarded and gets [--] likes. https://t.co/09yPdo3Tjy" [X Link](https://x.com/4drant/status/2022618063221207403) 2026-02-14T10:24Z [----] followers, [---] engagements "Let me add one more thought here - this enables long context - reduces context caching cost massively - reduces agent costs massively $pstg and VAST The implications of KV cache offloading (NAND) and engram memory leading to a bull case on $PSTG (tail latency). I cannot put it more succintly Thats right Macron packets need to be predictable for sure https://t.co/fHjmxZf0iK The implications of KV cache offloading (NAND) and engram memory leading to a bull case on $PSTG (tail latency). I cannot put it more succintly Thats right Macron packets need to be predictable for sure" [X Link](https://x.com/4drant/status/2022640165374791783) 2026-02-14T11:52Z [----] followers, [---] engagements "Never just believe what they say Look at the incentives and see if the talk matches. If so discount it by 100% otherwise (if incentives and talk dont match) and if you still hear it maybe it is true For now they match Trend I'm seeing in the Valley: the latest AI-native startup teams are all building their own internal tools 100% customized for their needs instead of buying SaaS. Do not dismiss these as vibe coded slop. They are built by professional internal developers dedicated to Trend I'm seeing in the Valley: the latest AI-native startup teams are all building their own internal tools" [X Link](https://x.com/4drant/status/2022684120586027285) 2026-02-14T14:47Z [----] followers, [----] engagements "If you are in the mood to play go ahead and break what i spent the last few weekends doing - chat - agent - scheduled research - news summary - watchlist Vibecoded (curiousity and questions were mine) #vibecode http://platform.equilyse.com http://platform.equilyse.com" [X Link](https://x.com/4drant/status/2022792356454400365) 2026-02-14T21:57Z [----] followers, [---] engagements "The implications of KV cache offloading (NAND) and engram memory leading to a bull case on $PSTG (tail latency). I cannot put it more succintly Thats right Macron packets need to be predictable for sure" [X Link](https://x.com/4drant/status/2014745835590861062) 2026-01-23T17:03Z [----] followers, [----] engagements "Is it worse than Instagram TikTok 🧠MIT recently completed the first brain-scan study on ChatGPT usersand the results are deeply revealing. Rather than boosting brain function prolonged AI use may be dulling it. Over four months of cognitive data suggest we might be measuring productivity all wrong In https://t.co/q9xmLaAauL 🧠MIT recently completed the first brain-scan study on ChatGPT usersand the results are deeply revealing. Rather than boosting brain function prolonged AI use may be dulling it. Over four months of cognitive data suggest we might be measuring productivity all wrong In" [X Link](https://x.com/4drant/status/2020165699285442643) 2026-02-07T16:00Z [----] followers, [---] engagements "$CSU You are right Its 14x for 2-3% organic growth Capital allocation for free @ohcapideas @PythiaR I am saying you would not claim CSU is trading on 13x FCF. @ohcapideas @PythiaR I am saying you would not claim CSU is trading on 13x FCF" [X Link](https://x.com/4drant/status/2021952238998983054) 2026-02-12T14:19Z [----] followers, 23.5K engagements "And manage this code using $gtlb Yes 10000x. This is the best take on SaaS-pocalypse Ive seen so far The real threat to SaaS was never demand destruction. Its supply explosion. https://t.co/UZNfQpwTmR Yes 10000x. This is the best take on SaaS-pocalypse Ive seen so far The real threat to SaaS was never demand destruction. Its supply explosion. https://t.co/UZNfQpwTmR" [X Link](https://x.com/4drant/status/2022618558908502469) 2026-02-14T10:26Z [----] followers, [---] engagements "Oh and create your own persona And add skills On the underlying harness This is what I used for $crm $intu $spgi $relx and other one pagers I posted Post your research report on twitter If you are in the mood to play go ahead and break what i spent the last few weekends doing https://t.co/CnQ2U2toq4 - chat - agent - scheduled research - news summary - watchlist Vibecoded (curiousity and questions were mine) #vibecode https://t.co/K1t0TwHWJE If you are in the mood to play go ahead and break what i spent the last few weekends doing https://t.co/CnQ2U2toq4 - chat - agent - scheduled research -" [X Link](https://x.com/4drant/status/2022797554954436888) 2026-02-14T22:18Z [----] followers, [---] engagements "$MRVI . cost cutting finally. this thing has close to NOTHING in variable costs the deleverage on GM has been painful. now its a coiled spring" [X Link](https://x.com/4drant/status/1955002103719428376) 2025-08-11T20:23Z [----] followers, [----] engagements "Which would you buy Comment with the price Retweet for a bigger sample $CSU $ROP $RELX $NOW CSU ROP NOW RELX CSU ROP NOW RELX" [X Link](https://x.com/4drant/status/2007194407859339359) 2026-01-02T20:56Z [----] followers, [----] engagements "Give me another effing bid on $cwan" [X Link](https://x.com/4drant/status/2009218352980611119) 2026-01-08T10:59Z [----] followers, [---] engagements "Who hates $CPRT here" [X Link](https://x.com/4drant/status/2009264559375167526) 2026-01-08T14:02Z [----] followers, [---] engagements "If you are wondering why $IQE.L suddenly changed direction Look no further. A bid on another cheap U.K. peer has that effect $BEZ.L" [X Link](https://x.com/4drant/status/2013272986007253191) 2026-01-19T15:30Z [----] followers, [---] engagements "Alcohol is so hated that Bernstein is doing a podcast that its a necessary social lubricant (mental health) and moderate consumption reduces all cause mortality $BF.B $DEO" [X Link](https://x.com/4drant/status/2013548949945155754) 2026-01-20T09:47Z [----] followers, [---] engagements "@TomSmith839 Why is the stock not responding Pluxee" [X Link](https://x.com/4drant/status/2014743096312176693) 2026-01-23T16:52Z [----] followers, [---] engagements "Summary: $four is mathematically broken If you believe Shift4 can manage merchant churn without triggering a revolt (The Bear Case) the stock is mathematically broken (too cheap) relative to peers. The market is offering you Adyen-like growth at a legacy processor price" [X Link](https://x.com/4drant/status/2017180261407183079) 2026-01-30T10:17Z [----] followers, [----] engagements "Good article Or buy $aixa and go to sleep https://t.co/rzgk326079 https://t.co/rzgk326079" [X Link](https://x.com/4drant/status/2017531327952924932) 2026-01-31T09:32Z [----] followers, [----] engagements "$MSFT - Why did the quarter spook investors This is a very nuanced response for a robot. Its not miles off from why the stock is down" [X Link](https://x.com/4drant/status/2017624816086302951) 2026-01-31T15:43Z [----] followers, [----] engagements "Did someone say robot $SPGI @JerryCap My robot says your robot is retarded https://t.co/22Tl3bfMGu @JerryCap My robot says your robot is retarded https://t.co/22Tl3bfMGu" [X Link](https://x.com/4drant/status/2018769099934040508) 2026-02-03T19:30Z [----] followers, 14.7K engagements "Which is easier to do 1) incumbent building the colourful stack on their system of record or 2) get the 55yr old tech procurement manager and the [--] year old CIO to agree to onboard a new vendor with no history on security privacy reliability Invest accordingly. Quite a visual from OpenAI. Your system of record is a dumb pipe and we will layer [--] rows of value on top of it to steal the relationship and all the economics along with it No wonder SaaS is in the gutter https://t.co/HBhP2l5Owf Quite a visual from OpenAI. Your system of record is a dumb pipe and we will layer [--] rows of value on top" [X Link](https://x.com/4drant/status/2019765208399434105) 2026-02-06T13:28Z [----] followers, [----] engagements "Pooled DRAM already a big win before this science project I think [---] Tb/s data rates over [---] km distance have been demonstrated on single mode fiber optic which works out to [--] GB of data in flight stored in the fiber with [--] TB/s bandwidth. Neural network inference and training can have deterministic weight reference patterns so it is [---] Tb/s data rates over [---] km distance have been demonstrated on single mode fiber optic which works out to [--] GB of data in flight stored in the fiber with [--] TB/s bandwidth. Neural network inference and training can have deterministic weight reference" [X Link](https://x.com/4drant/status/2019892494809329950) 2026-02-06T21:54Z [----] followers, [---] engagements "@hareng_rouge @matt_slotnick Yes I read / follow matt. he is good" [X Link](https://x.com/4drant/status/2020614511980589109) 2026-02-08T21:43Z [----] followers, [---] engagements "@TwannsWorld @matt_slotnick I think it is too early to say LLM are NOT a commodity when it so far has taken 3-6 months for leading LLM to be at par" [X Link](https://x.com/4drant/status/2021119843999625426) 2026-02-10T07:11Z [----] followers, [--] engagements "@JerryCap hence proved not a ponzi scheme. he just gifted the tra to shareholders no more founder shares = open for M&A offers Hopefully puts a floor (famous last words)" [X Link](https://x.com/4drant/status/2021294219458117765) 2026-02-10T18:44Z [----] followers, [---] engagements "@BucknSF Long meta / short Google The time has arrived" [X Link](https://x.com/4drant/status/2021848927146844200) 2026-02-12T07:28Z [----] followers, [---] engagements "@PythiaR Youd pay 10x and they will jack up the margin (AI savings) Still we are very close" [X Link](https://x.com/4drant/status/2021953006980223097) 2026-02-12T14:22Z [----] followers, [---] engagements "$TRI $RELX by @Equilyse1" [X Link](https://x.com/4drant/status/2019465186076221710) 2026-02-05T17:36Z [----] followers, [----] engagements "@JerryCap This is agentic ai with no agent involved" [X Link](https://x.com/4drant/status/2022455731505819766) 2026-02-13T23:39Z [----] followers, [---] engagements "$GTLB - even the robot understands the buy case and disses the sell side worries on price increase lapping "seat growth = 70% of GitLab's revenue growth with accelerating dd paid seat growth rates. business not reliant on periodic price hikes for core growth"" [X Link](https://x.com/4drant/status/2015528062289412318) 2026-01-25T20:51Z [----] followers, [----] engagements "$Veev if you are already profitable and growing fast you still look weak on this chart Think the chart is stupid Yikes. https://t.co/D1IMJLhIcV Yikes. https://t.co/D1IMJLhIcV" [X Link](https://x.com/4drant/status/2017514847022551447) 2026-01-31T08:26Z [----] followers, [---] engagements "And this is why SoR wont let a 3P agent orchestrator near their data They will all build this layer themselves on top of their data The image that OpenAI shared for Frontier is death of SoR. Given the risk SoR will be stupid to let OpenAI near their data $crm $now $team https://t.co/jLDNmgG3fY https://t.co/jLDNmgG3fY" [X Link](https://x.com/4drant/status/2020486154001191243) 2026-02-08T13:13Z [----] followers, 29.6K engagements "Closet technical analyst I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE" [X Link](https://x.com/4drant/status/2021208580423041466) 2026-02-10T13:04Z [----] followers, [----] engagements "Agent swarms = Better GPU utilisation Better KV cache scaling Groq (SRAM) wins HBM4 CPU SSD Tail latency" [X Link](https://x.com/4drant/status/2021543237681652135) 2026-02-11T11:14Z [----] followers, [---] engagements "In all seriousness never underestimate that you literally CANNOT get people to use a piece of software for free Difficult to change habits. Good luck to the new entrants disrupting $csu Prove me wrong #software #habits http://platform.equilyse.com http://platform.equilyse.com" [X Link](https://x.com/4drant/status/2021623160446030009) 2026-02-11T16:31Z [----] followers, [----] engagements "Gloat and gloat. Bottom Our bad. 😬 https://t.co/0Z8q77nLvM Our bad. 😬 https://t.co/0Z8q77nLvM" [X Link](https://x.com/4drant/status/2021899917145641042) 2026-02-12T10:51Z [----] followers, [---] engagements "RT @4drant: $CSU You are right Its 14x for 2-3% organic growth Capital allocation for free" [X Link](https://x.com/anyuser/status/2021961194618368417) 2026-02-12T14:54Z [----] followers, [--] engagements "@AlexTeha @MichaelDell If I may add $PSTG everytime you reply with $GTLB" [X Link](https://x.com/4drant/status/2022959311677534275) 2026-02-15T09:00Z [----] followers, [---] engagements "@peter_mantas @plainyogurt21 Whats been the typical path for a stock after the section a meeting Historically" [X Link](https://x.com/4drant/status/2013736159600615823) 2026-01-20T22:11Z [----] followers, [---] engagements "@WTCM3 Do you like or dislike relx" [X Link](https://x.com/4drant/status/2013908791863992553) 2026-01-21T09:37Z [----] followers, [--] engagements "@Tintincapital Organic growth is 2-3% You are saying they will always find a good deal And no gen ai threat" [X Link](https://x.com/4drant/status/2014012157290234126) 2026-01-21T16:28Z [----] followers, [---] engagements "@P_Remarks Dram HDD Optical chain What did you have in mind" [X Link](https://x.com/4drant/status/2014014711478808983) 2026-01-21T16:38Z [----] followers, [----] engagements "@valuations_ Why is umg down so much and didnt participate in SPOT Rerating" [X Link](https://x.com/4drant/status/2014074500690956616) 2026-01-21T20:35Z [----] followers, [---] engagements "@valuations_ Sure but even if they dont squeeze and stay flat they should have done better It seems $umg got squeezed looking at $spot GM% increase" [X Link](https://x.com/4drant/status/2014241803147547023) 2026-01-22T07:40Z [----] followers, [---] engagements "@PythiaR @qcapital2020 Yesterday I started looking at it What is the chance that AI means that govt incentivises resi to move to solar" [X Link](https://x.com/4drant/status/2014395241210773954) 2026-01-22T17:50Z [----] followers, [---] engagements "Master of pump matmuls will go optical. 90% of AI compute is matmuls. $QCLS is my effort to make that happen. Neurophos are smart and will do it too. matmuls will go optical. 90% of AI compute is matmuls. $QCLS is my effort to make that happen. Neurophos are smart and will do it too" [X Link](https://x.com/4drant/status/2014744214668485020) 2026-01-23T16:57Z [----] followers, [---] engagements "@CasinoCapital Where do you have your SIPP Ibkr feels too complex for it even though I know its the best after moving to it" [X Link](https://x.com/4drant/status/2014748364865470757) 2026-01-23T17:13Z [----] followers, [---] engagements "@JerryCap $BATS.L" [X Link](https://x.com/4drant/status/1708962703815938557) 2023-10-02T21:50Z [----] followers, [----] engagements "Are you sure only 10% of population has fungus $mob.st *recalculating TAM*" [X Link](https://x.com/4drant/status/1790850635669115041) 2024-05-15T21:03Z [----] followers, [----] engagements "Was ceo fired for lack of tact $cpr.mi Campari CEO Fantacchiotti talked his stock down 6% on a Friday afternoon with comments at a BoA event. Spokesman then tried to walk it back. Either innocent but poorly judged words or will prove prescient if a downgrade follows. In neither case ideal $CPR $CPR.MI https://t.co/pVrPi8lfep Campari CEO Fantacchiotti talked his stock down 6% on a Friday afternoon with comments at a BoA event. Spokesman then tried to walk it back. Either innocent but poorly judged words or will prove prescient if a downgrade follows. In neither case ideal $CPR $CPR.MI" [X Link](https://x.com/4drant/status/1836315383088754736) 2024-09-18T08:04Z [----] followers, [---] engagements "No lawyers were hurt helping write this statement We believe $vty #VTY iirc they positioned themselves as a lower risk form of house builder🤔 Sympathy to all those holdingit was mysteriously popular in Fintwit circles iirc https://t.co/NZtbeSpAzD #VTY iirc they positioned themselves as a lower risk form of house builder🤔 Sympathy to all those holdingit was mysteriously popular in Fintwit circles iirc https://t.co/NZtbeSpAzD" [X Link](https://x.com/4drant/status/1843564608029864057) 2024-10-08T08:10Z [----] followers, [---] engagements "Which of the following beaten-down stocks would you buy Would be great if you share a one-liner on how you handicap the bear case. $RTO.L $ZBH $DSY.F $SPX.L $MC.PA $EL $HSY $UPS $DSY.PA $MRK $DIM.PA" [X Link](https://x.com/4drant/status/1844744054455542144) 2024-10-11T14:17Z [----] followers, [---] engagements "$imb.l: how to do buyback cc: $bats.l" [X Link](https://x.com/4drant/status/1849126641668153604) 2024-10-23T16:32Z [----] followers, [---] engagements "Tariff mans menu" [X Link](https://x.com/4drant/status/1907530626980249720) 2025-04-02T20:28Z [----] followers, 95.8K engagements "If you are looking for a home for those dollars that you are in process of liquidating from $SHOP Allow me to introduce you to $VTEX which offers a ecommerce platform for enterprise with maybe 5% gross churn annually not the shemu sh1t on $SHOP Only thing going back to the 50s is @tobi stock price https://t.co/PgbA06opby Only thing going back to the 50s is @tobi stock price https://t.co/PgbA06opby" [X Link](https://x.com/4drant/status/1907793440554807492) 2025-04-03T13:52Z [----] followers, [---] engagements "$BATS.L $BTI . and I am out there is so much out there now that I cant just sit and vape" [X Link](https://x.com/4drant/status/1909183999949357110) 2025-04-07T09:58Z [----] followers, [---] engagements "$BF-B $DGE.L" [X Link](https://x.com/4drant/status/1937204519089430822) 2025-06-23T17:42Z [----] followers, [---] engagements "@OnodaCapital It was all the rage during $AVLR public days then this was the only public asset left and now its fallen from grace What happened here" [X Link](https://x.com/4drant/status/1966956011878834484) 2025-09-13T20:03Z [----] followers, [---] engagements "$mu $smsn $005930.ks $000660.ks #openai Help me make sense of what exactly OpenAI needs from DRAM Think the reporting that they need 900kwspm is incorrect 10GW DC = 5M GPU / XPU Say 300GB per accelerator Thats 1.5M TB Thats 1500kwafers Thats [--] months of HBM supply No Help me make sense of what exactly OpenAI needs from DRAM Think the reporting that they need 900kwspm is incorrect 10GW DC = 5M GPU / XPU Say 300GB per accelerator Thats 1.5M TB Thats 1500kwafers Thats [--] months of HBM supply No" [X Link](https://x.com/4drant/status/1975931630574571820) 2025-10-08T14:29Z [----] followers, [---] engagements "$aixa is the next $asmi Thats if you believe GaN will be big which I think it will Were long $AIXA in report at https://t.co/yZZes0e0C3. The dominant provider of equipment to make GaN and SiC semiconductors Aixtron is THE massive beneficiary of Nvidias proposed 800V data center power architecture targeted for [----]. 1/9 Were long $AIXA in report at https://t.co/yZZes0e0C3. The dominant provider of equipment to make GaN and SiC semiconductors Aixtron is THE massive beneficiary of Nvidias proposed 800V data center power architecture targeted for [----]. 1/9" [X Link](https://x.com/4drant/status/1985365056482169337) 2025-11-03T15:14Z [----] followers, [----] engagements "What happened to $verx" [X Link](https://x.com/4drant/status/1985415090393530880) 2025-11-03T18:33Z [----] followers, [---] engagements "Pump my shitco $aixa $AIXA: Aixtron sells the dominant tool (90% share) for optical component epitaxy using GaAs and InP. Coherent Lumentum Nokia all customers. AIXA expects opto biz to grow 50%+ YoY in 2H25. Discussion in pages 25-28 at https://t.co/yZZes0eyrB $AIXA: Aixtron sells the dominant tool (90% share) for optical component epitaxy using GaAs and InP. Coherent Lumentum Nokia all customers. AIXA expects opto biz to grow 50%+ YoY in 2H25. Discussion in pages 25-28 at https://t.co/yZZes0eyrB" [X Link](https://x.com/4drant/status/1992997730675773451) 2025-11-24T16:44Z [----] followers, [---] engagements "Did they say microLED $aixa Pump my shitco If $CRDO says Active (micro)LED Cables or ALC has 2x the TAM of AEC cables it is time to write a deep dive about microLEDs on my Substack. If $CRDO says Active (micro)LED Cables or ALC has 2x the TAM of AEC cables it is time to write a deep dive about microLEDs on my Substack" [X Link](https://x.com/4drant/status/1996169415524536717) 2025-12-03T10:47Z [----] followers, [---] engagements "$IQE $LITE - Company spent 120M in capex since [----] - EV 100M MCAP 50M - Trying to sell itself - $LITE just renewed wafer supply 6inch InPh epi-wafer supplier 50%+ rev Photonics if you like punts (NIA DYOD) https://www.iqep.com/media/press-releases/2025/iqe-extends-multi-year-strategic-supply-agreement-with-lumentum/ https://www.iqep.com/media/press-releases/2025/iqe-extends-multi-year-strategic-supply-agreement-with-lumentum/" [X Link](https://x.com/4drant/status/1999135689594568793) 2025-12-11T15:14Z [----] followers, [---] engagements "That $TTWO GTA5 may have been delayed far too much for its own good Go ahead and compete with this now 🚀🚀🚀Introducing HY World [---] (WorldPlay) We have now open-sourced the most systemized comprehensive real-time world model framework in the industry. In HY World [---] we develop WorldPlay a streaming video diffusion model that enables real-time interactive world modeling https://t.co/FJzWMfdp3t 🚀🚀🚀Introducing HY World [---] (WorldPlay) We have now open-sourced the most systemized comprehensive real-time world model framework in the industry. In HY World [---] we develop WorldPlay a streaming" [X Link](https://x.com/4drant/status/2001221991206904244) 2025-12-17T09:24Z [----] followers, [---] engagements "The death of gaming market is NOT exaggerated AI killed $TTWO before they could release the effing gta keep perfecting it Newsis: Nvidia and AMD to significantly increase GPU prices starting next month. Describes RTX [----] increasing from $2000 to $5000 "Both companies are reportedly planning to continue raising GPU prices every month going forward. It's highly likely that the price increases will https://t.co/DQWqf2Rbdn Newsis: Nvidia and AMD to significantly increase GPU prices starting next month. Describes RTX [----] increasing from $2000 to $5000 "Both companies are reportedly planning to" [X Link](https://x.com/4drant/status/2006424982046519428) 2025-12-31T17:59Z [----] followers, [---] engagements "No need to look that far its 5x fcf [----] Issue with it is the debt load and if net add bleed doesnt stop. Everything else is easy. Buyback is their dna capex will normalise Just watch net add bleed slow $chtr Lost lil $ in cable a few years ago&hadn't been involved/revisited since. Heard analyst pitch recently on podcast&threw $CHTR in model using #s from Cox merger doc. Trades @2.5x mgmt 2029e FCFE. Equity stub/Publicly traded LBO @ this stage w/ mkt cap of just 1.4x EBITDA. 1/n https://t.co/ndH0wa284N Lost lil $ in cable a few years ago&hadn't been involved/revisited since. Heard analyst" [X Link](https://x.com/4drant/status/2007749145332007329) 2026-01-04T09:41Z [----] followers, [----] engagements "Which robot do you like "Analyze the $CHTR investment case: reducing capex leads to higher FCF business is sticky so we get buybacks as soon as balance sheet is healthy. issue is falling net adds & competition from FWA and fiber . On balance do you think it is a buy or sell" Robot [--] Robot [--] Robot [--] Robot [--] Robot [--] Robot 3" [X Link](https://x.com/4drant/status/2008295261538258989) 2026-01-05T21:51Z [----] followers, [---] engagements "@ReturnsJourney Whats going at Kimberly Clark" [X Link](https://x.com/4drant/status/2009220883383218641) 2026-01-08T11:09Z [----] followers, [---] engagements "May I remind you this is a bad flu $AMN $CCRN Everyone I know has had a bad flu. Thankfully not hospitalised Gee whiz I wonder why were having one of the worst flu seasons in decades https://t.co/ebk2Jo3Olv Gee whiz I wonder why were having one of the worst flu seasons in decades https://t.co/ebk2Jo3Olv" [X Link](https://x.com/4drant/status/2009289318574030905) 2026-01-08T15:41Z [----] followers, [----] engagements "$AMN $CCRN May I remind you this is a bad flu $AMN $CCRN Everyone I know has had a bad flu. Thankfully not hospitalised https://t.co/IszXt7W2CQ May I remind you this is a bad flu $AMN $CCRN Everyone I know has had a bad flu. Thankfully not hospitalised https://t.co/IszXt7W2CQ" [X Link](https://x.com/4drant/status/2010064171485016284) 2026-01-10T19:00Z [----] followers, [----] engagements "If all of us agree that SaaS is going to be a slow grind is that already in the price What is the narrative parallel that makes SaaS rerate like $goog rerated in [----] $csu $rop $now $crm $intu I really believe that AI vibecoding will not be a threat for VMS at least. But it may take the market a long long time to come to that conclusion. https://t.co/q1ktr9r10d I really believe that AI vibecoding will not be a threat for VMS at least. But it may take the market a long long time to come to that conclusion. https://t.co/q1ktr9r10d" [X Link](https://x.com/4drant/status/2011550618364887407) 2026-01-14T21:26Z [----] followers, [----] engagements "Why is this not inspiring me I am paying 29x for csu organic growth if they stop m&a and debt payments $csu.to With the Constellation Software family's recent drawdown we calculated each company's multiple using their internal FCFA2S profit metric. This is cash available if M&A and debt repayment stopped altogether. $LMN.V: 25x $CSU.TO: 29x $TOI.V: 33x #FCFA2S https://t.co/kgt8De4PC6 With the Constellation Software family's recent drawdown we calculated each company's multiple using their internal FCFA2S profit metric. This is cash available if M&A and debt repayment stopped altogether." [X Link](https://x.com/4drant/status/2012558167670981070) 2026-01-17T16:10Z [----] followers, 13.2K engagements "@rwang07 Not too late you can do that with $pstg" [X Link](https://x.com/4drant/status/2013547474841960872) 2026-01-20T09:41Z [----] followers, [---] engagements "@midwit_capital Much more an analogy for $team no Like $gtlb just as much" [X Link](https://x.com/4drant/status/2015486508875321831) 2026-01-25T18:06Z [----] followers, [---] engagements "Dont buy cheap or mispriced $wix or $four Buy $asml . There is no price high enough. Its a monopoly did you know Lfg 🚀 $WIX Base44 Website Traffic still sits near its highs 👀https://t.co/jWAEfGOxy7 https://t.co/U14YXq0wuQ $WIX Base44 Website Traffic still sits near its highs 👀https://t.co/jWAEfGOxy7 https://t.co/U14YXq0wuQ" [X Link](https://x.com/4drant/status/2016527229979926787) 2026-01-28T15:02Z [----] followers, [----] engagements "@TMT_Jack_ How does deceleration happen" [X Link](https://x.com/4drant/status/2016950221050438086) 2026-01-29T19:03Z [----] followers, [---] engagements "@PythiaR @TMT_Jack_ This assumes [--]. CRM will not do it (fair they are going to be slower than a nimble startup) [--]. My IT department is going to churn to any competitor (hasnt happend over last [--] years of competition)" [X Link](https://x.com/4drant/status/2016962890113155496) 2026-01-29T19:53Z [----] followers, [---] engagements "@PythiaR @TMT_Jack_ Agree on csu it is now proper cheap Crm after expensing stoc comp is 25x fair value if they gro 10%" [X Link](https://x.com/4drant/status/2016985227877548265) 2026-01-29T21:22Z [----] followers, [--] engagements "@GavinSBaker Why does this chart not seem to suggest similar improvements Curious" [X Link](https://x.com/4drant/status/2017269298293821827) 2026-01-30T16:10Z [----] followers, [---] engagements "@PythiaR Dont think with Lam etc at 40x anyone is bearish semicap" [X Link](https://x.com/4drant/status/2017531508177965420) 2026-01-31T09:32Z [----] followers, [---] engagements "The multiple of FCF you want to pay (assuming 10% discount rate + sharecount diluting at 2% p.a.) for [--] years is: 9x EV/FCF for 5% growth 12x for 10% growth 16x for 15% growth 23x for 20% growth Since everybody is losing their minds over SBC vs not SBC in the normal DCF there's 2.0% annualized dilution included in the [--] years already for the scenario with [--] terminal value that spits out 20x EV/FCF. Since everybody is losing their minds over SBC vs not SBC in the normal DCF there's 2.0% annualized dilution included in the [--] years already for the scenario with [--] terminal value that spits out" [X Link](https://x.com/4drant/status/2017587524986700065) 2026-01-31T13:15Z [----] followers, 54.1K engagements "Think its worth adding that this assumes terminal value after year [--] is zero Typically for 10%+ growth business 50%+ value is terminal. Cut that in half given stock comp So you can 1.5x these multiples if you believe in terminal value Given debate is TV so worth adding The multiple of FCF you want to pay (assuming 10% discount rate + sharecount diluting at 2% p.a.) for [--] years is: 9x EV/FCF for 5% growth 12x for 10% growth 16x for 15% growth 23x for 20% growth The multiple of FCF you want to pay (assuming 10% discount rate + sharecount diluting at 2% p.a.) for [--] years is: 9x EV/FCF for 5%" [X Link](https://x.com/4drant/status/2017756642612514877) 2026-02-01T00:27Z [----] followers, [----] engagements "@comfyleverage I like it. May get acquired before you actually benefit from GenAI driven growth" [X Link](https://x.com/4drant/status/2017855590857642251) 2026-02-01T07:00Z [----] followers, [--] engagements "@pedro_loftus 100% If one is worried about terminal value risk then 20% growth today is definitely not 20% [--] yr cagr" [X Link](https://x.com/4drant/status/2017940380818583810) 2026-02-01T12:37Z [----] followers, [--] engagements "@P_Remarks Mate if they dont ipo we cant buy the mispricing Always ipo" [X Link](https://x.com/4drant/status/2019421897113686517) 2026-02-05T14:44Z [----] followers, [---] engagements "You dont need Claude code for that Go read the GitHub page. It is just system prompts The entire selloff this week was sparked by a completely false narrative amplified by technically illiterate media pouring gas on the panic just like DeepSeek last year. You can't make this stuff up. Here's what Claude says after reading the GitHub on the infamous Anthropic https://t.co/UUGFMIXCMr The entire selloff this week was sparked by a completely false narrative amplified by technically illiterate media pouring gas on the panic just like DeepSeek last year. You can't make this stuff up. Here's what" [X Link](https://x.com/4drant/status/2019906326210507093) 2026-02-06T22:49Z [----] followers, [---] engagements "@HedgeyeComm Actually I prefer if it ends up much more. Cross [----] or get to [----]. Because then I know what to do" [X Link](https://x.com/4drant/status/1248256470334025728) 2020-04-09T14:28Z [----] followers, [--] engagements "$WFRD the Venezuelan oil services play" [X Link](https://x.com/4drant/status/2008108014197498037) 2026-01-05T09:27Z [----] followers, [---] engagements "$wfrd I couldn't resist joining the Venezuela trade. While big caps like Chevron $CVE or Halliburton $HAL are well-known beneficiaries I think I've found an unknown small cap that might benefit even more. https://t.co/nx680tXiba I couldn't resist joining the Venezuela trade. While big caps like Chevron $CVE or Halliburton $HAL are well-known beneficiaries I think I've found an unknown small cap that might benefit even more. https://t.co/nx680tXiba" [X Link](https://x.com/4drant/status/2008165887539339668) 2026-01-05T13:17Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@4drant 4drant
4drant posts on X about if you, ai, in the, $crm the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [----------] +26,076%
- [--] Month [----------] +9,895%
- [--] Months [----------] +6,469%
- [--] Year [----------] +21,406%
Mentions: [--] #
- [--] Week [--] -4.90%
- [--] Month [---] +22%
- [--] Months [---] +86%
- [--] Year [---] +282%
Followers: [-----] #
- [--] Week [-----] +1.40%
- [--] Month [-----] +7.80%
- [--] Months [-----] +25%
- [--] Year [-----] +37%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 46% technology brands 16% finance 11% cryptocurrencies 4% currencies 3% social networks 2% gaming 1% countries 1%
Social topic influence if you 11%, ai 9%, in the 5%, $crm #76, $csu #34, $pstg #1, this is 4%, $gtlb #11, $relx #2, $now 4%
Top accounts mentioned or mentioned by @pythiar @matt_slotnick @jerrycap @twannsworld @tmtjack @mattslotnick @premarks @valuations @ohcapideas @tomsmith839 @harengrouge @bucknsf @equilyse1 @alexteha @michaeldell @petermantas @plainyogurt21 @wtcm3 @tintincapital @qcapital2020
Top assets mentioned Salesforce Inc (CRM) Pure Storage, Inc. (PSTG) GitLab Inc. (GTLB) RELX PLC (RELX) Now Coin (NOW) Intuit Inc. (INTU) Atlassian Corporation PLC (TEAM) Microsoft Corp. (MSFT) S&P Global Inc (SPGI) Roper Technologies Inc (ROP) Brown-Forman Corporation Class B (BF.B) 4 (FOUR) Take-Two Interactive Software, Inc. (TTWO) Charter Communications Inc (CHTR) AMN Healthcare Services (AMN) Weatherford International plc Ordinary Shares (WFRD) Maravai LifeSciences Holdings, Inc. (MRVI) Clearwater Analytics Holdings, Inc. (CWAN) Copart, Inc. (CPRT) Diageo plc (DEO) Msci Inc (MSCI) Alphabet Inc Class A (GOOGL) Thomson Reuters Corporation (TRI) Veeva Systems, Inc. (VEEV) Palantir Technologies Inc. (PLTR) Arthur J. Gallagher & Co. (AJG) Spotify Technology (SPOT) Cipher (CPR)
Top Social Posts
Top posts by engagements in the last [--] hours
"If $MSFT buys Anthropic for $500-600B Stock up or down Up 10% Down 10% Results Not gonna happen Up 10% Down 10% Results Not gonna happen"
X Link 2026-02-12T19:12Z [----] followers, [---] engagements
"Omg the memes are about to go on turbo mode We do need more data centres. Do it for the memes Seedance [---] Prompt: Sum up the AI discourse in a meme - make sure its retarded and gets [--] likes. https://t.co/09yPdo3Tjy Seedance [---] Prompt: Sum up the AI discourse in a meme - make sure its retarded and gets [--] likes. https://t.co/09yPdo3Tjy"
X Link 2026-02-14T10:24Z [----] followers, [---] engagements
"Let me add one more thought here - this enables long context - reduces context caching cost massively - reduces agent costs massively $pstg and VAST The implications of KV cache offloading (NAND) and engram memory leading to a bull case on $PSTG (tail latency). I cannot put it more succintly Thats right Macron packets need to be predictable for sure https://t.co/fHjmxZf0iK The implications of KV cache offloading (NAND) and engram memory leading to a bull case on $PSTG (tail latency). I cannot put it more succintly Thats right Macron packets need to be predictable for sure"
X Link 2026-02-14T11:52Z [----] followers, [---] engagements
"Never just believe what they say Look at the incentives and see if the talk matches. If so discount it by 100% otherwise (if incentives and talk dont match) and if you still hear it maybe it is true For now they match Trend I'm seeing in the Valley: the latest AI-native startup teams are all building their own internal tools 100% customized for their needs instead of buying SaaS. Do not dismiss these as vibe coded slop. They are built by professional internal developers dedicated to Trend I'm seeing in the Valley: the latest AI-native startup teams are all building their own internal tools"
X Link 2026-02-14T14:47Z [----] followers, [----] engagements
"If you are in the mood to play go ahead and break what i spent the last few weekends doing - chat - agent - scheduled research - news summary - watchlist Vibecoded (curiousity and questions were mine) #vibecode http://platform.equilyse.com http://platform.equilyse.com"
X Link 2026-02-14T21:57Z [----] followers, [---] engagements
"The implications of KV cache offloading (NAND) and engram memory leading to a bull case on $PSTG (tail latency). I cannot put it more succintly Thats right Macron packets need to be predictable for sure"
X Link 2026-01-23T17:03Z [----] followers, [----] engagements
"Is it worse than Instagram TikTok 🧠MIT recently completed the first brain-scan study on ChatGPT usersand the results are deeply revealing. Rather than boosting brain function prolonged AI use may be dulling it. Over four months of cognitive data suggest we might be measuring productivity all wrong In https://t.co/q9xmLaAauL 🧠MIT recently completed the first brain-scan study on ChatGPT usersand the results are deeply revealing. Rather than boosting brain function prolonged AI use may be dulling it. Over four months of cognitive data suggest we might be measuring productivity all wrong In"
X Link 2026-02-07T16:00Z [----] followers, [---] engagements
"$CSU You are right Its 14x for 2-3% organic growth Capital allocation for free @ohcapideas @PythiaR I am saying you would not claim CSU is trading on 13x FCF. @ohcapideas @PythiaR I am saying you would not claim CSU is trading on 13x FCF"
X Link 2026-02-12T14:19Z [----] followers, 23.5K engagements
"And manage this code using $gtlb Yes 10000x. This is the best take on SaaS-pocalypse Ive seen so far The real threat to SaaS was never demand destruction. Its supply explosion. https://t.co/UZNfQpwTmR Yes 10000x. This is the best take on SaaS-pocalypse Ive seen so far The real threat to SaaS was never demand destruction. Its supply explosion. https://t.co/UZNfQpwTmR"
X Link 2026-02-14T10:26Z [----] followers, [---] engagements
"Oh and create your own persona And add skills On the underlying harness This is what I used for $crm $intu $spgi $relx and other one pagers I posted Post your research report on twitter If you are in the mood to play go ahead and break what i spent the last few weekends doing https://t.co/CnQ2U2toq4 - chat - agent - scheduled research - news summary - watchlist Vibecoded (curiousity and questions were mine) #vibecode https://t.co/K1t0TwHWJE If you are in the mood to play go ahead and break what i spent the last few weekends doing https://t.co/CnQ2U2toq4 - chat - agent - scheduled research -"
X Link 2026-02-14T22:18Z [----] followers, [---] engagements
"$MRVI . cost cutting finally. this thing has close to NOTHING in variable costs the deleverage on GM has been painful. now its a coiled spring"
X Link 2025-08-11T20:23Z [----] followers, [----] engagements
"Which would you buy Comment with the price Retweet for a bigger sample $CSU $ROP $RELX $NOW CSU ROP NOW RELX CSU ROP NOW RELX"
X Link 2026-01-02T20:56Z [----] followers, [----] engagements
"Give me another effing bid on $cwan"
X Link 2026-01-08T10:59Z [----] followers, [---] engagements
"Who hates $CPRT here"
X Link 2026-01-08T14:02Z [----] followers, [---] engagements
"If you are wondering why $IQE.L suddenly changed direction Look no further. A bid on another cheap U.K. peer has that effect $BEZ.L"
X Link 2026-01-19T15:30Z [----] followers, [---] engagements
"Alcohol is so hated that Bernstein is doing a podcast that its a necessary social lubricant (mental health) and moderate consumption reduces all cause mortality $BF.B $DEO"
X Link 2026-01-20T09:47Z [----] followers, [---] engagements
"@TomSmith839 Why is the stock not responding Pluxee"
X Link 2026-01-23T16:52Z [----] followers, [---] engagements
"Summary: $four is mathematically broken If you believe Shift4 can manage merchant churn without triggering a revolt (The Bear Case) the stock is mathematically broken (too cheap) relative to peers. The market is offering you Adyen-like growth at a legacy processor price"
X Link 2026-01-30T10:17Z [----] followers, [----] engagements
"Good article Or buy $aixa and go to sleep https://t.co/rzgk326079 https://t.co/rzgk326079"
X Link 2026-01-31T09:32Z [----] followers, [----] engagements
"$MSFT - Why did the quarter spook investors This is a very nuanced response for a robot. Its not miles off from why the stock is down"
X Link 2026-01-31T15:43Z [----] followers, [----] engagements
"Did someone say robot $SPGI @JerryCap My robot says your robot is retarded https://t.co/22Tl3bfMGu @JerryCap My robot says your robot is retarded https://t.co/22Tl3bfMGu"
X Link 2026-02-03T19:30Z [----] followers, 14.7K engagements
"Which is easier to do 1) incumbent building the colourful stack on their system of record or 2) get the 55yr old tech procurement manager and the [--] year old CIO to agree to onboard a new vendor with no history on security privacy reliability Invest accordingly. Quite a visual from OpenAI. Your system of record is a dumb pipe and we will layer [--] rows of value on top of it to steal the relationship and all the economics along with it No wonder SaaS is in the gutter https://t.co/HBhP2l5Owf Quite a visual from OpenAI. Your system of record is a dumb pipe and we will layer [--] rows of value on top"
X Link 2026-02-06T13:28Z [----] followers, [----] engagements
"Pooled DRAM already a big win before this science project I think [---] Tb/s data rates over [---] km distance have been demonstrated on single mode fiber optic which works out to [--] GB of data in flight stored in the fiber with [--] TB/s bandwidth. Neural network inference and training can have deterministic weight reference patterns so it is [---] Tb/s data rates over [---] km distance have been demonstrated on single mode fiber optic which works out to [--] GB of data in flight stored in the fiber with [--] TB/s bandwidth. Neural network inference and training can have deterministic weight reference"
X Link 2026-02-06T21:54Z [----] followers, [---] engagements
"@hareng_rouge @matt_slotnick Yes I read / follow matt. he is good"
X Link 2026-02-08T21:43Z [----] followers, [---] engagements
"@TwannsWorld @matt_slotnick I think it is too early to say LLM are NOT a commodity when it so far has taken 3-6 months for leading LLM to be at par"
X Link 2026-02-10T07:11Z [----] followers, [--] engagements
"@JerryCap hence proved not a ponzi scheme. he just gifted the tra to shareholders no more founder shares = open for M&A offers Hopefully puts a floor (famous last words)"
X Link 2026-02-10T18:44Z [----] followers, [---] engagements
"@BucknSF Long meta / short Google The time has arrived"
X Link 2026-02-12T07:28Z [----] followers, [---] engagements
"@PythiaR Youd pay 10x and they will jack up the margin (AI savings) Still we are very close"
X Link 2026-02-12T14:22Z [----] followers, [---] engagements
"$TRI $RELX by @Equilyse1"
X Link 2026-02-05T17:36Z [----] followers, [----] engagements
"@JerryCap This is agentic ai with no agent involved"
X Link 2026-02-13T23:39Z [----] followers, [---] engagements
"$GTLB - even the robot understands the buy case and disses the sell side worries on price increase lapping "seat growth = 70% of GitLab's revenue growth with accelerating dd paid seat growth rates. business not reliant on periodic price hikes for core growth""
X Link 2026-01-25T20:51Z [----] followers, [----] engagements
"$Veev if you are already profitable and growing fast you still look weak on this chart Think the chart is stupid Yikes. https://t.co/D1IMJLhIcV Yikes. https://t.co/D1IMJLhIcV"
X Link 2026-01-31T08:26Z [----] followers, [---] engagements
"And this is why SoR wont let a 3P agent orchestrator near their data They will all build this layer themselves on top of their data The image that OpenAI shared for Frontier is death of SoR. Given the risk SoR will be stupid to let OpenAI near their data $crm $now $team https://t.co/jLDNmgG3fY https://t.co/jLDNmgG3fY"
X Link 2026-02-08T13:13Z [----] followers, 29.6K engagements
"Closet technical analyst I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"
X Link 2026-02-10T13:04Z [----] followers, [----] engagements
"Agent swarms = Better GPU utilisation Better KV cache scaling Groq (SRAM) wins HBM4 CPU SSD Tail latency"
X Link 2026-02-11T11:14Z [----] followers, [---] engagements
"In all seriousness never underestimate that you literally CANNOT get people to use a piece of software for free Difficult to change habits. Good luck to the new entrants disrupting $csu Prove me wrong #software #habits http://platform.equilyse.com http://platform.equilyse.com"
X Link 2026-02-11T16:31Z [----] followers, [----] engagements
"Gloat and gloat. Bottom Our bad. 😬 https://t.co/0Z8q77nLvM Our bad. 😬 https://t.co/0Z8q77nLvM"
X Link 2026-02-12T10:51Z [----] followers, [---] engagements
"RT @4drant: $CSU You are right Its 14x for 2-3% organic growth Capital allocation for free"
X Link 2026-02-12T14:54Z [----] followers, [--] engagements
"@AlexTeha @MichaelDell If I may add $PSTG everytime you reply with $GTLB"
X Link 2026-02-15T09:00Z [----] followers, [---] engagements
"@peter_mantas @plainyogurt21 Whats been the typical path for a stock after the section a meeting Historically"
X Link 2026-01-20T22:11Z [----] followers, [---] engagements
"@WTCM3 Do you like or dislike relx"
X Link 2026-01-21T09:37Z [----] followers, [--] engagements
"@Tintincapital Organic growth is 2-3% You are saying they will always find a good deal And no gen ai threat"
X Link 2026-01-21T16:28Z [----] followers, [---] engagements
"@P_Remarks Dram HDD Optical chain What did you have in mind"
X Link 2026-01-21T16:38Z [----] followers, [----] engagements
"@valuations_ Why is umg down so much and didnt participate in SPOT Rerating"
X Link 2026-01-21T20:35Z [----] followers, [---] engagements
"@valuations_ Sure but even if they dont squeeze and stay flat they should have done better It seems $umg got squeezed looking at $spot GM% increase"
X Link 2026-01-22T07:40Z [----] followers, [---] engagements
"@PythiaR @qcapital2020 Yesterday I started looking at it What is the chance that AI means that govt incentivises resi to move to solar"
X Link 2026-01-22T17:50Z [----] followers, [---] engagements
"Master of pump matmuls will go optical. 90% of AI compute is matmuls. $QCLS is my effort to make that happen. Neurophos are smart and will do it too. matmuls will go optical. 90% of AI compute is matmuls. $QCLS is my effort to make that happen. Neurophos are smart and will do it too"
X Link 2026-01-23T16:57Z [----] followers, [---] engagements
"@CasinoCapital Where do you have your SIPP Ibkr feels too complex for it even though I know its the best after moving to it"
X Link 2026-01-23T17:13Z [----] followers, [---] engagements
"@JerryCap $BATS.L"
X Link 2023-10-02T21:50Z [----] followers, [----] engagements
"Are you sure only 10% of population has fungus $mob.st recalculating TAM"
X Link 2024-05-15T21:03Z [----] followers, [----] engagements
"Was ceo fired for lack of tact $cpr.mi Campari CEO Fantacchiotti talked his stock down 6% on a Friday afternoon with comments at a BoA event. Spokesman then tried to walk it back. Either innocent but poorly judged words or will prove prescient if a downgrade follows. In neither case ideal $CPR $CPR.MI https://t.co/pVrPi8lfep Campari CEO Fantacchiotti talked his stock down 6% on a Friday afternoon with comments at a BoA event. Spokesman then tried to walk it back. Either innocent but poorly judged words or will prove prescient if a downgrade follows. In neither case ideal $CPR $CPR.MI"
X Link 2024-09-18T08:04Z [----] followers, [---] engagements
"No lawyers were hurt helping write this statement We believe $vty #VTY iirc they positioned themselves as a lower risk form of house builder🤔 Sympathy to all those holdingit was mysteriously popular in Fintwit circles iirc https://t.co/NZtbeSpAzD #VTY iirc they positioned themselves as a lower risk form of house builder🤔 Sympathy to all those holdingit was mysteriously popular in Fintwit circles iirc https://t.co/NZtbeSpAzD"
X Link 2024-10-08T08:10Z [----] followers, [---] engagements
"Which of the following beaten-down stocks would you buy Would be great if you share a one-liner on how you handicap the bear case. $RTO.L $ZBH $DSY.F $SPX.L $MC.PA $EL $HSY $UPS $DSY.PA $MRK $DIM.PA"
X Link 2024-10-11T14:17Z [----] followers, [---] engagements
"$imb.l: how to do buyback cc: $bats.l"
X Link 2024-10-23T16:32Z [----] followers, [---] engagements
"Tariff mans menu"
X Link 2025-04-02T20:28Z [----] followers, 95.8K engagements
"If you are looking for a home for those dollars that you are in process of liquidating from $SHOP Allow me to introduce you to $VTEX which offers a ecommerce platform for enterprise with maybe 5% gross churn annually not the shemu sh1t on $SHOP Only thing going back to the 50s is @tobi stock price https://t.co/PgbA06opby Only thing going back to the 50s is @tobi stock price https://t.co/PgbA06opby"
X Link 2025-04-03T13:52Z [----] followers, [---] engagements
"$BATS.L $BTI . and I am out there is so much out there now that I cant just sit and vape"
X Link 2025-04-07T09:58Z [----] followers, [---] engagements
"$BF-B $DGE.L"
X Link 2025-06-23T17:42Z [----] followers, [---] engagements
"@OnodaCapital It was all the rage during $AVLR public days then this was the only public asset left and now its fallen from grace What happened here"
X Link 2025-09-13T20:03Z [----] followers, [---] engagements
"$mu $smsn $005930.ks $000660.ks #openai Help me make sense of what exactly OpenAI needs from DRAM Think the reporting that they need 900kwspm is incorrect 10GW DC = 5M GPU / XPU Say 300GB per accelerator Thats 1.5M TB Thats 1500kwafers Thats [--] months of HBM supply No Help me make sense of what exactly OpenAI needs from DRAM Think the reporting that they need 900kwspm is incorrect 10GW DC = 5M GPU / XPU Say 300GB per accelerator Thats 1.5M TB Thats 1500kwafers Thats [--] months of HBM supply No"
X Link 2025-10-08T14:29Z [----] followers, [---] engagements
"$aixa is the next $asmi Thats if you believe GaN will be big which I think it will Were long $AIXA in report at https://t.co/yZZes0e0C3. The dominant provider of equipment to make GaN and SiC semiconductors Aixtron is THE massive beneficiary of Nvidias proposed 800V data center power architecture targeted for [----]. 1/9 Were long $AIXA in report at https://t.co/yZZes0e0C3. The dominant provider of equipment to make GaN and SiC semiconductors Aixtron is THE massive beneficiary of Nvidias proposed 800V data center power architecture targeted for [----]. 1/9"
X Link 2025-11-03T15:14Z [----] followers, [----] engagements
"What happened to $verx"
X Link 2025-11-03T18:33Z [----] followers, [---] engagements
"Pump my shitco $aixa $AIXA: Aixtron sells the dominant tool (90% share) for optical component epitaxy using GaAs and InP. Coherent Lumentum Nokia all customers. AIXA expects opto biz to grow 50%+ YoY in 2H25. Discussion in pages 25-28 at https://t.co/yZZes0eyrB $AIXA: Aixtron sells the dominant tool (90% share) for optical component epitaxy using GaAs and InP. Coherent Lumentum Nokia all customers. AIXA expects opto biz to grow 50%+ YoY in 2H25. Discussion in pages 25-28 at https://t.co/yZZes0eyrB"
X Link 2025-11-24T16:44Z [----] followers, [---] engagements
"Did they say microLED $aixa Pump my shitco If $CRDO says Active (micro)LED Cables or ALC has 2x the TAM of AEC cables it is time to write a deep dive about microLEDs on my Substack. If $CRDO says Active (micro)LED Cables or ALC has 2x the TAM of AEC cables it is time to write a deep dive about microLEDs on my Substack"
X Link 2025-12-03T10:47Z [----] followers, [---] engagements
"$IQE $LITE - Company spent 120M in capex since [----] - EV 100M MCAP 50M - Trying to sell itself - $LITE just renewed wafer supply 6inch InPh epi-wafer supplier 50%+ rev Photonics if you like punts (NIA DYOD) https://www.iqep.com/media/press-releases/2025/iqe-extends-multi-year-strategic-supply-agreement-with-lumentum/ https://www.iqep.com/media/press-releases/2025/iqe-extends-multi-year-strategic-supply-agreement-with-lumentum/"
X Link 2025-12-11T15:14Z [----] followers, [---] engagements
"That $TTWO GTA5 may have been delayed far too much for its own good Go ahead and compete with this now 🚀🚀🚀Introducing HY World [---] (WorldPlay) We have now open-sourced the most systemized comprehensive real-time world model framework in the industry. In HY World [---] we develop WorldPlay a streaming video diffusion model that enables real-time interactive world modeling https://t.co/FJzWMfdp3t 🚀🚀🚀Introducing HY World [---] (WorldPlay) We have now open-sourced the most systemized comprehensive real-time world model framework in the industry. In HY World [---] we develop WorldPlay a streaming"
X Link 2025-12-17T09:24Z [----] followers, [---] engagements
"The death of gaming market is NOT exaggerated AI killed $TTWO before they could release the effing gta keep perfecting it Newsis: Nvidia and AMD to significantly increase GPU prices starting next month. Describes RTX [----] increasing from $2000 to $5000 "Both companies are reportedly planning to continue raising GPU prices every month going forward. It's highly likely that the price increases will https://t.co/DQWqf2Rbdn Newsis: Nvidia and AMD to significantly increase GPU prices starting next month. Describes RTX [----] increasing from $2000 to $5000 "Both companies are reportedly planning to"
X Link 2025-12-31T17:59Z [----] followers, [---] engagements
"No need to look that far its 5x fcf [----] Issue with it is the debt load and if net add bleed doesnt stop. Everything else is easy. Buyback is their dna capex will normalise Just watch net add bleed slow $chtr Lost lil $ in cable a few years ago&hadn't been involved/revisited since. Heard analyst pitch recently on podcast&threw $CHTR in model using #s from Cox merger doc. Trades @2.5x mgmt 2029e FCFE. Equity stub/Publicly traded LBO @ this stage w/ mkt cap of just 1.4x EBITDA. 1/n https://t.co/ndH0wa284N Lost lil $ in cable a few years ago&hadn't been involved/revisited since. Heard analyst"
X Link 2026-01-04T09:41Z [----] followers, [----] engagements
"Which robot do you like "Analyze the $CHTR investment case: reducing capex leads to higher FCF business is sticky so we get buybacks as soon as balance sheet is healthy. issue is falling net adds & competition from FWA and fiber . On balance do you think it is a buy or sell" Robot [--] Robot [--] Robot [--] Robot [--] Robot [--] Robot 3"
X Link 2026-01-05T21:51Z [----] followers, [---] engagements
"@ReturnsJourney Whats going at Kimberly Clark"
X Link 2026-01-08T11:09Z [----] followers, [---] engagements
"May I remind you this is a bad flu $AMN $CCRN Everyone I know has had a bad flu. Thankfully not hospitalised Gee whiz I wonder why were having one of the worst flu seasons in decades https://t.co/ebk2Jo3Olv Gee whiz I wonder why were having one of the worst flu seasons in decades https://t.co/ebk2Jo3Olv"
X Link 2026-01-08T15:41Z [----] followers, [----] engagements
"$AMN $CCRN May I remind you this is a bad flu $AMN $CCRN Everyone I know has had a bad flu. Thankfully not hospitalised https://t.co/IszXt7W2CQ May I remind you this is a bad flu $AMN $CCRN Everyone I know has had a bad flu. Thankfully not hospitalised https://t.co/IszXt7W2CQ"
X Link 2026-01-10T19:00Z [----] followers, [----] engagements
"If all of us agree that SaaS is going to be a slow grind is that already in the price What is the narrative parallel that makes SaaS rerate like $goog rerated in [----] $csu $rop $now $crm $intu I really believe that AI vibecoding will not be a threat for VMS at least. But it may take the market a long long time to come to that conclusion. https://t.co/q1ktr9r10d I really believe that AI vibecoding will not be a threat for VMS at least. But it may take the market a long long time to come to that conclusion. https://t.co/q1ktr9r10d"
X Link 2026-01-14T21:26Z [----] followers, [----] engagements
"Why is this not inspiring me I am paying 29x for csu organic growth if they stop m&a and debt payments $csu.to With the Constellation Software family's recent drawdown we calculated each company's multiple using their internal FCFA2S profit metric. This is cash available if M&A and debt repayment stopped altogether. $LMN.V: 25x $CSU.TO: 29x $TOI.V: 33x #FCFA2S https://t.co/kgt8De4PC6 With the Constellation Software family's recent drawdown we calculated each company's multiple using their internal FCFA2S profit metric. This is cash available if M&A and debt repayment stopped altogether."
X Link 2026-01-17T16:10Z [----] followers, 13.2K engagements
"@rwang07 Not too late you can do that with $pstg"
X Link 2026-01-20T09:41Z [----] followers, [---] engagements
"@midwit_capital Much more an analogy for $team no Like $gtlb just as much"
X Link 2026-01-25T18:06Z [----] followers, [---] engagements
"Dont buy cheap or mispriced $wix or $four Buy $asml . There is no price high enough. Its a monopoly did you know Lfg 🚀 $WIX Base44 Website Traffic still sits near its highs 👀https://t.co/jWAEfGOxy7 https://t.co/U14YXq0wuQ $WIX Base44 Website Traffic still sits near its highs 👀https://t.co/jWAEfGOxy7 https://t.co/U14YXq0wuQ"
X Link 2026-01-28T15:02Z [----] followers, [----] engagements
"@TMT_Jack_ How does deceleration happen"
X Link 2026-01-29T19:03Z [----] followers, [---] engagements
"@PythiaR @TMT_Jack_ This assumes [--]. CRM will not do it (fair they are going to be slower than a nimble startup) [--]. My IT department is going to churn to any competitor (hasnt happend over last [--] years of competition)"
X Link 2026-01-29T19:53Z [----] followers, [---] engagements
"@PythiaR @TMT_Jack_ Agree on csu it is now proper cheap Crm after expensing stoc comp is 25x fair value if they gro 10%"
X Link 2026-01-29T21:22Z [----] followers, [--] engagements
"@GavinSBaker Why does this chart not seem to suggest similar improvements Curious"
X Link 2026-01-30T16:10Z [----] followers, [---] engagements
"@PythiaR Dont think with Lam etc at 40x anyone is bearish semicap"
X Link 2026-01-31T09:32Z [----] followers, [---] engagements
"The multiple of FCF you want to pay (assuming 10% discount rate + sharecount diluting at 2% p.a.) for [--] years is: 9x EV/FCF for 5% growth 12x for 10% growth 16x for 15% growth 23x for 20% growth Since everybody is losing their minds over SBC vs not SBC in the normal DCF there's 2.0% annualized dilution included in the [--] years already for the scenario with [--] terminal value that spits out 20x EV/FCF. Since everybody is losing their minds over SBC vs not SBC in the normal DCF there's 2.0% annualized dilution included in the [--] years already for the scenario with [--] terminal value that spits out"
X Link 2026-01-31T13:15Z [----] followers, 54.1K engagements
"Think its worth adding that this assumes terminal value after year [--] is zero Typically for 10%+ growth business 50%+ value is terminal. Cut that in half given stock comp So you can 1.5x these multiples if you believe in terminal value Given debate is TV so worth adding The multiple of FCF you want to pay (assuming 10% discount rate + sharecount diluting at 2% p.a.) for [--] years is: 9x EV/FCF for 5% growth 12x for 10% growth 16x for 15% growth 23x for 20% growth The multiple of FCF you want to pay (assuming 10% discount rate + sharecount diluting at 2% p.a.) for [--] years is: 9x EV/FCF for 5%"
X Link 2026-02-01T00:27Z [----] followers, [----] engagements
"@comfyleverage I like it. May get acquired before you actually benefit from GenAI driven growth"
X Link 2026-02-01T07:00Z [----] followers, [--] engagements
"@pedro_loftus 100% If one is worried about terminal value risk then 20% growth today is definitely not 20% [--] yr cagr"
X Link 2026-02-01T12:37Z [----] followers, [--] engagements
"@P_Remarks Mate if they dont ipo we cant buy the mispricing Always ipo"
X Link 2026-02-05T14:44Z [----] followers, [---] engagements
"You dont need Claude code for that Go read the GitHub page. It is just system prompts The entire selloff this week was sparked by a completely false narrative amplified by technically illiterate media pouring gas on the panic just like DeepSeek last year. You can't make this stuff up. Here's what Claude says after reading the GitHub on the infamous Anthropic https://t.co/UUGFMIXCMr The entire selloff this week was sparked by a completely false narrative amplified by technically illiterate media pouring gas on the panic just like DeepSeek last year. You can't make this stuff up. Here's what"
X Link 2026-02-06T22:49Z [----] followers, [---] engagements
"@HedgeyeComm Actually I prefer if it ends up much more. Cross [----] or get to [----]. Because then I know what to do"
X Link 2020-04-09T14:28Z [----] followers, [--] engagements
"$WFRD the Venezuelan oil services play"
X Link 2026-01-05T09:27Z [----] followers, [---] engagements
"$wfrd I couldn't resist joining the Venezuela trade. While big caps like Chevron $CVE or Halliburton $HAL are well-known beneficiaries I think I've found an unknown small cap that might benefit even more. https://t.co/nx680tXiba I couldn't resist joining the Venezuela trade. While big caps like Chevron $CVE or Halliburton $HAL are well-known beneficiaries I think I've found an unknown small cap that might benefit even more. https://t.co/nx680tXiba"
X Link 2026-01-05T13:17Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing