# ![@CitronResearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::236953420.png) @CitronResearch Citron Research

Citron Research posts on X about citron, $rgti, ai, $cccx the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::236953420/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::236953420/c:line/m:interactions.svg)

- [--] Week [-------] -62%
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- [--] Year [----------] +26%

### Mentions: [--] [#](/creator/twitter::236953420/posts_active)
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- [--] Week [--] +8%
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### Followers: [-------] [#](/creator/twitter::236953420/followers)
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- [--] Week [-------] -0%
- [--] Month [-------] +0.13%
- [--] Months [-------] +2.30%
- [--] Year [-------] +2.70%

### CreatorRank: [-------] [#](/creator/twitter::236953420/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::236953420/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[automotive brands](/list/automotive-brands)  #6004 [stocks](/list/stocks)  44.66% [finance](/list/finance)  38.83% [technology brands](/list/technology-brands)  24.27% [cryptocurrencies](/list/cryptocurrencies)  #5438 [exchanges](/list/exchanges)  #1059 [countries](/list/countries)  4.85% [financial services](/list/financial-services)  0.97% [celebrities](/list/celebrities)  0.97% [social networks](/list/social-networks)  0.97%

**Social topic influence**
[citron](/topic/citron) #22, [$rgti](/topic/$rgti) #10, [ai](/topic/ai) 16.5%, [$cccx](/topic/$cccx) #8, [the most](/topic/the-most) 10.68%, [$rkt](/topic/$rkt) 10.68%, [investment](/topic/investment) 6.8%, [ceo](/topic/ceo) 6.8%, [business](/topic/business) 6.8%, [future](/topic/future) 6.8%

**Top accounts mentioned or mentioned by**
[@bullmeechum3](/creator/undefined) [@koonesedward](/creator/undefined) [@mistictrader](/creator/undefined) [@xyzdkfe](/creator/undefined) [@martinshkreli](/creator/undefined) [@paullecoque](/creator/undefined) [@stockexpertpro2](/creator/undefined) [@divestech](/creator/undefined) [@spacinsider](/creator/undefined) [@catstates](/creator/undefined) [@securitize](/creator/undefined) [@secenforcement](/creator/undefined) [@clamancountdown](/creator/undefined) [@squawkstreet](/creator/undefined) [@saylor](/creator/undefined) [@buzzzinn2](/creator/undefined) [@realbaronkarza](/creator/undefined) [@zerobasta](/creator/undefined) [@themagnifishit](/creator/undefined) [@misteraccord](/creator/undefined)

**Top assets mentioned**
[Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [The GEO Group, Inc. (GEO)](/topic/$geo) [Teladoc Health, Inc. (TDOC)](/topic/$tdoc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [AppLovin Corporation (APP)](/topic/$app) [GameStop, Corp. (GME)](/topic/$gme) [loanDepot, Inc. (LDI)](/topic/$ldi) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [IonQ, Inc. (IONQ)](/topic/$ionq) [Mario Coin (COIN)](/topic/$coin) [Bitcoin (BTC)](/topic/bitcoin) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [IBM (IBM)](/topic/ibm) [Salesforce Inc (CRM)](/topic/$crm) [Workday Inc (WDAY)](/topic/$wday) [Coinbase Global Inc. (COIN)](/topic/coinbase)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Citron adds to $CCCX. Based ontechnology valuation and national-security relevance$CCCXshould tradeat least $27if$RGTIis valued at todays price @DivesTech laid out his [----] outlook including a scenario where theTrump Administration makes a strategic investment in a U.S. quantum company for national security. If that happensone company stands out head-and-shoulders above the rest. .Dont take Citrons word for it. We askedboth Gemini and Claudewhich U.S. quantum company would be the logical choiceif the government were investing on valuation and national-security grounds. The answer"  
[X Link](https://x.com/CitronResearch/status/2002032092423901559)  2025-12-19T15:03Z 370.9K followers, 61.7K engagements


"$IBM conference call gives visbility into $RGTI going back to single digits and $CCCX going much higher.- During the Q4 [----] earnings call yesterday IBM CEO Arvind Krishna didn't mince words about where the industry is going which should make every Rigetti bull fold their hands while the still have them. "Quantum advantage will require high-performing hardware and in December we deployed our first 120-qubit IBM Quantum Nighthawk-based system for use by our clients." The Citron Takeaway: IBM just told you that the "standalone" quantum computer is a dinosaur. If youre Rigetti sitting there at a"  
[X Link](https://x.com/CitronResearch/status/2016874039772336183)  2026-01-29T14:00Z 370.9K followers, 38.3K engagements


"$QBTS When an $8B quantum company moves from Palo Alto to Boca Raton and suddenly doubles revenue via a deal with local FAU maybe theres a valuation disconnect worth examining. I love Boca its home. Great golf beaches and a solid place to do business. FAU is a fine local university with real regional achievements. Just not exactly quantum central. Maybe $RGTI will move here also. (Geez I am getting too nice these days) https://twitter.com/i/web/status/2016160508408168588 https://twitter.com/i/web/status/2016160508408168588"  
[X Link](https://x.com/CitronResearch/status/2016160508408168588)  2026-01-27T14:44Z 370.9K followers, 43.7K engagements


"$S SentinelOne is time to pound the table. Clawdbot is the tell- Autonomous Agents the conversation has just begun and $S has the lead in protecting the house The market is still arguing about chatbots. The real shift is Autonomous Agents and Clawdbot shows exactly where security breaks. Clawdbot uses the Model Context Protocol (MCP) to take real-world actions on your computer reading files executing commands moving data. That creates a massive blind spot. Traditional antivirus cant see inside an AI conversation. It has no idea when an agent has been hijacked by a malicious prompt until after"  
[X Link](https://x.com/CitronResearch/status/2016174746149286079)  2026-01-27T15:41Z 370.9K followers, 602.5K engagements


"How did this one age I admit when I heard it I thought maybe I am ignorant and don't understand turns out the more jargon the more nonsense. https://www.youtube.com/watchv=Fztho2KqqdU https://www.youtube.com/watchv=Fztho2KqqdU"  
[X Link](https://x.com/CitronResearch/status/2019409880470163471)  2026-02-05T13:56Z 370.9K followers, 51.5K engagements


"Now did I make these go lower or the truth [--] mos ago Andrew Left on FOX discussing shorts in $PLTR $APP $RGTI and the challenges of $CRM and $WDAY https://www.foxbusiness.com/video/6380288756112 https://www.foxbusiness.com/video/6380288756112"  
[X Link](https://x.com/CitronResearch/status/2019080207571833149)  2026-02-04T16:06Z 370.9K followers, 22.2K engagements


"$APP literally [--] weeks ago The good short calls make up for the face made for radio"  
[X Link](https://x.com/CitronResearch/status/2021969883983122672)  2026-02-12T15:29Z 370.9K followers, 25.2K engagements


"As the reposted story shows $CCCX is leading the quantum race real revenue real tech. But the market hasnt caught up. Even if quantum settles in parity with $RGTI still puts $CCCX north of $60. $CCCX Due diligence never sleeps. just listening to the @spac_insider interview with infleqtion CEO and he mentioned that the recent quantum record breakthrough at CalTech was with glass atoms they bought from infleqtion https://t.co/SMqu5vAncB $CCCX Due diligence never sleeps. just listening to the @spac_insider interview with infleqtion CEO and he mentioned that the recent quantum record breakthrough"  
[X Link](https://x.com/CitronResearch/status/1978070375616454682)  2025-10-14T12:08Z 371K followers, 125.3K engagements


"$cccx Googles new post from today on useful quantum is actually a big positive for Infleqtion. Theyre basically saying the first wins in quantum will come from hybrid systems that slot into existing AI computenot some moonshot hardware bet. Thats exactly what CCCX has been building. While everyone else is chasing qubit headlines Infleqtion is making the pieces NVIDIA Google and the big players can actually use right now. This is the cleanest way to be long the real quantum https://blog.google/technology/research/useful-quantum-computing-applications/"  
[X Link](https://x.com/CitronResearch/status/1989030780337811648)  2025-11-13T18:01Z 371K followers, 232.8K engagements


"$CEPT Short-term price action muted but been getting nothing but positive feedback only reinforces the thesis: this is going much higher. Larry Fink [----] Annual Letter: "Every stock every bond every fundevery assetcan be tokenized. If they are it will revolutionize investing." Look Citron is a die-hard skeptic. We've seen every hype cycle come and go. But tokenization This is real. Securitize isn't just the leaderthey're laps ahead of everyone else. BlackRock KKR Apollo all running on their rails. Hamilton Lane a $1 trillion firm expects to more than double their Securitize investment. Once"  
[X Link](https://x.com/CitronResearch/status/2012158936271479281)  2026-01-16T13:44Z 370.9K followers, 34.3K engagements


"The Moat: Securitize is the ONLY vertically integrated player with the full stack: SEC-registered Digital Transfer Agent SEC-registered Broker-Dealer SEC-regulated ATS Fund Admin NYSE needs a registry. That is Securitizes wheelhouse"  
[X Link](https://x.com/CitronResearch/status/2013601364690010315)  2026-01-20T13:15Z 370.9K followers, 10.9K engagements


"Bottom Line: $SECZ is the "picks and shovels" play for the new financial internet. The market is finally waking up: NYSE didn't just create a competitor; they created a massive new customer base for Securitize"  
[X Link](https://x.com/CitronResearch/status/2013601366564839774)  2026-01-20T13:15Z 370.9K followers, 10.9K engagements


"$VPG This was another quiet double for Citron Proud of the work.no position now. https://wallstreetpit.com/125740-vishay-precision-soars-after-citrons-bullish-call/#google_vignette https://wallstreetpit.com/125740-vishay-precision-soars-after-citrons-bullish-call/#google_vignette"  
[X Link](https://x.com/CitronResearch/status/2014004247180751135)  2026-01-21T15:56Z 370.9K followers, 22.7K engagements


"Been doing this for [--] years. The edge is conviction plus timing. Knowing when to walk away and when to press. And always checking whether the narrative has shifted before Wall Street notices. One of those moments just showed up"  
[X Link](https://x.com/CitronResearch/status/2016173929782460541)  2026-01-27T15:38Z 370.9K followers, 219.8K engagements


"$BACQ is the most compelling risk/reward stock in the market today. Stock could triple from here and not even blink. While DC debates million-dollar handouts to quantum computing companies that won't deliver for a decade the real national security play is trading at an $800M pre-money valuation ($925M post-money) with actual Pentagon contracts already signed. Stock could go $3 bil ($30) and think nothing of it. If the government is serious about strategic technology investments this is what they should be backing - and at a fair price. Wall Street has completely lost the plot. Quantum stocks"  
[X Link](https://x.com/CitronResearch/status/1981396793691939239)  2025-10-23T16:26Z 370.9K followers, 148.4K engagements


"RT @Cat_States: Today's the day. $CCCX redemption deadline: 5:00 PM ET. Anyone redeeming would be walking away from what might be the most"  
[X Link](https://x.com/CitronResearch/status/2021219780879880209)  2026-02-10T13:48Z 370.9K followers, [--] engagements


"Gemini also agrees that if the administration was going to take a strategic position in any quantum computing company it would be Infleqtion. $cccx. The stock will probably make its big move when symbol is changed. [--]. CCCX (Infleqtion) The Most "Tactical" Priority While other companies are building massive computers for the future Infleqtion (which is merging with the CCCX SPAC) is building quantum hardware the military can use today. National Security Role: They are the undisputed leaders in Quantum Sensing and Quantum PNT (Positioning Navigation and Timing). The Pentagon views them as the"  
[X Link](https://x.com/CitronResearch/status/2002062825611546629)  2025-12-19T17:05Z 370.9K followers, 33.6K engagements


"$CEPT. Who knows how high this can go As real and pedigreed as we have seen any SPAC in YEARS https://citronresearch.com/ https://citronresearch.com/"  
[X Link](https://x.com/CitronResearch/status/2011822338145153136)  2026-01-15T15:26Z 370.9K followers, 23.4K engagements


"$CEPT The NYSE Tokenization announcement isn't a threatits the ultimate validation. While the market thinks the "big boys" are building in-house theyre actually building on the plumbing Securitize already owns. . https://www.businesswire.com/news/home/20260119300589/en/The-New-York-Stock-Exchange-Develops-Tokenized-Securities-Platform https://www.businesswire.com/news/home/20260119300589/en/The-New-York-Stock-Exchange-Develops-Tokenized-Securities-Platform"  
[X Link](https://x.com/CitronResearch/status/2013601360403452089)  2026-01-20T13:15Z 370.9K followers, 52.1K engagements


"$CEPT Besides Greenland tokenization was THE buzzword at Davos and there's only one pure-play way to invest in it. Securitize. Larry Fink isn't a stock promoter he's a client. BUIDL 7x'd in a year. BitGo just IPO'd at $2.2B for custody a commodity business with margins going one direction: down. Securitize owns the picks and shovels. Can't even put a price target on a TAM this big and a market this blue sky. LFG https://twitter.com/i/web/status/2014738576714424374 https://twitter.com/i/web/status/2014738576714424374"  
[X Link](https://x.com/CitronResearch/status/2014738576714424374)  2026-01-23T16:34Z 370.9K followers, 32.3K engagements


"What software platform has a $300 billion market cap has been in development for a decade no large customers actively traded and generates less revenue than a mid-tier SaaS company"  
[X Link](https://x.com/CitronResearch/status/2019097802182455532)  2026-02-04T17:16Z 370.9K followers, 249.5K engagements


"Added to position $CCCX. Remain long Infleqtion and short $RGTI. Voted ALL my shares Why Because Infleqtion just secured a $6.2M ARPA-E contract with the U.S. DOE to apply quantum computing to real U.S. energy-grid optimization alongside Argonne National Lab EPRI and ComEd. Thats government validation real partners and an actual use case not a slide deck. Meanwhile Rigetti Computing delayed its 108-qubit system again in January still working through hardware complexities while trading like its already won the quantum race. One company is deploying quantum into national infrastructure. The"  
[X Link](https://x.com/CitronResearch/status/2021223226701910205)  2026-02-10T14:02Z 370.9K followers, 57K engagements


"Calling the top in software wasnt easy but every cycle has low-hanging fruit. The same analysts who marched investors into $DUOL with a $500 price target eight months ago were crying foul that I was pounding the table on the short even using a government case against me as ammo instead of debating the numbers.Dont blame AI disruption or terminal value resets. That wasnt bad luck. It was lazy analysis with zero accountability.you know who are. https://www.gurufocus.com/news/3045614/morgan-stanley-raises-price-target-for-duolingo-duol-to-500-duol-stock-newsmobile=true"  
[X Link](https://x.com/CitronResearch/status/2021611721253621996)  2026-02-11T15:46Z 370.9K followers, 25.2K engagements


"$CCCX $RGTI $IONQ $QBTS How quickly things will change soon once Infleqtion changes name merger complete and analyst coverage. Today asked Claude: If you had no knowledge of their current market caps or stock prices and could only evaluate these four quantum computing companies on their technology contracts team revenue and competitive positioning how would you rank them from most valuable to least valuable: Rigetti IonQ D-Wave and Infleqtion Answer: [--]. Infleqtion DARPA-validated multi-modality real defense revenue NVIDIA partnership 230+ patents strongest competitive moat [--]. IonQ Legitimate"  
[X Link](https://x.com/CitronResearch/status/2021956166146724070)  2026-02-12T14:34Z 370.9K followers, 35.6K engagements


"$CEPT $COIN Yesterdays Coinbase call confirmed it: the "Everything Exchange" is their #1 priority for [----]. This isn't a theory; Brian Armstrong is explicitly pivoting to tokenized equities. Tokenization more important than $BTC This is a direct validation for Securitize ($SECZ / $CEPT). The risk/reward here is notably asymmetric: Institutional "Kingmakers" are in: Goldman Sachs just filed a 13G (January [--] 2026) disclosing a 5.9% stakein the Cantor SPAC ($CEPT) taking Securitize public. They join BlackRock which already uses Securitize as the infrastructure for its $2B+ BUIDL fund. Coinbase"  
[X Link](https://x.com/CitronResearch/status/2022352075947114707)  2026-02-13T16:48Z 370.9K followers, 31.6K engagements


"$CHWY $GME It seems pretty clear now: Keith Gill investing $200 mil in Chewy Unlikely this is his own money. Even selling all his GameStop without paying taxes it just doesn't add up. Remember investing is always at your own risk. If you're looking for aggressive buys Warren Buffetts 30% stake in Occidental looks far more compelling than following Kitty Man"  
[X Link](https://x.com/CitronResearch/status/1807747880423247974)  2024-07-01T12:07Z 371K followers, 678.2K engagements


"Funny Muddy Waters comment. I Spent all of [----] watching GSX going higher asking "who is buying this shit" Who does a short seller complain to when he was defrauded Justice served. $GOTU Prison https://t.co/JYumVj5eEh $GOTU Prison https://t.co/JYumVj5eEh"  
[X Link](https://x.com/CitronResearch/status/1811141341025386768)  2024-07-10T20:51Z 371K followers, 129.3K engagements


"$GEO has updated the NAV of their assets to over $45 a share. In a move that has gone mostly unnoticed by Wall St in their latest investor presentation. As stated by management Based on increased construction and development costs we believe that our company-owned facilities have a combined replacement value in excess of $6 billion. 📷 https://investors.geogroup.com/news-events-reports/presentations https://investors.geogroup.com/news-events-reports/presentations"  
[X Link](https://x.com/CitronResearch/status/1846978641676190004)  2024-10-17T18:16Z 371K followers, 1.1M engagements


"Fourteen months back Citron Research flagged GEO ($GEO) as a stock positioned to gain from the shifting border crisis and potential political changes. Over that time we've kept the updates coming and the stock has jumped 300% even though earnings havent really budged. This climb driven by multiple expansion highlights an important takeaway: in todays market perception can be just as influential as the fundamentals. Its a reminder that psychology is a powerful force in stock performance"  
[X Link](https://x.com/CitronResearch/status/1856344960133472579)  2024-11-12T14:35Z 371K followers, 518.2K engagements


"$SAVA illustrates the difficulty in shorting stocks. Has been a clear fraud for years but almost became an impossible short because of the "new market forces". Nice to see some good homework by @MartinShkreli added with a dose of reality to achieve real price discovery"  
[X Link](https://x.com/CitronResearch/status/1861043591369429143)  2024-11-25T13:45Z 371K followers, 147.4K engagements


"While we have had our share of dogs it is good to update a success story and put it in perspective [--] months after mention In July of this year while $RGTI was trading near $1 Citron suggested the stock saying it will be an ultimate beneficiary of a quantum computing hype. [--] months later with close to a 300% gain the stock seems to lofty and speculative with a market cap nearing $800 mil. Comparing to $NBIS you can see the striking difference between the two and investment vs a trade. $RGTI is still a science project with no meaningful product or revenue in the near future while $NBIS will do"  
[X Link](https://x.com/CitronResearch/status/1864693550841000153)  2024-12-05T15:29Z 371K followers, 76.2K engagements


"Small-cap quantum stocks are in a bubble but $QUBT stands out as the most ridiculous. The numbers tell the story. R&D spending is THE critical indicator in this space: last quarter $IONQ allocated $33M and $RGTI $12M modest figures next to tech giants like Google. Yet $QUBT spent a mere $2M on R&Da striking mismatch for a company claiming to 'offer integrated high-performance quantum systems.' Let's not forget the issued equity at $2.50 just a month ago. The financials simply dont alignfollow the data"  
[X Link](https://x.com/CitronResearch/status/1869400459267436877)  2024-12-18T15:12Z 370.9K followers, 297.1K engagements


"Grateful for the opportunity to engage in an open and honest conversation with Andrew Ross Sorkin. A step forward in sharing the truth within the framework of our system. Transparency benefits everyone. https://www.cnbc.com/video/2025/01/10/short-seller-andrew-left-addresses-government-fraud-charges-against-him.html https://www.cnbc.com/video/2025/01/10/short-seller-andrew-left-addresses-government-fraud-charges-against-him.html"  
[X Link](https://x.com/CitronResearch/status/1878554516242501984)  2025-01-12T21:27Z 371K followers, 198.6K engagements


"Rarely does Citron take a victory lap but congratulations to everyone who believed in $GEO. Citron first highlighted GEO in Sept. [----] at $7.50 and provided frequent updates throughout the year. As Mr. Market catches up the stocks success is clearnow its time for GEO to deliver on its solutions . Stay tunedCitron is actively searching for the next one"  
[X Link](https://x.com/CitronResearch/status/1878819862094499957)  2025-01-13T15:02Z 370.9K followers, 60.3K engagements


"Citron filed a petition for rulemaking with the SEC to protect freedom of speech for millions engaged in stock market conversationsactivist shorts technical longs meme traders all voices matter. We oppose pump & dumps and short and distorts but ask: What protects honest opinions If someone says 'I think Bitcoin is going higher' how long must they wait before selling https://www.dynamisllp.com/knowledge/andrew-left-sec-petition https://www.dynamisllp.com/knowledge/andrew-left-sec-petition"  
[X Link](https://x.com/CitronResearch/status/1883990529215521109)  2025-01-27T21:28Z 371K followers, 52.8K engagements


"$BABA Okay one last victory lap before diving into new ideasCitron has been ahead of the curve on Alibaba and Qwen for the past six months. But whats even more critical (and still overlooked) is Qwens enterprise applications. China lags the U.S. by decades in business software and the catch-up will be rapid. This is bullish for China overall and strengthens the long China trade https://www.pws.io/alibabas-new-ai-model-receives-positive-market-outlook-retail-investors-in-china-take-note https://www.pws.io/alibabas-new-ai-model-receives-positive-market-outlook-retail-investors-in-china-take-note"  
[X Link](https://x.com/CitronResearch/status/1884584429332398496)  2025-01-29T12:48Z 371K followers, 359.4K engagements


"$TDOC got solid feedback on yesterdays post. Look at $DOCS todaydigital tools fueling the telemedicine boom. Read their report: Teladoc is THE leader in telemedicine but its valuation is stunted by acquisition write-downs. AI + Healthcare = huge upside. Like $GEO the market is mispricing the asset. Ask yourself: If a telemedicine/AI company with $2.5B revenue & 100M members IPOd today what would it be worth https://www.doximity.com/reports/state-of-telemedicine-report/2024 https://www.doximity.com/reports/state-of-telemedicine-report/2024"  
[X Link](https://x.com/CitronResearch/status/1887875209966805075)  2025-02-07T14:44Z 370.9K followers, 57.7K engagements


"$GRRR 🚨 @SEC_Enforcement should halt trading in Gorilla Technologies. Citron doesn't invoke Rule 10b-5 lightlyProhibits false or misleading statements or omissions of material facts that mislead investors. Their recent press releases tout a massive deal worth hundreds of billions with Renato da Cruz Costa a figure entangled in at least [--] lawsuits in Brazil for embezzlement and financial default according to Brazilian media (O Globo). $GRRR CEO's exaggerated claims have reached absurdity even suggesting their upcoming token valuation begins with a "T" (trillions) How can analysts endorse a"  
[X Link](https://x.com/CitronResearch/status/1901649333084140025)  2025-03-17T14:58Z 371K followers, 407.6K engagements


"Citron has remained disciplined in calling out shortsreserving our voice for only the most asymmetric setups. Over the past three years our largest short calls have been dead on. This isnt about fraud or a failing company. Its about a beloved consumer brand whose stock price is built on shaky assumptions and narrative sleight of hand. As technology renders the core product replaceablefor freeanalyst fantasies wont be enough to hold up a nosebleed. The business may survive. The stock price wont"  
[X Link](https://x.com/CitronResearch/status/1915784002059091990)  2025-04-25T15:04Z 371K followers, 269.2K engagements


"$DUOL. . Just Ask ChatGPT: Want to learn English or Spanish Just ask ChatGPT: Can you replicate a Duolingo class What youll get is faster personalized and free. No ads no hearts no mascot guilt trips. ChatGPT remembers your mistakes adapts to your style and improves constantly for $0. The core value prop that justified DUOLs valuation Already obsolete. "  
[X Link](https://x.com/CitronResearch/status/1915786545451487662)  2025-04-25T15:14Z 371K followers, 89.7K engagements


"This will be our call of the year Citron is officially pounding the table on $RKT. This isnt just a misunderstood stock. This is thesleeping juggernaut of real estateleveraging AI vertical integration and data to build the Amazon of Housing. Wall Street is asleep at this company which can just compound over the coming years Rocket doesnt need lower interest rates to win. Everyone thinks $RKT is just a beta play on mortgage refis. Thats dead wrong. Rocket is building the dominant real estate platformwhere higher ratesweed out competitionand drive more share to scale players. The U.S. mortgage"  
[X Link](https://x.com/CitronResearch/status/1922295155253821907)  2025-05-13T14:17Z 371K followers, 150.9K engagements


"What we could see in the first refi boom: Rocket EBITDA (future): $2B Mr. Cooper EBITDA: $1.5B Redfin EBITDA (post-synergy): $500M Total projected EBITDA: $4B Applying a 15x multiple (reasonable for a dominant AI-driven platform in a $12T TAM) the enterprise value = $60B. Assuming 1.8B shares outstanding that results in a share price of $33.33"  
[X Link](https://x.com/CitronResearch/status/1922296376937087135)  2025-05-13T14:22Z 371K followers, 47.7K engagements


"$RKT Rocket Mortgage is on track to become the most dominant mortgage company in the world within three years. The U.S. residential housing market is the largest commerce vertical on the planetbigger than autos bigger than health careand its still largely analog fragmented and inefficient. Rocket is fixing that. The acquisition of Mr. Cooper is a game over moment. It adds scale servicing reach low-cost leads and structural margin expansion. This will become a must-own for every serious large fund manager over the next year. This chart has gone underappreciated"  
[X Link](https://x.com/CitronResearch/status/1922306679817044009)  2025-05-13T15:03Z 371K followers, 83.1K engagements


"Just bought more $RKT Rocket is about to Rocket- and we have already seen a turning point. #amazonofhousing According to a Bloomberg Intelligence report released this morning it affirms all Citron points and gives DATA. After recently acquiring the servicing rights to Amerihome $RKT has seen a dramatic acceleration in refinance activity. That marked a turning point with the transferred loans subsequently refinancing significantly faster than average and even faster than Rockets own loans in many cases as Rocket took advantage of the newly attained servicing rights to generate more refinancing"  
[X Link](https://x.com/CitronResearch/status/1922673256789893510)  2025-05-14T15:20Z 371K followers, 92.9K engagements


"$RKT CEO Varun Krishna just presented at JPM and amongst many other points talks about how their $500 million investment in AI already paying off with 21% more clients 50% client/team efficiency 14% faster turns. CEO calls the company a "SLEEPING GIANT and the company has an opportunity of a lifetime to fix the broken home buying process. Will get the transcript soon"  
[X Link](https://x.com/CitronResearch/status/1922715586624356576)  2025-05-14T18:08Z 371K followers, 173.5K engagements


"$RKT Game on. ValueAct just filed a 10% stake. Mason Morfit isnt just any investorhes the mind who reshaped Microsoft from the boardroom. Citron has been active on Wall Street for 25+ years and Morfit remains one of the most strategic long-term thinkers weve ever met. When someone like that sees $RKT as a compounder its not about quarterly noiseits the start of a multi-year story. The CEO called Rocket a sleeping giant in its early innings yesterday. May the force be with you. that ones for Mason"  
[X Link](https://x.com/CitronResearch/status/1923119403777786252)  2025-05-15T20:52Z 370.9K followers, 303.5K engagements


"Yet Duolingo trades at 171x forward earnings SOO STUUPID forward earningsas if it has a moat pricing power and no threats. But its product is now easily copied squeezed by open-source tools below and Googles AI dominance above. The growth story is broken the brand is fading and the value prop has been redefined by a platform with global reach. $DUOL doesnt need a small correctionit needs a full re-rating. The calculator came for long division. Gemini just came for the owl"  
[X Link](https://x.com/CitronResearch/status/1925192205561401611)  2025-05-21T14:09Z 370.9K followers, 981.9K engagements


"We were short $DUOL before last earnings and got it wrong. But the thesis hasnt weakeneditsonly gotten stronger.Yesterday Google changed the entire language learning market at I/O [----]. Google translate can now replicate your sound tone and expression of our voice. Saying Googles new AI translation tool wont impact Duolingo is like saying calculators didnt reduce the need to learn arithmetic. Sure nothing replaces learning a language but lets not pretend this doesnt change the business. https://www.theverge.com/news/670322/google-meet-gemini-translation-ai-english-spanish"  
[X Link](https://x.com/CitronResearch/status/1925195708585414764)  2025-05-21T14:23Z 370.9K followers, 88.7K engagements


"$RKT Elizabeth Warren and Bernie Sanders have NEVER made Citron want to buy a stock.until now. In her June 3rd letter Senator Elizabeth Warren tried to sound the alarm on Rockets merger with Redfin and Mr. Cooperwhat she really did was ring the bell for investors to load up on Rocket stock. Warren warns the combined company will dominate the entire homebuying process. Yes exactlyand thats the point. For decades American homebuyers have been gouged by 56% real estate commissions and outdated mortgage processes that are slow paper-heavy and padded with junk fees. This merger threatens that"  
[X Link](https://x.com/CitronResearch/status/1930632361051365622)  2025-06-05T14:26Z 371K followers, 523.9K engagements


"$NBIS Citron was on $NBIS before a single analyst bothered to look. Six months later the Street finally caught up. Congrats to those who didnt need a buy rating to believe. https://www.fool.com/investing/2024/12/06/meet-the-next-ai-darling-that-citron-researchs-and/ https://www.fool.com/investing/2024/12/06/meet-the-next-ai-darling-that-citron-researchs-and/"  
[X Link](https://x.com/CitronResearch/status/1932102671227621765)  2025-06-09T15:49Z 371K followers, 400.1K engagements


"$GOGO +100% since our March [--] post no meme no hype just forgotten value. Not short here no opinion at this level. As for the obvious shorts out there Silence says enough. Were busy hunting the next double as always asymmetry wins"  
[X Link](https://x.com/CitronResearch/status/1935320046496358413)  2025-06-18T12:53Z 371K followers, 463.4K engagements


"How about this for a call In Feb [----] at the height of SPAC mania Citron said ASTS could hit $50. It crashed to the low single digits and now its almost there still pre-revenue. Heres the kicker: If you adjust for todays $10B market cap using the shares outstanding at the time the stock would be trading at $350. All without a dollar in sales. A little pat on the back but no chance touch it now not even with a satellite tether. God bless speculation."  
[X Link](https://x.com/CitronResearch/status/1936070216586252364)  2025-06-20T14:34Z 371K followers, 264.2K engagements


"$TDOC the largest telehealth company on earth is a coiled spring at a $1.2B market cap. And CEO just flipped the script Teladoc owns BetterHelp the #1 brand in online therapy. But until now BetterHelp was cash-pay only and that crushed conversions. Every year millions of users start the quiz give their email and drop off the moment they see the bill. Despite that it still became a billion-dollar business. But now everything has changed. Teladoc quietly acquired UpLift giving it the infrastructure to bill insurance and embed BetterHelp into employer plans Medicaid and commercial networks. This"  
[X Link](https://x.com/CitronResearch/status/1937152806844281177)  2025-06-23T14:16Z 371K followers, 686K engagements


"Here is full Citron thesis on $tdoc and why this is either going much higher naturally or will be bought this year by private equity. early but not wrong https://citronresearch.com/ https://citronresearch.com/"  
[X Link](https://x.com/CitronResearch/status/1937169202298949874)  2025-06-23T15:21Z 371K followers, 102K engagements


"A timely article published recently echoed the Citron sentiment predicting that TDOC could Easily double or triple from current levels. Citron has been receiving a surge of positive feedback on $TDOCespecially in the wake of the $HIMS unraveling. Investors are starting to recognize the value of a telehealth platform led by seasoned executives with a focus on whole-body care and an enterprise client base. It might not be as sexy as direct-to-consumer GLP-1 plays but it will win the race. Here are some excerpts from the story Leadership is a major part of the turnaround story Chuck Divita as"  
[X Link](https://x.com/CitronResearch/status/1938590801371804030)  2025-06-27T13:30Z 371K followers, 81.8K engagements


"$RKT Loved this quote from Brad Safalow in Barrons on Rockets recent tech moves and acquisitions. Even Elizabeth Warren would agree with this one: Rocket has the potential to be the single most disruptive company in the history of residential real estate. The U.S. housing market is a $45 trillion asset classlarger than the entire U.S. stock market. As mortgage rates easeand with the White House turning up the pressure to get them even lowerRocket is in the perfect spot. AI Housing Massive pent-up demand Pro-rate-cut administration = Explosive upside. Disruption is comingand $RKT is driving it"  
[X Link](https://x.com/CitronResearch/status/1940412266853380103)  2025-07-02T14:08Z 371K followers, 693.4K engagements


"Citron Research has followed $NVDA for years recognizing its AI potential before it became consensus. Congratulations to Jensen Huang and the entire Nvidia team on making history as the worlds first $4 trillion company an incredible milestone for tech and innovation. Flashback to November [--] 2018: Nvidia was reelingstock down nearly 25% post-Q3 earnings the market doubting its future. While AI was still a whisper Citron tweeted: Citron buys $NVDA. First time in [--] years the stock offers compelling risk-reward. $NVDA still a key player in AI and Data " What an understatement. We called it a buy"  
[X Link](https://x.com/CitronResearch/status/1943685315488825548)  2025-07-11T14:54Z 371K followers, 206K engagements


"$RKT $35 Trillion Opportunity Not our words Nice to see Motley Fool finally catching up to what Citron and ValueAct already saw. Why this stock will see highs at first fed flinch Rocket already boasts a 97% client retention rate and it is clearly good at what it does. An all-in-one real estate technology ecosystem that creates the most seamless experiences in the industry when it comes to selling financing buying moving servicing and more could be huge. That is the Amazon of housing Last week ValueActlegendary buyer of compoundersadded ANOTHER [--] million shares. They now hold [--] million"  
[X Link](https://x.com/CitronResearch/status/1945848005988589676)  2025-07-17T14:08Z 371K followers, 405.7K engagements


"$RKT a meme stock- NO WAY Rocket is building the $AMZN of mortgages a $13 Trillion sector 70% of all consumer debt. Retail didnt chase hypethey saw the obvious: Rocket + Mr. Cooper = a housing juggernaut. Dan Loeb said it best: A transformative synergy-rich merger between two technology leaders in a parochial cost-inflationary industry. On the earnings call CEO Varun Krishna said they can 10x the business using AIwithout adding headcount or costs.Thats what a true compounder looks like. Rates fall It rockets. Rates stay high It services [--] in [--] U.S. mortgages. This isnt a meme. This is what a"  
[X Link](https://x.com/CitronResearch/status/1952331090972082526)  2025-08-04T11:29Z 371K followers, 577.1K engagements


"$RKT to $35 our final word on this name (for now). Citron has always had respect for Dan Loeb of Third Point an event-driven investor who brings a calm calculated approach to asymmetric bets. So when he personally posts his Rocket thesis on Seeking Alpha we listen. Well admit it: we didnt fully appreciate the operational gap Rocket has created. As Loeb wrote: While the average originator takes [--] days to close a refi loan Rocket only takes [--] days and that key metric continues to fall. In fact over 50% of loans now close in less than [--] days. Thats not just a tech edge thats a category"  
[X Link](https://x.com/CitronResearch/status/1952730944135172313)  2025-08-05T13:58Z 370.9K followers, 457.7K engagements


"When exactly did Jim Cramer pivot from market commentator to full-blown stock promoter Ive always had respect for Jim hes got one of the toughest jobs in finance but posts like this are flat-out negligent when it comes to his audiences wallets. Palantir at these levels isnt an easy money story; its a high-multiple hype-driven narrative. If it falls back to $150 will we suddenly see him ringing the register and telling everyone it was obvious all along Palantir making its run to y $200 price target. Won't have to wait too long Palantir making its run to y $200 price target. Won't have to wait"  
[X Link](https://x.com/CitronResearch/status/1955601040511811646)  2025-08-13T12:03Z 371K followers, 133.3K engagements


"Citrons Andrew Left joins @ClamanCountdown today at [--] pm ET on Fox Business. In his last appearance on April [--] his calls delivered exceptional results: First Solar $135.35 $184.73 (+36.5%) Amazon $173.18 $221.47 (+27.9%) Short UVXY $35.22 $13.66 (61.2%) Long YINN $31.21 $44.12 (+41.4%) Tune in for his latest market insights and investment strategies"  
[X Link](https://x.com/CitronResearch/status/1955607895090815050)  2025-08-13T12:30Z 371K followers, 237.8K engagements


"$UNH On Fox Business Wednesday Citrons Andrew Left outlined the market rotation now underway. The first half of the year belonged to hyperscalers and AI darlings but leadership is shifting. Weve already capitalized on this trend $RKT up 80% since our initial recommendation by identifying companies outside the AI hype cycle that will see disproportionate profit gains from AI adoption. Healthcare is the #1 industry poised to be transformed by AI from diagnostics to claims processing unlocking massive efficiency gains. $UNH already a core holding stands to be a prime beneficiary improving"  
[X Link](https://x.com/CitronResearch/status/1956309497149788670)  2025-08-15T10:58Z 370.9K followers, 186.8K engagements


"👏 Congrats to OpenAI a truly great American company. On Friday it confirmed a $500B valuation the premium multiple for being the best in AI. It also validates what we said last week on Fox Business: even if $PLTR got that same multiple the math only works out to $40 a share and thats still expensive. Full Citron story here https://citronresearch.com/wp-content/uploads/2025/08/OpenAI-at-500B-Puts-Palantir-at-40.pdf https://citronresearch.com/wp-content/uploads/2025/08/OpenAI-at-500B-Puts-Palantir-at-40.pdf"  
[X Link](https://x.com/CitronResearch/status/1957441364079059317)  2025-08-18T13:56Z 370.9K followers, 292K engagements


"Whatever Evergrande Delisted https://www.nytimes.com/2025/08/24/business/china-evergrande-delisted.html https://www.nytimes.com/2025/08/24/business/china-evergrande-delisted.html"  
[X Link](https://x.com/CitronResearch/status/1960001804617572442)  2025-08-25T15:30Z 371K followers, 68.3K engagements


"$LDI Trump will win the war on housing. LoanDepot is the top lender set to benefit and the market is asleep. At $2 the stock is being priced like a busted originator. Wrong. Its mortgage servicing division alone recently called the hidden gem is worth $5/share if valued like $COOP. Thats more than double todays price and its just one division of the company. The market is giving zero credit to origination tech or fee businesses. Those come for free. Citron called $RKT at $11 in May its $20 today. That move wasnt about fundamentals it was the market finally recognizing the value of $COOPs"  
[X Link](https://x.com/CitronResearch/status/1963960594056306955)  2025-09-05T13:41Z 371K followers, 555.8K engagements


"Citron will continue to update the market on $LDI and its march higher.but in the meantime let's go back to the roots. Unlike $LDI which is undervalued and offers many ways to win $OPEN is nothing more than a stock promo and a science project in how to burn money. $OPEN offers many ways to lose: No way to capitalize on AI to scale margins or defend share. Housing is low margin a 12% swing wipes out profits. Capital heavy billions tied up in inventory with no guarantee of resale. Competition Zillow already tried & failed at this model. And with its cash burn expect massive dilution soon. The"  
[X Link](https://x.com/CitronResearch/status/1963970694410109327)  2025-09-05T14:21Z 370.9K followers, 435.1K engagements


"$LDI Simple premise real profits. $LDI is armed for the housing war with servicing book support to $5.50 and an unpriced refi boom that could send this name marching higher. Full premise http://www.citronresearch.com http://www.citronresearch.com"  
[X Link](https://x.com/CitronResearch/status/1965040633476968845)  2025-09-08T13:12Z 370.9K followers, 1M engagements


"Just a pat on the back love the headline from when $NBIS was $20 . "Meet the Next AI Darling That Citron Research's Andrew Left Says Can Double. Nvidia Is an Investor and Not a Single Wall Street Analyst Covers the Stock" https://www.fool.com/investing/2024/12/06/meet-the-next-ai-darling-that-citron-researchs-and/ https://www.fool.com/investing/2024/12/06/meet-the-next-ai-darling-that-citron-researchs-and/"  
[X Link](https://x.com/CitronResearch/status/1965161776649306437)  2025-09-08T21:14Z 371K followers, 236.7K engagements


"In all my years on X Ive never responded to a comment until now. This isnt about me its about the kind of society we live in where trolling jumps from a screen to a gun. As someone who gets trolled often it reminded me how fragile this all is. Im a father a husband and a son just like Charlie. My opinions shouldnt threaten my life. What we need now is love and understanding"  
[X Link](https://x.com/CitronResearch/status/1965889807705661937)  2025-09-10T21:27Z 371K followers, 51.3K engagements


"$CDLX is next fallen angel to trade much higher and today's news from AMEX shows why. The AmEx Platinum refresh isnt just about perks. Its about the future of first-party data. CDLX is already integrated with AmEx Chase BofA Wells Citi Lloyds With proper executions CDLX is on the brink of their $APP like transformation. Citron will continue to update this story as it is that compelling. https://www.cnbc.com/2025/09/18/american-express-platinum-card-refresh-895-fee-3500-perks.html__source=iosappshare%7Ccom.apple.UIKit.activity.Message"  
[X Link](https://x.com/CitronResearch/status/1968682368270573951)  2025-09-18T14:23Z 371K followers, 60.1K engagements


"$CDLX $OPEN For any Citron follower who listens to the Acquired podcast youre already familiar with [--] Powers by Hamilton Helmer the smartest framework for judging a companys strategic strength. If you dont listen start now. Citron decided to put Cardlytics ($CDLX) through the [--] Powers lens and for fun run it side-by-side with retail darling Opendoor ($OPEN). The results are revealing: Rarely does a company have a score like $CDLX.nothing but real scalable opportunity"  
[X Link](https://x.com/CitronResearch/status/1968686646963879972)  2025-09-18T14:40Z 371K followers, 77.9K engagements


"$CDLX new today Starbucks once their largest advertiser is back and the offer is on Chases platform. Yes Chase has its own adtech. But Starbucks chose CDLX because it wanted scale reach across banks not a closed loop. Thats the moat: CDLX is the rails between banks + brands. $CDLX: Starbucks is back. This is significant for $CDLX given SBUX was previously CDLXs largest advertiser contributing 10% of CDLXs revenue in past years. (Confirmed $CDLX sourced not CMS) https://t.co/3GgKvmgs6B $CDLX: Starbucks is back. This is significant for $CDLX given SBUX was previously CDLXs largest advertiser"  
[X Link](https://x.com/CitronResearch/status/1969002125658103963)  2025-09-19T11:34Z 370.9K followers, 85.8K engagements


"$CDLX Adweek just validated the companys open platform shift. Expect a "Flury". Price target: MUCH HIGHER This is not a meme not a dream and not a cash-burning machine. Its a company rising from the dead positioned as a direct beneficiary of AI and privacy tailwinds. Adweek headline: Retail Adtechs Are Partnering for More Ad Spend. Citron lays out [--] reasons why $CDLX is one of the stocks to watch over the next [--] months. http://www.citronresearch.com https://www.adweek.com/commerce/retail-adtech-companies-are-signing-a-flurry-of-partnerships-as-they-vie-for-more-ad-spend/"  
[X Link](https://x.com/CitronResearch/status/1970859989104201905)  2025-09-24T14:36Z 371K followers, 47.9K engagements


"Pretty cool $nbis. Always looking for next"  
[X Link](https://x.com/CitronResearch/status/1973825365526147418)  2025-10-02T19:00Z 370.9K followers, 219.5K engagements


"The MOST compelling trade in quantum. Buy $CCCX against any position in $RGTI Not going to try and value Quantum right now. Are they all overvalued The market will determine that. But what Citron can definitively say is that Infleqtion is far ahead of Rigetti in the Quantum race and we expect the two stocks to trade in parody in a rapid manner and then $CCCX will trade at a premium This chart is all you need to know"  
[X Link](https://x.com/CitronResearch/status/1975174492373622795)  2025-10-06T12:21Z 371K followers, 160.9K engagements


"$CCCX Does not seem to be announced but Infleqtion JUST (9/24) $17 mil gov contract just awarded (former name is Coldquanta) This is larger than $RGTI revenues since inception. That price sensitivity chart will get closer every day"  
[X Link](https://x.com/CitronResearch/status/1975186604311371893)  2025-10-06T13:09Z 371K followers, 55K engagements


"More research- Same Conclusion Infleqtion ($CCCX) is actually selling quantum hardware sensors and atomic clocks. Rigetti ($RGTI) is still an ill funded science project If they shared the same market cap $CCCX would be over $60. Most investors dont realize Infleqtion already has real defense and aerospace contracts with DARPA and the Air Force Research Lab and is shipping deployable quantum systems today. Rigetti isnt close to that. And just remember Rigetti raised money less than a year ago at under $2 a share. You can be a raging bull on quantum but a little common sense never hurts. For"  
[X Link](https://x.com/CitronResearch/status/1975530609461039300)  2025-10-07T11:56Z 371K followers, 173.8K engagements


"$asts walking down memory lane. Like $nbis always fun to be the first. Sometimes you have to toot your own horn"  
[X Link](https://x.com/CitronResearch/status/1975891345970700439)  2025-10-08T11:49Z 371K followers, 135.1K engagements


"Correcting the record: Weve updated the math on the charts weve shared over the past week. The thesis remains every bit as strong only the calculations have been refined. Infleqtion ($CCCX) remains a far superior quantum company to Rigetti ($RGTI) with real commercial revenue diversified quantum systems and a genuine partnership with NVIDIA ($NVDA). If were being generous and assign Infleqtion the same market cap as Rigetti heres where the stock should trade. .thanks to AE for the correction"  
[X Link](https://x.com/CitronResearch/status/1976019401829929044)  2025-10-08T20:18Z 371K followers, 91.5K engagements


"$BACQ. consider. DoD flies [--] million hours per year and Merlin's building the autonomy layer for it. $105M SOCOM contract for C-130J. GE Aerospace deal covering 14000+ aircraft integration. They're on track to be first to certify AI on military aircraft. Meanwhile Joby - $15B market cap $98K in revenue zero commercial flights. You're paying 20x less for Merlin and getting actual government contracts instead of promises. Here's what matters: Google Ventures and Baillie Gifford backed this early. Baillie Gifford - the same firm that saw Tesla at $30 and SpaceX before anyone else - is ADDING to"  
[X Link](https://x.com/anyuser/status/1981397089537183937)  2025-10-23T16:27Z 370.9K followers, 45.4K engagements


"$BACQ Now it all makes sense. The governments NOT taking stakes in quantum science projects that might pay off in [----] they should be backing Merlin the future of autonomous defense tech flying today. Investors throw billions at fantasy revenues at quantum meanwhile Merlin trades at a fraction of Anduril with real contracts real planes and real defense dollars. With or without a gov investment the stock can go much higher as investors notice the story. https://twitter.com/i/web/status/1981401681700278430 https://twitter.com/i/web/status/1981401681700278430"  
[X Link](https://x.com/CitronResearch/status/1981401681700278430)  2025-10-23T16:45Z 370.9K followers, 45.8K engagements


"$BACQ Citron hopes that the idea of a new stock pick doesnt drown out the real story here. What Merlin Labs announced THIS WEEK with the U.S. Air Force is not another overhyped headline. Its a legit step forward inside a funded military modernization program thats reshaping how autonomy will actually get deployed not dreamed about. The Air Force spelled it out clearly: To maintain our strategic advantage the Air Force must leverage the ingenuity of industry partners like Merlin said Major Dustin Graves AFWERX. This CRADA will help us build on a common government-owned architecture for"  
[X Link](https://x.com/CitronResearch/status/1981702701269598292)  2025-10-24T12:41Z 371K followers, 38.4K engagements


"Congrats to $NVDA on $5 trillion. I was proud to be one of the first on Wall Street to recognize the company's real future. Seven years ago this mos the stock collapsed 18% after reporting Q3 earnings. Jensen attributed the miss to a "crypto hangover" bloated inventory from the crypto mining bust. The Street was running for the exits. But while others fixated on the inventory problem Citron saw the bigger picture. We published: "This is the first time in [--] years the stock offers an appealing risk-reward to investors. $NVDA remains a dominant player in AI and datacenter.will work through the"  
[X Link](https://x.com/CitronResearch/status/1983528710742389184)  2025-10-29T13:37Z 371K followers, 116.3K engagements


"$BACQ still offers the compelling risk/reward as you never know what pr is around the corner with limited downside. Every stock has different dynamics This week New Zealand PR isn't just fluffits a smart move. While others talk about autonomous flight Merlin is actually checking regulatory boxes. Working with New Zealands aviation authority lets them move faster than the FAA and build real proof their tech works. This milestone shows progress toward certification not hypeand thats what makes it meaningful."  
[X Link](https://x.com/CitronResearch/status/1984277306907525459)  2025-10-31T15:12Z 370.9K followers, 29.4K engagements


"THE CITRON QUANTUM PAIR TRADE: Long CCCX / Short RGTI SPEEDS UP S-4 filed October 29th - the clock just started. In 60-90 days CCCX becomes INFQ and SPAC restrictions vanish. Quantum ETFs defense funds pension funds currently BLOCKED can suddenly buy expanding the buyer base 3-4x overnight. $540M cash hits the balance sheet. This converges with Rigetti Q3 earnings November 10th (expect more decline) and their looming dilutive capital raise.Both catalysts hit the same window - institutional wave UP for CCCX disaster DOWN for RGTI. The math at $5B each: CCCX doubles (+100%) RGTI cuts in half"  
[X Link](https://x.com/CitronResearch/status/1986139793755902154)  2025-11-05T18:33Z 371K followers, 65.2K engagements


"$CCCX.posted today 😊"  
[X Link](https://x.com/CitronResearch/status/1986140741404348569)  2025-11-05T18:37Z 371K followers, 44.7K engagements


"$PLTR CEO Alex Karp sold $2B of stock in [----] at $48 [--] Jensen Huang second only to Zuckerberg. Keep that in mind before you try to pick a bottom. Karps a visionary who built a real business but even he cant justify [---] sales. Shorting isnt un-American price discovery and liquidity are what make U.S. markets the greatest in the world Nothing but love for AK- he deserves his billions"  
[X Link](https://x.com/CitronResearch/status/1986464407912632690)  2025-11-06T16:03Z 371K followers, 309.1K engagements


"Last night's LivePerson $LPSN earnings were a legitimate surprise. Revenue beat expectations at $60.2M (vs $57.4M forecast) and they crushed on EBITDA but the real story is what's happening underneath. Significant Google $GOOG partnership paying off Read the call transcript Most important Conversation Simulator is already generating revenue. This isn't vaporware - they've got Telstra and other enterprise clients paying for it seeing 30-60% efficiency improvements and there's a real pipeline building. The product solves an actual problem: companies need help deploying AI agents because one bad"  
[X Link](https://x.com/CitronResearch/status/1988253716927893555)  2025-11-11T14:33Z 371K followers, 35.5K engagements


"After hearing SandboxAQs Jack Hidary on @SquawkStreet just now Citron even more bullish $CCCX LONG vs $RGTI short. Hidary nails it: $NVDA isnt replacing QPUs its fusing them. Infleqtion saw this early. Their neutral-atom systems plug straight into NVQLink creating real-time hybrid Quantum + AI workflows while others are still debugging qubits. $RGTI builds hardware to compete with the giants total bust Infleqtion $CCCX builds on-ramps into the NVIDIA ecosystem. This trade has so much more to go"  
[X Link](https://x.com/CitronResearch/status/1988272215024959878)  2025-11-11T15:46Z 370.9K followers, 56.1K engagements


"$rgti on the other hand Rigetti admitted on their own call that they didnt even make it into DARPA Phase B. BIG EFFIN problem Thats not a quick fix thats a structural problem. DARPA basically told them their error-correction and long-range coupling arent good enough and those are the exact areas you MUST nail to ever compete in fault-tolerant quantum. Rigettis talking about [--] years to quantum advantage while DARPA is aiming at [----]. Huge gap. This isnt a near-term tweak its a sign that Rigettis hardware is years behind the leaders. Watch out"  
[X Link](https://x.com/CitronResearch/status/1989031361869414781)  2025-11-13T18:03Z 370.9K followers, 56K engagements


"1/7 Continue to buy $CCCX and stay short $RGTI Citron expects both stock prices to cross each other VERY SOON Citron Research: We Don't Understand Quantum Computing - But Google NVIDIA and DARPA Do Let's be clear from the start: Citron Research doesn't claim to be quantum physics experts. We can't tell you the technical difference between superconducting qubits and neutral atoms. We don't pretend to understand the intricacies of error correction algorithms or quantum entanglement And right now the quantum computing sector is giving us one of the most compelling pair trades we've seen in"  
[X Link](https://x.com/CitronResearch/status/1989320135211896932)  2025-11-14T13:10Z 371K followers, 45.3K engagements


"Citron Research has been an active participant on Twitter for over [--] years and continues to do so. We spend too much time dealing with class-action attorneys and trolls about previous tweets that we deleted them. No reason to pat ourselves on the back for many years of great calls or apologize for those not so great. We look to the future"  
[X Link](https://x.com/CitronResearch/status/1635669967076044800)  2023-03-14T15:51Z 370.9K followers, 503.8K engagements


"OMG. Jumia $JMIA just put up one of the most impressive quarters EVER. Revenue up 28% while operating loss down over 100% (constant currency). EBIDTA loss down 99%. The Jumia brand has become so strong that they grew revenues while eliminating unprofitable categories and slashing sales and marketing expenses. Jumia has become the only company at scale that can move: goods services money and people across Pan-Africa. We can write volumes on the turnaround and we will. The African media has already picked up on the transformation."  
[X Link](https://x.com/CitronResearch/status/1758141133996306811)  2024-02-15T14:48Z 370.9K followers, 82.5K engagements


"When Keith Gill testified during the $GME hearings he stated "My investment in GameStop and my posts on social media were entirely my own." Can he still say the same now He also concluded with "And whats stunning is that as far as I can tell the market remains oblivious to GameStops unique opportunity within the gaming industry." Does he still believe that It seems Kitty has transitioned from a relatable investor who eagerly shared his investment insights to just another rich stock promoter with a flashy car collection It will be interesting what an investigation turns up. Citron's gut is"  
[X Link](https://x.com/CitronResearch/status/1798751545305047478)  2024-06-06T16:19Z 370.9K followers, 1.5M engagements


"How did this one age Nearly [--] years ago to the date Citron was the first to tell readers that MicroStrategy was the ultimate way to invest in Bitcoin setting a $700 target. Fast forward to today: $MSTR has skyrocketed to over $5000 (adjusted). Kudos to Michael Saylor for his visionary Bitcoin strategy. 🎉 Now with Bitcoin investing easier than ever (ETFs $COIN $HOOD) $MSTRs volume has completely detached from BTC fundamentals. While Citron remains bullish on Bitcoin weve hedged with a short $MSTR position. Much respect to @saylor but even he must know $MSTR is overheated"  
[X Link](https://x.com/CitronResearch/status/1859608654590202325)  2024-11-21T14:43Z 370.9K followers, 1.7M engagements


"$TDOC The Under-the-Radar AI Play Teladoc just acquired Catapult Health doubling down on preventive care + virtual health. The market still treats it like a pandemic relic but its quietly turning into a cash-generating machine. While AI hype stocks trade at wild multiples Teladoc is using technology the right waycutting costs improving care and expanding marginswhile actually making money. The knock on Teladoc Telemedicine growth has slowed. But that misses the bigger picture: profitability. Teladoc is becoming a lean high-margin business that companies like Amazon or CVS would love to own."  
[X Link](https://x.com/CitronResearch/status/1887523384881246378)  2025-02-06T15:26Z 370.9K followers, 838K engagements


"$DUOL fantasy crumbles. Duolingo Max runs on GPT-4 but those token costs already crushed margins by 300bps before real competition. Now $GOOGL enters. $DUOL will be forced to buy even more tokens at worse terms. COGS up. Margins down. Wall Streets scalable model was a fairy tale. Short the owl"  
[X Link](https://x.com/CitronResearch/status/1917268136300274116)  2025-04-29T17:21Z 370.9K followers, 46.9K engagements


"God Bless America https://www.whitehouse.gov/presidential-actions/2025/05/fighting-overcriminalization-in-federal-regulations/utm_source=wh_social_share_button https://www.whitehouse.gov/presidential-actions/2025/05/fighting-overcriminalization-in-federal-regulations/utm_source=wh_social_share_button"  
[X Link](https://x.com/CitronResearch/status/1920996305846833176)  2025-05-10T00:16Z 370.9K followers, 106.9K engagements


"$PLTR Palantir All Roads Lead to $40. This Time Databricks. Congratulations to Databricks one of Americas truly great growth companies now valued at $100 billion in the private markets. No other company resembles Palantir more closely in product offering and enterprise ambitions. With over [-----] clients Databricks has become the go-to platform for analyzing big data and their new partnership with Palantir directly ties the two companies futures together at the enterprise level. Heres the problem for Palantir bulls: most would agree Databricks is the stronger business today. Unlike Palantir it"  
[X Link](https://x.com/CitronResearch/status/1958125729696059608)  2025-08-20T11:15Z 370.9K followers, 1.2M engagements


"Why Infleqtion ($CCCX) Is Outpacing Rigetti ($RGTI) And Why the Market Hasnt Priced It In. The Chart on the bottom is all you need to know [--]. Real Revenue vs. Research Grants Infleqtion delivers $29M in real hardware and sensor sales. Rigettis $11M comes mostly from government R&D contracts. One executes the other experiments. [--]. Diversified Quantum Monetization Infleqtion sells sensors atomic clocks and RF systems that fund its QPU roadmap. Rigetti survives on dilution and burn. Infleqtion builds a business; Rigetti burns one. [--]. The Real NVDA Partnership Infleqtion is featured by NVIDIA in"  
[X Link](https://x.com/CitronResearch/status/1975174200173232197)  2025-10-06T12:20Z 370.9K followers, 66.8K engagements


"Citron pounding the table that $NBIS is poised to be the next AI Wall Street darling. A sleeper with no analyst coverage yet the market hasnt caught on to its massive potentialor its undervaluation vs. CoreWeave. If it trades at a 50% discount to Coreweave multiple that puts $NBIS at $60 (napkin math) CEO Arkady Volozh is the real deal. $NVDAs investment was not out of the blue they have known the company for a decade and were waiting for complete divesture. So much optionality in so many different ways. Fortress balance sheet"  
[X Link](https://x.com/anyuser/status/1864018794873495945)  2024-12-03T18:48Z 370.9K followers, 259.6K engagements


"Citron is no longer short $GME. It's not because we believe in a turnaround for the company fundamentals will ever happen but with $5 billion in the bank they have enough runway to appease their cult like shareholders. Despite Wedbush setting an $11 target today we respect the market's irrationality. After all Dogecoin remains a $20 billion entity. While the increased share count might temper the mob mentality Citron will be watching from the sidelines for now. BTW.the Kitty live stream was still an insult to the capital markets"  
[X Link](https://x.com/anyuser/status/1800858803979592086)  2024-06-12T11:52Z 370.9K followers, 737.8K engagements

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