[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @AustinH26415112 Austin Harrison Austin Harrison posts on X about $app, $googl, $goog, $fnma the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1441818236425703433/interactions)  - X Week XXXXXX +126% - X Month XXXXXXX +129% - X Months XXXXXXX +604% - X Year XXXXXXX +7,210% ### Mentions: XX [#](/creator/twitter::1441818236425703433/posts_active)  - X Week XX +33% - X Month XXX +46% - X Months XXX +221% - X Year XXX +1,087% ### Followers: XXXXX [#](/creator/twitter::1441818236425703433/followers)  - X Week XXXXX +48% - X Month XXXXX +52% - X Months XXXXX +536% - X Year XXXXX +295% ### CreatorRank: XXXXXXX [#](/creator/twitter::1441818236425703433/influencer_rank)  ### Social Influence [#](/creator/twitter::1441818236425703433/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [vc firms](/list/vc-firms) XXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$app](/topic/$app) #32, [$googl](/topic/$googl) #2932, [$goog](/topic/$goog) #42, [$fnma](/topic/$fnma) #2, [$fmcc](/topic/$fmcc) #2, [$elf](/topic/$elf) #18, [$ftai](/topic/$ftai) #10, [$erfsf](/topic/$erfsf) #1, [microsoft](/topic/microsoft) #1338, [all the](/topic/all-the) XXXX% **Top accounts mentioned or mentioned by** [@qualityinvest5](/creator/undefined) [@amitisinvesting](/creator/undefined) [@stockmktnewz](/creator/undefined) [@mplycap](/creator/undefined) [@teechongyen](/creator/undefined) [@hoomansv](/creator/undefined) [@george_dubs_](/creator/undefined) [@macaronicapital](/creator/undefined) [@robert26398047](/creator/undefined) [@cones098780627](/creator/undefined) [@cqxaccount](/creator/undefined) [@tonik321](/creator/undefined) [@mply_cap](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@simpleptrades](/creator/undefined) [@tesla](/creator/undefined) [@georgedubs](/creator/undefined) [@arnytrezzi](/creator/undefined) [@altcap](/creator/undefined) [@youtube](/creator/undefined) **Top assets mentioned** [Applovin Corporation (APP)](/topic/$app) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [aelf (ELF)](/topic/$elf) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Microsoft Corp. (MSFT)](/topic/microsoft) [BlackRock Inc (BLK)](/topic/blackrock) [Uber Technologies, Inc. (UBER)](/topic/$uber) [RAI Finance (SOFI)](/topic/$sofi) [Ecolab Inc. (ECL)](/topic/$ecl) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [NVIDIA Corp. (NVDA)](/topic/$nvda) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir (PLTR)](/topic/$pltr) [BITMINE IMMERSION TECH (BMNR)](/topic/bitmine) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts [#](/creator/twitter::1441818236425703433/posts) --- Top posts by engagements in the last XX hours "My guess is that Buffetts secret stock could be Ecolab $ECL. It fits his value-oriented style is about the right sized MC and his good buddy Mr Gates owns a large chunk of the company. Just a guess for fun" [X Link](https://x.com/AustinH26415112/status/1955433311163252811) [@AustinH26415112](/creator/x/AustinH26415112) 2025-08-13T00:56Z 1139 followers, XXX engagements "$FIX was +17% in September given the large amount of announcements around data center buildout. Most will fail to sharpen their pencil on this easy-to-overlook company that has always been excellent. Now here they are catching the big wave. 🌊🏄♂ This isnt some tiny company as they did $7.5B in revenue in the last XX months. They currently have a $29B MC making them bigger then MongoDB $MDB Zoom $ZM and Affirm $AFRM. No there arent any fireworks - But I believe in companies that get results. Matter of fact I think flying under the radar can actually give way to opportunity. They are now" [X Link](https://x.com/AustinH26415112/status/1973165927345868852) [@AustinH26415112](/creator/x/AustinH26415112) 2025-09-30T23:19Z 1126 followers, 5197 engagements "$APP On November XX 2024 Muddy Waters Research put out a short report on $ELF. Its been almost a year now - The stock was $XXX and is now $XXX. On June XX 2024 they put out a short report on $ERFSF. The stock was at $XX and now is at $XX. On Jan XX 2025 they put out a short report on $FTAI. The stock was $XXX and is now $XXX. On March XX 2025 they shorted $APP. The stock was $XXX and is now $XXX. Why should we listen to them" [X Link](https://x.com/AustinH26415112/status/1976036607892631838) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-08T21:26Z 1148 followers, 5635 engagements "@teechongyen Did you watch the most recent Beekshire meeting He is XX and no way is he pulling the trigger anymore. You should also note that not every company in their portfolio has a moat. For example Constellation Brands doesnt have one at all" [X Link](https://x.com/AustinH26415112/status/1978398333959122951) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-15T09:51Z 1123 followers, XX engagements "Im sure its nothing $FNMA $FMCC U.S. Federal Housing Requests Input on New Strategic Plan FHFA" [X Link](https://x.com/AustinH26415112/status/1978639914142183683) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-16T01:51Z 1139 followers, XXX engagements "@invest091 The last two steps $FNMA $FMCC" [X Link](https://x.com/AustinH26415112/status/1979933738936217907) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T15:32Z 1125 followers, XXX engagements "@cones098780627 I agree with him that Tom Lee is the right person to try to pull this off and I think Founders Fund having XXX mil shares/$280M invested certainly is interesting" [X Link](https://x.com/AustinH26415112/status/1979967629445247327) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T17:47Z 1134 followers, XX engagements "@CQXAccount @JEyal_RUSI @haugejostein Meanwhile China stating we will invade Taiwan to reunify China and doing drills practicing such" [X Link](https://x.com/AustinH26415112/status/1979978448946057256) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T18:30Z 1137 followers, XX engagements "@Kathleen_Tyson_ Nearly every time I see someone opposing Palantir who is a software company same as Microsoft their timeline is riddled with pro-Hamas propaganda. It must be really effective for you guys to want to smear them so badly. 😂" [X Link](https://x.com/AustinH26415112/status/1979984814343393739) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T18:55Z 1153 followers, XXX engagements "Meanwhile state regulators including staff from the attorneys general from Delaware Oregon and Connecticut have reached out to multiple short sellers seemingly as part of a preliminary investigation into AppLovin $APP" [X Link](https://x.com/AustinH26415112/status/1979994114172334187) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T19:32Z 1157 followers, XXX engagements "@HGWellsFargo @amir Then I guess all the hyperscalers simultaneously decided they all hate making money. Just kidding. They all are grateful to Nvidia and increase their purchases because the chips help them make more" [X Link](https://x.com/AustinH26415112/status/1980139341830893808) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T05:09Z 1126 followers, XX engagements "This doesnt sound like someone who wants a trade war. I think theyll get it sorted out" [X Link](https://x.com/AustinH26415112/status/1980181668674855268) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T07:57Z 1122 followers, XXX engagements "You would be incorrect. I understand her dumb point perfectly fine. Shes trying to jedi mind trick people that passive investing is somehow socialism despite buying equities being a very capitalistic thing to do because shes upset that Vanguard and Blackrock dont vote with her" [X Link](https://x.com/AustinH26415112/status/1980268002554827106) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T13:40Z 1137 followers, XX engagements "@tonik321 @CathieDWood Blackrock Vanguard and State Street dont always vote the way active investors want them to so Cathie calls them socialist- lol" [X Link](https://x.com/AustinH26415112/status/1980282910562562120) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T14:40Z 1133 followers, XXX engagements "@QualityInvest5 I think Adobe will end up being more of a Salesforce/Paypal value pit than an incorrectly disrespected Google or Uber" [X Link](https://x.com/AustinH26415112/status/1980325560095240318) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T17:29Z 1139 followers, XXX engagements "@nxt888 Worst tweet of the year. They just committed a genocide have zero freedom of speech they dont hold elections and just annexed Free Hong Kong" [X Link](https://x.com/AustinH26415112/status/1980359244554895783) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T19:43Z 1144 followers, XXX engagements "Guys are we sure $UBER is dead" [X Link](https://x.com/AustinH26415112/status/1978138028314128582) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-14T16:37Z 1155 followers, 5045 engagements "$GOOG $NVDA" [X Link](https://x.com/AustinH26415112/status/1980304096323325983) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T16:04Z 1157 followers, XXX engagements "@mply_cap $AMC" [X Link](https://x.com/AustinH26415112/status/1980428986858737844) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-21T00:20Z 1157 followers, XXX engagements "Almost all the negative sentiment I am seeing on $AMZN is related to the price action and nothing to do with the business. Reminds me of $GOOG & $SOFI right before they made their moves. People called them an opportunity cost and let the price action dictate their long-term outlook. I believe this approach is foolish - Short term voting machine long term weighing machine etc etc This is my second largest holding (11.5%) and I bought more today. This is not investment advice - do your own research. A few considerations: -Jeff is not checked out like some have assumed; XX months ago he stated" [X Link](https://x.com/AustinH26415112/status/1978383857834742138) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-15T08:54Z 1163 followers, 50.2K engagements "So when Jensen guides to datacenter buildout by 2030 with a real product that just did $165B ARR growing at XX% you call it a speculative and cyclical - But when Marc cant even grow double digits and is having to acquire product you believe his guide to 2030 One of these companies beats analysts expectations every single quarter by the way while the other complains on podcasts about Palantirs price sheet. Jensen is far superior to Marc & youre choosing to doubt Jensen but believe Marc" [X Link](https://x.com/AustinH26415112/status/1978961126248583220) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-16T23:07Z 1163 followers, 2609 engagements "@amitisinvesting Shoutout to Samantha" [X Link](https://x.com/AustinH26415112/status/1979338176344002922) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-18T00:06Z 1163 followers, 10.5K engagements "@samsolid57 Cool piece CNBC did XX months ago on the Arizona fab" [X Link](https://x.com/AustinH26415112/status/1979932993511707075) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T15:29Z 1162 followers, XXX engagements "@amitisinvesting People claiming bubble must not have listened to earnings calls or read the income statements. Anyone who has done both of those things wouldnt say such nonsense" [X Link](https://x.com/AustinH26415112/status/1980383999748112793) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T21:21Z 1163 followers, 2823 engagements "@muddywatersre @accrued_int @nypost $ELF you went short at $XXX now $XXX $ERFSF. You went short at $XX and now is at $XX. $FTAI You went short at $XXX and is now $XXX. $APP You went short at $XXX and over double that today. But maybe this time really is different (sarcasm)" [X Link](https://x.com/AustinH26415112/status/1980633242329022864) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-21T13:52Z 1163 followers, XX engagements "$FNMA $FMCC This is meant to be easy to digest look into Fannie and Freddie. These tickers currently trade OTC and represent a special circumstance opportunity which Ill explain below. Not financial advice. Lets begin. A) Why you should care To oversimplify Fannie and Freddie buy mortgages from originators bundle them and sell them as MBS guaranteeing the loans. Think of them as insurance for MBS paper. Having insurance on that paper lowers the risk level and increases the liquidity of the larger mortgage market. These two companies have a duopoly and are an integral part of the mortgage" [X Link](https://x.com/AustinH26415112/status/1980673296472723930) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-21T16:31Z 1163 followers, 12.2K engagements "@munster_gene You said Google was the next eBay. You can sit this one out Gene. 😂" [X Link](https://x.com/AustinH26415112/status/1980696172898709818) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-21T18:02Z 1162 followers, XXX engagements "$GOOG $GOOGL TPUs are very good" [X Link](https://x.com/AustinH26415112/status/1980706546884702722) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-21T18:43Z 1163 followers, XXX engagements "Could Google be the sleeper pick for the first company to hit $5T $GOOG $GOOGL" [X Link](https://x.com/AustinH26415112/status/1980769478310048217) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-21T22:53Z 1163 followers, XXX engagements "Interesting situation - Constant recycled short reports coupled with institutions buying and the stock following a long-term uptrend. Weve seen this before with $PLTR and $SOFI. Actions speak louder than words. $APP Those who are familiar with Druck and Baillie Gifford will be happy to see both increased their positions as of the most recent available filings" [X Link](https://x.com/AustinH26415112/status/1980786531699916952) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-22T00:01Z 1162 followers, XXX engagements "I have many friends who are getting involved with these projects & I wish them well. There seems to be only bullish takes so allow me to add my perspective. $BMNR -Treasury companies create zero intrinsic value. They dont produce anything and have no earnings. If they did create value like a real company youd see treasury companies for every asset that goes up and the to the right but you dont - why is that Well they are temporary in nature- They only work when the asset goes up and quickly implode when it does not. As we all know price action is bidirectional and yes even in a bull market" [X Link](https://x.com/AustinH26415112/status/1979952099694924099) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T16:45Z 1163 followers, XXX engagements "@amitisinvesting This is the big domino to fall. If/When they dont nag at all and take liability for accidents they can bundle it with Tesla Insurance and scale robotaxi" [X Link](https://x.com/AustinH26415112/status/1979989365570097597) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T19:13Z 1157 followers, XXX engagements "@amitisinvesting Didnt Andrew Ross Sorkin just tell us on Chamaths very own podcast- X days ago that journalists arent allowed to hold individual securities How can they sponsor a SPAC" [X Link](https://x.com/AustinH26415112/status/1980014344852340991) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-19T20:53Z 1163 followers, 7154 engagements "Sure - however they are getting that revenue growth through exercising their upselling & pricing power. You could say they are successfully boiling the frog but the other side of the coin is that they are creating resentment with many of their customers who now have viable alternatives. The products they are coming out with arent step-change improvements which is important if you ever want to see significantly more than XX% topline particularly given the competition circling" [X Link](https://x.com/AustinH26415112/status/1980335213629874620) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-20T18:08Z 1156 followers, XX engagements "OpenAI is going to build a browser from scratch with an untrusted mgmt team that people dont want to give their data which there is a long list of valid reasons why. Really interesting they chose to not do this with Microsoft -improving Edge/Bing- who has global distribution but instead went their own route. They are even releasing this on Mac first. Perplexity also has their own browser named Comet that nobody (outside of tech investors) has heard of. Im not sweating this announcement one bit. Ill also note that in the presentation which they did live on Youtube they used Gmail Google Docs" [X Link](https://x.com/AustinH26415112/status/1980690455085150265) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-21T17:39Z 1163 followers, XXX engagements "@FunOfInvesting Good move - I cleared out all my options in my port about X weeks ago (about 10%) all shares now 💪 Great episode with Roy today. Everyone should watch" [X Link](https://x.com/AustinH26415112/status/1980808732201349589) [@AustinH26415112](/creator/x/AustinH26415112) 2025-10-22T01:29Z 1162 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Austin Harrison posts on X about $app, $googl, $goog, $fnma the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% technology brands XXXXX% finance XXXXX% countries XXXX% cryptocurrencies XXXX% vc firms XXXX% travel destinations XXXX% automotive brands XXXX%
Social topic influence $app #32, $googl #2932, $goog #42, $fnma #2, $fmcc #2, $elf #18, $ftai #10, $erfsf #1, microsoft #1338, all the XXXX%
Top accounts mentioned or mentioned by @qualityinvest5 @amitisinvesting @stockmktnewz @mplycap @teechongyen @hoomansv @george_dubs_ @macaronicapital @robert26398047 @cones098780627 @cqxaccount @tonik321 @mply_cap @joecarlsonshow @simpleptrades @tesla @georgedubs @arnytrezzi @altcap @youtube
Top assets mentioned Applovin Corporation (APP) Alphabet Inc Class A (GOOGL) aelf (ELF) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Microsoft Corp. (MSFT) BlackRock Inc (BLK) Uber Technologies, Inc. (UBER) RAI Finance (SOFI) Ecolab Inc. (ECL) Comfort Systems USA, Inc. (FIX) NVIDIA Corp. (NVDA) AMC Entertainment Holdings, Inc. (AMC) Amazon.com, Inc. (AMZN) Palantir (PLTR) BITMINE IMMERSION TECH (BMNR) Tesla, Inc. (TSLA)
Top posts by engagements in the last XX hours
"My guess is that Buffetts secret stock could be Ecolab $ECL. It fits his value-oriented style is about the right sized MC and his good buddy Mr Gates owns a large chunk of the company. Just a guess for fun"
X Link @AustinH26415112 2025-08-13T00:56Z 1139 followers, XXX engagements
"$FIX was +17% in September given the large amount of announcements around data center buildout. Most will fail to sharpen their pencil on this easy-to-overlook company that has always been excellent. Now here they are catching the big wave. 🌊🏄♂ This isnt some tiny company as they did $7.5B in revenue in the last XX months. They currently have a $29B MC making them bigger then MongoDB $MDB Zoom $ZM and Affirm $AFRM. No there arent any fireworks - But I believe in companies that get results. Matter of fact I think flying under the radar can actually give way to opportunity. They are now"
X Link @AustinH26415112 2025-09-30T23:19Z 1126 followers, 5197 engagements
"$APP On November XX 2024 Muddy Waters Research put out a short report on $ELF. Its been almost a year now - The stock was $XXX and is now $XXX. On June XX 2024 they put out a short report on $ERFSF. The stock was at $XX and now is at $XX. On Jan XX 2025 they put out a short report on $FTAI. The stock was $XXX and is now $XXX. On March XX 2025 they shorted $APP. The stock was $XXX and is now $XXX. Why should we listen to them"
X Link @AustinH26415112 2025-10-08T21:26Z 1148 followers, 5635 engagements
"@teechongyen Did you watch the most recent Beekshire meeting He is XX and no way is he pulling the trigger anymore. You should also note that not every company in their portfolio has a moat. For example Constellation Brands doesnt have one at all"
X Link @AustinH26415112 2025-10-15T09:51Z 1123 followers, XX engagements
"Im sure its nothing $FNMA $FMCC U.S. Federal Housing Requests Input on New Strategic Plan FHFA"
X Link @AustinH26415112 2025-10-16T01:51Z 1139 followers, XXX engagements
"@invest091 The last two steps $FNMA $FMCC"
X Link @AustinH26415112 2025-10-19T15:32Z 1125 followers, XXX engagements
"@cones098780627 I agree with him that Tom Lee is the right person to try to pull this off and I think Founders Fund having XXX mil shares/$280M invested certainly is interesting"
X Link @AustinH26415112 2025-10-19T17:47Z 1134 followers, XX engagements
"@CQXAccount @JEyal_RUSI @haugejostein Meanwhile China stating we will invade Taiwan to reunify China and doing drills practicing such"
X Link @AustinH26415112 2025-10-19T18:30Z 1137 followers, XX engagements
"@Kathleen_Tyson_ Nearly every time I see someone opposing Palantir who is a software company same as Microsoft their timeline is riddled with pro-Hamas propaganda. It must be really effective for you guys to want to smear them so badly. 😂"
X Link @AustinH26415112 2025-10-19T18:55Z 1153 followers, XXX engagements
"Meanwhile state regulators including staff from the attorneys general from Delaware Oregon and Connecticut have reached out to multiple short sellers seemingly as part of a preliminary investigation into AppLovin $APP"
X Link @AustinH26415112 2025-10-19T19:32Z 1157 followers, XXX engagements
"@HGWellsFargo @amir Then I guess all the hyperscalers simultaneously decided they all hate making money. Just kidding. They all are grateful to Nvidia and increase their purchases because the chips help them make more"
X Link @AustinH26415112 2025-10-20T05:09Z 1126 followers, XX engagements
"This doesnt sound like someone who wants a trade war. I think theyll get it sorted out"
X Link @AustinH26415112 2025-10-20T07:57Z 1122 followers, XXX engagements
"You would be incorrect. I understand her dumb point perfectly fine. Shes trying to jedi mind trick people that passive investing is somehow socialism despite buying equities being a very capitalistic thing to do because shes upset that Vanguard and Blackrock dont vote with her"
X Link @AustinH26415112 2025-10-20T13:40Z 1137 followers, XX engagements
"@tonik321 @CathieDWood Blackrock Vanguard and State Street dont always vote the way active investors want them to so Cathie calls them socialist- lol"
X Link @AustinH26415112 2025-10-20T14:40Z 1133 followers, XXX engagements
"@QualityInvest5 I think Adobe will end up being more of a Salesforce/Paypal value pit than an incorrectly disrespected Google or Uber"
X Link @AustinH26415112 2025-10-20T17:29Z 1139 followers, XXX engagements
"@nxt888 Worst tweet of the year. They just committed a genocide have zero freedom of speech they dont hold elections and just annexed Free Hong Kong"
X Link @AustinH26415112 2025-10-20T19:43Z 1144 followers, XXX engagements
"Guys are we sure $UBER is dead"
X Link @AustinH26415112 2025-10-14T16:37Z 1155 followers, 5045 engagements
"$GOOG $NVDA"
X Link @AustinH26415112 2025-10-20T16:04Z 1157 followers, XXX engagements
"@mply_cap $AMC"
X Link @AustinH26415112 2025-10-21T00:20Z 1157 followers, XXX engagements
"Almost all the negative sentiment I am seeing on $AMZN is related to the price action and nothing to do with the business. Reminds me of $GOOG & $SOFI right before they made their moves. People called them an opportunity cost and let the price action dictate their long-term outlook. I believe this approach is foolish - Short term voting machine long term weighing machine etc etc This is my second largest holding (11.5%) and I bought more today. This is not investment advice - do your own research. A few considerations: -Jeff is not checked out like some have assumed; XX months ago he stated"
X Link @AustinH26415112 2025-10-15T08:54Z 1163 followers, 50.2K engagements
"So when Jensen guides to datacenter buildout by 2030 with a real product that just did $165B ARR growing at XX% you call it a speculative and cyclical - But when Marc cant even grow double digits and is having to acquire product you believe his guide to 2030 One of these companies beats analysts expectations every single quarter by the way while the other complains on podcasts about Palantirs price sheet. Jensen is far superior to Marc & youre choosing to doubt Jensen but believe Marc"
X Link @AustinH26415112 2025-10-16T23:07Z 1163 followers, 2609 engagements
"@amitisinvesting Shoutout to Samantha"
X Link @AustinH26415112 2025-10-18T00:06Z 1163 followers, 10.5K engagements
"@samsolid57 Cool piece CNBC did XX months ago on the Arizona fab"
X Link @AustinH26415112 2025-10-19T15:29Z 1162 followers, XXX engagements
"@amitisinvesting People claiming bubble must not have listened to earnings calls or read the income statements. Anyone who has done both of those things wouldnt say such nonsense"
X Link @AustinH26415112 2025-10-20T21:21Z 1163 followers, 2823 engagements
"@muddywatersre @accrued_int @nypost $ELF you went short at $XXX now $XXX $ERFSF. You went short at $XX and now is at $XX. $FTAI You went short at $XXX and is now $XXX. $APP You went short at $XXX and over double that today. But maybe this time really is different (sarcasm)"
X Link @AustinH26415112 2025-10-21T13:52Z 1163 followers, XX engagements
"$FNMA $FMCC This is meant to be easy to digest look into Fannie and Freddie. These tickers currently trade OTC and represent a special circumstance opportunity which Ill explain below. Not financial advice. Lets begin. A) Why you should care To oversimplify Fannie and Freddie buy mortgages from originators bundle them and sell them as MBS guaranteeing the loans. Think of them as insurance for MBS paper. Having insurance on that paper lowers the risk level and increases the liquidity of the larger mortgage market. These two companies have a duopoly and are an integral part of the mortgage"
X Link @AustinH26415112 2025-10-21T16:31Z 1163 followers, 12.2K engagements
"@munster_gene You said Google was the next eBay. You can sit this one out Gene. 😂"
X Link @AustinH26415112 2025-10-21T18:02Z 1162 followers, XXX engagements
"$GOOG $GOOGL TPUs are very good"
X Link @AustinH26415112 2025-10-21T18:43Z 1163 followers, XXX engagements
"Could Google be the sleeper pick for the first company to hit $5T $GOOG $GOOGL"
X Link @AustinH26415112 2025-10-21T22:53Z 1163 followers, XXX engagements
"Interesting situation - Constant recycled short reports coupled with institutions buying and the stock following a long-term uptrend. Weve seen this before with $PLTR and $SOFI. Actions speak louder than words. $APP Those who are familiar with Druck and Baillie Gifford will be happy to see both increased their positions as of the most recent available filings"
X Link @AustinH26415112 2025-10-22T00:01Z 1162 followers, XXX engagements
"I have many friends who are getting involved with these projects & I wish them well. There seems to be only bullish takes so allow me to add my perspective. $BMNR -Treasury companies create zero intrinsic value. They dont produce anything and have no earnings. If they did create value like a real company youd see treasury companies for every asset that goes up and the to the right but you dont - why is that Well they are temporary in nature- They only work when the asset goes up and quickly implode when it does not. As we all know price action is bidirectional and yes even in a bull market"
X Link @AustinH26415112 2025-10-19T16:45Z 1163 followers, XXX engagements
"@amitisinvesting This is the big domino to fall. If/When they dont nag at all and take liability for accidents they can bundle it with Tesla Insurance and scale robotaxi"
X Link @AustinH26415112 2025-10-19T19:13Z 1157 followers, XXX engagements
"@amitisinvesting Didnt Andrew Ross Sorkin just tell us on Chamaths very own podcast- X days ago that journalists arent allowed to hold individual securities How can they sponsor a SPAC"
X Link @AustinH26415112 2025-10-19T20:53Z 1163 followers, 7154 engagements
"Sure - however they are getting that revenue growth through exercising their upselling & pricing power. You could say they are successfully boiling the frog but the other side of the coin is that they are creating resentment with many of their customers who now have viable alternatives. The products they are coming out with arent step-change improvements which is important if you ever want to see significantly more than XX% topline particularly given the competition circling"
X Link @AustinH26415112 2025-10-20T18:08Z 1156 followers, XX engagements
"OpenAI is going to build a browser from scratch with an untrusted mgmt team that people dont want to give their data which there is a long list of valid reasons why. Really interesting they chose to not do this with Microsoft -improving Edge/Bing- who has global distribution but instead went their own route. They are even releasing this on Mac first. Perplexity also has their own browser named Comet that nobody (outside of tech investors) has heard of. Im not sweating this announcement one bit. Ill also note that in the presentation which they did live on Youtube they used Gmail Google Docs"
X Link @AustinH26415112 2025-10-21T17:39Z 1163 followers, XXX engagements
"@FunOfInvesting Good move - I cleared out all my options in my port about X weeks ago (about 10%) all shares now 💪 Great episode with Roy today. Everyone should watch"
X Link @AustinH26415112 2025-10-22T01:29Z 1162 followers, XX engagements
/creator/twitter::AustinH26415112