# ![@DivinelyLevered Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1990550113908043776.png) @DivinelyLevered Fungible Friar

Fungible Friar posts on X about ai, $duol, investment, business the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1990550113908043776/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1990550113908043776/c:line/m:interactions.svg)

- [--] Week [------] +0.60%
- [--] Month [------] +140%

### Mentions: [--] [#](/creator/twitter::1990550113908043776/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1990550113908043776/c:line/m:posts_active.svg)

- [--] Week [--] +43%
- [--] Month [--] +197%

### Followers: [--] [#](/creator/twitter::1990550113908043776/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1990550113908043776/c:line/m:followers.svg)

- [--] Week [--] +31%
- [--] Month [--] +79%

### CreatorRank: [---------] [#](/creator/twitter::1990550113908043776/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1990550113908043776/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  45.83% [finance](/list/finance)  30.21% [technology brands](/list/technology-brands)  20.83% [cryptocurrencies](/list/cryptocurrencies)  5.21% [countries](/list/countries)  1.04% [social networks](/list/social-networks)  1.04% [currencies](/list/currencies)  1.04%

**Social topic influence**
[ai](/topic/ai) 26.04%, [$duol](/topic/$duol) 9.38%, [investment](/topic/investment) 8.33%, [business](/topic/business) 7.29%, [if you](/topic/if-you) 7.29%, [$msft](/topic/$msft) 6.25%, [software](/topic/software) #1490, [in the](/topic/in-the) 5.21%, [$nvda](/topic/$nvda) 5.21%, [$gtlb](/topic/$gtlb) 5.21%

**Top accounts mentioned or mentioned by**
[@dalibali2](/creator/undefined) [@evrgn11112231](/creator/undefined) [@jerrycap](/creator/undefined) [@buccocapital](/creator/undefined) [@realbeefstewart](/creator/undefined) [@hedgeyecomm](/creator/undefined) [@richyang1](/creator/undefined) [@midnightcaptl](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@premarks](/creator/undefined) [@yummycenturyegg](/creator/undefined) [@pepiteseurope](/creator/undefined) [@smallmidcaps](/creator/undefined) [@stockthoughts81](/creator/undefined) [@theaiinvestor](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@capitalobserver](/creator/undefined) [@gobirds555](/creator/undefined) [@iainmartin](/creator/undefined) [@jettyjittyjit](/creator/undefined)

**Top assets mentioned**
[Duolingo, Inc.  (DUOL)](/topic/$duol) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [GitLab Inc. (GTLB)](/topic/$gtlb) [Charter Communications Inc (CHTR)](/topic/$chtr) [Acadia Healthcare Company, Inc. (ACHC)](/topic/$achc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [AMN Healthcare Services (AMN)](/topic/$amn) [PACS Group, Inc. (PACS)](/topic/$pacs) [Moody's Corporation (MCO)](/topic/$mco) [S&P Global Inc (SPGI)](/topic/$spgi) [Workday Inc (WDAY)](/topic/$wday) [Coconut Chicken (CCC)](/topic/$ccc) [MaxCyte, Inc. (MXCT)](/topic/$mxct) [Global Payments Inc (GPN)](/topic/$gpn) [Fiserv Inc (FISV)](/topic/$fisv) [Lam Research Corporation (LRCX)](/topic/$lrcx) [KLA Corp (KLAC)](/topic/$klac) [Delek US Holdings, Inc. (DK)](/topic/$dk) [8B (8B)](/topic/$8b) [Maravai LifeSciences Holdings, Inc.  (MRVI)](/topic/$mrvi) [Toast, Inc. (TOST)](/topic/$tost) [4 (FOUR)](/topic/$four) [Avantor, Inc. (AVTR)](/topic/$avtr) [AppLovin Corporation (APP)](/topic/$app)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I am sorry I do not follow the logic. Because humans are addicted to porn and unable to effectively court and marry other humans means $MCO $SPGI is a zero The value of the credit rating agencies is their brand recognition and highly embedded position in the financial infrastructure of the U.S. I am happy to hear arguments about how the non-rating parts of the business (MA) will die to AI. But AI girlfriend = credit rating dead is a reach https://twitter.com/i/web/status/2021329082001260661 https://twitter.com/i/web/status/2021329082001260661"  
[X Link](https://x.com/DivinelyLevered/status/2021329082001260661)  2026-02-10T21:03Z [--] followers, [---] engagements


"@joinyellowbrick Yes I think that is why people believe bundled platform solutions will survive and legacy point solutions will fail. At least thats what the $MSFT bulls believe. I really have no idea"  
[X Link](https://x.com/DivinelyLevered/status/2020301355462848538)  2026-02-08T00:59Z [--] followers, [--] engagements


"@CapitalObserver In $CHTR case I don't think the price actions over the last [--] months is insane. People were worried the levered equity was going to see EBITDA declines in FY26 and Q4 results were decent reducing market fears. This is how a levered equity stub with significant competition trades"  
[X Link](https://x.com/DivinelyLevered/status/2021646780346380732)  2026-02-11T18:05Z [--] followers, [---] engagements


"@dalibali2 @GoBirds555 If $WDAY trades at 14x EPS (3.5x rev) what do you think Rippling should be priced at Cant imagine its still $16.8bn (30x rev) Or maybe Rippling has successfully rebranded as AI native"  
[X Link](https://x.com/DivinelyLevered/status/2021654296459407693)  2026-02-11T18:35Z [--] followers, [---] engagements


"@dalibali2 $CCC - 10x"  
[X Link](https://x.com/DivinelyLevered/status/2021706631424409731)  2026-02-11T22:03Z [--] followers, [---] engagements


"Wait so all my shitco software stocks are a zero from AI. and all my financial infrastructure stocks are a zero from AI. but my $NVDA is down 3%"  
[X Link](https://x.com/anyuser/status/2018750404813840780)  2026-02-03T18:16Z [--] followers, [---] engagements


"Not to sound highly skeptical of this valuation but. I'm pretty sure the $190MM is contracted ARR. Lets assume $500MM of cARR for FY26 with 50% conversion to revenue that means they will do $250MM of revenue. At 44x revenue you have a believe in a hell of whitespace if you are buying this with active knowledge that Anthropic / OpenAI will also be competing with you. If you believe that AI will make writing software significantly easier there is NOTHING proprietary about Harvey. Its a software wrapper that sits on OpenAI/Claude/Gemini. Competition will come for them just like all the public"  
[X Link](https://x.com/anyuser/status/2020986584565440640)  2026-02-09T22:22Z [--] followers, [--] engagements


"If a genie gave me a wish to own any private company in the world today it would be Lego - AI proof spreader of joy and happiness at a ridiculous price The second would be Patek the third would be Koenigsegg The Danish foreign minister went to Egypt and gifted a LEGO set of the Great Pyramids to the Egyptian foreign minister. The look of pure joy on the Egyptian minister's face. https://t.co/zcLkiglF7u The Danish foreign minister went to Egypt and gifted a LEGO set of the Great Pyramids to the Egyptian foreign minister. The look of pure joy on the Egyptian minister's face."  
[X Link](https://x.com/anyuser/status/2021311824583372951)  2026-02-10T19:54Z [--] followers, [--] engagements


"Me proudly coming home to my wife showing off the useless software shitco I bought (proceeds to lose 40% of its value) https://t.co/4auxMU0q0N https://t.co/4auxMU0q0N"  
[X Link](https://x.com/anyuser/status/2021844762966569023)  2026-02-12T07:12Z [--] followers, [--] engagements


"@Jettyjittyjit I agree $ACHC has a moat not sure its stronger than MOH / AMN. Comparing EBITDA to MC not insightful While the capex reduction is + my point it that it isnt that cheap. In [----] it may not generate FCF. If EBITDA gr negative in [--] stock will get hammered"  
[X Link](https://x.com/DivinelyLevered/status/2005494392375959714)  2025-12-29T04:21Z [--] followers, [---] engagements


"@TipsyPandaJ When did you buy $MRVI It really hasnt done terrible post Feb. Was $MRVI a bad investment or was timing wrong Catching a falling knife can be brutal but idk if the market has learned anything that points to a significantly different view on what it could be worth in [--] yrs"  
[X Link](https://x.com/DivinelyLevered/status/2006587468267794936)  2026-01-01T04:45Z [--] followers, [--] engagements


"@peter_mantas / @RealBeefStewart Interesting to read your thoughts on $MXCT. A couple questions: 1) I love buying at negative EV I am just wondering if there is a reasonable timeline you forecast for this business to return to growth / profitability. How do you think about that especially if the biotech funding remains depressed CY24/25 was pretty depressing cost control for negative rev growth. 2) this is extension of question [--] but whats your thought on sbc Its nice its a non-cash expense because it saves you on burn but it is egregious to have sbc at 33% of revenue when your stock is at"  
[X Link](https://x.com/DivinelyLevered/status/2016215750814704001)  2026-01-27T18:24Z [--] followers, [---] engagements


"Enjoyed reading your writing about this. How do you position size something like this without a catalyst There is zero interest in the market for cannabis today which makes this a long duration investment. However many people capitulate after years of nothing. Opportunity cost feels to great. Biggest risk for any investor is capitulating right before the diamonds. Another when you have this much conviction in the long term what would have to happen that would make you reevaluate Sometimes burying your head in the sand is a good thing other times not so much"  
[X Link](https://x.com/DivinelyLevered/status/2017331865506795934)  2026-01-30T20:19Z [--] followers, [---] engagements


"@dalibali2 $PLTR is the other side of the coin. Would be pretty awesome to have a cult following that blessed you with an unlimited valuation. Its honestly better than being Databricks or Stripe"  
[X Link](https://x.com/DivinelyLevered/status/2018437944697315671)  2026-02-02T21:34Z [--] followers, [----] engagements


"@evrgn11112231 Don't you dare lump $CHTR in with SaaS 😂😂 $CHTR went up on earnings. All I've seen in SaaS land is death"  
[X Link](https://x.com/DivinelyLevered/status/2018488131058823500)  2026-02-03T00:54Z [--] followers, [--] engagements


"@Carflos223Matos @dalibali2 Obviously $TOST is the better business but its valued like that. Based on my limited understanding of payments its a ton of brain damage to discern between these beaten down dogs. Just buy a basket if you are too lazy to turn over all the rocks. $FOUR $GPN $FISV $TOST"  
[X Link](https://x.com/DivinelyLevered/status/2018859428678971699)  2026-02-04T01:29Z [--] followers, [---] engagements


"@HedgeyeComm @P_Remarks lol good thing $AMN is not trading at 100x earnings. None of us are smart enough to know what will what happens in [--] months lets alone [---] years. Who knows your great grandkids might pay a premium for a human nurse placed by the great $AMN healthcare empire"  
[X Link](https://x.com/DivinelyLevered/status/2018951170870612167)  2026-02-04T07:34Z [--] followers, [---] engagements


"$MXCT is definitely interesting. Trading below cash with a real product that will work and benefit from a growth in the biotech ecosystem. I'm not smart enough to understand the technological nuances vs. others but I don't think you need to at these prices. If you have any type of LT horizon you will multibag from here ***IF*** (BIG IF) management responds to what the market is telling them and controls cost / burn and drives efficient growth. Bought some in January haven't wanted to buy any more because every day I get the chance to buy it at an even better discount -48% YTD is incredible."  
[X Link](https://x.com/DivinelyLevered/status/2019538875723706738)  2026-02-05T22:29Z [--] followers, [---] engagements


"@evrgn11112231 @joinyellowbrick Distribution goes from headwind to tailwind"  
[X Link](https://x.com/DivinelyLevered/status/2020180879298158819)  2026-02-07T17:00Z [--] followers, [--] engagements


"@JerryCap I honestly would feel better owning stripe in the AI disruption paradigm than most of my SaaS shitcos Just dont know how disconnected their value expectations are"  
[X Link](https://x.com/DivinelyLevered/status/2020181548138717275)  2026-02-07T17:03Z [--] followers, [----] engagements


"@TihoBrkan I actually think the quality compounder funds would perform better than you think in a bear market (ie they would go down less driving outperformance). They are getting shit pumped by $PLTR and a handful of highly cyclical semis stocks that will have a 70% drawdown"  
[X Link](https://x.com/DivinelyLevered/status/2020252089608466488)  2026-02-07T21:43Z [--] followers, [----] engagements


"@EquityBrian @compound248 Why is Adyen a better business"  
[X Link](https://x.com/DivinelyLevered/status/2021094873693311260)  2026-02-10T05:32Z [--] followers, [--] engagements


"@JerryCap Isnt this actually bullish for you You complain the public markets are incorrectly valuing the durability and growth of payments businesses and beg for rerate. Isnt this a solid proof point You want the fastest growing organic payments platform at scale to get a premium"  
[X Link](https://x.com/DivinelyLevered/status/2021115568582189365)  2026-02-10T06:54Z [--] followers, [--] engagements


"FWIW I think the correct answer is somewhere in the middle for public and private payment valuations. However outside of the literal semiconductor supply chain I think Stripe is one of the very best positioned beneficiaries of AI boom. John and Patrick are machines and are embedded across every fast growth AI start up. Their brand is impeccable. https://twitter.com/i/web/status/2021116374329045084 https://twitter.com/i/web/status/2021116374329045084"  
[X Link](https://x.com/DivinelyLevered/status/2021116374329045084)  2026-02-10T06:57Z [--] followers, [--] engagements


"Ususally the month+ before earnings is quiet period (eg can't schedule a call with IR) because they have the quarterly results and can't disclose stuff until they are released. Thats why buybacks get announced and start rolling for a lot of companies post earnings call because that when they are allowed to buy. https://twitter.com/i/web/status/2021314212732297611 https://twitter.com/i/web/status/2021314212732297611"  
[X Link](https://x.com/DivinelyLevered/status/2021314212732297611)  2026-02-10T20:03Z [--] followers, [--] engagements


"I am still talking about Q4. The preliminary results were released Jan [--] but the earnings call and full results will come out in March. Maybe I am wrong and they are not under quiet period now but I would assume management is not saying anything revelatory until that call happens. https://twitter.com/i/web/status/2021330175158579410 https://twitter.com/i/web/status/2021330175158579410"  
[X Link](https://x.com/DivinelyLevered/status/2021330175158579410)  2026-02-10T21:07Z [--] followers, [--] engagements


"@richyang1 @yummyCenturyEgg The cost of a rating is de minimis. On what planet do I want to securitize a loan that was rated by itself. I mean I'm sure Enron would love that outcome but the financial infrastructure needs an unbiased trusted 3P rating agency"  
[X Link](https://x.com/DivinelyLevered/status/2021343261919740119)  2026-02-10T21:59Z [--] followers, [--] engagements


"@pepiteseurope @richyang1 @yummyCenturyEgg If anything [----] proves my point. The system is so dependent on $MCO $SPGI that even when they were awful actors the ecosystem did not pivot away from them. They are core to all US financial infrastructure"  
[X Link](https://x.com/DivinelyLevered/status/2021357470485266917)  2026-02-10T22:55Z [--] followers, [--] engagements


"@MarceloLima Wired headphones Thoma is ngmi"  
[X Link](https://x.com/DivinelyLevered/status/2021736655632420924)  2026-02-12T00:02Z [--] followers, [----] engagements


"Anywhere I can read your thesis I know nothing about chemicals other than the fact that they are at a cyclical bottom. Wondering if the thesis for Sasol specifically is a rerate to comps multiples or if there is something unique that drives above market growth / value creation for them. Otherwise I feel like just owning a basket is less of a headache https://twitter.com/i/web/status/2021832994076733956 https://twitter.com/i/web/status/2021832994076733956"  
[X Link](https://x.com/DivinelyLevered/status/2021832994076733956)  2026-02-12T06:25Z [--] followers, [--] engagements


"@CoorsLightCEO Incredible quarter zip. If this man can build AI as well as he can evade taxes Vista will be okay"  
[X Link](https://x.com/DivinelyLevered/status/2021833519744647526)  2026-02-12T06:27Z [--] followers, [---] engagements


"100% acknowledge $AVTR is a shitco that is not real bioprocessing but. Is there a price or a setup that would actually make you constructive on the name I think it trades at a discount to many industrials and doesnt have the AI disruption stench but maybe Im dumb This thing has only been on a one way trip to zero https://twitter.com/i/web/status/2021846677532160462 https://twitter.com/i/web/status/2021846677532160462"  
[X Link](https://x.com/DivinelyLevered/status/2021846677532160462)  2026-02-12T07:19Z [--] followers, [--] engagements


"@buccocapital Wrong AI is going to replace every single white collar job in the next 12-18 months. Doesn't matter about talent anymore + no more SBC"  
[X Link](https://x.com/DivinelyLevered/status/2022084660298465506)  2026-02-12T23:05Z [--] followers, [---] engagements


"@DimitryNakhla One has strong secular tailwinds that will compound earnings at a ridiculous rate the other is a software shitco that will die to AI"  
[X Link](https://x.com/DivinelyLevered/status/2022085378224885905)  2026-02-12T23:08Z [--] followers, [--] engagements


"@buccocapital This can cut both ways - doesnt necessarily mean Stripe is overpriced the public markets could just bet getting it wrong"  
[X Link](https://x.com/DivinelyLevered/status/2022115685032489304)  2026-02-13T01:08Z [--] followers, [----] engagements


"@smallmidcaps @buccocapital True but also both could be wrong. Everyone everywhere is likely very stupid"  
[X Link](https://x.com/DivinelyLevered/status/2022118591169277980)  2026-02-13T01:20Z [--] followers, [---] engagements


"@accrued_int Counterpoint - the capex investment is the moat especially in this new paradigm that all software will be consumed by AI. At the end of the day the most important metrics that will drive $APP success is the durability of the business model and its growth"  
[X Link](https://x.com/DivinelyLevered/status/2022119267408474564)  2026-02-13T01:22Z [--] followers, [---] engagements


"Agree fintech is competitive. Payments are ultimately a commodity. Why is Stripe AI loser If there is one payment company I had to bet on to be an AI winner its Stripe. Stripe is not raising the money to fund operations. Its FCF positive. Its raising money to do secondaries and buy employee equity. https://twitter.com/i/web/status/2022143153634242833 https://twitter.com/i/web/status/2022143153634242833"  
[X Link](https://x.com/DivinelyLevered/status/2022143153634242833)  2026-02-13T02:57Z [--] followers, [--] engagements


"Wait $GTLB not dead"  
[X Link](https://x.com/anyuser/status/2014453822341644709)  2026-01-22T21:43Z [--] followers, [----] engagements


"Are slop bowls an AI winner I thought that if there was no more SaaS there wouldnt be any more overpaid product managers hungry at lunch $SG"  
[X Link](https://x.com/anyuser/status/2019070108803432879)  2026-02-04T15:26Z [--] followers, [---] engagements


"RT @patrick_oshag: Still interesting"  
[X Link](https://x.com/DivinelyLevered/status/2019306873770684453)  2026-02-05T07:07Z [--] followers, [--] engagements


"I might need to sell my shares tomorrow $DUOL today's the day did you learn Spanish time to cram https://t.co/cpvRN9HkrB today's the day did you learn Spanish time to cram https://t.co/cpvRN9HkrB"  
[X Link](https://x.com/anyuser/status/2020692833817239909)  2026-02-09T02:54Z [--] followers, [---] engagements


"So someone explain this to me a video game software company $U missed expectations so now my niche vertical software companies all need to puke their guts out"  
[X Link](https://x.com/anyuser/status/2021613390884716613)  2026-02-11T15:52Z [--] followers, [---] engagements


"When software recovers I wont scream from the rooftops that Im a genius but there will be signs https://t.co/UrNkenqRni https://t.co/UrNkenqRni"  
[X Link](https://x.com/DivinelyLevered/status/2021831577068876269)  2026-02-12T06:19Z [--] followers, [--] engagements


"@Jack_Raines Growth firms cant raise money from LPs telling them they are investing in $GPN and $FISV. To charge 2/20 today you need to advertise unique access to selective privates like Stripe haha"  
[X Link](https://x.com/DivinelyLevered/status/2022167709979734294)  2026-02-13T04:35Z [--] followers, [---] engagements


"$PACS (2/3) +If the major concerns are settled the LT thesis should hold: PACS is a top [--] SNF operator in a fragmented industry w/ a long runway for accretive M&A +Unfortunately concerns are not settled. There is an ongoing Medicare fraud probe. Distracted CEO is still there"  
[X Link](https://x.com/DivinelyLevered/status/2005149061373198556)  2025-12-28T05:29Z [--] followers, [--] engagements


"$PACS (3/3) +I'm not anti - I bought $PACS sub-$10 but todays price feels disconnected from reality +Theres still material hair yet $PACS trades at 20x EBITDA on par with best-in-class peer $ENSG +I would feel much better with a new CEO +GL longs I will see you in the $20s"  
[X Link](https://x.com/DivinelyLevered/status/2005149064191770826)  2025-12-28T05:29Z [--] followers, [---] engagements


"@UESgolf Some of these are vacation destinations not suburbs (e.g. Monterey North Shore) Dallas B at best North San Diego (Del Mar Encinitas Carlsbad) is S tier. Should probably bump Orange County to S tier too"  
[X Link](https://x.com/DivinelyLevered/status/2005800325022888228)  2025-12-30T00:37Z [--] followers, [---] engagements


"@Sammydougs @potassium_phd Why do you think $LODE trades where it does today despite the compelling solar recycling story Is it: - skepticism on plant execution - skepticism on silver prices - uncertainty on competitive landscape / new solar recycling supply - other"  
[X Link](https://x.com/DivinelyLevered/status/2006157105263194387)  2025-12-31T00:15Z [--] followers, [---] engagements


"@evrgn11112231 @stockthoughts81 @Midnight_Captl @The_AI_Investor Thanks for sharing. Very interesting. I think one area I differ is on your interpretation that its growth capex for $META When I hear Zuck talk about it it feels defensive in nature and core to building the moat. Feels like he views owning an LLM as essential vs discretionary"  
[X Link](https://x.com/DivinelyLevered/status/2006939337804624169)  2026-01-02T04:03Z [--] followers, [---] engagements


"@stockthoughts81 @evrgn11112231 @Midnight_Captl @The_AI_Investor I dont even know if management could give you a breakdown of these two buckets. Hard to allocate Hyperion spend when it probably will help both. My concern for [----] is that Zuck makes the LT investment but ST rev growth doesnt materialize and profit growth pukes"  
[X Link](https://x.com/DivinelyLevered/status/2006943710110695426)  2026-01-02T04:20Z [--] followers, [---] engagements


"@Divergent7651 I am not sure abut (1). EBITDA could decline if cost control is weak (higher marketing and customer support spend) and net adds continue to be very weak (negative due to fiber and FWB). If that occurs you will not see (2) occur. A levered equity stub has torque both ways $CHTR"  
[X Link](https://x.com/DivinelyLevered/status/2007996445191033104)  2026-01-05T02:03Z [--] followers, [---] engagements


"The most fascinating stock of [----] is $DUOL It ridiculed stock across midwit fintwit while some of the most "smooth brain" fans evangelize it to no end On the flip side the gigabrains at Dragoneer own it as their largest public position and their cost base is in the 300s (1/x)"  
[X Link](https://x.com/DivinelyLevered/status/2009467775929225270)  2026-01-09T03:30Z [--] followers, [----] engagements


"$DUOL is a freemium learning app that offers gamified lessons. It monetizes via premium subscriptions. Over the last [--] years revenue 6x'ed and the stock price followed it up until May. The wheels came off when growth slowed. That cant happen when you trade at 20x rev 2/x"  
[X Link](https://x.com/DivinelyLevered/status/2009467778307379566)  2026-01-09T03:30Z [--] followers, [---] engagements


"Today ($170s) the baby was probably thrown out with the bath water. Consensus has DUOL growing topline low 20s next year while it trades at 5.5x rev. Unfortunately the bull / bear debates are the same garbage that permeates SaaS. A bunch of unknowable s on AI / biz durability"  
[X Link](https://x.com/DivinelyLevered/status/2009467779867709763)  2026-01-09T03:30Z [--] followers, [---] engagements


"Bear case: +Easy growth fading as viral social media loses punch; growth shifts to lower-GDP decoupling users from bookings +Max features are niche; free AI caps pricing power Pivot to growth first masks weakening monetization risking [----] +Real time translation kills biz"  
[X Link](https://x.com/DivinelyLevered/status/2009467781453090882)  2026-01-09T03:30Z [--] followers, [---] engagements


"Bull case: +Massive TAM of 2Bn language learners. Low user acquisition (word of mouth freemium) +Multiple levers for LTV expansion by driving premium tier penetration +GenAI will scale content creation to expand to new verticals (eg chess) +AI will increase user engagement"  
[X Link](https://x.com/DivinelyLevered/status/2009467782946263040)  2026-01-09T03:30Z [--] followers, [---] engagements


"I like the bull case b/c a habituated group of users (135MM MAUs) is moat. Users and all the data associated is essential for fine tuning any strong algorithm $DUOL is in pole position to be the best builder of AI language learning games in the world People love dopamine hits"  
[X Link](https://x.com/DivinelyLevered/status/2009467784510742911)  2026-01-09T03:30Z [--] followers, [---] engagements


"My investing philosophy here is "optimism works best when paired with time" No idea if [----] is THE year for $DUOL but I think they will have a similar arc to $GOOG - go from being an AI loser to winner as people start to wake up and growth stabilizes / inflects Green bird fun"  
[X Link](https://x.com/DivinelyLevered/status/2009467785932624343)  2026-01-09T03:30Z [--] followers, [---] engagements


"@Midnight_Captl Mgmt said the path to $500Bn in clear"  
[X Link](https://x.com/DivinelyLevered/status/2009806555320070565)  2026-01-10T01:56Z [--] followers, [---] engagements


"@rubicon59 Totally agree with you. Green bird fun https://x.com/DivinelyLevered/status/2009467775929225270s=20 The most fascinating stock of [----] is $DUOL It ridiculed stock across midwit fintwit while some of the most "smooth brain" fans evangelize it to no end On the flip side the gigabrains at Dragoneer own it as their largest public position and their cost base is in the 300s (1/x) https://t.co/vHJJy5LjEh https://x.com/DivinelyLevered/status/2009467775929225270s=20 The most fascinating stock of [----] is $DUOL It ridiculed stock across midwit fintwit while some of the most "smooth brain""  
[X Link](https://x.com/DivinelyLevered/status/2009807510426046512)  2026-01-10T02:00Z [--] followers, [--] engagements


"Software sentiment is bleak Talk to software PE (Vista Thoma Francisco) if $GTLB is not worth 5x revenue their portfolios are screwed. The whole lot of them are going to no be able to IPO their shitcos $GTLB is a [--] of [--] asset that is a toll taker on developer budget growth"  
[X Link](https://x.com/DivinelyLevered/status/2011135835585003742)  2026-01-13T17:58Z [--] followers, [----] engagements


"People are shocked $MSFT isn't a genius first mover innovator MSFT lives to copy. $ZM Slack even freaking surface haha. Claude Cowork will be an incredible product then they will run into the sales marketing and distribution monster of MSFT. Everything is going to plan Claude Cowork is what Copilot should have been. Evidently built in [--] days with Claude Code while Microsoft has been working on Copilot for years. Claude Cowork is what Copilot should have been. Evidently built in [--] days with Claude Code while Microsoft has been working on Copilot for years"  
[X Link](https://x.com/DivinelyLevered/status/2011488205024174174)  2026-01-14T17:18Z [--] followers, [---] engagements


"News flash no [----] LBO vintage wrote about AI risk in their IC memos. I sat through mgmt meeting and AI didnt come up once. Instead they are hiring AI operating partners and praying they dont go to zero. On the new investment side there is a ton of dry powder but few"  
[X Link](https://x.com/DivinelyLevered/status/2011888938936647834)  2026-01-15T19:51Z [--] followers, [--] engagements


"partners wants to stick their neck out. Sure you will look like a genius if you buy $GTLB today (pencils to incredible IRR) and it works out but that is not worth the tail risk of nuking your Thoma seat (burned [--] years to get). Little Johnnys tuition at Town is expensive"  
[X Link](https://x.com/DivinelyLevered/status/2011888957806756139)  2026-01-15T19:51Z [--] followers, [---] engagements


"This chart is an investment thesis all unto itself. As much as people want $NVDA's wheels to fall off in [----] it won't happen-revenue secured If you are a buyer on accelerating WFE through [----] $LRCX $ASML $KLAC you are obligated to own $NVDA in your PA. Don't think buy"  
[X Link](https://x.com/anyuser/status/2014165962916847785)  2026-01-22T02:39Z [--] followers, [---] engagements


"@AggieCapitalist If good ole Orlando is so bullish drop a public bid for $GTLB tomorrow plz https://x.com/DivinelyLevered/status/2011888931172962810s=20 One reason SaaS land is so tough is because PE funds are in a wait and see mode. They are spending significant time on their portfolios trying to convince LPs that their current investments are well positioned to be AI winners. (1/x) https://x.com/DivinelyLevered/status/2011888931172962810s=20 One reason SaaS land is so tough is because PE funds are in a wait and see mode. They are spending significant time on their portfolios trying to"  
[X Link](https://x.com/DivinelyLevered/status/2014169038490890363)  2026-01-22T02:51Z [--] followers, [---] engagements


"@dalibali2 Can I interest you in 40% Azure growth"  
[X Link](https://x.com/DivinelyLevered/status/2015189750249087407)  2026-01-24T22:27Z [--] followers, [---] engagements


"One reason SaaS land is so tough is because PE funds are in a wait and see mode. They are spending significant time on their portfolios trying to convince LPs that their current investments are well positioned to be AI winners. (1/x)"  
[X Link](https://x.com/DivinelyLevered/status/2011888931172962810)  2026-01-15T19:51Z [--] followers, [---] engagements


"This is the opportunity for rubes like me. I can allocate a reasonable portion of my portfolio to shitco SaaS without risk anything more than that capital. I am then paid to wait for sunnier days when the rest of the market pays up significantly in a more certain environment"  
[X Link](https://x.com/anyuser/status/2011888991155732491)  2026-01-15T19:51Z [--] followers, [--] engagements


"In the wasteland that is healthcare services why does anyone get excited about $ACHC Smart value investors own this trash - awful mgmt patient abuse levered equity stub. Only redeeming quality is takeout upside. There have to be better healthcare value traps. [--] ideas below:"  
[X Link](https://x.com/DivinelyLevered/status/2005149051222925452)  2025-12-28T05:29Z [--] followers, [---] engagements


"#1) $MOH + Similar EBITDA mult to ACHC (6x FY25) + Similar growth rate (MSD top line with limited mgn expansion) + Net-cash bs + While MOH faces pressure from costs outpacing rates its best-in-class cost structure keeps it profitable + When rates reprice MOH will print"  
[X Link](https://x.com/DivinelyLevered/status/2005149053852828023)  2025-12-28T05:29Z [--] followers, [---] engagements


"#2) $AMN + 6x FY25 EBITDA + Leader in healthcare staffing. Mgmt is way better than AHCH + Currently cyclical headwinds NOT secular. Temp demand will go up eventually. + Reversion to historical LDD EBIT margin over LT. Question of WHEN not IF +Duration beyond 1Q is the edge"  
[X Link](https://x.com/DivinelyLevered/status/2005149056369099176)  2025-12-28T05:29Z [--] followers, [---] engagements


"While I criticize $ACHC $PACS at $38 is dumber and someone with balls should short it (1/3) +IPO Apr '24 +Stock imploded after Nov '24 short report leading to gov investigations and delayed filings +Things stabilized in Nov '25 with financial restatement (solid EBITDA growth)"  
[X Link](https://x.com/DivinelyLevered/status/2005149058869198930)  2025-12-28T05:29Z [--] followers, [---] engagements


"@ACapitalLP I like $DK bought in the teens sold at $33. The question I harken back to is what is a fair conglomerate discount while DKL is consolidated. I dont really know which makes me only want to buy when the stock is super dislocated. Probably would get excited closer to $20"  
[X Link](https://x.com/DivinelyLevered/status/2006161843996278961)  2025-12-31T00:33Z [--] followers, [---] engagements


"@JerryCap $TDG if you bought at $1600 based on Kevins bullish commentary just to get rug pulled the next quarter"  
[X Link](https://x.com/DivinelyLevered/status/2006405217345241242)  2025-12-31T16:40Z [--] followers, [---] engagements


"@oguzerkan It is not clear or obvious that $TDD will have a business in [----] hence the only 8x multiple on [----] earnings. The ecosystem is changing and TDD doesnt feel like they are in control of their destiny. Investors thing this is cheap based on historical prices not future outlook"  
[X Link](https://x.com/DivinelyLevered/status/2012744657134899700)  2026-01-18T04:31Z [--] followers, [---] engagements


"@valuations_ $NVDA $APPF $DUOL $DK $MSFT $CCC"  
[X Link](https://x.com/DivinelyLevered/status/2014171882119909837)  2026-01-22T03:02Z [--] followers, [---] engagements


"$NVDA sits in a weird place. It 100% needs OAI success for next [--] month growth but is not perceived as quite as large a loser as ORCL. However it is also 100% out of favor. Everyone on the buyside is underweight despite the clear math that shows its a cheap price today. Long $NVDA / Short semicap probably works over [--] year period https://twitter.com/i/web/status/2018440220946137209 https://twitter.com/i/web/status/2018440220946137209"  
[X Link](https://x.com/DivinelyLevered/status/2018440220946137209)  2026-02-02T21:43Z [--] followers, [---] engagements


"@aleabitoreddit This is the perfect example of a trading sardine. Speculate when it dumps and pray it goes up 25% over the next [--] weeks. I would love to talk to any investor who has a constructive LT (3Y+) outlook on this business. Don't know how its a value creation story with this dilution"  
[X Link](https://x.com/DivinelyLevered/status/2018494541196836909)  2026-02-03T01:19Z [--] followers, [----] engagements


"@JohnDoeKnowsGuy Would tier $MSFT $WDAY $CRM. Based on trust in mgmt I would rather just own MSFT - in Amy and Satya I trust"  
[X Link](https://x.com/DivinelyLevered/status/2018494787922379152)  2026-02-03T01:20Z [--] followers, [---] engagements


"@CapexAndChill No doubt $DUOL. The trajectory of the hate selling and trading algos is straight down"  
[X Link](https://x.com/DivinelyLevered/status/2018749631929459049)  2026-02-03T18:13Z [--] followers, [---] engagements


"@JerryCap IPO pushed to 2030s"  
[X Link](https://x.com/DivinelyLevered/status/2018799204441993410)  2026-02-03T21:30Z [--] followers, [--] engagements


"@buccocapital @WaterworldCapi1 @DeItaone @PythiaR They should just focus on putting up 22% AWS growth. If they miss they will make $MSFT sell off look small"  
[X Link](https://x.com/DivinelyLevered/status/2018860141236637742)  2026-02-04T01:32Z [--] followers, [--] engagements


"@WaterworldCapi1 More important question why does it trade at a discount to $MCD This chart is an investment thesis all unto itself. As much as people want $NVDA's wheels to fall off in [----] it won't happen-revenue secured If you are a buyer on accelerating WFE through [----] $LRCX $ASML $KLAC you are obligated to own $NVDA in your PA. Don't think buy https://t.co/0f7tDAecSO This chart is an investment thesis all unto itself. As much as people want $NVDA's wheels to fall off in [----] it won't happen-revenue secured If you are a buyer on accelerating WFE through [----] $LRCX $ASML $KLAC you are"  
[X Link](https://x.com/DivinelyLevered/status/2018861162713244044)  2026-02-04T01:36Z [--] followers, [--] engagements


"@shomikghosh21 I dont know if its all flows on the private side. When PE is too scared to buy stuff you remove the valuation floor. Its not like the PE money is flowing elsewhere its just gridlock due to AI fears. That is just a valuation reset on terminal value fear"  
[X Link](https://x.com/DivinelyLevered/status/2018953847176310813)  2026-02-04T07:44Z [--] followers, [--] engagements


"@Bill_Fowler_ Hang out there in July. There a reason everyone has a second home in Sonoma"  
[X Link](https://x.com/DivinelyLevered/status/2018955547815596073)  2026-02-04T07:51Z [--] followers, [---] engagements


"@firstadopter Coastal elites talk about how their tastes have shifted. They are price insensitive and smarter thus their viewpoints must be correct and $UBER should be a zero. It makes total sense to extrapolate these finding to all people"  
[X Link](https://x.com/DivinelyLevered/status/2019071206943785182)  2026-02-04T15:31Z [--] followers, [---] engagements


"@anshublog @dee_bosa @jaminball Ooooff this is the final nail in coffin for this industry. Wait til you see my prompt to vibe code a core endpoint security suite that is impervious to attacks. AI won't make mistakes"  
[X Link](https://x.com/DivinelyLevered/status/2019540035767529702)  2026-02-05T22:34Z [--] followers, [---] engagements


"@P_Remarks @HedgeyeComm Uhh ohhhh. I have never used a healthcare staffing platform $AMN must be in terminal decline"  
[X Link](https://x.com/DivinelyLevered/status/2018937121839755624)  2026-02-04T06:38Z [--] followers, [---] engagements


"My names probably got to be on the door to step in front of the Claude train Why does all of this matter I dont think AI is 100% existential to $GTLB but I appreciate the tail risk. As a result it dampens M&A in the ST even if rates are coming down causing stocks to fall"  
[X Link](https://x.com/anyuser/status/2011888977838813329)  2026-01-15T19:51Z [--] followers, [---] engagements


"Is this a death knell for my $DUOL position or the catalyst to send it back $300 year end Jim your contradictory messaging is unclear Please fix Duolingo oversold still but i fear Apple and Meta translation aides. I like the both products. Duolingo oversold still but i fear Apple and Meta translation aides. I like the both products"  
[X Link](https://x.com/anyuser/status/2015917453377995105)  2026-01-26T22:39Z [--] followers, [---] engagements


"When the powers of hell are gathered together against us we must needs stand fast in faith wavering not. For we shall not trust in the arm of flesh but in the wisdom of the divine whose understanding faileth not. And He shall know how to apportion the capital thereof to fashion likenesses of our adversaries point solutions and to send them forth by the hand of a great and mighty $MSFT sales force. #InSatyaWeTrust"  
[X Link](https://x.com/DivinelyLevered/status/2017098870480916557)  2026-01-30T04:53Z [--] followers, [---] engagements


"Its quite the day in the markets when the $PLTR bros are victory lapping while everyone in payments SaaS and info services are at deaths door. This market only rewards the right type of stupid"  
[X Link](https://x.com/DivinelyLevered/status/2018706790997770297)  2026-02-03T15:22Z [--] followers, [--] engagements


"You can tell SaaS is getting dark when software investors start repitching their paywalled substack "investment ideas". When the PA is down daddy gotta find some way to eat. News flash they are idiots just like you"  
[X Link](https://x.com/DivinelyLevered/status/2018779311755735548)  2026-02-03T20:11Z [--] followers, [--] engagements


"I promised myself to speculate on $BTC at the 70% drawdown point. Still a long way to go. Lets continue on the road to $30k"  
[X Link](https://x.com/DivinelyLevered/status/2019475490570952968)  2026-02-05T18:17Z [--] followers, [--] engagements

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