#  @4drant 4drant 4drant posts on X about if you, ai, growth, $crm the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1209195019598475265/interactions)  - [--] Week [------] -2.60% - [--] Month [-------] +46% - [--] Months [-------] +164% - [--] Year [-------] +1,072% ### Mentions: [--] [#](/creator/twitter::1209195019598475265/posts_active)  - [--] Week [--] -8.30% - [--] Month [--] +14% - [--] Months [---] +79% - [--] Year [---] +272% ### Followers: [-----] [#](/creator/twitter::1209195019598475265/followers)  - [--] Week [-----] +1.40% - [--] Month [-----] +7.90% - [--] Months [-----] +25% - [--] Year [-----] +37% ### CreatorRank: [---------] [#](/creator/twitter::1209195019598475265/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 44% [technology brands](/list/technology-brands) 16% [finance](/list/finance) 13% [cryptocurrencies](/list/cryptocurrencies) 4% [currencies](/list/currencies) 3% [social networks](/list/social-networks) 1% [gaming](/list/gaming) 1% [countries](/list/countries) 1% **Social topic influence** [if you](/topic/if-you) 11%, [ai](/topic/ai) 7%, [growth](/topic/growth) 6%, [$crm](/topic/$crm) #76, [$csu](/topic/$csu) #11, [$relx](/topic/$relx) #2, [$now](/topic/$now) #137, [$aixa](/topic/$aixa) 4%, [agent](/topic/agent) #3008, [$intu](/topic/$intu) #101 **Top accounts mentioned or mentioned by** [@pythiar](/creator/undefined) [@jerrycap](/creator/undefined) [@matt_slotnick](/creator/undefined) [@twannsworld](/creator/undefined) [@invesquotes](/creator/undefined) [@tmtjack](/creator/undefined) [@mattslotnick](/creator/undefined) [@profdollar](/creator/undefined) [@fda](/creator/undefined) [@atelicinvest](/creator/undefined) [@premarks](/creator/undefined) [@valuations](/creator/undefined) [@rwang07](/creator/undefined) [@tomsmith839](/creator/undefined) [@equilyse1](/creator/undefined) [@harengrouge](/creator/undefined) [@bucknsf](/creator/undefined) [@ohcapideas](/creator/undefined) [@latentcapital](/creator/undefined) [@petermantas](/creator/undefined) **Top assets mentioned** [Salesforce Inc (CRM)](/topic/$crm) [RELX PLC (RELX)](/topic/$relx) [Now Coin (NOW)](/topic/$now) [Intuit Inc. (INTU)](/topic/$intu) [GitLab Inc. (GTLB)](/topic/$gtlb) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Roper Technologies Inc (ROP)](/topic/$rop) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [4 (FOUR)](/topic/$four) [Microsoft Corp. (MSFT)](/topic/$msft) [S&P Global Inc (SPGI)](/topic/$spgi) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Weatherford International plc Ordinary Shares (WFRD)](/topic/$wfrd) [Charter Communications Inc (CHTR)](/topic/$chtr) [AMN Healthcare Services (AMN)](/topic/$amn) [Maravai LifeSciences Holdings, Inc. (MRVI)](/topic/$mrvi) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [Copart, Inc. (CPRT)](/topic/$cprt) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Diageo plc (DEO)](/topic/$deo) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Msci Inc (MSCI)](/topic/$msci) [Arthur J. Gallagher & Co. (AJG)](/topic/$ajg) [uniQure N.V. (QURE)](/topic/$qure) [Spotify Technology (SPOT)](/topic/$spot) [Shopify Inc (SHOP)](/topic/$shop) [VTEX (VTEX)](/topic/vtex) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) ### Top Social Posts Top posts by engagements in the last [--] hours "$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 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 "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 "@rwang07 Not too late you can do that with $pstg" [X Link](https://x.com/4drant/status/2013547474841960872) 2026-01-20T09:41Z [----] 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 "The implications of KV cache offloading (NAND) and engram memory leading to a bull case on $PSTG (tail latency). I cannot put it more succintly Thats right Macron packets need to be predictable for sure" [X Link](https://x.com/4drant/status/2014745835590861062) 2026-01-23T17:03Z [----] followers, [----] engagements "$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 "Summary: $four is mathematically broken If you believe Shift4 can manage merchant churn without triggering a revolt (The Bear Case) the stock is mathematically broken (too cheap) relative to peers. The market is offering you Adyen-like growth at a legacy processor price" [X Link](https://x.com/4drant/status/2017180261407183079) 2026-01-30T10:17Z [----] followers, [----] engagements "$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 "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 $SPGI @JerryCap My robot says your robot is retarded https://t.co/22Tl3bfMGu @JerryCap My robot says your robot is retarded https://t.co/22Tl3bfMGu" [X Link](https://x.com/4drant/status/2018769099934040508) 2026-02-03T19:30Z [----] followers, 14.7K engagements "$TRI $RELX by @Equilyse1" [X Link](https://x.com/4drant/status/2019465186076221710) 2026-02-05T17:36Z [----] followers, [----] 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 "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 "@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 "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 "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 "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 "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 "@JerryCap This is agentic ai with no agent involved" [X Link](https://x.com/4drant/status/2022455731505819766) 2026-02-13T23:39Z [----] 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 $csu Prove me wrong #software #habits http://platform.equilyse.com http://platform.equilyse.com" [X Link](https://x.com/4drant/status/2021623160446030009) 2026-02-11T16:31Z [----] followers, [----] engagements "$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, 23.4K 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 "Robot says its tricky $QURE Do you agree" [X Link](https://x.com/4drant/status/2012238903923589537) 2026-01-16T19:01Z [----] followers, [----] engagements "@Prof_Dollar @FDA I am not an expert so correct me if this is not true - primary end point missed vs sham surgery control - they picked a new control - but surgery has subjective benefits - claiming 80% disingenuous - but clearly LfL improved but thats not primary endpoint Hence compromise" [X Link](https://x.com/4drant/status/2012300130645328343) 2026-01-16T23:05Z [----] followers, [---] engagements "@Prof_Dollar @FDA Because it directionally improves bio marker CF RWE is bio marker (objective) not subjective (which is improved by surgery significant or not) Hence tricky What is factually wrong above" [X Link](https://x.com/4drant/status/2012300822902690174) 2026-01-16T23:07Z [----] followers, [---] engagements "@Invesquotes You need to spend 10-20% of sales in r&d to accelerate organic growth Dont think you get net lower headcount with more R&D and fewer m&a people. Assume M&A is central and given diversity r&d is spread out (inefficient)" [X Link](https://x.com/4drant/status/2012618634548351159) 2026-01-17T20:10Z [----] followers, [---] engagements "@Invesquotes Why arent they already right sized My point was the only thing you can correct in that analysis is look forward and if it is 19x FCf you need to forget the m&a and ask if you want to pay that for whatever organic growth is M&A is the cherry during this uncertainty" [X Link](https://x.com/4drant/status/2012620435247001735) 2026-01-17T20:17Z [----] followers, [---] engagements "@JerryCap @Invesquotes Sure thing you have to decide whether 19x forward is good for whatever they have already got with no more M&A At 15x its a no brainer with inflation acceleration At 19x anything like 6-7% is good to go" [X Link](https://x.com/4drant/status/2012623025397547246) 2026-01-17T20:28Z [----] followers, [--] engagements "@Latent_Capital What do you think is the right way to look at it Or the right number" [X Link](https://x.com/4drant/status/2012628617713316292) 2026-01-17T20:50Z [----] followers, [---] engagements "@atelicinvest Twilio" [X Link](https://x.com/4drant/status/2013382034534867382) 2026-01-19T22:44Z [----] followers, [---] engagements "@atelicinvest Accelerating Revenue growth" [X Link](https://x.com/4drant/status/2013518528348070242) 2026-01-20T07:46Z [----] 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 "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 "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 "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 $SHOP Only thing going back to the 50s is @tobi stock price https://t.co/PgbA06opby Only thing going back to the 50s is @tobi stock price https://t.co/PgbA06opby" [X Link](https://x.com/4drant/status/1907793440554807492) 2025-04-03T13:52Z [----] followers, [---] engagements "$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 $5000 "Both companies are reportedly planning to" [X Link](https://x.com/4drant/status/2006424982046519428) 2025-12-31T17:59Z [----] followers, [---] engagements "$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 "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 "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 $TOI.V: 33x #FCFA2S https://t.co/kgt8De4PC6 With the Constellation Software family's recent drawdown we calculated each company's multiple using their internal FCFA2S profit metric. This is cash available if M&A and debt repayment stopped altogether." [X Link](https://x.com/4drant/status/2012558167670981070) 2026-01-17T16:10Z [----] followers, 13.2K engagements "@TMT_Jack_ How does deceleration happen" [X Link](https://x.com/4drant/status/2016950221050438086) 2026-01-29T19:03Z [----] followers, [---] engagements "@PythiaR @TMT_Jack_ This assumes [--]. CRM will not do it (fair they are going to be slower than a nimble startup) [--]. My IT department is going to churn to any competitor (hasnt happend over last [--] years of competition)" [X Link](https://x.com/4drant/status/2016962890113155496) 2026-01-29T19:53Z [----] followers, [---] engagements "@PythiaR @TMT_Jack_ Agree on csu it is now proper cheap Crm after expensing stoc comp is 25x fair value if they gro 10%" [X Link](https://x.com/4drant/status/2016985227877548265) 2026-01-29T21:22Z [----] followers, [--] engagements "@GavinSBaker Why does this chart not seem to suggest similar improvements Curious" [X Link](https://x.com/4drant/status/2017269298293821827) 2026-01-30T16:10Z [----] followers, [---] engagements "@PythiaR Dont think with Lam etc at 40x anyone is bearish semicap" [X Link](https://x.com/4drant/status/2017531508177965420) 2026-01-31T09:32Z [----] followers, [---] engagements "$BF-B $DGE.L" [X Link](https://x.com/4drant/status/1937204519089430822) 2025-06-23T17:42Z [----] followers, [---] engagements "$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 "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 "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 "@ReturnsJourney Whats going at Kimberly Clark" [X Link](https://x.com/4drant/status/2009220883383218641) 2026-01-08T11:09Z [----] 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 "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 "@JerryCap $BATS.L" [X Link](https://x.com/4drant/status/1708962703815938557) 2023-10-02T21:50Z [----] 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 $CPR.MI" [X Link](https://x.com/4drant/status/1836315383088754736) 2024-09-18T08:04Z [----] followers, [---] engagements "Tariff mans menu" [X Link](https://x.com/4drant/status/1907530626980249720) 2025-04-02T20:28Z [----] followers, 95.8K engagements "$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 "@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 "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 "What happened to $verx" [X Link](https://x.com/4drant/status/1985415090393530880) 2025-11-03T18:33Z [----] followers, [---] engagements "$imb.l: how to do buyback cc: $bats.l" [X Link](https://x.com/4drant/status/1849126641668153604) 2024-10-23T16:32Z [----] followers, [---] engagements "@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 "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 Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@4drant 4drant
4drant posts on X about if you, ai, growth, $crm the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -2.60%
- [--] Month [-------] +46%
- [--] Months [-------] +164%
- [--] Year [-------] +1,072%
Mentions: [--] #
- [--] Week [--] -8.30%
- [--] Month [--] +14%
- [--] Months [---] +79%
- [--] Year [---] +272%
Followers: [-----] #
- [--] Week [-----] +1.40%
- [--] Month [-----] +7.90%
- [--] Months [-----] +25%
- [--] Year [-----] +37%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 44% technology brands 16% finance 13% cryptocurrencies 4% currencies 3% social networks 1% gaming 1% countries 1%
Social topic influence if you 11%, ai 7%, growth 6%, $crm #76, $csu #11, $relx #2, $now #137, $aixa 4%, agent #3008, $intu #101
Top accounts mentioned or mentioned by @pythiar @jerrycap @matt_slotnick @twannsworld @invesquotes @tmtjack @mattslotnick @profdollar @fda @atelicinvest @premarks @valuations @rwang07 @tomsmith839 @equilyse1 @harengrouge @bucknsf @ohcapideas @latentcapital @petermantas
Top assets mentioned Salesforce Inc (CRM) RELX PLC (RELX) Now Coin (NOW) Intuit Inc. (INTU) GitLab Inc. (GTLB) Atlassian Corporation PLC (TEAM) Roper Technologies Inc (ROP) Pure Storage, Inc. (PSTG) Brown-Forman Corporation Class B (BF.B) 4 (FOUR) Microsoft Corp. (MSFT) S&P Global Inc (SPGI) Take-Two Interactive Software, Inc. (TTWO) Weatherford International plc Ordinary Shares (WFRD) Charter Communications Inc (CHTR) AMN Healthcare Services (AMN) Maravai LifeSciences Holdings, Inc. (MRVI) Clearwater Analytics Holdings, Inc. (CWAN) Copart, Inc. (CPRT) Alphabet Inc Class A (GOOGL) Diageo plc (DEO) Veeva Systems, Inc. (VEEV) Thomson Reuters Corporation (TRI) Msci Inc (MSCI) Arthur J. Gallagher & Co. (AJG) uniQure N.V. (QURE) Spotify Technology (SPOT) Shopify Inc (SHOP) VTEX (VTEX) Lumentum Holdings Inc. Common Stock (LITE)
Top Social Posts
Top posts by engagements in the last [--] hours
"$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 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
"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
"@rwang07 Not too late you can do that with $pstg"
X Link 2026-01-20T09:41Z [----] 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
"The implications of KV cache offloading (NAND) and engram memory leading to a bull case on $PSTG (tail latency). I cannot put it more succintly Thats right Macron packets need to be predictable for sure"
X Link 2026-01-23T17:03Z [----] followers, [----] engagements
"$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
"Summary: $four is mathematically broken If you believe Shift4 can manage merchant churn without triggering a revolt (The Bear Case) the stock is mathematically broken (too cheap) relative to peers. The market is offering you Adyen-like growth at a legacy processor price"
X Link 2026-01-30T10:17Z [----] followers, [----] engagements
"$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
"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 $SPGI @JerryCap My robot says your robot is retarded https://t.co/22Tl3bfMGu @JerryCap My robot says your robot is retarded https://t.co/22Tl3bfMGu"
X Link 2026-02-03T19:30Z [----] followers, 14.7K engagements
"$TRI $RELX by @Equilyse1"
X Link 2026-02-05T17:36Z [----] followers, [----] 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
"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
"@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
"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
"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
"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
"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
"@JerryCap This is agentic ai with no agent involved"
X Link 2026-02-13T23:39Z [----] 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 $csu Prove me wrong #software #habits http://platform.equilyse.com http://platform.equilyse.com"
X Link 2026-02-11T16:31Z [----] followers, [----] engagements
"$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, 23.4K 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
"Robot says its tricky $QURE Do you agree"
X Link 2026-01-16T19:01Z [----] followers, [----] engagements
"@Prof_Dollar @FDA I am not an expert so correct me if this is not true - primary end point missed vs sham surgery control - they picked a new control - but surgery has subjective benefits - claiming 80% disingenuous - but clearly LfL improved but thats not primary endpoint Hence compromise"
X Link 2026-01-16T23:05Z [----] followers, [---] engagements
"@Prof_Dollar @FDA Because it directionally improves bio marker CF RWE is bio marker (objective) not subjective (which is improved by surgery significant or not) Hence tricky What is factually wrong above"
X Link 2026-01-16T23:07Z [----] followers, [---] engagements
"@Invesquotes You need to spend 10-20% of sales in r&d to accelerate organic growth Dont think you get net lower headcount with more R&D and fewer m&a people. Assume M&A is central and given diversity r&d is spread out (inefficient)"
X Link 2026-01-17T20:10Z [----] followers, [---] engagements
"@Invesquotes Why arent they already right sized My point was the only thing you can correct in that analysis is look forward and if it is 19x FCf you need to forget the m&a and ask if you want to pay that for whatever organic growth is M&A is the cherry during this uncertainty"
X Link 2026-01-17T20:17Z [----] followers, [---] engagements
"@JerryCap @Invesquotes Sure thing you have to decide whether 19x forward is good for whatever they have already got with no more M&A At 15x its a no brainer with inflation acceleration At 19x anything like 6-7% is good to go"
X Link 2026-01-17T20:28Z [----] followers, [--] engagements
"@Latent_Capital What do you think is the right way to look at it Or the right number"
X Link 2026-01-17T20:50Z [----] followers, [---] engagements
"@atelicinvest Twilio"
X Link 2026-01-19T22:44Z [----] followers, [---] engagements
"@atelicinvest Accelerating Revenue growth"
X Link 2026-01-20T07:46Z [----] 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
"Are you sure only 10% of population has fungus $mob.st recalculating TAM"
X Link 2024-05-15T21:03Z [----] 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
"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 $SHOP Only thing going back to the 50s is @tobi stock price https://t.co/PgbA06opby Only thing going back to the 50s is @tobi stock price https://t.co/PgbA06opby"
X Link 2025-04-03T13:52Z [----] followers, [---] engagements
"$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 $5000 "Both companies are reportedly planning to"
X Link 2025-12-31T17:59Z [----] followers, [---] engagements
"$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
"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
"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 $TOI.V: 33x #FCFA2S https://t.co/kgt8De4PC6 With the Constellation Software family's recent drawdown we calculated each company's multiple using their internal FCFA2S profit metric. This is cash available if M&A and debt repayment stopped altogether."
X Link 2026-01-17T16:10Z [----] followers, 13.2K engagements
"@TMT_Jack_ How does deceleration happen"
X Link 2026-01-29T19:03Z [----] followers, [---] engagements
"@PythiaR @TMT_Jack_ This assumes [--]. CRM will not do it (fair they are going to be slower than a nimble startup) [--]. My IT department is going to churn to any competitor (hasnt happend over last [--] years of competition)"
X Link 2026-01-29T19:53Z [----] followers, [---] engagements
"@PythiaR @TMT_Jack_ Agree on csu it is now proper cheap Crm after expensing stoc comp is 25x fair value if they gro 10%"
X Link 2026-01-29T21:22Z [----] followers, [--] engagements
"@GavinSBaker Why does this chart not seem to suggest similar improvements Curious"
X Link 2026-01-30T16:10Z [----] followers, [---] engagements
"@PythiaR Dont think with Lam etc at 40x anyone is bearish semicap"
X Link 2026-01-31T09:32Z [----] followers, [---] engagements
"$BF-B $DGE.L"
X Link 2025-06-23T17:42Z [----] followers, [---] engagements
"$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
"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
"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
"@ReturnsJourney Whats going at Kimberly Clark"
X Link 2026-01-08T11:09Z [----] 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
"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
"@JerryCap $BATS.L"
X Link 2023-10-02T21:50Z [----] 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 $CPR.MI"
X Link 2024-09-18T08:04Z [----] followers, [---] engagements
"Tariff mans menu"
X Link 2025-04-02T20:28Z [----] followers, 95.8K engagements
"$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
"@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
"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
"What happened to $verx"
X Link 2025-11-03T18:33Z [----] followers, [---] engagements
"$imb.l: how to do buyback cc: $bats.l"
X Link 2024-10-23T16:32Z [----] 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
"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
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