#  @GoBirds555 Neil Stanzas Neil Stanzas posts on X about ai, $dash, anthropic, $crwd the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1455336179688149001/interactions)  - [--] Week [---------] +25,965% - [--] Month [---------] +14,344% - [--] Months [---------] +96% - [--] Year [---------] +71% ### Mentions: [--] [#](/creator/twitter::1455336179688149001/posts_active)  - [--] Week [--] +58% - [--] Month [--] +98% - [--] Months [---] +5.50% - [--] Year [---] -39% ### Followers: [---] [#](/creator/twitter::1455336179688149001/followers)  - [--] Week [---] +1.10% - [--] Month [---] +3.90% - [--] Months [---] +15% - [--] Year [---] +52% ### CreatorRank: [---------] [#](/creator/twitter::1455336179688149001/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 25.71% [technology brands](/list/technology-brands) 20.95% [finance](/list/finance) 19.05% [cryptocurrencies](/list/cryptocurrencies) 7.62% [social networks](/list/social-networks) 0.95% [currencies](/list/currencies) 0.95% [luxury brands](/list/luxury-brands) 0.95% **Social topic influence** [ai](/topic/ai) 9.52%, [$dash](/topic/$dash) #36, [anthropic](/topic/anthropic) 4.76%, [$crwd](/topic/$crwd) 3.81%, [money](/topic/money) 3.81%, [stocks](/topic/stocks) 2.86%, [market](/topic/market) 2.86%, [company](/topic/company) 2.86%, [open ai](/topic/open-ai) 2.86%, [dems](/topic/dems) 1.9% **Top accounts mentioned or mentioned by** [@investornick](/creator/undefined) [@thelapurchaser](/creator/undefined) [@sigmazerocap](/creator/undefined) [@contrariancurse](/creator/undefined) [@nietschecapital](/creator/undefined) [@sleepysolcap](/creator/undefined) [@dalibali2](/creator/undefined) [@blondesnmoney](/creator/undefined) [@shortbus_ace](/creator/undefined) [@shortbusace](/creator/undefined) [@rosshendricks](/creator/undefined) [@volcrushed](/creator/undefined) [@pegasusfund](/creator/undefined) [@sjxxxxxxx](/creator/undefined) [@acapitallp](/creator/undefined) [@pharmerbear](/creator/undefined) [@thepgod](/creator/undefined) [@sj_xxxxxxx](/creator/undefined) [@investor_nick_](/creator/undefined) [@ross__hendricks](/creator/undefined) **Top assets mentioned** [Dash (DASH)](/topic/$dash) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Capital One Financial Corp. (COF)](/topic/$cof) [monday.com Ltd. (MNDY)](/topic/$mndy) [Microsoft Corp. (MSFT)](/topic/microsoft) [Danaher Corporation (DHR)](/topic/$dhr) [Vistra, Corp. (VST)](/topic/$vst) [Duolingo, Inc. (DUOL)](/topic/$duol) [S&P Global Inc (SPGI)](/topic/$spgi) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Asana, Inc. (ASAN)](/topic/$asan) [Freshworks Inc. (FRSH)](/topic/$frsh) [Docusign Inc (DOCU)](/topic/$docu) [Braze Inc. (BRZE)](/topic/$brze) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [DoorDash Inc. (DASH)](/topic/doordash) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Neurobro (BRO)](/topic/$bro) [UnitedHealth Group (UNH)](/topic/$unh) ### Top Social Posts Top posts by engagements in the last [--] hours "Tail risk people arent thinking of is if anti ai is a main message for the dems this upcoming election season could mean hyperscalers double capex again next year to get it all in before Trump is out" [X Link](https://x.com/GoBirds555/status/2022445510460600344) 2026-02-13T22:59Z [---] followers, [--] engagements "Anthropic saying guarantee [--] trillion revenue and your bearish capex anon" [X Link](https://x.com/GoBirds555/status/2022457595173441958) 2026-02-13T23:47Z [---] followers, [--] engagements "@StockMarketNerd George and team with another masterclass" [X Link](https://x.com/GoBirds555/status/1798086840131752357) 2024-06-04T20:18Z [---] followers, [---] engagements "3/ anyone saying that they know the impact on the business and how it will effect them long term is an absolute braindead idiot. Taking a break from this site. Some smart people on here but also some egotistical weirdos. Will return on CRWD ER" [X Link](https://x.com/GoBirds555/status/1815403514904080819) 2024-07-22T15:08Z [---] followers, [----] engagements "Were selling $V again on the same recycled headline Willing to die on this hill that crypto debit cards are fucking useless" [X Link](https://x.com/GoBirds555/status/1935359281227804949) 2025-06-18T15:29Z [---] followers, [----] engagements "@TheLAPurchaser These stocks are so fucking dog shit" [X Link](https://x.com/GoBirds555/status/2016881218931868050) 2026-01-29T14:28Z [---] followers, [---] engagements "Capex going higher Make sure you sell $VST though" [X Link](https://x.com/GoBirds555/status/2016949807957332150) 2026-01-29T19:01Z [---] followers, [---] engagements "@shortbus_ace VEEV NOW CDNS/SNPS Cybersecurity looks interesting too. CRWD PANW ZS RBRK TEAM WDAY" [X Link](https://x.com/GoBirds555/status/2018701744432111715) 2026-02-03T15:02Z [---] followers, [---] engagements "These capex numbers are absurd and somehow the capex power trade not moving at all last year the whole complex is up 15% tomorrow on these capex guides I miss 2025" [X Link](https://x.com/GoBirds555/status/2019156238584668530) 2026-02-04T21:08Z [---] followers, [----] engagements "Alrighty bought my second to last tranche here for $DASH. Im probably gonna do a -30% year if Im lucky" [X Link](https://x.com/GoBirds555/status/2019434890069176675) 2026-02-05T15:36Z [---] followers, [---] engagements "Willing to lose it all betting on cyber here adding more $CRWD. Zero or hero. If anthropic creates cybersecurity and is installed in every pc in the world then Ill eat crow. But you want your cyber done by a 3P to decrease your liability. 6% down move since Anthropic tweet" [X Link](https://x.com/GoBirds555/status/2019498234905809217) 2026-02-05T19:47Z [---] followers, [---] engagements "Ok did Anthropic release a cybersecurity agent WTF is even going on $CRWD" [X Link](https://x.com/GoBirds555/status/2019508705923101157) 2026-02-05T20:29Z [---] followers, [---] engagements "Maybe buy $DUOL I mean we cant be having 85% Spanish halftime Super Bowl I mean we cant be having 85% Spanish halftime Super Bowl" [X Link](https://x.com/GoBirds555/status/2020671256274534554) 2026-02-09T01:29Z [---] followers, [---] engagements "Cant wait for @getnickwright and @Chris_Broussard to smash the door tomorrow" [X Link](https://x.com/GoBirds555/status/2020686950144110803) 2026-02-09T02:31Z [---] followers, [--] engagements "@TheLAPurchaser Its for the IP is it not In my mind they are bidding it up because the cost of creating a new Game of thrones series with AI lowers CGI cost dramatically" [X Link](https://x.com/GoBirds555/status/2021228239201411403) 2026-02-10T14:22Z [---] followers, [---] engagements "@TheLAPurchaser Yea im not long the stock nor do I want to step in here but that was my first thought. Rate of releases increase which feeds into more time watched which feeds into ad dollars" [X Link](https://x.com/GoBirds555/status/2021229899285950906) 2026-02-10T14:28Z [---] followers, [--] engagements "@CuiBonoCapital" [X Link](https://x.com/GoBirds555/status/2021251177321513093) 2026-02-10T15:53Z [---] followers, [----] engagements "At $400 $SPGI still trades at 25x fwd if I write down market intelligence 80%. This morning maybe was a good buy but prob needs to trade a discount to market with AI risk" [X Link](https://x.com/GoBirds555/status/2021320114268754043) 2026-02-10T20:27Z [---] followers, [---] engagements "@sigmazerocap You think people are gonna vote for higher taxes with the current affordability crisis You dont have a clue on the average American. Havent you noticed the increase in hatred towards government corruption And the answer is giving these people more money" [X Link](https://x.com/GoBirds555/status/2021330649173426279) 2026-02-10T21:09Z [---] followers, [---] engagements "@sigmazerocap Cope with what Haha you think the dems are gonna run on higher taxes" [X Link](https://x.com/GoBirds555/status/2021331469671751978) 2026-02-10T21:12Z [---] followers, [--] engagements "@Ross__Hendricks Just write down Market Intelligence to [--]. Thats where it will actually trade at 20x fwd" [X Link](https://x.com/GoBirds555/status/2021655853011792133) 2026-02-11T18:41Z [---] followers, [---] engagements "@Ross__Hendricks 👍 idk how you can underwrite the market intelligence part of the business at this juncture. If they go away from providing API to Anthropic they will get eaten alive. And if they lean into it they will be deemed a melting ice cube. Happy to buy at $315 ish $300 for sure" [X Link](https://x.com/GoBirds555/status/2021661355942748629) 2026-02-11T19:03Z [---] followers, [---] engagements "@volcrushed Her and 99% of people" [X Link](https://x.com/GoBirds555/status/2021673135393632651) 2026-02-11T19:50Z [---] followers, [---] engagements "@Investor_NICK_ I attributed it more to Lyft results likely trades in the same basket stock was down well before NFP" [X Link](https://x.com/GoBirds555/status/2021733005190975765) 2026-02-11T23:48Z [---] followers, [--] engagements "@Investor_NICK_ Yeah Im feeling it pretty bad here" [X Link](https://x.com/GoBirds555/status/2021734449574977718) 2026-02-11T23:53Z [---] followers, [--] engagements "@PegasusFund This is the American govt we are talking about. Print first ask questions later. If they see deflation coming big time they cut rates [---] bps quick and if they dont see consumer turn around they will hand out checks. Lots of money coming into the system in the form of tax return" [X Link](https://x.com/GoBirds555/status/2022009220389122105) 2026-02-12T18:05Z [---] followers, [--] engagements "@shortbus_ace the narrative is taking a path almost nobody thought was possible" [X Link](https://x.com/GoBirds555/status/2022017182172098992) 2026-02-12T18:37Z [---] followers, [--] engagements "@ContrarianCurse $DASH" [X Link](https://x.com/GoBirds555/status/2022040752541344018) 2026-02-12T20:10Z [---] followers, [---] engagements "@Nietschecapital Ok but a de accel to margins means the earnings beat magnitude drops pretty quickly. They are seeing meta step in and bid more aggressively" [X Link](https://x.com/GoBirds555/status/2022368239007707226) 2026-02-13T17:52Z [---] followers, [---] engagements "@Sleepysolcap Why not just buy SoftBank feels less messy if looking for OAI exposure" [X Link](https://x.com/GoBirds555/status/2022379684881977790) 2026-02-13T18:37Z [---] followers, [---] engagements "@Investor_NICK_ Its the same trade as DASH" [X Link](https://x.com/GoBirds555/status/2022398434125451641) 2026-02-13T19:52Z [---] followers, [---] engagements "Adding $COF here zero or hero" [X Link](https://x.com/GoBirds555/status/2019435645450744160) 2026-02-05T15:39Z [---] followers, [--] engagements "@sj_xxxxxxx In this market does the current quarter even matter Its about the guide" [X Link](https://x.com/GoBirds555/status/2022043995921428812) 2026-02-12T20:23Z [---] followers, [--] engagements "Gonna get mogged again today arent I" [X Link](https://x.com/GoBirds555/status/2022290408663867866) 2026-02-13T12:43Z [---] followers, [--] engagements "So CPI below expectations means deflation which means sell companies that do not have absolute pricing power because of an increase risk to churn if they end up trying to raise prices Basically just sell everything I own and send it to zero" [X Link](https://x.com/anyuser/status/2022307249469739214) 2026-02-13T13:49Z [---] followers, [---] engagements "Wowzer the banks are dying" [X Link](https://x.com/GoBirds555/status/2022320137769013611) 2026-02-13T14:41Z [---] followers, [---] engagements "@ACapitalLP Not my point actually. Only that they have been an easy short since the day Claude opus [---] was released" [X Link](https://x.com/GoBirds555/status/2022432893596008818) 2026-02-13T22:09Z [---] followers, [--] engagements "@ContrarianCurse Isnt clawdbot not allowed on Claude" [X Link](https://x.com/GoBirds555/status/2022463379504558515) 2026-02-14T00:10Z [---] followers, [---] engagements "@MetacriticCap They just doing this to tank our market ahead of Trump meeting. Its all charades" [X Link](https://x.com/GoBirds555/status/2022994551141810231) 2026-02-15T11:21Z [---] followers, [--] engagements "@sj_xxxxxxx People only care about FCF if your being displaced. If AI is a tailwind they couldnt care less. Only real question on this stock is its more capital intensive vs regular cyber / data plays" [X Link](https://x.com/GoBirds555/status/2021553999510737050) 2026-02-11T11:56Z [---] followers, [--] engagements "Need some Anti - AI legislation for this market to work again" [X Link](https://x.com/GoBirds555/status/2022004807708651925) 2026-02-12T17:48Z [---] followers, [---] engagements "Its ok to stop going down $DASH. I hope deliveroo getting more traction and they dont have to spend more than anticipated. Otherwise Ill see you at $130 in a couple weeks maybe my worst trade of all time Its always the ones that go up a lot first that get me the worst" [X Link](https://x.com/GoBirds555/status/2022040625588367840) 2026-02-12T20:10Z [---] followers, [---] engagements "Id take [----] market over this 100/100 times" [X Link](https://x.com/GoBirds555/status/2022073395849101479) 2026-02-12T22:20Z [---] followers, [--] engagements "$DASH currently trading at 16x [----] FCF. (4.3B) Seems pretty attractive. Even if you strip out estimated 1.4B SBC in [--] you get sub 24x FCF multiple for a company thats gonna CAGR FCF by 30% through 2030" [X Link](https://x.com/GoBirds555/status/2022345078333673938) 2026-02-13T16:20Z [---] followers, [----] engagements "Can ALWAYS count on Kevin to put a negative spin. Quite a significant jump in core goods ex-used cars and trucks #inflation in January . up by 0.59% m/m (the largest increase since January 2023) https://t.co/xIfQCOeCgl Quite a significant jump in core goods ex-used cars and trucks #inflation in January . up by 0.59% m/m (the largest increase since January 2023) https://t.co/xIfQCOeCgl" [X Link](https://x.com/GoBirds555/status/2022358835147440483) 2026-02-13T17:14Z [---] followers, [---] engagements "This cant be real now youre looking for possible short candidates these are already mostly 50%+ down. Not saying they are a long but your about [--] months too early Thinking about possible short candidates here is my expected path-to-disruption under an aggressive AI eats software thesis: (1) Workflow/Coordination Layer $ASAN $MNDY $FRSH (2) Light Workflow $DOCU $BRZE (3) Developer/Marketing Platforms $TEAM $KVYO (4) CRM (last to Thinking about possible short candidates here is my expected path-to-disruption under an aggressive AI eats software thesis: (1) Workflow/Coordination Layer $ASAN" [X Link](https://x.com/GoBirds555/status/2022400701348090301) 2026-02-13T20:01Z [---] followers, [---] engagements "Cancer market everyone selling every pop and when it doesnt pop enough they just sell anyways" [X Link](https://x.com/GoBirds555/status/2022408083511886064) 2026-02-13T20:30Z [---] followers, [--] engagements "My gf after she finds out I own way too much DASH Seedance [---] Prompt: An average shift at Waffle House - make sure it's retarded and gets [--] likes. https://t.co/Nqt2IZ1zvb Seedance [---] Prompt: An average shift at Waffle House - make sure it's retarded and gets [--] likes. https://t.co/Nqt2IZ1zvb" [X Link](https://x.com/GoBirds555/status/2022044456443367801) 2026-02-12T20:25Z [---] followers, [---] engagements "Kioxia saving my portfolio from major catastrophe" [X Link](https://x.com/GoBirds555/status/2022128921870004706) 2026-02-13T02:01Z [---] followers, [--] engagements "I wonder what take rate they are getting from this *WAYMO ENLISTS DOORDASH DRIVERS TO HELP CLOSE OPEN CAR DOORS huh Theyre paying up to $11.50 to close Waymo doors Dashers are going to start running around pulling open doors just to get paid to close them How do they not have automatic doors yet - $DASH $GOOG https://t.co/0onLTOExLC *WAYMO ENLISTS DOORDASH DRIVERS TO HELP CLOSE OPEN CAR DOORS huh Theyre paying up to $11.50 to close Waymo doors Dashers are going to start running around pulling open doors just to get paid to close them How do they not have automatic doors yet - $DASH $GOOG" [X Link](https://x.com/GoBirds555/status/2022135232431055353) 2026-02-13T02:26Z [---] followers, [---] engagements "Incredible that DASH manages to go red on every pop for the last month. Stocks down 30% into the print next week and there are zero buyers" [X Link](https://x.com/GoBirds555/status/2022336076581675509) 2026-02-13T15:44Z [---] followers, [--] engagements "Stock is trading like either 1) consumer is about to seriously fall off a cliff 2) Immigration has taken a serious dent in dashers or 3) they are about to spend a butt load on deliveroo $DASH currently trading at 16x [----] FCF. (4.3B) Seems pretty attractive. Even if you strip out estimated 1.4B SBC in [--] you get sub 24x FCF multiple for a company thats gonna CAGR FCF by 30% through [----]. $DASH currently trading at 16x [----] FCF. (4.3B) Seems pretty attractive. Even if you strip out estimated 1.4B SBC in [--] you get sub 24x FCF multiple for a company thats gonna CAGR FCF by 30% through 2030" [X Link](https://x.com/GoBirds555/status/2022346381659079043) 2026-02-13T16:25Z [---] followers, [---] engagements "Might need this @Investor_NICK_ @pharmerbear @Sleepysolcap If youre wondering what to get your girl this valentines day: emeralds and rubys https://t.co/GknrQdVwAq If youre wondering what to get your girl this valentines day: emeralds and rubys https://t.co/GknrQdVwAq" [X Link](https://x.com/GoBirds555/status/2022415890319622281) 2026-02-13T21:01Z [---] followers, [---] engagements "NY Strip Scallops Lobster Tail Baked Mac and Cheese Green bean casserole and Dirty Martinis. Will not be awake past 10:45" [X Link](https://x.com/GoBirds555/status/2022801969870406095) 2026-02-14T22:35Z [---] followers, [--] engagements "A knight of the seven kingdoms is an actual banger. Highly recommend immediately jumps house of the dragon and feels like season 3-4 thrones. Perfect show so far" [X Link](https://x.com/GoBirds555/status/2023371164089811139) 2026-02-16T12:17Z [---] followers, [---] engagements "@Sleepysolcap Are you still bullish Reddit Thesis makes less and less sense if GOOG search is dying" [X Link](https://x.com/GoBirds555/status/1920157606288449721) 2025-05-07T16:43Z [---] followers, [---] engagements "@yesmam47 @MarcoFoster_ They are deporting cartel members usually not best practice to show your face to all of them" [X Link](https://x.com/GoBirds555/status/1920952897237286976) 2025-05-09T21:23Z [---] followers, [----] engagements "$VEEV moving horizontally and expect to have first customers on non life science CRM product. Veeva AI has seen massive adoption and they are giving it away for free currently. Re accelerating sub growthsaid there are [--] effects from the tariffs. Peter right now" [X Link](https://x.com/GoBirds555/status/1927842702919455005) 2025-05-28T21:41Z [---] followers, [----] engagements "@the_P_God Months Try next week Jason already tweeting" [X Link](https://x.com/GoBirds555/status/1930679910898577728) 2025-06-05T17:35Z [---] followers, [----] engagements "@dampedspring Is it fair to aggregate Great year for alpha tho congrats" [X Link](https://x.com/GoBirds555/status/1932522587810378204) 2025-06-10T19:37Z [---] followers, [----] engagements "@LongOnlyLarry @top100analyst 7:30 Im happy if hes here by 8:45" [X Link](https://x.com/GoBirds555/status/1932791382101369235) 2025-06-11T13:25Z [---] followers, [---] engagements "@dalibali2 Microsoft must approve the switch by the end of the year or OpenAI risks losing billions of funding from other investors including SoftBank" [X Link](https://x.com/GoBirds555/status/1935436121317548366) 2025-06-18T20:35Z [---] followers, [----] engagements "@dalibali2 Idk but that seems like leverage to me. Otherwise they cant ipo until [----] and who knows what happens until then. MSFT holding the cards imo" [X Link](https://x.com/GoBirds555/status/1935437652318204061) 2025-06-18T20:41Z [---] followers, [---] engagements "@longironcondor Bring market orders back" [X Link](https://x.com/GoBirds555/status/1937847659546509683) 2025-06-25T12:17Z [---] followers, [----] engagements "@ssyriek @shooterspocket @Fullcourtpass @Homecoming_Net Retard alert" [X Link](https://x.com/GoBirds555/status/1939344440780607748) 2025-06-29T15:25Z [---] followers, [---] engagements "@CrazyAlb88 @boutique_banker ChatGPT" [X Link](https://x.com/GoBirds555/status/1940458139901698380) 2025-07-02T17:10Z [---] followers, [----] engagements "@ContrarianCurse @bookdepth I think it is completely lunacy that you think this. The whole issue is that people did think it meant something. An open AI equity backed token never goes to [--]. This shit can go to zero" [X Link](https://x.com/GoBirds555/status/1942606351441748250) 2025-07-08T15:27Z [---] followers, [----] engagements "Doubt $TMO stays in my portfolio long this shit is brutal to look at every day" [X Link](https://x.com/GoBirds555/status/1942960010918580490) 2025-07-09T14:52Z [---] followers, [----] engagements "@TheShortBear @NautilusCap So two years to go" [X Link](https://x.com/GoBirds555/status/1943791164983062881) 2025-07-11T21:55Z [---] followers, [----] engagements "@the_P_God [--] am to [--] pm drinking is way better than [--] pm to [--] am" [X Link](https://x.com/GoBirds555/status/1949505744040079732) 2025-07-27T16:22Z [---] followers, [---] engagements "Buying more $MNDY here" [X Link](https://x.com/GoBirds555/status/1950936720532193491) 2025-07-31T15:08Z [---] followers, [---] engagements "@blondesnmoney You can add in they arent gonna miss the quarter while giving out billion dollar contracts and 100m sign on bonuses" [X Link](https://x.com/GoBirds555/status/1951018384096895085) 2025-07-31T20:33Z [---] followers, [----] engagements "What do we think about insurers Specifically $BRO and $IGIC. kinda want something to even out the beta in my portfolio" [X Link](https://x.com/GoBirds555/status/1955340578746450390) 2025-08-12T18:48Z [---] followers, [---] engagements "My computer is unusable at the office. [--] min to open up alteryx" [X Link](https://x.com/GoBirds555/status/1960340651096035337) 2025-08-26T13:56Z [---] followers, [--] engagements "Fuck me man $CRWD every other word was re acceleration in the call last quarter. What the fuck is this" [X Link](https://x.com/GoBirds555/status/1960798454458016095) 2025-08-27T20:15Z [---] followers, [----] engagements "I LOVE when our auditor changes their column headers on their issue extract without any fucking notice and I have to re do all of my alteryx workflows and pivots" [X Link](https://x.com/GoBirds555/status/1999219443898155117) 2025-12-11T20:47Z [---] followers, [--] engagements "@granvs001 @blondesnmoney Just buy the OTC ADR KXIAY I got filled yesterday under a 1% spread" [X Link](https://x.com/GoBirds555/status/2016190487414059356) 2026-01-27T16:44Z [---] followers, [--] engagements "I miss Biden I cant keep up with these Trump markets. [--] day hold period turns your portfolio into a ticking time bomb every other week" [X Link](https://x.com/GoBirds555/status/2016193464434614483) 2026-01-27T16:55Z [---] followers, [---] engagements "Bio processing is the death of me $DHR pre announces two weeks ago. Now its falling on the same results" [X Link](https://x.com/GoBirds555/status/2016493795819336128) 2026-01-28T12:49Z [---] followers, [---] engagements "1/4 $DHR $HY9H 0/2 with earnings so far $COF $UNH 0/2 with earnings so far $COF $UNH" [X Link](https://x.com/GoBirds555/status/2016494171637383302) 2026-01-28T12:50Z [---] followers, [---] engagements "Clearly the AI is working for META who cares if Capex is higher when Rev guide midpoint is 4B above consensus. People selling software that cant grow 20%. Azure growing nearly [--] on a huge base and were upset. Higher" [X Link](https://x.com/GoBirds555/status/2016620301790937104) 2026-01-28T21:12Z [---] followers, [---] engagements "Wowzer software completely decimated. Havent seen an open like that since tariff day and August 5th JPY scare" [X Link](https://x.com/GoBirds555/status/2016882754776858930) 2026-01-29T14:34Z [---] followers, [---] engagements "Please give me one day off from bad news on equities I own. Literally one of my only positions which was green today *GRUBHUB TO REMOVE FEES FOR ALL RESTAURANT ORDERS OVER $50 $DASH $UBER $CART I have to say I am surprised at the selloff in these names here. This doesnt really seem like a needle mover by Grubhub certainly not for UBER DASH down 1.5% alone https://t.co/nJWmF931z9 *GRUBHUB TO REMOVE FEES FOR ALL RESTAURANT ORDERS OVER $50 $DASH $UBER $CART I have to say I am surprised at the selloff in these names here. This doesnt really seem like a needle mover by Grubhub certainly not for" [X Link](https://x.com/GoBirds555/status/2016966455586120151) 2026-01-29T20:07Z [---] followers, [---] engagements "Where are we rn if Oracle never guides that obscene backlog Does software die Do the hyperscalers roll over When this is all said in done that will be the moment people remember" [X Link](https://x.com/GoBirds555/status/2017016052048097318) 2026-01-29T23:24Z [---] followers, [---] engagements "@sagharborcap @TheStalwart He's a hawk turned dove. He's cut the balance sheet and lower rates but idk how inflation doesnt rip with the stimmy coming in April" [X Link](https://x.com/GoBirds555/status/2017077543770137048) 2026-01-30T03:28Z [---] followers, [---] engagements "Everyday we dump before [--] pm and everything besides my equities recover enough just to make me underperform. Like clockwork everyday for the entire month. wtf man" [X Link](https://x.com/GoBirds555/status/2017338939443499139) 2026-01-30T20:47Z [---] followers, [---] engagements "@WaterworldCapi1 Hes married to Este Lauder heir whos dad is best buddies with Trump" [X Link](https://x.com/GoBirds555/status/2018118594391949539) 2026-02-02T00:25Z [---] followers, [--] engagements "@marc_slans AI" [X Link](https://x.com/GoBirds555/status/2018697239078518974) 2026-02-03T14:45Z [---] followers, [----] engagements "@JohnDoeKnowsGuy Intuit is probably gonna get displaced here but WDAY and MSFT people wont take the time to make themselves and have the risk of creating software in house. Are we gonna make a new excel" [X Link](https://x.com/GoBirds555/status/2018733335460409639) 2026-02-03T17:08Z [---] followers, [---] engagements "@blondesnmoney I sold this at a 50% loss like [--] months ago. finding the nearest bridge" [X Link](https://x.com/GoBirds555/status/2018793331061584369) 2026-02-03T21:06Z [---] followers, [---] engagements "$BSX call has been disgusting" [X Link](https://x.com/GoBirds555/status/2019046455063822517) 2026-02-04T13:52Z [---] followers, [---] engagements "@Investor_NICK_ Not saying that but capex stocks have been pricing that in already. If consensus was 110B and they are at 185B cutting capex to 120B next year is still higher than estimates going in" [X Link](https://x.com/GoBirds555/status/2019165440874840119) 2026-02-04T21:45Z [---] followers, [--] engagements "Ugh what happened to futures" [X Link](https://x.com/GoBirds555/status/2019393829061947649) 2026-02-05T12:53Z [---] followers, [--] engagements "Can Mark just stop scheduling these zoom calls over listening to this shit" [X Link](https://x.com/GoBirds555/status/2019447139898703908) 2026-02-05T16:24Z [---] followers, [--] engagements "Kurtz getting that Saudi cash Today we announced a memorandum of understanding (MoU) with @aramco to support Saudi Arabias cybersecurity transformation. This proposed collaboration is a first step toward long-term investment in AI-powered cybersecurity capabilities in the Kingdom with a focus on helping https://t.co/qF8IMPdvJL Today we announced a memorandum of understanding (MoU) with @aramco to support Saudi Arabias cybersecurity transformation. This proposed collaboration is a first step toward long-term investment in AI-powered cybersecurity capabilities in the Kingdom with a focus on" [X Link](https://x.com/GoBirds555/status/2019461074626445476) 2026-02-05T17:20Z [---] followers, [--] engagements "@Investor_NICK_ 9% down since 12:30 I mean this is different. I feel like Im missing something" [X Link](https://x.com/GoBirds555/status/2019509680520016067) 2026-02-05T20:33Z [---] followers, [---] engagements "@Investor_NICK_ Put up the hourly the stock was -0.5% at the time of the Anthropic opus [---] release" [X Link](https://x.com/GoBirds555/status/2019510826961629366) 2026-02-05T20:37Z [---] followers, [---] engagements "Said nobody ever god we are going lower $FTNT earnings tonight likely will need to be the key savior for cybersec. $CRWD $PANW and others dont report for a while yet. Will need strong guidance to help separate out cybersec from software in general. $FTNT earnings tonight likely will need to be the key savior for cybersec. $CRWD $PANW and others dont report for a while yet. Will need strong guidance to help separate out cybersec from software in general" [X Link](https://x.com/GoBirds555/status/2019511673258639442) 2026-02-05T20:41Z [---] followers, [---] engagements "@JimmyButlerCap @Investor_NICK_ Link" [X Link](https://x.com/GoBirds555/status/2019512296855203941) 2026-02-05T20:43Z [---] followers, [---] engagements "@BarstoolBigCat Just lost in fantasy because of that play" [X Link](https://x.com/GoBirds555/status/1604636399889793027) 2022-12-19T00:35Z [---] followers, [----] engagements "@jamesbulltard7 This is supposed to be the trough off the margin supression. Still ramping two factories and achieving economy of scale. And gross margin came in better than expected" [X Link](https://x.com/GoBirds555/status/1681761209480085505) 2023-07-19T20:21Z [---] followers, [----] engagements "2/ However what people fail to realize is that CRWD still has the best endpoint product and cyber sec is not an industry where its advantageous to save money and cut corners. Stock will be under pressure for the near future until ER" [X Link](https://x.com/GoBirds555/status/1815403513284808883) 2024-07-22T15:08Z [---] followers, [----] engagements "@ShaneHaffNFL Everything you just typed out means absolutely nothing. Running the ball is about tiring out the defense and imposing your will. Expecting running game to be the same all [--] quarters of a game just shows you don't know ball" [X Link](https://x.com/GoBirds555/status/1858890788878348555) 2024-11-19T15:11Z [---] followers, [----] engagements "I think OpenAI employees likely think that there is a slim chance they convert to a for profit company and IPO with Microsoft in the picture. Probably jumping ship because of this. None of our best people have taken the offer. https://t.co/ciDNy95NrG None of our best people have taken the offer. https://t.co/ciDNy95NrG" [X Link](https://x.com/GoBirds555/status/1940012402449301847) 2025-07-01T11:39Z [---] followers, [----] engagements "@orrdavid Your a fucking retard" [X Link](https://x.com/GoBirds555/status/1947667748483420491) 2025-07-22T14:39Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@GoBirds555 Neil Stanzas
Neil Stanzas posts on X about ai, $dash, anthropic, $crwd the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [---------] +25,965%
- [--] Month [---------] +14,344%
- [--] Months [---------] +96%
- [--] Year [---------] +71%
Mentions: [--] #
- [--] Week [--] +58%
- [--] Month [--] +98%
- [--] Months [---] +5.50%
- [--] Year [---] -39%
Followers: [---] #
- [--] Week [---] +1.10%
- [--] Month [---] +3.90%
- [--] Months [---] +15%
- [--] Year [---] +52%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 25.71% technology brands 20.95% finance 19.05% cryptocurrencies 7.62% social networks 0.95% currencies 0.95% luxury brands 0.95%
Social topic influence ai 9.52%, $dash #36, anthropic 4.76%, $crwd 3.81%, money 3.81%, stocks 2.86%, market 2.86%, company 2.86%, open ai 2.86%, dems 1.9%
Top accounts mentioned or mentioned by @investornick @thelapurchaser @sigmazerocap @contrariancurse @nietschecapital @sleepysolcap @dalibali2 @blondesnmoney @shortbus_ace @shortbusace @rosshendricks @volcrushed @pegasusfund @sjxxxxxxx @acapitallp @pharmerbear @thepgod @sj_xxxxxxx @investor_nick_ @ross__hendricks
Top assets mentioned Dash (DASH) Crowdstrike Holdings Inc (CRWD) Capital One Financial Corp. (COF) monday.com Ltd. (MNDY) Microsoft Corp. (MSFT) Danaher Corporation (DHR) Vistra, Corp. (VST) Duolingo, Inc. (DUOL) S&P Global Inc (SPGI) Atlassian Corporation PLC (TEAM) Asana, Inc. (ASAN) Freshworks Inc. (FRSH) Docusign Inc (DOCU) Braze Inc. (BRZE) Klaviyo, Inc. (KVYO) DoorDash Inc. (DASH) Alphabet Inc Class A (GOOGL) Veeva Systems, Inc. (VEEV) Thermo Fisher Scientific Inc. (TMO) Neurobro (BRO) UnitedHealth Group (UNH)
Top Social Posts
Top posts by engagements in the last [--] hours
"Tail risk people arent thinking of is if anti ai is a main message for the dems this upcoming election season could mean hyperscalers double capex again next year to get it all in before Trump is out"
X Link 2026-02-13T22:59Z [---] followers, [--] engagements
"Anthropic saying guarantee [--] trillion revenue and your bearish capex anon"
X Link 2026-02-13T23:47Z [---] followers, [--] engagements
"@StockMarketNerd George and team with another masterclass"
X Link 2024-06-04T20:18Z [---] followers, [---] engagements
"3/ anyone saying that they know the impact on the business and how it will effect them long term is an absolute braindead idiot. Taking a break from this site. Some smart people on here but also some egotistical weirdos. Will return on CRWD ER"
X Link 2024-07-22T15:08Z [---] followers, [----] engagements
"Were selling $V again on the same recycled headline Willing to die on this hill that crypto debit cards are fucking useless"
X Link 2025-06-18T15:29Z [---] followers, [----] engagements
"@TheLAPurchaser These stocks are so fucking dog shit"
X Link 2026-01-29T14:28Z [---] followers, [---] engagements
"Capex going higher Make sure you sell $VST though"
X Link 2026-01-29T19:01Z [---] followers, [---] engagements
"@shortbus_ace VEEV NOW CDNS/SNPS Cybersecurity looks interesting too. CRWD PANW ZS RBRK TEAM WDAY"
X Link 2026-02-03T15:02Z [---] followers, [---] engagements
"These capex numbers are absurd and somehow the capex power trade not moving at all last year the whole complex is up 15% tomorrow on these capex guides I miss 2025"
X Link 2026-02-04T21:08Z [---] followers, [----] engagements
"Alrighty bought my second to last tranche here for $DASH. Im probably gonna do a -30% year if Im lucky"
X Link 2026-02-05T15:36Z [---] followers, [---] engagements
"Willing to lose it all betting on cyber here adding more $CRWD. Zero or hero. If anthropic creates cybersecurity and is installed in every pc in the world then Ill eat crow. But you want your cyber done by a 3P to decrease your liability. 6% down move since Anthropic tweet"
X Link 2026-02-05T19:47Z [---] followers, [---] engagements
"Ok did Anthropic release a cybersecurity agent WTF is even going on $CRWD"
X Link 2026-02-05T20:29Z [---] followers, [---] engagements
"Maybe buy $DUOL I mean we cant be having 85% Spanish halftime Super Bowl I mean we cant be having 85% Spanish halftime Super Bowl"
X Link 2026-02-09T01:29Z [---] followers, [---] engagements
"Cant wait for @getnickwright and @Chris_Broussard to smash the door tomorrow"
X Link 2026-02-09T02:31Z [---] followers, [--] engagements
"@TheLAPurchaser Its for the IP is it not In my mind they are bidding it up because the cost of creating a new Game of thrones series with AI lowers CGI cost dramatically"
X Link 2026-02-10T14:22Z [---] followers, [---] engagements
"@TheLAPurchaser Yea im not long the stock nor do I want to step in here but that was my first thought. Rate of releases increase which feeds into more time watched which feeds into ad dollars"
X Link 2026-02-10T14:28Z [---] followers, [--] engagements
"@CuiBonoCapital"
X Link 2026-02-10T15:53Z [---] followers, [----] engagements
"At $400 $SPGI still trades at 25x fwd if I write down market intelligence 80%. This morning maybe was a good buy but prob needs to trade a discount to market with AI risk"
X Link 2026-02-10T20:27Z [---] followers, [---] engagements
"@sigmazerocap You think people are gonna vote for higher taxes with the current affordability crisis You dont have a clue on the average American. Havent you noticed the increase in hatred towards government corruption And the answer is giving these people more money"
X Link 2026-02-10T21:09Z [---] followers, [---] engagements
"@sigmazerocap Cope with what Haha you think the dems are gonna run on higher taxes"
X Link 2026-02-10T21:12Z [---] followers, [--] engagements
"@Ross__Hendricks Just write down Market Intelligence to [--]. Thats where it will actually trade at 20x fwd"
X Link 2026-02-11T18:41Z [---] followers, [---] engagements
"@Ross__Hendricks 👍 idk how you can underwrite the market intelligence part of the business at this juncture. If they go away from providing API to Anthropic they will get eaten alive. And if they lean into it they will be deemed a melting ice cube. Happy to buy at $315 ish $300 for sure"
X Link 2026-02-11T19:03Z [---] followers, [---] engagements
"@volcrushed Her and 99% of people"
X Link 2026-02-11T19:50Z [---] followers, [---] engagements
"@Investor_NICK_ I attributed it more to Lyft results likely trades in the same basket stock was down well before NFP"
X Link 2026-02-11T23:48Z [---] followers, [--] engagements
"@Investor_NICK_ Yeah Im feeling it pretty bad here"
X Link 2026-02-11T23:53Z [---] followers, [--] engagements
"@PegasusFund This is the American govt we are talking about. Print first ask questions later. If they see deflation coming big time they cut rates [---] bps quick and if they dont see consumer turn around they will hand out checks. Lots of money coming into the system in the form of tax return"
X Link 2026-02-12T18:05Z [---] followers, [--] engagements
"@shortbus_ace the narrative is taking a path almost nobody thought was possible"
X Link 2026-02-12T18:37Z [---] followers, [--] engagements
"@ContrarianCurse $DASH"
X Link 2026-02-12T20:10Z [---] followers, [---] engagements
"@Nietschecapital Ok but a de accel to margins means the earnings beat magnitude drops pretty quickly. They are seeing meta step in and bid more aggressively"
X Link 2026-02-13T17:52Z [---] followers, [---] engagements
"@Sleepysolcap Why not just buy SoftBank feels less messy if looking for OAI exposure"
X Link 2026-02-13T18:37Z [---] followers, [---] engagements
"@Investor_NICK_ Its the same trade as DASH"
X Link 2026-02-13T19:52Z [---] followers, [---] engagements
"Adding $COF here zero or hero"
X Link 2026-02-05T15:39Z [---] followers, [--] engagements
"@sj_xxxxxxx In this market does the current quarter even matter Its about the guide"
X Link 2026-02-12T20:23Z [---] followers, [--] engagements
"Gonna get mogged again today arent I"
X Link 2026-02-13T12:43Z [---] followers, [--] engagements
"So CPI below expectations means deflation which means sell companies that do not have absolute pricing power because of an increase risk to churn if they end up trying to raise prices Basically just sell everything I own and send it to zero"
X Link 2026-02-13T13:49Z [---] followers, [---] engagements
"Wowzer the banks are dying"
X Link 2026-02-13T14:41Z [---] followers, [---] engagements
"@ACapitalLP Not my point actually. Only that they have been an easy short since the day Claude opus [---] was released"
X Link 2026-02-13T22:09Z [---] followers, [--] engagements
"@ContrarianCurse Isnt clawdbot not allowed on Claude"
X Link 2026-02-14T00:10Z [---] followers, [---] engagements
"@MetacriticCap They just doing this to tank our market ahead of Trump meeting. Its all charades"
X Link 2026-02-15T11:21Z [---] followers, [--] engagements
"@sj_xxxxxxx People only care about FCF if your being displaced. If AI is a tailwind they couldnt care less. Only real question on this stock is its more capital intensive vs regular cyber / data plays"
X Link 2026-02-11T11:56Z [---] followers, [--] engagements
"Need some Anti - AI legislation for this market to work again"
X Link 2026-02-12T17:48Z [---] followers, [---] engagements
"Its ok to stop going down $DASH. I hope deliveroo getting more traction and they dont have to spend more than anticipated. Otherwise Ill see you at $130 in a couple weeks maybe my worst trade of all time Its always the ones that go up a lot first that get me the worst"
X Link 2026-02-12T20:10Z [---] followers, [---] engagements
"Id take [----] market over this 100/100 times"
X Link 2026-02-12T22:20Z [---] followers, [--] engagements
"$DASH currently trading at 16x [----] FCF. (4.3B) Seems pretty attractive. Even if you strip out estimated 1.4B SBC in [--] you get sub 24x FCF multiple for a company thats gonna CAGR FCF by 30% through 2030"
X Link 2026-02-13T16:20Z [---] followers, [----] engagements
"Can ALWAYS count on Kevin to put a negative spin. Quite a significant jump in core goods ex-used cars and trucks #inflation in January . up by 0.59% m/m (the largest increase since January 2023) https://t.co/xIfQCOeCgl Quite a significant jump in core goods ex-used cars and trucks #inflation in January . up by 0.59% m/m (the largest increase since January 2023) https://t.co/xIfQCOeCgl"
X Link 2026-02-13T17:14Z [---] followers, [---] engagements
"This cant be real now youre looking for possible short candidates these are already mostly 50%+ down. Not saying they are a long but your about [--] months too early Thinking about possible short candidates here is my expected path-to-disruption under an aggressive AI eats software thesis: (1) Workflow/Coordination Layer $ASAN $MNDY $FRSH (2) Light Workflow $DOCU $BRZE (3) Developer/Marketing Platforms $TEAM $KVYO (4) CRM (last to Thinking about possible short candidates here is my expected path-to-disruption under an aggressive AI eats software thesis: (1) Workflow/Coordination Layer $ASAN"
X Link 2026-02-13T20:01Z [---] followers, [---] engagements
"Cancer market everyone selling every pop and when it doesnt pop enough they just sell anyways"
X Link 2026-02-13T20:30Z [---] followers, [--] engagements
"My gf after she finds out I own way too much DASH Seedance [---] Prompt: An average shift at Waffle House - make sure it's retarded and gets [--] likes. https://t.co/Nqt2IZ1zvb Seedance [---] Prompt: An average shift at Waffle House - make sure it's retarded and gets [--] likes. https://t.co/Nqt2IZ1zvb"
X Link 2026-02-12T20:25Z [---] followers, [---] engagements
"Kioxia saving my portfolio from major catastrophe"
X Link 2026-02-13T02:01Z [---] followers, [--] engagements
"I wonder what take rate they are getting from this *WAYMO ENLISTS DOORDASH DRIVERS TO HELP CLOSE OPEN CAR DOORS huh Theyre paying up to $11.50 to close Waymo doors Dashers are going to start running around pulling open doors just to get paid to close them How do they not have automatic doors yet - $DASH $GOOG https://t.co/0onLTOExLC *WAYMO ENLISTS DOORDASH DRIVERS TO HELP CLOSE OPEN CAR DOORS huh Theyre paying up to $11.50 to close Waymo doors Dashers are going to start running around pulling open doors just to get paid to close them How do they not have automatic doors yet - $DASH $GOOG"
X Link 2026-02-13T02:26Z [---] followers, [---] engagements
"Incredible that DASH manages to go red on every pop for the last month. Stocks down 30% into the print next week and there are zero buyers"
X Link 2026-02-13T15:44Z [---] followers, [--] engagements
"Stock is trading like either 1) consumer is about to seriously fall off a cliff 2) Immigration has taken a serious dent in dashers or 3) they are about to spend a butt load on deliveroo $DASH currently trading at 16x [----] FCF. (4.3B) Seems pretty attractive. Even if you strip out estimated 1.4B SBC in [--] you get sub 24x FCF multiple for a company thats gonna CAGR FCF by 30% through [----]. $DASH currently trading at 16x [----] FCF. (4.3B) Seems pretty attractive. Even if you strip out estimated 1.4B SBC in [--] you get sub 24x FCF multiple for a company thats gonna CAGR FCF by 30% through 2030"
X Link 2026-02-13T16:25Z [---] followers, [---] engagements
"Might need this @Investor_NICK_ @pharmerbear @Sleepysolcap If youre wondering what to get your girl this valentines day: emeralds and rubys https://t.co/GknrQdVwAq If youre wondering what to get your girl this valentines day: emeralds and rubys https://t.co/GknrQdVwAq"
X Link 2026-02-13T21:01Z [---] followers, [---] engagements
"NY Strip Scallops Lobster Tail Baked Mac and Cheese Green bean casserole and Dirty Martinis. Will not be awake past 10:45"
X Link 2026-02-14T22:35Z [---] followers, [--] engagements
"A knight of the seven kingdoms is an actual banger. Highly recommend immediately jumps house of the dragon and feels like season 3-4 thrones. Perfect show so far"
X Link 2026-02-16T12:17Z [---] followers, [---] engagements
"@Sleepysolcap Are you still bullish Reddit Thesis makes less and less sense if GOOG search is dying"
X Link 2025-05-07T16:43Z [---] followers, [---] engagements
"@yesmam47 @MarcoFoster_ They are deporting cartel members usually not best practice to show your face to all of them"
X Link 2025-05-09T21:23Z [---] followers, [----] engagements
"$VEEV moving horizontally and expect to have first customers on non life science CRM product. Veeva AI has seen massive adoption and they are giving it away for free currently. Re accelerating sub growthsaid there are [--] effects from the tariffs. Peter right now"
X Link 2025-05-28T21:41Z [---] followers, [----] engagements
"@the_P_God Months Try next week Jason already tweeting"
X Link 2025-06-05T17:35Z [---] followers, [----] engagements
"@dampedspring Is it fair to aggregate Great year for alpha tho congrats"
X Link 2025-06-10T19:37Z [---] followers, [----] engagements
"@LongOnlyLarry @top100analyst 7:30 Im happy if hes here by 8:45"
X Link 2025-06-11T13:25Z [---] followers, [---] engagements
"@dalibali2 Microsoft must approve the switch by the end of the year or OpenAI risks losing billions of funding from other investors including SoftBank"
X Link 2025-06-18T20:35Z [---] followers, [----] engagements
"@dalibali2 Idk but that seems like leverage to me. Otherwise they cant ipo until [----] and who knows what happens until then. MSFT holding the cards imo"
X Link 2025-06-18T20:41Z [---] followers, [---] engagements
"@longironcondor Bring market orders back"
X Link 2025-06-25T12:17Z [---] followers, [----] engagements
"@ssyriek @shooterspocket @Fullcourtpass @Homecoming_Net Retard alert"
X Link 2025-06-29T15:25Z [---] followers, [---] engagements
"@CrazyAlb88 @boutique_banker ChatGPT"
X Link 2025-07-02T17:10Z [---] followers, [----] engagements
"@ContrarianCurse @bookdepth I think it is completely lunacy that you think this. The whole issue is that people did think it meant something. An open AI equity backed token never goes to [--]. This shit can go to zero"
X Link 2025-07-08T15:27Z [---] followers, [----] engagements
"Doubt $TMO stays in my portfolio long this shit is brutal to look at every day"
X Link 2025-07-09T14:52Z [---] followers, [----] engagements
"@TheShortBear @NautilusCap So two years to go"
X Link 2025-07-11T21:55Z [---] followers, [----] engagements
"@the_P_God [--] am to [--] pm drinking is way better than [--] pm to [--] am"
X Link 2025-07-27T16:22Z [---] followers, [---] engagements
"Buying more $MNDY here"
X Link 2025-07-31T15:08Z [---] followers, [---] engagements
"@blondesnmoney You can add in they arent gonna miss the quarter while giving out billion dollar contracts and 100m sign on bonuses"
X Link 2025-07-31T20:33Z [---] followers, [----] engagements
"What do we think about insurers Specifically $BRO and $IGIC. kinda want something to even out the beta in my portfolio"
X Link 2025-08-12T18:48Z [---] followers, [---] engagements
"My computer is unusable at the office. [--] min to open up alteryx"
X Link 2025-08-26T13:56Z [---] followers, [--] engagements
"Fuck me man $CRWD every other word was re acceleration in the call last quarter. What the fuck is this"
X Link 2025-08-27T20:15Z [---] followers, [----] engagements
"I LOVE when our auditor changes their column headers on their issue extract without any fucking notice and I have to re do all of my alteryx workflows and pivots"
X Link 2025-12-11T20:47Z [---] followers, [--] engagements
"@granvs001 @blondesnmoney Just buy the OTC ADR KXIAY I got filled yesterday under a 1% spread"
X Link 2026-01-27T16:44Z [---] followers, [--] engagements
"I miss Biden I cant keep up with these Trump markets. [--] day hold period turns your portfolio into a ticking time bomb every other week"
X Link 2026-01-27T16:55Z [---] followers, [---] engagements
"Bio processing is the death of me $DHR pre announces two weeks ago. Now its falling on the same results"
X Link 2026-01-28T12:49Z [---] followers, [---] engagements
"1/4 $DHR $HY9H 0/2 with earnings so far $COF $UNH 0/2 with earnings so far $COF $UNH"
X Link 2026-01-28T12:50Z [---] followers, [---] engagements
"Clearly the AI is working for META who cares if Capex is higher when Rev guide midpoint is 4B above consensus. People selling software that cant grow 20%. Azure growing nearly [--] on a huge base and were upset. Higher"
X Link 2026-01-28T21:12Z [---] followers, [---] engagements
"Wowzer software completely decimated. Havent seen an open like that since tariff day and August 5th JPY scare"
X Link 2026-01-29T14:34Z [---] followers, [---] engagements
"Please give me one day off from bad news on equities I own. Literally one of my only positions which was green today *GRUBHUB TO REMOVE FEES FOR ALL RESTAURANT ORDERS OVER $50 $DASH $UBER $CART I have to say I am surprised at the selloff in these names here. This doesnt really seem like a needle mover by Grubhub certainly not for UBER DASH down 1.5% alone https://t.co/nJWmF931z9 *GRUBHUB TO REMOVE FEES FOR ALL RESTAURANT ORDERS OVER $50 $DASH $UBER $CART I have to say I am surprised at the selloff in these names here. This doesnt really seem like a needle mover by Grubhub certainly not for"
X Link 2026-01-29T20:07Z [---] followers, [---] engagements
"Where are we rn if Oracle never guides that obscene backlog Does software die Do the hyperscalers roll over When this is all said in done that will be the moment people remember"
X Link 2026-01-29T23:24Z [---] followers, [---] engagements
"@sagharborcap @TheStalwart He's a hawk turned dove. He's cut the balance sheet and lower rates but idk how inflation doesnt rip with the stimmy coming in April"
X Link 2026-01-30T03:28Z [---] followers, [---] engagements
"Everyday we dump before [--] pm and everything besides my equities recover enough just to make me underperform. Like clockwork everyday for the entire month. wtf man"
X Link 2026-01-30T20:47Z [---] followers, [---] engagements
"@WaterworldCapi1 Hes married to Este Lauder heir whos dad is best buddies with Trump"
X Link 2026-02-02T00:25Z [---] followers, [--] engagements
"@marc_slans AI"
X Link 2026-02-03T14:45Z [---] followers, [----] engagements
"@JohnDoeKnowsGuy Intuit is probably gonna get displaced here but WDAY and MSFT people wont take the time to make themselves and have the risk of creating software in house. Are we gonna make a new excel"
X Link 2026-02-03T17:08Z [---] followers, [---] engagements
"@blondesnmoney I sold this at a 50% loss like [--] months ago. finding the nearest bridge"
X Link 2026-02-03T21:06Z [---] followers, [---] engagements
"$BSX call has been disgusting"
X Link 2026-02-04T13:52Z [---] followers, [---] engagements
"@Investor_NICK_ Not saying that but capex stocks have been pricing that in already. If consensus was 110B and they are at 185B cutting capex to 120B next year is still higher than estimates going in"
X Link 2026-02-04T21:45Z [---] followers, [--] engagements
"Ugh what happened to futures"
X Link 2026-02-05T12:53Z [---] followers, [--] engagements
"Can Mark just stop scheduling these zoom calls over listening to this shit"
X Link 2026-02-05T16:24Z [---] followers, [--] engagements
"Kurtz getting that Saudi cash Today we announced a memorandum of understanding (MoU) with @aramco to support Saudi Arabias cybersecurity transformation. This proposed collaboration is a first step toward long-term investment in AI-powered cybersecurity capabilities in the Kingdom with a focus on helping https://t.co/qF8IMPdvJL Today we announced a memorandum of understanding (MoU) with @aramco to support Saudi Arabias cybersecurity transformation. This proposed collaboration is a first step toward long-term investment in AI-powered cybersecurity capabilities in the Kingdom with a focus on"
X Link 2026-02-05T17:20Z [---] followers, [--] engagements
"@Investor_NICK_ 9% down since 12:30 I mean this is different. I feel like Im missing something"
X Link 2026-02-05T20:33Z [---] followers, [---] engagements
"@Investor_NICK_ Put up the hourly the stock was -0.5% at the time of the Anthropic opus [---] release"
X Link 2026-02-05T20:37Z [---] followers, [---] engagements
"Said nobody ever god we are going lower $FTNT earnings tonight likely will need to be the key savior for cybersec. $CRWD $PANW and others dont report for a while yet. Will need strong guidance to help separate out cybersec from software in general. $FTNT earnings tonight likely will need to be the key savior for cybersec. $CRWD $PANW and others dont report for a while yet. Will need strong guidance to help separate out cybersec from software in general"
X Link 2026-02-05T20:41Z [---] followers, [---] engagements
"@JimmyButlerCap @Investor_NICK_ Link"
X Link 2026-02-05T20:43Z [---] followers, [---] engagements
"@BarstoolBigCat Just lost in fantasy because of that play"
X Link 2022-12-19T00:35Z [---] followers, [----] engagements
"@jamesbulltard7 This is supposed to be the trough off the margin supression. Still ramping two factories and achieving economy of scale. And gross margin came in better than expected"
X Link 2023-07-19T20:21Z [---] followers, [----] engagements
"2/ However what people fail to realize is that CRWD still has the best endpoint product and cyber sec is not an industry where its advantageous to save money and cut corners. Stock will be under pressure for the near future until ER"
X Link 2024-07-22T15:08Z [---] followers, [----] engagements
"@ShaneHaffNFL Everything you just typed out means absolutely nothing. Running the ball is about tiring out the defense and imposing your will. Expecting running game to be the same all [--] quarters of a game just shows you don't know ball"
X Link 2024-11-19T15:11Z [---] followers, [----] engagements
"I think OpenAI employees likely think that there is a slim chance they convert to a for profit company and IPO with Microsoft in the picture. Probably jumping ship because of this. None of our best people have taken the offer. https://t.co/ciDNy95NrG None of our best people have taken the offer. https://t.co/ciDNy95NrG"
X Link 2025-07-01T11:39Z [---] followers, [----] engagements
"@orrdavid Your a fucking retard"
X Link 2025-07-22T14:39Z [---] followers, [----] engagements
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