# ![@C95524Cj Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1933873067790389248.png) @C95524Cj CJ Gilchrist

CJ Gilchrist posts on X about $abnb, $hzo, $mbuu, $clpt the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1933873067790389248/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1933873067790389248/c:line/m:interactions.svg)

- [--] Week [------] +268%
- [--] Month [------] +382%
- [--] Months [------] +26,010%

### Mentions: [--] [#](/creator/twitter::1933873067790389248/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1933873067790389248/c:line/m:posts_active.svg)

- [--] Week [--] +21%
- [--] Month [--] +46%
- [--] Months [---] +7,750%

### Followers: [--] [#](/creator/twitter::1933873067790389248/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1933873067790389248/c:line/m:followers.svg)

- [--] Week [--] +4%
- [--] Month [--] +6.10%

### CreatorRank: [-------] [#](/creator/twitter::1933873067790389248/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1933873067790389248/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  58% [technology brands](/list/technology-brands)  32% [cryptocurrencies](/list/cryptocurrencies)  16% [finance](/list/finance)  16% [automotive brands](/list/automotive-brands)  8% [luxury brands](/list/luxury-brands)  6% [financial services](/list/financial-services)  3% [social networks](/list/social-networks)  2% [exchanges](/list/exchanges)  2% [celebrities](/list/celebrities)  1%

**Social topic influence**
[$abnb](/topic/$abnb) #229, [$hzo](/topic/$hzo) 17%, [$mbuu](/topic/$mbuu) #1, [$clpt](/topic/$clpt) 13%, [ai](/topic/ai) 12%, [$ccc](/topic/$ccc) #1, [$spot](/topic/$spot) 9%, [$nyt](/topic/$nyt) 7%, [business](/topic/business) 6%, [$rjf](/topic/$rjf) 6%

**Top accounts mentioned or mentioned by**
[@realroseceline](/creator/undefined) [@jackmallers](/creator/undefined) [@clarksquarecap](/creator/undefined) [@benthompson](/creator/undefined) [@royaltyexchange](/creator/undefined) [@ft](/creator/undefined) [@crosscheckc](/creator/undefined) [@jerrycap](/creator/undefined) [@twentyone](/creator/undefined) [@nyse](/creator/undefined) [@softbank](/creator/undefined) [@beckyquick](/creator/undefined) [@andrewrsorkin](/creator/undefined) [@bullishbets0](/creator/undefined) [@chitchatstocks](/creator/undefined) [@riviantrackr](/creator/undefined) [@jack](/creator/undefined) [@lilnickysmith](/creator/undefined) [@sleepwellcap](/creator/undefined) [@fcompounders](/creator/undefined)

**Top assets mentioned**
[Airbnb, Inc. (ABNB)](/topic/$abnb) [Coconut Chicken (CCC)](/topic/$ccc) [Spotify Technology (SPOT)](/topic/$spot) [New York Times Co. (NYT)](/topic/$nyt) [Raymond James Financial, Inc. (RJF)](/topic/$rjf) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Ferrari N.V. (RACE)](/topic/$race) [Block, Inc. (XYZ)](/topic/$xyz) [Markel, Corp. (MKL)](/topic/$mkl) [Cantor Equity Partners, Inc. Class A Ordinary Shares (CEP)](/topic/$xxi) [Tesla, Inc. (TSLA)](/topic/$tsla) [DarkShield Games Studio (DKS)](/topic/$dks) [Vital Farms, Inc. (VITL)](/topic/$vitl) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Booking Holdings Inc (BKNG)](/topic/$bkng) [uniQure N.V. (QURE)](/topic/$qure) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Brunswick Corporation (BC)](/topic/$bc) [BlackRock Inc (BLK)](/topic/blackrock) [Onewater Marine, Inc. (ONEW)](/topic/$onew) [RAI Finance (SOFI)](/topic/$sofi) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Goldman Sachs (GS)](/topic/goldman-sachs) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [LPL Financial Holdings, Inc. (LPLA)](/topic/$lpla) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Netflix Inc (NFLX)](/topic/$nflx) [Copart, Inc. (CPRT)](/topic/$cprt) [Danaher Corporation (DHR)](/topic/$dhr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@ClarkSquareCap I just don't see how the industry-standard O/S partnered with education and deploying AI themselves will be displaced by AI vibe coding. Major insurers all partners highly fragmented repair mom & pops $CCC 8%-ish FCF yield low double-digit FCF growth https://ir.cccis.com/news-releases/news-release-details/ccc-intelligent-solutions-and-cref-share-findings-new-study https://ir.cccis.com/news-releases/news-release-details/ccc-intelligent-solutions-and-cref-share-findings-new-study"  
[X Link](https://x.com/C95524Cj/status/2020975700820611328)  2026-02-09T21:38Z [--] followers, [----] engagements


"💯🔥 I've been saying it for months: The AI hype will die. And I'm watching it happen in real time. Let me tell you something about market cycles after [--] years on Wall Strett: When everyone believes the same story when valuations price in perfection when "this time is different" https://t.co/dvHqYmFKKb I've been saying it for months: The AI hype will die. And I'm watching it happen in real time. Let me tell you something about market cycles after [--] years on Wall Strett: When everyone believes the same story when valuations price in perfection when "this time is different""  
[X Link](https://x.com/C95524Cj/status/2021939055228072423)  2026-02-12T13:26Z [--] followers, [--] engagements


"$ABNB Now do FCF. ;) Airbnb Annual Revenues $ABNB https://t.co/bwghTf3N3Y Airbnb Annual Revenues $ABNB https://t.co/bwghTf3N3Y"  
[X Link](https://x.com/C95524Cj/status/2022283272064287170)  2026-02-13T12:14Z [--] followers, [----] engagements


"@realroseceline Original $TSLA thesis was 10% dealer margin goes away 10% parts supplier margin goes away and annual ICE maint exp goes away.as long as ICE is the competition should have 20-30% margin advantage.and $TSLA did it.for a Q or two. $RIVN is next"  
[X Link](https://x.com/C95524Cj/status/2022489440036458593)  2026-02-14T01:53Z [--] followers, [---] engagements


""Scale Economies shared". Others should fear. $GOOGL Stratechery's @benthompson: "I think the ideal outcome for Google is they never put ads in Gemini but they understand so much about you because of what you do in Gemini that they can then manifest that through ads on YouTube through ads on Google through ads on their other Stratechery's @benthompson: "I think the ideal outcome for Google is they never put ads in Gemini but they understand so much about you because of what you do in Gemini that they can then manifest that through ads on YouTube through ads on Google through ads on their other"  
[X Link](https://x.com/C95524Cj/status/2021946655642464621)  2026-02-12T13:57Z [--] followers, [--] engagements


"I think this can be coined "EVERYONE is All-in" (things that make you go hmmmmm.) Appaloosa BlackRock Blackstone https://t.co/uuHoYWB3tF Appaloosa BlackRock Blackstone https://t.co/uuHoYWB3tF"  
[X Link](https://x.com/C95524Cj/status/2022037335505088790)  2026-02-12T19:57Z [--] followers, [---] engagements


"Particularly if the industry vertical SaaS company vibe codes it themselves first. $ABNB $CCC @BullishBets0 Part of why I love $ABNB business so much is you can't vibe code it the value is in the marketplace and the platform + great team and management/founder @BullishBets0 Part of why I love $ABNB business so much is you can't vibe code it the value is in the marketplace and the platform + great team and management/founder"  
[X Link](https://x.com/C95524Cj/status/2022086223121318240)  2026-02-12T23:11Z [--] followers, [---] engagements


"@chitchatstocks $CCC"  
[X Link](https://x.com/C95524Cj/status/2022496239045218448)  2026-02-14T02:20Z [--] followers, [--] engagements


"@ClarkSquareCap $CCC is basically the O/S for collision repair industry.from fragmented mom & pop collision repair into parts suppliers and 90%+ of major auto insurers. Using AI to est cost procure parts relay to ins co w/consistency individual adjustors cannot provide in fraction of time"  
[X Link](https://x.com/C95524Cj/status/2020988151955849621)  2026-02-09T22:28Z [--] followers, [---] engagements


"Best tweet since Deepseek moment. There are [--] million white collar workers in the US If you truly believe the government is going to allow [--] million ppl to lose their jobs and not ban the use of AI you do not understand human beings or incentives AI doom porn is being taken way too far There are [--] million white collar workers in the US If you truly believe the government is going to allow [--] million ppl to lose their jobs and not ban the use of AI you do not understand human beings or incentives AI doom porn is being taken way too far"  
[X Link](https://x.com/C95524Cj/status/2022076431233429940)  2026-02-12T22:32Z [--] followers, [--] engagements


"Better than de-commissioning models and going for the moon or mars or x or. $RIVN @RivianTrackr Imagine having a $15 PT when the company just beat revenue and confirmed R2 for Q2. UBS is cooked. $25+ is more like it. This hardware-to-software pivot is the real deal $RIVN @RivianTrackr Imagine having a $15 PT when the company just beat revenue and confirmed R2 for Q2. UBS is cooked. $25+ is more like it. This hardware-to-software pivot is the real deal $RIVN"  
[X Link](https://x.com/C95524Cj/status/2022086700995105106)  2026-02-12T23:13Z [--] followers, [--] engagements


"💯🔥 $HZO $MKL $SPOT $NYT $RACE $DKS $RJF $VITL $RIVN $MBUU $HGTY Thats why all this AI and Software talk doesnt bother me at all. Just focus on what will not change Technology is inherently a rapidly changing industry so why bother trying to predict it Just stick to industries that hardly change https://t.co/4BSjPKVUTF Thats why all this AI and Software talk doesnt bother me at all. Just focus on what will not change Technology is inherently a rapidly changing industry so why bother trying to predict it Just stick to industries that hardly change https://t.co/4BSjPKVUTF"  
[X Link](https://x.com/C95524Cj/status/2022666103059890507)  2026-02-14T13:35Z [--] followers, [--] engagements


"Short Interest: $HZO 19.4% $MBUU 6% $BC 5% $ONEW 10% $HZO $MBUU https://t.co/qSCl3bduvJ $HZO $MBUU https://t.co/qSCl3bduvJ"  
[X Link](https://x.com/C95524Cj/status/2008575768180519262)  2026-01-06T16:25Z [--] followers, [---] engagements


"$VITL The Golden Goose is actually a Chicken: Analyzing $VITL 🧐 The "Chicken" Philosophy When Bill Gates was once asked: "If you were living in extreme poverty what would you do to improve your life" His answer was clear: "Id want to raise chickens." He explained that they The Golden Goose is actually a Chicken: Analyzing $VITL 🧐 The "Chicken" Philosophy When Bill Gates was once asked: "If you were living in extreme poverty what would you do to improve your life" His answer was clear: "Id want to raise chickens." He explained that they"  
[X Link](https://x.com/C95524Cj/status/2016930915658948736)  2026-01-29T17:46Z [--] followers, [---] engagements


"Hope @jackmallers and @jack are listening to $SOFI earnings call. $XXI $XYZ"  
[X Link](https://x.com/C95524Cj/status/2017252577805500686)  2026-01-30T15:04Z [--] followers, [---] engagements


"$HZO $MBUU "We had a great show. MarineMax was up [--] percent in unit sales year over year spanning our SeaRay Nautique Cruisers Yachts and pontoon lines" noted TJ Ortmann GM of MarineMax Rogers/Excelsior"  
[X Link](https://x.com/C95524Cj/status/2017598928041226521)  2026-01-31T14:00Z [--] followers, [---] engagements


"$HZO $MBUU "Winter boat shows have started off strong for Chaparral and Robalo. Attendance is on par with last year and we're seeing a noticeable uptick in first-time buyers entering the market. We're excited by this momentum" said Aaron Krenzer Chaparral and Robalo Boats"  
[X Link](https://x.com/C95524Cj/status/2017599267272278390)  2026-01-31T14:02Z [--] followers, [---] engagements


"@lilnickysmith Shorts gotta be squirming. $HZO"  
[X Link](https://x.com/C95524Cj/status/2018425791269286056)  2026-02-02T20:46Z [--] followers, [---] engagements


"$DKNG $FLUT BetMGM results pretty solid. https://investors.mgmresorts.com/2026-02-04-BETMGM-FY-2025-BUSINESS-UPDATE https://investors.mgmresorts.com/2026-02-04-BETMGM-FY-2025-BUSINESS-UPDATE"  
[X Link](https://x.com/C95524Cj/status/2019025783604290033)  2026-02-04T12:30Z [--] followers, [---] engagements


"$DKNG $FLUT Imagine if prediction markets favor the big bettors at the expense of everyday bettors. Bad look. https://www.bloomberg.com/news/articles/2026-02-04/kalshi-claims-extortion-then-recants-in-prediction-markets-gambling-feudsrnd=homepage-americas https://www.bloomberg.com/news/articles/2026-02-04/kalshi-claims-extortion-then-recants-in-prediction-markets-gambling-feudsrnd=homepage-americas"  
[X Link](https://x.com/C95524Cj/status/2019031831618990506)  2026-02-04T12:54Z [--] followers, [---] engagements


"$NYT "Cost pressures were isolated to incentive compensation due to top line excess performance" $NYT Q4 [----] earnings: Digital Ad Engine Roars But Costs Limit Margin Expansion The New York Times delivered a robust finish to [----] driven by a massive acceleration in Digital Advertising revenue (+24.9% YoY) and steady subscriber gains (+450k net digital adds). However the $NYT Q4 [----] earnings: Digital Ad Engine Roars But Costs Limit Margin Expansion The New York Times delivered a robust finish to [----] driven by a massive acceleration in Digital Advertising revenue (+24.9% YoY) and steady"  
[X Link](https://x.com/C95524Cj/status/2019038919803953155)  2026-02-04T13:22Z [--] followers, [---] engagements


"I remember visiting $ISRG lab early on where surgeons were brought in to use the system on animals for training. It sure seems to me that $CLPT is the key platform to bring both neurosurgeons and gene therapy companies into standardization. Re-imbursement will follow. $clpt Russell Lonser interview 17:53 talks about gene therapy and real time delivery about the [--] minute mark is where I would stop. Its a new paradigm We are now thinking about how do we scale this technology and techniques https://t.co/pzQZJBuf3h $clpt Russell Lonser interview 17:53 talks about gene therapy and real time"  
[X Link](https://x.com/C95524Cj/status/2019156040990732646)  2026-02-04T21:08Z [--] followers, [----] engagements


"The odds for an average bettor must be horrible on prediction markets. Like trading against Goldman Sachs. $DKNG $FLUT https://www.bloomberg.com/news/articles/2026-02-05/super-bowl-lx-is-bringing-professional-gamblers-to-prediction-marketssrnd=homepage-americas https://www.bloomberg.com/news/articles/2026-02-05/super-bowl-lx-is-bringing-professional-gamblers-to-prediction-marketssrnd=homepage-americas"  
[X Link](https://x.com/C95524Cj/status/2019757032220582189)  2026-02-06T12:56Z [--] followers, [---] engagements


"$RIVN $GNRC $TSLA Cost: $TSLA solar array and [--] Powerwalls (2.5 days backup) $51000 $TSLA [--] Powerwalls (2.5 days backup) $20000 $GNRC nat gas gen (unlimited) $20000 $RIVN R2 V2H (2.5 days backup) $0 (buying car anyway) [--] $RIVN V2H (5-7 days backup) $0 R2 is homerun"  
[X Link](https://x.com/C95524Cj/status/2019832003571614099)  2026-02-06T17:54Z [--] followers, [--] engagements


"@SleepwellCap I still believe $SPOT is to musicians what $AMZN is to manufacturers.Aggregator platform. Will take time but 50-70% to labels is a joke. Own the songwriter royalties @royaltyexchange and $SPOT"  
[X Link](https://x.com/C95524Cj/status/2019835094635257967)  2026-02-06T18:06Z [--] followers, [---] engagements


"@F_Compounders The key is finding the NEXT share cannibals.not the past. $ABNB $XYZ $MKL $DKS $NYT $RJF $DKNG $RACE $HZO $MBUU"  
[X Link](https://x.com/C95524Cj/status/2020930672374972636)  2026-02-09T18:39Z [--] followers, [---] engagements


"@firstadopter $SPOT honestly sounds the most prepared of any. "Spammy Music" got them ready before other industries"  
[X Link](https://x.com/C95524Cj/status/2021219562423775563)  2026-02-10T13:47Z [--] followers, [---] engagements


"OMG. "Yeah and ETFs were going to kill the advisor business model.after the mutual fund business had killed them". $RJF $SCHW Well now AI is coming for brokers and money managers after Altruist has launched a new AI powered planner for clients. Every day is a new day for AI to one-shot some sector. Yesterday was insurance brokers todays money managers / brokerages. Everyday is SAAS $LPLA $RJF https://t.co/W2F9IDdQ6e Well now AI is coming for brokers and money managers after Altruist has launched a new AI powered planner for clients. Every day is a new day for AI to one-shot some sector."  
[X Link](https://x.com/C95524Cj/status/2021267519755927904)  2026-02-10T16:58Z [--] followers, [---] engagements


"$RACE Special franchise reasonable valuation Ferrari reassures investors with better than expected forecasts via @ft https://www.ft.com/content/e6d68d35-f801-4414-8788-9ea861b1997d https://www.ft.com/content/e6d68d35-f801-4414-8788-9ea861b1997d"  
[X Link](https://x.com/C95524Cj/status/2021572677912125505)  2026-02-11T13:11Z [--] followers, [--] engagements


"@FatTailCapital @PythiaR Now try vibe coding last mile delivery and warehouses. $AMZN Starting to feel like fear trade getting out of control"  
[X Link](https://x.com/C95524Cj/status/2021934157585408142)  2026-02-12T13:07Z [--] followers, [---] engagements


"#SaaSpocalypse overstated Particularly for those actively deploying AI $CCC https://www.cnbc.com/2026/02/12/aws-ceo-garman-software-ai-fears.html https://www.cnbc.com/2026/02/12/aws-ceo-garman-software-ai-fears.html"  
[X Link](https://x.com/C95524Cj/status/2022046974313476316)  2026-02-12T20:35Z [--] followers, [--] engagements


"$CCC $ABNB $SPOT"  
[X Link](https://x.com/C95524Cj/status/2022344165342994862)  2026-02-13T16:16Z [--] followers, [---] engagements


"$ABNB acceleration incoming $ABNB 4Q'25 update read the full piece here: https://t.co/IRCauQmXUK https://t.co/SBuxdGnUj1 $ABNB 4Q'25 update read the full piece here: https://t.co/IRCauQmXUK https://t.co/SBuxdGnUj1"  
[X Link](https://x.com/anyuser/status/2022353620931613159)  2026-02-13T16:54Z [--] followers, [--] engagements


""But they'll never get gross margin expansion" LOL $SPOT This comment during $SPOT earnings call gives us a hint of what they got in the last round of label negotiations and basically confirms that price increases drive Gross Margin leverage. "The price increases that we have done are going to outpace the net content cost in 2026." This comment during $SPOT earnings call gives us a hint of what they got in the last round of label negotiations and basically confirms that price increases drive Gross Margin leverage. "The price increases that we have done are going to outpace the net content"  
[X Link](https://x.com/C95524Cj/status/2021624318795694446)  2026-02-11T16:36Z [--] followers, [--] engagements


"but.but.but the #SaaSpocalypse $ABNB $CCC $ABNB CEO on their AI usage in customer support We built a custom AI agent trained on millions of our support interactions. It's already resolving a third of our support issues without needing a live specialist & resolution times are significantly faster." $ABNB CEO on their AI usage in customer support We built a custom AI agent trained on millions of our support interactions. It's already resolving a third of our support issues without needing a live specialist & resolution times are significantly faster.""  
[X Link](https://x.com/C95524Cj/status/2022083297107689479)  2026-02-12T23:00Z [--] followers, [---] engagements


"$CLPT Some investments feel better than others. $clpt aadc Spanish translation special stuff Miracles of Science The daughter of a town in Barcelona has an ultra-rare disease known as childhood Parkinsons that affects only [---] children worldwide. Science is advancing and at times being born again becomes almost a $clpt aadc Spanish translation special stuff Miracles of Science The daughter of a town in Barcelona has an ultra-rare disease known as childhood Parkinsons that affects only [---] children worldwide. Science is advancing and at times being born again becomes almost a"  
[X Link](https://x.com/C95524Cj/status/2022130286163898855)  2026-02-13T02:06Z [--] followers, [---] engagements


"$SPOT I think people dont understand the positions of $SPOT and $NFLX in the value chain. These are first and foremost distribution companies with great scale. They source content from the upstream content suppliers like artists labels and studios. When AI makes content creation I think people dont understand the positions of $SPOT and $NFLX in the value chain. These are first and foremost distribution companies with great scale. They source content from the upstream content suppliers like artists labels and studios. When AI makes content creation"  
[X Link](https://x.com/C95524Cj/status/2022337862604337661)  2026-02-13T15:51Z [--] followers, [--] engagements


"@realroseceline EVs are glorified golf carts.and I love them.3x $TSLA (X [--] & Y) 1x $RIVN owner with R2 on the way.and why 100% China tariffs and 'premiumization' matters. 1/10 the number of parts vs ICE no dealer network.software margins. +$RIVN"  
[X Link](https://x.com/C95524Cj/status/2022483957435306011)  2026-02-14T01:32Z [--] followers, [---] engagements


"Ommm.don't dismiss $CCC add.sizable. SaaS deploying AI Chuck Akre has a great portfolio with strong moaty companies so always curious to see what he does. In Q4-25 he added to $CPRT and sold most of his $DHR position. Is $CPRT a buy here https://t.co/1kp8TDHZKs Chuck Akre has a great portfolio with strong moaty companies so always curious to see what he does. In Q4-25 he added to $CPRT and sold most of his $DHR position. Is $CPRT a buy here https://t.co/1kp8TDHZKs"  
[X Link](https://x.com/C95524Cj/status/2022492616521339013)  2026-02-14T02:06Z [--] followers, [--] engagements


"And it feels like there are another [--] using @X to post interesting tweets. (smh) #EndTheBots Omg. 😳 @X is operating with [--] - count em 30( - people in the ENTIRE company. It had [----] people pre-Elon. Read that again - you cannot possibly comprehend the waste in Silicon Valley. No matter how much waste you think there is you arent thinking hard enough. https://t.co/pOq4VL98HJ Omg. 😳 @X is operating with [--] - count em 30( - people in the ENTIRE company. It had [----] people pre-Elon. Read that again - you cannot possibly comprehend the waste in Silicon Valley. No matter how much waste you"  
[X Link](https://x.com/C95524Cj/status/2022040107684163831)  2026-02-12T20:08Z [--] followers, [--] engagements


"VERY interesting. $ABNB $GOOGL $GOOG #SaaSpocalypse unwind gonna be fun to watch. $ABNB CEO: AI traffic converts better than Google ".what we see is that traffic that comes from chatbots converts at a higher rate than traffic that comes from Google." $GOOG $GOOGL $ABNB CEO: AI traffic converts better than Google ".what we see is that traffic that comes from chatbots converts at a higher rate than traffic that comes from Google." $GOOG $GOOGL"  
[X Link](https://x.com/C95524Cj/status/2022085710900306093)  2026-02-12T23:09Z [--] followers, [---] engagements


"$CCC $ABNB https://x.com/i/status/2021999185172775288 https://t.co/KRlTbtnA8A https://x.com/i/status/2021999185172775288 https://t.co/KRlTbtnA8A"  
[X Link](https://x.com/C95524Cj/status/2022781389641519570)  2026-02-14T21:13Z [--] followers, [--] engagements


"@CrosscheckC I was merely trying to highlight we may be close to or below liquidation value.and save 19% short some hideous potential losses. $HZO"  
[X Link](https://x.com/C95524Cj/status/1992977739847192655)  2025-11-24T15:24Z [--] followers, [---] engagements


"@CrosscheckC $BX buying marinas nimby is real in this space higher margin business recurring. Significant structural business model improvement since [----]. $300k is what I see hoist rights trading at upper Midwest. Was trying to be conservative"  
[X Link](https://x.com/C95524Cj/status/1992979275566424234)  2025-11-24T15:31Z [--] followers, [---] engagements


"$SPOT Spotify to raise US prices in first quarter of next year via @ft https://www.ft.com/content/fb490480-5d9a-495f-8c23-f34149bbcadb https://www.ft.com/content/fb490480-5d9a-495f-8c23-f34149bbcadb"  
[X Link](https://x.com/C95524Cj/status/1993297473964851454)  2025-11-25T12:35Z [--] followers, [--] engagements


"$ABNB Platform Aggregator Economics @benthompson Airbnb Revenues Per Employee $ABNB https://t.co/YNXPbEbhKg Airbnb Revenues Per Employee $ABNB https://t.co/YNXPbEbhKg"  
[X Link](https://x.com/C95524Cj/status/1993377760044343340)  2025-11-25T17:54Z [--] followers, [---] engagements


"$ABNB "Super-App" Airbnb CEO Brian Chesky: "We were going through this and it turns out there's dozens and dozens and dozens of services that you can't easily book online. There's no review system it's not instantly bookable and you don't know what you're actually getting." $ABNB https://t.co/Fmf3YpMnx5 Airbnb CEO Brian Chesky: "We were going through this and it turns out there's dozens and dozens and dozens of services that you can't easily book online. There's no review system it's not instantly bookable and you don't know what you're actually getting." $ABNB https://t.co/Fmf3YpMnx5"  
[X Link](https://x.com/C95524Cj/status/1993378176740081747)  2025-11-25T17:56Z [--] followers, [---] engagements


"$ABNB 100%. And a share cannibal rolling in experiences.also highly fragmented no route to market review dependent. $ABNB is an unreplicable n of [--] business that is a monopoly in global alternative accommodations. https://t.co/jU5iGgyFJd $ABNB is an unreplicable n of [--] business that is a monopoly in global alternative accommodations. https://t.co/jU5iGgyFJd"  
[X Link](https://x.com/C95524Cj/status/1993687404088078421)  2025-11-26T14:24Z [--] followers, [---] engagements


"@JerryCap "Monopoly" really triggered people."winner takes most" more palatable. To me it is a clear aggregator platform that is also targeting Gen Z trend (favor simplicity) toward travel agents by rolling in experiences"  
[X Link](https://x.com/C95524Cj/status/1993758504004538579)  2025-11-26T19:07Z [--] followers, [---] engagements


"@JerryCap Flights are super easy to book separately.prefer loyalty and direct flights to OTA complexity missing airlines. Cars easy too.especially with Uber displacing. Experiences however take significant time on TRIP.need the recommendation engine and natural add for $ABNB"  
[X Link](https://x.com/C95524Cj/status/1993759132726518043)  2025-11-26T19:09Z [--] followers, [--] engagements


"$ABNB This escalated quickly. LOL. Dear God Its Beautiful It's $ABNB It's a MONOPOLY https://t.co/cMHGqSNh3b Dear God Its Beautiful It's $ABNB It's a MONOPOLY https://t.co/cMHGqSNh3b"  
[X Link](https://x.com/C95524Cj/status/1994069040554545538)  2025-11-27T15:41Z [--] followers, [---] engagements


"@hiddensmallcaps $HZO $MBUU $XYZ $DKNG $ABNB $CCCS"  
[X Link](https://x.com/C95524Cj/status/1994805683494285624)  2025-11-29T16:28Z [--] followers, [---] engagements


"That's A LOT of potential new subs. $SPOT $SPOT Spotify CFO: Strong free-to-paid funnel conversion continues to underpin subscriber growth "I think we forget to talk about that sometimes but 60% of our subscribers come from our free tier. So it's really a funnel a sales funnel for us" $SPOT Spotify CFO: Strong free-to-paid funnel conversion continues to underpin subscriber growth "I think we forget to talk about that sometimes but 60% of our subscribers come from our free tier. So it's really a funnel a sales funnel for us""  
[X Link](https://x.com/C95524Cj/status/1994844866380185641)  2025-11-29T19:04Z [--] followers, [--] engagements


"$ABNB Enabling entrepreneurs https://www.cnbc.com/2025/11/29/evergreen-cabin-rental-property-new-york.html https://www.cnbc.com/2025/11/29/evergreen-cabin-rental-property-new-york.html"  
[X Link](https://x.com/C95524Cj/status/1995108528852439172)  2025-11-30T12:31Z [--] followers, [--] engagements


"@TSOH_Investing IMO.investor 'love' for one and 'utter hatred' for the other is purely about entry valuation not business underperformance. $BKNG $ABNB"  
[X Link](https://x.com/C95524Cj/status/1995148647043137728)  2025-11-30T15:11Z [--] followers, [---] engagements


"Bot a $CEP flyer. Let's do this @jackmallers"  
[X Link](https://x.com/C95524Cj/status/1995919691362279439)  2025-12-02T18:15Z [--] followers, [---] engagements


"Overcome the blood-brain barrier with $CLPT Recent tragic deaths in high-dose systemic AAV gene therapy trials are a stark reminder that HOW we deliver these therapies matters as much as WHAT we deliver. And that's why from day one we designed our Alzheimers gene therapy to be (a) neuron-specific and (b) locally Recent tragic deaths in high-dose systemic AAV gene therapy trials are a stark reminder that HOW we deliver these therapies matters as much as WHAT we deliver. And that's why from day one we designed our Alzheimers gene therapy to be (a) neuron-specific and (b) locally"  
[X Link](https://x.com/C95524Cj/status/1996379300241801655)  2025-12-04T00:41Z [--] followers, [----] engagements


"$CEP $XXI Let's go https://t.co/Q6w6s8GJt8 https://t.co/Q6w6s8GJt8"  
[X Link](https://x.com/C95524Cj/status/1996388340749508912)  2025-12-04T01:17Z [--] followers, [---] engagements


"@realroseceline I am recovering growth PM that worked in a value shop too - [--] yrs I'm having trouble seeing beyond Einhorn's thesis of buybacks are the only way to get performance based in fundamentals in a passive ETF wave.ala AZO BKNG etc Am I losing my mind "Outliers" by Thorndike"  
[X Link](https://x.com/C95524Cj/status/1996720322465161564)  2025-12-04T23:16Z [--] followers, [---] engagements


"$CLPT $clpt Neurona Its all special but this right here is even crazier really remarkable stuff Low-Dose Bilateral Study: Bilateral MTLE with or without MTS Early Efficacy: Months 1-6 Post-Administration (n=4)* 93% median reduction in disabling seizures 75% (3/4) responder $clpt Neurona Its all special but this right here is even crazier really remarkable stuff Low-Dose Bilateral Study: Bilateral MTLE with or without MTS Early Efficacy: Months 1-6 Post-Administration (n=4)* 93% median reduction in disabling seizures 75% (3/4) responder"  
[X Link](https://x.com/C95524Cj/status/1998044676352627034)  2025-12-08T14:59Z [--] followers, [---] engagements


"@twentyone @jackmallers @NYSE @Tether_to @SoftBank Give us a fully diluted shares outstanding so we can make intelligent decisions. #transparency"  
[X Link](https://x.com/C95524Cj/status/1998435491834900965)  2025-12-09T16:52Z [--] followers, [---] engagements


"@TheTranscript_ Not true for $ABNB unless every single property owner develops own website for property. LOL. $BKNG $EXPE"  
[X Link](https://x.com/C95524Cj/status/1998457418741899755)  2025-12-09T18:19Z [--] followers, [---] engagements


"@realroseceline You make too much sense. We still aren't there on a lot of these. $COST $RACE etc"  
[X Link](https://x.com/C95524Cj/status/1999160428333842721)  2025-12-11T16:52Z [--] followers, [---] engagements


"$CCC https://finance.yahoo.com/news/ccc-announces-500-million-share-133000187.html https://finance.yahoo.com/news/ccc-announces-500-million-share-133000187.html"  
[X Link](https://x.com/C95524Cj/status/1999489195795226812)  2025-12-12T14:39Z [--] followers, [--] engagements


"$CLPT https://www.fda.gov/news-events/press-announcements/fda-eliminates-major-barrier-using-real-world-evidence-drug-and-device-application-reviews https://www.fda.gov/news-events/press-announcements/fda-eliminates-major-barrier-using-real-world-evidence-drug-and-device-application-reviews"  
[X Link](https://x.com/C95524Cj/status/2000724141373317543)  2025-12-16T00:26Z [--] followers, [----] engagements


"Said it a while ago. $QURE may be about pricing not about science. $CLPT https://x.com/C95524Cj/status/1986860797440761960 Interesting segment on [--] minutes last night that impacts $QURE and other gene therapies. Discussed the problems in the US with who is going to pay for these high-priced treatments. US needs to pass legislation soon so when the tsunami of approvals happens we are ready. $SRPT https://x.com/C95524Cj/status/1986860797440761960 Interesting segment on [--] minutes last night that impacts $QURE and other gene therapies. Discussed the problems in the US with who is going to pay"  
[X Link](https://x.com/C95524Cj/status/2000729392973275631)  2025-12-16T00:47Z [--] followers, [----] engagements


"$CLPT $clpt This is like a cheat code you might want to start thinking about why clearpoint keeps winning all these programs as the delivery partner. This article has gems on the ecosystem of clearpoint. Some key things here you work with the best neurosurgeons in the world who do $clpt This is like a cheat code you might want to start thinking about why clearpoint keeps winning all these programs as the delivery partner. This article has gems on the ecosystem of clearpoint. Some key things here you work with the best neurosurgeons in the world who do"  
[X Link](https://x.com/C95524Cj/status/2001323137812881798)  2025-12-17T16:06Z [--] followers, [---] engagements


"Well done @BeckyQuick With precision delivery by $CLPT and mRNA technology I hope to see many of these rare diseases solved in my lifetime. Over-coming the blood-brain barrier is a game changer https://www.cnbc.com/2026/01/08/cnbcs-becky-quick-details-daughters-rare-disease-journey.html https://www.cnbc.com/2026/01/08/cnbcs-becky-quick-details-daughters-rare-disease-journey.html"  
[X Link](https://x.com/C95524Cj/status/2009259578538516586)  2026-01-08T13:43Z [--] followers, [---] engagements


"$CLPT $CLPT JUST IN: $QURE announces a Type A meeting with the FDA to discuss the BLA data package in support of accelerated approval for AMT-130. 👀 We look forward to a constructive discussion with the FDA as we work toward a timely resolution regarding an accelerated approval https://t.co/DW9jkd0L57 $CLPT JUST IN: $QURE announces a Type A meeting with the FDA to discuss the BLA data package in support of accelerated approval for AMT-130. 👀 We look forward to a constructive discussion with the FDA as we work toward a timely resolution regarding an accelerated approval"  
[X Link](https://x.com/C95524Cj/status/2009623861357150382)  2026-01-09T13:50Z [--] followers, [---] engagements


"$CLPT For those like me who didn't know the difference between a type A and type B meeting with the FDA. Today's $QURE news is a good sign it is not over YET but will be soon. Will look back at the extreme buying opportunity this fiasco turned out to be. https://t.co/olb9zqd2Cm For those like me who didn't know the difference between a type A and type B meeting with the FDA. Today's $QURE news is a good sign it is not over YET but will be soon. Will look back at the extreme buying opportunity this fiasco turned out to be. https://t.co/olb9zqd2Cm"  
[X Link](https://x.com/C95524Cj/status/2009661497144938844)  2026-01-09T16:20Z [--] followers, [---] engagements


"@biggercapital Same on $CLPT"  
[X Link](https://x.com/C95524Cj/status/2009673174972321819)  2026-01-09T17:06Z [--] followers, [---] engagements


"@sallyshin @CNBC @SquawkStreet Remove politics and Joe Kernan to return to glory. Focus on companies industries and macro. @BeckyQuick @andrewrsorkin"  
[X Link](https://x.com/C95524Cj/status/2011200018842345742)  2026-01-13T22:13Z [--] followers, [--] engagements


"$ABNB @bchesky with @andrewrsorkin this am (roughly) "AI spend is not leading to job reductions because AI is accelerating the business""  
[X Link](https://x.com/C95524Cj/status/2011436723839050161)  2026-01-14T13:54Z [--] followers, [---] engagements


"@realroseceline 100%. Four Seasons was the last one I owned with this dynamic.and management took that one out.at about 50x FCF"  
[X Link](https://x.com/C95524Cj/status/2015075987122204913)  2026-01-24T14:55Z [--] followers, [---] engagements


"@realroseceline Like what $HZO $XYZ $MKL $ABNB $DKNG $DKS $NYT $MBUU are doing at present. Had $ULTA too but got spooked. ugh"  
[X Link](https://x.com/C95524Cj/status/1996722500907291033)  2025-12-04T23:25Z [--] followers, [---] engagements


"@jackmallers $CEP $XXI Point us to fully diluted shares outstanding post-merger.can't believe this is that hard. SEC disclosures here worthless. #transparency"  
[X Link](https://x.com/C95524Cj/status/1998418873125900439)  2025-12-09T15:46Z [--] followers, [---] engagements


"@realroseceline added initial position in $RACE"  
[X Link](https://x.com/C95524Cj/status/2015804854338244836)  2026-01-26T15:11Z [--] followers, [--] engagements


"@realroseceline Fantastic And why leaving my PM role in the short-term-ism debacle that is asset management industry should reap benefits for years"  
[X Link](https://x.com/C95524Cj/status/2016555626235908608)  2026-01-28T16:55Z [--] followers, [---] engagements


"$RJF $JPM Asset Mgmt AUM +18% Client Assets +20% margin +300bps $WFC Advised Assets +11.2%"  
[X Link](https://x.com/C95524Cj/status/1978128719941128311)  2025-10-14T16:00Z [--] followers, [--] engagements


"$RJF $MS Wealth Mgmt Revs +13.3% AUM +15.2% Inv Mgmt Revs +13.5% AUM +13.1%"  
[X Link](https://x.com/C95524Cj/status/1978424096955261226)  2025-10-15T11:33Z [--] followers, [--] engagements


"@realroseceline @QualityInvest5 💯. Particularly when other 5-10% growers are trading at 6-10% FCF yields. $ABNB $XYZ $RJF $CCC $NYT $HZO $MBUU"  
[X Link](https://x.com/C95524Cj/status/1999122463981293889)  2025-12-11T14:21Z [--] followers, [--] engagements


"$MKL 💎 Markels $12B investment portfolio has compounded at 12.8% over the last five years with very low turnover 📄 In my latest article I cover Tom Gayners investing philosophy and how Markel $MKL became a 250-bagger💰 https://t.co/F8JFND1ytp 👆 $BRK $GOOG $BN $AMZN 💎 Markels $12B investment portfolio has compounded at 12.8% over the last five years with very low turnover 📄 In my latest article I cover Tom Gayners investing philosophy and how Markel $MKL became a 250-bagger💰 https://t.co/F8JFND1ytp 👆 $BRK $GOOG $BN $AMZN"  
[X Link](https://x.com/C95524Cj/status/1999162043459637480)  2025-12-11T16:59Z [--] followers, [---] engagements


"$HZO SSS +10% Revs +8% EBITDA $15.5mm Inventory -16.2% YoY Shares out -6.2% YoY Maintain $110-125mm EBITDA guide 5.0x EV/EBITDA at trough Well done 22.4% short interest ratio. Good luck"  
[X Link](https://x.com/C95524Cj/status/2016866220641849822)  2026-01-29T13:29Z [--] followers, [--] engagements


"$HZO $BC Q4 [----] earnings: The Cycle Has Turned: Growth Returns Across the Board Brunswick executed a sharp V-shaped recovery in Q4 marking the first time in three years the company posted full-year net sales growth. Revenue accelerated significantly to +15.5% YoY a massive swing $BC Q4 [----] earnings: The Cycle Has Turned: Growth Returns Across the Board Brunswick executed a sharp V-shaped recovery in Q4 marking the first time in three years the company posted full-year net sales growth. Revenue accelerated significantly to +15.5% YoY a massive swing"  
[X Link](https://x.com/C95524Cj/status/2016871499681157404)  2026-01-29T13:50Z [--] followers, [--] engagements


"$HZO https://www.marketscreener.com/news/donerail-offers-to-buy-superyacht-service-company-marinemax-in-all-cash-deal-valued-at-roughly-1-bi-ce7e5bd2db8af02d https://www.marketscreener.com/news/donerail-offers-to-buy-superyacht-service-company-marinemax-in-all-cash-deal-valued-at-roughly-1-bi-ce7e5bd2db8af02d"  
[X Link](https://x.com/C95524Cj/status/2018432158549807579)  2026-02-02T21:11Z [--] followers, [---] engagements


"For us Coloradans Demand Congressional review ASAP @SenatorBennet @SenatorHick In a statement a spokeswoman for Gabbards office confirmed that the complaint concerned Gabbard but dismissed it as baseless and politically motivated. In a statement a spokeswoman for Gabbards office confirmed that the complaint concerned Gabbard but dismissed it as baseless and politically motivated"  
[X Link](https://x.com/C95524Cj/status/2018433309252964591)  2026-02-02T21:16Z [--] followers, [--] engagements


"@modestproposal1 Can't blame corporates for taking price after 10-20 years of zero pricing power. But coming home to roost for sure. Goods deflation likely"  
[X Link](https://x.com/C95524Cj/status/2018704634571870493)  2026-02-03T15:14Z [--] followers, [--] engagements


"Publishing royalties #MusicRoyalties @royaltyexchange $SPOT $RSVR Q3 [----] earnings: Strong Operational Beat Masked by Swap Volatility Reservoir Media delivered a solid Q3 with Revenue (+8%) and Adjusted EBITDA (+11%) beating internal expectations driven by a 12% surge in Music Publishing. However headline Net Income collapsed 59% due $RSVR Q3 [----] earnings: Strong Operational Beat Masked by Swap Volatility Reservoir Media delivered a solid Q3 with Revenue (+8%) and Adjusted EBITDA (+11%) beating internal expectations driven by a 12% surge in Music Publishing. However headline Net Income"  
[X Link](https://x.com/C95524Cj/status/2019049063707009302)  2026-02-04T14:03Z [--] followers, [---] engagements


"$NYT Judge rejects Trump's lawsuit against The New York Times calling it "decidedly improper and impermissible." His team signaled plans to refile. https://t.co/14lAz6PUYn Judge rejects Trump's lawsuit against The New York Times calling it "decidedly improper and impermissible." His team signaled plans to refile. https://t.co/14lAz6PUYn"  
[X Link](https://x.com/C95524Cj/status/1969089275149856974)  2025-09-19T17:20Z [--] followers, [--] engagements


"@2500capital $200mm FCF mid-cycle on $590mm EV seems pretty decent upside optionality. $30mm FCF at trough with net cash balance sheet. $MBUU"  
[X Link](https://x.com/C95524Cj/status/1972046299018264657)  2025-09-27T21:10Z [--] followers, [--] engagements


"$MBUU Revs +13.5% Units +10.3% EBITDA +19.1% CFFO +101.9% (b/f W/C) shrs -3.4% YoY"  
[X Link](https://x.com/C95524Cj/status/1983965924316344522)  2025-10-30T18:35Z [--] followers, [---] engagements


"$NYT Revs +9.5% OPEX +6.2% EBIT +26.1% EPS +31.1% FCF +65.3% Annualized FCF yield ex-net cash 6.3%"  
[X Link](https://x.com/C95524Cj/status/1986058771064635744)  2025-11-05T13:11Z [--] followers, [---] engagements


"$HZO $MBUU MasterCraft Boat Holdings CEO: "We delivered results that exceeded our expectations.Dealer inventories across our brands have returned to normal levels." $MCFT: +2% PM https://t.co/HVd84USnpe MasterCraft Boat Holdings CEO: "We delivered results that exceeded our expectations.Dealer inventories across our brands have returned to normal levels." $MCFT: +2% PM https://t.co/HVd84USnpe"  
[X Link](https://x.com/C95524Cj/status/1986419207370874893)  2025-11-06T13:03Z [--] followers, [---] engagements


"So seeing a couple places 10mm $CEP shares account for 2.7% of new entity $XXI. Implies 370mm FD outstanding at $XXI. Confirm anyone @twentyone @jackmallers @NYSE @tether @SoftBank Give us a fully diluted shares outstanding so we can make intelligent decisions. #transparency @twentyone @jackmallers @NYSE @tether @SoftBank Give us a fully diluted shares outstanding so we can make intelligent decisions. #transparency"  
[X Link](https://x.com/C95524Cj/status/1998439983712186424)  2025-12-09T17:09Z [--] followers, [---] engagements


"Initiated position in $VITL"  
[X Link](https://x.com/C95524Cj/status/2001317187567411695)  2025-12-17T15:42Z [--] followers, [--] engagements


"Love a good short squeeze. $HZO $MBUU"  
[X Link](https://x.com/C95524Cj/status/2009326616724570192)  2026-01-08T18:09Z [--] followers, [---] engagements


"@BarrySchwartzBW $HZO and $MBUU 3x mid-cycle fcf"  
[X Link](https://x.com/C95524Cj/status/2014184165705662619)  2026-01-22T03:51Z [--] followers, [---] engagements


"$CLPT 'inside' https://www.biospace.com/press-releases/bluerock-therapeutics-reports-positive-36-month-results-from-phase-i-trial-of-bemdaneprocel-for-treating-parkinsons-disease https://www.biospace.com/press-releases/bluerock-therapeutics-reports-positive-36-month-results-from-phase-i-trial-of-bemdaneprocel-for-treating-parkinsons-disease"  
[X Link](https://x.com/C95524Cj/status/1975600630325764120)  2025-10-07T16:34Z [--] followers, [----] engagements


"5 min on how $CLPT is changing the world. And this is just for Parkinson's. https://youtu.be/_xfo2zI6QEosi=wjsrvB1jDgiw1Hd8 https://youtu.be/_xfo2zI6QEosi=wjsrvB1jDgiw1Hd8"  
[X Link](https://x.com/C95524Cj/status/1978298094509806044)  2025-10-15T03:13Z [--] followers, 18.8K engagements

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