# ![@DougKass Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::19988458.png) @DougKass Dougie Kass

Dougie Kass posts on X about business, in the, bitcoin, ai the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::19988458/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19988458/c:line/m:interactions.svg)

- [--] Week [-------] -21%
- [--] Month [---------] +69%
- [--] Months [---------] +148%
- [--] Year [----------] -78%

### Mentions: [--] [#](/creator/twitter::19988458/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19988458/c:line/m:posts_active.svg)

- [--] Week [---] -25%
- [--] Month [---] +78%
- [--] Months [-----] +318%
- [--] Year [-----] +95%

### Followers: [-------] [#](/creator/twitter::19988458/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19988458/c:line/m:followers.svg)

- [--] Week [-------] +0.07%
- [--] Month [-------] +0.01%
- [--] Months [-------] -0.69%
- [--] Year [-------] +0.36%

### CreatorRank: [-------] [#](/creator/twitter::19988458/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19988458/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #3049 [finance](/list/finance)  #6196 [technology brands](/list/technology-brands)  19.35% [cryptocurrencies](/list/cryptocurrencies)  #1550 [countries](/list/countries)  8.87% [social networks](/list/social-networks)  6.45% [celebrities](/list/celebrities)  4.84% [financial services](/list/financial-services)  #418 [exchanges](/list/exchanges)  2.42% [musicians](/list/musicians)  1.61%

**Social topic influence**
[business](/topic/business) #1304, [in the](/topic/in-the) #3193, [bitcoin](/topic/bitcoin) 9.68%, [ai](/topic/ai) 7.26%, [$mstr](/topic/$mstr) #16, [$pep](/topic/$pep) 6.45%, [joe](/topic/joe) #4031, [history](/topic/history) 5.65%, [investment](/topic/investment) #1019, [money](/topic/money) 4.84%

**Top accounts mentioned or mentioned by**
[@keithmccullough](/creator/undefined) [@hedgeye](/creator/undefined) [@squawkcnbc](/creator/undefined) [@andrewrsorkin](/creator/undefined) [@scottwapnercnbc](/creator/undefined) [@business](/creator/undefined) [@tomkeene](/creator/undefined) [@beckyquick](/creator/undefined) [@halftimereport](/creator/undefined) [@pboockvar](/creator/undefined) [@guyadami](/creator/undefined) [@samofamerica](/creator/undefined) [@carlquintanilla](/creator/undefined) [@convertbond](/creator/undefined) [@cnbc](/creator/undefined) [@cnbcfastmoney](/creator/undefined) [@thestreetpro](/creator/undefined) [@saraeisen](/creator/undefined) [@ferrotv](/creator/undefined) [@jimcramer](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [PepsiCo, Inc. (PEP)](/topic/$pep) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Kimberly Clark Corp (KMB)](/topic/$kmb) [Procter & Gamble (PG)](/topic/$pg) [ARK Innovation ETF (ARKK)](/topic/$arkk) [NVIDIA Corp. (NVDA)](/topic/$nvda) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [ELYSIA (EL)](/topic/$el) [CoreWeave, Inc (CRWV)](/topic/$crwv) [ServiceTitan, Inc. (TTAN)](/topic/$ttan) [Coca-Cola Co (KO)](/topic/$ko) [Goldman Sachs (GS)](/topic/goldman-sachs) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Microsoft Corp. (MSFT)](/topic/$msft) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Morgan Stanley (MS)](/topic/morgan-stanley) [GammaSwap (GS)](/topic/$gs) [Toast, Inc. (TOST)](/topic/$tost) [Shake Shack Inc. (SHAK)](/topic/$shak) [Mario Coin (COIN)](/topic/$coin) [Adobe, Inc. (ADBE)](/topic/$adbe) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [F45 Training Holdings, Inc. (FXLV)](/topic/$fxlv) [UnitedHealth Group (UNH)](/topic/$unh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Or $EL $UBER $COIN $SHAK $MSFT $ADBE $NVDA $CRWV $JOBY $CRWD The Death Star Hit Parade Imagine you had zero risk mgt process and were still long $MSTR $HOOD $PLTR Same "retail" guys all own the same shit Imagine you had zero risk mgt process and were still long $MSTR $HOOD $PLTR Same "retail" guys all own the same shit"  
[X Link](https://x.com/DougKass/status/2019516184983736749)  2026-02-05T20:59Z 129.8K followers, [----] engagements


"@ScottWapnerCNBC @HalftimeReport Ask your panelist how many shares and what was the dollar commitment in his new buy of $TTAN in his personal account (as the money management firm he works at only invests in ETFs) @dougkass"  
[X Link](https://x.com/DougKass/status/1998439159149510943)  2025-12-09T17:06Z 129.7K followers, [----] engagements


"Staples doing their job - our holdings $PEP $KMB $PG @SeabreezeLP @dougkass"  
[X Link](https://x.com/DougKass/status/2001379569065201840)  2025-12-17T19:50Z 129.7K followers, [----] engagements


"Paniting lipstick on gym pigs. @SquawkCNBC @andrewrsorkin 85% of gyms fail The landscape is littered by public and private gym bankruptcies. We remain short $FXLV (Mark Wahlberg sponsored gym) $15 to $0.10. So many others like Blink Fitness. Poor business model fad-like and not sustainable. @BeckyQuick @dougkass https://twitter.com/i/web/status/2011767302828495253 https://twitter.com/i/web/status/2011767302828495253"  
[X Link](https://x.com/DougKass/status/2011767302828495253)  2026-01-15T11:47Z 129.8K followers, [----] engagements


"Here is my shocked face. Cathie Wood is bullish on @SquawkCNBC . What is the value of her view - given the halving of $ARKK from its highs What is the value of her view - in that more money was lost in her ETF than was ever made How about some hard-hitting questions - explore her portfolio. and ask why @dougkass @andrewrsorkin @BeckyQuick https://twitter.com/i/web/status/2012152756581040488 https://twitter.com/i/web/status/2012152756581040488"  
[X Link](https://x.com/DougKass/status/2012152756581040488)  2026-01-16T13:19Z 129.7K followers, 20.3K engagements


"$ARKK -9% return in last five years v +4% benchmark [----] -67% (so it seems a question should be asked of Cathie Wood with regard to her risk control). But maybe its just me @SquawkCNBC @dougkass @BeckyQuick @andrewrsorkin @KeithMcCullough @hedgeye @pboockvar @ScottWapnerCNBC @carlquintanilla Here is my shocked face. Cathie Wood is bullish on @SquawkCNBC . What is the value of her view - given the halving of $ARKK from its highs What is the value of her view - in that more money was lost in her ETF than was ever made How about some hard-hitting questions - Here is my shocked face. Cathie Wood"  
[X Link](https://x.com/DougKass/status/2012153652358553936)  2026-01-16T13:23Z 129.7K followers, 15.9K engagements


"Coming up on @TheStreetPro [----] Is Already Becoming a Surprising Year * Though it is still early in the year one of my surprises - that a basket of consumer staples ($PEP $KO $PG and $KMB) will materially outperform the Mag7 by a decisive amount in [----] - appears to be developing. Surprise #3: The AI economy and (a heavily weighted and imbalanced) stock market dependent on AI show signs of interruption then disruption The AI bubble bursts as the circular financing deals unwind (or are pushed out) AI capital spending slows abruptly as return on investment concerns emerge as power generation"  
[X Link](https://x.com/DougKass/status/2013921720160129484)  2026-01-21T10:28Z 129.7K followers, [----] engagements


"Scott are you really going to accept her statement that she is in the top 5% of her peer group of ETFs in the last three years - without putting it into context that before that period $ARKK shares went from $150 to $30 This is called "cherry picking" timeframes and is extraordinarily deceptive to viewers. I call BS. @ScottWapnerCNBC @HalftimeReport @cnbc @guyadami seriously @CathieDWood drink. @ScottWapnerCNBC @HalftimeReport in what world is the portfolio manager (CW) that eviscerated more capital than any other in ETF history ($ARKK) appearing multiple times on cnbc your programmers and"  
[X Link](https://x.com/DougKass/status/2014028405851689414)  2026-01-21T17:32Z 129.7K followers, 13.4K engagements


"Major portfolio changes in the last four trading days = adding to Staples ($PG $KMB $PEP) initiated trading short rental in Russell Index ($IWM $267.92) added to several individual shorts ($CRWV $PLTR $JOET $GRNY) added to long $UNH and adding to $SPY/$QQQ calls (short). All timestamped on @thestreetpro Caveat: I am often wrong and always in doubt. @tomkeene @business @Convertbond https://twitter.com/i/web/status/2014634267846836359 https://twitter.com/i/web/status/2014634267846836359"  
[X Link](https://x.com/DougKass/status/2014634267846836359)  2026-01-23T09:40Z 129.7K followers, 12K engagements


"@cnbc panelists are always uber confident and often wrong - rarely taking ownership and non rigorous in process. @KeithMcCullough Case in point - $COF Capital One (a fave on @cnbchalftime) @dougkass BRYN ON CAPITAL ONE - NOT EVEN [--] DAYS AGO CNBC Halftime (CAPITAL ONE : COF) - "What's in Your Wallet " Bryn IT"S OVERDONE -ROCKSTAR 📷 Final Trades: Capital One UnitedHealth Regeneron and Alibaba Trade Tracker: Stephanie Link buys Capital One Capital One misses by $0.28 reports revs in-line; confirms it will acquire Brex Inc. Reports Q4 (Dec) earnings of $3.86 per share excluding non-recurring"  
[X Link](https://x.com/DougKass/status/2014642431937954202)  2026-01-23T10:12Z 129.7K followers, [----] engagements


"How can a discussion of a "broadening out" of the equity market not include mention of the market's breadth Has the interpretation of the market's dynamics become a "gut" exercise without any real data @cnbc @dougkass @KeithMcCullough @hedgeye"  
[X Link](https://x.com/DougKass/status/2015895021896024487)  2026-01-26T21:10Z 129.7K followers, [----] engagements


"$JOBY -17% process finger in the air. @dougkass @KeithMcCullough Is Drawdown Josh Brown still pumping $JOBY @DougKass https://t.co/oe0DeA1Qrd Is Drawdown Josh Brown still pumping $JOBY @DougKass https://t.co/oe0DeA1Qrd"  
[X Link](https://x.com/DougKass/status/2016983831220195416)  2026-01-29T21:16Z 129.7K followers, 11.4K engagements


"@SeabreezeLP Not one strategist analyst panelist moderator or guest made the observation that the consumer non durable (staple) sector recorded such strength today - in a massive rotation. $PEP $KO $KMB $PG Nor did a soul explain that this sort of rotation is typically a negative forward-looking sign for the markets. @tomkeene @ferrotv @lisaabramowicz1 @business @ScottWapnerCNBC @carlquintanilla @andrewrsorkin @SullyCNBC @saraeisen @BeckyQuick @SquawkCNBC @pboockvar @Convertbond @guyadami @ What we did get were inane discussions of $AAPL Warsh the obvious drop in precious metals (which"  
[X Link](https://x.com/DougKass/status/2017346431044944099)  2026-01-30T21:17Z 129.7K followers, [----] engagements


"Below is @cnbc interview of $MSTR Michael Saylor. Much like the Kate Rooney @cnbc interview of Sam Bankman-Fried three years ago and two months before the he was indicted and the fraud was uncovered (also below) - it was non critical unquestioning and consisting of a bunch of softballs lobbed. The network owes viewers an apology - but don't hold your breath. In these interviews both Saylor and SBF rambled on (without interruption) as if a commercial was being delivered. In both cases the "reporters" fawned over Saylor and SBF - as if they were hall of famers rock stars. But that wasn't the"  
[X Link](https://x.com/DougKass/status/2017924328654823893)  2026-02-01T11:33Z 129.8K followers, 15.8K engagements


"The OpenAI circle jerk has officially been broken. @dougkass @RealJimChanos @AlderLaneEggs Tonight from the @WSJ. Ive been vocally worried about OpenAI for a while and this doesnt help. Stay vigilant. https://t.co/pdowNTrP4m Tonight from the @WSJ. Ive been vocally worried about OpenAI for a while and this doesnt help. Stay vigilant. https://t.co/pdowNTrP4m"  
[X Link](https://x.com/DougKass/status/2017988943585653232)  2026-02-01T15:50Z 129.7K followers, 12.4K engagements


"I guarantee Tom Lee's appearance on @cnbc today @fundstrat will not include a voluntary discussion of the losses he has incurred at $BMNR - nor will the interviewee ask (for fear of loss of access). @dougkass @KeithMcCullough @hedgeye BREAKING: BitMine's $BMNR unrealized ETH losses rise to -$6.6 billion now on track to become the 5th largest documented principal trading loss in history if sold. Unrealized losses are now at 66% of the size of Archegos in [----] the largest loss ever recorded. https://t.co/JLHqMDLL1M BREAKING: BitMine's $BMNR unrealized ETH losses rise to -$6.6 billion now on"  
[X Link](https://x.com/DougKass/status/2018252494996914284)  2026-02-02T09:17Z 129.7K followers, [----] engagements


"Things I Would Like To See (h/t Mad Magazine) Serious two way discussions about equities precious metals and crypto currencies in the business media. I would like to see less short term (fatuous) price forecasts and more discourse and debate about reward v risk in varying asset classes. I would like Dan Ives @dives to be asked more serious questions about circular AI financings. I would like @fundstrat to be asked more serious questions about the intrinsic value of crypto currencies (how does he compute it in order to justify his purchases of ETH where he is billions of dollars in the hole)."  
[X Link](https://x.com/DougKass/status/2018266942813999307)  2026-02-02T10:15Z 129.8K followers, [----] engagements


"Warren Buffett's quote about the tide going out and so many being exposed to swimming naked represents the very nature of my criticism of "talking heads" that parade on Fin TV. It is only when the tide goes out do you see how feckless so many price forecasts of individual stocks and markets are. How little process they employ. Most are accomplished by putting the finger in the air without rigorous and critical calculus. When the tide comes in they get away with their forecasts which have little analytical backup. Investors/traders want to believe - as most worship at the altar of price"  
[X Link](https://x.com/DougKass/status/2018275429732208964)  2026-02-02T10:48Z 129.7K followers, [----] engagements


"Coming up on @thestreetpro Why I Continue To Avoid Disney (As I Have For Years) $DIS"  
[X Link](https://x.com/DougKass/status/2018332273162981381)  2026-02-02T14:34Z 129.7K followers, [----] engagements


"The XAI/Space X merger reminds me of when Solar City was jammed into Tesla because it couldn't attract funding. OpenAI also couldn't fund itself were it not for the kindness of stranger s($NVDA et al). @AlderLaneEggs @realjimchanos @andrewrsorkin @ScottWapnerCNBC @business @tomkeene @convertbond @pboockvar @guyadami UBS worst-case AI disruption scenarios: - Private credit: 13% defaults - Leveraged loans: 8% - High-yield bonds: 4% PC most exposed because that's where 2021-2022 vintage software deals got funded when banks couldn't syndicate. The concentration is now becoming the"  
[X Link](https://x.com/DougKass/status/2018474239142068673)  2026-02-02T23:58Z 129.8K followers, 16.3K engagements


"Strong results out of PepSico (my [----] Stock of the Year - a true contrarian choice) $PEP @thestreetpro @dougkass @tomkeene @business @SquawkCNBC"  
[X Link](https://x.com/DougKass/status/2018684501577105438)  2026-02-03T13:54Z 129.7K followers, [----] engagements


"First time long time - short $TLSA $425.01. (Most retail investors and traders should never short stocks for the reasons mentioned repeatedly in @thestreetpro)"  
[X Link](https://x.com/DougKass/status/2018694319297773684)  2026-02-03T14:33Z 129.7K followers, [----] engagements


"Covered $NVDA short at $180.45 (shorted yesterday $190.01) @thestreetpro"  
[X Link](https://x.com/DougKass/status/2018710274912444830)  2026-02-03T15:36Z 129.7K followers, [----] engagements


"On being the obstetrician and mortician. @thestreetpro Poor Reward Vs. Risk Now on $PEP Though PepsiCo (PEP) ismy stock of the year I just sold most of the balance of my PEPat $162.80 (+$7.60) Now very very small in size By Doug Kass Feb [--] [----] 10:20 AM EST"  
[X Link](https://x.com/DougKass/status/2018716091845845490)  2026-02-03T15:59Z 129.7K followers, [----] engagements


"Another lesson learned. $CRM (down by another -$13/share or -6% today) Journalists have (as their primary obligation) of not growing too close to company managements - as objectivity is lost. This is a slippery slope as how do you turn on a friend Always must keep in mind that the principal stakeholder of a FIN TV host is the network's viewers and keeping access to management is a tertiary objective at best. No one wants to call attention to this. But I will. This is common sense and fundamental - not ad hominem. @KeithMcCullough @tomkeene @business @ScottWapnerCNBC @carlquintanilla"  
[X Link](https://x.com/DougKass/status/2018724052139978808)  2026-02-03T16:31Z 129.7K followers, [----] engagements


"Panelists on the show are now expressing some concerns about AI. Well I have written [---] columns ("More Tales From Nvidia") on @thestreetpro pointing out to the circular financing and numerous other bonafide risks associate with AI. Today is an excellent example of why Fin TV has failed its viewers by never anticipating problems/headwinds and never seeking non consensus views. Reactionary and not anticipating are a fundamental criticisms that I have of the business media. By the time they get around to discussing these risks the stock will be down -25% or more. @CNBCFastMoney @HalftimeReport"  
[X Link](https://x.com/DougKass/status/2018736827625300433)  2026-02-03T17:22Z 129.7K followers, [----] engagements


"$DVN being recommended now on the show. Up from $25 to $41 buy now No sense of reward v risk or "margin of safety" in my opinion. Bookmark this. @dougkass @cnbc"  
[X Link](https://x.com/DougKass/status/2018737708219121731)  2026-02-03T17:25Z 129.7K followers, [----] engagements


"Here is where @hedgeye subscription paid off for @SeabreezeLP . I shorted $IWM at the top end of your risk range about ten to twelve days ago - at a time in which I thought the market would sell off. Paid for subscription 1000x. I am planning to do an interview with @SamofAmerica and I will certainly discuss how I integrate your body of work with my analysis. Will make for an interesting discussion. Thanks again K. @KeithMcCullough Nice trade Dougie. Our process is to stay with the Russell for the entirety of #Quad1's intermediate-term TREND. Nice trade Dougie. Our process is to stay with the"  
[X Link](https://x.com/DougKass/status/2018768820299555035)  2026-02-03T19:29Z 129.7K followers, 42.1K engagements


"$PEP +$8 Excerpt from my [--] Surprises for 2026: A basket of defensive consumer nondurable equities ( ($PEP) ($KO) ($PG) and ($KMB) ) materially outperform the Mag [--] by a decisive amount. The shares of (boring and previously hapless) PepsiCo outperform most other staples and 90% of the S&P Index after a much better skein of organic unit growth and as its core business is rationalized. Here is the unabridged Surprise: Surprise #3: The AI economy and (a heavily weighted and imbalanced) stock market dependent on AI show signs of interruption then disruption The AI bubble bursts as the circular"  
[X Link](https://x.com/DougKass/status/2018780496566607894)  2026-02-03T20:15Z 129.8K followers, [----] engagements


"As promised earlier in the day the S&P Short Range Oscillator stands at 1.95% v0.38% Ergo more overbought than the prior day @dougkass"  
[X Link](https://x.com/DougKass/status/2018802436803355119)  2026-02-03T21:43Z 129.7K followers, [----] engagements


"Saylor is a fraud. $MSTR His calculus is BS. (And soarguably is Tom Lee's $BMNR and Cathie Woods $ARKK) Fin Tv never questioned their business strategy. So retail to use a Joe Granville term have the bagholders blues. Some of us were very critical. And the absence of critical questioning by the business media (when interviewing Saylor) makes them almost complicit. Reminiscent of the @cnbc interview with Sam Bankman-Fried two months before his indictment. Yes your softball questioning permitted the access but at what cost to your viewers who could have been warned thru hard hitting"  
[X Link](https://x.com/DougKass/status/2018821963683135844)  2026-02-03T23:00Z 129.7K followers, 15.1K engagements


"Twitter Challenge/Contest: Name the worst (and most dangerous) Fin TV interview you have heard in the last several years. Here are my top five: [--]. "The Michael Jordan of Crypto" Interview - Kate Rooney's interview with Sam Bankman Fried (three years ago and two months before SBF and FTX were indicted) FTX still has $1 billion to deploy says CEO Sam Bankman-Fried (CNBC) [--]. Every single interview with $ARKK Cathie Woods on every network [--]. @cnbc The "Glitch" Interview with Tom Lee three months ago @fundstrat " The Bitcoin could hit new highs by year-end" (1) Bitcoin for Freedom on X: "Tom Lee:"  
[X Link](https://x.com/DougKass/status/2018960339904217375)  2026-02-04T08:10Z 129.8K followers, [----] engagements


"Stock futures couldn't hold gains in the evening/morning futures session. S and P futures were +20 handles now flat. Nasdaq futures now lower. @dougkass"  
[X Link](https://x.com/DougKass/status/2018964786390991124)  2026-02-04T08:28Z 129.7K followers, [----] engagements


"Morgan Stanley analyst on @SquawkCNBC "What we see in the market is healthy." Ummm. never mind"  
[X Link](https://x.com/DougKass/status/2019007086336860446)  2026-02-04T11:16Z 129.7K followers, [----] engagements


"Question I would ask Stephen Parker at Morgan Stanley. [--]. Have you ever not been bullish If so when and how often [--]. Your thoughts on the equity risk premium which has become an equity risk discount - for the first time in three decades. Rarely a good launching pad for future growth. [--]. Historically dividends account for 35% of total S and P returns. But the S and P dividend yield is only 1.15%. So how is that going to contribute to the low teens returns you see [--]. Historical valuation metrics in the 97% tile. That concern you @dougkass @SquawkCNBC @beckyquick @andrewrsorkin Morgan Stanley"  
[X Link](https://x.com/DougKass/status/2019007890682429820)  2026-02-04T11:19Z 129.7K followers, [----] engagements


"I have been warning on this one for months.remains a short. $UBER earnings and guidance disappointing. The shares are down by another -$7/share (-10%) this morning - a nearly universal favorite of panelists (Drawdown. Weiss Brad et al) on the show. Now more than -$30 decline from recent highs. Management (double talk) blames the decline on misunderstanding of analysts. Three weeks ago final trade by another panelist: Final Trades: Amazon Affiliated Managers Group Uber and the IYC Another cautionary note: $UBER is advertising (for $8 million in this weekend's Super Bowl) @KeithMcCullough"  
[X Link](https://x.com/DougKass/status/2019022011721224216)  2026-02-04T12:15Z 129.8K followers, [----] engagements


"$GOOGL is now trading -$25/share from the "Happy Talk" @CNBCFastMoney last night on the show. Since recommendations are not memorialized ownership will not likely be taken. At what point is criticism constructive/valid and not ad hominem (as the moderators/producers often feel/suggest behind the scenes) Or should we just ignore hasty formed observations/recommendations/investment conclusions coincident with EPS releases I call B.S. @KeithMcCullough @dougkass https://twitter.com/i/web/status/2019390030825857464 https://twitter.com/i/web/status/2019390030825857464"  
[X Link](https://x.com/DougKass/status/2019390030825857464)  2026-02-05T12:37Z 129.8K followers, [----] engagements


"Out of $PEP long at $167.45 this afternoon. The share are no longer undervalued and arguably are now overvalued. $PEP was my Stock of [----] back in December. No more as it has reached and now has overrun my price target. Move on from the name if long. @TheStreetPro"  
[X Link](https://x.com/DougKass/status/2019487700445741332)  2026-02-05T19:06Z 129.7K followers, [----] engagements


"$EL -$25 or -22% today If I hadn't promised to stop pointing the FIN TV investment boners out. I would mention the panelist who recommended $EL Estee Lauder only four weeks ago on @HalftimeReport Listen to how confident she was. Calls of the Day: First Solar Live Nation Estee Lauder Ametek and Fedex There is no one better in memorizing sound bytes in the rear view mirror and no one worse in stock picking through the front window. @ScottWapnerCNBC @KeithMcCullough @hedgeye @SamofAmerica @dougkass"  
[X Link](https://x.com/DougKass/status/2019503999280640455)  2026-02-05T20:10Z 129.8K followers, [----] engagements


"Ludacris Forecast We will learn of some hedge fund blowups by the weekend. @dougkass @tomkeene @business"  
[X Link](https://x.com/DougKass/status/2019505923761606808)  2026-02-05T20:18Z 129.7K followers, [----] engagements


""The further a society drifts from truth the more it will hate those who speak it." - George Orwell To think how many times I have had to defend my skeptical position regarding several of the generational compounders (in the Mag7) over the last year on Twitter Fin TV and elsewhere. I have repeatedly written that many of the Mag7 had morphed from having attractive capital light profiles to problematic (read: uncertainty of timing and level of ROIC) capital heavy (and intensive) profiles. The enormous AI spend (soaking up most of the large free cash flow generation) means that there is a"  
[X Link](https://x.com/DougKass/status/2019556217899700384)  2026-02-05T23:38Z 129.7K followers, [----] engagements


"Buying Bitcoin Is Like Buying Air "I am not selling the bottle I am selling what's inside the bottle. bitcoin" Classic Bert and Ernie: Here is Sesame Street's attempt to teach kids not to be suckers to "smooth talking" people. Unfortunately this lesson was lost on a lot of people. Too many people are brainwashed by non rigorous and unquestioning actors dressed up as the business media social media and investment strategists (trying to sell you "garbage" at inflated prices). It is why I call B.S. to them so frequently. "You enjoy your bitcoin." Oh and Sesame Street was brought to you today by"  
[X Link](https://x.com/DougKass/status/2019700165062398128)  2026-02-06T09:10Z 129.6K followers, [----] engagements


"I call BS. KEVIN OLEARY DROPPED A BOMB: TRILLIONS OF DOLLARS ARE LINED UP TO BUY BITCOIN AND IT ALL STARTS THE SECOND THE LAWS PASS. ONCE THAT BILL IS SIGNED THE REAL MONEY MOVES IN. THIS WILL BE THE BIGGEST CAPITAL INFLOW IN BITCOIN HISTORY 🚀 https://t.co/vyBHYsvlgT KEVIN OLEARY DROPPED A BOMB: TRILLIONS OF DOLLARS ARE LINED UP TO BUY BITCOIN AND IT ALL STARTS THE SECOND THE LAWS PASS. ONCE THAT BILL IS SIGNED THE REAL MONEY MOVES IN. THIS WILL BE THE BIGGEST CAPITAL INFLOW IN BITCOIN HISTORY 🚀 https://t.co/vyBHYsvlgT"  
[X Link](https://x.com/DougKass/status/2019729372002033918)  2026-02-06T11:06Z 129.7K followers, [----] engagements


"This is insane. He is insane. @dougkass BREAKING: Trump just signs an executive order ZERO capital gain tax in crypto this year since nobody has gain at all https://t.co/VXc7GgVflK BREAKING: Trump just signs an executive order ZERO capital gain tax in crypto this year since nobody has gain at all https://t.co/VXc7GgVflK"  
[X Link](https://x.com/DougKass/status/2019729525400297768)  2026-02-06T11:06Z 129.7K followers, 13.9K engagements


"Maybe "first level thinking" on $GOOGL but you know the name better than me. My gut says $GOOGL superior position in AI is already known and discounted ("second level thinking"). @dougkass @jimcramer I will defend Amazon today. But it did trade to [---] yesterday as people recognize like we did that the Mag [--] is no more. But it is Google that is the prize I will defend Amazon today. But it did trade to [---] yesterday as people recognize like we did that the Mag [--] is no more. But it is Google that is the prize"  
[X Link](https://x.com/DougKass/status/2019747335450865688)  2026-02-06T12:17Z 129.7K followers, [----] engagements


"Joe Kernen regals in defaulting to pedantic political rants rather than substantive business discussions. Why Because he does no homework on the later and leaning on political dogma takes no preparation and it is much easier for him. Doesn't he understand that no one cares what he thinks about policy and politics - viewers have heard the same rants for decades and he is using valuable airspace for his own politics rather than working on behalf of @cnbc viewers (Nor do I think peeps should be interested in mine or ARS or anyone elses) His rants are redundant not value added and at this point"  
[X Link](https://x.com/DougKass/status/2019750431769960493)  2026-02-06T12:30Z 129.7K followers, [----] engagements


"Sell Mortimer. @jimcramer @dougkass (apropos to my comments to jim cramer) cathie wood - "first level thinker" Cathie Wood bought $22M of $GOOGL today https://t.co/RR8UncZqUy Cathie Wood bought $22M of $GOOGL today https://t.co/RR8UncZqUy"  
[X Link](https://x.com/DougKass/status/2019751930512167422)  2026-02-06T12:36Z 129.7K followers, [----] engagements


"Joe Kernen's discussion now of the Super Bowl ads is an example of someone who has done no homework. Every ad is readily available to anyone. It takes five to ten minutes to review them all. It is obvious from his questions that he hasn't watch the Super Bowl ads he has no idea which industries are advertising (and which are not) he doesnt know the history of Super Bowl ads (the more companies in an industry advertise the worse they do in the market and vice versa). SquawkJoe do your homework and stop skating through interviews with mindless banter and little value added for your viewers."  
[X Link](https://x.com/DougKass/status/2019753076979052622)  2026-02-06T12:40Z 129.7K followers, 15.2K engagements


"I do Dougie. Dougie Kass on X: "Great 3PM hour on @cnbc with @ScottWapnerCNBC Nothing about equities and all about interesting interviews with venture capitalists (that specialize in sports) @dougkass" / X @DougKass @HalftimeReport Try giving credit when its due as well as the blame you love to report . You will attract a better following in the long run @DougKass @HalftimeReport Try giving credit when its due as well as the blame you love to report . You will attract a better following in the long run"  
[X Link](https://x.com/DougKass/status/2019759614586221012)  2026-02-06T13:06Z 129.7K followers, [----] engagements


"Sorkin is one of the best journalists that ever existed in the business media (and on Fin TV). (Becky is close to ARS by the way) He is hard working prepared extraordinarily knowledgeable fair-minded. He doesn't default to politics at the expense of coherent discussions about business. When he is forced into it he responds - but unlike Squawk Joe he is not obsessed with politics and recognizes his primary obligation is to ask probing questions by being informed. You are comparing apples to oranges. In journalistic terms Andrew and Becky are in different galaxies than Joe. @SquawkCNBC"  
[X Link](https://x.com/DougKass/status/2019760823061643452)  2026-02-06T13:11Z 129.7K followers, [----] engagements


"No one cares about moderators' politics (no one should care about mine) - its about being a prepared and thoughtful journalist @DougKass Fair pointsbut there is a political biasnot as overt as Joe Kernanbut hard to deny that it doesnt exist. Which I am fine with by the wayits a good way to discern the truth of the matter and forces one to think critically. @DougKass Fair pointsbut there is a political biasnot as overt as Joe Kernanbut hard to deny that it doesnt exist. Which I am fine with by the wayits a good way to discern the truth of the matter and forces one to think critically"  
[X Link](https://x.com/DougKass/status/2019762195010068853)  2026-02-06T13:16Z 129.7K followers, [----] engagements


"tip of the iceberg. but you get my point. uninformed journalism that defaults to a common denominator of politics (because its easy). doesnt help viewers. @DougKass How about not knowing why Amazon was down. when all of his audience undoubtedly knew. @DougKass How about not knowing why Amazon was down. when all of his audience undoubtedly knew"  
[X Link](https://x.com/DougKass/status/2019767505120632882)  2026-02-06T13:37Z 129.7K followers, [----] engagements


"Anyone see news on $MU"  
[X Link](https://x.com/DougKass/status/2019774808381083921)  2026-02-06T14:06Z 129.7K followers, [----] engagements


"If this is legitimate. Dump Trump. Enough is enough. @dougkass This is overt racism. Full stop. Theres no misinterpretation and no excuse. This is who he is who hes always been and why he should never be anywhere near power again. And theres a reason the tapes from The Apprentice have never been released. This is overt racism. Full stop. Theres no misinterpretation and no excuse. This is who he is who hes always been and why he should never be anywhere near power again. And theres a reason the tapes from The Apprentice have never been released"  
[X Link](https://x.com/DougKass/status/2019811405160153299)  2026-02-06T16:32Z 129.7K followers, [----] engagements


"I have blocked over [--] accounts who said my response to Trump's Truth Social Post was TDS. Bring it on. Looking to block more fools. BREAKING: President Trump's racist post about Obamas is deleted after backlash. The White House had defended it but now blames staffer. https://t.co/DLMAqbywCH BREAKING: President Trump's racist post about Obamas is deleted after backlash. The White House had defended it but now blames staffer. https://t.co/DLMAqbywCH"  
[X Link](https://x.com/DougKass/status/2019848101998293046)  2026-02-06T18:58Z 129.7K followers, 10.7K engagements


"Strategy CEO is on @cnbc. His responses are laughable superficial and valueless. Glib and self confident his hubris is something to behold. He presents a sunny face while his $MSTR shares have gone from $450 to about $100. His acquisition price is $76k after all these years. His explanation of buying bitcoin when it is accretive is nonsensical. Fugazzi. @SullyCNBC"  
[X Link](https://x.com/DougKass/status/2019861924993732876)  2026-02-06T19:53Z 129.7K followers, 14.4K engagements


"I dont know how someone who appears tens of thousands of times in the Epstein files incites an insurrection commits fraud rapes women and encourages immigration officers to kill Americans can claim to be a person of faith. Spare us your fake moral superiority. You wouldnt know what true faith is if it hit you on Epstein Island. Trump at the National Prayer Breakfast: "I don't know how a person of faith can vote for a Democrat. I really don't. *crowd groans* I know we have some here today. I don't know why they're here because they certainly don't give us their vote . they cheat.""  
[X Link](https://x.com/DougKass/status/2020089121805320695)  2026-02-07T10:55Z 129.7K followers, 15K engagements


"me in my race silks about38 years ago @dougkass"  
[X Link](https://x.com/DougKass/status/2020241293478351038)  2026-02-07T21:00Z 129.7K followers, [----] engagements


"I always loved the Clydesdale Budweiser ads at the Super Bowl - but this year's version (with Lynyrd Skynyrd's "Free Bird" playing in background) might be my favorite Super Bowl ad of all time. @guyadami @pboockvar @business @tomkeene @Convertbond"  
[X Link](https://x.com/DougKass/status/2020256677275267583)  2026-02-07T22:01Z 129.7K followers, [----] engagements


"For all the Trump sycophants who have in the past charged me and others with TDS (Trump Derangement Syndrome) in response to all his pathetic hatred racism bigotry and grift read this @potus President Trump Truth Social which was released AFTER he deleted the horrific and initial tweet of the Obamas: @dougkass @tomkeene @ferrotv @lisaabramowicz1 @business @Scaramucci @jimcramer @andrewrsorkin @BeckyQuick @saraeisen @guyadami @Convertbond @ScottWapnerCNBC @pboockvar @BobPisani @ScottWapnerCNBC @HalftimeReport @CNBCFastMoney @maddow @SRuhle @JoeSquawk @SquawkCNBC @KeithMcCullough @JohnJHarwood"  
[X Link](https://x.com/DougKass/status/2020464294148661522)  2026-02-08T11:46Z 129.7K followers, [---] engagements


"I don't think you understand how fortunate we are to live in a country where our Olympic athletes can state their views without retribution. @potus @whitehouse @stelzner_n1150 @DougKass I dont think these athletes have a clue just how lucky they are to live in America. Disingenuous at the very least to display such disrespect publicly. @stelzner_n1150 @DougKass I dont think these athletes have a clue just how lucky they are to live in America. Disingenuous at the very least to display such disrespect publicly"  
[X Link](https://x.com/DougKass/status/2020547442727399801)  2026-02-08T17:17Z 129.7K followers, [----] engagements


"Bad Bunny will appear at the Super Bowl halftime show at about 8:15PM tonite. He will sing Me Porto Bonito. Turning Point USA will have an alternative Super Bowl halftime show - featuring Kid Rock somewhere between [----] and [----]. He will sing "America Bad Ass." @dougkass @JoeSquawk @andrewrsorkin @saraeisen @carlquintanilla @guyadami @WhitneyTilson @jimcramer @Convertbond @guyadami @SquawkCNBC @BeckyQuick @ScottWapnerCNBC @HalftimeReport @CNBCFastMoney @tomkeene @ferrotv @lisaabramowicz1 @business @pisani https://twitter.com/i/web/status/2020574598035849303"  
[X Link](https://x.com/DougKass/status/2020574598035849303)  2026-02-08T19:04Z 129.7K followers, [----] engagements


"Bad Bunny will appear at the Super Bowl halftime show at about 8:15PM tonite. He will sing Me Porto Bonito. Turning Point USA will have an alternative Super Bowl halftime show - featuring Kid Rock somewhere between [----] and [----]. He will sing "America Bad Ass." @dougkass @JoeSquawk @andrewrsorkin @saraeisen @carlquintanilla @guyadami @WhitneyTilson @jimcramer @Convertbond @guyadami @SquawkCNBC @BeckyQuick @ScottWapnerCNBC @HalftimeReport @CNBCFastMoney @tomkeene @ferrotv @lisaabramowicz1 @business @pisani @maddow @sruhle @MSNOWNews https://twitter.com/i/web/status/2020580738697990234"  
[X Link](https://x.com/DougKass/status/2020580738697990234)  2026-02-08T19:29Z 129.7K followers, 10.1K engagements


"no one cares peter. @dougkass https://t.co/M2FJDRy6vP https://t.co/M2FJDRy6vP"  
[X Link](https://x.com/DougKass/status/2020617066827620763)  2026-02-08T21:53Z 129.7K followers, 16.1K engagements


"Those that can't create BS narratives. Harvard University introduced the smallpox vaccine appendectomy the EKG the iron lung for polio general anesthesia artificial skin for burns heart valve surgery the use of insulin mRNA vaccine technology CAR-T cancer therapy etc. etc. @dougkass @carlquintanilla @guyadami @jimcramer @andrewrsorkin @dougkass File this under: LONG OVERDUE The @DeptWar is formally ending ALL Professional Military Education fellowships and certificate programs with Harvard University. Harvard is woke; The War Department is not. https://t.co/0kpsvivtsQ File this under: LONG"  
[X Link](https://x.com/DougKass/status/2020618848232411333)  2026-02-08T22:00Z 129.7K followers, 15.7K engagements


"@SquawkCNBC @BeckyQuick @andrewrsorkin Becky just asked her guest what happened to cause such a large advance on Friday. Friday's advance was very broad but heavily concentrated. $GS $JPM $NVDA $CAT and $AMGN5 stocks were nearly [----] dow points @ScottWapnerCNBC @carlquintanilla @tomkeene @business @CNBCFastMoney @HalftimeReport @pboockvar @Convertbond https://twitter.com/i/web/status/2020819596329017616 https://twitter.com/i/web/status/2020819596329017616"  
[X Link](https://x.com/DougKass/status/2020819596329017616)  2026-02-09T11:18Z 129.7K followers, [----] engagements


"best super bowl ad in over a decade. 🚨 JUST IN: Budweiser is being praised nationwide for an INCREDIBLY patriotic pro-America Super Bowl ad The culture is shifting. Companies want to be known for USA AGAIN. https://t.co/Ln9TsUiwzX 🚨 JUST IN: Budweiser is being praised nationwide for an INCREDIBLY patriotic pro-America Super Bowl ad The culture is shifting. Companies want to be known for USA AGAIN. https://t.co/Ln9TsUiwzX"  
[X Link](https://x.com/DougKass/status/2020833725395980656)  2026-02-09T12:14Z 129.8K followers, 23.8K engagements


"Goldman Sachs short basket +9% on Friday @KeithMcCullough @hedgeye @SamofAmerica If you can't beat $SPY's paltry+1.3% YTD you have no idea what's going on in Macro right now If you can't beat $SPY's paltry+1.3% YTD you have no idea what's going on in Macro right now"  
[X Link](https://x.com/DougKass/status/2020848454822400493)  2026-02-09T13:13Z 129.7K followers, [----] engagements


"on @thestreetpro I am hearing that someone just bet $100k that the U.S. invades Iran in the next [--] hours (payoff is about $4 million). A Ludacris forecast @dougkass @guyadami @tomkeene @business @maddow @SRuhle @jimcramer @Convertbond @pboockvar @ScottWapnerCNBC @SquawkCNBC @andrewrsorkin @BeckyQuick @HalftimeReport @CNBCFastMoney @ferrotv"  
[X Link](https://x.com/DougKass/status/2020925802716762186)  2026-02-09T18:20Z 129.7K followers, 15.2K engagements


"Back on @cnbc Dan Ives @DivesTech Drink This time Dan sees a generational opportunity on the long side in software. I have a serious questions: Is everything out of Dan's mouth a "generational opportunity" Is he being hyperbolic or am I being too critical @dougkass"  
[X Link](https://x.com/DougKass/status/2020955685639364808)  2026-02-09T20:19Z 129.7K followers, 14.1K engagements


"@ScottWapnerCNBC I would love you to ask Bill Miller IV (segment coming up) these respectful questions: [--]. what he thinks the intrinsic value of bitcoin is and how does he determine that value [--]. what are the risks associated with the price of bitcoin/crypto currencies [--]. where can you be wrong in your bullish thesis @dougkass @cnbc https://twitter.com/i/web/status/2020957503341858987 https://twitter.com/i/web/status/2020957503341858987"  
[X Link](https://x.com/DougKass/status/2020957503341858987)  2026-02-09T20:26Z 129.8K followers, [----] engagements


"adam the interview was with his son bill miller IV @DougKass @ScottWapnerCNBC Bill Miller unlike Cathie Woods has one of the best track records in mutual fund history @DougKass @ScottWapnerCNBC Bill Miller unlike Cathie Woods has one of the best track records in mutual fund history"  
[X Link](https://x.com/DougKass/status/2020959504368594972)  2026-02-09T20:34Z 129.7K followers, [----] engagements


"@KeithMcCullough Trump in the middle of his latest unhinged Truth Social screed claims that if Canada makes a trade deal with China "the first thing China will do is terminate ALL Ice Hockey being played in Canada and permanently eliminate The Stanley Cup." https://t.co/2ZbUmF1P7O Trump in the middle of his latest unhinged Truth Social screed claims that if Canada makes a trade deal with China "the first thing China will do is terminate ALL Ice Hockey being played in Canada and permanently eliminate The Stanley Cup." https://t.co/2ZbUmF1P7O"  
[X Link](https://x.com/DougKass/status/2021030105062179226)  2026-02-10T01:15Z 129.7K followers, [----] engagements


"The S and P Short Range Oscillator moved further into overbought at 2.23% v 1.76% (but still not an extreme reading) @dougkass @tomkeene @business @cnbc @KeithMcCullough"  
[X Link](https://x.com/DougKass/status/2021157999109079483)  2026-02-10T09:43Z 129.7K followers, [----] engagements


"With equities in a deeper overbought and at the high end of the perceived trading range we have taken a small Index short (at 4:15AM) in $SPY $695.50 (time stamped) @dougkass @tomkeene @business The S and P Short Range Oscillator moved further into overbought at 2.23% v 1.76% (but still not an extreme reading) @dougkass @tomkeene @business @cnbc @KeithMcCullough The S and P Short Range Oscillator moved further into overbought at 2.23% v 1.76% (but still not an extreme reading) @dougkass @tomkeene @business @cnbc @KeithMcCullough"  
[X Link](https://x.com/DougKass/status/2021161950269374943)  2026-02-10T09:58Z 129.7K followers, 10.9K engagements


"@KeithMcCullough $ARKK experienced the largest loss in the history of the ETF business because many retail lemmings bought near the end of the speculative advance in Woods' constituent holdings @dougkass Cathie Wood's Ark Invest $ARKK is now down 38% over the last [--] years. Meanwhile Nasdaq $QQQ has doubled over that same period. https://t.co/muVKe0qq1a Cathie Wood's Ark Invest $ARKK is now down 38% over the last [--] years. Meanwhile Nasdaq $QQQ has doubled over that same period. https://t.co/muVKe0qq1a"  
[X Link](https://x.com/DougKass/status/2021162775834222685)  2026-02-10T10:02Z 129.8K followers, [----] engagements


"Why is it the Superbowl halftime entertainer's job to unify the country Isn't there another person (the President of the United States) whose job description is along those lines No wait. What did that person (the President) do to unify the country Among numerous other things @potus delivered a horrific racist Truth Social tweet aimed towards the Obamas. @dougkass @carlquintanilla @business @guyadami @tomkeene @jimcramer @saraeisen @andrewrsorkin @jeffberkowitz1 @pboockvar Megyn Kelly to Piers Morgan: This attitude that you have right here is why you and Great Britain have lost your culture."  
[X Link](https://x.com/DougKass/status/2021190098591555805)  2026-02-10T11:50Z 129.7K followers, 10.1K engagements


"Since when does this relationship of any commodity tied to its cost of production provide a price floor (As your guest now suggests) That is a false narrative as commodities often fall below the cost of production (and rise well above the cost of production). If this was tautological explain the extreme moves of bitcoin over history particularly in the last five to ten years. @andrewrsorkin @BeckyQuick @SquawkCNBC @KeithMcCullough https://twitter.com/i/web/status/2021196876087796171 https://twitter.com/i/web/status/2021196876087796171"  
[X Link](https://x.com/DougKass/status/2021196876087796171)  2026-02-10T12:17Z 129.7K followers, [----] engagements


"Not bullish. Bullshit. @KeithMcCullough @SamofAmerica @hedgeye JUST IN: Bill Miller IV said live on CNBC that there is a reasonable chance we saw the bottom last week at $60k Bitcoin BULLISH 🚀 https://t.co/PmiIQce2Kb JUST IN: Bill Miller IV said live on CNBC that there is a reasonable chance we saw the bottom last week at $60k Bitcoin BULLISH 🚀 https://t.co/PmiIQce2Kb"  
[X Link](https://x.com/DougKass/status/2021207067382431968)  2026-02-10T12:58Z 129.8K followers, 21.5K engagements


"Why is it the Superbowl halftime entertainer's job to unify the country Isn't there another person (the President of the United States) whose job description is along those lines No wait. What did that person (the President) do to unify the country Among numerous other things @potus delivered a horrific racist Truth Social tweet aimed towards the Obamas. Moreover I didn't hear you object to Gloria Estefan and Shakira's amazing performances at a previous Super Bowl Halftime Show: (3) Robert Morris on X: "@rgajr13 @winning_trades @DougKass Here's Shakira & Gloria Estefan during their Halftime"  
[X Link](https://x.com/DougKass/status/2021220673834614963)  2026-02-10T13:52Z 129.7K followers, [----] engagements


"Presidents have been divisive figures in the past but they have not used creating division as part of their agenda. Trump does. @dougkass @business @carlquintanilla @tomkeene @pboockvar @DougKass One of the first things Biden promised was to unify America. Politicians run on someone doing a bad job and try their hardest to prevent anyone from doing their job. Its like firefighters starting fires so they have jobs. Sad. @DougKass One of the first things Biden promised was to unify America. Politicians run on someone doing a bad job and try their hardest to prevent anyone from doing their job."  
[X Link](https://x.com/DougKass/status/2021234526458958009)  2026-02-10T14:47Z 129.7K followers, [----] engagements


"Pissa. Panelist on show recommends $ROK - she says its a "sleeper stock." This "sleeper" has doubled in the last ten months. Jeez Louise. @dougkass @KeithMcCullough @SamofAmerica @hedgeye"  
[X Link](https://x.com/DougKass/status/2021332645645537717)  2026-02-10T21:17Z 129.7K followers, [----] engagements


"Financial stocks are "overearning" and subject to disruption. Altruist's tool is the tip of the iceberg. Today's share price declines are justified imho - as pricing of industry product offerings will become more commoditized. This was inevitable. Trading at historic premiums to tangible book value this overowned sector is a short imho. @tomkeene @business @ScottWapnerCNBC @SquawkCNBC @andrewrsorkin @BeckyQuick @cnbcfastmoney @HalftimeReport @pboockvar @Convertbond @RealJimChanos @saraeisen @SullyCNBC @michaelsantoli @Sarge986 @dougkass @KeithMcCullough @hedgeye @SamofAmerica"  
[X Link](https://x.com/DougKass/status/2021334842583953751)  2026-02-10T21:25Z 129.8K followers, [----] engagements


"$UBER one of the show's favorite longs hits a multi month low and is now close to -30% below its recent high. Crickets. @dougkass @KeithMcCullough"  
[X Link](https://x.com/DougKass/status/2021336496024977743)  2026-02-10T21:32Z 129.8K followers, [----] engagements


"Covering Index ($QQQ an $SPY Short Common and Calls @thestreetpro @dougkass With S&P cash [---] handles I am covering my short Index common and calls put on when equities were well in the black early this morning. (See below tweet) By Doug Kass Feb [--] [----] 4:04 PM ESTtaff Dougie Adding Some QQQ to My SPY Short @TheStreetPro I just shorted (QQQ) (to add to my (SPY) short earlier this morning): * QQQ $615.74 By Doug Kass Feb [--] [----] 9:26 AM EST Adding Some QQQ to My SPY Short @TheStreetPro I just shorted (QQQ) (to add to my (SPY) short earlier this morning): * QQQ $615.74 By Doug Kass Feb [--] 2026"  
[X Link](https://x.com/DougKass/status/2021348568137601265)  2026-02-10T22:20Z 129.7K followers, [----] engagements


"In the last [--] hours Cathie Wood Mike Saylor $MSTR and Tom Lee @fundstrat all said on @cnbc when asked where the bottom was in bitcoin - that the cost of production (which they said was $60k) was a floor. Below - average mining costs $69k. As I tweeted out the cost of productio isnt necessarily a floor to anything - commodities are known to trade below productions costs. I call BS to all these fugazzis who make up the $60k "bottom" narratives. They can't even get their facts correct. And I call BS to the people interviewing Woods Saylor and Lee -- who fail to challenge their assertions."  
[X Link](https://x.com/DougKass/status/2021349996554051940)  2026-02-10T22:26Z 129.7K followers, [----] engagements


"In the movie "Spaceballs" Mel Brooks character Yogurt famously exclaimed that its all about merchandising: "Merchandising merchandising where the real money from the movie is made. Spaceballs-the T-shirt Spaceballs-the Coloring Book Spaceballs-the Lunch box Spaceballs-the Breakfast Cereal Spaceballs-the Flame Thrower." In Fin TV it is too often concerned (see tweet below) about maintaining "access" to guests - with moderators lobbing slow pitches in their interviews. This approach is not designed to benefit the business media's most important stakeholder - its viewers. @dougkass @tomkeene"  
[X Link](https://x.com/DougKass/status/2021361896897789990)  2026-02-10T23:13Z 129.7K followers, [----] engagements


"In the extreme bitcoin is a headless Ponzi scheme. @dougkass @KeithMcCullough @SamofAmerica @hedgeye @andrewrsorkin @SquawkCNBC It currently costs $84K to mine a bitcoin only worth $69k https://t.co/CYXzMbNTPW It currently costs $84K to mine a bitcoin only worth $69k https://t.co/CYXzMbNTPW"  
[X Link](https://x.com/DougKass/status/2021504727851336094)  2026-02-11T08:40Z 129.7K followers, [----] engagements


"But wait isnt the cost of production much higher and Saylor Wood and Lee @fundstrat all said bitcoin's price can't breach thee cost of production (to the downside) @dougkass @andrewrsorkin @SquawkCNBC BREAKING: Bitcoin drops back below $67000 as selling pressure in crypto returns. https://t.co/bLS3hrCGBv BREAKING: Bitcoin drops back below $67000 as selling pressure in crypto returns. https://t.co/bLS3hrCGBv"  
[X Link](https://x.com/DougKass/status/2021507835079836001)  2026-02-11T08:53Z 129.7K followers, [----] engagements


"Two months ago a panelist on the "show" confidentally recommended Robinhood $HOOD at $136.20 (last $77) citing "nice technical formation held the [---] day moving average. Robinhood has matured as a company and I think it is one of the better exchanges to own." This is not an investment process its guessing. We rarely hear about the losers - they are swept under the rug. Winners by contrast are heralded. day-robinhood-delta-air-lines-ge-aerospace.html I call B.S. and I remain short. Not ad hominem factual. $JOET @KeithMcCullough @hedgeye @SamofAmerica @HedgeyeDJ @dougkass"  
[X Link](https://x.com/DougKass/status/2021530433909878857)  2026-02-11T10:23Z 129.7K followers, [----] engagements


"Win lose or draw. talking heads (like myself) should timestamp every trade. Memorializing trades is the honest way to communicate to readers/viewers - allowing them to determine who is value added. I have tried for a decade to have @cnbc memorialize their guests/panelists investment recommendations - to no avail. Wouldn't it be nice if they gave an intern or AI an assignment to do so What are they afraid of What's the matter Colonel Sandurz chicken (h/t Spaceballs the movie) @KeithMcCullough @Hedgeye @SamofAmerica @dougkass @ScottWapnerCNBC @carlquintanilla @andrewrsorkin @BeckyQuick"  
[X Link](https://x.com/DougKass/status/2021537515983745392)  2026-02-11T10:51Z 129.8K followers, [----] engagements


"Memo to the universal optimism about Lyft and Uber's share price prospects on Fin TV. Lyft or Uber. Neither $UBER @dougkass @hedgeye @KeithMcCullough"  
[X Link](https://x.com/DougKass/status/2021549070515601465)  2026-02-11T11:37Z 129.8K followers, [----] engagements


"Would the Administration move on if the Epstein files were released in Spanish @maddow @SRuhle @tomkeene @business @carlquintanilla @pboockvar @guyadami @dougkass The White House on Epstein: "We're moving on from that" No we are not. https://t.co/Lf3gZZGZCK The White House on Epstein: "We're moving on from that" No we are not. https://t.co/Lf3gZZGZCK"  
[X Link](https://x.com/DougKass/status/2021556882532417720)  2026-02-11T12:08Z 129.7K followers, [----] engagements


"How many Bitcoin holders does it take to change a light bulb None they operate in the dark. @dougkass @andrewrsorkin @saraeisen @ScottWapnerCNBC @tomkeene @business @carlquintanilla @KeithMcCullough @hedgeye @SamofAmerica @guyadami @Convertbond @pboockvar @cnbcfastmoney @SquawkCNBC @HalftimeReport @SullyCNBC You bought Bitcoin for $69000 in [----]. As of today your return is -1% Adjusted for inflation youre down -16.5% https://t.co/2hEKikhmau You bought Bitcoin for $69000 in [----]. As of today your return is -1% Adjusted for inflation youre down -16.5% https://t.co/2hEKikhmau"  
[X Link](https://x.com/DougKass/status/2021569697053864366)  2026-02-11T12:59Z 129.8K followers, [----] engagements


"@TheStreetPro More "Elder Abuse" Moved to large short GRNY at $25.43. Short MSFT $414.10 @KeithMcCullough @hedgeye"  
[X Link](https://x.com/DougKass/status/2021595108307574962)  2026-02-11T14:40Z 129.7K followers, [----] engagements


"Covered $MSFT short $404. @dougkass"  
[X Link](https://x.com/DougKass/status/2021606316024750327)  2026-02-11T15:24Z 129.8K followers, [----] engagements


"@SquawkCNBC Company interviews should be probing and not lobbing of softballs to executives who use their appearances as an investor relations stunt. That is not journalism it is pimping. Your principal stakeholder is your viewer. Access to companies should be secondary. Do we really want repeats of the Sam Bankman Fried (FTX) interview a month before the fraud was uncovered or the many Saylor smiling/confident $MSTR interviews (share price $450 to $125) or the daily Tom Lee @fundtsrat forecasts of $200k bitcoin This is not ad hominem it is common sense. Viewers portfolios should come before"  
[X Link](https://x.com/DougKass/status/2021939591939231849)  2026-02-12T13:28Z 129.8K followers, [----] engagements


"i know that @cnbc thinks that my tweets are attacks they are not. i am trying serve as a consumer advocate thru constructive and not ad hominem advice. @dougkass @DougKass @SquawkCNBC Very valuable constructive criticism for them @DougKass @SquawkCNBC Very valuable constructive criticism for them"  
[X Link](https://x.com/DougKass/status/2021940481756910008)  2026-02-12T13:32Z 129.8K followers, [----] engagements


"$TOST $TTAN Risk management is anathema to Fin TV panelists. In trying to improve their franchises they can never admit a mistake - its made easier without timestamps. It is certainly "fascinating" to listen to Josh on the show (gloss over) and rationalize buying more of a stock that is -35% this year (because he is a long term investor). $TTAN Thank goodness he owns only an oddlot in his personal account (if the size was disclosed he would be laughed off the air) - as his money management firm is ETF- based. It seems that panelists are never wrong (and never admit mistakes like Roy Cohn and"  
[X Link](https://x.com/DougKass/status/2019461317820567889)  2026-02-05T17:21Z 129.8K followers, 17.6K engagements


"Post Script: I just don't get why Judge Wapner (an otherwise intelligent sober and fact based moderator) makes a big deal (as he just did on @HalftimeReport @ScottWapnerCNBC ) that Josh Brown averaged down in his personal account in $TTAN (down -35% year to date). Scott by now knows Josh's money management firm only invests in ETFs and not stocks. The size of all of Josh's individual equity investments discussed on halftime are so meaningless - why is such drama built around his buy But perhaps more importantly why isn't the insignificant size of his position disclosed by Josh I simply don't"  
[X Link](https://x.com/DougKass/status/2019467618160099556)  2026-02-05T17:46Z 129.8K followers, 12.8K engagements


"Will Kevin Warsh decide to foresake the Fed Chair appointment and return to the private sector in light of the -25% drawdown in $EL (He is married to Ron Lauder's daughter Jane whose grandmother is Estee Lauder). Just joking @tomkeene @business @ferrotv @SquawkCNBC @andrewrsorkin @BeckyQuick @saraeisen @jimcramer @carlquintanilla @ScottWapnerCNBC @maddow @sruhle @Convertbond @SullyCNBC @pboockvar @guyadami @KeithMcCullough @hedgeye @SamofAmerica @WhitneyTilson https://twitter.com/i/web/status/2019688081943588954 https://twitter.com/i/web/status/2019688081943588954"  
[X Link](https://x.com/DougKass/status/2019688081943588954)  2026-02-06T08:22Z 129.8K followers, [----] engagements


"In the last [--] hours Cathie Wood Mike Saylor $MSTR and Tom Lee @fundstrat all said on @cnbc when asked where the bottom was in bitcoin - that the cost of production (which they said was $60k) was a floor. Below - average mining costs $86k. As I tweeted out the cost of production isnt necessarily a floor to anything - commodities are known to often trade below productions costs. Bitcoin is currently trading at $69k which is well below the production cost of $86k. See below @hedgeye I call BS to all these fugazzis who make up the $60k "bottom" narratives. They can't even get their freakin'"  
[X Link](https://x.com/DougKass/status/2021357573379703205)  2026-02-10T22:56Z 129.8K followers, 16.1K engagements


"Following my severe harness racing accident while driving a trotter in Pennsylvania in July [----] - I had an external fixator on my leg. It didn't "take" and I had an internal fixator (made of titanium) placed in my leg months later - which did the trick. The next year and a half I was in a wheelchair and full body cast (seven broken ribs and bones in my back in addition to broken legs collapsed lung etc.) - competing at the highest level has a downside Keith @dougkass @KeithMcCullough"  
[X Link](https://x.com/DougKass/status/2021943557582389704)  2026-02-12T13:44Z 129.8K followers, 11.3K engagements


"I remember recently writing a critical column on @thestreetpro which focused on that the panelists on the "shows" could not find a single negative market/economic datapoint (the transformation of the fundamental Equity Risk Premium to Equity Risk Discount was never a concern by the perma bull cabal nor was the S and P dividend year at a lowly 1.1% (35% of S and P annual total return was from dividends totally ignored) or 98%-tile valuations - and that there was no pushback from moderators challenging that assertion. They were giddy with optimism. Yesterday as with the last two weeks more"  
[X Link](https://x.com/DougKass/status/2022253134752501989)  2026-02-13T10:14Z 129.8K followers, [----] engagements


"and monkey will fly out of my butt (h/t Wayne's World) . @dougkass UBS: S&P [---] TO HIT [----] BY YEAR-END UBS Wealth Management expects the S&P [---] to climb to [----] by year-endabout 12% above current levelsdriven by Fed easing solid economic growth and continued AI momentum. While bullish on [----] UBS says markets may see near-term https://t.co/qmbNwS4RjI UBS: S&P [---] TO HIT [----] BY YEAR-END UBS Wealth Management expects the S&P [---] to climb to [----] by year-endabout 12% above current levelsdriven by Fed easing solid economic growth and continued AI momentum. While bullish on [----] UBS says"  
[X Link](https://x.com/DougKass/status/2022276518316069183)  2026-02-13T11:47Z 129.8K followers, [----] engagements


"@SquawkCNBC Joe Kernen with another politically motivated redundant and non value-added interview with the very smug and non objective Secretary of Treasury. No surprise here. Back to the golf course at Pebble Beach Joe. where he will have spent $70000 to play in the pro and am and fail to qualify for weekend play. Fore @dougkass @business @KeithMcCullough @hedgeye @SamofAmerica @guyadami @andrewrsorkin @jimcramer @pboockvar @guyadami https://twitter.com/i/web/status/2022286709078024333 https://twitter.com/i/web/status/2022286709078024333"  
[X Link](https://x.com/DougKass/status/2022286709078024333)  2026-02-13T12:28Z 129.8K followers, [----] engagements


""CRE specialist" Drawdown buying $CBRE in his personal account. "Its an easy trade." He says. Maybe yes maybe no - but little analysis supporting the purchase. "A tactical purchase." (What does that even mean) Based on the rationale expressed he is doing nothing more than putting his finger up in the air to determine the weather. Or maybe he is "making the move" based on an anecdote about his real estate experience at Ritholtz Mgt. Didn't he do the same with $UBER $TOST and many others More importantly trading at $144/share how many shares did he buy in his personal account [---] [---] Why build"  
[X Link](https://x.com/DougKass/status/2022359318146752997)  2026-02-13T17:16Z 129.8K followers, [----] engagements


"Trying to beat my age tomorrow. ready for the weekend @dougkass https://t.co/VqtPOz8AXi ready for the weekend @dougkass https://t.co/VqtPOz8AXi"  
[X Link](https://x.com/DougKass/status/2022365465029288332)  2026-02-13T17:41Z 129.8K followers, [----] engagements


"Genuine gibberish and double talk. @dougkass Dan Ives on @cnbc Drink @dougkass Dan Ives on @cnbc Drink @dougkass"  
[X Link](https://x.com/DougKass/status/2022405018935275727)  2026-02-13T20:18Z 129.8K followers, [----] engagements


"To those members of the fourth estate who have (in the past) and intend (in the future) to continue to lob softballs at $MSTR Taylor in excruciatingly non value added interviews in the business media -- please read my friend George Noble's simple explanation of the pablum that comes out of Saylor's mouth (almost on a daily basis): (24) George Noble on X: "@saylor just went on CNBC and said that if Bitcoin drops 90% he'll simply "refinance the debt" and "roll it forward." This guy is a desperate fraud who has NO CLUE what he's talking about. Let's actually look at what "rolling it forward""  
[X Link](https://x.com/DougKass/status/2022632319610175627)  2026-02-14T11:21Z 129.8K followers, 32.3K engagements


"Yesterday's Super Bowl contained two of the best Super Bowl ads in years: Will Compton on X: "#1 Super Bowl commercial so far You made Girl Dads everywhere tear up @LAYS / X Eric Daugherty on X: "🚨 JUST IN: Budweiser is being praised nationwide for an INCREDIBLY patriotic pro-America Super Bowl ad The culture is shifting. Companies want to be known for USA AGAIN. / X @andrewrsorkin @BeckyQuick @SquawkCNBC https://x.com/nicksortor/status/2020682195191398872/video/1 https://x.com/LAYS/status/2019078548393263587/video/1 For the companies advertising in the Super Bowl whose stocks may outperform"  
[X Link](https://x.com/DougKass/status/2020837367817376205)  2026-02-09T12:29Z 129.8K followers, 36.7K engagements


"All the fugazzis I warned you about over the last few months - that have no real investment process (yet reflect an extraordinary amount of smugness and self confidence) - will now be seen swimming naked as the tide begins to retreat. They don't timestamp so they will not take ownership their horrific investment recommendations which will now begin to melt. Many are compromised - most do not have your interest (or portfolio) in mind. Their interest is in waxing their own reputations and improving their brands. The interviews with company managements were mostly worthless - filled with sound"  
[X Link](https://x.com/DougKass/status/2022097101224915358)  2026-02-12T23:54Z 129.8K followers, 17.9K engagements


"Yesterday's Macro Show was among the most valuable and differentiated in months. with a none too subtle change expressed which contrasted directly with the "main stream giddiness" sourced by feckless and fatuous fools (on the Fin TV "shows") possessed with gut feels a rear view mirror irrelevant moving averages and without a bonafide investment process. As I noted in my previous tweet it is only when the tide goes out are they exposed for what they are. Preparing for ill market winds is a strategic advantage for as Grandma Koufax (yes that Koufax) "forewarned is forearmed." Good luck you will"  
[X Link](https://x.com/DougKass/status/2022259374069100981)  2026-02-13T10:39Z 129.8K followers, 13.2K engagements


"Coming up on @thestreetpro More Tales From Nvidia: The Depreciation "Tail and Spike" Will Be Painful to Mag7 Profits (Issue #178) * As free cash flow is plummeting. I decided to ask the AI about itself. In this case I asked Google Gemini about Googles $GOOGL financials. Below is the question and then the response. I guess not half bad but not half bad can be very misleading and very wrong. Specifically with regard to Geminis answer about the depreciation drag on EPS a full and correct answer would include the notion that if they keep spending the $175-$185 billion in CAPEX over their 4-6 year"  
[X Link](https://x.com/DougKass/status/2022266655770923504)  2026-02-13T11:08Z 129.8K followers, [----] engagements


"Wall Street protects its own. After her resignation Goldman Sachs' management is praising Ruemmler (who headed Goldman Sachs' reputational risk committee) - despite her relationship with Jeffrey Epstein. Read her smug emails with Epstein - her disregard for the victims will disgust you. Only on Wall Street. And you wonder why I have written (in the past) that "company executives often lie like ministers of finance on the eve of devaluation." I call more B.S. Shit no one else does @dougkass @KeithMcCullough @hedgeye @SamofAmerica @tomkeene @ferrotv @lisaabramowicz1 @business @maddow @sruhle"  
[X Link](https://x.com/DougKass/status/2022274872341086545)  2026-02-13T11:41Z 129.8K followers, 40.1K engagements


"@SquawkCNBC Joe Kernen should ask Salomon why it took the company so long to ask for the resignation of Ruemmler (who headed GS' "reputational risk committee"). post script: she remains on the Board of Finra - is she staying there David Salomon @andrewrsorkin Wall Street protects its own. After her resignation Goldman Sachs' management is praising Ruemmler (who headed Goldman Sachs' reputational risk committee) - despite her relationship with Jeffrey Epstein. Read her smug emails with Epstein - her disregard for the victims will Wall Street protects its own. After her resignation Goldman"  
[X Link](https://x.com/DougKass/status/2022306602942947536)  2026-02-13T13:47Z 129.8K followers, [----] engagements


"Joe Kernen throwing softballs at $GS Salomon - nothing new here (providing yet another company an opportunity to have a company advertisement . how about a question regarding the potential for AI to disrupt private wealth management Inconceivable @SquawkCNBC @andrewrsorkin"  
[X Link](https://x.com/DougKass/status/2022307359993847978)  2026-02-13T13:50Z 129.8K followers, [----] engagements


"@ScottWapnerCNBC $APP AppLovin not Lovin. -$90 overnight (-20%) now $365 Recommended two months ago on @HalftimeReport by Baruch $619 "it held support" and two weeks ago by $JOET at $570 (based on some technical mumbo jumbo) Crickets. No accountability. I call BS ad hominem not really this sort of investment boner is common place (but the accountability is not) - just Tim Russert style (go to the archived tapes) And I will continue to act as an advocate for the retail investor until @cnbc timestamps and takes ownership of losers @dougkass @KeithMcCullough @SamofAmerica @hedgeye I remember"  
[X Link](https://x.com/DougKass/status/2022315177182482559)  2026-02-13T14:21Z 129.8K followers, [----] engagements


"ready for the weekend @dougkass"  
[X Link](https://x.com/DougKass/status/2022365083301560355)  2026-02-13T17:39Z 129.8K followers, 11.5K engagements


"I call BS to these dumb trading narratives. Just made up. Viewers getting hip to this. Come on Farmer Jim caught naked with the tide going out. This helps to explain why the non rigorous and non disciplined perma bulls get wiped out in market corrections. @HalftimeReport @KeithMcCullough @Hedgeye @SamofAmerica"  
[X Link](https://x.com/DougKass/status/2022367537313231311)  2026-02-13T17:49Z 129.8K followers, [----] engagements


""At words poetic I'm so pathetic That I always have found it best Instead of getting them off of my chest To let them rest unexpressed I hate parading my serenading As I probably miss the bar But if this ditty is not so pretty At least it'll tell you how great you are You're the top You're the Coliseum You're the top You're the Louvre Museum You're a melody from a symphony by Strauss You're a Bendel bonnet a Shakespeare sonnet You're Mickey Mouse" - Cole Porter @dougkass @tomkeene @carlquintanilla @business @ScottWapnerCNBC @cnbc @gnoble79 @guyadami @KeithMcCullough @hedgeye 🔴HOLY COW:"  
[X Link](https://x.com/DougKass/status/2022635092233863215)  2026-02-14T11:32Z 129.8K followers, [----] engagements


"we remain short of $CRWV COREWEAVE CEO HAS LIQUIDATED SHARES AHEAD OF EARNINGS $CRWV https://t.co/dYMpuBSOd8 https://t.co/zozGjf5nfD COREWEAVE CEO HAS LIQUIDATED SHARES AHEAD OF EARNINGS $CRWV https://t.co/dYMpuBSOd8 https://t.co/zozGjf5nfD"  
[X Link](https://x.com/DougKass/status/2022796519829651732)  2026-02-14T22:14Z 129.8K followers, 14.6K engagements

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