#  @FetzInvests FetzInvests FetzInvests posts on X about $pltr, palantir, pltr, $grab the most. They currently have [---] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1655776889867325440/interactions)  - [--] Week [-------] +211% - [--] Month [-------] +191% - [--] Months [---------] +1,921% ### Mentions: [--] [#](/creator/twitter::1655776889867325440/posts_active)  - [--] Week [---] +19% - [--] Month [---] +34% - [--] Months [-----] +3,753% ### Followers: [---] [#](/creator/twitter::1655776889867325440/followers)  - [--] Week [---] +18% - [--] Month [---] +54% - [--] Months [---] +1,800% ### CreatorRank: [-------] [#](/creator/twitter::1655776889867325440/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #1729 [technology brands](/list/technology-brands) 42.31% [finance](/list/finance) 29.12% [cryptocurrencies](/list/cryptocurrencies) #5144 [automotive brands](/list/automotive-brands) 3.3% [social networks](/list/social-networks) 2.2% [exchanges](/list/exchanges) 1.1% [celebrities](/list/celebrities) 0.55% [countries](/list/countries) 0.55% **Social topic influence** [$pltr](/topic/$pltr) #14, [palantir](/topic/palantir) #50, [pltr](/topic/pltr) #19, [$grab](/topic/$grab) #4, [$bmnr](/topic/$bmnr) #16, [$hood](/topic/$hood) #722, [burry](/topic/burry) #4, [ibm](/topic/ibm) #11, [$ibm](/topic/$ibm) #1, [ai](/topic/ai) 6.59% **Top accounts mentioned or mentioned by** [@michaeljburry](/creator/undefined) [@amitisinvesting](/creator/undefined) [@grok](/creator/undefined) [@fundstrat](/creator/undefined) [@krossroads](/creator/undefined) [@hassionthemoon](/creator/undefined) [@zueriharis](/creator/undefined) [@realmattmoney](/creator/undefined) [@stevenfiorillo](/creator/undefined) [@tickertapx](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@papergainsinc](/creator/undefined) [@tweetyeezy](/creator/undefined) [@davidri24012971](/creator/undefined) [@incomesharks](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@stash](/creator/undefined) [@btcbesthedge](/creator/undefined) [@gibby_joe52901](/creator/undefined) [@badie912](/creator/undefined) **Top assets mentioned** [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [IBM (IBM)](/topic/ibm) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Ethereum (ETH)](/topic/$eth) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Verizon Communications Inc. (VZ)](/topic/$vz) [Bitcoin (BTC)](/topic/$btc) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Apple, Inc. (AAPL)](/topic/$aapl) [GameStop, Corp. (GME)](/topic/$gme) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Salesforce Inc (CRM)](/topic/$crm) [RAI Finance (SOFI)](/topic/$sofi) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Mario Coin (COIN)](/topic/$coin) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [ZetaChain (ZETA)](/topic/$zeta) [IonQ, Inc. (IONQ)](/topic/$ionq) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [AppLovin Corporation (APP)](/topic/$app) [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts Top posts by engagements in the last [--] hours "As a competing loan officer I'd say $RKT is a well oiled machine when it comes to home lending. Nearly every single client I work with gets HAMMERED by their ultra aggressive sales staff whenever I pull credit (trigger lead). One thing I will say is that the Homebuyers Privacy Protection Act being signed into law in September may be slightly bearish $RKT. I'd bet a large portion of their business comes from trigger leads as I know from personal experience competing with Rocket. https://twitter.com/i/web/status/2017232379723616490 https://twitter.com/i/web/status/2017232379723616490" [X Link](https://x.com/FetzInvests/status/2017232379723616490) 2026-01-30T13:44Z [---] followers, [----] engagements "$RR Yikes I missed this yesterday π¬ "Microsoft denies "commercial" relationship with Richtech Robotics after $RR added $370 million in market cap after announcing a "close collaboration." Microsoft told us the engagement was a "standard" customer program." Not a great look" [X Link](https://x.com/FetzInvests/status/2017233943204938094) 2026-01-30T13:50Z [---] followers, [---] engagements "Very appropriate day for Crypto Winter to start π" [X Link](https://x.com/FetzInvests/status/2017686159007043937) 2026-01-31T19:47Z [---] followers, [---] engagements "Good morning Friends Huge week for my portfolio: - The White House to meet with banking & crypto executives tomorrow to discuss the stalled Senate crypto bill. - $PLTR earnings after the bell - $PYPL earnings before the open Tuesday - Non-Farm payrolls Friday I think we see a deep red today in a few high beta names but settle down into Tuesday and Wednesday. Regardless Im thankful for the ability to invest and capitalize on some of these discounts. Ill forever regret not buying more $PLTR during the [----] lows and wont let that happen ever again with the names I have high conviction in Ready" [X Link](https://x.com/FetzInvests/status/2018310823924428840) 2026-02-02T13:09Z [---] followers, [----] engagements "HUGE WEEK THIS WEEK FOR THE MARKET - The White House to meet with banking & crypto executives tomorrow to discuss the stalled Senate crypto bill. - $PLTR earnings after the close today - $PYPL earnings before the open Tuesday - $AMD reports Tuesday after the close - $GOOGL reports Wednesday after the close - $AMZN reports Thursday after the close - Non-Farm payrolls Friday I expect some chop Great time to sell covered calls in my opinion lets have a great week folks Good morning Friends Huge week for my portfolio: - The White House to meet with banking & crypto executives tomorrow to discuss" [X Link](https://x.com/FetzInvests/status/2018336548404527451) 2026-02-02T14:51Z [---] followers, [----] engagements "$PLTR Q4 Earnings: JESUS CHRIST LORD ALMIGHTY 70% YOY REVENUE GROWTH - EPS [----] vs [----] (Beat by 9%)β - Revenue $1.407B vs $1.34B (Beat by 5%) β - Performance EPS up 79% YoY up 19% QoQ β - Revenue up 70% YoY up 19% QoQβ - RULE OF [--] AT [---] β THE PALANTIR TEAM DOES IT AGAIN SOFTWARE THE DOMINTAES EATING SAAS COMPANIES FOR LUNCH THE NEXT $PLTR IS $PLTR GO BACK TO YOUR CAVES BEARS https://twitter.com/i/web/status/2018431479047455181 https://twitter.com/i/web/status/2018431479047455181" [X Link](https://x.com/FetzInvests/status/2018431479047455181) 2026-02-02T21:08Z [---] followers, [----] engagements "Can you hear me now I sold $PYPL this morning for $VZ Its worked out well so far π€· I SOLD OUT OF $PYPL The past [--] hours have been crazy as a $PLTR & $PYPL investor with two drastically different outcomes for both companies Im extremely happy and proud to be a $PLTR investor Im extremely disappointed with $PYPL Becuase of this Ill be taking a loss https://t.co/kZ08gz5IiU I SOLD OUT OF $PYPL The past [--] hours have been crazy as a $PLTR & $PYPL investor with two drastically different outcomes for both companies Im extremely happy and proud to be a $PLTR investor Im extremely disappointed with" [X Link](https://x.com/FetzInvests/status/2018775723419570460) 2026-02-03T19:56Z [---] followers, [---] engagements "Took a quick peak and MAN were red π $PLTR $BMNR $GRAB. my portfolio is in pain All I have to say is:" [X Link](https://x.com/FetzInvests/status/2019067073620521291) 2026-02-04T15:14Z [---] followers, [---] engagements "Thankful the green $VZ is giving me in this sea of red π Can you hear me now I sold $PYPL this morning for $VZ Its worked out well so far π€· https://t.co/agbq8GzC64 Can you hear me now I sold $PYPL this morning for $VZ Its worked out well so far π€· https://t.co/agbq8GzC64" [X Link](https://x.com/FetzInvests/status/2019086474373718070) 2026-02-04T16:31Z [---] followers, [---] engagements "Im a $BMNR bull I believe $ETH will be higher But Im not unaware to the fact that Tom Lee knowingly or not may have orchestrated the biggest retail rug pull in the history of rug pulls. Tough times in crypto folks π" [X Link](https://x.com/FetzInvests/status/2019414251740270638) 2026-02-05T14:14Z [---] followers, [----] engagements "Sold $PYPL for $VZ π¬ https://t.co/OHTIRObRSH https://t.co/OHTIRObRSH" [X Link](https://x.com/FetzInvests/status/2019462838591365504) 2026-02-05T17:27Z [---] followers, [----] engagements "I absolutely agree. I think we need to get through this month. all of these software names like $CRM $SNOW $FIG and so many other software names report througout this month. The SaaS selloff is way too oversold at this point in my opinion. If we continue to see strong earnings especially from these SaaS names then I think we see a V-Shape reversal in tech names. Can't speak much for Crypto. I'm starting to join the Crypto winter boat at this level. https://twitter.com/i/web/status/2019508279077138916 https://twitter.com/i/web/status/2019508279077138916" [X Link](https://x.com/FetzInvests/status/2019508279077138916) 2026-02-05T20:27Z [---] followers, [---] engagements "$AMZN Q4 EARNINGS: Revenue $213.4B vs Est. $211.3B β EPS $1.95 vs Est. $1.96 π΄ AWS Sales $35.6B vs Est. $34.9B β Q1 Guidance: Revenue $176B vs Est. $175B β Operating Income $19B vs Est. $12B β FY26 Guidance: CapEx $200B vs Est. $146Bπ΄" [X Link](https://x.com/FetzInvests/status/2019519023117980023) 2026-02-05T21:10Z [---] followers, [---] engagements "His comp package. excuse the AI: Tom Lees BMNR compensation package (as Executive Chairman per shareholder-approved plan): Guaranteed cash: $35M total $15M upfront upon approval $5M annual retainer for [--] years Performance bonuses: Up to $60M (binary $15M/year for FY [--------] if revenue targets hit: $200M $500M progressively) Equity: 6M shares 1.5M time-based RSUs (vest over [--] years) 4.5M performance-based PSUs tied to stock price market cap growth and ETH supply ownership targets (e.g. toward 5%) Total potential: $95M+ cash + equity value (speculated $100M+ in some discussions depending on" [X Link](https://x.com/FetzInvests/status/2019575308051988909) 2026-02-06T00:54Z [---] followers, [--] engagements "Okay people I understand some of you are going through it and I won't lie to you this move has been a painful one. Especially if you're in some of the biggest winners last year like $PLTR $HOOD $SOFI ect. The movements we're seeing in high risk assets such as $BTC & $ETH happen. These cycles happen and right now risk off seems to be the way the market is leaning towards at the moment with all the uncertainty. What I really want to say though if you've made it this far is this: YOU WILL MAKE IT THROUGH THIS A quick story from my own experience with a drawdown period: I personally started" [X Link](https://x.com/FetzInvests/status/2019589159648690672) 2026-02-06T01:49Z [---] followers, [---] engagements "@iamgordonfrog Agreed I guess you can call me one too because I was buying $BMNR in the 40's & 30's π€£" [X Link](https://x.com/FetzInvests/status/2019590770513133880) 2026-02-06T01:55Z [---] followers, [---] engagements "@RealMattMoney Just rubbing in the snow at this point Mr. White House quant π" [X Link](https://x.com/FetzInvests/status/2019604910564864171) 2026-02-06T02:51Z [---] followers, [---] engagements "@starrgazzing987 I do not I wish I owned both frankly but Im fully invested in $BMNR $GRAB $PLTR and $VZ at the moment" [X Link](https://x.com/FetzInvests/status/2019739794855608656) 2026-02-06T11:47Z [---] followers, [---] engagements "The best thing about $PLTR bears for me is they cant say anything about the company Lets list of some reasons for some of Palantirs big drawdowns in the past 2-3 years: [--]. April Liberation day sell off (entire market crashed) [--]. Michael Burry short position (which he pulled out of because he got burned because who shorts $NVDA & $PLTR) [--]. Entire SaaS AI will kill your business narrative that Palantir just definitively proved they dont deserve to be involved but hey your entire sector goes down makes sense you trend with it. All of these had pretty much V-share recoveries BTW π€· The best part" [X Link](https://x.com/FetzInvests/status/2019746865714016398) 2026-02-06T12:15Z [---] followers, [---] engagements "The question is. Who is the winner of this capex spend I vote $NVDA $NBIS & $AVGO Big tech plans to spend BIG on AI in [----] Heres how much big tech plans to spend on CAPEX in [----] $200 Billion - Amazon $AMZN $180 Billion - Google $GOOGL $125 Billion - Meta Platforms $META $117.5 Billion - Microsoft $MSFT $20 Billion - Tesla $TSLA $13 Billion - Apple $AAPL https://t.co/7BCajS979C Big tech plans to spend BIG on AI in [----] Heres how much big tech plans to spend on CAPEX in [----] $200 Billion - Amazon $AMZN $180 Billion - Google $GOOGL $125 Billion - Meta Platforms $META $117.5 Billion - Microsoft" [X Link](https://x.com/FetzInvests/status/2019764196938797296) 2026-02-06T13:24Z [---] followers, [---] engagements "Fair man Youve obviously been very successful in the market which means youve taken lessons youve learned and applied it to your journey which is how youre still here today. Im [--] now so I have a solid 20-30ish more years of growth ahead For me Ill continue to stay in high beta. I havent lived through a [----] event. most pullbacks Ive been apart of have lasted max 12ish months. How did you manage that when that came around https://twitter.com/i/web/status/2019766175211618467 https://twitter.com/i/web/status/2019766175211618467" [X Link](https://x.com/FetzInvests/status/2019766175211618467) 2026-02-06T13:32Z [---] followers, [----] engagements "WE ARE SO BACK https://t.co/w0Ep9RakWf WE ARE SO BACK https://t.co/w0Ep9RakWf" [X Link](https://x.com/FetzInvests/status/2019777972303954327) 2026-02-06T14:19Z [---] followers, [---] engagements "@alifarhat79 $BMNR for me rn" [X Link](https://x.com/FetzInvests/status/2019778973232685086) 2026-02-06T14:23Z [---] followers, [---] engagements "$BMNR MOONING π" [X Link](https://x.com/FetzInvests/status/2019783346537042169) 2026-02-06T14:40Z [---] followers, [---] engagements "Same I actually put a hedge on $PLTR with CCs at $165 for June 18th just because I was expecting some sort of drawdown and this was actually very helpful. I rolled those up for a profit and have them expiring February 20th at $125. If we get close to that number by expiration Ill roll out closer to the end of the year and pay a credit if I have to for a $200 strike. I think with the volatility we see this year those will be manageable. https://twitter.com/i/web/status/2019789553775604028 https://twitter.com/i/web/status/2019789553775604028" [X Link](https://x.com/FetzInvests/status/2019789553775604028) 2026-02-06T15:05Z [---] followers, [--] engagements "Its a covered call market right now mine have printing so far this year π Ive been rolling $PLTR positions as needed and done a bit with $BMNR BUT have been more cautious as Im well below my average price of $38. I always try to roll for a net credit BUT will pay a debit if Im wanting to be seriously cautious. I dont do anything with $GRAB since premiums arent worth the squeeze. ITM in my $PLTR $125 strikes for 2/20 but will roll up and out depending on where we end next week. I definitely do not want to lose my shares Im not an expert at options by any means but Im posting this so others" [X Link](https://x.com/FetzInvests/status/2019864008505925701) 2026-02-06T20:01Z [---] followers, [---] engagements "Tom Lee @fundstrat just now on CNBC on $BMNR: Bitmine has no leverage it has roughly [---] million Ethereum that earns 3% annually and we have about $600M in cash earning about 4% in money markets. So the company is making about $1000000 a day" [X Link](https://x.com/FetzInvests/status/2019870862380527916) 2026-02-06T20:28Z [---] followers, [---] engagements "Im very interested to see the $BMNR accumulation rate of $ETH next week I expect that would give us a solid tell whether or not @fundstrat & company believe were near a bottom $ETH accumulation has accelerated slightly the last couple weeks so well see next Monday where it stands 70% of the way to 5% supply of Ethereum goal. https://twitter.com/i/web/status/2019880697146577254 https://twitter.com/i/web/status/2019880697146577254" [X Link](https://x.com/FetzInvests/status/2019880697146577254) 2026-02-06T21:07Z [---] followers, [---] engagements "@Miko_Invest @amitisinvesting @stevenfiorillo @YouTube No doubt That Long Island communication style is a brand all in itself π" [X Link](https://x.com/FetzInvests/status/2020195037456580679) 2026-02-07T17:56Z [---] followers, [--] engagements "How I feel after dipping my toe into $BMNR after Tom Lee said $ETH was going to $15000 by the end of [----] π" [X Link](https://x.com/FetzInvests/status/2020345263190368376) 2026-02-08T03:53Z [---] followers, [----] engagements "Good morning friends Lots to be thankful for today ITS SUPER-BOWL SUNDAY Frankly I hate the Patriots and the Seahawks (Im a Dolphins guy) so Im just hoping for a good game. Personally Im to be ultra aware of which companies are doing ads Last year after the Super Bowl $HIMS went on a 40% run after their Super Bowl commercial went viral so Ill be paying attention to any social arbitrage plays for the coming days. This Super Bowl. Im a commercial guy Why do you like watch the Super Bowl https://twitter.com/i/web/status/2020500846790820316 https://twitter.com/i/web/status/2020500846790820316" [X Link](https://x.com/FetzInvests/status/2020500846790820316) 2026-02-08T14:11Z [---] followers, [---] engagements "@KobeissiLetter All of these things and youre bearish" [X Link](https://x.com/FetzInvests/status/2020512409723502598) 2026-02-08T14:57Z [---] followers, 10.7K engagements "For RobinHood $HOOD investors: I have a question around prediction markets which I thought was appropriate with it being Super Bowl Sunday. Personally I dont necessarily agree with having prediction markets involved with an investing app. At first I didnt necessarily have this opinion. But after speaking to several people who have struggled in the past with gambling addictions their opinion on this has convinced me that its much too easy to have access to particularly sports betting right inside the app thats meant for investing. My question is simple: Do you believe Robinhood should include" [X Link](https://x.com/FetzInvests/status/2020547615050383814) 2026-02-08T17:17Z [---] followers, [----] engagements "@TedPillows I agree PT for $ETH: roughly $1250 PT for $BTC: roughly $35000 Personally I hope Im way off But if they get their Im buying the hell out of $BMNR" [X Link](https://x.com/FetzInvests/status/2020552100833378761) 2026-02-08T17:35Z [---] followers, [---] engagements "I think thats a great solution I was listening to that interview yesterday Amit had with Abhishek and it sounds like the team at RobinHood is debating that very same point at this moment. My only concern having spoken to a couple friends whove had real issues with gambling is would the question to separate them at all be a trigger to maybe relapse I know thats an extreme situation VERY few and far between but Im sure there are people out there like that. Particularly around sports betting for whatever reason people seem to have the biggest problem with that. I totally understand why Robinhood" [X Link](https://x.com/FetzInvests/status/2020557524311715957) 2026-02-08T17:57Z [---] followers, [--] engagements "I would think a stand-alone app would be better as well. You can still have it under the umbrella of RobinHood but just like they have the RobinHood Banking app they should also have a RobinHood Prediction Market app. I think RobinHood gives users access to enough resources for it to not necessarily be gameaffying investing BUT there is a fine line and RobinHood does a fair job walking it so that opinion on whether your think that is or isnt the case really comes down to the individual. I think theyre aware and are coming up with some solutions. With that said. I also think prediction markets" [X Link](https://x.com/FetzInvests/status/2020567158577655987) 2026-02-08T18:35Z [---] followers, [--] engagements "I agree. Personally Im leaning more towards them having a totally separate app similar to how they have Robinhood and Robinhood Banking. But I agree the ability to more seamlessly remove prediction markets would be a net positive. My only worry is for those who may have serious gambling addictions but then the argument boils down to should they even be investing at all as they could just as easily turn investing into a similar addiction Lots of nuance here no question. https://twitter.com/i/web/status/2020567717170778146 https://twitter.com/i/web/status/2020567717170778146" [X Link](https://x.com/FetzInvests/status/2020567717170778146) 2026-02-08T18:37Z [---] followers, [---] engagements "I havent seen anything confirming that even in their website. I pulled this from their website. Here is a direct quote I feel is aimed at $HOOD: If gambling becomes a more mainstream activity and as more and more companies conflate investing and gambling into a single experience we owe it to our kids and younger investors more broadly to make sure they understand the differences https://www.aboutschwab.com/mss/story/how-investing-and-gambling-are-not-the-same https://www.aboutschwab.com/mss/story/how-investing-and-gambling-are-not-the-same" [X Link](https://x.com/FetzInvests/status/2020576476978896962) 2026-02-08T19:12Z [---] followers, [--] engagements "Oh I totally understand and agree. The prediction market revenue is a great pillar for Robinhood and I dont think theyll ever actually remove that as it wouldnt make business sense. I personally dont use them actively outside of maybe reviewing for sentiment review. With that said I do think there are ways they can differentiate their offering a bit more. Maybe a new app or a separate page on their current app. As of now prediction markets are offered directly below your current investment positions when fundamentally they are completely different products (or should be anyways). Just my own" [X Link](https://x.com/FetzInvests/status/2020581278404448422) 2026-02-08T19:31Z [---] followers, [--] engagements "@KrisPatel99 Im right there with you on the Banking App. I actually got my Robinhood card instantly but banking has been substantially slower. I originally requested it in September so were on month [--] of me waiting for the product invite" [X Link](https://x.com/FetzInvests/status/2020581868249497696) 2026-02-08T19:33Z [---] followers, [---] engagements "I hear you Matt I think there needs to be a much bigger divide personally I think theyll make the moves to do it as well. Although the revenue is nice the reputation $HOOD carries as an investment platform for young people can be harmed. Time will tell how they make adjustments. but I hope the money doesnt keep them from doing the right thing. I personally would advocate for a totally different app away from the investment app. https://twitter.com/i/web/status/2020613500096184587 https://twitter.com/i/web/status/2020613500096184587" [X Link](https://x.com/FetzInvests/status/2020613500096184587) 2026-02-08T21:39Z [---] followers, [---] engagements "@leegoins11 100% agree man. Robinhoods goal is to have long term users on their platform. Hard for some users to do that if they burn all their money on a Super Bowl bet π€·" [X Link](https://x.com/FetzInvests/status/2020613768263487892) 2026-02-08T21:40Z [---] followers, [--] engagements "Seems the consensus so far is most are against $HOOD having prediction markets within the investing app I personally think another app should be created similar to how they have the RobinHood app and the RobinHood banking app. The RobinHood Prediction Market app I think it would allow RobinHood to: [--]. Further separate gambling from investing killing the narrative Robinhood is an unserious investment platform [--]. Allow Robinhood to more heavily advertise specifically its prediction market & investing platform separately. Allowing for more niche marketing opportunities [--]. Become a better overall" [X Link](https://x.com/FetzInvests/status/2020633881825644648) 2026-02-08T23:00Z [---] followers, [----] engagements "Did OpenAI just do a vibe coding commercial" [X Link](https://x.com/FetzInvests/status/2020649981305331734) 2026-02-09T00:04Z [---] followers, [---] engagements "I found the reason why $DUOL is down 70% in [--] year 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/FetzInvests/status/2020654480212238745) 2026-02-09T00:22Z [---] followers, [---] engagements "Super Bowl was a 4/10 overall - Ads were meh - Halftime show was fine - Game sucked Anybody crack the $CRM million dollar ad yet" [X Link](https://x.com/FetzInvests/status/2020696087045279929) 2026-02-09T03:07Z [---] followers, [---] engagements "@TickerTapX If there was a missed it Here are a few I wrote down: Open AI: Vibe code a thing $META: hey guys glasses are cool Trump accounts: Jumpstart the American Dream $RKT: Will you be my neighbor $MSFT: Co-Pilot coach $COIN: Rock your body" [X Link](https://x.com/FetzInvests/status/2020830458913976637) 2026-02-09T12:01Z [---] followers, [--] engagements "Good morning Lot's to be thankful for today This week $GRAB reports earnings (Wednesday after the close) so I'm excited to see what they will be doing to grow the business as they continue to hold onto that massive $7B cash pile. If we can: - Get clarity of their large cash reserve - See continued +20% revenue growth - Maintain profitability - Get a bigger emphasis on the usage of AI particularly with the use of AI mapping and drone delivery Then I would say the earnings call would be a success. $GRAB continues to grow & institutions have been accumulating at a rapid rate. hopefully their" [X Link](https://x.com/FetzInvests/status/2020863932412379377) 2026-02-09T14:14Z [---] followers, [---] engagements "PSA BUY STOCKS WHEN THEY ARE DOWN There are a ton of names out there right now that are offering solid entry points: [--]. $PLTR below $140 [--]. $BMNR below $20 [--]. $ONDS at $10 [--]. $GRAB below $4.50 [--]. $ZETA below $17 [--]. $META below $700 [--]. $MSFT at $400 I can keep going but you get the point Who cares if they go lower Buy now and enjoy the ride for the next 3-5 years Youll be thankful you did https://twitter.com/i/web/status/2020873042763685901 https://twitter.com/i/web/status/2020873042763685901" [X Link](https://x.com/FetzInvests/status/2020873042763685901) 2026-02-09T14:50Z [---] followers, [---] engagements "$BMNR I've said it before and I'll say it again The BitMine moonshot investment into Mr. Beast & beast industries is a underappreciated play by @fundstrat and team. This in my eyes is easily a future 10xer for $BMNR It's not just a chocolate play π https://www.businessinsider.com/mrbeast-company-is-buying-a-banking-app-2026-2 I'm seeing a lot of hate on the investment $BMNR made in Beast Industries I 100% disagree with the criticism and I wanted to provide my thoughts on this: [--]. The first point I want to make is this investment is very small relative to the companies size. $200Million while" [X Link](https://x.com/FetzInvests/status/2020924007370137970) 2026-02-09T18:13Z [---] followers, [---] engagements "I love this. One of the biggest problems young Americans have today is the belief theyll never get ahead Thats a lie being told by the people who dont ever want you to get ahead The reality is if youre deliberate and tactical about where you place your money you can become better off financially than even you imagined. Hard work and knowledge is what makes people successful. I fully support helping young people learn more about investing and establishing themselves at a young age https://twitter.com/i/web/status/2020927675549036910 https://twitter.com/i/web/status/2020927675549036910" [X Link](https://x.com/FetzInvests/status/2020927675549036910) 2026-02-09T18:27Z [---] followers, [---] engagements "@Mr_Derivatives Precisely why $HOOD should better separate prediction markets from the investment app" [X Link](https://x.com/FetzInvests/status/2020935515508441181) 2026-02-09T18:59Z [---] followers, [---] engagements "Does the Clarity act get passed in [----] $BTC $ETH Yes No I have no clue Yes No I have no clue" [X Link](https://x.com/FetzInvests/status/2020936944931217500) 2026-02-09T19:04Z [---] followers, [---] engagements "$PLTR Michael Burry the last time he attempted to short Palantir I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE" [X Link](https://x.com/FetzInvests/status/2021034175038709986) 2026-02-10T01:31Z [---] followers, [----] engagements "@glodnagogi @michaeljburry Dude called that over [--] years ago He thinks $IBM does what $PLTR does just an FYI π" [X Link](https://x.com/FetzInvests/status/2021039794332025201) 2026-02-10T01:53Z [---] followers, [---] engagements "@em013L Emir he thinks $IBM does what Palantir does π" [X Link](https://x.com/FetzInvests/status/2021207130460631265) 2026-02-10T12:58Z [---] followers, [---] engagements "Good morning friends π So much to be thankful for today. Here are a few things I'm thankful for: [--]. Michael Burry posting about $PLTR (When he thinks $IBM does the same thing π€£) [--]. My hard working wife [--]. The roof over my head [--]. The ability to invest in one of the most bullish markets in history What are you thankful for today https://twitter.com/i/web/status/2021223360273723820 https://twitter.com/i/web/status/2021223360273723820" [X Link](https://x.com/FetzInvests/status/2021223360273723820) 2026-02-10T14:02Z [---] followers, [---] engagements "Hey Grok What was Michael Burry's percentage loss assuming he shorted Palantir in Q3 of [----] per his 13F he filed in November That would mean he would have started shorting when Palantir was around $170-$185 and it ran all the way to $207 at one point. Isn't it funny after he announced his short on Palantir & Nvidia he then liquidated his fund and became a blogger https://twitter.com/i/web/status/2021228236831621213 https://twitter.com/i/web/status/2021228236831621213" [X Link](https://x.com/FetzInvests/status/2021228236831621213) 2026-02-10T14:22Z [---] followers, [--] engagements "π¨π¨BREAKING: Palantir $PLTR and Airbus just announced a [--] year extension to their contract worth $1 Billion" [X Link](https://x.com/FetzInvests/status/2021251645250666572) 2026-02-10T15:55Z [---] followers, [---] engagements "As you heard above Michael Burry really does think $IBM and $PLTR really do the same thing. To be fair I wanted to understand why he was saying this and after some quick research I quickly found out why someone who doesn't want to do a real deep dive would generally believe that $PLTR and $IBM are similar. This is what is pulled up when you google: "Do Palantir & IBM offer similar products" As you can see according to google IBM offers "competing products" to Palantir https://twitter.com/i/web/status/2021270162603946065 https://twitter.com/i/web/status/2021270162603946065" [X Link](https://x.com/FetzInvests/status/2021270162603946065) 2026-02-10T17:08Z [---] followers, [---] engagements "Now before I address these individually we need to understand why $PLTR is getting the hype that it is. One word: Efficiency. That's it. That's why Palantir is getting the premium they are getting. Imagine this: You're an investigator at Fannie Mae tasked with finding mortgage fraud. The speed in which you find this fraud could be the difference in those funds being recovered or not. Faster detection is critical because mortgage fraud introduces massive often irreversible financial risks to lenders homebuyers and the broader U.S. economy. When the detection process is manual and takes [--] days" [X Link](https://x.com/FetzInvests/status/2021270165095092466) 2026-02-10T17:08Z [---] followers, [---] engagements "Now lets address intelligence analysis bracket of that googled chart. Here are what the products generally are: - Palantir's Gotham: a comprehensive integrated platform that automatically unifies messy incomplete data into a single operational picture seamlessly. - IBM i2 Analyst's Notebook: requires a much more manual approach to data preparation. Analysts must first collect their data and then import it into the application often having to manually create and define many of the relationships between data points. This is leaving out the fact that Gotham is used for Military & defense" [X Link](https://x.com/FetzInvests/status/2021270167230054508) 2026-02-10T17:08Z [---] followers, [---] engagements "Enterprise Data Platform: Foundry Vs Cloud Pak Funny enough $PLTR previously had a partnership with $IBM with these exact products. This is important to understand as I'd argue this could be another reason Burry believes Palantir & IBM offer the same products Palantir and IBM partnered in February [----] primarily to simplify how businesses deploy artificial intelligence (AI) and scale its use across complex siloed data environments. By combining Palantir's Foundry "ontology" with IBM's Cloud Pak for Data they aimed to bridge the gap between theoretical AI pilots and real-world operational" [X Link](https://x.com/FetzInvests/status/2021270169457164325) 2026-02-10T17:08Z [---] followers, [---] engagements "AI DEVELOPMENT: AIP vs WatsonX These are each companies individual AI platforms. enterprise-focused AI platforms designed to securely integrate generative AI into operational workflows though they differ in their primary focus: - Palantir AIP is an "action" platform. It builds a digital twin of your company (the Ontology) so AI agents can immediately solve operational problems by actually pushing the buttons for you. Its built for speed and execution. - IBM watsonx is a "foundational" platform. It provides a toolkit to build train and audit your own AI. It focuses heavily on governance and" [X Link](https://x.com/FetzInvests/status/2021270171399356568) 2026-02-10T17:08Z [---] followers, [---] engagements "To Summarize everything I've mentioned. here are the key differences between $IBM and $PLTR: Palantir builds a "digital twin" of your business to drive immediate action while IBM provides a "factory" for building tuning and governing AI models. What's the difference you ask It goes back to the one word that matters: Efficiency When users apply Palantir's technology it allows them to see an end to end version of the busies on a digital level which allows the client to implement data understand that data and come to actionable decision based on the inputs. Speeding up the business cycle as a" [X Link](https://x.com/FetzInvests/status/2021270173777383633) 2026-02-10T17:08Z [---] followers, [---] engagements "@TickerTapX I appreciate you Ticker You the man π«‘" [X Link](https://x.com/FetzInvests/status/2021272025805824474) 2026-02-10T17:16Z [---] followers, [---] engagements "The grand consensus is the Clarity Act gets passed this year Today should be a nice indicator of that. I wonder how this changes once we get additional news Does the Clarity act get passed in [----] $BTC $ETH Does the Clarity act get passed in [----] $BTC $ETH" [X Link](https://x.com/FetzInvests/status/2021300661262938595) 2026-02-10T19:10Z [---] followers, [---] engagements "@Kross_Roads Agreed Hard to take him seriously when he believes $PLTR & $IBM do basically the same thing" [X Link](https://x.com/FetzInvests/status/2021323250379243781) 2026-02-10T20:39Z [---] followers, [---] engagements "$HOOD Q4 EARNINGS: - Revenue of $1.28B vs $1.33B expectedπ΄ - EPS of $0.66 vs $0.63 expectedβ Stock is down 9% after hours" [X Link](https://x.com/FetzInvests/status/2021330344989937876) 2026-02-10T21:08Z [---] followers, [---] engagements "$BMNR cracks below $20 again" [X Link](https://x.com/FetzInvests/status/2021331352243798397) 2026-02-10T21:12Z [---] followers, [---] engagements "Absolutely Buy more $PLTR So many newer investors depressed their favorite names are getting wrecked for no good reason. Why you youngbloods acting like youre six months from retirement living off fixed income Prime earning years with this kind of volatility is the dream DCA deeper into your highest So many newer investors depressed their favorite names are getting wrecked for no good reason. Why you youngbloods acting like youre six months from retirement living off fixed income Prime earning years with this kind of volatility is the dream DCA deeper into your highest" [X Link](https://x.com/FetzInvests/status/2021352650684629096) 2026-02-10T22:36Z [---] followers, [---] engagements "@SecScottBessent @POTUS @realDonaldTrump Hey Scott Howd the clarity act meeting go π" [X Link](https://x.com/FetzInvests/status/2021360685654172142) 2026-02-10T23:08Z [---] followers, [----] engagements "RT @FetzInvests: For Michael Burry supporters & $PLTR Investors: A thread π§΅ Mr. Burry has stated $IBM basically does what Palantir does" [X Link](https://x.com/FetzInvests/status/2021366065918333073) 2026-02-10T23:29Z [---] followers, [--] engagements "@LazaroInvestor $GRAB onto your butts π" [X Link](https://x.com/FetzInvests/status/2021602224141468009) 2026-02-11T15:08Z [---] followers, [---] engagements "Retail Darlings Drawdown From Highs $HOOD -52% $IREN -46% $PLTR -35% $APP -38% $ORCL -53% $HIMS -76% $IONQ -58% $SOFI -36% $COIN -63% $CRWV -49% $CRDO -37% $RDDT -47% $NBIS -35% $ONDS -33% $RKLB -28% $ASTS -19% $ZETA -34% $BMNR -85% Which of these are you buying" [X Link](https://x.com/FetzInvests/status/2021603746023682419) 2026-02-11T15:14Z [---] followers, [----] engagements "@philrosenn @DivesTech I made a post about this P/E doesnt matter for a company like $PLTR at least not in the way bears think it does. I explain my thoughts: Serious question for the $PLTR bears. Lets be serious we all know Palantir will eventually be a $500+ stock long term. (Low end estimate FYI) My question is this: Why would it matter if you bought today at $140 Sure lets say it did go down to $50 Id just buy more. https://t.co/wMulOVB3xB Serious question for the $PLTR bears. Lets be serious we all know Palantir will eventually be a $500+ stock long term. (Low end estimate FYI) My" [X Link](https://x.com/FetzInvests/status/2021635153832161390) 2026-02-11T17:19Z [---] followers, [---] engagements "@PaperGainsInc And Michael burry thinks $PLTR & $IBM do the same thing π π π" [X Link](https://x.com/FetzInvests/status/2021639215432577130) 2026-02-11T17:35Z [---] followers, [---] engagements "@pepemoonboy Nice man Right there with you its a covered call market right now. Im using my $PLTR position heavily I want to keep the shares though. So worst case if we get a major spike Ill roll out 3-6 months" [X Link](https://x.com/FetzInvests/status/2021639982344212499) 2026-02-11T17:38Z [---] followers, [---] engagements "$GRAB earnings preview below If anyone still cares about $GRAB at this point π Historically Q4 is strong for $GRAB so Im excited. Well see where the chips land tonight $GRAB Earnings tonight at 7:00 PM EST π¬ Here are some of the streets expectations: - $940M to $942M Revenue projected to grow approximately 22% YoY. -GAAP Profitable for the sixth consecutive quarter with consensus EPS at $0.01. - $140M+ Adjusted EBITDA https://t.co/YfRCDxQM9u $GRAB Earnings tonight at 7:00 PM EST π¬ Here are some of the streets expectations: - $940M to $942M Revenue projected to grow approximately 22% YoY." [X Link](https://x.com/FetzInvests/status/2021642546209075338) 2026-02-11T17:48Z [---] followers, [---] engagements "A real G I may do that I just specifically sold my $PYPL and I wanted to put it in something that was stable as I think well see some buying opportunities throughout the year with a new FED chair and midterms coming up. Its in my HSA so I can only invest in S&P500 names there and with the market near ATHs the high beta names I think will take a decent hit if we get a larger pullback If that happens I may use the $VZ position and roll it into $HOOD or $TSLA depending on where they are at that point. Thats my strategy for now anyways https://twitter.com/i/web/status/2021643196418371651" [X Link](https://x.com/FetzInvests/status/2021643196418371651) 2026-02-11T17:51Z [---] followers, [---] engagements "@PaperGainsInc Isnt it Tells me one thing: Burrys short is based on a fundamental misunderstanding of the company I get its pricy today but long term Im ultra bullish. Palantir has seemed to do that for years with analysts remember when it was just a consulting company π" [X Link](https://x.com/FetzInvests/status/2021643741140779104) 2026-02-11T17:53Z [---] followers, [--] engagements "@grok @tweetyeezy I got a lot of these numbers from a quick google so please excuse me if they are slightly off but my point remains: P/E can be high today but that doesn't mean the company won't be worth more in the future. Execution matters. and Palantir is executing" [X Link](https://x.com/FetzInvests/status/2021664531668402225) 2026-02-11T19:15Z [---] followers, [--] engagements "@TrendStocksX I agree. If we miss I frankly don't believe we see less than $4. I don't believe they will though. Q4 is historically their strongest quarter" [X Link](https://x.com/FetzInvests/status/2021664831338950839) 2026-02-11T19:17Z [---] followers, [--] engagements "I dont believe so remember were talking about a company that beat out $UBER on ride/deliveries. I believe in management and think theyll execute but I think they need to be slightly more aggressively in this market especially in the age of AI. They can cover their debt [--] times over so there is no risk on that side they just need to take some risks with that cash. Just my take though https://twitter.com/i/web/status/2021674432901554399 https://twitter.com/i/web/status/2021674432901554399" [X Link](https://x.com/FetzInvests/status/2021674432901554399) 2026-02-11T19:55Z [---] followers, [---] engagements "@TrongPhanNC Please explain I feel like $GRAB is doing well despite competition Remember they beat out $UBER" [X Link](https://x.com/FetzInvests/status/2021686976781410525) 2026-02-11T20:45Z [---] followers, [---] engagements "@iamtomnash Burry doesnt understand Palantir at all He thinks its basically $IBM I made a thread about it below: For Michael Burry supporters & $PLTR Investors: A thread π§΅ Mr. Burry has stated $IBM basically does what Palantir does. Specifically: "IBM does basically the same thing. Their business is actually bigger than Palantir's" Burry argued that Palantir acts more like a consulting https://t.co/2C1nvVL5J4 For Michael Burry supporters & $PLTR Investors: A thread π§΅ Mr. Burry has stated $IBM basically does what Palantir does. Specifically: "IBM does basically the same thing. Their business" [X Link](https://x.com/FetzInvests/status/2021688832354095291) 2026-02-11T20:52Z [---] followers, [----] engagements "$APP Q4 Earnings Results: EPS: 3.24% vs $2.94 expected (10% beat)β Revenue: $1.6598 vs $1.61B expected (3% beat) β " [X Link](https://x.com/FetzInvests/status/2021692429947031559) 2026-02-11T21:06Z [---] followers, [---] engagements "$MCD Q4 Earnings Results: Adjusted EPS: $3.12 vs. $3.05 expected β Revenue: $7.01 billion (up 9.9% year-over-year).β Net Income: $2.16 billion (up 7% year-over-year). β Global Comparable Sales: Increased 5.7% β " [X Link](https://x.com/FetzInvests/status/2021694510162395480) 2026-02-11T21:15Z [---] followers, [---] engagements "@veseldataportal Thanks Vesel Should have a few 13F's coming out soon so I'm sure we'll see if $GRAB is seeing further accumulation. I think eventually the stock price will follow the fundamentals and based on big money's position I think they expect the same" [X Link](https://x.com/FetzInvests/status/2021696083269730758) 2026-02-11T21:21Z [---] followers, [---] engagements "@HassiOnTheMoon Regardless of P/E at this point Palantir is a company that executes not many do it like $PLTR Im holding long term π«‘" [X Link](https://x.com/FetzInvests/status/2021706025426887098) 2026-02-11T22:00Z [---] followers, [----] engagements "@DavidRi24012971 @grok π π π If Palantir went to $50 Im selling my ass pounding on OF so I can buy the dip π" [X Link](https://x.com/FetzInvests/status/2021706231916724313) 2026-02-11T22:01Z [---] followers, [--] engagements "RT @AIStockSavvy: π’ : $GRAB Grab to Acquire Stash in $ Deal to Expand Fintech Footprint π : β€ Grab signs deal t" [X Link](https://x.com/anyuser/status/2021707000028049692) 2026-02-11T22:04Z [---] followers, [--] engagements "@AIStockSavvy Love to see this $GRAB needs to spend that $7B. Hope to hear more during earnings" [X Link](https://x.com/FetzInvests/status/2021707212737909156) 2026-02-11T22:05Z [---] followers, [----] engagements "@HassiOnTheMoon Agreed. A company that fights for the US & western values is a company Ill HAPPILY invest my hard earned money on. Ill live or die by pro-western companies π" [X Link](https://x.com/FetzInvests/status/2021707790662697453) 2026-02-11T22:07Z [---] followers, [---] engagements "$GRAB Q4 Earning Results: - Revenue $906M vs est $941M (miss) π΄ - Adj EBITDA $148M vs 140M expected (+54% YoY). β [----] Outlook: - [----] Revenue: $4.04B-$4.10B (20%-22%) β - [----] Adj EBITDA Guidance: $700M-720M (40%-44%) π΄ Stock is down 6% AH" [X Link](https://x.com/FetzInvests/status/2021713927923806338) 2026-02-11T22:32Z [---] followers, [----] engagements "@MarcoNord Yep Waiting on earnings" [X Link](https://x.com/FetzInvests/status/2021719141648904379) 2026-02-11T22:52Z [---] followers, [--] engagements "@MarcoNord Earnings call*" [X Link](https://x.com/FetzInvests/status/2021719204173689159) 2026-02-11T22:53Z [---] followers, [--] engagements "@rokajoska Exactly Nearly all of them never heard of Palantir until [----] on top of that" [X Link](https://x.com/FetzInvests/status/2021739035660521697) 2026-02-12T00:12Z [---] followers, [---] engagements "@ICC_Andy Damn right π«‘" [X Link](https://x.com/FetzInvests/status/2021749196026442179) 2026-02-12T00:52Z [---] followers, [--] engagements "@TradeTactician I agree Average down when you can DCA into companies like $PLTR $AMZN & $MSFT is a fine way to do it" [X Link](https://x.com/FetzInvests/status/2021749941937266807) 2026-02-12T00:55Z [---] followers, [---] engagements "I totally get your point Im just saying generally you want to buy and hold positions for long term wealth. Thats like saying you should have sold $MSFT in [----] to buy Cisco only to buy back into Microsoft at the top of the .com bubble in [----]. Not only would you not be able to do so you would have missed out on the gain $MSFT had between [----] and [----]. Assuming you got back in. All Im saying is buy and hold generation companies Which Palantir is https://twitter.com/i/web/status/2021751427282915543 https://twitter.com/i/web/status/2021751427282915543" [X Link](https://x.com/FetzInvests/status/2021751427282915543) 2026-02-12T01:01Z [---] followers, [---] engagements "Earnings review* π" [X Link](https://x.com/FetzInvests/status/2021795118056190322) 2026-02-12T03:54Z [---] followers, [---] engagements "@matthughes13 I bought $TSLA at $235 in April [--] and sold at $443 later that year. I was a genius. Then I put my gains into $PYPL π" [X Link](https://x.com/FetzInvests/status/2021814282577653775) 2026-02-12T05:11Z [---] followers, [---] engagements "@IncomeSharks @elonmusk @BillyM2k This The algo currently encourages rage bait & engagement farming. Discourages peoples to actually make real content or longer form content. Why do that when you can say a company sucks and not even believe what youre saying Happens to $TSLA constantly" [X Link](https://x.com/FetzInvests/status/2021926980963430464) 2026-02-12T12:38Z [---] followers, [---] engagements "Good mornin folks Lots to be thankful for today For me thats my beautiful wife the ability to invest in our future via companies like $PLTR and the [--] or so new followers I received yesterday (along with the rest of my followers). I really am thankful you all choose to follow a guy whos just tweeting his thoughts into the void. I hope I can bring you a smidge of value whether thats in my breakdowns or just a quick laugh here or there. Lets make some money today" [X Link](https://x.com/FetzInvests/status/2021931068748681692) 2026-02-12T12:55Z [---] followers, [---] engagements "@CarsonTalkMoney @Stash I appreciate you Carson Long $GRAB" [X Link](https://x.com/FetzInvests/status/2021949839953866967) 2026-02-12T14:09Z [---] followers, [---] engagements "The S&P [---] is up 72% since this was posted 10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive company that worked with powerful partners. Few https://t.co/PZ0S1FNroB 10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive company that worked with powerful" [X Link](https://x.com/FetzInvests/status/2021953739209220175) 2026-02-12T14:25Z [---] followers, [---] engagements "@roleary1 @michaeljburry Thank you for reading Richard Glad to have you here. Just want to try and bring some truth to the Palantir FUD" [X Link](https://x.com/FetzInvests/status/2021954377288921255) 2026-02-12T14:27Z [---] followers, [--] engagements "@lngtermcapital @Stash Yessir Usage getting involved in the $GRAB ecosystem will absolutely pay dividends in the longer run. Especially as $GRAB is dealing with driver shortages in the future. the earlier they get young people involved with $GRAB the better" [X Link](https://x.com/FetzInvests/status/2021998019408015790) 2026-02-12T17:21Z [---] followers, [--] engagements "@ZueriHaris Under the same argument: We dont know $PLTR is going to back down $50 a share Thats entirely my point if you believe in the long term thesis continue to buy more. If Palantir is a generational company as I believe those who buy now will be rewarded" [X Link](https://x.com/FetzInvests/status/2022024491917095409) 2026-02-12T19:06Z [---] followers, [--] engagements "@nazari_goudin I saw that I think its definitely possible. My only worry is the uncertainty still in the market BUT I reiterate now is a great time to start DCAing if youre a believer in the ETH thesis. Ive got a fairly hefty position already so Im nibbling here and there when I can" [X Link](https://x.com/FetzInvests/status/2022357248035422258) 2026-02-13T17:08Z [---] followers, [--] engagements "@Mp3onWavs @michaeljburry Not a Palantir issue its a SaaS selloff But https://www.reuters.com/sustainability/sustainable-finance-reporting/michael-burry-big-short-fame-deregisters-scion-asset-management-2025-11-13/ https://www.reuters.com/sustainability/sustainable-finance-reporting/michael-burry-big-short-fame-deregisters-scion-asset-management-2025-11-13/" [X Link](https://x.com/FetzInvests/status/2022660837631299920) 2026-02-14T13:14Z [---] followers, [--] engagements "I agree with you there You cant always pander the the needs of the few when the majority dont have the problem. Again for me its just the argument $HOOD opens up which allows competitors to harp on. This interview the $SCHB CEO had a few months ago directly spoke to prediction markets on investment platforms and he basically said that they dont belong anywhere near them. I think $HOOD will out perform $SCHB over the coming 3-4 decades but I do think they need to have a bigger distinction between investing and prediction markets $HOOD V $SCHB Charles Schwab CEO Rick Wuester on the young" [X Link](https://x.com/FetzInvests/status/2020572162617192594) 2026-02-08T18:55Z [---] followers, [--] engagements "My $VZ buy doing exactly what I wanted it to do $VZ = my hedge to this market volatility & SaaS negativity narrative Sold $PYPL for $VZ π¬ https://t.co/Fkyuvi12E5 Sold $PYPL for $VZ π¬ https://t.co/Fkyuvi12E5" [X Link](https://x.com/FetzInvests/status/2021637904729362843) 2026-02-11T17:30Z [---] followers, [----] engagements "Wow my Verizon $VZ bet paying off even more while the market sells off The hedge is working perfectly My $VZ buy doing exactly what I wanted it to do $VZ = my hedge to this market volatility & SaaS negativity narrative https://t.co/hObD3S6MHk My $VZ buy doing exactly what I wanted it to do $VZ = my hedge to this market volatility & SaaS negativity narrative https://t.co/hObD3S6MHk" [X Link](https://x.com/FetzInvests/status/2021986959443603781) 2026-02-12T16:37Z [---] followers, [---] engagements "@unusual_whales Because LLMs are so unique @ chat GPT @ Gemini @ grok I can keep going" [X Link](https://x.com/FetzInvests/status/2022343289178030171) 2026-02-13T16:13Z [---] followers, [---] engagements "@Mariusz_Invest Facts" [X Link](https://x.com/FetzInvests/status/2022421622263894041) 2026-02-13T21:24Z [---] followers, [---] engagements "$IONQ quantum dream is a retail investors nightmare. The CEOs bigger than NVIDIA talk is pure hype with ZERO revenue to back it up just fancy PowerPoints. Name ONE working quantum product thats not sci-fi. Ill wait. π¦ $IONQ #InvestSmart" [X Link](https://x.com/FetzInvests/status/1972466441980178475) 2025-09-29T01:00Z [---] followers, [----] engagements "Why is $PLTR down 5% today Per Reuters: Anduril and Palantir battlefield communication system has deep flaws per an Army Memo "We cannot control who sees what we cannot see what users are doing and we cannot verify that the software itself is secure" the memo says. As an investor who trusts the vision and mission of Palantir I would imagine this will be fixed or commented on by @PalantirTech My own opinion on this is its just weird a random army memo Okay. π On top of that Army CIO Leonel Garciga said in a statement: The issues were mitigated immediately Overreaction in my eyes but as an" [X Link](https://x.com/FetzInvests/status/1974115329044295832) 2025-10-03T14:12Z [---] followers, [----] engagements "$GRAB She wants to break $6.50 so bad" [X Link](https://x.com/FetzInvests/status/1975238572828742125) 2025-10-06T16:35Z [---] followers, 13K engagements "Folks We have ourselves a deal Literally the day before $PLTR & $GRAB earnings OPEN UP THE MARKETS BREAKING: President Trump officially announces a "deal on economic and trade relations with China:" Chinese actions: [--]. Suspend new rare earth export controls [--]. Issue general licenses for exports of rare earths [--]. Take "significant measures" to end flow of fentanyl to the US https://t.co/G5RRv2JRwb BREAKING: President Trump officially announces a "deal on economic and trade relations with China:" Chinese actions: [--]. Suspend new rare earth export controls [--]. Issue general licenses for exports of" [X Link](https://x.com/FetzInvests/status/1984804925080059910) 2025-11-02T02:09Z [---] followers, [----] engagements "@amitisinvesting Alex Karp fights for the American worker Reason [--] of [----] why I love being a $PLTR investor" [X Link](https://x.com/FetzInvests/status/1985710091476086806) 2025-11-04T14:05Z [---] followers, [---] engagements "How does one look at these $PLTR figures and say: Yeah awful company lets sell I know its the same geniuss who sold $META in [----] when it was at [----] P/E. Meta is up 2500% since then FYI $PLTR US Commercial is EXPLODING. Customers acquired over the past few years are finally expanding dramatically. Land - Expand - Scale - Dominate https://t.co/0ia1S4OgbW $PLTR US Commercial is EXPLODING. Customers acquired over the past few years are finally expanding dramatically. Land - Expand - Scale - Dominate https://t.co/0ia1S4OgbW" [X Link](https://x.com/FetzInvests/status/1985757740694724743) 2025-11-04T17:15Z [---] followers, [----] engagements "I lived through being down near 70% on $PLTR in [----] This π΄ is nothing to me" [X Link](https://x.com/FetzInvests/status/1986654174260433359) 2025-11-07T04:37Z [---] followers, [----] engagements "$HOOD V $SCHB Charles Schwab CEO Rick Wuester on the young investor: Thats why were winning. Were $11.8T of assets. Weve brought in $400B of new assets just this year through October which I think is bigger than the firm that thinks its winning with young investors. So Id say were crushing it with the young investor Interesting π€ As someone who at [--] left Schwab for Robinhood I find this comment funny. https://twitter.com/i/web/status/2002116797521178941 https://twitter.com/i/web/status/2002116797521178941" [X Link](https://x.com/FetzInvests/status/2002116797521178941) 2025-12-19T20:40Z [---] followers, [----] engagements "Life360 $LIF is currently up over 28%% after releasing preliminary Q4 and full year [----] results Key points: - Data shows record monthly active users at [----] Million up 20% YoY exceeding prior years guidance - The companys paying subscribers grew 23% to [---] million with full-year revenue projected to rise 31% Life360 is a popular family safety app that uses GPS to share real-time locations among members in private groups In the world we live in today Id expect this company to do very well. One bearish thing I would point out over the long run (10 years or more) is if the birth rate continues" [X Link](https://x.com/FetzInvests/status/2014737396940603770) 2026-01-23T16:30Z [---] followers, [---] engagements "The contrast between $PLTR & $PYPL is an interesting case study in the phsycology of value investors So many have screamed that $PLTR is overvalued referencing: Price to sales: [---] PE ratio: [---] While $PYPL has: Price to sales: [--] P/E Ratio: [--] If youre value investor you would look at this and say PayPal is easily a better investment than Palantir Yet after earnings even with the high valuation $PLTR holds. $PLTR: Up 10% pre-market $PYPL: Down 15% pre-market The lesson here for all investors: JUST BECAUSE SOMETHING LOOKS INEXPENSIVE DOESNT MEAN ITS A GOOD DEAL The difference between these two" [X Link](https://x.com/FetzInvests/status/2018671953654038719) 2026-02-03T13:04Z [---] followers, [---] engagements "Good morning Folks Lots to be thankful for today. $PLTR below $140 $BMNR in the teens $GRAB below $4.50 All prices wed kill to have [--] years from now Lets take advantage together πͺ Im thankful for my incredible wife the roof over my head and the ability to invest. How about you https://twitter.com/i/web/status/2019746943304355912 https://twitter.com/i/web/status/2019746943304355912" [X Link](https://x.com/FetzInvests/status/2019746943304355912) 2026-02-06T12:16Z [---] followers, [---] engagements "$HOOD has shown its cards Over the past few months RobinHood has followed nearly the exact same path crypto has dont take my word for it. Check out the chards starting October [----]. October 9th: - $HOOD & Bitcoin hits ATHs Since October 9th: - $HOOD down 45% from the highs - $BTC is down 44% from the highs RobinHood bulls better hope we arent in a Crypto winter. Im in $BMNR so I definitely hope not. But looks like if crypto stays down $HOOD isnt going anywhere either https://twitter.com/i/web/status/2019810819169530306 https://twitter.com/i/web/status/2019810819169530306" [X Link](https://x.com/FetzInvests/status/2019810819169530306) 2026-02-06T16:30Z [---] followers, [---] engagements "@StockMKTNewz Interesting move Should help $BMNR investors and the moonshot investment π" [X Link](https://x.com/FetzInvests/status/2020907990044348911) 2026-02-09T17:09Z [---] followers, [---] engagements "For Michael Burry supporters & $PLTR Investors: A thread π§΅ Mr. Burry has stated $IBM basically does what Palantir does. Specifically: "IBM does basically the same thing. Their business is actually bigger than Palantir's" Burry argued that Palantir acts more like a consulting firm (Sound Familiar) with expensive software that rebranded its services to benefit from the AI hype a sentiment he echoed by comparing them to dot-com era consultants. Don't believe me Here it is straight from @michaeljburry himself: https://twitter.com/i/web/status/2021270160170991918" [X Link](https://x.com/FetzInvests/status/2021270160170991918) 2026-02-10T17:08Z [---] followers, 13.1K engagements "Lots going on this week [--]. $PLTR going to $40 [--]. $GRAB earnings tomorrow [--]. $BMNR & $ETH need some clarity I discuss these below:" [X Link](https://x.com/FetzInvests/status/2021283475932819718) 2026-02-10T18:01Z [---] followers, [---] engagements "Good morning folks Lots to be thankful for today Non-Farm payrolls destroyed expectations with jobs coming in at 155k vs 70k expected. $GRAB earnings after the close. Woke up to my beautiful wife next to me Wednesday is going to be a good day π«‘" [X Link](https://x.com/FetzInvests/status/2021579815900385454) 2026-02-11T13:39Z [---] followers, [---] engagements "Serious question for the $PLTR bears. Lets be serious we all know Palantir will eventually be a $500+ stock long term. (Low end estimate FYI) My question is this: Why would it matter if you bought today at $140 Sure lets say it did go down to $50 Id just buy more. If the company continues to excecute which they will that expensive valuation you keep harping on slowly goes away and before you know it you just missed out on a generational company (again) because the P/E was too high. $NVDA had a P/E of [---] in [----] $TSLA had a P/E of [----] in [----] $NFLX had a P/E [---] in [----] $AMZN had a P/E of" [X Link](https://x.com/FetzInvests/status/2021592369871704163) 2026-02-11T14:29Z [---] followers, 22.8K engagements "$GRAB Earnings tonight at 7:00 PM EST π¬ Here are some of the streets expectations: - $940M to $942M Revenue projected to grow approximately 22% YoY. -GAAP Profitable for the sixth consecutive quarter with consensus EPS at $0.01. - $140M+ Adjusted EBITDA expected to reach a record high following Q3's record of $136M. I have some takes: [--]. Of course the price action has been frustrating. I've been in $GRAB since June 27th so I'm down about 13% on my current position. When I originally purchased the stock my thesis was (and still is) that the company will accelerate growth and will continue to" [X Link](https://x.com/FetzInvests/status/2021623572574134708) 2026-02-11T16:33Z [---] followers, [----] engagements "$GRAB Q4 Earnings tonight I let you know what Im watching for and have posted my thoughts in the post below: $GRAB Earnings tonight at 7:00 PM EST π¬ Here are some of the streets expectations: - $940M to $942M Revenue projected to grow approximately 22% YoY. -GAAP Profitable for the sixth consecutive quarter with consensus EPS at $0.01. - $140M+ Adjusted EBITDA https://t.co/YfRCDxQM9u $GRAB Earnings tonight at 7:00 PM EST π¬ Here are some of the streets expectations: - $940M to $942M Revenue projected to grow approximately 22% YoY. -GAAP Profitable for the sixth consecutive quarter with" [X Link](https://x.com/FetzInvests/status/2021681846564639088) 2026-02-11T20:24Z [---] followers, [----] engagements "$GRAB Waiting to listen to the call In all honesty the earnings wasnt horrible but obviously the street doesnt like it. The guidance was disappointing but Ill wait to hear the earnings call before I form my opinion here. Fingers crossed π€ $GRAB Q4 Earning Results: - Revenue $906M vs est $941M (miss) π΄ - Adj EBITDA $148M vs 140M expected (+54% YoY). β [----] Outlook: - [----] Revenue: $4.04B-$4.10B (20%-22%) β - [----] Adj EBITDA Guidance: $700M-720M (40%-44%) π΄ Stock is down 6% AH https://t.co/Mxg80nsL28 $GRAB Q4 Earning Results: - Revenue $906M vs est $941M (miss) π΄ - Adj EBITDA $148M vs 140M" [X Link](https://x.com/FetzInvests/status/2021718379053076508) 2026-02-11T22:49Z [---] followers, [----] engagements "I have some thoughts on the $GRAB acquisition of @Stash I'll go into more detail tomorrow on the earnings but I specifically wanted to talk about that acquisition tonight around the FinTech company: Stash. Frankly for long term $GRAB shareholders I think this is a massive W. The CFO of $GRAB Peter Oey said during the earnings call: "We see Stash as a unique asset with strong IP and a platform we don't have. We have strong payment strong GrabFin but we don't have a investing platform. Really it's important we also serve our userbase today not only in extending loans but also teaching them how" [X Link](https://x.com/FetzInvests/status/2021794371306160171) 2026-02-12T03:51Z [---] followers, [----] engagements "Appreciate you Amit π«‘ Looking forward to reading some of your thoughts I know guidance was a bit disappointing but that earnings call made me feel a lot better. $GRAB still seems undervalued here to me especially at these levels but well see what Wall Street has to say tomorrow https://twitter.com/i/web/status/2021799802095231166 https://twitter.com/i/web/status/2021799802095231166" [X Link](https://x.com/FetzInvests/status/2021799802095231166) 2026-02-12T04:13Z [---] followers, [---] engagements "Before I start this I want to preface this by saying I like many investors have a deep respect for what Michael Burry did during the financial crisis. He had the stones to call out a broken system http://x.com/i/article/2021960344378175488 http://x.com/i/article/2021960344378175488" [X Link](https://x.com/FetzInvests/status/2021979576675533013) 2026-02-12T16:07Z [---] followers, [----] engagements "$RIVN Q4 Earning Results: - Revenue: $1.286B vs est $1.27 (1% BEAT) β - EPS: [-----] vs [-----] expected (16% BEAT) β In [----] we focused on execution as we laid the foundation for dramatically scaling our business. Our Autonomy & AI Day in December unveiled our RAP1 Autonomy Processor our autonomous driving platform and our AI-driven in-car Rivian Assistant. Its incredibly exciting to see the early strong reviews of the R2 pre-production builds and we cant wait to get them to our customers next quarter. Stock is up 10% AH π’ https://twitter.com/i/web/status/2022055117978300685" [X Link](https://x.com/FetzInvests/status/2022055117978300685) 2026-02-12T21:08Z [---] followers, [---] engagements "$PINS Q4 Earning Results: - Revenue: $1.319B vs Est $1.33B (1% MISS) π΄ - EPS: [----] vs Est [----] (In Line) β Q1 Guidance: (What wall street doesn't like) - Revenue $961M vs. Est. $980M π΄ Stock is down 21% AH π΄" [X Link](https://x.com/FetzInvests/status/2022058023867625768) 2026-02-12T21:19Z [---] followers, [---] engagements "People who dont need a credit score because they pay for everything in cash People who have a credit score over [---] https://t.co/UcEjg4lARp People who have a credit score over [---] https://t.co/UcEjg4lARp" [X Link](https://x.com/FetzInvests/status/2022090648506315088) 2026-02-12T23:29Z [---] followers, [---] engagements "Meant to get my $GRAB earnings review out today but wasnt able to get it done with work Will release it tomorrow in an article via X Hope you guys had an awesome day" [X Link](https://x.com/FetzInvests/status/2022108432648876159) 2026-02-13T00:39Z [---] followers, [---] engagements "@PLTRs_Palantir @michaeljburry PTFB" [X Link](https://x.com/FetzInvests/status/2022127803769270693) 2026-02-13T01:56Z [---] followers, [---] engagements "Good morning friends β Lots to be thankful for today Im thankful for my beautiful wife my job and the ability to invest in names like $GRAB. Ill be releasing my in-depth review today but I wanted to give a brief summary in video format to give you guys an idea of my thoughts on the quarter. Spoiler alert: I think $GRAB is doing just fine https://twitter.com/i/web/status/2022328903948214297 https://twitter.com/i/web/status/2022328903948214297" [X Link](https://x.com/FetzInvests/status/2022328903948214297) 2026-02-13T15:15Z [---] followers, [----] engagements "$BMNR bag-holders (me) are happy today :)" [X Link](https://x.com/FetzInvests/status/2022331841035018391) 2026-02-13T15:27Z [---] followers, 12.3K engagements "$ETH & $BMNR FOR INVESTORS ONLY Of course it's been a rough one for Ethereum and simultaneously $BMNR. With that said with the long term trend of Ethereum now would be the time to start aggressively collecting as a long term investor For $ETH this window is between $2000 and about $1250. I don't know if it actually gets down to $1250 but we're very clearly in a window where if you bought anywhere near this bottom trendline you're likely an extremly happy Ethereum investor. Not financial advice. But I'm buying when I can here. https://twitter.com/i/web/status/2022348250523533588" [X Link](https://x.com/FetzInvests/status/2022348250523533588) 2026-02-13T16:32Z [---] followers, [----] engagements "Michael Burry: Palantir is overvalued. Sell. Sell. Sell. Institutions: Buy. More. $PLTR" [X Link](https://x.com/FetzInvests/status/2022412209289396680) 2026-02-13T20:46Z [---] followers, 15.4K engagements "Finally was able to post my $GRAB earnings review (Sorry I know I'm late to the partyπ¬) Overall I think it was a good quarter and I'm happy with the execution. So long as the company continues to execute at the level that they are this company will continue to prove it's undervalued. I don't think we see any moves until this chop goes away but that isn't the fault of $GRAB. I'll continue to be an investor until something breaks the thesis and so far $GRAB continues to be a business that I'd want to keep my money in. Of course do what you want but for me. LONG $GRAB https://t.co/ZNTk49eYCU" [X Link](https://x.com/FetzInvests/status/2022441681723724136) 2026-02-13T22:44Z [---] followers, [----] engagements "@Juan_A_Vela @michaeljburry He thinks his Substack is getting a boost with $PLTR giving him all this attention π Burry is literally grifting off Palantir" [X Link](https://x.com/FetzInvests/status/2022444103930171736) 2026-02-13T22:53Z [---] followers, [---] engagements "@Optrader85 Stocks go up Stocks go down Markets chop there is a massive SaaS selloff and Palantir is in the sector. The reality is Palantir will be a +$500 stock so long as they keep executing especially at 70% YoY revenue growth" [X Link](https://x.com/FetzInvests/status/2022445233124893133) 2026-02-13T22:58Z [---] followers, [---] engagements "@Shima_party_UK Yeah but Carvana doesnt do [--] YoY revenue growth with 137% YoY US commercial growth. In a space where the MAG7 is set as of right now to spend over $650B in. Burry is absolutely misinformed here. Frankly he hasnt been right about much of anything recently" [X Link](https://x.com/FetzInvests/status/2022448449279480116) 2026-02-13T23:11Z [---] followers, [--] engagements "Alright burry its 7:30 in the morning but if you want to start today off like this lets go [--]. Government customers pay slowly because of bureaucracy security reviews milestone approvals and budget cycles. This pushes DSO higher by design not because Palantir customers are reluctant to pay. Pure commercial SaaS companies like Adobe or HubSpot have almost no government exposure so comparing their DSO (2940 days) to Palantirs is misleading. [--]. Palantirs U.S. commercial business has been growing 137%+ year-over-year in this past quarter and is becoming a larger share of total revenue. Commercial" [X Link](https://x.com/FetzInvests/status/2022654158650642482) 2026-02-14T12:48Z [---] followers, [----] engagements "@Ashton_1nvests $ASTS I had a 100k finger on the trigger at $25 Replaced it for $GRAB :( Still think $GRAB will do well but couldve had a 4x on my hands within [--] months lol" [X Link](https://x.com/FetzInvests/status/2022662828545708157) 2026-02-14T13:22Z [---] followers, [---] engagements "$PLTR Hey Michael Burry:" [X Link](https://x.com/FetzInvests/status/2022676068415807759) 2026-02-14T14:15Z [---] followers, 21.5K engagements "Great take Amit. The AI story as a whole hasnt treated burry well (insert his sell tweet here) But this Palantir storyline is the nail in the coffin speaking for myself as it shows one of two things: [--]. Burry truly doesnt understand the technology hes speaking on [--]. He does understand it and hes purposefully grifting on it to gain publicity to promote himself Burrys fairly intelligent so I think we both know whats going on here and its sad to see from someone who had so much respect from so many https://twitter.com/i/web/status/2022728561883267492" [X Link](https://x.com/FetzInvests/status/2022728561883267492) 2026-02-14T17:44Z [---] followers, [----] engagements "Not a single person Ive seen argue against Palantir has had a factual argument yet The only relatively factual argument Ive seen is that its richly valued which is a fair argument but an arguement used for some of the best companies ever created at one point in their lifecycle or another Other than that. FUD https://twitter.com/i/web/status/2022736723705495944 https://twitter.com/i/web/status/2022736723705495944" [X Link](https://x.com/FetzInvests/status/2022736723705495944) 2026-02-14T18:16Z [---] followers, [---] engagements "@TradableAstro @michaeljburry @fundstrat Throw a stone in the ocean that is tech and youd be down 30%-50% across the board. Burry doesnt deserve credit here because this drawdown has nothing to do with Palantir Similar to the 50% drawdown in April last year the is a macro issue not a Palantir issue" [X Link](https://x.com/FetzInvests/status/2022757612953948669) 2026-02-14T19:39Z [---] followers, [---] engagements "@stfuzelinsky Agreed Especially when he thinks $IBM & $PLTR do the same thing" [X Link](https://x.com/FetzInvests/status/2022813420152607211) 2026-02-14T23:21Z [---] followers, [---] engagements "$PLTR Michael Burry replied to my post which I replied to in kind which you can find in the post below Well see if he replies or blocks me. π With that said I stand by my take that Michael doesnt understand the technology and therefor the market advantage $PLTR holds above its competitors. For me his misunderstanding was proven when he compared $PLTR to $IBM saying: they basically do the same thing. This is the equivalent to saying Tom Brady & Danica Patrick basically so do same thing. I wrote an article (for free by the way) you can read breaking down this exact thing. This way you can see" [X Link](https://x.com/FetzInvests/status/2022815080576885099) 2026-02-14T23:27Z [---] followers, 28.3K engagements "@xGameStopx @michaeljburry Thats actually false To his credit I dont think the $GME thesis is a bad one. The $PLTR take simply isnt based in reality" [X Link](https://x.com/FetzInvests/status/2022819442330140728) 2026-02-14T23:45Z [---] followers, [---] engagements "Which as I already stated is a fair argument. That doesnt mean $PLTR cant grow into that multiple over time if they continue to execute like they have. I think its possible in the greater theme the market is in right now. Lets say $4-$5 trillion of spend goes to AI over the next [--] years or so. How much of that goes to $PLTR We dont know but the goal is to invest in the companies you believe will get a price of that lie and Palantir is one the forefront of that. Do you have a better pick to capture the momentum on the software side of AI" [X Link](https://x.com/FetzInvests/status/2022826280597487956) 2026-02-15T00:12Z [---] followers, [--] engagements "$PLTR This company is overvalue A compilation of headlines regarding $AAPL $AMZN & $MSFT All of these stocks are up 5488% 1864% & 1383% If you invested $10000 the same years these articles were released youd have: $AAPL: $548800 $AMZN: $186400 $MSFT: $138300 Palantir will be the next example people will regret not holding onto and theyll be able to thank Michael Burry Wont be me π€· https://twitter.com/i/web/status/2022834978782957909 https://twitter.com/i/web/status/2022834978782957909" [X Link](https://x.com/FetzInvests/status/2022834978782957909) 2026-02-15T00:46Z [---] followers, [----] engagements "@yewie115 @market_sleuth @amitisinvesting 100% Burrys track record since [--] looks about as good as Tom Bradys final year in the NFL Shouldve retired after the Super Bowl π€·" [X Link](https://x.com/FetzInvests/status/2022842156893786116) 2026-02-15T01:15Z [---] followers, [--] engagements "@gibby_joe52901 @Kross_Roads Execution matters $NOW isnt a bad company But they arent executing like $PLTR" [X Link](https://x.com/FetzInvests/status/2022843101266460796) 2026-02-15T01:19Z [---] followers, [---] engagements "@michaeljburry Burry thinks $IBM does what $PLTR does Proof he doesnt understand the company which is why you shouldnt pay for his take on it https://t.co/a2EdQU6qM4 https://t.co/a2EdQU6qM4" [X Link](https://x.com/FetzInvests/status/2022845302907044133) 2026-02-15T01:27Z [---] followers, [---] engagements "@gibby_joe52901 @Kross_Roads Thats a fair take I tried that with $PYPL and it didnt work out I do wish you the best of luck with $NOW though" [X Link](https://x.com/FetzInvests/status/2022845936691523613) 2026-02-15T01:30Z [---] followers, [---] engagements "@18Roxor @michaeljburry Trust me the last person Id want touching my money right now is Michael Burry. In all honesty Id pay him to not touch my money Make an inverseburry ETF. I guess you could call the S&P500 the inverseburry ETF its up 72% since this tweet π" [X Link](https://x.com/FetzInvests/status/2022847407508062290) 2026-02-15T01:36Z [---] followers, [---] engagements "@felixdnf @michaeljburry This was a headline about $AAPL in [----] Imagine if you sold your position because someone who doesnt understand Apple convinced you it wasnt a company thats changing the landscape of cellular devices Burry is literally trying to do that exact thing with $PLTR today" [X Link](https://x.com/FetzInvests/status/2022850054483009820) 2026-02-15T01:46Z [---] followers, [---] engagements "Im under attack @RealMattMoney @stevenfiorillo" [X Link](https://x.com/FetzInvests/status/2022864051919810580) 2026-02-15T02:42Z [---] followers, [---] engagements "@IncomeSharks I literally dont even know what to say honestly π I definitely struck a nerve" [X Link](https://x.com/FetzInvests/status/2022872955064324575) 2026-02-15T03:17Z [---] followers, [---] engagements "@qualityslop Me π π I really could care less If you have an opinion on Palantir make sure its accurate. Burry doesnt" [X Link](https://x.com/FetzInvests/status/2022873569273737299) 2026-02-15T03:20Z [---] followers, [--] engagements "@Moerb Palantir is next π€·" [X Link](https://x.com/FetzInvests/status/2022879938139816399) 2026-02-15T03:45Z [---] followers, [--] engagements "Update: Michael Burry replied and made sure to point out he called the crash of $GME in [----] along with several other calls Still no response regarding $PLTR though π€· $PLTR Michael Burry replied to my post which I replied to in kind which you can find in the post below Well see if he replies or blocks me. π With that said I stand by my take that Michael doesnt understand the technology and therefor the market advantage $PLTR holds $PLTR Michael Burry replied to my post which I replied to in kind which you can find in the post below Well see if he replies or blocks me. π With that said I" [X Link](https://x.com/FetzInvests/status/2022881490015567946) 2026-02-15T03:51Z [---] followers, [---] engagements "@Kross_Roads @GrindeOptions Yet not a single argument around Palantir π But hey he definitely called the $GME crash in [----]. Dont forget that one" [X Link](https://x.com/FetzInvests/status/2022881928479690830) 2026-02-15T03:53Z [---] followers, [--] engagements "Thats the other thing If Michael is calling for a short term pullback due to market weakness sure I could see that. Palantir took a 50% haircut during the April lows last year But you cant tell me a company growing at 70% YoY in revenue is a consulting company. At that point youre just not a serious person. Youre grifting Their product speaks for itself Its the exact reason why burry cant get anyone whos been a recent client of Palantir to actually come out and say anthing negative https://twitter.com/i/web/status/2022883410784518567 https://twitter.com/i/web/status/2022883410784518567" [X Link](https://x.com/FetzInvests/status/2022883410784518567) 2026-02-15T03:59Z [---] followers, [--] engagements "Youre precisely right And Id still rather buy $PLTR Youre missing the point if youre only looking at valuation If you only look at valuation you very likely missed $TSLA $AMZN $META $NVDA $MSFT and so many other growth names. But hey if thats your investment style go for it https://twitter.com/i/web/status/2022884216166334787 https://twitter.com/i/web/status/2022884216166334787" [X Link](https://x.com/FetzInvests/status/2022884216166334787) 2026-02-15T04:02Z [---] followers, [--] engagements "@GotSeoul91 Hopefully $BTC runs soon π" [X Link](https://x.com/FetzInvests/status/2022884509427839062) 2026-02-15T04:03Z [---] followers, [--] engagements "@OldManBlackSock Id still rather buy $PLTR Youre missing the point if youre only looking at valuation If you only look at valuation you very likely missed $TSLA $AMZN $META $NVDA $MSFT and so many other growth names. But hey if thats your investment style go for it" [X Link](https://x.com/FetzInvests/status/2022884729201004759) 2026-02-15T04:04Z [---] followers, [--] engagements "@BtcBestHedge @RealMattMoney @stevenfiorillo If Palantir gets to $40 Im selling everything to buy as many shares as possible π«‘" [X Link](https://x.com/FetzInvests/status/2022887123007750634) 2026-02-15T04:14Z [---] followers, [--] engagements "$PLTR Going to bed but have a few quick thoughtsMichael Burry has shown his cards tonight Tonight instead of explaining & bringing to light the thesis that $PLTR shouldnt be trading at the levels it currently is he decided to go full screenshot monster and grift his $400 paid Substack on nearly all of his critics X pages. Creators like @amitisinvesting @HodlMagoo @arny_trezzi and myself received multiple screenshots on how Burry was absolutely 100% correct on things like the meme stock crash inflation etc. Here is the thing though. No response on $PLTR A couple things: [--]. Tonight shows it has" [X Link](https://x.com/FetzInvests/status/2022899313664221316) 2026-02-15T05:02Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@FetzInvests FetzInvestsFetzInvests posts on X about $pltr, palantir, pltr, $grab the most. They currently have [---] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Social category influence stocks #1729 technology brands 42.31% finance 29.12% cryptocurrencies #5144 automotive brands 3.3% social networks 2.2% exchanges 1.1% celebrities 0.55% countries 0.55%
Social topic influence $pltr #14, palantir #50, pltr #19, $grab #4, $bmnr #16, $hood #722, burry #4, ibm #11, $ibm #1, ai 6.59%
Top accounts mentioned or mentioned by @michaeljburry @amitisinvesting @grok @fundstrat @krossroads @hassionthemoon @zueriharis @realmattmoney @stevenfiorillo @tickertapx @lazaroinvestor @papergainsinc @tweetyeezy @davidri24012971 @incomesharks @carsontalkmoney @stash @btcbesthedge @gibby_joe52901 @badie912
Top assets mentioned Palantir Technologies Inc. (PLTR) Grab Holdings Limited Class A Ordinary Shares (GRAB) BITMINE IMMERSION TECH (BMNR) Robinhood Markets, Inc. (HOOD) IBM (IBM) PayPal Holdings Inc (PYPL) Ethereum (ETH) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Verizon Communications Inc. (VZ) Bitcoin (BTC) Metadium (META) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Apple, Inc. (AAPL) GameStop, Corp. (GME) Rocket Companies, Inc. (RKT) Salesforce Inc (CRM) RAI Finance (SOFI) Nebius Group N.V. Class A Ordinary Shares (NBIS) Hims & Hers Health, Inc. (HIMS) Mario Coin (COIN) Ondas Holdings Inc. Common Stock (ONDS) ZetaChain (ZETA) IonQ, Inc. (IONQ) AST SpaceMobile, Inc. Class A Common Stock (ASTS) AppLovin Corporation (APP) Uber Technologies, Inc. (UBER)
Top posts by engagements in the last [--] hours
"As a competing loan officer I'd say $RKT is a well oiled machine when it comes to home lending. Nearly every single client I work with gets HAMMERED by their ultra aggressive sales staff whenever I pull credit (trigger lead). One thing I will say is that the Homebuyers Privacy Protection Act being signed into law in September may be slightly bearish $RKT. I'd bet a large portion of their business comes from trigger leads as I know from personal experience competing with Rocket. https://twitter.com/i/web/status/2017232379723616490 https://twitter.com/i/web/status/2017232379723616490"
X Link 2026-01-30T13:44Z [---] followers, [----] engagements
"$RR Yikes I missed this yesterday π¬ "Microsoft denies "commercial" relationship with Richtech Robotics after $RR added $370 million in market cap after announcing a "close collaboration." Microsoft told us the engagement was a "standard" customer program." Not a great look"
X Link 2026-01-30T13:50Z [---] followers, [---] engagements
"Very appropriate day for Crypto Winter to start π"
X Link 2026-01-31T19:47Z [---] followers, [---] engagements
"Good morning Friends Huge week for my portfolio: - The White House to meet with banking & crypto executives tomorrow to discuss the stalled Senate crypto bill. - $PLTR earnings after the bell - $PYPL earnings before the open Tuesday - Non-Farm payrolls Friday I think we see a deep red today in a few high beta names but settle down into Tuesday and Wednesday. Regardless Im thankful for the ability to invest and capitalize on some of these discounts. Ill forever regret not buying more $PLTR during the [----] lows and wont let that happen ever again with the names I have high conviction in Ready"
X Link 2026-02-02T13:09Z [---] followers, [----] engagements
"HUGE WEEK THIS WEEK FOR THE MARKET - The White House to meet with banking & crypto executives tomorrow to discuss the stalled Senate crypto bill. - $PLTR earnings after the close today - $PYPL earnings before the open Tuesday - $AMD reports Tuesday after the close - $GOOGL reports Wednesday after the close - $AMZN reports Thursday after the close - Non-Farm payrolls Friday I expect some chop Great time to sell covered calls in my opinion lets have a great week folks Good morning Friends Huge week for my portfolio: - The White House to meet with banking & crypto executives tomorrow to discuss"
X Link 2026-02-02T14:51Z [---] followers, [----] engagements
"$PLTR Q4 Earnings: JESUS CHRIST LORD ALMIGHTY 70% YOY REVENUE GROWTH - EPS [----] vs [----] (Beat by 9%)β
- Revenue $1.407B vs $1.34B (Beat by 5%) β
- Performance EPS up 79% YoY up 19% QoQ β
- Revenue up 70% YoY up 19% QoQβ
- RULE OF [--] AT [---] β
THE PALANTIR TEAM DOES IT AGAIN SOFTWARE THE DOMINTAES EATING SAAS COMPANIES FOR LUNCH THE NEXT $PLTR IS $PLTR GO BACK TO YOUR CAVES BEARS https://twitter.com/i/web/status/2018431479047455181 https://twitter.com/i/web/status/2018431479047455181"
X Link 2026-02-02T21:08Z [---] followers, [----] engagements
"Can you hear me now I sold $PYPL this morning for $VZ Its worked out well so far π€· I SOLD OUT OF $PYPL The past [--] hours have been crazy as a $PLTR & $PYPL investor with two drastically different outcomes for both companies Im extremely happy and proud to be a $PLTR investor Im extremely disappointed with $PYPL Becuase of this Ill be taking a loss https://t.co/kZ08gz5IiU I SOLD OUT OF $PYPL The past [--] hours have been crazy as a $PLTR & $PYPL investor with two drastically different outcomes for both companies Im extremely happy and proud to be a $PLTR investor Im extremely disappointed with"
X Link 2026-02-03T19:56Z [---] followers, [---] engagements
"Took a quick peak and MAN were red π $PLTR $BMNR $GRAB. my portfolio is in pain All I have to say is:"
X Link 2026-02-04T15:14Z [---] followers, [---] engagements
"Thankful the green $VZ is giving me in this sea of red π Can you hear me now I sold $PYPL this morning for $VZ Its worked out well so far π€· https://t.co/agbq8GzC64 Can you hear me now I sold $PYPL this morning for $VZ Its worked out well so far π€· https://t.co/agbq8GzC64"
X Link 2026-02-04T16:31Z [---] followers, [---] engagements
"Im a $BMNR bull I believe $ETH will be higher But Im not unaware to the fact that Tom Lee knowingly or not may have orchestrated the biggest retail rug pull in the history of rug pulls. Tough times in crypto folks π"
X Link 2026-02-05T14:14Z [---] followers, [----] engagements
"Sold $PYPL for $VZ π¬ https://t.co/OHTIRObRSH https://t.co/OHTIRObRSH"
X Link 2026-02-05T17:27Z [---] followers, [----] engagements
"I absolutely agree. I think we need to get through this month. all of these software names like $CRM $SNOW $FIG and so many other software names report througout this month. The SaaS selloff is way too oversold at this point in my opinion. If we continue to see strong earnings especially from these SaaS names then I think we see a V-Shape reversal in tech names. Can't speak much for Crypto. I'm starting to join the Crypto winter boat at this level. https://twitter.com/i/web/status/2019508279077138916 https://twitter.com/i/web/status/2019508279077138916"
X Link 2026-02-05T20:27Z [---] followers, [---] engagements
"$AMZN Q4 EARNINGS: Revenue $213.4B vs Est. $211.3B β
EPS $1.95 vs Est. $1.96 π΄ AWS Sales $35.6B vs Est. $34.9B β
Q1 Guidance: Revenue $176B vs Est. $175B β
Operating Income $19B vs Est. $12B β
FY26 Guidance: CapEx $200B vs Est. $146Bπ΄"
X Link 2026-02-05T21:10Z [---] followers, [---] engagements
"His comp package. excuse the AI: Tom Lees BMNR compensation package (as Executive Chairman per shareholder-approved plan): Guaranteed cash: $35M total $15M upfront upon approval $5M annual retainer for [--] years Performance bonuses: Up to $60M (binary $15M/year for FY [--------] if revenue targets hit: $200M $500M progressively) Equity: 6M shares 1.5M time-based RSUs (vest over [--] years) 4.5M performance-based PSUs tied to stock price market cap growth and ETH supply ownership targets (e.g. toward 5%) Total potential: $95M+ cash + equity value (speculated $100M+ in some discussions depending on"
X Link 2026-02-06T00:54Z [---] followers, [--] engagements
"Okay people I understand some of you are going through it and I won't lie to you this move has been a painful one. Especially if you're in some of the biggest winners last year like $PLTR $HOOD $SOFI ect. The movements we're seeing in high risk assets such as $BTC & $ETH happen. These cycles happen and right now risk off seems to be the way the market is leaning towards at the moment with all the uncertainty. What I really want to say though if you've made it this far is this: YOU WILL MAKE IT THROUGH THIS A quick story from my own experience with a drawdown period: I personally started"
X Link 2026-02-06T01:49Z [---] followers, [---] engagements
"@iamgordonfrog Agreed I guess you can call me one too because I was buying $BMNR in the 40's & 30's π€£"
X Link 2026-02-06T01:55Z [---] followers, [---] engagements
"@RealMattMoney Just rubbing in the snow at this point Mr. White House quant π"
X Link 2026-02-06T02:51Z [---] followers, [---] engagements
"@starrgazzing987 I do not I wish I owned both frankly but Im fully invested in $BMNR $GRAB $PLTR and $VZ at the moment"
X Link 2026-02-06T11:47Z [---] followers, [---] engagements
"The best thing about $PLTR bears for me is they cant say anything about the company Lets list of some reasons for some of Palantirs big drawdowns in the past 2-3 years: [--]. April Liberation day sell off (entire market crashed) [--]. Michael Burry short position (which he pulled out of because he got burned because who shorts $NVDA & $PLTR) [--]. Entire SaaS AI will kill your business narrative that Palantir just definitively proved they dont deserve to be involved but hey your entire sector goes down makes sense you trend with it. All of these had pretty much V-share recoveries BTW π€· The best part"
X Link 2026-02-06T12:15Z [---] followers, [---] engagements
"The question is. Who is the winner of this capex spend I vote $NVDA $NBIS & $AVGO Big tech plans to spend BIG on AI in [----] Heres how much big tech plans to spend on CAPEX in [----] $200 Billion - Amazon $AMZN $180 Billion - Google $GOOGL $125 Billion - Meta Platforms $META $117.5 Billion - Microsoft $MSFT $20 Billion - Tesla $TSLA $13 Billion - Apple $AAPL https://t.co/7BCajS979C Big tech plans to spend BIG on AI in [----] Heres how much big tech plans to spend on CAPEX in [----] $200 Billion - Amazon $AMZN $180 Billion - Google $GOOGL $125 Billion - Meta Platforms $META $117.5 Billion - Microsoft"
X Link 2026-02-06T13:24Z [---] followers, [---] engagements
"Fair man Youve obviously been very successful in the market which means youve taken lessons youve learned and applied it to your journey which is how youre still here today. Im [--] now so I have a solid 20-30ish more years of growth ahead For me Ill continue to stay in high beta. I havent lived through a [----] event. most pullbacks Ive been apart of have lasted max 12ish months. How did you manage that when that came around https://twitter.com/i/web/status/2019766175211618467 https://twitter.com/i/web/status/2019766175211618467"
X Link 2026-02-06T13:32Z [---] followers, [----] engagements
"WE ARE SO BACK https://t.co/w0Ep9RakWf WE ARE SO BACK https://t.co/w0Ep9RakWf"
X Link 2026-02-06T14:19Z [---] followers, [---] engagements
"@alifarhat79 $BMNR for me rn"
X Link 2026-02-06T14:23Z [---] followers, [---] engagements
"$BMNR MOONING π"
X Link 2026-02-06T14:40Z [---] followers, [---] engagements
"Same I actually put a hedge on $PLTR with CCs at $165 for June 18th just because I was expecting some sort of drawdown and this was actually very helpful. I rolled those up for a profit and have them expiring February 20th at $125. If we get close to that number by expiration Ill roll out closer to the end of the year and pay a credit if I have to for a $200 strike. I think with the volatility we see this year those will be manageable. https://twitter.com/i/web/status/2019789553775604028 https://twitter.com/i/web/status/2019789553775604028"
X Link 2026-02-06T15:05Z [---] followers, [--] engagements
"Its a covered call market right now mine have printing so far this year π Ive been rolling $PLTR positions as needed and done a bit with $BMNR BUT have been more cautious as Im well below my average price of $38. I always try to roll for a net credit BUT will pay a debit if Im wanting to be seriously cautious. I dont do anything with $GRAB since premiums arent worth the squeeze. ITM in my $PLTR $125 strikes for 2/20 but will roll up and out depending on where we end next week. I definitely do not want to lose my shares Im not an expert at options by any means but Im posting this so others"
X Link 2026-02-06T20:01Z [---] followers, [---] engagements
"Tom Lee @fundstrat just now on CNBC on $BMNR: Bitmine has no leverage it has roughly [---] million Ethereum that earns 3% annually and we have about $600M in cash earning about 4% in money markets. So the company is making about $1000000 a day"
X Link 2026-02-06T20:28Z [---] followers, [---] engagements
"Im very interested to see the $BMNR accumulation rate of $ETH next week I expect that would give us a solid tell whether or not @fundstrat & company believe were near a bottom $ETH accumulation has accelerated slightly the last couple weeks so well see next Monday where it stands 70% of the way to 5% supply of Ethereum goal. https://twitter.com/i/web/status/2019880697146577254 https://twitter.com/i/web/status/2019880697146577254"
X Link 2026-02-06T21:07Z [---] followers, [---] engagements
"@Miko_Invest @amitisinvesting @stevenfiorillo @YouTube No doubt That Long Island communication style is a brand all in itself π"
X Link 2026-02-07T17:56Z [---] followers, [--] engagements
"How I feel after dipping my toe into $BMNR after Tom Lee said $ETH was going to $15000 by the end of [----] π"
X Link 2026-02-08T03:53Z [---] followers, [----] engagements
"Good morning friends Lots to be thankful for today ITS SUPER-BOWL SUNDAY Frankly I hate the Patriots and the Seahawks (Im a Dolphins guy) so Im just hoping for a good game. Personally Im to be ultra aware of which companies are doing ads Last year after the Super Bowl $HIMS went on a 40% run after their Super Bowl commercial went viral so Ill be paying attention to any social arbitrage plays for the coming days. This Super Bowl. Im a commercial guy Why do you like watch the Super Bowl https://twitter.com/i/web/status/2020500846790820316 https://twitter.com/i/web/status/2020500846790820316"
X Link 2026-02-08T14:11Z [---] followers, [---] engagements
"@KobeissiLetter All of these things and youre bearish"
X Link 2026-02-08T14:57Z [---] followers, 10.7K engagements
"For RobinHood $HOOD investors: I have a question around prediction markets which I thought was appropriate with it being Super Bowl Sunday. Personally I dont necessarily agree with having prediction markets involved with an investing app. At first I didnt necessarily have this opinion. But after speaking to several people who have struggled in the past with gambling addictions their opinion on this has convinced me that its much too easy to have access to particularly sports betting right inside the app thats meant for investing. My question is simple: Do you believe Robinhood should include"
X Link 2026-02-08T17:17Z [---] followers, [----] engagements
"@TedPillows I agree PT for $ETH: roughly $1250 PT for $BTC: roughly $35000 Personally I hope Im way off But if they get their Im buying the hell out of $BMNR"
X Link 2026-02-08T17:35Z [---] followers, [---] engagements
"I think thats a great solution I was listening to that interview yesterday Amit had with Abhishek and it sounds like the team at RobinHood is debating that very same point at this moment. My only concern having spoken to a couple friends whove had real issues with gambling is would the question to separate them at all be a trigger to maybe relapse I know thats an extreme situation VERY few and far between but Im sure there are people out there like that. Particularly around sports betting for whatever reason people seem to have the biggest problem with that. I totally understand why Robinhood"
X Link 2026-02-08T17:57Z [---] followers, [--] engagements
"I would think a stand-alone app would be better as well. You can still have it under the umbrella of RobinHood but just like they have the RobinHood Banking app they should also have a RobinHood Prediction Market app. I think RobinHood gives users access to enough resources for it to not necessarily be gameaffying investing BUT there is a fine line and RobinHood does a fair job walking it so that opinion on whether your think that is or isnt the case really comes down to the individual. I think theyre aware and are coming up with some solutions. With that said. I also think prediction markets"
X Link 2026-02-08T18:35Z [---] followers, [--] engagements
"I agree. Personally Im leaning more towards them having a totally separate app similar to how they have Robinhood and Robinhood Banking. But I agree the ability to more seamlessly remove prediction markets would be a net positive. My only worry is for those who may have serious gambling addictions but then the argument boils down to should they even be investing at all as they could just as easily turn investing into a similar addiction Lots of nuance here no question. https://twitter.com/i/web/status/2020567717170778146 https://twitter.com/i/web/status/2020567717170778146"
X Link 2026-02-08T18:37Z [---] followers, [---] engagements
"I havent seen anything confirming that even in their website. I pulled this from their website. Here is a direct quote I feel is aimed at $HOOD: If gambling becomes a more mainstream activity and as more and more companies conflate investing and gambling into a single experience we owe it to our kids and younger investors more broadly to make sure they understand the differences https://www.aboutschwab.com/mss/story/how-investing-and-gambling-are-not-the-same https://www.aboutschwab.com/mss/story/how-investing-and-gambling-are-not-the-same"
X Link 2026-02-08T19:12Z [---] followers, [--] engagements
"Oh I totally understand and agree. The prediction market revenue is a great pillar for Robinhood and I dont think theyll ever actually remove that as it wouldnt make business sense. I personally dont use them actively outside of maybe reviewing for sentiment review. With that said I do think there are ways they can differentiate their offering a bit more. Maybe a new app or a separate page on their current app. As of now prediction markets are offered directly below your current investment positions when fundamentally they are completely different products (or should be anyways). Just my own"
X Link 2026-02-08T19:31Z [---] followers, [--] engagements
"@KrisPatel99 Im right there with you on the Banking App. I actually got my Robinhood card instantly but banking has been substantially slower. I originally requested it in September so were on month [--] of me waiting for the product invite"
X Link 2026-02-08T19:33Z [---] followers, [---] engagements
"I hear you Matt I think there needs to be a much bigger divide personally I think theyll make the moves to do it as well. Although the revenue is nice the reputation $HOOD carries as an investment platform for young people can be harmed. Time will tell how they make adjustments. but I hope the money doesnt keep them from doing the right thing. I personally would advocate for a totally different app away from the investment app. https://twitter.com/i/web/status/2020613500096184587 https://twitter.com/i/web/status/2020613500096184587"
X Link 2026-02-08T21:39Z [---] followers, [---] engagements
"@leegoins11 100% agree man. Robinhoods goal is to have long term users on their platform. Hard for some users to do that if they burn all their money on a Super Bowl bet π€·"
X Link 2026-02-08T21:40Z [---] followers, [--] engagements
"Seems the consensus so far is most are against $HOOD having prediction markets within the investing app I personally think another app should be created similar to how they have the RobinHood app and the RobinHood banking app. The RobinHood Prediction Market app I think it would allow RobinHood to: [--]. Further separate gambling from investing killing the narrative Robinhood is an unserious investment platform [--]. Allow Robinhood to more heavily advertise specifically its prediction market & investing platform separately. Allowing for more niche marketing opportunities [--]. Become a better overall"
X Link 2026-02-08T23:00Z [---] followers, [----] engagements
"Did OpenAI just do a vibe coding commercial"
X Link 2026-02-09T00:04Z [---] followers, [---] engagements
"I found the reason why $DUOL is down 70% in [--] year 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 2026-02-09T00:22Z [---] followers, [---] engagements
"Super Bowl was a 4/10 overall - Ads were meh - Halftime show was fine - Game sucked Anybody crack the $CRM million dollar ad yet"
X Link 2026-02-09T03:07Z [---] followers, [---] engagements
"@TickerTapX If there was a missed it Here are a few I wrote down: Open AI: Vibe code a thing $META: hey guys glasses are cool Trump accounts: Jumpstart the American Dream $RKT: Will you be my neighbor $MSFT: Co-Pilot coach $COIN: Rock your body"
X Link 2026-02-09T12:01Z [---] followers, [--] engagements
"Good morning Lot's to be thankful for today This week $GRAB reports earnings (Wednesday after the close) so I'm excited to see what they will be doing to grow the business as they continue to hold onto that massive $7B cash pile. If we can: - Get clarity of their large cash reserve - See continued +20% revenue growth - Maintain profitability - Get a bigger emphasis on the usage of AI particularly with the use of AI mapping and drone delivery Then I would say the earnings call would be a success. $GRAB continues to grow & institutions have been accumulating at a rapid rate. hopefully their"
X Link 2026-02-09T14:14Z [---] followers, [---] engagements
"PSA BUY STOCKS WHEN THEY ARE DOWN There are a ton of names out there right now that are offering solid entry points: [--]. $PLTR below $140 [--]. $BMNR below $20 [--]. $ONDS at $10 [--]. $GRAB below $4.50 [--]. $ZETA below $17 [--]. $META below $700 [--]. $MSFT at $400 I can keep going but you get the point Who cares if they go lower Buy now and enjoy the ride for the next 3-5 years Youll be thankful you did https://twitter.com/i/web/status/2020873042763685901 https://twitter.com/i/web/status/2020873042763685901"
X Link 2026-02-09T14:50Z [---] followers, [---] engagements
"$BMNR I've said it before and I'll say it again The BitMine moonshot investment into Mr. Beast & beast industries is a underappreciated play by @fundstrat and team. This in my eyes is easily a future 10xer for $BMNR It's not just a chocolate play π https://www.businessinsider.com/mrbeast-company-is-buying-a-banking-app-2026-2 I'm seeing a lot of hate on the investment $BMNR made in Beast Industries I 100% disagree with the criticism and I wanted to provide my thoughts on this: [--]. The first point I want to make is this investment is very small relative to the companies size. $200Million while"
X Link 2026-02-09T18:13Z [---] followers, [---] engagements
"I love this. One of the biggest problems young Americans have today is the belief theyll never get ahead Thats a lie being told by the people who dont ever want you to get ahead The reality is if youre deliberate and tactical about where you place your money you can become better off financially than even you imagined. Hard work and knowledge is what makes people successful. I fully support helping young people learn more about investing and establishing themselves at a young age https://twitter.com/i/web/status/2020927675549036910 https://twitter.com/i/web/status/2020927675549036910"
X Link 2026-02-09T18:27Z [---] followers, [---] engagements
"@Mr_Derivatives Precisely why $HOOD should better separate prediction markets from the investment app"
X Link 2026-02-09T18:59Z [---] followers, [---] engagements
"Does the Clarity act get passed in [----] $BTC $ETH Yes No I have no clue Yes No I have no clue"
X Link 2026-02-09T19:04Z [---] followers, [---] engagements
"$PLTR Michael Burry the last time he attempted to short Palantir I am working on something $PLTR. https://t.co/PPETfScTkE I am working on something $PLTR. https://t.co/PPETfScTkE"
X Link 2026-02-10T01:31Z [---] followers, [----] engagements
"@glodnagogi @michaeljburry Dude called that over [--] years ago He thinks $IBM does what $PLTR does just an FYI π"
X Link 2026-02-10T01:53Z [---] followers, [---] engagements
"@em013L Emir he thinks $IBM does what Palantir does π"
X Link 2026-02-10T12:58Z [---] followers, [---] engagements
"Good morning friends π So much to be thankful for today. Here are a few things I'm thankful for: [--]. Michael Burry posting about $PLTR (When he thinks $IBM does the same thing π€£) [--]. My hard working wife [--]. The roof over my head [--]. The ability to invest in one of the most bullish markets in history What are you thankful for today https://twitter.com/i/web/status/2021223360273723820 https://twitter.com/i/web/status/2021223360273723820"
X Link 2026-02-10T14:02Z [---] followers, [---] engagements
"Hey Grok What was Michael Burry's percentage loss assuming he shorted Palantir in Q3 of [----] per his 13F he filed in November That would mean he would have started shorting when Palantir was around $170-$185 and it ran all the way to $207 at one point. Isn't it funny after he announced his short on Palantir & Nvidia he then liquidated his fund and became a blogger https://twitter.com/i/web/status/2021228236831621213 https://twitter.com/i/web/status/2021228236831621213"
X Link 2026-02-10T14:22Z [---] followers, [--] engagements
"π¨π¨BREAKING: Palantir $PLTR and Airbus just announced a [--] year extension to their contract worth $1 Billion"
X Link 2026-02-10T15:55Z [---] followers, [---] engagements
"As you heard above Michael Burry really does think $IBM and $PLTR really do the same thing. To be fair I wanted to understand why he was saying this and after some quick research I quickly found out why someone who doesn't want to do a real deep dive would generally believe that $PLTR and $IBM are similar. This is what is pulled up when you google: "Do Palantir & IBM offer similar products" As you can see according to google IBM offers "competing products" to Palantir https://twitter.com/i/web/status/2021270162603946065 https://twitter.com/i/web/status/2021270162603946065"
X Link 2026-02-10T17:08Z [---] followers, [---] engagements
"Now before I address these individually we need to understand why $PLTR is getting the hype that it is. One word: Efficiency. That's it. That's why Palantir is getting the premium they are getting. Imagine this: You're an investigator at Fannie Mae tasked with finding mortgage fraud. The speed in which you find this fraud could be the difference in those funds being recovered or not. Faster detection is critical because mortgage fraud introduces massive often irreversible financial risks to lenders homebuyers and the broader U.S. economy. When the detection process is manual and takes [--] days"
X Link 2026-02-10T17:08Z [---] followers, [---] engagements
"Now lets address intelligence analysis bracket of that googled chart. Here are what the products generally are: - Palantir's Gotham: a comprehensive integrated platform that automatically unifies messy incomplete data into a single operational picture seamlessly. - IBM i2 Analyst's Notebook: requires a much more manual approach to data preparation. Analysts must first collect their data and then import it into the application often having to manually create and define many of the relationships between data points. This is leaving out the fact that Gotham is used for Military & defense"
X Link 2026-02-10T17:08Z [---] followers, [---] engagements
"Enterprise Data Platform: Foundry Vs Cloud Pak Funny enough $PLTR previously had a partnership with $IBM with these exact products. This is important to understand as I'd argue this could be another reason Burry believes Palantir & IBM offer the same products Palantir and IBM partnered in February [----] primarily to simplify how businesses deploy artificial intelligence (AI) and scale its use across complex siloed data environments. By combining Palantir's Foundry "ontology" with IBM's Cloud Pak for Data they aimed to bridge the gap between theoretical AI pilots and real-world operational"
X Link 2026-02-10T17:08Z [---] followers, [---] engagements
"AI DEVELOPMENT: AIP vs WatsonX These are each companies individual AI platforms. enterprise-focused AI platforms designed to securely integrate generative AI into operational workflows though they differ in their primary focus: - Palantir AIP is an "action" platform. It builds a digital twin of your company (the Ontology) so AI agents can immediately solve operational problems by actually pushing the buttons for you. Its built for speed and execution. - IBM watsonx is a "foundational" platform. It provides a toolkit to build train and audit your own AI. It focuses heavily on governance and"
X Link 2026-02-10T17:08Z [---] followers, [---] engagements
"To Summarize everything I've mentioned. here are the key differences between $IBM and $PLTR: Palantir builds a "digital twin" of your business to drive immediate action while IBM provides a "factory" for building tuning and governing AI models. What's the difference you ask It goes back to the one word that matters: Efficiency When users apply Palantir's technology it allows them to see an end to end version of the busies on a digital level which allows the client to implement data understand that data and come to actionable decision based on the inputs. Speeding up the business cycle as a"
X Link 2026-02-10T17:08Z [---] followers, [---] engagements
"@TickerTapX I appreciate you Ticker You the man π«‘"
X Link 2026-02-10T17:16Z [---] followers, [---] engagements
"The grand consensus is the Clarity Act gets passed this year Today should be a nice indicator of that. I wonder how this changes once we get additional news Does the Clarity act get passed in [----] $BTC $ETH Does the Clarity act get passed in [----] $BTC $ETH"
X Link 2026-02-10T19:10Z [---] followers, [---] engagements
"@Kross_Roads Agreed Hard to take him seriously when he believes $PLTR & $IBM do basically the same thing"
X Link 2026-02-10T20:39Z [---] followers, [---] engagements
"$HOOD Q4 EARNINGS: - Revenue of $1.28B vs $1.33B expectedπ΄ - EPS of $0.66 vs $0.63 expectedβ
Stock is down 9% after hours"
X Link 2026-02-10T21:08Z [---] followers, [---] engagements
"$BMNR cracks below $20 again"
X Link 2026-02-10T21:12Z [---] followers, [---] engagements
"Absolutely Buy more $PLTR So many newer investors depressed their favorite names are getting wrecked for no good reason. Why you youngbloods acting like youre six months from retirement living off fixed income Prime earning years with this kind of volatility is the dream DCA deeper into your highest So many newer investors depressed their favorite names are getting wrecked for no good reason. Why you youngbloods acting like youre six months from retirement living off fixed income Prime earning years with this kind of volatility is the dream DCA deeper into your highest"
X Link 2026-02-10T22:36Z [---] followers, [---] engagements
"@SecScottBessent @POTUS @realDonaldTrump Hey Scott Howd the clarity act meeting go π"
X Link 2026-02-10T23:08Z [---] followers, [----] engagements
"RT @FetzInvests: For Michael Burry supporters & $PLTR Investors: A thread π§΅ Mr. Burry has stated $IBM basically does what Palantir does"
X Link 2026-02-10T23:29Z [---] followers, [--] engagements
"@LazaroInvestor $GRAB onto your butts π"
X Link 2026-02-11T15:08Z [---] followers, [---] engagements
"Retail Darlings Drawdown From Highs $HOOD -52% $IREN -46% $PLTR -35% $APP -38% $ORCL -53% $HIMS -76% $IONQ -58% $SOFI -36% $COIN -63% $CRWV -49% $CRDO -37% $RDDT -47% $NBIS -35% $ONDS -33% $RKLB -28% $ASTS -19% $ZETA -34% $BMNR -85% Which of these are you buying"
X Link 2026-02-11T15:14Z [---] followers, [----] engagements
"@philrosenn @DivesTech I made a post about this P/E doesnt matter for a company like $PLTR at least not in the way bears think it does. I explain my thoughts: Serious question for the $PLTR bears. Lets be serious we all know Palantir will eventually be a $500+ stock long term. (Low end estimate FYI) My question is this: Why would it matter if you bought today at $140 Sure lets say it did go down to $50 Id just buy more. https://t.co/wMulOVB3xB Serious question for the $PLTR bears. Lets be serious we all know Palantir will eventually be a $500+ stock long term. (Low end estimate FYI) My"
X Link 2026-02-11T17:19Z [---] followers, [---] engagements
"@PaperGainsInc And Michael burry thinks $PLTR & $IBM do the same thing π π π"
X Link 2026-02-11T17:35Z [---] followers, [---] engagements
"@pepemoonboy Nice man Right there with you its a covered call market right now. Im using my $PLTR position heavily I want to keep the shares though. So worst case if we get a major spike Ill roll out 3-6 months"
X Link 2026-02-11T17:38Z [---] followers, [---] engagements
"$GRAB earnings preview below If anyone still cares about $GRAB at this point π Historically Q4 is strong for $GRAB so Im excited. Well see where the chips land tonight $GRAB Earnings tonight at 7:00 PM EST π¬ Here are some of the streets expectations: - $940M to $942M Revenue projected to grow approximately 22% YoY. -GAAP Profitable for the sixth consecutive quarter with consensus EPS at $0.01. - $140M+ Adjusted EBITDA https://t.co/YfRCDxQM9u $GRAB Earnings tonight at 7:00 PM EST π¬ Here are some of the streets expectations: - $940M to $942M Revenue projected to grow approximately 22% YoY."
X Link 2026-02-11T17:48Z [---] followers, [---] engagements
"A real G I may do that I just specifically sold my $PYPL and I wanted to put it in something that was stable as I think well see some buying opportunities throughout the year with a new FED chair and midterms coming up. Its in my HSA so I can only invest in S&P500 names there and with the market near ATHs the high beta names I think will take a decent hit if we get a larger pullback If that happens I may use the $VZ position and roll it into $HOOD or $TSLA depending on where they are at that point. Thats my strategy for now anyways https://twitter.com/i/web/status/2021643196418371651"
X Link 2026-02-11T17:51Z [---] followers, [---] engagements
"@PaperGainsInc Isnt it Tells me one thing: Burrys short is based on a fundamental misunderstanding of the company I get its pricy today but long term Im ultra bullish. Palantir has seemed to do that for years with analysts remember when it was just a consulting company π"
X Link 2026-02-11T17:53Z [---] followers, [--] engagements
"@grok @tweetyeezy I got a lot of these numbers from a quick google so please excuse me if they are slightly off but my point remains: P/E can be high today but that doesn't mean the company won't be worth more in the future. Execution matters. and Palantir is executing"
X Link 2026-02-11T19:15Z [---] followers, [--] engagements
"@TrendStocksX I agree. If we miss I frankly don't believe we see less than $4. I don't believe they will though. Q4 is historically their strongest quarter"
X Link 2026-02-11T19:17Z [---] followers, [--] engagements
"I dont believe so remember were talking about a company that beat out $UBER on ride/deliveries. I believe in management and think theyll execute but I think they need to be slightly more aggressively in this market especially in the age of AI. They can cover their debt [--] times over so there is no risk on that side they just need to take some risks with that cash. Just my take though https://twitter.com/i/web/status/2021674432901554399 https://twitter.com/i/web/status/2021674432901554399"
X Link 2026-02-11T19:55Z [---] followers, [---] engagements
"@TrongPhanNC Please explain I feel like $GRAB is doing well despite competition Remember they beat out $UBER"
X Link 2026-02-11T20:45Z [---] followers, [---] engagements
"@iamtomnash Burry doesnt understand Palantir at all He thinks its basically $IBM I made a thread about it below: For Michael Burry supporters & $PLTR Investors: A thread π§΅ Mr. Burry has stated $IBM basically does what Palantir does. Specifically: "IBM does basically the same thing. Their business is actually bigger than Palantir's" Burry argued that Palantir acts more like a consulting https://t.co/2C1nvVL5J4 For Michael Burry supporters & $PLTR Investors: A thread π§΅ Mr. Burry has stated $IBM basically does what Palantir does. Specifically: "IBM does basically the same thing. Their business"
X Link 2026-02-11T20:52Z [---] followers, [----] engagements
"$APP Q4 Earnings Results: EPS: 3.24% vs $2.94 expected (10% beat)β
Revenue: $1.6598 vs $1.61B expected (3% beat) β
"
X Link 2026-02-11T21:06Z [---] followers, [---] engagements
"$MCD Q4 Earnings Results: Adjusted EPS: $3.12 vs. $3.05 expected β
Revenue: $7.01 billion (up 9.9% year-over-year).β
Net Income: $2.16 billion (up 7% year-over-year). β
Global Comparable Sales: Increased 5.7% β
"
X Link 2026-02-11T21:15Z [---] followers, [---] engagements
"@veseldataportal Thanks Vesel Should have a few 13F's coming out soon so I'm sure we'll see if $GRAB is seeing further accumulation. I think eventually the stock price will follow the fundamentals and based on big money's position I think they expect the same"
X Link 2026-02-11T21:21Z [---] followers, [---] engagements
"@HassiOnTheMoon Regardless of P/E at this point Palantir is a company that executes not many do it like $PLTR Im holding long term π«‘"
X Link 2026-02-11T22:00Z [---] followers, [----] engagements
"@DavidRi24012971 @grok π π π If Palantir went to $50 Im selling my ass pounding on OF so I can buy the dip π"
X Link 2026-02-11T22:01Z [---] followers, [--] engagements
"RT @AIStockSavvy: π’ : $GRAB Grab to Acquire Stash in $ Deal to Expand Fintech Footprint π : β€ Grab signs deal t"
X Link 2026-02-11T22:04Z [---] followers, [--] engagements
"@AIStockSavvy Love to see this $GRAB needs to spend that $7B. Hope to hear more during earnings"
X Link 2026-02-11T22:05Z [---] followers, [----] engagements
"@HassiOnTheMoon Agreed. A company that fights for the US & western values is a company Ill HAPPILY invest my hard earned money on. Ill live or die by pro-western companies π"
X Link 2026-02-11T22:07Z [---] followers, [---] engagements
"$GRAB Q4 Earning Results: - Revenue $906M vs est $941M (miss) π΄ - Adj EBITDA $148M vs 140M expected (+54% YoY). β
[----] Outlook: - [----] Revenue: $4.04B-$4.10B (20%-22%) β - [----] Adj EBITDA Guidance: $700M-720M (40%-44%) π΄ Stock is down 6% AH"
X Link 2026-02-11T22:32Z [---] followers, [----] engagements
"@MarcoNord Yep Waiting on earnings"
X Link 2026-02-11T22:52Z [---] followers, [--] engagements
"@MarcoNord Earnings call*"
X Link 2026-02-11T22:53Z [---] followers, [--] engagements
"@rokajoska Exactly Nearly all of them never heard of Palantir until [----] on top of that"
X Link 2026-02-12T00:12Z [---] followers, [---] engagements
"@ICC_Andy Damn right π«‘"
X Link 2026-02-12T00:52Z [---] followers, [--] engagements
"@TradeTactician I agree Average down when you can DCA into companies like $PLTR $AMZN & $MSFT is a fine way to do it"
X Link 2026-02-12T00:55Z [---] followers, [---] engagements
"I totally get your point Im just saying generally you want to buy and hold positions for long term wealth. Thats like saying you should have sold $MSFT in [----] to buy Cisco only to buy back into Microsoft at the top of the .com bubble in [----]. Not only would you not be able to do so you would have missed out on the gain $MSFT had between [----] and [----]. Assuming you got back in. All Im saying is buy and hold generation companies Which Palantir is https://twitter.com/i/web/status/2021751427282915543 https://twitter.com/i/web/status/2021751427282915543"
X Link 2026-02-12T01:01Z [---] followers, [---] engagements
"Earnings review* π"
X Link 2026-02-12T03:54Z [---] followers, [---] engagements
"@matthughes13 I bought $TSLA at $235 in April [--] and sold at $443 later that year. I was a genius. Then I put my gains into $PYPL π"
X Link 2026-02-12T05:11Z [---] followers, [---] engagements
"@IncomeSharks @elonmusk @BillyM2k This The algo currently encourages rage bait & engagement farming. Discourages peoples to actually make real content or longer form content. Why do that when you can say a company sucks and not even believe what youre saying Happens to $TSLA constantly"
X Link 2026-02-12T12:38Z [---] followers, [---] engagements
"Good mornin folks Lots to be thankful for today For me thats my beautiful wife the ability to invest in our future via companies like $PLTR and the [--] or so new followers I received yesterday (along with the rest of my followers). I really am thankful you all choose to follow a guy whos just tweeting his thoughts into the void. I hope I can bring you a smidge of value whether thats in my breakdowns or just a quick laugh here or there. Lets make some money today"
X Link 2026-02-12T12:55Z [---] followers, [---] engagements
"@CarsonTalkMoney @Stash I appreciate you Carson Long $GRAB"
X Link 2026-02-12T14:09Z [---] followers, [---] engagements
"The S&P [---] is up 72% since this was posted 10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive company that worked with powerful partners. Few https://t.co/PZ0S1FNroB 10000+ words enjoy $PLTR Taken together in the decade before it went public (in late 2020) Palantir rightfully or wrongfully and almost entirely not of its own doing was becoming a household name as an influential secretive company that worked with powerful"
X Link 2026-02-12T14:25Z [---] followers, [---] engagements
"@roleary1 @michaeljburry Thank you for reading Richard Glad to have you here. Just want to try and bring some truth to the Palantir FUD"
X Link 2026-02-12T14:27Z [---] followers, [--] engagements
"@lngtermcapital @Stash Yessir Usage getting involved in the $GRAB ecosystem will absolutely pay dividends in the longer run. Especially as $GRAB is dealing with driver shortages in the future. the earlier they get young people involved with $GRAB the better"
X Link 2026-02-12T17:21Z [---] followers, [--] engagements
"@ZueriHaris Under the same argument: We dont know $PLTR is going to back down $50 a share Thats entirely my point if you believe in the long term thesis continue to buy more. If Palantir is a generational company as I believe those who buy now will be rewarded"
X Link 2026-02-12T19:06Z [---] followers, [--] engagements
"@nazari_goudin I saw that I think its definitely possible. My only worry is the uncertainty still in the market BUT I reiterate now is a great time to start DCAing if youre a believer in the ETH thesis. Ive got a fairly hefty position already so Im nibbling here and there when I can"
X Link 2026-02-13T17:08Z [---] followers, [--] engagements
"@Mp3onWavs @michaeljburry Not a Palantir issue its a SaaS selloff But https://www.reuters.com/sustainability/sustainable-finance-reporting/michael-burry-big-short-fame-deregisters-scion-asset-management-2025-11-13/ https://www.reuters.com/sustainability/sustainable-finance-reporting/michael-burry-big-short-fame-deregisters-scion-asset-management-2025-11-13/"
X Link 2026-02-14T13:14Z [---] followers, [--] engagements
"I agree with you there You cant always pander the the needs of the few when the majority dont have the problem. Again for me its just the argument $HOOD opens up which allows competitors to harp on. This interview the $SCHB CEO had a few months ago directly spoke to prediction markets on investment platforms and he basically said that they dont belong anywhere near them. I think $HOOD will out perform $SCHB over the coming 3-4 decades but I do think they need to have a bigger distinction between investing and prediction markets $HOOD V $SCHB Charles Schwab CEO Rick Wuester on the young"
X Link 2026-02-08T18:55Z [---] followers, [--] engagements
"My $VZ buy doing exactly what I wanted it to do $VZ = my hedge to this market volatility & SaaS negativity narrative Sold $PYPL for $VZ π¬ https://t.co/Fkyuvi12E5 Sold $PYPL for $VZ π¬ https://t.co/Fkyuvi12E5"
X Link 2026-02-11T17:30Z [---] followers, [----] engagements
"Wow my Verizon $VZ bet paying off even more while the market sells off The hedge is working perfectly My $VZ buy doing exactly what I wanted it to do $VZ = my hedge to this market volatility & SaaS negativity narrative https://t.co/hObD3S6MHk My $VZ buy doing exactly what I wanted it to do $VZ = my hedge to this market volatility & SaaS negativity narrative https://t.co/hObD3S6MHk"
X Link 2026-02-12T16:37Z [---] followers, [---] engagements
"@unusual_whales Because LLMs are so unique @ chat GPT @ Gemini @ grok I can keep going"
X Link 2026-02-13T16:13Z [---] followers, [---] engagements
"@Mariusz_Invest Facts"
X Link 2026-02-13T21:24Z [---] followers, [---] engagements
"$IONQ quantum dream is a retail investors nightmare. The CEOs bigger than NVIDIA talk is pure hype with ZERO revenue to back it up just fancy PowerPoints. Name ONE working quantum product thats not sci-fi. Ill wait. π¦ $IONQ #InvestSmart"
X Link 2025-09-29T01:00Z [---] followers, [----] engagements
"Why is $PLTR down 5% today Per Reuters: Anduril and Palantir battlefield communication system has deep flaws per an Army Memo "We cannot control who sees what we cannot see what users are doing and we cannot verify that the software itself is secure" the memo says. As an investor who trusts the vision and mission of Palantir I would imagine this will be fixed or commented on by @PalantirTech My own opinion on this is its just weird a random army memo Okay. π On top of that Army CIO Leonel Garciga said in a statement: The issues were mitigated immediately Overreaction in my eyes but as an"
X Link 2025-10-03T14:12Z [---] followers, [----] engagements
"$GRAB She wants to break $6.50 so bad"
X Link 2025-10-06T16:35Z [---] followers, 13K engagements
"Folks We have ourselves a deal Literally the day before $PLTR & $GRAB earnings OPEN UP THE MARKETS BREAKING: President Trump officially announces a "deal on economic and trade relations with China:" Chinese actions: [--]. Suspend new rare earth export controls [--]. Issue general licenses for exports of rare earths [--]. Take "significant measures" to end flow of fentanyl to the US https://t.co/G5RRv2JRwb BREAKING: President Trump officially announces a "deal on economic and trade relations with China:" Chinese actions: [--]. Suspend new rare earth export controls [--]. Issue general licenses for exports of"
X Link 2025-11-02T02:09Z [---] followers, [----] engagements
"@amitisinvesting Alex Karp fights for the American worker Reason [--] of [----] why I love being a $PLTR investor"
X Link 2025-11-04T14:05Z [---] followers, [---] engagements
"How does one look at these $PLTR figures and say: Yeah awful company lets sell I know its the same geniuss who sold $META in [----] when it was at [----] P/E. Meta is up 2500% since then FYI $PLTR US Commercial is EXPLODING. Customers acquired over the past few years are finally expanding dramatically. Land - Expand - Scale - Dominate https://t.co/0ia1S4OgbW $PLTR US Commercial is EXPLODING. Customers acquired over the past few years are finally expanding dramatically. Land - Expand - Scale - Dominate https://t.co/0ia1S4OgbW"
X Link 2025-11-04T17:15Z [---] followers, [----] engagements
"I lived through being down near 70% on $PLTR in [----] This π΄ is nothing to me"
X Link 2025-11-07T04:37Z [---] followers, [----] engagements
"$HOOD V $SCHB Charles Schwab CEO Rick Wuester on the young investor: Thats why were winning. Were $11.8T of assets. Weve brought in $400B of new assets just this year through October which I think is bigger than the firm that thinks its winning with young investors. So Id say were crushing it with the young investor Interesting π€ As someone who at [--] left Schwab for Robinhood I find this comment funny. https://twitter.com/i/web/status/2002116797521178941 https://twitter.com/i/web/status/2002116797521178941"
X Link 2025-12-19T20:40Z [---] followers, [----] engagements
"Life360 $LIF is currently up over 28%% after releasing preliminary Q4 and full year [----] results Key points: - Data shows record monthly active users at [----] Million up 20% YoY exceeding prior years guidance - The companys paying subscribers grew 23% to [---] million with full-year revenue projected to rise 31% Life360 is a popular family safety app that uses GPS to share real-time locations among members in private groups In the world we live in today Id expect this company to do very well. One bearish thing I would point out over the long run (10 years or more) is if the birth rate continues"
X Link 2026-01-23T16:30Z [---] followers, [---] engagements
"The contrast between $PLTR & $PYPL is an interesting case study in the phsycology of value investors So many have screamed that $PLTR is overvalued referencing: Price to sales: [---] PE ratio: [---] While $PYPL has: Price to sales: [--] P/E Ratio: [--] If youre value investor you would look at this and say PayPal is easily a better investment than Palantir Yet after earnings even with the high valuation $PLTR holds. $PLTR: Up 10% pre-market $PYPL: Down 15% pre-market The lesson here for all investors: JUST BECAUSE SOMETHING LOOKS INEXPENSIVE DOESNT MEAN ITS A GOOD DEAL The difference between these two"
X Link 2026-02-03T13:04Z [---] followers, [---] engagements
"Good morning Folks Lots to be thankful for today. $PLTR below $140 $BMNR in the teens $GRAB below $4.50 All prices wed kill to have [--] years from now Lets take advantage together πͺ Im thankful for my incredible wife the roof over my head and the ability to invest. How about you https://twitter.com/i/web/status/2019746943304355912 https://twitter.com/i/web/status/2019746943304355912"
X Link 2026-02-06T12:16Z [---] followers, [---] engagements
"$HOOD has shown its cards Over the past few months RobinHood has followed nearly the exact same path crypto has dont take my word for it. Check out the chards starting October [----]. October 9th: - $HOOD & Bitcoin hits ATHs Since October 9th: - $HOOD down 45% from the highs - $BTC is down 44% from the highs RobinHood bulls better hope we arent in a Crypto winter. Im in $BMNR so I definitely hope not. But looks like if crypto stays down $HOOD isnt going anywhere either https://twitter.com/i/web/status/2019810819169530306 https://twitter.com/i/web/status/2019810819169530306"
X Link 2026-02-06T16:30Z [---] followers, [---] engagements
"@StockMKTNewz Interesting move Should help $BMNR investors and the moonshot investment π"
X Link 2026-02-09T17:09Z [---] followers, [---] engagements
"For Michael Burry supporters & $PLTR Investors: A thread π§΅ Mr. Burry has stated $IBM basically does what Palantir does. Specifically: "IBM does basically the same thing. Their business is actually bigger than Palantir's" Burry argued that Palantir acts more like a consulting firm (Sound Familiar) with expensive software that rebranded its services to benefit from the AI hype a sentiment he echoed by comparing them to dot-com era consultants. Don't believe me Here it is straight from @michaeljburry himself: https://twitter.com/i/web/status/2021270160170991918"
X Link 2026-02-10T17:08Z [---] followers, 13.1K engagements
"Lots going on this week [--]. $PLTR going to $40 [--]. $GRAB earnings tomorrow [--]. $BMNR & $ETH need some clarity I discuss these below:"
X Link 2026-02-10T18:01Z [---] followers, [---] engagements
"Good morning folks Lots to be thankful for today Non-Farm payrolls destroyed expectations with jobs coming in at 155k vs 70k expected. $GRAB earnings after the close. Woke up to my beautiful wife next to me Wednesday is going to be a good day π«‘"
X Link 2026-02-11T13:39Z [---] followers, [---] engagements
"Serious question for the $PLTR bears. Lets be serious we all know Palantir will eventually be a $500+ stock long term. (Low end estimate FYI) My question is this: Why would it matter if you bought today at $140 Sure lets say it did go down to $50 Id just buy more. If the company continues to excecute which they will that expensive valuation you keep harping on slowly goes away and before you know it you just missed out on a generational company (again) because the P/E was too high. $NVDA had a P/E of [---] in [----] $TSLA had a P/E of [----] in [----] $NFLX had a P/E [---] in [----] $AMZN had a P/E of"
X Link 2026-02-11T14:29Z [---] followers, 22.8K engagements
"$GRAB Earnings tonight at 7:00 PM EST π¬ Here are some of the streets expectations: - $940M to $942M Revenue projected to grow approximately 22% YoY. -GAAP Profitable for the sixth consecutive quarter with consensus EPS at $0.01. - $140M+ Adjusted EBITDA expected to reach a record high following Q3's record of $136M. I have some takes: [--]. Of course the price action has been frustrating. I've been in $GRAB since June 27th so I'm down about 13% on my current position. When I originally purchased the stock my thesis was (and still is) that the company will accelerate growth and will continue to"
X Link 2026-02-11T16:33Z [---] followers, [----] engagements
"$GRAB Q4 Earnings tonight I let you know what Im watching for and have posted my thoughts in the post below: $GRAB Earnings tonight at 7:00 PM EST π¬ Here are some of the streets expectations: - $940M to $942M Revenue projected to grow approximately 22% YoY. -GAAP Profitable for the sixth consecutive quarter with consensus EPS at $0.01. - $140M+ Adjusted EBITDA https://t.co/YfRCDxQM9u $GRAB Earnings tonight at 7:00 PM EST π¬ Here are some of the streets expectations: - $940M to $942M Revenue projected to grow approximately 22% YoY. -GAAP Profitable for the sixth consecutive quarter with"
X Link 2026-02-11T20:24Z [---] followers, [----] engagements
"$GRAB Waiting to listen to the call In all honesty the earnings wasnt horrible but obviously the street doesnt like it. The guidance was disappointing but Ill wait to hear the earnings call before I form my opinion here. Fingers crossed π€ $GRAB Q4 Earning Results: - Revenue $906M vs est $941M (miss) π΄ - Adj EBITDA $148M vs 140M expected (+54% YoY). β
[----] Outlook: - [----] Revenue: $4.04B-$4.10B (20%-22%) β - [----] Adj EBITDA Guidance: $700M-720M (40%-44%) π΄ Stock is down 6% AH https://t.co/Mxg80nsL28 $GRAB Q4 Earning Results: - Revenue $906M vs est $941M (miss) π΄ - Adj EBITDA $148M vs 140M"
X Link 2026-02-11T22:49Z [---] followers, [----] engagements
"I have some thoughts on the $GRAB acquisition of @Stash I'll go into more detail tomorrow on the earnings but I specifically wanted to talk about that acquisition tonight around the FinTech company: Stash. Frankly for long term $GRAB shareholders I think this is a massive W. The CFO of $GRAB Peter Oey said during the earnings call: "We see Stash as a unique asset with strong IP and a platform we don't have. We have strong payment strong GrabFin but we don't have a investing platform. Really it's important we also serve our userbase today not only in extending loans but also teaching them how"
X Link 2026-02-12T03:51Z [---] followers, [----] engagements
"Appreciate you Amit π«‘ Looking forward to reading some of your thoughts I know guidance was a bit disappointing but that earnings call made me feel a lot better. $GRAB still seems undervalued here to me especially at these levels but well see what Wall Street has to say tomorrow https://twitter.com/i/web/status/2021799802095231166 https://twitter.com/i/web/status/2021799802095231166"
X Link 2026-02-12T04:13Z [---] followers, [---] engagements
"Before I start this I want to preface this by saying I like many investors have a deep respect for what Michael Burry did during the financial crisis. He had the stones to call out a broken system http://x.com/i/article/2021960344378175488 http://x.com/i/article/2021960344378175488"
X Link 2026-02-12T16:07Z [---] followers, [----] engagements
"$RIVN Q4 Earning Results: - Revenue: $1.286B vs est $1.27 (1% BEAT) β
- EPS: [-----] vs [-----] expected (16% BEAT) β
In [----] we focused on execution as we laid the foundation for dramatically scaling our business. Our Autonomy & AI Day in December unveiled our RAP1 Autonomy Processor our autonomous driving platform and our AI-driven in-car Rivian Assistant. Its incredibly exciting to see the early strong reviews of the R2 pre-production builds and we cant wait to get them to our customers next quarter. Stock is up 10% AH π’ https://twitter.com/i/web/status/2022055117978300685"
X Link 2026-02-12T21:08Z [---] followers, [---] engagements
"$PINS Q4 Earning Results: - Revenue: $1.319B vs Est $1.33B (1% MISS) π΄ - EPS: [----] vs Est [----] (In Line) β Q1 Guidance: (What wall street doesn't like) - Revenue $961M vs. Est. $980M π΄ Stock is down 21% AH π΄"
X Link 2026-02-12T21:19Z [---] followers, [---] engagements
"People who dont need a credit score because they pay for everything in cash People who have a credit score over [---] https://t.co/UcEjg4lARp People who have a credit score over [---] https://t.co/UcEjg4lARp"
X Link 2026-02-12T23:29Z [---] followers, [---] engagements
"Meant to get my $GRAB earnings review out today but wasnt able to get it done with work Will release it tomorrow in an article via X Hope you guys had an awesome day"
X Link 2026-02-13T00:39Z [---] followers, [---] engagements
"@PLTRs_Palantir @michaeljburry PTFB"
X Link 2026-02-13T01:56Z [---] followers, [---] engagements
"Good morning friends β Lots to be thankful for today Im thankful for my beautiful wife my job and the ability to invest in names like $GRAB. Ill be releasing my in-depth review today but I wanted to give a brief summary in video format to give you guys an idea of my thoughts on the quarter. Spoiler alert: I think $GRAB is doing just fine https://twitter.com/i/web/status/2022328903948214297 https://twitter.com/i/web/status/2022328903948214297"
X Link 2026-02-13T15:15Z [---] followers, [----] engagements
"$BMNR bag-holders (me) are happy today :)"
X Link 2026-02-13T15:27Z [---] followers, 12.3K engagements
"$ETH & $BMNR FOR INVESTORS ONLY Of course it's been a rough one for Ethereum and simultaneously $BMNR. With that said with the long term trend of Ethereum now would be the time to start aggressively collecting as a long term investor For $ETH this window is between $2000 and about $1250. I don't know if it actually gets down to $1250 but we're very clearly in a window where if you bought anywhere near this bottom trendline you're likely an extremly happy Ethereum investor. Not financial advice. But I'm buying when I can here. https://twitter.com/i/web/status/2022348250523533588"
X Link 2026-02-13T16:32Z [---] followers, [----] engagements
"Michael Burry: Palantir is overvalued. Sell. Sell. Sell. Institutions: Buy. More. $PLTR"
X Link 2026-02-13T20:46Z [---] followers, 15.4K engagements
"Finally was able to post my $GRAB earnings review (Sorry I know I'm late to the partyπ¬) Overall I think it was a good quarter and I'm happy with the execution. So long as the company continues to execute at the level that they are this company will continue to prove it's undervalued. I don't think we see any moves until this chop goes away but that isn't the fault of $GRAB. I'll continue to be an investor until something breaks the thesis and so far $GRAB continues to be a business that I'd want to keep my money in. Of course do what you want but for me. LONG $GRAB https://t.co/ZNTk49eYCU"
X Link 2026-02-13T22:44Z [---] followers, [----] engagements
"@Juan_A_Vela @michaeljburry He thinks his Substack is getting a boost with $PLTR giving him all this attention π Burry is literally grifting off Palantir"
X Link 2026-02-13T22:53Z [---] followers, [---] engagements
"@Optrader85 Stocks go up Stocks go down Markets chop there is a massive SaaS selloff and Palantir is in the sector. The reality is Palantir will be a +$500 stock so long as they keep executing especially at 70% YoY revenue growth"
X Link 2026-02-13T22:58Z [---] followers, [---] engagements
"@Shima_party_UK Yeah but Carvana doesnt do [--] YoY revenue growth with 137% YoY US commercial growth. In a space where the MAG7 is set as of right now to spend over $650B in. Burry is absolutely misinformed here. Frankly he hasnt been right about much of anything recently"
X Link 2026-02-13T23:11Z [---] followers, [--] engagements
"Alright burry its 7:30 in the morning but if you want to start today off like this lets go [--]. Government customers pay slowly because of bureaucracy security reviews milestone approvals and budget cycles. This pushes DSO higher by design not because Palantir customers are reluctant to pay. Pure commercial SaaS companies like Adobe or HubSpot have almost no government exposure so comparing their DSO (2940 days) to Palantirs is misleading. [--]. Palantirs U.S. commercial business has been growing 137%+ year-over-year in this past quarter and is becoming a larger share of total revenue. Commercial"
X Link 2026-02-14T12:48Z [---] followers, [----] engagements
"@Ashton_1nvests $ASTS I had a 100k finger on the trigger at $25 Replaced it for $GRAB :( Still think $GRAB will do well but couldve had a 4x on my hands within [--] months lol"
X Link 2026-02-14T13:22Z [---] followers, [---] engagements
"$PLTR Hey Michael Burry:"
X Link 2026-02-14T14:15Z [---] followers, 21.5K engagements
"Great take Amit. The AI story as a whole hasnt treated burry well (insert his sell tweet here) But this Palantir storyline is the nail in the coffin speaking for myself as it shows one of two things: [--]. Burry truly doesnt understand the technology hes speaking on [--]. He does understand it and hes purposefully grifting on it to gain publicity to promote himself Burrys fairly intelligent so I think we both know whats going on here and its sad to see from someone who had so much respect from so many https://twitter.com/i/web/status/2022728561883267492"
X Link 2026-02-14T17:44Z [---] followers, [----] engagements
"Not a single person Ive seen argue against Palantir has had a factual argument yet The only relatively factual argument Ive seen is that its richly valued which is a fair argument but an arguement used for some of the best companies ever created at one point in their lifecycle or another Other than that. FUD https://twitter.com/i/web/status/2022736723705495944 https://twitter.com/i/web/status/2022736723705495944"
X Link 2026-02-14T18:16Z [---] followers, [---] engagements
"@TradableAstro @michaeljburry @fundstrat Throw a stone in the ocean that is tech and youd be down 30%-50% across the board. Burry doesnt deserve credit here because this drawdown has nothing to do with Palantir Similar to the 50% drawdown in April last year the is a macro issue not a Palantir issue"
X Link 2026-02-14T19:39Z [---] followers, [---] engagements
"@stfuzelinsky Agreed Especially when he thinks $IBM & $PLTR do the same thing"
X Link 2026-02-14T23:21Z [---] followers, [---] engagements
"$PLTR Michael Burry replied to my post which I replied to in kind which you can find in the post below Well see if he replies or blocks me. π With that said I stand by my take that Michael doesnt understand the technology and therefor the market advantage $PLTR holds above its competitors. For me his misunderstanding was proven when he compared $PLTR to $IBM saying: they basically do the same thing. This is the equivalent to saying Tom Brady & Danica Patrick basically so do same thing. I wrote an article (for free by the way) you can read breaking down this exact thing. This way you can see"
X Link 2026-02-14T23:27Z [---] followers, 28.3K engagements
"@xGameStopx @michaeljburry Thats actually false To his credit I dont think the $GME thesis is a bad one. The $PLTR take simply isnt based in reality"
X Link 2026-02-14T23:45Z [---] followers, [---] engagements
"Which as I already stated is a fair argument. That doesnt mean $PLTR cant grow into that multiple over time if they continue to execute like they have. I think its possible in the greater theme the market is in right now. Lets say $4-$5 trillion of spend goes to AI over the next [--] years or so. How much of that goes to $PLTR We dont know but the goal is to invest in the companies you believe will get a price of that lie and Palantir is one the forefront of that. Do you have a better pick to capture the momentum on the software side of AI"
X Link 2026-02-15T00:12Z [---] followers, [--] engagements
"$PLTR This company is overvalue A compilation of headlines regarding $AAPL $AMZN & $MSFT All of these stocks are up 5488% 1864% & 1383% If you invested $10000 the same years these articles were released youd have: $AAPL: $548800 $AMZN: $186400 $MSFT: $138300 Palantir will be the next example people will regret not holding onto and theyll be able to thank Michael Burry Wont be me π€· https://twitter.com/i/web/status/2022834978782957909 https://twitter.com/i/web/status/2022834978782957909"
X Link 2026-02-15T00:46Z [---] followers, [----] engagements
"@yewie115 @market_sleuth @amitisinvesting 100% Burrys track record since [--] looks about as good as Tom Bradys final year in the NFL Shouldve retired after the Super Bowl π€·"
X Link 2026-02-15T01:15Z [---] followers, [--] engagements
"@gibby_joe52901 @Kross_Roads Execution matters $NOW isnt a bad company But they arent executing like $PLTR"
X Link 2026-02-15T01:19Z [---] followers, [---] engagements
"@michaeljburry Burry thinks $IBM does what $PLTR does Proof he doesnt understand the company which is why you shouldnt pay for his take on it https://t.co/a2EdQU6qM4 https://t.co/a2EdQU6qM4"
X Link 2026-02-15T01:27Z [---] followers, [---] engagements
"@gibby_joe52901 @Kross_Roads Thats a fair take I tried that with $PYPL and it didnt work out I do wish you the best of luck with $NOW though"
X Link 2026-02-15T01:30Z [---] followers, [---] engagements
"@18Roxor @michaeljburry Trust me the last person Id want touching my money right now is Michael Burry. In all honesty Id pay him to not touch my money Make an inverseburry ETF. I guess you could call the S&P500 the inverseburry ETF its up 72% since this tweet π"
X Link 2026-02-15T01:36Z [---] followers, [---] engagements
"@felixdnf @michaeljburry This was a headline about $AAPL in [----] Imagine if you sold your position because someone who doesnt understand Apple convinced you it wasnt a company thats changing the landscape of cellular devices Burry is literally trying to do that exact thing with $PLTR today"
X Link 2026-02-15T01:46Z [---] followers, [---] engagements
"Im under attack @RealMattMoney @stevenfiorillo"
X Link 2026-02-15T02:42Z [---] followers, [---] engagements
"@IncomeSharks I literally dont even know what to say honestly π I definitely struck a nerve"
X Link 2026-02-15T03:17Z [---] followers, [---] engagements
"@qualityslop Me π π I really could care less If you have an opinion on Palantir make sure its accurate. Burry doesnt"
X Link 2026-02-15T03:20Z [---] followers, [--] engagements
"@Moerb Palantir is next π€·"
X Link 2026-02-15T03:45Z [---] followers, [--] engagements
"Update: Michael Burry replied and made sure to point out he called the crash of $GME in [----] along with several other calls Still no response regarding $PLTR though π€· $PLTR Michael Burry replied to my post which I replied to in kind which you can find in the post below Well see if he replies or blocks me. π With that said I stand by my take that Michael doesnt understand the technology and therefor the market advantage $PLTR holds $PLTR Michael Burry replied to my post which I replied to in kind which you can find in the post below Well see if he replies or blocks me. π With that said I"
X Link 2026-02-15T03:51Z [---] followers, [---] engagements
"@Kross_Roads @GrindeOptions Yet not a single argument around Palantir π But hey he definitely called the $GME crash in [----]. Dont forget that one"
X Link 2026-02-15T03:53Z [---] followers, [--] engagements
"Thats the other thing If Michael is calling for a short term pullback due to market weakness sure I could see that. Palantir took a 50% haircut during the April lows last year But you cant tell me a company growing at 70% YoY in revenue is a consulting company. At that point youre just not a serious person. Youre grifting Their product speaks for itself Its the exact reason why burry cant get anyone whos been a recent client of Palantir to actually come out and say anthing negative https://twitter.com/i/web/status/2022883410784518567 https://twitter.com/i/web/status/2022883410784518567"
X Link 2026-02-15T03:59Z [---] followers, [--] engagements
"Youre precisely right And Id still rather buy $PLTR Youre missing the point if youre only looking at valuation If you only look at valuation you very likely missed $TSLA $AMZN $META $NVDA $MSFT and so many other growth names. But hey if thats your investment style go for it https://twitter.com/i/web/status/2022884216166334787 https://twitter.com/i/web/status/2022884216166334787"
X Link 2026-02-15T04:02Z [---] followers, [--] engagements
"@GotSeoul91 Hopefully $BTC runs soon π"
X Link 2026-02-15T04:03Z [---] followers, [--] engagements
"@OldManBlackSock Id still rather buy $PLTR Youre missing the point if youre only looking at valuation If you only look at valuation you very likely missed $TSLA $AMZN $META $NVDA $MSFT and so many other growth names. But hey if thats your investment style go for it"
X Link 2026-02-15T04:04Z [---] followers, [--] engagements
"@BtcBestHedge @RealMattMoney @stevenfiorillo If Palantir gets to $40 Im selling everything to buy as many shares as possible π«‘"
X Link 2026-02-15T04:14Z [---] followers, [--] engagements
"$PLTR Going to bed but have a few quick thoughtsMichael Burry has shown his cards tonight Tonight instead of explaining & bringing to light the thesis that $PLTR shouldnt be trading at the levels it currently is he decided to go full screenshot monster and grift his $400 paid Substack on nearly all of his critics X pages. Creators like @amitisinvesting @HodlMagoo @arny_trezzi and myself received multiple screenshots on how Burry was absolutely 100% correct on things like the meme stock crash inflation etc. Here is the thing though. No response on $PLTR A couple things: [--]. Tonight shows it has"
X Link 2026-02-15T05:02Z [---] followers, [---] engagements
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/creator/twitter::FetzInvests