# ![@CapitalJurassic Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1484619929953443841.png) @CapitalJurassic Jurassic Capital

Jurassic Capital posts on X about ai, in the, $team, googl the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1484619929953443841/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1484619929953443841/c:line/m:interactions.svg)

- [--] Week [------] -29%
- [--] Month [-------] -59%
- [--] Months [-------] -29%
- [--] Year [---------] +2,470%

### Mentions: [--] [#](/creator/twitter::1484619929953443841/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1484619929953443841/c:line/m:posts_active.svg)

- [--] Week [--] +9.20%
- [--] Month [---] +117%
- [--] Months [---] +152%
- [--] Year [---] +219%

### Followers: [-----] [#](/creator/twitter::1484619929953443841/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1484619929953443841/c:line/m:followers.svg)

- [--] Week [-----] +0.79%
- [--] Month [-----] +2.60%
- [--] Months [-----] +16%
- [--] Year [-----] +221%

### CreatorRank: [-------] [#](/creator/twitter::1484619929953443841/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1484619929953443841/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  67.79% [technology brands](/list/technology-brands)  34.9% [finance](/list/finance)  18.79% [cryptocurrencies](/list/cryptocurrencies)  8.05% [countries](/list/countries)  2.68% [automotive brands](/list/automotive-brands)  2.68% [financial services](/list/financial-services)  2.01% [gaming](/list/gaming)  2.01% [social networks](/list/social-networks)  2.01% [currencies](/list/currencies)  0.67%

**Social topic influence**
[ai](/topic/ai) #5585, [in the](/topic/in-the) 10.74%, [$team](/topic/$team) #34, [googl](/topic/googl) #188, [$googl](/topic/$googl) 9.4%, [business](/topic/business) 8.72%, [$msft](/topic/$msft) #646, [$crm](/topic/$crm) #126, [$atvi](/topic/$atvi) 4.7%, [$adbe](/topic/$adbe) 3.36%

**Top accounts mentioned or mentioned by**
[@marketcomacc](/creator/undefined) [@blacksailsrsch](/creator/undefined) [@jerrycap](/creator/undefined) [@colubeatid](/creator/undefined) [@wcguitarist](/creator/undefined) [@premarks](/creator/undefined) [@optionwell](/creator/undefined) [@blondesnmoney](/creator/undefined) [@silversurfer082](/creator/undefined) [@autumncapital](/creator/undefined) [@madthunderdome](/creator/undefined) [@buccocapital](/creator/undefined) [@donutshorts](/creator/undefined) [@macrohiroki](/creator/undefined) [@quantkurtis](/creator/undefined) [@toffcap](/creator/undefined) [@breakfasthotdog](/creator/undefined) [@anthropicai](/creator/undefined) [@cloisterres](/creator/undefined) [@ragingventures](/creator/undefined)

**Top assets mentioned**
[Atlassian Corporation PLC (TEAM)](/topic/$team) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Salesforce Inc (CRM)](/topic/$crm) [Activision Blizzard, Inc. (ATVI)](/topic/$atvi) [Adobe, Inc. (ADBE)](/topic/$adbe) [Now Coin (NOW)](/topic/$now) [Metadium (META)](/topic/$meta) [Fortinet Inc (FTNT)](/topic/$ftnt) [PoolTogether (POOL)](/topic/$pool) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [IBM (IBM)](/topic/ibm) [Thomson Reuters Corporation (TRI)](/topic/$tri) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Dell Technologies, Inc. (DELL)](/topic/$dell) [Apple, Inc. (AAPL)](/topic/$aapl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Fiserv Inc (FISV)](/topic/$fisv) [Home Depot, Inc. (HD)](/topic/$hd) [Tapestry, Inc. (TPR)](/topic/$tpr) [HP Inc (HPQ)](/topic/$hpq) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Zscaler Inc (ZS)](/topic/$zs) [RELX PLC (RELX)](/topic/$relx) [Adappter Token (ADP)](/topic/$adp) [Paychex, Inc. (PAYX)](/topic/$payx) [Moody's Corporation (MCO)](/topic/$mco) [On Holding AG (ONON)](/topic/$onon) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Costco Hot Dog (COST)](/topic/$cost) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Workday Inc (WDAY)](/topic/$wday) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Global Payments Inc (GPN)](/topic/$gpn) [Oracle Corporation (ORCL)](/topic/$orcl) [Unity Software Inc. (U)](/topic/$u) [Roblox Corp. (RBLX)](/topic/$rblx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"And to think ppl are trying to get long $ADBE $CRM $WDAY and $NOW. value bros looking at the financials is table stakes most of these software names are in a secular declines they just don't know it yet. Apollo were short software the entire year. Short positions now closed. These guys are the GOATs of PE. $apo https://t.co/7BjeoTaMKR Apollo were short software the entire year. Short positions now closed. These guys are the GOATs of PE. $apo https://t.co/7BjeoTaMKR"  
[X Link](https://x.com/CapitalJurassic/status/2000613437781529082)  2025-12-15T17:06Z [----] followers, [----] engagements


"I like $POOL here A rough year trades at 20x forward COVID hangover likely to abate soon. Controlling market share hasn't had a sell-off like this since 08-09. Potential AI efficiencies w/ their 200K SKUs"  
[X Link](https://x.com/CapitalJurassic/status/2001350932492357731)  2025-12-17T17:57Z [----] followers, [----] engagements


"@Quant_Kurtis Just look at $FISV $GPN much cheaper than $PYPL"  
[X Link](https://x.com/CapitalJurassic/status/2008981619626168755)  2026-01-07T19:18Z [----] followers, [---] engagements


"@BlackSailsRsch Good points yeah it is odd from what I know I think the $HD acquisition of SRS has taken some share from $POOL but I think that original "land grab" if you will is ending I think HD was pretty aggressive on price from my understanding but I don't think that continues"  
[X Link](https://x.com/CapitalJurassic/status/2014753481819603442)  2026-01-23T17:33Z [----] followers, [--] engagements


"@BlackSailsRsch $POOL at a decade low on valuation and what appears to be a stabilization b/w $POOL and Heritage from what I've heard on the competitive front makes $POOL decently compelling. I've trimmed it a bit as it rallied almost 20% in a month"  
[X Link](https://x.com/CapitalJurassic/status/2014754334521659401)  2026-01-23T17:37Z [----] followers, [--] engagements


"$TPR seems a little stretched here to say the least. seems like it is priced for perfection"  
[X Link](https://x.com/CapitalJurassic/status/2016219939837727024)  2026-01-27T18:41Z [----] followers, [---] engagements


"@ColubeatID @BlackSailsRsch Any thoughts on the competitive dynamic w/ Heritage given the new ownership Many ppl attributing share losses there to $HD being aggressive out of the gate"  
[X Link](https://x.com/CapitalJurassic/status/2016365495675404733)  2026-01-28T04:19Z [----] followers, [--] engagements


"How do $DELL and $HPQ pass through memory cost increases I think they end up eating a lot of the costs otherwise they end up getting dinged on topline. Quite the conundrum DDR4 prices up in most cases 3-4x in the past [--] months"  
[X Link](https://x.com/CapitalJurassic/status/2016557034318012435)  2026-01-28T17:00Z [----] followers, [----] engagements


"It's called junk bonds $META will be joining $ORCL soon enough Can someone explain to me how Meta is going to finance total expenses of $162169B of which $115135B is CapEx when Metas income has been flat YoY and is expected to remain the same in [----] How much debt senior notes SPVs and so on will Meta need for that https://t.co/CnjfBSjg9P Can someone explain to me how Meta is going to finance total expenses of $162169B of which $115135B is CapEx when Metas income has been flat YoY and is expected to remain the same in [----] How much debt senior notes SPVs and so on will Meta need for that"  
[X Link](https://x.com/CapitalJurassic/status/2016724782146847223)  2026-01-29T04:07Z [----] followers, [----] engagements


"Amazing $FTNT holding up so well w/ $PANW and $ZS shitting the bed despite selling virtual firewall SaaS subs & cloud software. $FTNT is grouped into a hardware play 😂 just so happens they are also exposed to massive memory price spikes"  
[X Link](https://x.com/CapitalJurassic/status/2016919851873267842)  2026-01-29T17:02Z [----] followers, [----] engagements


"Expect $AAPL to call out margin issues from the 400% increase in DRAM since late [----] & NAND up +40% in Q1 '26 so far. $AAPL is now negotiating pricing quarterly so this might be a bigger concern than prior years. Running list of memory challenged cos; $FTNT $HPQ $DELL"  
[X Link](https://x.com/CapitalJurassic/status/2016939663114514916)  2026-01-29T18:21Z [----] followers, [----] engagements


"AI is coming after EVERYTHING even GTA [--]. gaming software is pricey and could mimic the moves in the SaaS complex over the next few months. $TTWO $RBLX $U"  
[X Link](https://x.com/CapitalJurassic/status/2017282690077061180)  2026-01-30T17:04Z [----] followers, [----] engagements


"$PLTR pretty decent Q but still trading at 82x sales for a software biz & an $IBM consulting type business. Topline looks like it will be decelerating from here on out as the YoY comps get tougher"  
[X Link](https://x.com/CapitalJurassic/status/2018718549812838753)  2026-02-03T16:09Z [----] followers, [---] engagements


"My hot take on software is there are not many "cheap" names yet & most are getting disrupted. For instance $TEAM the entire biz is getting disrupted for software mgmt. tools the biz is based on per seat subs based on the # of software engineers.😬 + SBC $1.36B growing 26%"  
[X Link](https://x.com/CapitalJurassic/status/2018722729600471232)  2026-02-03T16:26Z [----] followers, [----] engagements


"If you have calls w/ any software focused development cos they are doing so much more w/ less than half the software devs. Unfortunately AI is hitting SW engineers the hardest and $TEAM is at the epicenter of that threat"  
[X Link](https://x.com/CapitalJurassic/status/2018723507920634049)  2026-02-03T16:29Z [----] followers, [---] engagements


"So $TEAM is roughly a 20% grower w/ 7% organic growth from existing clients the existing client growth is the likely next shoe to drop"  
[X Link](https://x.com/CapitalJurassic/status/2018724508836806780)  2026-02-03T16:33Z [----] followers, [---] engagements


"This is what AI is saying about AI disruption of software businesses. SEAT BASED MODELS ARE THE TOP RISK CATEGORY IN SOFTWARE. Please don't shoot the messenger $TEAM $CRM"  
[X Link](https://x.com/CapitalJurassic/status/2018729687795839378)  2026-02-03T16:53Z [----] followers, [----] engagements


"AI (Gemini) is literally telling you that $TEAM and $CRM w/ their seat based subscription models are the top of the list of being disrupted within Software. This is what AI is saying about AI disruption of software businesses. SEAT BASED MODELS ARE THE TOP RISK CATEGORY IN SOFTWARE. Please don't shoot the messenger $TEAM $CRM https://t.co/axfVidaf82 This is what AI is saying about AI disruption of software businesses. SEAT BASED MODELS ARE THE TOP RISK CATEGORY IN SOFTWARE. Please don't shoot the messenger $TEAM $CRM https://t.co/axfVidaf82"  
[X Link](https://x.com/CapitalJurassic/status/2018731906712391709)  2026-02-03T17:02Z [----] followers, [----] engagements


"I don't think anyone is blowing up Software not cheap at all AI disrupting most of the landscape the velocity of change is much quicker now than people realize and the stock prices will move accordingly. Something/someone has to be liquidating or blowing up otherwise this makes no sense Something/someone has to be liquidating or blowing up otherwise this makes no sense"  
[X Link](https://x.com/CapitalJurassic/status/2018742505966305483)  2026-02-03T17:44Z [----] followers, [----] engagements


"@P_Remarks Pretty much all tied to AI disruption risk(mostly software) Some financials getting bucketed in there probably is the market reassessing AI risk. All consulting down on $IT's huge whiff $TRI is being disrupted by AI for sure sending shockwaves through the value chain"  
[X Link](https://x.com/CapitalJurassic/status/2018744578602308078)  2026-02-03T17:53Z [----] followers, 11K engagements


"@MARKETCOMACC Short $TRI was a fairly popular HF trade from a few weeks ago along w/ $RELX I doubt too many blowing up from that. It could just be a sell-off 😉😂"  
[X Link](https://x.com/CapitalJurassic/status/2018746168419786913)  2026-02-03T17:59Z [----] followers, [---] engagements


"Wait till they understand cyber-security is just software. $FTNT (hardware memory risk as well) $PANW $ZS"  
[X Link](https://x.com/CapitalJurassic/status/2018753280944304462)  2026-02-03T18:27Z [----] followers, [----] engagements


"$ADP and $PAYX getting smoke was not on my list of AI affect names. actually beneficiaries more so than disrupted imho"  
[X Link](https://x.com/CapitalJurassic/status/2018796830340063361)  2026-02-03T21:20Z [----] followers, [----] engagements


"@OptionWell $TEAM is a lot of AI slop institutional ownership is irrelevant here. Cloud-only model will slow organic growth as the migration takes place. The big problem is per seat subs if software engineers are doing 3x the work now or not needed entirely that is a big issue for $TEAM"  
[X Link](https://x.com/CapitalJurassic/status/2018879876254859338)  2026-02-04T02:50Z [----] followers, [---] engagements


"Now look at how much memory is used @ $DELL and $FTNT $NTDOY https://www.cnbc.com/2026/02/04/nintendo-shares-sink-10percent-as-gaming-giant-faces-memory-shortage-concerns-.html https://www.cnbc.com/2026/02/04/nintendo-shares-sink-10percent-as-gaming-giant-faces-memory-shortage-concerns-.html"  
[X Link](https://x.com/CapitalJurassic/status/2018883859237228867)  2026-02-04T03:06Z [----] followers, [----] engagements


"@WCguitarist I like $MSFT not the others. maybe $ADP"  
[X Link](https://x.com/CapitalJurassic/status/2018917653558030519)  2026-02-04T05:20Z [----] followers, [---] engagements


"@WCguitarist Yeah I think the disruption to NOW & WDAY will be less so than other areas of SaaS ($ADBE $CRM $TEAM etc.)"  
[X Link](https://x.com/CapitalJurassic/status/2018919048076288071)  2026-02-04T05:26Z [----] followers, [---] engagements


"@JerryCap I actually think payments might bottom soon very cheap relative to almost anything in the market $PYPL just cleared the decks (and to some extent $FISV late last year). Fairly draconian scenarios priced into a lot of these names"  
[X Link](https://x.com/CapitalJurassic/status/2019087702541427120)  2026-02-04T16:36Z [----] followers, [---] engagements


"@ToffCap $REL there has been a pretty legitimate short thesis around that name for a few weeks from some pretty notable hedge funds. There will be a lot more competition coming in that space in the next few years"  
[X Link](https://x.com/CapitalJurassic/status/2019265180404969745)  2026-02-05T04:21Z [----] followers, [---] engagements


"$TPR announces a pretty big buyback at a 52-wk high -- doesn't make a lot of sense at these valuations + comps looking a lot tougher 2H '26"  
[X Link](https://x.com/CapitalJurassic/status/2019437243170185626)  2026-02-05T15:45Z [----] followers, [---] engagements


"Have a feeling like most of software is un-investable at the moment until there is some clarity on how this shakes out. Seeing so many L/S directional funds scrambling w/ the drawdowns & retail as well trying to find a bottom day after day -- catching the knife"  
[X Link](https://x.com/CapitalJurassic/status/2019483252071800834)  2026-02-05T18:48Z [----] followers, [----] engagements


"$NOW new 52-wk low"  
[X Link](https://x.com/CapitalJurassic/status/2019496281463198155)  2026-02-05T19:40Z [----] followers, [---] engagements


"@blondesnmoney Look at $TEAM subscriptions on a per seat basis for software engineers. Software engineers are disappearing like a horse drawn carriage. and the existing software engineers doing 3x the work"  
[X Link](https://x.com/CapitalJurassic/status/2019497313119449530)  2026-02-05T19:44Z [----] followers, [----] engagements


"@breakfasthotdog @blondesnmoney A lot of the competing CRMs are now free AI is helping vastly with data migration and less friction is the issue here. Besides that people vibe coding CRMs over the w/e not a good look"  
[X Link](https://x.com/CapitalJurassic/status/2019498179507421534)  2026-02-05T19:47Z [----] followers, [--] engagements


"@AnthropicAI please release a security software and an $IBM like consulting biz that competes with $PLTR @ 70x sales"  
[X Link](https://x.com/CapitalJurassic/status/2019499651590766890)  2026-02-05T19:53Z [----] followers, [---] engagements


"$TEAM new 52-week low into the print yikes"  
[X Link](https://x.com/CapitalJurassic/status/2019508379081736594)  2026-02-05T20:28Z [----] followers, [---] engagements


"@CloisterRes I've been short $TEAM took it off afterhours as it is overdone. I think the trend of software engineers is a secular one that is going to be coming down over the years. TEAM's is based on per seat engineers if existing clients need less seats that will be a problem for O growth"  
[X Link](https://x.com/CapitalJurassic/status/2019630323529810410)  2026-02-06T04:32Z [----] followers, [----] engagements


"$TEAM is oversold I've been short the name this year covered AHs last night. Organic growth (esp. existing clients) is going to continue to decel imho throughout '26 employee bull takes on X are laughable 26% of LTM revs are SBC -- how does one get over that hurdle long-term How the fuck is Atlassian negative GAAP margins after [--] fucking years Short $team https://t.co/xQ1i5CyerG How the fuck is Atlassian negative GAAP margins after [--] fucking years Short $team https://t.co/xQ1i5CyerG"  
[X Link](https://x.com/CapitalJurassic/status/2019843808331239808)  2026-02-06T18:41Z [----] followers, [----] engagements


"$TTWO buying some here the catalyst set-up for the fall release is pretty damn compelling. These big franchises are not going to be disrupted by AI any time soon. Huge installed base w/ GTA is the moat"  
[X Link](https://x.com/CapitalJurassic/status/2019852527194529880)  2026-02-06T19:15Z [----] followers, [---] engagements


"Yeah no shit Brad. most obvious statement of the year SaaS is dead unless youre growing fast - Brad Gerstner. $crm will never trade at 30x FCF again https://t.co/EM10HIWL7y SaaS is dead unless youre growing fast - Brad Gerstner. $crm will never trade at 30x FCF again https://t.co/EM10HIWL7y"  
[X Link](https://x.com/CapitalJurassic/status/2020171434098618720)  2026-02-07T16:22Z [----] followers, [----] engagements


"@RagingVentures @SilverSurfer082 Yeah it's a L/S spread game my long goes up +250 bps and my short only goes up +50 bps that's a big winner especially if the risk is correlated. Like shorting $EXPE and long $BKNG or something doesn't have to be that tight but there are a lot of funds that generate alpha"  
[X Link](https://x.com/CapitalJurassic/status/2020740984791875837)  2026-02-09T06:06Z [----] followers, [---] engagements


"Investors pushing public SaaS names (formerly viewed as high moats) down to below 5x EV/Sales while $PLTR trades at 76x EV/sales when the deceleration hits $PLTR it implodes. $PLTR also has a consulting business very similar to $IBM which trades at 4x sales. Crazy market"  
[X Link](https://x.com/CapitalJurassic/status/2020909403432485246)  2026-02-09T17:15Z [----] followers, [----] engagements


"@gordocap18 Unfortunately $TRI & $RELX are actually on the being disrupted side of things short thesis from a few big HFs the past few months on these [--] names specifically. Legal docs are all public information AI can manipulate and interpret"  
[X Link](https://x.com/CapitalJurassic/status/2018759299938594865)  2026-02-03T18:51Z [----] followers, [----] engagements


"Call me crazy but a lot of beaten down quality names and even some value names are starting to look more appealing from a Risk/Reward perspective in the backdrop of all this AI hype. $BRO $CDW $PAYX Are great compounders all off substantially of late"  
[X Link](https://x.com/CapitalJurassic/status/1988655736965198017)  2025-11-12T17:10Z [----] followers, [----] engagements


"Another memory exposed short. $FTNT Fortinet unlike its peers is selling large "proprietary" hardware boxes w/ a lot of memory"  
[X Link](https://x.com/CapitalJurassic/status/2016586697497051504)  2026-01-28T18:58Z [----] followers, [----] engagements


"@InnocenceCapit1 @AutumnCapital Bawhahaha 😂😂😂 All about that marketing him and Guy Spier have made more $$$ on that lunch w/ Buffett & Munger than anyone not a day goes by without Pabrai or Spier mentioning that lunch"  
[X Link](https://x.com/CapitalJurassic/status/1493320622872612868)  2022-02-14T20:25Z [----] followers, [--] engagements


"@AutumnCapital Spoke with a few managers that were shorting after that print & actually have $GOOGL as their largest short -- Past [--] years of beat & raises are over w/ ad mkt much more challenged massive hiring blitz to pressure margins + regulatory issues"  
[X Link](https://x.com/CapitalJurassic/status/1494373775105826818)  2022-02-17T18:10Z [----] followers, [--] engagements


"@GavinSBaker Yeah the service is called get one of your analyst to piece it together in the 10-K. ;) Also find it interesting to look at where the average strikes are & if employees are underwater less stock dumped on top of investors"  
[X Link](https://x.com/CapitalJurassic/status/1494714747551424512)  2022-02-18T16:45Z [----] followers, [--] engagements


"@GianniDiMattia6 Mr. Market is fickle GOOGL can go way lower than you think the rubber band effect. happened on the upside can and does happen on the downside"  
[X Link](https://x.com/CapitalJurassic/status/1496212477226504198)  2022-02-22T19:57Z [----] followers, [--] engagements


"@PunchableFaceII @HelloGo78598860 @BillAckman @POTUS Billy Ackman biking to the Ukraine to fight then realizes Montauk doesn't connect to Europe"  
[X Link](https://x.com/CapitalJurassic/status/1498347393770733574)  2022-02-28T17:20Z [----] followers, [--] engagements


"** BREAKING NEWS ** Twitter's HQ to relocate to Austin Texas; $TWTR's old HQ in San Fran is to be sold to a REIT and temporarily becomes a homeless shelter. 90% of the fake R&D team at Twitter is laid off & no stock base comp is being given in the new private entity"  
[X Link](https://x.com/CapitalJurassic/status/1518693823609716741)  2022-04-25T20:49Z [----] followers, [--] engagements


"@scroogecapital $PTON at $125 it was a buy at $90 I didn't think it could go lower at $75 it was a screaming buy at $50 (written up on VIC) it was time to take out a second mortgage and at $20 it has to be at the absolute lowest it can go It's at $11 now and I think it is a sell"  
[X Link](https://x.com/CapitalJurassic/status/1524076271310888960)  2022-05-10T17:17Z [----] followers, [--] engagements


"@Valuations_ I'm not sure people realize the amount of VC & early tech company money that was being spent on Google search advertising. $FB has already taken the medicine not sure $GOOGL has yet. Consumer is weakening rapidly 2nd derivative is ad spending gets cut drastically"  
[X Link](https://x.com/CapitalJurassic/status/1527345775621345281)  2022-05-19T17:49Z [----] followers, [--] engagements


"Any thoughts pertaining to an upcoming datacenter slowdown that hasn't become apparent as the mega-caps slow spending after a massive multi-year capex spend -Datacenter spending for these names is pricing in 20% compound growth $AMD $NVDA @MadThunderdome @JerryCap @PythiaR"  
[X Link](https://x.com/CapitalJurassic/status/1527362379750981632)  2022-05-19T18:55Z [----] followers, [--] engagements


"@buccocapital Trust this chick over any macro economist"  
[X Link](https://x.com/CapitalJurassic/status/1527756412746711050)  2022-05-20T21:01Z [----] followers, [--] engagements


"Bernie Madoff causes losses of $17.5B and is in prison serving a 150-year sentence. Crypto/NFT/Web3.0 bros lose $2 TRILLION (much of it due to fraud) and nobody is in jail yet. 🤔🧐"  
[X Link](https://x.com/CapitalJurassic/status/1537882595798568963)  2022-06-17T19:39Z [----] followers, [--] engagements


"@winsteadscap Yikes but the bulls told me 75%+ of the biz is recurring revenue that is not cyclical 🤔"  
[X Link](https://x.com/CapitalJurassic/status/1550143001845964802)  2022-07-21T15:37Z [----] followers, [--] engagements


""All we need now for the $QQQs to be down -40% is for Apple to start having issues & it looks overpriced on almost any metric" $AAPL --Mentioned by a colleague"  
[X Link](https://x.com/CapitalJurassic/status/1574947087791202305)  2022-09-28T02:20Z [----] followers, [--] engagements


"@FinancialFiling 🚩🚩🚩🚩🚩🚩 Is Arthur Anderson there"  
[X Link](https://x.com/CapitalJurassic/status/1582828920268726272)  2022-10-19T20:19Z [----] followers, [--] engagements


"Big brain Sequoia sending out a note trying to calm LPs when all of their privates are completely mis-marked. the funds remain in "good shape".🚩🚩🚩🚩🚩 besides not marking them down with the public tech wreck 😂🤣 Here is the note we sent to our LPs in GGFIII regarding FTX. https://t.co/Cgp1Yxk1pz Here is the note we sent to our LPs in GGFIII regarding FTX. https://t.co/Cgp1Yxk1pz"  
[X Link](https://x.com/CapitalJurassic/status/1590539606625165312)  2022-11-10T02:59Z [----] followers, [--] engagements


"@Larryjamieson_ Icarus the wax wings melted. I don't care who you are if you have any overconfidence in the stock market you will get humbled beyond belief-- most of us have been there and some still yet to experience it"  
[X Link](https://x.com/CapitalJurassic/status/1595611112984248320)  2022-11-24T02:51Z [----] followers, [--] engagements


"$ATVI This is pretty damn compelling if this stretches out past last step-up break fee in 07/18/22. Net cash on the balance sheet $7B $3B in marketable securities $1.5B in FCF until then and then a potential $3B break fee from $MSFT. Adds up to $18-19 per share in cash"  
[X Link](https://x.com/CapitalJurassic/status/1600594911597891591)  2022-12-07T20:55Z [----] followers, [--] engagements


"Rumor going around that $MSFT is paying penalties to get out of some data center contracts & power agreements-- changing tone drastically on CAPEX growth. Might be another DeepSeek shockwave to the semi supply chain"  
[X Link](https://x.com/anyuser/status/1892960383050076422)  2025-02-21T15:31Z [----] followers, 1.1M engagements


"Nibbling on a little $MCO & $SPGI been looking at ways they can be disrupted & I just don't get the bear case. Perhaps slightly higher disruption risk at SPGI but really only in the Market Intelligence side -- market already pricing most of that in w/ the RV gap b/w MCO"  
[X Link](https://x.com/CapitalJurassic/status/2019828886662463543)  2026-02-06T17:41Z [----] followers, [----] engagements


"Some of these software names just aren't bouncing pretty concerning really. $NOW $TEAM $CRM all new 52-wk lows today They can even get a dead-cat bounce w/ the market"  
[X Link](https://x.com/CapitalJurassic/status/2019838627178594653)  2026-02-06T18:20Z [----] followers, [----] engagements


"@P_Remarks $SE is probably from the gaming portion of the biz. I don't make the rules here. $MCO tied to $TRI"  
[X Link](https://x.com/CapitalJurassic/status/2018747472403640585)  2026-02-03T18:04Z [----] followers, [----] engagements


"Hey AI "what are the top [--] publicly traded business that will be disrupted by AI (Gemini ChatGPT)" #1 $ADBE #2 $CRM #3 $TEAM Others $NICE $SAP $NOW $HUBS"  
[X Link](https://x.com/CapitalJurassic/status/2018771992351060039)  2026-02-03T19:42Z [----] followers, [----] engagements


"Exactly these entire business models need to change. This secular threat will get them to lower SBC and expenses but it is all too late. $NOW also at crazy levels 15% of LTM revenues is SBC 🤢🤮 How does the stock ever get over that SBC headwind Not to mention AI $TEAM at $6B+ ARR with 85% gross margins yet negative GAAP operating margins is quite literally vomit inducing. Barely any margin expansion either. Truly diabolical levels of spend. $TEAM at $6B+ ARR with 85% gross margins yet negative GAAP operating margins is quite literally vomit inducing. Barely any margin expansion either. Truly"  
[X Link](https://x.com/CapitalJurassic/status/2019840427340493251)  2026-02-06T18:27Z [----] followers, [----] engagements


"Directional Hedge fund manager down -50% YTD 90% of the long book is in "cheap" SaaS; short book is mainly in Consumer Staples AI semi tech. PM pulls out the Bravo playbook "We are getting inquiries from LPs about adding more capital to the fund""  
[X Link](https://x.com/CapitalJurassic/status/2022005295028089168)  2026-02-12T17:50Z [----] followers, 21.4K engagements


"$TSLA What if Tesla's were banned across the EU for fake FSD Probably a $200 stock once people realize all the shenanigans going on behind the scenes at Tesla. $TSLAQ Making a comeback"  
[X Link](https://x.com/CapitalJurassic/status/1495854947434385424)  2022-02-21T20:16Z [----] followers, [--] engagements


"@Ali_Tesla585 Those who continue to buy $TSLA at these levels will incur massive capital losses offset all the gains in [----]. There is no fundamental valuation floor here this could be a $100-200 stock easily"  
[X Link](https://x.com/CapitalJurassic/status/1496567306394157063)  2022-02-23T19:27Z [----] followers, [--] engagements


"@JerryCap Remember Ack is an "Alpha Male" and has a primal scream that can kill his enemies. He almost made it to Loeb's mansion on his bike in the Hamptons-- oh the horrors"  
[X Link](https://x.com/CapitalJurassic/status/1498331363803648006)  2022-02-28T16:16Z [----] followers, [--] engagements


"@FatTailCapital @jaksburner I thought I saw some high octane L/S TMT funds (Queue "Closing time") Ziplock bagging food -- sign of the times. Well at least they opened up their founders class again -- really is a once in a lifetime opportunity to get founder's economics right before the fund closes"  
[X Link](https://x.com/CapitalJurassic/status/1501971081636233226)  2022-03-10T17:19Z [----] followers, [--] engagements


"@InvestmentTalkk At $325 FinTwit will be screaming "you should have never doubted Zuck" "One of the best businesses in the world" "FB Has some of the highest ROICs on the planet" "This is the cheapest compounder among the mega-caps""  
[X Link](https://x.com/CapitalJurassic/status/1508535574365409292)  2022-03-28T20:04Z [----] followers, [--] engagements


"@alifarhat79 Bawhaha the old ball slapper before an important meeting"  
[X Link](https://x.com/CapitalJurassic/status/1511398438101000197)  2022-04-05T17:40Z [----] followers, [--] engagements


"@WallSt_Dropout People have been hiding in $GOOGL $AMZN $MSFT for awhile now what happens when economic growth slows and these re-rate like almost all others in tech. Some of these will probably be down -40% from recent highs"  
[X Link](https://x.com/CapitalJurassic/status/1517559429650124800)  2022-04-22T17:42Z [----] followers, [--] engagements


"@mr_skilling I remember on the JPM desk when we margin called him and started liquidating his shit. Was shocking to me as I was only on the desk for about [--] months. '08-'09 was such a shit show"  
[X Link](https://x.com/CapitalJurassic/status/1518690846396370946)  2022-04-25T20:38Z [----] followers, [--] engagements


"And to think this sell-off in $TSLA hasn't even really begun. 🤮🤮🚨🚩 https://t.co/zEcPmPku0f https://t.co/zEcPmPku0f"  
[X Link](https://x.com/CapitalJurassic/status/1524822041790128130)  2022-05-12T18:41Z [----] followers, [--] engagements


"@MadThunderdome Warehouse REITs (& datacenters specifically under pressure) trading at a 3% yields $AMZN's last call basically outlined a big upcoming slowdown there"  
[X Link](https://x.com/CapitalJurassic/status/1527375558447104004)  2022-05-19T19:48Z [----] followers, [--] engagements


"Almost at 70-bagger off the lows Fyi this is what most "hundred-baggers" look like almost bankrupt and no one wants to own it. $AR #natgas #NaturalGas"  
[X Link](https://x.com/CapitalJurassic/status/1529540053512376320)  2022-05-25T19:09Z [----] followers, [--] engagements


"@KennethDredd 🤣😂🤣 Pomp getting wiped out after doing so many scam pump and dumps and promotional stuff only seems like nature is healing itself"  
[X Link](https://x.com/CapitalJurassic/status/1542177521596342274)  2022-06-29T16:05Z [----] followers, [--] engagements


"@RihardJarc It is quite rare you see a core business trading at 4.8x consensus EBITDA for '23 (newly lowered) without the core business imploding or a major debt overhang-- neither of which are present today"  
[X Link](https://x.com/CapitalJurassic/status/1587161186608549890)  2022-10-31T19:14Z [----] followers, [--] engagements


"PSA: When an investor/PM/analyst can't say they made a mistake on a single investment or theme it is a huge 🚩🚩. I view it as a character trait problem that your ego is too big to admit defeat which leads to all sorts of other issues with investing capital"  
[X Link](https://x.com/CapitalJurassic/status/1588607896580870145)  2022-11-04T19:03Z [----] followers, [--] engagements


"$TWTR loan bids hitting at [--] cents on the dollar. 😂🤣😱🤮 @DonutShorts @StanphylCap"  
[X Link](https://x.com/CapitalJurassic/status/1590802451044921347)  2022-11-10T20:23Z [----] followers, [---] engagements


"@JerryCap Just an fyi it is a $2B break fee this increases multiple end-date extensions by $500M 04/18/23 & 07/18/23"  
[X Link](https://x.com/CapitalJurassic/status/1597301052046704643)  2022-11-28T18:47Z [----] followers, [--] engagements


"BREAKING NEWS*** A LIVE LOOK AT THE SANTA CLAUS RALLY"  
[X Link](https://x.com/CapitalJurassic/status/1600219922054844416)  2022-12-06T20:05Z [----] followers, [--] engagements


"@dalibali2 If you are a follower of Value Investors Club genius investor mip14 is suggesting massive problems at $AMZN. Including eventual "liquidity problems" in FY '23 a possible bankruptcy candidate. 🤡😂🤣"  
[X Link](https://x.com/CapitalJurassic/status/1605008414412775424)  2022-12-20T01:13Z [----] followers, [----] engagements


"Yes you finally figured it out. $OPEN has a very high probability of being a complete zero. No one transacting is the issue $OPEN sitting on homes w/ high monthly costs and not moving the inventory and if they do sell it is at a massive loss 1/ I'm bullish on Opendoor and the proptech space in general. But there's one datapoint I'm most worried about that might prevent the company from coming out of this housing crisis intact. 🧵👇 https://t.co/8MHjsPQE9I 1/ I'm bullish on Opendoor and the proptech space in general. But there's one datapoint I'm most worried about that might prevent the"  
[X Link](https://x.com/CapitalJurassic/status/1605010647539916801)  2022-12-20T01:22Z [----] followers, [----] engagements


"The bigger question is which TMT funds will still be around in 12-18 months Whalerock Honeycomb Tiger Atreides Contour Lone Pine Dorsal All big organic drawdowns + investor redemptions + lack of faith in TMT growth narrative going forward from LPs People at TMT funds $1B - whats the plan for [----] Raising capital to buy growth names Pivoting to generalist model Are analysts recruiting elsewhere People at TMT funds $1B - whats the plan for [----] Raising capital to buy growth names Pivoting to generalist model Are analysts recruiting elsewhere"  
[X Link](https://x.com/CapitalJurassic/status/1608194746291294210)  2022-12-28T20:14Z [----] followers, [----] engagements


"$POOL why would normalized earnings for Pool Corp. be almost 3x what it was pre-Covid Is the consensus sell-side estimate that far off what am I missing I think there will be a significant post-Covid hangover & margins will come down w/ volumes not hitting incentives"  
[X Link](https://x.com/anyuser/status/1608895984117108739)  2022-12-30T18:41Z [----] followers, [----] engagements


"Best ideas (tax loss selling or heavily oversold names from '22) entering [----] I'll start. I like $AMZN $ADBE $GOOGL $TEAM $WBD (smallish) $SNAP (smallish) $ESTC and a few others SMID cap names"  
[X Link](https://x.com/anyuser/status/1609674097423687681)  2023-01-01T22:13Z [----] followers, [----] engagements


"$TTWO is there a better long in this market Non-cyclical looks pricey on trailing metrics but based on a successful GTA [--] release this looks like 10-11x EPS w/ a long-standing CEO that knows how to add value & correctly allocate capital w/ aligned incentives"  
[X Link](https://x.com/anyuser/status/1612866329568055342)  2023-01-10T17:37Z [----] followers, 19.1K engagements


"No youse can't leave Fund level gate is triggered $KKR $BX @Keubiko @DonutShorts"  
[X Link](https://x.com/anyuser/status/1616123774637854723)  2023-01-19T17:21Z [----] followers, 34.4K engagements


"$ATVI what is the downside if this deal breaks after the July drop dead date I'm thinking $65ish will have 18-19% in net cash to mkt cap trading trough levels w/ a very good '23 release window"  
[X Link](https://x.com/anyuser/status/1616540157502521373)  2023-01-20T20:56Z [----] followers, 21K engagements


""Why hasn't the public seen programs like ChatGPT from Meta or from Google "The answer is Google & Meta both have a lot to lose by putting out systems that make stuff up" says Meta's chief AI scientist Yann LeCun." $MSFT $GOOGL $META 🤣😂😱"  
[X Link](https://x.com/CapitalJurassic/status/1617720439274639360)  2023-01-24T03:06Z [----] followers, [----] engagements


"**BREAKING $META WINS COURT NOD TO BUY $400M VR STARTUP.*** This likely paves the way for $MSFT to buy $ATVI for $69 billion-- all things being equal"  
[X Link](https://x.com/anyuser/status/1620833970765320193)  2023-02-01T17:18Z [----] followers, [----] engagements


"Ryan Cohen's Fundamental Playbook: "Look for anything squeezy with short interest 20% buy & manipulate the stock price as much as possible w/ hype towards the idiot reddit fan base exit stage left silently""  
[X Link](https://x.com/CapitalJurassic/status/1621609326140874752)  2023-02-03T20:39Z [----] followers, [----] engagements


"$ATVI back at [----] levels. can they just break the deal so this can trade on a stand alone basis Worth more than current Px after arbs puke it out"  
[X Link](https://x.com/anyuser/status/1622624187675209728)  2023-02-06T15:52Z [----] followers, [----] engagements


"@SleepwellCap Fundamentally $ATVI is performing well probunderpins a price $70 on a standalone basis. Should do low 20s '23 topline growth best release pipeline of the big names & will have like 20-25% in net cash (to mkt cap) on a break depending on Px. Arbs 🤮maybe it gets to $65"  
[X Link](https://x.com/CapitalJurassic/status/1623009088920485888)  2023-02-07T17:21Z [----] followers, [----] engagements


"Current best risk/reward in the market I'll start w/ 2; $ATVI & $GOOGL ATVI: Stand alone should be growing topline in '23 low 20% plus massive net cash b/s for accretive buybacks GOOGL: Historically cheap trough-ish multiples going back to GFC+ ChatGPT overhyped imho"  
[X Link](https://x.com/anyuser/status/1623010457756872705)  2023-02-07T17:27Z [----] followers, [----] engagements


"@TheMaverickWS The worst takes ever Feds prob going to start looking into folks attempting to start panics"  
[X Link](https://x.com/CapitalJurassic/status/1635274913241268225)  2023-03-13T13:41Z [----] followers, [----] engagements


"***BREAKING NEWS*** $GTLB is experiencing a run on its bank down -35% it is working with FDIC & all parties for a bailout of its crappy business model. $QQQ"  
[X Link](https://x.com/CapitalJurassic/status/1635378261671964672)  2023-03-13T20:32Z [----] followers, [----] engagements


"$TTWO is my most popular idea currently a few upcoming catalyst. 1.) ATVI/MSFT closing 2.) GTA6 trailer release &/or estimated release date likely fall of '24 3.) Potential takeout opportunity from $SONY $META $AMZN etc. 4.) Fundamentally cheap once GTA6 is out $10 EPS If $ATVI closes $SONY and $META will be in a bidding war for $TTWO. https://t.co/rvJCTW8i0V If $ATVI closes $SONY and $META will be in a bidding war for $TTWO. https://t.co/rvJCTW8i0V"  
[X Link](https://x.com/CapitalJurassic/status/1640421269353971730)  2023-03-27T18:31Z [----] followers, 26.6K engagements


"$SNOW Can this thing get cut in half in the next few months (If the overall tech outperformance ends) Just got off a call w/ a big fund that said they did [--] calls in the past few months all confirming a slowdown in various aspects of the business"  
[X Link](https://x.com/CapitalJurassic/status/1650557328544915489)  2023-04-24T17:48Z [----] followers, [----] engagements


"CEO out at EOY is the best catalyst $PYPL I would like to thank $PYPL management for never disappointing in disappointing. I would like to thank $PYPL management for never disappointing in disappointing"  
[X Link](https://x.com/CapitalJurassic/status/1687123249845403649)  2023-08-03T15:28Z [----] followers, [----] engagements


"This is by far the most crowded hedge fund trade approaching earnings I've seen in years. Almost every manager I speak to has a bullish narrative on $NVDA from the PODs to TMT L/S-- everyone is bulled up Tech PM after $NVDA goes red https://t.co/SWUnDLDsey Tech PM after $NVDA goes red https://t.co/SWUnDLDsey"  
[X Link](https://x.com/CapitalJurassic/status/1691919838145556541)  2023-08-16T21:08Z [----] followers, [----] engagements


"Been buying a little bit of BATS.LN $BTI the decoupling is getting pretty stark. At this point in the market a defensive name w/ relatively low downside risk seems quite appealing. +15.5% FCF yield yes it is levered but weighted cpn only 4.09% & paying down debt w/ FCF"  
[X Link](https://x.com/CapitalJurassic/status/1699894761187164448)  2023-09-07T21:17Z [----] followers, [----] engagements


"@junkbondinvest Those are the high water flood pant by Ferragamo. It is rare to see that level of tailoring today for a middle market investment banker"  
[X Link](https://x.com/CapitalJurassic/status/1709275388654854437)  2023-10-03T18:33Z [----] followers, [---] engagements


"@therealjunto Risk Department 5% drawdown please leave"  
[X Link](https://x.com/anyuser/status/1720134520358219976)  2023-11-02T17:43Z [----] followers, [----] engagements


"Guy who has done a bunch of shitty SPACs fleecing investors gives advice to investors. 😂🤣😬 You can't make this up"  
[X Link](https://x.com/CapitalJurassic/status/1727452119840485741)  2023-11-22T22:20Z [----] followers, [----] engagements


"No risks here at all. move on folks #Citadel #Balyasny #Millenium"  
[X Link](https://x.com/anyuser/status/1730315346714730608)  2023-11-30T19:58Z [----] followers, [----] engagements


"$AZO $ORLY $AAP One-quarter of South Korea car repair shops close due to higher EV penetration. These look like really juicy shorts what's the bull thesis after U.S. EV penetration keeps moving higher https://koreajoongangdaily.joins.com/news/2024-01-30/business/industry/A-quarter-of-Koreas-car-repair-shops-close-as-EV-boom-takes-toll/1969417 https://koreajoongangdaily.joins.com/news/2024-01-30/business/industry/A-quarter-of-Koreas-car-repair-shops-close-as-EV-boom-takes-toll/1969417"  
[X Link](https://x.com/anyuser/status/1769815929032950201)  2024-03-18T19:59Z [----] followers, [----] engagements


"$GOOGL Google Cloud (GCP) growing 28.4% not too shabby & Youtube Ads still growing 20%🔥"  
[X Link](https://x.com/CapitalJurassic/status/1783593591064916313)  2024-04-25T20:27Z [----] followers, [---] engagements


"I remember a few months ago when these clowns (particularly Brad) were saying something like $GOOGL was a short & something to avoid. 🤡🤡😂 Gurley: "Google has a ton of assets. There's a world where they get AI so right that people move to the Google stack because the integration is so amazing. They're really the only ones that have that" https://t.co/X7NA9YTHOu Gurley: "Google has a ton of assets. There's a world where they get AI so right that people move to the Google stack because the integration is so amazing. They're really the only ones that have that" https://t.co/X7NA9YTHOu"  
[X Link](https://x.com/anyuser/status/1791523946652700998)  2024-05-17T17:39Z [----] followers, [----] engagements


"Or said another way from the Viking Analyst. "we lost our asses on $FIVE we didn't do any work on shrinkage didn't speak with $DG or $DLTR didn't look at the Temu/Shein/China App trends we just thought Five was a novel concept." lol Its your job Tiger Cub to evaluate the read throughs. You should have sold https://t.co/6MovUknX4h lol Its your job Tiger Cub to evaluate the read throughs. You should have sold https://t.co/6MovUknX4h"  
[X Link](https://x.com/anyuser/status/1801338643489165321)  2024-06-13T19:39Z [----] followers, 32K engagements


"@meetblossomapp Who cares business doesn't make money"  
[X Link](https://x.com/CapitalJurassic/status/1884812345500664309)  2025-01-30T03:54Z [----] followers, [--] engagements


"@MadsCapital The juice is loose he can dodge all the losses in the market & stay perfectly hedged. If he was at Millenium Citadel or P72 he would be the best PM out of all of POD teams. I just hope he doesn't get a $50m guarantee and we lose access to him on FinTwit"  
[X Link](https://x.com/CapitalJurassic/status/1887164616238596278)  2025-02-05T15:41Z [----] followers, [---] engagements


"@AggieCapitalist $IBM is so overvalued I'm long $MSFT & $GOOGL vs short $IBM & $TSLA. imho $IBM is an AI pretender. It's a legacy business that somehow got lumped into an AI basket. I also remember when $META traded at a massive discount to $IBM that pair trade did quite well"  
[X Link](https://x.com/anyuser/status/1887185239102902334)  2025-02-05T17:03Z [----] followers, [----] engagements


"Highest conviction short on the next couple earnings is $ONON inventory appearing everywhere in clearance channels. Specifically at $JWN (Nordstrom Rack) 20-40% off the largest assortment of $ONON shoes there versus any other brand by 5x including $DECK Hokas"  
[X Link](https://x.com/anyuser/status/1887946188974125206)  2025-02-07T19:27Z [----] followers, [----] engagements


"@ArrakisGlobal A former Microsoft employee"  
[X Link](https://x.com/CapitalJurassic/status/1892966458323247143)  2025-02-21T15:55Z [----] followers, 23.2K engagements


"Satya hints at it just recently. https://x.com/8teAPi/status/1892383248661274699 Satya is Out TLDR: MSFT doesnt believe in AGI wary of overinvestment OpenAI partnership is over A. AI and AGI are overhyped - Us self-claiming some AGI milestone that's just nonsensical benchmark hacking to me. The real benchmark is: the world growing at 10%. B. Very https://t.co/oIWENByB6S https://x.com/8teAPi/status/1892383248661274699 Satya is Out TLDR: MSFT doesnt believe in AGI wary of overinvestment OpenAI partnership is over A. AI and AGI are overhyped - Us self-claiming some AGI milestone that's just"  
[X Link](https://x.com/CapitalJurassic/status/1892998229790224681)  2025-02-21T18:02Z [----] followers, 96.3K engagements


"Interesting to see that Value Investors Club members think that I caused the $1 trillion market meltdown on Friday. not little ol' me Rumor going around that $MSFT is paying penalties to get out of some data center contracts & power agreements-- changing tone drastically on CAPEX growth. Might be another DeepSeek shockwave to the semi supply chain. Rumor going around that $MSFT is paying penalties to get out of some data center contracts & power agreements-- changing tone drastically on CAPEX growth. Might be another DeepSeek shockwave to the semi supply chain"  
[X Link](https://x.com/CapitalJurassic/status/1893858070599549079)  2025-02-24T02:58Z [----] followers, [----] engagements


"For those that thought my post was "fake news""  
[X Link](https://x.com/anyuser/status/1893858408387801443)  2025-02-24T03:00Z [----] followers, [----] engagements


"$ONON Continues to get more interesting as a short. $DECK falling apart both $DECK and $ONON clearing inventory at the wholesale channel. $ONON has yet to re-rate guidance I think is going to be tough w/ the amount of inventory in the channel. $ONON Priced for perfection imho"  
[X Link](https://x.com/anyuser/status/1894112029637562868)  2025-02-24T19:47Z [----] followers, [----] engagements


"Name me a company more exposed to an economic slowdown than $DASH I honestly don't think ppl will be getting coffee grocery & food deliveries in an economic slowdown/recession"  
[X Link](https://x.com/anyuser/status/1895153297658368135)  2025-02-27T16:45Z [----] followers, 23K engagements


"New POD Boi trade long $GOOGL short $AAPL. $AAPL 27x forward net debt B/S essentially no growth 2.6% YoY no AI. $GOOGL 16x EPS YoY sales 14% growth net cash B/S Waymo scaling/leading AI growth and Cloud"  
[X Link](https://x.com/anyuser/status/1899470511186297289)  2025-03-11T14:40Z [----] followers, [----] engagements


"How is $TMUS not a short here Trades at a massive premium to any peers growth slowing most of the easy mkt share gains are over and done w/. much tougher forward comps"  
[X Link](https://x.com/anyuser/status/1901658299612766278)  2025-03-17T15:34Z [----] followers, [----] engagements


"@awealthofcs @dougboneparth @bpsandpieces @michaelbatnick Cringe. A lot of finance grifters"  
[X Link](https://x.com/CapitalJurassic/status/1902440740531401196)  2025-03-19T19:23Z [----] followers, [---] engagements


"@Beth_Kindig When you have a ton of easy money funding anything is possible. I think it is going to be hard to even IPO this pile of garbage. $MSFT cutting DC capacity & paying to get out of contracts shows you all you need to know-- a 62% CoreWeave customer. 😂🤣"  
[X Link](https://x.com/CapitalJurassic/status/1902778615445491934)  2025-03-20T17:45Z [----] followers, [---] engagements


"$NVDA $MSFT #Semiconductors https://www.bloomberg.com/news/articles/2025-03-26/microsoft-abandons-more-data-center-projects-td-cowen-saysembedded-checkout=true Rumor going around that $MSFT is paying penalties to get out of some data center contracts & power agreements-- changing tone drastically on CAPEX growth. Might be another DeepSeek shockwave to the semi supply chain. https://www.bloomberg.com/news/articles/2025-03-26/microsoft-abandons-more-data-center-projects-td-cowen-saysembedded-checkout=true Rumor going around that $MSFT is paying penalties to get out of some data center contracts"  
[X Link](https://x.com/anyuser/status/1904933413146001870)  2025-03-26T16:28Z [----] followers, [----] engagements


"$CRWV going to be the canary in the coal mine for AI names. The depreciation trickery with such a capital intensive business while promoting an IPO hasn't been seen in a long time on a $25B mkt cap Co. Getting that tech bubble feeling in my core $CRWV going to be a disaster. "The S-1 surprisingly fits infrastructure depreciation outside of COGS in order to boast a 75% gross margin. How misleading. when bringing back depreciation into COGS we show CoreWeave is actually running on 30% gross margins." - NewStreet $CRWV going to be a disaster. "The S-1 surprisingly fits infrastructure"  
[X Link](https://x.com/anyuser/status/1905291397411876979)  2025-03-27T16:10Z [----] followers, [----] engagements


"@buccocapital Geez such a bad look One of the biggest POS execs out there"  
[X Link](https://x.com/CapitalJurassic/status/1905430753749377262)  2025-03-28T01:24Z [----] followers, [----] engagements


"Yessir Is Google $GOOGL the best deal in the stock market right now https://t.co/7u1npypok1 Is Google $GOOGL the best deal in the stock market right now https://t.co/7u1npypok1"  
[X Link](https://x.com/CapitalJurassic/status/1905825873921466842)  2025-03-29T03:34Z [----] followers, [---] engagements


"Amazing $COST holding up so well given the cyclical nature of their offering. Apparel furniture mattresses consumer electronics outdoor lifestyle items etc. Begs the question should this be trading at 45x forward or 25-30x when these headwinds become more apparent. EBIT hit to retailers if they pass on none of the new tariffs. https://t.co/CofH5jELnb EBIT hit to retailers if they pass on none of the new tariffs. https://t.co/CofH5jELnb"  
[X Link](https://x.com/anyuser/status/1909714368821940320)  2025-04-08T21:06Z [----] followers, [----] engagements


"A quick lay of the land in AI and how I think one should be positioned in this environment. I would be slightly long the higher quality names in the space $NVDA $AVGO (2/4 that provide interconnects) $ASML and short the power names $VST $VRT $GEV $BE etc"  
[X Link](https://x.com/anyuser/status/1914344954861686921)  2025-04-21T15:46Z [----] followers, [----] engagements


"It also has massive exposure to higher rates and a real economic cycle like '08/'09. Weak dollar & higher rates = bad for PE they were the toll collector for global inbound capital associated w/ American exceptionalism and now that is reversing. Blackstone is now down 40% from its November highs and is right back at its post-Liberation Day lows. Remember this is probably the best run manager of private assets in the world so just consider how your run of the mill PE or VC shop is looking right now. https://t.co/kCIghmOjaG Blackstone is now down 40% from its November highs and is right back at"  
[X Link](https://x.com/CapitalJurassic/status/1914400411475435643)  2025-04-21T19:26Z [----] followers, [----] engagements


"$COST is a great company however at this multiple w/ the headwinds investors may not see any meaningful returns for 4-5 years and that is if growth holds up. While I think the stock has reasonable downside of -30-40% if growth slows & the multiple contracts to the hist. mean"  
[X Link](https://x.com/anyuser/status/1915078162393743790)  2025-04-23T16:19Z [----] followers, [---] engagements


"What people don't realize is that Izzy could basically shut-down Kodai whenever he wanted-- last time I spoke w/ them it was almost all the capital. Izzy had such a big allocation the economics don't work once he leaves w/ just a small co-mingled LP base. Kodai a hedge fund backed by Izzy Englanders Millennium Management is returning capital to all clients https://t.co/8ESkMaV8ZG via @markets Kodai a hedge fund backed by Izzy Englanders Millennium Management is returning capital to all clients https://t.co/8ESkMaV8ZG via @markets"  
[X Link](https://x.com/CapitalJurassic/status/1915102803296711002)  2025-04-23T17:57Z [----] followers, [----] engagements


"After the $GOOGL quarter a significant beat on pretty much every angle-- after all that you got +1.8%. Why be long any mega-cap tech into a earnings print. It doesn't look like you get rewarded for good prints and probably get destroyed on an actual miss (guide)"  
[X Link](https://x.com/CapitalJurassic/status/1915801917327872285)  2025-04-25T16:15Z [----] followers, [----] engagements


"Cliff & Patrick high fiving each other about $CVNA is probably a good sign to start fading this. Business is highly susceptible to a recession $KMX having issues delinquencies becoming a bigger issue. No position just thinking about this being "toppy" https://podcasts.apple.com/us/podcast/cliff-sosin-investing-in-carvana/id1154105909i=1000705376562 https://podcasts.apple.com/us/podcast/cliff-sosin-investing-in-carvana/id1154105909i=1000705376562"  
[X Link](https://x.com/anyuser/status/1917310643964719204)  2025-04-29T20:10Z [----] followers, [----] engagements


"Egg prices next $CALM is a bubble. Wholesale prices already starting to collapse. Breeder chickens about to go into a multi-year high hen to egg production is [--] months eggs very quickly will be in an oversupply. Global Olive Oil price has plummeted 45% over the last [--] months 🫒🫒 https://t.co/6BzEvxcN1R Global Olive Oil price has plummeted 45% over the last [--] months 🫒🫒 https://t.co/6BzEvxcN1R"  
[X Link](https://x.com/anyuser/status/1917782026704282100)  2025-05-01T03:24Z [----] followers, [----] engagements


"It is pretty amazing that folks are in a panic over $GOOGL & it being impaired by AI when the entire business models of $ADBE & $CRM will soon be under attack from all sides. Gemini doubling down on this advantage https://t.co/cXtYzTQspf Gemini doubling down on this advantage https://t.co/cXtYzTQspf"  
[X Link](https://x.com/anyuser/status/1920156120955420677)  2025-05-07T16:37Z [----] followers, [----] engagements


"@TMTBreakout $NFLX at a $500B mkt cap LTM trailing EBIT of only $11B roughly half of your $22B EBIT estimate (where do you get this btw). Arguably Youtube is a much better business with higher long-term margins & these business are growing at roughly the same rate. Value is way off imho"  
[X Link](https://x.com/CapitalJurassic/status/1920161978229694673)  2025-05-07T17:01Z [----] followers, [----] engagements


"$AVGO +80% off the lows in a month seems just a tad overdone. call me crazy"  
[X Link](https://x.com/anyuser/status/1922343859297697965)  2025-05-13T17:31Z [----] followers, [----] engagements


"A basic rip off a crummy margin loan (with a ton of extra costs associated w/ it) disguised as getting even with the rich. I can't wait to see the margin calls on this product. Its been almost five years to the day since the idea first hit me. I was working at Goldman Sachs watching wealthy clients grow their fortunes. There was nothing magical about it they just had the one thing that mattered most: capital to compound. https://t.co/265uCx1GJW Its been almost five years to the day since the idea first hit me. I was working at Goldman Sachs watching wealthy clients grow their fortunes. There"  
[X Link](https://x.com/CapitalJurassic/status/1922389876177002838)  2025-05-13T20:33Z [----] followers, [----] engagements


"Even though mgmt. won't admit it it is a GLP-1 victim. North America sales down LSD rest of the world okay. Look at $GIS same trends lower consumption. $YUM is also a short imho heavy consumers that are on GLP-1s are not purchasing at the same rate or all skipping all FF $PEP has done a full Rainbow move over the past [--] years. Are the brands broken Im starting to get a tingling feeling about the dividend https://t.co/FSesNib9Is $PEP has done a full Rainbow move over the past [--] years. Are the brands broken Im starting to get a tingling feeling about the dividend https://t.co/FSesNib9Is"  
[X Link](https://x.com/anyuser/status/1922393098237206739)  2025-05-13T20:46Z [----] followers, [----] engagements


"@TidefallCapital Christian was highly defensive the entire talk would barely let Hohn speak freely. Christian knows that most allocators are wanting their money back through DPI or a complete return of capital but there is no liquidity he talks about a "great" company being disrupted by AI"  
[X Link](https://x.com/CapitalJurassic/status/1922405129300427163)  2025-05-13T21:34Z [----] followers, [----] engagements


"The DA Davidson thesis this morning on $GOOGL is an extremely low probability that on a SOTP are worth $300. It's sort of a like a company that has held cheap land on its books for [--] years SOTP may be 2x but mgmt. isn't going to do anything. No catalyst"  
[X Link](https://x.com/CapitalJurassic/status/1923396966257512544)  2025-05-16T15:15Z [----] followers, [----] engagements


"David Tepper. "I'm going all-in on China. I do not care these are extremely cheap assets." Meanwhile selling all the Chinese extremely cheap assets a few months later. Got everyone on board and then rug pulled em David Tepper's Appaloosa latest 13F. He's one of the best traders/Market Wizards out there. Reducing a lot of exposure across the board. Interesting. https://t.co/SKm2EZnxn2 David Tepper's Appaloosa latest 13F. He's one of the best traders/Market Wizards out there. Reducing a lot of exposure across the board. Interesting. https://t.co/SKm2EZnxn2"  
[X Link](https://x.com/CapitalJurassic/status/1923414414826283031)  2025-05-16T16:25Z [----] followers, [----] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing