# ![@Aureliusltd28 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1603877230412718089.png) @Aureliusltd28 Aurelius

Aurelius posts on X about bank, ai, in the, money the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1603877230412718089/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1603877230412718089/c:line/m:interactions.svg)

- [--] Week [-------] -31%
- [--] Month [-------] +178%
- [--] Months [----------] -66%
- [--] Year [----------] +408%

### Mentions: [--] [#](/creator/twitter::1603877230412718089/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1603877230412718089/c:line/m:posts_active.svg)

- [--] Week [--] -4%
- [--] Month [---] +5.80%
- [--] Months [-----] +11%
- [--] Year [-----] -23%

### Followers: [------] [#](/creator/twitter::1603877230412718089/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1603877230412718089/c:line/m:followers.svg)

- [--] Week [------] +0.41%
- [--] Month [------] +1.10%
- [--] Months [------] +7.70%
- [--] Year [------] +61%

### CreatorRank: [-------] [#](/creator/twitter::1603877230412718089/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1603877230412718089/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  29.93% [stocks](/list/stocks)  29.93% [technology brands](/list/technology-brands)  10.2% [cryptocurrencies](/list/cryptocurrencies)  6.12% [financial services](/list/financial-services)  2.72% [exchanges](/list/exchanges)  2.72% [travel destinations](/list/travel-destinations)  2.04% [countries](/list/countries)  1.36% [celebrities](/list/celebrities)  0.68%

**Social topic influence**
[bank](/topic/bank) #2831, [ai](/topic/ai) 6.8%, [in the](/topic/in-the) 5.44%, [money](/topic/money) 4.08%, [this is](/topic/this-is) 4.08%, [bullish](/topic/bullish) #178, [$dave](/topic/$dave) 2.72%, [business](/topic/business) 2.72%, [$crcl](/topic/$crcl) 2.72%, [$coin](/topic/$coin) 2.72%

**Top accounts mentioned or mentioned by**
[@blondesnmoney](/creator/undefined) [@corpuscol](/creator/undefined) [@shortbus_ace](/creator/undefined) [@thebankzhar](/creator/undefined) [@shortbusace](/creator/undefined) [@blacklioncta](/creator/undefined) [@77augustwest72](/creator/undefined) [@bankeration](/creator/undefined) [@victaurs](/creator/undefined) [@capitalshipyard](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@r5ive8](/creator/undefined) [@wisemancap](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@noruserious](/creator/undefined) [@capt_gn](/creator/undefined) [@eddiebird69](/creator/undefined) [@ron284ron](/creator/undefined) [@illiquidinsight](/creator/undefined) [@brandon7921588](/creator/undefined)

**Top assets mentioned**
[Dave Inc. (DAVE)](/topic/$dave) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Mario Coin (COIN)](/topic/$coin) [RAI Finance (SOFI)](/topic/$sofi) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Toast, Inc. (TOST)](/topic/$tost) [Transocean LTD. (RIG)](/topic/$rig) [SVB Financial Group (SIVBQ)](/topic/$sivb) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Upstart Holdings, Inc. (UPST)](/topic/$upst) [4 (FOUR)](/topic/$four) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Flagstar Financial, Inc. (FLG)](/topic/$flg) [JPMorgan Chase (JPM)](/topic/$jpm) [Alibaba Group (BABA)](/topic/$baba) [Synchrony Financial (SYF)](/topic/$syf) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Capital One Financial Corp. (COF)](/topic/$cof) [Wise (WISE)](/topic/$wise) [Bifrost (BFC)](/topic/$bfc) [Ares Management, Corp. (ARES)](/topic/$ares) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Blackstone, Inc. (BX)](/topic/$bx) [DLocal Limited (DLO)](/topic/$dlo) [MercadoLibre Inc (MELI)](/topic/$meli) [Cloudflare, Inc. (NET)](/topic/$net) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Corpay, Inc. (CPAY)](/topic/$cpay)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The how long until we cure every disease thought loop that drifts into using the rushed and sus vax as credibility and somehow lands on trillions in data center spend is biased narrative engineering built on fear and emotion. Dwarkesh asks Dario a fantastic question relating to how he is so bullish on AGI yet so conservative on data center build out - Dario has an amazing take on this: Dario Amodei details the staggering financial risk of the AI race explaining that if growth continues at 10x a https://t.co/Ed99X88zwS Dwarkesh asks Dario a fantastic question relating to how he is so bullish"  
[X Link](https://x.com/Aureliusltd28/status/2022649193362227430)  2026-02-14T12:28Z 12.9K followers, [----] engagements


"I heard Thiel voted #2 🤣🤣🤣 $SIVB RIP 🪦🪦🪦🪦🪦🪦🪦"  
[X Link](https://x.com/Aureliusltd28/status/1867946727925572016)  2024-12-14T14:56Z 12.9K followers, [----] engagements


"on $rkt probably one of the better rates down call options out there https://t.co/zn8HXagAjK https://t.co/zn8HXagAjK"  
[X Link](https://x.com/Aureliusltd28/status/2001307735325847612)  2025-12-17T15:05Z 12.9K followers, [----] engagements


"$dave https://t.co/DRWZN4IKKV https://t.co/DRWZN4IKKV"  
[X Link](https://x.com/Aureliusltd28/status/2008891753407860870)  2026-01-07T13:21Z 12.9K followers, 11.1K engagements


"well . the market (which is wrong a lot and stuff) has spoken and here's what it said about the companies hurt by the 10% cap (which isn't going to happen) $dave $syf $upst $afrm $sofi $cof"  
[X Link](https://x.com/Aureliusltd28/status/2010830509237018709)  2026-01-12T21:45Z 12.9K followers, [----] engagements


"This was pretty spot on. $dave $dave $dave"  
[X Link](https://x.com/Aureliusltd28/status/2011904474869350788)  2026-01-15T20:53Z 12.9K followers, [----] engagements


"On a rough day for payments crypto and consumer finance $WISE with a good release"  
[X Link](https://x.com/Aureliusltd28/status/2013685272681017525)  2026-01-20T18:49Z 12.9K followers, [----] engagements


"you gotta buy one of the "expensive" banks for the next [--] months . which is it $ccb - 373% of tbv $tfin - 343% of tbv $thvb - 336% of tbv $gbfh - 335% of tbv $cash - 313% of tbv $esq - 308% of tbv $bfc - 301% of tbv"  
[X Link](https://x.com/Aureliusltd28/status/2014359033776333206)  2026-01-22T15:26Z 12.9K followers, [----] engagements


"Im dying. Bro knows Ill body his brain dead engagement bait 257k like slop on $sofi"  
[X Link](https://x.com/Aureliusltd28/status/2014520103279501666)  2026-01-23T02:06Z 12.9K followers, [----] engagements


"Big private equity charts look like death. $BX $ARES $KKR https://t.co/nNAWTvlX8e Big private equity charts look like death. $BX $ARES $KKR https://t.co/nNAWTvlX8e"  
[X Link](https://x.com/Aureliusltd28/status/2015806172360487230)  2026-01-26T15:16Z 12.9K followers, [----] engagements


"I've been hating on $dlo for a while . but maybe I've been wrong"  
[X Link](https://x.com/Aureliusltd28/status/2015848320497832014)  2026-01-26T18:04Z 12.9K followers, [----] engagements


"Almost every fintech ticker broken down here with fundamental acceleration and momentum. If youre in the space a must read. $meli $adyey $pypl $tost $four I break this down in detail here including the two screens I use to compare fintechs without pretending theyre the same business. How to separate false inflections from real ones. Read the full piece 👇 https://t.co/58HQ8D6z0g I break this down in detail here including the two screens I use to compare fintechs without pretending theyre the same business. How to separate false inflections from real ones. Read the full piece 👇"  
[X Link](https://x.com/Aureliusltd28/status/2016589313002057779)  2026-01-28T19:08Z 12.9K followers, [----] engagements


"$crcl is so cooked and $coin knows it INTEL: Tether backed a U.S. market structure bill that would ban yield-bearing stablecoins aligning with traditional banks INTEL: Tether backed a U.S. market structure bill that would ban yield-bearing stablecoins aligning with traditional banks"  
[X Link](https://x.com/Aureliusltd28/status/2016949693402550548)  2026-01-29T19:00Z 12.9K followers, [----] engagements


"If you dont believe $RKT is a rates play after today then I cant help you"  
[X Link](https://x.com/Aureliusltd28/status/2017304518803792044)  2026-01-30T18:30Z 12.9K followers, [----] engagements


"The fundamentals notwithstanding. ADV on this one is like [----] shares or $100k. Bid/ask is wide & micro caps are notoriously easy to manipulate. Were all someones exit liquidity but be careful. Good luck to all the longs. I published a new writeup on Lake Ridge Bancorp $LRBI. Earnings have almost doubled in a year. Trading under book value still. I analyzed the last call report and found zero red flags. Management thinks yield curve trend is in their favor. Share price is $122. My price target is https://t.co/nAy9FRZTXl I published a new writeup on Lake Ridge Bancorp $LRBI. Earnings have"  
[X Link](https://x.com/Aureliusltd28/status/2017973303869079699)  2026-02-01T14:48Z 12.9K followers, 10.8K engagements


"The thing about $pypl is you should never buy it just a friendly reminder sorry $PYPL bulls https://t.co/khWEpqWboy just a friendly reminder sorry $PYPL bulls https://t.co/khWEpqWboy"  
[X Link](https://x.com/Aureliusltd28/status/2018681511898239250)  2026-02-03T13:42Z 12.9K followers, [----] engagements


"@dirtcheapbanks $c"  
[X Link](https://x.com/Aureliusltd28/status/2018867989513490485)  2026-02-04T02:03Z 12.9K followers, [---] engagements


"has to be bullish $net"  
[X Link](https://x.com/Aureliusltd28/status/2019213658887442688)  2026-02-05T00:57Z 12.9K followers, [----] engagements


"@thebankzhar From about [--] weeks ago"  
[X Link](https://x.com/Aureliusltd28/status/2019569861203206402)  2026-02-06T00:32Z 12.9K followers, [----] engagements


"Hold someone you love close tonight the VIX has breached its Bollinger Bands"  
[X Link](https://x.com/Aureliusltd28/status/2019576237060944264)  2026-02-06T00:57Z 12.9K followers, 14.6K engagements


"Good follow. I dont like $dave and have been vocal about it but that doesnt mean we all cant be friends. Q1 will be soft for the 40% rev growth crew fyi Also taking a victory lap on $DAVE: They announced $227M EBITDA for preliminary FY25 results. I pulled up one of my published notes from June [--] [----] (I wasn't on X at the time) when Dave's guidance for full year EBITDA was $160M EBITDA. My number was $230M (you can back into https://t.co/Jdj7BM1MV1 Also taking a victory lap on $DAVE: They announced $227M EBITDA for preliminary FY25 results. I pulled up one of my published notes from June 6"  
[X Link](https://x.com/Aureliusltd28/status/2019767306285428986)  2026-02-06T13:37Z 12.9K followers, [----] engagements


"Claude is so innovative it can help regular people like me vibe code a SaaS app that is effectively useless and worth zero. Nice"  
[X Link](https://x.com/Aureliusltd28/status/2019768689487143286)  2026-02-06T13:42Z 12.9K followers, [----] engagements


"hey i was looking at $open is that guy still creeping outside Drake's house"  
[X Link](https://x.com/Aureliusltd28/status/2020189994292260988)  2026-02-07T17:36Z 12.9K followers, [----] engagements


"A bank. But for hobbits. Doesnt seem like a good business model but Im rooting for the little guys. Erebor Bank which will cater to startups and high-net worth individuals on Friday became the first to receive a national bank charter under the second Trump administration https://t.co/lMUiHMDkYQ Erebor Bank which will cater to startups and high-net worth individuals on Friday became the first to receive a national bank charter under the second Trump administration https://t.co/lMUiHMDkYQ"  
[X Link](https://x.com/Aureliusltd28/status/2020528605306966320)  2026-02-08T16:02Z 12.9K followers, [----] engagements


"I love how people will cure cancer in mice and put these stories out . 🚨BREAKING: [--] cancer cure claims suddenly went viral after the U.S. left the WHO. Feb 1-4 2026: Pancreatic Cancer Feb 3-5 2026: Colon Cancer Feb 3-7 2026: Colorectal / Lung Metastases Feb 6-7 2026: HPV (Related Cancers) Feb 7-8 2026: Blood Cancer / Leukemia Feb https://t.co/VtFFUSQ0Ba 🚨BREAKING: [--] cancer cure claims suddenly went viral after the U.S. left the WHO. Feb 1-4 2026: Pancreatic Cancer Feb 3-5 2026: Colon Cancer Feb 3-7 2026: Colorectal / Lung Metastases Feb 6-7 2026: HPV (Related Cancers) Feb 7-8 2026: Blood"  
[X Link](https://x.com/Aureliusltd28/status/2020538862796210354)  2026-02-08T16:42Z 12.9K followers, [----] engagements


"If youve invested in $COIN it didnt work. If you're talking about it it worked. Crypto is for everybody. If you're talking about it it worked. Crypto is for everybody"  
[X Link](https://x.com/Aureliusltd28/status/2020903551665320029)  2026-02-09T16:52Z 12.9K followers, [----] engagements


"Ill give my new friend some engagement. This is wrong. Regional players dont care about $500mm asset banks. The future of microcap community banks is to be gobbled up by a larger regional player. They are dinosaurs. Get acquired or go extinct. The future of microcap community banks is to be gobbled up by a larger regional player. They are dinosaurs. Get acquired or go extinct"  
[X Link](https://x.com/Aureliusltd28/status/2020935003534946791)  2026-02-09T18:57Z 12.9K followers, 10.1K engagements


"Its rare that Im speechless We bought a bank. https://t.co/08GMjr36mt We bought a bank. https://t.co/08GMjr36mt"  
[X Link](https://x.com/Aureliusltd28/status/2020989232815170025)  2026-02-09T22:32Z 12.9K followers, 11.5K engagements


"@shortbus_ace @BRK_Student @blondesnmoney Youre in"  
[X Link](https://x.com/Aureliusltd28/status/2021323360135770119)  2026-02-10T20:40Z 12.9K followers, [---] engagements


"@blondesnmoney @yenoms Claudes busy coding shale oil extraction"  
[X Link](https://x.com/Aureliusltd28/status/2021346200704991607)  2026-02-10T22:11Z 12.9K followers, [---] engagements


"wrote this on $CPAY for @victaurs worth the read"  
[X Link](https://x.com/Aureliusltd28/status/2021579361510453708)  2026-02-11T13:37Z 12.9K followers, [----] engagements


"How come none of you said it would get crushed today 😂 any $alab people wanna tell me why it's awesome or terrible any $alab people wanna tell me why it's awesome or terrible"  
[X Link](https://x.com/Aureliusltd28/status/2021666976482177217)  2026-02-11T19:25Z 12.9K followers, [----] engagements


"Maybe its not AI and maybe the market was just really expensive Occams Razor people. Use your brains"  
[X Link](https://x.com/Aureliusltd28/status/2021992948834218359)  2026-02-12T17:01Z 12.9K followers, [----] engagements


"Theyll come for the banks next @WarrenPies This price action in financials is making me uneasy. Especially after a good NFP report. https://t.co/weOXkdhIZ6 @WarrenPies This price action in financials is making me uneasy. Especially after a good NFP report. https://t.co/weOXkdhIZ6"  
[X Link](https://x.com/Aureliusltd28/status/2022010748810276996)  2026-02-12T18:11Z 12.9K followers, [----] engagements


"Agentic bots trading Fartcoin is actually the way the entire crypto space blows up for good. The next unlock for AI agents just launched. @CoinbaseDev released agentic wallets the first wallet infrastructure designed for AI agents. Now agents can spend earn and trade autonomously and securely. The next unlock for AI agents just launched. @CoinbaseDev released agentic wallets the first wallet infrastructure designed for AI agents. Now agents can spend earn and trade autonomously and securely"  
[X Link](https://x.com/Aureliusltd28/status/2022015668913418503)  2026-02-12T18:31Z 12.9K followers, [----] engagements


"@commbankerguy You could also just crank the lending machine into credit card loans to bring the efficiency ratio down"  
[X Link](https://x.com/Aureliusltd28/status/2022041034675683722)  2026-02-12T20:12Z 12.9K followers, [---] engagements


"What in the literal fck is this Are the $coin equity holders [--] year old kids screaming and staring at an iPad at Applebees An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"  
[X Link](https://x.com/Aureliusltd28/status/2022366709248647483)  2026-02-13T17:46Z 12.9K followers, [----] engagements


"to whomever is panic buying $flg please keep it up"  
[X Link](https://x.com/Aureliusltd28/status/2009350404409352602)  2026-01-08T19:44Z 12.9K followers, [----] engagements


"hazmat suit time . $PYPL $FIS $PGY $CPNG $ARM $NOW $TOST $MARA $FOUR $ROOT $COIN $UPST $SBET $SEZL $FISV $CRCL $MSTR"  
[X Link](https://x.com/Aureliusltd28/status/2016602287095902299)  2026-01-28T20:00Z 12.9K followers, [----] engagements


"@CorpusCol @chasesfish @shortbus_ace Not a. C I can get behind. It would be sad to say a bank that large couldnt manage the credit risk in NDFI but fair"  
[X Link](https://x.com/Aureliusltd28/status/2016618744424915090)  2026-01-28T21:05Z 12.9K followers, [---] engagements


"It's kind of wild to me how much gold Tether owns. Like the stablecoiners here in the US were sooooo busy telling everyone about how it was going to transform finance and they missed that the dollar was going down 10% a month"  
[X Link](https://x.com/Aureliusltd28/status/2018353519242486183)  2026-02-02T15:59Z 12.9K followers, [----] engagements


"$crcl looks like it has some support at $0"  
[X Link](https://x.com/Aureliusltd28/status/2018816660568990156)  2026-02-03T22:39Z 12.9K followers, [----] engagements


"One of these is not like the others . Interesting stuff in payments and related. https://t.co/kGjinkLZ7l Interesting stuff in payments and related. https://t.co/kGjinkLZ7l"  
[X Link](https://x.com/Aureliusltd28/status/2019550232959181302)  2026-02-05T23:14Z 12.9K followers, 16.6K engagements


"$flg outperforming $gbfh and $sofi tho frfr $sofi back to being a teenager https://t.co/mrfxanJxR2 $sofi back to being a teenager https://t.co/mrfxanJxR2"  
[X Link](https://x.com/Aureliusltd28/status/2019550412551123056)  2026-02-05T23:15Z 12.9K followers, [----] engagements


"Wait so everyone bought $MOH What are you all doing 😂"  
[X Link](https://x.com/Aureliusltd28/status/2019801616715530266)  2026-02-06T15:53Z 12.9K followers, [----] engagements


"There are still hundreds of OG Peter Lynch beating the street fans that have made countless dollars doing this. Deposit accounts at thrifts across the country for the call option of getting shares. Mutual conversions are one of the last real inefficiencies left in small-cap banks. Forced sellers. Excess capital. Management teams that suddenly have stock to optimize. Wall Street barely pays attention because the deals are tiny and messy. That early post-conversion Mutual conversions are one of the last real inefficiencies left in small-cap banks. Forced sellers. Excess capital. Management"  
[X Link](https://x.com/Aureliusltd28/status/2020248166122295330)  2026-02-07T21:27Z 12.9K followers, 13.2K engagements


"any $alab people wanna tell me why it's awesome or terrible"  
[X Link](https://x.com/Aureliusltd28/status/2021218857394843736)  2026-02-10T13:45Z 12.9K followers, [----] engagements


"Cant wait for Claude to show me how to vibe code offshore oil extraction . $rig"  
[X Link](https://x.com/Aureliusltd28/status/2021323853188735451)  2026-02-10T20:42Z 12.9K followers, [----] engagements


"$shop and $tost prob make sense soon"  
[X Link](https://x.com/Aureliusltd28/status/2021669652233896292)  2026-02-11T19:36Z 12.9K followers, [----] engagements


"Narrator: he had $rig right do i have $rig right . an asset no one is building anymore offshore gaining steam as cheap shale rolls a quasi cleaned up balance sheet that can live at lower oil prices but has a lot of torque to higher prices. like lots. the backlog helps a lot and risks are obvious. do i do i have $rig right . an asset no one is building anymore offshore gaining steam as cheap shale rolls a quasi cleaned up balance sheet that can live at lower oil prices but has a lot of torque to higher prices. like lots. the backlog helps a lot and risks are obvious. do i"  
[X Link](https://x.com/Aureliusltd28/status/2021678526286770399)  2026-02-11T20:11Z 12.9K followers, [----] engagements


"so i've got this hot BNPL IPO out of Sweden . AI no none of that just lending money interest free to people to buy burritos and stuff. it's called $klar"  
[X Link](https://x.com/Aureliusltd28/status/2022063622000910650)  2026-02-12T21:41Z 12.9K followers, [----] engagements


"What you sound like when you say Claude just disrupted another industry "  
[X Link](https://x.com/Aureliusltd28/status/2022350024013971515)  2026-02-13T16:39Z 12.9K followers, [----] engagements


"The last bull died. All in. 😂😂😂 Everyone is giving @jbulltard1 crap for selling $AMZN but this thing is going lower. And I say that as someone who owns it hoping it stops bleeding every single day. Cant fight the tape here. https://t.co/NfCdwl7Zsy Everyone is giving @jbulltard1 crap for selling $AMZN but this thing is going lower. And I say that as someone who owns it hoping it stops bleeding every single day. Cant fight the tape here. https://t.co/NfCdwl7Zsy"  
[X Link](https://x.com/Aureliusltd28/status/2022375454909341883)  2026-02-13T18:20Z 12.9K followers, 10.3K engagements


"@shortbus_ace @CapitalShipyard using what instead"  
[X Link](https://x.com/Aureliusltd28/status/2022700438051525074)  2026-02-14T15:52Z 12.9K followers, [---] engagements


"@SFarringtonBKC @LogicalThesis Insurance and alts"  
[X Link](https://x.com/Aureliusltd28/status/2023031527525998896)  2026-02-15T13:47Z 12.9K followers, [---] engagements


"Im blown away that people think a DCF done by a LLM and a random person could ever be useful. Im honestly blown away that Claude integrated into Excel can build a full DCF model in [--] minutes just by answering [--] questions. A lot of tasks are becoming pure commodities if you dont keep up youre done. https://t.co/1okH8jSqhF Im honestly blown away that Claude integrated into Excel can build a full DCF model in [--] minutes just by answering [--] questions. A lot of tasks are becoming pure commodities if you dont keep up youre done. https://t.co/1okH8jSqhF"  
[X Link](https://x.com/Aureliusltd28/status/2020524223979040976)  2026-02-08T15:44Z 12.9K followers, 236.6K engagements


"good morning fam"  
[X Link](https://x.com/Aureliusltd28/status/2021563472664756607)  2026-02-11T12:34Z 12.9K followers, [----] engagements


"@BlacklionCTA Penny for your dont like when RTY leads feelings"  
[X Link](https://x.com/Aureliusltd28/status/2023031422035132665)  2026-02-15T13:47Z 12.9K followers, [---] engagements


"Bank CEOs should be forced to have a framed version of this image on their desks"  
[X Link](https://x.com/anyuser/status/1869416785684127783)  2024-12-18T16:17Z 12.9K followers, 1.2M engagements


"Is there a more diabolical villain in capitalism than Evan Spiegel Monetized teen attention via disappearing photos to the tune of a $2b net worth with zero fcks given ever for shareholders. Perpetual loss machine. Stunning. $SNAP Snapped 📉📉 https://t.co/4GwiuzYbZr $SNAP Snapped 📉📉 https://t.co/4GwiuzYbZr"  
[X Link](https://x.com/anyuser/status/1952855725681541194)  2025-08-05T22:14Z 12.9K followers, 214.1K engagements


"@R5ive8 @WisemanCap @eliant_capital Amzn meta"  
[X Link](https://x.com/Aureliusltd28/status/2022673539762131126)  2026-02-14T14:05Z 12.9K followers, [---] engagements


"hang it in the louvre (rates edition)"  
[X Link](https://x.com/Aureliusltd28/status/1898708115941380380)  2025-03-09T12:11Z 12.9K followers, 412.4K engagements


"do i have $rig right . an asset no one is building anymore offshore gaining steam as cheap shale rolls a quasi cleaned up balance sheet that can live at lower oil prices but has a lot of torque to higher prices. like lots. the backlog helps a lot and risks are obvious. do i more or less have this right"  
[X Link](https://x.com/Aureliusltd28/status/1981162228121235810)  2025-10-23T00:54Z 12.9K followers, 70.9K engagements


"I want to short $EWY but I think it could hit $180"  
[X Link](https://x.com/Aureliusltd28/status/2021999181687361713)  2026-02-12T17:25Z 12.9K followers, [----] engagements


"@shortbus_ace @CapitalShipyard FDIC pretty good"  
[X Link](https://x.com/Aureliusltd28/status/2022729326614167772)  2026-02-14T17:47Z 12.9K followers, [---] engagements


"Too good to be true bank people"  
[X Link](https://x.com/Aureliusltd28/status/2023023905750003831)  2026-02-15T13:17Z 12.9K followers, [----] engagements


"Some banks are flying . @victaurs"  
[X Link](https://x.com/Aureliusltd28/status/2023411775186653532)  2026-02-16T14:58Z 12.9K followers, [----] engagements


"$axon is the most expensive real company I want to buy"  
[X Link](https://x.com/Aureliusltd28/status/2021709819468730678)  2026-02-11T22:15Z 12.9K followers, [----] engagements


"Most of AI built financial models and DCFs are pure slop and the people hyping them are too naive to realize it "  
[X Link](https://x.com/Aureliusltd28/status/2021947172204253234)  2026-02-12T13:59Z 12.9K followers, 37.3K engagements


"gs on consumer credit not getting better"  
[X Link](https://x.com/Aureliusltd28/status/2023035486282113341)  2026-02-15T14:03Z 12.9K followers, [----] engagements


"Dis be bullish or bearish Breaking Palantir was allegedly hacked. An AI agent was used to gain super-user access and heres what the hackers allegedly found: Peter Thiel and Alex Karp commit mass surveillance of world leaders and titans of industry on a massive scale. They have thousands of hours of Breaking Palantir was allegedly hacked. An AI agent was used to gain super-user access and heres what the hackers allegedly found: Peter Thiel and Alex Karp commit mass surveillance of world leaders and titans of industry on a massive scale. They have thousands of hours of"  
[X Link](https://x.com/Aureliusltd28/status/2023178483124580471)  2026-02-15T23:31Z 12.9K followers, [----] engagements


"rank my portfolio "  
[X Link](https://x.com/Aureliusltd28/status/2023413163774120045)  2026-02-16T15:04Z 12.9K followers, [----] engagements


"I for one am completely shocked that Claude's BIG IDEA is to spend more money on $META and $GOOG ads. how Anthropic's marketing team uses claude code https://t.co/rsOYkAspnS how Anthropic's marketing team uses claude code https://t.co/rsOYkAspnS"  
[X Link](https://x.com/Aureliusltd28/status/2023437395698610383)  2026-02-16T16:40Z 12.9K followers, [----] engagements


"@colarion @thebankzhar To whomever created this GIF. I am eternally grateful"  
[X Link](https://x.com/Aureliusltd28/status/1677024883090288640)  2023-07-06T18:41Z 12.9K followers, [----] engagements


"$C trains appear to be on schedule . still crazy to me they lost 90% plus of their market cap at one point"  
[X Link](https://x.com/Aureliusltd28/status/1765364782104711324)  2024-03-06T13:12Z 12.9K followers, [----] engagements


"This is the largest bank in the world. http://1398.HK Would you long this bank chart https://t.co/uN2M6vpR0p http://1398.HK Would you long this bank chart https://t.co/uN2M6vpR0p"  
[X Link](https://x.com/Aureliusltd28/status/1768795354307195162)  2024-03-16T00:24Z 12.9K followers, [----] engagements


"Dimon has a quote about banking. Dont do anything stupid and dont waste money. Let everyone else waste money and do stupid things and then well buy them And the guy just continually does it. $NYCB having to sell some of Flagstars crown jewels to $JPM to patch up stupid moves"  
[X Link](https://x.com/anyuser/status/1790709645796913282)  2024-05-15T11:43Z 12.9K followers, 48.1K engagements


"@PicturesFoIder Let the man make his hot dog straw in peace"  
[X Link](https://x.com/anyuser/status/1797702615285006528)  2024-06-03T18:51Z 12.9K followers, 52.5K engagements


"They cut the slices of pizza like this at $COST and banks like $SIVB will literally eyeball whether or not to hedge billions of interest rate risk"  
[X Link](https://x.com/anyuser/status/1809746926700519686)  2024-07-07T00:31Z 12.9K followers, 53.8K engagements


"European banks trade at astoundingly low P/E multiples but then again you watch the Paris Olympics opening ceremony and you kind of realize why"  
[X Link](https://x.com/anyuser/status/1817101009652519118)  2024-07-27T07:33Z 12.9K followers, 32.3K engagements


"Assuming another 10% down the $SPY will still be up 10% in the last year and 20% over the past [--] years and people will be screaming for the Fed to cut. This is what a QE addicted market looks like"  
[X Link](https://x.com/anyuser/status/1820267157655040323)  2024-08-05T01:14Z 12.9K followers, 78.5K engagements


"@RyanAFournier Reno [---] is peak humor"  
[X Link](https://x.com/anyuser/status/1824847555102195879)  2024-08-17T16:35Z 12.9K followers, 32.8K engagements


"unreal behavior from a bank examiner"  
[X Link](https://x.com/anyuser/status/1858579333822001318)  2024-11-18T18:33Z 12.9K followers, 28K engagements


"@ChrisJBakke I hate that you knew tbis was a banger before you pushed send"  
[X Link](https://x.com/anyuser/status/1859247991854379027)  2024-11-20T14:50Z 12.9K followers, 146.3K engagements


"This is when you buy refi stocks"  
[X Link](https://x.com/anyuser/status/1861835838033690715)  2024-11-27T18:13Z 12.9K followers, 39.3K engagements


"Current Bank Capital Allocation Decision Making Algorithm: 1) 15% to 20% ROTCE = business as usual congrats 2) 5% to 10% ROTCE + old management team/ shareholder base/PE fund needing liquidity + weak capital = sell bank 3) 10% ROTCE + young management team + upside down balance sheet + weak capital = raise common equity 4) 10% ROTCE + young management team + upside down balance sheet + weak capital + below peer EPS growth = raise common equity & balance sheet swap 5) 10% to 15% ROTCE + strong capital + above peer valuation = sit back and field calls from group #2"  
[X Link](https://x.com/Aureliusltd28/status/1866181888169431363)  2024-12-09T18:03Z 12.9K followers, [----] engagements


"Bank nerd thread raising equity to take bond losses (1/10)"  
[X Link](https://x.com/anyuser/status/1872294259132707161)  2024-12-26T14:51Z 12.9K followers, 48.9K engagements


"Im really on the fence on YOLOing some money into this Ackman $FNMA $FMCC thing. Against: math logic finance cap stack fundamentals. For: Ackman financial derangement golden age of grift. Anyone mega long"  
[X Link](https://x.com/anyuser/status/1875193373520429189)  2025-01-03T14:51Z 12.9K followers, 44.9K engagements


"Dear bank investooors"  
[X Link](https://x.com/anyuser/status/1878095650853662977)  2025-01-11T15:04Z 12.9K followers, 56.3K engagements


"$APO has turned itself into a bank"  
[X Link](https://x.com/anyuser/status/1901640643270562207)  2025-03-17T14:23Z 12.9K followers, 61.4K engagements


"banks are setting up for a major rerating. sentiment is dead stocks are trading like no one expects them to ever grow earnings again and yet . somehow earnings are about to start going up again. valuations are stupid low deposit betas are slipping lower and M&A is right there waiting to pop off if the tarriff on tarriff off game ever stops. Feels like an obvious trade. which is why its hilarious that no one wants to touch them. And heres the thing banks arent even mispriced right now. Theyre fair. bu what theyre not doing is pricing in earnings growth. and if theres no recession Thats the"  
[X Link](https://x.com/anyuser/status/1902781900667633845)  2025-03-20T17:58Z 12.9K followers, 21.3K engagements


"Manifesting a push above 10k . 💪🏼💪🏼💪🏼"  
[X Link](https://x.com/anyuser/status/1902815647974772960)  2025-03-20T20:12Z 12.9K followers, 42.5K engagements


"Brazils a mess. Thats the setup. I break down $STNE and $PAGS two hated fintechs trading at 57x earnings with way more going right than the market thinks. Before hoops tip off read this. https://t.co/9dgEoTX9Gi https://t.co/9dgEoTX9Gi"  
[X Link](https://x.com/anyuser/status/1903440545940173174)  2025-03-22T13:36Z 12.9K followers, 40.6K engagements


"Why is it so hard for @X @elonmusk to purge the I know this trader. He is so smart. He helped me make $5000 and saved my drowning dog yesterday"  
[X Link](https://x.com/anyuser/status/1903896920361443704)  2025-03-23T19:49Z 12.9K followers, 21K engagements


"Imagine being $MS and writing a [--] page research report on tariffs where the executive summary is"  
[X Link](https://x.com/anyuser/status/1903976668152074593)  2025-03-24T01:06Z 12.9K followers, 82.6K engagements


"$baba founder going full Chapelle show fck yo couch on the data center capex was not on my bingo card"  
[X Link](https://x.com/anyuser/status/1904358385891283045)  2025-03-25T02:23Z 12.9K followers, 39.5K engagements


"core weave downsizing their IPO masa leading the OpenAi round microsoft cutting AI capex baba chair calling for bubbles and you're bullish anon"  
[X Link](https://x.com/anyuser/status/1905261197546393652)  2025-03-27T14:10Z 12.9K followers, 19.7K engagements


"Tariffs are dumb. Were not going back to making toasters in Toledo. But if they crush yields and we refi $30T of debt just 100bps cheaper thats $300B+ a year in savings. Corporates have largely extended their debt maturity profile and maybe its time for Bessent to do the same. Stocks They can be juiced anytime with a surprise cut or QE. So maybe its not totally dumb. How am I wrong"  
[X Link](https://x.com/anyuser/status/1907769074139967745)  2025-04-03T12:16Z 12.9K followers, 605.4K engagements


"some of y'all need to face some real adversity in your lives if this is how you react to a 5% drawdown in equities"  
[X Link](https://x.com/anyuser/status/1907829368732193203)  2025-04-03T16:15Z 12.9K followers, 33.9K engagements


"This isnt rocket science. Expensive market. Tariff induced 5-10% hit to earnings growth. Market down 15% to 20%. Mega cyclicals & higher beta down more. Still think its orderly. Tell me how Im wrong"  
[X Link](https://x.com/anyuser/status/1908556392761352208)  2025-04-05T16:24Z 12.9K followers, 20.4K engagements


"Whats funny is that Main Street America likely has no clue that fintwit is coming unglued over this pull back and that makes my heart smile"  
[X Link](https://x.com/anyuser/status/1909044983576871265)  2025-04-07T00:46Z 12.9K followers, 14.5K engagements


"Druck had a quote about risk management from his earlier days. Why do they send [--] year olds to war And I think about that a lot lately"  
[X Link](https://x.com/anyuser/status/1909690554524324199)  2025-04-08T19:31Z 12.9K followers, 17.2K engagements


"This was brilliantly executed by @realDonaldTrump. Textbook Art of the Deal. This was brilliantly executed by @realDonaldTrump. Textbook Art of the Deal"  
[X Link](https://x.com/anyuser/status/1910037394122051727)  2025-04-09T18:29Z 12.9K followers, 82.3K engagements


"The takeaway is dont buy banks when they go down 20% buy them when they go down 40%. Thanks for coming to my TED talk"  
[X Link](https://x.com/anyuser/status/1911870639427776751)  2025-04-14T19:54Z 12.9K followers, 22K engagements


"Oh please do tell me more about what you think the Fed is going to do with short rates"  
[X Link](https://x.com/anyuser/status/1916478618076676508)  2025-04-27T13:04Z 12.9K followers, 38.6K engagements


"This is pretty wild from Tony Paquiarello at GS. Historically unreal US household consumer strength is a feature not a bug"  
[X Link](https://x.com/anyuser/status/1916617054284587332)  2025-04-27T22:14Z 12.9K followers, 18.4K engagements


"This . Is most assuredly NOT nothing. $CRWD bulls why did he do this"  
[X Link](https://x.com/anyuser/status/1921900844649242861)  2025-05-12T12:10Z 12.9K followers, 37.4K engagements


"friends don't let friends buy small caps"  
[X Link](https://x.com/anyuser/status/1924111482608062617)  2025-05-18T14:35Z 12.9K followers, 64.9K engagements


"I just assume people on here are all up 20% ytd but I suspect most of the loudest profiles on here are a) not up that much or b) running several mini accounts of speculative nonsense to time stamp ytd post porn. real wealth and real returns are generated two ways. market neutral information arbitrage that happens on a short time horizon by quant types. or slower moving big position/high conviction types like a buffett (or a druck on a shorter time horizon). all to say this app is great but you have to be careful not to fry your brain. go touch grass. get some persepective"  
[X Link](https://x.com/anyuser/status/1925925411407503515)  2025-05-23T14:42Z 12.9K followers, 36.1K engagements


"Yooooo @Citrini7 congrats on getting the Bberg AI summary top bullet point. Has been fun to watch your account and new firm grow. 💪🏼💪🏼🔥🔥 ps - steepener are good for da banks 🏦"  
[X Link](https://x.com/anyuser/status/1946980130657616126)  2025-07-20T17:06Z 12.9K followers, 21.4K engagements


"Can't believe all you were gaslit into thinking you were talking to AGI when in reality you were talking to the hive mind of millions of people in their parents basement. Stunning. Truly stunning. NEW - Garbage in garbage out Reddit and Wikipedia are the "top sources" for current AI models in [----]. https://t.co/ADw1SOthOs NEW - Garbage in garbage out Reddit and Wikipedia are the "top sources" for current AI models in [----]. https://t.co/ADw1SOthOs"  
[X Link](https://x.com/anyuser/status/1954164572232819197)  2025-08-09T12:55Z 12.9K followers, 67.1K engagements


"paying 30x forwards for investment banks rarely works. these stocks are basically your "animal spirits" gages within financials. $evr $pjt $hli $mc"  
[X Link](https://x.com/anyuser/status/1954928041001406793)  2025-08-11T15:29Z 12.9K followers, 43.5K engagements


"Is everyone still up 30%YTD and managing $10mm"  
[X Link](https://x.com/anyuser/status/1958006624011886812)  2025-08-20T03:22Z 12.9K followers, 97.1K engagements


"gen z is a nightmare for banks. use you for your rewards then move on. give you very little back in the way of loans. hold many accounts at once. and will drop you on a dime once the rewards are gained. i believe psychologists would call this "an abusive relationship""  
[X Link](https://x.com/anyuser/status/1958564502762336393)  2025-08-21T16:19Z 12.9K followers, 29.4K engagements


"We gotta pump these numbers up. These multiples are rookie numbers"  
[X Link](https://x.com/anyuser/status/1964427870312206761)  2025-09-06T20:37Z 12.9K followers, 206.5K engagements


"And yet 99% of fintwit does"  
[X Link](https://x.com/anyuser/status/1966984061425168389)  2025-09-13T21:55Z 12.9K followers, 63.5K engagements


"it's all fun and games in banking until your boss comes into your office and tells you today your job is to go repo cars "  
[X Link](https://x.com/anyuser/status/1968702844711600574)  2025-09-18T15:45Z 12.9K followers, 24.6K engagements


"Whats funny is people are self-immolating over $5b to Firstbrands while funneling hundreds of billions in OpenAI with even less diligence"  
[X Link](https://x.com/anyuser/status/1976331119604715775)  2025-10-09T16:57Z 12.9K followers, 76K engagements


"The fins doomer arc. You know who you are"  
[X Link](https://x.com/anyuser/status/1978427132918297056)  2025-10-15T11:46Z 12.9K followers, 10.2K engagements


"It really has been this simple"  
[X Link](https://x.com/anyuser/status/1982440704732172630)  2025-10-26T13:34Z 12.9K followers, 103.3K engagements


"Gm $FI bulls"  
[X Link](https://x.com/anyuser/status/1983513761815388545)  2025-10-29T12:38Z 12.9K followers, 36.1K engagements


"Big Food and all the government lobbies and politicians that made money convincing people that hyper processed garbage should be ashamed. Kudos to @WhiteHouse and @realDonaldTrump for making this official. 🙏🏼 BREAKING: The Trump Administration announces the 2025-2030 Dietary Guidelines for Americans putting REAL FOOD back at the center of health. https://t.co/tkGF01onpm https://t.co/1zTLSKdE7R BREAKING: The Trump Administration announces the 2025-2030 Dietary Guidelines for Americans putting REAL FOOD back at the center of health. https://t.co/tkGF01onpm https://t.co/1zTLSKdE7R"  
[X Link](https://x.com/Aureliusltd28/status/2008958577340530719)  2026-01-07T17:47Z 12.9K followers, [----] engagements


"Saylor casually explains the game when asked about the bear case: "We borrow at 6% BTC goes up 30%actually 60%so were getting an 80% BTC spread." No mention of what happens when BTC or MSTR goes down because he knows"  
[X Link](https://x.com/anyuser/status/1860681917693128919)  2024-11-24T13:48Z 12.9K followers, 66.1K engagements


"Banger. Fed is reactive and mostly lost most of the times. Lets cut today anyways The Fed was calling inflation transitory from inflation +2.6% YoY till +8.6% YoY. One of the worst policy mistakes and the cause of all our inflation problems [--] years later. https://t.co/GiOMELIhyd The Fed was calling inflation transitory from inflation +2.6% YoY till +8.6% YoY. One of the worst policy mistakes and the cause of all our inflation problems [--] years later. https://t.co/GiOMELIhyd"  
[X Link](https://x.com/Aureliusltd28/status/1869417051812741183)  2024-12-18T16:18Z 12.9K followers, 13.4K engagements


"@TheReal50972902 Forecasters just pull up futures or WIRP anyways"  
[X Link](https://x.com/anyuser/status/1869450354108321855)  2024-12-18T18:31Z 12.9K followers, 25K engagements


"m&a is so back the FDIC is pumping deal tombstones Today we approved a Bank Merger Act (BMA) application by WesBanco Bank Inc. based in Wheeling West Virginia to acquire and merge with Premier Bank located in Youngstown Ohio. Read more https://t.co/f1odpQ5oG5 https://t.co/T1ERm23wie Today we approved a Bank Merger Act (BMA) application by WesBanco Bank Inc. based in Wheeling West Virginia to acquire and merge with Premier Bank located in Youngstown Ohio. Read more https://t.co/f1odpQ5oG5 https://t.co/T1ERm23wie"  
[X Link](https://x.com/anyuser/status/1882872676940939329)  2025-01-24T19:26Z 12.9K followers, 62.7K engagements


"If youre looking for a place to park capital certain banks have 15% to 20% EPS growth over the next [--] months trade at half the P/E and havent blown billions on capex for [--] year payoff data centers"  
[X Link](https://x.com/anyuser/status/1957164170484621331)  2025-08-17T19:34Z 12.9K followers, 28.4K engagements


"Why are so many billionaires rushing to fund Trumps ballroom"  
[X Link](https://x.com/anyuser/status/1982519914490728687)  2025-10-26T18:49Z 12.9K followers, 124.1K engagements


"Not enough humiliation for the sector $BIZD "Results coming in from quarterly earnings of business development companies a popular publicly traded structure for pooling direct loans point to a softening private credit market." @markets https://t.co/D6TUOIF3sc "Results coming in from quarterly earnings of business development companies a popular publicly traded structure for pooling direct loans point to a softening private credit market." @markets https://t.co/D6TUOIF3sc"  
[X Link](https://x.com/Aureliusltd28/status/1988003637713662227)  2025-11-10T21:59Z 12.9K followers, [----] engagements


"@blondesnmoney with the $bizd bottom call prettay pretttay good"  
[X Link](https://x.com/Aureliusltd28/status/1996963761798705492)  2025-12-05T15:23Z 12.9K followers, [----] engagements


"But the system is out to de-bank us . Of course thats your contention. You skimmed Breaking Banks once so naturally you think its a grand conspiracywhen really its your port cos client lists being full of Balkan criminals failing AML [---]. Next month youll be shouting about how Silicon Valley Bank was targeted but the truth is if youd read ALM by Farhvash maybe youd stop blaming the Fed for your bank buying 30-year MBS with 1-day deposits (which you pulled out). And by next year Youll be talking about you know how Basel III is a globalist scheme designed to choke innovation and crush the"  
[X Link](https://x.com/Aureliusltd28/status/1863214180775366959)  2024-12-01T13:30Z 12.9K followers, 395.4K engagements


"Hang it in the Louvre"  
[X Link](https://x.com/Aureliusltd28/status/1879524511957352781)  2025-01-15T13:42Z 12.9K followers, 222.2K engagements


"End of tariffs is close"  
[X Link](https://x.com/Aureliusltd28/status/1914376149452394572)  2025-04-21T17:50Z 12.9K followers, 35.6K engagements


"Buy now. Pay never. Klarnas losses widen as more consumers fail to repay loans https://t.co/SGbJ5Ic80H Klarnas losses widen as more consumers fail to repay loans https://t.co/SGbJ5Ic80H"  
[X Link](https://x.com/Aureliusltd28/status/1924573388624036236)  2025-05-19T21:10Z 12.9K followers, 24.9K engagements


"deep thoughts on "research" . sell-side research was never built to be early. It was built to be safe. It is not designed to move ahead of the market. Its designed to follow it. To justify decisions already made. To reinforce narratives already priced in. Every note you see has been filtered through layers of internal politics compliance reviews banking sensitivities and brand risk assessments. By the time it lands in your inbox the market has already moved. And even if it hasn't it is not going to move because of that note. Only what . like 5% of ratings are Sell Not because the world is"  
[X Link](https://x.com/Aureliusltd28/status/1938235813461913937)  2025-06-26T14:00Z 12.9K followers, 135.9K engagements


"the irony: $BABA spent years trying to appease value bros with disciplined buybacks. Crickets. Then they pitch cloudy AWS-like AI dreams with zero clarity and [----] payoffs and the stock moons. in the land of excess the fool is king"  
[X Link](https://x.com/Aureliusltd28/status/1962157679239139361)  2025-08-31T14:17Z 12.9K followers, 51.9K engagements


"I hope this frenzy burns out fast. Because the real danger isnt just the scams themselves . its the normalization of moral rot. good people watch the pumpers the shillers the grifters the parasites strutting around with I make money = Im right as their entire moral compass and they start to think thats acceptable. That lying is just clever marketing . thhat cheating is just hustle" . that stealing is just arbitrage. these people are scum. And the worst part Society applauds them. They get glamorized on podcasts celebrated on social media turned into role models for kids who dont know better."  
[X Link](https://x.com/Aureliusltd28/status/1970510467002180084)  2025-09-23T15:28Z 12.9K followers, 42.6K engagements


"Tough decisions for FinTwit"  
[X Link](https://x.com/Aureliusltd28/status/1977186119709069504)  2025-10-12T01:34Z 12.9K followers, 15.4K engagements


"If there was ever a time to bet on a recession it is definitionally now. Kinda crazy in retrospect how the certainty of a recession felt so definitive and then completely collapsed. [----] has been a crazy investing year. https://t.co/7CaX0a4eb3 Kinda crazy in retrospect how the certainty of a recession felt so definitive and then completely collapsed. [----] has been a crazy investing year. https://t.co/7CaX0a4eb3"  
[X Link](https://x.com/Aureliusltd28/status/1979924585827967294)  2025-10-19T14:56Z 12.9K followers, 22.6K engagements


"@CorpusCol @MadolynMaddenMD I saw a smallish convertible sub debt hit the wires in community bank land last year I think. Was something wonky tho where they were limited in ability to raise common"  
[X Link](https://x.com/Aureliusltd28/status/1769156383109243069)  2024-03-17T00:18Z 12.9K followers, [---] engagements


"$JPM . basically telling you all that buying banks at north of 200% of TBV is almost never a good idea"  
[X Link](https://x.com/Aureliusltd28/status/1833532272890548357)  2024-09-10T15:45Z 12.9K followers, 25.4K engagements


"$CVNA to the shorts "  
[X Link](https://x.com/Aureliusltd28/status/1851746217232900561)  2024-10-30T22:01Z 12.9K followers, [----] engagements


"bank investors are funny. what other world would you volunteer to invest in something 12x levered highly cyclical unloved by generatlists heavily regulated where 12% rotce is like top of the game. we all need to touch grass"  
[X Link](https://x.com/Aureliusltd28/status/1923468799564505239)  2025-05-16T20:01Z 12.9K followers, 29.5K engagements


"the whole $crcl thing is wild because there's not enough float to do anything but to watch it moon. value bros in shambles. talking heads asking if stablcoins are going to become a $69 trillion market. nocoiners shaking their heads. what a wonderful time to be alive"  
[X Link](https://x.com/Aureliusltd28/status/1935425933562835063)  2025-06-18T19:54Z 12.9K followers, 21.4K engagements


"All of the signs are here. Hubris by retail investors. SPACs popping up. IPOs for companies with average moats being priced as if they had infinite monopoly. Momo ripping daily. Credit spreads unbelievably tight. Bond vol hitting local lows. These are the times that Druckenmiller spoke of when he said I knew I shouldnt have done it but I couldnt help myself. I am not your guru. Perhaps step back and get some perspective on your long term goals and the drivers of your recent successes. Your future self will thank you if you exercise discipline into the face of increasing mania"  
[X Link](https://x.com/Aureliusltd28/status/1942920202187886935)  2025-07-09T12:14Z 12.9K followers, 42.9K engagements


"The problem with OpenAIs IPO will be that Altman is just so amazingly unlikable"  
[X Link](https://x.com/Aureliusltd28/status/1984642434865717752)  2025-11-01T15:23Z 12.9K followers, 22.2K engagements

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