# ![@Act2Capital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1883974522744848384.png) @Act2Capital Act [--] Capital

Act [--] Capital posts on X about $cpng, $fvrr, ai, market cap the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1883974522744848384/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1883974522744848384/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::1883974522744848384/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1883974522744848384/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::1883974522744848384/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1883974522744848384/c:line/m:followers.svg)


### CreatorRank: [---------] [#](/creator/twitter::1883974522744848384/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1883974522744848384/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  64% [cryptocurrencies](/list/cryptocurrencies)  17% [finance](/list/finance)  10% [technology brands](/list/technology-brands)  8% [celebrities](/list/celebrities)  3% [automotive brands](/list/automotive-brands)  3% [travel destinations](/list/travel-destinations)  1% [social networks](/list/social-networks)  1% [gaming](/list/gaming)  1% [countries](/list/countries)  1%

**Social topic influence**
[$cpng](/topic/$cpng) #26, [$fvrr](/topic/$fvrr) #47, [ai](/topic/ai) 7%, [market cap](/topic/market-cap) 6%, [$open](/topic/$open) 6%, [$clbt](/topic/$clbt) #4, [$nflx](/topic/$nflx) 5%, [ceo](/topic/ceo) 4%, [$dis](/topic/$dis) 4%, [business](/topic/business) 3%

**Top accounts mentioned or mentioned by**
[@ccmbrett](/creator/undefined) [@drewcohenmoney](/creator/undefined) [@nejatian](/creator/undefined) [@orlandobravotb](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@ericjackson](/creator/undefined) [@enovixbatteries](/creator/undefined) [@dudewhoinvests](/creator/undefined) [@spenbaker](/creator/undefined) [@terranovajoe](/creator/undefined) [@jerrycap](/creator/undefined) [@stockmktnewz](/creator/undefined) [@tylertech](/creator/undefined) [@oculus](/creator/undefined) [@harleyf](/creator/undefined) [@shrisha](/creator/undefined) [@mukund](/creator/undefined) [@billackman](/creator/undefined) [@buccocapital](/creator/undefined) [@michakaufman](/creator/undefined)

**Top assets mentioned**
[Coupang, Inc.  (CPNG)](/topic/$cpng) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [Netflix Inc (NFLX)](/topic/$nflx) [DisChain (DIS)](/topic/$dis) [monday.com Ltd. (MNDY)](/topic/$mndy) [ServiceTitan, Inc. (TTAN)](/topic/$ttan) [4 (FOUR)](/topic/$four) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [OpenServ (SERV)](/topic/$serv) [Portillo’s Inc. (PTLO)](/topic/$ptlo) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [First Watch Restaurant Group, Inc. (FWRG)](/topic/$fwrg) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Procter & Gamble (PG)](/topic/$pg) [Dash (DASH)](/topic/$dash) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Microsoft Corp. (MSFT)](/topic/$msft) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Arweave (AR)](/topic/$ar) [XPENG INC. (XPEV)](/topic/$xpev) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [GameStop, Corp. (GME)](/topic/$gme) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [CyberVein (CVT)](/topic/$cvt) [Toast, Inc. (TOST)](/topic/$tost) [Shopify Inc (SHOP)](/topic/$shop) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NewAmsterdam Pharma Company N.V. Ordinary Shares (NAMS)](/topic/$nams) [Entegris, Inc. (ENTG)](/topic/$entg) [Roku, Inc. (ROKU)](/topic/$roku) [Figure Technology Solutions, Inc. (FIGR)](/topic/$figr) [Natera, Inc. Common Stock (NTRA)](/topic/$ntra) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Alcoa, Corp. (AA)](/topic/$aa) [Sei (SEI)](/topic/$sei) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Shake Shack Inc. (SHAK)](/topic/$shak)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Invest in what will be great [--] months from now. -Stanley Druckenmiller $CPNG is the best idea Ive found in Feb [----] that fits this frame. EBITDA inflecting breach overhang removed stock back to $30 by late 2027"  
[X Link](https://x.com/Act2Capital/status/2023752024467333465)  2026-02-17T13:30Z [---] followers, [----] engagements


"Hallum hosting a fireside chat with $CLBT CEO on Feb 17"  
[X Link](https://x.com/Act2Capital/status/2023871403645419921)  2026-02-17T21:25Z [---] followers, [---] engagements


"@JerryCap Now do $FVRR"  
[X Link](https://x.com/DiSaaStrr/status/2012290826940907984)  2026-01-16T22:28Z [---] followers, [---] engagements


"A $600M market cap for a business expected to generate $300M+ in FCF over the next three years Thats $FVRR"  
[X Link](https://x.com/Act2Capital/status/2012291730280775709)  2026-01-16T22:31Z [---] followers, [----] engagements


"@StockMKTNewz $FWRG. Free breakfast for all $GME holders"  
[X Link](https://x.com/Act2Capital/status/2017370963176837236)  2026-01-30T22:54Z [---] followers, [---] engagements


"Did TJ flush his $ENVX or is he still HODLing"  
[X Link](https://x.com/DiSaaSterous/status/2020990131529031825)  2026-02-09T22:36Z [---] followers, [---] engagements


"@CCM_Brett $TYL"  
[X Link](https://x.com/DiSaaSterous/status/2020995508475691340)  2026-02-09T22:57Z [---] followers, [--] engagements


"$MNDY Bulls"  
[X Link](https://x.com/DiSaaSterous/status/2020996939245056511)  2026-02-09T23:03Z [---] followers, [---] engagements


"$OPEN good luck shorting this guy and his new Avengers-style executive team"  
[X Link](https://x.com/anyuser/status/2021040105411182937)  2026-02-10T01:54Z [---] followers, [---] engagements


"Claude can rebuild @tylertech from vibes and PDFs. Still cant make mouthwash. Swap $TYL into $PG"  
[X Link](https://x.com/anyuser/status/2021399527383879686)  2026-02-11T01:42Z [---] followers, [---] engagements


"Jefferies on $DASH"  
[X Link](https://x.com/DiSaaStrr/status/2021657517118628229)  2026-02-11T18:48Z [---] followers, [--] engagements


"It may finally be time for David Risher and the $LYFT board to explore a sale while the option still exists"  
[X Link](https://x.com/DiSaaStrr/status/2021718744460931255)  2026-02-11T22:51Z [---] followers, [--] engagements


"$DIS is toast"  
[X Link](https://x.com/DiSaaStrr/status/2021744219178582333)  2026-02-12T00:32Z [---] followers, [--] engagements


"$PLTR market cap now $323 billion $PLTR quarterly revenue: $1.18 billion $PLTR market cap: $492 billion https://t.co/G3l8O6nmZV $PLTR quarterly revenue: $1.18 billion $PLTR market cap: $492 billion https://t.co/G3l8O6nmZV"  
[X Link](https://x.com/DiSaaStrr/status/2021745250507927716)  2026-02-12T00:36Z [---] followers, [--] engagements


"@DrewCohenMoney AI bubble pops = $MSFT goes down AI kills software = $MSFT goes down"  
[X Link](https://x.com/DiSaaStrr/status/2021777847086371214)  2026-02-12T02:46Z [---] followers, [--] engagements


"$TTAN currently valued at 5x NTM sales. It is finally time to strike"  
[X Link](https://x.com/anyuser/status/2022009619317772694)  2026-02-12T18:07Z [---] followers, [---] engagements


"$FVRR market cap now $500M A $600M market cap for a business expected to generate $300M+ in FCF over the next three years Thats $FVRR. https://t.co/9imJGko3tQ A $600M market cap for a business expected to generate $300M+ in FCF over the next three years Thats $FVRR. https://t.co/9imJGko3tQ"  
[X Link](https://x.com/anyuser/status/2022022528118796412)  2026-02-12T18:58Z [---] followers, [---] engagements


"@oc_ulus @OrlandoBravoTB Blackstone owned Encore but still acquired $CVT. Under Blackstone Cvent has aggressively acquired smaller competitors and specialized tools to consolidate the market. Why not execute a similar playbook in digital forensics"  
[X Link](https://x.com/Act2Capital/status/2022040249459986630)  2026-02-12T20:08Z [---] followers, [--] engagements


"$FOUR $TOST"  
[X Link](https://x.com/DiSaaStrr/status/2022413423951462588)  2026-02-13T20:51Z [---] followers, [---] engagements


"$CPNG trading at 0.8x NTM EV/Sales or 15x EBITDA. Once they clear this data breach overhang it is going back to $30. BTFD"  
[X Link](https://x.com/DiSaaStrr/status/2022419492761145411)  2026-02-13T21:15Z [---] followers, [--] engagements


"Isn't this good for $CPNG"  
[X Link](https://x.com/anyuser/status/2022733445785620611)  2026-02-14T18:03Z [---] followers, [--] engagements


"$SHOP @harleyf on corporate strategy"  
[X Link](https://x.com/Act2Capital/status/2022735004498039016)  2026-02-14T18:09Z [---] followers, [---] engagements


"$OPEN R&D has entered founder mode. Shipping faster. Winning sooner. @nejatian @shrisha Was just going through our new hires at Opendoor. Since I started and we went in office in SF Seattle Toronto Miami and Tempe 70% of all RnD employees weve hired are ex founders. Was just going through our new hires at Opendoor. Since I started and we went in office in SF Seattle Toronto Miami and Tempe 70% of all RnD employees weve hired are ex founders"  
[X Link](https://x.com/DiSaaSterous/status/2023084590445805840)  2026-02-15T17:18Z [---] followers, [---] engagements


"@mukund $FVRR (not $FIVR). This shouldnt be viewed in isolation. Both platforms are intentionally shedding lower-quality SMB demand to AI while expanding enterprise client count and spend. The mix shift matters too"  
[X Link](https://x.com/Act2Capital/status/2023756210781253913)  2026-02-17T13:47Z [---] followers, [---] engagements


"$FVRR shorts have to be sweating a bit here"  
[X Link](https://x.com/Act2Capital/status/2024175595970592880)  2026-02-18T17:34Z [---] followers, [--] engagements


"Hard not to be amused watching @BillAckman turn Pershing into a glorified Mag [--] tech fund"  
[X Link](https://x.com/Act2Capital/status/2024193025031733566)  2026-02-18T18:43Z [---] followers, [--] engagements


"Deutsche Bank on $CLBT"  
[X Link](https://x.com/Act2Capital/status/2014193849015378264)  2026-01-22T04:30Z [---] followers, [----] engagements


"$MNDY was 9x EV/FCF heading into the print and still dropped 21% on a guide down and decelerating growth. If youre a value investor SaaS isnt the pond to fish in. Move along"  
[X Link](https://x.com/Act2Capital/status/2021034534616301817)  2026-02-10T01:32Z [---] followers, [---] engagements


"$CLBT is a perfect vertical SaaS target for @OrlandoBravoTB. Would $25 per share get a deal done"  
[X Link](https://x.com/Act2Capital/status/2022018636127646215)  2026-02-12T18:43Z [---] followers, [---] engagements


"$FOUR trough"  
[X Link](https://x.com/Act2Capital/status/2023851065767329960)  2026-02-17T20:04Z [---] followers, [----] engagements


"Druckenmiller adding more $CPNG. You should too. BREAKING: Stanley Druckenmiller Duquesne Family Office has updated their portfolio: Added: $XLF $RSP $EWX calls $AMZN Amazon calls $EZ increased $GOOGL $CPNG $NAMS $AA $ENTG. Decreased $ROKU $FIGR $NTRA $TEVA $SEI $EEM. Full port here: https://t.co/35ThPfy7OO https://t.co/wCCjJL8Dwt BREAKING: Stanley Druckenmiller Duquesne Family Office has updated their portfolio: Added: $XLF $RSP $EWX calls $AMZN Amazon calls $EZ increased $GOOGL $CPNG $NAMS $AA $ENTG. Decreased $ROKU $FIGR $NTRA $TEVA $SEI $EEM. Full port here: https://t.co/35ThPfy7OO"  
[X Link](https://x.com/Act2Capital/status/2023857209088897064)  2026-02-17T20:28Z [---] followers, [---] engagements


"RT @buccocapital: It appears your capital isnt as durable as you claimed Mr Ellenbogen"  
[X Link](https://x.com/Act2Capital/status/2024168457634193837)  2026-02-18T17:05Z [---] followers, [--] engagements


"@michakaufman $FVRR needs A LOT of help when it comes to Investor Relations. Todays earnings probably a D+"  
[X Link](https://x.com/Act2Capital/status/2024197688053407877)  2026-02-18T19:01Z [---] followers, [--] engagements


"$PSKY back to $15 Reportedly Trump will kill Netflixs bid for Warner Bros. and help Paramount win giving the president control of Fox CBS CNN and TikTok per Washington Monthly Reportedly Trump will kill Netflixs bid for Warner Bros. and help Paramount win giving the president control of Fox CBS CNN and TikTok per Washington Monthly"  
[X Link](https://x.com/Act2Capital/status/2024224336471588907)  2026-02-18T20:47Z [---] followers, [---] engagements


"$KOPN is a forgotten small-cap that could be one of the biggest beneficiaries of ramping defense budgets. 100% upside to Christians $6 PT"  
[X Link](https://x.com/Act2Capital/status/2010515501995192644)  2026-01-12T00:53Z [---] followers, [----] engagements


"Buying some $FWRG. If AI takes our jobs brunch demand will be unstoppable (until the money runs out)"  
[X Link](https://x.com/Act2Capital/status/2024215144784445500)  2026-02-18T20:11Z [---] followers, [--] engagements


"$CPNG has interlocking moats per @DrewCohenMoney https://t.co/AQfKfguKwd https://t.co/AQfKfguKwd"  
[X Link](https://x.com/Act2Capital/status/2023870808679129509)  2026-02-17T21:22Z [---] followers, [----] engagements


"Does @strausszelnick finally sell $TTWO after a successful (if delayed) GTA [--] launch before the AI slop tidal wave hits and while he can still command a premium"  
[X Link](https://x.com/Act2Capital/status/2024256465188384780)  2026-02-18T22:55Z [---] followers, [--] engagements


"@nejatian @shop Im buying a dozen shirts if $OPEN beats expectations and guides up tomorrow night. 🙌"  
[X Link](https://x.com/Act2Capital/status/2024291980847481242)  2026-02-19T01:16Z [---] followers, [---] engagements


"Deutsche Bank upgrading $SHAK to a Buy"  
[X Link](https://x.com/Act2Capital/status/2008501764333728075)  2026-01-06T11:31Z [--] followers, [--] engagements


"If $VZ is worth less than 25% of SpaceX post-IPO it would be objectively hilarious if @elonmusk just acquired $VZ with SpaceX stock and force-migrated every subscriber to Starlink"  
[X Link](https://x.com/Act2Capital/status/2008560689536004503)  2026-01-06T15:26Z [--] followers, [--] engagements


"Jensen ❤ $SERV"  
[X Link](https://x.com/Act2Capital/status/2008589055005782143)  2026-01-06T17:18Z [--] followers, [--] engagements


"@SFarringtonBKC $RKT"  
[X Link](https://x.com/Act2Capital/status/2009801406291779955)  2026-01-10T01:36Z [---] followers, [--] engagements


"Northland on $SERV"  
[X Link](https://x.com/Act2Capital/status/2010012968264839613)  2026-01-10T15:36Z [---] followers, [---] engagements


"@thexcapitalist Natural gas before nuclear = $AR"  
[X Link](https://x.com/Act2Capital/status/2010024258861445499)  2026-01-10T16:21Z [---] followers, [---] engagements


"@ericjackson $RKT"  
[X Link](https://x.com/Act2Capital/status/2010062665427890460)  2026-01-10T18:54Z [---] followers, [--] engagements


"@DeepIceValue $PTLO probably smokes them both. 🚬"  
[X Link](https://x.com/Act2Capital/status/2010121329010462904)  2026-01-10T22:47Z [---] followers, [---] engagements


"@ChudCapital @EnovixBatteries You work for Enovix or Google"  
[X Link](https://x.com/Act2Capital/status/2010530147867496746)  2026-01-12T01:51Z [---] followers, [---] engagements


"It is true. $XPEV has flying cars"  
[X Link](https://x.com/Act2Capital/status/2010719482252329365)  2026-01-12T14:24Z [---] followers, [---] engagements


"@Mr_Derivatives $XPEV +9%"  
[X Link](https://x.com/Act2Capital/status/2010800815645343866)  2026-01-12T19:47Z [---] followers, [--] engagements


"Dear Elliott Investment Management $PEP at a tired 16.5x P/E. Rename it Gatorade Inc. Change the ticker to $GATR. See 20x overnight. Best Act [--] Capital"  
[X Link](https://x.com/Act2Capital/status/2010887455650783569)  2026-01-13T01:31Z [---] followers, [--] engagements


"$S not banned and still open for business in the PRC"  
[X Link](https://x.com/Act2Capital/status/2011427093708501053)  2026-01-14T13:16Z [---] followers, [--] engagements


"Is $NFLX going to bring the thunder on their earnings call or what"  
[X Link](https://x.com/Act2Capital/status/2011448680570827149)  2026-01-14T14:41Z [---] followers, [---] engagements


"Wont $NFLX pop when the $PSKY Ellisons inevitably increase their $WBD offer"  
[X Link](https://x.com/Act2Capital/status/2011497135577911780)  2026-01-14T17:54Z [---] followers, [---] engagements


"If $NFLX keeps bleeding does @reedhastings step in and publicly object to the $WBD deal If he does $NFLX is back over $100 in a hurry"  
[X Link](https://x.com/Act2Capital/status/2011773834635198504)  2026-01-15T12:13Z [---] followers, [---] engagements


"If $XOM is effectively locked out of Venezuela for the foreseeable future does that finally clear the runway for a serious move on $FANG"  
[X Link](https://x.com/Act2Capital/status/2011896271653781606)  2026-01-15T20:20Z [---] followers, [---] engagements


"@CCM_Brett $CLBT because digital forensics on mobile devices is super hard (low AI disruption risk) and they don't utilize a seat-based model. ARR set to accelerate in [----] vs. most SaaS decelerating"  
[X Link](https://x.com/Act2Capital/status/2012166588691022093)  2026-01-16T14:14Z [---] followers, [---] engagements


"@EquityBrian $CLBT"  
[X Link](https://x.com/Act2Capital/status/2012405658277105981)  2026-01-17T06:04Z [---] followers, [---] engagements


"$TSLA investment case: robotaxis + humanoid robots. Trades 14x sales. $MBLY investment case: robotaxis + humanoid robots. Trades 3.5x sales"  
[X Link](https://x.com/Act2Capital/status/2013021538090397942)  2026-01-18T22:51Z [---] followers, [---] engagements


"@DudeWhoInvests Not for $AR"  
[X Link](https://x.com/Act2Capital/status/2013420915833405711)  2026-01-20T01:18Z [---] followers, [--] engagements


"@P_Remarks Kinda crazy that $ASTS is worth 32% more than $TEAM now"  
[X Link](https://x.com/Act2Capital/status/2013827193160307041)  2026-01-21T04:13Z [---] followers, [---] engagements


"It blows my mind that $DOCN is only worth $4.5B today. This company will have a $20B market cap in a few years once hundreds of thousands of AI-native software startups sign contracts for dev tools compute and inferencing capacity"  
[X Link](https://x.com/Act2Capital/status/2014038372143026451)  2026-01-21T18:12Z [---] followers, [--] engagements


"Elon thinks there will be more robots than people. Were gonna need a lot more lithium. $LAC"  
[X Link](https://x.com/Act2Capital/status/2014363307101020360)  2026-01-22T15:43Z [---] followers, [--] engagements


"@DeItaone Gonna need more lithium. $LAC"  
[X Link](https://x.com/Act2Capital/status/2014377216876904598)  2026-01-22T16:38Z [---] followers, [--] engagements


"POTUS message for $INTC CEO Lip Bu Tan:"  
[X Link](https://x.com/Act2Capital/status/2014449197529862553)  2026-01-22T21:24Z [---] followers, [---] engagements


"$DOCN has one of the clearest #AI tailwinds in software. AI-native startups need dev tools compute inference. That funnel runs straight through $DOCN. Doubled already still only trading 16x EBITDA. Feels like a multi-bagger from here"  
[X Link](https://x.com/Act2Capital/status/2015064135864566211)  2026-01-24T14:08Z [---] followers, [---] engagements


"$CPNG: [--] years public -43% from IPO government scrutiny in Korea and now @altcap suing the state. Trades at 1x LTM sales after a full valuation reset. Where does upside come from Valuation alone isnt a catalyst"  
[X Link](https://x.com/Act2Capital/status/2015442135525343631)  2026-01-25T15:10Z [---] followers, [--] engagements


"@spenbaker Why did Ajay decide to leave right as the company is set to takeoff"  
[X Link](https://x.com/Act2Capital/status/2015790425680797933)  2026-01-26T14:14Z [---] followers, [--] engagements


"@spenbaker Ok but then why hire him to begin with"  
[X Link](https://x.com/Act2Capital/status/2015804762260742602)  2026-01-26T15:11Z [---] followers, [--] engagements


"Does @terranovajoe even know how to calculate operating cash flow Better question: Joe - what is the accounting definition of working capital Cc: @HalftimeReport"  
[X Link](https://x.com/Act2Capital/status/2016195428161552836)  2026-01-27T17:03Z [---] followers, [--] engagements


"RT @ConnorJBates_: Software"  
[X Link](https://x.com/anyuser/status/2012290755448934429)  2026-01-16T22:27Z [---] followers, [---] engagements


"$PG might grow faster than $MBLY in [----]. This is what happens when you have a partially engaged CEO (see @MenteeBot) and a lazy majority owner (@intel). $SMH is up 50% over the past year $MBLY is down 36%. 👏 👏 Cc: @agnostoxxx"  
[X Link](https://x.com/anyuser/status/2014311573464944897)  2026-01-22T12:17Z [---] followers, [---] engagements


"@SFarringtonBKC Tripled down on $PTLO today. Pray for me"  
[X Link](https://x.com/Act2Capital/status/2009667676919284105)  2026-01-09T16:44Z [---] followers, [---] engagements


"Is $PTLO a rotten hot dog or is it about to be taken private for $10"  
[X Link](https://x.com/Act2Capital/status/2009737411979358250)  2026-01-09T21:21Z [---] followers, [---] engagements


"Can anyone help me understand why $FVRR deserves to trade at 3.5x EBITDA"  
[X Link](https://x.com/Act2Capital/status/2009801732851937723)  2026-01-10T01:37Z [---] followers, [---] engagements


"@QualityInvest5 The disruption set to hit the SaaS industry will be unlike anything weve ever seen. Extinction-level event for maybe two-thirds of the current public company landscape. $MNDY $HUBS $FRSH $ASAN"  
[X Link](https://x.com/DiSaaStrr/status/2012168469429596298)  2026-01-16T14:22Z [---] followers, [---] engagements


"@StockSavvyShay $TTAN if you are a smart fella"  
[X Link](https://x.com/DiSaaStrr/status/2013740590471557225)  2026-01-20T22:29Z [---] followers, [---] engagements


"@CCM_Brett Not for $TTAN"  
[X Link](https://x.com/SaaSCARY/status/2013740756700184618)  2026-01-20T22:29Z [---] followers, [---] engagements


"$CPNG Operating Tenets"  
[X Link](https://x.com/Act2Capital/status/2016350692357685479)  2026-01-28T03:20Z [---] followers, [---] engagements


"Kevin Warsh is a $CPNG Board Director https://ir.aboutcoupang.com/governance/board-of-directors/default.aspx https://ir.aboutcoupang.com/governance/board-of-directors/default.aspx"  
[X Link](https://x.com/Act2Capital/status/2017191995144327303)  2026-01-30T11:03Z [---] followers, [--] engagements


"@KobeissiLetter Good for $CPNG"  
[X Link](https://x.com/Act2Capital/status/2017215498832773611)  2026-01-30T12:37Z [---] followers, [--] engagements


"$DIS should acquire $SNAP. Ben Swinburne can lead the deal"  
[X Link](https://x.com/DiSaaStrr/status/2017370310710882730)  2026-01-30T22:52Z [---] followers, [---] engagements


"@DudeWhoInvests @gainify_io Please wake me up at 15x. Recall $MSFT traded below 10x before Azure took off"  
[X Link](https://x.com/Act2Capital/status/2018026873956049343)  2026-02-01T18:21Z [---] followers, [---] engagements


"@Couch_Investor $S"  
[X Link](https://x.com/Act2Capital/status/2018034052175974902)  2026-02-01T18:49Z [---] followers, [---] engagements


"Is it me or is $DIS the worst stock ever This stock will still be $110 in 2030"  
[X Link](https://x.com/Act2Capital/status/2018322842094333956)  2026-02-02T13:57Z [---] followers, [--] engagements


"RT @MartinShkreli: i would NOT be short $OPEN for the long haul good management will do the trick"  
[X Link](https://x.com/DiSaaSterous/status/2018445908086800491)  2026-02-02T22:06Z [---] followers, [--] engagements


"$DOCN ahead of the print"  
[X Link](https://x.com/DiSaaStrr/status/2018502887396057470)  2026-02-03T01:52Z [---] followers, [---] engagements


"$AVGO Hock should buy $SNPS. Havent been able to stop thinking about this all day"  
[X Link](https://x.com/Act2Capital/status/2018825456053543300)  2026-02-03T23:14Z [---] followers, [--] engagements


"@DrewCohenMoney Hey Bill how about we get to 33x EV/EBITDA first"  
[X Link](https://x.com/DiSaaStrr/status/2020491063215943767)  2026-02-08T13:33Z [---] followers, [---] engagements


"@The_AI_Investor $SERV"  
[X Link](https://x.com/DiSaaStrr/status/2020749561665319354)  2026-02-09T06:40Z [---] followers, [---] engagements


"@CCM_Brett Only if you want to lose another 50%. Join me in some $NOW Jan [----] LEAPS instead"  
[X Link](https://x.com/DiSaaStrr/status/2020990544160162206)  2026-02-09T22:37Z [---] followers, [--] engagements


"$DIS is toast. Maybe $NFLX too THIS. This is the reason AI exists 🤣🤣🤣 https://t.co/BsJkN2uEGC THIS. This is the reason AI exists 🤣🤣🤣 https://t.co/BsJkN2uEGC"  
[X Link](https://x.com/DiSaaStrr/status/2021037226176692541)  2026-02-10T01:43Z [---] followers, [---] engagements


"$DASH looks tasty"  
[X Link](https://x.com/DiSaaStrr/status/2021635079882326082)  2026-02-11T17:18Z [---] followers, [--] engagements


"Initiating a position in $NFLX because @terranovajoe dumped it"  
[X Link](https://x.com/DiSaaStrr/status/2021654443201368358)  2026-02-11T18:35Z [---] followers, [--] engagements


"$PLTR quarterly revenue: $1.18 billion $PLTR market cap: $492 billion"  
[X Link](https://x.com/Act2Capital/status/1985458505482956828)  2025-11-03T21:26Z [---] followers, 26.6K engagements


"The $OPEN call was perfect 💯. Maybe @Drake (finally) rolls in tomorrow Awesome job @nejatian 🤝 Im all-in. The future is $OPEN. https://t.co/cMQ2RraCWW Awesome job @nejatian 🤝 Im all-in. The future is $OPEN. https://t.co/cMQ2RraCWW"  
[X Link](https://x.com/Act2Capital/status/1986587497799799194)  2025-11-07T00:12Z [---] followers, [----] engagements


"Simple $OPEN investment thesis: buy 50K homes a year earn a 4-5% margin generate $1B in EBIT market cap moves to $15-20B vs. $7B today. Cc: @nejatian @morganb @lucmatheson @rabois @ericjackson"  
[X Link](https://x.com/anyuser/status/2010074621362725235)  2026-01-10T19:41Z [---] followers, 34.4K engagements


"$ENVX CEO hanging with his $GOOG friend at Google XR in LV. Safe to assume @EnovixBatteries powering Android XR glasses"  
[X Link](https://x.com/Act2Capital/status/2010082425469317190)  2026-01-10T20:12Z [---] followers, [----] engagements


"The eVTOL trade no one is watching: $BETA. Better risk/reward than $JOBY $ACHR $EH"  
[X Link](https://x.com/anyuser/status/2010350553453285716)  2026-01-11T13:58Z [---] followers, [----] engagements

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