# ![@DavidRe44137727 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1497808014975275009.png) @DavidRe44137727 David Renner

David Renner posts on X about $btc, $mstr, debt, bitcoin the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1497808014975275009/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1497808014975275009/c:line/m:interactions.svg)

- [--] Week [-----] -42%
- [--] Month [-----] +242%
- [--] Months [------] +386%
- [--] Year [------] +102%

### Mentions: [--] [#](/creator/twitter::1497808014975275009/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1497808014975275009/c:line/m:posts_active.svg)

- [--] Months [--] +42%
- [--] Year [---] +26%

### Followers: [---] [#](/creator/twitter::1497808014975275009/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1497808014975275009/c:line/m:followers.svg)

- [--] Week [---] +12%
- [--] Month [---] +26%
- [--] Months [---] +46%
- [--] Year [---] +110%

### CreatorRank: [---------] [#](/creator/twitter::1497808014975275009/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1497808014975275009/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [social networks](/list/social-networks)  [celebrities](/list/celebrities) 

**Social topic influence**
[$btc](/topic/$btc) #4395, [$mstr](/topic/$mstr), [debt](/topic/debt), [bitcoin](/topic/bitcoin), [ponzi](/topic/ponzi) #338, [blockchain](/topic/blockchain), [$eth](/topic/$eth), [stocks](/topic/stocks), [$sofi](/topic/$sofi), [$pltr](/topic/$pltr)

**Top accounts mentioned or mentioned by**
[@nataninvesting](/creator/undefined) [@saylor](/creator/undefined) [@kylewhitegoat](/creator/undefined) [@amitisinvesting](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@billackman](/creator/undefined) [@qualitystocksa](/creator/undefined) [@mikealfred](/creator/undefined) [@sullycnbc](/creator/undefined) [@wealthcoachmak](/creator/undefined) [@vivek4real](/creator/undefined) [@adambliv](/creator/undefined) [@cernbasher](/creator/undefined) [@ftrinvestors](/creator/undefined) [@satyanadella](/creator/undefined) [@benioff](/creator/undefined) [@billrmcdermott](/creator/undefined) [@microsoft](/creator/undefined) [@salesforce](/creator/undefined) [@adobe](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/$btc) [Strategy (MSTR)](/topic/$mstr) [Ethereum (ETH)](/topic/$eth) [RAI Finance (SOFI)](/topic/$sofi) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Tesla, Inc. (TSLA)](/topic/$tsla) [SPDR GOLD ETF (GLD)](/topic/$gld) [Alibaba Group (BABA)](/topic/$baba) [Cigna Corp (CI)](/topic/$ci) [Microsoft Corp. (MSFT)](/topic/microsoft) [ServiceNow Inc (NOW)](/topic/servicenow) [Apple, Inc. (AAPL)](/topic/$aapl) [Now Coin (NOW)](/topic/$now) [BTCS Inc. (BTCS)](/topic/$btcs) [Intuit Inc. (INTU)](/topic/$intu) [Fair Isaac, Corp. (FICO)](/topic/$fico) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Boyd Gaming Corporation (BYD)](/topic/$byd) [Metadium (META)](/topic/$meta) [Embraer S.A. (ERJ)](/topic/$erj) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Adobe, Inc. (ADBE)](/topic/$adbe) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [NuCypher (NU)](/topic/$nu) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [UnitedHealth Group (UNH)](/topic/$unh) [Elevance Health Inc (ELV)](/topic/$elv) [Duolingo, Inc.  (DUOL)](/topic/$duol)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@askjussi What about $WPC @ 6.99% YLD Both have significant LTD on balance sheet. Looking at STAG REXR & PLYMall [--] seem equally as good to buy/hold long term Your YouTube videos are really good btw"  
[X Link](https://x.com/DavidRe44137727/status/1693311431431864696)  2023-08-20T17:18Z [--] followers, [---] engagements


"@AJButton2 Can save you the time$BN- not so good$BIPC- MUCH Better.$BAM-THE GOODS (particularly after OAK acquisition). BN has much too much lumber in LT Debt"  
[X Link](https://x.com/DavidRe44137727/status/1703199608762159408)  2023-09-17T00:10Z [--] followers, [--] engagements


"@RobertKennedyJr Great call In particular if you dont want GOP candidate to have ANY chance winning. Appreciate ya:)"  
[X Link](https://x.com/DavidRe44137727/status/1712212666012561811)  2023-10-11T21:04Z [--] followers, [--] engagements


"@JeffWeniger Keynesian famously described the US stock market as a Casino"  
[X Link](https://x.com/DavidRe44137727/status/1718358423937683950)  2023-10-28T20:05Z [--] followers, [---] engagements


"@BihMurdoch @JeffWeniger The goal posts for what is considered a growth stock has been extremely fluid (to put it nicely)Never before have the top 5-7 mega market cap companies considered growth stocks. $AAPL $MSFT $META all posted NI $100B & considered growth stocks. Super crazy"  
[X Link](https://x.com/DavidRe44137727/status/1718361048846381370)  2023-10-28T20:16Z [--] followers, [--] engagements


"@Ralph_Nunz @womenoptionswin Options are simply a hedging tool with plenty of available strategies to hedge Covered Calls and/or CSPs"  
[X Link](https://x.com/anyuser/status/1751739167678382569)  2024-01-28T22:48Z [--] followers, [--] engagements


"@Crypt0Rationale @GaryCardone Michael Sailor now claims the reason BTC has value is not because of what it can do but the value is derivative of power deployed to solve each algorithm. $BTC is not even 1/3 market cap of $AAPL"  
[X Link](https://x.com/DavidRe44137727/status/1756478621735399767)  2024-02-11T00:41Z [--] followers, [--] engagements


"@abis3kk @burrytracker For the record $AAPL is 3X value of total $BTC. More importantly $AAPL offers infinitely more utility scalability & $100B annual NI. $BTC owners only have blind hope someone might pay more. Zero utility"  
[X Link](https://x.com/DavidRe44137727/status/1757185380598895103)  2024-02-12T23:30Z [--] followers, [--] engagements


"@danheld $AAPL $3T MRKT CAP+ $BTC $1T $AAPL $100B Annual NI USD"  
[X Link](https://x.com/DavidRe44137727/status/1760722055383928857)  2024-02-22T17:43Z [--] followers, [--] engagements


"@lawsoncrusade @optionscjp $TSLA $CSCO $BRKB & M7 are weighted virtually every growth/value index fund planet top 10"  
[X Link](https://x.com/DavidRe44137727/status/1766612962188628103)  2024-03-09T23:52Z [---] followers, [--] engagements


"@askjussi Youre everywhere Definitely got a nice little program:) Realize you identify mostly as The REIT Whisperer & rightfully so btw but youre same knowledge expertise skills & experience would serve you well to analyze any industry just as effectively. imho"  
[X Link](https://x.com/DavidRe44137727/status/1766908962870579437)  2024-03-10T19:28Z [--] followers, [--] engagements


"@ankit_agarwal7 @JoeYurillo $NVO Awesome stock with lots more growth potential 4sure"  
[X Link](https://x.com/DavidRe44137727/status/1766939509302952371)  2024-03-10T21:29Z [--] followers, [--] engagements


"@WealthCoachMak Nobody is immune to making bad trades. The implied volatility of these growth AI companies is what makes premiums so attractive. Opportunity to buy the dip Coach. Really appreciate your platform:)"  
[X Link](https://x.com/DavidRe44137727/status/1769900706176414103)  2024-03-19T01:36Z [---] followers, [--] engagements


"@Quality_stocksA $TDG deserves spot $ERJ-Replaced $TDG as best aerospace/defense stock [----]. All your content is off the charts amazing:)"  
[X Link](https://x.com/DavidRe44137727/status/1769930730292031936)  2024-03-19T03:35Z [---] followers, [---] engagements


"@Quality_stocksA Morgan Stanley was analyst promoting $ERJ"  
[X Link](https://x.com/DavidRe44137727/status/1769931409907712485)  2024-03-19T03:38Z [--] followers, [--] engagements


"@VolatilityVIX Ive recently shorted $VIX. You can sell covered calls to help with price decay but defeats the entire strategy. Shorting anything is extremely difficult cuz timing needs perfection. Always leads to inevitable short squeeze"  
[X Link](https://x.com/DavidRe44137727/status/1770258635232567347)  2024-03-20T01:18Z [--] followers, [--] engagements


"@StockTrader_Max Going all in digital payments market utilizing Braintree (2013 acquisition) as primary growth driver (CAGR 11.08% next [--] yrs). $PYPL has by far largest user base to leverage & secular tailwinds Latin America & Asian Pacific +best in class customer cash app (Venmo)"  
[X Link](https://x.com/DavidRe44137727/status/1771285046285967472)  2024-03-22T21:17Z [---] followers, [----] engagements


"@mrwgreig @StockTrader_Max $PYPL Fortress BS $16B cash/t-bills [--] net debt $4.6B Net Income $5.9B unlevered FCF"  
[X Link](https://x.com/DavidRe44137727/status/1771292206202323385)  2024-03-22T21:45Z [---] followers, [---] engagements


"@nataninvesting Own both $KWEB & $KLIP. $KLIPs ginormous total monthly dividends last [--] months of $9 offset underlying drawdown of like 35% Going to add both tomorrow:)"  
[X Link](https://x.com/DavidRe44137727/status/1782298728537403742)  2024-04-22T06:41Z [---] followers, [---] engagements


"@optionscjp Time to add to your $TSLA LEAP options positionimho"  
[X Link](https://x.com/DavidRe44137727/status/1782975357790167447)  2024-04-24T03:30Z [---] followers, [---] engagements


"@Hedgeye Why would hedge fund mogul like yourself & esteemed colleague Jim Rickards need to pander for $30"  
[X Link](https://x.com/DavidRe44137727/status/1782980842320716181)  2024-04-24T03:52Z [---] followers, [---] engagements


"@burrytracker @EconomyApp 150bp of fed rate cuts next [--] months seems very ambitious at this point & off the table until CPI is below 2%"  
[X Link](https://x.com/DavidRe44137727/status/1784297205484097577)  2024-04-27T19:02Z [---] followers, [--] engagements


"@KyleWhiteGOAT You forgot one thing: FWD PE Ratio=84.71 $JPM=12.3"  
[X Link](https://x.com/DavidRe44137727/status/1785852776179970065)  2024-05-02T02:04Z [---] followers, [--] engagements


"@amitisinvesting Bought calls $PLTR & $ERJ ahead earnings. Neither can come close to fulfilling orders/mrkt demand. $ERJ record ($21B) back orders & $PLTR cant fulfill commercial or consumer demand. Both fantastic companies"  
[X Link](https://x.com/DavidRe44137727/status/1787920956662641007)  2024-05-07T19:02Z [---] followers, [--] engagements


"@Hedgeye Wonder why youll never Point 72s Steven Cohen or virtually any other successful Hedge Fund/Asset Manager pandering social media. If so good beating $SPY $QQQ start fund"  
[X Link](https://x.com/DavidRe44137727/status/1789240115648508098)  2024-05-11T10:24Z [---] followers, [--] engagements


"@nataninvesting See the weighting:) $PLTR is one my top holdings & bought bunch calls prior to Q1 earnings & totally shocked how market reacted after earnings announcement"  
[X Link](https://x.com/DavidRe44137727/status/1789300589576458253)  2024-05-11T14:24Z [---] followers, [--] engagements


"@nataninvesting $PLTR has more potential than any AI growth company imho. Has $4B cash great margins GAGR & significantly profitable. Gets criticized for super high fwd PE ratios while many SAAS stocks w/no profit sell $300 share"  
[X Link](https://x.com/DavidRe44137727/status/1789304315569697066)  2024-05-11T14:39Z [---] followers, [--] engagements


"@WealthCoachMak AKA Arbitrage Fixed Debt -3% Risk free +4.75% Fixed T-Bills SIPC Insured Bank Save/CD +5%"  
[X Link](https://x.com/DavidRe44137727/status/1789509257211330703)  2024-05-12T04:13Z [---] followers, [--] engagements


"@amitisinvesting If I had to choose one AI stock today to buy and hold 10+ years $PLTR would be short list. AK reminds me so much of Steve Jobs in that both very polarizing appear to almost revel an adversarial relationship w/analysts to detriment of $PLTR price"  
[X Link](https://x.com/DavidRe44137727/status/1789718864818815023)  2024-05-12T18:06Z [---] followers, [--] engagements


"@amitisinvesting Dan Ives @Wedbush is one few exceptions who btw considered by many the best AI analyst who can effectively breakdown an easy to understand $PLTR LT value proposition"  
[X Link](https://x.com/DavidRe44137727/status/1789725052897730882)  2024-05-12T18:31Z [---] followers, [--] engagements


"@amitisinvesting Bought [--] $PLTR calls jus before Q1 earnings when stock trading @ $28ish. Couldnt find one negative earning #s or guidance. One analyst was critical of $4B in cash should diverted to R&D instead $PLTR BUY THE DIP:)"  
[X Link](https://x.com/DavidRe44137727/status/1789728910768537638)  2024-05-12T18:46Z [---] followers, [--] engagements


"@nataninvesting 💯 % agree $COST as u mentioned lots of deference for wide moat particularly from institutional funds (not just consumer discretionary) perennial top [--] weighting"  
[X Link](https://x.com/DavidRe44137727/status/1790175411072278714)  2024-05-14T00:20Z [---] followers, [--] engagements


"@burrytracker $AMZN & $GOOG are most surprising for many reasons. Jus think hes proven to be primarily a swing investor thats easily bored & enjoys mixing it up. In addition to being fun unique investor hes super successful as well"  
[X Link](https://x.com/DavidRe44137727/status/1790870151178670254)  2024-05-15T22:21Z [---] followers, [---] engagements


"@nataninvesting 💯 % $PLTR Full Stop 🛑"  
[X Link](https://x.com/DavidRe44137727/status/1796425902743789822)  2024-05-31T06:18Z [---] followers, [--] engagements


"@Hedgeye If youre so much better than street investing stocks why not start ETF rather than pandering people for $$. Assume its because you cant beat SPX"  
[X Link](https://x.com/DavidRe44137727/status/1796894516357759460)  2024-06-01T13:20Z [---] followers, [--] engagements


"@Quality_stocksA Im super conflicted on many luxury brand stocks. Recently sold $EL long position that had for several years. Seems to be many secular headwinds including gen Z (highest discretionary $) cost conscious"  
[X Link](https://x.com/DavidRe44137727/status/1798465439766622290)  2024-06-05T21:22Z [---] followers, [---] engagements


"@amitisinvesting Market has relentlessly punished $PLTR stock based on its inability to service demand for both commercial & consumer revenue growth. They will soon"  
[X Link](https://x.com/DavidRe44137727/status/1798893753736089819)  2024-06-07T01:44Z [---] followers, [---] engagements


"@nataninvesting WOW the GOAT of all stocks Truly unprecedented ($CSCO) didnt have anywhere close financial metrics including current/future EPS ratios"  
[X Link](https://x.com/DavidRe44137727/status/1798905842991009871)  2024-06-07T02:32Z [---] followers, [--] engagements


"@nataninvesting Chinese equity headwinds: [--]. Primarily retail individual investor only. [--]. Using Real Estate construction to fuel GDP growth mortgage loans before development even started has created consumer investor trust issues. [--]. Like [--] GFC patience :)"  
[X Link](https://x.com/DavidRe44137727/status/1799501404048117864)  2024-06-08T17:59Z [---] followers, [--] engagements


"@nataninvesting Im long Baidu thats definitely enduring through rough period. Although Im confident of future regrets for not investing more dipsjus like any investor it gets harder:)"  
[X Link](https://x.com/DavidRe44137727/status/1799503758445220218)  2024-06-08T18:08Z [---] followers, [--] engagements


"@nataninvesting $INTC I opened my first position in early 90s & along with $MSFT & $CSCO were precursor of todays $NVIDA. Never would believe it would be where it is today"  
[X Link](https://x.com/DavidRe44137727/status/1800324202756804662)  2024-06-11T00:28Z [---] followers, [---] engagements


"@lindsaystamp3 Im curious as to why you or anyone for that matter needs to brag on social media how rich & successful they are Only shows your insecurities full Stop. True success is inner confidence freedom-health=wealth"  
[X Link](https://x.com/DavidRe44137727/status/1800328917791965681)  2024-06-11T00:47Z [---] followers, [--] engagements


"@Quality_stocksA The only [--] Companies with best possible AAA credit rating (better US Treasury bonds) is $MSFT & $JNJ"  
[X Link](https://x.com/DavidRe44137727/status/1802059944734392371)  2024-06-15T19:25Z [---] followers, [--] engagements


"@Quality_stocksA One could make good case for each & every one those companies Say $WMT $AMZ $VI/$MA tie & the other [--] are above my pay grade:)"  
[X Link](https://x.com/DavidRe44137727/status/1802062069090717822)  2024-06-15T19:34Z [---] followers, [--] engagements


"@saxena_puru If youre so successful trading why do you need spend time pandering people on social media to charge $ for financial advisory services"  
[X Link](https://x.com/DavidRe44137727/status/1803570439161258127)  2024-06-19T23:27Z [---] followers, [--] engagements


"@askjussi Opened long positions May [----] $NLCP $IIPR. Definitely [--] my top performing stocks from both value (dividend yield) & as growth stocks. Very unique What you think of $VICI Seems crazy cheap"  
[X Link](https://x.com/DavidRe44137727/status/1804203791337820361)  2024-06-21T17:24Z [--] followers, [---] engagements


"@amitisinvesting $PLTR Buy the dips"  
[X Link](https://x.com/DavidRe44137727/status/1804364613422870639)  2024-06-22T04:03Z [---] followers, [--] engagements


"@LezliWelge @Ben13Porter Reggie Jackson (not Bush-who should also have all his situation 💯 % reversed full Stop)"  
[X Link](https://x.com/DavidRe44137727/status/1804366807467463108)  2024-06-22T04:12Z [---] followers, [--] engagements


"@womenoptionswin @jmjtex My experience that people with true inner happiness dont need to spend time projecting on social media"  
[X Link](https://x.com/DavidRe44137727/status/1808633432404341115)  2024-07-03T22:46Z [---] followers, [--] engagements


"@Options2Retire $MARA is your personal piggy bank:)"  
[X Link](https://x.com/DavidRe44137727/status/1810890566634467480)  2024-07-10T04:15Z [---] followers, [--] engagements


"@Quality_stocksA Not just expensive actually highest P/E ratios $SPY & $QQQ on record (including prior to dot com crash). Retail investors FOMO contributed 70% ETF inflows last month"  
[X Link](https://x.com/DavidRe44137727/status/1810892829549338858)  2024-07-10T04:24Z [---] followers, [--] engagements


"@GrindeOptions Better check drawdowns for $MCD & $O (during bull market)"  
[X Link](https://x.com/DavidRe44137727/status/1812657399960084632)  2024-07-15T01:16Z [---] followers, [--] engagements


"@nataninvesting You should checkout $KLIP. Im long $KLIP $KWEB $TME $BIDU $BABA $TCOM $ZTO$NTES $EDU Most recent positions are $TCOM & $EDU. The only thing that worries me are the potential geopolitical issues"  
[X Link](https://x.com/DavidRe44137727/status/1814931737899901240)  2024-07-21T07:53Z [---] followers, [---] engagements


"@Arkalos77 Royce one best small cap Hedge Fund & Fund Manager"  
[X Link](https://x.com/DavidRe44137727/status/1815164398375477467)  2024-07-21T23:18Z [---] followers, [--] engagements


"@BillAckman You rather support a documented serial liar who takes TRUTH social public via SPAC w/contestants Apprentice that SEC described as complete Ponzi scam. As long as he supports Israel. Politics are far too often about religion"  
[X Link](https://x.com/DavidRe44137727/status/1815245024218796090)  2024-07-22T04:38Z [---] followers, [--] engagements


"@Quality_stocksA @Sfnch91 Both have equally wide moats although the market gives $SPGI a slight advantage"  
[X Link](https://x.com/DavidRe44137727/status/1815269325621887416)  2024-07-22T06:15Z [---] followers, [--] engagements


"@Kross_Roads Upcoming Q2 $PYPL earnings (7/30) w/ [--] revisions up and [--] revisions downward last [--] days most likely hurting stock the most"  
[X Link](https://x.com/DavidRe44137727/status/1815275119964741922)  2024-07-22T06:38Z [---] followers, [---] engagements


"@thexcapitalist Totally 💯 % agree. They recently parted with Pepsi for most distribution & the upcoming earnings & guidance should provide us with lots color particularly international sales. Agree dont see much downside Risk at this point. Im long @ $58 share"  
[X Link](https://x.com/DavidRe44137727/status/1815519899030347877)  2024-07-22T22:50Z [---] followers, [--] engagements


"@joecarlsonshow Bravo Joseph Follow you on YouTube & your recent after dark episode you were spot on for $TSLA & $GOOG earnings outlook. Really appreciate your platform:)"  
[X Link](https://x.com/DavidRe44137727/status/1815896507012505685)  2024-07-23T23:47Z [---] followers, [---] engagements


"@joecarlsonshow Fantastic opportunity $CRWD to buy dip/reset. If anything totally justifies how exponentially important Cybersecurity is to the growth of AI"  
[X Link](https://x.com/DavidRe44137727/status/1816284721246265785)  2024-07-25T01:29Z [---] followers, [---] engagements


"@thexcapitalist I read few articles that $PEP was transitioning distribution to different vendor Im not sure if they were indicating only international If you could add any color to that much appreciated. Im long $CELH @ average entry point $58"  
[X Link](https://x.com/DavidRe44137727/status/1816545061355815154)  2024-07-25T18:44Z [---] followers, [---] engagements


"@thexcapitalist Add to your point excellent capital management/fortress balance sheet allows $CELH to fund massive inventories with no leverage"  
[X Link](https://x.com/DavidRe44137727/status/1816546874410828193)  2024-07-25T18:51Z [---] followers, [---] engagements


"@nataninvesting Like $PYPLs : .59 PEG Ratio Fortress balance sheet W/ $10.9B net cash Lets go 🚀"  
[X Link](https://x.com/DavidRe44137727/status/1817094549078180207)  2024-07-27T07:07Z [---] followers, [---] engagements


"@MomAngtrades Take your $GOOGL sale proceeds and buy $DJT AKA liar social. Not investment advice please do your own due diligence. Cheers"  
[X Link](https://x.com/DavidRe44137727/status/1817964527675445476)  2024-07-29T16:44Z [---] followers, [--] engagements


"@chriswmayer Sure nice of you to pander social media to charge $2K for your friends stock ideas thats 99.999% certain doesnt come close to same returns of index ETFs"  
[X Link](https://x.com/DavidRe44137727/status/1818444727710367888)  2024-07-31T00:33Z [---] followers, [--] engagements


"@amitisinvesting Very good real-time market analysis Amit. In addition the consensus opinion of many of the usual pundits is that Powell had more than enough data & should pulled trigger yesterday"  
[X Link](https://x.com/DavidRe44137727/status/1819454453080379584)  2024-08-02T19:25Z [---] followers, [--] engagements


"@joecarlsonshow Bought [---] shares of $BKNG yesterday & [--] more today. Its consolidating. Until you sell its unrealized gains/losses"  
[X Link](https://x.com/DavidRe44137727/status/1819455800068464859)  2024-08-02T19:30Z [---] followers, [---] engagements


"@joecarlsonshow $CRM FCF $11.3B FCF Growth 60.40% FCF Margin 31.7% FCF Share $11.80 FWD PE Ratio 24"  
[X Link](https://x.com/DavidRe44137727/status/1820907583861129365)  2024-08-06T19:39Z [---] followers, [---] engagements


"@thexcapitalist Think the market has become much more measured chasing growth stocks super crazy FWD PE Ratios many of which not profitable. $HIMS is very good company & stock LT for sure"  
[X Link](https://x.com/DavidRe44137727/status/1821706831284334867)  2024-08-09T00:35Z [---] followers, [---] engagements


"@optionscjp $PLTR (2.5M shares) somewhat similar to $SOFI (2.3M shares) in that high float & liquidity prevent gaping both directions more often than not"  
[X Link](https://x.com/DavidRe44137727/status/1823124499426161131)  2024-08-12T22:28Z [---] followers, [---] engagements


"@BillAckman @KamalaHarris Interestingly & surprisingly per 13F you havent invested in Ponzi scheme AKA $DJT + 34X convicted felon insurectionist acute narcissisthome of Mike The Pillow guy Hulk Hogan & Matt Gaetz. Must be getting tired of all the winning What could possibly go wrong"  
[X Link](https://x.com/DavidRe44137727/status/1824894454207263130)  2024-08-17T19:41Z [---] followers, [--] engagements


"@megynkelly An exponentially better question you might want to ask yourself do you really think anyone within Democratic Party & most certainly the Obamas have any interest whatsoever in your opinion. Might wanna get your crazy circus 🎪 in order first"  
[X Link](https://x.com/DavidRe44137727/status/1826667328760938722)  2024-08-22T17:06Z [---] followers, [--] engagements


"@amitisinvesting Nancy Pelosis stock portfolio has done very well regardless of political views"  
[X Link](https://x.com/DavidRe44137727/status/1827083798036803826)  2024-08-23T20:41Z [---] followers, [--] engagements


"@amitisinvesting Implied volatility for options was 10% bought few CSPs expiring Friday @ [---] strike that paid ($144). Gotta think SMCI news & QQQ drawdown certainly didnt help. Widely reported hedge funds/institutional have been unwinding Mag [--] recently"  
[X Link](https://x.com/DavidRe44137727/status/1828942770465304749)  2024-08-28T23:48Z [---] followers, [--] engagements


"@amitisinvesting For context $AAPL fiscal [----] Net Income $95B. Can $NVDA hit $100B"  
[X Link](https://x.com/DavidRe44137727/status/1828948655208104309)  2024-08-29T00:11Z [---] followers, [---] engagements


"@iamtomnash $TSLA is allergic to FCF"  
[X Link](https://x.com/DavidRe44137727/status/1828963406222893275)  2024-08-29T01:10Z [---] followers, [--] engagements


"@elonmusk Well Elon based on you and your teams forensic accounting auditing & performing due diligence only to later realize you underestimated the debt for Twitter buyout of $10B+ thats reported by many to be much more. Should be resume builder"  
[X Link](https://x.com/DavidRe44137727/status/1831068725614915804)  2024-09-03T20:36Z [---] followers, [--] engagements


"@optionscjp Shanghai EV factory is largest in world manufacturers 950K annually of Model [--] & Y. Also Chinese EV technology/AI advantages stopped Ford & GM from even trying to compete. Full 🛑 $TSLA FCF is zero$"  
[X Link](https://x.com/DavidRe44137727/status/1838704272021819498)  2024-09-24T22:17Z [---] followers, [--] engagements


"@Quality_stocksA Tax implications (France) particularly on dividends make it difficult to own many foreign stocks"  
[X Link](https://x.com/DavidRe44137727/status/1838723172247703973)  2024-09-24T23:32Z [---] followers, [---] engagements


"@BillAckman @KamalaHarris The only stock worse than Herbal Life is $DJT Full 🛑 Jews must vote Trump or he will blame y-all if he loses Pretty crazy but normal in MAGA/Q-ANON/Project 25"  
[X Link](https://x.com/DavidRe44137727/status/1842372313276428732)  2024-10-05T01:12Z [---] followers, [--] engagements


"@DanielTNiles Well said Dan. Geopolitical & sticky inflation are the biggest worries going forward. The [--] year is great barometer & continued tick up after Fed Funds cut [--] bps. Highly anticipated CPI numbers this week. Appreciate all your content Dan"  
[X Link](https://x.com/DavidRe44137727/status/1842632968210370676)  2024-10-05T18:28Z [---] followers, [---] engagements


"@BillAckman @realDonaldTrump Post just [--] Trump campaign speech where Trump talks about what he will do to make America Great again. Just1 💯 % dialogue is personal grievances & lies about illegal (actually legal citizens btw) aliens eating dogs & cats among other long list of lies & bizarre rants. Normal"  
[X Link](https://x.com/DavidRe44137727/status/1849486453618987247)  2024-10-24T16:21Z [---] followers, [--] engagements


"@BillAckman @mattyglesias @shaunmmaguire Get out your knee pads for Nazi sympathizers DJT You Rudy G & complete disaster RFK Jr can go to Yankee games & get booed mercilessly"  
[X Link](https://x.com/DavidRe44137727/status/1860568072454832236)  2024-11-24T06:16Z [---] followers, [--] engagements


"@elonmusk Whats REALLY SUPER CRAZY is its unproven disinformation nonsense"  
[X Link](https://x.com/DavidRe44137727/status/1865120749788467366)  2024-12-06T19:46Z [--] followers, [--] engagements


"@amitisinvesting Definitely will fuel $BTC growth significantly [----]. What could possibly go wrong $MSTR has recently issued common shares to purchase BTC. Definitely going to push BTC north of $100K significantly in short term"  
[X Link](https://x.com/DavidRe44137727/status/1867400295300677873)  2024-12-13T02:44Z [--] followers, [---] engagements


"@WealthCoachMak Ive done really well shorting leveraged ETFs (dont short stocks just leveraged ETFs). Terrible to be long"  
[X Link](https://x.com/DavidRe44137727/status/1900692838641504679)  2025-03-14T23:37Z [--] followers, [--] engagements


"@HyperTechInvest @nebiusai @nebiusaistudio @nebiusgroup Show me just [--] single publicly traded data center company with significant profitability growth"  
[X Link](https://x.com/DavidRe44137727/status/1900699054625161666)  2025-03-15T00:02Z [---] followers, [---] engagements


"@Quality_stocksA $NOW currently best value IMHO"  
[X Link](https://x.com/DavidRe44137727/status/1901496296826925267)  2025-03-17T04:50Z [--] followers, [--] engagements


"@FactSet Berkshire Hathaway with $350B dry powder"  
[X Link](https://x.com/DavidRe44137727/status/1905736052104699948)  2025-03-28T21:37Z [--] followers, [--] engagements


"@saylor @Strategy $BTC Blockchain network infrastructure-every miner has been bankrupt at least once none achieved consistent positive operating income absolutely zero legal utility & like any. One & only reason to buy is the hope someone else might pay more-AKA Ponzi scheme"  
[X Link](https://x.com/DavidRe44137727/status/1906172226493383057)  2025-03-30T02:30Z [--] followers, [--] engagements


"@saylor $BTC price $85K $MSTR common shares due to dilution $7.3B LT debt & preferred shares have made $MSTR shares liquidation value zero"  
[X Link](https://x.com/DavidRe44137727/status/1906178872086860244)  2025-03-30T02:57Z [--] followers, [--] engagements


"@saylor $MSTR credit rating several notches below Junk. Issuing additional preferred shares yielding 12% further diluting common shares increasing average BTC cost ownership. What could possibly go wrong. Maybe want bunk Next to SBF"  
[X Link](https://x.com/DavidRe44137727/status/1906180359005601859)  2025-03-30T03:03Z [--] followers, [--] engagements


"@nataninvesting All [--] very deserving. Think $ADBE faces critical headwinds going fwd & would rather own $ISRG IMHO Natan:)"  
[X Link](https://x.com/DavidRe44137727/status/1906455060588241087)  2025-03-30T21:14Z [--] followers, [---] engagements


"@SullyCNBC Whos next on your producers list after Kyle Bass Founder of Hayman Capital-2016 defunct hedge fund. Really Maybe Laura Loomers available Noticed you didnt once ask about all the incorrect tariff claims Absolutely no shame Full 🛑"  
[X Link](https://x.com/DavidRe44137727/status/1908295784111759556)  2025-04-04T23:09Z [--] followers, [--] engagements


"@SullyCNBC Our administration is worrying about a 3rd world country (Vietnam) w/$480B GDP thats charging us a 5% tariff thats literally exaggerated by 1500% yall act like its not happening. Kyle Bass is a political hack & founder defunct hedge fund. Buffoonery Full 🛑"  
[X Link](https://x.com/DavidRe44137727/status/1908298989012930943)  2025-04-04T23:21Z [--] followers, [--] engagements


"@SullyCNBC The unbelievable deference you show a political hack charlatan Kyle Is extraordinary Defunct hedge fund (2016) what investment book would he be referring to Did Fox buy CNBC"  
[X Link](https://x.com/DavidRe44137727/status/1908304978030322117)  2025-04-04T23:45Z [--] followers, [--] engagements


"@BillAckman @howardlutnick Who cares what you have to say"  
[X Link](https://x.com/DavidRe44137727/status/1909266231712247975)  2025-04-07T15:25Z [--] followers, [--] engagements


"@joecarlsonshow Biggest self inflicted economic disaster in history Bought Berkshire Hathaway $ONTO Equifax Intuit $TSM & $ISRG last [--] trading days:) Appreciate your platforms Joseph"  
[X Link](https://x.com/DavidRe44137727/status/1909426410915262736)  2025-04-08T02:01Z [--] followers, [---] engagements


"@Saylorsatsire $MSTR 528K BTC X $68K cost per $10K equity coin($78K value) +$5.28B equity ($7.4B long term debt) ($2B preferred shares) $MSTR shares have zero liquidation value"  
[X Link](https://x.com/DavidRe44137727/status/1909437722856767882)  2025-04-08T02:46Z [---] followers, [--] engagements


"@Saylorsatsire When buying more Before or after Bankruptcy like virtually every Bankrupt (Bitcoin miner) Company that make up entire block chain network infrastructure backbone. Whats stopping you to buy more"  
[X Link](https://x.com/DavidRe44137727/status/1909456857250607197)  2025-04-08T04:02Z [--] followers, [--] engagements


"@tonythebullBTC Full 🛑 Appreciate your platform Youre definitely different very refreshing honest. Not jus another $BTC proxy"  
[X Link](https://x.com/DavidRe44137727/status/1909522270101393789)  2025-04-08T08:22Z [--] followers, [--] engagements


"@saylor @LaDoger21 $MSTR Ponzi scheme Currently zero Net Asset Value per share Ponzi scheme Very soon to be bankrupt Ponzi scheme. You loved $BTC at $100K apparently not $70K Wazzup Sailor"  
[X Link](https://x.com/DavidRe44137727/status/1909694569962426865)  2025-04-08T19:47Z [--] followers, [---] engagements


"@Saylorsatsire Rumor $MSTR filed Chapter [--] BK @ DC District Court"  
[X Link](https://x.com/DavidRe44137727/status/1909762673916756209)  2025-04-09T00:17Z [--] followers, [--] engagements


"@ariz_okie @saylor Sailor finds it necessary to shamelessly & endlessly promote his highly leveraged arbitrage $BTC Ponzi scheme on social media propaganda platform reality 250M common shares are worthless. Credit rating below junk grade"  
[X Link](https://x.com/DavidRe44137727/status/1913841179302727954)  2025-04-20T06:24Z [--] followers, [--] engagements


"@saylor Never find even [--] post acting as proxy promoting $USD as the worlds undisputed world default currency supported by the biggest & most innovative economy in history of world. MAG [--] mrkt cap exceeds entire EU & Nasdaq [---] the entire world developed nations $500B GDP"  
[X Link](https://x.com/DavidRe44137727/status/1913843081906163991)  2025-04-20T06:32Z [--] followers, [--] engagements


"@joecarlsonshow Recently started position been trading choppy. $FICO phenomenal stock Have you looked @ $QFIN Been one my best all time buys with great future. Serve younger generation particularly in emerging markets $NU China ($FINV)"  
[X Link](https://x.com/DavidRe44137727/status/1914758859123778007)  2025-04-22T19:11Z [--] followers, [--] engagements


"@mintzmyer Did you do LEAP options on your $WMT short position & how far out Short options are the hardest of all derivatives to create alpha. Expensive pricing & timing most often needs to be precise"  
[X Link](https://x.com/DavidRe44137727/status/1914763917127246219)  2025-04-22T19:31Z [--] followers, [--] engagements


"@joecarlsonshow $NOW $FICO $SPOT $NFLX & $PLTR have enormous momentum. Valuations are stretched"  
[X Link](https://x.com/DavidRe44137727/status/1916614733295391033)  2025-04-27T22:05Z [--] followers, [---] engagements


"@meeijer Show me just one (non REIT) data center stock that has any success whatsoever. Jus [--] So many headwinds that make nearly impossible- the math simply doesnt work nearly impossible to predict chip lifecycle & CapXie $GDS $DBRG"  
[X Link](https://x.com/DavidRe44137727/status/1918793060390977739)  2025-05-03T22:21Z [--] followers, [---] engagements


"@WinnerInvestor Finding it extremely difficult to comprehend why virtually anyone would be interested if you buy $10 worth of any stock Do wish you good luck $10 $SOFI stock:)"  
[X Link](https://x.com/DavidRe44137727/status/1918799742626386078)  2025-05-03T22:48Z [--] followers, [--] engagements


"@ondrejslunecko $SOFI Extremely competitive (commodity) historically weak momentum sector ($PYPL $XYZ etc) with huge share float. Sayin $SOFI is one of [--] best stocks world to own long term based huge float alone"  
[X Link](https://x.com/DavidRe44137727/status/1921994529365774428)  2025-05-12T18:22Z [---] followers, [---] engagements


"@BillAckman Did you remember to buy the Donald & Melania Meme coins Or more importantly new pair of MAGA knee pads for your next visit to M-largo hang w/Mike the Pillow guy Rudy Matt Gaetz etcOr do they still not allow Jews inside club"  
[X Link](https://x.com/DavidRe44137727/status/1922712104139628974)  2025-05-14T17:54Z [---] followers, [--] engagements


"@LeverageMcgee @mojomoby Agree with 💯% of analysis $MSTR. $MSTR is digital blockchain Ponzi scheme Zero utility more power used mining $BTC annually than entire country Pakistan (200M + population). Blockchain backbone every company bankrupt @ least once"  
[X Link](https://x.com/DavidRe44137727/status/1923518329169596921)  2025-05-16T23:18Z [---] followers, [--] engagements


"@nataninvesting $PDD has growing number significant internal issues creating potential long term headwinds. Not convinced theyll ever get their mojo back. Time will tell$BABA great long term investment that checks every box as cornerstone for any equity growth portfolio"  
[X Link](https://x.com/DavidRe44137727/status/1927931955322179801)  2025-05-29T03:36Z [--] followers, [--] engagements


"@nataninvesting lol Opened new positions today $UNH & $ELV (longtime $CI position)"  
[X Link](https://x.com/DavidRe44137727/status/1929631873648808213)  2025-06-02T20:11Z [---] followers, [---] engagements


"@nataninvesting BTWanimal spirits coming back China. Many top economic/international trade pundits firmly believe China is negotiating from significant position of power (# [--] worldwide trading partner). DJT poked the 🐻 Good time being long China equities"  
[X Link](https://x.com/DavidRe44137727/status/1929633862499676629)  2025-06-02T20:18Z [---] followers, [--] engagements


"@amitisinvesting Actual retail interest rates are derived 💯 % via bond markets & ultimately [--] YR treasury. If Powell were to cut rates (fed funds rate) the [--] year would increase (same as last [--] rate cuts) & consumer/mortgage rates move higher"  
[X Link](https://x.com/DavidRe44137727/status/1930373414910603644)  2025-06-04T21:17Z [---] followers, [--] engagements


"@amitisinvesting Consumer/Mortgage retail interest rates are not derived directly via Fed Funds or Prime Rates. The most important barometers are bond market ultimately [--] YR rate-retail consumer/mortgage rates increased following the last [--] previous rate cuts. Why waste most monetary tool"  
[X Link](https://x.com/DavidRe44137727/status/1931413853251965105)  2025-06-07T18:12Z [---] followers, [--] engagements


"@kylewhitegoat Have to admit definitely never thought $SOFI would hit $20 share primarily due to headwinds of large 1.1M outstanding share float & limited Institutional ownership. 💯 % credit goes to stock 🐐 & the rest determined retail investors IMHO Congrats:)"  
[X Link](https://x.com/DavidRe44137727/status/1942439900651151598)  2025-07-08T04:25Z [---] followers, [---] engagements


"@kylewhitegoat Im currently long decent sized long position $NU & like today continue to ad on the dips"  
[X Link](https://x.com/DavidRe44137727/status/1942440620712407443)  2025-07-08T04:28Z [---] followers, [---] engagements


"@SullyCNBC @CNBCTheExchange @PowerLunch Kyle Bass on his best day is political hack that cannot complete single sentence without the words Trumpor The President. Supposedly Hayman Capitals is his big successful hedge fund. Understandably not discussed since hasnt filed quarterly 13f since [----]. REALLY"  
[X Link](https://x.com/DavidRe44137727/status/1950667257241375213)  2025-07-30T21:18Z [---] followers, [--] engagements


"@joecarlsonshow Jus noticed posted $DUOL thesis YouTube:) What expectations upcoming earnings/guidance"  
[X Link](https://x.com/DavidRe44137727/status/1952799622449238521)  2025-08-05T18:31Z [---] followers, [---] engagements


"@joecarlsonshow Really surprised $DUOL stock trading down sharply today ahead earnings Realize observing pre earnings quiet period. However issued [--] upward earnings revisions & zero downward since last quarterly earnings. Youd think the street expecting beat"  
[X Link](https://x.com/DavidRe44137727/status/1952801079613374793)  2025-08-05T18:37Z [---] followers, [---] engagements


"@kylewhitegoat Playing $SOFI long game has certainly served you handsomely:) This market momentum has been led primarily by retail investors like yourself not better proxy than $SOFI. Its never really had strong institutional ownership or really great fundamentals & yet up +245% last 12M:)"  
[X Link](https://x.com/DavidRe44137727/status/1959031191476347045)  2025-08-22T23:13Z [---] followers, [---] engagements


"@LeadingReport White guy overbite dance move kicking it with his bestie Epstein"  
[X Link](https://x.com/DavidRe44137727/status/1962651462837932402)  2025-09-01T22:59Z [---] followers, [--] engagements


"@SullyCNBC Continue give oxygen to Kyle Bass (+defunct [----] hedge fund) & ridiculous conspiracy theories-definition political hack-Full 🛑 Comparing TikTok to fentanyl. He belongs Alex Jones. Hedge fund Hayman Capital last 13F filed [----] total [--] stocks"  
[X Link](https://x.com/DavidRe44137727/status/1969114456580878669)  2025-09-19T19:00Z [---] followers, [--] engagements


"@nataninvesting You like $CI or $THC"  
[X Link](https://x.com/DavidRe44137727/status/1969817403334021237)  2025-09-21T17:34Z [---] followers, [--] engagements


"@kylewhitegoat $SOFI Analyst consensus [----] FWD EPS $ .97 cents 1.2B share float +19% YoY shareholder dilution . Rate cuts directly reduce primary source income-interest margin"  
[X Link](https://x.com/DavidRe44137727/status/1970590623653884098)  2025-09-23T20:46Z [---] followers, [---] engagements


"@kylewhitegoat $SOFI did reduce LT debt significantly past year. $SOFI is excellent proxy supporting retail driven market momentum thesis thats likely to continue:)"  
[X Link](https://x.com/DavidRe44137727/status/1970595599742574870)  2025-09-23T21:06Z [---] followers, [---] engagements


"@ZealgolfDan @kylewhitegoat Goats all grown up lol Gotta tip hat to the kid played $SOFI long game"  
[X Link](https://x.com/DavidRe44137727/status/1970596962098651221)  2025-09-23T21:11Z [---] followers, [--] engagements


"@thereplygui @FuturumEquities 💯 % Example: $CRWV 100% Debt interest Coverage Eventually transforms from meme stock voting game to fundamentals weighing game"  
[X Link](https://x.com/DavidRe44137727/status/1971630466072805508)  2025-09-26T17:38Z [---] followers, [---] engagements


"@TheShortBear $OKLO FWD [----] revenue $5M FWD Price/Sales [----] 19B market cap"  
[X Link](https://x.com/DavidRe44137727/status/1974877850030555503)  2025-10-05T16:42Z [---] followers, [--] engagements


"@HedgingDelta @TheShortBear $IBKR platform recently seen borrowing rates for $BMNR 100% . Super crazy"  
[X Link](https://x.com/DavidRe44137727/status/1974885752287945185)  2025-10-05T17:13Z [---] followers, [---] engagements


"@MMatters22596 $SOFI Analyst consensus [----] FWD EPS $.97 [----] share buyback yield +18.3%"  
[X Link](https://x.com/DavidRe44137727/status/1974964911357997322)  2025-10-05T22:28Z [---] followers, [---] engagements


"@zach9191919 Be super careful $PGY Speculative B2 credit rating"  
[X Link](https://x.com/DavidRe44137727/status/1974976027492503637)  2025-10-05T23:12Z [---] followers, [---] engagements


"@kylewhitegoat Analysts consensus SOFI forward Q2 (June 26) $.14 cents EPS. Certainly improvement versus $.06 cents EPS Q2 (June 25)"  
[X Link](https://x.com/DavidRe44137727/status/1977921618526494760)  2025-10-14T02:17Z [---] followers, [----] engagements


"@WealthCoachMak @pokito87 With all due respect Coach more $CSPs CCs & less spreads next few monthsKISS (Keep It Simple Stupid).still the 🐐 in my book:)"  
[X Link](https://x.com/DavidRe44137727/status/1808624009527112011)  2024-07-03T22:09Z [---] followers, [--] engagements


"@amitisinvesting Shares VERY RARELY get called away on $CCs or $CSPs & are assigned if you dont roll or close out contract. Generally super low Delta & time are mostly degen buyers trying to catch lightning in bottle similar to parlay sports wager"  
[X Link](https://x.com/DavidRe44137727/status/1808635967533895745)  2024-07-03T22:56Z [---] followers, [--] engagements


"@Sopcaja @Quality_stocksA Surprised you dont have room for $CI or $ELV as part of your top long healthcare plays"  
[X Link](https://x.com/DavidRe44137727/status/1815268200520806556)  2024-07-22T06:10Z [---] followers, [--] engagements


"@mintzmyer Went to college with CEO of Fortress & for the record he has horrible reputation. Wouldnt invest with any company hes involved with. $DFE is definitely not $STNG"  
[X Link](https://x.com/DavidRe44137727/status/1818475429084397651)  2024-07-31T02:35Z [---] followers, [---] engagements


"@nataninvesting Also like: $BIDU $TCOM $NTSE $BYD $TCEHY $JD $TME &/or: $KWEB $KLIP All are trading far below fair market value ie $BABA $PDD"  
[X Link](https://x.com/DavidRe44137727/status/1835409650734518333)  2024-09-15T20:05Z [---] followers, [---] engagements


"@Options2Retire The best move for bad $CSP trade is to close out ASAP rather than rolling or taking assignment. Full 🛑 Sooner get out bad trade the better. EVERYONE makes bad trades"  
[X Link](https://x.com/DavidRe44137727/status/1838742795173138638)  2024-09-25T00:50Z [---] followers, [--] engagements


"@nataninvesting $KWEB opened down (2.50) pts this morning & rallied to close down (.70). Significant in that it adds to the narrative that much of the $HSE market negativity was priced in. Following $FXI closely as a leading indicator for market breadth necessary for sustainable breakout"  
[X Link](https://x.com/DavidRe44137727/status/1839045007522844889)  2024-09-25T20:51Z [---] followers, [--] engagements


"@WealthCoachMak Super surprised you .15 delta particularly for CSPs. Got stuck pretty good $FEDX recently on CSPs @ .10 delta"  
[X Link](https://x.com/DavidRe44137727/status/1840583850000581086)  2024-09-30T02:46Z [---] followers, [---] engagements


"@OptiontradinIQ Underlying symbol should be $BUFF Buffoonery Teslas going to be $30000000 share next [--] months She virtually checks every box describing a complete disaster"  
[X Link](https://x.com/DavidRe44137727/status/1920247078296383852)  2025-05-07T22:39Z [---] followers, [--] engagements


"@nataninvesting Buy $LLY $CI continues best performing long term compounders. China positions: $HSAI $TCOM $QIFU $FINV $BZ $HTHT $ATAT $TIGR $KWEB $FXI"  
[X Link](https://x.com/DavidRe44137727/status/1929637034928624067)  2025-06-02T20:31Z [---] followers, [---] engagements


"@Downtown U mentioned judges/CNBC that Solana isnt available brokerage accounts. Have [--] ETFs: $SOLZ & $SOLT Appreciate yastill DTJB"  
[X Link](https://x.com/DavidRe44137727/status/1943752139823780280)  2025-07-11T19:19Z [---] followers, [--] engagements


"@nataninvesting $RRX *$TYG (energy ETF) Realize youre super young guy $TYG is really good fixed income/growth monthly dividend (10.5%) managed by Tortoise (energy) Capital- along w/KayneAnderson top energy focused asset Mgr/hedge fund Nothing wrong balancing portfolio little:)"  
[X Link](https://x.com/DavidRe44137727/status/1959362320511221962)  2025-08-23T21:09Z [---] followers, [--] engagements


"@SullyCNBC Appreciate ya Sully:)"  
[X Link](https://x.com/DavidRe44137727/status/1978497677751939145)  2025-10-15T16:26Z [---] followers, [--] engagements


"@mikealfred Only approx 20M $BTC float still long term up to the right runway-ETF inflows Treasuries (losing steam) accelerating growth stable coin $BTC & sovereign country ownership"  
[X Link](https://x.com/DavidRe44137727/status/1979627895044886773)  2025-10-18T19:17Z [---] followers, [--] engagements


"@mikealfred @pei_liu3 Biggest $BTC risk by far is leverage. History has proven every highly leveraged arbitrage asset will eventually crash: it works great until it doesnt. Impossible to predict exactly when/what be initial trigger-the treasuries create enormous risk-aka $MSTR"  
[X Link](https://x.com/DavidRe44137727/status/1979630576933253277)  2025-10-18T19:28Z [---] followers, [---] engagements


"@kylewhitegoat $SOFI FWD PE & yoy massive (18.8%) shareholder dilution not the connecting dots that resemble set for long term bullish scenario"  
[X Link](https://x.com/DavidRe44137727/status/1980679892732928312)  2025-10-21T16:57Z [---] followers, [---] engagements


"@kylewhitegoat Last [--] years increased revenue $10B to $17B. QFIN earns $1.57B FCF (almost entire annual revenue $SOF). btw 18.8% yoy shareholder dillution & decreasing FWD earnings (margin compression) are significantly negating revenue growth. $QFIN Q3 tempered TL guidance def hurt share price"  
[X Link](https://x.com/DavidRe44137727/status/1980698865444745445)  2025-10-21T18:13Z [---] followers, [---] engagements


"@kylewhitegoat Slightly tempered Q3 guidance last earnings call was disastrous for $QFIN share price. CEO widely considered peers as leading AI Fintech recently invited speak United Nations re AI. Laser focused leveraging AI modeling -leadership acquiring quality loans sacrificing st growth"  
[X Link](https://x.com/DavidRe44137727/status/1980702737399718211)  2025-10-21T18:28Z [---] followers, [---] engagements


"@kylewhitegoat $SOFI Decision last resort satisfying enormous negative annual CF (2025 -$2.8B/2023 -$7.3B) via shareholder dilution (18% yoy) is financial kryponite tremendous pressure decreasing analyst consensus fwd EPS ($.97 2029)"  
[X Link](https://x.com/DavidRe44137727/status/1981057372878753880)  2025-10-22T17:57Z [---] followers, [----] engagements


"@kylewhitegoat $SOFI BTD Buy The Dip"  
[X Link](https://x.com/DavidRe44137727/status/1981064806577902020)  2025-10-22T18:27Z [---] followers, [---] engagements


"@kylewhitegoat $QFIN"  
[X Link](https://x.com/DavidRe44137727/status/1981068760007266312)  2025-10-22T18:42Z [---] followers, [--] engagements


"@DataDInvesting $SOFI Analysts consensus declining FWD EPS 18%+ yoy shareholder dilution to finance (-$2.9B) cash flow-significant earnings headwinds resulting under $1 EPS til next decade. Financial kryptonite stock performance not outlier sub prime company BK nobody heard of"  
[X Link](https://x.com/DavidRe44137727/status/1981071151230263356)  2025-10-22T18:52Z [---] followers, [---] engagements


"@stevenmobarak Maybe .05 cents EPS 18% yoy shareholder dilution financing ($2.9B) negative CF or analysts consensus EPS not expected breach $1 EPS til next decade or maybe outlier BK pink sheet sub prime lender nobody has heard of that others claim platform"  
[X Link](https://x.com/DavidRe44137727/status/1981072539008061666)  2025-10-22T18:57Z [---] followers, [--] engagements


"@BasedJess05 @JTLonsdale Mag [--] market cap exceeds entire EU GDP. California is # [--] ranked GDP worldwide. Were doing ok"  
[X Link](https://x.com/DavidRe44137727/status/1982637449827533131)  2025-10-27T02:36Z [---] followers, [--] engagements


"@Receipts911 @afsheenjaf @theRealKiyosaki Only method value currencys is pairs. You remove $USD to trade/purchase/own $ETH or $BTC their values close to zero inversely would have absolutely zero negative valuation of $USD. $ETH likely have more value than $BTC due to blockchain adoption financial & many markets"  
[X Link](https://x.com/DavidRe44137727/status/1987569343740428428)  2025-11-09T17:13Z [---] followers, [--] engagements


"@neo241091 @unusual_whales Why every data center stock burning massive cash ginormous debt & zero earnings. Used H-200 are selling $400. $GDS only has 60% coverage only $6B debt. $CRWV massive debt & YoY shareholder dilutionnot winning combination"  
[X Link](https://x.com/DavidRe44137727/status/1988038751541657771)  2025-11-11T00:19Z [---] followers, [---] engagements


"@mikealfred $BTC @$315K [----] Pink sheet penny crypto treasury stock $ASST or $IBIT Suppose Gold [----] $12500 If but candy & nuts wed all have Merry Christmas"  
[X Link](https://x.com/DavidRe44137727/status/1988437490676662368)  2025-11-12T02:43Z [---] followers, [---] engagements


"@west_linux @saylor @grok [------] $MSTR NAV $1.20 according to his own treasury disclosure (not much room downside). LT debt ($9B) preferred shares ($8B) & common share dilution resulting common share liquidation NAV almost worthless"  
[X Link](https://x.com/DavidRe44137727/status/1990163450501407008)  2025-11-16T21:01Z [---] followers, [----] engagements


"@McclinticScot @PeterSchiff @saylor Obviously $MSTR convertible bond to equity arbitrage trade has 💯 % dried up. Now further diluting common shares ($1 NAV $MSTR) before recent purchases ($BTC) arbitrage. Recipe disaster FULL 🛑 AKA Ponzi"  
[X Link](https://x.com/DavidRe44137727/status/1990514965141467259)  2025-11-17T20:18Z [---] followers, [--] engagements


"@PeterSchiff @saylor Saylors arbitrage Ponzi trade potentially biggest history"  
[X Link](https://x.com/DavidRe44137727/status/1990515524628029505)  2025-11-17T20:20Z [---] followers, [--] engagements


"@Minointerista @PeterSchiff How SEC was able track big Bitcoin theft case"  
[X Link](https://x.com/DavidRe44137727/status/1990909363549266342)  2025-11-18T22:25Z [---] followers, [--] engagements


"@Gt8162 @PeterSchiff Bitcoin has absolutely zero utility stablecoins success is contingent to being tied $USD (Treasuries)"  
[X Link](https://x.com/DavidRe44137727/status/1990910744414859455)  2025-11-18T22:31Z [---] followers, [--] engagements


"@cryptomanran VanEck ETF CEO 💯 % debunked this theory during in studio segment today"  
[X Link](https://x.com/DavidRe44137727/status/1991988594651845101)  2025-11-21T21:54Z [---] followers, [--] engagements


"@cryptomanran Logic [---] would suggest 99.9999% chance DATS will be excluded based on criteria listed. Only difference to $IBIT etf is DATs are 100% risk on"  
[X Link](https://x.com/DavidRe44137727/status/1991990141590921316)  2025-11-21T22:00Z [---] followers, [--] engagements


"@cryptomanran Saylor (board directors) should be more concerned ultimate Shakespearean moment (spending entire career crosshairs US gov/IRS/SEC) leveraging arbitrage trade highest risk on asset massive scale ($9B preferred/$9 B+ convertible B). Biggest Ponzi ever"  
[X Link](https://x.com/DavidRe44137727/status/1991995233819898345)  2025-11-21T22:20Z [---] followers, [--] engagements


"@_Adrian @Micro2Macr0 One & only reason anyone would own Bitcoin is the hope someone else will pay more. Zero utility musical chairs AKA digital Ponzi scheme. $MSTR arbitrage trade ultimate risk on asset facing risk biggest civil financial class action lawsuit US history"  
[X Link](https://x.com/DavidRe44137727/status/1992024831416799683)  2025-11-22T00:18Z [---] followers, [--] engagements


"@_Adrian @Micro2Macr0 Bitcoins value is 💯 % dependent on $USD (stable coin/T-Bills) now apparently inclusion index funds by companies using massive 100% leverage arbitrage trading to accumulate $BTC. If Bitcoin had any actual utility would any of this matter"  
[X Link](https://x.com/DavidRe44137727/status/1992027805551567237)  2025-11-22T00:30Z [---] followers, [--] engagements


"@BillAckman @Micro2Macr0 @nytimes @thetimes Wow Bill find it much more remarkable that this tops your list of how to spend your time-social media click bait"  
[X Link](https://x.com/DavidRe44137727/status/1992676984992973136)  2025-11-23T19:29Z [---] followers, [--] engagements


"@joecarlsonshow PR fumble Full 🛑 When (not if) Nvideas margins begin to compress share prices will fall like rock never been anything close to 25B share float-market cap equivalent 3rd ranked countrys GDP world-insane"  
[X Link](https://x.com/DavidRe44137727/status/1993751444416286935)  2025-11-26T18:39Z [---] followers, [--] engagements


"@mikealfred Bitcoin is still nothing more than a blockchain ledger with zero utility other than stablecoin tied to $USD treasuries. Every bitcoin miner pivoting out mining-network support. Every highly leveraged arbitrage trade in history has ended the same. Full 🛑"  
[X Link](https://x.com/DavidRe44137727/status/1995943205419057159)  2025-12-02T19:48Z [---] followers, [--] engagements


"@Paddy_film @SawyerMerritt @teslawelt Never in my life have I ever seen a company ($TSLA) promoted 99% for what it might do & 1% for actual real financial fundamentals like $GOOG $AMZ $META $TSM.simply Gypsy story telling. Robots are 😂 😂 😂"  
[X Link](https://x.com/DavidRe44137727/status/1996398597370532131)  2025-12-04T01:58Z [---] followers, [---] engagements


"@BillAckman Proven over and over that US citizens commit far more violent crimes than immigrants including illegal immigrants. Jus click bait"  
[X Link](https://x.com/DavidRe44137727/status/1996699075270586716)  2025-12-04T21:52Z [---] followers, [--] engagements


"@BillAckman Because hes a proud Jew who supports Isreal Had absolutely nothing to do with his support Country or Religion. Its like JFK famously said about being Irish Roman Catholic & promoting separation Church & state. Public schools arent for religious indoctrination-Full 🛑"  
[X Link](https://x.com/DavidRe44137727/status/1996701683750174810)  2025-12-04T22:02Z [---] followers, [--] engagements


"@BillAckman Curious Bill exactly where does it say that the Principal or anyone representing the middle school was critical because he was proud to be from Isreal & of his chosen spirituality Thats the REAL problem Bill & its a shame youre unable to comprehend it"  
[X Link](https://x.com/DavidRe44137727/status/1996705770550046748)  2025-12-04T22:18Z [---] followers, [--] engagements


"@saylor You absolutely pound table buying massive $BTC $110K+ not so much $90K Ultimate setup class action lawsuit-highly leveraged shareholder dilution arbitrage Ponzi scheme. Upcoming likely quarterly losses (-$20B) to (-$25B) & stock delegated OTC Pink sheets"  
[X Link](https://x.com/DavidRe44137727/status/1997023378507813268)  2025-12-05T19:20Z [---] followers, [--] engagements


"@saylor Hope you like Pink $MSTR already disqualified Dow & S&P [---] next 🛑 OTC Pink sheets. Pound table buying $110K+ not so much $90K. Classic highly leveraged arbitrage trade Ponzi scheme. Likely $MSTR next quarterly losses (-$15B to -$20B) or more"  
[X Link](https://x.com/DavidRe44137727/status/1997027259367264633)  2025-12-05T19:36Z [---] followers, [---] engagements


"@saylor What does orange have to do with Bitcoin Absolutely nothing just like most everything included your definition regarding positive narratives Bitcoin-one & only common denominator"  
[X Link](https://x.com/DavidRe44137727/status/1997029001697849687)  2025-12-05T19:43Z [---] followers, [--] engagements


"@mikealfred 💯 % 6-7 Noise $BTC so called best currency world w/every possible regulatory tailwind down 30% in a epic battle large institutional manipulators vs naive retail speculators in dead heat unclear who wins. Really **85K & $75K are critically important support levels"  
[X Link](https://x.com/DavidRe44137727/status/2001046473580925147)  2025-12-16T21:47Z [---] followers, [--] engagements


"@mikealfred Bitcoin is by far the #1 risk on asset that on its own merits (excluding stable coin collaboration with $USD/treasuries) has been unable to offer any measurable utility. Only the hope somebody might pay more"  
[X Link](https://x.com/DavidRe44137727/status/2001057088957722714)  2025-12-16T22:29Z [---] followers, [--] engagements


"@mikealfred Oversold AI Demand Every possible geopolitical ETF & stablecoin adoption. Almost every leading $BTC miner transitioning to conventional data center revenue. Not good long term endorsement for network infrastructure scaling tokenized blockchain or quantum cybersecurity"  
[X Link](https://x.com/DavidRe44137727/status/2002071705720926365)  2025-12-19T17:41Z [---] followers, [--] engagements


"@mikealfred Bitcoins has become the leading risk on trading asset most detrimental value proposition begins & ends from lacking measurable consensus utility or financial fundamentals. Recently the prediction trading growth only increases asset dilution via less direct BTC ownership"  
[X Link](https://x.com/DavidRe44137727/status/2002085296100475333)  2025-12-19T18:35Z [---] followers, [--] engagements


"@saylor @WatcherGuru TBD Irrational exuberance financial markets has no time limits. Every leading bitcoin miner pivoting to commercial data center operator. Bitcoins leading risk on speculative trading asset.Ownership dictated by those believing someone else will pay more- Ponzi scheme Full🛑"  
[X Link](https://x.com/DavidRe44137727/status/2002107485919015384)  2025-12-19T20:03Z [---] followers, [--] engagements


"@WatcherGuru You were undeniably spot on right about one thing online gambling Bitcoin has increasingly (predictive market) become the ultimate risk on trading asset. Significant price weakness during best historical geopolitical/capital market tailwinds. No consensus LT utility.Full 🛑"  
[X Link](https://x.com/DavidRe44137727/status/2002110969410170974)  2025-12-19T20:17Z [---] followers, [--] engagements


"@NoLimitGains $BTC benefited from every possible geopolitical financial regulatory & technical fundamental tailwinds (halving/stable-coin/ETFs). Every leading BTC miner transitioning to data center space isnt good proxy to increase hash rate-improve LT network blockchain performance"  
[X Link](https://x.com/DavidRe44137727/status/2003630185263030390)  2025-12-24T00:53Z [---] followers, [--] engagements


"@DefiWimar Most importantly & unlike $MSTR $BMNR has zero debt convertible bonds or preferred shares (10% dividends) resulting fortress balance sheet. Currently outside of $ETH crashing to zero has no risk of insolvency & no scenario where they would be forced to liquidate $ETH"  
[X Link](https://x.com/DavidRe44137727/status/2004639384814096468)  2025-12-26T19:44Z [---] followers, [---] engagements


"@Vivek4real_ In lieu of $BTC financial fundamentals or actual/potential real utilities almost exclusively use technical trading charts. Very least putting cart ahead horse & ignoring real fundamental issues surrounding Bitcoin. Every Bitcoin miners pivoting to data centers-cyber security"  
[X Link](https://x.com/DavidRe44137727/status/2004648902797263061)  2025-12-26T20:21Z [---] followers, [--] engagements


"@TheBTCTherapist Massively leveraged arbitrage Bitcoin Treasury with illiquid balance sheet where continuing price erosion leading to path of insolvency"  
[X Link](https://x.com/DavidRe44137727/status/2004784074179920228)  2025-12-27T05:19Z [---] followers, [--] engagements


"@EarningsMindset @mikealfred Bitcoin is proving more than ever to be the ultimate risk on trading asset other than stablecoins no value add utility. Every major BTC miner pivoting to data center hosting is not good LT proxy Bitcoin including network infrastructure hash scaling"  
[X Link](https://x.com/DavidRe44137727/status/2005041139599249673)  2025-12-27T22:20Z [---] followers, [--] engagements


"@thepowerfulHRV $MSTR misses just [--] preferred quarterly dividend would be disastrous for Bitcoin. Billions of convertible Bonds with $480 share price future risk being called. $MSTR real solvency future risks. Arbitrage Ponzi scheme. Full 🛑"  
[X Link](https://x.com/DavidRe44137727/status/2005742000348270985)  2025-12-29T20:45Z [---] followers, [---] engagements


"@BullTheoryio Bitcoins down 30% due to reduced liquidity AKA significantly more sellers than buyers of Bitcoin-the ultimate risk-on asset. Full 🛑"  
[X Link](https://x.com/DavidRe44137727/status/2005867666074993116)  2025-12-30T05:04Z [---] followers, [--] engagements


"@BitcoinMagazine Continuing arbitrage Ponzi scheme transforming micro cap obscure software company into 💯 leveraged $BTC treasury via $9B debt/$10B convertible debt/ongoing massive common share dilution with NAV trending negative. Supposedly the #1 Treasury for worlds leading currency"  
[X Link](https://x.com/DavidRe44137727/status/2006412818497810912)  2025-12-31T17:11Z [---] followers, [--] engagements


"@Tim_Sweeney_TAR $BMNR OI is insane Full 🛑"  
[X Link](https://x.com/DavidRe44137727/status/2006777237681381403)  2026-01-01T17:19Z [---] followers, [---] engagements


"@Tim_Sweeney_TAR $MSTR obscure micro cap software Co/ (-$2.5B NI since 2015) transitioned to $BTC Treasury via leveraged (10B debt/$10B+/$8B preferred/400K+ share dilution) arbitrage trade ultimate risk on asset. The #1 $BTC proxy what could go wrong"  
[X Link](https://x.com/DavidRe44137727/status/2006792283715465360)  2026-01-01T18:18Z [---] followers, [---] engagements


"@0xLofty Increasingly every $BTC bullish narrative is substantiated via technical trading charts while ignoring the real fundamental risks: quantum blockchain cybersecurity every miner redeploying GWA energy-declining hash rate other stable coin no mention fundamental future utility"  
[X Link](https://x.com/DavidRe44137727/status/2007528180106797215)  2026-01-03T19:03Z [---] followers, [--] engagements

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