# ![@DiSaaStrr Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1883974522744848384.png) @DiSaaStrr DiSaaStrr

DiSaaStrr posts on X about $cpng, xpev, $xpev, $nflx the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1883974522744848384/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1883974522744848384/c:line/m:interactions.svg)

- [--] Week [---------] +358%
- [--] Month [---------] +38,434%
- [--] Months [---------] +17,473%

### Mentions: [--] [#](/creator/twitter::1883974522744848384/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1883974522744848384/c:line/m:posts_active.svg)

- [--] Week [--] +90%
- [--] Month [--] +97%
- [--] Months [---] +127%

### Followers: [---] [#](/creator/twitter::1883974522744848384/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1883974522744848384/c:line/m:followers.svg)

- [--] Week [---] +1.60%
- [--] Month [---] +10%
- [--] Months [---] +124%

### CreatorRank: [---------] [#](/creator/twitter::1883974522744848384/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1883974522744848384/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  70% [cryptocurrencies](/list/cryptocurrencies)  18% [technology brands](/list/technology-brands)  8% [finance](/list/finance)  8% [automotive brands](/list/automotive-brands)  7% [celebrities](/list/celebrities)  2% [travel destinations](/list/travel-destinations)  1% [countries](/list/countries)  1%

**Social topic influence**
[$cpng](/topic/$cpng) 7%, [xpev](/topic/xpev) 6%, [$xpev](/topic/$xpev) 6%, [$nflx](/topic/$nflx) 5%, [ai](/topic/ai) 5%, [$open](/topic/$open) #190, [$fvrr](/topic/$fvrr) #5, [$dis](/topic/$dis) 4%, [market cap](/topic/market-cap) #1476, [$clbt](/topic/$clbt) 4%

**Top accounts mentioned or mentioned by**
[@ccmbrett](/creator/undefined) [@drewcohenmoney](/creator/undefined) [@terranovajoe](/creator/undefined) [@orlandobravotb](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@ericjackson](/creator/undefined) [@enovixbatteries](/creator/undefined) [@dudewhoinvests](/creator/undefined) [@spenbaker](/creator/undefined) [@qualityinvest5](/creator/undefined) [@jerrycap](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@stockmktnewz](/creator/undefined) [@theaiinvestor](/creator/undefined) [@tylertech](/creator/undefined) [@oculus](/creator/undefined) [@harleyf](/creator/undefined) [@nejatian](/creator/undefined) [@shrisha](/creator/undefined) [@michaeljburry](/creator/undefined)

**Top assets mentioned**
[Coupang, Inc.  (CPNG)](/topic/$cpng) [XPENG INC. (XPEV)](/topic/$xpev) [Netflix Inc (NFLX)](/topic/$nflx) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [DisChain (DIS)](/topic/$dis) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [monday.com Ltd. (MNDY)](/topic/$mndy) [ServiceTitan, Inc. (TTAN)](/topic/$ttan) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [OpenServ (SERV)](/topic/$serv) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Portillo’s Inc. (PTLO)](/topic/$ptlo) [Dash (DASH)](/topic/$dash) [Microsoft Corp. (MSFT)](/topic/$msft) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Procter & Gamble (PG)](/topic/$pg) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Tesla, Inc. (TSLA)](/topic/$tsla) [Fluidity (FLY)](/topic/$fly) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Arweave (AR)](/topic/$ar) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Freshworks Inc. (FRSH)](/topic/$frsh) [Asana, Inc. (ASAN)](/topic/$asan) [Snap, Inc. (SNAP)](/topic/$snap) [First Watch Restaurant Group, Inc. (FWRG)](/topic/$fwrg) [GameStop, Corp. (GME)](/topic/$gme) [Now Coin (NOW)](/topic/$now) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [4 (FOUR)](/topic/$four) [Toast, Inc. (TOST)](/topic/$tost) [CyberVein (CVT)](/topic/$cvt) [Shopify Inc (SHOP)](/topic/$shop) [Oracle Corporation (ORCL)](/topic/$orcl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Adobe, Inc. (ADBE)](/topic/$adbe) [Convex Finance (CVX)](/topic/$cvx) [Kosmos Energy Ltd. (KOS)](/topic/$kos) [Heroes of NFT (HON)](/topic/$hon) [Sea Limited (SE)](/topic/$se) [Metadium (META)](/topic/$meta) [Kimberly Clark Corp (KMB)](/topic/$kmb) [Camping World Holdings, Inc. (CWH)](/topic/$cwh) [Shake Shack Inc. (SHAK)](/topic/$shak) [Verizon Communications Inc. (VZ)](/topic/$vz) [PepsiCo, Inc. (PEP)](/topic/$pep) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Exxon Mobil (XOM)](/topic/$xom)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@QualityInvest5 The disruption set to hit the SaaS industry will be unlike anything weve ever seen. Extinction-level event for maybe two-thirds of the current public company landscape. $MNDY $HUBS $FRSH $ASAN"  
[X Link](https://x.com/DiSaaStrr/status/2012168469429596298)  2026-01-16T14:22Z [---] followers, [---] engagements


"@JerryCap Now do $FVRR"  
[X Link](https://x.com/DiSaaStrr/status/2012290826940907984)  2026-01-16T22:28Z [---] followers, [---] engagements


"@StockSavvyShay $TTAN if you are a smart fella"  
[X Link](https://x.com/DiSaaStrr/status/2013740590471557225)  2026-01-20T22:29Z [---] followers, [---] engagements


"@CCM_Brett Not for $TTAN"  
[X Link](https://x.com/SaaSCARY/status/2013740756700184618)  2026-01-20T22:29Z [---] followers, [---] engagements


"$DIS should acquire $SNAP. Ben Swinburne can lead the deal"  
[X Link](https://x.com/DiSaaStrr/status/2017370310710882730)  2026-01-30T22:52Z [---] followers, [---] engagements


"@StockMKTNewz $FWRG. Free breakfast for all $GME holders"  
[X Link](https://x.com/DiSaaStrr/status/2017370963176837236)  2026-01-30T22:54Z [---] followers, [---] engagements


"$DOCN ahead of the print"  
[X Link](https://x.com/DiSaaStrr/status/2018502887396057470)  2026-02-03T01:52Z [---] followers, [---] engagements


"@DrewCohenMoney Hey Bill how about we get to 33x EV/EBITDA first"  
[X Link](https://x.com/DiSaaStrr/status/2020491063215943767)  2026-02-08T13:33Z [---] followers, [---] engagements


"@The_AI_Investor $SERV"  
[X Link](https://x.com/DiSaaStrr/status/2020749561665319354)  2026-02-09T06:40Z [---] followers, [---] engagements


"@CCM_Brett Only if you want to lose another 50%. Join me in some $NOW Jan [----] LEAPS instead"  
[X Link](https://x.com/DiSaaStrr/status/2020990544160162206)  2026-02-09T22:37Z [---] followers, [--] engagements


"$DIS is toast. Maybe $NFLX too THIS. This is the reason AI exists 🤣🤣🤣 https://t.co/BsJkN2uEGC THIS. This is the reason AI exists 🤣🤣🤣 https://t.co/BsJkN2uEGC"  
[X Link](https://x.com/DiSaaStrr/status/2021037226176692541)  2026-02-10T01:43Z [---] followers, [---] engagements


"$DASH looks tasty"  
[X Link](https://x.com/DiSaaStrr/status/2021635079882326082)  2026-02-11T17:18Z [---] followers, [--] engagements


"Initiating a position in $NFLX because @terranovajoe dumped it"  
[X Link](https://x.com/DiSaaStrr/status/2021654443201368358)  2026-02-11T18:35Z [---] followers, [--] engagements


"Jefferies on $DASH"  
[X Link](https://x.com/DiSaaStrr/status/2021657517118628229)  2026-02-11T18:48Z [---] followers, [--] engagements


"It may finally be time for David Risher and the $LYFT board to explore a sale while the option still exists"  
[X Link](https://x.com/DiSaaStrr/status/2021718744460931255)  2026-02-11T22:51Z [---] followers, [--] engagements


"$DIS is toast"  
[X Link](https://x.com/DiSaaStrr/status/2021744219178582333)  2026-02-12T00:32Z [---] followers, [--] engagements


"$PLTR market cap now $323 billion $PLTR quarterly revenue: $1.18 billion $PLTR market cap: $492 billion https://t.co/G3l8O6nmZV $PLTR quarterly revenue: $1.18 billion $PLTR market cap: $492 billion https://t.co/G3l8O6nmZV"  
[X Link](https://x.com/DiSaaStrr/status/2021745250507927716)  2026-02-12T00:36Z [---] followers, [--] engagements


"@DrewCohenMoney AI bubble pops = $MSFT goes down AI kills software = $MSFT goes down"  
[X Link](https://x.com/DiSaaStrr/status/2021777847086371214)  2026-02-12T02:46Z [---] followers, [--] engagements


"$FOUR $TOST"  
[X Link](https://x.com/DiSaaStrr/status/2022413423951462588)  2026-02-13T20:51Z [---] followers, [---] engagements


"$CPNG trading at 0.8x NTM EV/Sales or 15x EBITDA. Once they clear this data breach overhang it is going back to $30. BTFD"  
[X Link](https://x.com/DiSaaStrr/status/2022419492761145411)  2026-02-13T21:15Z [---] followers, [--] engagements


"A $600M market cap for a business expected to generate $300M+ in FCF over the next three years Thats $FVRR"  
[X Link](https://x.com/DiSaaSterous/status/2012291730280775709)  2026-01-16T22:31Z [---] followers, [----] engagements


"Did TJ flush his $ENVX or is he still HODLing"  
[X Link](https://x.com/DiSaaSterous/status/2020990131529031825)  2026-02-09T22:36Z [---] followers, [---] engagements


"@CCM_Brett $TYL"  
[X Link](https://x.com/DiSaaSterous/status/2020995508475691340)  2026-02-09T22:57Z [---] followers, [--] engagements


"$MNDY Bulls"  
[X Link](https://x.com/DiSaaSterous/status/2020996939245056511)  2026-02-09T23:03Z [---] followers, [---] engagements


"$MNDY was 9x EV/FCF heading into the print and still dropped 21% on a guide down and decelerating growth. If youre a value investor SaaS isnt the pond to fish in. Move along"  
[X Link](https://x.com/DiSaaSterous/status/2021034534616301817)  2026-02-10T01:32Z [---] followers, [---] engagements


"Claude can rebuild @tylertech from vibes and PDFs. Still cant make mouthwash. Swap $TYL into $PG"  
[X Link](https://x.com/DiSaaSterous/status/2021399527383879686)  2026-02-11T01:42Z [---] followers, [---] engagements


"$FVRR market cap now $500M A $600M market cap for a business expected to generate $300M+ in FCF over the next three years Thats $FVRR. https://t.co/9imJGko3tQ A $600M market cap for a business expected to generate $300M+ in FCF over the next three years Thats $FVRR. https://t.co/9imJGko3tQ"  
[X Link](https://x.com/DiSaaSterous/status/2022022528118796412)  2026-02-12T18:58Z [---] followers, [---] engagements


"@oc_ulus @OrlandoBravoTB Blackstone owned Encore but still acquired $CVT. Under Blackstone Cvent has aggressively acquired smaller competitors and specialized tools to consolidate the market. Why not execute a similar playbook in digital forensics"  
[X Link](https://x.com/DiSaaSterous/status/2022040249459986630)  2026-02-12T20:08Z [---] followers, [--] engagements


"$OPEN good luck shorting this guy and his new Avengers-style executive team"  
[X Link](https://x.com/DiSaaSterous/status/2021040105411182937)  2026-02-10T01:54Z [---] followers, [---] engagements


"$CLBT is a perfect vertical SaaS target for @OrlandoBravoTB. Would $25 per share get a deal done"  
[X Link](https://x.com/Act2Capital/status/2022018636127646215)  2026-02-12T18:43Z [---] followers, [---] engagements


"$SHOP @harleyf on corporate strategy"  
[X Link](https://x.com/Act2Capital/status/2022735004498039016)  2026-02-14T18:09Z [---] followers, [--] engagements


"$TTAN currently valued at 5x NTM sales. It is finally time to strike"  
[X Link](https://x.com/DiSaaSterous/status/2022009619317772694)  2026-02-12T18:07Z [---] followers, [---] engagements


"Isn't this good for $CPNG"  
[X Link](https://x.com/Act2Capital/status/2022733445785620611)  2026-02-14T18:03Z [---] followers, [---] engagements


"$OPEN R&D has entered founder mode. Shipping faster. Winning sooner. @nejatian @shrisha Was just going through our new hires at Opendoor. Since I started and we went in office in SF Seattle Toronto Miami and Tempe 70% of all RnD employees weve hired are ex founders. Was just going through our new hires at Opendoor. Since I started and we went in office in SF Seattle Toronto Miami and Tempe 70% of all RnD employees weve hired are ex founders"  
[X Link](https://x.com/DiSaaSterous/status/2023084590445805840)  2026-02-15T17:18Z [---] followers, [---] engagements


"One by one the #AI Generals are falling $AVGO $ORCL $NVDA $MRVL Cc: @michaeljburry"  
[X Link](https://x.com/DrunkRaccoonCap/status/1999252546708471908)  2025-12-11T22:58Z [---] followers, [---] engagements


"$ADBE execs after reporting Q4 [----] results"  
[X Link](https://x.com/DrunkRaccoonCap/status/1999636551739777173)  2025-12-13T00:24Z [---] followers, [--] engagements


"$TSLA trades at 14.6x EV/Sales $XPEV trades at 1.1x EV/Sales"  
[X Link](https://x.com/Act2Capital/status/1999637037939388781)  2025-12-13T00:26Z [---] followers, [---] engagements


"$XPEV humanoid flexxing"  
[X Link](https://x.com/DrunkRaccoonCap/status/1999851940591878252)  2025-12-13T14:40Z [---] followers, [--] engagements


"@lasse108 $CVX Or more like $KOS"  
[X Link](https://x.com/DrunkRaccoonCap/status/2000300635280023969)  2025-12-14T20:23Z [---] followers, [---] engagements


"@ZaStocks $FLY even better"  
[X Link](https://x.com/DrunkRaccoonCap/status/2000387617704288624)  2025-12-15T02:09Z [---] followers, [---] engagements


"@TrendSpider Now do $FLY"  
[X Link](https://x.com/DrunkRaccoonCap/status/2000389218712096792)  2025-12-15T02:15Z [---] followers, [---] engagements


"$RIVN Act [--] https://youtu.be/MCxNk0f9j8Usi=_69bQazEF1KDSW9J https://youtu.be/MCxNk0f9j8Usi=_69bQazEF1KDSW9J"  
[X Link](https://x.com/Act2Capital/status/2001095347414728917)  2025-12-17T01:01Z [---] followers, [---] engagements


"Buying more $XPEV here at 1.1x EV/Sales. A mirror image Not quite its two IRONs moving as one. ✨ Every moment of perfect harmony holds a touch of miracle that only technology can create. As our engineers say: They may look in sync but syncing two IRONs flawlessly is harder than it seems. $XPEV https://t.co/Q5CqGUy62G A mirror image Not quite its two IRONs moving as one. ✨ Every moment of perfect harmony holds a touch of miracle that only technology can create. As our engineers say: They may look in sync but syncing two IRONs flawlessly is harder than it seems. $XPEV https://t.co/Q5CqGUy62G"  
[X Link](https://x.com/Act2Capital/status/2001373167777112328)  2025-12-17T19:25Z [---] followers, [---] engagements


"@CCM_Brett Maybe swap in $SE for $CPNG"  
[X Link](https://x.com/Act2Capital/status/2001421011346981166)  2025-12-17T22:35Z [---] followers, [---] engagements


"What if $META is the first to achieve AGI"  
[X Link](https://x.com/Act2Capital/status/2001457973403484302)  2025-12-18T01:02Z [---] followers, [--] engagements


"$RIVN December [--] 2025"  
[X Link](https://x.com/Act2Capital/status/2001752786073981124)  2025-12-18T20:33Z [---] followers, [---] engagements


"Violent tax loss selling in $KMB $CWH. Once the sellers are done these two should pop back up"  
[X Link](https://x.com/Act2Capital/status/2003200235364057153)  2025-12-22T20:25Z [---] followers, [---] engagements


"$XPEV has an eVTOL"  
[X Link](https://x.com/Act2Capital/status/2005816997691678762)  2025-12-30T01:43Z [--] followers, [--] engagements


"Deutsche Bank upgrading $SHAK to a Buy"  
[X Link](https://x.com/Act2Capital/status/2008501764333728075)  2026-01-06T11:31Z [--] followers, [--] engagements


"If $VZ is worth less than 25% of SpaceX post-IPO it would be objectively hilarious if @elonmusk just acquired $VZ with SpaceX stock and force-migrated every subscriber to Starlink"  
[X Link](https://x.com/Act2Capital/status/2008560689536004503)  2026-01-06T15:26Z [--] followers, [--] engagements


"Jensen ❤ $SERV"  
[X Link](https://x.com/Act2Capital/status/2008589055005782143)  2026-01-06T17:18Z [--] followers, [--] engagements


"@SFarringtonBKC $RKT"  
[X Link](https://x.com/Act2Capital/status/2009801406291779955)  2026-01-10T01:36Z [---] followers, [--] engagements


"Northland on $SERV"  
[X Link](https://x.com/Act2Capital/status/2010012968264839613)  2026-01-10T15:36Z [---] followers, [---] engagements


"@thexcapitalist Natural gas before nuclear = $AR"  
[X Link](https://x.com/Act2Capital/status/2010024258861445499)  2026-01-10T16:21Z [---] followers, [---] engagements


"@ericjackson $RKT"  
[X Link](https://x.com/Act2Capital/status/2010062665427890460)  2026-01-10T18:54Z [---] followers, [--] engagements


"Simple $OPEN investment thesis: buy 50K homes a year earn a 4-5% margin generate $1B in EBIT market cap moves to $15-20B vs. $7B today. Cc: @CanadaKaz @morganb @lucmatheson @rabois @ericjackson"  
[X Link](https://x.com/Act2Capital/status/2010074621362725235)  2026-01-10T19:41Z [---] followers, 34.1K engagements


"$ENVX CEO hanging with his $GOOG friend at Google XR in LV. Safe to assume @EnovixBatteries powering Android XR glasses"  
[X Link](https://x.com/Act2Capital/status/2010082425469317190)  2026-01-10T20:12Z [---] followers, [----] engagements


"@DeepIceValue $PTLO probably smokes them both. 🚬"  
[X Link](https://x.com/Act2Capital/status/2010121329010462904)  2026-01-10T22:47Z [---] followers, [---] engagements


"@ChudCapital @EnovixBatteries You work for Enovix or Google"  
[X Link](https://x.com/Act2Capital/status/2010530147867496746)  2026-01-12T01:51Z [---] followers, [---] engagements


"It is true. $XPEV has flying cars"  
[X Link](https://x.com/Act2Capital/status/2010719482252329365)  2026-01-12T14:24Z [---] followers, [---] engagements


"@Mr_Derivatives $XPEV +9%"  
[X Link](https://x.com/Act2Capital/status/2010800815645343866)  2026-01-12T19:47Z [---] followers, [--] engagements


"Dear Elliott Investment Management $PEP at a tired 16.5x P/E. Rename it Gatorade Inc. Change the ticker to $GATR. See 20x overnight. Best Act [--] Capital"  
[X Link](https://x.com/Act2Capital/status/2010887455650783569)  2026-01-13T01:31Z [---] followers, [--] engagements


"$S not banned and still open for business in the PRC"  
[X Link](https://x.com/Act2Capital/status/2011427093708501053)  2026-01-14T13:16Z [---] followers, [--] engagements


"Is $NFLX going to bring the thunder on their earnings call or what"  
[X Link](https://x.com/Act2Capital/status/2011448680570827149)  2026-01-14T14:41Z [---] followers, [---] engagements


"Wont $NFLX pop when the $PSKY Ellisons inevitably increase their $WBD offer"  
[X Link](https://x.com/Act2Capital/status/2011497135577911780)  2026-01-14T17:54Z [---] followers, [---] engagements


"If $NFLX keeps bleeding does @reedhastings step in and publicly object to the $WBD deal If he does $NFLX is back over $100 in a hurry"  
[X Link](https://x.com/Act2Capital/status/2011773834635198504)  2026-01-15T12:13Z [---] followers, [---] engagements


"If $XOM is effectively locked out of Venezuela for the foreseeable future does that finally clear the runway for a serious move on $FANG"  
[X Link](https://x.com/Act2Capital/status/2011896271653781606)  2026-01-15T20:20Z [---] followers, [---] engagements


"@CCM_Brett $CLBT because digital forensics on mobile devices is super hard (low AI disruption risk) and they don't utilize a seat-based model. ARR set to accelerate in [----] vs. most SaaS decelerating"  
[X Link](https://x.com/Act2Capital/status/2012166588691022093)  2026-01-16T14:14Z [---] followers, [---] engagements


"@EquityBrian $CLBT"  
[X Link](https://x.com/Act2Capital/status/2012405658277105981)  2026-01-17T06:04Z [---] followers, [---] engagements


"$TSLA investment case: robotaxis + humanoid robots. Trades 14x sales. $MBLY investment case: robotaxis + humanoid robots. Trades 3.5x sales"  
[X Link](https://x.com/Act2Capital/status/2013021538090397942)  2026-01-18T22:51Z [---] followers, [---] engagements


"@DudeWhoInvests Not for $AR"  
[X Link](https://x.com/Act2Capital/status/2013420915833405711)  2026-01-20T01:18Z [---] followers, [--] engagements


"@P_Remarks Kinda crazy that $ASTS is worth 32% more than $TEAM now"  
[X Link](https://x.com/Act2Capital/status/2013827193160307041)  2026-01-21T04:13Z [---] followers, [---] engagements


"It blows my mind that $DOCN is only worth $4.5B today. This company will have a $20B market cap in a few years once hundreds of thousands of AI-native software startups sign contracts for dev tools compute and inferencing capacity"  
[X Link](https://x.com/Act2Capital/status/2014038372143026451)  2026-01-21T18:12Z [---] followers, [--] engagements


"Elon thinks there will be more robots than people. Were gonna need a lot more lithium. $LAC"  
[X Link](https://x.com/Act2Capital/status/2014363307101020360)  2026-01-22T15:43Z [---] followers, [--] engagements


"@DeItaone Gonna need more lithium. $LAC"  
[X Link](https://x.com/Act2Capital/status/2014377216876904598)  2026-01-22T16:38Z [---] followers, [--] engagements


"POTUS message for $INTC CEO Lip Bu Tan:"  
[X Link](https://x.com/Act2Capital/status/2014449197529862553)  2026-01-22T21:24Z [---] followers, [---] engagements


"$DOCN has one of the clearest #AI tailwinds in software. AI-native startups need dev tools compute inference. That funnel runs straight through $DOCN. Doubled already still only trading 16x EBITDA. Feels like a multi-bagger from here"  
[X Link](https://x.com/Act2Capital/status/2015064135864566211)  2026-01-24T14:08Z [---] followers, [---] engagements


"$CPNG: [--] years public -43% from IPO government scrutiny in Korea and now @altcap suing the state. Trades at 1x LTM sales after a full valuation reset. Where does upside come from Valuation alone isnt a catalyst"  
[X Link](https://x.com/Act2Capital/status/2015442135525343631)  2026-01-25T15:10Z [---] followers, [--] engagements


"@spenbaker Why did Ajay decide to leave right as the company is set to takeoff"  
[X Link](https://x.com/Act2Capital/status/2015790425680797933)  2026-01-26T14:14Z [---] followers, [--] engagements


"@spenbaker Ok but then why hire him to begin with"  
[X Link](https://x.com/Act2Capital/status/2015804762260742602)  2026-01-26T15:11Z [---] followers, [--] engagements


"Does @terranovajoe even know how to calculate operating cash flow Better question: Joe - what is the accounting definition of working capital Cc: @HalftimeReport"  
[X Link](https://x.com/Act2Capital/status/2016195428161552836)  2026-01-27T17:03Z [---] followers, [--] engagements


"@SFarringtonBKC Tripled down on $PTLO today. Pray for me"  
[X Link](https://x.com/Act2Capital/status/2009667676919284105)  2026-01-09T16:44Z [---] followers, [---] engagements


"$CPNG Operating Tenets"  
[X Link](https://x.com/Act2Capital/status/2016350692357685479)  2026-01-28T03:20Z [---] followers, [---] engagements


"Kevin Warsh is a $CPNG Board Director https://ir.aboutcoupang.com/governance/board-of-directors/default.aspx https://ir.aboutcoupang.com/governance/board-of-directors/default.aspx"  
[X Link](https://x.com/Act2Capital/status/2017191995144327303)  2026-01-30T11:03Z [---] followers, [--] engagements


"Is it me or is $DIS the worst stock ever This stock will still be $110 in 2030"  
[X Link](https://x.com/Act2Capital/status/2018322842094333956)  2026-02-02T13:57Z [---] followers, [--] engagements


"Is $PTLO a rotten hot dog or is it about to be taken private for $10"  
[X Link](https://x.com/Act2Capital/status/2009737411979358250)  2026-01-09T21:21Z [---] followers, [---] engagements


"Can anyone help me understand why $FVRR deserves to trade at 3.5x EBITDA"  
[X Link](https://x.com/Act2Capital/status/2009801732851937723)  2026-01-10T01:37Z [---] followers, [---] engagements


"The eVTOL trade no one is watching: $BETA. Better risk/reward than $JOBY $ACHR $EH"  
[X Link](https://x.com/Act2Capital/status/2010350553453285716)  2026-01-11T13:58Z [---] followers, [----] engagements


"@KobeissiLetter Good for $CPNG"  
[X Link](https://x.com/Act2Capital/status/2017215498832773611)  2026-01-30T12:37Z [---] followers, [--] engagements


"@DudeWhoInvests @gainify_io Please wake me up at 15x. Recall $MSFT traded below 10x before Azure took off"  
[X Link](https://x.com/Act2Capital/status/2018026873956049343)  2026-02-01T18:21Z [---] followers, [---] engagements


"@Couch_Investor $S"  
[X Link](https://x.com/Act2Capital/status/2018034052175974902)  2026-02-01T18:49Z [---] followers, [---] engagements


"$AVGO Hock should buy $SNPS. Havent been able to stop thinking about this all day"  
[X Link](https://x.com/Act2Capital/status/2018825456053543300)  2026-02-03T23:14Z [---] followers, [--] engagements


"$KOPN is a forgotten small-cap that could be one of the biggest beneficiaries of ramping defense budgets. 100% upside to Christians $6 PT"  
[X Link](https://x.com/DiSaaSterous/status/2010515501995192644)  2026-01-12T00:53Z [---] followers, [----] engagements


"RT @ConnorJBates_: Software"  
[X Link](https://x.com/DiSaaSterous/status/2012290755448934429)  2026-01-16T22:27Z [---] followers, [---] engagements


"Deutsche Bank on $CLBT"  
[X Link](https://x.com/DiSaaSterous/status/2014193849015378264)  2026-01-22T04:30Z [---] followers, [----] engagements


"$PG might grow faster than $MBLY in [----]. This is what happens when you have a partially engaged CEO (see @MenteeBot) and a lazy majority owner (@intel). $SMH is up 50% over the past year $MBLY is down 36%. 👏 👏 Cc: @agnostoxxx"  
[X Link](https://x.com/DiSaaSterous/status/2014311573464944897)  2026-01-22T12:17Z [---] followers, [---] engagements


"RT @MartinShkreli: i would NOT be short $OPEN for the long haul good management will do the trick"  
[X Link](https://x.com/DiSaaSterous/status/2018445908086800491)  2026-02-02T22:06Z [---] followers, [--] engagements

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