# ![@FiscalDaddy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1395207016105324544.png) @FiscalDaddy Fiscal Daddy

Fiscal Daddy posts on X about $nflx, $bkng, private equity, kalshi the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1395207016105324544/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1395207016105324544/c:line/m:interactions.svg)

- [--] Week [-----] +771%
- [--] Month [-----] +77%
- [--] Months [----------] +346%
- [--] Year [----------] +2,050%

### Mentions: [--] [#](/creator/twitter::1395207016105324544/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1395207016105324544/c:line/m:posts_active.svg)

- [--] Month [--] -78%
- [--] Months [---] +358%
- [--] Year [---] +157%

### Followers: [---] [#](/creator/twitter::1395207016105324544/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1395207016105324544/c:line/m:followers.svg)

- [--] Week [---] +0.96%
- [--] Month [---] +1.40%
- [--] Months [---] +7.90%
- [--] Year [---] +39%

### CreatorRank: [---------] [#](/creator/twitter::1395207016105324544/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1395207016105324544/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  23% [stocks](/list/stocks)  23% [technology brands](/list/technology-brands)  14% [social networks](/list/social-networks)  3% [countries](/list/countries)  2% [vc firms](/list/vc-firms)  2% [celebrities](/list/celebrities)  1% [cryptocurrencies](/list/cryptocurrencies)  1% [travel destinations](/list/travel-destinations)  1% [musicians](/list/musicians)  1%

**Social topic influence**
[$nflx](/topic/$nflx) #106, [$bkng](/topic/$bkng) 6%, [private equity](/topic/private-equity) 4%, [kalshi](/topic/kalshi) 4%, [ai](/topic/ai) 4%, [meta](/topic/meta) 4%, [in the](/topic/in-the) 3%, [you dont](/topic/you-dont) 3%, [inflation](/topic/inflation) 3%, [gdp growth](/topic/gdp-growth) 3%

**Top accounts mentioned or mentioned by**
[@evrgn11112231](/creator/undefined) [@viggykrishnan](/creator/undefined) [@atelicinvest](/creator/undefined) [@kalshi](/creator/undefined) [@tangentstyle](/creator/undefined) [@nigeleccles](/creator/undefined) [@somebodysomthig](/creator/undefined) [@pekwat](/creator/undefined) [@losaturnalia](/creator/undefined) [@apralky](/creator/undefined) [@opencv](/creator/undefined) [@meta](/creator/undefined) [@growingdaniel](/creator/undefined) [@signulll](/creator/undefined) [@kyliebytes](/creator/undefined) [@deedydas](/creator/undefined) [@yuchenjuw](/creator/undefined) [@scobleizer](/creator/undefined) [@bindureddy](/creator/undefined) [@lennysan](/creator/undefined)

**Top assets mentioned**
[Netflix Inc (NFLX)](/topic/$nflx) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Match Group Inc (MTCH)](/topic/$mtch) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Spotify Technology (SPOT)](/topic/$spot) [Metadium (META)](/topic/$meta) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [StubHub Holdings, Inc. (STUB)](/topic/$stub) [CVS Health Corp (CVS)](/topic/cvs) [UnitedHealth Group (UNH)](/topic/$unh) [Airbnb, Inc. (ABNB)](/topic/$abnb) [JAMES HARDIE INDUSTRIES plc. (JHX)](/topic/$jhx) [Trex Company, Inc. (TREX)](/topic/$trex) [USDC (USDC)](/topic/usdc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Super momentum is a perfect name for a book about SK Hynix SK Hynix published a book titled Super Momentum which contains the history of its development and internal behind-the-scenes stories from its days as an HBM underdog to the present. https://t.co/Uvf0M0lT2D SK Hynix published a book titled Super Momentum which contains the history of its development and internal behind-the-scenes stories from its days as an HBM underdog to the present. https://t.co/Uvf0M0lT2D"  
[X Link](https://x.com/FiscalDaddy/status/2019654747343691793)  2026-02-06T06:09Z [---] followers, [---] engagements


"@BalanceCrafting @ProMarket_org Private equity doesnt know how to do anything except take price or cut costs. An industry of parasites"  
[X Link](https://x.com/FiscalDaddy/status/2020473171837599906)  2026-02-08T12:21Z [---] followers, [--] engagements


"@nigeleccles @Kalshi Juul still created a generation of nicotine addicts"  
[X Link](https://x.com/FiscalDaddy/status/2020613015226511582)  2026-02-08T21:37Z [---] followers, [---] engagements


"@GayBearRes Hes mostly shitting on private equity and hes not wrong"  
[X Link](https://x.com/FiscalDaddy/status/2020615935128645676)  2026-02-08T21:49Z [---] followers, [---] engagements


"@somebodysomthig @nigeleccles @Kalshi I have no issue with nicotine consumption. But US teenage cigarette consumption was on downward decline for a long time"  
[X Link](https://x.com/FiscalDaddy/status/2020621934929821718)  2026-02-08T22:13Z [---] followers, [--] engagements


"NFLX buying WBD will go down in history like Seagrams buying Polygram for $10.6bn in [----] ($21bn in 2026)"  
[X Link](https://x.com/FiscalDaddy/status/2020633047293391003)  2026-02-08T22:57Z [---] followers, [---] engagements


"@pekwat I think it takes personalized AI - less utilization - subsidies get cut. Knowing HC some grifter is going to make it so you cant use Claude and have to use some app by Epic"  
[X Link](https://x.com/FiscalDaddy/status/2021594884252090751)  2026-02-11T14:39Z [---] followers, [--] engagements


"@buccocapital Private equity doesnt pay SBC & even if private software doesnt have an exist"  
[X Link](https://x.com/FiscalDaddy/status/2022160226036986307)  2026-02-13T04:05Z [---] followers, [--] engagements


"@Biohazard3737 You dont really need producers financing or actors. Frankly more time spent will shift to SFV while Hollywood Writers will strike again to save their jobs"  
[X Link](https://x.com/FiscalDaddy/status/2022287966320611463)  2026-02-13T12:33Z [---] followers, [--] engagements


"NFLX breadth & scale becomes a weakness rather than a strength as the alternatives get good enough. It will get squeezed by premium / franchise IP - live video podcasts prestige TV on one end. And commodity platforms better at breadth & volume - YT TT Reels on the other end"  
[X Link](https://x.com/FiscalDaddy/status/2022895820673290578)  2026-02-15T04:48Z [---] followers, [--] engagements


"@0xDevShah Are YC founders relevant Whats the last successful YC company Cursor is probably a [--] if it doesnt get acquired. META or GOOG will eat Jaspers lunch"  
[X Link](https://x.com/FiscalDaddy/status/2022901959431459091)  2026-02-15T05:13Z [---] followers, [---] engagements


"@evrgn11112231 I can see the Seedance video today thats more entertaining than most things NFLX / DIS has put out in the last few years. I never saw anything in crypto produce real value at any point in the cycle"  
[X Link](https://x.com/FiscalDaddy/status/2022833786950484061)  2026-02-15T00:42Z [---] followers, [---] engagements


"@losaturnalia @evrgn11112231 You dont need AGI w/ what is known today the progress models will make on real world applications will deepen in existing verticals and penetrate new verticals regardless"  
[X Link](https://x.com/FiscalDaddy/status/2022834385888670164)  2026-02-15T00:44Z [---] followers, [---] engagements


"@evrgn11112231 @losaturnalia I am more in maxi camp go back and forth on the timeline. I think theres probably 2-3 yrs left in transformer architecture research. Question is will we get the next leg before then to keep the party going. Or stops b/c the Dems capitalizes on AI doom to win 2028"  
[X Link](https://x.com/FiscalDaddy/status/2022836848503013729)  2026-02-15T00:54Z [---] followers, [--] engagements


"After thinking about this further there are [--] analogies on Netflixs position in the media ecosystem: 1) NFLX always something to watch value prop means its the department store of streaming. HBO/PARA is the specialty boutique. YT is the Amazon with infinite selection"  
[X Link](https://x.com/FiscalDaddy/status/2022895817678582145)  2026-02-15T04:48Z [---] followers, [--] engagements


"@viggy_krishnan Under the current architecture probably will Ilya come up with the next phase change after transformers"  
[X Link](https://x.com/FiscalDaddy/status/2023060601615081539)  2026-02-15T15:43Z [---] followers, [--] engagements


"@TheIcahnist Corporate raiders (of the 80s variety) took risk and undertook creative dealmaking. Private equity definitely killed American Industry"  
[X Link](https://x.com/yearendbogey/status/1937411432745701738)  2025-06-24T07:24Z [---] followers, [--] engagements


"@atelicinvest @obsidiancap1 @Beutty Gemini is better at hard thinking. Unfortunately NotebookLM doesnt use [---] flash since the project was orphaned"  
[X Link](https://x.com/yearendbogey/status/1938348972088676462)  2025-06-26T21:29Z [---] followers, [--] engagements


"@fundiescapital Viator relies on BKNG which makes its sale difficult"  
[X Link](https://x.com/yearendbogey/status/1940768913115304451)  2025-07-03T13:45Z [---] followers, [--] engagements


"Several years too late. Broken product. Wonder when $MTCH will come around and start gutting heads"  
[X Link](https://x.com/FiscalDaddy/status/1941044125958304161)  2025-07-04T07:59Z [---] followers, [---] engagements


"@KairosPraxis The thesis was not def not clear on SPOT at the lows the current price reflects them bending UMG and WMG over a barrel"  
[X Link](https://x.com/FiscalDaddy/status/1942021164177465345)  2025-07-07T00:41Z [---] followers, [---] engagements


"@milken_cookies Many cases of PE ruining things. They made cheerleading pay-to-play. Bain bought Varsity in [----] from Bain Jr. (Charlesbank) for $2.5B and just sold it to KKR for $4.75B. They paid an $82M fine in [----] for the suspect monopoly activities. https://www.thebignewsletter.com/p/this-is-not-a-democracy-its-a-cheerocracy https://www.thebignewsletter.com/p/this-is-not-a-democracy-its-a-cheerocracy"  
[X Link](https://x.com/FiscalDaddy/status/1943671354944782632)  2025-07-11T13:58Z [---] followers, [--] engagements


"@negative_IRR Recently went on the soapbox on Australia relevant given the article: https://x.com/FiscalDaddy/status/1944555697263329374 @viggy_krishnan @BoringBiz_ I agree that housing is much worse elsewhere (also in developed/low growth Asia). This is an issue unique to the US regarding relative wealth. I'd argue relative is far worse b/c it tampers w/ peoples expectations (i.e. their fantasies). AUS is and has been a rentier state. https://t.co/0Vit7J3rgi https://x.com/FiscalDaddy/status/1944555697263329374 @viggy_krishnan @BoringBiz_ I agree that housing is much worse elsewhere (also in"  
[X Link](https://x.com/FiscalDaddy/status/1947715432388919328)  2025-07-22T17:48Z [---] followers, [--] engagements


"@apralky I disagree that Mark Carneys victory was reactionary technocracy beating populism. His campaign was populist but not nationalist. Populism takes different flavors today in the US on the right it is nationalist and on the left its socialist"  
[X Link](https://x.com/FiscalDaddy/status/1947756111794156014)  2025-07-22T20:30Z [---] followers, [---] engagements


"@rauzarukuu @ZkPercipio @apralky https://drive.google.com/file/d/1TeLx_LS-ZCkbK8eqwXfH9_4_cftiFsJL/viewusp=sharing https://drive.google.com/file/d/1TeLx_LS-ZCkbK8eqwXfH9_4_cftiFsJL/viewusp=sharing"  
[X Link](https://x.com/FiscalDaddy/status/1948071183280468371)  2025-07-23T17:22Z [---] followers, [---] engagements


"@redactedrain This is true in an abstract sense. But when an industry is as over capitalized as PE with competition going up & capital locked up for duration. Raising capital deploying it. Just look at what happened to the mutual fund companies. IR ppl who get paid more than investors"  
[X Link](https://x.com/FiscalDaddy/status/1948152668284952854)  2025-07-23T22:46Z [---] followers, 16.8K engagements


"@GlennLuk @fredsoda The structural reforms it would face are simply reversing the wealth transfer of young people to elderly people. It is not structural just an evaluation of how long someone has the right to live at what quality of life / burden to society and what they must pay into the system"  
[X Link](https://x.com/FiscalDaddy/status/1948323700203245623)  2025-07-24T10:05Z [---] followers, [--] engagements


"@BigJohn043 He should have raised rates higher post COVID to kill inflation & offset COVID era stimulus. He didn't go far enough"  
[X Link](https://x.com/FiscalDaddy/status/1949068018731913251)  2025-07-26T11:23Z [---] followers, [--] engagements


"@_opencv_ @Meta @growing_daniel @signulll @kyliebytes @deedydas @Yuchenj_UW @Scobleizer @bindureddy @lennysan @PirateWires @venturetwins @amritwt @rohanpaul_ai @SymoneBeez @a16z Is thinkymachines a real company"  
[X Link](https://x.com/FiscalDaddy/status/1950571052263764057)  2025-07-30T14:55Z [---] followers, [---] engagements


"@_opencv_ @Meta @growing_daniel @signulll @kyliebytes @deedydas @Yuchenj_UW @Scobleizer @bindureddy @lennysan @PirateWires @venturetwins @amritwt @rohanpaul_ai @SymoneBeez @a16z It feels very on brand that Greenoaks backed Ilya and A16Z backed a Colby / Dartmouth grad w/ no post grad (the first is a joke & since when was Dartmouth a CS school)"  
[X Link](https://x.com/FiscalDaddy/status/1950572644169851345)  2025-07-30T15:02Z [---] followers, [---] engagements


"We no longer pay for Adobe Acrobat Pro at work and Ive had to switch to Adobe Reader. Worst application Ive ever used. Always trying to push some slop AI shit on me with pop ups. If I wanted an AI to read it Id just go to the LLM why tf would I use Adobe"  
[X Link](https://x.com/FiscalDaddy/status/1951397883602714934)  2025-08-01T21:41Z [---] followers, [---] engagements


"@leveredbetaboy2 The onset of Waymo in NY will lead to a great short case for Uber not bc the economics actually change but theres gonna be some PMs who never leave NY / T1 locations who think the world is changing faster than it will"  
[X Link](https://x.com/FiscalDaddy/status/1951858588097331276)  2025-08-03T04:12Z [---] followers, [--] engagements


"@DannyOcean555 @atelicinvest No need to tell me man Im very long the American degen rtard in the PA: $DKNG $FLUT $META $HOOD $SPOT (no that podcast isnt making you smarter) $HIMS (not in it anymore but ED isnt real [--] unless you have a porn addiction)"  
[X Link](https://x.com/FiscalDaddy/status/1953288414414983272)  2025-08-07T02:53Z [---] followers, [---] engagements


"@pekwat @ShitFund I was always told if you want to retire for some reason wait until your annual burn is 3% or less of liquid assets. But why retire This job is fun and if you know you dont need the money a lot of the stress is self imposed / mimetic"  
[X Link](https://x.com/FiscalDaddy/status/1955754782880120917)  2025-08-13T22:14Z [---] followers, [--] engagements


"@tangentstyle Clearlake owns Victory Live TicketNetwork (self-funded) are the two largest consolidators. TFL Group (guessing PE involved) and Stagefront are two other consolidators. StubHub alluded to wanting to get into this space and expand up the value chain (in MLB) when they were IPOing"  
[X Link](https://x.com/FiscalDaddy/status/1956756903041572933)  2025-08-16T16:36Z [---] followers, [---] engagements


"@EllliotttB The existence of CVs shows that demand for PE supply. Low quality sponsors (on a relative basis) cant do it as easily. LPs jump through hoops to get allocation to the next fund. Not dissimilar to Sequoias tiered fundraising to get access to US Flagship VC fund"  
[X Link](https://x.com/FiscalDaddy/status/1956763248528953406)  2025-08-16T17:01Z [---] followers, [---] engagements


"@kaizen_cap @S_curvecap What would you put in the grey middle Not acceptable: errors in historicals basic accounting Acceptable: getting the growth rate wrong w/in a reasonable bound In between:"  
[X Link](https://x.com/FiscalDaddy/status/1957124646358122968)  2025-08-17T16:57Z [---] followers, [---] engagements


"@FriendlyCapMgmt @Tintincapital This has been happening since 4o came out. Its useless for real research its very telling when someone says its a game changer for their process"  
[X Link](https://x.com/FiscalDaddy/status/1958053517043671200)  2025-08-20T06:28Z [---] followers, [--] engagements


"@viggy_krishnan @atelicinvest Agree w/ this pt. But inverting the question what would Europes living standards actually be if the US didnt invent and export the commercial internet to its fief states"  
[X Link](https://x.com/FiscalDaddy/status/1960953186262401218)  2025-08-28T06:30Z [---] followers, [--] engagements


"@viggy_krishnan @atelicinvest Specifically taking into account effectively [--] real gdp growth for the last [--] years. Not just commercial internet but all the consumer tech innovation that came out of Bell Labs and the DoD. Its impossible to answer but Id argue that there wouldve been a revolt much sooner"  
[X Link](https://x.com/FiscalDaddy/status/1960953629575119245)  2025-08-28T06:32Z [---] followers, [--] engagements


"@ContrarianCurse Theres a LO fund that basically is the same thing that manages $40bn+ in Greenwich. Took a -50% in [--]. Basically market performance w/ a fee. No idea how they have any capital"  
[X Link](https://x.com/FiscalDaddy/status/1961062156142625257)  2025-08-28T13:43Z [---] followers, [----] engagements


"@HedgeDirty This is what happens when AI is trained off of Reddit"  
[X Link](https://x.com/FiscalDaddy/status/1961953895791358463)  2025-08-31T00:47Z [---] followers, [--] engagements


"@0xKuzco Tbh most ppl doing equities seem to use it for news chat and charts"  
[X Link](https://x.com/FiscalDaddy/status/1964581337538654227)  2025-09-07T06:47Z [---] followers, [--] engagements


"@tangentstyle Even if the Series A investor was top [--] most knowledgeable person about residential real estate in the world"  
[X Link](https://x.com/FiscalDaddy/status/1970173701305123123)  2025-09-22T17:09Z [---] followers, [--] engagements


"@corleonecapital @treiner5 @modestproposal1 Bc BKNG has LT of inventory in markets where chains arent significant % of rooms. There isnt an RMS OAI could switch on to supplant BKNG. Expedia I have no idea you could ditch that shit with 5-10 master supply agreements w/ the biggest US chains"  
[X Link](https://x.com/FiscalDaddy/status/1976477727206379600)  2025-10-10T02:39Z [---] followers, [--] engagements


"The issue with coverage of the Antichrist event is that Thiel is fairly nuanced when he speaks and draws on broad comparisons. Journalists intentionally find the weakest form of the argument to dismiss it. The biblical inspiration in One Piece is fairly well thought out. thiel being a one piece otaku honestly isn't even in the top [--] weirdest things to happen this year https://t.co/olDJyx9D6R thiel being a one piece otaku honestly isn't even in the top [--] weirdest things to happen this year https://t.co/olDJyx9D6R"  
[X Link](https://x.com/FiscalDaddy/status/1977565040237776955)  2025-10-13T02:40Z [---] followers, [---] engagements


"https://firstthings.com/voyages-to-the-end-of-the-world/ https://firstthings.com/voyages-to-the-end-of-the-world/"  
[X Link](https://x.com/FiscalDaddy/status/1977565043924619460)  2025-10-13T02:40Z [---] followers, [--] engagements


"@ContrarianCurse Most advice you get is either smart (safe) or what you want to hear. Which makes it useless. A man might have 5-10 ppl in his life who will give good advice. Even then only you will know the full context. Cant actually put yourself in someone elses shoes"  
[X Link](https://x.com/FiscalDaddy/status/1978237688986599703)  2025-10-14T23:13Z [---] followers, [--] engagements


"How many months until he goes long $UNH a la $UBER I promised to come back to @X after I investigated the facts concerning @EPotterMD's video post about @UHC and its health insurance subsidiary UnitedHealthcare. To review I made an @X post in response to Dr. Potter's videos and X posts about an overzealous representative of I promised to come back to @X after I investigated the facts concerning @EPotterMD's video post about @UHC and its health insurance subsidiary UnitedHealthcare. To review I made an @X post in response to Dr. Potter's videos and X posts about an overzealous representative of"  
[X Link](https://x.com/yearendbogey/status/1891674476934316258)  2025-02-18T02:21Z [---] followers, [---] engagements


"Is founder mode growing 6pts slower than the company run by professional managers $ABNB @bchesky"  
[X Link](https://x.com/yearendbogey/status/1892707196808355859)  2025-02-20T22:45Z [---] followers, [---] engagements


"@liensofnewyork This is redditor brain"  
[X Link](https://x.com/yearendbogey/status/1893660712355914232)  2025-02-23T13:54Z [---] followers, [---] engagements


"@evan_lorenz @tangentstyle Kenvue makes JnJ Baby Oil"  
[X Link](https://x.com/FiscalDaddy/status/1940769726629925302)  2025-07-03T13:48Z [---] followers, [--] engagements


"@junkbondinvest How do you collect incentive fees on marks"  
[X Link](https://x.com/FiscalDaddy/status/1953848586413781271)  2025-08-08T15:59Z [---] followers, [---] engagements


"@rev_cap How do you solve this in a democracy all else equal Old ppl vote and there are more of them. The youngs cant do anything unless the former changes or theres enough GDP growth until they die"  
[X Link](https://x.com/FiscalDaddy/status/1981126953064419552)  2025-10-22T22:34Z [---] followers, [---] engagements


"@slapshotcapital One of the best LPs ever made"  
[X Link](https://x.com/FiscalDaddy/status/1982598371195142478)  2025-10-27T00:01Z [---] followers, [--] engagements


"The real issue with this Kalshi vs Polymarket debate is that the Kalshi employees that are all over Twitter defending it look & sound like the last people youd ever trust about these things"  
[X Link](https://x.com/FiscalDaddy/status/1987237756834374063)  2025-11-08T19:16Z [---] followers, [---] engagements


"@AlokANYC @drdanchoi Yes but changing behavior to get ppl to care about maintenance is hard / impossible. ACA is at least zero sum but if coverage dropped tomorrow would guess 5M of the 7M ACA enrollees 18-34 wouldnt find new insurance"  
[X Link](https://x.com/FiscalDaddy/status/1987769852107334124)  2025-11-10T06:30Z [---] followers, [--] engagements


"@averygrrl @LowAlphaHighVol @Maverick_Equity Would go further and say building a loyal s/h base has value (even if the s/h base appears irrational to an outside observer or outgroup s/h). Market wont bear comp packages if ppl dont trust mgmt. Counter example to Elon is the Aussies revolting against $JHX board / comp"  
[X Link](https://x.com/FiscalDaddy/status/1988019113462034828)  2025-11-10T23:01Z [---] followers, [---] engagements


"Gender discourse is the problem. The article starts off strong quoting Newsom & Emanuel understanding that living cost burdens lead to disengagement (impacts everyone). Yet ends with a man-boy crisis referencing two books (one written by an idiot) that is consistently wrong. Excellent piece on the alleged crisis of men asks the right questions https://t.co/AN27xiojWj Excellent piece on the alleged crisis of men asks the right questions https://t.co/AN27xiojWj"  
[X Link](https://x.com/FiscalDaddy/status/1988483741287583765)  2025-11-12T05:47Z [---] followers, [---] engagements


"College enrollment implies women are out achieving men academically. Maybe its just higher ed requirements for women dominated fields (also burdens them w/ more debt). If you dont need to go to college is it worth the cost Since [----] levering up for college is a bad trade"  
[X Link](https://x.com/FiscalDaddy/status/1988484847891796097)  2025-11-12T05:51Z [---] followers, [--] engagements


"@compound248 It should be taken directly from the boomers otherwise society will never heal"  
[X Link](https://x.com/FiscalDaddy/status/1989049922512121936)  2025-11-13T19:17Z [---] followers, [---] engagements


"@compound248 That generation and their political choices are the kid who goes to Halloween candy bowl takes everything but a few pcs and tells next kid to stop complaining that only Almond Joy & Twizzlers are all thats left. How comfortable wld their savings be if we means tested MA / SS"  
[X Link](https://x.com/FiscalDaddy/status/1989064775620522460)  2025-11-13T20:16Z [---] followers, [--] engagements


"@viggy_krishnan What else can a [--] GDP growth zone do to fund defense spending other than tax our national champions"  
[X Link](https://x.com/FiscalDaddy/status/1989144737014825329)  2025-11-14T01:33Z [---] followers, [--] engagements


"@partners_road lol no one is moving to Puerto Rico. For example you wouldnt move to Puerto Rico even if you claim you would"  
[X Link](https://x.com/FiscalDaddy/status/1989187216099381386)  2025-11-14T04:22Z [---] followers, [---] engagements


"@DannyOcean555 @TintagelCapital Its pretty easy to get L4L margin if you PF the historical periods yourself and use the sales numbers they gave on Monday. Azek was always doing more rebate in the channel than Trex now Trex has to catch up"  
[X Link](https://x.com/FiscalDaddy/status/1991015372133130523)  2025-11-19T05:27Z [---] followers, [---] engagements


"If the stock was down 25% on this fear why is it only up 6% today This court decision is very positive for @UMG whose share price experienced a 25% decline on fears that Bollore would have to sell its 18% stake in UMG to fund a buyout of minority Vivendi shareholders. The stock decline began this summer on July 28th with Cyrille Bollores This court decision is very positive for @UMG whose share price experienced a 25% decline on fears that Bollore would have to sell its 18% stake in UMG to fund a buyout of minority Vivendi shareholders. The stock decline began this summer on July 28th with"  
[X Link](https://x.com/FiscalDaddy/status/1991212036697489605)  2025-11-19T18:28Z [---] followers, [---] engagements


"@michaeldwm @BillAckman @UMG Its a shit co w/ declining margins and declining ROIIC. @BillAckman clearly wants to dump it"  
[X Link](https://x.com/FiscalDaddy/status/1991372554821611538)  2025-11-20T05:06Z [---] followers, [--] engagements


"@B__Digs Yes but that applies to a no deal scenario where the split occurs before the sale. If NFLX bids for S&S pre spin then its a sale with no tax basis. If psky buys whole then no problem or if original spin off happens"  
[X Link](https://x.com/FiscalDaddy/status/1991374618574352625)  2025-11-20T05:14Z [---] followers, [--] engagements


"@EmilyHerrera @ditzikow @Kalshi Founders can take secondary from VCs bet on their own failure and then retire"  
[X Link](https://x.com/FiscalDaddy/status/1991375570039636410)  2025-11-20T05:18Z [---] followers, [--] engagements


"@Twasluck1 Which media names are you looking at WBD up DIS SPOT NFLX down 10% CMCSA is -25%"  
[X Link](https://x.com/FiscalDaddy/status/1991376808374333942)  2025-11-20T05:23Z [---] followers, [--] engagements


"@PendulumFlow Could it just be that USDC has no real purpose except being cash replacement on COIN and USDT is probably used for crime / fraud / by EM foreigners. So USDC in circulation should go down if BTC goes down it just means ppl pulling out of crypto on/off ramp"  
[X Link](https://x.com/FiscalDaddy/status/1991739520329584846)  2025-11-21T05:24Z [---] followers, [--] engagements


"@JerryCap Its still more expensive than BKNG even w/o adjusting for SBC its still too expensive"  
[X Link](https://x.com/FiscalDaddy/status/1993064479874334833)  2025-11-24T21:09Z [---] followers, [---] engagements


"@S_curvecap @chat_SBC BKNG for sure idk about expe. Def not ABNB"  
[X Link](https://x.com/FiscalDaddy/status/1993085871843950806)  2025-11-24T22:34Z [---] followers, [---] engagements


"If @profplum99 was wrong about the big idea populists wouldnt be winning elections on both sides of the aisle"  
[X Link](https://x.com/FiscalDaddy/status/1993640697707020591)  2025-11-26T11:19Z [---] followers, [--] engagements


"@JerryCap None of this matters if they cant accelerate GBV. Its much more expensive than BKNG which grows the same / faster"  
[X Link](https://x.com/FiscalDaddy/status/1993795454514155581)  2025-11-26T21:34Z [---] followers, [---] engagements


"@TMTLongShort @reno4242 @FrankieFF_ Digital media deflates bc of content oversupply. You see it in author/journo earnings musicians earnings etc. OF inflationary bc similar to music ppl were pirating XXX content before digital channel. However profits are power law distributed & ppl focus on top earners y/y"  
[X Link](https://x.com/FiscalDaddy/status/1994437912390148546)  2025-11-28T16:07Z [---] followers, [---] engagements


"@TMTLongShort @reno4242 @FrankieFF_ Yeah but my pt was it was inflationary off low base. Like in music SPOT is inflationary to recorded music spend but after industry contracted 2/3. Musicians complain they dont get paid enough but its oversupplied market. Even the labels pushing to get paid more for superstars"  
[X Link](https://x.com/FiscalDaddy/status/1994442086829990187)  2025-11-28T16:23Z [---] followers, [--] engagements


"@HellsBitchen_ @McCutchWorld The only private undeveloped land in Midtown Im familiar with is Central Park"  
[X Link](https://x.com/FiscalDaddy/status/1995707076639592885)  2025-12-02T04:10Z [---] followers, [----] engagements


"@HellsBitchen_ @McCutchWorld NYC doesnt need more tax revenue. It needs to trim costs and build more housing. A casino would just bring a bunch of degenerates into Manhattan"  
[X Link](https://x.com/FiscalDaddy/status/1995711066110673172)  2025-12-02T04:26Z [---] followers, [---] engagements


"@TidefallCapital Sony WMG UMG. Lucian is a bad CEO like Bob Iger of music"  
[X Link](https://x.com/FiscalDaddy/status/1996194967207948403)  2025-12-03T12:29Z [---] followers, [---] engagements


"@SleepwellCap @gordocap18 Sony owns a minority stake in Rimas 30%. They get 15% from distribution + equity income 30% of Rimas RM royalties. Bought in [----] so well after it was clear Bad Bunny was a break out hit. It would be worse for their IS if they consolidated it b/c it would be margin dilutive"  
[X Link](https://x.com/FiscalDaddy/status/1996416696236875785)  2025-12-04T03:10Z [---] followers, [--] engagements


"@dwarkesh_sp W/in [--] months you could replace monotonous service jobs: medical labor (not surgeons) cust support low-level coding some IT support anything thats very rinse & repeat. The AMA wont let you do it in medicine which is a real roadblock. Despite many doctors using AI at work"  
[X Link](https://x.com/FiscalDaddy/status/1996463458007896402)  2025-12-04T06:15Z [---] followers, [--] engagements


"@dwarkesh_sp In the future we should expect that better RL in pre-training + multimodal improvements may bridge to generalized reasoning. But how can we know if possible w/o building compute Most of the frontier labs havent even pre-trained a model recently b/c of compute constraints"  
[X Link](https://x.com/FiscalDaddy/status/1996464243630383241)  2025-12-04T06:19Z [---] followers, [--] engagements


"Stupid comment. Childless ppl dont suck value out of pensions today (cohort not at retirement age en masse) this will just incentivize more low income HHs to commit welfare fraud via kids they cant afford to raise. Just build more urban housing Sounds exactly right to me. My prediction is that the first "stick" will be cutting childless people out of pensions. Sounds exactly right to me. My prediction is that the first "stick" will be cutting childless people out of pensions"  
[X Link](https://x.com/FiscalDaddy/status/1996467044238389565)  2025-12-04T06:30Z [---] followers, [---] engagements


"@resetbasis Never been to a gas station where the pump tried to short change me (illegally withhold deposit / not fix things in a timely manner). Bad actor landlords - overeager tenant friendly legal framework - bad actor tenants"  
[X Link](https://x.com/FiscalDaddy/status/2001335150836425188)  2025-12-17T16:54Z [---] followers, [----] engagements


"@aresearchguy $CLX needs an activist or something. Wtf is this blog post"  
[X Link](https://x.com/FiscalDaddy/status/2003717655103164778)  2025-12-24T06:41Z [---] followers, [---] engagements


"@jeremygiffon If someone took over Vanity Fair and then went back to doing 9-10 page exposes it would probably do pretty well as a niche but profitable operation. Not dissimilar to Colossus by ILTB but less PR and more of a deep dive on some major media / tech / finance person/event"  
[X Link](https://x.com/FiscalDaddy/status/2003802170874106125)  2025-12-24T12:17Z [---] followers, [--] engagements


"@ManuInvests Will check out full post On #2 EXPE is a worse biz than BKNG b/c 60% of room nights in the US are big chain. A marketplace is more valuable if supply is fragmented. In the case of airlines OTA take rates are 4% vs hotels at 20% b/c the airline industry is so consolidated"  
[X Link](https://x.com/FiscalDaddy/status/2003817016067772520)  2025-12-24T13:16Z [---] followers, [--] engagements


"@aresearchguy Idk if more screentime means more wipes"  
[X Link](https://x.com/FiscalDaddy/status/2003896538146525339)  2025-12-24T18:32Z [---] followers, [--] engagements


"@rev_cap Yet there are people every year that bet on supply growth rebounding only to get rugpulled"  
[X Link](https://x.com/FiscalDaddy/status/2010170792315887830)  2026-01-11T02:03Z [---] followers, [---] engagements


"@RyeNotBerben Yes the Head of AI at Tencent basically said the quiet part out loud (use WeChat data to make better consumer AI) but Google wont say that out loud"  
[X Link](https://x.com/FiscalDaddy/status/2010421570226073745)  2026-01-11T18:40Z [---] followers, [--] engagements


"Shiny rocks are alpha Its so over I hope you bought jr gold miners anon Its so over I hope you bought jr gold miners anon"  
[X Link](https://x.com/FiscalDaddy/status/2010550893284917292)  2026-01-12T03:14Z [---] followers, [---] engagements


"@samseely @nabeelqu Reddit Reels TikTok taking photos at a restaurant. Whatever manic depression is going on at r/nycinfluencersnark"  
[X Link](https://x.com/FiscalDaddy/status/2011600732441755942)  2026-01-15T00:46Z [---] followers, [--] engagements


"@TheStalwart Chart makes the opposite pt. Only scarcity that forces change is scarcity of demand which is no different than a recession. Most of these companies were boiling frogs 2010-2019 b/c there was no need then Covid saw demand headwinds for non-digital first then digital after"  
[X Link](https://x.com/FiscalDaddy/status/2011922520664932544)  2026-01-15T22:04Z [---] followers, [---] engagements


"@eugyppius1 EU leadership has spent the last 10-15Y trying to slow global growth at everyones expense. Restricting energy production taxing American tech companies and forcing ESG such that it became an HR project vs real energy transition. Good reasons to dislike EU leadership"  
[X Link](https://x.com/FiscalDaddy/status/2014037811179979169)  2026-01-21T18:10Z [---] followers, [--] engagements


"@qwerty12702 @overallsthinker The most important issue will be affordability again. This ICE stuff will be forgotten about but inflation is going to start accelerating again soon"  
[X Link](https://x.com/FiscalDaddy/status/2015870725228318906)  2026-01-26T19:33Z [---] followers, [---] engagements


"@atelicinvest The Moltbook takes read like Reddit comments lol"  
[X Link](https://x.com/FiscalDaddy/status/2017444039327429118)  2026-01-31T03:45Z [---] followers, [--] engagements


"@TidefallCapital @Reignots lol no its just likely dead wrong. They have lost negotiating power. We are going to find out in FY26 that SPOT bent Lucien over once again b/c of engagement carve outs. The bull case for UMG is they take headcount from 10K - 1K. Royalty Pharma has [---] employees"  
[X Link](https://x.com/FiscalDaddy/status/1982593062686843143)  2025-10-26T23:39Z [---] followers, [---] engagements


"@EnergyPeddler @WaterworldCapi1 Cutting short end rates no real impact to long-end. Real inflation roaring"  
[X Link](https://x.com/FiscalDaddy/status/2018927594897309723)  2026-02-04T06:00Z [---] followers, [--] engagements


"@mvhacking @SimpkinsBooks @Kling_ai NFLX has been pumping out reality TV garbage for years and ppl watch it. No one cares as long as its entertaining"  
[X Link](https://x.com/FiscalDaddy/status/2019661081040548298)  2026-02-06T06:34Z [---] followers, [--] engagements

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