# ![@BlueDuckCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1098612060722683904.png) @BlueDuckCap Blue Duck Capital Partners

Blue Duck Capital Partners posts on X about in the, market, ceo, ai the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1098612060722683904/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1098612060722683904/c:line/m:interactions.svg)

- [--] Week [------] -1.70%
- [--] Month [-------] +16%
- [--] Months [---------] +45%
- [--] Year [---------] +57%

### Mentions: [--] [#](/creator/twitter::1098612060722683904/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1098612060722683904/c:line/m:posts_active.svg)

- [--] Week [--] +6.90%
- [--] Month [--] -18%
- [--] Months [---] +64%
- [--] Year [---] -1.60%

### Followers: [------] [#](/creator/twitter::1098612060722683904/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1098612060722683904/c:line/m:followers.svg)

- [--] Week [------] +0.01%
- [--] Month [------] +0.39%
- [--] Months [------] +19%
- [--] Year [------] +39%

### CreatorRank: [-------] [#](/creator/twitter::1098612060722683904/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1098612060722683904/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  42.64% [finance](/list/finance)  25.58% [technology brands](/list/technology-brands)  20.93% [cryptocurrencies](/list/cryptocurrencies)  5.43% [countries](/list/countries)  4.65% [social networks](/list/social-networks)  4.65% [automotive brands](/list/automotive-brands)  1.55% [celebrities](/list/celebrities)  0.78% [travel destinations](/list/travel-destinations)  0.78%

**Social topic influence**
[in the](/topic/in-the) 9.3%, [market](/topic/market) 9.3%, [ceo](/topic/ceo) 8.53%, [ai](/topic/ai) 6.98%, [$amzn](/topic/$amzn) 6.2%, [bullish](/topic/bullish) 5.43%, [business](/topic/business) 5.43%, [googl](/topic/googl) 5.43%, [$googl](/topic/$googl) 5.43%, [$mob](/topic/$mob) #3

**Top accounts mentioned or mentioned by**
[@gavinnewsom](/creator/undefined) [@stockystockman1](/creator/undefined) [@ajassy](/creator/undefined) [@william_r2rclub](/creator/undefined) [@accrued_int](/creator/undefined) [@interestingstox](/creator/undefined) [@anonymouseoutl1](/creator/undefined) [@orenelkayam1](/creator/undefined) [@cornelialake](/creator/undefined) [@pjely1962](/creator/undefined) [@maggienyt](/creator/undefined) [@sallygold](/creator/undefined) [@nycmayor](/creator/undefined) [@errollouis](/creator/undefined) [@sapinker](/creator/undefined) [@wolfejosh](/creator/undefined) [@jrubinblogger](/creator/undefined) [@tuckercarlson](/creator/undefined) [@dbongino](/creator/undefined) [@billfoxla](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [MobileCoin (MOB)](/topic/$mob) [AirSculpt Technologies, Inc. (AIRS)](/topic/$airs) [Brookdale Senior Living, Inc. (BKD)](/topic/$bkd) [Apple, Inc. (AAPL)](/topic/$aapl) [Metadium (META)](/topic/$meta) [Barnes & Noble Education, Inc (BNED)](/topic/$bned) [DisChain (DIS)](/topic/$dis) [Olin Corp. (OLN)](/topic/$oln) [Moderna Inc (MRNA)](/topic/$mrna) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Tesla, Inc. (TSLA)](/topic/$tsla) [Snap, Inc. (SNAP)](/topic/$snap) [Twitter Inc (TWTR)](/topic/$twtr) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Paramount Global (PARA)](/topic/$para) [Maplebear Inc. (CART)](/topic/$cart) [SATS (Ordinals) (SATS)](/topic/$sats) [Microsoft Corp. (MSFT)](/topic/$msft) [Airbnb, Inc. (ABNB)](/topic/$abnb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Correct. This is why we like Ucore $UURAF who does the processing of heavy rare earths - the exact type that China has banned for export. https://investornews.com/member_news/ucore-comments-on-chinas-expanded-rare-earth-export-controls/ https://investornews.com/member_news/ucore-comments-on-chinas-expanded-rare-earth-export-controls/ Rare earths arent actually rare. Finding them is not the problem. But extracting and processing them is difficult and mostly done by one country: China. China produces 60% of the worlds rare earths and processes nearly 90% of them. https://t.co/9Wotd6Sb2K"  
[X Link](https://x.com/BlueDuckCap/status/1976679388419932508)  2025-10-10T16:01Z 13.5K followers, 11K engagements


"$STIM has been a disaster in the 2H of the year. But does the stock price match reality Not always. And not in this case. In this case - take the $BWAY (closest comp vs Neurostar in TMS) rev multiple of 6x haircut that by 25% to 5x and apply the resulting 4.5x to Neurstar fwd expected revs of $65mn and we get an implied NEGATIVE $169mn in value the market is currently assigning to Greenbrook which has been growing over 20% and positioned to be an licensed uptake facility for psychedelics - expecting a possible launch in 4Q26. Not advice https://twitter.com/i/web/status/1998792963363918016"  
[X Link](https://x.com/BlueDuckCap/status/1998792963363918016)  2025-12-10T16:32Z 13.5K followers, [----] engagements


"Like the $mob ceo. Think hes the real deal. $MOB - Build it and they will come Will CSRMC become the rules of the road https://t.co/CEIo0A98ES $MOB - Build it and they will come Will CSRMC become the rules of the road https://t.co/CEIo0A98ES"  
[X Link](https://x.com/BlueDuckCap/status/2006800498809253977)  2026-01-01T18:51Z 13.5K followers, [----] engagements


"$OLN checks every box. We've been buying since 2H last year. Stock starting to work. Excellent analysis here by @interestingstox. Worth a follow and a read. $OLN Multi-bagger Checklist for a High-Quality Cyclical https://t.co/TKoD55c626 $OLN Multi-bagger Checklist for a High-Quality Cyclical https://t.co/TKoD55c626"  
[X Link](https://x.com/BlueDuckCap/status/2014065628458656069)  2026-01-21T20:00Z 13.5K followers, 16.5K engagements


"If $CART went away tomorrow nobody would care"  
[X Link](https://x.com/BlueDuckCap/status/2016165590164242458)  2026-01-27T15:05Z 13.5K followers, [----] engagements


"$SATS down bc XAI (Grok and Twitter the most important arguably media platform in the world) in talks to merge w/ SpaceX. SATS owns like 3% of SpaceX and trades at huge implied discount to $1.5T speculated valuation. I would think SpaceX owning XAI makes it much more valuable not less. And the dilution is dumb bc market not even giving proper credit for the position until near $300. $50B xAI is 3% dilution at $1.5T. https://twitter.com/i/web/status/2016955900175798491 https://twitter.com/i/web/status/2016955900175798491"  
[X Link](https://x.com/BlueDuckCap/status/2016955900175798491)  2026-01-29T19:25Z 13.5K followers, [----] engagements


"$AAPL just crushed. $META crushed (revenues). $MSFT sucked but nobody really knows why. But what else $AMZN is so bullish on AI and implicitly a lot of other stuff that they are willing to invest $50B in Open AI. Who must sign off on a bet like that The man himself: Bezos. AKA the GOAT. The economy is good. Maybe about to get better. https://twitter.com/i/web/status/2016988240272892012 https://twitter.com/i/web/status/2016988240272892012"  
[X Link](https://x.com/BlueDuckCap/status/2016988240272892012)  2026-01-29T21:34Z 13.5K followers, 11K engagements


"$MRNA Chief Medical Officer resigned today. The next ACIP meeting is Feb 25-27. Maybe its something maybe not. Dr. Robert Malone says there are ways to remove COVID shots from the market if the FDA wont act. Im not deaf to the calls that we need to get the COVID vaccine mRNA products off the market. All I can say is stay tuned and wait for the upcoming ACIP meeting. If the FDA https://t.co/pCG25a7R4c Dr. Robert Malone says there are ways to remove COVID shots from the market if the FDA wont act. Im not deaf to the calls that we need to get the COVID vaccine mRNA products off the market. All I"  
[X Link](https://x.com/BlueDuckCap/status/2017317571536773133)  2026-01-30T19:22Z 13.5K followers, [----] engagements


"He is saying this now bc its no longer a material part of $PFE's business. CYA mode. Scott Gottlieb: "People felt compelled to take COVID vaccines that they had hesitations around.I thought that was a mistake Scott in 2021: "I think it's not inappropriate for businesses to mandate vaccines & certain businesses absolutely should be mandating vaccination" Scott Gottlieb: "People felt compelled to take COVID vaccines that they had hesitations around.I thought that was a mistake Scott in 2021: "I think it's not inappropriate for businesses to mandate vaccines & certain businesses absolutely"  
[X Link](https://x.com/BlueDuckCap/status/2021384672933290306)  2026-02-11T00:43Z 13.5K followers, [----] engagements


"Name the company: -Accelerating revenue to low dd% -HSD% unlevered FCF yield -Stock in a [--] year base -Buying back over $1B / quarter gross of SBC -It's a household name -Market sees some AI risk but I'm not so sure how credible that is at this valuation"  
[X Link](https://x.com/BlueDuckCap/status/2022093316737970255)  2026-02-12T23:39Z 13.5K followers, 15.3K engagements


"$STIM - big positive pre. Hit OCF positive milestone. Implied SOTP still giving NEGATIVE value for Greenbrook which is foundational for eventual psilocybin treatments likely to gain FDA approvals this year. The market is also not giving $STIM any credit for the Greenbrook capacity to pivot into psychedelics. Note they are Spravato's largest buyer - and these treatments need to be supervised in a licensed facility. https://t.co/9s4Cv982Dp The market is also not giving $STIM any credit for the Greenbrook capacity to pivot into psychedelics. Note they are Spravato's largest buyer - and these"  
[X Link](https://x.com/BlueDuckCap/status/2021594938903818752)  2026-02-11T14:39Z 13.5K followers, [----] engagements


"Nobody got it. The answer is $ABNB Name the company: -Accelerating revenue to low dd% -HSD% unlevered FCF yield -Stock in a [--] year base -Buying back over $1B / quarter gross of SBC -It's a household name -Market sees some AI risk but I'm not so sure how credible that is at this valuation. Name the company: -Accelerating revenue to low dd% -HSD% unlevered FCF yield -Stock in a [--] year base -Buying back over $1B / quarter gross of SBC -It's a household name -Market sees some AI risk but I'm not so sure how credible that is at this valuation"  
[X Link](https://x.com/BlueDuckCap/status/2022329071129227446)  2026-02-13T15:16Z 13.5K followers, [----] engagements


"There's good reason why $AIRS lead volume and consultations are hitting all time highs here"  
[X Link](https://x.com/BlueDuckCap/status/1956075033102836137)  2025-08-14T19:26Z 13.5K followers, [----] engagements


"Hopefully the last thing I mention about $AIRS until the stock goes over $10. But the short thesis is very much predicated on declining SSS metrics. On the Q2 call they told us that they saw a record level of lead growth and a "meaningful" increase in consultation volume. It takes [--] months to convert these leads historically. We also have [--] new stores coming into the comp base in the 2H and the Q4 compare gets 13.7% points easier sequentially vs Q3. W/ the new stores performing in line with internal expectations and the materially easier compare the SSS metric should improve by an order of"  
[X Link](https://x.com/BlueDuckCap/status/1956423950252265506)  2025-08-15T18:33Z 13.5K followers, [----] engagements


"$AIRS setup is notable. I can't get any locate in the stock (I am long but testing the market). We think the short interest is around 50% of the tradable float w/ [--] weeks+ to cover. Borrow on the stock is nearly 100% annualized. We have also seen real signs of the market turning for discretionary aesthetic procedures.reported by their own lead volume but also channel checks (below). Leads will always come before case growth. We also know that they have a massive opportunity in skin tightening due to GLP1 rapid weight loss which is NOT in the stock and a new CEO (who we like a lot - awesome"  
[X Link](https://x.com/BlueDuckCap/status/1974113968072634593)  2025-10-03T14:07Z 13.5K followers, 14.9K engagements


"This morning Molina Healthcare $MOH blew up. A direct result of: elevated cost trends with cancer treatments and other high cost drugs being a very big driver of it. Great shout out for $TOI $TOI very nice story stock idea with a breakout at [---]. that break measures 6-7. worth watching with strong relative strength here https://t.co/qtODZtaewX $TOI very nice story stock idea with a breakout at [---]. that break measures 6-7. worth watching with strong relative strength here https://t.co/qtODZtaewX"  
[X Link](https://x.com/BlueDuckCap/status/1981358207072358667)  2025-10-23T13:53Z 13.5K followers, [----] engagements


"$EVLV should do $190mn in revs next year on durable 30% rev growth. Business is inflecting. 8-10x that = $9-$12 stock"  
[X Link](https://x.com/BlueDuckCap/status/1989087545158955432)  2025-11-13T21:46Z 13.5K followers, 11.2K engagements


"Excited for the Brookdale $BKD Sr Living Investor Day Jan 30th. New CEO is a stud. Divesting underperforming properties while growing occupancy and price at profitable footprints. [--] yo pop to grow 80% next [--] years and the pandemic left the industry materially undersupplied. Boomer retirement is a mega theme that doesn't get talked about enough. https://twitter.com/i/web/status/2012176791037784386 https://twitter.com/i/web/status/2012176791037784386"  
[X Link](https://x.com/BlueDuckCap/status/2012176791037784386)  2026-01-16T14:55Z 13.5K followers, [----] engagements


"Not much engagement. If I had tweeted about some shitco space stock prob [--] likes now. Fintwit is UW Boomers Retiring - one of the biggest demo shifts in history. p.s. I like the space theme too $BKD Excited for the Brookdale $BKD Sr Living Investor Day Jan 30th. New CEO is a stud. Divesting underperforming properties while growing occupancy and price at profitable footprints. [--] yo pop to grow 80% next [--] years and the pandemic left the industry materially undersupplied. Excited for the Brookdale $BKD Sr Living Investor Day Jan 30th. New CEO is a stud. Divesting underperforming properties"  
[X Link](https://x.com/BlueDuckCap/status/2012184999576146082)  2026-01-16T15:27Z 13.5K followers, [----] engagements


"New $BKD CEO Stengle been there [--] months and already unlocking more value than the prior team could in years. Mega theme here. Not enough Sr. Care living capacity. Silver Tsunami of demand. Rapidly de-leveraging. Love this story"  
[X Link](https://x.com/BlueDuckCap/status/2017264061285822671)  2026-01-30T15:50Z 13.5K followers, [----] engagements


"@StockyStockman1 17x $615mn in [----] EBITDA = $22 seems reasonable if not conservative for $BKD. $WELL trades at 28x"  
[X Link](https://x.com/BlueDuckCap/status/2019468147292610844)  2026-02-05T17:48Z 13.5K followers, [---] engagements


"Don't worry. Off ramp maybe comes in [----]. $AMZN "And so we are being incredibly scrappy around that. If you look in the last [--] months we added [---] gigawatts of power. And just for perspective that's twice what we had in [----] and we were an $80 billion annual run-rate business. We expect to double it again by the end of '27. We added [---] gigawatts of power in Q4 just quarter-over-quarter. So our team is being aggressive and scrappy and inventive and adding capacity as fast as we can. I will add a lot more in '26 and '27 and '28 for that matter. And we're very optimistic we can continue to"  
[X Link](https://x.com/BlueDuckCap/status/2019551076593406019)  2026-02-05T23:17Z 13.5K followers, [----] engagements


"$BNED finally out w/ 10K. Strong FDC adoption at +24% yy enrollment. However operating cashflow is neg $85mn w/ $13mn in capex. Nearly $300mn in debt/lease liabilities w/ $72mn due in FY26. Hard to underwrite the bull thesis as they keep burning cash. Also no mention of risk from AI in their risk section which seems myopic. https://twitter.com/i/web/status/2003496188981510652 https://twitter.com/i/web/status/2003496188981510652"  
[X Link](https://x.com/BlueDuckCap/status/2003496188981510652)  2025-12-23T16:01Z 13.5K followers, [----] engagements


"$MOB just $75mn EV after adjusting cash for the warrants. Much too small given the critical and expeditious DoW drone pivot + essential requirements on security. They're on the menu for OEMs as they are Blue UAS certified - a moat in and of itself. Revenue ramping from here and tiny cash burn. $MOB A new interview with the CEO of Mobilicom was published yesterday. Here are my key takeaways: ➢ Drone production at Teledyne based on the Department of War (DOW) contract awarded in December [----] (Mobilicom is a supplier for them) began in January. Quarterly increases in $MOB A new interview with"  
[X Link](https://x.com/BlueDuckCap/status/2012242149958668507)  2026-01-16T19:14Z 13.5K followers, [----] engagements


"My hunch is that the CEO is done selling. Take that fwiw and not advice. $mob $MOB I liquidated 80% of my shares in the pre market yesterday. Whilst I still hold 20% of my shares there are some significant red flags I uncovered thanks to @AnoNymouseoutl1 I think its important to note Im not short Mobilicom but the red flags are definitely valid and https://t.co/kN8mOeDhEN $MOB I liquidated 80% of my shares in the pre market yesterday. Whilst I still hold 20% of my shares there are some significant red flags I uncovered thanks to @AnoNymouseoutl1 I think its important to note Im not short"  
[X Link](https://x.com/BlueDuckCap/status/2017264661566292025)  2026-01-30T15:52Z 13.5K followers, [----] engagements


"$MOB CEO spoke yesterday and put to rest a lot of the concerns expressed here on X of late by retail investors. -Didn't use the ATM won't use it -"majority" of insider sales to cover tax costs of RSUs which are granted on achieved milestones (RSUs are taxed); managed by 10B5 plan and the plan is done. -Insiders own over 15% of the company -$17mn in cash will a bit more ending Q4 accounting for the warrants. -Cash burn rate is under $300k / month. $3.6mn per year. So they have [--] years of cash and intend to be FCF positive well ahead of that. -They've said in [----] their partners will win "one"  
[X Link](https://x.com/BlueDuckCap/status/2018749831284748501)  2026-02-03T18:14Z 13.5K followers, [----] engagements


"With all these perceived AI losers getting shot I can't help but think of a name we used to own but ultimately sold a while ago. $BNED sells textbooks and school merch on college campuses. I a see three obvious risks: [--]. Digitalization of coursework with AI "teachers" communicating the content and administering assignments. That directly disrupts the physical model. [--]. Bubbly and absurd tuition costs coming down as the value of academic degrees to the graduates become pressured by AI. This pressures higher ed revenue streams and may make them less inclined to sign enterprise level First Day"  
[X Link](https://x.com/BlueDuckCap/status/2019484427395739769)  2026-02-05T18:53Z 13.5K followers, [----] engagements


"The College Calculation Has Flipped https://www.zerohedge.com/personal-finance/college-calculation-has-flipped With all these perceived AI losers getting shot I can't help but think of a name we used to own but ultimately sold a while ago. $BNED sells textbooks and school merch on college campuses. I a see three obvious risks: [--]. Digitalization of coursework with AI "teachers" https://www.zerohedge.com/personal-finance/college-calculation-has-flipped With all these perceived AI losers getting shot I can't help but think of a name we used to own but ultimately sold a while ago. $BNED sells"  
[X Link](https://x.com/BlueDuckCap/status/2021678904818450855)  2026-02-11T20:13Z 13.5K followers, [----] engagements


"What I did today (this is pretty typical): -Relistened to Q3 $TOI earnings call (bullish) -Listened to Q3 $MOH earnings call and initiated our bull/base/bear scenarios -Worked on [----] themes (a running word doc) -Read an excellent piece from @CorneliaLake on $TOI. -Adjusted $TOI model (higher) -Watched the tape / looked at various charts -Updated price targets for $COKE (bearish) -Entered [--] trades over the course of the day -Read a bunch of X posts about fraud in Minnesota -Looked at some data on $MRNA vax dosage in Washington State (down over 20% yy this season) -Adjusted $MRNA model"  
[X Link](https://x.com/BlueDuckCap/status/2006165126874100017)  2025-12-31T00:46Z 13.5K followers, [----] engagements


"Idea nobody talking about: $NFLX. Compounder. De minimis AI risk. No insane capex. Cheap vs history. They win Warners then they pull forward a decade+ of content spend with attached subscription revenue. They also take out a competitor and basically create an unassailable content moat. They Lose Warners then why is the stock even down 35%+ which it is since deal announced. https://twitter.com/i/web/status/2019418073472847977 https://twitter.com/i/web/status/2019418073472847977"  
[X Link](https://x.com/BlueDuckCap/status/2019418073472847977)  2026-02-05T14:29Z 13.5K followers, 16.4K engagements


"Carnage across the board but $MOB keeps executing: Mobilicom Limited: Mobilicom Announces New Design Win and Initial Order from United Arab EmiratesBased Arms Manufacturer New customer engagement supports Mobilicoms expansion across the Middle East region with live prototype demonstration planned at UMEX Abu Dhabi in January [----] Palo Alto California Jan. [--] [----] (GLOBE NEWSWIRE) -- Mobilicom Limited (Nasdaq: MOB MOBBW) (Mobilicom or the Company) a provider of cybersecurity and robust solutions for drones and robotics today announced it has secured a new design win and initial order from a"  
[X Link](https://x.com/BlueDuckCap/status/2019462296893026407)  2026-02-05T17:25Z 13.5K followers, [----] engagements


"Obviously the threats and opportunities born from AI have begun to cause multiple standard deviation moves in the market. The market is a discounting mechanism so it sniffs stuff out and usually shoots first. The market also hates uncertainty which this entire thing is shrouded in. The bull case is that this new technology will usher in an unprecedented new era of innovation and productivity. I think this seems plausible. The flipside is also plausible: entry level job opportunities for Gen Z already less equipped for the workforce than prior generations due to three years of learning from"  
[X Link](https://x.com/BlueDuckCap/status/2022438498209505307)  2026-02-13T22:31Z 13.5K followers, [----] engagements


"Great chart. Do we catch down or catch up I don't see terminal valuation uncertainty resolving near term for IGV. Nor will unending capex concerns resolve for Mag-7. Markets hate uncertainty. This means. this is a wild chart. [--] years of near-perfect correlation between the NDX and software (IGV).now the widest divergence on record https://t.co/pAnkmtfewD this is a wild chart. [--] years of near-perfect correlation between the NDX and software (IGV).now the widest divergence on record https://t.co/pAnkmtfewD"  
[X Link](https://x.com/BlueDuckCap/status/2022467259940348047)  2026-02-14T00:25Z 13.5K followers, [----] engagements


"@Pjely1962 @maggieNYT Don't follow fake news Maggie if you want actual facts. Just FWIW"  
[X Link](https://x.com/BlueDuckCap/status/1243668438863642624)  2020-03-27T22:37Z 13.5K followers, [--] engagements


"@SallyGold @NYCMayor @errollouis I actually think the ONE thing liberals and conservatives agree on is that @NYCMayor is a joke"  
[X Link](https://x.com/BlueDuckCap/status/1247308728988098560)  2020-04-06T23:42Z 13.5K followers, [---] engagements


"@GavinNewsom Population [--] Million. How many of those lost are over the age of [--] How many are in nursing homes How many had serious other medical issues We flattened curve. That was the deal. Now end the tyranny"  
[X Link](https://x.com/BlueDuckCap/status/1256315483181076480)  2020-05-01T20:12Z 13.5K followers, [---] engagements


"@sapinker @wolfejosh This is a really really stupid take"  
[X Link](https://x.com/BlueDuckCap/status/1263468074646339584)  2020-05-21T13:53Z 13.5K followers, [---] engagements


"@GavinNewsom So you've officially closed the state longer and harder than any other state and here we are - in WORSE shape than before. So what do you do - you double down of course Worst governor in the country"  
[X Link](https://x.com/BlueDuckCap/status/1282764151014617088)  2020-07-13T19:49Z 13.5K followers, [--] engagements


"Fun fact: $TSLA and $SNAP spent about the same amount on R&D in the quarter. The former is supposed to be creating a fleet of self-driving cars which will revolutionize transportation and the latter makes pictures that disappear on your phone"  
[X Link](https://x.com/BlueDuckCap/status/1286064780713680897)  2020-07-22T22:25Z 13.5K followers, [---] engagements


"@JRubinBlogger Should Pelosi resign too https://www.youtube.com/watchv=YZBFUA0JjFk https://www.youtube.com/watchv=YZBFUA0JjFk"  
[X Link](https://x.com/BlueDuckCap/status/1303740143682035713)  2020-09-09T17:00Z 13.5K followers, [---] engagements


"@GavinNewsom With everything going on - all the problems we all face - THIS is what you are proposing What is wrong with you sir"  
[X Link](https://x.com/BlueDuckCap/status/1311438132378697728)  2020-09-30T22:49Z 13.5K followers, [---] engagements


"@GavinNewsom California: we (well not me) voted this clown in. This is on us. Now we need to vote him out"  
[X Link](https://x.com/BlueDuckCap/status/1311439501831532545)  2020-09-30T22:55Z 13.5K followers, [--] engagements


"@TuckerCarlson Leave Fox man"  
[X Link](https://x.com/BlueDuckCap/status/1325945166973132800)  2020-11-09T23:35Z 13.5K followers, [---] engagements


"@dbongino Revenge for what Beating Isis Getting the economy ripping Making progress w/ N. Korea Standing up to Iran Making peace deals in the Middle East Operation Warp Speed that will get us a vaccine in a week What does he want revenge for"  
[X Link](https://x.com/BlueDuckCap/status/1331365067296653312)  2020-11-24T22:32Z 13.5K followers, [---] engagements


"@BillFOXLA No. George Soros and Hollywood "elites" elected him. Or should I say got him "elected""  
[X Link](https://x.com/BlueDuckCap/status/1338969100869984256)  2020-12-15T22:08Z 13.5K followers, [--] engagements


"*FACEBOOK STOPS REMOVING CLAIMS COVID-19 WAS MAN-MADE: POLITICO So brave. A full [--] months later. What about election fraud claims When will those be eligible for the sanctity of $FB's hallowed pages"  
[X Link](https://x.com/BlueDuckCap/status/1397681108863488001)  2021-05-26T22:28Z 13.5K followers, [---] engagements


"Kinda feels like Covid is over. Anyone else think that"  
[X Link](https://x.com/BlueDuckCap/status/1435317599668113411)  2021-09-07T19:02Z 13.5K followers, [---] engagements


"$TWTR shareholders: I did my best"  
[X Link](https://x.com/BlueDuckCap/status/1453388178706952198)  2021-10-27T15:48Z 13.5K followers, [---] engagements


"@andrewbostom Sick"  
[X Link](https://x.com/BlueDuckCap/status/1466080877461401604)  2021-12-01T16:24Z 13.5K followers, [--] engagements


"Well deserved. "Parag Agrawal [--] who took over as Twitter CEO less than three months ago announced his plans to take parental leave during a meeting with Twitter employees last week the Post reported." $TWTR"  
[X Link](https://x.com/BlueDuckCap/status/1493987531695616001)  2022-02-16T16:35Z 13.5K followers, [---] engagements


""The Indian called Blue Duck was frightening. Now that he stood close to them his head seemed bigger than ever and his hands too. He held the rifle in the crook of his arm handling it like a toy." - Larry McMurtry "Lonesome Dove" [----]. Pulitzer Prize for Fiction 1986"  
[X Link](https://x.com/anyuser/status/1509902923655876608)  2022-04-01T14:38Z 13.5K followers, [--] engagements


"@iammsuzy CU has a national championship Heisman Thorpe Butkus winners. Awesome uniforms. Best entrance in college football in the best overall atmosphere in country. Boulder is a great town. CU is a good academic university also. Pac-12 is winnable. @DeionSanders"  
[X Link](https://x.com/BlueDuckCap/status/1598408291792875520)  2022-12-01T20:06Z 13.5K followers, [--] engagements


"The $MRNA CEO has sold $80000000 worth of stock in January so far"  
[X Link](https://x.com/BlueDuckCap/status/1620163670243430400)  2023-01-30T20:54Z 13.5K followers, 158.6K engagements


"@CDCgov Why do you keep lying Better to come clean be honest slowly rebuild trust though that will take years"  
[X Link](https://x.com/BlueDuckCap/status/1622670854147682304)  2023-02-06T18:57Z 13.5K followers, [----] engagements


"Looked into this one today - spent half the day on it. Cohodes is right. Dumpster fire. Top ticked bad acquisitions. No competitive advantage. High debt. Poor quality of earnings and accounting. They in trouble. $hele Publicly Traded Dumpster Fire. Publicly Traded Dumpster Fire"  
[X Link](https://x.com/BlueDuckCap/status/1639050942405566464)  2023-03-23T23:46Z 13.5K followers, 70.4K engagements


"@Scott_Wiener SF voters getting what they voted for"  
[X Link](https://x.com/BlueDuckCap/status/1653504288205967360)  2023-05-02T20:58Z 13.5K followers, [----] engagements


"@BillAckman @elonmusk please bring back tweet word limits"  
[X Link](https://x.com/BlueDuckCap/status/1653905273902469120)  2023-05-03T23:32Z 13.5K followers, [----] engagements


"If $DIS goes to $45 that is still a $85B market cap. $FOXA is $15B $WBD is $30B $PARA is $10B $AMCX is $600mn. We think $DIS structural earnings power is $2-3. So 20x that = $40-60 PT"  
[X Link](https://x.com/anyuser/status/1659589826604326913)  2023-05-19T16:00Z 13.5K followers, 65.7K engagements


"$DIS is our biggest short. They are in deep trouble. More a fair warning to the many longs than anything else - def not advice. But this theme remains under-researched by buyside and all but ignored by sell side. Thus there's opportunity. $DIS $CMCSA $WBD $PARA $NXST $SBGI $LGF $NYT The Musk spaces with Faber and BBC have already changed the game in our view. Desantis event today a further watershed. Musk is one of the better interviewers and interviews around. Tucker going direct. Bari Weiss Free Press and $DIS $CMCSA $WBD $PARA $NXST $SBGI $LGF $NYT The Musk spaces with Faber and BBC have"  
[X Link](https://x.com/anyuser/status/1661102859310739456)  2023-05-23T20:12Z 13.5K followers, 128.8K engagements


"Folks heres a look inside a real life hedge fund. Glamorous isnt it"  
[X Link](https://x.com/anyuser/status/1664771875439001601)  2023-06-02T23:11Z 13.5K followers, 1.9M engagements


"Iger to stay on at Disney through [----]. A few thoughts: [--]. Disney is not getting acquired. Period. So throw that nonsense out. [--]. They cannot find anyone else to take the seat - not a bullish development. [--]. Iger thinks he needs at least [--] years to fix it. That's not a quick turnaround. If the ground was stable beneath them he would probably leave much sooner. [--]. The press release uses a lot of words like "transformation" which is a nice way of saying that linear is dead streaming is bleeding cash and just sucks as a business and the movie franchises are broken - which they are. $DIS"  
[X Link](https://x.com/BlueDuckCap/status/1679238695176798208)  2023-07-12T21:17Z 13.5K followers, 40.6K engagements


"Disney's biggest failure has been one of capital allocation. They spent good money after bad on profitless DTC subs inherently likely to churn. They spent $71B on Fox assets that are in secular decline. They continue with a failing content production playbook which prioritizes politics over 4-quadrant entertainment. They've secured crippling sports rights well into the future. Disney is a story of waste and misappropriation of capital. $DIS"  
[X Link](https://x.com/anyuser/status/1686103587016040450)  2023-07-31T19:56Z 13.5K followers, 43.3K engagements


"@ClayTravis Cal and Stanford don't have fans. Do feel bad for WSU and OSU"  
[X Link](https://x.com/BlueDuckCap/status/1687526770831134720)  2023-08-04T18:11Z 13.5K followers, 39.9K engagements


"@nypost Enough"  
[X Link](https://x.com/BlueDuckCap/status/1688984306927144963)  2023-08-08T18:43Z 13.5K followers, [----] engagements


"@1881MorrisBrown Masks make people more at risk of getting sick. Constant touching of the mask is akin to touching one's face over and over. Shake hands with someone touch a door knob touch the mask. Rinse and repeat. That's how germs spread. Masks are also bacteria traps"  
[X Link](https://x.com/anyuser/status/1693761560244814020)  2023-08-21T23:06Z 13.5K followers, [----] engagements


"@TomLuginbill @CUBuffsFootball Seriously u get paid money for this"  
[X Link](https://x.com/BlueDuckCap/status/1698063279770546178)  2023-09-02T20:00Z 13.5K followers, 12.7K engagements


"Incredible. Adam Jonas has identified $500B in hidden value at $TSLA based on a "super computer" which was not even mentioned ONE TIME in the [----] 10k. Incredible sleuthing"  
[X Link](https://x.com/anyuser/status/1701222420399685719)  2023-09-11T13:13Z 13.5K followers, 83.2K engagements


"@King_TylerB This is called gaslighting"  
[X Link](https://x.com/BlueDuckCap/status/1703851484058927109)  2023-09-18T19:20Z 13.5K followers, [----] engagements


"We pitched $amps long at Sohn this afternoon. One of the few winners in the alternative energy space with an excellent r/r skew. 200% upside. Happy to share the deck with anyone that messages me"  
[X Link](https://x.com/anyuser/status/1706781971001827788)  2023-09-26T21:25Z 13.5K followers, 62.7K engagements


"$TSLA's auto biz is imploding"  
[X Link](https://x.com/anyuser/status/1714737569282629766)  2023-10-18T20:17Z 13.5K followers, 17.6K engagements


"@dannykanell @DeionSandersJr Danny playing for clicks as usual bc that's all he can do these days"  
[X Link](https://x.com/BlueDuckCap/status/1729638551271174571)  2023-11-28T23:09Z 13.5K followers, 35.6K engagements


"Bob Iger just got paid $31mn. $DIS stock is down 9% over the past [--] months massively underperforming the market. Disney will not have ONE new movie or show debuting over the next [--] months. Zero. This company is a joke and so is the valuation"  
[X Link](https://x.com/anyuser/status/1747672409279279212)  2024-01-17T17:29Z 13.5K followers, 29.3K engagements


"@BillMelugin_ Nothing unfortunate about it. You abandon all journalism ethics and this is what happens. Karma"  
[X Link](https://x.com/anyuser/status/1749896021537394934)  2024-01-23T20:44Z 13.5K followers, 12.8K engagements


"$SNAP appears to be running an employee enrichment scheme financed by shareholder capital. They certainly are not running a viable for profit business"  
[X Link](https://x.com/anyuser/status/1754997702851768491)  2024-02-06T22:37Z 13.5K followers, 45.5K engagements


"1. What $GOOGL's management needs to do asap: First Follow $META's lead on guidance. META used to not guide at all. Then they began offering annual Opex guide. Then some color on annual revenue. Now they give detailed quarterly top and bottom-line guidance which has been very helpful. If GOOGL did justof this the Street would cheer the increased visibility"  
[X Link](https://x.com/anyuser/status/1762537003646947470)  2024-02-27T17:55Z 13.5K followers, 87.4K engagements


"Don't spend a ton of time making comp sheets but did a $GOOGL one today and the relative value appears notable: 10.7x [----] ebitda vs 19.8x mean for group. 15% expected next [--] month rev cagr vs 16% for group. $AAPL gets near 2x the ebitda multiple v GOOG w/ worst expected growth in group"  
[X Link](https://x.com/anyuser/status/1762612499269206491)  2024-02-27T22:55Z 13.5K followers, 48K engagements


"Spent some time on $GOOGL Gemini. It's actually an amazing product. Great answers to questions like "what is the difference between levered and unlevered FCF" and describe "Telematics for me". The non answer when asking about DJT's "best qualities" is bothersome - but not really surprising. We already know Search is biased and people still use it. Same with META. I think $GOOGL will be fine though they 100% need to fire some heads"  
[X Link](https://x.com/anyuser/status/1763251662100263205)  2024-02-29T17:15Z 13.5K followers, 30.3K engagements


"@WhitlockJason She has good hands touch in the paint. Can bang down low. Scrappy. Terrible from the line though"  
[X Link](https://x.com/BlueDuckCap/status/1763689931652964407)  2024-03-01T22:17Z 13.5K followers, [----] engagements


"@mikegolicjr Colorado is going to boatrace NDSU"  
[X Link](https://x.com/anyuser/status/1790429514847383748)  2024-05-14T17:10Z 13.5K followers, 94.6K engagements


"The Democrats the media and the deep state have been propping up a senile Puppet President for [--] years. We dont know who is calling the shots. Think about the magnitude of that lie. How can they ever be trusted on ever again Dont let them swap out the puppet and try and reclaim credibility"  
[X Link](https://x.com/BlueDuckCap/status/1806544039342440894)  2024-06-28T04:23Z 13.5K followers, 15.7K engagements


"At 19-20x PE vs historical median of 23x we think the market is not giving $MCD proper credit for a phenomenal and relatively new business feature (customer mousetrap) which is it's mobile app. In [----] there were 127million downloads of the MCD app which far surpassed other popular food delivery apps like UberEats (60 million downloads) and DoorDash (42 million downloads). In the United States alone the MCD app was downloaded by more than [--] million people in [----] exceeding the combined total of the next three most popular food apps: Starbucks Domino's and Taco Bell. The company's loyalty"  
[X Link](https://x.com/anyuser/status/1810810626153021844)  2024-07-09T22:57Z 13.5K followers, 72.9K engagements


"@JHopkinsSD Some insecure Oregon fanboi tweeting about Colorado is so on brand for them"  
[X Link](https://x.com/BlueDuckCap/status/1837891976219578415)  2024-09-22T16:29Z 13.5K followers, [----] engagements


"@CFBONFOX Travis Hunter"  
[X Link](https://x.com/BlueDuckCap/status/1851379279688265744)  2024-10-29T21:43Z 13.5K followers, [----] engagements


"Well - this has never happened before EVER at the P4 (except when Yale was winning Nattys) level so gotta go with my man:"  
[X Link](https://x.com/anyuser/status/1866278205973237781)  2024-12-10T00:26Z 13.5K followers, 43.8K engagements


"@DuccOnQuacc @USCKMADCK @noskozone Losers - yes"  
[X Link](https://x.com/BlueDuckCap/status/1874602839181603097)  2025-01-01T23:45Z 13.5K followers, [---] engagements


"@Nhillgreen Bailed on your team before the bowl"  
[X Link](https://x.com/BlueDuckCap/status/1875293708087955747)  2025-01-03T21:30Z 13.5K followers, [----] engagements


"@SullyCNBC hmmm.what was that thing that was not properly tested and had a track record of killing animal test subjects before then being rolled out to the masses in [----] there was this one thing we all had to take.remind me"  
[X Link](https://x.com/BlueDuckCap/status/1893043029008589162)  2025-02-21T21:00Z 13.5K followers, [----] engagements


"Big degrossing going on w/ hedge funds. This is starting to look like panic"  
[X Link](https://x.com/BlueDuckCap/status/1898037087741386833)  2025-03-07T15:44Z 13.5K followers, 21K engagements


"Nobody wants to buy bc they never do at the bottom. That said: [--]. Wars winding down. Objectively that's a positive. [--]. Inflation a bit better on the margin - look at eggs energy etc. [--]. Fed not going to raise - more likely to cut (remember we thought they might RAISE rates a month ago) [--]. Trade policy and daily headlines causing some volatility and uncertainty in the near term. But a lot of the headlines are Trump negotiating in public. Behind closed doors I wouldn't be surprised if progress is being made. [--]. Sentiment in the toilet - objective fact. [--]. Valuations MUCH more reasonable in tech"  
[X Link](https://x.com/anyuser/status/1900189711190339597)  2025-03-13T14:18Z 13.5K followers, 41.6K engagements


"@SenBillCassidy Wow. Beyond corrupt"  
[X Link](https://x.com/BlueDuckCap/status/1900295289246015783)  2025-03-13T21:17Z 13.5K followers, [----] engagements


"Based on today's investor day - it's plausible that $GEO can exit this year with over $1B in adj ebitda runrate on route to $1.5B in exiting [----]. They will begin buying back stock in 2h with the excessive FCF. A base case north of $100/share is possibly conservative"  
[X Link](https://x.com/anyuser/status/1902830738900390266)  2025-03-20T21:12Z 13.5K followers, 21.6K engagements


"We have come across a rare highly asymmetrical risk reward 'special sit'. Specifically $PRPH could be a [--] bagger. While this is likely too small for most institutional investors we think this is a compelling PA trade at minimum. Thread:"  
[X Link](https://x.com/anyuser/status/1904221566294229034)  2025-03-24T17:19Z 13.5K followers, 69.6K engagements


"$PRPH has about a $10 million market cap yet has several assets that could be worth multiples of the entire market cap. The CEO is a large shareholder/owner operator who launched a proxy to acquire control of the business from the stoop of Chapter 11; he turned it around acquired the Cold-Eeze brand which he made a household name before then selling it for $50mn in [----]. The stock was $7+ less than a year ago but ran into a cash crunch due to being stiffed by insurance companies over completed Covid testing. (yes they got into the covid testing biz - sigh - but in theory should have made a"  
[X Link](https://x.com/anyuser/status/1904221569356066896)  2025-03-24T17:19Z 13.5K followers, 20.5K engagements


"We have mentioned $STIM before - and coincidently @Citrini7 (who is fantastic) has had a great call on it too; just wanted to flag that there's some Google Trends data going around which is looking promising. Reminder - they are a leading provider of TMS therapeutic machines which offer a highly compelling alternative to dependence on psychiatric meds from Big Pharma for mental health conditions such as depression. We also believe that the new HHS will be far more amenable to their solutions than prior regimes - possibly paving the way for more insurance coverage and prescriptive abilities"  
[X Link](https://x.com/BlueDuckCap/status/1904612684475322822)  2025-03-25T19:13Z 13.5K followers, 27.6K engagements


"*COREWEAVE SAID TO SELL 50% OF $1.5 BILLION IPO TO THREE BUYERS Not ideal "  
[X Link](https://x.com/anyuser/status/1905650710127280482)  2025-03-28T15:58Z 13.5K followers, 43K engagements


"Coreweave CEO: without Nvidia anchor IPO wouldn't have closed per Bloomberg Not a comforting message and pretty dumb of him to make this comment that didn't need to be said"  
[X Link](https://x.com/anyuser/status/1905652325253087249)  2025-03-28T16:04Z 13.5K followers, 75K engagements


"Trump has everyone on edge a bit. Even many who voted for him. And it makes sense - tariffs are confusing. The stock market tanking (many names off 20% or more) is never fun for most of us. DOGE is not shy about intentions and that's rubbing some people the wrong way. Certainly WH communication can be better and no doubt the whirlwind to start the year has materially muddied the waters for business sentiment planning etc. But - I urge a listen to All In pod w/ Scott Bessent. He's the most market savvy Treasury Secretary we've ever had - decades of real world high stakes experience. There's a"  
[X Link](https://x.com/anyuser/status/1905741030173159920)  2025-03-28T21:57Z 13.5K followers, 26.7K engagements


"Buying domestic small caps with no / low debt and no direct exposure to tariffs and shorting the fck out of $aapl. Thats where my head is at anyway"  
[X Link](https://x.com/anyuser/status/1907599572010152029)  2025-04-03T01:02Z 13.5K followers, 11.8K engagements


"Its odd (not surprising tho) that the usual suspects are out spinning Trumps pivot today as a bad thing or more evidence that he embraces chaos. Quite the opposite. Rose Garden event was too much. Market couldnt handle it. So they pivoted. Exactly what they should have done. Have the Democrats ever pivoted on anything even when its obvious they are gaslighting everyone that up is down Intellectual flexibility is critical for leaders. We just saw that. LFG"  
[X Link](https://x.com/BlueDuckCap/status/1910128807094395129)  2025-04-10T00:32Z 13.5K followers, 13K engagements


"The smart fintwit "influencers" with lots of followers are basically all bearish. But it's not just those who tweet all day. The Pros are beared up too evidenced by this data point from a recent PM idea event host "90% of our Participants expect the S&P [---] to pierce April 7ths LOW of [----] despite clear negative Market Sentiment." Thus with everyone on one side of the boat - let's look at the bull case (which is not advice but as a thought experiment). [--]. It's plausible that the WORST of the tariff news is behind us. That news came April [--] and resulted in days of heavy (deserved) selling. A"  
[X Link](https://x.com/anyuser/status/1914494214098051313)  2025-04-22T01:39Z 13.5K followers, 60.8K engagements


"Trump is not firing J Powell. The fact that the market apparently thought he would shows a severe TDS strain running virulent. I get it. I almost caught some TDS myself but then I saw Dems flying to El Salvador for a MS-13 Gang Banger and recalled how Maui burned down and they were MIA"  
[X Link](https://x.com/BlueDuckCap/status/1914687384354173050)  2025-04-22T14:27Z 13.5K followers, 10.1K engagements


"Sure is something seeing the bears/fintwit influencers who predicted a devastating Depression for weeks now suddenly mad that Trump folded to China - and now we wont get a Depression. The only clown show more spectacular than the tariffs is seeing smart investors get turned into pretzels with their bizarre copes"  
[X Link](https://x.com/anyuser/status/1914820416641900839)  2025-04-22T23:15Z 13.5K followers, 24.3K engagements


"*The following is subjective analysis and not advice in any way shape or form. Please do your own due diligence before arriving at any conclusions. That said - we do own the stock discussed here and believe there's explosive upside - that said again - we could be wrong and have been wrong before. We are simply flagging a unique set up in $AIRS. We anticipate holding this position for at least the next year - but if things change - we might sell. TBD. Occasionally we will take material stakes in what we consider explosive situations where the consensus (in this case bears) are all on one side"  
[X Link](https://x.com/BlueDuckCap/status/1924827790442184975)  2025-05-20T14:01Z 13.5K followers, 25.7K engagements


"@SecKennedy @DrOzCMS @DrMakaryFDA @NIHDirector_Jay You literally just approved a shot with 2.7% adverse event risk. Pull mRNA or resign. Nothing else matters"  
[X Link](https://x.com/BlueDuckCap/status/1930367518746784254)  2025-06-04T20:54Z 13.5K followers, [----] engagements


"@DrPaulOffit https://x.com/drangela4health/status/1930024735146201408 There is no way to spin this positively. 🔥🔥🔥 https://t.co/WufaM405yC https://x.com/drangela4health/status/1930024735146201408 There is no way to spin this positively. 🔥🔥🔥 https://t.co/WufaM405yC"  
[X Link](https://x.com/BlueDuckCap/status/1932273731730346424)  2025-06-10T03:08Z 13.5K followers, [----] engagements


"According to Yipit $GOOGL Gemini added 13mn users in May vs April which is the highest sequential growth in the category indicative of share gain. ChatGPT added 5mn. Most of the rest were flat to slightly down"  
[X Link](https://x.com/anyuser/status/1937641360414437435)  2025-06-24T22:37Z 13.5K followers, 116.3K engagements


"@RWMaloneMD Are you describing the Biden CDC or the new one Bc the new one is supposed to be better than this. Like night and day better. If its not then it is failing as is MAHA and the entire mandate by voters"  
[X Link](https://x.com/anyuser/status/1939803226594828515)  2025-06-30T21:48Z 13.5K followers, 13.6K engagements


"@US_FDA Now do Turbo Cancer"  
[X Link](https://x.com/BlueDuckCap/status/1940114509177176523)  2025-07-01T18:25Z 13.5K followers, [----] engagements


"This is clickbaity but I'll say it anyway: read some VERY bullish channel checks on $GOOGL yesterday. Will likely share with my LPs and may drop the intel here at some point too. Sorry for the provocation"  
[X Link](https://x.com/anyuser/status/1942951436431806779)  2025-07-09T14:18Z 13.5K followers, 17.2K engagements


"Reminder - we will be sharing a new position/idea here on X tomorrow at 9AM EST. We believe the shares have potential to 5-7x in the next 12-18 months"  
[X Link](https://x.com/BlueDuckCap/status/1957915532923138240)  2025-08-19T21:20Z 13.5K followers, 23.3K engagements


"We are LONG Ucore Rare Earth Metals $UURAF $150mn market cap and see potential for 700% returns in 12-18 months using existing comps and conservative production estimates. Investment Thesis Its well understood that China produces 60% of global rare earths. But less understood is that they also control 95% of the global Rare Earth Element (REE) processing capacity. This puts the west in a strategic conundrum not dissimilar to a hypothetical scenario where 95% of oil refining was controlled by China imagine that While companies with REE mining reserves and production capability have commanded"  
[X Link](https://x.com/anyuser/status/1958155810573595011)  2025-08-20T13:15Z 13.5K followers, 52.8K engagements


"We are long Mobilicom $MOB. "Unleashing American Drone Dominance" was signed June 6th. The future of warfare is clear; end to end cyber security for drones has never been more critical. That's what $MOB does - validated by an elite spot on the Blue UAS list. 5x upside pt"  
[X Link](https://x.com/anyuser/status/1971560276832251971)  2025-09-26T12:59Z 13.5K followers, 85.6K engagements


"Warren Buffet buying Oxy Chem for $10B. Left for dead but not forgotten is that $OLN owns the largest Chlor Akali producer in the US (#2 is OxyChem). Top [--] control 70% of industry. Using Buffett's valuation we get an implied CAVP value to $OLN of $6b. Despite some issues as a cyclical turnaround $OLN is still solidly profitable 9% FCF even at trough levels. They have debt (3.5x net debt / trough EBITDA) but no liquidity issues (no debt maturities until [----] [----] bonds trade at [---] to yield 6.2%). Even at trough earnings they are still paying a 3% dividend and still have enough cash flow to"  
[X Link](https://x.com/anyuser/status/1975932572636266910)  2025-10-08T14:33Z 13.5K followers, 31.5K engagements


"Blue Duck Capital HQ CIO seat. AMA"  
[X Link](https://x.com/anyuser/status/1978161828711854526)  2025-10-14T18:11Z 13.5K followers, 77.7K engagements


"@partners_road [--] years - no down years - high teens ARR. [---] sharpe. 1/2 the vol of the market. Dont use leverage except on occasion. Basically a dream return stream ( so far). Dont want your $ though big shot anonymous hedge fund PM - at least I put myself out there"  
[X Link](https://x.com/anyuser/status/1978281911345631572)  2025-10-15T02:08Z 13.5K followers, 11.9K engagements


"lol what kind of douche bag who pretends to be some seasoned veteran HF guy - always bragging about their fancy dinners - who is also above sharing anything thats not anonymous - comes out mocking a start up HF thats bootstrapped it from $3.5mn to $75mn aim with no down years since inception in [----] Sorry I guess we all havent had the Ivy League pedigree or river douche. https://twitter.com/i/web/status/1978286381928698084 https://twitter.com/i/web/status/1978286381928698084"  
[X Link](https://x.com/anyuser/status/1978286381928698084)  2025-10-15T02:26Z 13.5K followers, [----] engagements


"Just know folks - if you want to start your own HF - and can work relentlessly hopefully having paid some dues already - and have a knack for picking trends and some common sense and know how to read a cashflow statement and have just a little capital - do it I can give my advice on how. But there will always be douche bags like RiverRoad who want to tear you down and mock you. Thats ok F em Let the performance do the talking. @BlueDuckCap No disrespect intended but my [--] year old son has a better trading setup. Carry on. @BlueDuckCap No disrespect intended but my [--] year old son has a better"  
[X Link](https://x.com/anyuser/status/1978287707018363156)  2025-10-15T02:31Z 13.5K followers, 137.5K engagements


"A year ago we saw that $AMZN mgmt (@ajassy) and it's board were not getting the job done if we were to define getting the job done as positioning the business for not just business growth but also stock price appreciation. That's called failing shareholders. As one might expect when little old Blue Duck Capital writes the BOD of mighty AMZN our efforts to expose their shortcomings was met with some derision. Totally get that. But - here we are [--] year later and the complaints we articulated then seem to have been prescient and perhaps foretelling of the stagnating stock today if left"  
[X Link](https://x.com/anyuser/status/1978536761711276091)  2025-10-15T19:01Z 13.5K followers, 22.8K engagements


"I could be wrong and obviously have been wrong before. But USUALLY my reads on this stuff have been money good. In this case - I don't think the tape rolls over hard until Chanos the ex JPM quant guru dude and all the other "smart" but never make you $ Fintwit/macro guys capitulate. Still not seeing it. FWIW Not particularly great times to own equities BTW. There were three epic crashes between 1873-96 and two between 2000-09. Not particularly great times to own equities BTW. There were three epic crashes between 1873-96 and two between 2000-09"  
[X Link](https://x.com/anyuser/status/1978587298553036889)  2025-10-15T22:22Z 13.5K followers, 34.5K engagements


"Would love to hear from any frustrated $AMZN employees who were hired [--] years ago w/ a [--] year options vesting plan that has not panned out as "modeled" by the company. My bet is that internally there's considerable frustration"  
[X Link](https://x.com/anyuser/status/1978946991649390833)  2025-10-16T22:11Z 13.5K followers, 28K engagements


"Rather than the typical boring overly technical word salad from @ajassy on the $AMZN Q3 call I recommend that they lift the skirt on robotics and tell us what they are really doing here and quantify the savings / accretive nature of moving from humans to robots.give us something for once - just once. $AMZN Morgan Stanley sees Amazon's robotics rollout driving up to $4bn in savings by [----] $AMZN Morgan Stanley sees Amazon's robotics rollout driving up to $4bn in savings by 2027"  
[X Link](https://x.com/anyuser/status/1981017253463339264)  2025-10-22T15:18Z 13.5K followers, 18.8K engagements


"$AMZN cutting 30k corp jobs. Saves about $6B in cash burn assuming $200k avg salary. In late [----] and into [----] they cut 27k corp jobs. So in [----] incremental costs (added OPEX vs 2022) declined to $36B down from $57B in [----]. As a result incremental margins surged to 50% (the highest ever). Bullish"  
[X Link](https://x.com/anyuser/status/1982887963530043411)  2025-10-27T19:11Z 13.5K followers, 84.8K engagements


"Don't see how $META works long if expenses growing near 30% into [----] absent an obvious new product monetization opportunity such as Reels"  
[X Link](https://x.com/anyuser/status/1983649232902132098)  2025-10-29T21:36Z 13.5K followers, 17.2K engagements


"$AMZN already pacing ahead of this very bullish Anthropic driven math"  
[X Link](https://x.com/anyuser/status/1983998536678306053)  2025-10-30T20:44Z 13.5K followers, [----] engagements


"$AMZN and $META capex growth not the same. AMZN gets immediate ROIC as they monetize the new capex (AWS capacity) immediately. META the path is by definition less clear. Doesn't mean it won't work - but still less clear"  
[X Link](https://x.com/anyuser/status/1984012577920483654)  2025-10-30T21:40Z 13.5K followers, [----] engagements


"Couldn't give $GOOGL away when we got bullish early in [----]. Now every single X post is salivating. We out. $GOOGL https://t.co/fpPPyO7CoG $GOOGL https://t.co/fpPPyO7CoG"  
[X Link](https://x.com/anyuser/status/1991190093009224099)  2025-11-19T17:01Z 13.5K followers, 33.2K engagements


"$NVDA guiding to 14% sequential revenue growth which the will beat. Q4 last year was +12% seq. The inventory build is in advance of sales reacceleration and may not be the bearish red herring that a bunch of X users on here seem to think. For all the angst and borderline consensus view that we are in a massive AI bubble - these results suggest the bubble ain't done. Not even close"  
[X Link](https://x.com/anyuser/status/1991311934784930140)  2025-11-20T01:05Z 13.5K followers, 13.9K engagements

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